Civic Intelligence

Grace Epperson Testamentary Trust

990PF • Fiscal year 2023 • EIN 93-1262189

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

Organization Profile
16730 Alder CircleLake Oswego, OR 97034-5602

(503) 201-1000

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-293%

Higher net margin than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.6%

Faster asset growth than 39% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$278,814

Down $13,316 (-4.6%) from 2022

Net Assets

Down

$278,814

Down $13,316 (-4.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin5th percentile

Revenue

Up

$4,542

Up $11,521 (+165%) from 2022

Expenses

Down

$17,858

Down $1,801 (-9.2%) from 2022

Net Income

Up

-$13,316

Up $13,322 (+50%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2023

Assets$278,814
Liabilities$0
Net Assets$278,814
Open 2023 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

2023

Revenue$4,542
Expenses$17,858
Net Income-$13,316
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D MARICKTrustee-$0--
TAMARA F MARICKTrustee-$0--
MONSIGNOR GERARD O'CONNORTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Grace Epperson Testamentary Trust
EIN
93-1262189
Phone
5032011000
Address
16730 ALDER CIRCLE, LAKE OSWEGO, OR 97034-5602

Signing Officer

Name
John Marick
Title
Trustee
Phone
5032011000
Signed
2024-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
680 HAWTHORNE AVE SE 140, SALEM, OR 97301
Preparer
Ryan M Johnson CPA
Phone
5035857774
Raw XML Appendix322 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0269115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0321385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt08856
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB ST COVERED TRANSACTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB LT COVERED TRANSACTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN D MARICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TAMARA F MARICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MONSIGNOR GERARD O'CONNOR
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CARE FOR ANIMALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE TUITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OREGON HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST MARY'S CATHEDRAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 11364
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1111 NW 17TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197209
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016062
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015771
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015771
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0723
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0975
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09961
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0394
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0394
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012162
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0291
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0723
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0975
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09961
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016062
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0291
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012556
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012265
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0471
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/Amt149
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES - SCHWAB
TaxesSchedule/TaxesDetail/CategoryTxt1OR DEPT OF JUSTICE CT-12 FILING
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MARICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05032011000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRACE EPPERSON TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0931262189
ReturnHeader/Filer/PhoneNum05032011000
ReturnHeader/Filer/USAddress/AddressLine1Txt016730 ALDER CIRCLE
ReturnHeader/Filer/USAddress/CityNm0LAKE OSWEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0970345602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930623286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRICH CPAS AND ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0680 HAWTHORNE AVE SE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097301
ReturnHeader/PreparerPersonGrp/PhoneNum05035857774
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN M JOHNSON CPA
ReturnHeader/ReturnTs02024-05-07T15:15:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARICK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$278,814
Liabilities
$0
Net assets
$278,814
Revenue
$4,542
Expenses
$17,858
Net income
-$13,316
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