Civic Intelligence

Alice Teater Trust 20064500

990 • Fiscal year 2013 • EIN 93-6152314

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 24, 2014

Organization ProfileN/A
C/O D Karnopp 1201 NW Wall StRoom/Suite 300Salem, OR 97701

(541) 382-3011

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

1st percentile

-58170%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

5th percentile

-34%

Faster asset growth than 5% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

4th percentile

-51%

Faster revenue growth than 4% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$579,462

Down $301,903 (-34%) from 2012

Net Assets

Down

$579,462

Down $301,903 (-34%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Down

$519

Down $547 (-51%) from 2012

Expenses

Up

$302,422

Up $292,629 (+2988%) from 2012

Net Income

Down

-$301,903

Down $293,176 (-3359%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$1.0M$500K$0Assets 2011: $890,092Liabilities 2011: $0Net Assets 2011: $890,0922011Assets 2012: $881,365Liabilities 2012: $0Net Assets 2012: $881,3652012Assets 2013: $579,462Liabilities 2013: $0Net Assets 2013: $579,4622013Assets 2014: $569,388Liabilities 2014: $0Net Assets 2014: $569,3882014Assets 2015: $558,260Liabilities 2015: $0Net Assets 2015: $558,2602015Assets 2016: $539,217Liabilities 2016: $0Net Assets 2016: $539,2172016Assets 2017: $516,713Liabilities 2017: $0Net Assets 2017: $516,7132017

Highlighted filing

2013

Assets$579,462
Liabilities$0
Net Assets$579,462
Open 2013 Filing

Operations Trend

Revenue Growth4th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: -$22,620Expenses 2011: $9,242Net Income 2011: -$31,8622011Revenue 2012: $1,066Expenses 2012: $9,793Net Income 2012: -$8,7272012Revenue 2013: $519Expenses 2013: $302,422Net Income 2013: -$301,9032013Revenue 2014: $376Expenses 2014: $10,450Net Income 2014: -$10,0742014Revenue 2015: $377Expenses 2015: $11,505Net Income 2015: -$11,1282015Revenue 2016: $375Expenses 2016: $19,418Net Income 2016: -$19,0432016Revenue 2017: $1,432Expenses 2017: $23,936Net Income 2017: -$22,5042017

Highlighted filing

2013

Revenue$519
Expenses$302,422
Net Income-$301,903
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 24, 2014
Return Version
2013v3.1
Gross Receipts
$519
Mission and Program Overview

Mission

The trust was a revocable family trust created during the lifetime of the grantors, alice p & arthur s. Teater on april 12, 1982. Upon the death of the survivor of them (alice p. Teater) on march 23, 2003, the trust became irrevocable. The trust stipulates that it shall be distributed to or for the benefit of the humane society of central oregon and the humane society of redmond (brightside), both of which are organizations qualified as tax exempt under section 501(c)(3) of the internal revenue code. The trust's sole activity is to hold investment property for the benefit of the two described charities. The trust will not engage in any fund raising or directly perform any charitable function other than making distributions to the two charities. The trust will distribute all of its net income annually to the two charities and shall make distributions of principal to the charitable beneficiaries every five years and will be terminated no later than march 24,2023.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$596,605--
Savings and Temporary Cash Investments-$294,702-
Land, Buildings, and Equipment, Net$284,760$284,760→ $0
Total Assets$881,365$579,462▼ $301,903
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$881,365$579,462▼ $301,903
Total Net Assets Fund Balance$881,365$579,462▼ $301,903
Total Liabilities and Net Assets / Fund Balance$881,365$579,462▼ $301,903

Asset Categories

AssetBook ValueDepreciationBasis
Land$284,760-$284,760
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Dennis KarnoppTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$519
Other Revenue
$0
Change in Net Assets
$-301,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$292,892
Other Expenses$9,530
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$292,892--$292,892
Fees for Services Legal$5,161--$5,161
Fees for Services Accounting$1,100--$1,100
Insurance$502--$502
Other Expenses$98--$98
Total Functional Expenses$302,422$0$0$302,422
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
93-0616957--Operations$146,446
93-0976110--Operations$146,446
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 8A

“One member of governing body; n/a”

Form 990, Page 6, Part VI, Line 8B

“NO COMMITTEES; N/A”

Form 990, Page 6, Part VI, Line 11B

“A copy of the 990 is provided to the trustee before it is filed. The trustee reviews the 990 and signs the form upon his approval.”

Form 990, Page 6, Part VI, Line 19

“Made available upon request”

Form 990, Part VII

“DENNIS KARNOPP”

Filing and Contact Details

Filer

EIN
93-6152314

Signing Officer

Name
Dennis Karnopp
Title
Trustee
Signed
2014-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Karnopp
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Preparer
John M Barnett CPA
Phone
5417280340
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The trust was a revocable family trust created during the lifetime of the grantors, alice p & arthur s. Teater on april 12, 1982. Upon the death of the survivor of them (alice p. Teater) on march 23, 2003, the trust became irrevocable. The trust stipulates that it shall be distributed to or for the benefit of the humane society of central oregon and the humane society of redmond (brightside), both of which are organizations qualified as tax exempt under section 501(c)(3) of the internal revenue code. The trust's sole activity is to hold investment property for the benefit of the two described charities. The trust will not engage in any fund raising or directly perform any charitable function other than making distributions to the two charities. The trust will distribute all of its net income annually to the two charities and shall make distributions of principal to the charitable beneficiaries every five years and will be terminated no later than march 24,2023.”

Raw XML Appendix270 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST WAS A REVOCABLE FAMILY TRUST CREATED DURING THE LIFETIME OF THE GRANTORS, ALICE P & ARTHUR S. TEATER ON APRIL 12, 1982. UPON THE DEATH OF THE SURVIVOR OF THEM (ALICE P. TEATER) ON MARCH 23, 2003, THE TRUST BECAME IRREVOCABLE. THE TRUST STIPULATES THAT IT SHALL BE DISTRIBUTED TO OR FOR THE BENEFIT OF THE HUMANE SOCIETY OF CENTRAL OREGON AND THE HUMANE SOCIETY OF REDMOND (BRIGHTSIDE), BOTH OF WHICH ARE ORGANIZATIONS QUALIFIED AS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE TRUST'S SOLE ACTIVITY IS TO HOLD INVESTMENT PROPERTY FOR THE BENEFIT OF THE TWO DESCRIBED CHARITIES. THE TRUST WILL NOT ENGAGE IN ANY FUND RAISING OR DIRECTLY PERFORM ANY CHARITABLE FUNCTION OTHER THAN MAKING DISTRIBUTIONS TO THE TWO CHARITIES. THE TRUST WILL DISTRIBUTE ALL OF ITS NET INCOME ANNUALLY TO THE TWO CHARITIES AND SHALL MAKE DISTRIBUTIONS OF PRINCIPAL TO THE CHARITABLE BENEFICIARIES EVERY FIVE YEARS AND WILL BE TERMINATED NO LATER THAN MARCH 24,2023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONE MEMBER OF GOVERNING BODY; N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO COMMITTEES; N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE 990 IS PROVIDED TO THE TRUSTEE BEFORE IT IS FILED. THE TRUSTEE REVIEWS THE 990 AND SIGNS THE FORM UPON HIS APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DENNIS KARNOPP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS KARNOPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALICE TEATER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0936152314
ReturnHeader/Filer/USAddress/AddressLine10C/O D KARNOPP 1201 NW WALL ST
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 300
ReturnHeader/Filer/USAddress/City0BEND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BARNETT & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10354 NE GREENWOOD AVE STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0977012615
ReturnHeader/PreparerPersonGrp/PhoneNum05417280340
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M BARNETT CPA
ReturnHeader/ReturnTs02014-04-14T12:34:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$579,462
Liabilities
$0
Net assets
$579,462
Revenue
$519
Expenses
$302,422
Net income
-$301,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.00$5.17$0.01$0.24$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$0.00$5.39$0.00$0.19$0.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$0.00$5.58$0.00$0.12$0.11
2014Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.00$0.10$0.10
2013Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.01$3.02$3.02
2012Summary only. Only limited summary data is available for this year.$8.81$0.00$8.81$0.01$0.10$0.09
2011Summary only. Only limited summary data is available for this year.$8.90$0.00$8.90$0.23$0.09$0.32