Civic Intelligence

Ruth & William Merkey Foundation

EIN 26-2749281 • Plymouth, MN

4270 Fountain Lane NorthPlymouth, MN 55446
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

62nd percentile

12%

Higher net margin than 62% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

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 2025

Asset Growth

40th percentile

0.0%

Faster asset growth than 40% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

76th percentile

33%

Faster revenue growth than 76% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,975,855

Up $26,972 (+1.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,975,855

Up $26,972 (+1.4%) from 2024

Operations
Liabilities / Revenue30th percentileNet Margin62nd percentile

Revenue

Up

$216,577

Up $76,623 (+55%) from 2024

Expenses

Up

$189,605

Up $23,240 (+14%) from 2024

Net Income

Up

$26,972

Up $53,383 (+202%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $2,338,034Liabilities 2014: $0Net Assets 2014: $2,338,0342014Assets 2015: $2,285,753Liabilities 2015: $0Net Assets 2015: $2,285,7532015Assets 2016: $2,247,198Liabilities 2016: $0Net Assets 2016: $2,247,1982016Assets 2017: $2,222,228Liabilities 2017: $0Net Assets 2017: $2,222,2282017Assets 2018: $2,154,564Liabilities 2018: $0Net Assets 2018: $2,154,5642018Assets 2019: $2,132,414Liabilities 2019: $0Net Assets 2019: $2,132,4142019Assets 2020: $2,124,710Liabilities 2020: $0Net Assets 2020: $2,124,7102020Assets 2021: $2,108,662Liabilities 2021: $0Net Assets 2021: $2,108,6622021Assets 2022: $2,033,684Liabilities 2022: $0Net Assets 2022: $2,033,6842022Assets 2023: $1,975,294Liabilities 2023: $0Net Assets 2023: $1,975,2942023Assets 2024: $1,948,883Liabilities 2024: $0Net Assets 2024: $1,948,8832024Assets 2025: $1,975,855Liabilities 2025: $0Net Assets 2025: $1,975,8552025

Highlighted filing

2025

Assets$1,975,855
Liabilities$0
Net Assets$1,975,855
Open 2025 Filing

Operations Trend

Revenue Growth76th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $98,850Expenses 2014: $141,518Net Income 2014: -$42,6682014Revenue 2015: $94,707Expenses 2015: $146,988Net Income 2015: -$52,2812015Revenue 2016: $126,754Expenses 2016: $165,309Net Income 2016: -$38,5552016Revenue 2017: $156,397Expenses 2017: $181,367Net Income 2017: -$24,9702017Revenue 2018: $130,334Expenses 2018: $197,998Net Income 2018: -$67,6642018Revenue 2019: $178,645Expenses 2019: $200,795Net Income 2019: -$22,1502019Revenue 2020: $187,089Expenses 2020: $194,793Net Income 2020: -$7,7042020Revenue 2021: $177,954Expenses 2021: $194,002Net Income 2021: -$16,0482021Revenue 2022: $123,259Expenses 2022: $198,237Net Income 2022: -$74,9782022Revenue 2023: $122,046Expenses 2023: $180,436Net Income 2023: -$58,3902023Revenue 2024: $139,954Expenses 2024: $166,365Net Income 2024: -$26,4112024Revenue 2025: $216,577Expenses 2025: $189,605Net Income 2025: $26,9722025

Highlighted filing

2025

Revenue$216,577
Expenses$189,605
Net Income$26,972
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,975,855
Liabilities
$0
Net assets
$1,975,855
Revenue
$216,577
Expenses
$189,605
Net income
$26,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.22$0.19$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.14$0.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.12$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.12$0.20$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.18$0.19$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.19$0.19$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.18$0.20$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.13$0.20$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.16$0.18$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.13$0.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.09$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.10$0.14$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jul 24, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA BOSSDirector/President/Treas-$0--
HELEN FISHERDirector/Secretary-$0--
SR ROSE JOCHMANDirector-$0--
KATHY ROLLINGDirector/Vice-President-$0--
Filing and Contact Details

Filer

Filer Name
Ruth & William Merkey Foundation
EIN
26-2749281
Phone
7635501962
Address
4270 FOUNTAIN LANE NORTH, PLYMOUTH, MN 55446

Signing Officer

Name
Linda Boss
Title
Secr/treas
Phone
7635501962
Signed
2025-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
520 N BROADWAY SUITE 250, GREEN BAY, WI 54303
Preparer
Kathleen Hermans CPA
Phone
9203369850
Raw XML AppendixShowing 400 of 627 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/GrantOrContributionPurposeTxt28CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ADOPT-A-NATIVE-ELDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN BIRD CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BENEDICTINE MISSION HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CATHOLIC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CATHOLIC RELIEF SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5COMMUNITY BIBLE STUDY INTERNATIONAL N AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CROSIER BROTHERS AND FATHERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7DOCTORS WITHOUT BORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8EWTN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9FRANCISCAN MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10FRIENDS OF KOWAK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11HOLY CROSS FAMILY MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12HOUSE OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13HSHS ST VINCENTST MARY'S HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14LIVING FAITH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15NEW COMMUNITY CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16NEW ZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17PAULS PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18PROJECT HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19RUSHES WILDERNESS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20SACRED HEART SOUTHERN MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21SALESIAN MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22SALVATION ARMY OF BROWN COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23SALVATORIAN MISSION WAREHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24SAMARITAN'S PURSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25SECOND HARVEST HEARTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26SISTERS OF ST FRANCIS OF THE HOLY CROSS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29XAVIER SOCIETY FOR THE BLIND
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