Civic Intelligence

Roberta Gose Trust Baker Boyer Bank Wealth Management

990PF • Fiscal year 2010 • EIN 91-6406229

Jan 01, 2010 to Dec 31, 2010 • Filed on May 11, 2011

Organization Profile
PO Box 179699362
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

90th percentile

$2,470

Higher top officer pay than 90% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$252,925

No earlier filing loaded for comparison.

Net Assets

$252,925

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$18,506

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2010: $252,925Liabilities 2010: $0Net Assets 2010: $252,9252010Assets 2011: $257,901Liabilities 2011: $0Net Assets 2011: $257,9012011Assets 2012: $246,348Liabilities 2012: $0Net Assets 2012: $246,3482012Assets 2013: $243,886Liabilities 2013: $0Net Assets 2013: $243,8862013Assets 2014: $247,635Liabilities 2014: $0Net Assets 2014: $247,6352014Assets 2015: $248,005Liabilities 2015: $0Net Assets 2015: $248,0052015Assets 2016: $241,949Liabilities 2016: $0Net Assets 2016: $241,9492016Assets 2017: $240,078Liabilities 2017: $0Net Assets 2017: $240,0782017Assets 2018: $233,882Liabilities 2018: $0Net Assets 2018: $233,8822018Assets 2019: $230,615Liabilities 2019: $0Net Assets 2019: $230,6152019Assets 2020: $210,061Liabilities 2020: $0Net Assets 2020: $210,0612020Assets 2021: $224,145Liabilities 2021: $0Net Assets 2021: $224,1452021Assets 2022: $219,393Liabilities 2022: $0Net Assets 2022: $219,3932022Assets 2023: $210,115Liabilities 2023: $0Net Assets 2023: $210,1152023Assets 2024: $192,642Liabilities 2024: $0Net Assets 2024: $192,6422024Assets 2025: $184,203Liabilities 2025: $0Net Assets 2025: $184,2032025

Highlighted filing

2010

Assets$252,925
Liabilities$0
Net Assets$252,925
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2010: $18,5062010Expenses 2011: $2,1552011Expenses 2012: $19,3702012Expenses 2013: $21,1402013Revenue 2014: $21,143Expenses 2014: $17,394Net Income 2014: $3,7492014Revenue 2015: $17,933Expenses 2015: $17,563Net Income 2015: $3702015Revenue 2016: $11,853Expenses 2016: $17,907Net Income 2016: -$6,0542016Revenue 2017: $15,530Expenses 2017: $17,401Net Income 2017: -$1,8712017Revenue 2018: $11,124Expenses 2018: $17,322Net Income 2018: -$6,1982018Revenue 2019: $13,737Expenses 2019: $17,005Net Income 2019: -$3,2682019Revenue 2020: -$3,036Expenses 2020: $17,520Net Income 2020: -$20,5562020Revenue 2021: $30,942Expenses 2021: $16,855Net Income 2021: $14,0872021Revenue 2022: $11,984Expenses 2022: $16,737Net Income 2022: -$4,7532022Revenue 2023: $6,993Expenses 2023: $16,271Net Income 2023: -$9,2782023Revenue 2024: $457Expenses 2024: $17,930Net Income 2024: -$17,4732024Revenue 2025: $5,941Expenses 2025: $14,380Net Income 2025: -$8,4392025

Highlighted filing

2010

Revenue-
Expenses$18,506
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 11, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Baker Boyer Trust DivisionTrustee-$2,470-$2,470
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Operations of Church.-Walla Walla, WA, US$13,732
Filing and Contact Details

Filer

EIN
91-6406229
Raw XML Appendix387 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Baker Boyer Bank Income Fund "F" (LT)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Baker Boyer Bank Equity Fund "E" (LT)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2Baker Boyer Bank Equity Fund "E" (ST)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3Long Term Capital Gain Dividend (LT)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4Goldman Sachs Real Estate Fund (LT)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5Goldman Sachs Mid Cap Fund (LT)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6Federated Total Return Fund (LT)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7Federated Intercontinental #176 (LT)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8Dodge & Cox Income Fund (LT)
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12Black Rock Equity Dividend Fund (LT)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13Black Rock Large Cap Core Fund (LT)
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.03588
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.05339
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.04226
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0254906
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10234006
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20263346
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30293226
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40280449
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50280001
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome052
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions015664
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1010481
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2011745
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3010522
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4014973
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5011833
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.22092
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions015612
IRS990PF/QualifyingDistributions/ExpensesAndContributions015664
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm052
IRS990PF/QualifyingDistributions/QualifyingDistributions015664
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber011A
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0Refund from Securities Litigation.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Baker Boyer National Bank
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05095252000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine107 W Main
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Walla Walla
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode099362
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NECTFilingInLieuOFForm10410X
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10Distribution to First Congregational Church
IRS990PF/SummaryOfDirectCharitableActy/Expenses1013732
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount013732
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Operations of Church.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0First Congregational Church
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10S Palouse E Alder
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Walla Walla
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode099363
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013732
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear04098
IRS990PF/UndistributedIncome/AppliedToYear1011566
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted012693
IRS990PF/UndistributedIncome/QualifyingDistributions015664
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY08595
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear011566
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount0598
LegalFeesSchedule/LegalFees/Category0Legal Expense
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0299
LegalFeesSchedule/LegalFees/NetInvestmentIncome0299
OtherExpensesSchedule/OtherExpenses/Description0Washington State Registration Fee
OtherExpensesSchedule/OtherExpenses/Description1Investment Expense
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome025
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome131
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks131
OtherIncomeSchedule2/OtherIncome/Description0Securities Settlement
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome09
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks09
TaxesSchedule/Taxes/Amount058
TaxesSchedule/Taxes/Amount154
TaxesSchedule/Taxes/Amount2742
TaxesSchedule/Taxes/Category0Foreign Taxes Withheld
TaxesSchedule/Taxes/Category12010 Form 990PF Estimated Taxes
TaxesSchedule/Taxes/Category22009 Form 990PF Tax
TaxesSchedule/Taxes/NetInvestmentIncome058
TaxesSchedule/Taxes/NetInvestmentIncome154
TaxesSchedule/Taxes/NetInvestmentIncome2742
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0916406229
ReturnHeader/Filer/Name/BusinessNameLine10Roberta Gose Trust 00 3212 5
ReturnHeader/Filer/Name/BusinessNameLine20Baker Boyer Trust & Investment Services
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone05095252000
ReturnHeader/Filer/USAddress/AddressLine10PO Box 1796
ReturnHeader/Filer/USAddress/City0Walla Walla
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode099362
ReturnHeader/Officer/DateSigned02011-05-11
ReturnHeader/Officer/Name0JT Lieuallen
ReturnHeader/Officer/Title0Trust Officer
ReturnHeader/PreparerFirm/EIN0410746749
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LarsonAllen LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10101 W Poplar PO Box 998
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Walla Walla
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode099362
ReturnHeader/Preparer/Name0Michael A Dandrea CPA
ReturnHeader/Preparer/Phone05095251410
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-11T14:38:00-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$252,925
Liabilities
$0
Net assets
$252,925
Revenue
-
Expenses
$18,506
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.06$0.14$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.00$0.18$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.07$0.16$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.12$0.17$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.31$0.17$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.03$0.18$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.14$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.11$0.17$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.16$0.17$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.12$0.18$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.18$0.18$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.21$0.17$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.21
2012Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.19
2011Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.02
2010Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2010 filings • <$500k nonprofits