THE MERGE SUMMIT

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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

2020

Legal Domicile

Principal Officer

HOLLY CARTER

Phone

3102611052

Tax Period

2024-01-01 to 2024-12-31

THE MERGE SUMMIT, founded in 2020, is a small nonprofit in the Arts, Culture & Humanities sector that reported $260K in total revenue in fiscal year 2024. Revenue surged 1200% from the prior year, signaling strong growth momentum. Expenses of $289K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO BRIDGE THE WORLDS OF FAITH AND ENTERTAINMENT BY PROVIDING AN OPPORTUNITY FOR MEN AND WOMEN TO LEARN FROM THE ENTERTAINMENT INDUSTRY'S TOP ARTIST AND EXECUTIVES THROUGH;WORKSHOPS, INTERACTIVE PANEL DISCUSSIONS, MASTER CLASSES, AND LIVE ENTERTAINMENT.

Program Service Accomplishments

Program 1

Expenses: $288,622

TO BRIDGE THE WORLDS OF FAITH AND ENTERTAINMENT BY PROVIDING AN OPPORTUNITY FOR MEN AND WOMEN TO LEARN FROM THE ENTERTAINMENT INDUSTRY'S TOP ARTISTS AND EXECUTIVES.

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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 $260,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $260,000

Expense Breakdown

Grants Paid $22,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $288,622

Other Expenses $266,122

TOTAL EXPENSES $288,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$260,000	$20,000	+12.0%
Expenses	$288,622	$22,601	+11.8%
Net Income	$-28,622	$-2,601	+10.0%

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

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
DR HOLLY CARTER	President & CEO	5.00	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	$260,000	$288,622	$2,190	$-28,622
2023	$20,000	$22,601	No data	$-2,601