MERRILL WATT EDUCATION & MENTORING ENDOWMENT (EIN 873386665) - 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

2021

Legal Domicile

Phone

8166428254

Tax Period

2024-01-01 to 2024-12-31

MERRILL WATT EDUCATION & MENTORING ENDOWMENT, founded in 2021, is a micro nonprofit in the Education sector that reported $45K in total revenue in fiscal year 2024. The organization ran a surplus of $7K, a strong 15% operating margin.

Mission

TO CREATE A CULTURE OF PREPAREDNESS, READINESS, RESPONSIVENESS, EDUCATION, AND PUBLIC SERVICE THAT FULFILLS THE NEEDS OF THE PRESENT SOCIETY OF AMERICAN MILITARY ENGINEERS CHARITABLE AND EDUCATIONAL PROGRAMS.

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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 $0

Program Service Revenue $0

Investment Income $44,519

Other Revenue $0

TOTAL REVENUE $44,519

Expense Breakdown

Grants Paid $17,179

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,708

Other Expenses $20,529

TOTAL EXPENSES $37,708

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,519	N/A	N/A
Expenses	$37,708	N/A	N/A
Net Income	$6,811	N/A	N/A

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

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
ANDY NASHEK	DIRECTOR	2.00	Director	$0	$0	$0
DAVE RENETZKY	DIRECTOR	2.00	Director	$0	$0	$0
DAVID CALDWELL	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINA WOOLRIDGE	SECRETARY	2.00	Director	$0	$0	$0
DILLON MORAN	DIRECTOR	2.00	Director	$0	$0	$0
JACK JOHANNES	DIRECTOR	2.00	Director	$0	$0	$0
JULIE EITER	DIRECTOR	2.00	Director	$0	$0	$0
JACOB AMBROSE	DIRECTOR	2.00	Director	$0	$0	$0
PAUL REIGER	DIRECTOR	2.00	Director	$0	$0	$0
LAURA SANFORD	DIRECTOR	2.00	Director	$0	$0	$0
JUSTIN BAKER	PRESIDENT	2.00	Officer	$0	$0	$0
JASON DAVIS	IMMEDIATE PAST PRESIDENT	2.00	Officer	$0	$0	$0
BRITANY SCHULTZE	VICE PRESIDENT	2.00	Officer	$0	$0	$0
MARC JONES	TREASURER	2.00	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	$44,519	$37,708	$1,167,394	$6,811
2023	$39,017	$34,780	$1,087,144	$4,237
2022	$27,557	$39,165	$1,026,399	$-11,608
2021	$369	$10,725	$1,195,227	$-10,356

MERRILL WATT EDUCATION & MENTORING ENDOWMENT