Civic Intelligence

Eric & Phyllis Osterchrist Charitable Tr

990PF • Fiscal year 2018 • EIN 65-6359439

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

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-2.8%

Faster asset growth than 40% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$9,606

Down $273 (-2.8%) from 2017

Net Assets

Up

$9,606

Up $727 (+8.2%) from 2017

Liabilities

Down

$0

Down $1,000 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Up

$362

Up $42 (+13%) from 2017

Expenses

Down

$100

Down $400 (-80%) from 2017

Net Income

Up

$262

Up $442 (+246%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2018

Assets$9,606
Liabilities$0
Net Assets$9,606
Open 2018 Filing

Operations Trend

Revenue Growth67th 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

2018

Revenue$362
Expenses$100
Net Income$262
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 19, 2019
Return Version
2018v3.1
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 Osterchrisst
Title
Trustee
Phone
7192476531
Signed
2019-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Accounting & Tax Services CS LLC
Address
4865 Longwood Point, Colorado Springs, CO 80906
Preparer
Phyllis L Osterchrist
Phone
7192476531
Raw XML Appendix262 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0EXCESS DISTRIBUTION CARRYOVERS WE ELECT TO CARRYOVER EXCESS DISTRIBUTIONS FROM 2013 - 2017 AND APPLY
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0EXCESS DISTRIBUTION CARRYOVERS WE ELECT TO CARRYOVER EXCESS DISTRIBUTIONS FROM 2013 2017 AND APPLY THEM TO 2018 UTILIZING THE OLDEST FIRST. WE WILL HAVE AN EXCESS UNUSED DISTRIBUTION FROM 2013 IN THE AMOUNT OF 2800 WHICH EXPIRES IN 2018.EXCESS DISTRIBUTIONS REMAIN FROM 2014 2015 TOTALLYING 2106. Enter election title here
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-19
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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/FederalOriginalSubmissionId08451402019073s1p95d8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.14.171.111
ReturnHeader/FilingSecurityInformation/IPDt02019-11-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm018:10:26
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting & Tax Services 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/PreparationDt02019-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phyllis L Osterchrist
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-19T11:12:05-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings

Displayed year

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

Open filing
Assets
$9,606
Liabilities
$0
Net assets
$9,606
Revenue
$362
Expenses
$100
Net income
$262
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