Loren E Lomis Trust Uw

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,913
Expenses
$23,309
Net Income
$604
Net Assets
$246,038
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,825
28.5%
Sales of Assets -$910
Other Income $43
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,132
52.0%
Compensation of Officers* $2,947
12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $246,038
Total Liabilities $0
Net Assets $246,038
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $2,947 $0

Document Links

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,287
Expenses
$36,123
Net Income
-$11,836
Net Assets
$245,456
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,796
28.0%
Sales of Assets -$472
Other Income $8
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,936
49.7%
Compensation of Officers* $4,436
12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $245,456
Total Liabilities $0
Net Assets $245,456
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $4,436 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,082
Expenses
$32,151
Net Income
-$12,069
Net Assets
$257,292
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,570
32.7%
Sales of Assets -$4,672
Other Income $229
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,085
62.5%
Compensation of Officers* $3,000
9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $257,292
Total Liabilities $0
Net Assets $257,292
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $3,000 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,621
Expenses
$21,665
Net Income
-$4,044
Net Assets
$269,388
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,099
28.9%
Sales of Assets -$5,440
Other Income $7
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,876
54.8%
Compensation of Officers* $2,434
11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $269,388
Total Liabilities $0
Net Assets $269,388
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $2,434 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,210
Expenses
$22,442
Net Income
$26,768
Net Assets
$273,851
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,551
9.2%
Sales of Assets $33,432
67.9%
Other Income $5
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,831
66.1%
Compensation of Officers* $2,487
11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $273,851
Total Liabilities $0
Net Assets $273,851
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $2,487 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,731
Expenses
$26,083
Net Income
-$5,352
Net Assets
$247,079
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,664
22.5%
Sales of Assets $1,659
8.0%
Other Income $7
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,143
69.6%
Compensation of Officers* $2,315
8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $247,080
Total Liabilities $1
Net Assets $247,079
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $2,315 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,237
Expenses
$23,848
Net Income
$389
Net Assets
$252,527
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,952
20.4%
Sales of Assets $1,330
5.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,607
61.3%
Compensation of Officers* $2,419
10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $252,527
Total Liabilities $0
Net Assets $252,527

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,488
Expenses
$23,211
Net Income
-$2,723
Net Assets
$259,310
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,188
25.3%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,270
61.5%
Compensation of Officers* $3,824
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $259,310
Total Liabilities $0
Net Assets $259,310

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,296
Expenses
$22,846
Net Income
$3,450
Net Assets
$262,033
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $4,760
18.1%
Sales of Assets $5,553
21.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,186
57.7%
Compensation of Officers* $3,778
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $262,061
Total Liabilities $28
Net Assets $262,033

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,384
Expenses
$26,037
Net Income
$4,347
Net Assets
$258,583
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $4,841
15.9%
Sales of Assets $9,561
31.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,617
60.0%
Compensation of Officers* $4,779
18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $258,627
Total Liabilities $44
Net Assets $258,583

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,882
Expenses
$20,693
Net Income
$4,189
Net Assets
$254,236
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,280
29.3%
Sales of Assets $1,621
6.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,595
51.2%
Compensation of Officers* $4,783
23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $254,236
Total Liabilities $0
Net Assets $254,236

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,425
Expenses
$27,398
Net Income
-$4,973
Net Assets
$250,049
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,362
23.9%
Sales of Assets $1,082
4.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,048
58.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $250,049
Total Liabilities $0
Net Assets $250,049

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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