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Trinity Catholic Academy Endowment Fund INC

Tax-deductible

Southbridge, MA501(c)(3)Religion EIN 04-3431537Revenue $43K in FY2024

On file with the IRS11 Pine St, 01550-1823 · Southbridge, MATax-exempt since Nov 1998Supporting organization — 509(a)(3)

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To support the needs of Trinity Catholic Academy.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $9K a year · 24% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
18 mo
of spending, in cash
Plus $403K in investments, Pt X · Ln 11–13
Looks good: 17.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 10 voting members
Looks good: 9 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$43K
+579% vs prior year
Spent
$26K
To programs
100%
Net assets
$441K
By yearFY2020–FY2024
Revenue
$43K
FY2024▲ +579%
Tap a bar for its year
Revenue by fiscal year
FY2020$25K
FY2021$77K
FY2022$32K
FY2023$6K
FY2024$43K
Expenses
$26K
FY2024▼ -43%
Tap a bar for its year
Expenses by fiscal year
FY2020$45K
FY2021$64K
FY2022$49K
FY2023$45K
FY2024$26K
Net assets
$441K
FY2024▲ +19%
Tap a bar for its year
Net assets by fiscal year
FY2020$494K
FY2021$501K
FY2022$388K
FY2023$371K
FY2024$441K

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $26K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
Robert B Clemence
President & Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Angela Symock
Principal & Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
James Keyes
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Trinity Catholic Academy Endowment Fund INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports the needs of Trinity Catholic Academy students and programs.

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Provided by the organization

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1 program · $26K · in their own filed words · FY2024
01

Educational

To support the needs of trinity catholic academy.

$26Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $229K · 2020–2024
Trinity Catholic AcademyFY2024$25,640
Trinity Catholic AcademyFY2023$44,871
Trinity Catholic AcademyFY2022$48,717
Trinity Catholic AcademyFY2021$64,036
Trinity Catholic AcademyFY2020$45,453

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$43K
Ln 12
Investment incomeLn 3$27K
Gifts and grantsLn 1h$16K
Money outPt IX
$26K
Ln 25
Programscol B$26K
Owns and owesPt X
$441K
net assets · Ln 32
Cash and savingsLn 1–2$38K
Total assetsLn 16$441K
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$16K
Investment incomeLn 3$27K
Gains on assetsLn 7$1K
Total revenueLn 12$43K
Assets in detailPt X, end of year
SavingsLn 2$38K
Cash and savings togetherLn 1–2$38K
InvestmentsLn 11–13$403K
Total assetsLn 16$441K
LiabilitiesLn 26$0
Net assetsLn 32$441K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$28K$38K
InvestmentsLn 11–13$343K$403K
Total assetsLn 16$371K$441K
LiabilitiesLn 26$0$0
Net assetsLn 32$371K$441K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$26K$26K
Total functional expensesLn 25$26K$26K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $43K$26K$18K$441K 990 PDF
FY2023 $6K$45K−$38K$371K 990 PDF
FY2022 $32K$49K−$16K$388K 990 PDF
FY2021 $77K$64K$13K$501K 990 PDF
FY2020 $25K$45K−$21K$494K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $43,331 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $920$16,100
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $5,466$27,231
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $6,386$43,331
I-13 Grants and similar amounts paidPrior year $44,871$25,640
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $0$0
I-18 Total expensesPrior year $44,871$25,640
I-19 Revenue less expensesPrior year −$38,485$17,691
Part VI · Governance 9 of 10 board members independent, 4 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members9
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $43,331 across 5 lines filed
VIII-1f All other contributions, gifts and grants$16,100
VIII-1h Total contributions, gifts and grants$16,100
VIII-3 Investment incomeExcluded from tax $26,007$26,007
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,224$1,224
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $27,231$43,331
Part IX · Statement of functional expenses $25,640 across 1 line filed
IX-1 Grants to domestic organizationsPrograms $25,640$25,640
IX-25 Total functional expensesPrograms $25,640 · Management $0 · Fundraising $0$25,640
Part X · Balance sheet $440,995 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $27,689$37,695
X-11 Publicly traded securitiesStart of year $343,204$403,300
X-16 Total assetsStart of year $370,893$440,995
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $370,893$440,995
X-33 Total liabilities and net assetsStart of year $370,893$440,995
Part XI · Reconciliation of net assets $440,995 net assets at year end
XI-1 Total revenue$43,331
XI-2 Total expenses$25,640
XI-3 Revenue less expenses$17,691
XI-4 Net assets at start of year$370,893
XI-5 Net unrealized gains (losses) on investments$52,411
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$440,995

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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