Equity 1821 Inc (EIN 874464095) - 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

Tax Period

2024-01-01 to 2024-12-31

Equity 1821 Inc, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $490K in total revenue in fiscal year 2024. The organization ran a surplus of $273K, a strong 56% operating margin.

Mission

Our mission is to leverage social, financial, and human capital resources with a focus on African American and other businesses of color in pursuit of racial equity in the small business ecosystem.

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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 (2024)

Revenue Breakdown

Contributions & Grants $490,265

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $490,265

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,000

Other Expenses $217,165

TOTAL EXPENSES $217,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$490,265	N/A	N/A
Expenses	$217,165	N/A	N/A
Net Income	$273,100	N/A	N/A

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Phil Johnson	Director	40.00	Director	$0	$0	$0
Nick Bontrager	Director	40.00	Director	$0	$0	$0
Demetrius Glover	Director	40.00	Director	$0	$0	$0
Jeff Bennett	Director	40.00		$0	$0	$0
Robert Shegog	Chairman	40.00	Officer	$0	$0	$0
Tony Mason	Chairman	40.00	Officer	$0	$0	$0
Greg Hicks	Treasurer	40.00	Officer	$0	$0	$0
Alice Watson	Secretary	10.00	Officer	$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	$490,265	$217,165	$127,411	$273,100

Equity 1821 Inc