MARION CEMETERY ASSOCIATION

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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

2025-01-01 to 2025-12-31

MARION CEMETERY ASSOCIATION, founded in 1941, is a small nonprofit that reported $924K in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. Expenses of $880K left a modest 5% surplus.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $749,522 Revenue: $735,448

PROVIDE BURIAL PRIVILEGES FOR 170 FOR YEAR; SOLD 55 LOTS; AND MAINTAIN CURRENT GRAVE SITES AND GROUNDS

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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 (2025)

Revenue Breakdown

Contributions & Grants $26,264

Program Service Revenue $735,448

Investment Income $152,299

Other Revenue $9,550

TOTAL REVENUE $923,561

Expense Breakdown

Grants Paid $0

Salaries & Benefits $233,347

Fundraising Expenses $0

Program Expenses $820,516

Other Expenses $646,832

TOTAL EXPENSES $880,179

Year-over-Year Comparison

	2025	2024	Change
Revenue	$923,561	$999,454	-0.1%
Expenses	$880,179	$909,999	0.0%
Net Income	$43,382	$89,455	-0.5%

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

$56,797

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA YAZEL	GEN MANAGER(	40.00	Officer	$56,797	$0	$56,797
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	0.25	Director	$0	$0	$0
WADE JONES	BOARD VOTING	N/A	Director	$0	$0	$0
JODY LACKEY	PRESIDENT/TR	0.25	Officer Director	$0	$0	$0
GOODMAN MALCOLM	TREASURER	0.25	Director	$0	$0	$0
MATT PRIMMER	SECRETARY	0.25	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	0.25	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
2025	$923,561	$880,179	$3,540,611	$43,382
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