THE EQUIP FOUNDATION (EIN 990339365) - 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

1998

Legal Domicile

Principal Officer

Donald Cook

Phone

8083193317

Tax Period

2023-01-01 to 2023-12-31

THE EQUIP FOUNDATION, founded in 1998, is a small nonprofit in the International Affairs sector that reported $612K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum.

Mission

The Equip Foundation works to develop leaders and communities in both the developed and developing world. Our projects emphasize skills development, appropriate technology, local partnering and empowering the marginalized.

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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 (2023)

Revenue Breakdown

Contributions & Grants $612,221

Program Service Revenue $0

Investment Income $215

Other Revenue $0

TOTAL REVENUE $612,436

Expense Breakdown

Grants Paid $48,124

Salaries & Benefits $299,493

Fundraising Expenses $72,086

Program Expenses $533,499

Other Expenses $295,992

TOTAL EXPENSES $643,609

Year-over-Year Comparison

	2023	2022	Change
Revenue	$612,436	$463,733	+0.3%
Expenses	$643,609	$531,090	+0.2%
Net Income	$-31,173	$-67,357	-0.5%

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

$59,588

Total Directors

$59,588

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donald S Cook	Secretary and Treasurer	40	Officer Director	$56,500	$3,088	$59,588
Brett Johnson	President	1	Officer Director	$0	$0	$0
Felix Lai	Trustee	1	Director	$0	$0	$0
J Randolph Luening	Trustee	1	Director	$0	$0	$0
Scott Sveiven	Trustee	1	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
2024	No data	No data	No data	No data
2023	$612,436	$643,609	$476,049	$-31,173
2022	$463,733	$531,090	$485,263	$-67,357
2021	$584,441	$355,590	$570,759	$228,851
2020	$357,846	$358,419	$376,178	$-573
2019	$469,274	$388,288	$329,722	$80,986
2018	$472,399	$413,538	$243,995	$58,861

THE EQUIP FOUNDATION