Civic Intelligence

Carol L Merlone Educational Foundation

990PF • Fiscal year 2019 • EIN 84-3123464

Sep 11, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization Profile
425 California Street 10th FloorSan Francisco, CA 94104

(415) 693-9000

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets33rd percentile

Assets

$1,029,269

No earlier filing loaded for comparison.

Net Assets

$1,028,679

No earlier filing loaded for comparison.

Liabilities

$590

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin99th percentile

Revenue

$1,040,981

No earlier filing loaded for comparison.

Expenses

$9,464

No earlier filing loaded for comparison.

Net Income

$1,031,517

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $1,029,269Liabilities 2019: $590Net Assets 2019: $1,028,6792019Assets 2020: $2,674,941Liabilities 2020: $1Net Assets 2020: $2,674,9412020Assets 2021: $3,146,133Liabilities 2021: $1Net Assets 2021: $3,146,1332021Assets 2022: $3,404,023Liabilities 2022: $1Net Assets 2022: $3,404,0232022Assets 2023: $3,237,659Liabilities 2023: $1Net Assets 2023: $3,396,0232023Assets 2024: $2,641,078Liabilities 2024: $0Net Assets 2024: $2,641,0782024

Highlighted filing

2019

Assets$1,029,269
Liabilities$590
Net Assets$1,028,679
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2019: $1,040,981Expenses 2019: $9,464Net Income 2019: $1,031,5172019Revenue 2020: $1,751,193Expenses 2020: $104,673Net Income 2020: $1,646,5202020Revenue 2021: $848,311Expenses 2021: $377,119Net Income 2021: $471,1922021Revenue 2022: $697,845Expenses 2022: $439,955Net Income 2022: $257,8902022Revenue 2023: $577,590Expenses 2023: $585,590Net Income 2023: -$8,0002023Revenue 2024: $460,667Expenses 2024: $780,326Net Income 2024: -$319,6592024

Highlighted filing

2019

Revenue$1,040,981
Expenses$9,464
Net Income$1,031,517
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 11, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN L MERLONEPresident/Director-$0--
KATHRYN M GOLUEKEDrector-$0--
JULIANA M CARLSONDirector-$0--
GINA M MEREKDirector-$0--
JOSEPH MERLONEDirector-$0--
MICHAEL MERLONEDirector-$0--
PETER MERLONECFO/Secretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Carol L Merlone Educational Foundation
EIN
84-3123464
In Care Of
% PETER J MERLONE
Phone
4156939000
Address
425 CALIFORNIA STREET 10TH FLOOR, SAN FRANCISCO, CA 94104

Signing Officer

Name
Peter J Merlone
Title
CFO, Director
Phone
4156939000
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
1918 Eighth Avenue Suite 2900, Seattle, WA 98101
Preparer
Lisa M Meyer
Phone
2069134000
Raw XML Appendix342 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/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0425 CALIFORNIA STREET TENTH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Francisco
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PETER J MERLONE
IRS990PF/StatementsRegardingActyGrp/PhoneNum04156939000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt09314
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09314
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0156
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PETER J MERLONE SEPARATE PROPERTY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 9160
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0KETCHUM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0ID
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd083340
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01041257
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01031832
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03,300 SHARES OF MSFT 2,025 SHARES OF ADBE
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-10-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt08410
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08410
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02838
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER DECREASES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING & REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0904
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1904
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0PETER J MERLONE SEPARATE PROPERTY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 9160
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0KETCHUM
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0ID
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd083340
TaxesSchedule/TaxesDetail/Amt0120
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0120
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER J MERLONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO, DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04156939000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CAROL L MERLONE EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0843123464
ReturnHeader/Filer/InCareOfNm0% PETER J MERLONE
ReturnHeader/Filer/PhoneNum04156939000
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 CALIFORNIA STREET 10TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06CE75627590E30D0C9B4132655161D32F74AF35E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057D08D8704DC9B99379F046F170B76FE66454A45
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId091023620203185000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.207.253.96
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01918 Eighth Avenue Suite 2900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098101
ReturnHeader/PreparerPersonGrp/PhoneNum02069134000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA M MEYER
ReturnHeader/ReturnTs02020-11-13T13:22:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-09-11
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,029,269
Liabilities
$590
Net assets
$1,028,679
Revenue
$1,040,981
Expenses
$9,464
Net income
$1,031,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.46$0.78$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.40$0.58$0.59$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.70$0.44$0.26
2021Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.85$0.38$0.47
2020Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$1.75$0.10$1.65
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.04$0.01$1.03