Civic Intelligence

Bernice M Rise Testamentary Trust

990PF • Fiscal year 2021 • EIN 93-6126351

Aug 01, 2020 to Jul 31, 2021 • Filed on Oct 20, 2021

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

73rd percentile

30%

Higher net margin than 73% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$1,700

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

5.6%

Faster asset growth than 53% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

76%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$75,281

Up $3,994 (+5.6%) from 2020

Net Assets

Up

$75,281

Up $3,994 (+5.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin73rd percentile

Revenue

Up

$13,510

Up $5,851 (+76%) from 2020

Expenses

Down

$9,516

Down $846 (-8.2%) from 2020

Net Income

Up

$3,994

Up $6,697 (+248%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2021

Assets$75,281
Liabilities$0
Net Assets$75,281
Open 2021 Filing

Operations Trend

Revenue Growth81st 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

2021

Revenue$13,510
Expenses$9,516
Net Income$3,994
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Oct 20, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PIONEER TRUST BANK NATrustee-$1,700-$1,700
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLuther CollegeJACOB A & SARAH RONBERGEDUCATIONALDecorah, IA, US$2,576
Paid GrantVesterheim Norwegian American MuseumJACOB A & SARAH RONBERGNON-PROFITDecorah, IA, US$2,576
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
2021-10-20
Raw XML Appendix311 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0700 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 379
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Decorah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Decorah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05152
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05152
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06041
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/QualifyingDistributionsAmt05152
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06041
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05152
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSE (NON-DEDUCTIBLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01700
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01700
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt151
TaxesSchedule/TaxesDetail/Amt240
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES (NOT SUBJECT TO $1
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHALL OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Tax Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05033633136
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-20
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/ReturnTs02021-10-20T16:00:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,281
Liabilities
$0
Net assets
$75,281
Revenue
$13,510
Expenses
$9,516
Net income
$3,994
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
Peer Organizations

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