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Ruth And William Merkey Foundation Inc

  • Plymouth, MN
  • Tax-exempt since Feb. 2009
  • EIN: 26-2749281

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$140k (2024)

Expenses
$166k (2024)

Total Assets
$1.95M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

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 May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$139,954
Expenses
$166,365
Net Income
-$26,411
Net Assets
$1,948,883
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $195
0.1%
Dividends $123,922
88.5%
Sales of Assets $15,837
11.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $160,503
96.5%
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 $1,948,883
Total Liabilities $0
Net Assets $1,948,883
Compensation
Key Employees and Officers Compensation Other
Linda Boss (Director/President/Treas) $0 $0
Helen Fisher (Director/Secretary) $0 $0
Sr Rose Jochman (Director) $0 $0
Kathy Rolling (Director/Vice President) $0 $0
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Document Links

990-PF
Filed on Sept. 23, 2024

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

View Filing
XML

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$122,046
Expenses
$180,436
Net Income
-$58,390
Net Assets
$1,975,294
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $157
0.1%
Dividends $121,403
99.5%
Sales of Assets $486
0.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $174,819
96.9%
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 $1,975,294
Total Liabilities $0
Net Assets $1,975,294
Compensation
Key Employees and Officers Compensation Other
Linda Boss (Director/President/Treas) $0 $0
Helen Fisher (Director/Secretary) $0 $0
Sr Rose Jochman (Director) $0 $0
Kathy Rolling (Director/Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on July 24, 2023

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

View Filing
XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$123,259
Expenses
$198,237
Net Income
-$74,978
Net Assets
$2,033,684
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $117,058
95.0%
Sales of Assets $6,197
5.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $192,579
97.1%
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 $2,033,684
Total Liabilities $0
Net Assets $2,033,684
Compensation
Key Employees and Officers Compensation Other
Linda Boss (Director/President/Treas) $0 $0
Helen Fisher (Director/Secretary) $0 $0
Sr Rose Jochman (Director) $0 $0
Kathy Rolling (Director/Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 22, 2022

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

View Filing
XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$177,954
Expenses
$194,002
Net Income
-$16,048
Net Assets
$2,108,661
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $110,538
62.1%
Sales of Assets $67,412
37.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $189,825
97.8%
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 $2,108,662
Total Liabilities $1
Net Assets $2,108,661
Compensation
Key Employees and Officers Compensation Other
Linda Boss (Director/President/Treas) $0 $0
Helen Fisher (Director/Secretary) $0 $0
Sr Rose Jochman (Director) $0 $0
Kathy Rolling (Director/Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 4, 2021

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

View Filing
PDF XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$187,089
Expenses
$194,793
Net Income
-$7,704
Net Assets
$2,124,709
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $24
0.0%
Dividends $108,875
58.2%
Sales of Assets $78,190
41.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $190,613
97.9%
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 $2,124,710
Total Liabilities $1
Net Assets $2,124,709
Compensation
Key Employees and Officers Compensation Other
Linda Boss (Director/President/Treas) $0 $0
Helen Fisher (Director/Secretary) $0 $0
Sr Rose Jochman (Director) $0 $0
Kathy Rolling (Director/Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 5, 2020

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

View Filing
XML

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$178,645
Expenses
$200,795
Net Income
-$22,150
Net Assets
$2,132,414
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $46
0.0%
Dividends $105,315
59.0%
Sales of Assets $73,284
41.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $197,668
98.4%
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 $2,132,414
Total Liabilities $0
Net Assets $2,132,414
Compensation
Key Employees and Officers Compensation Other
Linda Boss (Director/President/Treas) $0 $0
Helen Fisher (Director/Secretary) $0 $0
Sr Rose Jochman (Director) $0 $0
Kathy Rolling (Director/Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 12, 2019

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

View Filing
PDF XML

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$130,334
Expenses
$197,998
Net Income
-$67,664
Net Assets
$2,154,564
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $30
0.0%
Dividends $97,991
75.2%
Sales of Assets $32,313
24.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $193,553
97.8%
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 $2,154,564
Total Liabilities $0
Net Assets $2,154,564
Compensation
Key Employees and Officers Compensation Other
Linda Boss (Director/President/Treas) $0 $0
Helen Fisher (Director/Secretary) $0 $0
Sr Rose Jochman (Director) $0 $0
Kathy Rolling (Director/Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 10, 2018

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

View Filing
XML

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,397
Expenses
$181,367
Net Income
-$24,970
Net Assets
$2,222,228
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $93,088
59.5%
Sales of Assets $63,306
40.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $176,329
97.2%
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 $2,222,228
Total Liabilities $0
Net Assets $2,222,228
Compensation
Key Employees and Officers Compensation Other
Linda Boss (Director/President/Treas) $0 $0
Helen Fisher (Director/Secretary) $0 $0
Sr Rose Jochman (Director) $0 $0
Kathy Rolling (Director/Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 5, 2017

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

View Filing
PDF XML

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$126,754
Expenses
$165,309
Net Income
-$38,555
Net Assets
$2,247,198
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $91,282
72.0%
Sales of Assets $35,469
28.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $160,765
97.3%
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 $2,247,198
Total Liabilities $0
Net Assets $2,247,198
Compensation
Key Employees and Officers Compensation Other
Linda Boss (Director/President/Treas) $0 $0
Helen Fisher (Director/Secretary) $0 $0
Sr Rose Jochman (Director) $0 $0
Kathy Rolling (Director/Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 23, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$94,707
Expenses
$146,988
Net Income
-$52,281
Net Assets
$2,285,753
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $87,438
92.3%
Sales of Assets $7,265
7.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $142,118
96.7%
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 $2,285,753
Total Liabilities $0
Net Assets $2,285,753
Compensation
Key Employees and Officers Compensation Other
Linda Boss (Director/President/Treas) $0 $0
Helen Fisher (Director/Secretary) $0 $0
Sr Rose Jochman (Director) $0 $0
Kathy Rolling (Director/Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 15, 2015

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

View Filing
PDF XML

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$98,850
Expenses
$141,518
Net Income
-$42,668
Net Assets
$2,338,034
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,601
3.6%
Interest Revenue $5
0.0%
Dividends $82,872
83.8%
Sales of Assets $12,042
12.2%
Other Income $330
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $135,803
96.0%
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 $2,338,034
Total Liabilities $0
Net Assets $2,338,034
Compensation
Key Employees and Officers Compensation Other
Linda Boss (Director/President/Treas) $0 $0
Helen Fisher (Director/Secretary) $0 $0
Sr Rose Jochman (Director) $0 $0
Kathy Rolling (Director/Vice President) $0 $0
+ View more people

Document Links

990-PF
Filed on July 31, 2014

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

View Filing
PDF XML

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,404,355
Expenses
$25,677
Net Income
$2,378,678
Net Assets
$2,380,702
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,337,250
97.2%
Interest Revenue $815
0.0%
Dividends $55,334
2.3%
Sales of Assets $10,432
0.4%
Other Income $524
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,200
90.4%
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 $2,380,702
Total Liabilities $0
Net Assets $2,380,702

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,003
Expenses
$20,909
Net Income
-$1,906
Net Assets
$2,024
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $19,000
100.0%
Interest Revenue $3
0.0%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,105
96.2%
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 $2,024
Total Liabilities $0
Net Assets $2,024

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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