Aequitas Education (EIN 831080761) - 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

2017

Legal Domicile

Principal Officer

Patrick T Mason

Phone

5058629498

Tax Period

2023-01-01 to 2023-12-31

Aequitas Education, founded in 2017, is a small nonprofit in the Education sector that reported $719K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $414K, a strong 58% operating margin.

Mission

Supporting high-quality education in the liberal arts for all people with classical learning, high expectations, moral character and civic virtue.

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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 $5,045

Program Service Revenue $0

Investment Income $0

Other Revenue $714,164

TOTAL REVENUE $719,209

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250,331

Other Expenses $305,518

TOTAL EXPENSES $305,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$719,209	$542,741	+0.3%
Expenses	$305,518	$672,748	-0.5%
Net Income	$413,691	$-130,007	-4.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patrick T Mason	President	12.00	Officer Director	$0	$0	$0
Michael D Byrne	Vice President	0.50	Officer Director	$0	$0	$0
Shane Terrill	Secretary/Tres.	0.50	Officer 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	$719,209	$305,518	$8,540,718	$413,691
2022	$542,741	$672,748	$7,740,158	$-130,007
2021	$643,296	$417,588	$7,972,232	$225,708
2020	$649,019	$511,476	$4,385,414	$137,543
2020	$1,397,741	$695,982	$7,993,027	$701,759
2019	$470,227	$419,165	$886,322	$51,062

Aequitas Education