SALES ENABLEMENT SOCIETY INC (EIN 824539925) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

PAUL BUTTERFIELD

Phone

8443043330

Tax Period

2022-01-01 to 2022-12-31

SALES ENABLEMENT SOCIETY INC, founded in 2016, is a small nonprofit in the Community Improvement sector that reported $868K in total revenue in fiscal year 2022. Revenue surged 114% from the prior year, signaling strong growth momentum. Expenses of $818K left a modest 6% surplus.

Mission

We are an online and in-person global community of impactful practitioners, analysts, academics and partners who support each other professionally by harnessing the power of collective thought

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $867,625

Investment Income $0

Other Revenue $0

TOTAL REVENUE $867,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $264,970

Fundraising Expenses $0

Other Expenses $553,189

TOTAL EXPENSES $818,159

Year-over-Year Comparison

	2022	2021	Change
Revenue	$867,625	$405,644	+1.1%
Expenses	$818,159	$284,268	+1.9%
Net Income	$49,466	$121,376	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$150,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANNA VELARDE	EXECUTIVE DIRECTOR	40	Director	$150,000	$0	$150,000
BILL BALL	OFFICER	10	Officer	$0	$0	$0
PETER OSTROW	OFFICER	10	Director	$0	$0	$0
SHEEVAUN THATCHER	OFFICER	10	Officer	$0	$0	$0
IMOGEN MCCOURT	OFFICER	10	Director	$0	$0	$0
GAIL BEHUN	OFFICER	10	Officer	$0	$0	$0
CHRISTOPHER KINGMAN	OFFICER	10	Director	$0	$0	$0
MARY BETH HANIFER	OFFICER	10	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
2022	$867,625	$818,159	$240,635	$49,466
2021	$405,644	$284,268	$271,902	$121,376
2020	$351,540	$255,315	$144,168	$96,225

SALES ENABLEMENT SOCIETY INC