SOCIAL ENTERPRISES TRUST INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOCIAL ENTERPRISES TRUST INC (EIN 20-1452405)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-13
- IRS object ID
- 202202569349302250
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-13T18:56:06-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061648707 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIONDELLA MILONE & LASARACINA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WINDING BROOK DR STE 1 | AddressLine1Txt |
| City | GLASTONBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201452405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIAL ENTERPRISE TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 8605609120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1429 PARK STREET SUITE 114 | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH BODLEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8605609120 | PhoneNum |
| Signature | 2022-07-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | BODLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER D TUCKER | PreparerPersonNm |
| PTIN | P01593305 | PTIN |
| Phone | 8606573651 | PhoneNum |
| Preparation | 2022-09-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARAH BODLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1429 PARK STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $562,164 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOCIALENTERPRISETRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Activity Or Mission | TO ADVANCE THE SOCIAL ENTERPRISE SECTOR. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 58 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $315,335 | PYContributionsGrantsAmt |
| CY Contributions Grants | $491,946 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,783 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $63,195 | CYProgramServiceRevenueAmt |
| PY Investment Income | $68 | PYInvestmentIncomeAmt |
| CY Investment Income | $23 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,000 | PYOtherRevenueAmt |
| CY Other Revenue | $7,000 | CYOtherRevenueAmt |
| PY Total Revenue | $357,186 | PYTotalRevenueAmt |
| CY Total Revenue | $562,164 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $185,604 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $256,033 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $35,317 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $214,247 | PYOtherExpensesAmt |
| CY Other Expenses | $235,433 | CYOtherExpensesAmt |
| PY Total Expenses | $399,851 | PYTotalExpensesAmt |
| CY Total Expenses | $491,466 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$42,665 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $70,698 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $114,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $188,227 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,609 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,655 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,874 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $123,572 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE THE SOCIAL ENTERPRISE SECTOR. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $133,910 | ExpenseAmt |
| Desc | IMPACT ACCELERATOR PROGRAM: THE ORGANIZATION RUNS A FOUR MONTH 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 BUSINESS. IN 2021, 14 BUSINESSES PARTICIPATED IN THE PROGRAM, WHICH CULMINATED IN A VIRTUAL VENTURE SHOWCASE WHERE THE TOP 5 COMPANIES PITCHED TO AN AUDIENCE OF OVER 120 ONLINE GUESTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $95,753 | ExpenseAmt |
| Desc | FOOD INCUBATOR: THE ORGANIZATION OFFERS A 12-WEEK PROGRAM DESIGNED FOR CULINARY ENTREPRENEURS PREPARED TO LAUNCH THEIR BUSINESS. THE COURSE INCLUDES WEEKLY SEMINARS, PEER LEARNING, MENTORSHIP AND GUEST SPEAKERS, AS WELL AS ACCESS TO COWORKING SPACE AND COACHING. THE 2021 FOOD INCUBATOR SUPPORTED 17 BUSINESSES, AND CULMINATED IN AN ONLINE PITCH EVENT WITH OVER 100 ATTENDEES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $63,564 | ExpenseAmt |
| Desc | CONFERENCES AND COMMUNITY OUTREACH: THE ORGANIZATION PROVIDES A VARIETY OF RESOURCES TO EDUCATE THE COMMUNITY ABOUT SOCIAL ENTERPRISE AS A VIABLE BUSINESS CONCEPT, INCLUDING THE BEYOND BUSINESS AS USUAL CONFERENCE AND A VARIETY OF OTHER SPEAKING AND EDUCATION PROGRAMS. EXPERTISE IS FREQUENTLY PROVIDED BY VOLUNTEERS PROVIDING IN-KIND SUPPORT AS GUEST SPEAKERS, MENTORS, AND JUDGES. IN 2021, THE ORGANIZATION HOSTED 24 EVENT ONLINE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $95,452 | ExpenseAmt |
| Desc | OTHER PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $95,452 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $388,679 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | false | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH BODLEY | PersonNm |
| Phone | 8605609120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1429 PARK STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SARAH BODLEY | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | Yes (X) | $78,359 | $0 | $393 |
| MIKE BROODER | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| NATE DUDEK | ||||||
| CHAIR | 12.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENN T GRACE | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA DIANA HABER | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| VIJAY LAKNIDHI | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALI LAZOWSKI | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| PETER LEE | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MENARD | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| GUILAINE MENEFEE | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID O'LEARY | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| TARA SPAIN | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $78,359 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $393 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $173,357 | GovernmentGrantsAmt |
| All Other Contributions | $318,589 | AllOtherContributionsAmt |
| Total Contributions | $491,946 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CO-WORKING FEES | $49,826 | $49,826 |
| TUITION/COURSE FEES | $13,369 | $13,369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $63,195 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23 | TotalRevenueColumnAmt |
| Exclusion | $23 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $7,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $562,164 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70,195 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $23 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,359 | TotalAmt |
| Program Services | $64,308 | ProgramServicesAmt |
| Management And General | $3,607 | ManagementAndGeneralAmt |
| Fundraising | $10,444 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,406 | TotalAmt |
| Program Services | $120,973 | ProgramServicesAmt |
| Management And General | $6,786 | ManagementAndGeneralAmt |
| Fundraising | $19,647 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,845 | TotalAmt |
| Program Services | $11,300 | ProgramServicesAmt |
| Management And General | $638 | ManagementAndGeneralAmt |
| Fundraising | $907 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,423 | TotalAmt |
| Program Services | $14,299 | ProgramServicesAmt |
| Management And General | $802 | ManagementAndGeneralAmt |
| Fundraising | $2,322 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,814 | TotalAmt |
| Program Services | $12,105 | ProgramServicesAmt |
| Management And General | $31,709 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,993 | TotalAmt |
| Program Services | $59,791 | ProgramServicesAmt |
| Management And General | $11,202 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,428 | TotalAmt |
| Program Services | $11,265 | ProgramServicesAmt |
| Management And General | $564 | ManagementAndGeneralAmt |
| Fundraising | $599 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,940 | TotalAmt |
| Program Services | $52,956 | ProgramServicesAmt |
| Management And General | $3,984 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74 | TotalAmt |
| Management And General | $74 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $878 | TotalAmt |
| Management And General | $878 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,110 | TotalAmt |
| Management And General | $4,110 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OPERATIONS | $29,345 | $25,873 | $2,074 | $1,398 |
| EVENT | $8,865 | $8,865 | ||
| IMPACT AWARDS | $4,868 | $4,868 | ||
| MARKETING AND DEVELOPMENT | $3,118 | $2,076 | $1,042 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,466 | TotalAmt |
| Program Services | $388,679 | ProgramServicesAmt |
| Management And General | $67,470 | ManagementAndGeneralAmt |
| Fundraising | $35,317 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,911 | BOYAmt |
| EOY | $141,313 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $43,255 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,025 | BOYAmt |
| EOY | $994 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,812 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,147 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547 | BOYAmt |
| EOY | $2,665 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,483 | BOYAmt |
| EOY | $188,227 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,944 | BOYAmt |
| EOY | $56,010 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,665 | BOYAmt |
| EOY | $8,645 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,609 | BOYAmt |
| EOY | $64,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$39,875 | BOYAmt |
| EOY | $8,286 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,749 | BOYAmt |
| EOY | $115,286 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,874 | BOYAmt |
| EOY | $123,572 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,483 | BOYAmt |
| EOY | $188,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $70,698 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $445,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $365,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $393,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $270,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $491,946 | CurrentTaxYearAmt |
| Total | $1,967,549 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $445,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $365,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $393,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $270,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $491,946 | CurrentTaxYearAmt |
| Total | $1,967,549 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $547,929 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,419,620 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23 | CurrentTaxYearAmt |
| Total | $376 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,967,925 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $70,195 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,147 | DepreciationAmt |
| Book Value | $2,665 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,665 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $587,489 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $25,325 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $25,325 | RevenueNotReportedAmt |
| Revenue Subtotal | $562,164 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $562,164 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $516,791 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $25,325 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $25,325 | ExpensesNotReportedAmt |
| Expenses Subtotal | $491,466 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $491,466 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS RECEIVED AN EXEMPTION FROM THE INTERNAL REVENUE SERVICE (IRS) FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS REQUIRED TO MAKE THE APPROPRIATE TAX PAYMENTS ON ANY INCOME CONSIDERED UNRELATED TO ITS EXEMPT PURPOSE. THE ORGANIZATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WHICH IS SUBJECT TO EXAMINATION BY THE IRS UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES. THE ORGANIZATION IS NO LONGER SUBJECT TO REVIEW FOR YEARS ENDED PRIOR TO DECEMBER 31, 2018. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WALKER GROOUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD CHAIRMAN | RelationshipDescriptionTxt |
| Transaction | CHAIRMAN IS OWNER | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: THE WALKER GROUP (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD CHAIRMAN OF ORGANIZATION IS CEO AND 100% OWNER OF THE WALKER GROUP (C) DESCRIPTION OF TRANSACTION: PAID TO THE WALKER GROUP FOR CERTAIN TECHNOLOGY CONSULTING, WEB DESIGN, AND IT SERVICES | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAMS |
| FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO ANYONE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES 59,791 11,202 0 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIAL ENTERPRISE INVESTMENT FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1429 PARK STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TO INVEST | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Total Income | $23 | TotalIncomeAmt |
| End Of Year Assets | $54,606 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIAL | BusinessNameLine1Txt |
| Business Name Line2 | ENTERPRISE TRUST INC | BusinessNameLine2Txt |