Civic Intelligence

Holy Trinity Episcopal Church Foundation Inc.

990 • Fiscal year 2016 • EIN 90-0718267

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
1830 S Babcock StreetMelbourne, FL 32901

(321) 723-5272

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

69th percentile

7.8%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$7,571,908

Up $544,782 (+7.8%) from 2015

Net Assets

Up

$7,571,908

Up $544,782 (+7.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin93rd percentile

Revenue

Down

$796,052

Down $2,961,962 (-79%) from 2015

Expenses

Up

$372,890

Up $99,101 (+36%) from 2015

Net Income

Down

$423,162

Down $3,061,063 (-88%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$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

2016

Assets$7,571,908
Liabilities$0
Net Assets$7,571,908
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$796,052
Expenses$372,890
Net Income$423,162
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$3,555,092
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$6,113,960$6,326,657▲ $212,697
Cash and Non-Interest-Bearing Accounts$913,166$1,245,251▲ $332,085
Total Assets$7,027,126$7,571,908▲ $544,782
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$7,027,126$7,571,908▲ $544,782
Total Net Assets Fund Balance$7,027,126$7,571,908▲ $544,782
Total Liabilities and Net Assets / Fund Balance$7,027,126$7,571,908▲ $544,782
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Ron MeehanPresident
Alan F SmithBoard Member
Anneke BertschBoard Member
Bob MerrillBoard Member
Dr Jay OlssonBoard Member
Jack RyalsBoard Member
Stephen J LaceyBoard Member
William ThornburgSecretary
Thomas StallardTreasurer
Fr Stephen EasterdayVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$463,326
Program Service Revenue
$0
Investment Income
$329,754
Other Revenue
$2,972
All Other Contributions
$463,326
Change in Net Assets
$423,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$294,464
Other Expenses$78,426
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$294,464--$294,464
Fees for Service Investment Mgmnt Fees$63,600--$63,600
Fees for Services Accounting-$7,200-$7,200
Insurance$2,300--$2,300
Fees for Services Legal-$1,733-$1,733
Other Expenses$62--$62
Total Functional Expenses$363,957$8,933$0$372,890
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Episcopal ChurchMelbourne, FL501c1Supp. Church Mission$294,464
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 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
Thomas Stallard
Title
Treasurer
Phone
3217237512
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Meehan
Formed
2003
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Berman Hopkins Wright Laham Cpas & Assoc
Address
8035 SPYGLASS HILL RD, MELBOURNE, FL 32940
Preparer
Brian Nemeroff
Phone
3217572020
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0294464
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/CashGrantAmt0294464
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C1
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPP. CHURCH MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
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/InvolvedAmt0294464
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07027126
IRS990/TotalAssetsEOYAmt07571908
IRS990/TotalAssetsGrp/BOYAmt07027126
IRS990/TotalAssetsGrp/EOYAmt07571908
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0463326
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08933
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0363957
IRS990/TotalFunctionalExpensesGrp/TotalAmt0372890
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07027126
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07571908
IRS990/TotalProgramServiceExpensesAmt0363957
IRS990/TotalRevenueGrp/ExclusionAmt0332726
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0796052
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07027126
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07571908
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt07027126
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07571908
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01830 S BABCOCK STREET
IRS990/USAddress/CityNm0MELBOURNE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032901
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS STALLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03217237512
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E64892ED25B3FBCC0DC3FDFC1B03EAC196FF9620
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CAC86B4239F5304BCB14C917C0DEF65AAC782849
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/ZIPCd032940
ReturnHeader/PreparerPersonGrp/PhoneNum03217572020
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN NEMEROFF
ReturnHeader/ReturnTs02017-11-15T15:49:20-05:00

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
$7,571,908
Liabilities
$0
Net assets
$7,571,908
Revenue
$796,052
Expenses
$372,890
Net income
$423,162
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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits