Civic Intelligence

Nickolaou Constandinos Sarris Charitable Trust

990EZ • Fiscal year 2016 • EIN 47-6246086

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 19, 2017

Organization ProfileWWW.HOLYTRINITY-HOLYCROSS.ORG
307 19th Street SouthBirmingham, AL 35233

(205) 716-3080

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.6%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

94%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$298,937

Down $7,901 (-2.6%) from 2015

Net Assets

Down

$298,937

Down $7,901 (-2.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin16th percentile

Revenue

Up

$41,199

Up $19,991 (+94%) from 2015

Expenses

Up

$49,100

Up $31,000 (+171%) from 2015

Net Income

Down

-$7,901

Down $11,009 (-354%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2011: $341,143Liabilities 2011: $02011Assets 2012: $319,327Liabilities 2012: $0Net Assets 2012: $319,3272012Assets 2013: $303,994Liabilities 2013: $0Net Assets 2013: $303,9942013Assets 2014: $303,730Liabilities 2014: $0Net Assets 2014: $303,7302014Assets 2015: $306,838Liabilities 2015: $0Net Assets 2015: $306,8382015Assets 2016: $298,937Liabilities 2016: $0Net Assets 2016: $298,9372016Assets 2017: $287,578Liabilities 2017: $0Net Assets 2017: $287,5782017Assets 2018: $273,143Liabilities 2018: $0Net Assets 2018: $273,1432018Assets 2019: $261,683Liabilities 2019: $0Net Assets 2019: $261,6832019Assets 2020: $248,481Liabilities 2020: $0Net Assets 2020: $248,4812020Assets 2021: $478,297Liabilities 2021: $0Net Assets 2021: $478,2972021Assets 2022: $418,474Liabilities 2022: $0Net Assets 2022: $418,4742022Assets 2023: $407,474Liabilities 2023: $0Net Assets 2023: $407,4742023Assets 2024: $392,385Liabilities 2024: $0Net Assets 2024: $392,3852024

Highlighted filing

2016

Assets$298,937
Liabilities$0
Net Assets$298,937
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $41,888Expenses 2011: $27,725Net Income 2011: $14,1632011Revenue 2012: $17,909Expenses 2012: $39,725Net Income 2012: -$21,8162012Revenue 2013: $27,892Expenses 2013: $43,225Net Income 2013: -$15,3332013Revenue 2014: $25,837Expenses 2014: $26,101Net Income 2014: -$2642014Revenue 2015: $21,208Expenses 2015: $18,100Net Income 2015: $3,1082015Revenue 2016: $41,199Expenses 2016: $49,100Net Income 2016: -$7,9012016Revenue 2017: $35,741Expenses 2017: $47,100Net Income 2017: -$11,3592017Revenue 2018: $21,665Expenses 2018: $36,100Net Income 2018: -$14,4352018Revenue 2019: $39,640Expenses 2019: $51,100Net Income 2019: -$11,4602019Revenue 2020: $45,398Expenses 2020: $58,600Net Income 2020: -$13,2022020Revenue 2021: $290,139Expenses 2021: $60,323Net Income 2021: $229,8162021Revenue 2022: -$17,019Expenses 2022: $42,697Net Income 2022: -$59,7162022Revenue 2023: $24,680Expenses 2023: $35,776Net Income 2023: -$11,0962023Revenue 2024: $25,425Expenses 2024: $40,458Net Income 2024: -$15,0332024

Highlighted filing

2016

Revenue$41,199
Expenses$49,100
Net Income-$7,901
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 19, 2017
Return Version
2016v3.0
Gross Receipts
$60,723
Mission and Program Overview

Mission

Scholarship assistance program

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP ASSISTANCE FOR MEMBERS OF HOLY TRINITY-HOLY CROSS GREEK ORTHODOX CATHEDERAL IN BIRMINGHAM, AL WHO MATRICULATE AT THE UNIVERSITY OF ALABAMA- TUSCALOOSA, AL$0$48,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FATHER PAUL COSTOPOULOSAdvisory Committee-$0--
TOM S CONSTATINE IIIAdvisory Committee-$0--
Filing and Contact Details

Filer

Filer Name
Nickolaou Constandinos Sarris Charitable
EIN
47-6246086
Phone
2057163080
Address
307 19TH STREET SOUTH, BIRMINGHAM, AL 35233

Signing Officer

Name
Father Paul Costopoulos
Title
Advisory Committee
Phone
2057163080
Signed
2017-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Huner & Cyr Pc
Address
100 WILLIAMSBURG OFC PARK STE 200, VESTAVIA HILLS, AL 35216-3686
Preparer
Scott C Huner CPA
Phone
2058237723
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 3. Description: dividend income. Amount: 22,121. Total included on form 990-ez, line 4: 22,124.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: scholarships. Amount: 48,000.”

Raw XML Appendix153 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/PhoneNum02057163080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0307 19TH STREET SOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035233
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0306838
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0298937
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt019524
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7901
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IRS990EZ/GrossReceiptsAmt060723
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0306838
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0298937
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0306838
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0298937
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FATHER PAUL COSTOPOULOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOM S CONSTATINE III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ADVISORY COMMITTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ADVISORY COMMITTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt048000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIP ASSISTANCE PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP ASSISTANCE FOR MEMBERS OF HOLY TRINITY-HOLY CROSS GREEK ORTHODOX CATHEDERAL IN BIRMINGHAM, AL WHO MATRICULATE AT THE UNIVERSITY OF ALABAMA- TUSCALOOSA, AL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt038599
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt049100
IRS990EZ/TotalProgramServiceExpensesAmt048000
IRS990EZ/TotalRevenueAmt041199
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0CHARITABLE FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HOLYTRINITY-HOLYCROSS.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S EXEMPT PURPOSE IS TO BENEFIT AND SUPPORT THE UNIVERSITY OF ALABAMA THROUGH THE GRANTING OF SCHOLARSHIPS EXCLUSIVELY TO THAT UNIVERSITY. AS THE ORGANIZATION'S FUNDS CANNOT BE EXPENDED EXCEPT IN BENEFIT OF THE UNIVERSITY OF ALABAMA,THE ORGANIZATION IS RESTRICTED BY ITS DOCUMENT TO THE SUPPORT AND BENEFIT OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1AS THE UNIVERSITY OF ALABAMA IS THE ONLY PERMISSIBLE DIRECT RECIPIENT OF FUNDS,THE ORGANIZATION'S ACTIVITIES ARE EFFECTIVELY RESTRICTED TO SUPPORT OF THE UNIVERSITY OF ALABAMA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION B, LINE 1:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0636001138
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt048000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF ALABAMA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt048000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 22,121. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 22,124.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIPS. AMOUNT: 48,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FATHER PAUL COSTOPOULOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADVISORY COMMITTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02057163080
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NICKOLAOU CONSTANDINOS SARRIS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NICK
ReturnHeader/Filer/EIN0476246086
ReturnHeader/Filer/PhoneNum02057163080
ReturnHeader/Filer/USAddress/AddressLine1Txt0307 19TH STREET SOUTH
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035233
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId052D1B30A9E5DC1B478CB1DC9DF8C403EB1B74514
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DB613ECFE850C58A420F6E57231E6C377DD057AA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.199.190.2
ReturnHeader/FilingSecurityInformation/IPDt02017-06-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:43:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631238286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUNER & CYR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 WILLIAMSBURG OFC PARK STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VESTAVIA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352163686
ReturnHeader/PreparerPersonGrp/PhoneNum02058237723
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT C HUNER CPA
ReturnHeader/ReturnTs02017-06-28T09:56:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,937
Liabilities
$0
Net assets
$298,937
Revenue
$41,199
Expenses
$49,100
Net income
-$7,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$0.00$3.92$0.25$0.40$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.25$0.36$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.17$0.43$0.60
2021Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$2.90$0.60$2.30
2020Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.45$0.59$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.40$0.51$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.22$0.36$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.36$0.47$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.41$0.49$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.21$0.18$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.26$0.26$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.28$0.43$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.00$3.19$0.18$0.40$0.22
2011Summary only. Only limited summary data is available for this year.$3.41$0.00$0.42$0.28$0.14