Civic Intelligence

The Merrill Foundation Inc.

990PF • Fiscal year 2015 • EIN 52-1490571

Jan 01, 2015 to Dec 31, 2015 • Filed on May 14, 2016

Organization Profile
111 South Calvert StreetBaltimore, MD 21202

(410) 949-2913

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

8th percentile

-50%

Higher net margin than 8% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

36th percentile

-1.5%

Faster asset growth than 36% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-39%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$14,777,397

Down $226,055 (-1.5%) from 2014

Net Assets

Down

$14,777,397

Down $226,055 (-1.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin8th percentile

Revenue

Down

$1,007,770

Down $650,575 (-39%) from 2014

Expenses

Up

$1,514,037

Up $48,479 (+3.3%) from 2014

Net Income

Down

-$506,267

Down $699,054 (-363%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$60M$40M$20M$0Assets 2011: $13,763,808Liabilities 2011: $02011Assets 2012: $14,112,746Liabilities 2012: $02012Assets 2013: $14,761,110Liabilities 2013: $0Net Assets 2013: $14,761,1102013Assets 2014: $15,003,452Liabilities 2014: $0Net Assets 2014: $15,003,4522014Assets 2015: $14,777,397Liabilities 2015: $0Net Assets 2015: $14,777,3972015Assets 2016: $18,418,249Liabilities 2016: $67,859Net Assets 2016: $18,350,3902016Assets 2017: $20,249,048Liabilities 2017: $156,480Net Assets 2017: $20,092,5682017Assets 2018: $42,469,407Liabilities 2018: $1,095,104Net Assets 2018: $41,374,3032018Assets 2019: $42,517,389Liabilities 2019: $0Net Assets 2019: $42,517,3892019Assets 2020: $45,720,185Liabilities 2020: $0Net Assets 2020: $45,720,1852020Assets 2021: $46,587,027Liabilities 2021: $0Net Assets 2021: $46,587,0272021Assets 2022: $45,144,966Liabilities 2022: $0Net Assets 2022: $45,144,9662022Assets 2023: $41,881,227Liabilities 2023: $0Net Assets 2023: $41,881,2272023Assets 2024: $42,170,031Liabilities 2024: $0Net Assets 2024: $42,170,0312024

Highlighted filing

2015

Assets$14,777,397
Liabilities$0
Net Assets$14,777,397
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $1,582,627Expenses 2011: $1,648,876Net Income 2011: -$66,2492011Revenue 2012: $1,605,475Expenses 2012: $1,256,541Net Income 2012: $348,9342012Revenue 2013: $2,288,374Expenses 2013: $1,640,010Net Income 2013: $648,3642013Revenue 2014: $1,658,345Expenses 2014: $1,465,558Net Income 2014: $192,7872014Revenue 2015: $1,007,770Expenses 2015: $1,514,037Net Income 2015: -$506,2672015Revenue 2016: $4,963,939Expenses 2016: $1,402,163Net Income 2016: $3,561,7762016Revenue 2017: $3,503,636Expenses 2017: $1,746,842Net Income 2017: $1,756,7942017Revenue 2018: $32,254,069Expenses 2018: $2,872,255Net Income 2018: $29,381,8142018Revenue 2019: $3,650,623Expenses 2019: $2,760,485Net Income 2019: $890,1382019Revenue 2020: $6,752,665Expenses 2020: $3,886,583Net Income 2020: $2,866,0822020Revenue 2021: $6,044,493Expenses 2021: $5,356,375Net Income 2021: $688,1182021Revenue 2022: $3,853,167Expenses 2022: $5,233,070Net Income 2022: -$1,379,9032022Revenue 2023: $1,803,081Expenses 2023: $5,058,153Net Income 2023: -$3,255,0722023Revenue 2024: $6,710,600Expenses 2024: $4,742,207Net Income 2024: $1,968,3932024

Highlighted filing

2015

Revenue$1,007,770
Expenses$1,514,037
Net Income-$506,267
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 14, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELEANOR MERRILLChairman-$0--
NANCY MERRILLPresidentPT$0--
WIL SIROTASecretary-$0--
CATHERINE MERRILL WILLIAMSDirectorPT$0--
DOUGLAS MERRILLDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Merrill Foundation Inc
EIN
52-1490571
In Care Of
% WILBERT SIROTA
Phone
4109492913
Address
111 SOUTH CALVERT STREET, BALTIMORE, MD 21202

Signing Officer

Name
Nancy Merrill
Title
President
Phone
7038930600
Signed
2016-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
8401 GREENSBORO DRIVE 8TH FLOOR, MCLEAN, VA 22102
Preparer
Nathan Park
Phone
7038930600
Raw XML AppendixShowing 400 of 421 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTANT FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05000
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE MARYLAND STATE ATTORNEY GENERAL DOES NOT REQUIRE A COPY OF FORM 990-PF FROM A FOUNDATION THAT DOES NOT SOLICIT CONTRIBUTIONS WITHIN THE STATE.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK - SEE ATTD
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIRST MANHATTAN #2930 [SEE ATTD]
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIRST MANHATTAN #2930 [SEE ATTD]
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22,063.000 SHS PENTAIR PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34,600.000 SHS AMEREN CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4400.000 SHS AMEREN CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53,450.000 SHS AMEREN CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc68,450.000 SHS AMEREN CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc76,500.000 SHS DISCOVERY COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc86,600.000 SHS GREIF INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc96,700.000 SHS NESTLE SA SPONSORED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1014,000.000 SHS OLD REPUBLIC INTL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1122,000.000 SHS OLD REPUBLIC INTL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-31
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0111 SOUTH CALVERT STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BALTIMORE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILBERT SIROTA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04109492913
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ELEANOR MERRILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01305250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0111 SOUTH CALVERT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0C/O WILBERT H SIROTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALITMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01305250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt01310250
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01463477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0153227
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0257197
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0136798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0420951
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0327101
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0153227
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0173874
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0834766
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0257197
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0136798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0420951
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01310250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01008640
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01161867
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PHILLIP MERRILL CHARITABLE LEAD TRU
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08401 GREENSBORO DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MCLEAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022102
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0700000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06672
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WIRE TRANSFER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC. ADMINISTRATIVE EXP.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MAILING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11430
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2220
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0286884
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RECOVERIES FROM ASPEN INSTITUTE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0164116
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0164116
TaxesSchedule/TaxesDetail/Amt020472
TaxesSchedule/TaxesDetail/Amt115000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020472
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY MERRILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07038930600
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-14

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,777,397
Liabilities
$0
Net assets
$14,777,397
Revenue
$1,007,770
Expenses
$1,514,037
Net income
-$506,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.2$0.00$42.2$6.71$4.74$1.97
2023Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$1.80$5.06$3.26
2022Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$3.85$5.23$1.38
2021Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$6.04$5.36$0.69
2020Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$6.75$3.89$2.87
2019Detailed filing. Detailed filing data is available for this year.$42.5$0.00$42.5$3.65$2.76$0.89
2018Detailed filing. Detailed filing data is available for this year.$42.5$1.10$41.4$32.3$2.87$29.4
2017Detailed filing. Detailed filing data is available for this year.$20.2$0.16$20.1$3.50$1.75$1.76
2016Detailed filing. Detailed filing data is available for this year.$18.4$0.07$18.4$4.96$1.40$3.56
2015Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$1.01$1.51$0.51
2014Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.66$1.47$0.19
2013Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$2.29$1.64$0.65
2012Summary only. Only limited summary data is available for this year.$14.1$0.00$1.61$1.26$0.35
2011Summary only. Only limited summary data is available for this year.$13.8$0.00$1.58$1.65$0.07