Civic Intelligence

Bernice M Rise Testamentary Trust

990PF • Fiscal year 2019 • EIN 93-6126351

Aug 01, 2018 to Jul 31, 2019 • Filed on Sep 03, 2019

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.

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-92%

Higher net margin than 7% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$1,750

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 33.4% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-6.1%

Faster asset growth than 33% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-38%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$73,990

Down $4,803 (-6.1%) from 2018

Net Assets

Down

$73,990

Down $4,803 (-6.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Down

$5,234

Down $3,253 (-38%) from 2018

Expenses

Up

$10,037

Up $142 (+1.4%) from 2018

Net Income

Down

-$4,803

Down $3,395 (-241%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2019

Assets$73,990
Liabilities$0
Net Assets$73,990
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

2019

Revenue$5,234
Expenses$10,037
Net Income-$4,803
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Sep 3, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PIONEER TRUST BANK NATrustee-$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
2019-09-03
Raw XML Appendix341 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11890
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21890
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Luther College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOREST CITY PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Vesterheim Norwegian American Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0C/O FINANCE DEPT FOREST CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1MUNICIPAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 379
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Decorah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FOREST CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Decorah
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05612
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
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05669
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05612
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05669
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSE (NON-DEDUCTIBLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01750
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/Amt172
TaxesSchedule/TaxesDetail/Amt228
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FED EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2OREGON FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHALL OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Tax Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05033633136
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNICE M RISE TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RISE
ReturnHeader/Filer/EIN0936126351
ReturnHeader/Filer/PhoneNum05033633136
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2305
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0973082305
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03CC6D1B68B3F305BD27A48D1EEA8C13C21DFA3E9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03CC6D1B68B3F305BD27A48D1EEA8C13C21DFA3E9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.200.212.6
ReturnHeader/ReturnTs02019-09-04T15:00:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,990
Liabilities
$0
Net assets
$73,990
Revenue
$5,234
Expenses
$10,037
Net income
-$4,803
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
2019Detailed filing. Detailed filing data is available for this year.$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