Civic Intelligence

Holy Trinity Catholic Schools Educational Foundation

990 • Fiscal year 2019 • EIN 42-1330855

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 21, 2020

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

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.02x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

62nd percentile

7.8%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

30%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$1,293,767

Up $93,280 (+7.8%) from 2018

Net Assets

Up

$1,290,429

Up $92,701 (+7.7%) from 2018

Liabilities

Up

$3,338

Up $579 (+21%) from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin15th percentile

Revenue

Up

$154,739

Up $36,106 (+30%) from 2018

Expenses

Up

$180,810

Up $44,414 (+33%) from 2018

Net Income

Down

-$26,071

Down $8,308 (-47%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2019

Assets$1,293,767
Liabilities$3,338
Net Assets$1,290,429
Open 2019 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

2019

Revenue$154,739
Expenses$180,810
Net Income-$26,071
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 21, 2020
Return Version
2019v5.0
Gross Receipts
$154,739
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
Cash and Non-Interest-Bearing Accounts$52,821$1,293,767▲ $1,240,946
Rtn Earn Endowment Incm Other Fnds$1,197,728$1,290,429▲ $92,701
Investments Program Related$1,147,666--
Total Assets$1,200,487$1,293,767▲ $93,280
Liabilities
Accounts Payable and Accrued Expenses$2,759$3,338▲ $579
Total Liabilities$2,759$3,338▲ $579
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,197,728$1,290,429▲ $92,701
Total Liabilities and Net Assets / Fund Balance$1,200,487$1,293,767▲ $93,280
Compensation and Service Providers
Top Officer Pay36th 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
$88,418
Program Service Revenue
$0
Investment Income
$66,321
Other Revenue
$0
All Other Contributions
$88,418
Change in Net Assets
$-26,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$98,350
Grants and Similar Amounts Paid$59,700
Other Expenses$22,760
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$75,767-$75,767
Grants to Domestic Orgs$59,700--$59,700
Other Employee Benefits-$16,481-$16,481
Fees for Services Management-$11,525-$11,525
Payroll Taxes-$6,102-$6,102
Office Expenses-$5,592-$5,592
Insurance-$1,458-$1,458
Other Expenses-$191-$191
All Other Expenses-$134-$134
Total Functional Expenses$59,700$121,110$0$180,810
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Catholic SchoolFort Madison, IA-School Tuition$59,700
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

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
2020-10-21
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/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
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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/TotalAssetsGrp/EOYAmt01293767
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IRS990/TotalContributionsAmt088418
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0121110
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt059700
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-21
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
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ReturnHeader/Filer/PhoneNum03193721132
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.119.236.34
ReturnHeader/FilingSecurityInformation/IPDt02020-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:47:59
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/PreparationDt02020-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTY M ADAMS
ReturnHeader/ReturnTs02020-10-27T12:47:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,293,767
Liabilities
$3,338
Net assets
$1,290,429
Revenue
$154,739
Expenses
$180,810
Net income
-$26,071
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