Social Finance CT Family Stability 2016 Manager Inc (EIN 364829457) - 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

2016

Legal Domicile

Principal Officer

Navjeet Bal

Phone

6179399900

Tax Period

2020-01-01 to 2020-12-31

Social Finance CT Family Stability 2016 Manager Inc, founded in 2016, is a mid-sized nonprofit that reported $11.2M in total revenue in fiscal year 2020. Revenue surged 1466% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.7M, a strong 78% operating margin.

Mission

THE ORGANIZATION FURTHERS CHARITABLE PURPOSES BY LESSENING THE BURDENS OF GOVERNMENT OF THE STATE OF CONNECTICUT (CONTINUED ON SCHEDULE O.)

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,289

Other Revenue $11,164,907

TOTAL REVENUE $11,166,196

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,101,687

Other Expenses $2,502,072

TOTAL EXPENSES $2,502,072

Year-over-Year Comparison

	2020	2019	Change
Revenue	$11,166,196	$713,026	+14.7%
Expenses	$2,502,072	$3,143,573	-0.2%
Net Income	$8,664,124	$-2,430,547	-4.6%

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

N/A

Employees

N/A

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

$733,138

Total Directors

$733,138

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY PALANDJIAN	PRESIDENT	2.0	Officer Director	$0	$30,283	$305,845
NAVJEET BAL	TREASURER	2.0	Officer Director	$0	$29,234	$252,782
JONATHAN EDWARDS	SECRETARY	2.0	Officer Director	$0	$21,334	$174,511

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
2020	$11,166,196	$2,502,072	No data	$8,664,124
2019	$713,026	$3,143,573	$12,743,372	$-2,430,547
2018	$229,748	$3,000,545	$10,298,798	$-2,770,797

Social Finance CT Family Stability 2016 Manager Inc