AEQUO FOUNDATION INC (EIN 853667734) - 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

ERNST VALERY

Phone

4109625460

Tax Period

2023-01-01 to 2023-12-31

AEQUO FOUNDATION INC, founded in 2020, is a small nonprofit in the Education sector that reported $403K in total revenue in fiscal year 2023. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $154K, a strong 38% operating margin.

Mission

TO SUPPORT EMERGING REAL-ESTATE DEVELOPERS OF NON-TRADITIONAL BACKGROUNDS (SUCH AS MINORITIES, WOMEN AND IMMIGRANTS) WHO SEEK TO ADVANCE IN THE REAL ESTATE FIELD

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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 $972,583

Program Service Revenue $194,057

Investment Income $80,019

Other Revenue $-843,995

TOTAL REVENUE $402,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $225,229

Other Expenses $248,812

TOTAL EXPENSES $248,812

Year-over-Year Comparison

	2023	2022	Change
Revenue	$402,664	$205,317	+1.0%
Expenses	$248,812	$25,230	+8.9%
Net Income	$153,852	$180,087	-0.1%

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

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
ERNST VALERY	PRESIDENT	10.00	Officer Director	$0	$0	$0
JILL DUN	SECRETARY	5.00	Officer Director	$0	$0	$0
CAREN LICHTER	TREASURER	5.00	Officer Director	$0	$0	$0
DAVID ALEXANDER	DIRECTOR	1.00	Director	$0	$0	$0
JALAL GREEN	DIRECTOR	1.00	Director	$0	$0	$0
ANNE NELSON	DIRECTOR	1.00	Director	$0	$0	$0
TREVOR PARHAM	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT PIPIK	DIRECTOR	1.00	Director	$0	$0	$0
ALEKSANDR SUURNA	DIRECTOR	1.00	Director	$0	$0	$0
DANA VALERY	DIRECTOR	1.00	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	$402,664	$248,812	$15,605,845	$153,852
2022	$205,317	$25,230	$1,006,687	$180,087

AEQUO FOUNDATION INC