Civic Intelligence

Mercedes Foundation

990PF • Fiscal year 2023 • EIN 41-6041352

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
1138 Kingsley Circle NorthSt Paul, MN 55118

(651) 245-9126

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

232%

Higher net margin than 99% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

16th percentile

-10%

Faster asset growth than 16% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$907,888

Down $101,609 (-10%) from 2022

Net Assets

Down

$907,888

Down $101,609 (-10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$43,714

Down $76,522 (-233%) from 2022

Expenses

Down

$57,895

Down $15,507 (-21%) from 2022

Net Income

Down

-$101,609

Down $61,015 (-150%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,355,721Liabilities 2011: $02011Assets 2012: $1,313,027Liabilities 2012: $02012Assets 2013: $1,321,168Liabilities 2013: $02013Assets 2014: $1,264,918Liabilities 2014: $02014Assets 2015: $1,263,132Liabilities 2015: $02015Assets 2019: $1,096,955Liabilities 2019: $6,0002019Assets 2020: $1,068,252Liabilities 2020: $0Net Assets 2020: $1,068,2522020Assets 2021: $1,050,091Liabilities 2021: $0Net Assets 2021: $1,050,0912021Assets 2022: $1,009,497Liabilities 2022: $0Net Assets 2022: $1,009,4972022Assets 2023: $907,888Liabilities 2023: $0Net Assets 2023: $907,8882023Assets 2024: $931,834Liabilities 2024: $0Net Assets 2024: $931,8342024

Highlighted filing

2023

Assets$907,888
Liabilities$0
Net Assets$907,888
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2011: $116,511Expenses 2011: $81,188Net Income 2011: $35,3232011Revenue 2012: $33,225Expenses 2012: $80,170Net Income 2012: -$46,9452012Revenue 2013: $87,453Expenses 2013: $75,061Net Income 2013: $12,3922013Revenue 2014: $20,875Expenses 2014: $85,802Net Income 2014: -$64,9272014Revenue 2015: $73,093Expenses 2015: $74,879Net Income 2015: -$1,7862015Revenue 2019: $21,381Expenses 2019: $77,769Net Income 2019: -$56,3882019Revenue 2020: $31,557Expenses 2020: $54,260Net Income 2020: -$22,7032020Revenue 2021: $45,851Expenses 2021: $64,012Net Income 2021: -$18,1612021Revenue 2022: $32,808Expenses 2022: $73,402Net Income 2022: -$40,5942022Revenue 2023: -$43,714Expenses 2023: $57,895Net Income 2023: -$101,6092023Revenue 2024: $69,764Expenses 2024: $45,818Net Income 2024: $23,9462024

Highlighted filing

2023

Revenue-$43,714
Expenses$57,895
Net Income-$101,609
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN BENZDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVISITATION SCHOOLGENERAL FUNDINGPCMENDOTA HEIGHTS, MN, US$40,000
Paid GrantST THOMAS ACADEMYGENERAL FUNDINGPCMENDOTA HEIGHTS, MN, US$10,000
Filing and Contact Details

Filer

Filer Name
Mercedes Foundation
EIN
41-6041352
Phone
6512459126
Address
1138 KINGSLEY CIRCLE NORTH, ST PAUL, MN 55118

Signing Officer

Name
Karen Benz
Title
Director
Phone
6512459126
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Lori Litan
Phone
6123764500
Raw XML Appendix321 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BLACKROCK STRAT INCM OPPTY PORT INSTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt025583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1100113
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025260
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-101609
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0244511
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-249101
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VISITATION SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0949 MENDOTA HEIGHTS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12455 VISITATION DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MENDOTA HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MENDOTA HEIGHTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04285
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt047314
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042345
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051599
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038060
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt047314
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0GEORGE AND KAREN BENZ 2003 CHARITABLE REMAINDER TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01138 KINGSLEY CIRCLE NORTH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ST PAUL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055118
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0180000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03776
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1920
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1WINDOW ROCK K-1
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03776
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1920
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN BENZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06512459126
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERCEDES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MERC
ReturnHeader/Filer/EIN0416041352
ReturnHeader/Filer/PhoneNum06512459126
ReturnHeader/Filer/USAddress/AddressLine1Txt01138 KINGSLEY CIRCLE NORTH
ReturnHeader/Filer/USAddress/CityNm0ST PAUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 S 6TH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123764500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI LITAN
ReturnHeader/ReturnTs02024-11-14T14:45:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$907,888
Liabilities
$0
Net assets
$907,888
Revenue
-$43,714
Expenses
$57,895
Net income
-$101,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.07$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.06$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.03$0.07$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.03$0.05$0.02
2019Summary only. Only limited summary data is available for this year.$1.10$0.01$0.02$0.08$0.06
2015Summary only. Only limited summary data is available for this year.$1.26$0.00$0.07$0.07$0.00
2014Summary only. Only limited summary data is available for this year.$1.26$0.00$0.02$0.09$0.06
2013Summary only. Only limited summary data is available for this year.$1.32$0.00$0.09$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.03$0.08$0.05
2011Summary only. Only limited summary data is available for this year.$1.36$0.00$0.12$0.08$0.04