Civic Intelligence

Christ Church Endowment Trust First Bank Na Ttee

990 • Fiscal year 2013 • EIN 39-0824006

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

P O Box 2043Milwaukee, WI 53201-9668

(414) 765-6635

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Up

$755,855

Up $87,104 (+13%) from 2012

Net Assets

Up

$755,855

Up $87,104 (+13%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$122,216

No earlier filing loaded for comparison.

Expenses

Up

$35,112

Up $3,081 (+9.6%) from 2012

Net Income

$87,104

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $681,370Liabilities 2010: $0Net Assets 2010: $681,3702010Assets 2011: $686,896Liabilities 2011: $0Net Assets 2011: $686,8962011Assets 2012: $668,751Liabilities 2012: $0Net Assets 2012: $668,7512012Assets 2013: $755,855Liabilities 2013: $0Net Assets 2013: $755,8552013Assets 2014: $749,152Liabilities 2014: $0Net Assets 2014: $749,1522014Assets 2015: $736,333Liabilities 2015: $0Net Assets 2015: $736,3332015Assets 2016: $713,109Liabilities 2016: $0Net Assets 2016: $713,1092016Assets 2017: $688,203Liabilities 2017: $0Net Assets 2017: $688,2032017Assets 2018: $679,500Liabilities 2018: $0Net Assets 2018: $679,5002018Assets 2019: $665,230Liabilities 2019: $0Net Assets 2019: $665,2302019Assets 2020: $627,950Liabilities 2020: $0Net Assets 2020: $627,9502020Assets 2021: $718,924Liabilities 2021: $0Net Assets 2021: $718,9242021Assets 2022: $734,105Liabilities 2022: $0Net Assets 2022: $734,1052022Assets 2023: $729,601Liabilities 2023: $0Net Assets 2023: $729,6012023Assets 2024: $755,577Liabilities 2024: $0Net Assets 2024: $755,5772024

Highlighted filing

2013

Assets$755,855
Liabilities$0
Net Assets$755,855

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $24,6602010Expenses 2011: $30,2662011Expenses 2012: $32,0312012Revenue 2013: $122,216Expenses 2013: $35,112Net Income 2013: $87,1042013Revenue 2014: $35,156Expenses 2014: $41,859Net Income 2014: -$6,7032014Revenue 2015: $31,318Expenses 2015: $44,130Net Income 2015: -$12,8122015Revenue 2016: $23,567Expenses 2016: $46,750Net Income 2016: -$23,1832016Revenue 2017: $23,514Expenses 2017: $47,888Net Income 2017: -$24,3742017Revenue 2018: $41,677Expenses 2018: $49,771Net Income 2018: -$8,0942018Revenue 2019: $36,601Expenses 2019: $50,654Net Income 2019: -$14,0532019Revenue 2020: $22,828Expenses 2020: $60,094Net Income 2020: -$37,2662020Revenue 2021: $143,316Expenses 2021: $52,341Net Income 2021: $90,9752021Revenue 2022: $69,483Expenses 2022: $54,293Net Income 2022: $15,1902022Revenue 2023: $38,017Expenses 2023: $42,515Net Income 2023: -$4,4982023Revenue 2024: $120,804Expenses 2024: $94,827Net Income 2024: $25,9772024

Highlighted filing

2013

Revenue$122,216
Expenses$35,112
Net Income$87,104
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Gross Receipts
$581,463
Mission and Program Overview

Mission

Funding Support for Religious Activity at Christ Episcopal Church Whitefish Bay, Wisconsin

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$668,751$755,855▲ $87,104
Investments in Publicly Traded Securities$530,914$750,014▲ $219,100
Savings and Temporary Cash Investments$137,837$5,841▼ $131,996
Total Assets$668,751$755,855▲ $87,104
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$668,751$755,855▲ $87,104
Total Liabilities and Net Assets / Fund Balance$668,751$755,855▲ $87,104
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael FischerChairmen of Endowment Board
Amy JunkerMember of Endowment Board
David RoachMember of Endowment Board
Dennis DavisMember of Endowment Board
Jay MuellerMember of Endowment Board
Michael McCabeMember of Endowment Board
Penny CruseMember of Endowment Board
William FooteMember of Endowment Board
William MorseMember of Endowment Board
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,609
Program Service Revenue
$0
Investment Income
$116,607
Other Revenue
$0
Change in Net Assets
$87,104
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,660
Salaries, Compensation, and Employee Benefits$7,702
Other Expenses$750
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,660--$26,660
Current Officers, Directors, Trustees, and Key Employees-$7,702-$7,702
Fees for Services Accounting-$750-$750
Total Functional Expenses$26,660$8,452$0$35,112
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-1507335--Provide support for religious activity of Christ Church$26,660
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
Yes
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 1A

no differences in member's voting rights

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

Direction to deposit into the various sub accounts are given by the vestry of Christ Episcopal Church. Distributions are monthly income Documentation is maintained in the minutes of the vestry and/or the approate church committee.

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

Minutes of the meetings.

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

A copy of the form 990 is provided to the Endowment committee at the time of filing.

Filing and Contact Details

Filer

EIN
39-0824006
Phone
4147656635

Signing Officer

Name
US Bank N a -trustee by Zora Walker
Title
Tr Tax Officer
Phone
4147656635
Signed
2014-05-13

Organization Details

Formed
1982
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Description of Process for Determining Compensation

Only compensation is to the institutional trustee, U.S. Bank, N.A.

Description of Process for Determining Compensation

No compensation made to these persons.

Description for Making Documents Public

Requests made to the board of the endowment trust or church.

Description for Making Documents Public

Upon Request

Estimate of Average Hours Per Week Devoted to Related Organizations

U.S.Bank, N.A. 40 hours

Raw XML Appendix362 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/TitleTxt1Member of Endowment Board
IRS990/Form990PartVIISectionAGrp/TitleTxt2Member of Endowment Board
IRS990/Form990PartVIISectionAGrp/TitleTxt3Member of Endowment Board
IRS990/Form990PartVIISectionAGrp/TitleTxt4Member of Endowment Board
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member of Endowment Board
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Member of Endowment Board
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member of Endowment Board
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
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IRS990ScheduleI/RecipientTable/RecipientEIN0391507335
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Endowment committee of Christ Church maintains records & reviews contributions to & distributions from this trust.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0no differences in member's voting rights
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Direction to deposit into the various sub accounts are given by the vestry of Christ Episcopal Church. Distributions are monthly income Documentation is maintained in the minutes of the vestry and/or the approate church committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Minutes of the meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A copy of the form 990 is provided to the Endowment committee at the time of filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Only compensation is to the institutional trustee, U.S. Bank, N.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No compensation made to these persons.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Requests made to the board of the endowment trust or church.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8U.S.Bank, N.A. 40 hours
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4DESCRIPTION OF PROCESS FOR DETERMINING COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5DESCRIPTION OF PROCESS FOR DETERMINING COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Religous activity (Church)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine105655 N Lake Drive
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Whitefish Bay
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode053217
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt026660
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt15609
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Distributions
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Receipts
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10Christ Episicopal Church
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11Christ Episicopal Church
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1c
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0668751
IRS990/TotalAssetsEOYAmt0755855
IRS990/TotalAssetsGrp/BOYAmt0668751
IRS990/TotalAssetsGrp/EOYAmt0755855
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05609
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08452
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026660
IRS990/TotalFunctionalExpensesGrp/TotalAmt035112
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0668751
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0755855
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt026660
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0116607
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0122216
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0668751
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0755855
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0US BANK N A -TRUSTEE BY ZORA WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Tr Tax Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum04147656635
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHRIST CHURCH ENDOWMENT TRUST 80032100
ReturnHeader/Filer/BusinessNameControlTxt0CHRI
ReturnHeader/Filer/EIN0390824006
ReturnHeader/Filer/PhoneNum04147656635
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 2043
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532019668
ReturnHeader/ReturnTs02014-05-13T17:56:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$1.21$0.95$0.26
2023Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.38$0.43$0.04
2022Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.69$0.54$0.15
2021Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$1.43$0.52$0.91
2020Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.23$0.60$0.37
2019Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.37$0.51$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.42$0.50$0.08
2017Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.24$0.48$0.24
2016Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.24$0.47$0.23
2015Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.31$0.44$0.13
2014Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.35$0.42$0.07
2013Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$1.22$0.35$0.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.69$0.00$6.69$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.87$0.00$6.87$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.81$0.00$6.81$0.25