Civic Intelligence

Trinity Episcopal Church Endowment Trusts

990 • Fiscal year 2025 • EIN 51-0159231

Jun 01, 2024 to May 31, 2025

Organization ProfileN/A
PO Box 64193Eagan, MN 55164

(888) 265-7962

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$15,154

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

22nd percentile

-4.4%

Faster asset growth than 22% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

1129%

Faster revenue growth than 99% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,767,661

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

Net Assets

Down

$1,767,661

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

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin75th percentile

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

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

2025

Assets$1,767,661
Liabilities$0
Net Assets$1,767,661
Open 2025 Filing

Operations Trend

Revenue Growth99th percentile

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

2025

Revenue$486,918
Expenses$385,909
Net Income$101,009
Open 2025 Filing
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
Top Officer Pay44th percentile

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.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum08882657962
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IRS990/ConservationEasementsInd0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN KING
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CLERK OF THE VESTRY
IRS990/Form990PartVIISectionAGrp/TitleTxt2SENIOR WARDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt3JUNIOR WARDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5FINANCE COMMITTEE & ASSISTANT TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0217166
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0368248
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0368248
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0368248
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01036311
IRS990/GrossReceiptsAmt01306063
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt059645
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt059645
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01778461
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01646713
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0819145
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO HELP DEFRAY THE CAPITAL NEEDS OF TRINITY EPISCOPAL CHURCH, OSHKOSH, WI
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01848510
IRS990/NetAssetsOrFundBalancesEOYAmt01767661
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0217166
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0217166
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0210010
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-181858
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01007
IRS990/OtherExpensesGrp/TotalAmt01007
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt097
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IRS990/OtherRevenueTotalAmt097
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0U S BANK N A
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt039529
IRS990/PYOtherExpensesAmt02995
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt0101009
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390808451
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0368248
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO HELP DEFRAY THE CAPITAL NEEDS OF TRINITY EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TRINITY EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0ATTN TREASURER
IRS990ScheduleI/RecipientTable/RecipientEIN0390808451
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0311 DIVISION STREET
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
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IRS990ScheduleM/ThirdPartiesUsedInd0false
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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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ReturnHeader/ReturnTs02026-04-13T14:01:58-04:00
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ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,767,661
Liabilities
$0
Net assets
$1,767,661
Revenue
$486,918
Expenses
$385,909
Net income
$101,009
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