Civic Intelligence

Trinity Endowment Trust 80479 Mnbd Ttee

990 • Fiscal year 2018 • EIN 38-6476953

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization ProfileN/A
PO Box 75000Detroit, MI 48275-7874

(313) 222-7092

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$5,839

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

56th percentile

3.6%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-35%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$628,229

Up $21,583 (+3.6%) from 2017

Net Assets

Up

$628,229

Up $21,583 (+3.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin97th percentile

Revenue

Down

$27,638

Down $14,636 (-35%) from 2017

Expenses

Up

$5,848

Up $405 (+7.4%) from 2017

Net Income

Down

$21,790

Down $15,041 (-41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$800K$600K$400K$200K$0Assets 2010: $396,508Liabilities 2010: $0Net Assets 2010: $396,5082010Assets 2011: $396,852Liabilities 2011: $0Net Assets 2011: $396,8522011Assets 2012: $408,668Liabilities 2012: $0Net Assets 2012: $408,6682012Assets 2013: $395,928Liabilities 2013: $0Net Assets 2013: $395,9282013Assets 2014: $399,947Liabilities 2014: $0Net Assets 2014: $399,9472014Assets 2015: $606,204Liabilities 2015: $0Net Assets 2015: $606,2042015Assets 2016: $569,815Liabilities 2016: $0Net Assets 2016: $569,8152016Assets 2017: $606,646Liabilities 2017: $0Net Assets 2017: $606,6462017Assets 2018: $628,229Liabilities 2018: $0Net Assets 2018: $628,2292018Assets 2019: $570,728Liabilities 2019: $0Net Assets 2019: $570,7282019Assets 2020: $599,965Liabilities 2020: $0Net Assets 2020: $599,9652020Assets 2021: $638,896Liabilities 2021: $0Net Assets 2021: $638,8962021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2018

Assets$628,229
Liabilities$0
Net Assets$628,229
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $4,3962010Revenue 2011: $15,142Expenses 2011: $14,798Net Income 2011: $3442011Expenses 2012: $5,1042012Revenue 2013: $17,984Expenses 2013: $30,724Net Income 2013: -$12,7402013Revenue 2014: $10,018Expenses 2014: $5,999Net Income 2014: $4,0192014Revenue 2015: $223,589Expenses 2015: $14,255Net Income 2015: $209,3342015Revenue 2016: $20,279Expenses 2016: $56,668Net Income 2016: -$36,3892016Revenue 2017: $42,274Expenses 2017: $5,443Net Income 2017: $36,8312017Revenue 2018: $27,638Expenses 2018: $5,848Net Income 2018: $21,7902018Revenue 2019: $47,010Expenses 2019: $105,919Net Income 2019: -$58,9092019Revenue 2020: $34,737Expenses 2020: $5,225Net Income 2020: $29,5122020Revenue 2021: $44,955Expenses 2021: $6,024Net Income 2021: $38,9312021Revenue 2022: $76,058Expenses 2022: $714,954Net Income 2022: -$638,8962022

Highlighted filing

2018

Revenue$27,638
Expenses$5,848
Net Income$21,790
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.0
Gross Receipts
$215,225
Mission and Program Overview

Mission

To distribute net income as requested to the trinity lutheran church for the purpose for which this fund was established.

To distribute net income as requested to the trinity lutheran church for the purpose for which this fund wasestablished.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$606,646$628,229▲ $21,583
Investments Other Securities$600,825$474,302▼ $126,523
Investments in Publicly Traded Securities-$151,040-
Savings and Temporary Cash Investments$4,328$1,885▼ $2,443
Accounts Receivable$1,493$1,002▼ $491
Total Assets$606,646$628,229▲ $21,583
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$606,646$628,229▲ $21,583
Total Liabilities and Net Assets / Fund Balance$606,646$628,229▲ $21,583
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
-Trustee$5,839$5,839

Board Members and Trustees

NameTitle
Christopher KarlePresident
David MassVice President
Douglas DossinEndowment Committee Member
Gary MarowskeEndowment Committee Member
Michael PageEndowment Committee Member
Robert BenderEndowment Committee Member
Jerris RosenthalEndownment Committee Member
Michael PageEndownment Committee Member
Suzanne KromathSecretary
Gerald BarkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$27,638
Other Revenue
$0
Change in Net Assets
$21,790
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,510
Other Expenses$338
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$5,510-$5,510
Fees for Service Investment Mgmnt Fees-$328-$328
All Other Expenses-$10-$10
Total Functional Expenses$0$5,848$0$5,848
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 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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This is a trust used to preserve and grow the assets set aside in trust for the financial support of the trinity lutheran church. The trustee reviews the investments and has discussion with church officials ar required under the trust document.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This trust is used to preserve and grow the assets set aside in trust for the financial support of the trinity lutheran church. The trustee reviews the investments and has discussion with church officials as required under the trust document. There are no sub committees for this trust.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trustee is instructed in the governing document to have prepared file all tax returns. The trustee reviews the returns prior to filing”

Form 990, Page 6, Part VI, Line 19

“Trustee has copies available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Historic Trinity Endowment Trust
EIN
38-6476953
Phone
3132227092
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Sandra Miller
Title
Vice President
Phone
3132227092
Signed
2019-05-10

Organization Details

Principal Officer
Matthew Wasmund
Formed
1985
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Kpmg Llp
Address
2020 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Bradley N Sprong
Phone
8558073423
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Difference between cash received and reportable income.”

Raw XML Appendix331 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0ENDOWMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1ENDOWMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2ENDOWMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3ENDOWNMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6ENDOWMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7ENDOWNMENT COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS IS A TRUST USED TO PRESERVE AND GROW THE ASSETS SET ASIDE IN TRUST FOR THE FINANCIAL SUPPORT OF THE TRINITY LUTHERAN CHURCH. THE TRUSTEE REVIEWS THE INVESTMENTS AND HAS DISCUSSION WITH CHURCH OFFICIALS AR REQUIRED UNDER THE TRUST DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS TRUST IS USED TO PRESERVE AND GROW THE ASSETS SET ASIDE IN TRUST FOR THE FINANCIAL SUPPORT OF THE TRINITY LUTHERAN CHURCH. THE TRUSTEE REVIEWS THE INVESTMENTS AND HAS DISCUSSION WITH CHURCH OFFICIALS AS REQUIRED UNDER THE TRUST DOCUMENT. THERE ARE NO SUB COMMITTEES FOR THIS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE IS INSTRUCTED IN THE GOVERNING DOCUMENT TO HAVE PREPARED FILE ALL TAX RETURNS. THE TRUSTEE REVIEWS THE RETURNS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEE HAS COPIES AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIFFERENCE BETWEEN CASH RECEIVED AND REPORTABLE INCOME.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0606646
IRS990/TotalAssetsEOYAmt0628229
IRS990/TotalAssetsGrp/BOYAmt0606646
IRS990/TotalAssetsGrp/EOYAmt0628229
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05848
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05848
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0606646
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0628229
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt05839
IRS990/TotalRevenueGrp/ExclusionAmt018187
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt027638
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0606646
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0628229
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0411 W LAFAYETTE 4TH FLOOR
IRS990/USAddress/CityNm0DETROIT
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd0482753462
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03132227092
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC TRINITY ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0386476953
ReturnHeader/Filer/PhoneNum03132227092
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EFA4580EE7DBD4201230898E010906F25BEAEA41
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DA9332E30923B290604223FB001D226E50A12EC0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.207.253.96
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02019-05-13T17:54:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$628,229
Liabilities
$0
Net assets
$628,229
Revenue
$27,638
Expenses
$5,848
Net income
$21,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.76$7.15$6.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.39$0.00$6.39$0.45$0.06$0.39
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.00$0.00$6.00$0.35$0.05$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$0.00$5.71$0.47$1.06$0.59
2018Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.28$0.06$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.00$6.07$0.42$0.05$0.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.00$5.70$0.20$0.57$0.36
2015Summary only. Only limited summary data is available for this year.$6.06$0.00$6.06$2.24$0.14$2.09
2014Summary only. Only limited summary data is available for this year.$4.00$0.00$4.00$0.10$0.06$0.04
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.96$0.00$3.96$0.18$0.31$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.00$4.09$0.05
2011Summary only. Only limited summary data is available for this year.$3.97$0.00$3.97$0.15$0.15$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.00$3.97$0.04