Civic Intelligence

Merkley Charitable Trust

EIN 38-6528749 • Columbus, OH

Columbus, OH
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-62%

Higher net margin than 8% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$66,432

Higher top officer pay than 64% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

27th percentile

-3.0%

Faster asset growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-59%

Faster revenue growth than 5% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Using 2023 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$3,730,995

Up $171,805 (+4.8%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin8th percentile

Revenue

Up

$441,671

Up $215,742 (+95%) from 2022

Expenses

Down

$270,505

Down $795 (-0.3%) from 2022

Net Income

Up

$171,166

Up $216,537 (+477%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,958,379Liabilities 2011: $02011Assets 2012: $3,866,865Liabilities 2012: $02012Assets 2013: $3,905,007Liabilities 2013: $02013Assets 2014: $3,854,088Liabilities 2014: $02014Assets 2015: $3,830,434Liabilities 2015: $02015Assets 2019: $3,700,039Liabilities 2019: $02019Assets 2020: $3,567,586Liabilities 2020: $1Net Assets 2020: $3,567,5862020Assets 2021: $3,588,083Liabilities 2021: $1Net Assets 2021: $3,588,0832021Assets 2022: $3,559,190Liabilities 2022: $12022Assets 2023: $3,730,995Liabilities 2023: $12023

Latest loaded filing

2023

Assets$3,730,995
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $258,631Expenses 2011: $247,088Net Income 2011: $11,5432011Revenue 2012: $164,435Expenses 2012: $250,472Net Income 2012: -$86,0372012Revenue 2013: $225,415Expenses 2013: $197,916Net Income 2013: $27,4992013Revenue 2014: $168,411Expenses 2014: $221,194Net Income 2014: -$52,7832014Revenue 2015: $187,304Expenses 2015: $211,624Net Income 2015: -$24,3202015Revenue 2019: $187,485Expenses 2019: $285,608Net Income 2019: -$98,1232019Revenue 2020: $148,067Expenses 2020: $285,520Net Income 2020: -$137,4532020Revenue 2021: $298,021Expenses 2021: $275,935Net Income 2021: $22,0862021Revenue 2022: $225,929Expenses 2022: $271,300Net Income 2022: -$45,3712022Revenue 2023: $441,671Expenses 2023: $270,505Net Income 2023: $171,1662023

Latest loaded filing

2023

Revenue$441,671
Expenses$270,505
Net Income$171,166
Open 2023 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$0.44$0.27$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$0.23$0.27$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.30$0.28$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.15$0.29$0.14
2019Summary only. Only limited summary data is available for this year.$3.70$0.00$0.19$0.29$0.10
2015Summary only. Only limited summary data is available for this year.$3.83$0.00$0.19$0.21$0.02
2014Summary only. Only limited summary data is available for this year.$3.85$0.00$0.17$0.22$0.05
2013Summary only. Only limited summary data is available for this year.$3.91$0.00$0.23$0.20$0.03
2012Summary only. Only limited summary data is available for this year.$3.87$0.00$0.16$0.25$0.09
2011Summary only. Only limited summary data is available for this year.$3.96$0.00$0.26$0.25$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$63,493-$63,493
Filing and Contact Details

Filer

Filer Name
Merkley Charitable Trust
EIN
38-6528749
Phone
8103427089
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
8103427089
Signed
2025-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura Strobel
Phone
4123556000
Raw XML AppendixShowing 400 of 503 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/RecipientUSAddress/StateAbbreviationCd3MI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148503

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