Swenson Richard I Testamentary Trust

EIN 93-6169792 • Salem, OR

Columbia Trust Company PO Box 10Salem, OR 97308

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

$500k-$1M nonprofits • Source year 2024

0.00x

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

$500k-$1M nonprofits • Source year 2024

43%

Higher net margin than 86% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

$9,681

Higher top officer pay than 64% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

4.2%

Faster asset growth than 57% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

196%

Faster revenue growth than 94% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

$604,674

Up $24,461 (+4.2%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

$604,674

Up $24,461 (+4.2%) from 2023

Operations

Liabilities / Revenue44th percentile Net Margin86th percentile

Revenue

$58,017

Up $38,428 (+196%) from 2023

Expenses

Down

$33,280

Down $1,360 (-3.9%) from 2023

Net Income

$24,737

Up $39,788 (+264%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$604,674

Liabilities$0

Net Assets$604,674

Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$58,017

Expenses$33,280

Net Income$24,737

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $604,674
Liabilities: $0
Net assets: $604,674
Revenue: $58,017
Expenses: $33,280
Net income: $24,737

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$6.05	$0.00	$6.05	$0.58	$0.33	$0.25
2023Detailed filing. Detailed filing data is available for this year.	$5.80	$0.00	$5.80	$0.20	$0.35	$0.15
2022Detailed filing. Detailed filing data is available for this year.	$5.95	$0.00	$5.95	$0.19	$0.41	$0.22
2021Detailed filing. Detailed filing data is available for this year.	$6.17	$0.00	$6.17	$0.52	$0.36	$0.17
2020Detailed filing. Detailed filing data is available for this year.	$6.00	$0.00	$6.00	$0.31	$0.25	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$5.95	$0.00	$5.95	$0.40	$0.39	$0.00
2018Detailed filing. Detailed filing data is available for this year.	$5.95	$0.00	$5.95	$0.49	$0.59	$0.10
2017Detailed filing. Detailed filing data is available for this year.	$6.05	$0.00	$6.05	$0.37	$0.28	$0.09
2015Detailed filing. Detailed filing data is available for this year.	$6.20	$0.00	$6.20	$0.55	$0.36	$0.19
2014Detailed filing. Detailed filing data is available for this year.	$6.01	$0.00	$6.01	$0.86	$0.36	$0.50
2013Detailed filing. Detailed filing data is available for this year.	$5.51	$0.00	$5.51	$0.53	$0.28	$0.24
2012Detailed filing. Detailed filing data is available for this year.	$5.26	$0.00	$5.26		$0.29
2011Detailed filing. Detailed filing data is available for this year.	$5.26	$0.00	$5.26		$0.35
2010Detailed filing. Detailed filing data is available for this year.	$5.26	$0.00	$5.26		$0.36

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Apr 1, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay64th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
COLUMBIA TRUST COMPANY	Trustee	-	$9,221	-	$9,221

Filing and Contact Details

Filer

Filer Name: Swenson Richard I Testamentary Trust
EIN: 93-6169792
Phone: 5033992995
Address: COLUMBIA TRUST COMPANY PO BOX 10, SALEM, OR 97308

Signing Officer

Name: Columbia Trust Company
Title: Trustee
Phone: 5033992995
Signed: 2025-04-01
Discuss with paid preparer: Yes

Preparer

Firm: Trust Processing Solutions
Address: P O BOX 894, MILFORD, OH 45150-0894
Preparer: Doug Hart
Phone: 5137748805

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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/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5717
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	5717
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	5717
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	5717
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	POLK COUNTY HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	WESTERN OREGON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	CITY OF MONMOUTH PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	FIRST CHRISTIAN CHURCH MONMOUTH DBA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	0	ATTN ALUMNI DIRECTOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	1	MONMOUTH CHRISTIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 67
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	WOU THE COTTAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	151 W MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	959 W CHURCH STREET W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Monmouth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	MONMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	MONMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	MONMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	973610067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	97361
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	97361
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	97361
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	22868
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	27829
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	31846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	3643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	3469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	3643
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	27829
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3643
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	374
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	279
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	ROC
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	3
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ROUNDING
TaxesSchedule/TaxesDetail/Amt	0	78
TaxesSchedule/TaxesDetail/Amt	1	188
TaxesSchedule/TaxesDetail/Amt	2	225
TaxesSchedule/TaxesDetail/CategoryTxt	0	STATE INCOME TAXES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	188
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	225
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	COLUMBIA TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5033992995
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SWENSON RICHARD I TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	SWEN
ReturnHeader/Filer/EIN	0	936169792
ReturnHeader/Filer/PhoneNum	0	5033992995
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	COLUMBIA TRUST COMPANY PO BOX 10
ReturnHeader/Filer/USAddress/CityNm	0	SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OR
ReturnHeader/Filer/USAddress/ZIPCd	0	97308
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	010604131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	P O BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	451500894
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5137748805
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DOUG HART
ReturnHeader/ReturnTs	0	2025-04-11T09:01:28-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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