Civic Intelligence

Salem Lutheran Trust 04-12-90

990 • Fiscal year 2020 • EIN 76-6060474

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

Organization ProfileN/A
22604 Lutheran Church RoadTomball, TX 77375-3717

(281) 356-4494

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

58th percentile

9.4%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

50th percentile

6.0%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

5.5%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,037,674

Up $58,678 (+6.0%) from 2019

Net Assets

Up

$1,037,674

Up $58,678 (+6.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin58th percentile

Revenue

Up

$39,307

Up $2,036 (+5.5%) from 2019

Expenses

Up

$35,608

Up $7,897 (+28%) from 2019

Net Income

Down

$3,699

Down $5,861 (-61%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $810,221Liabilities 2011: $0Net Assets 2011: $810,2212011Assets 2012: $885,038Liabilities 2012: $0Net Assets 2012: $885,0382012Assets 2013: $914,142Liabilities 2013: $0Net Assets 2013: $914,1422013Assets 2014: $917,504Liabilities 2014: $0Net Assets 2014: $917,5042014Assets 2015: $907,422Liabilities 2015: $0Net Assets 2015: $907,4222015Assets 2016: $991,972Liabilities 2016: $0Net Assets 2016: $991,9722016Assets 2017: $1,099,517Liabilities 2017: $0Net Assets 2017: $1,099,5172017Assets 2018: $886,988Liabilities 2018: $0Net Assets 2018: $886,9882018Assets 2019: $978,996Liabilities 2019: $0Net Assets 2019: $978,9962019Assets 2020: $1,037,674Liabilities 2020: $0Net Assets 2020: $1,037,6742020Assets 2021: $1,082,228Liabilities 2021: $0Net Assets 2021: $1,082,2282021Assets 2023: $1,048,487Liabilities 2023: $0Net Assets 2023: $1,048,4872023Assets 2024: $1,136,992Liabilities 2024: $7,250Net Assets 2024: $1,129,7422024Assets 2025: $1,310,712Liabilities 2025: $0Net Assets 2025: $1,310,7122025

Highlighted filing

2020

Assets$1,037,674
Liabilities$0
Net Assets$1,037,674
Open 2020 Filing

Operations Trend

Revenue Growth59th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $35,6092011Revenue 2012: $106,860Expenses 2012: $36,347Net Income 2012: $70,5132012Revenue 2013: $50,282Expenses 2013: $18,974Net Income 2013: $31,3082013Revenue 2014: $44,233Expenses 2014: $40,515Net Income 2014: $3,7182014Revenue 2015: $35,418Expenses 2015: $36,556Net Income 2015: -$1,1382015Revenue 2016: $51,963Expenses 2016: $30,063Net Income 2016: $21,9002016Revenue 2017: $90,138Expenses 2017: $35,308Net Income 2017: $54,8302017Revenue 2018: $83,015Expenses 2018: $39,562Net Income 2018: $43,4532018Revenue 2019: $37,271Expenses 2019: $27,711Net Income 2019: $9,5602019Revenue 2020: $39,307Expenses 2020: $35,608Net Income 2020: $3,6992020Revenue 2021: $44,554Expenses 2021: $0Net Income 2021: $44,5542021Revenue 2023: $81,491Expenses 2023: $41,655Net Income 2023: $39,8362023Revenue 2024: $47,568Expenses 2024: $26,760Net Income 2024: $20,8082024Revenue 2025: $102,198Expenses 2025: $40,597Net Income 2025: $61,6012025

Highlighted filing

2020

Revenue$39,307
Expenses$35,608
Net Income$3,699
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.0
Gross Receipts
$39,307
Mission and Program Overview

Mission

Assist salem lutheran church in support of its charitable, religious, and educational purpose.

Assist salem lutheran church in support of its charitable, religous, and educational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$978,996$1,037,674▲ $58,678
Investments Other Securities$684,530$749,692▲ $65,162
Other Notes and Loans Receivable, Net$275,174$263,758▼ $11,416
Savings and Temporary Cash Investments$16,494$20,193▲ $3,699
Investments in Publicly Traded Securities$2,798$4,031▲ $1,233
Total Assets$978,996$1,037,674▲ $58,678
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$978,996$1,037,674▲ $58,678
Total Liabilities and Net Assets / Fund Balance$978,996$1,037,674▲ $58,678

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$749,692--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Ray KymChairman
Judy BodeVice Chair
Alex LinderTrustee
David BuehringTrustee
Tj TijerinaTrustee
Stephen CampbellSecretary
Tim NiekerkSenior Pasto
Ted DowningTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,865
Program Service Revenue
$0
Investment Income
$31,442
Other Revenue
$0
All Other Contributions
$7,865
Change in Net Assets
$3,699
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,500
Other Expenses$12,108
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$23,500--$23,500
Interest$7,044--$7,044
Fees for Services Other-$4,164-$4,164
Fees for Services Accounting-$900-$900
Total Functional Expenses$30,544$5,064$0$35,608
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Salem Lutheran SchoolTomball, TX-Religious Education$7,500
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Appropriate members of governing body review and approve financial data prior to preparation of form 990. Completed form 990 is presented to appropriate members of governing body for approval prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Upon written request, the organization's governing documents and financial information will be made available to the public at 22601 lutheran church rd, tomball, tx 77375.”

Filing and Contact Details

Filer

Filer Name
Salem Lutheran Trust
EIN
76-6060474
Phone
2813564494
Address
22604 LUTHERAN CHURCH ROAD, TOMBALL, TX 77375-3717

Signing Officer

Name
Ted Downing
Title
Treasurer
Phone
7135947242
Signed
2021-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ray Kym
Formed
1990
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Klein Integrated Wealth Management
Address
994 VILLAGE SQUARE DR BLDG 2 C, TOMBALL, TX 77375
Preparer
Lori Klein CPA
Phone
2813700300
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Grant to concordia lutheran high school in support of religious and educational activities.”

Form 990, Part IX, Line 11G

“OTHER FEES 0 4,164 0”

Raw XML AppendixShowing 400 of 404 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTING ORGANIZATION WAS RESPONSIVE TO THE SUPPORTED ORGANIZATIONS, AND THE SUPPORTED ORGANIZATIONS WERE ATTENTIVE TO THE SUPPORTING ORGANIZAITON.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0240887
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt012710
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0228177
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt03613
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0237274
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt08305
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0240887
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt08305
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt011000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt15000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SALEM LUTHERAN CHURCHSCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CONCORDIA LUTHERAN HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SALEM LUTHERAN CHURCH/SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1CONCORDIA LUTHERAN HIGH SCHOOL
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt016000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0749692
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LUTHERAN FOUNDATION OF TEXAS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt0749692
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RELIGIOUS EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SALEM LUTHERAN SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0746054173
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt022607 LUTHERAN CHURCH RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TOMBALL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077375
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS REQUIRE BOARD APPROVAL BY VOTE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANT TO CONCORDIA LUTHERAN HIGH SCHOOL IN SUPPORT OF RELIGIOUS AND EDUCATIONAL ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1APPROPRIATE MEMBERS OF GOVERNING BODY REVIEW AND APPROVE FINANCIAL DATA PRIOR TO PREPARATION OF FORM 990. COMPLETED FORM 990 IS PRESENTED TO APPROPRIATE MEMBERS OF GOVERNING BODY FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON WRITTEN REQUEST, THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL INFORMATION WILL BE MADE AVAILABLE TO THE PUBLIC AT 22601 LUTHERAN CHURCH RD, TOMBALL, TX 77375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER FEES 0 4,164 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0978996
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IRS990/TotalContributionsAmt07865
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05064
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030544
IRS990/TotalFunctionalExpensesGrp/TotalAmt035608
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01037674
IRS990/TotalOtherProgSrvcExpenseAmt07044
IRS990/TotalProgramServiceExpensesAmt030544
IRS990/TotalRevenueGrp/ExclusionAmt031442
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039307
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0978996
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01037674
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt023710 POWDER MILL DR
IRS990/USAddress/CityNm0TOMBALL
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077377
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TED DOWNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07135947242
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SALEM LUTHERAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SALE
ReturnHeader/Filer/EIN0766060474
ReturnHeader/Filer/PhoneNum02813564494
ReturnHeader/Filer/USAddress/AddressLine1Txt022604 LUTHERAN CHURCH ROAD
ReturnHeader/Filer/USAddress/CityNm0TOMBALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0773753717
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200142021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KLEIN INTEGRATED WEALTH MANAGEMENT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0994 VILLAGE SQUARE DR BLDG 2 C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOMBALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077375
ReturnHeader/PreparerPersonGrp/PhoneNum02813700300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI KLEIN CPA
ReturnHeader/ReturnTs02021-11-05T09:20:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,037,674
Liabilities
$0
Net assets
$1,037,674
Revenue
$39,307
Expenses
$35,608
Net income
$3,699
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.10$0.04$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.13$0.05$0.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.08$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.04$0.00$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.04$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.08$0.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.09$0.04$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.04$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.02$0.03
2012Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.11$0.04$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.04