Civic Intelligence

St. Thomas Episcopal Church Endowment Fund Trust

EIN 45-3948532 • 501(c)3 • Bath, NC

Pub. 78 EligibleNTEE X20

Profile

St. Thomas Episcopal Church is given cash for its religious activities. The church is the oldest church in North Carolina and serves hundreds of members and visitors.

101 Craven Street PO Box 257Bath, NC 27808-0000

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

59th percentile

3.0%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-24%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$496,523

Up $14,585 (+3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$496,523

Up $14,585 (+3.0%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin82nd percentile

Revenue

Down

$47,544

Down $15,073 (-24%) from 2023

Expenses

Up

$32,960

Up $9,016 (+38%) from 2023

Net Income

Down

$14,584

Down $24,089 (-62%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2014: $216,708Liabilities 2014: $0Net Assets 2014: $216,7082014Assets 2015: $236,730Liabilities 2015: $02015Assets 2016: $255,126Liabilities 2016: $02016Assets 2017: $281,728Liabilities 2017: $02017Assets 2018: $247,525Liabilities 2018: $02018Assets 2019: $288,210Liabilities 2019: $02019Assets 2020: $334,576Liabilities 2020: $02020Assets 2021: $519,472Liabilities 2021: $0Net Assets 2021: $519,4722021Assets 2022: $443,265Net Assets 2022: $443,2652022Assets 2023: $481,938Liabilities 2023: $0Net Assets 2023: $481,9382023Assets 2024: $496,523Liabilities 2024: $0Net Assets 2024: $496,5232024

Highlighted filing

2024

Assets$496,523
Liabilities$0
Net Assets$496,523
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2014: $12,695Expenses 2014: $6,909Net Income 2014: $5,7862014Revenue 2015: $27,056Expenses 2015: $734Net Income 2015: $26,3222015Revenue 2016: $26,080Expenses 2016: $7,685Net Income 2016: $18,3952016Revenue 2017: $34,327Expenses 2017: $7,725Net Income 2017: $26,6022017Revenue 2018: -$21,149Expenses 2018: $13,054Net Income 2018: -$34,2032018Revenue 2019: $49,613Expenses 2019: $8,928Net Income 2019: $40,6852019Revenue 2020: $48,124Expenses 2020: $1,758Net Income 2020: $46,3662020Revenue 2021: $187,860Expenses 2021: $2,964Net Income 2021: $184,8962021Revenue 2022: $02022Revenue 2023: $62,617Expenses 2023: $23,944Net Income 2023: $38,6732023Revenue 2024: $47,544Expenses 2024: $32,960Net Income 2024: $14,5842024

Highlighted filing

2024

Revenue$47,544
Expenses$32,960
Net Income$14,584
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$496,523
Liabilities
$0
Net assets
$496,523
Revenue
$47,544
Expenses
$32,960
Net income
$14,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.48$0.33$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.63$0.24$0.39
2022Detailed filing. Detailed filing data is available for this year.$4.43$4.43$0.00
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$1.88$0.03$1.85
2020Summary only. Only limited summary data is available for this year.$3.35$0.00$0.48$0.02$0.46
2019Summary only. Only limited summary data is available for this year.$2.88$0.00$0.50$0.09$0.41
2018Summary only. Only limited summary data is available for this year.$2.48$0.00$0.21$0.13$0.34
2017Summary only. Only limited summary data is available for this year.$2.82$0.00$0.34$0.08$0.27
2016Summary only. Only limited summary data is available for this year.$2.55$0.00$0.26$0.08$0.18
2015Summary only. Only limited summary data is available for this year.$2.37$0.00$0.27$0.01$0.26
2014Summary only. Only limited summary data is available for this year.$2.17$0.00$2.17$0.13$0.07$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 19, 2025
Return Version
2024v5.0
Gross Receipts
$47,544
Mission and Program Overview

Mission

St. Thomas Episcopal Church is given cash for its religious activities. The church is the oldest church in North Carolina and serves hundreds of members and visitors.

Program Services

DescriptionGrantsExpenses
Grant given to balance the church budget for numerous church service activities including the blind center, battered women's shelter, and the Salvation Army.$30,000$30,000
Literacy Fund Allocation to the Beaufort County Literacy Council to purchase Books for Adult Literacy Instruction.$372$372
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David MoretzTrustee-$0--
Betty EschenbauchTrustee-$0--
Robert SutterTrustee-$0--
Mickey CochranTrustee-$0--
Filing and Contact Details

Filer

Filer Name
St Thomas Episcopal Church Endowment Fund Trust
EIN
45-3948532
Phone
2529239141
Address
101 CRAVEN STREET PO BOX 257, BATH, NC 27808-0000

Signing Officer

Name
David Moretz
Title
Trustee
Phone
2529239141
Signed
2025-05-19
Supplemental Narrative

Additional Explanations

Part I, Line 10

“Contribution ($30,000) to St. Thomas Episcopal Church to balance the budget for 2024 and 2025 Contribution ($372) to the Beaufort County Literacy Council to purchase books for Adult Literacy Instruction for 8 students.”

Part I, Line 16

“Expenses to pay investment fees to Oak Harbor Wealth Partners, Raymond James Client Services, Charles Schwab Client Services and East Carolina Diocesan Charge.”

Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Betty Eschenbauch
IRS990EZ/BooksInCareOfDetail/PhoneNum02529239141
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 Craven St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bath
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027808
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0481939
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0496523
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014584
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0481939
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0496523
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030372
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt047544
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt047544
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingOtherDesc0Mark to Market
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0481939
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0496523
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0481939
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0496523
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0David Moretz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Betty Eschenbauch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert Sutter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mickey Cochran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt02588
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0St. Thomas Episcopal Church is given cash for its religious activities. The church is the oldest church in North Carolina and serves hundreds of members and visitors.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grant given to balance the church budget for numerous church service activities including the blind center, battered women's shelter, and the Salvation Army.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Literacy Fund Allocation to the Beaufort County Literacy Council to purchase Books for Adult Literacy Instruction.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1372
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1372
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032960
IRS990EZ/TotalProgramServiceExpensesAmt030372
IRS990EZ/TotalRevenueAmt047544
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Contribution ($30,000) to St. Thomas Episcopal Church to balance the budget for 2024 and 2025 Contribution ($372) to the Beaufort County Literacy Council to purchase books for Adult Literacy Instruction for 8 students.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Expenses to pay investment fees to Oak Harbor Wealth Partners, Raymond James Client Services, Charles Schwab Client Services and East Carolina Diocesan Charge.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Being the church treasurer and an endowment trustee, I am responsible for filing this report. I have been in the hospital (Duke- Raleigh) and had surgery (neck) and are just now able to file the report.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David Moretz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02529239141
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST THOMAS EPISCOPAL CHURCH ENDOWMENT FUND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STTH
ReturnHeader/Filer/EIN0453948532
ReturnHeader/Filer/PhoneNum02529239141
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 CRAVEN STREET PO BOX 257
ReturnHeader/Filer/USAddress/CityNm0BATH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0278080000
ReturnHeader/ReturnTs02025-05-19T11:35:58Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.