Esther and Harold Mertz Foundation

Sioux Falls, South Dakota

BHealth Score
60B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org197.88×
Peer Median18.82×
💰
$5.4M
Total Revenue
📊
$3.4M
Total Expenses
🏦
$681.8M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-36.0%
Year-over-year change (2022 → 2023)
Net Margin
+36.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
197.88
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$5,427,44636%$3,445,24118%$681,753,842
2022$8,480,86561%$2,912,25583%$679,701,2181%
2021$21,835,940453%$17,513,71374%$674,132,6082%
2020$3,946,69948%$66,099,35599%$662,682,1394%
2019$7,586,486196952%$33,289,355261609%$688,975,59119245%
2015$3,850112%$12,72094%$3,561,427
2015$1,820100%$228,2807826%$3,570,2976%
2014$1,947,404369426%$2,88028%$3,796,757105%
2013$52778%$4,00095%$1,852,233
2012$2,346101%$78,40070%$1,855,7064%
2011-$157,122$260,512$1,931,760

Frequently Asked Questions

What does Esther and Harold Mertz Foundation do?

Esther and Harold Mertz Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in South Dakota. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Esther and Harold Mertz Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Esther and Harold Mertz Foundation has a score of 60/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Esther and Harold Mertz Foundation generate?

Revenue data for Esther and Harold Mertz Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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