The Marie Equi Institute (EIN 813390559) - 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

2018

Legal Domicile

Principal Officer

KATIE COX

Phone

5034592584

Tax Period

2024-01-01 to 2024-12-31

The Marie Equi Institute, founded in 2018, is a community nonprofit in the Health Care sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 597% from the prior year, signaling strong growth momentum. The organization ran a surplus of $636K, a strong 30% operating margin.

Mission

TO ENRICH THE HEALTH OF THE TRANS, QUEER, GENDER DIVERSE AND INTERSEX COMMUNITIES THROUGH TRAUMA-INFORMED CARE, CULTURALLY AFFIRMING CARE AND SOCIAL JUSTICE ADVOCACY.

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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 $2,105,774

Program Service Revenue $0

Investment Income $320

Other Revenue $3,631

TOTAL REVENUE $2,109,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $810,735

Fundraising Expenses $9,954

Program Expenses $1,331,678

Other Expenses $662,770

TOTAL EXPENSES $1,473,505

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,109,725	$302,699	+6.0%
Expenses	$1,473,505	$790,563	+0.9%
Net Income	$636,220	$-487,864	-2.3%

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

$96,826

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE COX	Executive Dir.	40.00	Officer	$90,207	$6,619	$96,826
EMILY RUFF	CHAIR	3.00	Director	$0	$0	$0
KATIE MANNAN	Director	3.00	Director	$0	$0	$0
AUDREY BERMAN	Director	3.00	Director	$0	$0	$0
SARA JADE WEBB	Director	3.00	Director	$0	$0	$0
KELSEY HUBER	Director	3.00	Director	$0	$0	$0
AMY CURTIS	Director	3.00	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	$2,109,725	$1,473,505	$1,963,527	$636,220
2023	$302,699	$790,563	$420,370	$-487,864
2022	$529,599	$479,525	$918,770	$50,074
2021	$392,582	$378,989	$93,507	$13,593
2019	$212,132	$148,036	$66,402	$64,096

The Marie Equi Institute