Civic Intelligence

Charles Loehr Charitable Trust

990PF • Fiscal year 2010 • EIN 34-6792962

Jan 01, 2010 to Dec 31, 2010 • Filed on Apr 19, 2011

Organization Profile
P O Box 9465144101
Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2010 filings • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

80th percentile

$6,736

Higher top officer pay than 80% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets31st percentile

Assets

$669,336

No earlier filing loaded for comparison.

Net Assets

$669,336

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$35,857

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2010: $669,336Liabilities 2010: $0Net Assets 2010: $669,3362010Assets 2011: $759,971Liabilities 2011: $0Net Assets 2011: $759,9712011Assets 2012: $742,284Liabilities 2012: $0Net Assets 2012: $742,2842012Assets 2013: $774,266Liabilities 2013: $0Net Assets 2013: $774,2662013Assets 2014: $794,362Liabilities 2014: $0Net Assets 2014: $794,3622014Assets 2015: $803,010Liabilities 2015: $0Net Assets 2015: $803,0102015Assets 2016: $776,461Liabilities 2016: $0Net Assets 2016: $776,4612016Assets 2017: $794,876Liabilities 2017: $0Net Assets 2017: $794,8762017Assets 2018: $793,151Liabilities 2018: $0Net Assets 2018: $793,1512018Assets 2019: $900,497Liabilities 2019: $0Net Assets 2019: $900,4972019Assets 2020: $836,000Liabilities 2020: $0Net Assets 2020: $836,0002020Assets 2021: $906,725Liabilities 2021: $0Net Assets 2021: $906,7252021Assets 2022: $842,271Liabilities 2022: $0Net Assets 2022: $842,2712022Assets 2023: $818,382Liabilities 2023: $0Net Assets 2023: $818,3822023Assets 2024: $826,403Liabilities 2024: $0Net Assets 2024: $826,4032024

Highlighted filing

2010

Assets$669,336
Liabilities$0
Net Assets$669,336
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $35,8572010Expenses 2011: $39,4582011Expenses 2012: $42,4882012Revenue 2013: $74,645Expenses 2013: $42,663Net Income 2013: $31,9822013Revenue 2014: $65,285Expenses 2014: $45,185Net Income 2014: $20,1002014Revenue 2015: $55,190Expenses 2015: $46,543Net Income 2015: $8,6472015Revenue 2016: $21,148Expenses 2016: $47,696Net Income 2016: -$26,5482016Revenue 2017: $58,868Expenses 2017: $40,451Net Income 2017: $18,4172017Revenue 2018: $57,212Expenses 2018: $58,934Net Income 2018: -$1,7222018Revenue 2019: $143,041Expenses 2019: $35,702Net Income 2019: $107,3392019Revenue 2020: $1,680Expenses 2020: $64,362Net Income 2020: -$62,6822020Revenue 2021: $105,242Expenses 2021: $34,291Net Income 2021: $70,9512021Revenue 2022: $2,483Expenses 2022: $68,200Net Income 2022: -$65,7172022Revenue 2023: $26,504Expenses 2023: $50,814Net Income 2023: -$24,3102023Revenue 2024: $51,366Expenses 2024: $43,037Net Income 2024: $8,3292024

Highlighted filing

2010

Revenue-
Expenses$35,857
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Apr 19, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$6,736-$6,736
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOHIO STATE UNIVERSITY -ATIGENERAL SUPPORTPUBLICWOOSTER, OH, US$5,000
Paid GrantTHE SALVATION ARMYGENERAL SUPPORTPUBLICWOOSTER, OH, US$4,000
Paid GrantGOODWILL INDUSTRIES OFGENERAL SUPPORTPUBLICWOOSTER, OH, US$4,000
Paid GrantWAYNE COUNTY CHILDREN SERVICESGENERAL SUPPORTPUBLICWOOSATER, OH, US$4,000
Paid GrantHOSPICE & PALLIATIVE CARE OFGENERAL SUPPORTPUBLICWOOSTER, OH, US$3,000
Paid GrantVIOLA STARTZMAN FREE CLINICGENERAL SUPPORTPUBLICWOOSTER, OH, US$3,000
Paid GrantHABITAT FOR HUMANITYGENERAL SUPPORTPUBLICWOOSTER, OH, US$3,000
Paid GrantWAYNE COUNTY PUBLIC LIBRARYGENERAL SUPPORTPUBLICWOOSTER, OH, US$2,000
Filing and Contact Details

Filer

EIN
34-6792962
Raw XML AppendixShowing 400 of 533 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112009-06-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122005-12-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired131997-12-01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired181991-04-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-01-05
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-01-05
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92010-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102010-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112010-02-22
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192010-06-25
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212010-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset050. AT&T INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1100. LOCKHEED MARTIN CORP COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2150. LOWES COS INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset350. MARATHON OIL CORP COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4175. MCGRAW-HILL COMPANIES INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset525. MEDCO HEALTH SOLUTIONS INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset650. PEPSICO INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset750. PFIZER INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset850. VERIZON COMMUNICATIONS COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9150. LOWES COS INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1025. COLGATE PALMOLIVE CO COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11175. MARATHON OIL CORP COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12125. NORTHROP GRUMMAN CORP COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13100. ORACLE CORP COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1450. PROCTER & GAMBLE CO COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1525. SCHLUMBERGER LTD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1675. SECTOR SPDR TR SBI BASIC INDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17100. STATE STR CORP COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset183742.515 VANGUARD FIXED INCOME SECS FD SHORT TERM BD PORTFOLIO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19446.03 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2020000. BANC ONE CORP SUB NT DTD 8-15-90 10% DUE 8-15-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2125000. SBC COMMUNICATIONS NOTES
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-299
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2366
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation06736
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10P O BOX 94651
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0441014651
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.057498
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.035873
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.0062
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.024563
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.054622
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10648418
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions032111
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IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions032328
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions032328
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0PNC BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02162574714
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10P O BOX 94651
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0441014651
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0true
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN APPLICATION WITH SUMMARY OF INTENDED USE. INCLUDE COPY OF IRS EXEMPTION LETTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0STEVE KITCHEN PNC BANK NA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03302647111
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101776 BEALL AVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WOOSTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode044691
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount23000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount34000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount43000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount54000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount64000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount75000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HOSPICE & PALLIATIVE CARE OF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11WAYNE COUNTY PUBLIC LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12VIOLA STARTZMAN FREE CLINIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13THE SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15GOODWILL INDUSTRIES OF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16WAYNE COUNTY CHILDREN SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17OHIO STATE UNIVERSITY -ATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20GREATER WAYNE COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21WAYNE-HOLMES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine22HAWKS NEST GOLF COURSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$669,336
Liabilities
$0
Net assets
$669,336
Revenue
-
Expenses
$35,857
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.51$0.43$0.08
2023Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.27$0.51$0.24
2022Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$0.02$0.68$0.66
2021Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$1.05$0.34$0.71
2020Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.02$0.64$0.63
2019Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$1.43$0.36$1.07
2018Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.57$0.59$0.02
2017Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$0.59$0.40$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.21$0.48$0.27
2015Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.55$0.47$0.09
2014Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.65$0.45$0.20
2013Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.75$0.43$0.32
2012Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.42
2011Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.39
2010Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.36