Sovereign Equity Fund (EIN 922247773) - Form 990 Financial Analysis & Trantor Score

🔒

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

2024

Legal Domicile

Phone

7013908088

Tax Period

2023-01-24 to 2023-12-31

Sovereign Equity Fund, founded in 2024, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.4M in total revenue in fiscal year 2023. The organization ran a surplus of $1.9M, a strong 55% operating margin.

Mission

Sovereign Equity Fund (SEF) provides grants to eligible entities to provide assistance and services to improve the social, environmental, health, and economic development opportunities of American Indians, Alaska Natives, and Native Hawaiians. The goal is to advance Native food security to strengthen Tribal sovereignty through advancements in agricultural infrastructure by utilizing transformative mission investment strategies.

🔒

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 $3,368,170

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,368,170

Expense Breakdown

Grants Paid $1,468,170

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,481,445

Other Expenses $37,886

TOTAL EXPENSES $1,506,056

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,368,170	N/A	N/A
Expenses	$1,506,056	N/A	N/A
Net Income	$1,862,114	$0	N/A

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
N/A	Secretary	2.0	Officer Director	$0	$0	$0
N/A	President	2.0	Officer Director	$0	$0	$0
N/A	Treasurer	2.0	Officer Director	$0	$0	$0
N/A	Controller	10.0	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	No data	No data	No data	No data
2023	$3,368,170	$1,506,056	$6,130,540	$1,862,114

Sovereign Equity Fund