Civic Intelligence

Holy Trinity Monastery

990EZ • Fiscal year 2023 • EIN 46-5711017

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
PO Box 88Milligan College, TN 37682

(423) 444-1676

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

68th percentile

14%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$96,569

Up $11,860 (+14%) from 2022

Net Assets

Up

$96,569

Up $11,860 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin76th percentile

Revenue

Down

$52,866

Down $10,004 (-16%) from 2022

Expenses

Down

$41,006

Down $18,821 (-31%) from 2022

Net Income

Up

$11,860

Up $8,817 (+290%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$100K$50K$0Assets 2014: $11,408Liabilities 2014: $15,5712014Assets 2015: $6,430Liabilities 2015: $02015Assets 2016: $79,368Liabilities 2016: $02016Assets 2017: $90,637Liabilities 2017: $02017Assets 2018: $58,288Liabilities 2018: $02018Assets 2019: $66,898Liabilities 2019: $02019Assets 2020: $74,094Liabilities 2020: $02020Assets 2021: $81,666Liabilities 2021: $0Net Assets 2021: $81,6662021Assets 2022: $84,709Liabilities 2022: $0Net Assets 2022: $84,7092022Assets 2023: $96,569Liabilities 2023: $0Net Assets 2023: $96,5692023Assets 2024: $99,389Liabilities 2024: $0Net Assets 2024: $99,3892024

Highlighted filing

2023

Assets$96,569
Liabilities$0
Net Assets$96,569
Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

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

$100K$50K$0-$50KRevenue 2014: $11,408Expenses 2014: $15,571Net Income 2014: -$4,1632014Revenue 2015: $32,015Expenses 2015: $25,585Net Income 2015: $6,4302015Revenue 2016: $63,607Expenses 2016: $33,016Net Income 2016: $30,5912016Revenue 2017: $47,841Expenses 2017: $33,897Net Income 2017: $13,9442017Revenue 2018: $57,360Expenses 2018: $90,995Net Income 2018: -$33,6352018Revenue 2019: $51,977Expenses 2019: $44,085Net Income 2019: $7,8922019Revenue 2020: $47,257Expenses 2020: $30,165Net Income 2020: $17,0922020Revenue 2021: $52,960Expenses 2021: $45,388Net Income 2021: $7,5722021Revenue 2022: $62,870Expenses 2022: $59,827Net Income 2022: $3,0432022Revenue 2023: $52,866Expenses 2023: $41,006Net Income 2023: $11,8602023Revenue 2024: $42,645Expenses 2024: $37,971Net Income 2024: $4,6742024

Highlighted filing

2023

Revenue$52,866
Expenses$41,006
Net Income$11,860
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$52,866
Mission and Program Overview

Mission

Monastery

Program Services

DescriptionGrantsExpenses
Monastery and Monks (Expenses for Resident Monk[s], Maintenance of Monastery buildings and grounds. Persons benefited 1$0$13,778
Monastery Hospitality ([inquirers/retreatants, [b] official guests, [c] local benevolence, [d] retreat subsidies to others). Number of persons benefitted (a) 2, (b) 5 (c) varies between 1 and 100, (d) ca. 16$0$7,599
Ministry: (a) Liturgical Music, (b) Guest Speaker Events, (c) Adoration--Weekly Ecumenical Service (d) Weekday Eucharist at Monastery oratory and Thursday evening class on liturgical history. Number of persons benefitted:(a) ca. 200, (b) ca. 30 (c) ca. 50/week during academic year, (d) ca. 14/week$0$7,484
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig FarmerTreasurer-$0--
Philip KennesonSecretary-$0--
Benjamin LeeVice President-$0--
David ButzuPresidentFT$0--
Filing and Contact Details

Filer

Filer Name
Holy Trinity Monastery
EIN
46-5711017
Phone
4234441676
Address
PO Box 88, Milligan College, TN 37682

Signing Officer

Name
David Butzu
Title
President
Phone
4234441676
Signed
2024-05-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Monastic Religious Supplies and Expenses: $1675 All Monastic Programs Operating Costs: $13,322 Resident Professed Monk Expenses: $12,103”

Form 990-EZ, Part II, Line 24

“Property has likely appreciated at least this much.”

Raw XML Appendix155 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0David Butzu
IRS990EZ/BooksInCareOfDetail/PhoneNum04234441676
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Holy Trinity Monastery
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Attn David Butzu
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milligan College
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037682
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042211
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052773
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt052854
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt011860
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
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IRS990EZ/GamingGrossIncomeAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt052866
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LandAndBuildingsGrp/BOYAmt042498
IRS990EZ/LandAndBuildingsGrp/EOYAmt042498
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084709
IRS990EZ/NetAssetsOrFundBalancesEOYAmt096569
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084709
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt096569
IRS990EZ/OccupancyRentUtltsAndMaintAmt013551
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3112
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/PersonNm0Craig Farmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Philip Kenneson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Benjamin Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Butzu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01298
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027100
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Monastery
IRS990EZ/PrintingPublicationsPostageAmt0355
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Monastery and Monks (Expenses for Resident Monk[s], Maintenance of Monastery buildings and grounds. Persons benefited 1
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Monastery Hospitality ([inquirers/retreatants, [b] official guests, [c] local benevolence, [d] retreat subsidies to others). Number of persons benefitted (a) 2, (b) 5 (c) varies between 1 and 100, (d) ca. 16
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Ministry: (a) Liturgical Music, (b) Guest Speaker Events, (c) Adoration--Weekly Ecumenical Service (d) Weekday Eucharist at Monastery oratory and Thursday evening class on liturgical history. Number of persons benefitted:(a) ca. 200, (b) ca. 30 (c) ca. 50/week during academic year, (d) ca. 14/week
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013778
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17599
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27484
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041006
IRS990EZ/TotalProgramServiceExpensesAmt028861
IRS990EZ/TotalRevenueAmt052866
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Monastic Religious Supplies and Expenses: $1675 All Monastic Programs Operating Costs: $13,322 Resident Professed Monk Expenses: $12,103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Property has likely appreciated at least this much.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David Butzu
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04234441676
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLY TRINITY MONASTERY
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0465711017
ReturnHeader/Filer/PhoneNum04234441676
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 88
ReturnHeader/Filer/USAddress/CityNm0Milligan College
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037682
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-05-14T04:36:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Butzu
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$96,569
Liabilities
$0
Net assets
$96,569
Revenue
$52,866
Expenses
$41,006
Net income
$11,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$99.4$0.00$99.4$42.6$38.0$4.67
2023Detailed filing. Detailed filing data is available for this year.$96.6$0.00$96.6$52.9$41.0$11.9
2022Detailed filing. Detailed filing data is available for this year.$84.7$0.00$84.7$62.9$59.8$3.04
2021Detailed filing. Detailed filing data is available for this year.$81.7$0.00$81.7$53.0$45.4$7.57
2020Summary only. Only limited summary data is available for this year.$74.1$0.00$47.3$30.2$17.1
2019Summary only. Only limited summary data is available for this year.$66.9$0.00$52.0$44.1$7.89
2018Summary only. Only limited summary data is available for this year.$58.3$0.00$57.4$91.0$33.6
2017Summary only. Only limited summary data is available for this year.$90.6$0.00$47.8$33.9$13.9
2016Summary only. Only limited summary data is available for this year.$79.4$0.00$63.6$33.0$30.6
2015Summary only. Only limited summary data is available for this year.$6.43$0.00$32.0$25.6$6.43
2014Summary only. Only limited summary data is available for this year.$11.4$15.6$11.4$15.6$4.16