Civic Intelligence

Meritas Inc

990 • Fiscal year 2019 • EIN 41-1680234

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 13, 2020

Organization ProfileWWW.MERITAS.ORG

View Organization Page

800 Hennepin Avenue No 600Minneapolis, MN 55403

(612) 339-8680

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.47x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.44x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Net Margin

29th percentile

-0.8%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$351,594

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Asset Growth

29th percentile

-0.4%

Faster asset growth than 29% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

0.8%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$3,947,326

Down $17,121 (-0.4%) from 2018

Net Assets

Down

$2,081,635

Down $33,712 (-1.6%) from 2018

Liabilities

Up

$1,865,691

Up $16,591 (+0.9%) from 2018

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin29th percentile

Revenue

Up

$4,255,175

Up $33,702 (+0.8%) from 2018

Expenses

Up

$4,288,887

Up $211,242 (+5.2%) from 2018

Net Income

Down

-$33,712

Down $177,540 (-123%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,647,498Liabilities 2011: $1,910,751Net Assets 2011: $1,736,7472011Assets 2012: $3,572,881Liabilities 2012: $1,935,533Net Assets 2012: $1,637,3482012Assets 2013: $3,456,718Liabilities 2013: $1,894,500Net Assets 2013: $1,562,2182013Assets 2014: $3,517,013Liabilities 2014: $1,846,083Net Assets 2014: $1,670,9302014Assets 2015: $3,606,029Liabilities 2015: $1,882,471Net Assets 2015: $1,723,5582015Assets 2016: $3,556,298Liabilities 2016: $1,830,145Net Assets 2016: $1,726,1532016Assets 2017: $3,842,932Liabilities 2017: $1,871,413Net Assets 2017: $1,971,5192017Assets 2018: $3,964,447Liabilities 2018: $1,849,100Net Assets 2018: $2,115,3472018Assets 2019: $3,947,326Liabilities 2019: $1,865,691Net Assets 2019: $2,081,6352019Assets 2020: $4,261,942Liabilities 2020: $1,839,233Net Assets 2020: $2,422,7092020Assets 2021: $4,826,395Liabilities 2021: $1,883,253Net Assets 2021: $2,943,1422021Assets 2022: $5,178,417Liabilities 2022: $1,980,751Net Assets 2022: $3,197,6662022Assets 2023: $5,463,855Liabilities 2023: $2,066,724Net Assets 2023: $3,397,1312023Assets 2024: $5,687,080Liabilities 2024: $2,101,042Net Assets 2024: $3,586,0382024

Highlighted filing

2019

Assets$3,947,326
Liabilities$1,865,691
Net Assets$2,081,635
Open 2019 Filing

Operations Trend

Revenue Growth39th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,043,971Expenses 2011: $3,868,979Net Income 2011: $174,9922011Revenue 2012: $4,043,466Expenses 2012: $4,142,865Net Income 2012: -$99,3992012Revenue 2013: $4,160,431Expenses 2013: $4,235,561Net Income 2013: -$75,1302013Revenue 2014: $4,142,992Expenses 2014: $4,034,280Net Income 2014: $108,7122014Revenue 2015: $3,983,579Expenses 2015: $3,930,951Net Income 2015: $52,6282015Revenue 2016: $4,054,191Expenses 2016: $4,051,596Net Income 2016: $2,5952016Revenue 2017: $4,188,234Expenses 2017: $3,942,868Net Income 2017: $245,3662017Revenue 2018: $4,221,473Expenses 2018: $4,077,645Net Income 2018: $143,8282018Revenue 2019: $4,255,175Expenses 2019: $4,288,887Net Income 2019: -$33,7122019Revenue 2020: $3,527,860Expenses 2020: $3,186,787Net Income 2020: $341,0732020Revenue 2021: $3,491,008Expenses 2021: $2,970,575Net Income 2021: $520,4332021Revenue 2022: $4,193,238Expenses 2022: $3,938,713Net Income 2022: $254,5252022Revenue 2023: $4,671,906Expenses 2023: $4,472,441Net Income 2023: $199,4652023Revenue 2024: $4,464,463Expenses 2024: $4,275,556Net Income 2024: $188,9072024

Highlighted filing

2019

Revenue$4,255,175
Expenses$4,288,887
Net Income-$33,712
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 13, 2020
Return Version
2019v5.1
Gross Receipts
$4,255,175
Mission and Program Overview

Mission

The meritas mission is to serve its members - approximately 200 law firms - by connecting consumers and providers of high quality legal services globally. Meritas achieves this mission by building relationships between its members, providing educational programs for its members, implementing a rigorous quality assurance program for its members and informing consumers of legal services about meritas and its benefits through various marketing initiatives.

Meritas is a global network of independent law firms. See schedule o for additional information.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,390,545$2,043,721▼ $346,824
Accounts Receivable$1,116,279$1,043,306▼ $72,973
Prepaid Expenses and Deferred Charges$225,972$416,953▲ $190,981
Land, Buildings, and Equipment, Net$45,055$240,600▲ $195,545
Cash and Non-Interest-Bearing Accounts$186,596$202,746▲ $16,150
Total Assets$3,964,447$3,947,326▼ $17,121
Liabilities
Deferred Revenue$1,717,496$1,758,077▲ $40,581
Accounts Payable and Accrued Expenses$131,604$107,614▼ $23,990
Total Liabilities$1,849,100$1,865,691▲ $16,591
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,115,347$2,081,635▼ $33,712
Total Net Assets Fund Balance$2,115,347$2,081,635▼ $33,712
Total Liabilities and Net Assets / Fund Balance$3,964,447$3,947,326▼ $17,121

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$216,504$658,247$874,751
Equipment$24,096$285,215$309,311
Leasehold Improvements$0$29,871$29,871
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tanna MoorePresident & CEOFT$319,025$32,569$351,594
Dawn IacarellaUS & Canada Regional DirecFT$189,371$15,678$205,049
Kimberly HeinrichDirector of Global MarketingFT$141,612$24,642$166,254
Lauren BurnhamController & TreasurerFT$110,216$11,415$121,631
Jill WileyChairman of the BoardPT$76,500-$76,500

Board Members and Trustees

NameTitle
A Irvin ScheinDirector
Benje BaileyDirector
Colin WexlerDirector
Darcy KishidaDirector
Diego BotanaDirector
Etai ShayDirector
Francisco PeroniDirector
George MartinDirector
Jeremie BoublilDirector
Jonathan KatanDirector
Jules TurcotteDirector
Leila GaniDirector
Melissa PenaDirector
Michael DefrankDirector
Norma StanleyDirector
Olli KiuruDirector
Philip BurkeDirector
Roxann GallagherDirector
S Todd NealDirector
William GilbrideDirector
Yao RaoDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
One North InteractiveteksystemsRebranding & Website DesignPO BOX 402042, Atlanta, GA 30384, Uk$420,208
-Member Relations-$155,328
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,234,875
Investment Income
$20,300
Other Revenue
$0
Change in Net Assets
$-33,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,747,443
Salaries, Compensation, and Employee Benefits$1,541,444
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$777,624
Current Officers, Directors, Trustees, and Key Employees---$549,725
Fees for Services Other---$480,491
Advertising---$472,203
Travel---$206,256
Information Technology---$173,599
Office Expenses---$148,230
Occupancy---$142,741
Other Employee Benefits---$105,049
Payroll Taxes---$86,570
Depreciation Depletion---$28,647
Other Expenses---$23,333
Pension Plan Contributions---$22,476
Conferences and Meetings---$17,970
Insurance---$10,599
Fees for Services Accounting---$9,225
All Other Expenses---$8,084
Fees for Services Legal---$5,267
Total Functional Expenses$0$0$0$4,288,887
International Activity

International Summary

Offices
0
Employees
5
Spending
$547,296

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeProgram ServicesMarketing & Bus. Dev.02$285,429
East Asia and the PacificProgram ServicesMarketing & Bus. Dev.02$177,110
Central America/caribbeanProgram ServicesMarketing & Bus. Dev.00$35,118
AfricaProgram ServicesMarketing & Bus. Dev.01$33,757
North America (canada)Program ServicesMarketing & Bus. Dev.00$15,882
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Membership is limited to law firms whose lawyers are eligible to practice law in their respective jurisdictions, and a firm becomes a member by being invited to apply and demonstrating they meet meritas qualifications and standards.”

Form 990, Part VI, Section A, Line 7A

“Member firms exercise their voting rights at least once a year when they vote to elect members to its board of directors.”

Form 990, Part VI, Section A, Line 7B

“Board committees are comprised of members, some of whom are not part of the board of directors. Committees have the right to make the decisions outlined in their committee charters. Members do not have any right to, title to or interest in meritas' real property.”

Form 990, Part VI, Section B, Line 11B

“The process used by the organization to review this form 990: the governing body delegated the review of the 990 to the finance committee. This form 990 was sent electronically to the finance committee for review with final approval given at the finance committee meeting. A copy of the 990 will be sent to the board after it is approved by the finance committee, but prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest disclosure forms are completed each year for new board of director members, officers and directors.”

Form 990, Part VI, Section C, Line 19

“No documents are available to the public: all bylaws and policies are available to the general membership via the "members only" portal of the website.”

Filing and Contact Details

Filer

Filer Name
Meritas Inc
EIN
41-1680234
Phone
6123398680
Address
800 HENNEPIN AVENUE NO 600, MINNEAPOLIS, MN 55403

Signing Officer

Name
Sona Pancholy
Title
President
Phone
6123398680
Signed
2020-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sona Pancholy
Formed
1990
Legal Domicile
Mn
Voting Board Members
22
Independent Board Members
21
Employees
12
Volunteers
0

Preparer

Firm
Ritz & Associates Pa
Address
3601 MINNESOTA DRIVE SUITE 510, BLOOMINGTON, MN 55435
Preparer
Christopher Ritz
Phone
9528971477
Supplemental Narrative

Additional Explanations

Form 990 Part I Line 1

“Founded in 1990, meritas, inc. Is a global alliance of independent law firms working collaboratively to provide businesses with qualified legal expertise and law firms with a safe place to refer clients. Meritas is the only law firm alliance with an established and comprehensive means of monitoring and enhancing the quality of its members' firms. Meritas membership is extended by invitation only, and firms are regularly assessed for the breadth of their practice expertise and client satisfaction.”

Form 990, Part IX, Line 11G

“Regional contract services 279,756. Other 200,735.”

Raw XML AppendixShowing 400 of 591 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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IRS990/Form990PartVIISectionAGrp/PersonNm13S TODD NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm14MELISSA PENA
IRS990/Form990PartVIISectionAGrp/PersonNm15FRANCISCO PERONI
IRS990/Form990PartVIISectionAGrp/PersonNm16YAO RAO
IRS990/Form990PartVIISectionAGrp/PersonNm17A IRVIN SCHEIN
IRS990/Form990PartVIISectionAGrp/PersonNm18ETAI SHAY
IRS990/Form990PartVIISectionAGrp/PersonNm19NORMA STANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm20JULES TURCOTTE
IRS990/Form990PartVIISectionAGrp/PersonNm21COLIN WEXLER
IRS990/Form990PartVIISectionAGrp/PersonNm22TANNA MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm23LAUREN BURNHAM
IRS990/Form990PartVIISectionAGrp/PersonNm24KIMBERLY HEINRICH
IRS990/Form990PartVIISectionAGrp/PersonNm25DAWN IACARELLA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt076500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22319025
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23110216
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24141612
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25189371
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt23CONTROLLER & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIR OF GLOBAL MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt25US & CANADA REGIONAL DIREC
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04255175
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0173599
IRS990/InsuranceGrp/TotalAmt010599
IRS990/InvestmentIncomeGrp/ExclusionAmt020300
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020300
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0973333
IRS990/LandBldgEquipBasisNetGrp/BOYAmt045055
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0240600
IRS990/LandBldgEquipCostOrOtherBssAmt01213933
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02115347
IRS990/NetAssetsOrFundBalancesEOYAmt02081635
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02115347
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02081635
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0142741
IRS990/OfficeExpensesGrp/TotalAmt0148230
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0105049
IRS990/OtherExpensesGrp/Desc0MEETINGS
IRS990/OtherExpensesGrp/Desc1CONFERENCES/TRADESHOWS
IRS990/OtherExpensesGrp/Desc2RECRUITING/ORIENTATION
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP SVCS RETENTI
IRS990/OtherExpensesGrp/TotalAmt0824523
IRS990/OtherExpensesGrp/TotalAmt1117218
IRS990/OtherExpensesGrp/TotalAmt279057
IRS990/OtherExpensesGrp/TotalAmt323333
IRS990/OtherSalariesAndWagesGrp/TotalAmt0777624
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt086570
IRS990/PensionPlanContributionsGrp/TotalAmt022476
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0225972
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0416953
IRS990/PrincipalOfficerNm0SONA PANCHOLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP MEETING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03446087
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1788788
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03446087
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1788788
IRS990/ProgSrvcAccomActy2Grp/Desc0MARKETING: MARKETING AT MERITAS INCLUDES THE MERITAS WEB SITE, A PUBLIC RELATIONS PROGRAM, TRADESHOW APPEARANCES AND SPONSORSHIPS AS WELL AS PUBLICATIONS. THE OBJECTIVE OF MARKETING IS TO CREATE AWARENESS OF THE MERITAS ORGANIZATION AMONG PROSPECTIVE CLIENTS OF MERITAS FIRMS.
IRS990/ProgSrvcAccomActy3Grp/Desc0REGIONAL MEMBER SUPPORT: REGIONAL MEMBER SUPPORT INVOLVES THE DEVELOPMENT AND MANAGEMENT OF INITIATIVES THAT FACILITATE MEMBER ENGAGEMENT, LEADERSHIP AND PLANNING AND THE SHARING OF INFORMATION AND BEST PRACTICES. MEMBER FIRMS ARE SUPPORTED THROUGH THE PLANNING, EXECUTION AND FOLLOW-UP OF THESE REGIONAL INITIATIVES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016368
IRS990/PYOtherExpensesAmt02570394
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04205105
IRS990/PYRevenuesLessExpensesAmt0143828
IRS990/PYSalariesCompEmpBnftPaidAmt01507251
IRS990/PYTotalExpensesAmt04077645
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04221473
IRS990/ReconcilationRevenueExpnssAmt0-33712
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02390545
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02043721
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt03446087
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt024096
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0285215
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0309311
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt029871
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt029871
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0216504
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0658247
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0874751
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0240600
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt12
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt32
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt41
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,947,326
Liabilities
$1,865,691
Net assets
$2,081,635
Revenue
$4,255,175
Expenses
$4,288,887
Net income
-$33,712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.69$2.10$3.59$4.46$4.28$0.19
2023Detailed filing. Detailed filing data is available for this year.$5.46$2.07$3.40$4.67$4.47$0.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$1.98$3.20$4.19$3.94$0.25
2021Detailed filing. Detailed filing data is available for this year.$4.83$1.88$2.94$3.49$2.97$0.52
2020Detailed filing. Detailed filing data is available for this year.$4.26$1.84$2.42$3.53$3.19$0.34
2019Detailed filing. Detailed filing data is available for this year.$3.95$1.87$2.08$4.26$4.29$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.96$1.85$2.12$4.22$4.08$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.84$1.87$1.97$4.19$3.94$0.25
2016Detailed filing. Detailed filing data is available for this year.$3.56$1.83$1.73$4.05$4.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.61$1.88$1.72$3.98$3.93$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.52$1.85$1.67$4.14$4.03$0.11
2013Summary only. Only limited summary data is available for this year.$3.46$1.89$1.56$4.16$4.24$0.08
2012Summary only. Only limited summary data is available for this year.$3.57$1.94$1.64$4.04$4.14$0.10
2011Summary only. Only limited summary data is available for this year.$3.65$1.91$1.74$4.04$3.87$0.17