Civic Intelligence

Wallace E and Hazel C Loft Scholarship Trust

990PF • Fiscal year 2018 • EIN 47-6965500

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 19, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

13th percentile

-30%

Higher net margin than 13% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

15th percentile

-10%

Faster asset growth than 15% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

85%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$638,927

Down $73,076 (-10%) from 2017

Net Assets

Down

$638,927

Down $73,076 (-10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin13th percentile

Revenue

Up

$30,203

Up $13,873 (+85%) from 2017

Expenses

Up

$39,316

Up $4,658 (+13%) from 2017

Net Income

Up

-$9,113

Up $9,215 (+50%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2018

Assets$638,927
Liabilities$0
Net Assets$638,927
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

2018

Revenue$30,203
Expenses$39,316
Net Income-$9,113
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 19, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

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
2019-04-19
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 Appendix334 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/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2403 4TH STREET
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION WITH SUMMARY OF QUALIFICATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WALLACE E AND HAZEL C LOFT SCHOLARS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03199872581
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0505 BARRICK ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2MEGAN KORTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MEGAN BEENER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19621 TAYLOR ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25245 WEST GRESHAM ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4606 JAMES STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5422 BARRICK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6319 PARKGATE ROAD
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0decrease in account value
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TRustee Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01500
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN R HITCHINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-19
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/ReturnTs02019-04-19T08:05:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$638,927
Liabilities
$0
Net assets
$638,927
Revenue
$30,203
Expenses
$39,316
Net income
-$9,113
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