Civic Intelligence

DI Emerick Trust

EIN 81-6053766 • 501(c)3 • Dillon, MT

Profile

To provide scholarship funds

710 South Atlantic StreetDillon, MT 59725

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

62nd percentile

8.2%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

41%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,523,951

Up $190,225 (+8.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,523,951

Up $190,225 (+8.2%) from 2023

Revenue

Up

$94,071

Up $27,311 (+41%) from 2023

Expenses

Up

$103,560

Up $71,674 (+225%) from 2023

Net Income

Down

-$9,489

Down $44,363 (-127%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,363,658Liabilities 2011: $0Net Assets 2011: $1,363,6582011Assets 2012: $1,524,646Liabilities 2012: $0Net Assets 2012: $1,524,6462012Assets 2013: $1,548,301Liabilities 2013: $0Net Assets 2013: $1,548,3012013Assets 2014: $1,509,807Liabilities 2014: $0Net Assets 2014: $1,509,8072014Assets 2015: $1,604,905Liabilities 2015: $0Net Assets 2015: $1,604,9052015Assets 2016: $1,604,099Liabilities 2016: $0Net Assets 2016: $1,604,0992016Assets 2017: $1,603,048Liabilities 2017: $0Net Assets 2017: $1,603,0482017Assets 2018: $1,570,688Liabilities 2018: $0Net Assets 2018: $1,570,6882018Assets 2019: $1,630,705Liabilities 2019: $0Net Assets 2019: $1,630,7052019Assets 2020: $1,649,426Liabilities 2020: $0Net Assets 2020: $1,649,4262020Assets 2021: $2,346,151Liabilities 2021: $0Net Assets 2021: $2,346,1512021Assets 2022: $2,179,526Liabilities 2022: $0Net Assets 2022: $2,179,5262022Assets 2023: $2,333,726Liabilities 2023: $0Net Assets 2023: $2,333,7262023Assets 2024: $2,523,951Liabilities 2024: $0Net Assets 2024: $2,523,9512024

Highlighted filing

2024

Assets$2,523,951
Liabilities$0
Net Assets$2,523,951

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: -$2,813Expenses 2011: $60,787Net Income 2011: -$63,6002011Expenses 2012: $72,1172012Expenses 2013: $74,3042013Revenue 2014: $112,892Expenses 2014: $151,386Net Income 2014: -$38,4942014Revenue 2015: $107,642Expenses 2015: $12,544Net Income 2015: $95,0982015Revenue 2016: $61,408Expenses 2016: $62,214Net Income 2016: -$8062016Revenue 2017: $49,881Expenses 2017: $50,932Net Income 2017: -$1,0512017Revenue 2018: $121,456Expenses 2018: $153,816Net Income 2018: -$32,3602018Revenue 2019: $92,569Expenses 2019: $32,552Net Income 2019: $60,0172019Revenue 2020: $80,885Expenses 2020: $62,164Net Income 2020: $18,7212020Revenue 2021: $210,495Expenses 2021: $130,280Net Income 2021: $80,2152021Revenue 2022: $244,752Expenses 2022: $30,381Net Income 2022: $214,3712022Revenue 2023: $66,760Expenses 2023: $31,886Net Income 2023: $34,8742023Revenue 2024: $94,071Expenses 2024: $103,560Net Income 2024: -$9,4892024

Highlighted filing

2024

Revenue$94,071
Expenses$103,560
Net Income-$9,489

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.00$2.52$0.09$0.10$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.07$0.03$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.24$0.03$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.21$0.13$0.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.00$1.65$0.08$0.06$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.09$0.03$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.12$0.15$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$0.05$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.06$0.06$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.11$0.01$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.11$0.15$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.07
2011Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.00$0.06$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$566,068
Mission and Program Overview

Mission

To provide scholarship funds

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,333,726$2,523,951▲ $190,225
Investments in Publicly Traded Securities$2,307,285$2,466,571▲ $159,286
Savings and Temporary Cash Investments$26,441$57,380▲ $30,939
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$2,333,726$2,523,951▲ $190,225
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,333,726$2,523,951▲ $190,225
Total Liabilities and Net Assets / Fund Balance$2,333,726$2,523,951▲ $190,225
Compensation and Service Providers

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
$94,071
Other Revenue
$0
Change in Net Assets
$-9,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,000
Other Expenses$43,560
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,000--$60,000
Fees for Services Other-$33,843-$33,843
Fees for Service Investment Mgmnt Fees-$9,291-$9,291
Other Expenses-$23-$23
Total Functional Expenses$60,000$43,560$0$103,560
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Montana WesternDillon, MT-Scholarships for Art Students$60,000
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
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, Section B, Line 11B

The return is reviewed by the executive director of the foundation prior to the return being filed.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Di Emerick Trust
EIN
81-6053766
Phone
4066837305
Address
710 SOUTH ATLANTIC STREET, DILLON, MT 59725

Signing Officer

Name
Roxanne Engellant
Title
Exec. Director
Signed
2025-05-15
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 Dr Ste 7, Bozeman, MT 59718
Preparer
Dawn M Wrigg CPA
Phone
4065853393
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Beginning balance off by this amount = $291

Raw XML Appendix342 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
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IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXEC. DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt024510
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0496507
IRS990/GrossReceiptsAmt0566068
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IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt02307285
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IRS990/LoanOutstandingInd0false
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IRS990ScheduleI/RecipientTable/RecipientEIN0810386970
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059725
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR OF THE WESTERN MONTANA COLLEGE FOUNDATION MONITORS THE USE OF THE MONEY GRANTED BY THE DI EMERICK TRUST FOR SCHOLARSHIPS TO STUDENTS ATTENDING WESTERN MONTANA COLLEGE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BEGINNING BALANCE OFF BY THIS AMOUNT = $291
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02333726
IRS990/TotalAssetsEOYAmt02523951
IRS990/TotalAssetsGrp/BOYAmt02333726
IRS990/TotalAssetsGrp/EOYAmt02523951
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043560
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0103560
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02333726
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02523951
IRS990/TotalProgramServiceExpensesAmt060000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt069561
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024510
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt094071
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02333726
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02523951
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0710 SOUTH ATLANTIC STREET
IRS990/USAddress/CityNm0DILLON
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059725
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROXANNE ENGELLANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DI EMERICK TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co THE UNIVERSITY OF MT WESTERN FOUND
ReturnHeader/Filer/BusinessNameControlTxt0DIEM
ReturnHeader/Filer/EIN0816053766
ReturnHeader/Filer/PhoneNum04066837305
ReturnHeader/Filer/USAddress/AddressLine1Txt0710 SOUTH ATLANTIC STREET
ReturnHeader/Filer/USAddress/CityNm0DILLON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059725
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820467399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rudd & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03805 Valley Commons Dr Ste 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04065853393
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN M WRIGG CPA
ReturnHeader/ReturnTs02025-05-15T11:34:21-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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