Magnolia Foundation (EIN 365072436) - 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

2024

Legal Domicile

Principal Officer

Matthew Collins

Phone

6154910560

Tax Period

2024-01-01 to 2024-12-31

Magnolia Foundation, founded in 2024, is a small nonprofit in the Human Services sector that reported $440K in total revenue in fiscal year 2024. Revenue surged 558% from the prior year, signaling strong growth momentum. The organization ran a surplus of $131K, a strong 30% operating margin.

Mission

To serve families who have experienced child loss by providing financial assistance with funeral-related expenses access to licensed professional counseling and long-term Commemorative Care.

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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 $459,092

Program Service Revenue $0

Investment Income $0

Other Revenue $-18,890

TOTAL REVENUE $440,202

Expense Breakdown

Grants Paid $140,619

Salaries & Benefits $131,921

Fundraising Expenses $42,123

Program Expenses $222,087

Other Expenses $36,831

TOTAL EXPENSES $309,371

Year-over-Year Comparison

	2024	2023	Change
Revenue	$440,202	$66,947	+5.6%
Expenses	$309,371	$5,925	+51.2%
Net Income	$130,831	$61,022	+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

$76,154

Total Directors

$101,539

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Matthew Collins	Founder CEO	40.00	Officer Director	$76,154	$0	$76,154
Macy Collins	Founder	15.00	Director	$25,385	$0	$25,385
Amanda Cranford	Director	0.10	Director	$0	$0	$0
Alison Dorris	Director	0.10	Director	$0	$0	$0
Justin Dorris	Director	0.10	Director	$0	$0	$0
Zach Henson	Director	0.10	Director	$0	$0	$0
Jenny Stites	Director	0.10	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	$440,202	$309,371	$192,853	$130,831

Magnolia Foundation