SOCIAL ENTERPRISES TRUST INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SOCIAL ENTERPRISES TRUST INC (EIN 20-1452405)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-08
- IRS object ID
- 201432209349301118
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-08T14:00:07-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WINDING BROOK DRIVE | AddressLine1 |
| City | GLASTONBURY | City |
| State | CT | State |
| ZIP Code | 06033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 99 PRATT STREET | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06103 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REVELL HORSEY | PersonNm |
| Person Title | INTERIM EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8605609120 | PhoneNum |
| Signature | 2014-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00635577 | PTIN |
| Phone | 8606573651 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | KATE EMERY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 PRATT STREET | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $850,298 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOCIALENTERPRISETRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE, PRESERVE, AND PROTECT SOCIAL ENTERPRISE AS A VIABLE CONCEPT AND BUSINESS REALITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $123,387 | PYContributionsGrantsAmt |
| CY Contributions Grants | $797,396 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,202 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $51,891 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,004 | PYOtherRevenueAmt |
| CY Other Revenue | $1,011 | CYOtherRevenueAmt |
| PY Total Revenue | $144,593 | PYTotalRevenueAmt |
| CY Total Revenue | $850,298 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $50,165 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $76,588 | PYOtherExpensesAmt |
| CY Other Expenses | $467,707 | CYOtherExpensesAmt |
| PY Total Expenses | $76,588 | PYTotalExpensesAmt |
| CY Total Expenses | $499,707 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $68,005 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $350,591 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $113,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $461,513 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,541 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $113,846 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $416,972 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE, PRESERVE, AND PROTECT SOCIAL ENTERPRISE AS A VIABLE CONCEPT AND BUSINESS REALITY. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,501 | ExpenseAmt |
| Grant | $13,000 | GrantAmt |
| Revenue | $33,715 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,069 | ExpenseAmt |
| Revenue | $10,502 | RevenueAmt |
| Desc | THE 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $287,825 | ExpenseAmt |
| Grant | $19,000 | GrantAmt |
| Revenue | $8,685 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES A VARIETY OF RESOURCES TO EDUCATE THE COMMUNITY ABOUT SOCIAL ENTERPRISE 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $330,395 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | 0 | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM HOFFERTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8605609120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 PRATT STREET | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| CARY WHEATON | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID FEARON | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA PALOMBA | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA SODIPO | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TED CARROLL | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JIM CARTER | ||||||
| TREASURER | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JUDY GREIMAN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATE EMERY | ||||||
| CHAIRMAN | 24.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MALLY COX-CHAPMAN | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW O'CONNOR | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MARTONE | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THEA MONTANEZ | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WALKER GROUP | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WATERSIDE DRIVE | AddressLine1 |
| City | FARMINGTON | City |
| State | CT | State |
| ZIP Code | 06032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT, CONSULTING, IT SERVICES | ServicesDesc |
| Compensation | $321,010 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $548,676 | GovernmentGrantsAmt |
| All Other Contributions | $248,720 | AllOtherContributionsAmt |
| Noncash Contributions | $20,449 | NoncashContributionsAmt |
| Total Contributions | $797,396 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | BusinessBusinessCd |
|---|---|---|---|
| EVENT SPONSORS - SOCIA | $28,850 | $28,850 | |
| TUITION/COURSE FEES | $10,502 | $10,502 | 611430 |
| CO-WORKING FEES | $6,424 | $6,424 | |
| TICKET SALES/CONFERENC | $4,865 | $4,865 | |
| WORKSHOPS | $1,250 | $1,250 | 611430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $51,891 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $1,011 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,011 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,011 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $850,298 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,902 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,000 | TotalAmt |
| Program Services | $32,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,965 | TotalAmt |
| Program Services | $166,728 | ProgramServicesAmt |
| Management And General | $28,237 | ManagementAndGeneralAmt |
| Fundraising | $50,000 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328 | TotalAmt |
| Management And General | $328 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,738 | TotalAmt |
| Management And General | $6,738 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,400 | TotalAmt |
| Management And General | $37,400 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,500 | TotalAmt |
| Management And General | $3,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,814 | TotalAmt |
| Program Services | $2,703 | ProgramServicesAmt |
| Management And General | $3,111 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,495 | TotalAmt |
| Program Services | $17,421 | ProgramServicesAmt |
| Management And General | $3,074 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,667 | TotalAmt |
| Program Services | $35,417 | ProgramServicesAmt |
| Management And General | $6,250 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695 | TotalAmt |
| Management And General | $695 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,348 | TotalAmt |
| Management And General | $11,348 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,095 | TotalAmt |
| Management And General | $3,095 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM EXPENSE | $31,554 | $27,911 | $3,643 |
| COMMUNICATIONS & DEVELO | $17,834 | $15,133 | $2,701 |
| FACILITIES EXPENSE | $12,893 | $10,959 | $1,934 |
| COMPUTER EXPENSE | $10,466 | $9,006 | $1,460 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,915 | TotalAmt |
| Program Services | $13,117 | ProgramServicesAmt |
| Management And General | $5,633 | ManagementAndGeneralAmt |
| Fundraising | $165 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,707 | TotalAmt |
| Program Services | $330,395 | ProgramServicesAmt |
| Management And General | $119,147 | ManagementAndGeneralAmt |
| Fundraising | $50,165 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,846 | BOYAmt |
| EOY | $316,675 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $88,125 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $66,100 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,348 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $54,752 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,846 | BOYAmt |
| EOY | $461,513 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $28,406 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,396 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $11,739 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $44,541 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,846 | BOYAmt |
| EOY | $335,591 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $81,381 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,846 | BOYAmt |
| EOY | $416,972 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,846 | BOYAmt |
| EOY | $461,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $350,591 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $47,437 | DonatedServicesAndUseFcltsAmt |
| Prior Period Adjustments | -$47,465 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$47,437 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $797,396 | CurrentTaxYearAmt |
| Total | $1,056,024 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $797,396 | CurrentTaxYearAmt |
| Total | $1,056,024 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $124,577 | SubstantialContributorsTotAmt |
| Public Support Total170 | $931,447 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,011 | CurrentTaxYearAmt |
| Total | $1,011 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,057,035 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $51,891 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58990 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,850 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,695 | DepreciationAmt |
| Book Value | $42,155 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,653 | DepreciationAmt |
| Book Value | $12,597 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,752 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FISCAL SPONSORSHIP PAYABLES | Desc |
| Amt | $11,739 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,739 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENSHARE TECHNOLOGY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 PARK STREET | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 273987495 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $15,300 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | FOR BUSINESS ASSISTANCE | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MADE GRANTS ALL IN THE CONTEXT OF THE SOCIAL ENTERPRISE CHALLENGE HELD IN THE FALL OF EACH YEAR. THE GRANTS ARE MADE TO THE BUSINESSES THAT ARE SELECTED BY AN INDEPENDENT PANEL OF JUDGES AS THE MOST PROMISING BASED ON THE CRITERIA ESTABLISHED. THE ORGANIZATION MAINTAINS ACTIVE DIALGOUE WITH AWARD RECIPIENTS TO FOLLOW THEIR PROGRESS AND TO PROVIDE ONGOING BUSINESS COACHING AND MENTORING ASSISTANCE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| THE WALKER GROUP | |||
| CHAIRMAN OF ORGANIZATION IS CEO AND 100% OWNER OF THE WALKER GROUP | $282,365 | MANAGEMENT FEES PAID TO THE WALKER GROUP FOR THE SERVICES OF THEIR EMPLOYEES | 0 |
| THE WALKER GROUP | |||
| CHAIRMAN OF ORGANIZATION IS CEO AND 100% OWNER OF THE WALKER GROUP | $36,729 | PAID TO THE WALKER GROUP FOR CERTAIN TECHNOLOGY CONSULTING, WEB DESIGN, AND IT SERVICES | 0 |
| THE WALKER GROUP | |||
| CHAIRMAN OF ORGANIZATION IS CEO AND 100% OWNER OF THE WALKER GROUP | $35,721 | REIMBURSED THE WALKER GROUP FOR PURCHASES OF SUPPLIES, EQUIPMENT AND OTHER MISCELLANEOUS EXPENSES MADE ON BEHALF OF THE ORGANIZATION | 0 |
| (no name) | |||
| 0 | |||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | THE ORGANIZATION HAS ESTABLISHED A SOCIAL ENTERPRISE INVESTMENT FUND WHOSE MISSION IS TO INVEST IN AND PROVIDE FUNDING TO SOCIAL ENTERPRISES OR OTHER ORGANIZATIONS SERVING A SOCIAL PURPOSE. THE INVESTMENT OBJECTIVE OF THE SEIF IS TO PROVIDE LOANS TO EXISTING AND START-UP SOCIAL ENTERPRISES THAT ARE SEEKING FINANCING TO MAINTAIN AND/OR GROW THEIR BUSINESSES. |
| 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. |
| FORM 990, PART XI, LINE 9: | DONATED SERVICES -47,437. |
| FORM 990, PART XII, LINE 1: | THE ORGANIZATION CHANGED ITS METHOD OF ACCOUNTING USED TO PREPARE THE FORM 990 AND THE REVIEWED FINANCIAL STATEMENTS FROM CASH BASIS TO ACCRUAL BASIS IN 2013. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIAL ENTERPRISE INVESTMENT FUND LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 PRATT STREET | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TO INVEST IN BUSINESSES AND ENTITIES THAT ARE SOCIAL ENTERPRISES | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Total Income | $82,936 | TotalIncomeAmt |
| End Of Year Assets | $81,381 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIAL ENTERPRISE TRUST INC | BusinessNameLine1 |