Merrie-Woode Foundation Inc (EIN 621055955) - 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

1978

Legal Domicile

Principal Officer

Frost Walker

Phone

8287433300

Tax Period

2024-01-01 to 2024-09-30

Merrie-Woode Foundation Inc, founded in 1978, is a community nonprofit in the Unknown sector that reported $4.2M in total revenue in fiscal year 2024. The organization ran a surplus of $1.3M, a strong 32% operating margin.

Mission

Youth education and development

🔒

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 $325,498

Program Service Revenue $3,499,538

Investment Income $322,468

Other Revenue $65,369

TOTAL REVENUE $4,212,873

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,125,433

Fundraising Expenses $119,379

Program Expenses $1,600,387

Other Expenses $1,745,065

TOTAL EXPENSES $2,870,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,212,873	$4,180,998	+0.0%
Expenses	$2,870,498	$3,358,039	-0.1%
Net Income	$1,342,375	$822,959	+0.6%

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

N/A

Volunteers

N/A

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
Donyal Andrews	Trustee	1.00	Director	$0	$0	$0
Thomas Bates	Trustee	1.00	Director	$0	$0	$0
Jimmy Broughton	Trustee	1.00	Director	$0	$0	$0
Mary Coleman Rogers Clark	Trustee	1.00	Director	$0	$0	$0
Tweed Cline Eckhard	Vice Chair	1.00	Officer Director	$0	$0	$0
Jerald JR Hanks	Trustee	1.00	Director	$0	$0	$0
Campbell Bowers Jackson	Trustee	1.00	Director	$0	$0	$0
Elly Lane	Trustee	1.00	Director	$0	$0	$0
Stewart Lathan	Trustee	1.00	Director	$0	$0	$0
Stephanie Blessey Lilley	Secretary	2.00	Officer Director	$0	$0	$0
Elizabeth Dempsey Merritt	Treasurer	2.00	Officer Director	$0	$0	$0
Ruffner Page	Trustee	1.00	Director	$0	$0	$0
Elizabeth Crane Swent	Trustee	1.00	Director	$0	$0	$0
Mallory Dimmitt	Trustee	1.00	Director	$0	$0	$0
Jane Curtis	Trustee	1.00	Director	$0	$0	$0
Clair Freeman Marshall	Chair	1.00	Officer Director	$0	$0	$0
Frost Walker	Co Exec Director	40.00	Officer	$0	$0	$0
Robin Walker	Co Exec Director	40.00	Officer	$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	$4,212,873	$2,870,498	$18,781,609	$1,342,375
2023	$4,180,998	$3,358,039	$18,062,857	$822,959
2022	$3,245,654	$3,499,166	$17,842,033	$-253,512
2021	$4,317,450	$3,269,884	$18,712,805	$1,047,566
2020	$1,643,272	$2,030,109	$18,997,208	$-386,837
2019	$3,527,758	$3,313,469	$18,124,465	$214,289
2018	$3,863,525	$3,613,476	$18,071,535	$250,049

Merrie-Woode Foundation Inc