Civic Intelligence

John F Merrell Charitable Foundation

990PF • Fiscal year 2020 • EIN 95-4509531

Feb 01, 2019 to Jan 31, 2020 • Filed on Dec 14, 2020

Organization Profile

View Organization Page

1835 Meadowbrook RdAltadena, CA 91001-3322

(626) 798-9959

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

89th percentile

55%

Higher net margin than 89% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$50,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,376,194

Down $55,542 (-3.9%) from 2015

Net Assets

$1,376,194

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin89th percentile

Revenue

Up

$266,337

Up $198,852 (+295%) from 2015

Expenses

Down

$120,256

Down $45,771 (-28%) from 2015

Net Income

Up

$146,081

Up $244,623 (+248%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,611,291Liabilities 2012: $02012Assets 2013: $1,517,379Liabilities 2013: $02013Assets 2014: $1,530,278Liabilities 2014: $02014Assets 2015: $1,431,736Liabilities 2015: $02015Assets 2020: $1,376,194Liabilities 2020: $0Net Assets 2020: $1,376,1942020Assets 2021: $1,312,909Liabilities 2021: $0Net Assets 2021: $1,312,9092021Assets 2022: $1,364,410Liabilities 2022: $0Net Assets 2022: $1,364,4102022Assets 2023: $1,268,217Liabilities 2023: $0Net Assets 2023: $1,268,2172023Assets 2024: $1,189,172Liabilities 2024: $0Net Assets 2024: $1,189,1722024Assets 2025: $1,233,485Liabilities 2025: $0Net Assets 2025: $1,233,4852025

Highlighted filing

2020

Assets$1,376,194
Liabilities$0
Net Assets$1,376,194
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2012: $49,932Expenses 2012: $149,181Net Income 2012: -$99,2492012Revenue 2013: $66,786Expenses 2013: $160,698Net Income 2013: -$93,9122013Revenue 2014: $176,799Expenses 2014: $163,900Net Income 2014: $12,8992014Revenue 2015: $67,485Expenses 2015: $166,027Net Income 2015: -$98,5422015Revenue 2020: $266,337Expenses 2020: $120,256Net Income 2020: $146,0812020Revenue 2021: $63,206Expenses 2021: $126,491Net Income 2021: -$63,2852021Revenue 2022: $161,864Expenses 2022: $110,363Net Income 2022: $51,5012022Revenue 2023: $37,282Expenses 2023: $133,475Net Income 2023: -$96,1932023Revenue 2024: $50,404Expenses 2024: $129,449Net Income 2024: -$79,0452024Revenue 2025: $134,272Expenses 2025: $89,959Net Income 2025: $44,3132025

Highlighted filing

2020

Revenue$266,337
Expenses$120,256
Net Income$146,081
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Dec 14, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL E FARRELLChief Execut-$50,000-$50,000
STEPHEN ROSEDirector-$0--
SCOTT FARRELLTreasurer/Se-$0--
Filing and Contact Details

Filer

Filer Name
John F Merrell Charitable
EIN
95-4509531
Phone
6267989959
Address
1835 MEADOWBROOK RD, ALTADENA, CA 91001-3322

Signing Officer

Name
Michael E Farrell
Title
Chief Executive Offi
Phone
6267989959
Signed
2020-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Wing Lau CPA
Address
7733 WOODSHOLE CT, RIVERSIDE, CA 92506-5416
Preparer
Wing Lau CPA
Phone
9095568668
Raw XML Appendix340 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010584
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010584
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
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TaxesSchedule/TaxesDetail/Amt04789
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL E FARRELL
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN F MERRELL CHARITABLE
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ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0954509531
ReturnHeader/Filer/PhoneNum06267989959
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.101.77.2
ReturnHeader/FilingSecurityInformation/IPDt02020-12-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:48:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272531344
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WING LAU CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07733 WOODSHOLE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIVERSIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0925065416
ReturnHeader/PreparerPersonGrp/PhoneNum09095568668
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WING LAU CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-12-14T19:48:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-02-01
ReturnHeader/TaxPeriodEndDt02020-01-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,376,194
Liabilities
$0
Net assets
$1,376,194
Revenue
$266,337
Expenses
$120,256
Net income
$146,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.13$0.09$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.05$0.13$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.04$0.13$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.16$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.06$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.27$0.12$0.15
2015Summary only. Only limited summary data is available for this year.$1.43$0.00$0.07$0.17$0.10
2014Summary only. Only limited summary data is available for this year.$1.53$0.00$0.18$0.16$0.01
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$0.07$0.16$0.09
2012Summary only. Only limited summary data is available for this year.$1.61$0.00$0.05$0.15$0.10