Civic Intelligence

Luesther T Mertz Continuing Trust

EIN 13-6946984 • New York, NY

CO Lutz Carr 551 Fifth Ave 400New York, NY 10176
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-6240%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2022

Asset Growth

7th percentile

-22%

Faster asset growth than 7% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$1,358,875

Down $643,405 (-32%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,358,875

Down $643,405 (-32%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Up

$15,179

Up $6,069 (+67%) from 2023

Expenses

Up

$656,350

Up $78,816 (+14%) from 2023

Net Income

Down

-$641,171

Down $72,747 (-13%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $2,099,198Liabilities 2019: $0Net Assets 2019: $2,099,1982019Assets 2020: $1,994,646Liabilities 2020: $0Net Assets 2020: $1,994,6462020Assets 2021: $2,478,499Liabilities 2021: $0Net Assets 2021: $2,478,4992021Assets 2022: $2,572,579Liabilities 2022: $0Net Assets 2022: $2,572,5792022Assets 2023: $2,002,280Liabilities 2023: $0Net Assets 2023: $2,002,2802023Assets 2024: $1,358,875Liabilities 2024: $0Net Assets 2024: $1,358,8752024

Latest loaded filing

2024

Assets$1,358,875
Liabilities$0
Net Assets$1,358,875
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2019: $439,630Expenses 2019: $269,740Net Income 2019: $169,8902019Revenue 2020: $180,160Expenses 2020: $306,684Net Income 2020: -$126,5242020Revenue 2021: $54,334Expenses 2021: $327,869Net Income 2021: -$273,5352021Revenue 2022: $183,740Expenses 2022: $89,288Net Income 2022: $94,4522022Revenue 2023: $9,110Expenses 2023: $577,534Net Income 2023: -$568,4242023Revenue 2024: $15,179Expenses 2024: $656,350Net Income 2024: -$641,1712024

Latest loaded filing

2024

Revenue$15,179
Expenses$656,350
Net Income-$641,171
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.02$0.66$0.64
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.01$0.58$0.57
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.18$0.09$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.05$0.33$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.18$0.31$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.44$0.27$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Apr 15, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENIS O'CONNORTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Luesther T Mertz Continuing Trust
EIN
13-6946984
Phone
2126972299
Address
CO LUTZ CARR 551 FIFTH AVE 400, NEW YORK, NY 10176

Signing Officer

Name
DENIS O'CONNOR
Title
Trustee
Phone
2124751137
Signed
2026-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Carr Cpas Llp
Address
551 FIFTH AVENUE SUITE 400, NEW YORK, NY 10176
Preparer
Lauren Cresci
Phone
2126972299
Raw XML Appendix257 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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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ AND CARR CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0551 FIFTH AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010176
ReturnHeader/PreparerPersonGrp/PhoneNum02126972299
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN CRESCI
ReturnHeader/ReturnTs02026-03-18T16:26:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-12-01
ReturnHeader/TaxPeriodEndDt02025-11-30
ReturnHeader/TaxYr02024

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