THE SOCIAL ENTERPRISE FUND INC (EIN 260431935) - 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

2007

Legal Domicile

Principal Officer

PAUL W MORGAN

Phone

4073252133

Tax Period

2025-01-01 to 2025-12-31

THE SOCIAL ENTERPRISE FUND INC, founded in 2007, is a small nonprofit in the International Affairs sector that reported $352K in total revenue in fiscal year 2025. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $92K, a strong 26% operating margin.

Mission

TO SUPPORT CHARITABLE DEVELOPMENT PROJECTS IN NORTH AMERICA, THE CARIBBEAN, AFRICA, AND CENTRAL AMERICAN COUNTRIES TO PROVIDE ECONOMIC STABILITY, IMPROVED HEALTH, AND BETTER EDUCATION TO PEOPLE LIVING IN ABSOLUTE POVERTY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $351,606

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $351,606

Expense Breakdown

Grants Paid $255,166

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $255,166

Other Expenses $4,268

TOTAL EXPENSES $259,434

Year-over-Year Comparison

	2025	2024	Change
Revenue	$351,606	$172,241	+1.0%
Expenses	$259,434	$243,328	+0.1%
Net Income	$92,172	$-71,087	-2.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL W MORGAN	CHAIRMAN & TREASURER	1.00	Officer Director	$0	$0	$0
GEORGE MACKAY	VICE CHAIRMAN & SECRETARY	1.00	Officer Director	$0	$0	$0
H THOMPSON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DENISE MORIARTY	DIRECTOR	1.00	Director	$0	$0	$0
RUSS PRATHER	DIRECTOR	1.00	Director	$0	$0	$0
MARY BETH MORGAN	DIRECTOR	2.00	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
2025	$351,606	$259,434	$155,473	$92,172
2024	$172,241	$243,328	$63,301	$-71,087
2024	$172,241	$243,328	$63,301	$-71,087
2023	$296,375	$172,768	$134,388	$123,607
2022	$501,011	$517,405	$10,781	$-16,394
2021	$80,892	$81,442	$27,175	$-550
2020	$119,688	$115,475	$27,725	$4,213
2019	$224,562	$259,673	$23,512	$-35,111
2018	$199,578	$202,714	$58,623	$-3,136

THE SOCIAL ENTERPRISE FUND INC