Civic Intelligence

Endowment Foundation of Holy Trinity Lutheran Church of Hickory Nc Inc

990 • Fiscal year 2016 • EIN 58-1379628

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 09, 2017

Organization ProfileN/A
PO Box 9580Hickory, NC 28603

(828) 322-5813

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

92nd percentile

48%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

7932%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,391,610

Up $329,337 (+16%) from 2015

Net Assets

Up

$2,391,610

Up $329,337 (+16%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin92nd percentile

Revenue

Up

$123,689

Up $122,149 (+7932%) from 2015

Expenses

Up

$63,861

Up $6,020 (+10%) from 2015

Net Income

Up

$59,828

Up $116,129 (+206%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,553,505Liabilities 2011: $0Net Assets 2011: $1,553,5052011Assets 2012: $1,754,528Liabilities 2012: $0Net Assets 2012: $1,754,5282012Assets 2013: $2,043,362Liabilities 2013: $0Net Assets 2013: $2,043,3622013Assets 2014: $2,223,060Liabilities 2014: $0Net Assets 2014: $2,223,0602014Assets 2015: $2,062,273Liabilities 2015: $0Net Assets 2015: $2,062,2732015Assets 2016: $2,391,610Liabilities 2016: $0Net Assets 2016: $2,391,6102016Assets 2017: $2,692,177Liabilities 2017: $0Net Assets 2017: $2,692,1772017Assets 2018: $2,939,380Liabilities 2018: $0Net Assets 2018: $2,939,3802018Assets 2019: $2,987,902Liabilities 2019: $0Net Assets 2019: $2,987,9022019Assets 2020: $3,122,808Liabilities 2020: $0Net Assets 2020: $3,122,8082020Assets 2021: $3,915,848Liabilities 2021: $0Net Assets 2021: $3,915,8482021Assets 2022: $3,350,599Liabilities 2022: $0Net Assets 2022: $3,350,5992022Assets 2023: $3,637,927Liabilities 2023: $0Net Assets 2023: $3,637,9272023Assets 2024: $4,295,313Liabilities 2024: $0Net Assets 2024: $4,295,3132024

Highlighted filing

2016

Assets$2,391,610
Liabilities$0
Net Assets$2,391,610
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

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

$400K$200K$0-$200KRevenue 2011: $115,624Expenses 2011: $62,977Net Income 2011: $52,6472011Revenue 2012: $278,923Expenses 2012: $57,708Net Income 2012: $221,2152012Revenue 2013: $331,145Expenses 2013: $42,311Net Income 2013: $288,8342013Revenue 2014: $218,786Expenses 2014: $39,088Net Income 2014: $179,6982014Revenue 2015: $1,540Expenses 2015: $57,841Net Income 2015: -$56,3012015Revenue 2016: $123,689Expenses 2016: $63,861Net Income 2016: $59,8282016Revenue 2017: $102,670Expenses 2017: $79,078Net Income 2017: $23,5922017Revenue 2018: $60,928Expenses 2018: $92,070Net Income 2018: -$31,1422018Revenue 2019: $157,269Expenses 2019: $99,610Net Income 2019: $57,6592019Revenue 2020: $206,759Expenses 2020: $109,259Net Income 2020: $97,5002020Revenue 2021: $193,761Expenses 2021: $119,756Net Income 2021: $74,0052021Revenue 2022: $58,643Expenses 2022: $142,717Net Income 2022: -$84,0742022Revenue 2023: $65,729Expenses 2023: $142,307Net Income 2023: -$76,5782023Revenue 2024: $87,444Expenses 2024: $154,149Net Income 2024: -$66,7052024

Highlighted filing

2016

Revenue$123,689
Expenses$63,861
Net Income$59,828
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 9, 2017
Return Version
2015v3.0
Gross Receipts
$123,689
Mission and Program Overview

Mission

The foundation exists to assist members who wish to provide a living memorial which will support the life and the future of the church and to provide seminary scholarships.

See page 2, part iii, line 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,005,552$2,334,449▲ $328,897
Total Assets$2,062,273$2,391,610▲ $329,337
Other Assets Total$56,721$57,161▲ $440
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,272,454$1,389,945▲ $117,491
Permanently Rstr Net Assets$789,819$1,001,665▲ $211,846
Total Net Assets Fund Balance$2,062,273$2,391,610▲ $329,337
Total Liabilities and Net Assets / Fund Balance$2,062,273$2,391,610▲ $329,337

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,062,273$83,161▲ $310,037$28,685$2,391,610
2014$2,223,060$1,540▼ $104,486$24,855$2,062,273
2013$2,043,362$10,939▲ $207,847$8,000$2,223,060
2012$1,754,528$7,766▲ $323,379$10,628$2,043,362
2011$1,553,505$2,775▲ $255,956$15,000$1,754,528
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Beth Watts-rogersPresident
Randy KauffmanVice President
Bonita FerriteDirector
Joel MillerDirector
Drew Van HornSecretary
Richard SigmonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$83,161
Program Service Revenue
$0
Investment Income
$40,088
Other Revenue
$440
All Other Contributions
$83,161
Change in Net Assets
$59,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,685
Other Expenses$21,176
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,685--$28,685
Fees for Service Investment Mgmnt Fees-$16,488-$16,488
Grants to Domestic Individuals$14,000--$14,000
Fees for Services Accounting-$4,688-$4,688
Total Functional Expenses$42,685$21,176$0$63,861
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Lutheran ChurchHickory, NC-Mission Trip, Seminary Expenses, Concerts, Centro Latino Day Outreach$28,685
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
Yes
Audit committee
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“Upon the expiration of a board member's term, the replacement member is voted on by the existing board. Proposed members are recommended by the current board and church council.”

Form 990, Part VI, Section A, line 7B

“Specific projects proposed to the board, not addressed in the by-laws, are voted on by the board.”

Form 990, Part VI, Section B, line 11

“The board holds an annual meeting with its certified public accountant to review the return for accuracy and completeness.”

Form 990, Part VI, Section C, line 19

“The organization does not make its documents available to the public. The organization documents are however available to its church council.”

Filing and Contact Details

Filer

Filer Name
Endowment Foundation of Holy Trinity
EIN
58-1379628
Phone
8283225813
Address
PO Box 9580, Hickory, NC 28603

Signing Officer

Name
Beth Watts-rogers
Title
President
Phone
8283225813
Signed
2017-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Watts-rogers
Formed
1978
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Rink & Robinson PLLC
Address
340 9th Ave Dr NE, Hickory, NC 28601
Preparer
Michael E Rink CPA Cgma
Phone
8283225813
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The board members oversee the compilation and take responsibility for the compiled financial statements. There is no change from prior years in this procedure.”

Financial Statement Notes

Part V, Line 4:

“The intended use of the organization's endowment funds are for grants or scholarships. Other expenditures may be for facilities and programs.”

Raw XML Appendix391 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE PAGE 2, PART III, LINE 1.
IRS990/AllOtherContributionsAmt083161
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD SIGMON TREASURER
IRS990/BooksInCareOfDetail/PhoneNum08283225813
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0547 6TH STREET NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0HICKORY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028601
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt083161
IRS990/CYGrantsAndSimilarPaidAmt042685
IRS990/CYInvestmentIncomeAmt040088
IRS990/CYOtherExpensesAmt021176
IRS990/CYOtherRevenueAmt0440
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt059828
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt063861
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0123689
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SEMINARY AND COLLEGE SCHOLARSHIPS FOR STUDENTS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt014000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04688
IRS990/FeesForServicesAccountingGrp/TotalAmt04688
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt016488
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016488
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0BETH WATTS-ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm1RANDY KAUFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2DREW VAN HORN
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD SIGMON
IRS990/Form990PartVIISectionAGrp/PersonNm4BONITA FERRITE
IRS990/Form990PartVIISectionAGrp/PersonNm5JOEL MILLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt014000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt014000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt014000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt028685
IRS990/GrantsToDomesticOrgsGrp/TotalAmt028685
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0123689
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt040088
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040088
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02005552
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02334449
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION EXISTS TO ASSIST MEMBERS WHO WISH TO PROVIDE A LIVING MEMORIAL WHICH WILL SUPPORT THE LIFE AND THE FUTURE OF THE CHURCH AND TO PROVIDE SEMINARY SCHOLARSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02062273
IRS990/NetAssetsOrFundBalancesEOYAmt02391610
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0269509
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt056721
IRS990/OtherAssetsTotalGrp/EOYAmt057161
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0LIFE INSURANCE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0440
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0440
IRS990/OtherRevenueTotalAmt0440
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0789819
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01001665
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BETH WATTS-ROGERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ASSISTANCE TO ORGANIZATIONS IN THE U.S.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt028685
IRS990/ProgSrvcAccomActy2Grp/GrantAmt028685
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01540
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt035355
IRS990/PYInvestmentIncomeAmt041761
IRS990/PYOtherExpensesAmt022486
IRS990/PYOtherRevenueAmt0587
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-13953
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt057841
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt043888
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt059828
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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/ExplanationTxt0SUPPORTED ORGANIZATION INCLUDES HOLY TRINITY LUTHERAN CHURCH, A SECTION 501(C)(3) AND SUPPORTED AT DISCRETION OF GOVERNING BOARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SUPPORTED ORGANIZATION IS A CHURCH, A 501(C)(3), WHOSE DIRECTORS, TRUSTEES, OR MEMBERSHIP HAVE NO POWER TO APPOINT OR ELECT DIRECTORS, TRUSTEES, OR MEMBERSHIP OF THE ENDOWMENT FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section B, Line 1:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0560634516
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt028685
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLY TRINITY LUTHERAN CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt028685
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.60000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt021176
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02062273
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt083161
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02391610
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt014000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0310037
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt028685
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt022486
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02223060
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01540
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02062273
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt010500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-104486
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt024855
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt017648
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02043362
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt010939
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02223060
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt013440
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0207847
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt08000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt018183
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01754528
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt07766
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02043362
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt013500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0323379
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt010628
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt017662
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01553505
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02775
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01754528
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt025046
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0255956
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt015000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.40000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR GRANTS OR SCHOLARSHIPS. OTHER EXPENDITURES MAY BE FOR FACILITIES AND PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt026
IRS990ScheduleI/RecipientTable/CashGrantAmt028685
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MISSION TRIP, SEMINARY EXPENSES, CONCERTS, CENTRO LATINO DAY OUTREACH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLY TRINITY LUTHERAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0560634516
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0547 6TH ST NW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HICKORY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028601
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON THE EXPIRATION OF A BOARD MEMBER'S TERM, THE REPLACEMENT MEMBER IS VOTED ON BY THE EXISTING BOARD. PROPOSED MEMBERS ARE RECOMMENDED BY THE CURRENT BOARD AND CHURCH COUNCIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPECIFIC PROJECTS PROPOSED TO THE BOARD, NOT ADDRESSED IN THE BY-LAWS, ARE VOTED ON BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD HOLDS AN ANNUAL MEETING WITH ITS CERTIFIED PUBLIC ACCOUNTANT TO REVIEW THE RETURN FOR ACCURACY AND COMPLETENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS DOCUMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION DOCUMENTS ARE HOWEVER AVAILABLE TO ITS CHURCH COUNCIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD MEMBERS OVERSEE THE COMPILATION AND TAKE RESPONSIBILITY FOR THE COMPILED FINANCIAL STATEMENTS. THERE IS NO CHANGE FROM PRIOR YEARS IN THIS PROCEDURE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02062273
IRS990/TotalAssetsEOYAmt02391610
IRS990/TotalAssetsGrp/BOYAmt02062273
IRS990/TotalAssetsGrp/EOYAmt02391610
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt083161
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021176
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042685
IRS990/TotalFunctionalExpensesGrp/TotalAmt063861
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02062273
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02391610
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt042685
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040528
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0123689
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02062273
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02391610
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01272454
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01389945
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 9580
IRS990/USAddress/CityNm0HICKORY
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028603
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH WATTS-ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08283225813
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Endowment Foundation of Holy Trinity
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Lutheran Church of Hickory NC Inc
ReturnHeader/Filer/BusinessNameControlTxt0ENDO
ReturnHeader/Filer/EIN0581379628
ReturnHeader/Filer/PhoneNum08283225813
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 9580
ReturnHeader/Filer/USAddress/CityNm0Hickory
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560627212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rink & Robinson PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0340 9th Ave Dr NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hickory
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028601
ReturnHeader/PreparerPersonGrp/PhoneNum08283225813
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL E RINK CPA CGMA
ReturnHeader/ReturnTs02017-02-01T07:13:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,391,610
Liabilities
$0
Net assets
$2,391,610
Revenue
$123,689
Expenses
$63,861
Net income
$59,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.09$0.15$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.07$0.14$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.00$3.35$0.06$0.14$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.19$0.12$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.21$0.11$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.16$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.06$0.09$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.10$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.12$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.00$0.06$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.22$0.04$0.18
2013Summary only. Only limited summary data is available for this year.$2.04$0.00$2.04$0.33$0.04$0.29
2012Summary only. Only limited summary data is available for this year.$1.75$0.00$1.75$0.28$0.06$0.22
2011Summary only. Only limited summary data is available for this year.$1.55$0.00$1.55$0.12$0.06$0.05