Civic Intelligence

Youngberg Memorial Scholarship Trust

EIN 20-0385356 • 501(c)3 • Billings, MT

Profile

The sole activity of this organization is to support the uinta county school district through awarding college scholarships to qualifying students of lyman high school.

PO Box 30918Billings, MT 59116

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$3,606

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

1.6%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$255,096

Up $4,009 (+1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$255,096

Up $4,009 (+1.6%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin76th percentile

Revenue

Up

$17,751

Up $2,229 (+14%) from 2023

Expenses

Up

$13,709

Up $43 (+0.3%) from 2023

Net Income

Up

$4,042

Up $2,186 (+118%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$300K$200K$100K$0Assets 2011: $246,996Liabilities 2011: $02011Assets 2012: $242,101Liabilities 2012: $0Net Assets 2012: $242,1012012Assets 2013: $244,000Net Assets 2013: $244,0002013Assets 2014: $247,181Net Assets 2014: $247,1812014Assets 2015: $252,256Net Assets 2015: $252,2562015Assets 2016: $247,557Liabilities 2016: $02016Assets 2017: $253,915Liabilities 2017: $02017Assets 2018: $256,231Liabilities 2018: $0Net Assets 2018: $256,2312018Assets 2019: $253,592Liabilities 2019: $0Net Assets 2019: $253,5922019Assets 2020: $245,880Liabilities 2020: $0Net Assets 2020: $245,8802020Assets 2021: $263,354Liabilities 2021: $0Net Assets 2021: $263,3542021Assets 2022: $249,242Liabilities 2022: $0Net Assets 2022: $249,2422022Assets 2023: $251,087Liabilities 2023: $0Net Assets 2023: $251,0872023Assets 2024: $255,096Liabilities 2024: $0Net Assets 2024: $255,0962024

Highlighted filing

2024

Assets$255,096
Liabilities$0
Net Assets$255,096
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$40K$20K$0-$20KRevenue 2011: $8,583Expenses 2011: $11,347Net Income 2011: -$2,7642011Revenue 2012: $6,598Expenses 2012: $11,493Net Income 2012: -$4,8952012Revenue 2013: $10,173Expenses 2013: $8,274Net Income 2013: $1,8992013Revenue 2014: $12,361Expenses 2014: $9,180Net Income 2014: $3,1812014Revenue 2015: $13,502Expenses 2015: $8,427Net Income 2015: $5,0752015Revenue 2016: $4,951Expenses 2016: $9,379Net Income 2016: -$4,4282016Revenue 2017: $14,466Expenses 2017: $7,956Net Income 2017: $6,5102017Revenue 2018: $11,410Expenses 2018: $9,073Net Income 2018: $2,3372018Revenue 2019: $9,611Expenses 2019: $12,338Net Income 2019: -$2,7272019Revenue 2020: $4,711Expenses 2020: $12,567Net Income 2020: -$7,8562020Revenue 2021: $30,686Expenses 2021: $13,191Net Income 2021: $17,4952021Revenue 2022: -$239Expenses 2022: $13,891Net Income 2022: -$14,1302022Revenue 2023: $15,522Expenses 2023: $13,666Net Income 2023: $1,8562023Revenue 2024: $17,751Expenses 2024: $13,709Net Income 2024: $4,0422024

Highlighted filing

2024

Revenue$17,751
Expenses$13,709
Net Income$4,042
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$255,096
Liabilities
$0
Net assets
$255,096
Revenue
$17,751
Expenses
$13,709
Net income
$4,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.18$0.14$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.16$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.00$0.14$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.31$0.13$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.05$0.13$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$0.10$0.12$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.11$0.09$0.02
2017Summary only. Only limited summary data is available for this year.$2.54$0.00$0.14$0.08$0.07
2016Summary only. Only limited summary data is available for this year.$2.48$0.00$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.52$2.52$0.14$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.47$2.47$0.12$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.44$2.44$0.10$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$2.42$0.00$2.42$0.07$0.11$0.05
2011Summary only. Only limited summary data is available for this year.$2.47$0.00$0.09$0.11$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$121,563
Mission and Program Overview

Mission

The sole activity of this organization is to support the unita county school district through awarding college scholarships to qualifying students of lyman high school.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS FOR 2019 GRADUATES OF LYMAN HIGH SCHOOL.$8,500$8,500
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,606-$3,606
CHRIS TUCKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Youngberg Memorial Scholarship Trust
EIN
20-0385356
Phone
8887914075
Address
PO BOX 30918, BILLINGS, MT 59116

Signing Officer

Name
Debra Uecker
Title
VP
Phone
8887914075
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER, Chicago, IL 60606-1787
Preparer
Sandra Murphy
Phone
3128792000
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Uinta school district 6 po box 1090 lyman wy 82937 8500 0 0 0 0 program support 0 0 none”

Form 990-EZ, Part I, Line 16

“FOREIGN TAXES 313”

Form 990-EZ, Part I, Line 20

“Adjustment due to timing of income 32 rounding 1”

Raw XML Appendix153 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIRST INTERSTATE BANK
IRS990EZ/BooksInCareOfDetail/PhoneNum03077347373
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 11095
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JACKSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd083001
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0251087
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0255096
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0103812
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04042
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01290
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0251087
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0255096
IRS990EZ/GainOrLossFromSaleOfAssetsAmt09770
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08500
IRS990EZ/GrossReceiptsAmt0121563
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07981
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0251087
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0255096
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0251087
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0255096
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0FIRST INTERSTATE BANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13606
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS TUCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-33
IRS990EZ/OtherExpensesTotalAmt0313
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SOLE ACTIVITY OF THIS ORGANIZATION IS TO SUPPORT THE UNITA COUNTY SCHOOL DISTRICT THROUGH AWARDING COLLEGE SCHOLARSHIPS TO QUALIFYING STUDENTS OF LYMAN HIGH SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS FOR 2019 GRADUATES OF LYMAN HIGH SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03606
IRS990EZ/SaleOfAssetsGrossAmt0113582
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013709
IRS990EZ/TotalProgramServiceExpensesAmt08500
IRS990EZ/TotalRevenueAmt017751
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0836000653
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UINTA COUNTY SCHOOL DISTRICT 6
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt08500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UINTA SCHOOL DISTRICT 6 PO BOX 1090 LYMAN WY 82937 8500 0 0 0 0 PROGRAM SUPPORT 0 0 NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOREIGN TAXES 313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT DUE TO TIMING OF INCOME 32 ROUNDING 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA UECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/PhoneNum08887914075
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YOUNGBERG MEMORIAL SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0YOUN
ReturnHeader/Filer/EIN0200385356
ReturnHeader/Filer/PhoneNum08887914075
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 30918
ReturnHeader/Filer/USAddress/CityNm0BILLINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606061787
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02025-05-07T15:01:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits

Myrtle Beach, SC

View Organization

Carps Sc

501(c)3 • NTEE F20

Revenue$255,100
Assets$92,736

Revenue vs current organization

1337% higher

Assets vs current organization

64% lower