Civic Intelligence

Loescher Charitable Trust

990PF • Fiscal year 2015 • EIN 05-0512004

Jun 01, 2014 to May 31, 2015 • Filed on Sep 08, 2015

Organization Profile
128 Dorrance StreetSuite 520Providence, RI 02903

(401) 421-0400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

9th percentile

-68%

Higher net margin than 9% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

43rd percentile

-1.5%

Faster asset growth than 43% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-44%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$68,724

Down $1,022 (-1.5%) from 2014

Net Assets

$68,724

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin9th percentile

Revenue

Down

$1,505

Down $1,194 (-44%) from 2014

Expenses

Up

$2,527

Up $498 (+25%) from 2014

Net Income

Down

-$1,022

Down $1,692 (-253%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $70,240Liabilities 2011: $02011Assets 2012: $70,143Liabilities 2012: $02012Assets 2013: $69,077Liabilities 2013: $02013Assets 2014: $69,746Liabilities 2014: $02014Assets 2015: $68,724Liabilities 2015: $0Net Assets 2015: $68,7242015Assets 2016: $67,912Liabilities 2016: $02016Assets 2020: $69,076Liabilities 2020: $0Net Assets 2020: $69,0762020Assets 2021: $68,949Liabilities 2021: $0Net Assets 2021: $68,9492021Assets 2022: $68,949Liabilities 2022: $0Net Assets 2022: $69,0062022Assets 2023: $68,878Liabilities 2023: $0Net Assets 2023: $68,8782023Assets 2024: $67,020Liabilities 2024: $0Net Assets 2024: $67,0202024Assets 2025: $66,145Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2015

Assets$68,724
Liabilities$0
Net Assets$68,724
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0K$4.0K$2.0K$0-$2.0KRevenue 2011: $3,620Expenses 2011: $2,456Net Income 2011: $1,1642011Revenue 2012: $3,004Expenses 2012: $3,350Net Income 2012: -$3462012Revenue 2013: $3,002Expenses 2013: $4,068Net Income 2013: -$1,0662013Revenue 2014: $2,699Expenses 2014: $2,029Net Income 2014: $6702014Revenue 2015: $1,505Expenses 2015: $2,527Net Income 2015: -$1,0222015Revenue 2016: $2,205Expenses 2016: $3,015Net Income 2016: -$8102016Revenue 2020: $2,877Expenses 2020: $3,272Net Income 2020: -$3952020Revenue 2021: $2,951Expenses 2021: $3,078Net Income 2021: -$1272021Revenue 2022: $3,151Expenses 2022: $3,092Net Income 2022: $592022Revenue 2023: $3,280Expenses 2023: $3,351Net Income 2023: -$712023Revenue 2024: $3,236Expenses 2024: $5,094Net Income 2024: -$1,8582024Revenue 2025: $3,969Expenses 2025: $4,844Net Income 2025: -$8752025

Highlighted filing

2015

Revenue$1,505
Expenses$2,527
Net Income-$1,022
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Sep 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER M LOESCHERTrustee-$0--
CORI W LOESCHERTrustee-$0--
PETER M LOESCHER JRTrustee-$0--
DAVID A LOESCHERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDAYONECAPITAL CAMPAIGNPCPROVIDENCE, RI, US$2,000
Paid GrantCORLISS INSTITUTEUNRESTRICTEDPCWARREN, RI, US$500
Filing and Contact Details

Filer

Filer Name
Loescher Charitable Trust
EIN
05-0512004
In Care Of
% PETER M LOESCHER
Phone
4014210400
Address
128 DORRANCE STREET, Suite 520, PROVIDENCE, RI 02903

Signing Officer

Name
Peter M Loescher
Title
Trustee
Phone
4014210400
Signed
2015-09-08

Preparer

Preparer
Peter M Loescher
Phone
4014210400
Raw XML Appendix261 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1SQUANTUM L.P. 5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2SQUANTUM L.P 6%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt015000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt015000
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt020000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt049746
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt069236
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt039236
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt030000
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01039
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03410
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt068197
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt069236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER M LOESCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CORI W LOESCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PETER M LOESCHER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID A LOESCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01191
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt01191
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0908
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01191
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03395
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03408
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt027
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt027
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER M LOESCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04014210400
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOESCHER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOES
ReturnHeader/Filer/EIN0050512004
ReturnHeader/Filer/InCareOfNm0% PETER M LOESCHER
ReturnHeader/Filer/PhoneNum04014210400
ReturnHeader/Filer/USAddress/AddressLine1Txt0128 DORRANCE STREET
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite 520
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014210400
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER M LOESCHER
ReturnHeader/ReturnTs02015-09-08T13:24:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,724
Liabilities
$0
Net assets
$68,724
Revenue
$1,505
Expenses
$2,527
Net income
-$1,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$66.1$0.00$0.00$3.97$4.84$0.88
2024Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$3.24$5.09$1.86
2023Detailed filing. Detailed filing data is available for this year.$68.9$0.00$68.9$3.28$3.35$0.07
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$68.9$0.00$69.0$3.15$3.09$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.9$0.00$68.9$2.95$3.08$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.1$0.00$69.1$2.88$3.27$0.40
2016Summary only. Only limited summary data is available for this year.$67.9$0.00$2.21$3.02$0.81
2015Detailed filing. Detailed filing data is available for this year.$68.7$0.00$68.7$1.51$2.53$1.02
2014Summary only. Only limited summary data is available for this year.$69.7$0.00$2.70$2.03$0.67
2013Summary only. Only limited summary data is available for this year.$69.1$0.00$3.00$4.07$1.07
2012Summary only. Only limited summary data is available for this year.$70.1$0.00$3.00$3.35$0.35
2011Summary only. Only limited summary data is available for this year.$70.2$0.00$3.62$2.46$1.16