Memorial Classic Inc (EIN 471823158) - 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

2014

Legal Domicile

Principal Officer

Jacob Johnson

Phone

8882507747

Tax Period

2023-01-01 to 2023-12-31

Memorial Classic Inc, founded in 2014, is a small nonprofit in the Education sector that reported $164K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $58K, a strong 35% operating margin.

Mission

The organization exists to provide funding to scholarship granting 501 c3 organizations in the death care industry.

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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 $226,028

Program Service Revenue $0

Investment Income $0

Other Revenue $-61,979

TOTAL REVENUE $164,049

Expense Breakdown

Grants Paid $103,160

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,250

Other Expenses $3,070

TOTAL EXPENSES $106,230

Year-over-Year Comparison

	2023	2022	Change
Revenue	$164,049	$151,479	+0.1%
Expenses	$106,230	$210,935	-0.5%
Net Income	$57,819	$-59,456	-2.0%

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

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
Thomas Johnson	Director	005.00	Officer Director	$0	$0	$0
Jacob Johnson	President	005.00	Officer Director	$0	$0	$0
Bill Cutter	Secretary	005.00	Officer Director	$0	$0	$0
Jay Waring	Director	001.00	Director	$0	$0	$0
Jeff Dinerstein	Director	001.00	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	$164,049	$106,230	$222,541	$57,819
2022	$151,479	$210,935	$91,069	$-59,456
2021	$24,057	$30,774	$150,525	$-6,717
2020	$93,924	$50,945	$157,242	$42,979
2019	$181,299	$197,000	$114,263	$-15,701
2018	$174,442	$131,251	$129,964	$43,191

Memorial Classic Inc