SOCIAL TRENDS INSTITUTE INC (EIN 141906515) - Form 990 Financial Analysis & Trantor Score

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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

2004

Legal Domicile

Principal Officer

CARLOS CAVALLE

Phone

6463468835

Tax Period

2022-01-01 to 2022-12-31

SOCIAL TRENDS INSTITUTE INC, founded in 2004, is a small nonprofit in the Social Science sector that reported $229K in total revenue in fiscal year 2022. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $405K exceeded revenue, resulting in a 77% operating deficit.

Mission

THE SOCIAL TRENDS INSTITUTE IS A NON-PROFIT RESEARCH CENTER THAT OFFERS INSTITUTIONAL AND FINANCIAL SUPPORT TO ACADEMICS OF ALL FIELDS WHO SEEK TO MAKE SENSE OF EMERGING SOCIAL TRENDS AND THEIR EFFECTS ON HUMAN COMMUNITIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $228,775

Other Revenue $0

TOTAL REVENUE $228,775

Expense Breakdown

Grants Paid $273,270

Salaries & Benefits $53,279

Fundraising Expenses $0

Program Expenses $356,396

Other Expenses $77,991

TOTAL EXPENSES $404,540

Year-over-Year Comparison

	2022	2021	Change
Revenue	$228,775	$363,820	-0.4%
Expenses	$404,540	$369,502	+0.1%
Net Income	$-175,765	$-5,682	+29.9%

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

$53,279

Total Directors

$53,279

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLOS CAVALLE	CHAIRMAN	20.00	Officer Director	$0	$0	$0
TRACEY O'DONNELL	SECRETARY	12.00	Officer Director	$53,279	$0	$53,279
ANDREW MACDOUGALL	DIRECTOR	1.00	Director	$0	$0	$0
FEDERICO RIERA-MARSA	ASSISTANT SECRETARY	4.00	Officer Director	$0	$0	$0
ANA MARTA GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
JAUME VIDAL	TREASURER	4.00	Officer Director	$0	$0	$0
JORDI CANALS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIC WEBER	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	No data	No data	No data	No data
2022	$228,775	$404,540	$10,667,498	$-175,765
2021	$363,820	$369,502	$11,790,024	$-5,682
2020	$211,628	$320,440	$11,832,850	$-108,812
2019	$1,000,933	$437,656	$10,256,060	$563,277
2018	$5,668,187	$311,101	$9,526,711	$5,357,086

SOCIAL TRENDS INSTITUTE INC