Civic Intelligence

Mary Baker Emerick Trust

990 • Fiscal year 2017 • EIN 81-6053279

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 27, 2017

Organization ProfileN/A
PO Box 597Helena, MT 59624

(406) 447-2050

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-96%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

27th percentile

-2.7%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-26%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,329,980

Down $37,322 (-2.7%) from 2016

Net Assets

Down

$1,329,980

Down $37,322 (-2.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin3rd percentile

Revenue

Down

$39,019

Down $13,899 (-26%) from 2016

Expenses

Up

$76,341

Up $12,873 (+20%) from 2016

Net Income

Down

-$37,322

Down $26,772 (-254%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,259,836Liabilities 2012: $0Net Assets 2012: $1,259,8362012Assets 2013: $1,330,072Liabilities 2013: $0Net Assets 2013: $1,330,0722013Assets 2014: $1,292,532Liabilities 2014: $0Net Assets 2014: $1,292,5322014Assets 2015: $1,377,852Liabilities 2015: $0Net Assets 2015: $1,377,8522015Assets 2016: $1,367,302Liabilities 2016: $0Net Assets 2016: $1,367,3022016Assets 2017: $1,329,980Liabilities 2017: $0Net Assets 2017: $1,329,9802017Assets 2018: $1,313,006Liabilities 2018: $0Net Assets 2018: $1,313,0062018Assets 2019: $1,358,386Liabilities 2019: $0Net Assets 2019: $1,358,3862019Assets 2020: $1,387,092Liabilities 2020: $0Net Assets 2020: $1,387,0922020Assets 2021: $1,940,000Liabilities 2021: $0Net Assets 2021: $1,940,0002021Assets 2022: $1,746,227Liabilities 2022: $0Net Assets 2022: $1,746,2272022Assets 2023: $1,869,572Liabilities 2023: $0Net Assets 2023: $1,869,5722023Assets 2024: $2,032,584Liabilities 2024: $0Net Assets 2024: $2,032,5842024

Highlighted filing

2017

Assets$1,329,980
Liabilities$0
Net Assets$1,329,980
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

$200K$100K$0-$100KExpenses 2012: $28,0182012Expenses 2013: $10,5292013Revenue 2014: $86,185Expenses 2014: $123,725Net Income 2014: -$37,5402014Revenue 2015: $96,122Expenses 2015: $10,802Net Income 2015: $85,3202015Revenue 2016: $52,918Expenses 2016: $63,468Net Income 2016: -$10,5502016Revenue 2017: $39,019Expenses 2017: $76,341Net Income 2017: -$37,3222017Revenue 2018: $102,768Expenses 2018: $119,742Net Income 2018: -$16,9742018Revenue 2019: $72,806Expenses 2019: $27,426Net Income 2019: $45,3802019Revenue 2020: $85,815Expenses 2020: $57,109Net Income 2020: $28,7062020Revenue 2021: $167,099Expenses 2021: $140,999Net Income 2021: $26,1002021Revenue 2022: $158,218Expenses 2022: $80,262Net Income 2022: $77,9562022Revenue 2023: $55,828Expenses 2023: $26,093Net Income 2023: $29,7352023Revenue 2024: $70,725Expenses 2024: $74,868Net Income 2024: -$4,1432024

Highlighted filing

2017

Revenue$39,019
Expenses$76,341
Net Income-$37,322
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 27, 2017
Return Version
2016v3.0
Gross Receipts
$196,476
Mission and Program Overview

Mission

Earnings provide for maintenance and equipment

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,367,302$1,329,980▼ $37,322
Investments in Publicly Traded Securities$1,315,453$1,278,227▼ $37,226
Savings and Temporary Cash Investments$51,849$51,753▼ $96
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,367,302$1,329,980▼ $37,322
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,367,302$1,329,980▼ $37,322
Total Liabilities and Net Assets / Fund Balance$1,367,302$1,329,980▼ $37,322
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Roxanne EngellantExec. Director
Evelyn HivelyTrustee
Jim CorrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$39,844
Other Revenue
$-825
Change in Net Assets
$-37,322
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$26,341
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Fees for Services Management-$25,316-$25,316
Fees for Services Accounting-$515-$515
Other Expenses-$510-$510
Total Functional Expenses$50,000$26,341$0$76,341
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Mt WesternDillon, MT--$50,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Mary Baker Emerick Trust
EIN
81-6053279
Phone
4064472050
Address
PO BOX 597, HELENA, MT 59624

Signing Officer

Name
Roxanne Engellant
Title
Exec. Director
Signed
2017-09-27
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Kindred Booker & Company PC
Address
616 Helena Ave Ste 307, Helena, MT 59601
Preparer
Marcia Miller
Phone
4064424206
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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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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039019
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01367302
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01329980
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROXANNE ENGELLANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY BAKER EMERICK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0816053279
ReturnHeader/Filer/PhoneNum04064472050
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 597
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kindred Booker & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0616 Helena Ave Ste 307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Helena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059601
ReturnHeader/PreparerPersonGrp/PhoneNum04064424206
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marcia Miller
ReturnHeader/ReturnTs02017-09-27T09:55:02-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,329,980
Liabilities
$0
Net assets
$1,329,980
Revenue
$39,019
Expenses
$76,341
Net income
-$37,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.07$0.07$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.06$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.16$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.17$0.14$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.09$0.06$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.07$0.03$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.10$0.12$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.04$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.05$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.01$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.09$0.12$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.03