Civic Intelligence

Loescher Charitable Trust

990PF • Fiscal year 2020 • EIN 05-0512004

Jun 01, 2019 to May 31, 2020 • Filed on Sep 15, 2020

Organization Profile
128 DORRANCE STREET Suite 520Providence, RI 02903

(401) 421-0400

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

28th percentile

-14%

Higher net margin than 28% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$69,076

Up $1,164 (+1.7%) from 2016

Net Assets

$69,076

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin28th percentile

Revenue

Up

$2,877

Up $672 (+30%) from 2016

Expenses

Up

$3,272

Up $257 (+8.5%) from 2016

Net Income

Up

-$395

Up $415 (+51%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2020

Assets$69,076
Liabilities$0
Net Assets$69,076
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$2,877
Expenses$3,272
Net Income-$395
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Sep 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER M LOESCHERTrustee-$0--
CORI W LOESCHERTrustee-$0--
PETER M LOESCHER JRTrustee-$0--
DAVID A LOESCHERTrustee-$0--
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
2020-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Loescher Rose & Company
Address
128 DORRANCE STREET SUITE 520, PROVIDENCE, RI 02903
Preparer
Peter M Loescher CPA
Phone
4014210400
Raw XML Appendix295 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102885
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202806
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03198
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03387
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03198
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt022
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt150
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt1STATE OF RHODE ISLAND
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt022
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt150
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER M LOESCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04014210400
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-15
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 Suite 520
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002903
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A4A5A08627340D8B55EF4A8DA721A18B585D0E2E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A4A5A08627340D8B55EF4A8DA721A18B585D0E2E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId005031820202825000007
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.253.39.26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOESCHER ROSE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 DORRANCE STREET SUITE 520
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014210400
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER M LOESCHER CPA
ReturnHeader/ReturnTs02020-10-08T12:00:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,076
Liabilities
$0
Net assets
$69,076
Revenue
$2,877
Expenses
$3,272
Net income
-$395
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
2020Detailed filing. Detailed filing data is available for this year.$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