IMMIGRATION EQUALITY (EIN 133802711) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

AARON MORRIS

Phone

2127142904

Tax Period

2024-01-01 to 2024-12-31

IMMIGRATION EQUALITY, founded in 1994, is a community nonprofit in the Civil Rights & Advocacy sector that reported $3.6M in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 31% operating margin.

Mission

IMMIGRATION EQUALITY PROMOTES JUSTICE AND EQUALITY FOR LESBIAN, GAY, BISEXUAL, TRANSGENDER, QUEER, AND HIV-POSITIVE IMMIGRANTS THROUGH DIRECT LEGAL SERVICES, POLICY ADVOCACY, AND IMPACT LITIGATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,520,192

Program Service Revenue $0

Investment Income $61,647

Other Revenue $9,050

TOTAL REVENUE $3,590,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,027,331

Fundraising Expenses $496,336

Program Expenses $1,813,574

Other Expenses $427,961

TOTAL EXPENSES $2,476,892

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,590,889	$2,067,979	+0.7%
Expenses	$2,476,892	$2,353,728	+0.1%
Net Income	$1,113,997	$-285,749	-4.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$168,195

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN FLIPPEN	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
ALBERT CHEN	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN KING	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID FLECHNER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID MOONEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DORIAN NEEDHAM	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
HENRY HARDING	BOARD MEMBER	1.00	Director	$0	$0	$0
ILON RINCON PORTAS	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA M KLEIN	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
JORDAN BACKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LEONE KRAUS	BOARD MEMBER	1.00	Director	$0	$0	$0
NAVIN MANGLANI	BOARD MEMBER	1.00	Director	$0	$0	$0
OLIVER ANENE	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILIP MCCARTHY	BOARD MEMBER	1.00	Director	$0	$0	$0
RANDY L FEUERSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANTI SADTLER CONWAY	BOARD MEMBER	1.00	Director	$0	$0	$0
SIMBA MACHONA	BOARD MEMBER (THRU AUG 2024)	1.00	Director	$0	$0	$0
SUSANNE KANDEL	BOARD MEMBER	1.00	Director	$0	$0	$0
TANISHA MASSIE	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON MORRIS	EXECUTIVE DIRECTOR	39.66	Officer	$154,196	$13,999	$168,195
JAIME BAYO	DEVELOPMENT DIRECTOR	39.00	Highest	$132,550	$13,350	$145,900
JENNIFER CARREL PICERNO	DEPUTY DIRECTOR	39.00	Highest	$123,753	$32,448	$156,201
BRIDGET CRAWFORD	LEGAL DIRECTOR	39.00	Highest	$112,358	$32,098	$144,456
KRISTEN THOMPSON	COMMUNICATIONS DIRECTOR	39.00	Highest	$100,551	$3,008	$103,559

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$3,590,889	$2,476,892	$2,617,708	$1,113,997
2023	$2,067,979	$2,353,728	$1,515,124	$-285,749
2022	$2,600,429	$2,115,642	$1,785,624	$484,787
2021	$2,381,550	$1,975,273	$1,602,488	$406,277
2020	$1,484,369	$1,820,000	$923,439	$-335,631
2019	$2,188,582	$1,993,656	$1,219,730	$194,926
2018	$1,431,552	$1,842,043	$1,066,319	$-410,491

IMMIGRATION EQUALITY