Civic Intelligence

Foundation Source 002077 Inc.

EIN 86-2109227 • Wilmington, DE

Pub. 78 Eligible
Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2021

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

$5M-$10M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$4,660,194

Down $26,380 (-0.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$4,660,194

Down $26,380 (-0.6%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin98th percentile

Revenue

Up

$242,417

Up $145,538 (+150%) from 2023

Expenses

Up

$268,797

Up $14,753 (+5.8%) from 2023

Net Income

Up

-$26,380

Up $130,785 (+83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2021: $5,022,028Liabilities 2021: $1Net Assets 2021: $5,022,0282021Assets 2022: $4,843,739Liabilities 2022: $1Net Assets 2022: $4,843,7392022Assets 2023: $4,686,574Liabilities 2023: $1Net Assets 2023: $4,686,5742023Assets 2024: $4,660,194Liabilities 2024: $0Net Assets 2024: $4,660,1942024

Highlighted filing

2024

Assets$4,660,194
Liabilities$0
Net Assets$4,660,194
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2021: $5,101,939Expenses 2021: $79,911Net Income 2021: $5,022,0282021Revenue 2022: -$37,193Expenses 2022: $141,096Net Income 2022: -$178,2892022Revenue 2023: $96,879Expenses 2023: $254,044Net Income 2023: -$157,1652023Revenue 2024: $242,417Expenses 2024: $268,797Net Income 2024: -$26,3802024

Highlighted filing

2024

Revenue$242,417
Expenses$268,797
Net Income-$26,380
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,660,194
Liabilities
$0
Net assets
$4,660,194
Revenue
$242,417
Expenses
$268,797
Net income
-$26,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.24$0.27$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.10$0.25$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.04$0.14$0.18
2021Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$5.10$0.08$5.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen V MerloDirector-$0--
Larry J MerloDir, Pres, Sec, Treas-$0--
LeeAnn E MerloDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF PITTSBURGHGeneral & UnrestrictedPCPITTSBURGH, PA, US$100,000
Paid GrantALL HANDS AND HEARTS SMART RESPONSE INCCharitable EventPCMATTAPOISETT, MA, US$50,000
Paid GrantBOYS AND GIRLS CLUBS OF PROVIDENCEGeneral & UnrestrictedPCPROVIDENCE, RI, US$15,000
Paid GrantAMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TOGeneral & UnrestrictedPCNEW YORK, NY, US$10,000
Paid GrantHUMANE SOCIETY OF THE UNITED STATESGeneral & UnrestrictedPCWASHINGTON, DC, US$10,000
Paid GrantLINCOLN SCHOOLGeneral & UnrestrictedPCPROVIDENCE, RI, US$10,000
Paid GrantDANA FARBER CANCER INSTITUTE INCGeneral & UnrestrictedPCBOSTON, MA, US$6,000
Paid GrantCHILDRENS HOSPITAL PITTSBURGH FOUNDATIONGeneral & UnrestrictedPCPITTSBURGH, PA, US$5,000
Paid GrantJOHNS HOPKINS UNIVERSITYGeneral & UnrestrictedPCBALTIMORE, MD, US$5,000
Paid GrantLOVE4PAWS INCGeneral & UnrestrictedPCSARASOTA, FL, US$5,000
Paid GrantMOVEMBER FOUNDATIONGeneral & UnrestrictedPCSANTA MONICA, CA, US$500
Filing and Contact Details

Filer

Filer Name
Merlo Family Foundation
EIN
86-2109227
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Larry Merlo
Title
President
Phone
8008391754
Signed
2025-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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