STEEL MAGNOLIAS

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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

2011

Legal Domicile

Principal Officer

ROBERTA FESLER

Phone

5623318007

Tax Period

2023-01-01 to 2023-12-31

STEEL MAGNOLIAS, founded in 2011, is a small nonprofit in the Youth Development sector that reported $263K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $64K, a strong 24% operating margin.

Mission

STEEL MAGNOLIAS RAISES FUNDS TO BENEFIT CHILDREN WITH DEVELOPMENT DELAYS & DISABILITIES, BEHAVIORAL AND LEARNING CHALLENGES AND OTHER SPECIAL NEEDS.

Program Service Accomplishments

Program 1

Expenses: $156,784

STEEL MAGNOLIAS RAISES FUNDS TO BENEFIT CHILDREN WITH DEVELOPMENT DELAYS & DISABILITIES, BEHAVIORAL & LEARNING CHALLENGES & OTHER SPECIAL NEEDS. DURING THE YEAR, STEEL MAGNOLIAS CONTRIBUTED $156,284 TO THE MEMORIAL MEDICAL CENTER FOUNDATION ON BEHALF OF THE STRAMSKI CHILDREN'S DEVELOPMENT CENTER WHICH IS PART OF MILLER CHILDREN'S AND WOMEN'S HOSPITAL LONG BEACH. THESE FUNDS ARE TO BE USED FOR ONGOING EFFORTS IN THE EVALUATION AND TREATMENT OF CHILD DEVELOPMENT ISSUES.

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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 $250,589

Program Service Revenue $0

Investment Income $20,307

Other Revenue $-7,711

TOTAL REVENUE $263,185

Expense Breakdown

Grants Paid $156,784

Salaries & Benefits $0

Fundraising Expenses $3,663

Program Expenses $156,784

Other Expenses $42,310

TOTAL EXPENSES $199,094

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,185	$229,666	+0.1%
Expenses	$199,094	$192,009	+0.0%
Net Income	$64,091	$37,657	+0.7%

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
BOBBIE FESLER	PRESIDENT	15.00	Officer Director	$0	$0	$0
HILDA SANCHEZ	TREASURER (AS OF 06/01/23)	15.00	Officer Director	$0	$0	$0
JEAN JOSEPH	TREASURER (UNTIL 05/31/23)	15.00	Officer Director	$0	$0	$0
SUSAN HILL	RECORDING SECRETARY	5.00	Officer Director	$0	$0	$0
ELIZABETH BORSTING	FORMER PRESIDENT	2.00	Director	$0	$0	$0
SURINA GEOFFROY	DIRECTOR	2.00	Director	$0	$0	$0
MICHELE DOBSON	DIRECTOR	10.00	Director	$0	$0	$0
CARMEN BUBAR	DIRECTOR	5.00	Director	$0	$0	$0
STEPHANIE DAVIS	DIRECTOR	10.00	Director	$0	$0	$0
THERESA BRUNELLA	DIRECTOR	5.00	Director	$0	$0	$0
JO MURRAY	DIRECTOR	5.00	Director	$0	$0	$0
DANA BUCHANAN	DIRECTOR	5.00	Director	$0	$0	$0
LIZ KRUMMELL	DIRECTOR	10.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$263,185	$199,094	$702,717	$64,091
2022	$229,666	$192,009	$588,751	$37,657
2021	$299,061	$187,003	$628,121	$112,058
2020	$206,383	$166,233	$503,561	$40,150
2019	$263,421	$171,563	$451,521	$91,858
2018	$313,729	$202,022	$362,946	$111,707