Civic Intelligence

Christ Church Endowment Trust First Bank Na Ttee

990 • Fiscal year 2019 • EIN 39-0824006

Jan 01, 2019 to Dec 31, 2019 • Filed on May 07, 2020

Organization Profilen/a
PO Box 0634Milwaukee, WI 53201-0634

(414) 765-6635

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

8th percentile

-38%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$9,934

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 27.1% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$665,230

Down $14,270 (-2.1%) from 2018

Net Assets

Down

$665,230

Down $14,270 (-2.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin8th percentile

Revenue

Down

$36,601

Down $5,076 (-12%) from 2018

Expenses

Up

$50,654

Up $883 (+1.8%) from 2018

Net Income

Down

-$14,053

Down $5,959 (-74%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

2019

Assets$665,230
Liabilities$0
Net Assets$665,230
Open 2019 Filing

Operations Trend

Revenue Growth22nd percentile

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

2019

Revenue$36,601
Expenses$50,654
Net Income-$14,053
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 7, 2020
Return Version
2019v5.0
Gross Receipts
$179,179
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$679,500$665,230▼ $14,270
Investments in Publicly Traded Securities$657,922$646,544▼ $11,378
Savings and Temporary Cash Investments$19,605$18,664▼ $941
Cash and Non-Interest-Bearing Accounts$1,973--
Total Assets$679,500$665,230▼ $14,270
Other Assets Total-$22-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$679,500$665,230▼ $14,270
Total Liabilities and Net Assets / Fund Balance$679,500$665,230▼ $14,270
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
-Trustee$9,934$9,934

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
Nicholas WillemsMember of Endowment Board
Penny CruseMember of Endowment Board
Peter TomasiMember of Endowment Board
Susan E LovernMember of Endowment Board
Sybil BellMember of Endowment Board
William FooteMember of Endowment Board
William MorseMember of Endowment Board
Revenue and Support

Revenue Composition

Contributions and Grants
$11,115
Program Service Revenue
$0
Investment Income
$25,486
Other Revenue
$0
All Other Contributions
$11,115
Change in Net Assets
$-14,053
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,578
Salaries, Compensation, and Employee Benefits$9,934
Other Expenses$1,142
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,578--$39,578
Current Officers, Directors, Trustees, and Key Employees$0$9,934-$9,934
Fees for Services Accounting-$750-$750
Other Expenses-$392-$392
Total Functional Expenses$39,578$11,076$0$50,654
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Christ Episcopal ChurchWhitefish Bay, WI501(c)(3)Provide support for religious activity of Christ Church$39,578
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

“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.”

FORM 990, PAGE 6, PART VI, LINE 15A

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

FORM 990, PAGE 6, PART VI, LINE 15B

“No compensation made to these persons.”

Form 990, Page 6, Part VI, Line 18

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

Form 990, Page 6, Part VI, Line 19

“Upon Request”

Filing and Contact Details

Filer

Filer Name
Christ Church Endowment Trust
EIN
39-0824006
Phone
4147656635
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
4147656635
Signed
2020-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
US Bank Na
Formed
1982
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
1
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Cost basis adjustment (217)”

Raw XML AppendixShowing 400 of 413 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/PersonNm2William Morse
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IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
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IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt039578
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt039578
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Provide support for religious activity of Christ Church
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Christ Episcopal Church
IRS990ScheduleI/RecipientTable/RecipientEIN0391507335
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05655 N Lake Dr
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Whitefish Bay
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053217
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Direction 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/ExplanationTxt1Minutes of the meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of the form 990 is provided to the Endowment committee at the time of filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Only compensation is to the institutional trustee, U.S. Bank, N.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No compensation made to these persons.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Requests made to the board of the endowment trust or church.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COST BASIS ADJUSTMENT (217)
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 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Christ Episicopal Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391507335
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Religous activity (Church)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05655 N Lake Drive
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Whitefish Bay
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0679500
IRS990/TotalAssetsEOYAmt0665230
IRS990/TotalAssetsGrp/BOYAmt0679500
IRS990/TotalAssetsGrp/EOYAmt0665230
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011115
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011076
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039578
IRS990/TotalFunctionalExpensesGrp/TotalAmt050654
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 0634
IRS990/USAddress/CityNm0MILWAUKEE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0532010634
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04147656635
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHRIST CHURCH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHRI
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.35.58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$665,230
Liabilities
$0
Net assets
$665,230
Revenue
$36,601
Expenses
$50,654
Net income
-$14,053
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