MARION CEMETERY ASSOCIATION (EIN 314243100) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1941

Legal Domicile

Principal Officer

JODY LACKEY

Phone

7403877050

Tax Period

2023-01-01 to 2023-12-31

MARION CEMETERY ASSOCIATION, founded in 1941, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $174K, a strong 16% operating margin.

Mission

PROVIDE BURIAL SERVICES AND THE MAINTENANCE OF THE GROUNDS AND GRAVE SITES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $50,268

Program Service Revenue $904,452

Investment Income $85,658

Other Revenue $13,195

TOTAL REVENUE $1,053,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $273,770

Fundraising Expenses $0

Program Expenses $788,216

Other Expenses $606,170

TOTAL EXPENSES $879,940

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,053,573	$875,147	+0.2%
Expenses	$879,940	$853,400	+0.0%
Net Income	$173,633	$21,747	+7.0%

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

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
MARK DAVIS	BOARD VOTING	0.25	Director	$0	$0	$0
GARY FERRIMAN	BOARD VOTING	0.25	Director	$0	$0	$0
IRENE FULTON	BOARD VOTING	0.25	Director	$0	$0	$0
ROGER GEORGE	BOARD VOTING	1.00	Director	$0	$0	$0
MALCOM GOODMAN	TREASURER	1.00	Director	$0	$0	$0
JODY LACKEY	PRESIDENT/TR	1.00	Officer Director	$0	$0	$0
MATT PRIMMER	SECRETARY	1.00	Director	$0	$0	$0
KAREN REAM	BOARD VOTING	0.25	Director	$0	$0	$0
JOHN ROW	BOARD VOTING	0.25	Director	$0	$0	$0
JOE SANSOTA	VICE PRESIDE	1.00	Director	$0	$0	$0
MIKE ZUCKER	BOARD VOTING	0.25	Director	$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
2024	No data	No data	No data	No data
2023	$1,053,573	$879,940	$3,447,108	$173,633
2022	$875,147	$853,400	$3,287,220	$21,747
2021	$1,132,139	$611,186	$3,270,048	$520,953
2020	$1,068,779	$899,437	$2,800,585	$169,342
2019	$1,191,821	$923,983	$2,536,478	$267,838
2018	$740,933	$639,624	$2,282,898	$101,309

MARION CEMETERY ASSOCIATION