MARION COUNTY VETERANS HELPING VETERANS INC (EIN 522371848) - 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

JAMES HILTY

Phone

3524332320

Tax Period

2024-10-01 to 2025-09-30

MARION COUNTY VETERANS HELPING VETERANS INC, founded in 2002, is a small nonprofit in the Human Services sector that reported $608K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum.

Mission

THE ENTITY SERVES US SERVICE VETERANS AND THEIR FAMILIES WITH HOUSING ASSISTANCE, FOOD, SHELTER, AND EMPLOYMENT COUNSELING.

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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 $593,870

Program Service Revenue $2,350

Investment Income $0

Other Revenue $11,862

TOTAL REVENUE $608,082

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,172

Fundraising Expenses $25,284

Program Expenses $445,183

Other Expenses $420,772

TOTAL EXPENSES $602,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$608,082	$455,118	+0.3%
Expenses	$602,944	$494,316	+0.2%
Net Income	$5,138	$-39,198	-1.1%

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

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
JEFFERY ASKEW	DIRECTOR	0.00	Director	$0	$0	$0
TODD BELKNAP	EXECUTIVE DI	40.00	Officer Director	$0	$0	$0
JOSEPH BELOTE	DIRECTOR	0.00	Director	$0	$0	$0
CHARLES CALHOUN	DIRECTOR	20.00	Director	$0	$0	$0
JOSE CEVALLOS	DIRECTOR	0.00	Director	$0	$0	$0
CRAIG CURRY	DIRECTOR	0.00	Director	$0	$0	$0
THOMAS DUFFY	VICE-CHAIRMA	0.00	Officer Director	$0	$0	$0
KATHY HENDERSON	SECRETARY	0.00	Officer Director	$0	$0	$0
JAMES HILTY	CHAIRMAN	5.00	Officer Director	$0	$0	$0
LISA REILLY	TREASURER	0.00	Officer Director	$0	$0	$0
JOHN ROSE	DIRECTOR	0.00	Director	$0	$0	$0
THOMAS SCHMITZ	DIRECTOR	20.00	Officer Director	$0	$0	$0
JOSEPH VOGE	DIRECTOR	3.00	Director	$0	$0	$0
CHRISTINE WEBSTER	DIRECTOR	3.00	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
2025	$608,082	$602,944	$110,894	$5,138
2024	$455,118	$494,316	$87,975	$-39,198
2023	$591,844	$587,132	$127,577	$4,712
2022	$463,008	$441,434	$124,048	$21,574
2021	$332,141	$345,365	$98,668	$-13,224
2018	$438,703	$422,606	$147,577	$16,097

MARION COUNTY VETERANS HELPING VETERANS INC