2026-05-07T11:52:23-05:00 2025-06-30 930792674 ANTHEM STRATEGISTS PC 285 LIBERTY ST NE SUITE 300 SALEM OR 97301 990 2024-07-01 412247717 MICROENTERPRISE RESOURCES INITIATIVE & TRAINING (MERIT) MICR 5035847314 2911 SADDLE CLUB CT SE 1008 SALEM OR 97317 CARLOS GARCIA EXECUTIVE DIRECTOR 5035847314 2026-05-07 1 1 MARIA RIVAS CPA P01565013 5033629152 2024 2025-03-06 01:10:19Z PROSPERIDAD OREGON CARLOS GARCIA 2911 SADDLE CLUB CT SE SALEM OR 97317 352295 0 X WWW.MERITPNW.ORG X 2007 OR HELP PEOPLE START, LAUNCH AND GROW SUCCESSFUL SMALL BUSINESSES THROUGH TRAINING AND SUPPORT. 10 10 5 4 0 0 332863 347828 9420 4467 0 0 0 0 342283 352295 0 0 0 0 90297 217234 0 0 5745 68075 123928 158372 341162 183911 11133 220740 222278 10176 20581 210564 201697 SEE SCHEDULE O 0 0 96906 4467 MICROENTERPRISE RESOURCES, INITIATIVES & TRAINING (MERIT DBA PROSPERIDAD OREGON)- MERIT'S MISSION IS TO HELP PEOPLE EXPLORE, LAUNCH, AND GROW SUCCESSFUL SMALL BUSINESSES THROUGH TRAINING, SUPPORT, FINANCIAL EDUCATION, ACCESS TO CAPITAL, AND MORE. IN THE PAST YEAR, MERIT SERVED AROUND 184 PARTICIPANTS THROUGH BUSINESS DEVELOPMENT TRAINING, FINANCIAL EDUCATION, SPECIALIZED BUSINESS WORKSHOPS, AND ACCESS TO CAPITAL. 72678 ACCESS TO CAPITAL PROGRAM- MERIT PROVIDED INDIVIDUAL DEVELOPMENT ACCOUNTS (IDAS) FOR SMALL BUSINESS AND RETIREMENT SAVINGS. THE PROGRAM SUCCESSFULLY GRADUATED FOUR PARTICIPANTS AND ENROLLED THIRTEEN ADDITIONAL ACCOUNTS TO SUPPORT SMALL BUSINESS AND RETIREMENT GOALS. 72678 MICROENTERPRISE RESOURCES, INITIATIVES & TRAINING - MERIT OFFERED MORE THAN 450 HOURS OF GROUP TRAINING AND INDIVIDUALIZED COACHING TO ASPIRING AND EXISTING SMALL BUSINESS OWNERS SEEKING TO START OR EXPAND THEIR BUSINESSES. - 12 WORKSHOPS TOTAL OF 32 CLASSES EACH BEING ABOUT 2.5 HOURS AVERAGE - 184 OF CLIENTS SERVED - AVERAGE OF 467.36 HOURS IN CLASSES OR IN COACHING INCLUDING ALL PARTICIPANTS - 13 NEW IDA'S 242262 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OR X CARLOS GARCIA 5035847314 2911 SADDLE CLUB CT SE 1008 SALEM OR 97317 CLAUDIA MACIEL EXECUTIVE DIRECTOR 40.00 X X 84605 0 0 JAIME ARREDONDO PRESIDENT 4.00 X X 0 0 0 MARIA CABALLERO VICE PRESIDENT 3.00 X X 0 0 0 MARIA ELENA GUERRA TREASURER 3.00 X X 0 0 0 MARISSA ZARATE SECRETARY 3.00 X X 0 0 0 JENNY POOL RADWAY BOARD MEMBER 1.00 X 0 0 0 SARA CURIEL-PEREZ BOARD MEMBER 1.00 X 0 0 0 NANCY RAMIREZ ARRIAGA BOARD MEMBER 1.00 X 0 0 0 ALDO MEDINA BOARD MEMBER 1.00 X 0 0 0 JUAN CARLOS GONZALES BOARD MEMBER 1.00 X 0 0 0 EDDY MORALES BOARD MEMBER 1.00 X 0 0 0 84605 0 0 0 0 0 0 0 5110 342718 347828 PROGRAM FEES 900099 4467 4467 4467 352295 4467 0 0 X 102319 74693 27626 94566 75653 14185 4728 20349 15262 4070 1017 3186 3186 17940 17940 53784 46577 7207 160 160 9311 7450 1861 432 432 15049 12039 3010 1255 1255 DUES AND SUBSCRIPTIONS 11739 8217 3522 EDUCATION AND TRAINING 6986 1397 5589 BOARD DEVELOPMENT 1528 1528 MEALS 1472 368 1104 1086 606 480 341162 242262 93155 5745 184240 156345 11609 36500 54324 220740 222278 5176 581 5000 0 0 20000 10176 20581 X 160564 171697 50000 30000 210564 201697 220740 222278 11133 -20000 0 X 0 0 0 X 337001 158688 270261 332863 347828 1446641 337001 158688 270261 332863 347828 1446641 411300 1035341 9420 4467 13887 1460528 0.70890 0.78810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: PROGRAM FEE INCOME - 2023 AMOUNT: $ 9,420. 2024 AMOUNT: $ 4,467. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OTHER RECEIVABLE 54324 54324 USDA RMAP LOAN 20000 20000 VICTOR VASQUEZ FORMER EXECUTIVE DIRECTOR OPERATION CASH NEEDS X 5000 0 0 1 1 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: MICROENTERPRISE RESOURCES INITIATIVES AND TRAINING (MERIT) SERVES OREGON'S EMERGING AND DIVERSE BUSINESS COMMUNITY-ESPECIALLY IN MARION, POLK, AND YAMHILL COUNTIES-BY PROVIDING ACCESS TO CAPITAL, EXPERT ENTREPRENEURIAL AND FINANCIAL MANAGEMENT TRAINING, AND SMALL BUSINESS TECHNICAL ASSISTANCE. THROUGH FAMILY-ORIENTED FINANCIAL EDUCATION, STRENGTHENED ENTREPRENEURIAL SKILLS, AND SUPPORT FOR SELF-ADVOCACY, MERIT FOSTERS INCLUSIVENESS AND BUILDS AN ENVIRONMENT OF EQUITABLE PROSPERITY AND GENERATIONAL WEALTH. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 CIRCULATED ELECTRONICALLY AND IN ACCORDANCE WITH BY-LAWS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 46,577. MANAGEMENT AND GENERAL EXPENSES 5,174. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,751. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,033. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,033. FORM 990, PART IX, LINE 24E UTILITIES: PROGRAM SERVICE EXPENSES 396. MANAGEMENT AND GENERAL EXPENSES 170. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 566. RENT: PROGRAM SERVICE EXPENSES 210. MANAGEMENT AND GENERAL EXPENSES 90. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 300. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 220. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 220.