EQUIS INSTITUTE (EIN 871337465) - 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

2021

Legal Domicile

Principal Officer

DAN RESTREPO

Phone

2147273746

Tax Period

2023-01-01 to 2023-12-31

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.

Mission

EQUIS INSTITUTE IS A HUB FOR LEADERS IN THE LATINO COMMUNITY WHO WANT TO FOSTER A BETTER CONNECTION BETWEEN LATINX COMMUNITIES AND THE DEMOCRATIC PROCESS. TO CONVENE PARTNERS AROUND INNOVATIVE RESEARCH AND IDEAS AND PROVIDE CAPACITY BUILDING AND TRAINING OPPORTUNITIES FOR NATIONAL, STATE, AND LOCAL LEADERS.

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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 $14,985,850

Program Service Revenue $0

Investment Income $9,736

Other Revenue $5,500

TOTAL REVENUE $15,001,086

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $4,823,695

Fundraising Expenses $108,570

Program Expenses $10,242,078

Other Expenses $7,728,437

TOTAL EXPENSES $12,602,132

Year-over-Year Comparison

	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%

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

$204,455

Total Directors

$191,901

Key Employees

Highest Compensated

reported

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

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	$15,001,086	$12,602,132	$12,051,100	$2,398,954
2022	$10,601,316	$11,104,790	$8,019,795	$-503,474

EQUIS INSTITUTE