Civic Intelligence

Holy Trinity Catholic Schools Educational Foundation

990 • Fiscal year 2020 • EIN 42-1330855

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 30, 2021

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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

61st percentile

11%

Faster asset growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,436,865

Up $143,098 (+11%) from 2019

Net Assets

Up

$1,436,865

Up $146,436 (+11%) from 2019

Liabilities

Down

$0

Down $3,338 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin60th percentile

Revenue

Down

$138,021

Down $16,718 (-11%) from 2019

Expenses

Down

$123,346

Down $57,464 (-32%) from 2019

Net Income

Up

$14,675

Up $40,746 (+156%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2020

Assets$1,436,865
Liabilities$0
Net Assets$1,436,865
Open 2020 Filing

Operations Trend

Revenue Growth32nd 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

2020

Revenue$138,021
Expenses$123,346
Net Income$14,675
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 30, 2021
Return Version
2020v4.0
Gross Receipts
$1,157,549
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$1,290,429$1,436,865▲ $146,436
Investments in Publicly Traded Securities-$1,372,978-
Cash and Non-Interest-Bearing Accounts$1,293,767$63,887▼ $1,229,880
Total Assets$1,293,767$1,436,865▲ $143,098
Liabilities
Accounts Payable and Accrued Expenses$3,338--
Total Liabilities$3,338$0▼ $3,338
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,290,429$1,436,865▲ $146,436
Total Liabilities and Net Assets / Fund Balance$1,293,767$1,436,865▲ $143,098
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Brian FoeckePresident
Chad WardDirector
Dennis MenkeDirector
Fr Bruce DerammalaereDirector
Karen BeckerDirector
Kathy OsmanskiDirector
Larry MenkeDirector
Rhonda PieperSecreatary
Cindy WellmanTreasurer
Larry HoltkampVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$103,693
Program Service Revenue
$0
Investment Income
$34,328
Other Revenue
$0
All Other Contributions
$84,475
Change in Net Assets
$14,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,496
Salaries, Compensation, and Employee Benefits$45,390
Other Expenses$9,460
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,496--$68,496
Other Salaries and Wages-$36,161-$36,161
Other Employee Benefits-$6,147-$6,147
Office Expenses-$4,971-$4,971
Payroll Taxes-$3,082-$3,082
Fees for Service Investment Mgmnt Fees-$2,466-$2,466
Insurance-$905-$905
Other Expenses-$71-$71
Total Functional Expenses$68,496$54,850$0$123,346
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Catholic SchoolFort Madison, IA-School Tuition$68,496
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
2021-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Foecke
Formed
1989
Voting Board Members
10
Independent Board Members
10
Employees
1

Preparer

Firm
Menke & Company
Address
406 AVENUE E PO BOX 135, WEST POINT, IA 52656-0135
Preparer
Kristy M Adams
Phone
3198376042
Raw XML Appendix356 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03338
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE HOLY TRINITY CATHOLIC SCHOOLS EDUCATIONAL FOUNDATION EXISTS TO SUPPORT THE LOCAL CATHOLIC SCHOOL SYSTEM.
IRS990/AllOtherContributionsAmt084475
IRS990/BooksInCareOfDetail/PersonNm0CINDY WELLMAN
IRS990/BooksInCareOfDetail/PhoneNum03193721132
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt017 CINDY DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORT MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052627
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01293767
IRS990/CashNonInterestBearingGrp/EOYAmt063887
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0103693
IRS990/CYGrantsAndSimilarPaidAmt068496
IRS990/CYInvestmentIncomeAmt034328
IRS990/CYOtherExpensesAmt09460
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt014675
IRS990/CYSalariesCompEmpBnftPaidAmt045390
IRS990/CYTotalExpensesAmt0123346
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0138021
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0ALL INCOME (AFTER EXPENSES) GOES TO THE LOCAL CATHOLIC SCHOOL SYSTEM TO BE PRIMARITY DISTRIBUTED AS SCHOLARSHIPS/TUITION ASSISTANCE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt068496
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02466
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02466
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0KAREN BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm1FR BRUCE DERAMMALAERE
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIAN FOECKE
IRS990/Form990PartVIISectionAGrp/PersonNm3LARRY HOLTKAMP
IRS990/Form990PartVIISectionAGrp/PersonNm4DENNIS MENKE
IRS990/Form990PartVIISectionAGrp/PersonNm5LARRY MENKE
IRS990/Form990PartVIISectionAGrp/PersonNm6KATHY OSMANSKI
IRS990/Form990PartVIISectionAGrp/PersonNm7RHONDA PIEPER
IRS990/Form990PartVIISectionAGrp/PersonNm8CHAD WARD
IRS990/Form990PartVIISectionAGrp/PersonNm9CINDY WELLMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECREATARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt028147
IRS990/GainOrLossGrp/SecuritiesAmt0-17336
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt019218
IRS990/GrantAmt068496
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt068496
IRS990/GrantsToDomesticOrgsGrp/TotalAmt068496
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt028147
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01002192
IRS990/GrossReceiptsAmt01157549
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0905
IRS990/InsuranceGrp/TotalAmt0905
IRS990/InvestmentIncomeGrp/ExclusionAmt023517
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023517
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01372978
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01019528
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT THE LOCAL CATHOLIC SCHOOL SYSTEM
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01290429
IRS990/NetAssetsOrFundBalancesEOYAmt01436865
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010811
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010811
IRS990/NetUnrlzdGainsLossesInvstAmt0131761
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04971
IRS990/OfficeExpensesGrp/TotalAmt04971
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06147
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06147
IRS990/OtherExpensesGrp/Desc0REPAIRS
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MEALS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0704
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1223
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2120
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt371
IRS990/OtherExpensesGrp/TotalAmt0704
IRS990/OtherExpensesGrp/TotalAmt1223
IRS990/OtherExpensesGrp/TotalAmt2120
IRS990/OtherExpensesGrp/TotalAmt371
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt036161
IRS990/OtherSalariesAndWagesGrp/TotalAmt036161
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03082
IRS990/PayrollTaxesGrp/TotalAmt03082
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRIAN FOECKE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt088418
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt059700
IRS990/PYInvestmentIncomeAmt066321
IRS990/PYOtherExpensesAmt022760
IRS990/PYRevenuesLessExpensesAmt0-26071
IRS990/PYSalariesCompEmpBnftPaidAmt098350
IRS990/PYTotalExpensesAmt0180810
IRS990/PYTotalRevenueAmt0154739
IRS990/ReconcilationRevenueExpnssAmt014675
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01290429
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01436865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0103693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt088418
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0293112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt066321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt067682
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt041292
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013976
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0212788
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt082000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57940
IRS990ScheduleA/PublicSupportPY170Pct00.48810
IRS990ScheduleA/PublicSupportTotal170Amt0293112
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0103693
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088418
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050951
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt050050
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0293112
IRS990ScheduleA/TotalSupportAmt0505900
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt068496
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
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01293767
IRS990/TotalAssetsEOYAmt01436865
IRS990/TotalAssetsGrp/BOYAmt01293767
IRS990/TotalAssetsGrp/EOYAmt01436865
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0103693
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054850
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068496
IRS990/TotalFunctionalExpensesGrp/TotalAmt0123346
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03338
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt03338
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01290429
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01436865
IRS990/TotalProgramServiceExpensesAmt068496
IRS990/TotalRevenueGrp/ExclusionAmt034328
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138021
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01293767
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01436865
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt017 CINDY DRIVE
IRS990/USAddress/CityNm0FORT MADISON
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052627
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY WELLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03193721132
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-30
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
ReturnHeader/Filer/USAddress/ZIPCd052656
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/PreparationDt02021-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTY M ADAMS
ReturnHeader/ReturnTs02021-09-14T10:46:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CINDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WELLMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,436,865
Liabilities
$0
Net assets
$1,436,865
Revenue
$138,021
Expenses
$123,346
Net income
$14,675
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