Civic Intelligence

Merrick Foundation Inc.

990 • Fiscal year 2018 • EIN 47-6024770

Nov 01, 2017 to Oct 31, 2018 • Filed on Sep 11, 2019

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.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

1.32x

Higher debt load relative to revenue than 83% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$103,069

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

19th percentile

-5.2%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

104%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$16,366,563

Down $905,346 (-5.2%) from 2017

Net Assets

Down

$13,105,494

Down $705,405 (-5.1%) from 2017

Liabilities

Down

$3,261,069

Down $199,941 (-5.8%) from 2017

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin91st percentile

Revenue

Up

$2,464,296

Up $1,255,919 (+104%) from 2017

Expenses

Down

$1,246,302

Down $224,376 (-15%) from 2017

Net Income

Up

$1,217,994

Up $1,480,295 (+564%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2018

Assets$16,366,563
Liabilities$3,261,069
Net Assets$13,105,494
Open 2018 Filing

Operations Trend

Revenue Growth94th 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

2018

Revenue$2,464,296
Expenses$1,246,302
Net Income$1,217,994
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Sep 11, 2019
Return Version
2017v2.3
Gross Receipts
$5,292,243
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$16,056,193$15,217,728▼ $838,465
Land, Buildings, and Equipment, Net$793,405$930,825▲ $137,420
Savings and Temporary Cash Investments$67,722$183,001▲ $115,279
Other Notes and Loans Receivable, Net$338,742$32,500▼ $306,242
Accounts Receivable-$504-
Total Assets$17,271,909$16,366,563▼ $905,346
Other Assets Total$15,847$2,005▼ $13,842
Liabilities
Other Liabilities$2,507,030$2,805,170▲ $298,140
Grants Payable$925,194$416,391▼ $508,803
Accounts Payable and Accrued Expenses$28,786$39,508▲ $10,722
Total Liabilities$3,461,010$3,261,069▼ $199,941
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,967,839$6,755,977▼ $211,862
Temporarily Rstr Net Assets$4,381,158$4,181,711▼ $199,447
Unrestricted Net Assets$2,461,902$2,167,806▼ $294,096
Total Net Assets Fund Balance$13,810,899$13,105,494▼ $705,405
Total Liabilities and Net Assets / Fund Balance$17,271,909$16,366,563▼ $905,346

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$363,736$113,871$477,607
Equipment$40,586$87,652$128,238
Land$526,503-$2,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$8,718,254$161,528--$8,879,782
2016$8,701,014$17,240--$8,718,254
2015$8,417,182$283,832--$8,701,014
2014$8,322,525$94,657--$8,417,182
2013$8,239,069$83,456--$8,322,525
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chuck GriffithExec. DirectFT$94,785$8,284$103,069

Board Members and Trustees

NameTitle
Barry MarshPresident
Shauna GrahamExecutive Di
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
$321,209
Program Service Revenue
$0
Investment Income
$2,080,135
Other Revenue
$62,952
All Other Contributions
$321,209
Change in Net Assets
$1,217,994

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,464,296
Revenue Not Reported on Form 990
$-1,896,821
Total Revenue per Audited Statements
$567,475
Total Revenue per Form 990
$2,464,296
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$870,652
Salaries, Compensation, and Employee Benefits$250,103
Other Expenses$125,547
Total Fundraising Expense$8,345
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$714,012--$714,012
Grants to Domestic Individuals$156,640--$156,640
Other Salaries and Wages-$111,209-$111,209
Current Officers, Directors, Trustees, and Key Employees-$97,630-$97,630
Depreciation Depletion-$29,611-$29,611
Other Employee Benefits-$25,939-$25,939
Payroll Taxes-$15,325-$15,325
Occupancy-$13,002-$13,002
Advertising--$7,633$7,633
Insurance-$7,412-$7,412
Fees for Services Accounting-$6,386-$6,386
Conferences and Meetings-$6,309-$6,309
All Other Expenses-$2,923$712$3,635
Other Expenses-$2,780-$2,780
Office Expenses-$1,700-$1,700
Total Functional Expenses$870,652$367,305$8,345$1,246,302

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,272,880
Expenses per Audited Statements$1,246,302
Total Expenses per Form 990$1,246,302
Expenses Not Reported on Form 990$26,578
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Central City Public SchoolsCentral City, NEGovPerforming Arts Cntr$58,958
Palmer Community Foundation IncPalmer, NE3Daycare Building$50,000
Platte Peer GroupChapman, NE3Operating$47,500
Merrick Co Child Development CenterCentral City, NE3Operating$45,512
Merrick Co Child Development CenterCentral City, NE3Rent$35,773
Nebraska Office of Rural HealthLincoln, NEGovLoan Matching$25,000
Merrick Co Child Development CenterCentral City, NE3Capital Campaign$22,188
Merrick Co Historical MuseumCentral City, NE3New Facility$16,667
Merrick County Youth CouncilCentral City, NE3Debt Reduction$15,000
Merrick Medical Center FoundationCentral City, NE3Loan Matching$15,000
Merrick Arts CouncilCentral City, NE3Operations$10,650
Farmhouse FoundationKansas City, MO3New Facility$10,000
Merrick Co Child Development CenterCentral City, NE3Matching Grant$10,000
Omaha Community FoundationOmaha, NE3Pass Through$10,000
City of Central CityCentral City, NEGovCapital Improvements$9,000
Palmer Volunteer FirePalmer, NEGovFireworks & Gear$9,000
Ne Christian SchoolCentral City, NE3Student Trip$8,500
Central Nebraska Community ActionLoup City, NE3Needy Persons$7,990
Central City Public SchoolsCentral City, NEGovStudent Trip$7,750
Merrick Medical Center FoundationCentral City, NE3Pharmacist Recruit.$7,500
Lone Tree Literary SocietyCentral City, NE3Operating$7,450
Ne Christian SchoolCentral City, NE3Special Event$6,500
Ne Christian SchoolCentral City, NE3Special Event$6,000
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$2,805,170
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Shauna Graham
Title
Executive Director
Phone
3089463707
Signed
2019-09-11
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
5
Volunteers
20

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 26,578 farm expenses netted against revenue -26,578”

Financial Statement Notes

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

“Farm expenses netted against revenue 26,578”

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

“Farm expenses netted against revenue 26,578”

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IRS990/PrincipalOfficerNm0BARRY MARSH
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 354,997
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,366,563
Liabilities
$3,261,069
Net assets
$13,105,494
Revenue
$2,464,296
Expenses
$1,246,302
Net income
$1,217,994
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