GIVE A NOTE FOUNDATION INC (EIN 352379473) - 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

2009

Legal Domicile

Principal Officer

BETH SLUSHER

Phone

3179340482

Tax Period

2024-07-01 to 2025-06-30

GIVE A NOTE FOUNDATION INC, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $326K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

ENGAGE AND EMPOWER EDUCATORS, INSPIRE STUDENTS, & EXPAND THE REACH AND IMPACT OF MUSIC EDUCATION.

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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 $325,756

Program Service Revenue $0

Investment Income $398

Other Revenue $0

TOTAL REVENUE $326,154

Expense Breakdown

Grants Paid $52,225

Salaries & Benefits $225,222

Fundraising Expenses $140,526

Program Expenses $139,881

Other Expenses $70,484

TOTAL EXPENSES $347,931

Year-over-Year Comparison

	2024	2023	Change
Revenue	$326,154	$501,177	-0.3%
Expenses	$347,931	$306,244	+0.1%
Net Income	$-21,777	$194,933	-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

$164,173

Total Directors

$31,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT DUFOUR	BOARD CHAIR/PRESIDENT	0.00	Officer Director	$0	$0	$0
ERIC HOLT	DIRECTOR	0.00	Director	$0	$0	$0
STACEY SWANSON	TREASURER	0.00	Officer Director	$0	$0	$0
CHRIS BARBOUR	DIRECTOR	0.00	Director	$0	$0	$0
DR MORGAN BRYANT	VICE CHAIR	0.00	Officer Director	$0	$0	$0
ED JAMES	PAST BOARD CHAIR/PRESIDENT	0.00	Director	$0	$0	$0
COLIN RUSHING	DIRECTOR	0.00	Director	$0	$0	$0
DAN KRAWCZYK	DIRECTOR	0.00	Director	$0	$0	$0
F REID SHIPPEN	DIRECTOR	0.00	Director	$0	$0	$0
ROSS COPPERMAN	DIRECTOR	0.00	Director	$0	$0	$0
BETH SLUSHER	COO, BOARD SECRETARY	40.00	Officer Director	$31,750	$0	$31,750
MARC BULANDR	FUNDRAISING CHAIR(05-01-2025)	0.00	Officer Director	$0	$0	$0
MICHAEL DENDY JARRETT	CEO	40.00	Officer	$132,423	$0	$132,423

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	$326,154	$347,931	$204,391	$-21,777
2024	$501,177	$306,244	$215,982	$194,933

GIVE A NOTE FOUNDATION INC