STATE ENGAGEMENT FUND (EIN 810865943) - 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

2015

Legal Domicile

Principal Officer

JONATHAN SCOTT ANDERSON

Phone

9196791776

Tax Period

2023-01-01 to 2023-12-31

STATE ENGAGEMENT FUND, founded in 2015, is a community nonprofit in the Public & Societal Benefit sector that reported $8.1M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4.6M, a strong 56% operating margin.

Mission

SEE PART III, LINE 1.

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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 $8,100,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,100,000

Expense Breakdown

Grants Paid $3,500,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,530,000

Other Expenses $41,264

TOTAL EXPENSES $3,541,264

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,100,000	$10,790,000	-0.2%
Expenses	$3,541,264	$13,969,180	-0.7%
Net Income	$4,558,736	$-3,179,180	-2.4%

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

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
ANNE BARTLEY	CHAIR	1.00	Officer Director	$0	$0	$0
JONATHAN SCOTT ANDERSON	DIRECTOR	5.00	Officer Director	$0	$0	$0
JEFF BLODGETT	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL L WEISEL	TREASURER	0.50	Officer	$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	No data	No data	No data	No data
2023	$8,100,000	$3,541,264	$5,611,630	$4,558,736
2022	$10,790,000	$13,969,180	$1,047,153	$-3,179,180
2021	$7,875,633	$4,272,588	$3,992,375	$3,603,045
2020	$11,342,809	$15,472,009	$356,088	$-4,129,200
2019	$19,660,708	$18,091,584	$4,483,658	$1,569,124
2018	$50,226,855	$45,014,591	$2,914,241	$5,212,264

STATE ENGAGEMENT FUND