Civic Intelligence

Wallace E and Hazel C Loft Scholarship Trust

990PF • Fiscal year 2017 • EIN 47-6965500

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 13, 2018

Organization Profile
102 E Church StreetMarshalltown, IA 50158

(641) 752-4507

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

4th percentile

-112%

Higher net margin than 4% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

57th percentile

4.5%

Faster asset growth than 57% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$712,003

Up $30,635 (+4.5%) from 2016

Net Assets

Up

$712,003

Up $30,635 (+4.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin4th percentile

Revenue

Up

$16,330

Up $32,434 (+201%) from 2016

Expenses

Up

$34,658

Up $6,788 (+24%) from 2016

Net Income

Up

-$18,328

Up $25,646 (+58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$800K$600K$400K$200K$0Assets 2015: $665,075Liabilities 2015: $0Net Assets 2015: $665,0752015Assets 2016: $681,368Liabilities 2016: $0Net Assets 2016: $681,3682016Assets 2017: $712,003Liabilities 2017: $0Net Assets 2017: $712,0032017Assets 2018: $638,927Liabilities 2018: $0Net Assets 2018: $638,9272018Assets 2019: $697,311Liabilities 2019: $0Net Assets 2019: $697,3112019Assets 2020: $724,400Liabilities 2020: $0Net Assets 2020: $724,4002020Assets 2021: $769,955Liabilities 2021: $0Net Assets 2021: $769,9552021Assets 2022: $613,680Liabilities 2022: $0Net Assets 2022: $613,6802022Assets 2023: $630,580Liabilities 2023: $0Net Assets 2023: $630,5802023Assets 2024: $674,774Liabilities 2024: $0Net Assets 2024: $674,7742024

Highlighted filing

2017

Assets$712,003
Liabilities$0
Net Assets$712,003
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2015: $18,926Expenses 2015: $5,226Net Income 2015: $13,7002015Revenue 2016: -$16,104Expenses 2016: $27,870Net Income 2016: -$43,9742016Revenue 2017: $16,330Expenses 2017: $34,658Net Income 2017: -$18,3282017Revenue 2018: $30,203Expenses 2018: $39,316Net Income 2018: -$9,1132018Revenue 2019: $14,856Expenses 2019: $42,382Net Income 2019: -$27,5262019Revenue 2020: $25,095Expenses 2020: $43,123Net Income 2020: -$18,0282020Revenue 2021: $40,366Expenses 2021: $42,848Net Income 2021: -$2,4822021Revenue 2022: $69,639Expenses 2022: $33,822Net Income 2022: $35,8172022Revenue 2023: $17,082Expenses 2023: $60,279Net Income 2023: -$43,1972023Revenue 2024: $49,479Expenses 2024: $37,439Net Income 2024: $12,0402024

Highlighted filing

2017

Revenue$16,330
Expenses$34,658
Net Income-$18,328
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 13, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN R HITCHINSTrustee-$0--
GARY L BURKETrustee-$0--
BARBARA REIDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wallace E and Hazel C Loft
EIN
47-6965500
Phone
6417524507
Address
102 E CHURCH STREET, MARSHALLTOWN, IA 50158

Signing Officer

Name
Kevin R Hitchins
Title
Trustee
Signed
2018-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Grimes Buck Schoell Beach & Hitchins
Address
P O Box 776, Marshalltown, IA 50158
Preparer
Kevin R Hitchins
Phone
6417524507
Raw XML Appendix308 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/AddressLine1Txt12301 CLAY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21222 240TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3116 NORTH BIRCH CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt49621 TAYLOR ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55245 WEST GRESHAM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt66969 LEVERSEE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7120 SYCAMORE STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WAVERLY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4JANESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5JANESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CEDAR FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7JANESVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250677
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350647
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450647
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd550647
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd650613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd750647
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
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/AppliedToYear1Amt024000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034296
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt08699
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034296
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt032699
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03108
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Checks
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TRustee Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt019
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt048963
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0change in account value
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN R HITCHINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLACE E AND HAZEL C LOFT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0476965500
ReturnHeader/Filer/PhoneNum06417524507
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 E CHURCH STREET
ReturnHeader/Filer/USAddress/CityNm0MARSHALLTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050158
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420932275
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grimes Buck Schoell Beach & Hitchins
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 776
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marshalltown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050158
ReturnHeader/PreparerPersonGrp/PhoneNum06417524507
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin R Hitchins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-13T13:33:45-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$712,003
Liabilities
$0
Net assets
$712,003
Revenue
$16,330
Expenses
$34,658
Net income
-$18,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.49$0.37$0.12
2023Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.17$0.60$0.43
2022Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.70$0.34$0.36
2021Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.40$0.43$0.02
2020Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.25$0.43$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.15$0.42$0.28
2018Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.30$0.39$0.09
2017Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.16$0.35$0.18
2016Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.16$0.28$0.44
2015Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.19$0.05$0.14