MERAKEY FOUNDATION (EIN 233005583) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

JOSEPH MARTZ

Phone

6102604600

Tax Period

2024-07-01 to 2025-06-30

MERAKEY FOUNDATION, founded in 1999, is a community nonprofit in the Health Care sector that reported $1.9M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $828K, a strong 44% operating margin.

Mission

CONDUCT FUNDRAISING EVENTS AND SOLICIT DONATIONS TO SUPPORT THE OPERATIONS OF ITS AFFILIATES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,167,821

Program Service Revenue $0

Investment Income $586,047

Other Revenue $126,432

TOTAL REVENUE $1,880,300

Expense Breakdown

Grants Paid $355,093

Salaries & Benefits $277,984

Fundraising Expenses $668,332

Program Expenses $355,093

Other Expenses $419,690

TOTAL EXPENSES $1,052,767

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,880,300	$1,587,560	+0.2%
Expenses	$1,052,767	$1,038,503	+0.0%
Net Income	$827,533	$549,057	+0.5%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

$1,367,764

Total Directors

$1,367,764

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH MARTZ	PRESIDENT/CEO	0.50	Officer Director	$0	$55,260	$1,367,764
MICHAEL MITCHELL	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
M JOSEPH ROCKS	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH E BESECKER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN G FRISCH	DIRECTOR	1.00	Director	$0	$0	$0
LIZ GRECO-ROCKS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER HARVEY	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN KELLY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KROL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DOROTHY POLLON	DIRECTOR	1.00	Director	$0	$0	$0
SHOLA OGUNTUNDE	TREASURER	1.00	Officer Director	$0	$0	$0
KIRA WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER DUNTON	DIRECTOR THRU 11/24	1.00	Director	$0	$0	$0
JEROME MAURO	DIRECTOR THRU 11/24	1.00	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
2025	$1,880,300	$1,052,767	$13,833,157	$827,533
2024	$1,587,560	$1,038,503	$12,013,096	$549,057
2023	$1,671,587	$1,020,966	$10,486,772	$650,621
2022	$2,368,303	$1,027,838	$9,364,221	$1,340,465
2021	$2,222,728	$1,122,440	$10,087,537	$1,100,288
2020	$1,639,170	$1,155,909	$7,906,875	$483,261
2019	$1,196,860	$1,470,998	$7,841,730	$-274,138
2018	$1,135,930	$1,145,538	$7,421,901	$-9,608

MERAKEY FOUNDATION