THE NOTLEY FUND

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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

2015

Legal Domicile

Principal Officer

DAN GRAHAM

Phone

5124724483

Tax Period

2020-01-01 to 2020-12-31

THE NOTLEY FUND, founded in 2015, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.5M in total revenue in fiscal year 2020. Revenue surged 359% from the prior year, signaling strong growth momentum.

Mission

NOTLEY'S MISSION IS TO FUND AND SUPPORT BUSINESSES, NON-PROFITS, AND PROGRAMS MAKING POSITIVE CHANGE AND SOCIAL IMPACT IN THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $1,707,683 Revenue: $1,616,916

NOTLEY PARTNERS IS A COMMUNITY OF BUSINESS LEADERS CATALYZING IMPACT AND ECONOMIC OPPORTUNITY THROUGH SOCIAL INNOVATION. PARTNERS CONNECT WITH OTHER SOCIALLY CONSCIOUS AND CONNECTED LEADERS COMMITTED...

Program 2

Expenses: $76,599 Revenue: $23,600

THE NOTLEY FELLOWSHIP IS A 2-YEAR PROGRAM FOR PURPOSEFUL LEADERS COMMITTED TO TAKING ON AND LEARNING MORE ABOUT CHALLENGES IN THE SOCIAL SECTOR. THE NOTLEY FELLOWSHIP IS DESIGNED TO PREPARE AND...

THE NOTLEY FELLOWSHIP IS A 2-YEAR PROGRAM FOR PURPOSEFUL LEADERS COMMITTED TO TAKING ON AND LEARNING MORE ABOUT CHALLENGES IN THE SOCIAL SECTOR. THE NOTLEY FELLOWSHIP IS DESIGNED TO PREPARE AND ENGAGE OUR COMMUNITY'S RISING LEADERS IN THE FOR-PROFIT SECTOR TO GET INVOLVED AND ENGAGED WITH TODAY'S MOST PRESSING SOCIAL ISSUES. DISCOVER YOUR ROLE IN THE WORLD OF SOCIAL IMPACT WITH THE NOTLEY FELLOWSHIP.

Program 3

Expenses: $289,941 Revenue: $15,503

NOTLEY TIDE SUPPORTS CENTRAL TEXAS NONPROFITS FOCUSED ON RACIAL JUSTICE. IT PROVIDES RESOURCES TO EXPAND AND SUSTAIN CULTURAL IMPACT. NOTLEY TIDE FACILITATES DEI TRAINING AND SEEKS TO ACTIVATE...

NOTLEY TIDE SUPPORTS CENTRAL TEXAS NONPROFITS FOCUSED ON RACIAL JUSTICE. IT PROVIDES RESOURCES TO EXPAND AND SUSTAIN CULTURAL IMPACT. NOTLEY TIDE FACILITATES DEI TRAINING AND SEEKS TO ACTIVATE COMMUNITY MEMBERS ON THEIR ROLE IN RACIAL EQUITY AND JUSTICE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $2,966,127

Program Service Revenue $1,677,231

Investment Income $-120,255

Other Revenue $-59,063

TOTAL REVENUE $4,464,040

Expense Breakdown

Grants Paid $595,097

Salaries & Benefits $2,470,415

Fundraising Expenses $1,655,761

Program Expenses $2,370,835

Other Expenses $1,605,132

TOTAL EXPENSES $4,670,644

Year-over-Year Comparison

	2020	2019	Change
Revenue	$4,464,040	$972,217	+3.6%
Expenses	$4,670,644	$2,636,009	+0.8%
Net Income	$-206,604	$-1,663,792	-0.9%

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

$397,679

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN GRAHAM	DIRECTOR	1.00	Officer Director	$0	$0	$0
MATT MCDONNELL	DIRECTOR	1.00	Director	$0	$0	$0
LISA WILSON GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL NELLIS	DIRECTOR	1.00	Director	$0	$0	$262,681
STEVEN SHOOK	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM VOLK	DIRECTOR	1.00	Director	$0	$0	$0
ROB REPASS	DIRECTOR	1.00	Director	$0	$0	$0
JOSH RICKEL	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA DANIELS	CFO & DIRECTOR	5.00	Officer Director	$0	$0	$0
STEPHANIE MOORE	CHIEF OF STAFF & DIRECTOR	1.00	Officer Director	$0	$0	$0
TALA MATCHETT	DIRECTOR	1.00	Director	$0	$0	$0
MELLIE PRICE	DIRECTOR	1.00	Director	$0	$0	$0
KELLI MASON	DIRECTOR	40.00	Director	$134,998	$0	$134,998
LAWTON CUMMINGS	DIRECTOR	1.00	Director	$0	$0	$0
DARON ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
JERRY SUN	DIRECTOR	1.00	Director	$0	$0	$0
SHARON REDDEHASE	EXECUTIVE DIRECTOR, NATURALLY NETWORK	1.00	Highest	$137,683	$0	$137,683
KATHERINE HALL	EXECUTIVE DIRECTOR, PHILANTHROPITCH	1.00	Highest	$126,250	$0	$126,250
ASHLYNN DICKEY	VP OF STRATEGIC PARTNERSHIPS	40.00	Highest	$125,886	$0	$125,886
MEGAN AMBROSE	VP MARKETING BRAND AND OPERATIONS	40.00	Highest	$126,529	$0	$126,529
JESSICA GAFFNEY	EXECUTIVE DIRECTOR, BEAM FOUNDERS	1.00	Highest	$120,731	$0	$120,731

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
2020	$4,464,040	$4,670,644	$2,525,162	$-206,604
2019	$972,217	$2,636,009	$2,701,003	$-1,663,792
2018	$4,299,868	$836,582	$3,963,796	$3,463,286