Civic Intelligence

Grace Epperson Testamentary Trust

990PF • Fiscal year 2012 • EIN 93-1262189

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization Profile
4045 SW Melissa Drive97034
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

64th percentile

7.0%

Faster asset growth than 64% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$468,795

Up $30,540 (+7.0%) from 2011

Net Assets

Up

$468,795

Up $46,212 (+11%) from 2011

Liabilities

Down

$0

Down $15,672 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$18,128

Down $14,234 (-44%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

2012

Assets$468,795
Liabilities$0
Net Assets$468,795
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$18,128
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay82nd percentile

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$6,462
Paid Grant-PROVIDE TUITIONACTIVEPORTLAND, OR, US$6,462
Filing and Contact Details

Filer

EIN
93-1262189
Raw XML Appendix396 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2Wasatch Long Short FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3S1 FD CL I: Sonex
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4Matthews Pacific Tiger
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ING Global Real Estate
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8Arbitrage Fund
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9Absolute Strategies Fund
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13Franklin Floating Rate
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15WISCONSIN ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16WASTE MGMT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19UNITED PARCEL SERVICE CL B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock213M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23STAPLES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24SPECTRA ENERGY CORP
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26PEOPLES UNITED FINCL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30JOHNSON CONTROLS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31INTERNATIONAL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32H J HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34E I DU PONT DE NEMOURS & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36CONOCOPHILLIPS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38BHP BILLITON PLC SPONSERED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40AMERICAN ELECTRIC POWER CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43ABBOTT LABORATORIES
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55INTEL CORP
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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/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OR
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/PayCompensationToDsqflyPerson0false
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/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount06462
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount16462
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CARE FOR ANIMALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROVIDE TUITION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10OREGON HUMANE SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0ACTIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1ACTIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0ST MARY'S CATHEDRAL SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 11364
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11111 NW 17TH AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode097211
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode197209
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear012924
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/AppliedToCurrentYear012924
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted021736
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101184
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2013693
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear302493
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus08812
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY08812
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear08558
IRS990PF/UndistributedIncome/ExcessFromYear101184
IRS990PF/UndistributedIncome/ExcessFromYear207374
IRS990PF/UndistributedIncome/QualifyingDistributions012924
IRS990PF/UndistributedIncome/TotalCorpus08558
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover017370
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome01551
LegalFeesSchedule/LegalFees/Amount01551
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome01551
OtherDecreasesSchedule/OtherDecreases/Amount05802
OtherDecreasesSchedule/OtherDecreases/Amount11138
OtherDecreasesSchedule/OtherDecreases/Description0UNREALIZED GAIN/LOSS
OtherDecreasesSchedule/OtherDecreases/Description1FEDERAL TAXES
OtherIncomeSchedule2/OtherIncome/Description0Other Investment Income
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks02514
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome01800
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01800
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0SMITH BARNEY INVESTMENT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01800
TaxesSchedule/Taxes/AdjustedNetIncome0101
TaxesSchedule/Taxes/Amount0101
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/NetInvestmentIncome0101
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0931262189
ReturnHeader/Filer/Name/BusinessNameLine10GRACE EPPERSON TESTAMENTARY TRUST
ReturnHeader/Filer/NameControl0GRAC
ReturnHeader/Filer/Phone05032223531
ReturnHeader/Filer/USAddress/AddressLine104045 SW MELISSA DRIVE
ReturnHeader/Filer/USAddress/City0LAKE OSWEGO
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097034
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0JOHN D MARICK
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ODonnell & Associates PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104730 SW Macadam Avenue Suite 202
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Portland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode097239
ReturnHeader/Preparer/Name0Stephen R O'Donnell
ReturnHeader/Preparer/Phone05032930308
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T10:57:06-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$468,795
Liabilities
$0
Net assets
$468,795
Revenue
-
Expenses
$18,128
Net income
-
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