Civic Intelligence

Mary Baker Emerick Trust

990 • Fiscal year 2021 • EIN 81-6053279

Jul 01, 2020 to Jun 30, 2021 • Filed on May 03, 2022

Organization ProfileN/A
710 South Atlantic StreetDillon, MT 59725

(406) 683-7305

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

55th percentile

16%

Higher net margin than 55% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

83rd percentile

40%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

95%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,940,000

Up $552,908 (+40%) from 2020

Net Assets

Up

$1,940,000

Up $552,908 (+40%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin55th percentile

Revenue

Up

$167,099

Up $81,284 (+95%) from 2020

Expenses

Up

$140,999

Up $83,890 (+147%) from 2020

Net Income

Down

$26,100

Down $2,606 (-9.1%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2021

Assets$1,940,000
Liabilities$0
Net Assets$1,940,000
Open 2021 Filing

Operations Trend

Revenue Growth87th 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

2021

Revenue$167,099
Expenses$140,999
Net Income$26,100
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 3, 2022
Return Version
2020v4.0
Gross Receipts
$905,926
Mission and Program Overview

Mission

Earnings provide for maintenance and equipment

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,387,092$1,940,000▲ $552,908
Investments in Publicly Traded Securities$1,331,012$1,933,105▲ $602,093
Savings and Temporary Cash Investments$56,080$6,895▼ $49,185
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$1,387,092$1,940,000▲ $552,908
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,387,092$1,940,000▲ $552,908
Total Liabilities and Net Assets / Fund Balance$1,387,092$1,940,000▲ $552,908
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Roxanne EngellantExec. Director
Johnny MacleanTrustee
Michael ReidTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$167,099
Other Revenue
$0
Change in Net Assets
$26,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$132,233
Other Expenses$8,766
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$132,233--$132,233
Fees for Service Investment Mgmnt Fees-$7,918-$7,918
Fees for Services Accounting-$540-$540
Other Expenses-$308-$308
Total Functional Expenses$132,233$8,766$0$140,999
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Mt WesternDillon, MT--$132,233
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
4066837305
Address
710 SOUTH ATLANTIC STREET, DILLON, MT 59725

Signing Officer

Name
Roxanne Engellant
Title
Exec. Director
Signed
2022-05-03
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Rudd & Company PLLC
Address
3805 Valley Commons Drive Suite 7, Bozeman, MT 59718
Preparer
Dawn M Wrigg CPA
Phone
4065853393
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Adjustment to fair market value, investment company does not = $526808”

Raw XML Appendix337 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUSTMENT TO FAIR MARKET VALUE, INVESTMENT COMPANY DOES NOT = $526808
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01940000
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY BAKER EMERICK TRUST
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ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,940,000
Liabilities
$0
Net assets
$1,940,000
Revenue
$167,099
Expenses
$140,999
Net income
$26,100
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