Is Holy Trinity Endowment Tr Legit? —…

Spending Breakdown

How Holy Trinity Endowment Tr allocates its funds across programs, administration, and fundraising.

90%

Program Spending

Healthy — majority goes to mission

10%

Admin Costs

Reasonable — admin costs in check

Fundraising

Within typical range

How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.

How to Interpret This Report

What Red Flags Mean

Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.

What Mission Score Measures

The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.

Using This Data for Donation Decisions

Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.

Frequently Asked Questions about Holy Trinity Endowment Tr

Is Holy Trinity Endowment Tr a legitimate charity?

Based on AI analysis of IRS 990 filings, Holy Trinity Endowment Tr (EIN: 20458013) appears trustworthy. Mission Score: 85/100. 0 red flags identified, 4 strengths noted.

Is Holy Trinity Endowment Tr a good charity to donate to?

Holy Trinity Endowment Tr has a Mission Score of 85/100. Revenue: $362K. Assets: $1.5M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.

What is the EIN for Holy Trinity Endowment Tr?

The Employer Identification Number (EIN) for Holy Trinity Endowment Tr is 20458013. This is the unique tax ID assigned by the IRS.

What is a Mission Score?

The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.

How does Holy Trinity Endowment Tr spend its money?

Holy Trinity Endowment Tr allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.

How can I verify Holy Trinity Endowment Tr's tax-exempt status?

You can verify Holy Trinity Endowment Tr's tax-exempt status using EIN 20458013 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.

AI Transparency Report

Holy Trinity Endowment Tr appears to be a financially stable organization, primarily functioning as an endowment with consistent asset levels over the past decade, generally ranging between $950,000 and $1.2 million. The organization consistently reports zero liabilities, indicating a very strong balance sheet and no debt burden. Revenue and expenses fluctuate year-to-year, with some periods showing expenses exceeding revenue (e.g., 202305, 202005, 201905, 201805, 201605), which is not uncommon for endowments that may draw from principal or experience investment losses in certain years. However, the overall asset base has been maintained, suggesting prudent financial management.

Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, as the provided data only includes total expenses. Given its nature as an endowment, a significant portion of its 'expenses' might be related to investment management fees or distributions to beneficiaries, rather than direct program delivery in the traditional sense. The consistent reporting of 0% officer compensation across all filings indicates a volunteer-led or very lean operational structure, which is a positive sign for minimizing administrative overhead.

Transparency is good in terms of financial reporting, with 13 filings available. The consistent reporting of zero liabilities and zero officer compensation enhances trust. However, without a detailed functional expense breakdown (e.g., program vs. admin vs. fundraising), it's challenging to fully evaluate how efficiently funds are being allocated towards its mission beyond the high-level revenue and expense figures. The NTEE code B24I (Endowments & Foundations) suggests its primary function is asset management and grantmaking, which aligns with the financial patterns observed.

Is Holy Trinity Endowment Tr Legit?

Verdict: Holy Trinity Endowment Tr appears trustworthy

Strengths