MERTON COLLEGE CHARITABLE CORPORATION (EIN 223581579) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Phone

7324495323

Tax Period

2024-01-01 to 2024-12-31

MERTON COLLEGE CHARITABLE CORPORATION, founded in 1996, is a community nonprofit in the International Affairs sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. Expenses of $1.6M exceeded revenue, resulting in a 11% operating deficit.

Mission

To provide financial support to Merton College and other educational institutions of higher learning or activities at Oxford University by making contributions for scholarships, grants, scientific and other educational projects.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,144,407

Program Service Revenue $0

Investment Income $280,660

Other Revenue $0

TOTAL REVENUE $1,425,067

Expense Breakdown

Grants Paid $1,444,494

Salaries & Benefits $27,332

Fundraising Expenses $4,276

Program Expenses $1,444,494

Other Expenses $107,066

TOTAL EXPENSES $1,578,892

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,425,067	$808,262	+0.8%
Expenses	$1,578,892	$588,931	+1.7%
Net Income	$-153,825	$219,331	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICHOLAS W ALLARD	President	1.00	Officer Director	$0	$0	$0
MARINA MCCLOSKEY	Vice President	1.00	Officer Director	$0	$0	$0
NATHANIEL OLSEN	Vice President	0.50	Officer Director	$0	$0	$0
KATHLEEN SHEEHAN	Secretary	0.50	Officer Director	$0	$0	$0
ROBERT MCKELVEY	Treasurer	4.00	Officer Director	$0	$0	$0
DAVID HARVEY	Trustee	0.50	Officer Director	$0	$0	$0
AMNA NASEER	Trustee	0.50	Director	$0	$0	$0
PETER PALMER	Trustee	0.50	Director	$0	$0	$0
DANIEL SEYMOUR	Trustee	0.50	Director	$0	$0	$0
JAMES DOTY	Trustee	0.50	Director	$0	$0	$0
THOMAS CONNOLLY	Trustee	0.50	Director	$0	$0	$0
SUSAN R CULLMAN	Trustee	0.50	Director	$0	$0	$0
CHARLES S K SCUDDER	Trustee	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,425,067	$1,578,892	$5,178,906	$-153,825
2023	$808,262	$588,931	$5,099,063	$219,331
2022	$688,210	$685,426	$4,441,763	$2,784
2021	$1,801,987	$1,759,686	$5,322,347	$42,301
2020	$1,305,891	$378,473	$4,866,669	$927,418
2019	$743,437	$549,199	$3,939,251	$194,238
2018	$626,187	$460,082	$3,217,655	$166,105

MERTON COLLEGE CHARITABLE CORPORATION