HISTORIC TRINITY ENDOWMENT TRUST

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

REV D LEE ANDZREJEWSKI

Phone

3135673100

Tax Period

2022-01-01 to 2022-12-31

HISTORIC TRINITY ENDOWMENT TRUST, founded in 1985, is a micro nonprofit that reported $76K in total revenue in fiscal year 2022. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $715K exceeded revenue, resulting in a 840% operating deficit.

Mission

TO DISTRIBUTE NET INCOME AS REQUESTED TO THE TRINITY LUTHERAN CHURCH FOR THE PURPOSE FOR WHICH THIS FUND WAS ESTABLISHED.

Program Service Accomplishments

Program 1

Expenses: $711,953

TO DISTRIBUTE NET INCOME AS REQUESTED TO THE TRINITY LUTHERAN CHURCH FOR THE SUPPORT AND ADDITIONAL NEEDS AS STATED IN THE GOVERNING DOCUMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $76,058

Other Revenue $0

TOTAL REVENUE $76,058

Expense Breakdown

Grants Paid $711,953

Salaries & Benefits $3,001

Fundraising Expenses $0

Program Expenses $711,953

Other Expenses $0

TOTAL EXPENSES $714,954

Year-over-Year Comparison

	2022	2021	Change
Revenue	$76,058	$44,955	+0.7%
Expenses	$714,954	$6,024	+117.7%
Net Income	$-638,896	$38,931	-17.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV D LEE ANDZREJEWSKI	BOARD MEMBER	N/A	Director	$0	$0	$0
GERALD BARKER	TREASURER	N/A	Director	$0	$0	$0
MICHAEL BELLOVICH	ENDOW. COMM.	N/A	Director	$0	$0	$0
ROBERT BENDER	ENDOW. COMM.	N/A	Director	$0	$0	$0
RICHARD CAROLAN	ENDOW. COMM.	N/A	Director	$0	$0	$0
DOUGLAS DOSSIN	ENDOW. COMM.	N/A	Director	$0	$0	$0
DAVID EBERHARD	ENDOW. COMM.	N/A	Director	$0	$0	$0
MARK VAN FAUSSIEN	ENDOW. COMM.	N/A	Director	$0	$0	$0
PETER GROEZINGER	ENDOW. COMM.	N/A	Director	$0	$0	$0
NANCY IVERS	ENDOW. COMM.	N/A	Director	$0	$0	$0
CHRISTOPHER KARLE	PRESIDENT	N/A	Director	$0	$0	$0
DALLAS KITCHEN	ENDOW. COMM.	N/A	Director	$0	$0	$0
SUZANNE KROMATH	SECRETARY	N/A	Director	$0	$0	$0
GARY MAROWSKE	ENDOW. COMM.	N/A	Director	$0	$0	$0
DAVID MASS	VICE PRESIDE	N/A	Director	$0	$0	$0
STEVE NEDWICKI	ENDOW. COMM.	N/A	Director	$0	$0	$0
MICHAEL PAGE	ENDOW. COMM.	N/A	Director	$0	$0	$0
RONALD PHILLIPS	ENDOW. COMM.	N/A	Director	$0	$0	$0
JERRIS ROSENTHAL	ENDOW. COMM.	N/A	Director	$0	$0	$0
TIMOTHY SCHLEY	ENDOW. COMM.	N/A	Director	$0	$0	$0
RONALD STEINKE	ENDOW. COMM.	N/A	Director	$0	$0	$0
JEROME TAMM	ENDOW. COMM.	N/A	Director	$0	$0	$0
WILLIAM VOLLMERT	ENDOW. COMM.	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2022	$76,058	$714,954	No data	$-638,896
2021	$44,955	$6,024	$638,896	$38,931
2020	$34,737	$5,225	$599,965	$29,512
2019	$47,010	$105,919	$570,728	$-58,909
2018	$27,638	$5,848	$628,229	$21,790