THE MOTLEY FOOL FOUNDATION

EIN: 841970428 501(c)(3) Human Services

ALEXANDRIA, VA

Total Revenue
$1,881,302
Total Expenses
$1,954,651
Total Assets
$11,944,305
Net Assets
$11,638,294
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
DE
Principal Officer
GEORGE KHALAF
Phone
2027706968
Tax Period
2024-10-01 to 2025-09-30

THE MOTLEY FOOL FOUNDATION, founded in 2019, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2019. The organization ran a surplus of $661K, a strong 66% operating margin.

Mission

OUR MISSION IS TO CREATE PATHWAYS TO FINANCIAL FREEDOM FOR THOSE LIVING PAYCHECK TO PAYCHECK.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $309,370
Program Service Revenue $0
Investment Income $1,571,932
Other Revenue $0
TOTAL REVENUE $1,881,302

Expense Breakdown

Grants Paid $44,731
Salaries & Benefits $396,458
Fundraising Expenses $237,244
Program Expenses $1,051,902
Other Expenses $1,513,462
TOTAL EXPENSES $1,954,651

Year-over-Year Comparison

2024 2023 Change
Revenue $1,881,302 $1,341,580 +0.4%
Expenses $1,954,651 $2,974,709 -0.3%
Net Income $-73,349 $-1,633,129 -1.0%
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

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Governance

Voting Members
9
Independent Members
8
Employees
N/A
Volunteers
32

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
4
$408,389
Total Directors
9
$265,779
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID GARDNER CHAIR 2.00
Officer Director
$0 $0 $0
OLLEN DOUGLASS FINANCE CHAIR 1.00
Director
$0 $0 $0
MARGARET GARDNER GOVERNANCE CHAIR 1.00
Director
$0 $0 $0
ELAINE HUNGENBERG BOARD MEMBER 1.00
Director
$0 $0 $0
SYLVIA SIERRA BOARD MEMBER 1.00
Director
$0 $0 $0
BERNITA BAILEY BOARD MEMBER 1.00
Director
$0 $0 $0
NEIL GRAYSON BOARD MEMBER 1.00
Director
$0 $0 $0
JON BUDDINGTON BOARD MEMBER 1.00
Director
$0 $0 $0
GEORGE KHALAF EXECUTIVE DIRECTOR 40.00
Officer Director
$218,644 $47,135 $265,779
TEE-ERA TURNER SECRETARY 40.00
Officer
$128,541 $14,069 $142,610
JEFF HASLOW TREASURER 20.00
Officer
$0 $0 $0
JENNIFER GENNARO OXLEY EXECUTIVE DIRECTOR (TO 9/24) 0.00
$248,425 $32,845 $281,270
JACKIE LEACH MAJOR GIFTS OFFICER (TO 5/2024) 0.00
$120,701 $7,395 $128,096
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 $1,881,302 $1,954,651 $11,944,305 $-73,349
2024 $1,341,580 $2,974,709 $13,467,055 $-1,633,129
2023 $652,399 $2,449,053 $12,275,568 $-1,796,654
2022 $15,812,396 $2,566,037 $13,206,539 $13,246,359
2021 $1,593,966 $1,038,475 $1,290,319 $555,491
2020 $1,005,225 $344,485 $709,707 $660,740
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