Civic Intelligence

Holy Cross High School Endowment Corporation

990 • Fiscal year 2021 • EIN 46-3640205

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

Organization ProfileWWW.HOLYCROSSHS-CT.COM
587 Oronoke RoadWaterbury, CT 06708

(203) 757-9248

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.16x

Higher debt load relative to assets than 63% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

3.23x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

52nd percentile

13%

Higher net margin than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

85th percentile

47%

Faster asset growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

11%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$2,846,091

Up $915,166 (+47%) from 2020

Net Assets

Up

$2,389,289

Up $458,364 (+24%) from 2020

Liabilities

Up

$456,802

Up $456,802 from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin52nd percentile

Revenue

Up

$141,558

Up $14,004 (+11%) from 2020

Expenses

Down

$122,628

Down $40,143 (-25%) from 2020

Net Income

Up

$18,930

Up $54,147 (+154%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $1Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $1Liabilities 2014: $0Net Assets 2014: $02014Assets 2018: $1,937,376Liabilities 2018: $0Net Assets 2018: $1,937,3762018Assets 2019: $1,949,460Liabilities 2019: $0Net Assets 2019: $1,949,4602019Assets 2020: $1,930,925Liabilities 2020: $0Net Assets 2020: $1,930,9252020Assets 2021: $2,846,091Liabilities 2021: $456,802Net Assets 2021: $2,389,2892021Assets 2022: $2,218,399Liabilities 2022: $83,480Net Assets 2022: $2,134,9192022Assets 2023: $2,451,259Liabilities 2023: $127,768Net Assets 2023: $2,323,4912023Assets 2024: $2,884,305Liabilities 2024: $81,767Net Assets 2024: $2,802,5382024Assets 2025: $3,111,259Liabilities 2025: $0Net Assets 2025: $3,111,2592025

Highlighted filing

2021

Assets$2,846,091
Liabilities$456,802
Net Assets$2,389,289
Open 2021 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2018: $135,074Expenses 2018: $118,472Net Income 2018: $16,6022018Revenue 2019: $129,279Expenses 2019: $116,838Net Income 2019: $12,4412019Revenue 2020: $127,554Expenses 2020: $162,771Net Income 2020: -$35,2172020Revenue 2021: $141,558Expenses 2021: $122,628Net Income 2021: $18,9302021Revenue 2022: $224,152Expenses 2022: $109,884Net Income 2022: $114,2682022Revenue 2023: $175,951Expenses 2023: $182,645Net Income 2023: -$6,6942023Revenue 2024: $333,812Expenses 2024: $101,066Net Income 2024: $232,7462024Revenue 2025: $294,125Expenses 2025: $202,990Net Income 2025: $91,1352025

Highlighted filing

2021

Revenue$141,558
Expenses$122,628
Net Income$18,930
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.0
Gross Receipts
$141,949
Mission and Program Overview

Mission

Holy cross high school endowment corporation's mission is to hold and maintain assets and investments for the benefit of holy cross high school of waterbury, connecticut. It is to be operated exclusively for religious, charitable, educational and scientific purposes and soley for the purpose of securing and administering gifts for the purpose of providing financial assistance to students, improving facilities and the general educational mission and to serve as a conduit for the school to invest amd manage investment funds.

To operate exclusively for religious, charitable, educational and scientific purposes and solely for the purposes of securing and administering gifts for the purpose of providing financial assistance to students of holy cross high school of waterbury, inc.; to secure and administer gifts for the general educational purposes of holy cross high school of waterbury, inc., including without limitation the improvement of facilities and the general educational mission and programs and; to serve as a conduit for holy cross high school of waterbury, inc. To invest and manage its funds on a temporary basis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,237,650$1,732,727▲ $495,077
Savings and Temporary Cash Investments$613,084$1,113,364▲ $500,280
Other Notes and Loans Receivable, Net$80,000--
Total Assets$1,930,925$2,846,091▲ $915,166
Other Assets Total$191--
Liabilities
Other Liabilities-$456,802-
Total Liabilities$0$456,802▲ $456,802
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,914,498$2,350,325▲ $435,827
Net Assets Without Donor Restrictions$16,427$38,964▲ $22,537
Total Net Assets Fund Balance$1,930,925$2,389,289▲ $458,364
Total Liabilities and Net Assets / Fund Balance$1,930,925$2,846,091▲ $915,166

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,930,925$92,153▲ $488,839$122,548$2,389,289
2019$1,949,460$75,244▲ $68,992$162,672$1,930,925
2018$1,937,376$49,032▲ $79,890$116,765$1,949,460
2017$1,872,552$45,406▲ $137,890$118,400$1,937,376
2016$1,755,483$45,551▲ $177,468$105,950$1,872,552
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Salvatore AgatiPresident/se
David RogersDirector
Donald DebiaseDirector
Elizabeth DevinoDirector
Robert PorzioDirector
Bernard Dzinski JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,153
Program Service Revenue
$0
Investment Income
$49,405
Other Revenue
$0
All Other Contributions
$92,153
Change in Net Assets
$18,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$122,548
Other Expenses$80
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$122,548--$122,548
Fees for Service Investment Mgmnt Fees-$80-$80
Total Functional Expenses$122,548$80$0$122,628
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Cross High SchoolWaterbury, CT-Scholarship Support$122,548
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Holy Cross High School$456,802
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 was reviewed by treasurer and president prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Holy Cross High School Endowment
EIN
46-3640205
Phone
2037579248
Address
587 ORONOKE ROAD, WATERBURY, CT 06708

Signing Officer

Name
Bernard Dzinski Jr
Title
Treasurer
Phone
2037579248
Signed
2021-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Salvatore Agati
Formed
2012
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Dzinski Polzella LLC
Address
415 MIDDLEBURY RD, MIDDLEBURY, CT 06762-2502
Preparer
Bernard J Dzinski Jr CPA
Phone
2035980502
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Holy cross high school endowment corporation's mission is to hold and maintain assets and investments for the benefit of holy cross high school of waterbury, connecticut. It is to be operated exclusively for religious, charitable, educational and scientific purposes and soley for the purpose of securing and administering gifts for the purpose of providing financial assistance to students, improving facilities and the general educational mission and to serve as a conduit for the school to invest amd manage investment funds.”

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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01872552
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt045406
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01937376
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0137890
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0118400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01755483
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt045551
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01872552
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0177468
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0105950
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0456802
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO HOLY CROSS HIGH SCHOOL
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.51000
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.48000
IRS990ScheduleD/TotalLiabilityAmt0456802
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0122548
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLY CROSS HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0530196617
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0587 ORONOKE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WATERBURY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006708
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOLY CROSS HIGH SCHOOL ENDOWMENT CORPORATION'S MISSION IS TO HOLD AND MAINTAIN ASSETS AND INVESTMENTS FOR THE BENEFIT OF HOLY CROSS HIGH SCHOOL OF WATERBURY, CONNECTICUT. IT IS TO BE OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES AND SOLEY FOR THE PURPOSE OF SECURING AND ADMINISTERING GIFTS FOR THE PURPOSE OF PROVIDING FINANCIAL ASSISTANCE TO STUDENTS, IMPROVING FACILITIES AND THE GENERAL EDUCATIONAL MISSION AND TO SERVE AS A CONDUIT FOR THE SCHOOL TO INVEST AMD MANAGE INVESTMENT FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS REVIEWED BY TREASURER AND PRESIDENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/TotalAssetsBOYAmt01930925
IRS990/TotalAssetsEOYAmt02846091
IRS990/TotalAssetsGrp/BOYAmt01930925
IRS990/TotalAssetsGrp/EOYAmt02846091
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt092153
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt080
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122548
IRS990/TotalFunctionalExpensesGrp/TotalAmt0122628
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0456802
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0456802
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01930925
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02389289
IRS990/TotalProgramServiceExpensesAmt0122548
IRS990/TotalRevenueGrp/ExclusionAmt049405
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141558
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01930925
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02846091
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0587 ORONOKE ROAD
IRS990/USAddress/CityNm0WATERBURY
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006708
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.HOLYCROSSHS-CT.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNARD DZINSKI JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02037579248
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLY CROSS HIGH SCHOOL ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0463640205
ReturnHeader/Filer/PhoneNum02037579248
ReturnHeader/Filer/USAddress/AddressLine1Txt0587 ORONOKE ROAD
ReturnHeader/Filer/USAddress/CityNm0WATERBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006708
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205411348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DZINSKI POLZELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 MIDDLEBURY RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLEBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0067622502
ReturnHeader/PreparerPersonGrp/PhoneNum02035980502
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNARD J DZINSKI JR CPA
ReturnHeader/ReturnTs02021-11-08T10:43:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BERNARD J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DZINSKI JR
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,846,091
Liabilities
$456,802
Net assets
$2,389,289
Revenue
$141,558
Expenses
$122,628
Net income
$18,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.29$0.20$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.88$0.08$2.80$0.33$0.10$0.23
2023Detailed filing. Detailed filing data is available for this year.$2.45$0.13$2.32$0.18$0.18$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.22$0.08$2.13$0.22$0.11$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.85$0.46$2.39$0.14$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.13$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.13$0.12$0.01
2018Summary only. Only limited summary data is available for this year.$1.94$0.00$1.94$0.14$0.12$0.02
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00