ENTERPRISE FOR EQUITY (EIN 912011247) - 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

1999

Legal Domicile

Principal Officer

Beth Henriquez

Phone

3607043375

Tax Period

2024-09-01 to 2025-08-31

ENTERPRISE FOR EQUITY, founded in 1999, is a small nonprofit that reported $652K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

HELP PEOPLE WITH LIMITED INCOME AND OTHERS START SMALL BUSINESSES, THEY ARE CONSIDERED A MICROENTERPRISE DEVELOPMENT ORGANIZATION

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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 $651,979

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $651,979

Expense Breakdown

Grants Paid $0

Salaries & Benefits $358,937

Fundraising Expenses $14,775

Program Expenses $0

Other Expenses $259,785

TOTAL EXPENSES $633,497

Year-over-Year Comparison

	2024	2023	Change
Revenue	$651,979	$572,903	+0.1%
Expenses	$633,497	$540,236	+0.2%
Net Income	$18,482	$32,667	-0.4%

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

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
CHRISTINA DANIELS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD JURKOVICH	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER WHITENER ULRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
DAKOTA STEELE	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH HENRIQUEZ	EXCUTIVE DIRECTOR	40.00	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
2025	$651,979	$633,497	$288,597	$18,482
2024	$572,903	$540,236	$288,777	$32,667
2023	$451,454	$333,171	$261,719	$118,283
2022	$383,581	No data	No data	No data
2021	$289,216	$308,839	$145,859	$-19,623

ENTERPRISE FOR EQUITY