Civic Intelligence

St. Thomas Episcopal Church Endowment Fund Trust

990 • Fiscal year 2021 • EIN 45-3948532

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization ProfileN/A
101 Craven Street PO Box 257Bath, NC 27808

(252) 923-9141

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

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

2021 filings • NTEE X • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.00x

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

2021 filings • NTEE X • $500k-$1M nonprofits • Source year 2021

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2021 filings • NTEE X • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

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

2021 filings • NTEE X • $500k-$1M nonprofits • Source year 2021

Asset Growth

79th percentile

55%

Faster asset growth than 79% of similar nonprofits.

2021 filings • NTEE X • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

290%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • NTEE X • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$519,472

Up $184,896 (+55%) from 2020

Net Assets

$519,472

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin99th percentile

Revenue

Up

$187,860

Up $139,736 (+290%) from 2020

Expenses

Up

$2,964

Up $1,206 (+69%) from 2020

Net Income

Up

$184,896

Up $138,530 (+299%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$519,472
Liabilities$0
Net Assets$519,472
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$187,860
Expenses$2,964
Net Income$184,896
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Gross Receipts
$187,860
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.

The St. Thomas Episcopal Church Endowment Fund Trust operates solely for the support of St. Thomas Episcopal Church; its activities are investment of its endowment fund, distributions to the church and assistance in obtaining contributions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Other Assets Total$334,576$519,472▲ $184,896
Total Assets$334,576$519,472▲ $184,896
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$239,370$412,156▲ $172,786
Net Assets With Donor Restrictions$95,206$107,316▲ $12,110
Total Net Assets Fund Balance$334,576$519,472▲ $184,896
Total Liabilities and Net Assets / Fund Balance$334,576$519,472▲ $184,896
Compensation and Service Providers
Top Officer Pay59th percentile

Board Members and Trustees

NameTitle
Betty EschenbauchTrustee
Mickey CochranTrustee
Richard V HaarTrustee
Robert SutterTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$130,706
Program Service Revenue
$0
Investment Income
$57,154
Other Revenue
$0
All Other Contributions
$130,706
Change in Net Assets
$184,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,343
Grants and Similar Amounts Paid$621
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$2,343-$2,343
Grants to Domestic Orgs$621--$621
Total Functional Expenses$621$2,343$0$2,964
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Richard V Haar
Title
Trustee
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
Nc
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Andrew Pizzello
Address
118 Waterford Dr, Bath, NC 27808
Preparer
Andrew Pizzello
Phone
6302472113
Supplemental Narrative

Additional Explanations

Part 1, Line 16

“Administrative and investment fees paid to investment advisors of $2,343.34”

Part III

“The trust was formed by and controlled by st thomas episcopal church, bath, nc., and operates solely for the church. Its activities are investment of its endowment fund, distributions to the church and assistance in obtaining contributions.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE AND INVESTMENT FEES PAID TO INVESTMENT ADVISORS OF $2,343.34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST WAS FORMED BY AND CONTROLLED BY ST THOMAS EPISCOPAL CHURCH, BATH, NC., AND OPERATES SOLELY FOR THE CHURCH. ITS ACTIVITIES ARE INVESTMENT OF ITS ENDOWMENT FUND, DISTRIBUTIONS TO THE CHURCH AND ASSISTANCE IN OBTAINING CONTRIBUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART III
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IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 CRAVEN STREET PO BOX 257
IRS990/USAddress/CityNm0BATH
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027808
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard V Haar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST THOMAS EPISCOPAL CHURCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT 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/ZIPCd027808
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Andrew Pizzello
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0118 Waterford Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bath
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027808
ReturnHeader/PreparerPersonGrp/PhoneNum06302472113
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew Pizzello
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-12T17:27:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard V
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Haar
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$519,472
Liabilities
$0
Net assets
$519,472
Revenue
$187,860
Expenses
$2,964
Net income
$184,896
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