Civic Intelligence

The Loring Trust

EIN 42-0819819 • 501(c)3 • Sac City, IA

Profile

Support and maintenance of loring hospital.

Refreshing map…

211 Highland AvenueSac City, IA 50583

www.loringhospital.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

85th percentile

32%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

96th percentile

194%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$3,088,551

Up $1,328,410 (+75%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,088,551

Up $1,328,410 (+75%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin98th percentile

Revenue

Up

$954,692

Up $843,905 (+762%) from 2023

Expenses

Up

$69,543

Up $58,589 (+535%) from 2023

Net Income

Up

$885,149

Up $785,316 (+787%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $459,382Liabilities 2012: $02012Assets 2013: $551,768Liabilities 2013: $0Net Assets 2013: $551,7682013Assets 2014: $612,706Liabilities 2014: $0Net Assets 2014: $612,7062014Assets 2015: $613,609Liabilities 2015: $0Net Assets 2015: $613,6092015Assets 2016: $696,170Liabilities 2016: $0Net Assets 2016: $696,1702016Assets 2017: $664,527Liabilities 2017: $0Net Assets 2017: $664,5272017Assets 2018: $713,189Liabilities 2018: $0Net Assets 2018: $713,1892018Assets 2019: $1,006,982Liabilities 2019: $0Net Assets 2019: $1,006,9822019Assets 2020: $974,693Liabilities 2020: $0Net Assets 2020: $974,6932020Assets 2021: $1,601,366Liabilities 2021: $0Net Assets 2021: $1,601,3662021Assets 2022: $1,620,276Liabilities 2022: $0Net Assets 2022: $1,620,2762022Assets 2023: $1,760,141Liabilities 2023: $0Net Assets 2023: $1,760,1412023Assets 2025: $3,088,551Liabilities 2025: $0Net Assets 2025: $3,088,5512025

Highlighted filing

2025

Assets$3,088,551
Liabilities$0
Net Assets$3,088,551
Open 2025 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $103,991Expenses 2012: $6,344Net Income 2012: $97,6472012Revenue 2013: $80,241Expenses 2013: $13,910Net Income 2013: $66,3312013Revenue 2014: $121,261Expenses 2014: $5,978Net Income 2014: $115,2832014Revenue 2015: $136,992Expenses 2015: $7,403Net Income 2015: $129,5892015Revenue 2016: $105,781Expenses 2016: $24,755Net Income 2016: $81,0262016Revenue 2017: $119,828Expenses 2017: $177,094Net Income 2017: -$57,2662017Revenue 2018: $86,137Expenses 2018: $64,306Net Income 2018: $21,8312018Revenue 2019: $234,860Expenses 2019: $5,034Net Income 2019: $229,8262019Revenue 2020: $77,032Expenses 2020: $22,018Net Income 2020: $55,0142020Revenue 2021: $478,340Expenses 2021: $13,592Net Income 2021: $464,7482021Revenue 2022: $117,771Expenses 2022: $7,918Net Income 2022: $109,8532022Revenue 2023: $110,787Expenses 2023: $10,954Net Income 2023: $99,8332023Revenue 2025: $954,692Expenses 2025: $69,543Net Income 2025: $885,1492025

Highlighted filing

2025

Revenue$954,692
Expenses$69,543
Net Income$885,149
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,088,551
Liabilities
$0
Net assets
$3,088,551
Revenue
$954,692
Expenses
$69,543
Net income
$885,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$0.95$0.07$0.89
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$0.11$0.01$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.12$0.01$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.48$0.01$0.46
2020Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.08$0.02$0.06
2019Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.23$0.01$0.23
2018Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.09$0.06$0.02
2017Summary only. Only limited summary data is available for this year.$0.66$0.00$0.66$0.12$0.18$0.06
2016Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$0.11$0.02$0.08
2015Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$0.14$0.01$0.13
2014Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$0.12$0.01$0.12
2013Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.08$0.01$0.07
2012Summary only. Only limited summary data is available for this year.$0.46$0.00$0.10$0.01$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 3, 2026
Return Version
2024v5.5
Gross Receipts
$1,126,155
Mission and Program Overview

Mission

Support and maintenance of loring hospital.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,049,911$1,697,052▲ $647,141
Investments Other Securities$1,122,280$1,363,755▲ $241,475
Savings and Temporary Cash Investments$27,499$27,744▲ $245
Total Assets$2,199,690$3,088,551▲ $888,861
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,199,690$3,088,551▲ $888,861
Total Net Assets Fund Balance$2,199,690$3,088,551▲ $888,861
Total Liabilities and Net Assets / Fund Balance$2,199,690$3,088,551▲ $888,861

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,222,056--
Compensation and Service Providers
Top Officer Pay66th percentile

Board Members and Trustees

NameTitle
Bruce BeckerTrustee
Carol HansenTrustee
Steve SpottsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$652,087
Program Service Revenue
$0
Investment Income
$302,605
Other Revenue
$0
All Other Contributions
$652,087
Change in Net Assets
$885,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,543
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$390-$390
Total Functional Expenses$0$69,543$0$69,543
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board of trustees review and approve the form 990 before filing.”

Form 990, Part VI, Section B, Line 12C

“The written conflict of interest policies and questionaires are updated and reviewed annually for each trustee.”

Form 990, Part VI, Section C, Line 18

“The financial records and other official documents are available for inspection upon request at the loring trust.”

Form 990, Part VI, Section C, Line 19

“The trust's governing documents, financial statements and other official documents are available to the public upon request at the trust's office.”

Filing and Contact Details

Filer

Filer Name
The Loring Trust
EIN
42-0819819
Phone
7126627105
Address
211 HIGHLAND AVENUE, SAC CITY, IA 50583
Doing Business As
Loring Health Care Foundation

Signing Officer

Name
Steve Spotts
Title
Trustee
Phone
7126627105
Signed
2026-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Spotts
Formed
1947
Legal Domicile
Ia
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Denman CPA Llp
Address
1601 22ND STREET SUITE 400, WEST DES MOINES, IA 50266-1453
Preparer
Thomas O Welchans
Phone
5152258400
Raw XML Appendix348 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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IRS990/BooksInCareOfDetail/PhoneNum07126627105
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0211 HIGHLAND AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAC CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherRevenueAmt00
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DonorAdvisedFundInd00
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IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
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IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/PersonNm1CAROL HANSEN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt0203375
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0374838
IRS990/GrossReceiptsAmt01126155
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt099230
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt099230
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01122280
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01363755
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0171463
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02199690
IRS990/NetAssetsOrFundBalancesEOYAmt03088551
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0203375
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0203375
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03712
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02199690
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMIN EXPENSE
IRS990/OtherExpensesGrp/Desc1BANK AND BROKER FEES
IRS990/OtherExpensesGrp/Desc2MISC EXPENSE
IRS990/OtherExpensesGrp/Desc3ANNUAL REPORT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt048932
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112263
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IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES REVIEW AND APPROVE THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE WRITTEN CONFLICT OF INTEREST POLICIES AND QUESTIONAIRES ARE UPDATED AND REVIEWED ANNUALLY FOR EACH TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL RECORDS AND OTHER OFFICIAL DOCUMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST AT THE LORING TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER OFFICIAL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE TRUST'S OFFICE.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE SPOTTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07126627105
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LORING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LORI
ReturnHeader/Filer/EIN0420819819
ReturnHeader/Filer/PhoneNum07126627105
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420794029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DENMAN CPA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 22ND STREET SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0502661453
ReturnHeader/PreparerPersonGrp/PhoneNum05152258400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS O WELCHANS
ReturnHeader/ReturnTs02026-02-03T11:49:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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