Civic Intelligence

Notley Foundation

990EZ • Fiscal year 2015 • EIN 47-5295639

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profilewww.notleyventures.com
4315 Gudadalupe No 300Austin, TX 78751

(512) 472-4486

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.36x

Higher debt load relative to assets than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

80th percentile

$13,576

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets86th percentile

Assets

$30,394

No earlier filing loaded for comparison.

Net Assets

$19,432

No earlier filing loaded for comparison.

Liabilities

$10,962

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin85th percentile

Revenue

$60,000

No earlier filing loaded for comparison.

Expenses

$40,568

No earlier filing loaded for comparison.

Net Income

$19,432

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2015: $30,394Liabilities 2015: $10,962Net Assets 2015: $19,4322015Assets 2016: $652,640Liabilities 2016: $11,713Net Assets 2016: $640,9272016Assets 2017: $546,564Liabilities 2017: $123,001Net Assets 2017: $423,5632017Assets 2018: $3,963,796Liabilities 2018: $76,947Net Assets 2018: $3,886,8492018Assets 2019: $2,701,003Liabilities 2019: $404,128Net Assets 2019: $2,296,8752019Assets 2020: $2,525,162Liabilities 2020: $174,774Net Assets 2020: $2,350,3882020Assets 2021: $4,410,098Liabilities 2021: $758,491Net Assets 2021: $3,651,6072021Assets 2022: $2,706,890Liabilities 2022: $86,972Net Assets 2022: $2,619,9182022Assets 2023: $2,170,902Liabilities 2023: $78,331Net Assets 2023: $2,092,5712023Assets 2024: $1,919,391Liabilities 2024: $64,727Net Assets 2024: $1,854,6642024

Highlighted filing

2015

Assets$30,394
Liabilities$10,962
Net Assets$19,432
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $60,000Expenses 2015: $40,568Net Income 2015: $19,4322015Revenue 2016: $1,283,626Expenses 2016: $656,041Net Income 2016: $627,5852016Revenue 2017: $492,747Expenses 2017: $710,110Net Income 2017: -$217,3632017Revenue 2018: $4,299,868Expenses 2018: $836,582Net Income 2018: $3,463,2862018Revenue 2019: $972,217Expenses 2019: $2,636,009Net Income 2019: -$1,663,7922019Revenue 2020: $4,464,040Expenses 2020: $4,670,644Net Income 2020: -$206,6042020Revenue 2021: $4,638,752Expenses 2021: $3,583,243Net Income 2021: $1,055,5092021Revenue 2022: $2,162,941Expenses 2022: $3,403,504Net Income 2022: -$1,240,5632022Revenue 2023: $901,690Expenses 2023: $1,419,573Net Income 2023: -$517,8832023Revenue 2024: $1,017,792Expenses 2024: $1,137,896Net Income 2024: -$120,1042024

Highlighted filing

2015

Revenue$60,000
Expenses$40,568
Net Income$19,432
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$60,000
Mission and Program Overview

Mission

Notley's mission is to fund and support businesses, non-profits, and programs making positive change and social impact in the world.

Notley invests in nonprofits and social impact companies that are ready to scale. From capital to coaching and from operations to mentorship, we tailor our support to the individual needs of each organization in our family. As part of our commitment to diversity, we actively seek out and support promising ventures run by women and minorities.

Program Services

DescriptionGrantsExpenses
Notley invests in nonprofits and social impact companies that are ready to scale. From capital to coaching and from operations to mentorship, we tailor our support to the individual needs of each organization in our family. As part of our commitment to diversity, we actively seek out and support promising ventures run by women and minorities.$0$31,441
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sara LevyExecutive Director-$13,576-$13,576
Lisa Wilson GrahamExecutive Committee Member-$0--
Dan GrahamExecutive Committee Member-$0--
Mike NellisExecutive Committee Member-$0--
Dan WilsonDirector-$0--
Rob RepassDirector-$0--
Steve ShookDirector-$0--
Bill VolkDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Notley Fund
EIN
47-5295639
Phone
5124724486
Address
4315 Gudadalupe No 300, Austin, TX 78751

Signing Officer

Name
Sara Levy
Title
Executive Director
Phone
5124724486
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
PMB Helin Donovan LLP
Address
9600 Great Hills Trail Suite 150, Austin, TX 78759
Preparer
Wallace F Helin
Phone
5122589670
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: Accounts Payable. Beg. of Year Amount: 0. End of Year Amount: 1,209. Description: Accrued Liabilities. Beg. of Year Amount: 0. End of Year Amount: 9,753.”

Raw XML Appendix181 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rob Repass
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Steve Shook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Bill Volk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sara Levy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Committee Member
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05124724486
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ReturnHeader/Filer/BusinessNameControlTxt0NOTL
ReturnHeader/Filer/EIN0475295639
ReturnHeader/Filer/PhoneNum05124724486
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ReturnHeader/PreparerPersonGrp/PhoneNum05122589670
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wallace F Helin
ReturnHeader/ReturnTs02016-11-15T13:58:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,394
Liabilities
$10,962
Net assets
$19,432
Revenue
$60,000
Expenses
$40,568
Net income
$19,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.06$1.85$1.02$1.14$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.08$2.09$0.90$1.42$0.52
2022Detailed filing. Detailed filing data is available for this year.$2.71$0.09$2.62$2.16$3.40$1.24
2021Detailed filing. Detailed filing data is available for this year.$4.41$0.76$3.65$4.64$3.58$1.06
2020Detailed filing. Detailed filing data is available for this year.$2.53$0.17$2.35$4.46$4.67$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.40$2.30$0.97$2.64$1.66
2018Detailed filing. Detailed filing data is available for this year.$3.96$0.08$3.89$4.30$0.84$3.46
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.12$0.42$0.49$0.71$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.01$0.64$1.28$0.66$0.63
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.02$0.06$0.04$0.02