Civic Intelligence

Margaret and Richard Merrell Foundation

EIN 36-6123057 • Chicago, IL

20 N Clark Street 3000Chicago, IL 60602
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

5th percentile

-134%

Higher net margin than 5% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$12,500

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 25.8% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

23rd percentile

-6.3%

Faster asset growth than 23% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

20%

Faster revenue growth than 64% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$827,904

Down $55,585 (-6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$827,904

Down $55,585 (-6.3%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin5th percentile

Revenue

Up

$48,376

Up $8,080 (+20%) from 2023

Expenses

Down

$113,106

Down $397 (-0.3%) from 2023

Net Income

Up

-$64,730

Up $8,477 (+12%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.5M$1.0M$500K$0Assets 2020: $1,041,308Liabilities 2020: $27,374Net Assets 2020: $1,013,9342020Assets 2021: $1,047,004Liabilities 2021: $12,500Net Assets 2021: $1,034,5042021Assets 2022: $1,013,985Liabilities 2022: $0Net Assets 2022: $1,013,9852022Assets 2023: $883,489Liabilities 2023: $0Net Assets 2023: $883,4892023Assets 2024: $827,904Liabilities 2024: $0Net Assets 2024: $827,9042024

Highlighted filing

2024

Assets$827,904
Liabilities$0
Net Assets$827,904
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

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

$200K$100K$0-$100KRevenue 2020: $47,762Expenses 2020: $63,848Net Income 2020: -$16,0862020Revenue 2021: $149,642Expenses 2021: $128,902Net Income 2021: $20,7402021Revenue 2022: $111,343Expenses 2022: $130,556Net Income 2022: -$19,2132022Revenue 2023: $40,296Expenses 2023: $113,503Net Income 2023: -$73,2072023Revenue 2024: $48,376Expenses 2024: $113,106Net Income 2024: -$64,7302024

Highlighted filing

2024

Revenue$48,376
Expenses$113,106
Net Income-$64,730
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$827,904
Liabilities
$0
Net assets
$827,904
Revenue
$48,376
Expenses
$113,106
Net income
-$64,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.11$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.04$0.11$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.11$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.03$0.15$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.03$1.01$0.05$0.06$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 18, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard PortesPresident-$12,500-$12,500
Barbara PortesDirector-$0--
Howard D LermanAsst. Secretary-$0--
Jonathan PortesDirector-$0--
Filing and Contact Details

Filer

Filer Name
Margaret and Richard Merrell Foundation
EIN
36-6123057
Phone
3125789898
Address
20 N Clark Street 3000, Chicago, IL 60602

Signing Officer

Name
Howard D Lerman
Title
Asst. Secretary
Signed
2025-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Howard D Lerman & Associates Ltd
Address
20 North Clark Street Suite 3000, Chicago, IL 60602
Preparer
Howard D Lerman
Phone
3125789898
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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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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt157
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09145
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Cost Basis Adjustments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt09125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09125
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Howard D Lerman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Asst. Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Margaret and Richard Merrell Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0366123057
ReturnHeader/Filer/PhoneNum03125789898
ReturnHeader/Filer/USAddress/AddressLine1Txt020 N Clark Street 3000
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300585378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWARD D LERMAN & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 North Clark Street Suite 3000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060602
ReturnHeader/PreparerPersonGrp/PhoneNum03125789898
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Howard D Lerman
ReturnHeader/ReturnTs02025-04-18T14:33:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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