Civic Intelligence

Swenson Richard I Testamentary Trust

990PF • Fiscal year 2012 • EIN 93-6169792

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 30, 2013

Organization Profile
West Coast Trust PO Box 101297308
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

84th percentile

$7,933

Higher top officer pay than 84% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$526,159

Up $37 (+0.0%) from 2011

Net Assets

Up

$526,159

Up $37 (+0.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$29,361

Down $5,531 (-16%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$800K$600K$400K$200K$0Assets 2010: $526,136Liabilities 2010: $0Net Assets 2010: $526,1362010Assets 2011: $526,122Liabilities 2011: $0Net Assets 2011: $526,1222011Assets 2012: $526,159Liabilities 2012: $0Net Assets 2012: $526,1592012Assets 2013: $550,887Liabilities 2013: $0Net Assets 2013: $550,8872013Assets 2014: $601,155Liabilities 2014: $0Net Assets 2014: $601,1552014Assets 2015: $619,948Liabilities 2015: $0Net Assets 2015: $619,9482015Assets 2017: $604,569Liabilities 2017: $0Net Assets 2017: $604,5692017Assets 2018: $594,753Liabilities 2018: $0Net Assets 2018: $594,7532018Assets 2019: $595,070Liabilities 2019: $0Net Assets 2019: $595,0702019Assets 2020: $600,475Liabilities 2020: $0Net Assets 2020: $600,4752020Assets 2021: $617,015Liabilities 2021: $0Net Assets 2021: $617,0152021Assets 2022: $595,262Liabilities 2022: $0Net Assets 2022: $595,2622022Assets 2023: $580,213Liabilities 2023: $0Net Assets 2023: $580,2132023Assets 2024: $604,674Liabilities 2024: $0Net Assets 2024: $604,6742024

Highlighted filing

2012

Assets$526,159
Liabilities$0
Net Assets$526,159
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $36,2802010Expenses 2011: $34,8922011Expenses 2012: $29,3612012Revenue 2013: $52,869Expenses 2013: $28,444Net Income 2013: $24,4252013Revenue 2014: $86,245Expenses 2014: $35,977Net Income 2014: $50,2682014Revenue 2015: $54,504Expenses 2015: $35,602Net Income 2015: $18,9022015Revenue 2017: $37,118Expenses 2017: $28,277Net Income 2017: $8,8412017Revenue 2018: $49,314Expenses 2018: $59,130Net Income 2018: -$9,8162018Revenue 2019: $39,723Expenses 2019: $39,404Net Income 2019: $3192019Revenue 2020: $30,743Expenses 2020: $25,342Net Income 2020: $5,4012020Revenue 2021: $52,246Expenses 2021: $35,707Net Income 2021: $16,5392021Revenue 2022: $19,481Expenses 2022: $41,238Net Income 2022: -$21,7572022Revenue 2023: $19,589Expenses 2023: $34,640Net Income 2023: -$15,0512023Revenue 2024: $58,017Expenses 2024: $33,280Net Income 2024: $24,7372024

Highlighted filing

2012

Revenue-
Expenses$29,361
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 30, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WEST COAST TRUSTTrusteeFT$7,933-$7,933
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPolk County Historical SocietyGENERAL BUDGET ACTIVITIES501(C)(3)Monmouth, OR, US$5,000
Paid GrantFirst Christian Church Monmouth dba MonmGENERAL BUDGET ACTIVITIES501(C)(3)Monmouth, OR, US$5,000
Paid GrantCity of Monmouth Public LibraryGENERAL BUDGET ACTIVITIES501(C)(3)Monmouth, OR, US$5,000
Paid GrantWestern Oregon UniversityGENERAL BUDGET ACTIVITIES501(C)(3)Monmouth, OR, US$5,000
Filing and Contact Details

Filer

EIN
93-6169792
Raw XML AppendixShowing 400 of 512 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset86. VANGUARD FTSE EMERGING MARKETS ETF
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice18263
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0879
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0526122
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0526159
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0567619
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08514
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn027955
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation07933
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WEST COAST TRUST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10301 CHURCH STREET NE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode097308
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.064639
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.061285
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.057374
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IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions024394
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WEST COAST TRUST COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05033992995
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10301 CHURCH STREET NE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SALEM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode097308
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OR
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL BUDGET ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL BUDGET ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL BUDGET ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL BUDGET ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Polk County Historical Society
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11First Christian Church Monmouth dba Monm
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12City of Monmouth Public Library
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Western Oregon University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20Attn Alumni Director
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$526,159
Liabilities
$0
Net assets
$526,159
Revenue
-
Expenses
$29,361
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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