CHRIST CHURCH ENDOWMENT TRUST

EIN: 390824006 501(c)(3)

MILWAUKEE, WI

Total Revenue
$120,804
Total Expenses
$94,827
Total Assets
$755,577
Net Assets
$755,577
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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
1982
Legal Domicile
WI
Principal Officer
US BANK NA
Phone
4147656635
Tax Period
2024-01-01 to 2024-12-31

CHRIST CHURCH ENDOWMENT TRUST, founded in 1982, is a small nonprofit that reported $121K in total revenue in fiscal year 2024. Revenue surged 218% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 22% operating margin.

Mission

Funding Support for Religious Activity at Christ Episcopal Church Whitefish Bay, Wisconsin

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $88,695
Program Service Revenue $0
Investment Income $32,081
Other Revenue $28
TOTAL REVENUE $120,804

Expense Breakdown

Grants Paid $60,710
Salaries & Benefits $11,088
Fundraising Expenses $0
Program Expenses $94,827
Other Expenses $23,029
TOTAL EXPENSES $94,827

Year-over-Year Comparison

2024 2023 Change
Revenue $120,804 $38,017 +2.2%
Expenses $94,827 $42,515 +1.2%
Net Income $25,977 $-4,498 -6.8%
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

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Governance

Voting Members
14
Independent Members
1
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
1
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Michael Fischer Chairmen of Endowment Board N/A
Officer Director
$0 $0 $0
Amy Junker Member of Endowment Board N/A
Director
$0 $0 $0
William Morse Member of Endowment Board N/A
Director
$0 $0 $0
Dennis Davis Member of Endowment Board N/A
Director
$0 $0 $0
David Roach Member of Endowment Board N/A
Director
$0 $0 $0
William Foote Member of Endowment Board N/A
Director
$0 $0 $0
Michael McCabe Member of Endowment Board N/A
Director
$0 $0 $0
SUSAN E LOVERN Member of Endowment Board N/A
Director
$0 $0 $0
NICHOLAS WILLEMS Member of Endowment Board N/A
Director
$0 $0 $0
PETER TOMASI Member of Endowment Board N/A
Director
$0 $0 $0
Penny Cruse Member of Endowment Board N/A
Director
$0 $0 $0
Jay Mueller Member of Endowment Board N/A
Director
$0 $0 $0
Sybil Bell Member of Endowment Board N/A
Director
$0 $0 $0
N/A Trustee 1.0
$11,088 $0 $11,088
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
2025 No data No data No data No data
2024 $120,804 $94,827 $755,577 $25,977
2023 $38,017 $42,515 $729,601 $-4,498
2022 $69,483 $54,293 $734,105 $15,190
2021 $143,316 $52,341 $718,924 $90,975
2020 $22,828 $60,094 $627,950 $-37,266
2019 $36,601 $50,654 $665,230 $-14,053
2018 $41,677 $49,771 $679,500 $-8,094
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