Civic Intelligence

The Merwin Foundation Inc

990PF • Fiscal year 2017 • EIN 37-1401906

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 18, 2018

PO Box 1665Bloomington, IL 61702-1665

(309) 664-2135

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

4th percentile

-128%

Higher net margin than 4% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1069%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$3,448

Down $2,609,699 (-100%) from 2016

Net Assets

Down

$3,448

Down $2,609,699 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$2,485,778

Up $2,273,140 (+1069%) from 2016

Expenses

Up

$5,669,916

Up $5,527,964 (+3894%) from 2016

Net Income

Down

-$3,184,138

Down $3,254,824 (-4605%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2015: $2,518,211Liabilities 2015: $1,395Net Assets 2015: $2,516,8162015Assets 2016: $2,613,147Liabilities 2016: $0Net Assets 2016: $2,613,1472016Assets 2017: $3,448Liabilities 2017: $0Net Assets 2017: $3,4482017

Highlighted filing

2017

Assets$3,448
Liabilities$0
Net Assets$3,448

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2015: $243,458Expenses 2015: $139,252Net Income 2015: $104,2062015Revenue 2016: $212,638Expenses 2016: $141,952Net Income 2016: $70,6862016Revenue 2017: $2,485,778Expenses 2017: $5,669,916Net Income 2017: -$3,184,1382017

Highlighted filing

2017

Revenue$2,485,778
Expenses$5,669,916
Net Income-$3,184,138
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 18, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON MERWINPresident-$0--
LAURA REARDONVice-Pres-$0--
GUY C FRAKERSec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Merwin Foundation Inc
EIN
37-1401906
Phone
3096642135
Address
PO BOX 1665, BLOOMINGTON, IL 61702-1665

Signing Officer

Name
Sharon Merwin
Title
President
Phone
3096642135
Signed
2018-06-18
Discuss with paid preparer
Yes

Preparer

Firm
Graham Newlin LLC
Address
202 N CENTER ST, BLOOMINGTON, IL 61701-3901
Preparer
Bruce W Breitweiser
Phone
3122781130
Raw XML Appendix378 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/GrantOrContributionPurposeTxt3EXPANSION PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO HELP KIDS AND FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ILLINOIS WESLEYAN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MCLEAN COUNTY MUSEUM OF HISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PARKLANDS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COMMUNITY HEALTHCARE CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE BABY FOLD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 NORTH MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 12
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3902 N FRANKLIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4108 EAST WILLOW STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51201 N HERSHEY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BLOOMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BLOOMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORMAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NORMAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORMAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BLOOMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd161701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd261761
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd361761
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd461761
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd561704
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0231126
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt083336
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0231126
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05328505
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05328505
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05642967
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05328505
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05328505
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt083336
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF DAVIS U MERWIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 1665
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BLOOMINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0617021665
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt017235
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt017235
LiquidationExplanationStmt/ExplanationTxt0THE MERWIN FOUNDATION, INC. FOR ADMINISTRATION REASONS, DECIDED TO REORGANIZE FROM A CORPORATE ENTITY TO A NONCORPORATE TRUST ENTITY. THE NEW TRUST, "THE MERWIN FOUNDATION" EIN 36-7699613 WAS ESTABLISHED AND RECEIVED THE EFFECTIVE DATE OF EXEMPTION FROM THE INTERNAL REVENUE SERVICE ON 5/9/17. ON DECEMBER 28, 2017, MULTIPLE EQUITIES WERE TRANSFERRED TO THE NEW TRUST WITH A FAIR MARKET VALUE OF 4,852,423.32. ON DECEMBER 29, 2017, CASH IN THE AMOUNT OF 662,172 WAS ALSO TRANSFERRED TO THE NEW TRUST. ASSETS WITH A FAIR MARKET VALUE OF 3,447.83 REMAIN IN THE CORPORATION AT DECEMBER 31, 2017. THESE ASSETS WILL BE TRANSFERRED TO THE NEW TRUST IN 2018 AND THE CORPORATION WILL FILE A FINAL 2018 FORM 990-PF RETURN.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0465
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OVERPAYMENT OF 990PF EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0504
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11624
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0504
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11624
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EQUITIES TRANSFER (STMT 9)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CASH TRANSFER (STMT 9)
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04852423
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1662172
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0865
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0865
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14852423
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2662172
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0574439
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON MARKETABLE SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt049274
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt024637
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024637
TaxesSchedule/TaxesDetail/Amt0376
TaxesSchedule/TaxesDetail/Amt11071
TaxesSchedule/TaxesDetail/CategoryTxt0990PF TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01071
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON MERWIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03096642135
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MERWIN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MERW
ReturnHeader/Filer/EIN0371401906
ReturnHeader/Filer/PhoneNum03096642135
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1665
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0617021665
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00D6111DE887E7AF52DE09838A5A5DE7E32FE3032
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId053D458C82320E5CA4BCA37F288A6CEEB15A0A3C7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-06-21
ReturnHeader/FilingSecurityInformation/IPTm010:01:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464411427
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAHAM NEWLIN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0202 N CENTER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0617013901
ReturnHeader/PreparerPersonGrp/PhoneNum03122781130
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE W BREITWEISER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-21T12:05:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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