Civic Intelligence

Trinity Messiah Endowment Fund

990 • Fiscal year 2014 • EIN 76-0643045

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization Profile
800 Houston AvenueHouston, TX 77007

(713) 229-2900

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

65th percentile

8.6%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$538,835

Up $42,470 (+8.6%) from 2013

Net Assets

$538,835

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin93rd percentile

Revenue

Down

$68,179

Down $12,617 (-16%) from 2013

Expenses

Up

$30,803

Up $8,982 (+41%) from 2013

Net Income

Down

$37,376

Down $21,599 (-37%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$600K$400K$200K$0Assets 2010: $346,308Liabilities 2010: $02010Assets 2011: $366,281Liabilities 2011: $02011Assets 2012: $372,899Liabilities 2012: $02012Assets 2013: $496,365Liabilities 2013: $02013Assets 2014: $538,835Liabilities 2014: $0Net Assets 2014: $538,8352014Assets 2015: $392,819Liabilities 2015: $0Net Assets 2015: $392,8192015Assets 2016: $492,141Liabilities 2016: $0Net Assets 2016: $492,1412016Assets 2017: $402,021Liabilities 2017: $0Net Assets 2017: $402,0212017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$538,835
Liabilities$0
Net Assets$538,835
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

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

$500K$0-$500KRevenue 2010: $53,538Expenses 2010: $13,383Net Income 2010: $40,1552010Revenue 2011: $73,304Expenses 2011: $44,654Net Income 2011: $28,6502011Revenue 2012: $46,895Expenses 2012: $20,932Net Income 2012: $25,9632012Revenue 2013: $80,796Expenses 2013: $21,821Net Income 2013: $58,9752013Revenue 2014: $68,179Expenses 2014: $30,803Net Income 2014: $37,3762014Revenue 2015: $43,944Expenses 2015: $34,304Net Income 2015: $9,6402015Revenue 2016: $55,645Expenses 2016: $26,789Net Income 2016: $28,8562016Revenue 2017: $99,009Expenses 2017: $155,115Net Income 2017: -$56,1062017Revenue 2018: $16,987Expenses 2018: $419,008Net Income 2018: -$402,0212018

Highlighted filing

2014

Revenue$68,179
Expenses$30,803
Net Income$37,376
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$68,179
Mission and Program Overview

Mission

Support of educational mission of Trinity Lutheran School as operated by Trinity Lutheran Church

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$496,365$538,835▲ $42,470
Investments in Publicly Traded Securities$494,327$527,825▲ $33,498
Cash and Non-Interest-Bearing Accounts$2,038$11,010▲ $8,972
Total Assets$496,365$538,835▲ $42,470
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$496,365$538,835▲ $42,470
Total Liabilities and Net Assets / Fund Balance$496,365$538,835▲ $42,470

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$496,365$40,401▲ $47,872-$538,835
2013$392,576$44,875▲ $80,735-$496,365
2012$375,930$28,220▲ $9,066-$392,576
2011$346,309$24,678▲ $25,714-$375,930
2010$237,763$41,457▲ $80,722-$346,309
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Albert TijerinaChairman
Lori FischerChairman Elect
Delynda CruzDirector
Janis TaubeDirector
Mary JeterDirector
Ruanne KuhlmannDirector
Steve RoeselDirector
Dave BaumbachDirector - Part Year
Tim GradyDirector - Part Year
Suzanne KurthSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$40,401
Program Service Revenue
$0
Investment Income
$23,724
Other Revenue
$4,054
All Other Contributions
$40,401
Change in Net Assets
$37,376
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,100
Other Expenses$5,703
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,100--$25,100
Other Expenses-$2,092-$2,092
Office Expenses$1,966--$1,966
Fees for Service Investment Mgmnt Fees-$1,645-$1,645
Total Functional Expenses$27,066$3,737$0$30,803
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity Lutheran ChurchHouston, TX501c3-$25,100
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The Form 990 for Trinity Lutheran School Endowment is prepared by an outside preparer using information provided by Trinity Lutheran Church's treasury function. The Form 990 is reviewed by the chairman of Trinity Lutheran School Endowment before it is presented to the board and filed.”

Conflict of interest policy compliance Part VI line 12C

“Trinity Lutheran School Endowment Fund has adopted a written conflict of interest policy and monitors conflicts of interest as they arise. The policy states that any board member with a conflict must recuse himself/herself from voting on the issue.”

Governing documents etc available to public Part VI line 19

“The governing documents and conflict of interest policy as well as the Form 990s are available upon request.”

Filing and Contact Details

Filer

Filer Name
Trinity Messiah Endowment Fund
EIN
76-0643045
Address
800 Houston Avenue, Houston, TX 77007
Doing Business As
Trinity Lutheran School Endowm

Signing Officer

Name
Lori Fischer
Title
Chairman
Phone
7132292900
Signed
2015-11-12
Discuss with paid preparer
No

Organization Details

Formed
1999
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
MM Grady CPA PLLC
Address
6103 Olive Grove Court, Kingwood, TX 77345
Preparer
Melinda M Grady
Phone
8326835067
Supplemental Narrative

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“The endowment funds of Trinity Lutheran School Endowment are meant to provide ongoing future support of the educational programs of Trinity Lutheran Church in its operation of a school.”

Raw XML AppendixShowing 400 of 435 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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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0821
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt044875
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0771
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The endowment funds of Trinity Lutheran School Endowment are meant to provide ongoing future support of the educational programs of Trinity Lutheran Church in its operation of a school.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Endowment funds intended uses (Part V, line 4)
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt025100
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Trinity Lutheran Church
IRS990ScheduleI/RecipientTable/RecipientEIN0741238451
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0800 Houston Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Houston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077007
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Trinity Lutheran School Endowment Fund gives grants to Trinity Lutheran Church to facilitate Christian education through its school. The Trinity Lutheran School Endowment monitors the activities at the school that were funded through the Endowment's grants.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 for Trinity Lutheran School Endowment is prepared by an outside preparer using information provided by Trinity Lutheran Church's treasury function. The Form 990 is reviewed by the chairman of Trinity Lutheran School Endowment before it is presented to the board and filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trinity Lutheran School Endowment Fund has adopted a written conflict of interest policy and monitors conflicts of interest as they arise. The policy states that any board member with a conflict must recuse himself/herself from voting on the issue.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing documents and conflict of interest policy as well as the Form 990s are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Trinity Lutheran Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741238451
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Religious organization
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0800 Houston Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Houston
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0538835
IRS990/TotalAssetsGrp/BOYAmt0496365
IRS990/TotalAssetsGrp/EOYAmt0538835
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt040401
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027066
IRS990/TotalFunctionalExpensesGrp/TotalAmt030803
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068179
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IRS990/TotalVolunteersCnt010
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$538,835
Liabilities
$0
Net assets
$538,835
Revenue
$68,179
Expenses
$30,803
Net income
$37,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.17$4.19$4.02
2017Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.99$1.55$0.56
2016Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.56$0.27$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.44$0.34$0.10
2014Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.68$0.31$0.37
2013Summary only. Only limited summary data is available for this year.$4.96$0.00$0.81$0.22$0.59
2012Summary only. Only limited summary data is available for this year.$3.73$0.00$0.47$0.21$0.26
2011Summary only. Only limited summary data is available for this year.$3.66$0.00$0.73$0.45$0.29
2010Summary only. Only limited summary data is available for this year.$3.46$0.00$0.54$0.13$0.40