Civic Intelligence

St Francis of Assisi Trust

EIN 26-6352790 • 501(c)3 • Necedah, WI

Profile

To provide for the maintenance and support of st. Francis of assisi catholic church in necedah, wisconsin. Specifically, the trust provides funding to assist the church with the maintenance of and improvements to the church building, church grounds, cemetary and cemetary grounds.

2001 South Main StreetNecedah, WI 54646

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

52nd percentile

4.2%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,539,021

Up $62,135 (+4.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,539,021

Up $62,135 (+4.2%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin89th percentile

Revenue

Up

$122,469

Up $206,836 (+245%) from 2023

Expenses

Down

$60,334

Down $3,866 (-6.0%) from 2023

Net Income

Up

$62,135

Up $210,702 (+142%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $748,705Liabilities 2010: $0Net Assets 2010: $748,7052010Assets 2011: $989,888Liabilities 2011: $0Net Assets 2011: $989,8882011Assets 2012: $955,137Liabilities 2012: $0Net Assets 2012: $955,1372012Assets 2013: $1,029,965Liabilities 2013: $0Net Assets 2013: $1,029,9652013Assets 2014: $1,095,498Liabilities 2014: $0Net Assets 2014: $1,095,4982014Assets 2015: $1,174,925Liabilities 2015: $0Net Assets 2015: $1,174,9252015Assets 2016: $1,221,082Liabilities 2016: $0Net Assets 2016: $1,221,0822016Assets 2017: $1,268,028Liabilities 2017: $0Net Assets 2017: $1,268,0282017Assets 2018: $1,372,770Liabilities 2018: $0Net Assets 2018: $1,372,7702018Assets 2019: $1,386,898Liabilities 2019: $0Net Assets 2019: $1,386,8982019Assets 2020: $1,331,562Liabilities 2020: $0Net Assets 2020: $1,331,5622020Assets 2021: $1,902,070Liabilities 2021: $0Net Assets 2021: $1,902,0702021Assets 2022: $1,625,453Liabilities 2022: $0Net Assets 2022: $1,625,4532022Assets 2023: $1,476,886Liabilities 2023: $0Net Assets 2023: $1,476,8862023Assets 2024: $1,539,021Liabilities 2024: $0Net Assets 2024: $1,539,0212024

Highlighted filing

2024

Assets$1,539,021
Liabilities$0
Net Assets$1,539,021
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $3752010Expenses 2011: $12,0242011Expenses 2012: $79,4652012Revenue 2013: $107,952Expenses 2013: $33,124Net Income 2013: $74,8282013Revenue 2014: $137,672Expenses 2014: $72,139Net Income 2014: $65,5332014Revenue 2015: $100,396Expenses 2015: $20,969Net Income 2015: $79,4272015Revenue 2016: $127,783Expenses 2016: $81,626Net Income 2016: $46,1572016Revenue 2017: $74,801Expenses 2017: $27,855Net Income 2017: $46,9462017Revenue 2018: $163,525Expenses 2018: $58,783Net Income 2018: $104,7422018Revenue 2019: $74,981Expenses 2019: $60,853Net Income 2019: $14,1282019Revenue 2020: $5,666Expenses 2020: $61,002Net Income 2020: -$55,3362020Revenue 2021: $631,557Expenses 2021: $61,049Net Income 2021: $570,5082021Revenue 2022: -$203,674Expenses 2022: $72,943Net Income 2022: -$276,6172022Revenue 2023: -$84,367Expenses 2023: $64,200Net Income 2023: -$148,5672023Revenue 2024: $122,469Expenses 2024: $60,334Net Income 2024: $62,1352024

Highlighted filing

2024

Revenue$122,469
Expenses$60,334
Net Income$62,135
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,539,021
Liabilities
$0
Net assets
$1,539,021
Revenue
$122,469
Expenses
$60,334
Net income
$62,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.12$0.06$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.08$0.06$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.20$0.07$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.63$0.06$0.57
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.01$0.06$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.07$0.06$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.16$0.06$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.07$0.03$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.13$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.10$0.02$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.14$0.07$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.11$0.03$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Gross Receipts
$514,858
Mission and Program Overview

Mission

To provide for the maintenance and support of st. Francis of assisi catholic church in necedah, wisconsin. Specifically, the trust provides funding to assist the church with the maintenance of and improvements to the church building, church grounds, cemetary and cemetary grounds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,476,886$1,539,021▲ $62,135
Investments in Publicly Traded Securities$1,292,142$1,511,521▲ $219,379
Savings and Temporary Cash Investments$184,490$27,164▼ $157,326
Total Assets$1,476,886$1,539,021▲ $62,135
Other Assets Total$254$336▲ $82
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,476,886$1,539,021▲ $62,135
Total Liabilities and Net Assets / Fund Balance$1,476,886$1,539,021▲ $62,135
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Deacon Paul ArbanasTrustee
George E SchumerTrustee
Reverend Wesley JanowskiTrustee
Sandra L HatchTrustee
William G HatchTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$122,469
Other Revenue
$0
Change in Net Assets
$62,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,100
Other Expenses$9,234
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,100--$51,100
Fees for Service Investment Mgmnt Fees-$8,084-$8,084
Fees for Services Accounting-$1,150-$1,150
Total Functional Expenses$51,100$9,234$0$60,334
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Francis of Assisi Catholic ChurNecedah, WIChurchCapital Mainenance$51,100
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
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, Page 6, Part VI, Line 2

“William g hatch sandra l hatch trustee trustee spouse”

Form 990, Page 6, Part VI, Line 11B

“The return is provided to a designated trustee of the organization for review and signature prior to filing.”

Form 990, Page 6, Part VI, Line 19

“The organization does not make any documents available to the general public unless they are included on a form that is publicly available (i.e. Form 1023 and form 990). Such documents are provided upon request made to the organization's trustees.”

Filing and Contact Details

Filer

Filer Name
St Francis of Assisi Trust
EIN
26-6352790
Address
2001 SOUTH MAIN STREET, NECEDAH, WI 54646

Signing Officer

Name
William G Hatch
Title
Trustee
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra L Hatch
Formed
2008
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Becker and Kumm Cpas
Address
320 WEST GRAND AVENUE SUITE 301, WISCONSIN RAPIDS, WI 54495
Preparer
David W Kumm
Phone
7154235720
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide for the maintenance and support of st. Francis of assisi catholic church in necedah, wisconsin. Specifically, the trust provides funding to assist the church with the maintenance of and improvements to the church building, church grounds, cemetary and cemetary grounds.”

Raw XML Appendix368 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FOR THE MAINTENANCE AND SUPPORT OF ST. FRANCIS OF ASSISI CATHOLIC CHURCH IN NECEDAH, WISCONSIN. SPECIFICALLY, THE TRUST PROVIDES FUNDING TO ASSIST THE CHURCH WITH THE MAINTENANCE OF AND IMPROVEMENTS TO THE CHURCH BUILDING, CHURCH GROUNDS, CEMETARY AND CEMETARY GROUNDS.
IRS990/BooksInCareOfDetail/PersonNm0SANDRA HATCH
IRS990/BooksInCareOfDetail/PhoneNum06085652488
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O ST FRANCIS OF ASSIS CHURCH
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt02001 SOUTH MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NECEDAH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054646
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01476886
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01539021
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt051100
IRS990/CYInvestmentIncomeAmt0122469
IRS990/CYOtherExpensesAmt09234
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt062135
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt060334
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0122469
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PROVIDE FOR THE MAINTENANCE AND SUPPORT OF ST. FRANCIS OF ASSISI CATHOLIC CHURCH IN NECEDAH, WISCONSIN.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt051100
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01150
IRS990/FeesForServicesAccountingGrp/TotalAmt01150
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08084
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08084
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM G HATCH
IRS990/Form990PartVIISectionAGrp/PersonNm1SANDRA L HATCH
IRS990/Form990PartVIISectionAGrp/PersonNm2GEORGE E SCHUMER
IRS990/Form990PartVIISectionAGrp/PersonNm3REVEREND WESLEY JANOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm4DEACON PAUL ARBANAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt046045
IRS990/GainOrLossGrp/SecuritiesAmt040612
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt051100
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt051100
IRS990/GrantsToDomesticOrgsGrp/TotalAmt051100
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt046045
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0433001
IRS990/GrossReceiptsAmt0514858
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt035812
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035812
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01292142
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01511521
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0392389
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FOR THE MAINTENANCE AND SUPPORT OF ST. FRANCIS OF ASSISI CATHOLIC CHURCH IN NECEDAH, WISCONSIN. SPECIFICALLY, THE TRUST PROVIDES FUNDING TO ASSIST THE CHURCH WITH THE MAINTENANCE OF AND IMPROVEMENTS TO THE CHURCH BUILDING, CHURCH GROUNDS, CEMETARY AND CEMETARY GROUNDS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01476886
IRS990/NetAssetsOrFundBalancesEOYAmt01539021
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt086657
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt086657
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0254
IRS990/OtherAssetsTotalGrp/EOYAmt0336
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SANDRA L HATCH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt055700
IRS990/PYInvestmentIncomeAmt0-84367
IRS990/PYOtherExpensesAmt08500
IRS990/PYRevenuesLessExpensesAmt0-148567
IRS990/PYTotalExpensesAmt064200
IRS990/PYTotalRevenueAmt0-84367
IRS990/ReconcilationRevenueExpnssAmt062135
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0184490
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027164
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt038134
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt023720
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt02322
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt035812
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt023720
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt09234
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt08499
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt028900
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt015221
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt015221
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt051435
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt051435
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt012938
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt051435
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt051074
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt051435
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0361
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt051100
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt026
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0361
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt026
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt026
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0361
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt051100
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt051435
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.993487000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt051100
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt051100
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION IS ST. FRANCIS OF ASSISI CATHOLIC CHURCH OF NECEDAH, WISCONSIN. THE ORGANIZATION IS A MEMBER OF A RECOGNIZED DENOMINATION OF CHURCH DESCRIBED IN IRC SECTION 170(B)(1)(A)(I) AND, ACCORDINGLY, IS NOT REQUIRED TO OBTAIN RECOGNITION OF ITS PUBLIC CHARITY STATUS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE POSITIONS FOR THREE OF THE FIVE TRUSTEES OF THIS TRUST ARE RESERVED FOR THE PASTOR OF ST. FRANCIS OF ASSISI CATHOLIC CHURCH (THE SUPPORTED ORGANIZATION) AND TWO CHURCH MEMBERS APPOINTED BY HIM. ACCORDINGLY, THE PASTOR AND THESE MEMBERS HAVE A WORKING KNOWLEDGE OF THE FINANCIAL NEEDS OF THE SUPPORTED ORGANIZATION AND ARE ABLE TO PROVIDE INPUT REGARDING THE AMOUNT AND TIMING OF DISTRIBUTIONS AND IN SETTING AN INVESTMENT POLICY DESIGNED TO MEET THE CHURCH'S CURRENT AND PROJECTED NEEDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2ST. FRANCIS OF ASSISI TRUST WAS RESPONSIVE TO ST. FRANCIS OF ASSISI CATHOLIC CHURCH OF NECEDAH, WISCONSIN, DUE TO THE INTERRELATIONSHIP OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND THE CHURCH'S GOVERNING BODY. ST. FRANCIS OF ASSISI CATHOLIC CHURCH WAS ATTENTIVE TO THE OPERATIONS OF THIS ORGANIZATION BECAUSE THE SUPPORT RECEIVED FROM THIS ORGANIZATION WAS SIGNIFICANT TO THE MAINTENANCE AND IMPROVEMENT OF THE BUILDINGS, GROUNDS AND OTHER FACILITIES OF THE CHURCH.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01648340
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01491942
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01648340
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01491942
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt024725
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt022379
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01623615
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01469563
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt056827
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt051435
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01648340
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01491942
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt056827
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt051435
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391276412
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt051100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST FRANCIS OF ASSISI CATHOLIC CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt051100
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt051100
IRS990ScheduleI/RecipientTable/IRCSectionDesc0CHURCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CAPITAL MAINENANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST FRANCIS OF ASSISI CATHOLIC CHUR
IRS990ScheduleI/RecipientTable/RecipientEIN0391276412
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02001 S MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NECEDAH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054646
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE FOR THE MAINTENANCE AND SUPPORT OF ST. FRANCIS OF ASSISI CATHOLIC CHURCH IN NECEDAH, WISCONSIN. SPECIFICALLY, THE TRUST PROVIDES FUNDING TO ASSIST THE CHURCH WITH THE MAINTENANCE OF AND IMPROVEMENTS TO THE CHURCH BUILDING, CHURCH GROUNDS, CEMETARY AND CEMETARY GROUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WILLIAM G HATCH SANDRA L HATCH TRUSTEE TRUSTEE SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS PROVIDED TO A DESIGNATED TRUSTEE OF THE ORGANIZATION FOR REVIEW AND SIGNATURE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ANY DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UNLESS THEY ARE INCLUDED ON A FORM THAT IS PUBLICLY AVAILABLE (I.E. FORM 1023 AND FORM 990). SUCH DOCUMENTS ARE PROVIDED UPON REQUEST MADE TO THE ORGANIZATION'S TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01476886
IRS990/TotalAssetsEOYAmt01539021
IRS990/TotalAssetsGrp/BOYAmt01476886
IRS990/TotalAssetsGrp/EOYAmt01539021
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09234
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051100
IRS990/TotalFunctionalExpensesGrp/TotalAmt060334
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01476886
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01539021
IRS990/TotalProgramServiceExpensesAmt051100
IRS990/TotalRevenueGrp/ExclusionAmt0122469
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0122469
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01476886
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01539021
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0N15301 13TH AVENUE
IRS990/USAddress/CityNm0NECEDAH
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054646
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM G HATCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST FRANCIS OF ASSISI TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STFR
ReturnHeader/Filer/EIN0266352790
ReturnHeader/Filer/USAddress/AddressLine1Txt02001 SOUTH MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0NECEDAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054646
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391342388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKER AND KUMM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 WEST GRAND AVENUE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WISCONSIN RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054495
ReturnHeader/PreparerPersonGrp/PhoneNum07154235720
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W KUMM
ReturnHeader/ReturnTs02025-05-15T15:22:01-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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