THE EQUITY INSTITUTE (EIN 834472785) - 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

2019

Legal Domicile

Principal Officer

KARLA VIGIL

Phone

4012820000

Tax Period

2024-01-01 to 2024-12-31

THE EQUITY INSTITUTE, founded in 2019, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2024.

Mission

EQUITY INSTITUTE IS AN EDUCATION-BASED NONPROFIT ORGANIZATION THAT PARTNERS WITH SCHOOLS AND COMMUNITIES TO DEVELOP EQUITABLE AND SUSTAINABLE LEARNING ENVIRONMENTS.

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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 $1,232,476

Program Service Revenue $225,861

Investment Income $8,407

Other Revenue $0

TOTAL REVENUE $1,466,744

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,018,125

Fundraising Expenses $128,021

Program Expenses $1,010,246

Other Expenses $443,739

TOTAL EXPENSES $1,461,864

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,466,744	$1,397,959	+0.0%
Expenses	$1,461,864	$1,592,844	-0.1%
Net Income	$4,880	$-194,885	-1.0%

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

$359,575

Total Directors

$359,575

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARLA VIGIL	EXECUTIVE DIRECTOR	40.00	Officer Director	$171,454	$29,855	$201,309
CARLON HOWARD	SECRETARY/CHIEF IMPACT OFF	40.00	Officer Director	$147,462	$10,804	$158,266
CHRISTINA TURNER	CHAIR	1.00	Officer Director	$0	$0	$0
ASHLIE GRILZ	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
DOUGLAS JOHNSON	TREASURER	1.00	Officer Director	$0	$0	$0
DORIEN TOKU AGYAPON	MEMBER	1.00	Director	$0	$0	$0
KATYA RODRIGUEZ ROMAN	CHIEF OF STAFF	40.00	Highest	$103,044	$9,389	$112,433

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	$1,466,744	$1,461,864	$1,354,828	$4,880
2023	$1,397,959	$1,592,844	$1,356,530	$-194,885
2022	$1,836,550	$1,431,996	$1,548,512	$404,554
2021	$1,884,009	$1,530,661	$1,132,249	$353,348
2020	$1,210,745	$689,541	$771,425	$521,204
2020	$1,210,745	$689,542	$771,424	$521,203
2019	$269,063	$38,180	$230,883	$230,883

THE EQUITY INSTITUTE