Civic Intelligence

Roberta Gose Trust Baker Boyer Bank Wealth Management

990PF • Fiscal year 2017 • EIN 91-6406229

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization Profile
PO Box 1796Walla Walla, WA 99362

(509) 525-2000

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$2,786

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

44th percentile

-0.8%

Faster asset growth than 44% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$240,078

Down $1,871 (-0.8%) from 2016

Net Assets

Down

$240,078

Down $1,871 (-0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin23rd percentile

Revenue

Up

$15,530

Up $3,677 (+31%) from 2016

Expenses

Down

$17,401

Down $506 (-2.8%) from 2016

Net Income

Up

-$1,871

Up $4,183 (+69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2017

Assets$240,078
Liabilities$0
Net Assets$240,078
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

2017

Revenue$15,530
Expenses$17,401
Net Income-$1,871
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$2,786-$2,786
Filing and Contact Details

Filer

Filer Name
Roberta Gose Trust
EIN
91-6406229
Phone
5095252000
Address
PO BOX 1796, WALLA WALLA, WA 99362

Signing Officer

Name
Baker Boyer Wealth Management
Title
Trustee
Phone
5095252000
Signed
2017-11-09

Preparer

Firm
Tkcpa Pllc
Address
5 WEST ALDER SUITE 215, WALLA WALLA, WA 99362
Preparer
Kristal a Hassler
Phone
5095290941
Raw XML Appendix259 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012786
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01200
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015820
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013986
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03034
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01200
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WASHINGTON SEC. OF STATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt0171
TaxesSchedule/TaxesDetail/CategoryTxt0U.S. TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0171
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BAKER BOYER WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05095252000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERTA GOSE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BAKER BOYER WEALTH MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0916406229
ReturnHeader/Filer/PhoneNum05095252000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1796
ReturnHeader/Filer/USAddress/CityNm0WALLA WALLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd099362
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03B6C3453B7738FCAC58C476F75E7199F568429FC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0898C1895B8F201315E3AD013D20E33E4FB790411
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911912491
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TKCPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 WEST ALDER SUITE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLA WALLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099362
ReturnHeader/PreparerPersonGrp/PhoneNum05095290941
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTAL A HASSLER
ReturnHeader/ReturnTs02017-11-09T08:48:17-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,078
Liabilities
$0
Net assets
$240,078
Revenue
$15,530
Expenses
$17,401
Net income
-$1,871
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