Marion Military Institute Foundation (EIN 260546821) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

Edward A O'Neal Jr

Phone

3346832398

Tax Period

2024-10-01 to 2025-09-30

Marion Military Institute Foundation, founded in 2010, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2017. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $2.2M exceeded revenue, resulting in a 40% operating deficit.

Mission

The organization provides support for Marion Military Institute.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $495,517

Program Service Revenue $0

Investment Income $380,665

Other Revenue $167,347

TOTAL REVENUE $1,043,529

Expense Breakdown

Grants Paid $3,085,578

Salaries & Benefits $90,000

Fundraising Expenses $59,058

Program Expenses $3,289,615

Other Expenses $197,269

TOTAL EXPENSES $3,372,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,043,529	$2,497,409	-0.6%
Expenses	$3,372,847	$4,677,679	-0.3%
Net Income	$-2,329,318	$-2,180,270	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donald Bennett	Board member	1.00	Director	$0	$0	$0
BG Vandiver H Carter USAR Ret	Board member	1.00	Director	$0	$0	$0
James Davidson	Board member	1.00	Director	$0	$0	$0
Robert B Geddie Jr	Board member	1.00	Director	$0	$0	$0
Samuel P Givhan	Board member	1.00	Director	$0	$0	$0
Logan Gray	Board member	1.00	Director	$0	$0	$0
MG W Shane Lee MD USAR	Board member	1.00	Director	$0	$0	$0
Eugene McCollum	Board member	1.00	Director	$0	$0	$0
COL Angelo Tony Riddick USA	Board member	1.00	Director	$0	$0	$0
Leslie Sanders	Board member	1.00	Director	$0	$0	$0
Jerry F Smith	Board member	1.00	Director	$0	$0	$0
John G Zierdt Jr	Board member	1.00	Director	$0	$0	$0
Norman D Pittman III	Treasurer	1.00	Officer Director	$0	$0	$0
James Rane	Secretary	1.00	Officer Director	$0	$0	$0
WF Noopie Cosby Jr	Vice Chairman	1.00	Officer Director	$0	$0	$0
Edward A O'Neal Jr	Chairman	2.00	Officer Director	$0	$0	$0
Suzanne Mckee	Executive Director	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,043,529	$3,372,847	$48,944,573	$-2,329,318
2024	$2,497,409	$4,677,679	$47,042,644	$-2,180,270
2023	$1,133,611	$2,098,751	$41,012,769	$-965,140
2022	$31,604,927	$1,855,778	$38,009,022	$29,749,149
2021	$5,768,857	$1,312,768	$14,391,027	$4,456,089
2020	$892,731	$1,447,266	$8,748,515	$-554,535
2019	$1,044,066	$1,321,816	$8,804,260	$-277,750
2018	$1,554,185	$2,173,554	$8,763,733	$-619,369

Marion Military Institute Foundation