Civic Intelligence

Eric & Phyllis Osterchrist Charitable Tr

990PF • Fiscal year 2017 • EIN 65-6359439

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 25, 2018

Organization Profile
4865 Longwood PointColorado Springs, CO 80906

(719) 247-6531

Siviq Scores

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

Liabilities / Assets

80th percentile

0.10x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

3.13x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-56%

Higher net margin than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$9,879

Up $243 (+2.5%) from 2016

Net Assets

Down

$8,879

Down $579 (-6.1%) from 2016

Liabilities

Up

$1,000

Up $822 (+462%) from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin9th percentile

Revenue

Down

$320

Down $57 (-15%) from 2016

Expenses

Up

$500

Up $500 from 2016

Net Income

Down

-$180

Down $557 (-148%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$30K$20K$10K$0Assets 2010: $14,874Liabilities 2010: $0Net Assets 2010: $14,8742010Assets 2011: $24,857Liabilities 2011: $8,2642011Assets 2012: $21,829Liabilities 2012: $7,8842012Assets 2013: $11,026Liabilities 2013: $1Net Assets 2013: $11,0262013Assets 2014: $10,754Liabilities 2014: $286Net Assets 2014: $10,4682014Assets 2015: $9,258Liabilities 2015: $8072015Assets 2016: $9,636Liabilities 2016: $178Net Assets 2016: $9,4582016Assets 2017: $9,879Liabilities 2017: $1,000Net Assets 2017: $8,8792017Assets 2018: $9,606Liabilities 2018: $0Net Assets 2018: $9,6062018Assets 2019: $9,764Liabilities 2019: $1Net Assets 2019: $9,7642019Assets 2020: $8,774Liabilities 2020: $1Net Assets 2020: $8,7742020Assets 2021: $10,847Liabilities 2021: $1Net Assets 2021: $10,8472021Assets 2022: $11,362Liabilities 2022: $2,203Net Assets 2022: $9,1592022

Highlighted filing

2017

Assets$9,879
Liabilities$1,000
Net Assets$8,879
Open 2017 Filing

Operations Trend

Revenue Growth27th percentile

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

$5.0K$0-$5.0K-$10K-$15KExpenses 2010: $1,9042010Revenue 2011: $775Expenses 2011: $3,700Net Income 2011: -$2,9252011Revenue 2012: $493Expenses 2012: $300Net Income 2012: $1932012Revenue 2013: -$7,426Expenses 2013: $3,500Net Income 2013: -$10,9262013Revenue 2014: $383Expenses 2014: $701Net Income 2014: -$3182014Revenue 2015: $300Expenses 2015: $1,800Net Income 2015: -$1,5002015Revenue 2016: $377Expenses 2016: $0Net Income 2016: $3772016Revenue 2017: $320Expenses 2017: $500Net Income 2017: -$1802017Revenue 2018: $362Expenses 2018: $100Net Income 2018: $2622018Revenue 2019: $425Expenses 2019: $8Net Income 2019: $4172019Revenue 2020: $311Expenses 2020: $500Net Income 2020: -$1892020Revenue 2021: $383Expenses 2021: $100Net Income 2021: $2832021Revenue 2022: $729Expenses 2022: $0Net Income 2022: $7292022

Highlighted filing

2017

Revenue$320
Expenses$500
Net Income-$180
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 25, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric OsterchristTrustee-$0--
Phyllis OsterchristTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Eric P and Phyllis L Osterchrist Charitable Trust
EIN
65-6359439
Phone
7192476531
Address
4865 Longwood Point, Colorado Springs, CO 80906

Signing Officer

Name
Phyllis L Osterchrist
Title
Trustee
Phone
7192476531
Signed
2018-09-25
Discuss with paid preparer
No

Preparer

Firm
Accounting & Tax Svcs CS LLC
Address
4865 Longwood Point, Colorado Springs, CO 80906
Preparer
Phyllis L Osterchrist
Phone
7192476531
Raw XML Appendix259 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0500
CashDeemedCharitableExplnStmt/ShortExplanationTxt0Pledge to St Jude of 500 plus 1.5 of FMV of all assets.
CashDistributionExplnStmt/ExplanationTxt0Amount pledged to St Jude Childrens Research Hospital 500.00 plus 1.5 of asset value.
ExplnOfNonFilingWithAGStmt/ExplanationTxt0Copy not required to be filed with the State of FL, but is available.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Election to apply excess distribution from prior year Enter election title here
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Election to apply excess distribution from prior year Enter election title here
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0100
IRS990PF/FMVAssetsEOYAmt09879
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09669
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09747
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt09458
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09636
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09625
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0645
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0450
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08991
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09636
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Eric Osterchrist
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14865 Longwood Point
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Colorado Springs
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01145
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01145
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt0645
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Dividends supporting any all donations/pledges approved
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Phyllis L Osterchrist
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07192476531
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Medical Research
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0St Jude Childrens Research Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0262 Danny Thomas Place
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Memphis
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01145
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-212
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Mark to Market
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-213
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Amt129
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2500
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Mark to Market
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Accrued Dividend
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2Pledge to St Jude
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0131
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Refund from IRS
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Phyllis L Osterchrist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07192476531
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Eric P and Phyllis L Osterchrist Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ERIC
ReturnHeader/Filer/EIN0656359439
ReturnHeader/Filer/PhoneNum07192476531
ReturnHeader/Filer/USAddress/AddressLine1Txt04865 Longwood Point
ReturnHeader/Filer/USAddress/CityNm0Colorado Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080906
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0943643F0F44236700B28FEFF2F9F2558D213C350
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0943643F0F44236700B28FEFF2F9F2558D213C350
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.70.137.167
ReturnHeader/FilingSecurityInformation/IPDt02018-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm015:16:07
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting & Tax Svcs CS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04865 Longwood Point
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080906
ReturnHeader/PreparerPersonGrp/PhoneNum07192476531
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phyllis L Osterchrist
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-25T11:58:14-00:00
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
$9,879
Liabilities
$1,000
Net assets
$8,879
Revenue
$320
Expenses
$500
Net income
-$180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$11.4$2.20$9.16$0.73$0.00$0.73
2021Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.38$0.10$0.28
2020Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$0.31$0.50$0.19
2019Detailed filing. Detailed filing data is available for this year.$9.76$0.00$9.76$0.43$0.01$0.42
2018Detailed filing. Detailed filing data is available for this year.$9.61$0.00$9.61$0.36$0.10$0.26
2017Detailed filing. Detailed filing data is available for this year.$9.88$1.00$8.88$0.32$0.50$0.18
2016Detailed filing. Detailed filing data is available for this year.$9.64$0.18$9.46$0.38$0.00$0.38
2015Summary only. Only limited summary data is available for this year.$9.26$0.81$0.30$1.80$1.50
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.29$10.5$0.38$0.70$0.32
2013Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$7.43$3.50$10.9
2012Summary only. Only limited summary data is available for this year.$21.8$7.88$0.49$0.30$0.19
2011Summary only. Only limited summary data is available for this year.$24.9$8.26$0.78$3.70$2.93
2010Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$1.90