EQUITABLE GIVING CIRCLE (EIN 850874463) - 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

2020

Legal Domicile

Principal Officer

Alanna Joy McCreary

Phone

9715175017

Tax Period

2025-01-01 to 2025-12-31

EQUITABLE GIVING CIRCLE, founded in 2020, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2025. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $447K, a strong 26% operating margin.

Mission

Equitable Giving Circle (EGC) is a Portland-based, Black women-led organization dedicated to achieving economic equity by building Black community wealth and fostering healing. Through radical, no-strings-attached giving, EGC disrupts systemic inequality by funding community-led projects, including sustainable food security programs, housing support, and wellness initiatives

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,701,631

Program Service Revenue $0

Investment Income $642

Other Revenue $0

TOTAL REVENUE $1,702,273

Expense Breakdown

Grants Paid $637,417

Salaries & Benefits $461,169

Fundraising Expenses $50,436

Program Expenses $954,025

Other Expenses $156,437

TOTAL EXPENSES $1,255,023

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,702,273	$1,003,710	+0.7%
Expenses	$1,255,023	$1,059,593	+0.2%
Net Income	$447,250	$-55,883	-9.0%

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

105

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

$170,000

Total Directors

Key Employees

$510,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alanna McCreary	Executive Director	40	Officer Key Emp	$85,000	$85,000	$170,000
Lillian Green	Community Care Director	40	Key Emp	$85,000	$85,000	$170,000
Tamar Green	CSA Director	40	Key Emp	$85,000	$85,000	$170,000

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	$1,702,273	$1,255,023	$661,010	$447,250
2024	$1,003,710	$1,059,593	$213,760	$-55,883
2023	$1,096,923	$1,071,941	$269,643	$24,982
2022	$1,110,300	$985,319	$244,661	$124,981
2021	$1,149,913	$1,168,116	$119,680	$-18,203
2020	$1,551,269	$1,397,999	$168,576	$153,270

EQUITABLE GIVING CIRCLE