Civic Intelligence

Christ Church Endowment Trust First Bank Na Ttee

990 • Fiscal year 2023 • EIN 39-0824006

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$9,748

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 25.6% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

38th percentile

-0.6%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$729,601

Down $4,504 (-0.6%) from 2022

Net Assets

Down

$729,601

Down $4,504 (-0.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin22nd percentile

Revenue

Down

$38,017

Down $31,466 (-45%) from 2022

Expenses

Down

$42,515

Down $11,778 (-22%) from 2022

Net Income

Down

-$4,498

Down $19,688 (-130%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2023

Assets$729,601
Liabilities$0
Net Assets$729,601
Open 2023 Filing

Operations Trend

Revenue Growth7th 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

2023

Revenue$38,017
Expenses$42,515
Net Income-$4,498
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Gross Receipts
$186,914
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$733,714$729,601▼ $4,113
Investments in Publicly Traded Securities$709,343$689,788▼ $19,555
Savings and Temporary Cash Investments$24,372$38,967▲ $14,595
Rtn Earn Endowment Incm Other Fnds$391--
Total Assets$734,105$729,601▼ $4,504
Other Assets Total$390$846▲ $456
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$734,105$729,601▼ $4,504
Total Liabilities and Net Assets / Fund Balance$734,105$729,601▼ $4,504
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee$9,748$9,748

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
$0
Program Service Revenue
$0
Investment Income
$37,994
Other Revenue
$23
Change in Net Assets
$-4,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$31,468
Salaries, Compensation, and Employee Benefits$9,748
Other Expenses$1,299
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$31,468--$31,468
Current Officers, Directors, Trustees, and Key Employees-$9,748-$9,748
Fees for Services Accounting-$732-$732
Other Expenses-$567-$567
Total Functional Expenses$31,468$11,047$0$42,515
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Christ Episcopal ChurchWhitefish Bay, WI501(c)(3)Provide support for religious activity of Christ Church$31,468
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
2024-05-09
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
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“ROUNDING”

Raw XML AppendixShowing 400 of 416 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/PersonNm1Amy Junker
IRS990/Form990PartVIISectionAGrp/PersonNm2William Morse
IRS990/Form990PartVIISectionAGrp/PersonNm3Dennis Davis
IRS990/Form990PartVIISectionAGrp/PersonNm4David Roach
IRS990/Form990PartVIISectionAGrp/PersonNm5William Foote
IRS990/Form990PartVIISectionAGrp/PersonNm6Michael McCabe
IRS990/Form990PartVIISectionAGrp/PersonNm7SUSAN E LOVERN
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IRS990/Form990PartVIISectionAGrp/PersonNm9PETER TOMASI
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IRS990/Form990PartVIISectionAGrp/PersonNm11Jay Mueller
IRS990/Form990PartVIISectionAGrp/PersonNm12Sybil Bell
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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
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member of Endowment Board
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member of Endowment Board
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member of Endowment Board
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member of Endowment Board
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Member of Endowment Board
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt031468
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHRIST CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt031468
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt031468
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/ExplanationTxt7ROUNDING
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/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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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/LoansOrGuaranteesToOtherOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0729601
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IRS990/TotalReportableCompFromOrgAmt09748
IRS990/TotalRevenueGrp/ExclusionAmt038017
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt038017
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0729601
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04147656635
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHRIST CHURCH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHRI
ReturnHeader/Filer/EIN0390824006
ReturnHeader/Filer/PhoneNum04147656635
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ReturnHeader/Filer/USAddress/ZIPCd0532010634

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$729,601
Liabilities
$0
Net assets
$729,601
Revenue
$38,017
Expenses
$42,515
Net income
-$4,498
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