Civic Intelligence

Alice Teater Trust 20064500

990 • Fiscal year 2014 • EIN 93-6152314

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization ProfileN/A
C/O D Karnopp 1201 NW Wall StRoom/Suite 300Bend, 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.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

1st percentile

-2679%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

35th percentile

-1.7%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$569,388

Down $10,074 (-1.7%) from 2013

Net Assets

Down

$569,388

Down $10,074 (-1.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin1st percentile

Revenue

Down

$376

Down $143 (-28%) from 2013

Expenses

Down

$10,450

Down $291,972 (-97%) from 2013

Net Income

Up

-$10,074

Up $291,829 (+97%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2014

Assets$569,388
Liabilities$0
Net Assets$569,388
Open 2014 Filing

Operations Trend

Revenue Growth11th 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

2014

Revenue$376
Expenses$10,450
Net Income-$10,074
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Gross Receipts
$376
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
Land, Buildings, and Equipment, Net$284,760$284,760→ $0
Savings and Temporary Cash Investments$294,702$284,628▼ $10,074
Total Assets$579,462$569,388▼ $10,074
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$579,462$569,388▼ $10,074
Total Net Assets Fund Balance$579,462$569,388▼ $10,074
Total Liabilities and Net Assets / Fund Balance$579,462$569,388▼ $10,074

Asset Categories

AssetBook ValueDepreciationBasis
Land$284,760--
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Dennis KarnoppTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$376
Other Revenue
$0
Change in Net Assets
$-10,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,450
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$4,823--$4,823
Fees for Services Accounting$1,150--$1,150
Insurance$264--$264
Other Expenses$68--$68
Total Functional Expenses$10,450$0$0$10,450
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

“N/A”

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

“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”

Filing and Contact Details

Filer

Filer Name
Alice Teater Trust
EIN
93-6152314
Address
C/O D KARNOPP 1201 NW WALL ST, ROOM/SUITE 300, BEND, OR 97701

Signing Officer

Name
Dennis Karnopp
Title
Trustee
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Karnopp
Formed
2003
Legal Domicile
Or
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Barnett & Company Cpas
Address
354 NE GREENWOOD AVE STE 212, BEND, OR 97701-2615
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 Appendix338 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S TRUSTEE HAS A CLOSE WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION'S DIRECTORS. THE ALICE TEATER TRUST'S SOLE ACTIVITY IS TO HOLD INVESTMENT PROPERTY FOR THE BENEFIT OF THE THE HUMANE SOCIETY OF CENTRAL OREGON AND THE HUMANE SOCIETY OF REDMOND. THE ORGANIZATION IS RESPONSIVE TO THE NEEDS AND DEMANDS OF THESE SUPPORTED ORGANIZATIONS. THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN HOW THE ALICE TEATER TRUST MANGAGES AND USES ITS ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATIONS, HUMANE SOCIETY OF CENTAL OREGON AND HUMANE SOCIETY OF REDMOND, HAVE A SIGNIFICANT ROLE IN THE INVESTMENTS AND USE OF ASSETS OF THE ALICE TEATER TRUST. THE HUMANE SOCIETIES HAVE SIGNIFICANT INPUT ON MANAGEMENT POLICIES OF ASSETS AND THE TRUSTEE REQUESTS THEIR APPROVAL IN DECISIONS RELATED TO THE INVESTMENTS AND USE OF ASSETS.
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt08869
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0412100
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0195050
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0690567
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0582393
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt024170
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt020384
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0701083
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0591262
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt024170
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt020384
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930616957
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1930976110
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)3
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc1501(C)3
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HUMANE SOCIETY OF CENTRAL OREGON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1HUMANE SOCIETY OF REDMOND
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0284760
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0284760
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0284760
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0579462
IRS990/TotalAssetsEOYAmt0569388
IRS990/TotalAssetsGrp/BOYAmt0579462
IRS990/TotalAssetsGrp/EOYAmt0569388
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010450
IRS990/TotalFunctionalExpensesGrp/TotalAmt010450
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0579462
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0569388
IRS990/TotalProgramServiceExpensesAmt010450
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0376
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0376
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0579462
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0569388
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0579462
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0569388
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01201 NW WALL ST STE 300
IRS990/USAddress/CityNm0BEND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097701
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS KARNOPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALICE TEATER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0936152314
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O D KARNOPP 1201 NW WALL ST
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE 300
ReturnHeader/Filer/USAddress/CityNm0BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463722973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNETT & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0354 NE GREENWOOD AVE STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0977012615
ReturnHeader/PreparerPersonGrp/PhoneNum05417280340
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M BARNETT CPA
ReturnHeader/ReturnTs02015-05-15T20:08:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$569,388
Liabilities
$0
Net assets
$569,388
Revenue
$376
Expenses
$10,450
Net income
-$10,074
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