MARINES' MEMORIAL FOUNDATION (EIN 455261064) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

LT GEN MICHAEL ROCCO US

Phone

4156736672

Tax Period

2024-07-01 to 2025-06-30

MARINES' MEMORIAL FOUNDATION, founded in 2012, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 115% from the prior year, signaling strong growth momentum. The organization ran a surplus of $774K, a strong 60% operating margin.

Mission

THE MISSION OF THE FOUNDATION IS TO HONOR THE LEGACY OF MILITARY SERVICE THROUGH ITS PROGRAMS AND BY ITS DIRECT SUPPORT OF THE MARINES' MEMORIAL ASSOCIATION IN FULFILLING ITS MISSION TO COMMEMORATE THE SACRIFICES OF OUR NATION'S VETERANS, EDUCATE THE PUBLIC ABOUT THOSE SACRIFICES, AND SERVE VETERANS OF ALL ERAS, TO INCLUDE CURRENTLY SERVING MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,284,719

Program Service Revenue $0

Investment Income $11,839

Other Revenue $0

TOTAL REVENUE $1,296,558

Expense Breakdown

Grants Paid $500,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $500,000

Other Expenses $22,899

TOTAL EXPENSES $522,899

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,296,558	$602,157	+1.2%
Expenses	$522,899	$519,527	+0.0%
Net Income	$773,659	$82,630	+8.4%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$569,815

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUCAS BABBITT USN	CHAIRMAN	2.00	Officer Director	$0	$0	$0
VADM JODY BRECKENRIDGEUSCGRET	SECRETARY	2.00	Officer Director	$0	$0	$0
LTCOL SANDY ALDERSONUSMCRET	DIRECTOR	2.00	Director	$0	$0	$0
BRADFORD DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
MAJ GEN ROBIN FONTESUSARET	DIRECTOR	2.00	Director	$0	$0	$0
RICK HARTNACK USMC	DIRECTOR	2.00	Director	$0	$0	$0
TIM HSIA	DIRECTOR	2.00	Director	$0	$0	$0
JIM HAYNES	DIRECTOR	2.00	Director	$0	$0	$0
SONYA JINDAL	DIRECTOR	2.00	Director	$0	$0	$0
MAUREEN LOGAN	DIRECTOR	2.00	Director	$0	$0	$0
TOM LYONS	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE NOLLETTE	DIRECTOR	2.00	Director	$0	$0	$0
PETER J PAFFRATH	DIRECTOR	2.00	Director	$0	$0	$0
DON REID	DIRECTOR	2.00	Director	$0	$0	$0
RYAN SMITHUSMCRET	DIRECTOR	2.00	Director	$0	$0	$0
CARL M TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
LTCOL JEFFREY TICEUSAFRET	DIRECTOR	2.00	Director	$0	$0	$0
JOE VOLLONO	DIRECTOR	2.00	Director	$0	$0	$0
LTGEN MICHAEL ROCCOUSMCRET	PRESIDENT & CEO	2.00	Officer	$0	$15,860	$310,482
MICHAEL ALLEN	TREASURER	2.00	Officer	$0	$24,042	$259,333

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	$1,296,558	$522,899	$1,305,909	$773,659
2024	$602,157	$519,527	$518,272	$82,630
2023	$523,239	$530,378	$481,774	$-7,139
2022	$442,342	$464,900	$442,781	$-22,558
2021	$443,879	$182,808	$514,912	$261,071
2020	$955,881	$760,098	$432,357	$195,783
2019	$801,587	$791,600	$147,945	$9,987

MARINES' MEMORIAL FOUNDATION