Holy Trinity Endowment Tr
Holy Trinity Endowment Tr maintains stable assets with zero liabilities and no officer compensation.
EIN: 20458013 · Concord, NH · NTEE: B24I · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $362K |
| Total Expenses | $115K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $1.4 |
| Net Assets | $1.1M |
| Transparency Score | 85/100 |
Is Holy Trinity Endowment Tr Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Holy Trinity Endowment Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Holy Trinity Endowment Tr
Holy Trinity Endowment Tr (EIN: 20458013) is a nonprofit organization based in Concord, NH, classified under NTEE code B24I. The organization reported total revenue of $362K and total assets of $1.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Holy Trinity Endowment Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Holy Trinity Endowment Tr is a small nonprofit that has been operating for 33 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 5.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $113K |
| Total Expenses | $115K |
| Surplus / Deficit | $-2,057 |
| Total Assets | $1.1M |
| Net Assets | $1.1M |
| Operating Margin | -1.8% |
| Months of Reserves | 110.4 months |
Financial Health Grade: B
In 2023, Holy Trinity Endowment Tr reported a deficit of $2K with expenses exceeding revenue, holds 110.4 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Holy Trinity Endowment Tr's revenue has grown at a compound annual growth rate (CAGR) of 5.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -1.5% | +33.9% | -4.4% |
| 2022 | -2.5% | -15.5% | -8.0% |
| 2021 | +73.5% | -11.5% | +18.2% |
| 2020 | -14.1% | -10.1% | -0.9% |
| 2019 | -13.7% | -12.7% | -8.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1993 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Holy Trinity Endowment Tr with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Holy Trinity Endowment Tr allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $2K, with expenses exceeding revenue.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the organization is likely volunteer-led or has no paid officers, which is highly efficient for an organization of its size with assets around $1.4 million.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Holy Trinity Endowment Tr:
- Consistent reporting of zero liabilities, indicating strong financial health and no debt.
- 0% officer compensation across all filings, demonstrating highly efficient administrative overhead.
- Stable asset base over a decade, suggesting prudent long-term financial management.
- High transparency with 13 years of IRS 990 filings available.
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 legitimate. Mission Score: 85/100. 0 red flags identified, 4 strengths noted.
How does Holy Trinity Endowment Tr spend its money?
Holy Trinity Endowment Tr directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Holy Trinity Endowment Tr tax-deductible?
Holy Trinity Endowment Tr is registered as a tax-exempt nonprofit (EIN: 20458013). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Holy Trinity Endowment Tr CEO make?
Holy Trinity Endowment Tr's highest-compensated officer earns $1.4 annually. The organization reported $362K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Holy Trinity Endowment Tr compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Holy Trinity Endowment Tr is above average for NTEE category B24I nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Holy Trinity Endowment Tr located?
Holy Trinity Endowment Tr is headquartered in Concord, New Hampshire and files with the IRS under EIN 20458013. It is classified under NTEE code B24I.
How many years of IRS 990 filings does Holy Trinity Endowment Tr have?
Holy Trinity Endowment Tr has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $362K in total revenue.
What are the specific purposes for which the endowment's funds are used or distributed?
The provided IRS 990 data does not detail the specific beneficiaries or programs supported by Holy Trinity Endowment Tr. As an endowment, its primary purpose is typically to manage assets and provide financial support to a related entity or for specific charitable causes, but the exact nature of these distributions is not specified in the summary data.
How does Holy Trinity Endowment Tr generate its revenue?
While specific revenue sources are not itemized in the provided data, endowments typically generate revenue through investment income (e.g., interest, dividends, capital gains) and potentially through donations or contributions to the endowment principal. The fluctuations in revenue suggest a reliance on market performance and/or varying donation levels.
What is the organization's strategy for managing periods where expenses exceed revenue?
In several periods (e.g., 202305, 202005, 201905, 201805, 201605), expenses exceeded revenue. For an endowment, this could indicate drawing from the principal, experiencing investment losses, or making larger distributions than the annual income generated. The consistent asset base suggests a long-term strategy to maintain the endowment's value despite short-term fluctuations.
Filing History
IRS 990 filing history for Holy Trinity Endowment Tr showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Holy Trinity Endowment Tr's revenue has grown by 93.2%, moving from $58K to $113K. Total assets increased by 9.4% over the same period, from $967K to $1.1M. Total functional expenses rose by 97.9%, from $58K to $115K. In its most recent filing year (2023), Holy Trinity Endowment Tr reported a deficit of $2K, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $113K | $115K | $1.1M | $0 | — | View 990 |
| 2022 | $115K | $86K | $1.1M | $0 | — | View 990 |
| 2021 | $117K | $102K | $1.2M | $0 | — | View 990 |
| 2020 | $68K | $115K | $1.0M | $0 | — | View 990 |
| 2019 | $79K | $128K | $1.0M | $0 | — | View 990 |
| 2018 | $91K | $146K | $1.1M | $0 | — | View 990 |
| 2017 | $176K | $143K | $1.2M | $0 | — | View 990 |
| 2016 | $86K | $183K | $1.1M | $0 | — | View 990 |
| 2015 | $184K | $135K | $1.2M | $0 | — | View 990 |
| 2014 | $273K | $177K | $959K | $0 | — | View 990 |
| 2013 | $83K | $128K | $862K | $0 | — | View 990 |
| 2012 | $77K | $137K | $907K | $0 | — | View 990 |
| 2011 | $58K | $58K | $967K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $113K, expenses of $115K, and assets of $1.1M (revenue -1.5% year-over-year).
- 2022: Revenue of $115K, expenses of $86K, and assets of $1.1M (revenue -2.5% year-over-year).
- 2021: Revenue of $117K, expenses of $102K, and assets of $1.2M (revenue +73.5% year-over-year).
- 2020: Revenue of $68K, expenses of $115K, and assets of $1.0M (revenue -14.1% year-over-year).
- 2019: Revenue of $79K, expenses of $128K, and assets of $1.0M (revenue -13.7% year-over-year).
- 2018: Revenue of $91K, expenses of $146K, and assets of $1.1M (revenue -48.0% year-over-year).
- 2017: Revenue of $176K, expenses of $143K, and assets of $1.2M (revenue +105.3% year-over-year).
- 2016: Revenue of $86K, expenses of $183K, and assets of $1.1M (revenue -53.5% year-over-year).
- 2015: Revenue of $184K, expenses of $135K, and assets of $1.2M (revenue -32.7% year-over-year).
- 2014: Revenue of $273K, expenses of $177K, and assets of $959K (revenue +228.9% year-over-year).
- 2013: Revenue of $83K, expenses of $128K, and assets of $862K (revenue +7.7% year-over-year).
- 2012: Revenue of $77K, expenses of $137K, and assets of $907K (revenue +32.0% year-over-year).
- 2011: Revenue of $58K, expenses of $58K, and assets of $967K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Holy Trinity Endowment Tr:
Data Sources and Methodology
This transparency report for Holy Trinity Endowment Tr is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.