Civic Intelligence

D I Emerick Trust

990 • Fiscal year 2020 • EIN 81-6053766

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 17, 2020

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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

36th percentile

1.1%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,649,426

Up $18,721 (+1.1%) from 2019

Net Assets

Up

$1,649,426

Up $18,721 (+1.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin76th percentile

Revenue

Down

$80,885

Down $11,684 (-13%) from 2019

Expenses

Up

$62,164

Up $29,612 (+91%) from 2019

Net Income

Down

$18,721

Down $41,296 (-69%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$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

2020

Assets$1,649,426
Liabilities$0
Net Assets$1,649,426
Open 2020 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$80,885
Expenses$62,164
Net Income$18,721
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 17, 2020
Return Version
2019v5.0
Gross Receipts
$426,705
Mission and Program Overview

Mission

To provide scholarship funds

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,630,705$1,649,426▲ $18,721
Investments in Publicly Traded Securities$1,493,533$1,569,356▲ $75,823
Savings and Temporary Cash Investments$137,172$80,070▼ $57,102
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$1,630,705$1,649,426▲ $18,721
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,630,705$1,649,426▲ $18,721
Total Liabilities and Net Assets / Fund Balance$1,630,705$1,649,426▲ $18,721
Compensation and Service Providers
Top Officer Pay37th 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
$80,885
Other Revenue
$0
Change in Net Assets
$18,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$49,673
Other Expenses$12,491
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,673--$49,673
Fees for Service Investment Mgmnt Fees-$11,212-$11,212
Other Expenses-$739-$739
Fees for Services Accounting-$540-$540
Total Functional Expenses$49,673$12,491$0$62,164
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Montana WesternDillon, MT-Scholarships for Art Students$49,673
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

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

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Di Emerick Trust
EIN
81-6053766
Phone
4064472050
Address
PO BOX 597, HELENA, MT 59624

Signing Officer

Name
Roxanne Engellant
Title
Exec. Director
Signed
2020-08-17
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
Raw XML Appendix332 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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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.
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01630705
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01649426
IRS990/TotalProgramServiceExpensesAmt049673
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt079753
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01132
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080885
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01630705
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01649426
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 597
IRS990/USAddress/CityNm0HELENA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059624
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROXANNE ENGELLANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DI EMERICK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DIEM
ReturnHeader/Filer/EIN0816053766
ReturnHeader/Filer/PhoneNum04064472050
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 597
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059624
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810441066
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/ReturnTs02020-08-17T12:19:51-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,649,426
Liabilities
$0
Net assets
$1,649,426
Revenue
$80,885
Expenses
$62,164
Net income
$18,721
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
2020Detailed filing. Detailed filing data is available for this year.$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