SOCIALVENTURES (EIN 471396726) - 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

2014

Legal Domicile

Principal Officer

TINA FISHER

Phone

6142085403

Tax Period

2023-01-01 to 2023-12-31

SOCIALVENTURES, founded in 2014, is a micro nonprofit that reported $29K in total revenue in fiscal year 2023. Revenue fell 87% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $6K, a strong 20% operating margin.

Mission

THE CENTER PROVIDES OUTREACH AND ADVOCACY, TRAINING, AND ACCESS TO CAPITAL TO FOSTER DEVELOPMENT OF SUSTAINABLE SOCIAL ENTERPRISES THAT PROVIDE NEEDED SOCIAL IMPACT WHILE EARNING SUFFICIENT REVENUE TO BE INDEPENDENT OF GRANT SUPPORT.

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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 $28,889

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $28,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,819

Program Expenses $6,534

Other Expenses $23,141

TOTAL EXPENSES $23,141

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,889	$220,992	-0.9%
Expenses	$23,141	$251,706	-0.9%
Net Income	$5,748	$-30,714	-1.2%

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

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
STEVE VOTAW	INTERIM CEO	15.00	Officer	$0	$0	$0
TINA FISHER	CHAIR	4.00	Officer Director	$0	$0	$0
KATIE CRAMER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ARTHI RATHI	TREASURER	2.00	Officer Director	$0	$0	$0
DONALD WELLS	MEMBER	1.00	Director	$0	$0	$0
DEMETRIUS ROBINSON	MEMBER	1.00	Director	$0	$0	$0
MATT ORR	MEMBER	1.00	Director	$0	$0	$0
MELISSA WICK	MEMBER	1.00	Director	$0	$0	$0
JEFF ALEXANDER	MEMBER	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
2023	$28,889	$23,141	No data	$5,748
2022	$220,992	$251,706	$143,756	$-30,714
2021	$302,950	$306,246	$193,237	$-3,296
2020	$253,407	$388,176	$184,055	$-134,769
2019	$249,594	$292,952	$163,031	$-43,358
2018	$205,192	$325,338	$206,434	$-120,146

SOCIALVENTURES