Merrick House FY2021 filing

Tax-deductible

Cleveland, OH501(c)(3)Human ServicesEIN 34-0714463Revenue $1.5M in FY2021

On file with the IRSmerrickhouse.org1050 Starkweather Ave, 44113-4415 · Cleveland, OHTax-exempt since Nov 1984Publicly supported charity — 170(b)(1)(A)(vi)

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Provision of social services to underprivileged individuals through early childhood education and child care, parent education through momsfirst, youth development, and adult education. Merrick House is one of cleveland's original settlement houses serving the brooklyn centre, clark-fulton, stockyards, and tremont neighborhoods by providing programs, community building and advocacy to empower individuals, families, and neighborhoods.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$102K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $56K a year · 4% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$102K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $112K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$90K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
-6% vs prior year
Spent
$1.5M
To programs
89%
Net assets
$1.7M
By yearFY2020–FY2024
Revenue
$1.5M
FY2021▼ -6%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.6M
FY2021$1.5M
FY2022$1.6M
FY2023$1.5M
FY2024$1.5M
Expenses
$1.5M
FY2021▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.6M
FY2023$1.7M
FY2024$1.7M
Net assets
$1.7M
FY2021▲ +0.8%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.7M
FY2021$1.7M
FY2022$1.5M
FY2023$1.3M
FY2024$1.1M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $1.3M Management & general 8% · $112K Fundraising 3% · $46K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $102K paid to officers and key staff.

Part VII, Section A · reportable compensation
Finance Director
$53,102Pt VII · Sec A
Executive Director
$49,274Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Board President
$0Pt VII · Sec A
$0Pt VII · Sec A

Harriet Hadley’s $91K as Executive Director is at the 27th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Harriet Hadley$91,382$88,601$84,062$49,274—
Michelle Curry————$86,596
Gina Muffet——$44,327$53,102$51,517

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Merrick House executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides education and social services for children, youth, and adults in Cleveland neighborhoods.

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Provided by the organization

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3 programs · $1.3M · in their own filed words · FY2021
01

Early Childhood Education

Provide child care for children 6 weeks to age 5. Step up to quality five star center as well as universal pre-kindergarten site and PRE4CLE early adopter.

$598Kprogram expense
02

Parent Education

Provide services primarily through momsfirst program that serves at-risk expectant mothers thru home visits, parent trainings, parent socials events and assessments of children from birth to 18 months.

$474Kprogram expense
03

Youth Development

Provide social and emotional support to children through age 18 via educational enrichment, youth leadership council, summer youth employment, fitness, nutrition, athletic, social and other programming.

$194Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 8 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Gifts and grantsLn 1h$1.0M
Fees for servicesLn 2g$347K
Investment incomeLn 3$157K
Money outPt IX
$1.5M
Ln 25
Programscol B$1.3M
Managementcol C$112K
Fundraisingcol D$46K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$243K
Total assetsLn 16$1.8M
LiabilitiesLn 26$90K
PeoplePt VI, VII
13
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Government grantsLn 1e$763K
Fees for servicesLn 2g$347K
Investment incomeLn 3$157K
Other incomeLn 4–11$698
Gains on assetsLn 7$118K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
SavingsLn 2$243K
Cash and savings togetherLn 1–2$243K
InvestmentsLn 11–13$1.2M
Land, buildings, equipmentLn 10c$158K
Total assetsLn 16$1.8M
LiabilitiesLn 26$90K
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 545
VolunteersI 650
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$323K$243K
InvestmentsLn 11–13$1.1M$1.2M
Land, buildings, equipmentLn 10c$203K$158K
Total assetsLn 16$1.8M$1.8M
LiabilitiesLn 26$84K$90K
Net assetsLn 32$1.7M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$106K$103K$3K
Other salaries and wagesLn 7$701K$682K$19K
Pension plan contributionsLn 8$10K$9K$831
Other employee benefitsLn 9$35K$32K$3K
Payroll taxesLn 10$59K$52K$7K
Investment management feesLn 11f$11K$7K$4K
Other fees for servicesLn 11g$147K$66K$35K$46K
Advertising and promotionLn 12$86K$79K$7K
Office expensesLn 13$94K$90K$3K
Information technologyLn 14$21K$20K$1K
OccupancyLn 16$80K$73K$7K
TravelLn 17$8K$8K$20
Depreciation, depletion and amortizationLn 22$49K$32K$17K
Other expenses (24a–d)Ln 24$90K$84K$5K
Total functional expensesLn 25$1.5M$1.3M$112K$46K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.5M$1.7M−$181K$1.1M 990 PDF
FY2023 $1.5M$1.7M−$245K$1.3M 990 PDF
FY2022 $1.6M$1.6M−$32K$1.5M 990 PDF
FY2021 Viewing $1.5M$1.5M$16K$1.7M 990 PDF
FY2020 $1.6M$1.4M$163K$1.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $1,511,734 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,246,877$1,007,258
I-9 Program service revenuePrior year $297,697$346,785
I-10 Investment incomePrior year $29,851$156,993
I-11 Other revenuePrior year $27,590$698
I-12 Total revenuePrior year $1,602,015$1,511,734
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $929,948$911,368
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $509,035$584,413
I-18 Total expensesPrior year $1,438,983$1,495,781
I-19 Revenue less expensesPrior year $163,032$15,953
Part VI · Governance 9 of 9 board members independent, 3 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,511,734 across 9 lines filed
VIII-1a Federated campaigns$63,633
VIII-1e Government grants$762,616
VIII-1f All other contributions, gifts and grants$181,009
VIII-1h Total contributions, gifts and grants$1,007,258
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $346,785$346,785
VIII-3 Investment incomeExcluded from tax $38,892$38,892
VIII-7 Net gain or loss on sales of assetsExcluded from tax $118,101$118,101
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $698$698
VIII-12 Total revenueRelated to mission $346,785 · Unrelated business $0 · Excluded from tax $157,691$1,511,734
Part IX · Statement of functional expenses $1,495,781 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $103,223 · Management $2,926$106,149
IX-7 Other salaries and wagesPrograms $682,094 · Management $19,333$701,427
IX-8 Pension plan contributionsPrograms $9,286 · Management $831$10,117
IX-9 Other employee benefitsPrograms $32,004 · Management $2,863$34,867
IX-10 Payroll taxesPrograms $52,271 · Management $6,537$58,808
IX-11f Investment management feesPrograms $6,863 · Management $3,695$10,558
IX-11g Other fees for servicesPrograms $65,746 · Management $35,050 · Fundraising $45,810$146,606
IX-12 Advertising and promotionPrograms $79,282 · Management $6,890$86,172
IX-13 Office expensesPrograms $90,207 · Management $3,351$93,558
IX-14 Information technologyPrograms $20,021 · Management $1,289$21,310
IX-16 OccupancyPrograms $73,183 · Management $6,863$80,046
IX-17 TravelPrograms $7,736 · Management $20$7,756
IX-22 Depreciation, depletion and amortizationPrograms $31,739 · Management $17,090$48,829
IX-24 Other expenses (24a–d)Programs $84,126 · Management $5,452$89,578
IX-25 Total functional expensesPrograms $1,337,781 · Management $112,190 · Fundraising $45,810$1,495,781
Part X · Balance sheet $1,808,700 assets, 14 lines filed
X-2 Savings and temporary cash investmentsStart of year $323,228$243,221
X-4 Accounts receivableStart of year $108,234$176,592
X-9 Prepaid expenses and deferred chargesStart of year $8,953$14,206
X-10c Land, buildings and equipment, netStart of year $203,168$158,379
X-11 Publicly traded securitiesStart of year $1,085,855$1,153,960
X-12 Other securitiesStart of year $58,613$62,342
X-16 Total assetsStart of year $1,788,051$1,808,700
X-17 Accounts payable and accrued expensesStart of year $45,826$67,227
X-19 Deferred revenueStart of year $38,216$23,051
X-26 Total liabilitiesStart of year $84,042$90,278
X-27 Net assets without donor restrictionsStart of year $1,209,522$1,182,639
X-28 Net assets with donor restrictionsStart of year $494,487$535,783
X-32 Total net assets or fund balancesStart of year $1,704,009$1,718,422
X-33 Total liabilities and net assetsStart of year $1,788,051$1,808,700
Part XI · Reconciliation of net assets $1,718,422 net assets at year end
XI-1 Total revenue$1,511,734
XI-2 Total expenses$1,495,781
XI-3 Revenue less expenses$15,953
XI-4 Net assets at start of year$1,704,009
XI-5 Net unrealized gains (losses) on investments−$1,540
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,718,422

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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