Civic Intelligence

Helen Pearce Living Trust

990PF • Fiscal year 2022 • EIN 93-6024155

Sep 01, 2021 to Aug 31, 2022 • Filed on Nov 29, 2022

Organization Profile
P O Box 2305Salem, OR 97308-2305

(503) 363-3136

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

50th percentile

$12,334

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

61st percentile

3.3%

Faster asset growth than 61% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,240,611

Up $39,735 (+3.3%) from 2021

Net Assets

Up

$1,240,611

Up $39,735 (+3.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin74th percentile

Revenue

Down

$153,145

Down $20,618 (-12%) from 2021

Expenses

Up

$114,992

Up $8,612 (+8.1%) from 2021

Net Income

Down

$38,153

Down $29,230 (-43%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,246,924Liabilities 2011: $0Net Assets 2011: $1,246,9242011Assets 2012: $1,197,836Liabilities 2012: $12012Assets 2013: $1,158,012Liabilities 2013: $0Net Assets 2013: $1,158,0122013Assets 2014: $1,114,191Liabilities 2014: $0Net Assets 2014: $1,114,1912014Assets 2015: $1,085,517Liabilities 2015: $02015Assets 2016: $1,070,791Liabilities 2016: $02016Assets 2017: $1,076,028Liabilities 2017: $0Net Assets 2017: $1,076,0282017Assets 2018: $1,109,105Liabilities 2018: $0Net Assets 2018: $1,109,1052018Assets 2019: $1,081,121Liabilities 2019: $0Net Assets 2019: $1,081,1212019Assets 2020: $1,133,457Liabilities 2020: $0Net Assets 2020: $1,133,4572020Assets 2021: $1,200,876Liabilities 2021: $0Net Assets 2021: $1,200,8762021Assets 2022: $1,240,611Liabilities 2022: $0Net Assets 2022: $1,240,6112022Assets 2023: $1,251,706Liabilities 2023: $0Net Assets 2023: $1,251,7062023Assets 2024: $1,310,310Liabilities 2024: $45,719Net Assets 2024: $1,264,5912024Assets 2025: $1,301,854Liabilities 2025: $0Net Assets 2025: $1,301,8542025

Highlighted filing

2022

Assets$1,240,611
Liabilities$0
Net Assets$1,240,611
Open 2022 Filing

Operations Trend

Revenue Growth31st percentile

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

$200K$100K$0-$100KExpenses 2011: $88,3982011Revenue 2012: $38,047Expenses 2012: $87,135Net Income 2012: -$49,0882012Expenses 2013: $87,7082013Revenue 2014: $49,798Expenses 2014: $93,619Net Income 2014: -$43,8212014Revenue 2015: $69,645Expenses 2015: $98,319Net Income 2015: -$28,6742015Revenue 2016: $77,834Expenses 2016: $92,560Net Income 2016: -$14,7262016Revenue 2017: $96,528Expenses 2017: $91,291Net Income 2017: $5,2372017Revenue 2018: $127,608Expenses 2018: $94,531Net Income 2018: $33,0772018Revenue 2019: $69,790Expenses 2019: $98,004Net Income 2019: -$28,2142019Revenue 2020: $151,026Expenses 2020: $98,690Net Income 2020: $52,3362020Revenue 2021: $173,763Expenses 2021: $106,380Net Income 2021: $67,3832021Revenue 2022: $153,145Expenses 2022: $114,992Net Income 2022: $38,1532022Revenue 2023: $141,033Expenses 2023: $115,259Net Income 2023: $25,7742023Revenue 2024: $131,436Expenses 2024: $108,938Net Income 2024: $22,4982024Revenue 2025: $128,390Expenses 2025: $113,568Net Income 2025: $14,8222025

Highlighted filing

2022

Revenue$153,145
Expenses$114,992
Net Income$38,153
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Nov 29, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PIONEER TRUST BANK NATrustee-$12,334-$12,334
Filing and Contact Details

Filer

Filer Name
Helen Pearce
EIN
93-6024155
Phone
5033633136
Address
P O BOX 2305, SALEM, OR 97308-2305

Signing Officer

Name
Michelle Howell
Title
VP & Sr Mgr
Phone
5033633136
Signed
2022-11-29
Discuss with paid preparer
Yes

Preparer

Firm
Trust Processing Solutions
Address
PO BOX 894, SALEM, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
Raw XML Appendix348 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PIONEER TRUST BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum05033633136
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt043874
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt114625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt214625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt314625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PURCHASE BOOKS, LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SANCTUARY RENOVATIONS,
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAM ENRICHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROGRAM ENRICHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Willamette University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1First Presbyterian Church of Salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2St Francis Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Willamette Heritage Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONPROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONPROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0OFFICE OF GIFT PLANNING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1770 CHEMEKETA STREET NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21820 BERRY ST SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31313 MILL STREET SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Salem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3973016351
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt087749
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/AppliedToCurrentYearAmt02
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt087747
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt087749
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt089987
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt087747
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSE (NON-DEDUCTIBLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012116
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01582
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CTF FISCAL YEAR ADJ
TaxesSchedule/TaxesDetail/Amt0168
TaxesSchedule/TaxesDetail/Amt11589
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE HOWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & SR MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum05033633136
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN PEARCE
ReturnHeader/Filer/BusinessNameControlTxt0PEAR
ReturnHeader/Filer/EIN0936024155
ReturnHeader/Filer/PhoneNum05033633136
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2305
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0973082305
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010604131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451500894
ReturnHeader/PreparerPersonGrp/PhoneNum05137748805
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG HART
ReturnHeader/ReturnTs02022-11-29T10:00:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,240,611
Liabilities
$0
Net assets
$1,240,611
Revenue
$153,145
Expenses
$114,992
Net income
$38,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.13$0.11$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.05$1.26$0.13$0.11$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.14$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.15$0.11$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.17$0.11$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.15$0.10$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.07$0.10$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.13$0.09$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.10$0.09$0.01
2016Summary only. Only limited summary data is available for this year.$1.07$0.00$0.08$0.09$0.01
2015Summary only. Only limited summary data is available for this year.$1.09$0.00$0.07$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.09$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.09
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$0.04$0.09$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.09
Peer Organizations

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