Civic Intelligence

Trinity Endowment Trust 80479 Mnbd Ttee

990 • Fiscal year 2020 • EIN 38-6476953

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

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

(313) 222-9114

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.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$5,502

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

47th percentile

5.1%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-26%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$599,965

Up $29,237 (+5.1%) from 2019

Net Assets

Up

$599,965

Up $29,237 (+5.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin97th percentile

Revenue

Down

$34,737

Down $12,273 (-26%) from 2019

Expenses

Down

$5,225

Down $100,694 (-95%) from 2019

Net Income

Up

$29,512

Up $88,421 (+150%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2020

Assets$599,965
Liabilities$0
Net Assets$599,965
Open 2020 Filing

Operations Trend

Revenue Growth22nd 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

2020

Revenue$34,737
Expenses$5,225
Net Income$29,512
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.0
Gross Receipts
$37,354
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$570,728$599,965▲ $29,237
Investments Other Securities$399,498$441,261▲ $41,763
Investments in Publicly Traded Securities$151,040$151,040→ $0
Savings and Temporary Cash Investments$6,317$5,543▼ $774
Accounts Receivable$13,873$2,121▼ $11,752
Total Assets$570,728$599,965▲ $29,237
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$570,728$599,965▲ $29,237
Total Liabilities and Net Assets / Fund Balance$570,728$599,965▲ $29,237
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
-Trustee$5,502$5,502

Board Members and Trustees

NameTitle
Christopher KarlePresident
David MassVice President
Gary MarowskiBoard Member
Rev D Lee AndrejewskiBoard Member
Douglas DossinEndowment Committee Member
Robert BenderEndowment Committee Member
Timothy SchleyEndowment 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
$34,737
Other Revenue
$0
Change in Net Assets
$29,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,220
Other Expenses$5
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-$5,220-$5,220
Fees for Service Investment Mgmnt Fees-$5-$5
Total Functional Expenses$0$5,225$0$5,225
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

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 as 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
3132229114
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Matt Cleary
Title
Tr Tax Officer
Phone
3132229114
Signed
2021-05-11

Organization Details

Principal Officer
Michael Wetzel
Formed
1985
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Kpmg Llp
Address
60 E RIO SALADO PKWY SUITE 800, TEMPE, AZ 85281
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 Appendix345 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/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
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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 AS 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/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0570728
IRS990/TotalAssetsEOYAmt0599965
IRS990/TotalAssetsGrp/BOYAmt0570728
IRS990/TotalAssetsGrp/EOYAmt0599965
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05225
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05225
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0570728
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0599965
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt05502
IRS990/TotalRevenueGrp/ExclusionAmt013751
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034737
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0570728
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0599965
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT CLEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TR TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03132229114
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC TRINITY ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0386476953
ReturnHeader/Filer/PhoneNum03132229114
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 E RIO SALADO PKWY SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMPE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085281
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02021-05-12T12:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$599,965
Liabilities
$0
Net assets
$599,965
Revenue
$34,737
Expenses
$5,225
Net income
$29,512
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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