IMPACT SOCIETY GLOBAL

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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

2018

Legal Domicile

Principal Officer

SAMUEL BONSEY

Phone

6178725863

Tax Period

2024-01-01 to 2024-12-31

IMPACT SOCIETY GLOBAL, founded in 2018, is a community nonprofit in the International Affairs sector that reported $2.9M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $2.7M left a modest 7% surplus.

Mission

THE ORGANIZATION IS A GLOBAL MEMBERSHIP COMMUNITY OF FAMILIES COMMITTED TO ALIGNING THEIR ASSETS WITH THEIR VALUES. THE ORGANIZATION'S MISSION IS TO HELP FAMILIES MAKE IMPACT INVESTMENTS MORE EFFECTIVELY.

Program Service Accomplishments

Program 1

Expenses: $2,034,368 Revenue: $37,812

HELPS FAMILIES MAKE IMPACT INVESTMENTS MORE EFFECTIVELY.

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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 $2,634,229

Program Service Revenue $37,812

Investment Income $0

Other Revenue $201,055

TOTAL REVENUE $2,873,096

Expense Breakdown

Grants Paid $76,333

Salaries & Benefits $1,492,582

Fundraising Expenses $151,322

Program Expenses $2,034,368

Other Expenses $1,117,000

TOTAL EXPENSES $2,685,915

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,873,096	$2,472,101	+0.2%
Expenses	$2,685,915	$2,958,230	-0.1%
Net Income	$187,181	$-486,129	-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

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

$173,382

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN ROCKEFELLER	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JULIE ENGELHORN	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL TRAGER-KUSMAN	TREASURER	2.00	Officer Director	$0	$0	$0
LIESEL PRITZKER SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
JOSH COHEN	DIRECTOR	1.00	Director	$0	$0	$0
JUNE NAGAO	DIRECTOR	1.00	Director	$0	$0	$0
ROGERIO RABELO	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA DROSTE YAGAN	DIRECTOR	1.00	Director	$0	$0	$0
SAM BONSEY	PRESIDENT	40.00	Officer	$152,228	$21,154	$173,382
KRISTINE KUECHLER	SENIOR DIRECTOR	40.00	Highest	$330,891	$31,151	$362,042
EDWARD WELCH	DIRECTOR OF SPECIAL INCENTIVES	40.00	Highest	$123,481	$7,409	$130,890
LINDA RINCON	DIRECTOR OF EXPERIENCES	40.00	Highest	$117,206	$18,379	$135,585
SYDNEY BOLGER	DIRECTOR OF US & CANADA	40.00	Highest	$106,736	$7,191	$113,927
PEARLINE YUM	REGIONAL DIRECTOR	40.00	Highest	$129,129	$9,014	$138,143

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	$2,873,096	$2,685,915	$2,126,480	$187,181
2023	$2,472,101	$2,958,230	$1,952,546	$-486,129
2022	$2,550,511	$1,284,042	$2,437,492	$1,266,469
2021	$943,051	$77,144	$1,104,968	$865,907