NATIONAL EQUITY PROJECT

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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

1989

Legal Domicile

Principal Officer

LASHAWN ROUTE-CHATMON

Phone

5102080160

Tax Period

2024-07-01 to 2025-06-30

NATIONAL EQUITY PROJECT, founded in 1989, is a community nonprofit in the Education sector that reported $6.5M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $9.4M exceeded revenue, resulting in a 46% operating deficit.

Mission

To transform the experiences, outcomes, and life options for children & families who have been historically underserved by our institutions and systems.

Program Service Accomplishments

Program 1

Expenses: $5,559,879 Revenue: $2,883,860

Organizational Consulting & Leadership Coaching:This business unit is primarily responsible for contracts that build the capacity of leaders and teams to make progress on equity goals and outcomes...

Organizational Consulting & Leadership Coaching:This business unit is primarily responsible for contracts that build the capacity of leaders and teams to make progress on equity goals and outcomes that lead to thriving and more liberatory communities. Leading services are executive coaching, process facilitation, team development, strategy & process design, and project management.

Program 2

Expenses: $1,561,135

Fiscal Sponsorships:The organization was the fiscal agent for LiberatED, which focuses on healing and social and emotional learning. The organization provides student, teacher, and family & community engagement resources as well as an educator training and coaching program to support educators and leaders at all levels of a school system.

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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 $3,405,489

Program Service Revenue $2,883,860

Investment Income $144,910

Other Revenue $28,112

TOTAL REVENUE $6,462,371

Expense Breakdown

Grants Paid $1,510,395

Salaries & Benefits $5,713,001

Fundraising Expenses $152,663

Program Expenses $7,121,014

Other Expenses $2,194,638

TOTAL EXPENSES $9,418,034

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,462,371	$7,683,063	-0.2%
Expenses	$9,418,034	$9,786,268	0.0%
Net Income	$-2,955,663	$-2,103,205	+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

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

$260,217

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LASHAWN ROUTE-CHATMON	Executive Dir.	40.00	Officer	$212,933	$47,284	$260,217
KATHLEEN OSTA	MANAGING DIR.	40.00		$176,720	$49,926	$226,646
MARK SALINAS	MANAGING DIR.	40.00		$178,547	$34,741	$213,288
LISA LASKY	MANAGING DIR.	40.00		$183,050	$21,144	$204,194
EMMILE BRACK	MANAGING DIR, FINANCE & OPERATIONS	40.00		$170,780	$27,787	$198,567
HUGH VASQUEZ	DIRECTOR	40.00		$162,114	$23,219	$185,333
DENA SIMMONS	DIRECTOR	40.00		$168,197	$15,565	$183,762
BRETT BRADSHAW	MANAGING DIR.	40.00		$166,520	$6,742	$173,262
PHARMICIA MOSELY	DIRECTOR	40.00		$156,043	$14,916	$170,959
LINDA PONCE DE LEON	DIRECTOR	40.00		$143,316	$22,658	$165,974
GLORIA LEE	Trustee	1.00	Director	$0	$0	$0
JENNIFER HENRY	Board Treasurer	1.00	Officer Director	$0	$0	$0
SAM SEIDEL	Trustee	1.00	Director	$0	$0	$0
FRANK GETTRIDGE	Trustee	1.00	Director	$0	$0	$0
AARON JIRON	Trustee	1.00	Director	$0	$0	$0
NA'ILAH SUAD NASIR	President	1.00	Officer Director	$0	$0	$0
DAVID SILVER	Trustee	1.00	Director	$0	$0	$0
LIJA FARNHAM	Trustee	1.00	Director	$0	$0	$0
LISA VILLAREAL	Secretary	1.00	Officer Director	$0	$0	$0
ERIC GORDON	Trustee	1.00	Director	$0	$0	$0
BETHANY LITTLE	Vice President	1.00	Officer Director	$0	$0	$0
ASHLEY BURNS NASCIMENTO	Trustee	1.00	Director	$0	$0	$0
GABRIELA LOPEZ	Trustee	1.00	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
2025	$6,462,371	$9,418,034	$11,029,925	$-2,955,663
2024	$7,683,063	$9,786,268	$14,629,333	$-2,103,205
2023	$8,784,594	$8,647,314	$16,331,302	$137,280
2022	$13,208,887	$7,839,788	$16,206,654	$5,369,099
2021	$14,490,752	$9,479,470	$10,860,654	$5,011,282
2020	$8,788,479	$7,854,956	$6,374,798	$933,523
2019	$7,384,565	$6,190,597	$4,603,491	$1,193,968
2018	$5,363,103	$4,949,334	$3,136,621	$413,769