WASHINGTON, DC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)EQUIS INSTITUTE, founded in 2021, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $15.0M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 16% operating margin.
EQUIS INSTITUTE'S MISSION IS TO CREATE A BETTER UNDERSTANDING OF LATINX COMMUNITIES, INVEST IN INNOVATIVE APPROACHES TO REACH AND ENGAGE THEM, AND CONVENE LATINX LEADERS FOR THE GROWTH AND LONG TERM SUSTAINABILITY OF THE SECTOR.
CULTURAL MOBILIZATIONTHROUGH THE CULTURAL MOBILIZATION PROJECT, EQUIS PARTNERED WITH DOZENS OF STATE, LOCAL, AND NATIONAL ORGANIZATIONS TO ORGANIZE A LARGER CULTURAL MOMENT OF LATINO PRIDE AROUND THE...
CULTURAL MOBILIZATIONTHROUGH THE CULTURAL MOBILIZATION PROJECT, EQUIS PARTNERED WITH DOZENS OF STATE, LOCAL, AND NATIONAL ORGANIZATIONS TO ORGANIZE A LARGER CULTURAL MOMENT OF LATINO PRIDE AROUND THE FILM, FLAMIN' HOT. WE FILLED 29 SCREENINGS NATIONWIDE, GENERATING 151 MILLION COMBINED TIKTOK AND INSTAGRAM IMPRESSIONS. THE SUCCESS OF THE GRASSROOTS CAMPAIGN NOT ONLY TURNED THE MOVIE INTO A COMMUNITY-WIDE CULTURAL EVENT BUT ALSO LED TO AN OSCAR NOMINATION, CULMINATING IN A HISTORIC BILINGUAL PERFORMANCE DURING THE OSCARS TELECAST. THIS EFFORT CONNECTED OVER 100 PARTNERS FROM HOLLYWOOD, ADVOCACY, AND COMMUNITY ORGANIZATIONS, TURNING A SHARED CULTURAL MOMENT INTO AN ORGANIZING WIN FOR THE LATINO COMMUNITY.THE CONEXIONES PROGRAM EXPANDED IN 2023 TO FOSTER DEEPER CONNECTIONS AMONG LATINO LEADERS WITH THEIR MEXICAN HERITAGE. THE 2023 DELEGATION TO MEXICO CITY, UNITED PROMINENT FIGURES FROM ENTERTAINMENT, BUSINESS, AND PHILANTHROPY AND INSPIRED NEW CREATIVE PROJECTS AND DEEPENED U.S.-MEXICO TIES. 100% OF PARTICIPANTS REPORTED A BETTER UNDERSTANDING OF THE U.S.-MEXICO RELATIONSHIP.
YOUTUBE MOONSHOTTHE YOUTUBE INITIATIVE LEADS THE CHARGE IN CULTURALLY-RELEVANT, ENGAGING CONTENT CREATION, THAT HELPS LATINOS MAKE SENSE OF THE WORLD, POLITICS, AND CURRENT EVENTS TO INOCULATE LATINO...
YOUTUBE MOONSHOTTHE YOUTUBE INITIATIVE LEADS THE CHARGE IN CULTURALLY-RELEVANT, ENGAGING CONTENT CREATION, THAT HELPS LATINOS MAKE SENSE OF THE WORLD, POLITICS, AND CURRENT EVENTS TO INOCULATE LATINO VOTERS AGAINST HARMFUL NARRATIVES AND MIS/DISINFORMATION AND BUILD CONFIDENCE AND TRUST IN OUR DEMOCRATIC INSTITUTIONS. THE YOUTUBE INITIATIVE LAUNCHED TWO CHANNELS IN 2022. EN SERIO DEVELOPED 63 VIDEOS THAT HAVE BEEN PUBLISHED AND HAVE 5 MILLION TOTAL VIEWS. LUNARIO INFORMA HAS PUBLISHED 32 VIDEOS, HALF IN SPANISH AND HALF IN ENGLISH.
RESEARCHPROVIDE LATINO-SERVING GROUPS WITH ACTIONABLE RESEARCH TO HELP STRENGTHEN THEIR PROGRAMS AND OUTREACH EFFORTS. OUR RESEARCH THIS YEAR CONTINUED TO TACKLE SOME OF THE BIGGER ISSUES AND...
RESEARCHPROVIDE LATINO-SERVING GROUPS WITH ACTIONABLE RESEARCH TO HELP STRENGTHEN THEIR PROGRAMS AND OUTREACH EFFORTS. OUR RESEARCH THIS YEAR CONTINUED TO TACKLE SOME OF THE BIGGER ISSUES AND QUESTIONS OUR PARTNERS FACE EVERY DAY, FROM HOW TO BETTER UNDERSTAND THE REAL THREAT OF DISINFORMATION AND MISINFORMATION, TO HOW TO DEAL WITH THE ISSUE OF LANGUAGE IN OUR COMMUNITY. WE COLLECTED 14,850 DIGITAL LATINO SURVEY RESPONSES AND CONDUCTED 11 FOCUS GROUPS AND 18 POLLS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $15,001,086 | $10,601,316 | +0.4% |
| Expenses | $12,602,132 | $11,104,790 | +0.1% |
| Net Income | $2,398,954 | $-503,474 | -5.8% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JACQUELINE GARCEL | TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| DAN RESTREPO | CHAIRPERSON | 1.00 |
Officer
Director
|
$25,603 | $0 | $25,603 |
| LUIS AVILA | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| TORY GAVITO | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| CRISTINA JIMENEZ | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| CARLOS ODIO | BOARD MEMBER | 1.00 |
Director
|
$150,445 | $15,853 | $166,298 |
| KENIA MORALES | SECRETARY | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| STEPHANIE VALENCIA | PRESIDENT/CEO | 10.00 |
Officer
|
$161,922 | $16,930 | $178,852 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $15,001,086 | $12,602,132 | $12,051,100 | $2,398,954 |
| 2022 | $10,601,316 | $11,104,790 | $8,019,795 | $-503,474 |
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