EQUITY WORKS INC (EIN 475272587) - 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

2015

Legal Domicile

Principal Officer

DEBRA GORE-MANN

Phone

5019264001

Tax Period

2023-01-01 to 2023-12-31

EQUITY WORKS INC, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $646K in total revenue in fiscal year 2023. The organization ran a surplus of $250K, a strong 39% operating margin.

Mission

THE ORGANIZATION WAS ORGANIZED TO BENEFIT AND SUPPORT THE GREENLINING INSTITUTE, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION.

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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 $644,235

Investment Income $0

Other Revenue $2,223

TOTAL REVENUE $646,458

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $356,688

Other Expenses $396,320

TOTAL EXPENSES $396,320

Year-over-Year Comparison

	2023	2022	Change
Revenue	$646,458	$653,403	0.0%
Expenses	$396,320	$793,062	-0.5%
Net Income	$250,138	$-139,659	-2.8%

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

$351,520

Total Directors

$557,526

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBRA GORE-MANN	PRESIDENT & CEO, BOARD CHAIR	1.00	Officer Director	$0	$18,604	$351,520
MARCEL EAST	SECRETARY	1.00	Director	$0	$0	$0
SUTAPA BALAJI	MEMBER AT LARGE	1.00	Director	$0	$33,200	$206,006
LUIS GRANADOS	MEMBER AT LARGE (THRU 04/23)	1.00	Director	$0	$0	$0
ROSA MARIA MARTINZEZ	MEMBER AT LARGE (THRU 04/23)	1.00	Director	$0	$0	$0
KATERINA VILLANUEVA	MEMBER AT LARGE (THRU 04/23)	1.00	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
2024	No data	No data	No data	No data
2023	$646,458	$396,320	$9,107,446	$250,138
2022	$653,403	$793,062	$9,488,310	$-139,659
2021	$644,952	$841,480	$9,464,204	$-196,528
2020	$629,766	$684,899	$9,659,541	$-55,133
2019	$866,706	$973,172	$9,710,194	$-106,466
2018	$581,208	$879,018	$9,809,810	$-297,810

EQUITY WORKS INC