Nonprofit · EIN 46-1507290
MERRIMAN FINANCIAL EDUCATION FOUNDATION
Tax-exempt · BAINBRIDGE IS, WA 98110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $103,574 | $137,995 | -$34,421 | $1,360,677 | $315 | $1,360,362 |
| December 31, 2024 | 990-PF | $104,962 | $120,329 | -$15,367 | $1,295,068 | $0 | $1,295,068 |
| December 31, 2023 | 990-PF | $88,531 | $144,546 | -$56,015 | $1,270,255 | $53 | $1,270,202 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $60,998
- Dividends
- $39,403
- Other income
- $3,173
Expenses
- Grants and similar amounts paid
- $50,000
- Disbursements for charitable purposes
- $137,995
- Excise tax on investment income
- $592
Balance sheet and other
- Total assets, start of year
- $1,295,068
- Total assets, end of year
- $1,360,677
- Total liabilities, end of year
- $315
- Net assets, end of year
- $1,360,362
- Fair market value of assets
- $1,360,677
- Qualifying distributions
- $137,995
- Net investment income
- $42,576
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL MERRIMAN 657 PARK AVE NE, BAINBRIDGE ISLAND, WA 98110 | PRES. / TREA | 30 | $0 |
| CHRIS PEDERSEN 657 PARK AVE NE, BAINBRIDGE ISLAND, WA 98110 | SECRETARY | 10 | $0 |
| PAUL HEYS 657 PARK AVE NE, BAINBRIDGE ISLAND, WA 98110 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Merriman 2445 NW Westover Road 311, Portland, OR 97210 | President/Treasurer | 30 | $0 |
| Christen Pedersen 2445 NW Westover Road 311, Portland, OR 97210 | Secretary | 1 | $0 |
| Paul Heys 2445 NW Westover Road 311, Portland, OR 97210 | Director | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Merriman 11563 Battle Point NE, Bainbridge Island, WA 98110 | President/Treasurer | 30 | $0 |
| Christen Pedersen 11563 Battle Point NE, Bainbridge Island, WA 98110 | Secretary | 1 | $0 |
| Paul Heys 11563 Battle Point NE, Bainbridge Island, WA 98110 | Director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 657 PARK AVE NE, BAINBRIDGE IS, WA 98110-2965
- Signed the 990-PF
- PAUL MERRIMAN, PRES. / TREAS.
- Phone
- (206) 372-8445
- Website
- PAULMERRIMAN.COM
- Return prepared by
- FOUNDATION GROUP INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-1507290
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B19)
- Assets (IRS master file)
- $1,360,677
- Income (IRS master file)
- $103,574
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $103,574 | $137,995 | $1,360,677 | XML |
| 990-PF | December 2024 | $104,962 | $120,329 | $1,295,068 | XML |
| 990-PF | December 2023 | $88,531 | $144,546 | $1,270,255 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-1507290).
Questions about MERRIMAN FINANCIAL EDUCATION FOUNDATION
- What is the EIN of MERRIMAN FINANCIAL EDUCATION FOUNDATION?
- The employer identification number (EIN) of MERRIMAN FINANCIAL EDUCATION FOUNDATION is 46-1507290.
- Is MERRIMAN FINANCIAL EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to MERRIMAN FINANCIAL EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does MERRIMAN FINANCIAL EDUCATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERRIMAN FINANCIAL EDUCATION FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERRIMAN FINANCIAL EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MERRIMAN FINANCIAL EDUCATION FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MERRIMAN FINANCIAL EDUCATION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $103,574, expenses of $137,995 and total assets of $1,360,677 at year end.
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