EQUALITY PENNSYLVANIA EDUCATION FUND (EIN 232848883) - 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

1996

Legal Domicile

Principal Officer

KIRA KINSMAN

Phone

2157311447

Tax Period

2017-07-01 to 2018-06-30

EQUALITY PENNSYLVANIA EDUCATION FUND, founded in 1996, is a small nonprofit that reported $234K in total revenue in fiscal year 2017. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $208K left a modest 11% surplus.

Mission

LEGAL & PUBLIC POLICY ADVOCACY SEEKING EQUALITY FOR GAY, LESBIAN, BISEXUAL AND TRANSGENDER (LGBT) PENNSYLVANIANS.

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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 (2017)

Revenue Breakdown

Contributions & Grants $224,243

Program Service Revenue $0

Investment Income $0

Other Revenue $9,609

TOTAL REVENUE $233,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,476

Fundraising Expenses $23,381

Program Expenses $157,954

Other Expenses $135,418

TOTAL EXPENSES $207,894

Year-over-Year Comparison

	2017	2016	Change
Revenue	$233,852	$361,252	-0.4%
Expenses	$207,894	$577,865	-0.6%
Net Income	$25,958	$-216,613	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA DOUGHERTY	PRESIDENT	2.00	Officer Director	$0	$0	$0
MASON LANE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KIRA KINSMAN	TREASURER	2.00	Officer Director	$0	$0	$0
DONALD MACLEOD	BOARD MEMBER	2.00	Director	$0	$0	$0
MARLENE KANUCK	BOARD MEMBER	2.00	Director	$0	$0	$0
JORDI COMAS	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON HENRY	BOARD MEMBER	2.00	Director	$0	$0	$0
ENRIQUE MARQUEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
STERLING JOHNSON	BOARD MEMBER	2.00	Director	$0	$0	$0
ROSEMARY BROWN	BOARD MEMBER	2.00	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
2018	$233,852	$207,894	$24,375	$25,958

EQUALITY PENNSYLVANIA EDUCATION FUND