Civic Intelligence

Loatman Family Charitable Trust

EIN 82-3607759 • Chatham, NJ

209 Washington AveChatham, NJ 07928
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.00x

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

NTEE T22 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

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

NTEE T22 • <$500k nonprofits • Source year 2024

Net Margin

46th percentile

-2.6%

Higher net margin than 46% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE T22 • <$500k nonprofits • Source year 2024

Asset Growth

80th percentile

13%

Faster asset growth than 80% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

23%

Faster revenue growth than 61% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$29,804

Up $3,504 (+13%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$29,804

Up $3,504 (+13%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin46th percentile

Revenue

Up

$690

Up $131 (+23%) from 2023

Expenses

Down

$708

Down $1,694 (-71%) from 2023

Net Income

Up

-$18

Up $1,825 (+99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2019: $27,855Liabilities 2019: $02019Assets 2020: $31,759Liabilities 2020: $1Net Assets 2020: $31,7592020Assets 2021: $33,847Liabilities 2021: $1Net Assets 2021: $33,8472021Assets 2022: $23,459Liabilities 2022: $1Net Assets 2022: $23,4592022Assets 2023: $26,300Liabilities 2023: $1Net Assets 2023: $26,3002023Assets 2024: $29,804Liabilities 2024: $0Net Assets 2024: $29,8042024

Highlighted filing

2024

Assets$29,804
Liabilities$0
Net Assets$29,804
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2019: $730Expenses 2019: $1,214Net Income 2019: -$4842019Revenue 2020: -$1,212Expenses 2020: $877Net Income 2020: -$2,0892020Revenue 2021: $346Expenses 2021: $1,111Net Income 2021: -$7652021Revenue 2022: $285Expenses 2022: $2,929Net Income 2022: -$2,6442022Revenue 2023: $559Expenses 2023: $2,402Net Income 2023: -$1,8432023Revenue 2024: $690Expenses 2024: $708Net Income 2024: -$182024

Highlighted filing

2024

Revenue$690
Expenses$708
Net Income-$18
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,804
Liabilities
$0
Net assets
$29,804
Revenue
$690
Expenses
$708
Net income
-$18
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$0.69$0.71$0.02
2023Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$0.56$2.40$1.84
2022Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$0.29$2.93$2.64
2021Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$0.35$1.11$0.77
2020Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$1.21$0.88$2.09
2019Summary only. Only limited summary data is available for this year.$27.9$0.00$0.73$1.21$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 27, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE W LOATMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Loatman Family Charitable Trust
EIN
82-3607759
In Care Of
% Katherine Loatman
Phone
9087430745
Address
209 Washington Ave, Chatham, NJ 07928

Signing Officer

Name
Katherine Loatman
Title
Trustee
Phone
9087430745
Signed
2025-04-27
Raw XML Appendix269 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/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01182
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0114
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0634
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0662
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0662
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0708
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0662
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01296
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03522
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized gain
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Form 990PF filing fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0135
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt02023 Form 990PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE LOATMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09087430745
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Loatman Family Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0LOAT
ReturnHeader/Filer/EIN0823607759
ReturnHeader/Filer/InCareOfNm0% Katherine Loatman
ReturnHeader/Filer/PhoneNum09087430745
ReturnHeader/Filer/USAddress/AddressLine1Txt0209 Washington Ave
ReturnHeader/Filer/USAddress/CityNm0Chatham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007928
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-04-27T12:18:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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