THE EQUITY AND EXCELLENCE INSTITUTE INC

EIN: 843980843 501(c)(3)

BOSTON, MA

Total Revenue
$179,003
Total Expenses
$175,426
Total Assets
$3,577
Net Assets
$3,577
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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
2021
Legal Domicile
MA
Principal Officer
DOUGLAS REEVES
Phone
7817109633
Tax Period
2021-01-01 to 2021-12-31

THE EQUITY AND EXCELLENCE INSTITUTE INC, founded in 2021, is a small nonprofit that reported $179K in total revenue in fiscal year 2021.

Mission

THE MISSION OF THE EQUITY AND EXCELLENCE INSTITUTE IS TO BRING THE LATEST AND BEST PROFESSIONAL LEARNING ON EQUITY AND EDUCATIONAL EXCELLENCE TO SCHOOLS AROUND THE WORLD.

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $32,000
Program Service Revenue $147,000
Investment Income $3
Other Revenue $0
TOTAL REVENUE $179,003

Expense Breakdown

Grants Paid $10,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $175,000
Other Expenses $165,426
TOTAL EXPENSES $175,426

Year-over-Year Comparison

2021 2020 Change
Revenue $179,003 N/A N/A
Expenses $175,426 N/A N/A
Net Income $3,577 N/A N/A
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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
N/A

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DOUGLAS REEVES PRESIDENT 2.00
Officer Director
$0 $0 $0
MARGARET LUSH TREASURER 2.00
Officer Director
$0 $0 $0
LORI MADRID CLERK 2.00
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
2021 $179,003 $175,426 $3,577 $3,577
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