George W Mergens Foundation

Milton, VT
Tax-exempt since May 1995
EIN: 03-0345055

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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.

Category: Arts, Culture and Humanities / Performing Arts Organizations (NTEE)

Donations to this organization are tax deductible.

Revenue

$502k (2024)

Expenses

$1.12M (2024)

Total Assets

$17.2M (2024)

Total Liabilities

$3.26k (2024)

Source: Form 990 tax filings from 2011 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 Aug.
2024

Revenue

$501,903

Expenses

$1,123,403

Net Income

-$621,500

Net Assets

$17,164,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,265	1.0%
Dividends	$380,008	75.7%
Sales of Assets	$116,630	23.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,006,950	89.6%
Compensation of Officers*	$375,000	33.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,167,415
Total Liabilities	$3,260
Net Assets	$17,164,155

Compensation

Key Employees and Officers	Compensation	Other
Paul G Mergens (President & Treasurer)	$150,000	$15,146
William H Wiltshire (Vp; Director Of Operations)	$150,000	$11,285
Rachel Mergens (Vp; Director Of Finance)	$75,000	$8,955
Mary E Mergens Loughran (Vice President)	$0	$0
Lenora A Mergens (Director)	$0	$0

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990-PF

Filed on Dec. 19, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$429,223

Expenses

$1,173,295

Net Income

-$744,072

Net Assets

$17,785,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,395	2.4%
Dividends	$323,420	75.4%
Sales of Assets	$95,408	22.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,052,513	89.7%
Compensation of Officers*	$375,000	32.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,785,925
Total Liabilities	$270
Net Assets	$17,785,655

Compensation

Key Employees and Officers	Compensation	Other
Paul G Mergens (President & Treasurer)	$150,000	$18,193
William H Wiltshire (Vp; Director Of Operations)	$150,000	$14,181
Rachel Mergens (Vp; Director Of Finance)	$75,000	$6,242
Mary E Mergens Loughran (Vice President)	$0	$0
Lenora A Mergens (Director)	$0	$0

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990-PF

Filed on Jan. 15, 2024

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

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XML

Fiscal Year Ending Aug.
2022

Revenue

$1,622,347

Expenses

$1,255,846

Net Income

$366,501

Net Assets

$18,529,727

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	15.4%
Interest Revenue	$1,092	0.1%
Dividends	$361,141	22.3%
Sales of Assets	$1,010,114	62.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,102,396	87.8%
Compensation of Officers*	$348,400	27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,529,843
Total Liabilities	$116
Net Assets	$18,529,727

Compensation

Key Employees and Officers	Compensation	Other
William H Wiltshire (V P; Director Of Operations)	$150,000	$12,234
Paul G Mergens (President & Treasurer)	$135,900	$20,774
Rachel Mergens (V P; Director Of Finance)	$62,500	$7,509
Mary E Mergens Loughran (Vice President)	$0	$0
Lenora A Mergens (Director)	$0	$0

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990-PF

Filed on Jan. 2, 2023

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

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XML

Fiscal Year Ending Aug.
2021

Revenue

$1,595,638

Expenses

$1,294,055

Net Income

$301,583

Net Assets

$18,163,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$80,000	5.0%
Interest Revenue	$177	0.0%
Dividends	$338,658	21.2%
Sales of Assets	$1,176,803	73.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,177,919	91.0%
Compensation of Officers*	$308,800	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,163,226
Total Liabilities	$0
Net Assets	$18,163,226

Compensation

Key Employees and Officers	Compensation	Other
William H Wiltshire (V P; Director Of Operations)	$150,000	$20,148
Paul G Mergens (President & Treasurer)	$83,800	$19,979
Rachel Mergens (V P; Director Of Finance)	$75,000	$7,762
Mary E Mergens Loughran (Vice President)	$0	$0
Lenora A Mergens (Director)	$0	$0

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990-PF

Filed on Dec. 23, 2021

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

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XML

Fiscal Year Ending Aug.
2020

Revenue

$368,704

Expenses

$1,182,752

Net Income

-$814,048

Net Assets

$17,861,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,000	10.8%
Interest Revenue	$14,567	4.0%
Dividends	$407,547	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,002,036	84.7%
Compensation of Officers*	$375,000	31.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,861,643
Total Liabilities	$1
Net Assets	$17,861,642

Compensation

Key Employees and Officers	Compensation	Other
Paul G Mergens (President & Treasurer)	$150,000	$23,480
William H Wiltshire (V P; Director Of Operations)	$150,000	$16,321
Rachel Mergens (V P; Director Of Finance)	$75,000	$6,770
Mary E Mergens Loughran (Vice President)	$0	$0
Lenora A Mergens (Secretary)	$0	$0

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990-PF

Filed on Jan. 5, 2021

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

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Fiscal Year Ending Aug.
2019

Revenue

$841,393

Expenses

$1,115,016

Net Income

-$273,623

Net Assets

$18,675,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	3.6%
Interest Revenue	$20,716	2.5%
Dividends	$455,634	54.2%
Sales of Assets	$335,043	39.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$928,986	83.3%
Compensation of Officers*	$375,000	33.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,675,691
Total Liabilities	$1
Net Assets	$18,675,690

Compensation

Key Employees and Officers	Compensation	Other
Paul G Mergens (President & Treasurer)	$150,000	$20,588
William H Wiltshire (V P; Director Of Operations)	$150,000	$13,712
Rachel Mergens (V P; Director Of Finance)	$75,000	$3,993
Mary E Mergens Loughran (Vice President)	$0	$0
Lenora A Mergens (Secretary)	$0	$0

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990-PF

Filed on Dec. 27, 2019

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

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Fiscal Year Ending Aug.
2018

Revenue

$767,856

Expenses

$1,662,296

Net Income

-$894,440

Net Assets

$18,949,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	1.3%
Interest Revenue	$4,806	0.6%
Dividends	$393,386	51.2%
Sales of Assets	$359,664	46.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,454,881	87.5%
Compensation of Officers*	$368,750	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,949,314
Total Liabilities	$0
Net Assets	$18,949,314

Compensation

Key Employees and Officers	Compensation	Other
Paul G Mergens (President & Treasure)	$150,000	$31,478
William H Wiltshire (V P; Director Of Ope)	$150,000	$18,233
Rachel Mergens (V P; Director Of Fin)	$68,750	$12,873
Mary E Mergens Loughran (Vice President)	$0	$0
Lenora Mergens (Secretary)	$0	$0

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990-PF

Filed on Jan. 2, 2019

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

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Fiscal Year Ending Aug.
2017

Revenue

$472,773

Expenses

$936,036

Net Income

-$463,263

Net Assets

$19,843,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$29,334	6.2%
Interest Revenue	$34,448	7.3%
Dividends	$263,112	55.7%
Sales of Assets	$145,879	30.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$766,767	81.9%
Compensation of Officers*	$312,500	33.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,843,754
Total Liabilities	$0
Net Assets	$19,843,754

Compensation

Key Employees and Officers	Compensation	Other
Paul G Mergens (President & Treasure)	$125,000	$24,809
William H Wiltshire (V P; Director Of Ope)	$125,000	$22,426
Rachel Mergens (V P; Director Of Fin)	$62,500	$12,963
Mary Mergens Loughran (Vice President)	$0	$0
Lenora Mergens (Secretary)	$0	$0

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990-PF

Filed on Dec. 13, 2017

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

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Fiscal Year Ending Aug.
2016

Revenue

$11,931,821

Expenses

$936,161

Net Income

$10,995,660

Net Assets

$20,307,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,574,659	97.0%
Interest Revenue	$0
Dividends	$256,786	2.2%
Sales of Assets	$100,376	0.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$707,042	75.5%
Compensation of Officers*	$100,000	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,307,075
Total Liabilities	$58
Net Assets	$20,307,017

Compensation

Key Employees and Officers	Compensation	Other
William H Wiltshire (Dir Of Operations)	$100,000	$16,448
Paul Mergens (President)	$100,000	$27,230
Cecilia Plum (Dir Of Finance)	$56,250	$2,840
Mary Mergens Loughran (Vice President)	$0	$0
Lenora Mergens (Secretary)	$0	$0

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990-PF

Filed on Jan. 13, 2017

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

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Fiscal Year Ending Aug.
2015

Revenue

$831,261

Expenses

$613,524

Net Income

$217,737

Net Assets

$9,311,357

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$240,932	29.0%
Sales of Assets	$579,366	69.7%
Other Income	$10,963	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$430,188	70.1%
Compensation of Officers*	$100,000	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,311,357
Total Liabilities	$0
Net Assets	$9,311,357

Compensation

Key Employees and Officers	Compensation	Other
William H Wiltshire (Dir Of Operations)	$100,000	$16,288
Paul Mergens (President)	$100,000	$22,100
Cecilia Plum (Dir Of Finance)	$75,000	$6,045
Mary Mergens Loughran (Vice President)	$0	$0
Lenora Mergens (Secretary)	$0	$0

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990-PF

Filed on Dec. 16, 2015

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

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Fiscal Year Ending Aug.
2014

Revenue

$373,044

Expenses

$597,363

Net Income

-$224,319

Net Assets

$9,093,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$259,403	69.5%
Sales of Assets	$113,641	30.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$392,046	65.6%
Compensation of Officers*	$100,000	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,093,620
Total Liabilities	$0
Net Assets	$9,093,620

990-PF

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

PDF

Fiscal Year Ending Aug.
2013

Revenue

$908,238

Expenses

$540,044

Net Income

$368,194

Net Assets

$9,317,939

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$316,004	34.8%
Sales of Assets	$592,220	65.2%
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$358,790	66.4%
Compensation of Officers*	$100,000	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,317,939
Total Liabilities	$0
Net Assets	$9,317,939

990-PF

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

PDF

Fiscal Year Ending Aug.
2012

Revenue

$411,261

Expenses

$535,016

Net Income

-$123,755

Net Assets

$8,951,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$294,829	71.7%
Sales of Assets	$116,432	28.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$354,623	66.3%
Compensation of Officers*	$100,000	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,951,271
Total Liabilities	$164
Net Assets	$8,951,107

990-PF

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

PDF

Fiscal Year Ending Aug.
2011

Revenue

$518,815

Expenses

$607,590

Net Income

-$88,775

Net Assets

$9,074,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$314,375	60.6%
Sales of Assets	$204,440	39.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$414,698	68.3%
Compensation of Officers*	$100,000	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,074,993
Total Liabilities	$131
Net Assets	$9,074,862

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

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George W Mergens Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $502k (2024)

Expenses $1.12M (2024)

Total Assets $17.2M (2024)

Total Liabilities $3.26k (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2012

Revenue

$502k (2024)

Expenses

$1.12M (2024)

Total Assets

$17.2M (2024)

Total Liabilities

$3.26k (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
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Fiscal Year Ending Aug.
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Fiscal Year Ending Aug.
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Fiscal Year Ending Aug.
2002