Civic Intelligence

St. Thomas Episcopal Church Endowment Fund Trust

990EZ • Fiscal year 2022 • EIN 45-3948532

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 12, 2023

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2022 filings • NTEE X20 • <$500k nonprofits • Source year 2022

Asset Growth

25th percentile

-15%

Faster asset growth than 25% of similar nonprofits.

2022 filings • NTEE X20 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • NTEE X20 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$443,265

Down $76,207 (-15%) from 2021

Net Assets

Down

$443,265

Down $76,207 (-15%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $187,860 (-100%) from 2021

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2022

Assets$443,265
Liabilities-
Net Assets$443,265
Open 2022 Filing

Operations Trend

Revenue Growth1st 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

2022

Revenue$0
Expenses-
Net Income-
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 12, 2023
Return Version
2022v5.0
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.

Program Services

DescriptionGrantsExpenses
Provided funds for books for school children.-$899
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mickey CochranTrustee-$0--
Richard V HaarTrusteePT$0--
Betty EschenbauchTrustee-$0--
Robert SutterTrustee-$0--
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
2023-11-12
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Assets.1

“Investments - Beginning $510418 Investments - Ending $443010”

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.”

Part 1, Line 16

“Administrative and investment fees paid to investment advisors of $1,627.41.”

Raw XML Appendix147 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02529239141
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 Craven Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bath
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027808
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09054
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0255
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0443265
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0MARK TO MARKET
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0519472
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0443265
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0519472
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0443265
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mickey Cochran
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Richard V Haar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Betty Eschenbauch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robert Sutter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0510418
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0443010
IRS990EZ/OtherChangesInNetAssetsAmt0-76207
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided funds for books for school children.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0899
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalProgramServiceExpensesAmt0899
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561617574
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST THOMAS EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt08000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Investments - Beginning $510418 Investments - Ending $443010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2ADMINISTRATIVE AND INVESTMENT FEES PAID TO INVESTMENT ADVISORS OF $1,627.41.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1, LINE 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard V Haar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-12
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-11-12T16:10:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard V
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Haar
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$443,265
Liabilities
-
Net assets
$443,265
Revenue
$0
Expenses
-
Net income
-
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