Civic Intelligence

Cody Dieruf Benefit Foundation

990EZ • Fiscal year 2015 • EIN 20-4498266

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 09, 2016

PO Box 6044Bozeman, MT 59771

(406) 587-5055

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

73%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$374,417

Up $47,605 (+15%) from 2014

Net Assets

Up

$373,535

Up $47,734 (+15%) from 2014

Liabilities

Down

$882

Down $129 (-13%) from 2014

Revenue

Up

$88,666

Up $37,374 (+73%) from 2014

Expenses

Up

$40,932

Up $22,256 (+119%) from 2014

Net Income

Up

$47,734

Up $15,118 (+46%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $219,498Liabilities 2010: $88Net Assets 2010: $219,4102010Assets 2011: $225,935Liabilities 2011: $88Net Assets 2011: $225,8472011Assets 2012: $260,037Liabilities 2012: $0Net Assets 2012: $260,0372012Assets 2013: $294,185Liabilities 2013: $1,000Net Assets 2013: $293,1852013Assets 2014: $326,812Liabilities 2014: $1,011Net Assets 2014: $325,8012014Assets 2015: $374,417Liabilities 2015: $882Net Assets 2015: $373,5352015Assets 2016: $412,212Liabilities 2016: $2,187Net Assets 2016: $410,0252016Assets 2017: $472,133Liabilities 2017: $1,374Net Assets 2017: $470,7592017Assets 2018: $529,464Liabilities 2018: $2,103Net Assets 2018: $527,3612018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $618,825Liabilities 2024: $0Net Assets 2024: $618,8252024

Highlighted filing

2015

Assets$374,417
Liabilities$882
Net Assets$373,535

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $60,938Expenses 2010: $69,213Net Income 2010: -$8,2752010Revenue 2011: $64,148Expenses 2011: $57,711Net Income 2011: $6,4372011Revenue 2012: $64,710Expenses 2012: $30,520Net Income 2012: $34,1902012Revenue 2013: $58,000Expenses 2013: $24,852Net Income 2013: $33,1482013Revenue 2014: $51,292Expenses 2014: $18,676Net Income 2014: $32,6162014Revenue 2015: $88,666Expenses 2015: $40,932Net Income 2015: $47,7342015Revenue 2016: $77,825Expenses 2016: $41,335Net Income 2016: $36,4902016Revenue 2017: $123,238Expenses 2017: $62,504Net Income 2017: $60,7342017Revenue 2018: $205,970Expenses 2018: $149,909Net Income 2018: $56,0612018Revenue 2019: $176,549Expenses 2019: $137,075Net Income 2019: $39,4742019Revenue 2020: $172,366Expenses 2020: $107,879Net Income 2020: $64,4872020Revenue 2021: $164,059Expenses 2021: $115,763Net Income 2021: $48,2962021Revenue 2022: $175,814Expenses 2022: $188,303Net Income 2022: -$12,4892022Revenue 2023: $176,927Expenses 2023: $209,960Net Income 2023: -$33,0332023Revenue 2024: $224,998Expenses 2024: $239,976Net Income 2024: -$14,9782024

Highlighted filing

2015

Revenue$88,666
Expenses$40,932
Net Income$47,734
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 9, 2016
Return Version
2015v2.1
Gross Receipts
$104,409
Mission and Program Overview

Mission

Uniting communities & familes living with cystic fibrosis by raising awarness, providing emotional & financial assistance, encouraging health management & inspiring life experiences.

The cody dieruf benefit foundation's primary purpose is to raise awareness of the genetic disease cystic fibrosis and offer local emotional and financial support to persons afflicted by cystic fibrosis. The foundation's secondary purpose is to foster and encourage the pursuit of higher education and the cultural art of dance through student scholarships. The foundation also wants to be able to raise substantial funds so that if a person afflicted with the disease qualifies for a double lung transplant funds will be available to help cover this cost.

Program Services

DescriptionGrantsExpenses
MEDICAL EXPENSES PAID TO FAMILIES - THE FOUNDATION ASSISTS FAMILIES IN PAYING THEIR MEDICAL EXPESNES INCLUDING TRAVEL COSTS.$0$9,029
ARTS & CULTURE EXPENSE - THE PRIMARY PURPOSE OF WHICH IS TO PAY FOR ACTIVITIES FOR CHILDREN WITH CYSTIC FIBROSIS.$0$1,630
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN COXVice President-$0--
GINNY DIERUFPresident/Program DirectorPT$0--
SHELLEY BEALTreasurer-$0--
ANNE RHODESBoard Member-$0--
GEORGE DIERUFBoard Member-$0--
LAURA MENTCHBoard Member-$0--
LEVI DIERUFBoard Member-$0--
AMY CLINEBoard Member-$0--
MARINNA MERKELSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction & Raffle$80,042$80,042$15,743$64,299
Total Events$80,042$80,042$15,743$64,299
Filing and Contact Details

Filer

Filer Name
Cody Dieruf Benefit Foundation
EIN
20-4498266
Phone
4065875055
Address
PO BOX 6044, BOZEMAN, MT 59771

Signing Officer

Name
Ginny Dieruf
Title
Program Director
Phone
4065875055
Signed
2016-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
777 EAST MAIN SUITE 201, BOZEMAN, MT 59715
Preparer
Amanda Flohr
Phone
4065862386
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1,014.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 64.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising. Amount: 190. Description: bank charges. Amount: 127. Description: dues & subscriptions. Amount: 416. Description: donations. Amount: 2,985. Description: insurance. Amount: 1,225. Description: licenses & permits. Amount: 15. Description: meals & entertainment. Amount: 179. Description: supplies. Amount: 552. Description: program expenses: medical. Amount: 7,578. Description: program expenses: arts & culture. Amount: 1,630. Description: program expenses: travel. Amount: 1,451. Description: meetings and conferences. Amount: 30. Description: payroll expenses. Amount: 15,968. Description: travel. Amount: 2,794. Description: website. Amount: 56. Total to form 990-ez, line 16: 35,196.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other receivable. Beg. Of year amount: 1,577. End of year amount: 0. Description: other depreciable assets. Beg. Of year amount: 107. End of year amount: 43.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: credit card payable. Beg. Of year amount: 1,011. End of year amount: 430. Description: payroll liabiities. Beg. Of year amount: 0. End of year amount: 452.

Raw XML Appendix225 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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IRS990EZ/PrimaryExemptPurposeTxt0THE CODY DIERUF BENEFIT FOUNDATION'S PRIMARY PURPOSE IS TO RAISE AWARENESS OF THE GENETIC DISEASE CYSTIC FIBROSIS AND OFFER LOCAL EMOTIONAL AND FINANCIAL SUPPORT TO PERSONS AFFLICTED BY CYSTIC FIBROSIS. THE FOUNDATION'S SECONDARY PURPOSE IS TO FOSTER AND ENCOURAGE THE PURSUIT OF HIGHER EDUCATION AND THE CULTURAL ART OF DANCE THROUGH STUDENT SCHOLARSHIPS. THE FOUNDATION ALSO WANTS TO BE ABLE TO RAISE SUBSTANTIAL FUNDS SO THAT IF A PERSON AFFLICTED WITH THE DISEASE QUALIFIES FOR A DOUBLE LUNG TRANSPLANT FUNDS WILL BE AVAILABLE TO HELP COVER THIS COST.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEDICAL EXPENSES PAID TO FAMILIES - THE FOUNDATION ASSISTS FAMILIES IN PAYING THEIR MEDICAL EXPESNES INCLUDING TRAVEL COSTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ARTS & CULTURE EXPENSE - THE PRIMARY PURPOSE OF WHICH IS TO PAY FOR ACTIVITIES FOR CHILDREN WITH CYSTIC FIBROSIS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 64.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADVERTISING. AMOUNT: 190. DESCRIPTION: BANK CHARGES. AMOUNT: 127. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 416. DESCRIPTION: DONATIONS. AMOUNT: 2,985. DESCRIPTION: INSURANCE. AMOUNT: 1,225. DESCRIPTION: LICENSES & PERMITS. AMOUNT: 15. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 179. DESCRIPTION: SUPPLIES. AMOUNT: 552. DESCRIPTION: PROGRAM EXPENSES: MEDICAL. AMOUNT: 7,578. DESCRIPTION: PROGRAM EXPENSES: ARTS & CULTURE. AMOUNT: 1,630. DESCRIPTION: PROGRAM EXPENSES: TRAVEL. AMOUNT: 1,451. DESCRIPTION: MEETINGS AND CONFERENCES. AMOUNT: 30. DESCRIPTION: PAYROLL EXPENSES. AMOUNT: 15,968. DESCRIPTION: TRAVEL. AMOUNT: 2,794. DESCRIPTION: WEBSITE. AMOUNT: 56. TOTAL TO FORM 990-EZ, LINE 16: 35,196.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER RECEIVABLE. BEG. OF YEAR AMOUNT: 1,577. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 107. END OF YEAR AMOUNT: 43.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 1,011. END OF YEAR AMOUNT: 430. DESCRIPTION: PAYROLL LIABIITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 452.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059771
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 EAST MAIN SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065862386
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA FLOHR
ReturnHeader/ReturnTs02016-06-16T12:43:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$2.25$2.40$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.77$2.10$0.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.76$1.88$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.64$1.16$0.48
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.72$1.08$0.64
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.77$1.37$0.39
2018Detailed filing. Detailed filing data is available for this year.$5.29$0.02$5.27$2.06$1.50$0.56
2017Detailed filing. Detailed filing data is available for this year.$4.72$0.01$4.71$1.23$0.63$0.61
2016Detailed filing. Detailed filing data is available for this year.$4.12$0.02$4.10$0.78$0.41$0.36
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.01$3.74$0.89$0.41$0.48
2014Detailed filing. Detailed filing data is available for this year.$3.27$0.01$3.26$0.51$0.19$0.33
2013Detailed filing. Detailed filing data is available for this year.$2.94$0.01$2.93$0.58$0.25$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.00$2.60$0.65$0.31$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.00$2.26$0.64$0.58$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.61$0.69$0.08