Civic Intelligence

Holy Trinity Catholic Schools Educational Foundation

990 • Fiscal year 2023 • EIN 42-1330855

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 22, 2024

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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

36th percentile

-1.4%

Higher net margin than 36% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-9.2%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,575,700

Up $199,079 (+14%) from 2022

Net Assets

Up

$1,575,700

Up $199,079 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin36th percentile

Revenue

Down

$93,502

Down $9,482 (-9.2%) from 2022

Expenses

Down

$94,815

Down $9,381 (-9.0%) from 2022

Net Income

Down

-$1,313

Down $101 (-8.3%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2023

Assets$1,575,700
Liabilities$0
Net Assets$1,575,700
Open 2023 Filing

Operations Trend

Revenue Growth26th 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

2023

Revenue$93,502
Expenses$94,815
Net Income-$1,313
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 22, 2024
Return Version
2023v5.0
Gross Receipts
$417,905
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$1,376,621$1,575,700▲ $199,079
Investments in Publicly Traded Securities$1,334,570$1,489,635▲ $155,065
Cash and Non-Interest-Bearing Accounts$42,051$86,065▲ $44,014
Total Assets$1,376,621$1,575,700▲ $199,079
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,376,621$1,575,700▲ $199,079
Total Liabilities and Net Assets / Fund Balance$1,376,621$1,575,700▲ $199,079
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Justin PieperPresident
Chad WardDirector
Dennis MenkeDirector
Fr Dan DorauDirector
Karen BeckerDirector
Larry MenkeDirector
Tom WilkensDirector
Cindy WellmanTreasurer
Brian FoeckeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$76,548
Program Service Revenue
$0
Investment Income
$16,954
Other Revenue
$0
All Other Contributions
$76,548
Change in Net Assets
$-1,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$90,006
Other Expenses$4,809
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$90,006--$90,006
Fees for Service Investment Mgmnt Fees-$2,606-$2,606
Insurance-$1,408-$1,408
Office Expenses-$586-$586
Other Expenses-$209-$209
Total Functional Expenses$90,006$4,809$0$94,815
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Catholic SchoolFort Madison, IA-School Tuition$90,006
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
2024-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Pieper
Formed
1989
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Menke & Company
Address
406 AVENUE E PO BOX 135, WEST POINT, IA 52656-0135
Preparer
Kristy M Adams
Phone
3198376042
Raw XML Appendix331 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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IRS990ScheduleI/RecipientTable/RecipientEIN0203063265
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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.
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IRS990/TotalContributionsAmt076548
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04809
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090006
IRS990/TotalFunctionalExpensesGrp/TotalAmt094815
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01575700
IRS990/TotalProgramServiceExpensesAmt090006
IRS990/TotalRevenueGrp/ExclusionAmt043304
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-26350
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt093502
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01575700
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IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt017 CINDY DRIVE
IRS990/USAddress/CityNm0FORT MADISON
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052627
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY WELLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03193721132
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLY TRINITY CATHOLIC SCHOOLS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0421330855
ReturnHeader/Filer/PhoneNum03193721132
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ReturnHeader/Filer/USAddress/CityNm0WEST POINT
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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/PreparationDt02024-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTY M ADAMS
ReturnHeader/ReturnTs02024-08-21T16:08:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,575,700
Liabilities
$0
Net assets
$1,575,700
Revenue
$93,502
Expenses
$94,815
Net income
-$1,313
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