Tax-exempt organization ยท Files a Form 5500
SOCIAL FINANCE INC
2 ATLANTIC AVE 5TH FLOOR, BOSTON, MA 02110-3976
EIN
27-4620963
Tax-exempt status
501(c)(3) charitable, religious, educational
IRS · 2026-09
Deductibility
Contributions are deductible
IRS · 2026-09
Foundation classification
Publicly supported charity (170(b)(1)(A)(vi))
IRS · 2026-09
IRS ruling date
2012-02
IRS · 2026-09
NTEE code
P12
IRS · 2026-09
Latest tax period on file
2024-12
IRS · 2026-09
Revenue (latest 990)
$79,102,825
IRS · 2026-09
Assets (latest 990)
$194,299,108
IRS · 2026-09
Benefit plan 501, 2024 filing
SOCIAL FINANCE GROUP BENEFITS PLAN
DOL · 2025-10-09
Participants (start of year)
119
DOL · 2025-10-09
Plan features
code 4A4B4D4E4H4F4Q
DOL · 2025-10-09
Plan type
Single-employer plan
DOL · 2025-10-09
Business code (NAICS)
541600
DOL · 2025-10-09
Benefit plan 1, 2024 filing
SOCIAL FINANCE, INC. 403(B) PLAN
DOL · 2025-09-10