MERJENT FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MERJENT FOUNDATION (EIN 83-1623599)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-25
IRS object ID
202331159349100233
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-25T12:56:01-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411227298PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CUMMINGS KEEGAN & CO PLLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 HIGHWAY 169 SOUTH STE 1625AddressLine1Txt
CityST LOUIS PARKCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554261209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831623599EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERJENT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERJBusinessNameControlTxt
Phone6129243959PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 MAIN STREET SE SUITE 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55414ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARA ROMDENNEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6129243959PhoneNum
Signature2023-02-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSARAPersonFirstNm
Person LastROMDENNEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER MADDALENAPreparerPersonNm
PTINP01273918PTIN
Phone9523452500PhoneNum
Preparation2023-04-25PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$73,085FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$80,750ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$80,750TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$600AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$13OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,225TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$612TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$613TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,775TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$612TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,163TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,975ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45,110CashBOYAmt
Cash EOY$73,085CashEOYAmt
Cash EOYFMV$73,085CashEOYFMVAmt
Total Assets BOY$45,110TotalAssetsBOYAmt
Total Assets EOY$73,085TotalAssetsEOYAmt
Total Assets EOYFMV$73,085TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$45,110NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$73,085NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$45,110TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$73,085TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45,110TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$73,085TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,110TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,975ExcessRevenueOverExpensesAmt
Subtotal$73,085SubtotalAmt
Tot Net Ast Or Fund Balances EOY$73,085TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.MERJENTFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSARA ROMDENNEIndividualWithBooksNm
Phone6129243959PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 MAIN STREET SE SUITE 300AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55414ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARA ROMDENNE
1 MAIN STREET SE SUITE 300MINNEAPOLISMN55414TREASURER0.25$0$0$0
MELISSA DELLWO
1 MAIN STREET SEMINNEAPOLISMN55414PRESIDENT0.25$0$0$0
KARI KRAUSE
1 MAIN STREET SEMINNEAPOLISMN55414SECRETARY0.25$0$0$0
BILL HARDING
1 MAIN STREET SEMINNEAPOLISMN55414BOARD MEMBER0.25$0$0$0
MIKE MADSEN
1 MAIN STREET SEMINNEAPOLISMN55414BOARD MEMBER0.25$0$0$0
CHRISTINA PREZLER
1 MAIN STREET SEMINNEAPOLISMN55414BOARD MEMBER0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$105,240AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$105,240TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$105,240AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,579CashDeemedCharitableAmt
Net Vl Noncharitable Assets$103,661NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,183MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,183MinimumInvestmentReturnAmt
Distributable Before Adj$5,183DistributableBeforeAdjAmt
Distributable Before Ded$5,183DistributableBeforeDedAmt
Distributable As Adjusted$5,183DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,163ExpensesAndContributionsAmt
Qualifying Distributions$52,163QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,183DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$7,065ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,371ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,818ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$49,254TotalExcessDistributionCyovAmt
Qualifying Distributions$52,163QualifyingDistributionsAmt
Applied To Current Year$5,183AppliedToCurrentYearAmt
Remaining Distri From Corpus$46,980RemainingDistriFromCorpusAmt
Total Corpus$96,234TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$96,234ExcessDistriCyovToNextYrAmt
Excess From Year3$7,065ExcessFromYear3Amt
Excess From Year2$21,371ExcessFromYear2Amt
Excess From Year1$20,818ExcessFromYear1Amt
Excess From Current Year$46,980ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMERJENT INCContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
2022 - 3 SCHOLARSHIPS - UMTC
106 PLEASANT ST SE200 FRASER HALLMINNEAPOLISMN55455CHARITABLE CONTRIBUTION$8,500
AVIVO
5701 SHINGLE CREEK PKWYSUITE 100BROOKLYN CENTERMN55430CHARITABLE CONTRIBUTION$5,000
NATIVE AMERICAN HERITAGE ASSOC
12085 QUAAL RDBLACK HAWKSD57718CHARITABLE CONTRIBUTION$2,500
PARTNERS FOR HOUSING MANKATO
12 CIVIC CENTER PLAZASUITE 2145MANKATOMN56001CHARITABLE CONTRIBUTION$2,500
SAFE HOUSE DENVER
1649 N DOWNING STDENVERCO80218CHARITABLE CONTRIBUTION$2,500
ANIMAL HUMANE SOCIETY
845 MEADOW LN NGOLDEN VALLEYMN55422CHARITABLE CONTRIBUTION$50
SALTY DOG FISHING TOURNAMENT
700 WEST WHEELER AVEARANSAS PASSTX78335CHARITABLE CONTRIBUTION$500
GREATER MINNEAPOLIS CRISIS NURSERY
4544 4TH AVE SMINNEAPOLISMN55419CHARITABLE CONTRIBUTION$2,500
LITTLE EARTH URBAN FARM
2495 18TH AVE SMINNEAPOLISMN55404CHARITABLE CONTRIBUTION$2,500
KIDS IN CRISIS
203 COMMERCE DRFRANKLININ46131CHARITABLE CONTRIBUTION$2,500
FAMILY PROMISE
117 W OAK STSPARTAWI54656CHARITABLE CONTRIBUTION$2,500
GOLDEN HOUSE
1120 UNIVERSITY AVEGREEN BAYWI54302CHARITABLE CONTRIBUTION$2,500
NORTHERN MICHIGAN SUPPORTIVE HOUSIN
3588 VETERANS DRSUITE 1TRAVERSE CITYMI49684CHARITABLE CONTRIBUTION$5,000
THE LINK
1210 GLENWOOD AVEMINNEAPOLISMN55405CHARITABLE CONTRIBUTION$5,000
MISSOURI VALLEY COALITION FOR HOMEL
3101 N 11TH STDANS SUPERMARKETBISMARCKND58503CHARITABLE CONTRIBUTION$2,500
FOOD FOR THE THOUGHT
2078 US HWY 98 WSUITE 105SANTA ROSA BEACHFL32459CHARITABLE CONTRIBUTION$2,500
COTS
819 S WEST AVEAPPLETONWI54915CHARITABLE CONTRIBUTION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,550TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MERJENT INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1800 WASHINGTON AVE NAddressLine1Txt
Address Line2SUITE 315AddressLine2Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55401ZIPCd
FieldValueIRS element (for citing)
Total Contributions$80,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$1,200Amt
Net Investment Income$600NetInvestmentIncomeAmt
Disbursements Charitable Prps$600DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MN FILING FEE$25$12$13

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