MARION COUNTY MEMORIAL HONOR GUARD INC (EIN 331020918) - 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

2002

Legal Domicile

Principal Officer

Stephen Petty

Phone

3522166724

Tax Period

2024-10-01 to 2025-09-30

MARION COUNTY MEMORIAL HONOR GUARD INC, founded in 2002, is a micro nonprofit in the Public & Societal Benefit sector that reported $92K in total revenue in fiscal year 2024. The organization ran a surplus of $22K, a strong 23% operating margin.

Mission

As a war veterans organization, we are proud to provide Funeral honors and assistance to all military veterans and their families during their time of need, and to provide any and all patriotic services when requested.

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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 (2024)

Revenue Breakdown

Contributions & Grants $92,398

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $92,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,604

Other Expenses $70,784

TOTAL EXPENSES $70,784

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,398	$91,132	+0.0%
Expenses	$70,784	$78,520	-0.1%
Net Income	$21,614	$12,612	+0.7%

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

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 Kennedy	Chair, CEO	30	Officer Director	$0	$0	$0
Stephen Petty	President, Director	10	Officer Director	$0	$0	$0
Sharon Cooley	Vice Chair, Vice President	12	Officer Director	$0	$0	$0
Bill Dorsey	Director	12	Director	$0	$0	$0
John Earl	Director	1	Director	$0	$0	$0
Grace Dunlevy	Director	5	Director	$0	$0	$0
Bob Levenson	Director	10	Director	$0	$0	$0
Pamela Fallen-Driggers	Director	0.5	Director	$0	$0	$0
Joan Lewis	Director	2	Director	$0	$0	$0
Jacqueline Fix	Treasurer	2	Officer	$0	$0	$0
Kathy Henderson	Secretary	5	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	$92,398	$70,784	$144,159	$21,614
2024	$91,132	$78,520	$119,907	$12,612
2023	$66,945	$35,314	$50,115	$31,631
2022	$21,071	$18,620	$11,784	$2,451

MARION COUNTY MEMORIAL HONOR GUARD INC