Civic Intelligence

Marion County Memorial Honor Guard Inc

EIN 33-1020918 • 501(c)19 • Ocala, FL

Profile

As a war veterans organization we are proud to provide Funeral honors and assistance to all military veterans and their families during their time of need, and to provide any and all patriotic services when requested.

2306 SW 20th CTOcala, FL 34471

www.memorialhonorguard.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

0.41x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)19 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

94th percentile

0.64x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)19 • <$500k nonprofits • Source year 2025

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

501(c)19 • <$500k nonprofits • Source year 2025

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)19 • <$500k nonprofits • Source year 2025

Asset Growth

84th percentile

20%

Faster asset growth than 84% of similar nonprofits.

501(c)19 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

1.4%

Faster revenue growth than 52% of similar nonprofits.

501(c)19 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$144,159

Up $94,044 (+188%) from 2023

Liabilities

Up

$59,017

Up $59,017 from 2023

Net Assets

Up

$85,142

Up $35,027 (+70%) from 2023

Revenue

Up

$92,398

Up $25,453 (+38%) from 2023

Expenses

Up

$70,784

Up $35,470 (+100%) from 2023

Net Income

Down

$21,614

Down $10,017 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2022: $11,784Liabilities 2022: $0Net Assets 2022: $11,7842022Assets 2023: $50,115Liabilities 2023: $0Net Assets 2023: $50,1152023Assets 2025: $144,159Liabilities 2025: $59,017Net Assets 2025: $85,1422025

Highlighted filing

2025

Assets$144,159
Liabilities$59,017
Net Assets$85,142

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2022: $21,071Expenses 2022: $18,620Net Income 2022: $2,4512022Revenue 2023: $66,945Expenses 2023: $35,314Net Income 2023: $31,6312023Revenue 2025: $92,398Expenses 2025: $70,784Net Income 2025: $21,6142025

Highlighted filing

2025

Revenue$92,398
Expenses$70,784
Net Income$21,614

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 20, 2025
Return Version
2024v5.0
Gross Receipts
$92,398
Mission and Program Overview

Mission

As a war veterans organization, we are proud to provide Funeral honors and assistance to all military veterans and their families during their time of need, and to provide any and all patriotic services when requested.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$109,036$81,777▼ $27,259
Savings and Temporary Cash Investments$17,080$32,600▲ $15,520
Cash and Non-Interest-Bearing Accounts$23,710$29,782▲ $6,072
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$119,907$144,159▲ $24,252
Other Assets Total$-29,919$0▲ $29,919
Liabilities
Mortgage Notes Payable Secured by Investment Property$79,139$59,017▼ $20,122
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities-$0-
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$79,139$59,017▼ $20,122
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,710$52,542▲ $28,832
Net Assets With Donor Restrictions$17,058$32,600▲ $15,542
Total Net Assets Fund Balance$40,768$85,142▲ $44,374
Total Liabilities and Net Assets / Fund Balance$119,907$144,159▲ $24,252

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$81,777$54,518$136,295
Equipment$0$5,300$5,300
Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Donald KennedyChair, CEO
Stephen PettyPresident, Director
Sharon CooleyVice Chair, Vice President
Bill DorseyDirector
Bob LevensonDirector
Grace DunlevyDirector
Joan LewisDirector
John EarlDirector
Pamela Fallen-DriggersDirector
Kathy HendersonSecretary
Jacqueline FixTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,398
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$92,398
Change in Net Assets
$21,614
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$70,784
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$27,259$0$0$27,259
Insurance$12,567$795$0$13,362
Other Expenses$1,953$0$0$1,953
Office Expenses$1,265$185$0$1,450
Information Technology$720$0$0$720
Advertising$0$200$0$200
Total Functional Expenses$69,604$1,180$0$70,784
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Director Bob Levenson is married to Director Grace Dunlevy Director Stephen Petty is Married to Director Joan Lewis

Form 990, Part VI, Section B, Line 11B

A copy of the proposed final 990 is emailed to each member of the Board of Directors requesting their review for comments and changes prior to filing.

Form 990, Part VI, Section B, Line 12C

Notated within organization's policies and confirmed every year

Form 990, Part VI, Section B, Line 15

There are no salaries. 100% Volunteer

Form 990, Part VI, Section C, Line 18

All governing documents, conflict of interest policy, whistleblower policy, gift policy, destruction policy, Florida State filings, latest Form 990 and financial statements are posted on our website and available to the public throughout the tax year.

Form 990, Part VI, Section C, Line 19

All governing documents, conflict of interest policy, whistleblower policy, gift policy, destruction policy, Florida State filings, latest Form 990 and financial statements are posted on our website and available to the public throughout the tax year.

Form 990, Part VI, Section C, Line 20

Stephen Petty, (352) 390-0704 9121 SW 83rd LN, Ocala, FL 34481

Filing and Contact Details

Filer

Filer Name
Marion County Memorial Honor Guard Inc
EIN
33-1020918
Phone
3522166724
Address
2306 SW 20th CT, Ocala, FL 34471
Doing Business As
Veterans Memorial Honor Guard

Signing Officer

Name
Stephen Petty
Title
President
Phone
3523900704
Signed
2025-12-20

Organization Details

Principal Officer
Stephen Petty
Formed
2002
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
46
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Net asset value, Book value minus 3rd party loan amount

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IRS990/Desc0Provided over 212 Military Memorial Honor Ceremonies and Services at Funerals for US Military Veterans. Presented at over 15 ceremonies such as POW Day, July 4th, Veteran's Day and Memorial Day. Presented as Color Guard at over 62 ceremonies.
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IRS990/MissionDesc0As a war veterans organization, we are proud to provide Funeral honors and assistance to all military veterans and their families during their time of need, and to provide any and all patriotic services when requested.
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