Civic Intelligence

Social Enterprises Trust Inc.

990 • Fiscal year 2016 • EIN 20-1452405

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profilewww.socialenterprisetrust.org

View Organization Page

1429 Park StreetHartford, CT 06106

(860) 560-9120

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.65x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.16x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

8th percentile

-41%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$71,375

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

2nd percentile

-67%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-25%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$138,574

Down $277,057 (-67%) from 2015

Net Assets

Down

$48,765

Down $234,863 (-83%) from 2015

Liabilities

Down

$89,809

Down $42,194 (-32%) from 2015

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin8th percentile

Revenue

Down

$576,216

Down $194,176 (-25%) from 2015

Expenses

Up

$811,079

Up $111,519 (+16%) from 2015

Net Income

Down

-$234,863

Down $305,695 (-432%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $49,679Liabilities 2011: $3,838Net Assets 2011: $45,8412011Assets 2012: $113,846Liabilities 2012: $0Net Assets 2012: $113,8462012Assets 2013: $461,513Liabilities 2013: $44,541Net Assets 2013: $416,9722013Assets 2014: $246,994Liabilities 2014: $34,198Net Assets 2014: $212,7962014Assets 2015: $415,631Liabilities 2015: $132,003Net Assets 2015: $283,6282015Assets 2016: $138,574Liabilities 2016: $89,809Net Assets 2016: $48,7652016Assets 2017: $162,920Liabilities 2017: $99,725Net Assets 2017: $63,1952017Assets 2018: $135,179Liabilities 2018: $59,426Net Assets 2018: $75,7532018Assets 2019: $143,034Liabilities 2019: $47,495Net Assets 2019: $95,5392019Assets 2020: $114,483Liabilities 2020: $61,609Net Assets 2020: $52,8742020Assets 2021: $188,227Liabilities 2021: $64,655Net Assets 2021: $123,5722021Assets 2022: $415,279Liabilities 2022: $261,521Net Assets 2022: $153,7582022Assets 2023: $685,630Liabilities 2023: $243,638Net Assets 2023: $441,9922023Assets 2024: $634,218Liabilities 2024: $236,984Net Assets 2024: $397,2342024

Highlighted filing

2016

Assets$138,574
Liabilities$89,809
Net Assets$48,765
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $139,747Expenses 2011: $130,386Net Income 2011: $9,3612011Revenue 2012: $144,593Expenses 2012: $76,588Net Income 2012: $68,0052012Revenue 2013: $850,298Expenses 2013: $499,707Net Income 2013: $350,5912013Revenue 2014: $526,000Expenses 2014: $730,176Net Income 2014: -$204,1762014Revenue 2015: $770,392Expenses 2015: $699,560Net Income 2015: $70,8322015Revenue 2016: $576,216Expenses 2016: $811,079Net Income 2016: -$234,8632016Revenue 2017: $491,341Expenses 2017: $491,911Net Income 2017: -$5702017Revenue 2018: $416,783Expenses 2018: $404,225Net Income 2018: $12,5582018Revenue 2019: $440,820Expenses 2019: $421,034Net Income 2019: $19,7862019Revenue 2020: $357,186Expenses 2020: $399,851Net Income 2020: -$42,6652020Revenue 2021: $562,164Expenses 2021: $491,466Net Income 2021: $70,6982021Revenue 2022: $620,393Expenses 2022: $590,207Net Income 2022: $30,1862022Revenue 2023: $1,215,937Expenses 2023: $927,703Net Income 2023: $288,2342023Revenue 2024: $884,807Expenses 2024: $929,565Net Income 2024: -$44,7582024

Highlighted filing

2016

Revenue$576,216
Expenses$811,079
Net Income-$234,863
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.1
Gross Receipts
$576,216
Mission and Program Overview

Mission

To advance the social enterprise sector.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$363,527$91,513▼ $272,014
Accounts Receivable$12,258$28,383▲ $16,125
Land, Buildings, and Equipment, Net$25,227$16,965▼ $8,262
Other Notes and Loans Receivable, Net$9,055$0▼ $9,055
Prepaid Expenses and Deferred Charges$5,564$1,713▼ $3,851
Savings and Temporary Cash Investments$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$415,631$138,574▼ $277,057
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$26,741$72,953▲ $46,212
Other Liabilities$0$15,000▲ $15,000
Deferred Revenue$105,262$1,856▼ $103,406
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$132,003$89,809▼ $42,194
Net Assets / Fund Balance
Temporarily Rstr Net Assets$246,895$94,315▼ $152,580
Permanently Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$36,733$-45,550▼ $82,283
Total Net Assets Fund Balance$283,628$48,765▼ $234,863
Total Liabilities and Net Assets / Fund Balance$415,631$138,574▼ $277,057

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,076$56,481$61,557
Other Land Buildings$11,889$12,871$24,760
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ojala NaeemManaging DirectorFT$71,375$71,375

Board Members and Trustees

NameTitle
Kate EmeryPresident
Charley HerbertDirector
David MenardDirector
Donna PalombaDirector
Eric ChatmanDirector
Matthew O'ConnorDirector
Michael MartoneDirector
Richard BrownDirector
Tara SpainDirector
Tia CintronDirector
David FearonSecretary
Jim CarterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$504,867
Program Service Revenue
$70,618
Investment Income
$0
Other Revenue
$731
All Other Contributions
$254,904
Change in Net Assets
$-234,863

Audited Revenue Reconciliation

Revenue per Audited Statements
$576,216
Revenue Not Reported on Form 990
$15,207
Total Revenue per Audited Statements
$591,423
Total Revenue per Form 990
$576,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$462,884
Other Expenses$293,195
Total Fundraising Expense$91,222
Grants and Similar Amounts Paid$55,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$304,500$2,938$63,068$370,506
Current Officers, Directors, Trustees, and Key Employees$58,659$48$12,668$71,375
Grants to Domestic Orgs$55,000--$55,000
Occupancy$37,887$9,472-$47,359
Fees for Services Management$913$29,030$7,500$37,443
Other Employee Benefits$19,930-$1,073$21,003
Depreciation Depletion$13,113$2,314-$15,427
Other Expenses$5,795$19,282$6,813$5,795
Total Functional Expenses$619,017$100,840$91,222$811,079

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$826,286
Expenses per Audited Statements$811,079
Total Expenses per Form 990$811,079
Expenses Not Reported on Form 990$15,207
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Adam North LazarKatonah, NY-For Business Assistance$10,000
Blue Earth CompostHartford, CT-Business Assistance$10,000
PV Pure INCSomerville, MA-For Business Assistance$10,000
Six Foods LLCSan Francisco, CA-For Business Assistance$10,000
AmRide LLCRocky Hill, CT-For Business Assistance$7,500
Asarasi IncKatonah, NY-For Business Assistance$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
The Walker GroupFormer Chairman of the organization-No$12,313
The Walker GroupFormer Chairman of the organization-No$2,173

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fiscal Sponsorship Agreement Payabale$15,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, section B, line 11:

“The interim executive director reviewed the form 990 with the director of development, bookkeeper and tax preparer.”

Form 990, Part VI, Section B, Line 12C

“There is an annual review of the conflict of interest policy at the board level. there is verbal acknowledgement by the board members that they are in compliance.”

Form 990, Part VI, Section C, Line 18

“The organization's form 990 is available to anyone through Guidestar.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents, financial statements and conflict of interest policy are available to anyone upon request.”

Filing and Contact Details

Filer

Filer Name
Social Enterprise Trust Inc
EIN
20-1452405
In Care Of
% MIKE THURZ
Phone
8605609120
Address
1429 Park Street, Hartford, CT 06106

Signing Officer

Name
Kate Emery
Title
CEO
Phone
8605609120
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Emery
Formed
2004
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
9
Employees
10
Volunteers
121

Preparer

Firm
Fiondella Milone & LaSaracina LLP
Address
300 Winding Brook Drive, Glastonbury, CT 06033
Preparer
Lisa LaSaracina Partner
Phone
8606573651
Supplemental Narrative

Additional Explanations

Form 990, part XII, Line 2C

“The organization did not change its oversight process or selection process for the audit of its financial statements and selection of an independent accountant during the year.”

Raw XML AppendixShowing 400 of 626 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt026741
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt072953
IRS990/AccountsReceivableGrp/BOYAmt012258
IRS990/AccountsReceivableGrp/EOYAmt028383
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ADVANCE THE SOCIAL ENTERPRISE SECTOR.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0254904
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MIKE THURZ
IRS990/BooksInCareOfDetail/PhoneNum08605609120
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01429 PARK STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0Hartford
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006106
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0363527
IRS990/CashNonInterestBearingGrp/EOYAmt091513
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt012668
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt048
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt058659
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt071375
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0504867
IRS990/CYGrantsAndSimilarPaidAmt055000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0293195
IRS990/CYOtherRevenueAmt0731
IRS990/CYProgramServiceRevenueAmt070618
IRS990/CYRevenuesLessExpensesAmt0-234863
IRS990/CYSalariesCompEmpBnftPaidAmt0462884
IRS990/CYTotalExpensesAmt0811079
IRS990/CYTotalFundraisingExpenseAmt091222
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0576216
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0105262
IRS990/DeferredRevenueGrp/EOYAmt01856
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02314
IRS990/DepreciationDepletionGrp/ProgramServicesAmt013113
IRS990/DepreciationDepletionGrp/TotalAmt015427
IRS990/Desc0One of the largest event for the organization is their annual social enterprise awards in which they grant money to certain social enterprises. Sponsors are obtained to donate money to host the event and to provide the money awarded to the social enterprises. The money awarded at this event is a combination of funds received from event sponsors and the organization's money.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt097379
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt07500
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt029030
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0913
IRS990/FeesForServicesManagementGrp/TotalAmt037443
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt012.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0Kate Emery
IRS990/Form990PartVIISectionAGrp/PersonNm1David Fearon
IRS990/Form990PartVIISectionAGrp/PersonNm2Donna Palomba
IRS990/Form990PartVIISectionAGrp/PersonNm3Tara Spain
IRS990/Form990PartVIISectionAGrp/PersonNm4Jim Carter
IRS990/Form990PartVIISectionAGrp/PersonNm5Matthew O'Connor
IRS990/Form990PartVIISectionAGrp/PersonNm6Michael Martone
IRS990/Form990PartVIISectionAGrp/PersonNm7Richard Brown
IRS990/Form990PartVIISectionAGrp/PersonNm8Charley Herbert
IRS990/Form990PartVIISectionAGrp/PersonNm9Tia Cintron
IRS990/Form990PartVIISectionAGrp/PersonNm10Ojala Naeem
IRS990/Form990PartVIISectionAGrp/PersonNm11David Menard
IRS990/Form990PartVIISectionAGrp/PersonNm12Eric Chatman
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1071375
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Managing Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0249963
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt055000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt055000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0576216
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt069352
IRS990/LandBldgEquipBasisNetGrp/BOYAmt025227
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016965
IRS990/LandBldgEquipCostOrOtherBssAmt086317
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ADVANCE THE SOCIAL ENTERPRISE SECTOR.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0283628
IRS990/NetAssetsOrFundBalancesEOYAmt048765
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt09472
IRS990/OccupancyGrp/ProgramServicesAmt037887
IRS990/OccupancyGrp/TotalAmt047359
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01073
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019930
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021003
IRS990/OtherExpensesGrp/Desc0EVENTS
IRS990/OtherExpensesGrp/Desc1MARKETING AND DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2OPERATIONS
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt0100
IRS990/OtherExpensesGrp/FundraisingAmt16813
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt037756
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt119282
IRS990/OtherExpensesGrp/ProgramServicesAmt020656
IRS990/OtherExpensesGrp/ProgramServicesAmt143452
IRS990/OtherExpensesGrp/ProgramServicesAmt259112
IRS990/OtherExpensesGrp/ProgramServicesAmt35795
IRS990/OtherExpensesGrp/TotalAmt020656
IRS990/OtherExpensesGrp/TotalAmt181308
IRS990/OtherExpensesGrp/TotalAmt285207
IRS990/OtherExpensesGrp/TotalAmt35795
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt015000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0731
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0731
IRS990/OtherRevenueTotalAmt0731
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt063068
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02938
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0304500
IRS990/OtherSalariesAndWagesGrp/TotalAmt0370506
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt09055
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05564
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01713
IRS990/PrincipalOfficerNm0KATE EMERY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/Desc0TUITION/COURSE FEES
IRS990/ProgramServiceRevenueGrp/Desc1CO-WORKING FEES
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS EVENT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0850
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt166173
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23595
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt166173
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23595
IRS990/ProgSrvcAccomActy2Grp/Desc0The organization runs a 14 week program called social enterprise accelerator program that provides entrepreneurs with an expert-led, peer learning group that includes classroom time, access to coworking space, and a variety of other resources to help build their social enterprise.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0103966
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08095
IRS990/ProgSrvcAccomActy3Grp/Desc0The organization provides a variety of resources to educate the community about social enterprises as a viable business concept through a variety of speaking and education programs. They also educate the public about and support legislation which assists social enterprises.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0417672
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt059754
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0719412
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt061676
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0241370
IRS990/PYOtherRevenueAmt01087
IRS990/PYProgramServiceRevenueAmt049893
IRS990/PYRevenuesLessExpensesAmt070832
IRS990/PYSalariesCompEmpBnftPaidAmt0396514
IRS990/PYTotalExpensesAmt0699560
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0770392
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-234863
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03500
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02013 Amount: 1,011 2014 Amount: 840 2015 Amount: 1,087 2016 Amount: 731
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Other Income
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0504867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0719412
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0490734
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0797396
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0123387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02635796
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0731
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01087

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,574
Liabilities
$89,809
Net assets
$48,765
Revenue
$576,216
Expenses
$811,079
Net income
-$234,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.24$0.40$0.88$0.93$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.24$0.44$1.22$0.93$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.42$0.26$0.15$0.62$0.59$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.06$0.12$0.56$0.49$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.06$0.05$0.36$0.40$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.05$0.10$0.44$0.42$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.06$0.08$0.42$0.40$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.10$0.06$0.49$0.49$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.09$0.05$0.58$0.81$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.13$0.28$0.77$0.70$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.03$0.21$0.53$0.73$0.20
2013Detailed filing. Detailed filing data is available for this year.$0.46$0.04$0.42$0.85$0.50$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.14$0.08$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.14$0.13$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits