The Endowment Trust of the 1st Con- Gregational Church of Appleton Wi
Public records show a registered, tax-exempt organization in good standing.
What it says it does
PROVIDE FINANCIAL SUPPORT TO ENABLE THE FIRST CONGREGATIONAL CHURCH TO MEET ITS OPERATIONAL AND RELIGOUS ACTIVITIES IN THE COMMUNITY.
- Income
- $253,965
- Spending
- $254,944
- Spent on programs
- 78%
- Reserves
- Over 10 years of spending
- Largest source of income
- investment income, 100%
- Employees
- 0
- Volunteers
- 0
- Highest pay
- $15,504, institutional trustee
Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 83 out of 100. Higher than 63% of charities in its peer group (religion, $250k to $1m).
Reserves
35 of 35Spendable reserves would cover more than ten years of spending.
Debt
20 of 20It owes 0% of what it owns.
Living within its means
8 of 15Spending exceeded income by 0% of income.
Income trend
5 of 15Income fell 18% on the year before.
Spending floor
15 of 1578% of spending went to programs.
Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Weak: 46 out of 100. Higher than 25% of charities in its peer group (religion, $250k to $1m).
Independent board
25 of 258 of 8 voting board members are independent.
Conflict of interest policy
0 of 15Reports no written conflict of interest policy.
Whistleblower policy
0 of 8Reports no written whistleblower policy.
Record keeping policy
0 of 7Reports no written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
0 of 10Did not give the board a copy of this return before filing it.
Pay set independently
0 of 5Reports no independent review process for its chief executive's pay.
Independent check of accounts
6 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- $52,540 spent. APPLIED TOWARDS COMPENSATION OF CHURCH OFFICERS AND COSTS OF SENIOR PASTOR SEARCH/INTERVIEWS AND MISCELLANEOUS ADMINISTRATION FUNCTIONS
- $89,596 spent. USED TO COVER EXPENSES OF ASSORTED MISSION TRIPS FOR BACK BAY MISSION, HS MISSION, KENYA PARTNERSHIP TRIP AND TO ASSIST LOCAL PRGRAMS TO IMPROVE FAMILY NEEDS THROUGH HABITAT FOR HUMANITY, LEAVEN, PILLARS, EMPTY TO FULL PROGRAM
- $57,139 spent. APPLIED TOWARD PARKING UPGRADES, WINDOW REPLACEMENTS AND IMPROVEMENTS, ELECTRICAL UPGRADES AND OTHER MISCELLANEOUS BUILDING MAINTENANCE EXPENSES
Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending September 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since December 1974.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.