NOTLEY IMPACT

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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

2020

Legal Domicile

Principal Officer

DAN GRAHAM

Phone

5129054223

Tax Period

2023-01-01 to 2023-12-31

NOTLEY IMPACT, founded in 2020, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum.

Mission

NOTLEY IMPACT STRIVES TO ACCELERATE SOCIAL IMPACT AND INNOVATION THROUGH EDUCATING NONPROFITS, DONORS, AND SOCIAL ENTREPRENEURS, EMPOWERING CIVIC LEADERS, ELEVATING SOCIAL ISSUES AND ARRANGING FISCAL SPONSORSHIP FOR SOCIALLY IMPACTFUL PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $69,807

NOTLEY GLOBAL LEADERSHIP NETWORK INSPIRES, RESOURCES AND CATALYZES SEASONED AND EMERGING LEADERS FROM ALL WALKS OF LIFE TO BREAK THROUGH SILOS AND COME TOGETHER TO CREATE TRANSFORMATIVE SOCIAL...

NOTLEY GLOBAL LEADERSHIP NETWORK INSPIRES, RESOURCES AND CATALYZES SEASONED AND EMERGING LEADERS FROM ALL WALKS OF LIFE TO BREAK THROUGH SILOS AND COME TOGETHER TO CREATE TRANSFORMATIVE SOCIAL CHANGE. THE FELLOWSHIP COMPONENT IS DESIGNED TO EDUCATE OUR COMMUNITY'S RISING YOUNG PROFESSIONALS TO ENGAGE WITH TODAY'S MOST PRESSING SOCIAL ISSUES. THE DIGITAL PLATFORM, NOTLEYEDU, PROVIDES NONPROFIT PROFESSIONALS, SOCIAL IMPACT LEADERS AND FUNDERS WITH THE RESOURCES THEY NEED TO SCALE THEIR IMPACT.

Program 2

Expenses: $508,185 Revenue: $814

PHILANTHROPITCH CONDUCTS A SOCIAL IMPACT FAST-PITCH COMPETITION THAT PROVIDES NON-PROFIT ORGANIZATIONS WITH ACCESS TO HUMAN AND FINANCIAL CAPITAL. IN THIS HIGH ENERGY EVENT, NON-PROFIT PARTICIPANTS ARE GIVEN A PLATFORM TO PRESENT INNOVATIVE IDEAS FOR DRAMATICALLY IMPACTING THE COMMUNITY. SELECTED NON-PROFITS HAVE THREE MINUTES TO PRESENT THEIR PITCH TO A PANEL OF JUDGES AND AUDIENCE MEMBERS. WINNERS ARE AWARDED CASH PRIZES TO HELP IMPLEMENT THEIR IDEAS. THE COMPETITION DRIVES CHANGE IN LOCAL COMMUNITIES BY PROVIDING SOCIAL INNOVATORS WITH THE TOOLS THEY NEED TO TAKE THEIR MODEL TO THE NEXT LEVEL, GIVING FORWARD-THINKING LEADERS THE PLATFORM TO EXPRESS THEIR VISIONS, AWARDING FUNDS TO ACCELERATE THOSE VISIONS, CREATING NETWORKS AND CONNECTIONS TO HELP THESE VISIONS COME TO LIFE, AND EDUCATING LOCAL COMMUNITIES ON HOW TO SUPPORT IMPACTFUL INITIATIVES.

Program 3

Expenses: $658,706

MOONTOWER BALL BRINGS TOGETHER AUSTIN'S FOREMOST CHANGEMAKERS, IMPACT LEADERS, AND PHILANTHROPISTS FOR AN EVENING OF CELEBRATION THROUGH HONORING THEM FOR THEIR WORK IN THE COMMUNITY MAKING AUSTIN A...

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,742,458

Program Service Revenue $15,550

Investment Income $122

Other Revenue $-14,736

TOTAL REVENUE $1,743,394

Expense Breakdown

Grants Paid $371,530

Salaries & Benefits $733,919

Fundraising Expenses $196,049

Program Expenses $1,503,245

Other Expenses $625,838

TOTAL EXPENSES $1,731,287

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,743,394	$1,230,295	+0.4%
Expenses	$1,731,287	$1,044,235	+0.7%
Net Income	$12,107	$186,060	-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

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
BARBARA DANIELS	CFO/DIRECTOR	5.00	Officer Director	$0	$0	$0
DAN GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
JERRY SUN	DIRECTOR	1.00	Director	$0	$0	$0
LISA WILSON GRAHAM	CEO/DIRECTOR	5.00	Officer Director	$0	$0	$0
GENEVIEVE GILBREATH	DIRECTOR	1.00	Director	$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	No data	No data	No data	No data
2023	$1,743,394	$1,731,287	$221,166	$12,107
2022	$1,230,295	$1,044,235	$379,907	$186,060
2021	$842,469	$874,812	$316,941	$-32,343