EQUITY RESEARCH ORGANIZATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

JALIL M BISHOP

Phone

2163679962

Tax Period

2023-01-01 to 2023-12-31

EQUITY RESEARCH ORGANIZATION, founded in 2021, is a community nonprofit in the Social Science sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 44% operating margin.

Mission

THE EQUITY RESEARCH COOPERATIVE (EQRC) IS A NON-PROFIT RESEARCH COLLECTIVE THAT ADVANCES THE SOCIAL, ECONOMIC, EDUCATIONAL, AND POLITICAL INTERESTS OF COMMUNITIES OF COLOR THROUGH COMMUNITY-ENGAGED RESEARCH, ADVOCACY, AND THE PRAXIS OF REDISTRIBUTION.(CONT'D IN SCH O) AS A PEOPLE OF COLOR-LED INTERDISCIPLINARY RESEARCH COOPERATIVE, WE STRATEGICALLY REDISTRIBUTE OUR FINANCIAL RESOURCES, ACADEMIC CAPITAL, AND OPERATIONAL INFRASTRUCTURE TO SOCIAL JUSTICE INITIATIVES, ORGANIZATIONS, AND MOVEMENTS THAT REDRESS STRUCTURAL OPPRESSION.

Program Service Accomplishments

Program 1

Expenses: $1,477,032 Revenue: $2,342,586

DURING 2023 EQUITY RESEARCH ORGANIZATION ACCOMPLISHED ITS MISSION TO ADVANCE THE SOCIAL, ECONOMIC, EDUCATIONAL, AND POLITICAL INTERESTS OF COMMUNITIES OF COLOR THROUGH COMMUNITY-ENGAGED RESEARCH...

DURING 2023 EQUITY RESEARCH ORGANIZATION ACCOMPLISHED ITS MISSION TO ADVANCE THE SOCIAL, ECONOMIC, EDUCATIONAL, AND POLITICAL INTERESTS OF COMMUNITIES OF COLOR THROUGH COMMUNITY-ENGAGED RESEARCH, ADVOCACY, AND THE PRAXIS OF REDISTRIBUTION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $507,230

Program Service Revenue $2,342,586

Investment Income $51,757

Other Revenue $0

TOTAL REVENUE $2,901,573

Expense Breakdown

Grants Paid $1,231

Salaries & Benefits $926,492

Fundraising Expenses $0

Program Expenses $1,477,032

Other Expenses $707,326

TOTAL EXPENSES $1,635,049

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,901,573	$1,832,724	+0.6%
Expenses	$1,635,049	$1,149,033	+0.4%
Net Income	$1,266,524	$683,691	+0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

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

$226,417

Total Directors

$511,719

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JALIL BISHOP	PRESIDENT	35.00	Officer Director	$117,655	$7,391	$125,046
MARIA SAYIL CAMACHO PEREZ	SECRETARY	35.00	Officer Director	$95,633	$5,738	$101,371
JONATHAN DAVIS	DIRECTOR OF RESEARCH	35.00	Director	$95,000	$6,826	$101,826
SHANELL HAGOOD	DIRECTOR OF STRATEGY & CULTURE	35.00	Director	$96,581	$6,895	$103,476
AWILDA RODRIGUEZ	CORE TEAM MEMBER	5.00	Director	$20,000	$0	$20,000
KEON MCGUIRE	CORE TEAM MEMBER	15.00	Director	$60,000	$0	$60,000
OSCAR MAYORGA	TREASURER	20.00	Officer Director	$0	$0	$0
CHARLES DAVID THRU 423	CORE TEAM MEMBER	20.00	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	$2,901,573	$1,635,049	$4,368,360	$1,266,524
2022	$1,832,724	$1,149,033	$2,870,209	$683,691