Magnolia MFA Title Holding Inc (EIN 821399035) - 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

2017

Legal Domicile

Principal Officer

Sara E Cotner

Phone

5125222429

Tax Period

2024-07-01 to 2025-06-30

Mission

To hold title to the land and building for Montessori for All's Magnolia School campus.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $16,419

TOTAL EXPENSES $16,419

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$619,830	-1.0%
Expenses	$16,419	$1,175,365	-1.0%
Net Income	N/A	$-555,535	N/A

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

$290,544

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Reddick	President	1.00	Officer Director	$0	$0	$0
Bob DeWitt	Vice President	1.00	Officer Director	$0	$0	$0
Anirban Bhattacharyya	Director	1.00	Director	$0	$0	$0
Nicole De Santis	Director	1.00	Director	$0	$0	$0
Craig Hampton	Director (thru. 10/24)	1.00	Director	$0	$0	$0
Will Robison	Director	1.00	Director	$0	$0	$0
Christina Thurmond	Director	1.00	Director	$0	$0	$0
Sara Cotner	School CEO	1.00	Officer	$0	$7,767	$158,476
Sarah Kirby-Tepera	School COO	1.00	Officer	$0	$13,122	$132,068

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	$16,419	No data	No data
2024	$619,830	$1,175,365	$11,158,581	$-555,535
2023	$592,478	$1,157,764	$11,632,179	$-565,286
2022	$566,430	$1,113,717	$12,149,653	$-547,287
2021	$541,625	$1,097,910	$12,649,128	$-556,285
2020	$518,000	$1,084,603	$13,157,601	$-566,603
2019	$371,625	$995,862	$13,676,392	$-624,237

Magnolia MFA Title Holding Inc