MAGNOLIA CEMETERY TRUST

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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

1954

Legal Domicile

Principal Officer

NANCY WEBSTER

Phone

8437228638

Tax Period

2023-01-01 to 2023-12-31

MAGNOLIA CEMETERY TRUST, founded in 1954, is a small nonprofit that reported $423K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $534K exceeded revenue, resulting in a 26% operating deficit.

Mission

CEMETERY

Program Service Accomplishments

Program 1

Expenses: $342,625

OTHER NONPROFIT CEMETERY COMPANIES AND CREMATORIA MUST BE CHARTERED SOLELY FOR THE PURPOSES OF BURIAL OR CREMATION. THEY CANNOT BE PERMITTED BY THEIR CHARTERS TO ENGAGE IN ANY BUSINESS NOT...

OTHER NONPROFIT CEMETERY COMPANIES AND CREMATORIA MUST BE CHARTERED SOLELY FOR THE PURPOSES OF BURIAL OR CREMATION. THEY CANNOT BE PERMITTED BY THEIR CHARTERS TO ENGAGE IN ANY BUSINESS NOT NECESSARILY INCIDENT TO THAT PURPOSE. 4.76.21.3.1 (08-09-2006)

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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 $157,286

Program Service Revenue $129,691

Investment Income $135,729

Other Revenue $0

TOTAL REVENUE $422,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $233,586

Fundraising Expenses $0

Program Expenses $359,211

Other Expenses $300,304

TOTAL EXPENSES $533,890

Year-over-Year Comparison

	2023	2022	Change
Revenue	$422,706	$357,482	+0.2%
Expenses	$533,890	$544,156	0.0%
Net Income	$-111,184	$-186,674	-0.4%

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

N/A

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
JOHN P BARNWELL	TRUSTEE	N/A	Director	$0	$0	$0
LUCIA DANIEL	TRUSTEE	N/A	Director	$0	$0	$0
BEVERLY M DONALD	TRUSTEE	N/A	Director	$0	$0	$0
SAMUEL W HOWELL	TRUSTEE	N/A	Director	$0	$0	$0
HALL T MCGEE III	CHAIRMAN	N/A	Director	$0	$0	$0
DAVID H MAYBANK JR	TRUSTEE	N/A	Director	$0	$0	$0
PIERRE MANIGAULT	TRUSTEE	N/A	Director	$0	$0	$0
T HUNTER MCEADDY	TRUSTEE	N/A	Director	$0	$0	$0
ARTHUR C PELZER	TRUSTEE	N/A	Director	$0	$0	$0
Y W SCARBOROUGH	TRUSTEE	N/A	Director	$0	$0	$0
PARK SMITH	TRUSTEE	N/A	Director	$0	$0	$0
WILLIAM H JARRARD	TREASURER	N/A	Officer	$0	$0	$0
NANCY WEBSTER	DIRECTOR	40.00	Officer	$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	No data	No data	No data	No data
2023	$422,706	$533,890	$5,667,799	$-111,184
2022	$357,482	$544,156	$5,727,972	$-186,674
2021	$461,047	$517,815	$5,170,240	$-56,768
2020	$475,329	$422,644	$4,577,889	$52,685
2019	$415,349	$449,486	$4,534,161	$-34,137
2018	$524,700	$469,986	$4,441,039	$54,714