Civic Intelligence

Equitas Group Inc

990PF • Fiscal year 2019 • EIN 26-3495344

Jan 01, 2019 to Dec 31, 2019 • Filed on May 20, 2020

Organization Profile
2095 Lakeside Centre Way Ste 101Knoxville, TN 37922

(865) 691-6756

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.66x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$181,731

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 84.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

98th percentile

497%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-54%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$6,774

Up $5,640 (+497%) from 2018

Net Assets

Up

$2,306

Up $4,111 (+228%) from 2018

Liabilities

Up

$4,468

Up $1,529 (+52%) from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin47th percentile

Revenue

Down

$216,231

Down $248,819 (-54%) from 2018

Expenses

Down

$212,120

Down $265,402 (-56%) from 2018

Net Income

Up

$4,111

Up $16,583 (+133%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$1.0M$500K$0-$500KAssets 2011: $734,868Liabilities 2011: $731,427Net Assets 2011: $3,4412011Assets 2012: $884,312Liabilities 2012: $877,388Net Assets 2012: $6,9242012Assets 2013: $843,899Liabilities 2013: $838,093Net Assets 2013: $5,8062013Assets 2014: $732,751Liabilities 2014: $719,432Net Assets 2014: $13,3192014Assets 2015: $617,168Liabilities 2015: $608,237Net Assets 2015: $8,9312015Assets 2016: $304,726Liabilities 2016: $296,681Net Assets 2016: $8,0452016Assets 2018: $1,134Liabilities 2018: $2,939Net Assets 2018: -$1,8052018Assets 2019: $6,774Liabilities 2019: $4,468Net Assets 2019: $2,3062019Assets 2020: $1,428Liabilities 2020: $0Net Assets 2020: $1,4282020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2019

Assets$6,774
Liabilities$4,468
Net Assets$2,306
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,122,2552011Expenses 2012: $2,167,5082012Revenue 2013: $2,679,655Expenses 2013: $2,730,881Net Income 2013: -$51,2262013Revenue 2014: $2,687,684Expenses 2014: $2,800,003Net Income 2014: -$112,3192014Revenue 2015: $1,846,717Expenses 2015: $1,960,772Net Income 2015: -$114,0552015Revenue 2016: $474,203Expenses 2016: $699,561Net Income 2016: -$225,3582016Revenue 2018: $465,050Expenses 2018: $477,522Net Income 2018: -$12,4722018Revenue 2019: $216,231Expenses 2019: $212,120Net Income 2019: $4,1112019Revenue 2020: $6,000Expenses 2020: $6,878Net Income 2020: -$8782020Revenue 2021: $0Expenses 2021: $1,428Net Income 2021: -$1,4282021

Highlighted filing

2019

Revenue$216,231
Expenses$212,120
Net Income$4,111
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 20, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANCE ROBINSONBoard ChairFT$144,231$37,500$181,731
JEREMY FLOYDBoard Member-$0--
KENT JAMES ANNANBoard Member-$0--
ANNE SWARTZCFO-$0--
Filing and Contact Details

Filer

Filer Name
Equitas Group Inc
EIN
26-3495344
Phone
8656916756
Address
2095 LAKESIDE CENTRE WAY STE 101, KNOXVILLE, TN 37922

Signing Officer

Name
Anne Swartz
Title
CFO
Phone
8656916756
Signed
2020-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Marret & Company Pllc
Address
402 S NORTHSHORE DR, KNOXVILLE, TN 37919-4803
Preparer
William G Marret
Phone
8655583449
Raw XML Appendix298 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.

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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06676948
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06465023
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PROVISION FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1VISION INVESTMENTS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02095 LAKESIDE CENTRE WAY STE 101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12095 LAKESIDE CENTRE WAY STE 101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0KNOXVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1KNOXVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd037922
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd137922
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt021000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1187731
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0181731
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt16000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PAYMENT OF COMP FOR EMPLOYEES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1IN-KIND ACCOUNTING SERVICES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12019-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TELEPHONE AND COMMUNICATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROGRAM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LICENSES AND PERMITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02056
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1627
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2740
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3338
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4218
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02056
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1627
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2740
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3338
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4218
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07500
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GRANT RESCINDED
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07500
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE SWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08656916756
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EQUITAS GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0EQUI
ReturnHeader/Filer/EIN0263495344
ReturnHeader/Filer/PhoneNum08656916756
ReturnHeader/Filer/USAddress/AddressLine1Txt02095 LAKESIDE CENTRE WAY STE 101
ReturnHeader/Filer/USAddress/CityNm0KNOXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037922
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01D42189BB3DE534DD4F7416B0C18DCF3CEFE93C7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D42189BB3DE534DD4F7416B0C18DCF3CEFE93C7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-06-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:17:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900486148
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARRET & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0402 S NORTHSHORE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KNOXVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0379194803
ReturnHeader/PreparerPersonGrp/PhoneNum08655583449
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM G MARRET
ReturnHeader/ReturnTs02020-06-18T10:17:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,774
Liabilities
$4,468
Net assets
$2,306
Revenue
$216,231
Expenses
$212,120
Net income
$4,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.00$0.22$0.21$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.47$0.48$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.30$0.01$0.47$0.70$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.61$0.01$1.85$1.96$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.72$0.01$2.69$2.80$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.01$2.68$2.73$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.88$0.01$2.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.73$0.00$2.12