Civic Intelligence

Layton Edith Roehlk and Donna Belle Mann Trust

990PF • Fiscal year 2016 • EIN 93-1274667

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 23, 2017

Organization Profile
PO Box 250Pendleton, OR 97801

(541) 276-0121

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

79th percentile

$2,945

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 31.5% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

3.1%

Faster asset growth than 56% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

127%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$186,518

Up $5,638 (+3.1%) from 2015

Net Assets

Up

$186,518

Up $5,638 (+3.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin94th percentile

Revenue

Up

$9,364

Up $5,244 (+127%) from 2015

Expenses

Down

$3,726

Down $19,611 (-84%) from 2015

Net Income

Up

$5,638

Up $24,855 (+129%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$400K$300K$200K$100K$0Assets 2010: $302,491Liabilities 2010: $0Net Assets 2010: $302,4912010Assets 2011: $215,015Liabilities 2011: $0Net Assets 2011: $215,0152011Assets 2012: $197,234Liabilities 2012: $02012Assets 2013: $206,172Liabilities 2013: $0Net Assets 2013: $206,1722013Assets 2014: $200,097Liabilities 2014: $02014Assets 2015: $180,880Liabilities 2015: $0Net Assets 2015: $180,8802015Assets 2016: $186,518Liabilities 2016: $0Net Assets 2016: $186,5182016Assets 2017: $187,720Liabilities 2017: $0Net Assets 2017: $187,7202017Assets 2018: $193,993Liabilities 2018: $0Net Assets 2018: $221,7652018Assets 2019: $198,120Liabilities 2019: $0Net Assets 2019: $198,1202019Assets 2020: $204,965Liabilities 2020: $0Net Assets 2020: $204,9652020Assets 2021: $205,051Liabilities 2021: $0Net Assets 2021: $205,0512021Assets 2022: $212,153Liabilities 2022: $0Net Assets 2022: $212,1532022Assets 2023: $206,098Liabilities 2023: $0Net Assets 2023: $206,0982023Assets 2024: $211,309Liabilities 2024: $0Net Assets 2024: $211,3092024

Highlighted filing

2016

Assets$186,518
Liabilities$0
Net Assets$186,518
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $20,3372010Expenses 2011: $10,3802011Revenue 2012: $7,056Expenses 2012: $22,405Net Income 2012: -$15,3492012Revenue 2013: $15,392Expenses 2013: $6,454Net Income 2013: $8,9382013Revenue 2014: $14,532Expenses 2014: $20,607Net Income 2014: -$6,0752014Revenue 2015: $4,120Expenses 2015: $23,337Net Income 2015: -$19,2172015Revenue 2016: $9,364Expenses 2016: $3,726Net Income 2016: $5,6382016Revenue 2017: $11,806Expenses 2017: $10,604Net Income 2017: $1,2022017Revenue 2018: $43,040Expenses 2018: $8,885Net Income 2018: $34,1552018Revenue 2019: $10,382Expenses 2019: $6,255Net Income 2019: $4,1272019Revenue 2020: $15,033Expenses 2020: $8,188Net Income 2020: $6,8452020Revenue 2021: $9,594Expenses 2021: $9,508Net Income 2021: $862021Revenue 2022: $14,612Expenses 2022: $7,510Net Income 2022: $7,1022022Revenue 2023: $15,360Expenses 2023: $21,415Net Income 2023: -$6,0552023Revenue 2024: $20,932Expenses 2024: $15,721Net Income 2024: $5,2112024

Highlighted filing

2016

Revenue$9,364
Expenses$3,726
Net Income$5,638
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,945-$2,945
Filing and Contact Details

Filer

Filer Name
Layton Edith Roehlk & Donna Bell
EIN
93-1274667
Phone
5412760121
Address
PO BOX 250, PENDLETON, OR 97801

Signing Officer

Name
Annette D Matlock
Title
Trustee
Phone
5412760121
Signed
2017-03-23

Preparer

Firm
Jenson & Spratling Llp
Address
PO BOX 550, PENDLETON, OR 97801
Preparer
Charles D Jenson
Phone
5412782840
Raw XML Appendix211 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0186334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0320933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0LASALLE ST SECURITIES LLC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04042
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05638
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0186518
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0180880
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0186518
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0187
IRS990PF/DistributableAmountGrp/TotalTaxAmt0187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0187
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0187
IRS990PF/FMVAssetsEOYAmt0320933
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0180
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0180700
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0180880
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0186518
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0180880
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0320933
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0180880
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0186518
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0180880
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0186518
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0360
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0180
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0180
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0355
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0ANNETTE D MATLOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02945
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt075 SW BYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PENDLETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097801
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045527
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0355
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.182109
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt075 SE BYERS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PENDLETON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097801
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BRIDGET VAN CLEAVE
IRS990PF/StatementsRegardingActyGrp/PhoneNum05412760121
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04705
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02272
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02272
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05556
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0851
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04705
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07828
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07828
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt028
TaxesSchedule/TaxesDetail/Amt1243
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF OREGON
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID ON INVESTMENT
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNETTE D MATLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05412760121
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAYTON EDITH ROEHLK & DONNA BELL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MATLOCK
ReturnHeader/Filer/BusinessNameControlTxt0LAYT
ReturnHeader/Filer/EIN0931274667
ReturnHeader/Filer/PhoneNum05412760121
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 250
ReturnHeader/Filer/USAddress/CityNm0PENDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F6B1492685D8AEA9D6A496C750547BC63B571374
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB6DDC0692C20435BD39B16CF122DF217000C270
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204012488
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENSON & SPRATLING LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PENDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097801
ReturnHeader/PreparerPersonGrp/PhoneNum05412782840
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES D JENSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-04-06T01:19:29+00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186,518
Liabilities
$0
Net assets
$186,518
Revenue
$9,364
Expenses
$3,726
Net income
$5,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.21$0.16$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.15$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.15$0.08$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.10$0.10$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.15$0.08$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.10$0.06$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.94$0.00$2.22$0.43$0.09$0.34
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.12$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.09$0.04$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.04$0.23$0.19
2014Summary only. Only limited summary data is available for this year.$2.00$0.00$0.15$0.21$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.15$0.06$0.09
2012Summary only. Only limited summary data is available for this year.$1.97$0.00$0.07$0.22$0.15
2011Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.10
2010Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.20