Civic Intelligence

Holy Trinity Catholic Schools Educational Foundation

990 • Fiscal year 2018 • EIN 42-1330855

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 02, 2019

Organization ProfileN/A
1937 150th StreetWest Point, IA 52656

(319) 372-1132

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.02x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

11th percentile

-12%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

30%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$1,200,487

Down $167,614 (-12%) from 2017

Net Assets

Down

$1,197,728

Down $170,373 (-12%) from 2017

Liabilities

Up

$2,759

Up $2,759 from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin16th percentile

Revenue

Up

$118,633

Up $27,291 (+30%) from 2017

Expenses

Down

$136,396

Down $36,478 (-21%) from 2017

Net Income

Up

-$17,763

Up $63,769 (+78%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2018

Assets$1,200,487
Liabilities$2,759
Net Assets$1,197,728
Open 2018 Filing

Operations Trend

Revenue Growth81st 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

2018

Revenue$118,633
Expenses$136,396
Net Income-$17,763
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 2, 2019
Return Version
2018v3.1
Gross Receipts
$118,633
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$1,368,101$1,197,728▼ $170,373
Investments Program Related$1,304,967$1,147,666▼ $157,301
Cash and Non-Interest-Bearing Accounts$63,134$52,821▼ $10,313
Total Assets$1,368,101$1,200,487▼ $167,614
Liabilities
Accounts Payable and Accrued Expenses-$2,759-
Total Liabilities$0$2,759▲ $2,759
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,368,101$1,197,728▼ $170,373
Total Liabilities and Net Assets / Fund Balance$1,368,101$1,200,487▼ $167,614

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$1,147,666--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Brian FoeckePresident
Bridget LinkDirector
Chad WardDirector
Dennis MenkeDirector
Dennis OsipowiczDirector
Fr Bruce DerammalaereDirector
Karen BeckerDirector
Larry MenkeDirector
Rhonda PieperDirector
Tony FullenkampDirector
Kathy OsmanskiSecreatary
Cindy WellmanTreasurer
Larry HoltkampVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$13,951
Program Service Revenue
$37,000
Investment Income
$67,682
Other Revenue
$0
All Other Contributions
$13,951
Change in Net Assets
$-17,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$99,400
Other Expenses$23,790
Salaries, Compensation, and Employee Benefits$13,206
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,400--$99,400
Fees for Services Management-$14,973-$14,973
Other Salaries and Wages-$9,231-$9,231
Office Expenses-$4,260-$4,260
Other Employee Benefits-$3,177-$3,177
Other Expenses-$2,507-$2,507
Insurance-$1,928-$1,928
Payroll Taxes-$798-$798
Advertising-$122-$122
Total Functional Expenses$99,400$36,996$0$136,396
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Catholic SchoolFort Madison, IA-School Tuition$99,400
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, 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
1937 150TH STREET, WEST POINT, IA 52656

Signing Officer

Name
Cindy Wellman
Title
Treasurer
Phone
3193721132
Signed
2019-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Foecke
Formed
1989
Voting Board Members
13
Independent Board Members
13
Employees
1

Preparer

Firm
Menke & Company
Address
406 AVENUE E PO BOX 135, WEST POINT, IA 52656-0135
Preparer
Kristy M Adams
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/CashGrantAmt099400
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL TUITION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLY TRINITY CATHOLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0203063265
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt017 CINDY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT MADISON
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052627
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 RECORDS OF WHICH INDIVIDUALS ARE AWARDED TUITION SCHOLARSHIPS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
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, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01200487
IRS990/TotalAssetsGrp/BOYAmt01368101
IRS990/TotalAssetsGrp/EOYAmt01200487
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IRS990/TotalContributionsAmt013951
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036996
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt099400
IRS990/TotalFunctionalExpensesGrp/TotalAmt0136396
IRS990/TotalGrossUBIAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01197728
IRS990/TotalProgramServiceExpensesAmt099400
IRS990/TotalProgramServiceRevenueAmt037000
IRS990/TotalRevenueGrp/ExclusionAmt067682
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0118633
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01368101
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01200487
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IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd052627
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY WELLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03193721132
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLY TRINITY CATHOLIC SCHOOLS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0421330855
ReturnHeader/Filer/PhoneNum03193721132
ReturnHeader/Filer/USAddress/AddressLine1Txt01937 150TH STREET
ReturnHeader/Filer/USAddress/CityNm0WEST POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D327B347F721306D1FDFDB91F6AB18272CCC797E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04C00EB4B363BA768EE9FB6A2BFCB319727AA5DBE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.119.236.34
ReturnHeader/FilingSecurityInformation/IPDt02019-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:36:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421363298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENKE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0406 AVENUE E PO BOX 135
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0526560135
ReturnHeader/PreparerPersonGrp/PhoneNum03198376042
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTY M ADAMS
ReturnHeader/ReturnTs02019-07-10T15:36:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,200,487
Liabilities
$2,759
Net assets
$1,197,728
Revenue
$118,633
Expenses
$136,396
Net income
-$17,763
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