EQUAL PARTNERS INC (EIN 223659760) - 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

1999

Legal Domicile

Principal Officer

KATINA BODIE

Phone

6097848475

Tax Period

2023-10-01 to 2024-09-30

EQUAL PARTNERS INC, founded in 1999, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

PROVIDING HOUSING AND LIMITED ASSISTANCE TO PERSONS WITH DISABILITIES

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,258,454

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,258,454

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,021,055

Fundraising Expenses $0

Program Expenses $1,243,281

Other Expenses $222,226

TOTAL EXPENSES $1,243,281

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,258,454	$1,138,908	+0.1%
Expenses	$1,243,281	$1,321,513	-0.1%
Net Income	$15,173	$-182,605	-1.1%

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

Volunteers

N/A

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

$176,838

Total Directors

$151,879

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATINA BODIE	PRESIDENT	040.00	Officer	$176,838	$0	$176,838
RITA POWELL	VICE PRESIDENT	N/A	Officer	$0	$0	$0
NOLAN JAMES CPA	TREASURER	N/A	Director	$0	$0	$0
JENNIFER JACK	SECRETARY	N/A	Director	$151,879	$0	$151,879
NICHOLE GIBSON	TRUSTEE	N/A	Director	$0	$0	$0

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	$1,258,454	$1,243,281	$570,395	$15,173
2023	$1,138,912	$1,321,513	$481,064	$-182,601
2022	$1,067,005	$1,232,559	$733,753	$-165,554
2021	$1,238,399	$1,113,196	$937,227	$125,203
2020	$1,100,188	$960,327	$823,213	$139,861
2019	$951,749	$719,919	$693,533	$231,830
2018	$812,240	$796,146	$486,772	$16,094

EQUAL PARTNERS INC