Civic Intelligence

John F Merrell Charitable Foundation

990PF • Fiscal year 2021 • EIN 95-4509531

Feb 01, 2020 to Jan 31, 2021 • Filed on Nov 17, 2021

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-100%

Higher net margin than 5% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$50,000

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 79.1% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

13th percentile

-4.6%

Faster asset growth than 13% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-76%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,312,909

Down $63,285 (-4.6%) from 2020

Net Assets

Down

$1,312,909

Down $63,285 (-4.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin5th percentile

Revenue

Down

$63,206

Down $203,131 (-76%) from 2020

Expenses

Up

$126,491

Up $6,235 (+5.2%) from 2020

Net Income

Down

-$63,285

Down $209,366 (-143%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

2021

Assets$1,312,909
Liabilities$0
Net Assets$1,312,909
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

2021

Revenue$63,206
Expenses$126,491
Net Income-$63,285
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2020 to Jan 31, 2021
Signed
Nov 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL E FARRELLCEOPT$50,000-$50,000
STEPHEN ROSEDirector-$0--
SCOTT FARRELLTreasurer/Se-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUC RIVERSIDE FOUNDATIONEDUCATIONPCRIVERSIDE, CA, US$20,000
Paid GrantLOS ANGELES ARBORETUM FOUNDATIONCULTURE AND EDUCATIONALPCARCADIA, CA, US$10,000
Paid GrantLIBERTY HOUSECOMMUNITY SERVICESPCSALEM, OR, US$10,000
Paid GrantTHE CAMPBELL CENTERCOMMUNITY SERVICESPCGLENDALED, CA, US$10,000
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
CEO
Phone
6267989959
Signed
2021-11-17
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 Appendix303 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01407337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132507
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL E FARRELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEPHEN ROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SCOTT FARRELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12420 E WOODLYN RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt231931 OLD HICKORY ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CULTURE AND EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COMMUNITY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3COMMUNITY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LOS ANGELES ARBORETUM FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UC RIVERSIDE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE CAMPBELL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 NORTH BALDWIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1385 TAYLOR STREET NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2900 UNIVERSITY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36512 SAN FERNANDO RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARCADIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RIVERSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GLENDALED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292521
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391201
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt050000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071302
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021302
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt055852
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021302
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt052310
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017760
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt034550
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt052310
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt073612
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010350
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010350
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt185
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PAYROLL PROCESSING FEES
TaxesSchedule/TaxesDetail/Amt03937
TaxesSchedule/TaxesDetail/Amt17294
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01968
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL E FARRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06267989959
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN F MERRELL CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0954509531
ReturnHeader/Filer/PhoneNum06267989959
ReturnHeader/Filer/USAddress/AddressLine1Txt01835 MEADOWBROOK RD
ReturnHeader/Filer/USAddress/CityNm0ALTADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0910013322
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/PreparationDt02021-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WING LAU CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-29T17:37:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FARRELL
ReturnHeader/TaxPeriodBeginDt02020-02-01
ReturnHeader/TaxPeriodEndDt02021-01-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,312,909
Liabilities
$0
Net assets
$1,312,909
Revenue
$63,206
Expenses
$126,491
Net income
-$63,285
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
Peer Organizations

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