Wisconsin · Nonprofit
MERITER FOUNDATION INC
MERITER FOUNDATION INC (Wisconsin) receives grants from 34 organizations whose IRS filings report $1,741,245 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($366,834). 18 of them have funded it in more than one year.
- Revenue FY2024
- $6.6M
- Funders on record
- 34
- Grants received
- $1.7M
- Net assets
- $27M
What Meriter Foundation Inc does
Mission
Meriter foundation exists to raise and manage gifts in support of the programs and services that advance the mission of meriter hospital, inc.
As stated on its FY2024 Form 990.
Program
Meriter foundation, inc. Is a not-for-profit 501 (c)(3) charitable organization that raises, invests, grants and stewards gifts on behalf of meriter hospital, inc. Thousands of individuals and organizations have offered charitable giving support that has helped advance meriter's commitment to the healthcare needs of our community. Such gifts have a positive and powerful impact that spans generations and extends beyond the doors of meriter hospital, inc. Into the heart of dane county and beyond. Philanthropy provides a margin of excellence that allows meriter to accomplish projects and implement programs that might not otherwise be possible. In addition to raising money for programs and capital projects, the foundation grants funds from existing assets to select research and health education initiatives.
$430,497 spentof which $330,176 as grants$865,157 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $430,497.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $25M to $29M (+19%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2019 1% · 2020 2% · 2021 4% · 2022 3% · 2023 8% · 2024 13%. Grants only. Government contracts and fees sit inside program revenue.
55% of MERITER FOUNDATION INC’s revenue is contributions — about as donation-reliant as the typical peer (82% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
James Arnett
Board member & market president/CEO
Board chair
Mary Cullen
Board chair
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 5 funders to 15 funders, grant income rose $58k → $278k.
7 of 34 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 44% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $406k from 2 payers (the payer shares this organization's board, largest Meriter Hospital Inc). These are real filings, and they are not money MERITER FOUNDATION INC raised.
From the IRS filings of MERITER FOUNDATION INC’s funders (the co-funder graph). Top 30 of 34 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
MERITER FOUNDATION INC has a broad base — no single funder exceeds 21% of grant income, and it takes 4 funders to reach half.
the vertical line marks half of all grant income — 4 funders to its left
49% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund MERITER FOUNDATION INC.
Largest funder’s share by year: 2017 62% · 2018 51% · 2019 33% · 2020 37% · 2021 27% · 2022 21% · 2023 18% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
45% of MERITER FOUNDATION INC's funders are still giving 3 years after their first grant; 53% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
64% of MERITER FOUNDATION INC's grant income comes from Wisconsin funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $761k arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
MERITER FOUNDATION INC runs a healthier operating margin than three-quarters of the 2,910 philanthropy nonprofits its size.
this organization peer median middle 50% of peers· 2,910 philanthropy nonprofits $1M–$10M, FY2024
Organizations like MERITER FOUNDATION INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Wisconsin
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
20% of spending goes to programs.
Governance
Public support
46%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 80 related entities
- Abbe Center for Community Mental Health Inc · exempt
- Abbehealth Inc · exempt
- Aging Services Inc · exempt
- Allen College · exempt
- Allen Health Systems Inc · exempt
Screen this organization
A dated, signed PDF of the compliance screen for MERITER FOUNDATION INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds MERITER FOUNDATION INC?
- MERITER FOUNDATION INC (Wisconsin) receives grants from 34 organizations whose IRS filings report $1,741,245 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($366,834). 18 of them have funded it in more than one year.
- How many funders does MERITER FOUNDATION INC have?
- IRS filings report 34 organizations giving $1,741,245 in grants to MERITER FOUNDATION INC, 18 of which have funded it in more than one year.
- Who is the largest funder of MERITER FOUNDATION INC?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $366,834 in grants. The full list of funders is on this page.
- How can an organization like MERITER FOUNDATION INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Wisconsin. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 34 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing