Civic Intelligence

Equitas Inc.

990EZ • Fiscal year 2015 • EIN 26-1080217

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 19, 2016

300 W 5th St 215Charlotte, NC 28202

(704) 258-5859

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2015 filings • NTEE P • <$500k nonprofits • Source year 2015

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • NTEE P • <$500k nonprofits • Source year 2015

Asset Growth

95th percentile

329%

Faster asset growth than 95% of similar nonprofits.

2015 filings • NTEE P • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

233%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • NTEE P • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$126,081

Up $96,698 (+329%) from 2014

Net Assets

Up

$126,081

Up $97,154 (+336%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$167,231

Up $117,027 (+233%) from 2014

Expenses

Up

$70,076

Up $28,307 (+68%) from 2014

Net Income

Up

$97,155

Up $88,720 (+1052%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $22,473Net Assets 2012: $22,4732012Assets 2013: $20,492Net Assets 2013: $20,4922013Assets 2014: $29,383Liabilities 2014: $456Net Assets 2014: $28,9272014Assets 2015: $126,081Net Assets 2015: $126,0812015Assets 2016: $108,636Net Assets 2016: $108,6362016Assets 2017: $40,404Net Assets 2017: $40,4042017Assets 2018: $9,431Net Assets 2018: $9,4312018Assets 2019: $26,568Net Assets 2019: $26,5682019Assets 2020: $13,367Net Assets 2020: $13,3672020Assets 2021: $13,828Net Assets 2021: $13,8282021Assets 2022: $19,722Net Assets 2022: $19,7222022Assets 2023: $11,879Net Assets 2023: $11,8792023Assets 2024: $21,854Net Assets 2024: $21,8542024

Highlighted filing

2015

Assets$126,081
Liabilities-
Net Assets$126,081

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2012: $37,327Expenses 2012: $40,777Net Income 2012: -$3,4502012Revenue 2013: $28,887Expenses 2013: $30,868Net Income 2013: -$1,9812013Revenue 2014: $50,204Expenses 2014: $41,769Net Income 2014: $8,4352014Revenue 2015: $167,231Expenses 2015: $70,076Net Income 2015: $97,1552015Revenue 2016: $85,198Expenses 2016: $102,643Net Income 2016: -$17,4452016Revenue 2017: $43,900Expenses 2017: $112,132Net Income 2017: -$68,2322017Revenue 2018: $29,764Expenses 2018: $60,737Net Income 2018: -$30,9732018Revenue 2019: $30,492Expenses 2019: $13,355Net Income 2019: $17,1372019Revenue 2020: $30,471Expenses 2020: $43,672Net Income 2020: -$13,2012020Revenue 2021: $36,875Expenses 2021: $36,414Net Income 2021: $4612021Revenue 2022: $32,995Expenses 2022: $27,101Net Income 2022: $5,8942022Revenue 2023: $29,516Expenses 2023: $37,359Net Income 2023: -$7,8432023Revenue 2024: $36,221Expenses 2024: $26,246Net Income 2024: $9,9752024

Highlighted filing

2015

Revenue$167,231
Expenses$70,076
Net Income$97,155
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 19, 2016
Return Version
2015v2.1
Gross Receipts
$167,231
Mission and Program Overview

Mission

Equitas exists to provide opportunity through education for vulnerable children in developing countries.

Program Services

DescriptionGrantsExpenses
EQUITAS EXISTS TO BE A CATALYST FOR GRASSROOTS MOVEMENTS FOCUSED ON PROVIDING RELIEF AND ADVOCACY IN THREE KEY AREAS: HIV/AIDS, POVERTY, AND CLEAN WATER.-$56,501
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE COOKPresident-$0--
SCOTT HOFERTVice-Preside-$0--
KAYLA O'MALLEYTreasurer-$0--
MATT O'NEILSecretary-$0--
KAYLA GEORGEDirector-$0--
TIM ABAREDirector-$0--
BRAD CREELDirector-$0--
CHAD SMITHDirector-$0--
DANIEL MCCOLLUMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Equitas Inc
EIN
26-1080217
Address
300 W 5TH ST 215, CHARLOTTE, NC 28202

Signing Officer

Name
Steve Cook
Title
President
Phone
7042585859
Signed
2016-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Lally Group Pc
Address
PO BOX 1066, JACKSON, MI 49204-1066
Preparer
Nathan J Eads CPA
Phone
5177870064
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses graphic design 2,150 advertising 458 fundraising 879 software expense 3,587 meals 34 bank service charges 276 business registration fee 31 malawi scholarship progra 32,454 merchant services 1,948 supplies 222 travel expenses 2,038 telephone -52 village schoolhouse progr 23,339 conference 49 total 67,413

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 457 0

Form 990-ez, Part III

Equitas exists to provide opportunity through education for vulnerable children in developing countries.

Raw XML Appendix152 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0STEVE COOK
IRS990EZ/BooksInCareOfDetail/PhoneNum07042585859
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 W 5TH ST 215
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029383
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0126081
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0167231
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt097155
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01170
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029383
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0126081
IRS990EZ/GrossReceiptsAmt0167231
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028926
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0126081
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028926
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0126081
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT HOFERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAYLA O'MALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATT O'NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAYLA GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIM ABARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRAD CREEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHAD SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DANIEL MCCOLLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067413
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EQUITAS EXISTS TO PROVIDE OPPORTUNITY THROUGH EDUCATION FOR VULNERABLE CHILDREN IN DEVELOPING COUNTRIES.
IRS990EZ/PrintingPublicationsPostageAmt01493
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EQUITAS EXISTS TO BE A CATALYST FOR GRASSROOTS MOVEMENTS FOCUSED ON PROVIDING RELIEF AND ADVOCACY IN THREE KEY AREAS: HIV/AIDS, POVERTY, AND CLEAN WATER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056501
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0457
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070076
IRS990EZ/TotalProgramServiceExpensesAmt056501
IRS990EZ/TotalRevenueAmt0167231
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0EQUITAS.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0167231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037327
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049709
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0333358
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0333358
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0167231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050204
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028887
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049709
IRS990ScheduleA/Total509Grp/TotalAmt0333358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0167231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049709
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0333358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES GRAPHIC DESIGN 2,150 ADVERTISING 458 FUNDRAISING 879 SOFTWARE EXPENSE 3,587 MEALS 34 BANK SERVICE CHARGES 276 BUSINESS REGISTRATION FEE 31 MALAWI SCHOLARSHIP PROGRA 32,454 MERCHANT SERVICES 1,948 SUPPLIES 222 TRAVEL EXPENSES 2,038 TELEPHONE -52 VILLAGE SCHOOLHOUSE PROGR 23,339 CONFERENCE 49 TOTAL 67,413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 457 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUITAS EXISTS TO PROVIDE OPPORTUNITY THROUGH EDUCATION FOR VULNERABLE CHILDREN IN DEVELOPING COUNTRIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07042585859
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EQUITAS INC
ReturnHeader/Filer/BusinessNameControlTxt0EQUI
ReturnHeader/Filer/EIN0261080217
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 W 5TH ST 215
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381961213
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LALLY GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1066
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0492041066
ReturnHeader/PreparerPersonGrp/PhoneNum05177870064
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN J EADS CPA
ReturnHeader/ReturnTs02016-04-08T09:04:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.36$0.26$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.12$0.30$0.37$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.20$0.33$0.27$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.14$0.37$0.36$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.13$0.30$0.44$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.27$0.30$0.13$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.09$0.30$0.61$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.40$0.44$1.12$0.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$1.09$0.85$1.03$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.26$1.26$1.67$0.70$0.97
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.50$0.42$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.29$0.31$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.37$0.41$0.03