Civic Intelligence

The Endowment Trust of the 1St Con- Gregational Church of Appleton Wi

990 • Fiscal year 2020 • EIN 23-7417708

Oct 01, 2019 to Sep 30, 2020 • Filed on Jul 28, 2021

Organization ProfileN/A
3913 W Prospect AveAppleton, WI 54914

(920) 380-9960

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

26th percentile

-7.0%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

$4,683,812

No earlier filing loaded for comparison.

Net Assets

$4,683,812

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin26th percentile

Revenue

$179,069

No earlier filing loaded for comparison.

Expenses

$191,601

No earlier filing loaded for comparison.

Net Income

-$12,532

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2020: $4,683,812Liabilities 2020: $0Net Assets 2020: $4,683,8122020Assets 2021: $5,242,781Liabilities 2021: $0Net Assets 2021: $5,242,7812021Assets 2022: $5,394,435Liabilities 2022: $0Net Assets 2022: $5,394,4352022Assets 2023: $5,457,449Liabilities 2023: $0Net Assets 2023: $5,457,4492023Assets 2024: $5,580,964Liabilities 2024: $0Net Assets 2024: $5,580,9642024Assets 2025: $5,579,985Liabilities 2025: $0Net Assets 2025: $5,579,9852025

Highlighted filing

2020

Assets$4,683,812
Liabilities$0
Net Assets$4,683,812
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2020: $179,069Expenses 2020: $191,601Net Income 2020: -$12,5322020Revenue 2021: $748,965Expenses 2021: $189,996Net Income 2021: $558,9692021Revenue 2022: $347,818Expenses 2022: $196,164Net Income 2022: $151,6542022Revenue 2023: $268,674Expenses 2023: $205,660Net Income 2023: $63,0142023Revenue 2024: $308,011Expenses 2024: $184,496Net Income 2024: $123,5152024Revenue 2025: $253,965Expenses 2025: $254,944Net Income 2025: -$9792025

Highlighted filing

2020

Revenue$179,069
Expenses$191,601
Net Income-$12,532
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jul 28, 2021
Return Version
2020v4.1
Gross Receipts
$1,049,447
Mission and Program Overview

Mission

To provide funds for the maintenance of the Church's buildings and other tangible assets and to support the operations of the Church as a religious organization for the benefit of the local community and its efforts to conduct outreach missions

Provide financial support to Church for religious activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,598,401$4,584,942▼ $13,459
Cap Stk Tr Prin Current Funds$3,581,987$3,581,987→ $0
Rtn Earn Endowment Incm Other Fnds$1,114,357$1,101,825▼ $12,532
Savings and Temporary Cash Investments$97,943$98,870▲ $927
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$4,696,344$4,683,812▼ $12,532
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,696,344$4,683,812▼ $12,532
Total Liabilities and Net Assets / Fund Balance$4,696,344$4,683,812▼ $12,532
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Fiduciary Partners Trust CoCo-trustee$11,138$11,138

Board Members and Trustees

NameTitle
Carla SalmonInd Trustee
Donald HietpasInd Trustee
Jeffrey RiesterInd Trustee
Joe WelsInd Trustee
John McfaddenInd Trustee
Paul TriggInd Trustee
Robert C BuchananInd Trustee
Susan ToussaintInd Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,730
Program Service Revenue
$0
Investment Income
$177,339
Other Revenue
$0
All Other Contributions
$1,730
Change in Net Assets
$-12,532
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$151,798
Other Expenses$28,665
Salaries, Compensation, and Employee Benefits$11,138
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$151,798--$151,798
Fees for Service Investment Mgmnt Fees-$27,765-$27,765
Current Officers, Directors, Trustees, and Key Employees-$11,138-$11,138
Fees for Services Accounting-$900-$900
Total Functional Expenses$151,798$39,803$0$191,601
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Congregational ChurchAppleton, WI501(c)(3)Support Church Activities$151,798
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 19

“Documents, policies, and financial statements are not provided to the general public because the sole and only purpose of this trust is to provide funds for the Church”

FORM 990, PART VI, LINE 11B

“The Institutional Trustee prepares and files the return based upon information it receives and/or provided by other members of the Board of Trustees. All relevant parties are involved with the preparation process so there is no need for those members to receive a copy prior to filing. Copies are available upon request at anytime.”

Filing and Contact Details

Filer

Filer Name
First Congregational Church
EIN
23-7417708
Phone
9203809960
Address
3913 W PROSPECT AVE, Appleton, WI 54914
Doing Business As
Endowment Trust

Signing Officer

Name
Ward Anderson
Title
Attorney
Phone
6514569000
Signed
2021-07-28
Discuss with paid preparer
No

Organization Details

Formed
1974
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8
Raw XML Appendix359 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Institutional Trustee prepares and files the return based upon information it receives and/or provided by other members of the Board of Trustees. All relevant parties are involved with the preparation process so there is no need for those members to receive a copy prior to filing. Copies are available upon request at anytime.
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IRS990/TotalAssetsEOYAmt04683812
IRS990/TotalAssetsGrp/BOYAmt04696344
IRS990/TotalAssetsGrp/EOYAmt04683812
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01730
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039803
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0151798
IRS990/TotalFunctionalExpensesGrp/TotalAmt0191601
IRS990/TotalGrossUBIAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04696344
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04683812
IRS990/TotalOtherCompensationAmt011138
IRS990/TotalProgramServiceExpensesAmt0151798
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0177339
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0179069
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04696344
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04683812
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0724 SOUTH STREET
IRS990/USAddress/CityNm0Appleton
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054914
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Ward Anderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Attorney
ReturnHeader/BusinessOfficerGrp/PhoneNum06514569000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST CONGREGATIONAL CHURCH
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0237417708
ReturnHeader/Filer/PhoneNum09203809960
ReturnHeader/Filer/USAddress/AddressLine1Txt03913 W PROSPECT AVE
ReturnHeader/Filer/USAddress/CityNm0Appleton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054914
ReturnHeader/ReturnTs02021-07-28T13:01:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ward Anderson
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,683,812
Liabilities
$0
Net assets
$4,683,812
Revenue
$179,069
Expenses
$191,601
Net income
-$12,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.25$0.25$0.00
2024Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.31$0.18$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.27$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.35$0.20$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.00$5.24$0.75$0.19$0.56
2020Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.18$0.19$0.01