MERIDA FOUNDATION (EIN 810644239) - 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

2003

Legal Domicile

Principal Officer

ANNE SCOTT

Phone

5736904500

Tax Period

2024-01-01 to 2024-12-31

MERIDA FOUNDATION, founded in 2003, is a small nonprofit in the International Affairs sector that reported $189K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $110K, a strong 58% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE IN SUPPORT OF EDUCATION AND HUMAN DEVELOPMENT IN THE MERIDA REGION OF THE STATE OF YUCATAN, MEXICO. THE ORGANIZATION PARTNERS WITH EXISTING AGENCIES AND PROGRAMS IN MERIDA TO ENHANCE THE QUALITY OF THEIR EDUCATIONAL AND DEVELOPMENTAL SERVICES. THE ORGANIZATION ALSO WORKS TO INCREASE THE NUMBER OF QUALIFIED MERIDA AND SURROUNDING VILLAGES RESIDENTS WHO RECEIVE THOSE SERVICES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $46,430

Program Service Revenue $0

Investment Income $142,828

Other Revenue $0

TOTAL REVENUE $189,258

Expense Breakdown

Grants Paid $29,276

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,444

Other Expenses $50,168

TOTAL EXPENSES $79,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$189,258	$132,910	+0.4%
Expenses	$79,444	$80,213	0.0%
Net Income	$109,814	$52,697	+1.1%

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
MARK SAUCIER	PRESIDENT	1.00	Officer Director	$0	$0	$0
GREGORY MIHALEVICH	SECRETARY	1.00	Officer Director	$0	$0	$0
LARRY LEWIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAT JOYCE	MEMBER	1.00	Director	$0	$0	$0
ANNE SCOTT	TREASURER	1.00	Officer Director	$0	$0	$0
JAMIE SCHULTE	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
2025	No data	No data	No data	No data
2024	$189,258	$79,444	$2,503,036	$109,814
2023	$132,910	$80,213	$2,228,806	$52,697
2022	$120,773	$71,303	$1,984,938	$49,470
2021	$175,450	$41,587	$2,425,547	$133,863
2020	$91,277	$21,407	$2,229,262	$69,870
2019	$1,535,147	$43,421	$1,966,002	$1,491,726

MERIDA FOUNDATION