George W Mergens Foundation is a 501(c)(3) organization based in Milton, Vermont, registered in 1995, with $590,805 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$591K
▲ 17.7% vs prior year
Arts & Culture median: $159K
Expenses (FY2024)
$1.4M
Net assets
$16.3M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for George W Mergens Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For George W Mergens Foundation: 135 mo reserves · -145% margin earns a F on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for George W Mergens Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For George W Mergens Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue declined from $831K (FY2014) to $591K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
-144.9%
Spent more than it raised in the latest fiscal year.
Total assets
$16.3M
Total liabilities
$3,637
Net assets
$16.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $590,805▲17.7% | $1,446,691▲28.8% | $16,308,269▼5.0% | $16,311,906▼5.0% | 990PF |
| 2023 | $501,903▲16.9% | $1,123,403▼4.3% | $17,164,155▼3.5% | $17,167,415▼3.5% | 990PF |
| 2022 | $429,223▼73.5% | $1,173,295▼6.6% | $17,785,655▼4.0% | $17,785,925▼4.0% | 990PF |
| 2021 | $1,622,347▲1.7% | $1,255,846▼3.0% | $18,529,727▲2.0% | $18,529,843▲2.0% | 990PF |
| 2020 | $1,595,638▲333% | $1,294,055▲9.4% | $18,163,226▲1.7% | $18,163,226▲1.7% | 990PF |
| 2019 | $368,704▼56.2% | $1,182,752▲6.1% | $17,861,643▼4.4% | $17,861,643▼4.4% | 990PF |
| 2018 | $841,393▲9.6% | $1,115,016▼32.9% | $18,675,691▼1.4% | $18,675,691▼1.4% | 990PF |
| 2017 | $767,856▲62.4% | $1,662,296▲77.6% | $18,949,314▼4.5% | $18,949,314▼4.5% | 990PF |
| 2016 | $472,773▼96.0% | $936,036 | $19,843,754▼2.3% | $19,843,754▼2.3% | 990PF |
| 2015 | $11,931,821▲1335% | $936,161▲52.6% | $20,307,017▲118% | $20,307,075▲118% | 990PF |
| 2014 | $831,261 | $613,524 | $9,311,357 | $9,311,357 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for George W Mergens Foundation (EIN 03-0345055) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.