Civic Intelligence

Lizzie Brownell Irvine & John H Irvine Testamentary Trust

EIN 91-6027040 • Shoreline, WA

14920 Westminster Way N No 1BShoreline, WA 98133
Siviq Scores

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

Liabilities / Assets

55th percentile

0.04x

Higher debt load relative to assets than 55% of similar nonprofits.

$1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.39x

Higher debt load relative to revenue than 81% of similar nonprofits.

$1M-$5M nonprofits • Source year 2015

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

$1M-$5M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2015

Asset Growth

66th percentile

8.1%

Faster asset growth than 66% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

85th percentile

79%

Faster revenue growth than 85% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$4,895,702

Up $366,345 (+8.1%) from 2014

Liabilities

Up

$182,626

Up $9,000 (+5.2%) from 2014

Net Assets

Up

$4,713,076

Up $357,345 (+8.2%) from 2014

Operations
Liabilities / Revenue81st percentileNet Margin94th percentile

Revenue

Up

$464,788

Up $205,765 (+79%) from 2014

Expenses

Down

$107,443

Down $99,023 (-48%) from 2014

Net Income

Up

$357,345

Up $304,788 (+580%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,350,026Liabilities 2011: $64,7402011Assets 2012: $4,283,520Liabilities 2012: $84,8742012Assets 2013: $4,480,536Liabilities 2013: $177,362Net Assets 2013: $4,303,1742013Assets 2014: $4,529,357Liabilities 2014: $173,626Net Assets 2014: $4,355,7312014Assets 2015: $4,895,702Liabilities 2015: $182,626Net Assets 2015: $4,713,0762015

Highlighted filing

2015

Assets$4,895,702
Liabilities$182,626
Net Assets$4,713,076
Open 2015 Filing

Operations Trend

Revenue Growth85th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $106,773Expenses 2011: $228,833Net Income 2011: -$122,0602011Revenue 2012: $150,666Expenses 2012: $237,306Net Income 2012: -$86,6402012Revenue 2013: $406,568Expenses 2013: $302,040Net Income 2013: $104,5282013Revenue 2014: $259,023Expenses 2014: $206,466Net Income 2014: $52,5572014Revenue 2015: $464,788Expenses 2015: $107,443Net Income 2015: $357,3452015

Highlighted filing

2015

Revenue$464,788
Expenses$107,443
Net Income$357,345
Open 2015 Filing

Filings

Most recent year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,895,702
Liabilities
$182,626
Net assets
$4,713,076
Revenue
$464,788
Expenses
$107,443
Net income
$357,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$4.90$0.18$4.71$0.46$0.11$0.36
2014Detailed filing. Detailed filing data is available for this year.$4.53$0.17$4.36$0.26$0.21$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.48$0.18$4.30$0.41$0.30$0.10
2012Summary only. Only limited summary data is available for this year.$4.28$0.08$0.15$0.24$0.09
2011Summary only. Only limited summary data is available for this year.$4.35$0.06$0.11$0.23$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Apr 12, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDY OLSONTrustee-$0--
JERRY WILKINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lizzie Brownell Irvine & John H Irvine
EIN
91-6027040
Phone
2063643800
Address
14920 WESTMINSTER WAY N NO 1B, SHORELINE, WA 98133

Signing Officer

Name
Jerry Wilkins
Title
Trustee
Phone
2063643800
Signed
2016-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
3000 NORTHUP WAY SUITE 200, BELLEVUE, WA 98004
Preparer
Steven Bass CPA
Phone
4252506100
Raw XML Appendix316 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/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt090000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE SUPPORT FOR THE OPERATION OF THE MASONIC HOME FUND WITHIN THE BENEFICIARY ENTITY AS REQUIRED BY TRUST AGREEMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOST WORSHIPFUL GRAND LODGE OF FREE AND ACCEPTED MASONS OF WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04970 BRIDGEPORT WAY W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0UNIVERSITY PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098467
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04930
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt092220
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0282658
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt097150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0277728
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt092220
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02414
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02414
TaxesSchedule/TaxesDetail/Amt04491
TaxesSchedule/TaxesDetail/Amt11188
TaxesSchedule/TaxesDetail/CategoryTxt0INTERNAL REVENUE SERVICE - EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD BY PW
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11188
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY WILKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02063643800
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIZZIE BROWNELL IRVINE & JOHN H IRVINE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LIZZ
ReturnHeader/Filer/EIN0916027040
ReturnHeader/Filer/PhoneNum02063643800
ReturnHeader/Filer/USAddress/AddressLine1Txt014920 WESTMINSTER WAY N NO 1B
ReturnHeader/Filer/USAddress/CityNm0SHORELINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098133
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03000 NORTHUP WAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04252506100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN BASS CPA
ReturnHeader/ReturnTs02016-04-17T19:34:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

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