MERRICK INC

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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

1972

Legal Domicile

Principal Officer

JOHN WAYNE BARKER

Phone

6517896200

Tax Period

2023-07-01 to 2024-06-30

MERRICK INC, founded in 1972, is a mid-sized nonprofit in the Employment sector that reported $15.4M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $14.9M left a modest 3% surplus.

Mission

OUR MISSION IS TO EMPOWER ADULTS WITH DISABILITIES THROUGH VOCATIONAL AND SOCIAL OPPORTUNITIES, AND TO GUIDE THEM TOWARD REALIZING THEIR GOALS AND DREAMS.

Program Service Accomplishments

Program 1

Expenses: $12,882,496 Revenue: $13,439,587

PROVIDED WORK OPTIONS TO MORE THAN 300 ADULTS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES (I/DD) ENABLING THEM TO ENGAGE IN PREFERRED EMPLOYMENT OPTIONS (I.E., ONSITE, CREW, DIRECT HIRE) THAT...

PROVIDED WORK OPTIONS TO MORE THAN 300 ADULTS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES (I/DD) ENABLING THEM TO ENGAGE IN PREFERRED EMPLOYMENT OPTIONS (I.E., ONSITE, CREW, DIRECT HIRE) THAT IMPROVES SELF-ESTEEM, DEVELOPS SOCIAL RELATIONSHIPS, AND GENERATES DISCRETIONARY INCOME THEY CAN USE TO BETTER ENJOY A GOOD LIFE. PROVIDED LIFE ENRICHMENT AND THERAPEUTIC ACTIVITIES TO MORE THAN 120 ADULTS WITH I/DD THAT IMPROVES THEIR SELF-ESTEEM, DEVELOPS SOCIAL RELATIONSHIPS, AND MAINTAINS THEIR PHYSICAL, EMOTIONAL, AND MENTAL HEALTH TO BETTER ENJOY A GOOD LIFE. PROVIDED MORE THAN 300 RIDES EVERY WEEKDAY TO TRANSPORT CLIENTS FROM THE HOME TO THEIR PROGRAM SITE AND BACK AGAIN.

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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 (2023)

Revenue Breakdown

Contributions & Grants $432,101

Program Service Revenue $13,245,875

Investment Income $72,165

Other Revenue $1,678,248

TOTAL REVENUE $15,428,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,680,585

Fundraising Expenses $298,988

Program Expenses $12,882,496

Other Expenses $7,259,724

TOTAL EXPENSES $14,940,309

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,428,389	$12,288,996	+0.3%
Expenses	$14,940,309	$11,562,905	+0.3%
Net Income	$488,080	$726,091	-0.3%

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

Employees

462

Volunteers

100

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

$222,885

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAUREEN MCGARRY	PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIK LEVY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CRYSTAL SARIC-FASHANT	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
HEATHER MONNENS	SECRETARY	2.00	Officer Director	$0	$0	$0
PHILIP SANFILIPPO	TREASURER	1.00	Officer Director	$0	$0	$0
DEB DEGREEFF	TRUSTEE	1.00	Director	$0	$0	$0
KAREN DEYOUNG	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIN MAHRE	TRUSTEE	1.00	Director	$0	$0	$0
PAUL MCHALE	TRUSTEE	1.00	Director	$0	$0	$0
JOE MURPHY	TRUSTEE	1.00	Director	$0	$0	$0
JEROME SAGE	TRUSTEE	1.00	Director	$0	$0	$0
DAN SCHNEEMAN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN WAYNE BARKER	EXECUTIVE DIRECTOR	40.00	Officer	$202,767	$20,118	$222,885

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	No data	No data	No data	No data
2024	$15,428,389	$14,940,309	$12,388,098	$488,080
2023	$12,288,996	$11,562,905	$11,062,985	$726,091
2022	$10,412,530	$9,969,760	$10,873,587	$442,770
2021	$11,695,877	$8,996,706	$10,586,883	$2,699,171
2020	$8,548,215	$8,487,033	$7,571,138	$61,182
2019	$9,033,649	$8,675,608	$7,660,128	$358,041
2018	$8,516,365	$8,615,883	$7,453,591	$-99,518