Civic Intelligence

The Merrick Foundation

EIN 73-6111622 • Oklahoma City, OK

1024 E Britton Rd 200Oklahoma City, OK 73131
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

65th percentile

15%

Higher net margin than 65% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$2,000

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

$10M-$25M nonprofits • Source year 2022

Asset Growth

49th percentile

3.8%

Faster asset growth than 49% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-27%

Faster revenue growth than 11% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,275,861

Up $453,434 (+3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$12,275,861

Up $453,434 (+3.8%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin65th percentile

Revenue

Down

$724,351

Down $272,766 (-27%) from 2023

Expenses

Up

$613,106

Up $44,979 (+7.9%) from 2023

Net Income

Down

$111,245

Down $317,745 (-74%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $9,700,239Liabilities 2011: $0Net Assets 2011: $9,700,2392011Assets 2012: $10,208,683Liabilities 2012: $0Net Assets 2012: $10,208,6832012Assets 2013: $10,367,269Liabilities 2013: $0Net Assets 2013: $10,367,2692013Assets 2014: $10,349,747Liabilities 2014: $0Net Assets 2014: $10,349,7472014Assets 2015: $9,648,847Liabilities 2015: $0Net Assets 2015: $9,648,8472015Assets 2016: $9,960,247Liabilities 2016: $0Net Assets 2016: $9,960,2472016Assets 2017: $10,696,177Liabilities 2017: $0Net Assets 2017: $10,696,1772017Assets 2018: $9,608,472Liabilities 2018: $0Net Assets 2018: $9,608,4722018Assets 2019: $10,837,244Liabilities 2019: $0Net Assets 2019: $10,837,2442019Assets 2020: $11,532,134Liabilities 2020: $0Net Assets 2020: $11,532,1342020Assets 2021: $12,615,261Liabilities 2021: $0Net Assets 2021: $12,615,2612021Assets 2022: $10,953,660Liabilities 2022: $0Net Assets 2022: $10,953,6602022Assets 2023: $11,822,427Liabilities 2023: $0Net Assets 2023: $11,822,4272023Assets 2024: $12,275,861Liabilities 2024: $0Net Assets 2024: $12,275,8612024

Highlighted filing

2024

Assets$12,275,861
Liabilities$0
Net Assets$12,275,861
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $639,6532011Expenses 2012: $579,5492012Revenue 2013: $485,429Expenses 2013: $526,716Net Income 2013: -$41,2872013Revenue 2014: $359,186Expenses 2014: $578,441Net Income 2014: -$219,2552014Revenue 2015: $434,765Expenses 2015: $568,987Net Income 2015: -$134,2222015Revenue 2016: $122,839Expenses 2016: $554,967Net Income 2016: -$432,1282016Revenue 2017: $384,964Expenses 2017: $542,442Net Income 2017: -$157,4782017Revenue 2018: $327,798Expenses 2018: $536,354Net Income 2018: -$208,5562018Revenue 2019: $522,380Expenses 2019: $558,358Net Income 2019: -$35,9782019Revenue 2020: $639,728Expenses 2020: $543,565Net Income 2020: $96,1632020Revenue 2021: $1,411,240Expenses 2021: $591,651Net Income 2021: $819,5892021Revenue 2022: $487,750Expenses 2022: $666,708Net Income 2022: -$178,9582022Revenue 2023: $997,117Expenses 2023: $568,127Net Income 2023: $428,9902023Revenue 2024: $724,351Expenses 2024: $613,106Net Income 2024: $111,2452024

Highlighted filing

2024

Revenue$724,351
Expenses$613,106
Net Income$111,245
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,275,861
Liabilities
$0
Net assets
$12,275,861
Revenue
$724,351
Expenses
$613,106
Net income
$111,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.72$0.61$0.11
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$1.00$0.57$0.43
2022Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.49$0.67$0.18
2021Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.41$0.59$0.82
2020Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.64$0.54$0.10
2019Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.52$0.56$0.04
2018Detailed filing. Detailed filing data is available for this year.$9.61$0.00$9.61$0.33$0.54$0.21
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.38$0.54$0.16
2016Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$0.12$0.55$0.43
2015Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$0.43$0.57$0.13
2014Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.36$0.58$0.22
2013Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.49$0.53$0.04
2012Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.58
2011Detailed filing. Detailed filing data is available for this year.$9.70$0.00$9.70$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD S BUCHANANTrustee-$2,000-$2,000
VALDA M BUCHANANSecretary-$2,000-$2,000
ASHER COETrustee-$2,000-$2,000
CHARLES R COE JRTrustee-$2,000-$2,000
CLAY COETrustee-$2,000-$2,000
MERRICK FITZGERALDVice President-$2,000-$2,000
ROSS M COETrustee-$2,000-$2,000
RYAN COETrustee-$2,000-$2,000
WARD I COETrustee-$2,000-$2,000
GWEN GAINESTrustee-$2,000-$2,000
MERRICK MCSWIGGANTrustee-$2,000-$2,000
ROBERT MERRICKTreasurer-$2,000-$2,000
JONATHAN MERRICKPresident-$2,000-$2,000
WARD S MERRICK IIITrustee-$2,000-$2,000
JEFF MOENTrustee-$2,000-$2,000
JESSIE NANCETrustee-$2,000-$2,000
MIKE CAWLEYTrustee-$2,000-$2,000
WILL MERRICKTrustee-$2,000-$2,000
FRANK W MERRICKVice President-$1,000-$1,000
KATE MERRICK-SMITHTrustee-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
The Merrick Foundation
EIN
73-6111622
Phone
4057555571
Address
1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131

Signing Officer

Name
Ross M Coe
Title
Trustee
Signed
2025-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Cole & Company CPAs PC
Address
2925 NW 156th St, Edmond, OK 73013
Preparer
R Brett Cole
Phone
4054184444
Raw XML AppendixShowing 400 of 776 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MERRICK FITZGERALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ROSS M COE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7RYAN COE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8WARD I COE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9GWEN GAINES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10MERRICK MCSWIGGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11FRANK W MERRICK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13JONATHAN MERRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14WARD S MERRICK III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm15JEFF MOEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm16JESSIE NANCE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm18WILL MERRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm19KATE MERRICK-SMITH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Vice President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Trustee
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