Bernice M Rise Testamentary Trust

990PF • Fiscal year 2018 • EIN 93-6126351

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 05, 2018

Organization Profile

PO Box 2305Salem, OR 97308-2305

(503) 363-3136

Siviq Scores

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

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

-17%

Higher net margin than 20% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

$1,750

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

-1.8%

Faster asset growth than 42% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

45%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$78,793

Down $1,408 (-1.8%) from 2017

Net Assets

Down

$78,793

Down $1,408 (-1.8%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin20th percentile

Revenue

$8,487

Up $2,616 (+45%) from 2017

Expenses

$9,895

Up $12 (+0.1%) from 2017

Net Income

-$1,408

Up $2,604 (+65%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

Highlighted filing

2018

Assets$78,793

Liabilities$0

Net Assets$78,793

Open 2018 Filing

Operations Trend

Revenue Growth85th percentile

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

Highlighted filing

2018

Revenue$8,487

Expenses$9,895

Net Income-$1,408

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2017 to Jul 31, 2018
Signed: Dec 5, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PIONEER TRUST BANK NA	Trustee	-	$1,750	-	$1,750

Filing and Contact Details

Filer

Filer Name: Bernice M Rise Testamentary Trust
EIN: 93-6126351
Phone: 5033633136
Address: PO BOX 2305, SALEM, OR 97308-2305

Signing Officer

Name: Marshall Olson
Title: Tax Officer
Phone: 5033633136
Signed: 2018-12-05

Raw XML Appendix335 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
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	14
AccountingFeesSchedule/AccountingFeesDetail/Amt	1	750
AccountingFeesSchedule/AccountingFeesDetail/Amt	2	1750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	AUDIT & ACCOUNTING FEES (ALLOC
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	1	TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	2	INVESTMNT MNGMNT FEES (NON-DED
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	14
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	1	750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	2	1750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	42722
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	36071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	FIXED INCOME COMMON TRUST FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	STOCK COMMON TRUST FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	45848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	68434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	2263
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	5580
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	9895
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	8487
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	8487
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	4264
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	4315
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt	0	0
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	1542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	3045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	2420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	458
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	458
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	3000
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	5670
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	PIONEER TRUST BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5033633136
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	2790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	JACOB A & SARAH RONBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	JACOB A & SARAH RONBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Luther College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Vesterheim Norwegian American Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	700 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 379
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Decorah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Decorah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	52101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	52101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	5580
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	5579
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	5670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	5580
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	5669
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	5579
TaxesSchedule/TaxesDetail/Amt	0	9
TaxesSchedule/TaxesDetail/Amt	1	14
TaxesSchedule/TaxesDetail/Amt	2	28
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FED EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	OREGON FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	0
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARSHALL OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Tax Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5033633136
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BERNICE M RISE TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	RISE
ReturnHeader/Filer/EIN	0	936126351
ReturnHeader/Filer/PhoneNum	0	5033633136
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 2305
ReturnHeader/Filer/USAddress/CityNm	0	SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OR
ReturnHeader/Filer/USAddress/ZIPCd	0	973082305
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	08939C0DFBA4118ED0422B915E51AEA531003695
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	08939C0DFBA4118ED0422B915E51AEA531003695
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	50.200.212.6
ReturnHeader/ReturnTs	0	2018-12-06T13:00:32-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-08-01
ReturnHeader/TaxPeriodEndDt	0	2018-07-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $78,793
Liabilities: $0
Net assets: $78,793
Revenue: $8,487
Expenses: $9,895
Net income: -$1,408

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2018Detailed filing. Detailed filing data is available for this year.	$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