Civic Intelligence

Grace Epperson Testamentary Trust

990PF • Fiscal year 2013 • EIN 93-1262189

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization Profile
4045 SW Melissa Drive97034

(503) 222-3531

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

4th percentile

-267%

Higher net margin than 4% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

33rd percentile

-5.3%

Faster asset growth than 33% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$443,758

Down $25,037 (-5.3%) from 2012

Net Assets

Down

$443,758

Down $25,037 (-5.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

$8,825

No earlier filing loaded for comparison.

Expenses

Up

$32,378

Up $14,250 (+79%) from 2012

Net Income

-$23,553

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2013

Assets$443,758
Liabilities$0
Net Assets$443,758
Open 2013 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

2013

Revenue$8,825
Expenses$32,378
Net Income-$23,553
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D MARICKTrustee-$0--
TAMARA F MARICKTrustee-$0--
MONSIGNOR PATRICK BRENNANTrustee-$0--
Filing and Contact Details

Filer

EIN
93-1262189
Phone
5032223531

Signing Officer

Name
John D Marick
Title
Trustee
Signed
2014-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
Stephen R O'Donnell
Phone
5032930308
Raw XML Appendix350 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN D MARICK
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IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10520 SW YAMHILL STREET 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0972041329
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10GARY COMPA ATTORNEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum05032223531
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013794
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113794
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE TUITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CARE FOR ANIMALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10OREGON HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ST MARY'S CATHEDRAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10111 NW 17TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO BOX 11364
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode097209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode197211
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027588
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/AppliedToCurrentYearAmt022384
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022384
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01184
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07374
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013762
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05204
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01184
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07374
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027588
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05204
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013762
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08558
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0825
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0825
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0825
OtherDecreasesSchedule/OtherDecreasesDetail/Amount01283
OtherDecreasesSchedule/OtherDecreasesDetail/Description0FEDERAL TAXES
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01824
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0361
OtherIncreasesSchedule/OtherIncreasesDetail/Description0TAX EXEMPT INTEREST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01993
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01993
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01993
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0112
TaxesSchedule/TaxesDetail/Amt0112
TaxesSchedule/TaxesDetail/CategoryTxt0OREGON 2012-CT-12
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0112
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D MARICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10GRACE EPPERSON TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0931262189
ReturnHeader/Filer/PhoneNum05032223531
ReturnHeader/Filer/USAddress/AddressLine104045 SW MELISSA DRIVE
ReturnHeader/Filer/USAddress/City0LAKE OSWEGO
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ODonnell & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104730 SW Macadam Avenue Suite 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097239
ReturnHeader/PreparerPersonGrp/PhoneNum05032930308
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen R O'Donnell
ReturnHeader/ReturnTs02014-05-14T12:52:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$443,758
Liabilities
$0
Net assets
$443,758
Revenue
$8,825
Expenses
$32,378
Net income
-$23,553
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