Civic Intelligence

Merlin Foundation Inc.

990PF • Fiscal year 2013 • EIN 46-1388787

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 07, 2014

Organization Profile
125 Bank St No 30059802

(406) 728-0864

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

$979,653

No earlier filing loaded for comparison.

Net Assets

$979,653

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin99th percentile

Revenue

$983,545

No earlier filing loaded for comparison.

Expenses

$3,892

No earlier filing loaded for comparison.

Net Income

$979,653

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $979,653Liabilities 2013: $0Net Assets 2013: $979,6532013Assets 2014: $960,886Liabilities 2014: $315Net Assets 2014: $960,5712014Assets 2015: $1,059,440Liabilities 2015: $315Net Assets 2015: $1,059,1252015Assets 2016: $1,034,674Liabilities 2016: $1,000Net Assets 2016: $1,033,6742016Assets 2017: $988,810Liabilities 2017: $1,000Net Assets 2017: $987,8102017Assets 2018: $2,974,602Liabilities 2018: $1,000Net Assets 2018: $2,973,6022018Assets 2019: $3,544,909Liabilities 2019: $1,000Net Assets 2019: $3,543,9092019Assets 2020: $3,518,334Liabilities 2020: $1,000Net Assets 2020: $3,517,3342020Assets 2021: $6,143,822Liabilities 2021: $1,000Net Assets 2021: $6,142,8222021Assets 2022: $7,526,882Liabilities 2022: $1,000Net Assets 2022: $7,525,8822022Assets 2023: $7,161,617Liabilities 2023: $1,000Net Assets 2023: $7,160,6172023Assets 2024: $7,028,236Liabilities 2024: $1,000Net Assets 2024: $7,027,2362024

Highlighted filing

2013

Assets$979,653
Liabilities$0
Net Assets$979,653
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $983,545Expenses 2013: $3,892Net Income 2013: $979,6532013Revenue 2014: $27,331Expenses 2014: $46,413Net Income 2014: -$19,0822014Revenue 2015: $157,494Expenses 2015: $58,940Net Income 2015: $98,5542015Revenue 2016: $31,358Expenses 2016: $56,809Net Income 2016: -$25,4512016Revenue 2017: $19,495Expenses 2017: $65,359Net Income 2017: -$45,8642017Revenue 2018: $2,171,511Expenses 2018: $74,609Net Income 2018: $2,096,9022018Revenue 2019: $1,132,783Expenses 2019: $123,967Net Income 2019: $1,008,8162019Revenue 2020: $225,262Expenses 2020: $198,037Net Income 2020: $27,2252020Revenue 2021: $2,842,011Expenses 2021: $216,523Net Income 2021: $2,625,4882021Revenue 2022: $1,665,422Expenses 2022: $282,363Net Income 2022: $1,383,0592022Revenue 2023: $63,666Expenses 2023: $436,407Net Income 2023: -$372,7412023Revenue 2024: $307,906Expenses 2024: $441,287Net Income 2024: -$133,3812024

Highlighted filing

2013

Revenue$983,545
Expenses$3,892
Net Income$979,653
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 7, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN E O'CONNORChairman-$0--
ROY S O'CONNORDirector-$0--
CHRISTOPHER C O'CONNORDirector-$0--
MATTHEW C O'CONNORDirector-$0--
PHILIP E O'CONNORTreasurer-$0--
AMELIA J O'CONNORSecretary-$0--
Filing and Contact Details

Filer

EIN
46-1388787
Phone
4067280864

Signing Officer

Name
SUSAN E O'CONNOR
Title
Chairman
Phone
4067280864
Signed
2014-03-07
Discuss with paid preparer
Yes

Preparer

Preparer
Michael Gaus
Phone
7139524336
Raw XML Appendix305 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036238
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt036238
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SUSAN E O'CONNOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10125 BAN ST SUITE 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0MISSOULA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0MT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode059802
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0970025
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0975025
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0ART (VALUED AT DONOR'S COST)COMMON STOCK (VALUED AT NYSE VALUATION AT DATE OF GIFT)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-02-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT CUSTODIAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01309
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12583
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01309
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12583
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0SUSAN E O'CONNOR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine10125 BANK ST SUITE 300
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0MISSOULA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0MT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode059802
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN E O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04067280864
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10MERLIN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MERL
ReturnHeader/Filer/EIN0461388787
ReturnHeader/Filer/PhoneNum04067280864
ReturnHeader/Filer/USAddress/AddressLine10125 BANK ST NO 300
ReturnHeader/Filer/USAddress/City0MISSOULA
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593785693
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GAUS & HANEY A PROFESSIONAL CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105851 SAN FELIPE STE 895
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode077057
ReturnHeader/PreparerPersonGrp/PhoneNum07139524336
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL GAUS
ReturnHeader/ReturnTs02014-03-24T13:54:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$979,653
Liabilities
$0
Net assets
$979,653
Revenue
$983,545
Expenses
$3,892
Net income
$979,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.31$0.44$0.13
2023Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.06$0.44$0.37
2022Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$1.67$0.28$1.38
2021Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$2.84$0.22$2.63
2020Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.23$0.20$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$1.13$0.12$1.01
2018Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$2.17$0.07$2.10
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.02$0.07$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.03$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.16$0.06$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.05$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.98$0.00$0.98