MAGNOLIA SOCIETY INC (EIN 980061470) - 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

1978

Legal Domicile

Principal Officer

ROBERT E RICH

Phone

5133812838

Tax Period

2024-01-01 to 2024-12-31

MAGNOLIA SOCIETY INC, founded in 1978, is a small nonprofit that reported $325K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $85K, a strong 26% operating margin.

Mission

DISSEMINATE INFORMATION AND ENCOURAGE GROWTH OF GENUS MAGNOLIA

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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 $40,965

Program Service Revenue $218,497

Investment Income $65,675

Other Revenue $0

TOTAL REVENUE $325,137

Expense Breakdown

Grants Paid $26,125

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $240,457

Other Expenses $214,332

TOTAL EXPENSES $240,457

Year-over-Year Comparison

	2024	2023	Change
Revenue	$325,137	$207,729	+0.6%
Expenses	$240,457	$197,615	+0.2%
Net Income	$84,680	$10,114	+7.4%

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

N/A

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
MATT LOBDELL	PRESIDENT	4.00	Officer	$0	$0	$0
KOEN CAMELBEKE	VICE PRESIDENT	4.00	Officer	$0	$0	$0
BETH EDWARD	SECRETARY	6.00	Officer	$0	$0	$0
ROBERT E RICH	TREASURER	4.00	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	$325,137	$240,457	$426,357	$84,680
2023	$207,729	$197,615	$346,764	$10,114
2022	$76,307	$82,405	$341,661	$-6,098
2021	$91,867	$56,719	$347,757	$35,148
2020	$89,922	$96,103	$312,692	$-6,181
2019	$94,874	$76,353	$318,874	$18,521
2018	$103,994	$80,039	$300,355	$23,955

MAGNOLIA SOCIETY INC