Civic Intelligence

Bernice M Rise Testamentary Trust

990PF • Fiscal year 2012 • EIN 93-6126351

Aug 01, 2011 to Jul 31, 2012 • Filed on Nov 26, 2012

Organization Profile
PO Box 230597308-2305
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

94th percentile

$4,168

Higher top officer pay than 94% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

37th percentile

-4.1%

Faster asset growth than 37% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$88,972

Down $3,786 (-4.1%) from 2011

Net Assets

Down

$88,972

Down $3,786 (-4.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$10,583

Down $7,626 (-42%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$100K$50K$0Assets 2011: $92,758Liabilities 2011: $0Net Assets 2011: $92,7582011Assets 2012: $88,972Liabilities 2012: $0Net Assets 2012: $88,9722012Assets 2013: $91,136Liabilities 2013: $0Net Assets 2013: $91,1362013Assets 2014: $85,983Liabilities 2014: $0Net Assets 2014: $85,9832014Assets 2015: $89,754Liabilities 2015: $0Net Assets 2015: $89,7542015Assets 2016: $84,213Liabilities 2016: $0Net Assets 2016: $84,2132016Assets 2017: $80,201Liabilities 2017: $0Net Assets 2017: $80,2012017Assets 2018: $78,793Liabilities 2018: $0Net Assets 2018: $78,7932018Assets 2019: $73,990Liabilities 2019: $0Net Assets 2019: $73,9902019Assets 2020: $71,287Liabilities 2020: $0Net Assets 2020: $71,2872020Assets 2021: $75,281Liabilities 2021: $0Net Assets 2021: $75,2812021Assets 2022: $75,024Liabilities 2022: $0Net Assets 2022: $75,0242022Assets 2023: $75,131Liabilities 2023: $0Net Assets 2023: $75,1312023Assets 2024: $74,361Liabilities 2024: $1,390Net Assets 2024: $72,9712024Assets 2025: $74,768Liabilities 2025: $0Net Assets 2025: $74,7682025

Highlighted filing

2012

Assets$88,972
Liabilities$0
Net Assets$88,972
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KExpenses 2011: $18,2092011Expenses 2012: $10,5832012Expenses 2013: $8,0192013Revenue 2014: $5,172Expenses 2014: $10,325Net Income 2014: -$5,1532014Revenue 2015: $14,012Expenses 2015: $10,241Net Income 2015: $3,7712015Revenue 2016: $4,833Expenses 2016: $10,374Net Income 2016: -$5,5412016Revenue 2017: $5,871Expenses 2017: $9,883Net Income 2017: -$4,0122017Revenue 2018: $8,487Expenses 2018: $9,895Net Income 2018: -$1,4082018Revenue 2019: $5,234Expenses 2019: $10,037Net Income 2019: -$4,8032019Revenue 2020: $7,659Expenses 2020: $10,362Net Income 2020: -$2,7032020Revenue 2021: $13,510Expenses 2021: $9,516Net Income 2021: $3,9942021Revenue 2022: $10,279Expenses 2022: $10,536Net Income 2022: -$2572022Revenue 2023: $10,711Expenses 2023: $10,627Net Income 2023: $842023Revenue 2024: $8,370Expenses 2024: $9,658Net Income 2024: -$1,2882024Revenue 2025: $10,651Expenses 2025: $9,726Net Income 2025: $9252025

Highlighted filing

2012

Revenue-
Expenses$10,583
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2011 to Jul 31, 2012
Signed
Nov 26, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PIONEER TRUST BANK NATrustee-$4,168-$4,168
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLuther CollegeJACOB A & SARAH RONBERG RISE COLLECTIONEDUCATIONALDecorah, IA, US$3,190
Paid GrantVesterheim Norwegian American MuseumJACOB A & SARAH RONBERG RISE COLLECTIONNON-PROFITDecorah, IA, US$3,190
Filing and Contact Details

Filer

EIN
93-6126351
Raw XML Appendix340 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/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0JACOB A & SARAH RONBERG RISE COLLECTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1JACOB A & SARAH RONBERG RISE COLLECTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Luther College
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Vesterheim Norwegian American Museum
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10700 COLLEGE DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 379
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Decorah
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Decorah
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode052101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode152101
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear06380
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear02235
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear104145
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted05895
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions06380
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY03660
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear04145
OtherIncomeSchedule2/OtherIncome/Description0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0151
TaxesSchedule/Taxes/Amount01
TaxesSchedule/Taxes/Amount119
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1OTHER TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0936126351
ReturnHeader/Filer/Name/BusinessNameLine10BERNICE M RISE TESTAMENTARY TRUST
ReturnHeader/Filer/NameControl0RISE
ReturnHeader/Filer/Phone05033633136
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2305
ReturnHeader/Filer/USAddress/City0SALEM
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode0973082305
ReturnHeader/Officer/DateSigned02012-11-26
ReturnHeader/Officer/Name0MARSHALL OLSON
ReturnHeader/Officer/Phone05033633136
ReturnHeader/Officer/Title0Tax Officer
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-08-01
ReturnHeader/TaxPeriodEndDate02012-07-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-28T15:42:00-06:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,972
Liabilities
$0
Net assets
$88,972
Revenue
-
Expenses
$10,583
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$74.8$0.00$74.8$10.7$9.73$0.93
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.4$1.39$73.0$8.37$9.66$1.29
2023Detailed filing. Detailed filing data is available for this year.$75.1$0.00$75.1$10.7$10.6$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.0$0.00$75.0$10.3$10.5$0.26
2021Detailed filing. Detailed filing data is available for this year.$75.3$0.00$75.3$13.5$9.52$3.99
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.3$0.00$71.3$7.66$10.4$2.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.0$0.00$74.0$5.23$10.0$4.80
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.8$0.00$78.8$8.49$9.90$1.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.2$0.00$80.2$5.87$9.88$4.01
2016Detailed filing. Detailed filing data is available for this year.$84.2$0.00$84.2$4.83$10.4$5.54
2015Detailed filing. Detailed filing data is available for this year.$89.8$0.00$89.8$14.0$10.2$3.77
2014Detailed filing. Detailed filing data is available for this year.$86.0$0.00$86.0$5.17$10.3$5.15
2013Detailed filing. Detailed filing data is available for this year.$91.1$0.00$91.1$8.02
2012Detailed filing. Detailed filing data is available for this year.$89.0$0.00$89.0$10.6
2011Detailed filing. Detailed filing data is available for this year.$92.8$0.00$92.8$18.2