Merrick House FY2023 filing

Tax-deductible

Cleveland, OH501(c)(3)Human ServicesEIN 34-0714463

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.
76¢ of each $1 spent went to programs.
$89K 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

FY2023 · 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
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$89K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 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
$104K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 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
-7% vs prior year
Spent
$1.7M
To programs
76%
Net assets
$1.3M
By yearFY2020–FY2024
Revenue
$1.5M
FY2023▼ -7%
Revenue by fiscal year
FY2020$1.6M
FY2021$1.5M
FY2022$1.6M
FY2023$1.5M
FY2024$1.5M
Expenses
$1.7M
FY2023▲ +6%
Expenses by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.6M
FY2023$1.7M
FY2024$1.7M
Net assets
$1.3M
FY2023▼ -11%
Net assets by fiscal year
FY2020$1.7M
FY2021$1.7M
FY2022$1.5M
FY2023$1.3M
FY2024$1.1M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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

76 cents of each dollar spent went to programs.

Program services 76% · $1.3M Management & general 22% · $370K Fundraising 2% · $42K

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

Who runs it and what they're paid

7 people listed on the 990; $89K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$88,601Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$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.

Provided by the organization

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3 program services account for $1.3M of program spending, described in the organization's own filed words · FY2023.
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.

$657Kprogram 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.

$449Kprogram 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.

$197Kprogram expense

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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 FY2023 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Gifts and grantsLn 1h$1.2M
Fees for servicesLn 2g$238K
Investment incomeLn 3$35K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.3M
Managementcol C$370K
Fundraisingcol D$42K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$169K
Total assetsLn 16$1.4M
LiabilitiesLn 26$104K
PeoplePt VI, VII
7
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.2M
Government grantsLn 1e$929K
Fees for servicesLn 2g$238K
Investment incomeLn 3$35K
Other incomeLn 4–11$7K
Gains on assetsLn 7−$238
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
SavingsLn 2$169K
Cash and savings togetherLn 1–2$169K
InvestmentsLn 11–13$1.1M
Land, buildings, equipmentLn 10c$108K
Total assetsLn 16$1.4M
LiabilitiesLn 26$104K
Net assetsLn 32$1.3M
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 FY23End FY23
Cash and savingsLn 1–2$197K$169K
InvestmentsLn 11–13$1.1M$1.1M
Land, buildings, equipmentLn 10c$152K$108K
Total assetsLn 16$1.6M$1.4M
LiabilitiesLn 26$102K$104K
Net assetsLn 32$1.5M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$89K$81K$5K$3K
Other salaries and wagesLn 7$778K$708K$48K$22K
Other employee benefitsLn 9$38K$30K$8K
Payroll taxesLn 10$63K$48K$15K
Accounting feesLn 11c$59K$8K$51K
Other fees for servicesLn 11g$180K$80K$97K$3K
Advertising and promotionLn 12$55K$47K$7K$980
Office expensesLn 13$106K$91K$12K$3K
Information technologyLn 14$39K$27K$12K
OccupancyLn 16$91K$82K$8K$550
TravelLn 17$27K$27K
InterestLn 20$151$151
Depreciation, depletion and amortizationLn 22$44K$44K
InsuranceLn 23$33K$19K$14K$283
Other expenses (24a–d)Ln 24$114K$54K$50K$10K
Total functional expensesLn 25$1.7M$1.3M$370K$42K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.5M$1.7M−$181K$1.1M 990 PDF
FY2023 Viewing $1.5M$1.7M−$245K$1.3M 990 PDF
FY2022 $1.6M$1.6M−$32K$1.5M 990 PDF
FY2021 $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 FY2023 990 (4 parts)
Part VIII · Statement of revenue $1,470,772 across 8 lines filed
VIII-1e Government grants$929,022
VIII-1f All other contributions, gifts and grants$262,557
VIII-1h Total contributions, gifts and grants$1,191,579
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $237,814$237,814
VIII-3 Investment incomeExcluded from tax $34,764$34,764
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$238−$238
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $6,853$6,853
VIII-12 Total revenueRelated to mission $237,814 · Unrelated business $0 · Excluded from tax $41,379$1,470,772
Part IX · Statement of functional expenses $1,715,931 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $80,628 · Management $5,426 · Fundraising $2,547$88,601
IX-7 Other salaries and wagesPrograms $708,355 · Management $47,672 · Fundraising $22,370$778,397
IX-9 Other employee benefitsPrograms $30,123 · Management $7,633$37,756
IX-10 Payroll taxesPrograms $48,277 · Management $15,036$63,313
IX-11c Accounting feesPrograms $8,386 · Management $50,978$59,364
IX-11g Other fees for servicesPrograms $80,067 · Management $96,695 · Fundraising $3,054$179,816
IX-12 Advertising and promotionPrograms $46,597 · Management $7,145 · Fundraising $980$54,722
IX-13 Office expensesPrograms $91,434 · Management $11,773 · Fundraising $2,564$105,771
IX-14 Information technologyPrograms $27,377 · Management $11,647$39,024
IX-16 OccupancyPrograms $82,005 · Management $8,286 · Fundraising $550$90,841
IX-17 TravelPrograms $26,800$26,800
IX-20 InterestManagement $151$151
IX-22 Depreciation, depletion and amortizationManagement $43,980$43,980
IX-23 InsurancePrograms $19,031 · Management $13,662 · Fundraising $283$32,976
IX-24 Other expenses (24a–d)Programs $54,434 · Management $50,216 · Fundraising $9,769$114,419
IX-25 Total functional expensesPrograms $1,303,514 · Management $370,300 · Fundraising $42,117$1,715,931
Part X · Balance sheet $1,445,136 assets, 14 lines filed
X-2 Savings and temporary cash investmentsStart of year $196,592$169,320
X-4 Accounts receivableStart of year $193,900$93,891
X-9 Prepaid expenses and deferred chargesStart of year $13,105$14,329
X-10c Land, buildings and equipment, netStart of year $151,877$108,206
X-11 Publicly traded securitiesStart of year $1,003,792$1,007,427
X-12 Other securitiesStart of year $54,921$51,963
X-16 Total assetsStart of year $1,614,187$1,445,136
X-17 Accounts payable and accrued expensesStart of year $64,957$54,795
X-19 Deferred revenueStart of year $37,268$48,729
X-26 Total liabilitiesStart of year $102,225$103,524
X-27 Net assets without donor restrictionsStart of year $777,896$865,090
X-28 Net assets with donor restrictionsStart of year $734,066$476,522
X-32 Total net assets or fund balancesStart of year $1,511,962$1,341,612
X-33 Total liabilities and net assetsStart of year $1,614,187$1,445,136
Part XI · Reconciliation of net assets $1,341,612 net assets at year end
XI-1 Total revenue$1,470,772
XI-2 Total expenses$1,715,931
XI-3 Revenue less expenses−$245,159
XI-4 Net assets at start of year$1,511,962
XI-5 Net unrealized gains (losses) on investments$85,967
XI-8 Prior period adjustments−$11,158
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,341,612

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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