Civic Intelligence

Holy Trinity Hermitage Inc.

990EZ • Fiscal year 2021 • EIN 86-3467308

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2023

Organization ProfileNA
PO Box 397Forest Lake, MN 55025

(612) 248-0644

Siviq Scores

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

Liabilities / Assets

86th percentile

0.32x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

0.32x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

$93,252

No earlier filing loaded for comparison.

Net Assets

$63,069

No earlier filing loaded for comparison.

Liabilities

$30,183

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin92nd percentile

Revenue

$95,727

No earlier filing loaded for comparison.

Expenses

$32,658

No earlier filing loaded for comparison.

Net Income

$63,069

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2021: $93,252Liabilities 2021: $30,183Net Assets 2021: $63,0692021Assets 2022: $1,166,855Liabilities 2022: $35,546Net Assets 2022: $1,131,3092022Assets 2023: $1,204,124Liabilities 2023: $0Net Assets 2023: $1,204,1242023Assets 2024: $1,260,305Liabilities 2024: $0Net Assets 2024: $1,260,3052024

Highlighted filing

2021

Assets$93,252
Liabilities$30,183
Net Assets$63,069
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Revenue 2021: $95,727Expenses 2021: $32,658Net Income 2021: $63,0692021Revenue 2022: $1,140,288Expenses 2022: $74,986Net Income 2022: $1,065,3022022Revenue 2023: $149,666Expenses 2023: $83,521Net Income 2023: $66,1452023Revenue 2024: $215,131Expenses 2024: $118,049Net Income 2024: $97,0822024

Highlighted filing

2021

Revenue$95,727
Expenses$32,658
Net Income$63,069
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2023
Return Version
2021v4.2
Gross Receipts
$95,727
Mission and Program Overview

Mission

Retreats to Roman Catholic Priests and other Christian Leaders

Program Services

DescriptionGrantsExpenses
Offer a retreat space of silence and solitude for Roman Catholic Priests and other Christian leaders to promote and develop their relationship with God.$0$0
To enable Rev Fischer as part of his ministry to offer a retreat space of silence and solitude for Roman Catholic Priests and other Christian leaders to promote and develop their relationship with God. To provide a physical place in the State of Minnesota or nearby lands for Rev Fischer to live out the call and mission to pray and intercede for the spiritual needs of the Archdiocese of Saint Paul and Minneapolis, the Roman CatholicChurch, and the World.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian FischerChairFT$0--
Jeff HuardSecretary-$0--
Jon VanderPloegDirector-$0--
John EsseffDirector-$0--
Walter OxleyTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Holy Trinity Hermitage Inc
EIN
86-3467308
Phone
6122480644
Address
PO Box 397, Forest Lake, MN 55025

Signing Officer

Name
Brian Fischer
Title
Chairman
Phone
6512691772
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Deb Lofquist Accounting & Bookkeeping
Address
764 Ohio st, Saint Paul, MN 55107
Preparer
Deborah Lofquist
Phone
6512308436
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Chappel Supplies. Amount: 2,006. Description: Travel for Retreats. Amount: 2,156. Description: Retreat Supplies. Amount: 4,503. Description: Automobile Expense. Amount: 22,564. Description: Office Supplies. Amount: 361. Description: Hermitage Supplies. Amount: 246. Total to Form 990-EZ, line 16: 31,836.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: Loan from Officer. Beg. of Year Amount: 0. End of Year Amount: 30,183.”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Strategic Tax Solutions LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum06512308436
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0764 Ohio Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0St Paul
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055107
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/GrossReceiptsAmt095727
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063069
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063069
IRS990EZ/OccupancyRentUtltsAndMaintAmt0822
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Fischer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeff Huard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jon VanderPloeg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John Esseff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Walter Oxley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt031836
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Retreats to Roman Catholic Priests and other Christian Leaders
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Offer a retreat space of silence and solitude for Roman Catholic Priests and other Christian leaders to promote and develop their relationship with God.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To enable Rev Fischer as part of his ministry to offer a retreat space of silence and solitude for Roman Catholic Priests and other Christian leaders to promote and develop their relationship with God. To provide a physical place in the State of Minnesota or nearby lands for Rev Fischer to live out the call and mission to pray and intercede for the spiritual needs of the Archdiocese of Saint Paul and Minneapolis, the Roman CatholicChurch, and the World.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt030183
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032658
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt095727
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/ChurchInd0X
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Chappel Supplies. Amount: 2,006. Description: Travel for Retreats. Amount: 2,156. Description: Retreat Supplies. Amount: 4,503. Description: Automobile Expense. Amount: 22,564. Description: Office Supplies. Amount: 361. Description: Hermitage Supplies. Amount: 246. Total to Form 990-EZ, line 16: 31,836.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Loan from Officer. Beg. of Year Amount: 0. End of Year Amount: 30,183.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26 - Other Liabilities
ReasonableCauseExplanation/ExplanationTxt0The return is filed late as there was a change in bookkeepers and communication regarding status of the organization was delayed.
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Fischer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum06512691772
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Holy Trinity Hermitage Inc
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0863467308
ReturnHeader/Filer/PhoneNum06122480644
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 397
ReturnHeader/Filer/USAddress/CityNm0Forest Lake
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274805467
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Deb Lofquist Accounting & Bookkeeping
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0764 Ohio st
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Paul
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055107
ReturnHeader/PreparerPersonGrp/PhoneNum06512308436
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah Lofquist
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-14T01:13:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Fischer
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,252
Liabilities
$30,183
Net assets
$63,069
Revenue
$95,727
Expenses
$32,658
Net income
$63,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.22$0.12$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.15$0.08$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.04$1.13$1.14$0.07$1.07
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.03$0.06$0.10$0.03$0.06