CEAI Equity Fund

🔒

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

2022

Legal Domicile

Principal Officer

SIL WATKINS

Phone

5134292158

Tax Period

2023-01-01 to 2023-12-31

CEAI Equity Fund, founded in 2022, is a small nonprofit in the Community Improvement sector that reported $112K in total revenue in fiscal year 2023. Revenue surged 75% from the prior year, signaling strong growth momentum. Expenses of $166K exceeded revenue, resulting in a 48% operating deficit.

Mission

The Equity Fund will invest in projects to launch new businesses, affordable housing, and necessary community services like opening quality grocery stores in "Food Desert" residential areas.

Program Service Accomplishments

Program 1

Expenses: $165,610

Support of the Development of the Bond Hill Market to increase food resources in marginalized community

🔒

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 $112,085

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $112,085

Expense Breakdown

Grants Paid $165,610

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $165,610

Other Expenses $24

TOTAL EXPENSES $165,634

Year-over-Year Comparison

	2023	2022	Change
Revenue	$112,085	$64,000	+0.8%
Expenses	$165,634	$27	+6133.6%
Net Income	$-53,549	$63,973	-1.8%

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

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
DAMON LYNCH	Board Member	N/A	Director	$0	$0	$0
KZ SMITH	Board MEmber	N/A	Director	$0	$0	$0
SIL WATKINS	President	N/A	Officer 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
2023	$112,085	$165,634	$10,424	$-53,549
2023	$112,085	$165,634	$10,424	$-53,549