Social Impact Fund (EIN 461820448) - 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

2013

Legal Domicile

Principal Officer

Stephan Ceryanek

Phone

9176532513

Tax Period

2024-01-01 to 2024-12-31

Social Impact Fund, founded in 2013, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $23.6M in total revenue in fiscal year 2024. Revenue surged 130% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.8M, a strong 29% operating margin.

Mission

Inspire efficient and accessible philanthropy engage with leaders in the entertainment and creative communities, and beyond, to accelerate their social impact via fiscal sponsorship donor-advised funds.

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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 (2024)

Revenue Breakdown

Contributions & Grants $22,263,782

Program Service Revenue $946,418

Investment Income $396,221

Other Revenue $0

TOTAL REVENUE $23,606,421

Expense Breakdown

Grants Paid $5,401,513

Salaries & Benefits $334,519

Fundraising Expenses $51,846

Program Expenses $16,049,585

Other Expenses $11,059,283

TOTAL EXPENSES $16,833,649

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,606,421	$10,276,999	+1.3%
Expenses	$16,833,649	$13,521,096	+0.2%
Net Income	$6,772,772	$-3,244,097	-3.1%

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

$229,222

Total Directors

$25,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Craig Cichy	Executive Director	050.00	Officer	$204,454	$24,768	$229,222
Laura Probst	Director	001.00	Director	$25,000	$0	$25,000
Stephan Ceryanek	Treasurer	002.00	Officer Director	$0	$0	$0
Mike Strouss	Secretary	002.00	Officer Director	$0	$0	$0
Sonya Lockett	Director	001.00	Director	$0	$0	$0
Erich Broksas	Director	001.00	Director	$0	$0	$0
Jasmine Thomas	Director	001.00	Director	$0	$0	$0
Elizabeth Woolfe	Director	001.00	Director	$0	$0	$0
Erin Dawkins	Chair	002.00	Officer Director	$0	$0	$0
Misty Espinoza	Director	001.00	Director	$0	$0	$0
Vikki Karan	Vice Chair	002.00	Officer Director	$0	$0	$0
Diana Cutaia	Director	001.00	Director	$0	$0	$0
Maddy Roth	Director	001.00	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	$23,606,421	$16,833,649	$15,320,182	$6,772,772
2023	$10,276,999	$13,521,096	$7,705,795	$-3,244,097
2022	$11,151,125	$12,002,208	$11,071,400	$-851,083
2021	$14,562,924	$13,500,262	$12,584,440	$1,062,662
2020	$19,775,495	$11,756,950	$11,394,023	$8,018,545
2019	$8,769,858	$9,113,842	$3,596,334	$-343,984

Social Impact Fund