Merion Community Association

Merion Sta, PA
Tax-exempt since Dec. 1950
EIN: 23-1405634

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$491k (2023)

Expenses

$525k (2023)

Total Assets

$1.64M (2023)

Total Liabilities

$372k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$491,492

Expenses

$525,142

Net Income

-$33,650

Net Assets

$1,265,978

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$45,585	9.3%
Interest Revenue	$0
Dividends	$31,013	6.3%
Sales of Assets	$34,193	7.0%
Other Income	$13,825	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,955	34.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,638,064
Total Liabilities	$372,086
Net Assets	$1,265,978

Compensation

Key Employees and Officers	Compensation	Other
James Ettleson (President)	$0	$0
Tom Delmonte (Vice President)	$0	$0
Mark Haslam (Treasurer)	$0	$0
Judith Camiel (Secretary)	$0	$0
Adam Grandwetter (Board Member)	$0	$0
Philip Ivory (Board Member)	$0	$0
Francis Mchugh (Board Member)	$0	$0
Bob Polishook (Board Member)	$0	$0
Sara Senior (Board Member)	$0	$0
Jim Stevenson (Board Member)	$0	$0
Colette Speakman (Manager)	$0	$0

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990-PF

Filed on May 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$484,654

Expenses

$418,209

Net Income

$66,445

Net Assets

$1,131,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$45,000	9.3%
Interest Revenue	$0
Dividends	$4,411	0.9%
Sales of Assets	$60,577	12.5%
Other Income	$7,311	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,148	33.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,620,375
Total Liabilities	$488,522
Net Assets	$1,131,853

Compensation

Key Employees and Officers	Compensation	Other
James Ettleson (President)	$0	$0
Philip Ivory (Vice President)	$0	$0
Mark Haslam (Treasurer)	$0	$0
Patricia Surbeck (Secretary)	$0	$0
William J Mclaughlin (Board Member)	$0	$0
Dr Robert Polishook (Board Member)	$0	$0
Sara Senior (Board Member)	$0	$0
James Stevenson (Board Member)	$0	$0
Janet Rutzel (Board Member)	$0	$0
Gerald Francis (Board Member)	$0	$0
Judith Camiel (Board Member)	$0	$0
Tom Delmonte (Board Member)	$0	$0
Colette Speakman Bannan (Manager)	$0	$0

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990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$417,026

Expenses

$349,421

Net Income

$67,605

Net Assets

$1,348,816

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$47,077	11.3%
Interest Revenue	$0
Dividends	$37,558	9.0%
Sales of Assets	$56,245	13.5%
Other Income	$935	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,421	31.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,844,072
Total Liabilities	$495,256
Net Assets	$1,348,816

Compensation

Key Employees and Officers	Compensation	Other
James Ettleson (President)	$0	$0
Philip Ivory (Vice President)	$0	$0
Mark Haslam (Treasurer)	$0	$0
Patricia Surbeck (Secretary)	$0	$0
William J Mclaughlin (Board Member)	$0	$0
Dr Robert Polishook (Board Member)	$0	$0
Sara Senior (Board Member)	$0	$0
James Stevenson (Board Member)	$0	$0
Janet Rutzel (Board Member)	$0	$0
Gerald Francis (Board Member)	$0	$0
Judith Camiel (Board Member)	$0	$0
Tom Delmonte (Board Member)	$0	$0
Colette Speakman Bannan (Manager)	$0	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$235,948

Expenses

$317,467

Net Income

-$81,519

Net Assets

$1,168,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$44,308	18.8%
Interest Revenue	$0
Dividends	$49,296	20.9%
Sales of Assets	$0
Other Income	$46,196	19.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,154	33.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,625,456
Total Liabilities	$456,581
Net Assets	$1,168,875

Compensation

Key Employees and Officers	Compensation	Other
Colette Speakman Bannan (Manager)	$72,855	$3,750
James Ettleson (President)	$0	$0
Philip Ivory (Vice President)	$0	$0
Mark Haslam (Treasurer)	$0	$0
Patricia Surbeck (Secretary)	$0	$0
William J Mclaughlin (Board Member)	$0	$0
Dr Robert Polishook (Board Member)	$0	$0
Sara Senior (Board Member)	$0	$0
James Stevenson (Board Member)	$0	$0
Janet Rutzel (Board Member)	$0	$0
Gerald Francis (Board Member)	$0	$0
Judith Camiel (Board Member)	$0	$0
Tom Delmonte (Board Member)	$0	$0

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990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$382,263

Expenses

$408,644

Net Income

-$26,381

Net Assets

$1,163,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$42,796	11.2%
Interest Revenue	$0
Dividends	$60,344	15.8%
Sales of Assets	$0
Other Income	$7,683	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,350	33.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,440,858
Total Liabilities	$277,687
Net Assets	$1,163,171

Compensation

Key Employees and Officers	Compensation	Other
Colette Speakman Bannan (Manager)	$76,522	$3,886
James Ettleson (President)	$0	$0
Philip Ivory (Vice President)	$0	$0
Dr Perry A Berman (Treasurer)	$0	$0
Patricia Surbeck (Secretary)	$0	$0
William J Mclaughlin (Board Member)	$0	$0
Davis Pearson (Board Member)	$0	$0
Dr Robert Polishook (Board Member)	$0	$0
Sara Senior (Board Member)	$0	$0
James Stevenson (Board Member)	$0	$0
Janet Rutzel (Board Member)	$0	$0
Gerald Francis (Board Member)	$0	$0
Mark Haslam (Board Member)	$0	$0
Judith Camiel (Board Member)	$0	$0
Tom Delmonte (Board Member)	$0	$0

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990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$490,247

Expenses

$411,525

Net Income

$78,722

Net Assets

$1,032,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$33,928	6.9%
Interest Revenue	$0
Dividends	$69,372	14.2%
Sales of Assets	$0
Other Income	$13,877	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,342	33.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,213,803
Total Liabilities	$181,308
Net Assets	$1,032,495

Compensation

Key Employees and Officers	Compensation	Other
Colette Speakman Bannan (Manager)	$75,000	$3,613
James Ettleson (President)	$0	$0

990-PF

Filed on Oct. 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$503,862

Expenses

$408,636

Net Income

$95,226

Net Assets

$1,085,361

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$33,974	6.7%
Interest Revenue	$0
Dividends	$59,867	11.9%
Sales of Assets	$0
Other Income	$13,456	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,547	34.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,295,815
Total Liabilities	$210,454
Net Assets	$1,085,361

Compensation

Key Employees and Officers	Compensation	Other
Colette Speakman Bannan (Manager)	$81,650	$3,750
James Ettleson (President)	$0	$0

990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$484,930

Expenses

$421,370

Net Income

$63,560

Net Assets

$900,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$33,686	6.9%
Interest Revenue	$0
Dividends	$40,885	8.4%
Sales of Assets	-$5,794
Other Income	$13,356	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,457	35.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,153,117
Total Liabilities	$252,505
Net Assets	$900,612

Compensation

Key Employees and Officers	Compensation	Other
Colette Speakman Bannan (Manager)	$73,000	$3,204
James Ettleson (President)	$0	$0

990-PF

Filed on Aug. 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$485,537

Expenses

$600,579

Net Income

-$115,042

Net Assets

$784,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$34,167	7.0%
Interest Revenue	$0
Dividends	$58,875	12.1%
Sales of Assets	-$4,150
Other Income	$14,506	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,894	34.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,083,974
Total Liabilities	$299,868
Net Assets	$784,106

Compensation

Key Employees and Officers	Compensation	Other
Colette Speakman (Manager)	$75,000	$3,750
James Ettleson See Attached Pdf (President)	$0	$0

990-PF

Filed on July 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$494,345

Expenses

$516,157

Net Income

-$21,812

Net Assets

$983,879

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$33,747	6.8%
Interest Revenue	$0
Dividends	$66,647	13.5%
Sales of Assets	$0
Other Income	$11,306	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,095	36.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,105,692
Total Liabilities	$121,813
Net Assets	$983,879

Compensation

Key Employees and Officers	Compensation	Other
Colette Speakman Bannan (Manager)	$70,500	$4,068
James Ettleson See Attached Pdf (President)	$0	$0

990-PF

Filed on Aug. 17, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$504,595

Expenses

$424,293

Net Income

$80,302

Net Assets

$990,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$32,962	6.5%
Interest Revenue	$0
Dividends	$46,757	9.3%
Sales of Assets	$205	0.0%
Other Income	$20,038	4.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,431	33.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,095,241
Total Liabilities	$104,979
Net Assets	$990,262

Compensation

Key Employees and Officers	Compensation	Other
Colette Speakman Bannan (Manager)	$68,446	$3,770
James Ettleson See Attached Pdf (President)	$0	$0

990-PF

Filed on Aug. 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$458,996

Expenses

$404,012

Net Income

$54,984

Net Assets

$812,785

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$23,528	5.1%
Interest Revenue	$0
Dividends	$27,713	6.0%
Sales of Assets	$0
Other Income	$19,156	4.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,003	34.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$935,312
Total Liabilities	$122,527
Net Assets	$812,785

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$438,677

Expenses

$451,802

Net Income

-$13,125

Net Assets

$700,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,406	6.5%
Interest Revenue	$0
Dividends	$28,165	6.4%
Sales of Assets	$233	0.1%
Other Income	$16,740	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,269	34.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$844,562
Total Liabilities	$143,773
Net Assets	$700,789

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Types of Nonprofits

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Merion Community Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $491k (2023)

Expenses $525k (2023)

Total Assets $1.64M (2023)

Total Liabilities $372k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$491k (2023)

Expenses

$525k (2023)

Total Assets

$1.64M (2023)

Total Liabilities

$372k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001