Civic Intelligence

Trinity Episcopal Church Endowment Trusts

EIN 51-0159231 • 501(c)3 • Milwaukee, WI

Pub. 78 Eligible

Profile

To help defray the capital needs of trinity episcopal church, oshkosh, wi

PO Box 0634Milwaukee, WI 53201-0634

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-1163%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

15th percentile

-11%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,767,661

Down $80,849 (-4.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,767,661

Down $80,849 (-4.4%) from 2024

Revenue

Up

$486,918

Up $447,285 (+1129%) from 2024

Expenses

Up

$385,909

Up $163,720 (+74%) from 2024

Net Income

Up

$101,009

Up $283,565 (+155%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,650,008Liabilities 2011: $0Net Assets 2011: $1,650,0082011Assets 2012: $1,582,328Liabilities 2012: $0Net Assets 2012: $1,582,3282012Assets 2013: $1,528,893Liabilities 2013: $0Net Assets 2013: $1,528,8932013Assets 2014: $1,472,543Liabilities 2014: $0Net Assets 2014: $1,472,5432014Assets 2015: $1,533,880Liabilities 2015: $0Net Assets 2015: $1,533,8802015Assets 2016: $1,562,831Liabilities 2016: $0Net Assets 2016: $1,562,8312016Assets 2017: $1,583,244Liabilities 2017: $0Net Assets 2017: $1,583,2442017Assets 2018: $1,635,056Liabilities 2018: $0Net Assets 2018: $1,635,0562018Assets 2019: $1,661,578Liabilities 2019: $0Net Assets 2019: $1,661,5782019Assets 2020: $1,632,488Liabilities 2020: $0Net Assets 2020: $1,632,4882020Assets 2021: $1,601,408Liabilities 2021: $0Net Assets 2021: $1,601,4082021Assets 2022: $2,270,417Liabilities 2022: $0Net Assets 2022: $2,270,4172022Assets 2023: $2,031,091Liabilities 2023: $0Net Assets 2023: $2,031,0912023Assets 2024: $1,848,510Liabilities 2024: $0Net Assets 2024: $1,848,5102024Assets 2025: $1,767,661Liabilities 2025: $0Net Assets 2025: $1,767,6612025

Highlighted filing

2025

Assets$1,767,661
Liabilities$0
Net Assets$1,767,661

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $150,2012011Expenses 2012: $156,9202012Expenses 2013: $126,8142013Revenue 2014: $134,134Expenses 2014: $190,484Net Income 2014: -$56,3502014Revenue 2015: $227,686Expenses 2015: $169,346Net Income 2015: $58,3402015Revenue 2016: $115,372Expenses 2016: $86,385Net Income 2016: $28,9872016Revenue 2017: $121,936Expenses 2017: $95,219Net Income 2017: $26,7172017Revenue 2018: $83,527Expenses 2018: $38,331Net Income 2018: $45,1962018Revenue 2019: $77,020Expenses 2019: $49,448Net Income 2019: $27,5722019Revenue 2020: $26,031Expenses 2020: $55,122Net Income 2020: -$29,0912020Revenue 2021: $49,889Expenses 2021: $80,970Net Income 2021: -$31,0812021Revenue 2022: $827,089Expenses 2022: $158,075Net Income 2022: $669,0142022Revenue 2023: $20,584Expenses 2023: $259,907Net Income 2023: -$239,3232023Revenue 2024: $39,633Expenses 2024: $222,189Net Income 2024: -$182,5562024Revenue 2025: $486,918Expenses 2025: $385,909Net Income 2025: $101,0092025

Highlighted filing

2025

Revenue$486,918
Expenses$385,909
Net Income$101,009

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.49$0.39$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.04$0.22$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.02$0.26$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.83$0.16$0.67
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.03$0.06$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.08$0.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08$0.04$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.12$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.12$0.09$0.03
2015Summary only. Only limited summary data is available for this year.$1.53$0.00$1.53$0.23$0.17$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.13$0.19$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.00$1.65$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 9, 2026
Return Version
2024v5.2
Gross Receipts
$1,306,063
Mission and Program Overview

Mission

To help defray the capital needs of trinity episcopal church, oshkosh, wi

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,848,510$1,767,661▼ $80,849
Investments in Publicly Traded Securities$1,778,461$1,646,713▼ $131,748
Savings and Temporary Cash Investments$70,049$120,948▲ $50,899
Total Assets$1,848,510$1,767,661▼ $80,849
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,848,510$1,767,661▼ $80,849
Total Liabilities and Net Assets / Fund Balance$1,848,510$1,767,661▼ $80,849
Compensation and Service Providers

Employees

NameTitleBaseTotal
Tina HaffemanTrustee$15,154$15,154

Board Members and Trustees

NameTitle
Cathy CowlingClerk of the Vestry
-Finance Committee & Assistant Treasurer
Tamera GoodwinJunior Warden
John KingSenior Warden
Rebecca SpurlockTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$210,010
Program Service Revenue
$0
Investment Income
$276,811
Other Revenue
$97
All Other Contributions
$210,010
Change in Net Assets
$101,009

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$210,010Market Quotations
Total Noncash Contributions2$210,010-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$368,248
Salaries, Compensation, and Employee Benefits$15,154
Other Expenses$2,507
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$368,248--$368,248
Current Officers, Directors, Trustees, and Key Employees-$15,154-$15,154
Fees for Services Accounting-$1,500-$1,500
Other Expenses-$1,007-$1,007
Total Functional Expenses$368,248$17,661$0$385,909
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity Episcopal ChurchOshkosh, WI501(c)(3)To Help Defray the Capital Needs of Trinity Episcopal Church$368,248
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

During committee meetings the minutes are documented.

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Electronic copy of return is available to the trustee for review.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

U.s. Bank n.a. Conducts internal audits of its accounts through an account review by a peer or by the internal audit department.

Form 990, Page 6, Part VI, Line 18

UPON WRITTEN REQUEST

Form 990, Page 6, Part VI, Line 19

Upon written request, governing documents and other public inspection forms will be made available.

Filing and Contact Details

Filer

Filer Name
Trinity General Trust
EIN
51-0159231
Phone
8882657962
Address
PO BOX 64193, EAGAN, MN 55164

Signing Officer

Name
U S Bank N a
Title
Trustee
Phone
8882657962
Signed
2026-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
U S Bank N a
Formed
1975
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Fmv over basis adjustment ($190,418), internal transfer $8,526, cost basis adj $34

Raw XML Appendix377 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.

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IRS990ScheduleI/RecipientTable/USAddress/CityNm0OSHKOSH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0549014731
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS ALONG WITH THE CHURCH MONITOR THE USE OF THE GRANTS TO ENSURE THEY ARE USED ACCORDING TO THE PROVISIONS OF THE TRUST DOCUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0MARKET QUOTATIONS
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0210010
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING COMMITTEE MEETINGS THE MINUTES ARE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELECTRONIC COPY OF RETURN IS AVAILABLE TO THE TRUSTEE FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2U.S. BANK N.A. CONDUCTS INTERNAL AUDITS OF ITS ACCOUNTS THROUGH AN ACCOUNT REVIEW BY A PEER OR BY THE INTERNAL AUDIT DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON WRITTEN REQUEST, GOVERNING DOCUMENTS AND OTHER PUBLIC INSPECTION FORMS WILL BE MADE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FMV OVER BASIS ADJUSTMENT ($190,418), INTERNAL TRANSFER $8,526, COST BASIS ADJ $34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TRINITY EPISCOPAL CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390808451
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELIGIOUS ACTIVITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0311 DIVISION STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OSHKOSH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0549014731
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01848510
IRS990/TotalAssetsEOYAmt01767661
IRS990/TotalAssetsGrp/BOYAmt01848510
IRS990/TotalAssetsGrp/EOYAmt01767661
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0210010
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017661
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0368248
IRS990/TotalFunctionalExpensesGrp/TotalAmt0385909
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01848510
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01767661
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0368248
IRS990/TotalReportableCompFromOrgAmt015154
IRS990/TotalRevenueGrp/ExclusionAmt0276908
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0486918
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01848510
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01767661
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 64193
IRS990/USAddress/CityNm0EAGAN
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055164
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08882657962
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRINITY GENERAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0510159231
ReturnHeader/Filer/PhoneNum08882657962
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 64193
ReturnHeader/Filer/USAddress/CityNm0EAGAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055164
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-04-13T14:01:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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