Civic Intelligence

Grace & Holy Trinity Church Endowment Fund

990 • Fiscal year 2013 • EIN 54-0524502

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

Organization ProfileN/A
Davenport CO PO Box 8657823285

(804) 780-2000

Siviq Scores

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

Liabilities / Assets

46th percentile

0.16x

Higher debt load relative to assets than 46% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

85th percentile

1.64x

Higher debt load relative to revenue than 85% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

90th percentile

50%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

95th percentile

61%

Faster asset growth than 95% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

94th percentile

116%

Faster revenue growth than 94% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$9,593,044

Up $3,639,297 (+61%) from 2012

Net Assets

Up

$8,017,051

Up $2,411,468 (+43%) from 2012

Liabilities

Up

$1,575,993

Up $1,227,829 (+353%) from 2012

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin90th percentile

Revenue

Up

$962,914

Up $517,057 (+116%) from 2012

Expenses

Up

$483,029

Up $104,966 (+28%) from 2012

Net Income

Up

$479,885

Up $412,091 (+608%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $5,906,014Liabilities 2010: $346,957Net Assets 2010: $5,559,0572010Assets 2011: $5,885,953Liabilities 2011: $348,164Net Assets 2011: $5,537,7892011Assets 2012: $5,953,747Liabilities 2012: $348,164Net Assets 2012: $5,605,5832012Assets 2013: $9,593,044Liabilities 2013: $1,575,993Net Assets 2013: $8,017,0512013Assets 2014: $8,611,122Liabilities 2014: $471,368Net Assets 2014: $8,139,7542014Assets 2015: $8,901,237Liabilities 2015: $608,107Net Assets 2015: $8,293,1302015Assets 2016: $9,136,336Liabilities 2016: $741,457Net Assets 2016: $8,394,8792016Assets 2017: $10,239,677Liabilities 2017: $850,790Net Assets 2017: $9,388,8872017Assets 2018: $11,434,089Liabilities 2018: $2,466,689Net Assets 2018: $8,967,4002018Assets 2019: $14,099,374Liabilities 2019: $3,026,363Net Assets 2019: $11,073,0112019Assets 2020: $15,618,638Liabilities 2020: $3,268,830Net Assets 2020: $12,349,8082020Assets 2021: $17,491,223Liabilities 2021: $3,701,994Net Assets 2021: $13,789,2292021Assets 2022: $13,838,627Liabilities 2022: $2,890,255Net Assets 2022: $10,948,3722022Assets 2023: $15,119,176Liabilities 2023: $3,158,360Net Assets 2023: $11,960,8162023Assets 2024: $15,892,651Liabilities 2024: $3,289,753Net Assets 2024: $12,602,8982024

Highlighted filing

2013

Assets$9,593,044
Liabilities$1,575,993
Net Assets$8,017,051
Open 2013 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $213,958Expenses 2010: $305,843Net Income 2010: -$91,8852010Revenue 2011: $266,754Expenses 2011: $288,022Net Income 2011: -$21,2682011Revenue 2012: $445,857Expenses 2012: $378,063Net Income 2012: $67,7942012Revenue 2013: $962,914Expenses 2013: $483,029Net Income 2013: $479,8852013Revenue 2014: $818,693Expenses 2014: $695,990Net Income 2014: $122,7032014Revenue 2015: $1,155,758Expenses 2015: $478,672Net Income 2015: $677,0862015Revenue 2016: $354,444Expenses 2016: $592,136Net Income 2016: -$237,6922016Revenue 2017: $476,313Expenses 2017: $472,878Net Income 2017: $3,4352017Revenue 2018: $854,800Expenses 2018: $433,564Net Income 2018: $421,2362018Revenue 2019: $806,243Expenses 2019: $485,791Net Income 2019: $320,4522019Revenue 2020: $1,111,946Expenses 2020: $537,750Net Income 2020: $574,1962020Revenue 2021: $1,015,539Expenses 2021: $644,876Net Income 2021: $370,6632021Revenue 2022: $1,491,437Expenses 2022: $506,660Net Income 2022: $984,7772022Revenue 2023: $1,071,601Expenses 2023: $617,376Net Income 2023: $454,2252023Revenue 2024: $967,949Expenses 2024: $747,239Net Income 2024: $220,7102024

Highlighted filing

2013

Revenue$962,914
Expenses$483,029
Net Income$479,885
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.0
Gross Receipts
$2,609,093
Mission and Program Overview

Mission

To provide needed support to the grace and holy trinity church

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,932,737$9,403,228▲ $1,470,491
Cap Stk Tr Prin Current Funds$6,725,919$8,017,051▲ $1,291,132
Cash and Non-Interest-Bearing Accounts$52,735$182,316▲ $129,581
Other Notes and Loans Receivable, Net$7,500$7,500→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$7,992,972$9,593,044▲ $1,600,072
Liabilities
Other Liabilities$1,267,053$1,575,993▲ $308,940
Total Liabilities$1,267,053$1,575,993▲ $308,940
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,725,919$8,017,051▲ $1,291,132
Total Liabilities and Net Assets / Fund Balance$7,992,972$9,593,044▲ $1,600,072

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,121,812--
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Fielding L Williams JrPresident & Exec. Comm
Carl F BlackwellVice President & Exec. Comm.
E Trigg Brown JrTrustee
Elizabeth D SeamanTrustee
Sara Jo WilliamsTrustee
W Taylor BensonTrustee
Dr C M Kinloch NelsonExecutive Committee Member
George J McveyExecutive Committee Member
William R Derry JrSecretary/treasurer & Exec
Revenue and Support

Revenue Composition

Contributions and Grants
$91,148
Program Service Revenue
$0
Investment Income
$871,766
Other Revenue
$0
Change in Net Assets
$479,885
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$447,153
Other Expenses$35,876
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$447,153--$447,153
Fees for Services Accounting$1,515--$1,515
Other Expenses$25--$25
Total Functional Expenses$483,029$0$0$483,029
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
--501(c)(3)To Provide Needed Support to the Grace and Holy Trinity Church$447,153
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Grace & Holy Trinity Church$1,575,993
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A copy of the 990 is made available for the board of trustees to review at any time. The secretary/treasurer reviews the return before filing.”

Form 990, Part VI, Section C, Line 19

“The grace & holy trinity church endowment fund makes its governing documents available upon request.”

Filing and Contact Details

Filer

EIN
54-0524502
Phone
8047802000

Signing Officer

Name
Fielding Williams
Title
President
Phone
8047802000
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fielding Williams
Formed
1947
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Preparer
Thomas M Denson
Phone
8047470000
Supplemental Narrative

Additional Explanations

FORM 990, PART X:

“The beginnng balance sheet has been restated to reflect the fair market value of the investments held by grace & holy trinity church endowment fund.”

Raw XML Appendix354 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/TitleTxt0PRESIDENT & EXEC. COMM
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT & EXEC. COMM.
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER & EXEC
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine108 N LAUREL ST
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS MADE AVAILABLE FOR THE BOARD OF TRUSTEES TO REVIEW AT ANY TIME. THE SECRETARY/TREASURER REVIEWS THE RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GRACE & HOLY TRINITY CHURCH ENDOWMENT FUND MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BEGINNNG BALANCE SHEET HAS BEEN RESTATED TO REFLECT THE FAIR MARKET VALUE OF THE INVESTMENTS HELD BY GRACE & HOLY TRINITY CHURCH ENDOWMENT FUND.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART X:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07992972
IRS990/TotalAssetsEOYAmt09593044
IRS990/TotalAssetsGrp/BOYAmt07992972
IRS990/TotalAssetsGrp/EOYAmt09593044
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt091148
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0483029
IRS990/TotalFunctionalExpensesGrp/TotalAmt0483029
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01267053
IRS990/TotalLiabilitiesEOYAmt01575993
IRS990/TotalLiabilitiesGrp/BOYAmt01267053
IRS990/TotalLiabilitiesGrp/EOYAmt01575993
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06725919
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08017051
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0483029
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0871766
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0962914
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07992972
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09593044
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10DAVENPORT CO PO BOX 86578
IRS990/USAddress/City0RICHMOND
IRS990/USAddress/State0VA
IRS990/USAddress/ZIPCode023285
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FIELDING WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08047802000
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10GRACE AND HOLY TRINITY ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0540524502
ReturnHeader/Filer/PhoneNum08047802000
ReturnHeader/Filer/USAddress/AddressLine10DAVENPORT CO PO BOX 86578
ReturnHeader/Filer/USAddress/City0RICHMOND
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode023285
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541631262
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KEITERSTEPHENSHURSTGARY & SHREAVESPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 32066
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0232942066
ReturnHeader/PreparerPersonGrp/PhoneNum08047470000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M DENSON
ReturnHeader/ReturnTs02014-11-10T11:32:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,593,044
Liabilities
$1,575,993
Net assets
$8,017,051
Revenue
$962,914
Expenses
$483,029
Net income
$479,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$3.29$12.6$0.97$0.75$0.22
2023Summary only. Only limited summary data is available for this year.$15.1$3.16$12.0$1.07$0.62$0.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$2.89$10.9$1.49$0.51$0.98
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$3.70$13.8$1.02$0.64$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$3.27$12.3$1.11$0.54$0.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$3.03$11.1$0.81$0.49$0.32
2018Summary only. Only limited summary data is available for this year.$11.4$2.47$8.97$0.85$0.43$0.42
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.85$9.39$0.48$0.47$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.14$0.74$8.39$0.35$0.59$0.24
2015Detailed filing. Detailed filing data is available for this year.$8.90$0.61$8.29$1.16$0.48$0.68
2014Detailed filing. Detailed filing data is available for this year.$8.61$0.47$8.14$0.82$0.70$0.12
2013Detailed filing. Detailed filing data is available for this year.$9.59$1.58$8.02$0.96$0.48$0.48
2012Summary only. Only limited summary data is available for this year.$5.95$0.35$5.61$0.45$0.38$0.07
2011Summary only. Only limited summary data is available for this year.$5.89$0.35$5.54$0.27$0.29$0.02
2010Summary only. Only limited summary data is available for this year.$5.91$0.35$5.56$0.21$0.31$0.09