Civic Intelligence

Holy Trinity Catholic Schools Educational Foundation

990 • Fiscal year 2015 • EIN 42-1330855

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 24, 2016

Organization ProfileN/A
17 Cindy DriveFort Madison, IA 52627

(319) 372-1132

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

18th percentile

-6.7%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

7.8%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,304,135

Down $93,778 (-6.7%) from 2014

Net Assets

Down

$1,304,135

Down $93,778 (-6.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin74th percentile

Revenue

Up

$97,492

Up $7,017 (+7.8%) from 2014

Expenses

Down

$82,910

Down $25,564 (-24%) from 2014

Net Income

Up

$14,582

Up $32,581 (+181%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,243,218Liabilities 2011: $0Net Assets 2011: $1,243,2182011Assets 2012: $1,402,089Liabilities 2012: $0Net Assets 2012: $1,402,0892012Assets 2013: $1,434,841Liabilities 2013: $0Net Assets 2013: $1,434,8412013Assets 2014: $1,397,913Liabilities 2014: $0Net Assets 2014: $1,397,9132014Assets 2015: $1,304,135Liabilities 2015: $0Net Assets 2015: $1,304,1352015Assets 2016: $1,319,431Liabilities 2016: $0Net Assets 2016: $1,319,4312016Assets 2017: $1,368,101Liabilities 2017: $0Net Assets 2017: $1,368,1012017Assets 2018: $1,200,487Liabilities 2018: $2,759Net Assets 2018: $1,197,7282018Assets 2019: $1,293,767Liabilities 2019: $3,338Net Assets 2019: $1,290,4292019Assets 2020: $1,436,865Liabilities 2020: $0Net Assets 2020: $1,436,8652020Assets 2021: $1,577,412Liabilities 2021: $0Net Assets 2021: $1,577,4122021Assets 2022: $1,376,621Liabilities 2022: $0Net Assets 2022: $1,376,6212022Assets 2023: $1,575,700Liabilities 2023: $0Net Assets 2023: $1,575,7002023Assets 2024: $1,865,945Liabilities 2024: $0Net Assets 2024: $1,865,9452024

Highlighted filing

2015

Assets$1,304,135
Liabilities$0
Net Assets$1,304,135
Open 2015 Filing

Operations Trend

Revenue Growth60th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $52,558Expenses 2011: $71,774Net Income 2011: -$19,2162011Expenses 2012: $96,4382012Revenue 2013: $83,548Expenses 2013: $136,346Net Income 2013: -$52,7982013Revenue 2014: $90,475Expenses 2014: $108,474Net Income 2014: -$17,9992014Revenue 2015: $97,492Expenses 2015: $82,910Net Income 2015: $14,5822015Revenue 2016: $13,976Expenses 2016: $73,373Net Income 2016: -$59,3972016Revenue 2017: $91,342Expenses 2017: $172,874Net Income 2017: -$81,5322017Revenue 2018: $118,633Expenses 2018: $136,396Net Income 2018: -$17,7632018Revenue 2019: $154,739Expenses 2019: $180,810Net Income 2019: -$26,0712019Revenue 2020: $138,021Expenses 2020: $123,346Net Income 2020: $14,6752020Revenue 2021: $205,847Expenses 2021: $92,079Net Income 2021: $113,7682021Revenue 2022: $102,984Expenses 2022: $104,196Net Income 2022: -$1,2122022Revenue 2023: $93,502Expenses 2023: $94,815Net Income 2023: -$1,3132023Revenue 2024: $295,909Expenses 2024: $102,059Net Income 2024: $193,8502024

Highlighted filing

2015

Revenue$97,492
Expenses$82,910
Net Income$14,582
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 24, 2016
Return Version
2015v2.1
Gross Receipts
$97,492
Mission and Program Overview

Mission

Support the local catholic school system

The Holy Trinity Catholic Schools Educational Foundation exists to support the local Catholic school system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,397,913$1,304,135▼ $93,778
Investments Other Securities$1,320,057$1,190,967▼ $129,090
Cash and Non-Interest-Bearing Accounts$77,856$113,168▲ $35,312
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,397,913$1,304,135▼ $93,778
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,397,913$1,304,135▼ $93,778
Total Liabilities and Net Assets / Fund Balance$1,397,913$1,304,135▼ $93,778

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,190,967--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Brian FoeckePresident
Larry HoltkampVice President
Cindy WellmanDIRector
Dennis OsipowiczDirector
Fr David WilkeningDirector
Karen BeckerDirector
Kathy OsmanskiDirector
Larry MenkeDirector
Paul MohrfeldDirector
Susan PieperDirector
Ted VonderhaarDirector
Rhonda PieperSecretary
Greg GarrelsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$43,000
Investment Income
$54,492
Other Revenue
$0
Change in Net Assets
$14,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$58,500
Other Expenses$24,410
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$58,500--$58,500
Fees for Service Investment Mgmnt Fees-$16,721-$16,721
Fees for Services Management-$7,675-$7,675
Office Expenses-$14-$14
Total Functional Expenses$58,500$24,410$0$82,910
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Catholic SchoolWest Point, IA-Private Catholic School Tuition$58,500
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

Form 990, Part VI, Section B, line 11

“Line 11a explanation - The Form 990 is distributed to the members via e-mail in .pdf format for their REVIEW.”

Form 990, Part VI, Section C, line 19

“Request documents in writing or in person to the individual stated on Form 990; Part VI, Section C, line 20.”

Filing and Contact Details

Filer

Filer Name
Holy Trinity Catholic Schools
EIN
42-1330855
Phone
3193721132
Address
17 CINDY DRIVE, FORT MADISON, IA 52627

Signing Officer

Name
Greg Garrels
Title
Treasurer
Phone
3193721132
Signed
2016-06-24
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Ia
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Menke & Company
Address
PO Box 135, West Point, IA 52656
Preparer
Ann M Menke
Phone
3198376042
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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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PRIVATE CATHOLIC SCHOOL TUITION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLY TRINITY CATHOLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0203063265
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0413 AVENUE C
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WEST POINT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052656
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE COMMUNITY FOUNDATION OF GREAT RIVER BEND HOLDS THE ASSETS OF THE HOLY TRINITY CATHOLIC SCHOOLS EDUCATION FOUNDATION AND ADVISES THEM OF THE AMOUNT THAT IS AVAILABLE FOR DISTRIBUTION. AFTER THE DISTRIBUTION IS MADE, THE SCHOOL KEEPS THE RECORDS OF WHICH INDIVIDUALS ARE AWARDED TUITION SCHOLARSHIPS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 11a explanation - The Form 990 is distributed to the members via e-mail in .pdf format for their REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Request documents in writing or in person to the individual stated on Form 990; Part VI, Section C, line 20.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01397913
IRS990/TotalAssetsEOYAmt01304135
IRS990/TotalAssetsGrp/BOYAmt01397913
IRS990/TotalAssetsGrp/EOYAmt01304135
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024410
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058500
IRS990/TotalFunctionalExpensesGrp/TotalAmt082910
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01397913
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01304135
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt058500
IRS990/TotalProgramServiceRevenueAmt043000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt097492
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt097492
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01397913
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01304135
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt017 CINDY DRIVE
IRS990/USAddress/CityNm0FORT MADISON
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052627
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG GARRELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03193721132
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLY TRINITY CATHOLIC SCHOOLS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0421330855
ReturnHeader/Filer/PhoneNum03193721132
ReturnHeader/Filer/USAddress/AddressLine1Txt017 CINDY DRIVE
ReturnHeader/Filer/USAddress/CityNm0FORT MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052627
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421363298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENKE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 135
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Point
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052656
ReturnHeader/PreparerPersonGrp/PhoneNum03198376042
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ann M Menke
ReturnHeader/ReturnTs02016-07-01T11:48:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,304,135
Liabilities
$0
Net assets
$1,304,135
Revenue
$97,492
Expenses
$82,910
Net income
$14,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$0.30$0.10$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.09$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.10$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.21$0.09$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.14$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.15$0.18$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.12$0.14$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09$0.17$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.01$0.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.10$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.11$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.08$0.14$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.10
2011Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.05$0.07$0.02