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Nonprofit · EIN 39-1795262

CONGREGATIONAL INVESTMENT TRUST 41C017005 990

Tax-exempt · OLEAN, NY 14760

Financials

$840K$662K2022$2M$1.1M2023$2M$1.5M2024$2.9M$1.3M2025
Revenue Expenses · by fiscal year end
Financials of CONGREGATIONAL INVESTMENT TRUST 41C017005 990 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990$2,857,536$1,292,319$1,565,217$22,406,713$21,250$22,385,463
March 31, 2025990$1,954,073$1,522,181$431,892$20,841,534$19,823$20,821,711
March 31, 2024990$1,994,375$1,071,379$922,996$20,409,642$141,583$20,268,059
March 31, 2023990$840,253$662,285$177,968$19,379,793$34,730$19,345,063
Financial details: 990 for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$1,281,955
Program service revenue
$0
Investment income
$1,575,581
Net gain from sales of assets
$687,012
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,180,352
Compensation of officers, directors and key employees
$41,174
Salaries, compensation and benefits (total)
$41,174
Professional fundraising fees
$0
Accounting fees
$1,500
Program services (functional)
$1,180,352
Management and general (functional)
$111,967

Balance sheet and other

Total assets, start of year
$20,841,534
Total assets, end of year
$22,406,713
Total liabilities, end of year
$21,250
Net assets, end of year
$22,385,463
Publicly traded securities
$22,389,377
Gross receipts
$3,373,112
Employees
0
Volunteers
8
Year formed
2012
State of legal domicile
WI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
COMMUNITY BANK NATRUSTEE
Institutional trustee
1$41,174
REV ART RITTERMODERATOR/CHAIR
Trustee or director, Officer
1$0
KATE O'DELLSECRETARY
Trustee or director, Officer
1$0
PATRICK STEWARTTREASURER
Trustee or director, Officer
1$0
REV IRVEN GAMMONTRUSTEE
Trustee or director
1$0
JOANNE SIMPSONTRUSTEE
Trustee or director
1$0
REV WILLIAM RON TOLIVERTRUSTEE
Trustee or director
1$0
REV RICH MILLER-TODDTRUSTEE
Trustee or director
1$0
REV NORM ERLENDSONTRUSTEE
Trustee or director
1$0
CYNTHIA HARDYTRUSTEE
Trustee or director
1$0
REV ROBB TARRTRUSTEE
Trustee or director
1$0
MELINDA JASTERTRUSTEE
Trustee or director
1$0
990 for the year ended March 31, 2025: 12 people
NameTitleHours / weekCompensation
COMMUNITY BANK NATRUSTEE
Institutional trustee
1$38,613
REV ART RITTERMODERATOR/CHAIR
Trustee or director, Officer
1$0
KATE O'DELLSECRETARY
Trustee or director, Officer
1$0
PATRICK STEWARTTREASURER
Trustee or director, Officer
1$0
REV IRVEN GAMMONTRUSTEE
Trustee or director
1$0
JOANNE SIMPSONTRUSTEE
Trustee or director
1$0
REV WILLIAM RON TOLIVERTRUSTEE
Trustee or director
1$0
REV RICH MILLER-TODDTRUSTEE
Trustee or director
1$0
REV NORM ERLENDSONTRUSTEE
Trustee or director
1$0
CYNTHIA HARDYTRUSTEE
Trustee or director
1$0
REV ROBB TARRTRUSTEE
Trustee or director
1$0
MELINDA JASTERTRUSTEE
Trustee or director
1$0
990 for the year ended March 31, 2024: 12 people
NameTitleHours / weekCompensation
COMMUNITY BANK NATrustee
Institutional trustee
1$35,817
REV ROBB TARRTrustee
Trustee or director
1$0
MELINDA JASTERTrustee
Trustee or director
1$0
REV ART RITTERMODERATOR/CHAIR
Trustee or director, Officer
1$0
KATE O'DELLSecretary
Trustee or director, Officer
1$0
REV NORM ERLENDSONTrustee
Trustee or director
1$0
CYNTHIA HARDYTrustee
Trustee or director
1$0
PATRICK STEWARTTreasurer
Trustee or director, Officer
1$0
REV IRVEN GAMMONTrustee
Trustee or director
1$0
JOANNE SIMPSONTrustee
Trustee or director
1$0
REV WILLIAM RON TOLIVERTrustee
Trustee or director
1$0
REV RICH MILLER-TODDTrustee
Trustee or director
1$0
990 for the year ended March 31, 2023: 12 people
NameTitleHours / weekCompensation
COMMUNITY BANK NATrustee
Institutional trustee
1$34,408
REV ROBB TARRTrustee
Trustee or director
1$0
MELINDA JASTERTrustee
Trustee or director
1$0
REV ART RITTERMODERATOR/CHAIR
Trustee or director, Officer
1$0
KATE O'DELLSecretary
Trustee or director, Officer
1$0
GERALD ZWAGATrustee
Trustee or director
1$0
REV JUSTIN NIERERTrustee
Trustee or director
1$0
PATRICK STEWARTTreasurer
Trustee or director, Officer
1$0
REV DR MARY BIEDRONTrustee
Trustee or director
1$0
REV EZEKIEL RODRIGUEZTrustee
Trustee or director
1$0
MARY PRENDERGASTTrustee
Trustee or director
1$0
REV RICH MILLER-TODDTrustee
Trustee or director
1$0

Address and contacts

Address (IRS master file)
201 NORTH UNION ST, OLEAN, NY 14760-2738
In care of
% COMMUNITY BANK TRUST DEPARTMENT
Principal officer (990 for 2025)
SAME AS C ABOVE
Signed the 990
DAVID LAFOREST, VICE PRESIDENT
Phone
(716) 376-7235
Return prepared by
FIDUCIARY TAX SERVICES LLC

Mission

TO PROVIDE SUPPORT FOR THE VARIOUS CHRISTIAN OGANIZATIONS THAT COMPRISE THE CONGREGATIONAL INVESTMENT TRUST

990 for the year ended March 31, 2026

Program accomplishments

  • TO PROVIDE SUPPORT FOR THE VARIOUS CHRISTIAN ORGANIZATIONS THAT COMPRISE THE CONGREGATIONAL INVESTMENT TRUST
    Expenses $1,180,352 · grants $1,180,352

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990 on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
39-1795262
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1994
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$22,406,713
Income (IRS master file)
$3,373,112

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2026$2,857,536$1,292,319$22,406,713XML
990March 2025$1,954,073$1,522,181$20,841,534XML
990March 2024$1,994,375$1,071,379$20,409,642XML
990March 2023$840,253$662,285$19,379,793XML
990March 2022$1,600,992$569,026$19,203,099IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1795262).

Questions about CONGREGATIONAL INVESTMENT TRUST 41C017005 990

What is the EIN of CONGREGATIONAL INVESTMENT TRUST 41C017005 990?
The employer identification number (EIN) of CONGREGATIONAL INVESTMENT TRUST 41C017005 990 is 39-1795262.
Is CONGREGATIONAL INVESTMENT TRUST 41C017005 990 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to CONGREGATIONAL INVESTMENT TRUST 41C017005 990 tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CONGREGATIONAL INVESTMENT TRUST 41C017005 990 file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CONGREGATIONAL INVESTMENT TRUST 41C017005 990 due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CONGREGATIONAL INVESTMENT TRUST 41C017005 990 last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2026.
Who is the principal officer of CONGREGATIONAL INVESTMENT TRUST 41C017005 990?
The 990 for the year ended March 31, 2026 names SAME AS C ABOVE.
Who are the officers and directors of CONGREGATIONAL INVESTMENT TRUST 41C017005 990?
The 990 for the year ended March 31, 2026 lists 12 people; 1 received compensation from the organization, the highest $41,174 (COMMUNITY BANK NA, TRUSTEE).
How much revenue does CONGREGATIONAL INVESTMENT TRUST 41C017005 990 have?
On its 990 for the year ended March 31, 2026 it reported revenue of $2,857,536, expenses of $1,292,319 and total assets of $22,406,713 at year end.

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