BRANDON MERRITT CHARITABLE FOUNDATION INC (EIN 460571075) - 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

2012

Legal Domicile

Principal Officer

DEBRA MERRITT

Phone

9542947779

Tax Period

2023-01-01 to 2023-12-31

BRANDON MERRITT CHARITABLE FOUNDATION INC, founded in 2012, is a small nonprofit in the Diseases & Disorders sector that reported $409K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $300K, a strong 73% operating margin.

Mission

PROVIDE SUPPORT TO INDIVIDUALS AND THEIR FAMILIES BATTLING NEUROFIBROMATOSIS, NF, THROUGH THE B HAPPY AND B KIND PROGRAMS

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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 $80,856

Program Service Revenue $0

Investment Income $52,132

Other Revenue $275,906

TOTAL REVENUE $408,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,157

Other Expenses $108,558

TOTAL EXPENSES $108,558

Year-over-Year Comparison

	2023	2022	Change
Revenue	$408,894	$302,669	+0.4%
Expenses	$108,558	$83,542	+0.3%
Net Income	$300,336	$219,127	+0.4%

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

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
JESSICA ROBERTS	President	10.00	Officer Director	$0	$0	$0
STEPHANIE JOHNSON	Secretary	5.00	Officer Director	$0	$0	$0
ILENE SULTAN	Director	5.00	Director	$0	$0	$0
RALPH LEVY	Director	5.00	Director	$0	$0	$0
STEVEN WELLINS	Director	5.00	Director	$0	$0	$0
DEBRA MERRITT	Treasurer	5.00	Officer Director	$0	$0	$0
RALPH MERRITT	Executive Dir.	5.00	Director	$0	$0	$0
SCOTT EISEN	Executive Dir.	5.00	Director	$0	$0	$0
RICK OGLESBEE	Director	5.00	Director	$0	$0	$0
CHRISTINE RUPPEL	Director	5.00	Director	$0	$0	$0
JACKIE EISEN NATHAN	Director	5.00	Director	$0	$0	$0
AISLING RICE	Director	5.00	Director	$0	$0	$0
CELESTE RODINO	Director	5.00	Director	$0	$0	$0
DEBBIE VOBORIL	Director	0.00	Director	$0	$0	$0
Lawrence Carrino	Director	0.00	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
2024	No data	No data	No data	No data
2023	$408,894	$108,558	$1,203,017	$300,336
2022	$302,669	$83,542	$902,810	$219,127
2021	$147,451	$98,603	$679,692	$48,848
2020	$134,803	$52,706	$649,879	$82,097
2019	$292,674	$155,376	$572,538	$137,298
2018	$208,808	$97,529	$436,202	$111,279

BRANDON MERRITT CHARITABLE FOUNDATION INC