MERRYMAKERS ASSOCIATION (EIN 470692363) - 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

1986

Legal Domicile

Principal Officer

DAVID MAYER

Phone

4026970205

Tax Period

2023-01-01 to 2023-12-31

MERRYMAKERS ASSOCIATION, founded in 1986, is a small nonprofit that reported $419K in total revenue in fiscal year 2023. Expenses of $543K exceeded revenue, resulting in a 29% operating deficit.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR SENIORS BY ENCOURAGING ACTIVE PARTICIPATION, INCREASING SOCIAL INTERACTION, AND SPARKING MEMORIES THROUGH PROFESSIONAL ENTERTAINMENT.

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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 $239,752

Program Service Revenue $0

Investment Income $6,535

Other Revenue $173,067

TOTAL REVENUE $419,354

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,177

Fundraising Expenses $0

Program Expenses $378,037

Other Expenses $456,574

TOTAL EXPENSES $542,751

Year-over-Year Comparison

	2023	2022	Change
Revenue	$419,354	$431,438	0.0%
Expenses	$542,751	$454,317	+0.2%
Net Income	$-123,397	$-22,879	+4.4%

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

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
PETE HANLEY	DIRECTOR	1.00	Director	$0	$0	$0
JEANIE JONES	DIRECTOR	1.00	Director	$0	$0	$0
DAVE MAYER	PRESIDENT	1.00	Officer Director	$0	$0	$0
SANDY PARKER	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG POHLMAN	DIRECTOR	1.00	Director	$0	$0	$0
GARY GROTE	TREASURER AND SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER AMIS	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON BURNS	DIRECTOR	1.00	Director	$0	$0	$0
JILL GOLDSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
ALISON JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MATT LEE	DIRECTOR	1.00	Director	$0	$0	$0
JULIE COLLINS	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$419,354	$542,751	$581,375	$-123,397
2022	$431,438	$454,317	$699,154	$-22,879
2021	$420,761	$348,484	$714,243	$72,277
2020	$499,664	$356,416	$644,638	$143,248
2019	$465,938	$416,981	$500,352	$48,957
2018	$417,884	$401,640	$456,389	$16,244

MERRYMAKERS ASSOCIATION