Civic Intelligence

Holy Trinity Episcopal

EIN 90-0718267 • 501(c)3 • Melbourne, FL

Profile

To enhance and supplement the ministries of holy trinity episcopal church, melbourne, florida.

1830 S Babcock StreetMelbourne, FL 32901

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

9.9%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

91%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$11,243,914

Up $1,008,345 (+9.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,243,914

Up $1,008,345 (+9.9%) from 2023

Operations
Liabilities / Revenue6th percentileNet Margin87th percentile

Revenue

Up

$1,058,715

Up $503,525 (+91%) from 2023

Expenses

Up

$601,626

Up $59,870 (+11%) from 2023

Net Income

Up

$457,089

Up $443,655 (+3302%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $826,073Liabilities 2011: $0Net Assets 2011: $826,0732011Assets 2012: $2,506,634Liabilities 2012: $0Net Assets 2012: $2,506,6342012Assets 2013: $3,500,499Liabilities 2013: $0Net Assets 2013: $3,500,4992013Assets 2014: $3,831,895Liabilities 2014: $0Net Assets 2014: $3,831,8952014Assets 2015: $7,027,126Liabilities 2015: $0Net Assets 2015: $7,027,1262015Assets 2016: $7,571,908Liabilities 2016: $0Net Assets 2016: $7,571,9082016Assets 2017: $8,089,914Liabilities 2017: $0Net Assets 2017: $8,089,9142017Assets 2018: $7,282,237Liabilities 2018: $0Net Assets 2018: $7,282,2372018Assets 2019: $8,434,850Liabilities 2019: $0Net Assets 2019: $8,434,8502019Assets 2020: $9,012,211Liabilities 2020: $0Net Assets 2020: $9,012,2112020Assets 2021: $10,610,003Liabilities 2021: $0Net Assets 2021: $10,610,0032021Assets 2022: $9,755,606Liabilities 2022: $0Net Assets 2022: $9,755,6062022Assets 2023: $10,235,569Liabilities 2023: $0Net Assets 2023: $10,235,5692023Assets 2024: $11,243,914Liabilities 2024: $0Net Assets 2024: $11,243,9142024

Highlighted filing

2024

Assets$11,243,914
Liabilities$0
Net Assets$11,243,914
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $5,6162011Expenses 2012: $42,9832012Revenue 2013: $886,105Expenses 2013: $63,384Net Income 2013: $822,7212013Revenue 2014: $397,055Expenses 2014: $62,313Net Income 2014: $334,7422014Revenue 2015: $3,758,014Expenses 2015: $273,789Net Income 2015: $3,484,2252015Revenue 2016: $796,052Expenses 2016: $372,890Net Income 2016: $423,1622016Revenue 2017: $573,237Expenses 2017: $391,714Net Income 2017: $181,5232017Revenue 2018: $672,243Expenses 2018: $677,081Net Income 2018: -$4,8382018Revenue 2019: $788,114Expenses 2019: $408,768Net Income 2019: $379,3462019Revenue 2020: $793,389Expenses 2020: $597,305Net Income 2020: $196,0842020Revenue 2021: $1,884,851Expenses 2021: $581,706Net Income 2021: $1,303,1452021Revenue 2022: $1,100,750Expenses 2022: $567,342Net Income 2022: $533,4082022Revenue 2023: $555,190Expenses 2023: $541,756Net Income 2023: $13,4342023Revenue 2024: $1,058,715Expenses 2024: $601,626Net Income 2024: $457,0892024

Highlighted filing

2024

Revenue$1,058,715
Expenses$601,626
Net Income$457,089
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$11,243,914
Liabilities
$0
Net assets
$11,243,914
Revenue
$1,058,715
Expenses
$601,626
Net income
$457,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.00$11.2$1.06$0.60$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$0.56$0.54$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.76$0.00$9.76$1.10$0.57$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.00$10.6$1.88$0.58$1.30
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.01$0.00$9.01$0.79$0.60$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.43$0.00$8.43$0.79$0.41$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.28$0.00$7.28$0.67$0.68$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.09$0.00$8.09$0.57$0.39$0.18
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.57$0.00$7.57$0.80$0.37$0.42
2015Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$3.76$0.27$3.48
2014Summary only. Only limited summary data is available for this year.$3.83$0.00$3.83$0.40$0.06$0.33
2013Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.89$0.06$0.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 31, 2023
Return Version
2022v5.0
Gross Receipts
$4,189,539
Mission and Program Overview

Mission

To enhance and supplement the ministries of holy trinity episcopal church, melbourne, florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,467,541$8,596,963▼ $870,578
Cash and Non-Interest-Bearing Accounts$509,558$671,349▲ $161,791
Other Notes and Loans Receivable, Net$632,904$487,294▼ $145,610
Total Assets$10,610,003$9,755,606▼ $854,397
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,610,003$9,755,606▼ $854,397
Total Net Assets Fund Balance$10,610,003$9,755,606▼ $854,397
Total Liabilities and Net Assets / Fund Balance$10,610,003$9,755,606▼ $854,397
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dr Jay OlssonPresident
Anneke BertschBoard Member
Lorraine MckenzieBoard Member
Rebecca CrewsBoard Member
Samuel T NunezBoard Member
William PetersBoard Member
Faye BottomleySecretary
Frank DawsonTreasurer
Dr Sharon F JonesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$736,889
Program Service Revenue
$0
Investment Income
$362,916
Other Revenue
$945
All Other Contributions
$736,889
Change in Net Assets
$533,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$468,410
Other Expenses$98,932
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$468,410--$468,410
Fees for Service Investment Mgmnt Fees$88,946--$88,946
Other Expenses$4,722--$4,722
Fees for Services Accounting-$3,000-$3,000
Insurance$2,264--$2,264
Total Functional Expenses$564,342$3,000$0$567,342
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Church - GrantsMelbourne, FL501c1Supp. Church Mission$468,410
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 7B

“Governance decisions are reserved to members of the church with respect to the governing body.”

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

“A draft copy of the return is provided to the board for review and approval prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 15A

“NO OFFICER COMPENSATION”

Form 990, Page 6, Part VI, Line 15B

“NO OFFICER COMPENSATION”

Form 990, Page 6, Part VI, Line 19

“Documents made available upon request.”

Filing and Contact Details

Filer

Filer Name
Holy Trinity Episcopal
EIN
90-0718267
Phone
3217235272
Address
1830 S BABCOCK STREET, MELBOURNE, FL 32901
Doing Business As
Formerly Trinity Towers Foundation

Signing Officer

Name
Dr Jay Olsson
Title
President
Phone
3217237512
Signed
2023-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Jay Olsson
Formed
2003
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Berman Hopkins Wright Laham Cpas & Assoc
Address
8035 SPYGLASS HILL RD, MELBOURNE, FL 32940-7984
Preparer
Grant D Kartagener CPA
Phone
3217572020
Raw XML Appendix398 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ENHANCE AND SUPPLEMENT THE MINISTRIES OF HOLY TRINITY EPISCOPAL CHURCH, MELBOURNE, FLORIDA.
IRS990/AllOtherContributionsAmt0736889
IRS990/BooksInCareOfDetail/PersonNm0ALAN F SMITH
IRS990/BooksInCareOfDetail/PhoneNum03217235272
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01830 S BABCOCK STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MELBOURNE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032901
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0509558
IRS990/CashNonInterestBearingGrp/EOYAmt0671349
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0736889
IRS990/CYGrantsAndSimilarPaidAmt0468410
IRS990/CYInvestmentIncomeAmt0362916
IRS990/CYOtherExpensesAmt098932
IRS990/CYOtherRevenueAmt0945
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0533408
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0567342
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01100750
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO OPERATE IN CONNECTION WITH HOLY TRINITY EPISCOPAL CHURCH, MELBOURNE, FLORIDA TO ADDRESS THE PASTORAL CARE NEEDS, HEALTH AND COMMUNITY WELL-BEING OF THE PARISHIONERS OF HOLY TRINITY EPISCOPAL CHURCH. TO RECEIVE ANY REAL PROPERTY, TANGIBLE OR INTANGIBLE PERSONAL PROPERTY, INCLUDING MONEY BY GIFT, GRANT, DEVISE OR BEQUEST FROM ANY INDIVIDUAL, FOUNDATION OR CORPORATION OR OTHER ENTITY, EITHER PUBLIC OR PRIVATE OR GOVERNMENT INSTRUMENTALITY FOR THE PURPOSES SET FORTH ABOVE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0FORMERLY TRINITY TOWERS FOUNDATION
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0564342
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03000
IRS990/FeesForServicesAccountingGrp/TotalAmt03000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt088946
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt088946
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
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/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0DR SHARON F JONES
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm2REBECCA CREWS
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNEKE BERTSCH
IRS990/Form990PartVIISectionAGrp/PersonNm4FAYE BOTTOMLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5DR JAY OLSSON
IRS990/Form990PartVIISectionAGrp/PersonNm6FRANK DAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm7LORRAINE MCKENZIE
IRS990/Form990PartVIISectionAGrp/PersonNm8SAMUEL T NUNEZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt01544
IRS990/GainOrLossGrp/SecuritiesAmt0139477
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0468410
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0468410
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0468410
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01544
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03228266
IRS990/GrossReceiptsAmt04189539
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02264
IRS990/InsuranceGrp/TotalAmt02264
IRS990/InvestmentIncomeGrp/ExclusionAmt0221895
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0221895
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09467541
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08596963
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03088789
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ENHANCE AND SUPPLEMENT THE MINISTRIES OF HOLY TRINITY EPISCOPAL CHURCH, MELBOURNE, FLORIDA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010610003
IRS990/NetAssetsOrFundBalancesEOYAmt09755606
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0141021
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0141021
IRS990/NetUnrlzdGainsLossesInvstAmt0-1387805
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010610003
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09755606
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt04722
IRS990/OtherExpensesGrp/TotalAmt04722
IRS990/OtherRevenueMiscGrp/Desc0PARTNERSHIP INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0945
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0945
IRS990/OtherRevenueTotalAmt0945
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0632904
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0487294
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DR JAY OLSSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0972607
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0484373
IRS990/PYInvestmentIncomeAmt0911567
IRS990/PYOtherExpensesAmt097333
IRS990/PYOtherRevenueAmt0677
IRS990/PYRevenuesLessExpensesAmt01303145
IRS990/PYTotalExpensesAmt0581706
IRS990/PYTotalRevenueAmt01884851
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0533408
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0736889
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0true
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTING ORGANIZATION DETERMINED THAT THE SUPPORTED ORGANIZATION (HOLY TRINITY EPISCOPAL CHURCH, EIN 59-1211306) IS DESCRIBED IN 509(A)(2) AS A PUBLIC CHARITY AND NORMALLY DOES NOT RECEIVE MORE THAN ONE-THIRD OF ITS SUPPORT FROM GROSS INVESTMENT INCOME AND CERTAIN AMOUNTS OF UNRELATED BUSINESS TAXABLE INCOME. THE SUPPORTED ORGANIZATION DOES NOT REQUIRE AN IRS DETERMINATION OF STATUS SINCE IT IS A CHURCH.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 2
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0591211306
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0468410
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0468410
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/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0468410
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C1
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPP. CHURCH MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLY TRINITY CHURCH - GRANTS
IRS990ScheduleI/RecipientTable/RecipientEIN0591211306
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt050 W STRAWBRIDGE AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MELBOURNE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd032901
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOVERNANCE DECISIONS ARE RESERVED TO MEMBERS OF THE CHURCH WITH RESPECT TO THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF THE RETURN IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OFFICER COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OFFICER COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0591211306
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt050 W STRAWBRIDGE AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MELBOURNE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032901
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0468410
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010610003
IRS990/TotalAssetsEOYAmt09755606
IRS990/TotalAssetsGrp/BOYAmt010610003
IRS990/TotalAssetsGrp/EOYAmt09755606
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0736889
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0564342
IRS990/TotalFunctionalExpensesGrp/TotalAmt0567342
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010610003
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09755606
IRS990/TotalProgramServiceExpensesAmt0564342
IRS990/TotalRevenueGrp/ExclusionAmt0363861
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01100750
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010610003
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09755606
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01830 S BABCOCK STREET
IRS990/USAddress/CityNm0MELBOURNE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032901
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR JAY OLSSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03217237512
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHURCH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0900718267
ReturnHeader/Filer/PhoneNum03217235272
ReturnHeader/Filer/USAddress/AddressLine1Txt01830 S BABCOCK STREET
ReturnHeader/Filer/USAddress/CityNm0MELBOURNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591152714
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERMAN HOPKINS WRIGHT LAHAM CPAS & ASSOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08035 SPYGLASS HILL RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELBOURNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329407984
ReturnHeader/PreparerPersonGrp/PhoneNum03217572020
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRANT D KARTAGENER CPA
ReturnHeader/ReturnTs02023-08-28T16:12:48-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLSSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.