Civic Intelligence

Merrick Foundation Inc.

990 • Fiscal year 2017 • EIN 47-6024770

Nov 01, 2016 to Oct 31, 2017 • Filed on Jul 25, 2018

Organization ProfileWWW.MERRICK-FOUNDATION.ORG
1532 17th Avenue Suite BCentral City, NE 68826

(308) 946-3707

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

49th percentile

0.20x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

2.86x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

10th percentile

-22%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

25th percentile

$109,457

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

65th percentile

9.2%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-6.3%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$17,271,909

Up $1,453,146 (+9.2%) from 2016

Net Assets

Up

$13,810,899

Up $967,707 (+7.5%) from 2016

Liabilities

Up

$3,461,010

Up $485,439 (+16%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin10th percentile

Revenue

Down

$1,208,377

Down $80,883 (-6.3%) from 2016

Expenses

Up

$1,470,678

Up $179,507 (+14%) from 2016

Net Income

Down

-$262,301

Down $260,390 (-13626%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $12,164,684Liabilities 2011: $1,832,965Net Assets 2011: $10,331,7192011Assets 2012: $13,519,850Liabilities 2012: $2,004,924Net Assets 2012: $11,514,9262012Assets 2013: $15,359,069Liabilities 2013: $2,347,379Net Assets 2013: $13,011,6902013Assets 2014: $16,392,302Liabilities 2014: $2,702,822Net Assets 2014: $13,689,4802014Assets 2015: $16,007,028Liabilities 2015: $3,101,148Net Assets 2015: $12,905,8802015Assets 2016: $15,818,763Liabilities 2016: $2,975,571Net Assets 2016: $12,843,1922016Assets 2017: $17,271,909Liabilities 2017: $3,461,010Net Assets 2017: $13,810,8992017Assets 2018: $16,366,563Liabilities 2018: $3,261,069Net Assets 2018: $13,105,4942018Assets 2019: $15,253,965Liabilities 2019: $2,110,015Net Assets 2019: $13,143,9502019Assets 2020: $16,242,806Liabilities 2020: $2,377,747Net Assets 2020: $13,865,0592020Assets 2021: $20,490,324Liabilities 2021: $3,493,459Net Assets 2021: $16,996,8652021Assets 2022: $16,445,737Liabilities 2022: $3,013,807Net Assets 2022: $13,431,9302022Assets 2023: $17,352,238Liabilities 2023: $2,598,244Net Assets 2023: $14,753,9942023Assets 2024: $20,940,543Liabilities 2024: $2,701,514Net Assets 2024: $18,239,0292024

Highlighted filing

2017

Assets$17,271,909
Liabilities$3,461,010
Net Assets$13,810,899
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $604,0472011Expenses 2012: $786,5282012Expenses 2013: $745,7332013Revenue 2014: $971,457Expenses 2014: $1,002,030Net Income 2014: -$30,5732014Revenue 2015: $1,552,258Expenses 2015: $1,464,747Net Income 2015: $87,5112015Revenue 2016: $1,289,260Expenses 2016: $1,291,171Net Income 2016: -$1,9112016Revenue 2017: $1,208,377Expenses 2017: $1,470,678Net Income 2017: -$262,3012017Revenue 2018: $2,464,296Expenses 2018: $1,246,302Net Income 2018: $1,217,9942018Revenue 2019: $1,445,045Expenses 2019: $1,682,405Net Income 2019: -$237,3602019Revenue 2020: $1,557,241Expenses 2020: $906,890Net Income 2020: $650,3512020Revenue 2021: $2,049,007Expenses 2021: $1,143,327Net Income 2021: $905,6802021Revenue 2022: $1,795,086Expenses 2022: $1,445,706Net Income 2022: $349,3802022Revenue 2023: $1,956,463Expenses 2023: $943,531Net Income 2023: $1,012,9322023Revenue 2024: $1,172,780Expenses 2024: $853,732Net Income 2024: $319,0482024

Highlighted filing

2017

Revenue$1,208,377
Expenses$1,470,678
Net Income-$262,301
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jul 25, 2018
Return Version
2016v3.1
Gross Receipts
$1,647,007
Mission and Program Overview

Mission

Improve the quality of life in merrick county by directing charitable funds to achieve maximum benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,617,749$16,056,193▲ $1,438,444
Land, Buildings, and Equipment, Net$809,421$793,405▼ $16,016
Other Notes and Loans Receivable, Net$320,073$338,742▲ $18,669
Savings and Temporary Cash Investments$55,127$67,722▲ $12,595
Total Assets$15,818,763$17,271,909▲ $1,453,146
Other Assets Total$16,393$15,847▼ $546
Liabilities
Other Liabilities$2,324,482$2,507,030▲ $182,548
Grants Payable$618,151$925,194▲ $307,043
Accounts Payable and Accrued Expenses$32,938$28,786▼ $4,152
Total Liabilities$2,975,571$3,461,010▲ $485,439
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,950,599$6,967,839▲ $17,240
Temporarily Rstr Net Assets$3,430,003$4,381,158▲ $951,155
Unrestricted Net Assets$2,462,590$2,461,902▼ $688
Total Net Assets Fund Balance$12,843,192$13,810,899▲ $967,707
Total Liabilities and Net Assets / Fund Balance$15,818,763$17,271,909▲ $1,453,146

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$217,439$100,951$318,390
Equipment$49,463$95,072$144,535
Land$526,503-$2,000
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chuck GriffithExec. DirectFT$108,278$1,179$109,457

Board Members and Trustees

NameTitle
Barry MarshPresident
Deb BeckMember
Diane SchochMember
Doug VanpeltMember
Leah BrownMember
Lisa KershawMember
Lori ParachiniMember
Michael ThedeMember
Monica SimonsonMember
Rodney LeeMember
Sheri WrubleMember
Tara UrkoskiMember
Tom WagnerMember
Nicole GrevingSecretary
Jared WetovickVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$299,749
Program Service Revenue
$0
Investment Income
$826,811
Other Revenue
$81,817
All Other Contributions
$299,749
Change in Net Assets
$-262,301

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,208,377
Revenue Not Reported on Form 990
$1,259,752
Total Revenue per Audited Statements
$2,468,129
Total Revenue per Form 990
$1,208,377
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,148,680
Salaries, Compensation, and Employee Benefits$184,598
Other Expenses$137,400
Total Fundraising Expense$10,013
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$929,280--$929,280
Grants to Domestic Individuals$219,400--$219,400
Current Officers, Directors, Trustees, and Key Employees-$97,479-$97,479
Other Salaries and Wages-$57,428-$57,428
Depreciation Depletion-$29,319-$29,319
Other Employee Benefits-$17,846-$17,846
Payroll Taxes-$11,845-$11,845
Occupancy-$11,361-$11,361
Fees for Services Accounting-$11,101-$11,101
Advertising--$9,513$9,513
Conferences and Meetings-$7,249-$7,249
Insurance-$6,602-$6,602
Other Expenses-$3,153-$3,153
All Other Expenses-$2,504$500$3,004
Office Expenses-$1,550-$1,550
Total Functional Expenses$1,148,680$311,985$10,013$1,470,678

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,500,422
Expenses per Audited Statements$1,470,678
Total Expenses per Form 990$1,470,678
Expenses Not Reported on Form 990$29,744
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Central City Public SchoolsCentral City, NEGovCapital Assets$152,694
Merrick Co Child Development CenterCentral City, NE3Capital Campaign$150,000
Merrick Medical CenterCentral City, NE3Facility Replacement$150,000
Merrick Co Child Development CenterCentral City, NE3Operating$44,812
Platte Peer GroupChapman, NE3Operating$42,700
State Theatre Foundation IncCentral City, NE3Improvements$25,000
Merrick Co Child Development CenterCentral City, NE3Matching Grant$20,000
Central City Public SchoolsCentral City, NEGovPerforming Arts$18,105
Merrick Medical CenterCentral City, NE3Loan Matching$15,000
Merrick Arts CouncilCentral City, NE3Operations$10,000
Palmer American LegionPalmer, NE19Building Repair$10,000
Palmer Public SchoolPalmer, NEGovCapital Improvements$10,000
Palmer Public SchoolPalmer, NEGovCapital Improvements$10,000
Chapman Township CemeteryChapman, NEGovFund Bus. Activities$9,193
Central Nebraska Community ServiceLoup City, NE3Needy Persons$7,400
High Plains Community SchoolsPolk, NEGovStudent Trips$6,500
Lone Tree Literary SocietyCentral City, NE3Operating$6,394
Ne Christian SchoolCentral City, NE3Special Event$6,000
Merrick Co Historical MuseumCentral City, NE3Operating$5,830
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Assets Held for the Benefit of Other$2,507,030
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The organization's governing body reviews and approves the form 990 before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“The board members annually sign a conflict of interest policy.”

Form 990, Page 6, Part VI, Line 15A

“The executive committee meets and reviews compensation annually.”

Form 990, Page 6, Part VI, Line 15B

“The executive committee meets and reviews compensation annually.”

Form 990, Page 6, Part VI, Line 19

“The form 990 and other governing documents are made available to the public when requested.”

Filing and Contact Details

Filer

Filer Name
Merrick Foundation Inc
EIN
47-6024770
Phone
3089463707
Address
1532 17TH AVENUE SUITE B, CENTRAL CITY, NE 68826

Signing Officer

Name
Chuck Griffith
Title
Exec. Direct
Phone
3089463707
Signed
2018-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barry Marsh
Formed
1960
Legal Domicile
Ne
Voting Board Members
15
Independent Board Members
15
Employees
6
Volunteers
15

Preparer

Firm
Almquist Maltzahn Galloway & Luth Pc
Address
PO BOX 1407, GRAND ISLAND, NE 68802-1407
Preparer
Marcy J Luth CPA
Phone
3083811810
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Board members of the foundation are considered volunteers. Board members serve as oversight to spending, financial investments and enforcement of policy and foundation law.”

Form 990, Part XI, Line 9

“Farm expenses netted against revenue 29,744 farm expenses netted against revenue -29,744”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Farm expenses netted against revenue 29,744”

Schedule D, Page 4, Part XII, Line 2D

“Farm expenses netted against revenue 29,744”

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IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 350,013
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FARM EXPENSES NETTED AGAINST REVENUE 29,744
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,271,909
Liabilities
$3,461,010
Net assets
$13,810,899
Revenue
$1,208,377
Expenses
$1,470,678
Net income
-$262,301
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.9$2.70$18.2$1.17$0.85$0.32
2023Detailed filing. Detailed filing data is available for this year.$17.4$2.60$14.8$1.96$0.94$1.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$3.01$13.4$1.80$1.45$0.35
2021Detailed filing. Detailed filing data is available for this year.$20.5$3.49$17.0$2.05$1.14$0.91
2020Detailed filing. Detailed filing data is available for this year.$16.2$2.38$13.9$1.56$0.91$0.65
2019Detailed filing. Detailed filing data is available for this year.$15.3$2.11$13.1$1.45$1.68$0.24
2018Detailed filing. Detailed filing data is available for this year.$16.4$3.26$13.1$2.46$1.25$1.22
2017Detailed filing. Detailed filing data is available for this year.$17.3$3.46$13.8$1.21$1.47$0.26
2016Detailed filing. Detailed filing data is available for this year.$15.8$2.98$12.8$1.29$1.29$0.00
2015Detailed filing. Detailed filing data is available for this year.$16.0$3.10$12.9$1.55$1.46$0.09
2014Detailed filing. Detailed filing data is available for this year.$16.4$2.70$13.7$0.97$1.00$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$2.35$13.0$0.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$2.00$11.5$0.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$1.83$10.3$0.60