Civic Intelligence

Trinity Episcopal Church Endowment Trusts

990 • Fiscal year 2017 • EIN 51-0159231

Jun 01, 2016 to May 31, 2017 • Filed on Oct 03, 2017

Organization ProfileN/A
PO Box 0634Milwaukee, WI 53201-0634

(920) 424-4273

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,583,244

Up $20,413 (+1.3%) from 2016

Net Assets

Up

$1,583,244

Up $20,413 (+1.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Up

$121,936

Up $6,564 (+5.7%) from 2016

Expenses

Up

$95,219

Up $8,834 (+10%) from 2016

Net Income

Down

$26,717

Down $2,270 (-7.8%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$1,583,244
Liabilities$0
Net Assets$1,583,244
Open 2017 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$121,936
Expenses$95,219
Net Income$26,717
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 3, 2017
Return Version
2016v3.0
Gross Receipts
$928,853
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$1,562,831$1,583,244▲ $20,413
Investments in Publicly Traded Securities$1,541,086$1,574,799▲ $33,713
Savings and Temporary Cash Investments$21,745$8,445▼ $13,300
Total Assets$1,562,831$1,583,244▲ $20,413
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,562,831$1,583,244▲ $20,413
Total Liabilities and Net Assets / Fund Balance$1,562,831$1,583,244▲ $20,413
Compensation and Service Providers

Employees

NameTitleBaseTotal
Larry LangTrustee$9,572$9,572

Board Members and Trustees

NameTitle
Wayne CrosbyPresident
Mike MurraySenior Warden (president)
Alicia ThorntonJunior Warden (vice President)
Achim ReschenbergDirector
Betty PattersonDirector
Father Steve PowersDirector
Sandra MuindeDirector
Cathy CowlingClerk of the Vestry
Larry LangFinance Committee Member
John KieferFinancial Assistant
-Treasurer
Mary Ellen WondersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$121,936
Other Revenue
$0
Change in Net Assets
$26,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$84,198
Salaries, Compensation, and Employee Benefits$9,572
Other Expenses$1,449
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$84,198--$84,198
Current Officers, Directors, Trustees, and Key Employees-$9,572-$9,572
Fees for Services Accounting-$750-$750
Other Expenses-$699-$699
Total Functional Expenses$84,198$11,021$0$95,219
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity Episcopal ChurchOshkosh, WI501(c)(3)To Help Defray the Capital Needs of Trinity Episcopal Church$84,198
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 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

“U.s. Bank as the institutional trustee is responsible for preparing, reviewing, and filing form 990.”

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
9204244273
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a
Title
Trustee
Phone
9204244273
Signed
2017-10-03
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
5
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Disallowed loss adj -$6303.89”

Raw XML Appendix399 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5FINANCIAL ASSISTANT
IRS990/Form990PartVIISectionAGrp/TitleTxt6FINANCE COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SENIOR WARDEN (PRESIDENT)
IRS990/Form990PartVIISectionAGrp/TitleTxt11JUNIOR WARDEN (VICE PRESIDENT)
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
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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.
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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/ExplanationTxt5DISALLOWED LOSS ADJ -$6303.89
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/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/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalReportableCompFromOrgAmt09572
IRS990/TotalRevenueGrp/ExclusionAmt0121936
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0121936
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01583244
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A
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ReturnHeader/BusinessOfficerGrp/PhoneNum09204244273
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRINITY GENERAL TRUST
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-06T13:00:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,583,244
Liabilities
$0
Net assets
$1,583,244
Revenue
$121,936
Expenses
$95,219
Net income
$26,717
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