Merritt Insurance Group Employee Benefit Plan

EIN: 841171558

Henderson, CO

Total Revenue
$1,803,687
Total Expenses
$1,794,223
Total Assets
$93,616
Net Assets
$-110,295
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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
1996
Legal Domicile
CO
Phone
3032892286
Tax Period
2020-01-01 to 2020-12-31

Merritt Insurance Group Employee Benefit Plan, founded in 1996, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2020.

Mission

THIS ENTITY WAS ORGANIZED UNDER IRC SECT 501(c)(9) TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS EMPLOYEES

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,803,687
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,803,687

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,794,223
Other Expenses $117,513
TOTAL EXPENSES $1,794,223

Year-over-Year Comparison

2020 2019 Change
Revenue $1,803,687 $1,712,424 +0.1%
Expenses $1,794,223 $1,244,226 +0.4%
Net Income $9,464 $468,198 -1.0%
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

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
1

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
1
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TAYLOR MERRITT Trustee 0.00
Officer 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
2020 $1,803,687 $1,794,223 $93,616 $9,464
2019 $1,712,424 $1,244,226 $106,219 $468,198
2018 $2,053,400 $2,641,357 $232,869 $-587,957
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