Nautilus Fund (EIN 992748980) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2024

Legal Domicile

Phone

2074603516

Tax Period

2024-07-01 to 2025-06-30

Nautilus Fund, founded in 2024, is a small nonprofit in the Education sector that reported $232K in total revenue in fiscal year 2024. The organization ran a surplus of $102K, a strong 44% operating margin.

Mission

Nautilus Fund initial programs were to support other nonprofits by developing a training program and coaching of other nonprofit staff in leadership and fundraising strategies.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $222,500

Program Service Revenue $9,875

Investment Income $0

Other Revenue $0

TOTAL REVENUE $232,375

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $198

Program Expenses $128,419

Other Expenses $109,905

TOTAL EXPENSES $129,905

Year-over-Year Comparison

	2024	2023	Change
Revenue	$232,375	N/A	N/A
Expenses	$129,905	N/A	N/A
Net Income	$102,470	N/A	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JESSE GRAHAM	President	3.00	Officer Director	$0	$0	$0
AMY HALSTED	Treasurer	1.00	Officer Director	$0	$0	$0
BENJAMIN CHIN	Secretary	1.00	Officer 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
2025	$232,375	$129,905	$102,470	$102,470

Nautilus Fund