AUSTIN TOGETHER 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

2023

Legal Domicile

Principal Officer

KAREN LASHELLE

Phone

3123150807

Tax Period

2023-01-01 to 2023-12-31

AUSTIN TOGETHER FUND, founded in 2023, is a small nonprofit in the Community Improvement sector that reported $257K in total revenue in fiscal year 2023. The organization ran a surplus of $67K, a strong 26% operating margin.

Mission

AUSTIN TOGETHER ENABLES SUSTAINED COLLABORATIONS THAT STRENGTHEN THE NONPROFIT COMMUNITY TO CREATE BETTER OUTCOMES FOR CENTRAL TEXANS THROUGH OUR UNIQUE GRANT AND COMMUNITY ENGAGEMENT MODEL.

Program Service Accomplishments

Program 1

Expenses: $135,895 Revenue: $0

GRANT MAKING-AUSTIN TOGETHER IS A NEW 501 (C)3 STAND-ALONE ENTITY WHOSE MISSION IS TO ENABLE SUSTAINED COLLABORATION WITH PROVEN PROCESS, SMART FUNDING, AND WRAP-AROUND SUPPORT. WE DO THIS AS AN...

GRANT MAKING-AUSTIN TOGETHER IS A NEW 501 (C)3 STAND-ALONE ENTITY WHOSE MISSION IS TO ENABLE SUSTAINED COLLABORATION WITH PROVEN PROCESS, SMART FUNDING, AND WRAP-AROUND SUPPORT. WE DO THIS AS AN INCLUSIVE PARTNER, WITH CONFIDENTIALITY AND AN UNWAVERING FOCUS ON QUALITY OUTCOMES. OUR GOAL IS TO SUPPORT THE RIGHT PARTNERSHIPS THROUGH A THOUGHTFUL AND SUPPORTED PROCESS. SUSTAINED COLLABORATION COVERS A VARIETY OF LONG-LASTING STRATEGIC PARTNERSHIPS THAT CHANGE THE BUSINESS MODEL OF TWO OR MORE NONPROFIT ORGANIZATIONS. WE MEET WITH 80+ ORGANIZATIONS PER YEAR TO DISCUSS THE POSSIBILITY OF SUSTAINED COLLABORATION GRANT SUPPORT (SEE SCHEDULE O FOR GRANT TYPE EXPLANATIONS). THE VAST MAJORITY OF GRANTEES WHO START WITH SEED OR EXPLORATION GRANTS CONTINUE TO MOVE THROUGH GRANT PHASES AND WORK TOWARDS PLANNING AND EVENTUALLY IMPLEMENTATION. MOST GRANTEES TAKE MORE THAN 2 YEARS TO MOVE THROUGH PHASES TO COMPLETION. ALL EXPENSES SUPPORTED OPERATIONS AS WE MOVED TO A STAND-ALONE ENTITY.

Program 2

Expenses: $17,922 Revenue: $10,593

COMMUNITY ENGAGEMENT - AUSTIN TOGETHER DELIVERS PROGRAMS THROUGHOUT THE YEAR TO HELP CENTRAL TEXAS NONPROFITS, BUSINESSES AND GOVERNMENT AGENCIES, NETWORK, DEEPEN RELATIONSHIPS, AND FIND COMMON...

COMMUNITY ENGAGEMENT - AUSTIN TOGETHER DELIVERS PROGRAMS THROUGHOUT THE YEAR TO HELP CENTRAL TEXAS NONPROFITS, BUSINESSES AND GOVERNMENT AGENCIES, NETWORK, DEEPEN RELATIONSHIPS, AND FIND COMMON GROUND INCLUDING A COLLABORATION SUMMIT ( A ONE DAY EVENT THAT BRING COMMUNITY LEADERS TOGETHER AROUND COLLABORATION AND SOLVING COMMUNITY CHALLENGES), CENTRAL TEXAS FUNDERS NETWORK (QUARTERLY EVENTS TO ALLOW FUNDERS TO CONNECT AND POTENTIALLY SPUR THE POSSIBILITIES FOR INCREASED PHILANTHROPIC COLLABORATION.), COLLABORATIVE COMMUNITY MEETUPS (SOCIAL EVENTS FOR NONPROFITS, BUSINESSES AND GOVERNMENT AGENCIES TO COME LEARN MORE ABOUT SUSTAINED COLLABORATION) AND COLLABORATION 101 WORKSHOPS (DAY-LONG WORKSHOPS TO EDUCATE, INSPIRE, AND CONNECT NONPROFIT LEADERS WITH THE SKILLS AND TOOLS THEY NEED TO BEGIN TO EMBRACE SUSTAINED COLLABORATION.)

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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 $246,735

Program Service Revenue $10,593

Investment Income $0

Other Revenue $0

TOTAL REVENUE $257,328

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,981

Fundraising Expenses $6,660

Program Expenses $153,817

Other Expenses $69,555

TOTAL EXPENSES $190,536

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,328	N/A	N/A
Expenses	$190,536	N/A	N/A
Net Income	$66,792	$0	N/A

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

$210,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICH SMALLING	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRENDA COLEMAN-BEATTIE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ERICA VILLAREAL EKWURZEL	SECRETARY	1.00	Officer Director	$0	$0	$0
DENNIS CAVNER	TREASURER	1.00	Officer Director	$0	$0	$0
NICHOLE ASTON	BOARD MEMBER	1.00	Director	$0	$0	$0
RAY BRIMBLE	BOARD MEMBER	1.00	Director	$0	$0	$0
GARRIDON HANKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER KENNEDY	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN LASHELLE	EXECUTIVE DIRECTOR	40.00	Officer	$105,000	$105,000	$210,000

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	$257,328	$190,536	$70,062	$66,792