MT SOLEDAD MEMORIAL ASSOC INC DBA MT SOLEDAD NATIONAL VETERANS MEMORIAL (EIN 952373533) - 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

1952

Legal Domicile

Phone

8584592314

Tax Period

2024-01-01 to 2024-12-31

MT SOLEDAD MEMORIAL ASSOC INC DBA MT SOLEDAD NATIONAL VETERANS MEMORIAL, founded in 1952, is a small nonprofit that reported $600K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $726K exceeded revenue, resulting in a 21% operating deficit.

Mission

MAINTENANCE/DEVELOPMENT OF A MEMORIAL PARK HONORING OUR VETERANS.

🔒

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 $263,578

Program Service Revenue $0

Investment Income $336,270

Other Revenue $0

TOTAL REVENUE $599,848

Expense Breakdown

Grants Paid $0

Salaries & Benefits $290,841

Fundraising Expenses $0

Program Expenses $578,907

Other Expenses $435,436

TOTAL EXPENSES $726,277

Year-over-Year Comparison

	2024	2023	Change
Revenue	$599,848	$770,319	-0.2%
Expenses	$726,277	$687,046	+0.1%
Net Income	$-126,429	$83,273	-2.5%

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

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

$100,000

Total Directors

$100,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOU SCANLON	TRUSTEE	2.00	Director	$0	$0	$0
TONY ANTHONY	TRUSTEE	2.00	Director	$0	$0	$0
MARTIN GARRICK	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN M DADIAN	TRUSTEE	2.00	Director	$0	$0	$0
PHIL KENDRO	PRESIDENT	2.00	Officer Director	$0	$0	$0
PAUL PINTEK	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TOM GARCIA	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN FARRELL	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT TEAFF	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT HARRISON	TRUSTEE	2.00	Director	$0	$0	$0
AMY FORSYTHE	TRUSTEE	2.00	Director	$0	$0	$0
JAMES LEANDRO	TRUSTEE	2.00	Director	$0	$0	$0
ALEX MARTIN	TRUSTEE	2.00	Director	$0	$0	$0
JENNIE WERNER	TRUSTEE	2.00	Director	$0	$0	$0
SEAN MULROONEY	TRUSTEE	2.00	Director	$0	$0	$0
NEIL O'CONNELL	EXECUTIVE DIRECTOR	60.00	Officer Director	$100,000	$0	$100,000
STEVE CASTILLO	TRUSTEE	2.00	Director	$0	$0	$0
EDYTA MAKOSKI	TRUSTEE	2.00	Director	$0	$0	$0
MARK WHEELAN	TREASURER	2.00	Director	$0	$0	$0
BILL WALKER	TRUSTEE	2.00	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	$599,848	$726,277	$6,083,232	$-126,429
2023	$770,319	$687,046	$6,052,197	$83,273
2022	$1,572,237	$648,665	$5,708,171	$923,572
2021	$1,270,067	$509,892	$5,035,525	$760,175
2020	$627,481	$525,368	$4,284,772	$102,113
2020	$675,390	$478,625	$4,337,730	$196,765
2019	$748,408	$489,142	$4,165,237	$259,266
2018	$684,888	$495,820	$3,910,354	$189,068

MT SOLEDAD MEMORIAL ASSOC INC DBA MT SOLEDAD NATIONAL VETERANS MEMORIAL