Civic Intelligence

The Merion Foundation

990PF • Fiscal year 2016 • EIN 20-5374661

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 01, 2017

Organization Profile
625 Hazelhurst AvenueMerion Station, PA 19066

(610) 647-1267

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

100th percentile

144008%

Faster asset growth than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

9209%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,060,636

Up $1,059,900 (+144008%) from 2015

Net Assets

Up

$1,056,603

Up $1,055,867 (+143460%) from 2015

Liabilities

Up

$4,033

Up $4,033 from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

Up

$1,070,561

Up $1,059,061 (+9209%) from 2015

Expenses

Up

$14,694

Up $2,506 (+21%) from 2015

Net Income

Up

$1,055,867

Up $1,056,555 (+153569%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,424Liabilities 2011: $02011Assets 2012: $1,424Liabilities 2012: $02012Assets 2013: $1,424Liabilities 2013: $0Net Assets 2013: $1,4242013Assets 2014: $1,424Liabilities 2014: $0Net Assets 2014: $1,4242014Assets 2015: $736Liabilities 2015: $0Net Assets 2015: $7362015Assets 2016: $1,060,636Liabilities 2016: $4,033Net Assets 2016: $1,056,6032016Assets 2017: $1,272,502Liabilities 2017: $211,035Net Assets 2017: $1,061,4672017Assets 2018: $1,290,638Liabilities 2018: $240,563Net Assets 2018: $1,050,0752018Assets 2019: $1,261,803Liabilities 2019: $225,763Net Assets 2019: $1,036,0402019Assets 2020: $1,273,750Liabilities 2020: $278,758Net Assets 2020: $994,9922020Assets 2021: $1,227,337Liabilities 2021: $245,890Net Assets 2021: $981,4472021Assets 2022: $1,212,540Liabilities 2022: $184,799Net Assets 2022: $1,027,7412022Assets 2023: $1,174,436Liabilities 2023: $149,769Net Assets 2023: $1,024,6672023Assets 2024: $1,747,128Liabilities 2024: $319,902Net Assets 2024: $1,427,2262024

Highlighted filing

2016

Assets$1,060,636
Liabilities$4,033
Net Assets$1,056,603
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $10,000Expenses 2011: $10,000Net Income 2011: $02011Revenue 2012: $5,000Expenses 2012: $5,000Net Income 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $24,000Expenses 2014: $24,000Net Income 2014: $02014Revenue 2015: $11,500Expenses 2015: $12,188Net Income 2015: -$6882015Revenue 2016: $1,070,561Expenses 2016: $14,694Net Income 2016: $1,055,8672016Revenue 2017: $107,970Expenses 2017: $103,106Net Income 2017: $4,8642017Revenue 2018: $112,554Expenses 2018: $123,946Net Income 2018: -$11,3922018Revenue 2019: $103,550Expenses 2019: $117,585Net Income 2019: -$14,0352019Revenue 2020: $49,850Expenses 2020: $90,898Net Income 2020: -$41,0482020Revenue 2021: $178,711Expenses 2021: $192,256Net Income 2021: -$13,5452021Revenue 2022: $193,601Expenses 2022: $147,307Net Income 2022: $46,2942022Revenue 2023: $138,003Expenses 2023: $168,577Net Income 2023: -$30,5742023Revenue 2024: $573,159Expenses 2024: $170,600Net Income 2024: $402,5592024

Highlighted filing

2016

Revenue$1,070,561
Expenses$14,694
Net Income$1,055,867
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES ETTELSONPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Merion Foundation
EIN
20-5374661
Phone
6106471267
Address
625 HAZELHURST AVENUE, MERION STATION, PA 19066

Signing Officer

Name
James Ettleson
Title
President
Phone
6106471267
Signed
2017-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Woolard Krajnik Masciangelo Llp
Address
50 W WELSH POOL ROAD, EXTON, PA 19341
Preparer
Frank Loughry
Phone
6103635200
Raw XML Appendix353 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MERION FRIENDS MEETING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RIVERBEND ENVIRONMENTAL EDUCATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAUNDERS HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0625 HAZELHURST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1615 MONTGOMERY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21950 SPRING MILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3100 LANCASTER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MERION STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NARBETH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GLADWYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WYNNEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119072
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319096
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt053188
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012188
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05000
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt063188
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051188
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MERION COMMUNITY ASSOCIATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1WOMAN'S CLUB OF BALA CYNWYD
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0625 HAZELHURST AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1382 BALA AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MERION STATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BALA CYNWYD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019066
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd119004
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11056911
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01056911
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0TWO PIECES OF PROPERTY LOCATED AT 382 BALA AVENUE & 327 LEVERING MILL ROAD IN LOWER MERION TOWNSHIP.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-05
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt02596
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt198
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REPAIR AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02596
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt198
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02596
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt198
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEPOSITS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt04033
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ETTLESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06106471267
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MERION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MERI
ReturnHeader/Filer/EIN0205374661
ReturnHeader/Filer/PhoneNum06106471267
ReturnHeader/Filer/USAddress/AddressLine1Txt0625 HAZELHURST AVENUE
ReturnHeader/Filer/USAddress/CityNm0MERION STATION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019066
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F22F0A27B976A5DCC26BB996228052C13C15B84B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.92.233.29
ReturnHeader/FilingSecurityInformation/IPDt02017-08-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:57:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232194268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOOLARD KRAJNIK MASCIANGELO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 W WELSH POOL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EXTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019341
ReturnHeader/PreparerPersonGrp/PhoneNum06103635200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK LOUGHRY
ReturnHeader/ReturnTs02017-08-03T15:36:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,060,636
Liabilities
$4,033
Net assets
$1,056,603
Revenue
$1,070,561
Expenses
$14,694
Net income
$1,055,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.32$1.43$0.57$0.17$0.40
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.15$1.02$0.14$0.17$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.18$1.03$0.19$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.25$0.98$0.18$0.19$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.28$0.99$0.05$0.09$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.23$1.04$0.10$0.12$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.24$1.05$0.11$0.12$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.21$1.06$0.11$0.10$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.07$0.01$1.06
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.02$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.01$0.01$0.00