Civic Intelligence

Merriman Family Foundation

990PF • Fiscal year 2015 • EIN 84-1450529

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

7 Pine Tree WayDurango, CO 81301

(970) 759-9223

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

74th percentile

0.17x

Higher debt load relative to revenue than 74% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

56th percentile

$4,250

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

81st percentile

17%

Faster asset growth than 81% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$713,153

Up $102,576 (+17%) from 2014

Net Assets

Up

$706,200

Up $95,623 (+16%) from 2014

Liabilities

Up

$6,953

Up $6,952 (+695200%) from 2014

Revenue

Up

$41,080

Up $4,432 (+12%) from 2014

Expenses

Up

$50,000

Up $3,950 (+8.6%) from 2014

Net Income

Up

-$8,920

Up $482 (+5.1%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $590,839Liabilities 2010: $0Net Assets 2010: $590,8392010Assets 2011: $583,733Liabilities 2011: $0Net Assets 2011: $583,7332011Assets 2012: $549,463Liabilities 2012: $0Net Assets 2012: $549,4632012Assets 2013: $541,838Liabilities 2013: $1Net Assets 2013: $541,8382013Assets 2014: $610,577Liabilities 2014: $1Net Assets 2014: $610,5772014Assets 2015: $713,153Liabilities 2015: $6,953Net Assets 2015: $706,2002015Assets 2016: $703,280Liabilities 2016: $5,000Net Assets 2016: $698,2802016Assets 2017: $704,842Liabilities 2017: $0Net Assets 2017: $704,8422017Assets 2018: $694,186Liabilities 2018: $0Net Assets 2018: $694,1862018Assets 2019: $684,370Liabilities 2019: $1Net Assets 2019: $684,3702019Assets 2020: $672,667Liabilities 2020: $1Net Assets 2020: $672,6672020Assets 2021: $880,196Liabilities 2021: $1Net Assets 2021: $880,1962021Assets 2022: $794,069Liabilities 2022: $15,000Net Assets 2022: $779,0692022Assets 2023: $719,361Liabilities 2023: $1Net Assets 2023: $719,3612023Assets 2024: $716,489Liabilities 2024: $0Net Assets 2024: $716,4892024

Highlighted filing

2015

Assets$713,153
Liabilities$6,953
Net Assets$706,200

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $37,3872010Expenses 2011: $44,8602011Expenses 2012: $44,7122012Revenue 2013: $33,925Expenses 2013: $41,550Net Income 2013: -$7,6252013Revenue 2014: $36,648Expenses 2014: $46,050Net Income 2014: -$9,4022014Revenue 2015: $41,080Expenses 2015: $50,000Net Income 2015: -$8,9202015Revenue 2016: $44,379Expenses 2016: $52,775Net Income 2016: -$8,3962016Revenue 2017: $41,792Expenses 2017: $53,188Net Income 2017: -$11,3962017Revenue 2018: $44,742Expenses 2018: $52,113Net Income 2018: -$7,3712018Revenue 2019: $41,446Expenses 2019: $49,893Net Income 2019: -$8,4472019Revenue 2020: $37,590Expenses 2020: $49,206Net Income 2020: -$11,6162020Revenue 2021: $35,910Expenses 2021: $51,975Net Income 2021: -$16,0652021Revenue 2022: $22,727Expenses 2022: $51,227Net Income 2022: -$28,5002022Revenue 2023: $15,938Expenses 2023: $47,000Net Income 2023: -$31,0622023Revenue 2024: $42,754Expenses 2024: $49,428Net Income 2024: -$6,6742024

Highlighted filing

2015

Revenue$41,080
Expenses$50,000
Net Income-$8,920
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 31, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLI LOMBARDOTreasurer-$4,250-$4,250
GEORGE MERRIMANVice President-$0--
GEORGE MERRIMANPresident-$0--
KATIE MERRIMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Merriman Family Foundation
EIN
84-1450529
Phone
9707599223
Address
7 PINE TREE WAY, DURANGO, CO 81301

Signing Officer

Name
George Merriman
Title
Vice President
Phone
9707599223
Signed
2016-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Kelli Lombardo CPA
Address
7 PINE TREE WAY, DURANGO, CO 81301
Preparer
Kelli Lombardo
Phone
9702471457
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0604354
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt132500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt161000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ADAPTIVE SPORTS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DISEASE RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DISEASE RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5DEAF & HARD OF HEARING CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHILDREN WITH DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9NO KILL ANIMAL SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10YOUTH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11MUSIC PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12NEEDY FAMILY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13DISABLED PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14DISEASE RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15CATARACT SURGERY MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16YOUTH SKI PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17YOUTH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18HOMELESS AND NEEDY FAMILY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19YOUTH DEVELOPMENT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ADAPTIVE SPORTS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PARKINSON'S ACCOCIATION OF SW FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CELEBRATION COMMUNITY CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ALZHEIMERS ASSOCIATION OF COLORADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE SUMMIT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5COLORADO FAMILIES FOR HANDS AND VOICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6KEEN GREATER DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7BENTLEY BECKER SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8THE COMMUNITY FOUNDATION OF FREDERICK COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9ANNIE'S OPHANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10GRACE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11THE STILLWATER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12PROJECT MERRY CHRISTMAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13THE ABILITY CONNECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15SKI CLUB ARAPAHOE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16PACE CENTER FOR GIRLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17ST MATTHEWS HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18TIOSPAYE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15501 (C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt19501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BLINDNESS IN BOLIVIA-GIVE FORWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1884
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12950 TAMIAMI TRAIL NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt265 12TH ST SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3455 SHERMAN ST STE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 4000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 3093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 541590
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8312 E CHURCH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91630 CR 214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt104300 21ST AVE SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11121 W 32ND ST UNIT E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12PO BOX 422
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt138802 HARRY HINES BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14250 WILLIAMS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt151564 N DAMEN SUITE 303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16PO BOX 5808
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17160 NORTH 1ST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt182001 AIRPORT RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19PO BOX 1125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURANGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BRECKENRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BOULDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BETHESDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7BRECKENRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8FREDERICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9DURANGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11DURANGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12DURANGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16DILLON

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.43$0.49$0.07
2023Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.16$0.47$0.31
2022Detailed filing. Detailed filing data is available for this year.$7.94$0.15$7.79$0.23$0.51$0.29
2021Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.80$0.36$0.52$0.16
2020Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.38$0.49$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.41$0.50$0.08
2018Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.45$0.52$0.07
2017Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.42$0.53$0.11
2016Detailed filing. Detailed filing data is available for this year.$7.03$0.05$6.98$0.44$0.53$0.08
2015Detailed filing. Detailed filing data is available for this year.$7.13$0.07$7.06$0.41$0.50$0.09
2014Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.37$0.46$0.09
2013Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.34$0.42$0.08
2012Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.45
2011Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.45
2010Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.37