Civic Intelligence

Merlin Mediation Counseling & Consult

EIN 47-1479303 • 501(c)3 • Helena, MT

Profile

To help individuals improve their lives with philosophy via three distinct yet related avenues: philosophical counseling, philosophical consulting, and philosophy-based community events.

PO Box 2034Helena, MT 59624-2034

www.merlinccc.org

Siviq Scores

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

Liabilities / Assets

90th percentile

0.62x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$2,692

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

68th percentile

9.6%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$14,536

Up $1,279 (+9.6%) from 2022

Liabilities

Down

$8,946

Down $5,560 (-38%) from 2022

Net Assets

Up

$5,590

Up $6,839 (+548%) from 2022

Revenue

Up

$49,534

Up $6,955 (+16%) from 2022

Expenses

Up

$42,695

Up $5,310 (+14%) from 2022

Net Income

Up

$6,839

Up $1,645 (+32%) from 2022

Trend Graphs

Balance Sheet Trend

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

$40K$20K$0-$20KAssets 2014: $1Liabilities 2014: $02014Assets 2015: $6,460Liabilities 2015: $23,272Net Assets 2015: -$16,8122015Assets 2021: $16,676Liabilities 2021: $23,119Net Assets 2021: -$6,4432021Assets 2022: $13,257Liabilities 2022: $14,506Net Assets 2022: -$1,2492022Assets 2023: $14,536Liabilities 2023: $8,946Net Assets 2023: $5,5902023

Highlighted filing

2023

Assets$14,536
Liabilities$8,946
Net Assets$5,590

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $733Expenses 2015: $17,545Net Income 2015: -$16,8122015Revenue 2021: $57,750Expenses 2021: $31,788Net Income 2021: $25,9622021Revenue 2022: $42,579Expenses 2022: $37,385Net Income 2022: $5,1942022Revenue 2023: $49,534Expenses 2023: $42,695Net Income 2023: $6,8392023

Highlighted filing

2023

Revenue$49,534
Expenses$42,695
Net Income$6,839

Filings

Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 28, 2016
Return Version
2015v2.1
Gross Receipts
$733
Mission and Program Overview

Mission

To help individuals improve their lives with philosophy via three distinct yet related avenues: philosophical counseling, philosophical consulting, and philosophy-based community events.

Program Services

DescriptionGrantsExpenses
TO EDUCATE THE PUBLIC ON THE BENEFITS, RELEVANCY AND APPLICATION OF PHILOSOPHY AND RELATED EDUCATIONAL/SCHOLARLY ENDEAVORS IN THE FIELDS OF PHILOSOPHY AND PSYCHOLOGY, TO PROMOTE THE ADVANCEMENT OF VARIOUS ASPECTS OF PHILOSOPHY AND PSYCHOLOGY AS BRANCHES OF KNOWLEDGE AND FORMS OF PRACTICE AND TO ENHANCE THE GLOBAL AND COMMUNITY HEALTH AND WELL-BEING THROUGH THE APPLICATION OF THESE DISCIPLINES$0$8,576
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARISA DIAZ-WAIANFounder/Exec. DirectorFT$379-$379
TRICIA CLEMONSSecretary/Admin. Director-$0--
J ANGELO CORLETTDirector-$0--
ARNOLD MCMAHONDirector-$0--
TROY DARONCODirector-$0--
Filing and Contact Details

Filer

Filer Name
Merlin Mediation Counseling & Consult
EIN
47-1479303
Phone
4062040064
Address
PO BOX 2034, HELENA, MT 59624-2034

Signing Officer

Name
Marisa Diaz-waian
Title
Executive Director
Phone
4062040064
Signed
2016-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 1040, HELENA, MT 59624
Preparer
Suzanne M Severin
Phone
4064421040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: discounts taken . Amount: 51.

Form 990-ez, Part I, Line 14

Description: depreciation/amortization. Amount: 1,505. Description: other expenses. Amount: 3,624. Total to form 990-ez, line 14: 5,129.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: internet & website . Amount: 1,199. Description: marketing . Amount: 2,285. Description: office expense . Amount: 803. Description: processing & filing fees . Amount: 915. Description: education & training . Amount: 281. Description: membership & dues . Amount: 461. Description: donation platforms . Amount: 108. Total to form 990-ez, line 16: 6,052.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 0. End of year amount: 6,020.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll liabilities . Beg. Of year amount: 0. End of year amount: 29. Description: notes payable . Beg. Of year amount: 0. End of year amount: 23,243.

Raw XML Appendix168 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum04062040064
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2034
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HELENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0596242034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0440
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0682
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-16812
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05867
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06460
IRS990EZ/GrossReceiptsAmt0733
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LoansToFromOfficersAmt023243
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd01
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-16812
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-16812
IRS990EZ/OccupancyRentUtltsAndMaintAmt05129
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1379
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRICIA CLEMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARISA DIAZ-WAIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2J ANGELO CORLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ARNOLD MCMAHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TROY DARONCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY/ADMIN. DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FOUNDER/EXEC. DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06020
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06052
IRS990EZ/OtherRevenueTotalAmt051
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP INDIVIDUALS IMPROVE THEIR LIVES WITH PHILOSOPHY VIA THREE DISTINCT YET RELATED AVENUES: PHILOSOPHICAL COUNSELING, PHILOSOPHICAL CONSULTING, AND PHILOSOPHY-BASED COMMUNITY EVENTS.
IRS990EZ/PrintingPublicationsPostageAmt0118
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO EDUCATE THE PUBLIC ON THE BENEFITS, RELEVANCY AND APPLICATION OF PHILOSOPHY AND RELATED EDUCATIONAL/SCHOLARLY ENDEAVORS IN THE FIELDS OF PHILOSOPHY AND PSYCHOLOGY, TO PROMOTE THE ADVANCEMENT OF VARIOUS ASPECTS OF PHILOSOPHY AND PSYCHOLOGY AS BRANCHES OF KNOWLEDGE AND FORMS OF PRACTICE AND TO ENHANCE THE GLOBAL AND COMMUNITY HEALTH AND WELL-BEING THROUGH THE APPLICATION OF THESE DISCIPLINES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08576
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0379
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt023272
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017545
IRS990EZ/TotalProgramServiceExpensesAmt08576
IRS990EZ/TotalRevenueAmt0733
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MERLINCCC.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0682
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt051
IRS990ScheduleA/OtherIncome509Grp/TotalAmt051
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93040
IRS990ScheduleA/PublicSupportTotal509Amt0682
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0682
IRS990ScheduleA/Total509Grp/TotalAmt0682
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0733
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0733
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt023243
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0ADVANCE FOR STARTUP
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt023243
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0MARISA DIAZ-WAIAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FOUNDER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt023243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DISCOUNTS TAKEN . AMOUNT: 51.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION/AMORTIZATION. AMOUNT: 1,505. DESCRIPTION: OTHER EXPENSES. AMOUNT: 3,624. TOTAL TO FORM 990-EZ, LINE 14: 5,129.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INTERNET & WEBSITE . AMOUNT: 1,199. DESCRIPTION: MARKETING . AMOUNT: 2,285. DESCRIPTION: OFFICE EXPENSE . AMOUNT: 803. DESCRIPTION: PROCESSING & FILING FEES . AMOUNT: 915. DESCRIPTION: EDUCATION & TRAINING . AMOUNT: 281. DESCRIPTION: MEMBERSHIP & DUES . AMOUNT: 461. DESCRIPTION: DONATION PLATFORMS . AMOUNT: 108. TOTAL TO FORM 990-EZ, LINE 16: 6,052.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PAYROLL LIABILITIES . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 29. DESCRIPTION: NOTES PAYABLE . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 23,243.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARISA DIAZ-WAIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04062040064
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERLIN MEDIATION COUNSELING & CONSULT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0MERL
ReturnHeader/Filer/EIN0471479303
ReturnHeader/Filer/PhoneNum04062040064
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2034
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0596242034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810385940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059624
ReturnHeader/PreparerPersonGrp/PhoneNum04064421040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE M SEVERIN
ReturnHeader/ReturnTs02016-06-30T12:37:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.