MERJENT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MERJENT FOUNDATION (EIN 83-1623599)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-10
- IRS object ID
- 202210699349100121
- Schema version
- 2021v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-10T15:04:44-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411227298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUMMINGS KEEGAN & CO PLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HIGHWAY 169 SOUTH STE 1625 | AddressLine1Txt |
| City | ST LOUIS PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554261209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831623599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERJENT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERJ | BusinessNameControlTxt |
| Phone | 6129243959 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MAIN STREET SE SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA ROMDENNE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6129243959 | PhoneNum |
| Signature | 2022-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARA | PersonFirstNm |
| Person Last | ROMDENNE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER MADDALENA | PreparerPersonNm |
| PTIN | P01273918 | PTIN |
| Phone | 9523452500 | PhoneNum |
| Preparation | 2022-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,110 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,750 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $7,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,225 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $612 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $613 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $612 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,113 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,085 | CashBOYAmt |
| Cash EOY | $45,110 | CashEOYAmt |
| Cash EOYFMV | $45,110 | CashEOYFMVAmt |
| Total Assets BOY | $62,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,110 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $62,085 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $45,110 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,975 | ExcessRevenueOverExpensesAmt |
| Subtotal | $45,110 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $45,110 | TotNetAstOrFundBalancesEOYAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MERJENTFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SARA ROMDENNE | IndividualWithBooksNm |
| Phone | 6129243959 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MAIN STREET SE SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARA ROMDENNE | ||||||||
| 1 MAIN STREET SE SUITE 300 | MINNEAPOLIS | MN | 55414 | TREASURER | 0.25 | $0 | $0 | $0 |
| MELISSA DELLWO | ||||||||
| 1 MAIN STREET SE | MINNEAPOLIS | MN | 55414 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| KARI KRAUSE | ||||||||
| 1 MAIN STREET SE | MINNEAPOLIS | MN | 55414 | SECRETARY | 0.25 | $0 | $0 | $0 |
| BILL HARDING | ||||||||
| 1 MAIN STREET SE | MINNEAPOLIS | MN | 55414 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| MIKE MADSEN | ||||||||
| 1 MAIN STREET SE | MINNEAPOLIS | MN | 55414 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| CHRISTINA PREZLER | ||||||||
| 1 MAIN STREET SE | MINNEAPOLIS | MN | 55414 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| ANALIESE GENTHE | ||||||||
| 1 MAIN STREET SE | MINNEAPOLIS | MN | 55414 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,893 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,893 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $66,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,295 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $3,295 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,295 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,295 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,113 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,113 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,295 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $7,065 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,371 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,436 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,113 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,295 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,818 | RemainingDistriFromCorpusAmt |
| Total Corpus | $49,254 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $49,254 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,065 | ExcessFromYear2Amt |
| Excess From Year1 | $21,371 | ExcessFromYear1Amt |
| Excess From Current Year | $20,818 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MERJENT INC | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NORTHSIDE ACHIEVEMENT ZONE | ||||||
| 2123 W BROADWAY AVE | SUITE 100 | MINNEAPOLIS | MN | 55411 | CHARITABLE CONTRIBUTION | $1,000 |
| THE LIFT GARAGE | ||||||
| 2401 E LAKE STREET | MINNEAPOLIS | MN | 55406 | CHARITABLE CONTRIBUTION | $10,000 | |
| 2020 SCHOLARSHIP - HAMLINE UNIV | ||||||
| 3905 233RD AVE | ST FRANCIS | MN | 55072 | CHARITABLE CONTRIBUTION | $1,000 | |
| 2020 SCHOLARSHIP - UMN | ||||||
| 1401 6TH ST SE | MINNEAPOLIS | MN | 55414 | CHARITABLE CONTRIBUTION | $2,500 | |
| KIDS IN NEED FOUNDATION | ||||||
| 2719 PATTON RD | ROSEVILLE | MN | 55113 | CHARITABLE CONTRIBUTION | $1,000 | |
| FAITH'S LODGE | ||||||
| 505 WATERFORD PARK | PLYMOUTH | MN | 55441 | CHARITABLE CONTRIBUTION | $1,000 | |
| MN ASSISTANCE COUNCIL FOR VETERANS | ||||||
| 1000 UNIVERSITY AVE W | SUITE 110 | ST PAUL | MN | 55104 | CHARITABLE CONTRIBUTION | $5,000 |
| FIELD OF DREAMS HUNT PROGRAM | ||||||
| 730 S MAIN ST | RICE LAKE | WI | 54868 | CHARITABLE CONTRIBUTION | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,500 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERJENT INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WASHINGTON AVE N | AddressLine1Txt |
| Address Line2 | SUITE 315 | AddressLine2Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| MN FILING FEE | $25 | $12 | $13 |
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