MARYLAND STATE FUNERAL DIRECTORS ASSOCIATION INC (EIN 520405033) - 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

1923

Legal Domicile

Principal Officer

ANDREW OSMEYER

Phone

4105537706

Tax Period

2023-01-01 to 2023-12-31

MARYLAND STATE FUNERAL DIRECTORS ASSOCIATION INC, founded in 1923, is a small nonprofit that reported $217K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $186K left a modest 14% surplus.

Mission

MAINTAINING AND IMPROVING THE IMAGE, STATUS AND COMPETENCY OF ITS MEMBERS. PROVIDING TECHNICAL & MANAGERIAL INSTRUCTIONS AND EDUCATIONAL PROGRAMS.

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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 $0

Program Service Revenue $164,551

Investment Income $12,436

Other Revenue $39,850

TOTAL REVENUE $216,837

Expense Breakdown

Grants Paid $0

Salaries & Benefits $64,579

Fundraising Expenses $0

Other Expenses $120,927

TOTAL EXPENSES $185,506

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,837	$185,599	+0.2%
Expenses	$185,506	$184,728	+0.0%
Net Income	$31,331	$871	+35.0%

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

111

Independent Members

111

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRI COLLINS-WITZKE CFSP CCSP CP	DIRECTOR	5.00	Director	$0	$0	$0
KAREN HOWELL-MCPHERSON CFSP CPC CC	DIRECTOR	5.00	Director	$0	$0	$0
BRIAN BURTON	DIRECTOR	5.00	Director	$0	$0	$0
HOLLY K MCCOMAS CFSP	DIRECTOR	5.00	Director	$0	$0	$0
SAMANTHA LOGAN CCSP	PRESIDENT	5.00	Officer Director	$0	$0	$0
ANDREW OSMEYER	TREASURER/SECRETARY - IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHAEL W LEE CFSP CPC CCO	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL DEMAREST	DIRECTOR	5.00	Director	$0	$0	$0
KENDRA HARRIS MBA	DIRECTOR	5.00	Director	$0	$0	$0
JOYCE TORCHINKSY	DIRECTOR	5.00	Director	$0	$0	$0
DAN SIMMONS	VICE PRESIDENT	5.00	Officer 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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$216,837	$185,506	$465,800	$31,331
2022	$185,599	$184,728	$410,818	$871
2021	$176,913	$194,203	$426,028	$-17,290
2021	$176,913	$194,203	$426,028	$-17,290
2020	$148,374	$155,746	$451,251	$-7,372
2019	$263,769	$234,414	$443,694	$29,355
2018	$254,035	$243,046	$413,691	$10,989

MARYLAND STATE FUNERAL DIRECTORS ASSOCIATION INC