Civic Intelligence

Merkel Foundation Inc.

EIN 39-1582624 • Brookfield, WI

Pub. 78 Eligible
3465 Muirwood DrBrookfield, WI 53045
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2025

Net Margin

93rd percentile

71%

Higher net margin than 93% of similar nonprofits.

$50M-$100M nonprofits • Source year 2025

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$50M-$100M nonprofits • Source year 2025

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-63%

Faster revenue growth than 3% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$56,122,211

Up $6,873,404 (+14%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

Up

$56,122,211

Up $6,873,404 (+14%) from 2024

Operations
Liabilities / Revenue12th percentileNet Margin93rd percentile

Revenue

Down

$8,345,079

Down $14,353,815 (-63%) from 2024

Expenses

Up

$2,443,837

Up $397,034 (+19%) from 2024

Net Income

Down

$5,901,242

Down $14,750,849 (-71%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$60M$40M$20M$0Assets 2011: $3,630,100Liabilities 2011: $02011Assets 2012: $3,663,472Liabilities 2012: $02012Assets 2013: $3,609,529Liabilities 2013: $02013Assets 2014: $3,535,027Liabilities 2014: $02014Assets 2015: $4,672,317Liabilities 2015: $02015Assets 2017: $4,684,842Liabilities 2017: $0Net Assets 2017: $4,684,8422017Assets 2018: $4,690,812Liabilities 2018: $0Net Assets 2018: $4,690,8122018Assets 2019: $4,977,864Liabilities 2019: $0Net Assets 2019: $4,977,8642019Assets 2020: $13,127,869Liabilities 2020: $1Net Assets 2020: $13,127,8692020Assets 2021: $17,593,799Liabilities 2021: $1Net Assets 2021: $17,593,7992021Assets 2022: $26,878,615Liabilities 2022: $1Net Assets 2022: $26,878,6152022Assets 2023: $31,096,519Liabilities 2023: $1Net Assets 2023: $31,096,5192023Assets 2024: $49,248,807Liabilities 2024: $1Net Assets 2024: $49,248,8072024Assets 2025: $56,122,211Liabilities 2025: $0Net Assets 2025: $56,122,2112025

Highlighted filing

2025

Assets$56,122,211
Liabilities$0
Net Assets$56,122,211
Open 2025 Filing

Operations Trend

Revenue Growth3rd percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $698,828Expenses 2011: $306,997Net Income 2011: $391,8312011Revenue 2012: $426,699Expenses 2012: $393,327Net Income 2012: $33,3722012Revenue 2013: $330,310Expenses 2013: $384,253Net Income 2013: -$53,9432013Revenue 2014: $365,539Expenses 2014: $440,041Net Income 2014: -$74,5022014Revenue 2015: $1,646,593Expenses 2015: $509,303Net Income 2015: $1,137,2902015Revenue 2017: $623,319Expenses 2017: $543,346Net Income 2017: $79,9732017Revenue 2018: $591,898Expenses 2018: $585,928Net Income 2018: $5,9702018Revenue 2019: $644,637Expenses 2019: $616,699Net Income 2019: $27,9382019Revenue 2020: $11,033,663Expenses 2020: $808,191Net Income 2020: $10,225,4722020Revenue 2021: $6,360,859Expenses 2021: $995,801Net Income 2021: $5,365,0582021Revenue 2022: $12,579,021Expenses 2022: $1,050,606Net Income 2022: $11,528,4152022Revenue 2023: $8,243,440Expenses 2023: $1,573,994Net Income 2023: $6,669,4462023Revenue 2024: $22,698,894Expenses 2024: $2,046,803Net Income 2024: $20,652,0912024Revenue 2025: $8,345,079Expenses 2025: $2,443,837Net Income 2025: $5,901,2422025

Highlighted filing

2025

Revenue$8,345,079
Expenses$2,443,837
Net Income$5,901,242
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$56,122,211
Liabilities
$0
Net assets
$56,122,211
Revenue
$8,345,079
Expenses
$2,443,837
Net income
$5,901,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$56.1$0.00$56.1$8.35$2.44$5.90
2024Detailed filing. Detailed filing data is available for this year.$49.2$0.00$49.2$22.7$2.05$20.7
2023Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$8.24$1.57$6.67
2022Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$12.6$1.05$11.5
2021Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$6.36$1.00$5.37
2020Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$11.0$0.81$10.2
2019Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.64$0.62$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.59$0.59$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.62$0.54$0.08
2015Summary only. Only limited summary data is available for this year.$4.67$0.00$1.65$0.51$1.14
2014Summary only. Only limited summary data is available for this year.$3.54$0.00$0.37$0.44$0.07
2013Summary only. Only limited summary data is available for this year.$3.61$0.00$0.33$0.38$0.05
2012Summary only. Only limited summary data is available for this year.$3.66$0.00$0.43$0.39$0.03
2011Summary only. Only limited summary data is available for this year.$3.63$0.00$0.70$0.31$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL L GARCESPresident/Director-$0--
SANDRA J BENZVice President/Secretary/Director-$0--
RANDY T BENZVice President/Treasurer/DirectorPT$0--
CARLOS M GARCESVice President/Director-$0--
Filing and Contact Details

Filer

Filer Name
Merkel Foundation Inc
EIN
39-1582624
Phone
2622279357
Address
3465 MUIRWOOD DR, BROOKFIELD, WI 53045

Signing Officer

Name
Randy T Benz
Title
Vice Pres/treasurer
Phone
2622279357
Signed
2025-12-10
Discuss with paid preparer
Yes

Preparer

Firm
Godfrey & Kahn Sc
Address
833 EAST MICHIGAN STREET SUITE 1800, MILWAUKEE, WI 53202-5615
Preparer
Timothy C Smith
Phone
4142733500
Raw XML AppendixShowing 400 of 713 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/RecipientBusinessName/BusinessNameLine1Txt15MAYWOOD ECOLOGICAL CENTER (ENVIRONMENTAL PARK TRUST OF SHEBOYGAN COUNTY)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17MILWAUKEE ACADEMY OF SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18NATIVITY JESUIT CATHOLIC SCHOOL ACADEMY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24SAFE HARBOR OF SHEBOYGAN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25SAINT FRANCIS DE SALES SEMINARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26SANTA FE COMMUNICATIONS INC (HEART OF THE NATION)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27SHARON S RICHARDSON COMMUNITY HOSPICE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28SHEBOYGAN COUNTY HISTORICAL SOCIETY & MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29SHEBOYGAN YOUTH SAILING CLUB INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30SHERMAN PHOENIX FOUNDATION INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35ST JUDE CHILDRENS RESEARCH HOSPITAL INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37THE SALVATION ARMY SHEBOYGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt38UNITED COMMUNITY CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39WISCONSIN HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40ST VINCENT DE PAUL SOCIETY OF WAUKESHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt41WORLD CRANIOFACIAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42ARCHDIOCESE OF MILWAUKEE INC (CATHOLIC STEWARDSHIP APPEAL)
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