Civic Intelligence

Roberta Gose Trust Baker Boyer Bank Wealth Management

990PF • Fiscal year 2019 • EIN 91-6406229

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 14, 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

80th percentile

$2,710

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

23%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$230,615

Down $3,267 (-1.4%) from 2018

Net Assets

Down

$230,615

Down $3,267 (-1.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Up

$13,737

Up $2,613 (+23%) from 2018

Expenses

Down

$17,005

Down $317 (-1.8%) from 2018

Net Income

Up

-$3,268

Up $2,930 (+47%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2019

Assets$230,615
Liabilities$0
Net Assets$230,615
Open 2019 Filing

Operations Trend

Revenue Growth76th 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

2019

Revenue$13,737
Expenses$17,005
Net Income-$3,268
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,710-$2,710
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
2019-08-14

Preparer

Firm
Tkcpa Pllc
Address
5 WEST ALDER SUITE 215, WALLA WALLA, WA 99362
Preparer
Kristal a Hassler
Phone
5095290941
Raw XML Appendix318 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/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02017
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BAKER BOYER BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1796
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WALLA WALLA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd099362
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05095252000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS OF CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST CONGREGATIONAL CRCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0S PALOUSE E ALDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WALLA WALLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd099362
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012220
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013522
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011412
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013522
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0358
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011412
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013880
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WASHINGTON SEC. OF STATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ADJUSTMENTS TO COST BASIS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01168
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01168
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/CategoryTxt0U.S. TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0150
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BAKER BOYER WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05095252000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-14
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/AtSubmissionCreationDeviceId0648C8AD4B4919CE9EA9754D96F8D5D1D695341EB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F6566B84D79D6CA44EC4D05B5CF094878D71A4D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:06:33
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/PreparationDt02019-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTAL A HASSLER
ReturnHeader/ReturnTs02019-08-15T13:06:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,615
Liabilities
$0
Net assets
$230,615
Revenue
$13,737
Expenses
$17,005
Net income
-$3,268
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