Civic Intelligence

Layton Edith Roehlk and Donna Belle Mann Trust

990PF • Fiscal year 2018 • EIN 93-1274667

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 07, 2019

75 SE ByersPendleton, OR 97801

(541) 276-0121

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$193,993

Flat from 2018

Net Assets

Flat

$221,765

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$43,040

Flat from 2018

Expenses

Flat

$8,885

Flat from 2018

Net Income

Flat

$34,155

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$193,993
Liabilities$0
Net Assets$221,765

Operations Trend

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 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

2018

Revenue$43,040
Expenses$8,885
Net Income$34,155
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 7, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,588-$7,588
Filing and Contact Details

Filer

Filer Name
Layton Edith Roehlk & Donna Bell
EIN
93-1274667
Phone
5412760121
Address
75 SE BYERS, PENDLETON, OR 97801

Signing Officer

Name
Terri Spriet
Title
Trustee
Phone
5412760121
Signed
2019-02-07

Preparer

Firm
Jenson & Spratling Llp
Address
116 S MAIN ST STE 4, PENDLETON, OR 97801
Preparer
Charles D Jenson
Phone
5412782840
Raw XML Appendix237 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0260
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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
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KAREN FORD
IRS990PF/StatementsRegardingActyGrp/PhoneNum05412760121
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt0110
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TaxesSchedule/TaxesDetail/Amt039
TaxesSchedule/TaxesDetail/Amt1644
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF OREGON
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID ON INVESTMENT
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRI SPRIET
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ReturnHeader/BusinessOfficerGrp/PhoneNum05412760121
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAYTON EDITH ROEHLK & DONNA BELL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O TERRI L SPRIET
ReturnHeader/Filer/BusinessNameControlTxt0LAYT
ReturnHeader/Filer/EIN0931274667
ReturnHeader/Filer/PhoneNum05412760121
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ReturnHeader/FilingSecurityInformation/IPDt02019-03-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:29:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204012488
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENSON & SPRATLING LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116 S MAIN ST STE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PENDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097801
ReturnHeader/PreparerPersonGrp/PhoneNum05412782840
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES D JENSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-03-09T14:29:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
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