Civic Intelligence

Grace Epperson Testamentary Trust

990PF • Fiscal year 2011 • EIN 93-1262189

Jan 01, 2011 to Dec 31, 2011 • Filed on May 10, 2012

4045 SW Melissa Drive97034
Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$438,255

No earlier filing loaded for comparison.

Net Assets

$422,583

No earlier filing loaded for comparison.

Liabilities

$15,672

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$32,362

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $438,255Liabilities 2011: $15,672Net Assets 2011: $422,5832011Assets 2012: $468,795Liabilities 2012: $0Net Assets 2012: $468,7952012Assets 2013: $443,758Liabilities 2013: $0Net Assets 2013: $443,7582013Assets 2014: $428,690Liabilities 2014: $0Net Assets 2014: $428,6902014Assets 2015: $409,545Liabilities 2015: $0Net Assets 2015: $409,5452015Assets 2016: $368,877Liabilities 2016: $0Net Assets 2016: $368,8772016Assets 2017: $355,772Liabilities 2017: $0Net Assets 2017: $355,7722017Assets 2018: $344,928Liabilities 2018: $0Net Assets 2018: $344,9282018Assets 2019: $326,839Liabilities 2019: $0Net Assets 2019: $326,8392019Assets 2020: $328,524Liabilities 2020: $0Net Assets 2020: $328,5242020Assets 2021: $318,768Liabilities 2021: $0Net Assets 2021: $318,7682021Assets 2022: $292,130Liabilities 2022: $0Net Assets 2022: $292,1302022Assets 2023: $278,814Liabilities 2023: $0Net Assets 2023: $278,8142023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2011

Assets$438,255
Liabilities$15,672
Net Assets$422,583

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $32,3622011Expenses 2012: $18,1282012Revenue 2013: $8,825Expenses 2013: $32,378Net Income 2013: -$23,5532013Revenue 2014: $13,089Expenses 2014: $28,157Net Income 2014: -$15,0682014Revenue 2015: $5,658Expenses 2015: $24,803Net Income 2015: -$19,1452015Revenue 2016: -$18,942Expenses 2016: $23,326Net Income 2016: -$42,2682016Revenue 2017: $10,580Expenses 2017: $23,685Net Income 2017: -$13,1052017Revenue 2018: $12,142Expenses 2018: $22,986Net Income 2018: -$10,8442018Revenue 2019: $13,603Expenses 2019: $31,692Net Income 2019: -$18,0892019Revenue 2020: $23,386Expenses 2020: $21,701Net Income 2020: $1,6852020Revenue 2021: $15,871Expenses 2021: $25,627Net Income 2021: -$9,7562021Revenue 2022: -$6,979Expenses 2022: $19,659Net Income 2022: -$26,6382022Revenue 2023: $4,542Expenses 2023: $17,858Net Income 2023: -$13,3162023Revenue 2024: $38,513Expenses 2024: $323,050Net Income 2024: -$284,5372024

Highlighted filing

2011

Revenue-
Expenses$32,362
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 10, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FATHER GEORGE WOLFTrustee-$0--
TAMARA F MARICKTrustee-$0--
JOHN D MARICKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOREGON HUMANE SOCIETYCARE FOR ANIMALSACTIVEPORTLAND, OR, US$11,533
Paid Grant-PROVIDE TUITIONACTIVEPORTLAND, OR, US$11,533
Filing and Contact Details

Filer

EIN
93-1262189
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0403896
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0438255
IRS990PF/BalanceSheets/TotalNetAssetsBOY0389340
IRS990PF/BalanceSheets/TotalNetAssetsEOY0422583
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome056086
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses033658
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0417
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases02
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0423000
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0389340
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0422583
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted021882
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj021882
IRS990PF/DistributableAmount/DistributableAmountBeforeDed021882
IRS990PF/DistributableAmount/MinimumInvestmentReturn023016
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01134
IRS990PF/DistributableAmount/TotalTax01134
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment04
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01134
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01138
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0470110
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0467332
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances04008
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0463324
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable07010
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn023016
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0460322
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0467332
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0FATHER GEORGE WOLF
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1TAMARA F MARICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JOHN D MARICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10110 NW 17TH AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine114045 SW MELISSA DR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine124045 SW MELISSA DR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PORTLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1LAKE OSWEGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LAKE OSWEGO
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode2970347205
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct027806
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets027239
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.05917
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.08064
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.05685
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.06004
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.05174
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.04660
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20363775
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30476756
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40572134
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50548017
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions023066
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1035077
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2020682
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3028622
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4029602
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5025538
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.29587
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions023066
IRS990PF/QualifyingDistributions/ExpensesAndContributions023066
IRS990PF/QualifyingDistributions/QualifyingDistributions023066
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber08
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber14
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0GAIN ON SALE OF ASSETS INCREASED INVESTMENTS USED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE BENEFICIARIES.
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1INCOME FROM INTEREST AND DIVIDENDS IS USED TO PAY FOR EXPENSES RELATED TO THE ADMINISTRATION OF THE CHARITABLE TRUST.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10GARY COMPA ATTORNEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05032223531
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10520 SW YAMHILL STREET 600
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PORTLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0972041329
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.39$3.23$2.85
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.05$0.18$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.07$0.20$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.16$0.26$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.23$0.22$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.14$0.32$0.18
2018Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.12$0.23$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.11$0.24$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.19$0.23$0.42
2015Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.06$0.25$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.13$0.28$0.15
2013Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.09$0.32$0.24
2012Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.18
2011Detailed filing. Detailed filing data is available for this year.$4.38$0.16$4.23$0.32