Civic Intelligence

Loescher Charitable Trust

990PF • Fiscal year 2021 • EIN 05-0512004

Jun 01, 2020 to May 31, 2021 • Filed on Jul 21, 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

31st percentile

-4.3%

Higher net margin than 31% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

40th percentile

-0.2%

Faster asset growth than 40% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

49th percentile

2.6%

Faster revenue growth than 49% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$68,949

Down $127 (-0.2%) from 2020

Net Assets

Down

$68,949

Down $127 (-0.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin31st percentile

Revenue

Up

$2,951

Up $74 (+2.6%) from 2020

Expenses

Down

$3,078

Down $194 (-5.9%) from 2020

Net Income

Up

-$127

Up $268 (+68%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2021

Assets$68,949
Liabilities$0
Net Assets$68,949
Open 2021 Filing

Operations Trend

Revenue Growth49th 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

2021

Revenue$2,951
Expenses$3,078
Net Income-$127
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jul 21, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th 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 Loescher
Title
Trustee
Phone
4014210400
Signed
2021-07-21
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 Appendix281 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/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/AppliedToYear1Amt03078
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02951
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03078
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0309
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02951
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03387
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt028
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt150
TaxesSchedule/TaxesDetail/Amt028
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt1STATE OF RHODE ISLAND
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt028
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt028
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt150
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER LOESCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04014210400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-21
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/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/PreparerPersonNm0PETER M LOESCHER CPA
ReturnHeader/ReturnTs02021-08-02T16:52:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOESCHER
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,949
Liabilities
$0
Net assets
$68,949
Revenue
$2,951
Expenses
$3,078
Net income
-$127
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
2021Detailed filing. Detailed filing data is available for this year.$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