Civic Intelligence

George W Mergens Foundation

990PF • Fiscal year 2017 • EIN 03-0345055

Sep 01, 2016 to Aug 31, 2017 • Filed on Oct 20, 2017

Organization Profile
PO Box 633Milton, VT 05468

(802) 893-4854

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

4th percentile

-98%

Higher net margin than 4% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$149,809

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 31.7% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

22nd percentile

-2.3%

Faster asset growth than 22% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$19,843,754

Down $463,321 (-2.3%) from 2016

Net Assets

Down

$19,843,754

Down $463,263 (-2.3%) from 2016

Liabilities

Down

$0

Down $58 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin4th percentile

Revenue

Down

$472,773

Down $11,459,048 (-96%) from 2016

Expenses

Down

$936,036

Down $125 (-0.0%) from 2016

Net Income

Down

-$463,263

Down $11,458,923 (-104%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$30M$20M$10M$0Assets 2011: $9,074,993Liabilities 2011: $1312011Assets 2012: $8,951,271Liabilities 2012: $1642012Assets 2013: $9,317,939Liabilities 2013: $02013Assets 2014: $9,093,620Liabilities 2014: $02014Assets 2015: $9,311,357Liabilities 2015: $0Net Assets 2015: $9,311,3572015Assets 2016: $20,307,075Liabilities 2016: $58Net Assets 2016: $20,307,0172016Assets 2017: $19,843,754Liabilities 2017: $0Net Assets 2017: $19,843,7542017Assets 2018: $18,949,314Liabilities 2018: $0Net Assets 2018: $18,949,3142018Assets 2019: $18,675,691Liabilities 2019: $0Net Assets 2019: $18,675,6912019Assets 2020: $17,861,643Liabilities 2020: $0Net Assets 2020: $17,861,6432020Assets 2021: $18,163,226Liabilities 2021: $0Net Assets 2021: $18,163,2262021Assets 2022: $18,529,843Liabilities 2022: $116Net Assets 2022: $18,529,7272022Assets 2023: $17,785,925Liabilities 2023: $270Net Assets 2023: $17,785,6552023Assets 2024: $17,167,415Liabilities 2024: $3,260Net Assets 2024: $17,164,1552024Assets 2025: $16,311,906Liabilities 2025: $3,637Net Assets 2025: $16,308,2692025

Highlighted filing

2017

Assets$19,843,754
Liabilities$0
Net Assets$19,843,754
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $518,815Expenses 2011: $607,590Net Income 2011: -$88,7752011Revenue 2012: $411,261Expenses 2012: $535,016Net Income 2012: -$123,7552012Revenue 2013: $908,238Expenses 2013: $540,044Net Income 2013: $368,1942013Revenue 2014: $373,044Expenses 2014: $597,363Net Income 2014: -$224,3192014Revenue 2015: $831,261Expenses 2015: $613,524Net Income 2015: $217,7372015Revenue 2016: $11,931,821Expenses 2016: $936,161Net Income 2016: $10,995,6602016Revenue 2017: $472,773Expenses 2017: $936,036Net Income 2017: -$463,2632017Revenue 2018: $767,856Expenses 2018: $1,662,296Net Income 2018: -$894,4402018Revenue 2019: $841,393Expenses 2019: $1,115,016Net Income 2019: -$273,6232019Revenue 2020: $368,704Expenses 2020: $1,182,752Net Income 2020: -$814,0482020Revenue 2021: $1,595,638Expenses 2021: $1,294,055Net Income 2021: $301,5832021Revenue 2022: $1,622,347Expenses 2022: $1,255,846Net Income 2022: $366,5012022Revenue 2023: $429,223Expenses 2023: $1,173,295Net Income 2023: -$744,0722023Revenue 2024: $501,903Expenses 2024: $1,123,403Net Income 2024: -$621,5002024Revenue 2025: $590,805Expenses 2025: $1,446,691Net Income 2025: -$855,8862025

Highlighted filing

2017

Revenue$472,773
Expenses$936,036
Net Income-$463,263
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Oct 20, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL G MERGENSPresident & TreasureFT$125,000$24,809$149,809
WILLIAM H WILTSHIREV-P; Director Of OpeFT$125,000$22,426$147,426
RACHEL MERGENSV-P; Director Of FinFT$62,500$12,963$75,463
MARY MERGENS-LOUGHRANVice-PresidentPT$0--
LENORA MERGENSSecretaryPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRice Memorial High SchoolOperatingSupportPCSouth Burlington, VT, US$100,000
Paid GrantBSA Green Mountain CouncilOperatingSupportPCWaterbury, VT, US$41,600
Paid GrantVermont Youth Conservation CorpsOperatingSupportPCRichmond, VT, US$25,000
Paid GrantMaya Health AllianceOperatingSupportPCBethel, VT, US$25,000
Paid GrantBishop John Marshall SchoolOperatingSupportPCMorrisville, VT, US$20,000
Paid GrantBSA Green Mountain CouncilOperatingSupportPCWaterbury, VT, US$20,000
Paid GrantSaint Francis Xavier SchoolOperatingSupportPCWinooski, VT, US$17,500
Paid GrantSaint Francis Xavier SchoolOperatingSupportPCWinooski, VT, US$17,500
Paid GrantSaint Ann ChurchOperatingSupportPCMilton, VT, US$15,000
Paid GrantSaint Mary ParishOperatingSupportPCWaltham, MA, US$14,000
Paid GrantVermont Youth OrchestraOperatingSupportPCColchester, VT, US$10,000
Paid GrantOur Community Cares CampOperatingSupportPCRichmond, VT, US$10,000
Paid GrantLake Champlain Maritime MuseumOperatingSupportPCVergennes, VT, US$10,000
Paid GrantAmerican Cancer Society of New EnglandOperatingSupportPCFramingham, MA, US$10,000
Paid GrantCamp Ta-Kum-TaOperatingSupportPCSouth Hero, VT, US$10,000
Paid GrantAspire TogetherOperatingSupportPCBurlington, VT, US$10,000
Paid GrantSaint Mary ParishOperatingSupportPCWaltham, MA, US$10,000
Paid GrantGirls on the RunOperatingSupportPCEssex Junction, VT, US$5,500
Paid GrantReSourceOperatingSupportPCBurlington, VT, US$5,000
Paid GrantUnited Way of Lamoille CountyOperatingSupportPCMorrisville, VT, US$5,000
Paid GrantOld Stone MuseumOperatingSupportPCOrleans, VT, US$5,000
Paid GrantCamp AbnakiOperatingSupportPCBurlington, VT, US$5,000
Paid GrantPeace and Justice CenterOperatingSupportPCBurlington, VT, US$5,000
Paid GrantVermont State Mathematics CoalitionOperatingSupportPCEssex Junction, VT, US$5,000
Paid GrantCatamount Trail AssociationOperatingSupportPCBurlington, VT, US$5,000
Paid GrantIn-Sight PhotographyOperatingSupportPCBrattleboro, VT, US$5,000
Paid GrantOur Community Cares CampOperatingSupportPCRichmond, VT, US$5,000
Paid GrantReSourceOperatingSupportPCBurlington, VT, US$5,000
Paid GrantVermont Historical SocietyOperatingSupportPCBarre, VT, US$4,000
Paid GrantVermont State Mathematics CoalitionOperatingSupportPCEssex Junction, VT, US$4,000
Paid GrantChamplain Valley Union High SchoolOperatingSupportPCHinesburg, VT, US$3,200
Paid GrantVermont Association for the Blind & Visually ImpairedOperatingSupportPCBurlington, VT, US$3,000
Paid GrantRice Memorial High SchoolOperatingSupportPCSouth Burlington, VT, US$2,500
Paid GrantSpruce Peak Arts Center FoundationOperatingSupportPCStowe, VT, US$2,500
Paid GrantVermont Stage CompanyOperatingSupportPCBurlington, VT, US$2,400
Paid GrantBSA Boy Scout Troop 650OperatingSupportPCEssex Junction, VT, US$2,000
Paid GrantCamp-Ta-Kum-TaOperatingSupportPCSouth Hero, VT, US$1,000
Paid GrantBirds of Vermont MuseumOperatingSupportPCHuntington, VT, US$1,000
Filing and Contact Details

Filer

Filer Name
George W Mergens Foundation
EIN
03-0345055
Phone
8028934854
Address
PO Box 633, Milton, VT 05468

Signing Officer

Name
Paul G Mergens
Title
President
Phone
8028934854
Signed
2017-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Tapia & Huckabay PC
Address
PO Box 38, Vergennes, VT 05491
Preparer
William S Huckabay CPA
Phone
8028707086
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0145879
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0275875
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt017667
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt07177
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt024844
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt08472
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt04028
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt012500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04427
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01758
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06225
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt034394
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt034394
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt043695
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt018003
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt061698
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt017680
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07183
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0766767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0167564
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0936036
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0443439
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0472773
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0320067
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0167564
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0489336
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01887
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0884
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01022237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0145879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0145879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01168116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0145879
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-463263
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt019843754
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020307017
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt019843754
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01012744
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01012744
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01012744
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01018262
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05518
IRS990PF/DistributableAmountGrp/TotalTaxAmt05518
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04915
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05518
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt04915
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05518
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05518
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04915
IRS990PF/FMVAssetsEOYAmt021062018
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt058
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt018178
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt018178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04808089
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04895804
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013960522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015091071
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt06363
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt011938
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt07286
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt05575
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt05575
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09732556
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt020307017
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt019843754
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010567233
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01051390
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01051390
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt020307075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt019843754
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021062018
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt058
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt020307075
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt019843754
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt020307017
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt019843754
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020675367
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07831499
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012843868
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0310131
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01018262
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020365236
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020675367
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt462500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt024809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt322426
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt412963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL G MERGENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY MERGENS-LOUGHRAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LENORA MERGENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WILLIAM H WILTSHIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RACHEL MERGENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & TREASURE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice-President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3V-P; DIRECTOR OF OPE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4V-P; DIRECTOR OF FIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO Box 633
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Milton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Milton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Milton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Milton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Milton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd005468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd105468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd205468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd305468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd405468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0804325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0807084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0704757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0423180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0392046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0358790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0354623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.039435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.036239
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.036887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt020365236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt017132306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09667029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09941464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt09900593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09613689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0766767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.197473
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0766767
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0766767
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0766767
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAUL G MERGENS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 633
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Milton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd005468
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$19,843,754
Liabilities
$0
Net assets
$19,843,754
Revenue
$472,773
Expenses
$936,036
Net income
-$463,263
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.59$1.45$0.86
2024Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.50$1.12$0.62
2023Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.43$1.17$0.74
2022Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$1.62$1.26$0.37
2021Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$1.60$1.29$0.30
2020Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.37$1.18$0.81
2019Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$0.84$1.12$0.27
2018Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$0.77$1.66$0.89
2017Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$0.47$0.94$0.46
2016Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$11.9$0.94$11.0
2015Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$0.83$0.61$0.22
2014Summary only. Only limited summary data is available for this year.$9.09$0.00$0.37$0.60$0.22
2013Summary only. Only limited summary data is available for this year.$9.32$0.00$0.91$0.54$0.37
2012Summary only. Only limited summary data is available for this year.$8.95$0.00$0.41$0.54$0.12
2011Summary only. Only limited summary data is available for this year.$9.07$0.00$0.52$0.61$0.09