MERRICK COMMUNITY SERVICES (EIN 410693851) - 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

1908

Legal Domicile

Principal Officer

DANIEL A RODRIGUEZ

Phone

6517719339

Tax Period

2024-07-01 to 2025-06-30

MERRICK COMMUNITY SERVICES, founded in 1908, is a community nonprofit in the Human Services sector that reported $4.2M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $4.7M exceeded revenue, resulting in a 12% operating deficit.

Mission

MERRICK COMMUNITY SERVICES CHAMPIONS THRIVING COMMUNITIES BY ELIMINATING BARRIERS AND PROVIDING ESSENTIAL RESOURCES TO PROMOTE STABILITY, INDEPENDENCE, ECONOMIC AND SOCIAL JUSTICE.

🔒

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 $3,921,763

Program Service Revenue $277,975

Investment Income $14,270

Other Revenue $-12,575

TOTAL REVENUE $4,201,433

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,635,440

Fundraising Expenses $280,752

Program Expenses $4,040,076

Other Expenses $3,088,201

TOTAL EXPENSES $4,723,641

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,201,433	$5,456,551	-0.2%
Expenses	$4,723,641	$4,699,661	+0.0%
Net Income	$-522,208	$756,890	-1.7%

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

Volunteers

465

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

$137,729

Total Directors

$147,273

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL A RODRIGUEZ	EXECUTIVE DI	40.00	Officer Director	$123,881	$13,848	$137,729
SUSAN BERGMANN	CHAIR	1.00	Officer Director	$0	$0	$0
MICHELLE BARTLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN SWEDEEN	TREASURER	1.00	Officer Director	$0	$0	$0
JESSICA BIERWERTH	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES BOLINE	BOARD MEMBER	1.00	Director	$0	$0	$0
MANUEL BRETT	BOARD MEMBER	1.00	Director	$0	$0	$0
ELLERY CARR	BOARD MEMEBR	1.00	Director	$0	$0	$0
JOHN GRANT	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL GRAY	BOARD MEMBER	1.00	Director	$2,131	$0	$2,131
DIAMOND HUNTER	BOARD MEMBER	1.00	Director	$0	$0	$0
KARISA LINDQUIST	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES LOCKWOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
LUCAS PETERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL RITCH	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC VAN-SITCHLER	BOARD MEMBER	1.00	Director	$0	$0	$0
VICTORIA VIRASY-ERTELT	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL YEE	BOARD MEMBER	1.00	Director	$0	$0	$0
RUTH AITTALA	GAMBLING MAN	7.50	Director	$7,413	$0	$7,413

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	$4,201,433	$4,723,641	$4,900,918	$-522,208
2024	$5,456,551	$4,699,661	$5,698,605	$756,890
2023	$2,981,113	$3,801,945	$5,246,880	$-820,832
2022	$3,287,343	$2,402,111	$4,073,797	$885,232
2021	$2,165,281	$1,883,937	$2,869,839	$281,344
2020	$2,279,996	$1,740,994	$2,649,858	$539,002
2019	$1,596,233	$1,591,676	$2,230,653	$4,557
2018	$1,981,898	$1,824,087	$2,165,033	$157,811

MERRICK COMMUNITY SERVICES