CHILDREN'S EQUITY FUND

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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

MICHAEL BRANNAN

Phone

2404500011

Tax Period

2024-07-01 to 2025-06-30

CHILDREN'S EQUITY FUND, founded in 2019, is a mid-sized nonprofit in the Community Improvement sector that reported $10.9M in total revenue in fiscal year 2024. Revenue surged 504% from the prior year, signaling strong growth momentum. Expenses of $9.5M left a modest 13% surplus.

Mission

TO CHAMPION COMPREHENSIVE POLICY CHANGES AT THE FEDERAL, STATE AND LOCAL LEVELS TO CREATE LASTING SYSTEMS CHANGE THAT IMPROVES THE WELL-BEING OF CHILDREN AND FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $5,780,929

EARLY CHILDHOOD ADVOCACY AND POLICY: THE FIRST FEW YEARS OF LIFE ARE CRITICAL FOR HUMAN DEVELOPMENT AS THE BUILDING BLOCKS FOR LIFELONG LEARNING, ECONOMIC PRODUCTIVITY, HEALTH AND WELLBEING, AND...

EARLY CHILDHOOD ADVOCACY AND POLICY: THE FIRST FEW YEARS OF LIFE ARE CRITICAL FOR HUMAN DEVELOPMENT AS THE BUILDING BLOCKS FOR LIFELONG LEARNING, ECONOMIC PRODUCTIVITY, HEALTH AND WELLBEING, AND POSITIVE RELATIONSHIPS ARE FORMED DURING THIS EARLY CHILDHOOD DEVELOPMENTAL PERIOD. THE FUND WORKS WITH LOCAL AND NATIONAL ORGANIZATIONS TO IMPROVE CONDITIONS FOR YOUNG CHILDREN (BIRTH THROUGH AGE EIGHT) AND THEIR FAMILIES BY ADVANCING EQUITY-DRIVEN PUBLIC POLICIES AND SYSTEMIC CHANGE. THE FUND HAS AWARDED FUNDING TO ORGANIZATIONS THAT EXPLICITLY ADVOCATE FOR INCREASED PUBLIC INVESTMENTS IN EARLY CHILDHOOD PROGRAMS AND SERVICES, WITH ATTENTION TO HISTORICALLY MARGINALIZED POPULATIONS AND COMMUNITIES.

Program 2

Expenses: $2,401,155

HEALTHY DEMOCRACY: WHILE THE PRIMARY FOCUS OF CEF IS TO ADVANCE POSITIVE OUTCOMES FOR EARLY CHILDHOOD, THE ORGANIZATION ACKNOWLEDGES THE IMPORTANCE OF A HEALTHY DEMOCRACY AND ROBUST CIVIC ENGAGEMENT TO CREATE LASTING SYSTEMS CHANGE. HEALTHY DEMOCRACY AIMS TO ADDRESS SYSTEMIC DISENFRANCHISEMENT OF PEOPLE OF COLOR AROUND THE COUNTRY. CEF ENGAGES POLICY AND ADVOCACY PARTNERS TO INCREASE PUBLIC TURNOUT TO VOTING AND TO EDUCATE VOTERS ABOUT HOW POLICY POSITIONS IMPACT YOUNG CHILDREN AND THEIR FAMILIES. PARTNERS IN THIS SPACE WORK WITH LOCAL COMMUNITY LEADERS AND VOLUNTEERS TO EMPOWER AND EDUCATE VOTERS ABOUT THEIR RIGHTS AND VOTING OPTIONS.

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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 $0

Program Service Revenue $0

Investment Income $10,870,033

Other Revenue $0

TOTAL REVENUE $10,870,033

Expense Breakdown

Grants Paid $6,931,750

Salaries & Benefits $1,020,379

Fundraising Expenses $0

Program Expenses $8,182,084

Other Expenses $1,515,113

TOTAL EXPENSES $9,467,242

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,870,033	$1,800,083	+5.0%
Expenses	$9,467,242	$11,484,106	-0.2%
Net Income	$1,402,791	$-9,684,023	-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

$1,458,783

Total Directors

Key Employees

$200,961

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA BAINUM	BOARD CHAIR	1.00	Director	$0	$0	$0
SCOTT RENSCHLER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
BRAD BAINUM	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ALAINA BEVERLY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ROXANA NOROUZI	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DAVID DANIELS	PRESIDENT	4.00	Officer	$74,004	$98,695	$796,731
MAE CHEUNG	PART-YEAR SECRETARY	6.00	Officer	$44,008	$32,029	$285,708
MICHAEL BRANNAN	TREASURER AND CFO	1.00	Officer	$17,658	$58,788	$376,344
AIMEE STEWART	PART-YEAR SECRETARY	0.00	Officer	$0	$0	$0
JOHN GRANT	DIR. , PROGRAM & OPERATIONS	40.00	Key Emp	$180,192	$16,862	$200,961
REBECCA CISEK	CHIEF IMPACT OFFICER	2.00	Highest	$21,767	$25,096	$281,820
ANGELA DEEDS	SENIOR DIR. OF FINANCE	2.00	Highest	$17,191	$31,849	$331,620
MARICA COX MITCHELL	CHIEF PROGRAM OFFICER	1.00	Highest	$3,479	$54,119	$344,048
CLARA NORTHINGTON	VP OF HUMAN RESOURCES	2.00	Highest	$21,056	$55,102	$265,964
KELLY SMITH	DIR. OF COMMUNICATIONS	4.00	Highest	$22,697	$21,432	$191,060

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	$10,870,033	$9,467,242	$114,354,450	$1,402,791
2024	$1,800,083	$11,484,106	$115,732,034	$-9,684,023
2023	$2,430,629	$4,764,606	$120,585,585	$-2,333,977
2022	$5,367,320	$4,225,473	$119,106,554	$1,141,847
2021	$261,292	$490,695	$126,073,605	$-229,403