MERRICK FOUNDATION 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

1960

Legal Domicile

Principal Officer

KRISTIN HERMANSEN-RYAN

Phone

3089463707

Tax Period

2023-11-01 to 2024-10-31

MERRICK FOUNDATION INC, founded in 1960, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $319K, a strong 27% operating margin.

Mission

IMPROVE THE QUALITY OF LIFE IN MERRICK COUNTY BY DIRECTING CHARITABLE FUNDS TO ACHIEVE MAXIMUM BENEFITS.

Program Service Accomplishments

Program 1

Expenses: $572,246 Revenue: $34,600

INDIVIDUALS, GROUPS, AND COMMUNITIES IN MERRICK COUNTY, NEBRASKA, MAKE APPLICATIONS TO THE FOUNDATION FOR GRANTS, AWARDS, AND SCHOLARSHIPS.

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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 $433,481

Program Service Revenue $34,600

Investment Income $609,648

Other Revenue $95,051

TOTAL REVENUE $1,172,780

Expense Breakdown

Grants Paid $468,933

Salaries & Benefits $159,852

Fundraising Expenses $16,871

Program Expenses $572,246

Other Expenses $224,947

TOTAL EXPENSES $853,732

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,172,780	$1,956,463	-0.4%
Expenses	$853,732	$943,531	-0.1%
Net Income	$319,048	$1,012,932	-0.7%

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

$87,536

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAUNA GRAHAM	CDO	40.00	Officer	$45,525	$0	$45,525
COURTNEY RETZLAFF	CFO	40.00	Officer	$42,011	$0	$42,011
TYSON BENNER	TREASURER	1.00	Officer Director	$0	$0	$0
LARRY BENSON	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
APRIL BOLTE	MEMBER	1.00	Director	$0	$0	$0
MORGAN CLARKE	MEMBER	1.00	Director	$0	$0	$0
WHITNEY HAKE	MEMBER	1.00	Director	$0	$0	$0
JAYME HANS	MEMBER	1.00	Director	$0	$0	$0
DENISE HEBDA	MEMBER	1.00	Director	$0	$0	$0
KRISTIN HERMANSEN-RYAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRANDON KONWINSKI	MEMBER	1.00	Director	$0	$0	$0
AMY KYES	MEMBER	1.00	Director	$0	$0	$0
CHASE SAMUELSON	MEMBER	1.00	Director	$0	$0	$0
MARY STEINER	SECRETARY	1.00	Officer Director	$0	$0	$0
DJ TALBOTT	MEMBER	1.00	Director	$0	$0	$0
KEVIN URKOSKI	MEMBER	1.00	Director	$0	$0	$0
TRENT WAGNER	MEMBER	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	$1,172,780	$853,732	$20,940,543	$319,048
2023	$1,956,463	$943,531	$17,352,238	$1,012,932
2022	$1,795,086	$1,445,706	$16,445,737	$349,380
2021	$2,049,007	$1,143,327	$20,490,324	$905,680
2020	$1,557,241	$906,890	$16,242,806	$650,351
2019	$1,445,045	$1,682,405	$15,253,965	$-237,360
2018	$2,464,296	$1,246,302	$16,366,563	$1,217,994