Civic Intelligence

Loring Hospital

990 • Fiscal year 2022 • EIN 42-0819819

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 13, 2023

Organization ProfileWWW.LORINGHOSPITAL.ORG

Refreshing map…

211 Highland AvenueSac City, IA 50583

(712) 662-7105

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

50th percentile

1.2%

Faster asset growth than 50% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-75%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,620,276

Up $18,910 (+1.2%) from 2021

Net Assets

Up

$1,620,276

Up $18,910 (+1.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Down

$117,771

Down $360,569 (-75%) from 2021

Expenses

Down

$7,918

Down $5,674 (-42%) from 2021

Net Income

Down

$109,853

Down $354,895 (-76%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$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

2022

Assets$1,620,276
Liabilities$0
Net Assets$1,620,276
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$117,771
Expenses$7,918
Net Income$109,853
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 13, 2023
Return Version
2021v4.2
Gross Receipts
$117,771
Mission and Program Overview

Mission

Support and maintenance of loring hospital.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$950,478$895,435▼ $55,043
Cash and Non-Interest-Bearing Accounts$623,765$697,701▲ $73,936
Savings and Temporary Cash Investments$27,123$27,140▲ $17
Total Assets$1,601,366$1,620,276▲ $18,910
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,601,366$1,620,276▲ $18,910
Total Net Assets Fund Balance$1,601,366$1,620,276▲ $18,910
Total Liabilities and Net Assets / Fund Balance$1,601,366$1,620,276▲ $18,910

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$703,767--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Bruce BeckerTrustee
Carol HansenTrustee
Steve SpottsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$76,526
Program Service Revenue
$0
Investment Income
$41,245
Other Revenue
$0
All Other Contributions
$76,526
Change in Net Assets
$109,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,918
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-$5,808-$5,808
Insurance-$2,110-$2,110
Total Functional Expenses$0$7,918$0$7,918
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
2023-01-13
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
0

Preparer

Firm
Denman & Company Llp
Address
1601 22ND STREET SUITE 400, WEST DES MOINES, IA 50266-1453
Preparer
Jay a Horn CPA
Phone
5152258400
Raw XML Appendix309 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT AND MAINTENANCE OF LORING HOSPITAL.
IRS990/AllOtherContributionsAmt076526
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE LORING TRUST
IRS990/BooksInCareOfDetail/PhoneNum07126627105
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0211 HIGHLAND AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAC CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050583
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0623765
IRS990/CashNonInterestBearingGrp/EOYAmt0697701
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt076526
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt041245
IRS990/CYOtherExpensesAmt07918
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0109853
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt07918
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0117771
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT AND MAINTENANCE OF LORING HOSPITAL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0LORING HEALTH CARE FOUNDATION
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0BRUCE BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm1CAROL HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE SPOTTS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0117771
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02110
IRS990/InsuranceGrp/TotalAmt02110
IRS990/InvestmentIncomeGrp/ExclusionAmt041245
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041245
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0950478
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0895435
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT AND MAINTENANCE OF LORING HOSPITAL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01601366
IRS990/NetAssetsOrFundBalancesEOYAmt01620276
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-90943
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01601366
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01620276
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05808
IRS990/OtherExpensesGrp/TotalAmt05808
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVE SPOTTS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0450691
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt027649
IRS990/PYOtherExpensesAmt013592
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0464748
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt013592
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0478340
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0109853
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0117771
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027123
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027140
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0421418132
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LORING HOSPITAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt071973
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt169170
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt250525
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3703767
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MONEY MARKET FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CERTIFICATE OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CORPORATION COMMON STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0895435
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01601366
IRS990/TotalAssetsEOYAmt01620276
IRS990/TotalAssetsGrp/BOYAmt01601366
IRS990/TotalAssetsGrp/EOYAmt01620276
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt076526
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07918
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07918
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01601366
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01620276
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt041245
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0117771
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01601366
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01620276
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0211 HIGHLAND AVENUE
IRS990/USAddress/CityNm0SAC CITY
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050583
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.LORINGHOSPITAL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE SPOTTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07126627105
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LORING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LORI
ReturnHeader/Filer/EIN0420819819
ReturnHeader/Filer/PhoneNum07126627105
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 HIGHLAND AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAC CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050583
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420794029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DENMAN & COMPANY 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/PreparerPersonNm0JAY A HORN CPA
ReturnHeader/ReturnTs02023-01-13T15:54:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SPOTTS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,620,276
Liabilities
$0
Net assets
$1,620,276
Revenue
$117,771
Expenses
$7,918
Net income
$109,853
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
2022Detailed filing. Detailed filing data is available for this year.$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