Civic Intelligence

Holy Trinity Episcopal Church Foundation Inc.

990 • Fiscal year 2023 • EIN 90-0718267

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 28, 2024

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

5th percentile

0.00x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

46th percentile

2.4%

Higher net margin than 46% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

46th percentile

4.9%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,235,569

Up $479,963 (+4.9%) from 2022

Net Assets

Up

$10,235,569

Up $479,963 (+4.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin46th percentile

Revenue

Down

$555,190

Down $545,560 (-50%) from 2022

Expenses

Down

$541,756

Down $25,586 (-4.5%) from 2022

Net Income

Down

$13,434

Down $519,974 (-97%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2023

Assets$10,235,569
Liabilities$0
Net Assets$10,235,569
Open 2023 Filing

Operations Trend

Revenue Growth6th 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

2023

Revenue$555,190
Expenses$541,756
Net Income$13,434
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 28, 2024
Return Version
2023v5.0
Gross Receipts
$3,950,422
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$8,596,963$9,589,423▲ $992,460
Cash and Non-Interest-Bearing Accounts$671,349$646,146▼ $25,203
Other Notes and Loans Receivable, Net$487,294--
Total Assets$9,755,606$10,235,569▲ $479,963
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,755,606$10,235,569▲ $479,963
Total Net Assets Fund Balance$9,755,606$10,235,569▲ $479,963
Total Liabilities and Net Assets / Fund Balance$9,755,606$10,235,569▲ $479,963
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Dr Jay OlssonPresident
Anna BourneBoard Member
Lorraine MckenzieBoard Member
Rebecca CrewsBoard Member
Rev Tom PhillipsBoard 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
$336,948
Program Service Revenue
$0
Investment Income
$217,802
Other Revenue
$440
All Other Contributions
$336,948
Change in Net Assets
$13,434
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$438,061
Other Expenses$103,695
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$438,061--$438,061
Fees for Service Investment Mgmnt Fees$92,320--$92,320
Other Expenses$5,814--$5,814
Fees for Services Accounting-$3,300-$3,300
Insurance$2,261--$2,261
Total Functional Expenses$538,456$3,300$0$541,756
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Church - GrantsMelbourne, FL501c1Supp. Church Mission$438,061
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
2024-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Jay Olsson
Formed
2003
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Berman Hopkins Wright Laham Cpas & Assoc
Address
8035 SPYGLASS HILL RD, MELBOURNE, FL 32940-7984
Preparer
Abbey K Redden CPA
Phone
3217572020
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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 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.
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IRS990ScheduleI/RecipientTable/CashGrantAmt0438061
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
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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
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IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR JAY OLSSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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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
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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/PreparationDt02024-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABBEY K REDDEN CPA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,235,569
Liabilities
$0
Net assets
$10,235,569
Revenue
$555,190
Expenses
$541,756
Net income
$13,434
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
2023Detailed filing. Detailed filing data is available for this year.$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