Civic Intelligence

The Merriman Financial Education Foundation

EIN 46-1507290 • Portland, OR

2445 NW Westover Road STE 311Portland, OR 97210
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

20th percentile

-15%

Higher net margin than 20% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

47th percentile

2.0%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

62nd percentile

19%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,295,068

Up $24,813 (+2.0%) from 2023

Liabilities

Down

$0

Down $53 (-100%) from 2023

Net Assets

Up

$1,295,068

Up $24,866 (+2.0%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin20th percentile

Revenue

Up

$104,962

Up $16,431 (+19%) from 2023

Expenses

Down

$120,329

Down $24,217 (-17%) from 2023

Net Income

Up

-$15,367

Up $40,648 (+73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,000,001Liabilities 2012: $3,2002012Assets 2013: $10,585Liabilities 2013: $10,0002013Assets 2014: $985,439Liabilities 2014: $02014Assets 2015: $982,112Liabilities 2015: $02015Assets 2016: $978,761Liabilities 2016: $0Net Assets 2016: $978,7612016Assets 2017: $1,042,683Liabilities 2017: $0Net Assets 2017: $1,042,6832017Assets 2018: $1,047,321Liabilities 2018: $0Net Assets 2018: $1,047,3212018Assets 2019: $1,045,104Liabilities 2019: $0Net Assets 2019: $1,045,1042019Assets 2020: $1,051,151Liabilities 2020: $0Net Assets 2020: $1,051,1512020Assets 2022: $1,188,289Liabilities 2022: $0Net Assets 2022: $1,188,2892022Assets 2023: $1,270,255Liabilities 2023: $53Net Assets 2023: $1,270,2022023Assets 2024: $1,295,068Liabilities 2024: $0Net Assets 2024: $1,295,0682024

Highlighted filing

2024

Assets$1,295,068
Liabilities$0
Net Assets$1,295,068
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,000,001Expenses 2012: $3,200Net Income 2012: $996,8012012Revenue 2013: $21,216Expenses 2013: $66,131Net Income 2013: -$44,9152013Revenue 2014: $126,943Expenses 2014: $93,390Net Income 2014: $33,5532014Revenue 2015: $89,212Expenses 2015: $92,539Net Income 2015: -$3,3272015Revenue 2016: $73,166Expenses 2016: $76,517Net Income 2016: -$3,3512016Revenue 2017: $167,078Expenses 2017: $103,156Net Income 2017: $63,9222017Revenue 2018: $119,620Expenses 2018: $114,982Net Income 2018: $4,6382018Revenue 2019: $125,329Expenses 2019: $127,546Net Income 2019: -$2,2172019Revenue 2020: $127,058Expenses 2020: $121,011Net Income 2020: $6,0472020Revenue 2022: $101,334Expenses 2022: $142,388Net Income 2022: -$41,0542022Revenue 2023: $88,531Expenses 2023: $144,546Net Income 2023: -$56,0152023Revenue 2024: $104,962Expenses 2024: $120,329Net Income 2024: -$15,3672024

Highlighted filing

2024

Revenue$104,962
Expenses$120,329
Net Income-$15,367
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,295,068
Liabilities
$0
Net assets
$1,295,068
Revenue
$104,962
Expenses
$120,329
Net income
-$15,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.10$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.09$0.14$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.10$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.13$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.13$0.13$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.12$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.17$0.10$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.07$0.08$0.00
2015Summary only. Only limited summary data is available for this year.$0.98$0.00$0.09$0.09$0.00
2014Summary only. Only limited summary data is available for this year.$0.99$0.00$0.13$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$0.01$0.01$0.02$0.07$0.04
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.00$1.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 17, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul MerrimanPresident/TreasurerPT$0--
Christen PedersenSecretary-$0--
Paul HeysDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Merriman Financial Education Foundation
EIN
46-1507290
Phone
2063728445
Address
2445 NW Westover Road STE 311, Portland, OR 97210

Signing Officer

Name
Paul Merriman
Title
President
Phone
2063728445
Signed
2025-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Group Inc
Address
2451 Atrium Way Suite 300, Nashville, TN 37214
Preparer
Andrew D Payne EA
Phone
6153619445
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Paul Merriman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Christen Pedersen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Paul Heys
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062474
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062474
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt078155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt084147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt072191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt067776
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt074448
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt074448
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0359591
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt057322
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt078155
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt084147
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt072191
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt067776
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0119796
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt057322
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0434039
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0376717
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Omar Boulds Jr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0530 1st Place SE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Pacific
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098047
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advertising Promotion
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Service Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Books, Subscriptions, References
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Information Technology
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Book Purchases
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Program Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0186
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1381
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt280
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3729
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4223
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt510
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0186
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1381
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3729
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt510
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6116
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Royalties, Book Sales, Subscriptions
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03665
OtherIncreasesSchedule/OtherIncreasesDetail/Amt040233
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Gains on Investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt037045
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt115205
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Website Contractors
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Social Media Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt037045
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt115205
TaxesSchedule/TaxesDetail/Amt0533
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Merriman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02063728445
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Merriman Financial Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MERR
ReturnHeader/Filer/EIN0461507290
ReturnHeader/Filer/PhoneNum02063728445
ReturnHeader/Filer/USAddress/AddressLine1Txt02445 NW Westover Road STE 311
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621813735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02451 Atrium Way Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037214
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew D Payne EA
ReturnHeader/ReturnTs02025-06-17T12:00:56-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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