SOCIAL ENTERPRISE TRUST INC (EIN 201452405) - 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

Principal Officer

SARAH BODLEY

Phone

8605609120

Tax Period

2023-01-01 to 2023-12-31

SOCIAL ENTERPRISE TRUST INC, founded in 2004, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $288K, a strong 24% operating margin.

Mission

TO ADVANCE THE SOCIAL ENTERPRISE SECTOR.

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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 $1,164,961

Program Service Revenue $49,362

Investment Income $1,614

Other Revenue $0

TOTAL REVENUE $1,215,937

Expense Breakdown

Grants Paid $5,901

Salaries & Benefits $426,112

Fundraising Expenses $10,692

Program Expenses $824,964

Other Expenses $495,690

TOTAL EXPENSES $927,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,215,937	$620,393	+1.0%
Expenses	$927,703	$590,207	+0.6%
Net Income	$288,234	$30,186	+8.5%

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

$91,403

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH BODLEY	EXECUTIVE DI	40.00	Officer	$91,403	$0	$91,403
NATE DUDEK	CHAIR	1.00	Officer Director	$0	$0	$0
TARA SPAIN	SECRETARY	1.00	Officer Director	$0	$0	$0
VIJAY LAKNIDHI	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE BROODER THRU NOV 2023	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL VILLECCO STARTED NOV 2023	DIRECTOR	1.00	Director	$0	$0	$0
LAURA DIANA HABER	DIRECTOR	1.00	Director	$0	$0	$0
JENN T GRACE	DIRECTOR	1.00	Director	$0	$0	$0
ALI LAZOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
PETER LEE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MENARD	DIRECTOR	1.00	Director	$0	$0	$0
GUILAINE MENEFEE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID O'LEARY	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	$1,215,937	$927,703	$685,630	$288,234
2022	$620,393	$590,207	$415,279	$30,186
2021	$562,164	$491,466	$188,227	$70,698
2020	$357,186	$399,851	$114,483	$-42,665
2019	$440,820	$421,034	$143,034	$19,786
2018	$416,783	$404,225	$135,179	$12,558

SOCIAL ENTERPRISE TRUST INC