Civic Intelligence

Retired Employees of Merced County Association

EIN 46-4225341 • 501(c)7 • Merced, CA

Profile

To unite retired merced county employees, to be informed of their retirement benefits and issues affecting their retirement benefits

PO Box 3605Merced, CA 95344

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

92nd percentile

41%

Higher net margin than 92% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

15th percentile

-32%

Faster asset growth than 15% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

0.6%

Faster revenue growth than 48% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$234,861

Down $112,263 (-32%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$234,861

Down $112,263 (-32%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Up

$52,028

Up $292 (+0.6%) from 2024

Expenses

Up

$30,489

Up $2,112 (+7.4%) from 2024

Net Income

Down

$21,539

Down $1,820 (-7.8%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$400K$300K$200K$100K$0Assets 2019: $202,240Net Assets 2019: $202,2402019Assets 2020: $234,869Liabilities 2020: $02020Assets 2021: $273,166Net Assets 2021: $273,1662021Assets 2022: $296,056Net Assets 2022: $296,0562022Assets 2023: $323,765Liabilities 2023: $02023Assets 2024: $347,124Net Assets 2024: $347,1242024Assets 2025: $234,861Net Assets 2025: $234,8612025

Highlighted filing

2025

Assets$234,861
Liabilities-
Net Assets$234,861
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

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

$60K$40K$20K$0Revenue 2019: $50,071Expenses 2019: $27,277Net Income 2019: $22,7942019Revenue 2020: $49,527Expenses 2020: $16,898Net Income 2020: $32,6292020Revenue 2021: $52,269Expenses 2021: $13,972Net Income 2021: $38,2972021Revenue 2022: $49,500Expenses 2022: $26,610Net Income 2022: $22,8902022Revenue 2023: $59,409Expenses 2023: $31,700Net Income 2023: $27,7092023Revenue 2024: $51,736Expenses 2024: $28,377Net Income 2024: $23,3592024Revenue 2025: $52,028Expenses 2025: $30,489Net Income 2025: $21,5392025

Highlighted filing

2025

Revenue$52,028
Expenses$30,489
Net Income$21,539
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$234,861
Liabilities
-
Net assets
$234,861
Revenue
$52,028
Expenses
$30,489
Net income
$21,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.35$2.35$0.52$0.30$0.22
2024Detailed filing. Detailed filing data is available for this year.$3.47$3.47$0.52$0.28$0.23
2023Summary only. Only limited summary data is available for this year.$3.24$0.00$0.59$0.32$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$2.96$0.50$0.27$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.73$2.73$0.52$0.14$0.38
2020Summary only. Only limited summary data is available for this year.$2.35$0.00$0.50$0.17$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$2.02$0.50$0.27$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 19, 2026
Return Version
2024v5.2
Gross Receipts
$52,028
Mission and Program Overview

Mission

To unite retired merced county employees to be informed of their retirement

Program Services

DescriptionGrantsExpenses
None--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI NORMANPresident-$0--
DARTINE SOLISVice President-$0--
KAREN RODRIGUEZSecretary-$0--
RICHARD ST MARIETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Retired Employee of Merced County
EIN
46-4225341
Phone
2097695556
Address
PO BOX 3605, MERCED, CA 95344

Signing Officer

Name
Lori Norman
Title
President
Phone
2097695556
Signed
2026-01-19
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Lori Norman
Phone
8004725625
Supplemental Narrative

Additional Explanations

Lunches

“10354”

Conference

“2416”

Taxes

“202”

Dues

“1064”

Office Supplies

“149”

Meeting Expense

“376”

Tax Prep

“350”

Social

“448”

Donations

“600”

Insurance

“1614”

Misc

“4199”

Raw XML Appendix118 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD ST MARIE
IRS990EZ/BooksInCareOfDetail/PhoneNum02092018057
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0118 LAUREL AV
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Atwater
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095301
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0214197
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0234861
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021539
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0214197
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0234861
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt052028
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0987
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt051041
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0214197
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0235736
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0214197
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0234861
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI NORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DARTINE SOLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICHARD ST MARIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021772
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO UNITE RETIRED MERCED COUNTY EMPLOYEES TO BE INFORMED OF THEIR RETIREMENT
IRS990EZ/PrintingPublicationsPostageAmt06717
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0None
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030489
IRS990EZ/TotalRevenueAmt052028
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt010354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt91614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt104199
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LUNCHES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CONFERENCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2TAXES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3DUES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4OFFICE SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5MEETING EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6TAX PREP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7SOCIAL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8DONATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9INSURANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10MISC
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI NORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02097695556
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIRED EMPLOYEE OF MERCED COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0464225341
ReturnHeader/Filer/PhoneNum02097695556
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3605
ReturnHeader/Filer/USAddress/CityNm0MERCED
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095344
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori Norman
ReturnHeader/ReturnTs02026-01-27T19:41:58Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.