THE SOCIETY FOR THE ADVANCEMENT OF SOCIO-ECONOMICS (EIN 521685246) - 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

1989

Legal Domicile

Principal Officer

ANNELIES FRYBERGER

Phone

2032128750

Tax Period

2024-01-01 to 2024-12-31

THE SOCIETY FOR THE ADVANCEMENT OF SOCIO-ECONOMICS, founded in 1989, is a small nonprofit in the Social Science sector that reported $558K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $93K, a strong 17% operating margin.

Mission

PROMOTE EDUCATION AND RESEARCH IN THE FIELD OF SOCIO-ECONOMICS

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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 $162,720

Program Service Revenue $379,494

Investment Income $354

Other Revenue $15,361

TOTAL REVENUE $557,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $97,542

Fundraising Expenses $0

Program Expenses $413,257

Other Expenses $367,205

TOTAL EXPENSES $464,747

Year-over-Year Comparison

	2024	2023	Change
Revenue	$557,929	$377,837	+0.5%
Expenses	$464,747	$606,401	-0.2%
Net Income	$93,182	$-228,564	-1.4%

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

$30,933

Total Directors

$30,933

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIRGINIA DOELLGAST	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERTO PEDERSINI	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
YURI BIONDI	TREASURER	1.00	Officer Director	$0	$0	$0
NINA BANDELJ	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNELIES FRYBERGER	EXECUTIVE DIRECTOR	19.50	Officer Director	$0	$30,933	$30,933

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	$557,929	$464,747	$294,219	$93,182
2023	$377,837	$606,401	$244,253	$-228,564
2022	$649,488	$398,192	$472,815	$251,296
2021	$394,104	$304,821	$230,662	$89,283
2020	$221,902	$291,184	$153,080	$-69,282
2019	$436,889	$436,833	$222,414	$56
2018	$313,530	$390,485	$223,258	$-76,955

THE SOCIETY FOR THE ADVANCEMENT OF SOCIO-ECONOMICS