Civic Intelligence

D I Emerick Trust

990 • Fiscal year 2021 • EIN 81-6053766

Jul 01, 2020 to Jun 30, 2021 • Filed on May 02, 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

80th percentile

38%

Higher net margin than 80% 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

84th percentile

42%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

92nd percentile

160%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,346,151

Up $696,725 (+42%) from 2020

Net Assets

Up

$2,346,151

Up $696,725 (+42%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin80th percentile

Revenue

Up

$210,495

Up $129,610 (+160%) from 2020

Expenses

Up

$130,280

Up $68,116 (+110%) from 2020

Net Income

Up

$80,215

Up $61,494 (+328%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2021

Assets$2,346,151
Liabilities$0
Net Assets$2,346,151
Open 2021 Filing

Operations Trend

Revenue Growth92nd 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

2021

Revenue$210,495
Expenses$130,280
Net Income$80,215
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 2, 2022
Return Version
2020v4.0
Gross Receipts
$1,124,327
Mission and Program Overview

Mission

To provide scholarship funds

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,649,426$2,346,151▲ $696,725
Investments in Publicly Traded Securities$1,569,356$2,336,615▲ $767,259
Savings and Temporary Cash Investments$80,070$9,536▼ $70,534
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$1,649,426$2,346,151▲ $696,725
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,649,426$2,346,151▲ $696,725
Total Liabilities and Net Assets / Fund Balance$1,649,426$2,346,151▲ $696,725
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
$210,495
Other Revenue
$0
Change in Net Assets
$80,215
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$119,880
Other Expenses$10,400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$119,880--$119,880
Fees for Service Investment Mgmnt Fees-$9,492-$9,492
Fees for Services Accounting-$540-$540
Other Expenses-$368-$368
Total Functional Expenses$119,880$10,400$0$130,280
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Montana WesternDillon, MT-Scholarships for Art Students$119,880
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
4066837305
Address
710 SOUTH ATLANTIC STREET, DILLON, MT 59725

Signing Officer

Name
Roxanne Engellant
Title
Exec. Director
Signed
2022-05-02
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 = $616510”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Give cost basis information = $0”

Raw XML Appendix343 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/RecipientTable/RecipientEIN0810386970
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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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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/ExplanationTxt2ADJUSTMENT TO FAIR MARKET VALUE, INVESTMENT COMPANY DOES NOT = $616510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GIVE COST BASIS INFORMATION = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
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IRS990/TotalContributionsAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0130280
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IRS990/TotalProgramServiceExpensesAmt0119880
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0210495
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0210495
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01649426
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02346151
IRS990/TravelGrp/TotalAmt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DI EMERICK TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co THE UNIVERSITY OF MT WESTERN FOUND
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03805 Valley Commons Drive Suite 7
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,346,151
Liabilities
$0
Net assets
$2,346,151
Revenue
$210,495
Expenses
$130,280
Net income
$80,215
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
2021Detailed filing. Detailed filing data is available for this year.$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