Totals
- Total revenue
- $151,872
- Total expenses
- $118,577
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $113,581
- Investment income
- $38,291
- Other revenue
- $0
- Total assets, end of year
- $1,155,195
- Total liabilities, end of year
- $1,059,630
- Net assets or fund balances, end of year
- $95,565
- Program services expenses (Part IX)
- $114,783
- Management and general expenses
- $3,794
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $114,783
Program services were 96.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: ADVISORY FEES
total $399 · related or exempt $399
-
2b · Program service revenue: research grants/contracts
total $113,182 · related or exempt $113,182
-
3 · Investment income
total $38,291 · excluded $38,291
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $3,766 · management and general $3,766
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: OUTSIDE SERVICES
total $114,437 · program services $114,437
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $299 · program services $299
-
24c · Other expenses: MISC EXPENSES
total $60 · program services $32 · management and general $28
-
24d · Other expenses: licenses
total $15 · program services $15
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $284 · end of year $1,864
-
2 · Savings and temporary cash investments
end of year $929,272
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $232,797 · end of year $224,059
-
19 · Deferred revenue
end of year $886,818
-
25 · Other liabilities
beginning of year $170,811 · end of year $172,812
-
27 · Net assets without donor restrictions
beginning of year $62,270 · end of year $95,565
Mission and programs · 2023
Mission
SOCIAL ENTERPRISE PROPERTIES PROVIDES RESEARCH AND EDUCATION REGARDING SOCIAL ENTERPRISE. Directly or indirectly conduct, support, provide supporting resources, and/or provide financial intermediary or fiscal sponsorship services acting as a principal through wholly-owned Benefit Limited Liability Companies; and facilitate the acquisition and/or development of facilities supporting social enterprises, community benefit and related organizations
-
In 2023, Social Enterprise Group (SEG) pivoted its focus from primarily supporting nonprofits in developing social enterprises, and expanding their revenue models, to establishing itself as a community development organization. Our emphasis shifted to aiding organizations with successful programs that address the Social Determinants of Health, helping them expand their programs and facilities to maximize their social impact. To support this strategic shift, we developed three distinctive programs: Expansion Planning, Fiscal Sponsorship, and Land Banking. These service programs are essential to enabling nonprofits, for-profits, and quasi-governmental agencies to achieve their goals of impact maximization. We have discontinued all activities that are not supporting these programs. This strategic shift in focus and service program development is responsive to the markets need for specialized Program Expansion services. As a result of this change, 2024 has already shown a substantial increase in revenue and strong market momentum. Client results and referrals have underscored the success of our new approach, with steady growth in engagements across each of SEGs refined service program areas: Expansion Planning, Fiscal Sponsorship, and Land Banking. While our missionhelping those who help othersremains the same, our methods and the types of organizations we serve have evolved. This strategic shift reflects a deeper understanding of SEG's value, as we leverage our teams skills, experience, and organizational structure to maximize our clients socioeconomic impact.
Expenses $114,783
As filed on the 2023 return.
Listed in Part VII
-
EMMA DROZ
Secretary
- Total calculated
- $37,702
- From this org
- $0
- From related orgs
- $37,702
- Other
- $0
- Hours/week
- 1
-
JAMES REEB
President
- Total calculated
- $16,733
- From this org
- $0
- From related orgs
- $16,733
- Other
- $0
- Hours/week
- 20
-
JIM FREDERICK
COO
- Total calculated
- $14,650
- From this org
- $0
- From related orgs
- $14,650
- Other
- $0
- Hours/week
- 20
-
LISA WEAVER
Director
- Total calculated
- $0
- Hours/week
- 0.25
-
PETER MANDELL
Chairman
- Total calculated
- $0
- Hours/week
- 0.25
-
OTTO MONROY
Director
- Total calculated
- $0
- Hours/week
- 0.25
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · RESEARCH AND EDUCATION OF SOCIAL ENTERPR
-
SOCIAL ENTERPRISE INSTITUTE USA
501(C)(3) · RESEARCH AND EDUCATION OF SOCIAL ENTERPR
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
SOCIAL IMPACT FUNDING LLC
financial advisory and transaction support · PA
Directly controlled by SOCIAL ENTERPRISE PROPERTIES
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423199349312992
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