Civic Intelligence

Ann a Mergens Foundation Inc.

EIN 27-4113304 • Shelburne, VT

Pub. 78 Eligible
PO Box 662Shelburne, VT 05482
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

43rd percentile

0.06x

Higher debt load relative to revenue than 43% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Net Margin

57th percentile

9.0%

Higher net margin than 57% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

75th percentile

$30,000

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

28th percentile

-1.8%

Faster asset growth than 28% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2025

Revenue Growth

53rd percentile

9.3%

Faster revenue growth than 53% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$6,213,154

Up $75,194 (+1.2%) from 2024

Liabilities

Up

$28,890

Up $28,890 from 2024

Net Assets

Up

$6,184,264

Up $46,304 (+0.8%) from 2024

Operations
Liabilities / Revenue43rd percentileNet Margin57th percentile

Revenue

Up

$512,728

Up $276,755 (+117%) from 2024

Expenses

Up

$466,424

Up $72,084 (+18%) from 2024

Net Income

Up

$46,304

Up $204,671 (+129%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $983,670Liabilities 2015: $0Net Assets 2015: $983,6702015Assets 2016: $6,965,664Liabilities 2016: $3Net Assets 2016: $6,965,6612016Assets 2017: $6,766,799Liabilities 2017: $0Net Assets 2017: $6,766,7992017Assets 2018: $6,613,555Liabilities 2018: $0Net Assets 2018: $6,613,5552018Assets 2019: $6,571,830Liabilities 2019: $0Net Assets 2019: $6,571,8302019Assets 2020: $6,457,240Liabilities 2020: $0Net Assets 2020: $6,457,2402020Assets 2021: $6,565,717Liabilities 2021: $0Net Assets 2021: $6,565,7172021Assets 2022: $6,556,897Liabilities 2022: $0Net Assets 2022: $6,556,8972022Assets 2023: $6,296,327Liabilities 2023: $0Net Assets 2023: $6,296,3272023Assets 2024: $6,137,960Liabilities 2024: $0Net Assets 2024: $6,137,9602024Assets 2025: $6,213,154Liabilities 2025: $28,890Net Assets 2025: $6,184,2642025

Highlighted filing

2025

Assets$6,213,154
Liabilities$28,890
Net Assets$6,184,264
Open 2025 Filing

Operations Trend

Revenue Growth53rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $61,480Expenses 2015: $58,733Net Income 2015: $2,7472015Revenue 2016: $6,256,607Expenses 2016: $274,616Net Income 2016: $5,981,9912016Revenue 2017: $186,996Expenses 2017: $385,858Net Income 2017: -$198,8622017Revenue 2018: $288,477Expenses 2018: $441,721Net Income 2018: -$153,2442018Revenue 2019: $328,641Expenses 2019: $370,367Net Income 2019: -$41,7262019Revenue 2020: $249,930Expenses 2020: $364,520Net Income 2020: -$114,5902020Revenue 2021: $563,450Expenses 2021: $454,973Net Income 2021: $108,4772021Revenue 2022: $393,100Expenses 2022: $401,920Net Income 2022: -$8,8202022Revenue 2023: $102,686Expenses 2023: $363,256Net Income 2023: -$260,5702023Revenue 2024: $235,973Expenses 2024: $394,340Net Income 2024: -$158,3672024Revenue 2025: $512,728Expenses 2025: $466,424Net Income 2025: $46,3042025

Highlighted filing

2025

Revenue$512,728
Expenses$466,424
Net Income$46,304
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$6,213,154
Liabilities
$28,890
Net assets
$6,184,264
Revenue
$512,728
Expenses
$466,424
Net income
$46,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.21$0.03$6.18$0.51$0.47$0.05
2024Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.24$0.39$0.16
2023Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.10$0.36$0.26
2022Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.39$0.40$0.01
2021Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.56$0.45$0.11
2020Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.25$0.36$0.11
2019Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.33$0.37$0.04
2018Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.29$0.44$0.15
2017Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.19$0.39$0.20
2016Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$6.26$0.27$5.98
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.06$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 13, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MERGENS-LOUGHRANPresident/Treas. & Exec. DirectorPT$30,000-$30,000
PAUL G MERGENSVice President-$0--
WILLIAM H WILTSHIRESecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLIVE LIKE JAKE FOUNDATIONOPERATIONSPCPALM BEACH GARDENS, FL, US$145,000
Paid GrantSHELBURNE FARMSOPERATIONSPCSHELBURNE, VT, US$40,000
Paid GrantSTERN CENTER FOR LANGUAGE AND LEARNINGOPERATIONSPCWILLISTON, VT, US$30,000
Paid GrantJUPITER HILLS COMMUNITY FOUNDATIONOPERATIONSPCTEQUESTA, FL, US$25,000
Paid GrantLOGGERHEAD MARINE LIFE CENTEROPERATIONSPCJUNO BEACH, FL, US$25,000
Paid GrantCENTER FOR CREATIVE EDUCATIONOPERATIONSPCWEST PALM BEACH, FL, US$20,000
Paid GrantBURLINGTON CITY ARTSOPERATIONSPCBURLINGTON, VT, US$15,000
Paid GrantBUSCH WILDLIFE SANCTUARYOPERATIONSPCJUPITER, FL, US$15,000
Paid GrantCHAMPLAIN COLLEGEOPERATIONSPCBURLINGTON, VT, US$15,000
Paid GrantGREATER BURLINGTON YMCAOPERATIONSPCBURLINGTON, VT, US$15,000
Filing and Contact Details

Filer

Filer Name
Ann a Mergens Foundation Inc
EIN
27-4113304
Phone
8026556770
Address
PO BOX 662, SHELBURNE, VT 05482

Signing Officer

Name
Mary Mergens-loughran
Title
President
Phone
8026556770
Signed
2026-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Am Peisch & Company Llp
Address
401 WATER TOWER CIRCLE STE 302, COLCHESTER, VT 05446-1914
Preparer
Todd J Burgess CPA
Phone
8026547255
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