Civic Intelligence

Merrick Foundation Inc.

990 • Fiscal year 2023 • EIN 47-6024770

Nov 01, 2022 to Oct 31, 2023 • Filed on Mar 05, 2024

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

46th percentile

0.15x

Higher debt load relative to assets than 46% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

1.33x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

20th percentile

$88,047

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

48th percentile

5.5%

Faster asset growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

9.0%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$17,352,238

Up $906,501 (+5.5%) from 2022

Net Assets

Up

$14,753,994

Up $1,322,064 (+9.8%) from 2022

Liabilities

Down

$2,598,244

Down $415,563 (-14%) from 2022

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin91st percentile

Revenue

Up

$1,956,463

Up $161,377 (+9.0%) from 2022

Expenses

Down

$943,531

Down $502,175 (-35%) from 2022

Net Income

Up

$1,012,932

Up $663,552 (+190%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2023

Assets$17,352,238
Liabilities$2,598,244
Net Assets$14,753,994
Open 2023 Filing

Operations Trend

Revenue Growth57th 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

2023

Revenue$1,956,463
Expenses$943,531
Net Income$1,012,932
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Mar 5, 2024
Return Version
2022v5.0
Gross Receipts
$3,079,114
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$15,462,399$16,638,486▲ $1,176,087
Land, Buildings, and Equipment, Net$873,546$552,645▼ $320,901
Savings and Temporary Cash Investments$101,110$146,337▲ $45,227
Prepaid Expenses and Deferred Charges$3,067$3,975▲ $908
Accounts Receivable$25$310▲ $285
Total Assets$16,445,737$17,352,238▲ $906,501
Other Assets Total$5,590$10,485▲ $4,895
Liabilities
Other Liabilities$2,786,068$2,349,080▼ $436,988
Grants Payable$194,670$219,934▲ $25,264
Accounts Payable and Accrued Expenses$33,069$29,230▼ $3,839
Total Liabilities$3,013,807$2,598,244▼ $415,563
Net Assets / Fund Balance
Net Assets With Donor Restrictions$11,104,192$12,271,568▲ $1,167,376
Net Assets Without Donor Restrictions$2,327,738$2,482,426▲ $154,688
Total Net Assets Fund Balance$13,431,930$14,753,994▲ $1,322,064
Total Liabilities and Net Assets / Fund Balance$16,445,737$17,352,238▲ $906,501

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$120,241$179,332$299,573
Equipment$10,456$59,221$69,677
Land$421,948-$2,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$10,768,220$180,110▲ $1,557,747$348,148$11,955,335
2021$13,316,580$435,956▼ $2,148,727$584,416$10,768,220
2020$11,335,998$298,421▲ $2,351,700$462,039$13,316,580
2019$9,251,290$812,674▲ $1,272,034-$11,335,998
2018$8,879,782$66,599▲ $304,909-$9,251,290
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Courtney RetzlaffExecutive DiFT$64,164$23,883$88,047

Board Members and Trustees

NameTitle
Kristin Hermansen-ryanPresident
Brandon KonwinskiMember
Crissy BaderMember
Denise HebdaMember
Dj TalbottMember
Jayme HansMember
Kevin UrkoskiMember
Marvin FishlerMember
Morgan ClarkeMember
Trent WagnerMember
Tyson BennerMember
Whitney HakeMember
Mary SteinerSecretary
Leah BrownTreasurer
Larry BensonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$367,160
Program Service Revenue
$39,221
Investment Income
$1,440,532
Other Revenue
$109,550
All Other Contributions
$367,160
Change in Net Assets
$1,012,932

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,956,463
Revenue Not Reported on Form 990
$295,308
Total Revenue per Audited Statements
$2,251,771
Total Revenue per Form 990
$1,956,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$551,649
Other Expenses$233,581
Salaries, Compensation, and Employee Benefits$158,301
Total Fundraising Expense$13,697
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$418,999--$418,999
Grants to Domestic Individuals$132,650--$132,650
Other Salaries and Wages-$65,974-$65,974
Current Officers, Directors, Trustees, and Key Employees-$64,164-$64,164
Fees for Service Investment Mgmnt Fees-$28,730-$28,730
Other Employee Benefits-$19,894-$19,894
Depreciation Depletion-$18,879-$18,879
Advertising--$13,697$13,697
Occupancy-$10,639-$10,639
Insurance-$8,646-$8,646
Fees for Services Accounting-$8,453-$8,453
Payroll Taxes-$8,269-$8,269
Other Expenses$115,497$3,616-$3,616
Office Expenses-$1,901-$1,901
All Other Expenses-$1,892-$1,892
Conferences and Meetings-$1,818-$1,818
Travel-$218-$218
Total Functional Expenses$667,146$262,688$13,697$943,531

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$943,531
Total Expenses per Form 990$943,531
Total Expenses per Audited Statements$929,707
Expenses Not Reported on Form 990$-13,824
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Central City Public SchoolsCentral City, NEGovPerforming Arts Ctr$76,499
Palmer Community Foundation IncPalmer, NE501c3Child Care Expansion$70,000
Central City Public SchoolsCentral City, NEGovDome Construction$53,667
Village of ClarksClarks, NEGovWorkforce Housing$25,000
Silver Creek RescueSilver Creek, NEGovNew Ambulance$20,000
Merrick Medical Center FoundationCentral City, NE501c3New Hospital$15,000
American Legion Post 6Central City, NE501c19New Hvac Unit$10,000
Midland Area Agency on AgingHastings, NE501c3Senior Services$9,750
Platte Peer GroupChapman, NE501c3Operations$7,000
Lone Tree Literary SocietyCentral City, NE501c3Operations$6,680
Ne Christian SchoolCentral City, NE501c3Student Trip$6,000
Palmer Public SchoolPalmer, NEGovStudent Trip$5,600
Central Nebraska Community ActionLoup City, NE501c3Operations Support$5,450
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$37,638
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$37,638$37,638-$37,638
Total Events$37,638$37,638-$37,638
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$2,349,080
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Courtney Retzlaff
Title
Executive Director
Phone
3089463707
Signed
2024-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Hermansen-ryan
Formed
1960
Legal Domicile
Ne
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
15

Preparer

Firm
Amgl 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 14,906 invest fees netted against revenue -28,730 farm expenses netted against revenue -14,906 invest fees netted against revenue 28,730”

Financial Statement Notes

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

“Farm expenses netted against revenue 14,906 invest fees netted against revenue -28,730”

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

“Farm expenses netted against revenue 14,906 invest fees netted against revenue -28,730”

Raw XML AppendixShowing 400 of 677 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033069
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt029230
IRS990/AccountsReceivableGrp/BOYAmt025
IRS990/AccountsReceivableGrp/EOYAmt0310
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0IMPROVE THE QUALITY OF LIFE IN MERRICK COUNTY BY DIRECTING CHARITABLE FUNDS TO ACHIEVE MAXIMUM BENEFITS.
IRS990/AdvertisingGrp/FundraisingAmt013697
IRS990/AdvertisingGrp/TotalAmt013697
IRS990/AllOtherContributionsAmt0367160
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01892
IRS990/AllOtherExpensesGrp/TotalAmt01892
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0COURTNEY RETZLAFF
IRS990/BooksInCareOfDetail/PhoneNum03089463707
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01532 17TH AVENUE SUITE B
IRS990/BooksInCareOfDetail/USAddress/CityNm0CENTRAL CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990/BooksInCareOfDetail/USAddress/ZIPCd068826
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt064164
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt064164
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01818
IRS990/ConferencesMeetingsGrp/TotalAmt01818
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0367160
IRS990/CYGrantsAndSimilarPaidAmt0551649
IRS990/CYInvestmentIncomeAmt01440532
IRS990/CYOtherExpensesAmt0233581
IRS990/CYOtherRevenueAmt0109550
IRS990/CYProgramServiceRevenueAmt039221
IRS990/CYRevenuesLessExpensesAmt01012932
IRS990/CYSalariesCompEmpBnftPaidAmt0158301
IRS990/CYTotalExpensesAmt0943531
IRS990/CYTotalFundraisingExpenseAmt013697
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01956463
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt018879
IRS990/DepreciationDepletionGrp/TotalAmt018879
IRS990/Desc0INDIVIDUALS, GROUPS, AND COMMUNITIES IN MERRICK COUNTY, NEBRASKA, MAKE APPLICATIONS TO THE FOUNDATION FOR GRANTS, AWARDS, AND SCHOLARSHIPS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt011104192
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt012271568
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0667146
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08453
IRS990/FeesForServicesAccountingGrp/TotalAmt08453
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt028730
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt028730
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt023883
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0COURTNEY RETZLAFF
IRS990/Form990PartVIISectionAGrp/PersonNm1CRISSY BADER
IRS990/Form990PartVIISectionAGrp/PersonNm2TYSON BENNER
IRS990/Form990PartVIISectionAGrp/PersonNm3LARRY BENSON
IRS990/Form990PartVIISectionAGrp/PersonNm4LEAH BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm5MORGAN CLARKE
IRS990/Form990PartVIISectionAGrp/PersonNm6MARVIN FISHLER
IRS990/Form990PartVIISectionAGrp/PersonNm7WHITNEY HAKE
IRS990/Form990PartVIISectionAGrp/PersonNm8JAYME HANS
IRS990/Form990PartVIISectionAGrp/PersonNm9DENISE HEBDA
IRS990/Form990PartVIISectionAGrp/PersonNm10KRISTIN HERMANSEN-RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm11BRANDON KONWINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm12MARY STEINER
IRS990/Form990PartVIISectionAGrp/PersonNm13DJ TALBOTT
IRS990/Form990PartVIISectionAGrp/PersonNm14KEVIN URKOSKI
IRS990/Form990PartVIISectionAGrp/PersonNm15TRENT WAGNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt064164
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingGrossIncomeAmt037638
IRS990/GainOrLossGrp/OtherAmt0883532
IRS990/GainOrLossGrp/SecuritiesAmt0250973
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0551649
IRS990/GrantsPayableGrp/BOYAmt0194670
IRS990/GrantsPayableGrp/EOYAmt0219934
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0132650
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0132650
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0418999
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0418999
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01188321
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01068835
IRS990/GrossReceiptsAmt03079114
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08646
IRS990/InsuranceGrp/TotalAmt08646
IRS990/InvestmentIncomeGrp/ExclusionAmt0306027
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0306027
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015462399
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016638486
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0238553
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0873546
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0552645
IRS990/LandBldgEquipCostOrOtherBssAmt0791198
IRS990/LegalDomicileStateCd0NE
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0304789
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0817862
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0IMPROVE THE QUALITY OF LIFE IN MERRICK COUNTY BY DIRECTING CHARITABLE FUNDS TO ACHIEVE MAXIMUM BENEFITS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt013431930
IRS990/NetAssetsOrFundBalancesEOYAmt014753994
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011614
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01122891
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01134505
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt037638
IRS990/NetUnrlzdGainsLossesInvstAmt0309132
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02327738
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02482426
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt010639
IRS990/OccupancyGrp/TotalAmt010639
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01901
IRS990/OfficeExpensesGrp/TotalAmt01901
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05590
IRS990/OtherAssetsTotalGrp/EOYAmt010485
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019894
IRS990/OtherEmployeeBenefitsGrp/TotalAmt019894
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1SOFTWARE/TECH SUPPORT
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015916
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13679
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23616
IRS990/OtherExpensesGrp/ProgramServicesAmt0115497
IRS990/OtherExpensesGrp/TotalAmt0115497
IRS990/OtherExpensesGrp/TotalAmt115916
IRS990/OtherExpensesGrp/TotalAmt23679
IRS990/OtherExpensesGrp/TotalAmt33616
IRS990/OtherLiabilitiesGrp/BOYAmt02786068
IRS990/OtherLiabilitiesGrp/EOYAmt02349080
IRS990/OtherRevenueMiscGrp/Desc0FARM INCOME
IRS990/OtherRevenueMiscGrp/Desc1RENTAL INCOME
IRS990/OtherRevenueMiscGrp/Desc2OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt062331
IRS990/OtherRevenueMiscGrp/ExclusionAmt17940
IRS990/OtherRevenueMiscGrp/ExclusionAmt21641
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt062331
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17940
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21641
IRS990/OtherRevenueTotalAmt071912
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt065974
IRS990/OtherSalariesAndWagesGrp/TotalAmt065974
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08269
IRS990/PayrollTaxesGrp/TotalAmt08269
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03067
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03975
IRS990/PrincipalOfficerNm0KRISTIN HERMANSEN-RYAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt039221
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt039221
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0605195
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01115928
IRS990/PYInvestmentIncomeAmt0985425
IRS990/PYOtherExpensesAmt0152997
IRS990/PYOtherRevenueAmt0159898
IRS990/PYProgramServiceRevenueAmt044568
IRS990/PYRevenuesLessExpensesAmt0349380
IRS990/PYSalariesCompEmpBnftPaidAmt0176781
IRS990/PYTotalExpensesAmt01445706
IRS990/PYTotalRevenueAmt01795086
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01012932
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt039221
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0101110
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0146337
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 370,679
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0367160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0605195
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0742078
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0554923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0310412
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02579768
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0306027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0241736
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0256452
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0244788
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0252425
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01301428
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0388434
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt071912
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt095535
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0100226
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt099641
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt075277
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0442591
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59660
IRS990ScheduleA/PublicSupportPY170Pct00.60970
IRS990ScheduleA/PublicSupportTotal170Amt02579768
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0367160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0605195
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0742078
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0554923
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0310412
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02579768
IRS990ScheduleA/TotalSupportAmt04323787
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0202594
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010768220
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0180110
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt011955335
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01557747
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0348148
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0251173
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt013316580
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0435956
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010768220
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2148727
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0584416
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0207500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt011335998
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0298421
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt013316580
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02351700
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0462039

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,352,238
Liabilities
$2,598,244
Net assets
$14,753,994
Revenue
$1,956,463
Expenses
$943,531
Net income
$1,012,932
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $10M-$25M nonprofits