Civic Intelligence

Equitable Origin Inc

EIN 47-4007160 • 501(c)3 • Austin, TX

Profile

To partner with businesses, communitites and governments to support transparent, sustainable and equitable natural resource development that benefits all stakeholders.

1606 Headway Circle Ste 9459Austin, TX 78754

www.equitableorigin.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.06x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

83rd percentile

33%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

42%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$519,306

Down $25,496 (-4.7%) from 2023

Liabilities

Down

$9,271

Down $31,095 (-77%) from 2023

Net Assets

Up

$510,035

Up $5,599 (+1.1%) from 2023

Revenue

Up

$955,275

Up $9,379 (+1.0%) from 2023

Expenses

Up

$949,676

Up $119,940 (+14%) from 2023

Net Income

Down

$5,599

Down $110,561 (-95%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2015: $78,813Liabilities 2015: $35,421Net Assets 2015: $43,3922015Assets 2016: $234,485Liabilities 2016: $41,791Net Assets 2016: $192,6942016Assets 2017: $201,188Liabilities 2017: $30,907Net Assets 2017: $170,2812017Assets 2018: $167,153Liabilities 2018: $25,195Net Assets 2018: $141,9582018Assets 2019: $384,475Liabilities 2019: $42,960Net Assets 2019: $341,5152019Assets 2020: $365,763Liabilities 2020: $37,983Net Assets 2020: $327,7802020Assets 2021: $309,728Liabilities 2021: $24,694Net Assets 2021: $285,0342021Assets 2022: $411,936Liabilities 2022: $23,660Net Assets 2022: $388,2762022Assets 2023: $544,802Liabilities 2023: $40,366Net Assets 2023: $504,4362023Assets 2024: $519,306Liabilities 2024: $9,271Net Assets 2024: $510,0352024

Highlighted filing

2024

Assets$519,306
Liabilities$9,271
Net Assets$510,035

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2015: $383,659Expenses 2015: $340,267Net Income 2015: $43,3922015Revenue 2016: $759,641Expenses 2016: $610,339Net Income 2016: $149,3022016Revenue 2017: $484,753Expenses 2017: $507,166Net Income 2017: -$22,4132017Revenue 2018: $349,679Expenses 2018: $376,190Net Income 2018: -$26,5112018Revenue 2019: $584,895Expenses 2019: $354,360Net Income 2019: $230,5352019Revenue 2020: $288,828Expenses 2020: $302,563Net Income 2020: -$13,7352020Revenue 2021: $584,567Expenses 2021: $627,313Net Income 2021: -$42,7462021Revenue 2022: $831,069Expenses 2022: $727,827Net Income 2022: $103,2422022Revenue 2023: $945,896Expenses 2023: $829,736Net Income 2023: $116,1602023Revenue 2024: $955,275Expenses 2024: $949,676Net Income 2024: $5,5992024

Highlighted filing

2024

Revenue$955,275
Expenses$949,676
Net Income$5,599

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.0
Gross Receipts
$955,275
Mission and Program Overview

Mission

To partner with business, communities and government to support transparent, sustainable and equitable natural resource development that benefits all stakeholders

To partner with businesses, communitites and governments to support transparent, sustainable and equitable natural resource development that benefits all stakeholders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$395,248$291,745▼ $103,503
Pledges and Grants Receivable$149,554$227,561▲ $78,007
Total Assets$544,802$519,306▼ $25,496
Liabilities
Accounts Payable and Accrued Expenses$40,366$9,271▼ $31,095
Total Liabilities$40,366$9,271▼ $31,095
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$365,966$390,035▲ $24,069
Net Assets With Donor Restrictions$138,470$120,000▼ $18,470
Total Net Assets Fund Balance$504,436$510,035▲ $5,599
Total Liabilities and Net Assets / Fund Balance$544,802$519,306▼ $25,496
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jason SwitzerCEOFT$139,577$139,577

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$282,852
Program Service Revenue
$671,309
Investment Income
$538
Other Revenue
$576
All Other Contributions
$282,852
Change in Net Assets
$5,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$477,814
Salaries, Compensation, and Employee Benefits$471,862
Total Fundraising Expense$1,334
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$150,822$144,199-$295,021
Fees for Services Other$221,321$68,216-$289,537
Current Officers, Directors, Trustees, and Key Employees$57,212$82,365-$139,577
Travel$42,542$38,299-$80,841
Information Technology$22,975$7,720-$30,695
Fees for Services Accounting-$25,550-$25,550
Payroll Taxes$12,992$7,501-$20,493
Office Expenses$16,709$1,144-$17,853
Other Employee Benefits$10,632$6,139-$16,771
Insurance$1,387$3,830-$5,217
Occupancy$367$3,617-$3,984
Other Expenses$455$2,341$342$3,138
Advertising$564$437$947$1,948
Fees for Services Legal-$1,230-$1,230
Total Functional Expenses$548,927$399,415$1,334$949,676
International Activity

International Summary

Employees
5
Spending
$115,088

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AmericaProgram ServicesIndigenous Rights-5$115,088
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Equitable origin designated the dragonfly initiative (tdi) as the management company. Decisions are overseen by the board. Tdi also provides administrative and project management services.

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by the finance and compensation committee at a meeting. The committee will determine if consideration is needed by the full board before it is posted on the eo website.

Form 990, Page 6, Part VI, Line 12C

Board members have a duty to disclose any actual or potential conflicts of interest. A designated committee will determine whether a conflict of interest exists and will take appropriate actions to resolve.

Form 990, Page 6, Part VI, Line 15A

Equitable origin has established a boardlevel finance and compensation committee that is responsible for providing financial oversight of equitable origin's budgeting and financial planning, financial reporting, and the creation and monitoring of internal controls and accountability policies. According to the terms of reference, the finance and compensation committee shall be comprised of those directors elected by the full board, normally including the board treasurer and one or more other directors. Among its principal responsibilities, the finance and compensation committee provides oversight on all issues related to the financial management of the organization including, but not limited to reviews and makes recommendations to the full eo board on the compensation packages of the eo ceo.

Form 990, Page 6, Part VI, Line 19

These documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Equitable Origin Inc
EIN
47-4007160
Phone
9178314652
Address
1606 HEADWAY CIRCLE STE 9459, AUSTIN, TX 78754

Signing Officer

Name
Jason Switzer
Title
CEO
Phone
9176777671
Signed
2025-05-13

Organization Details

Principal Officer
Jason Switzer
Formed
2015
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
8
Employees
2
Volunteers
8

Preparer

Firm
Forge Financial & Management Consulting
Address
1245 JORDAN CREEK PKWY STE 100, WEST DES MOINES, IA 50266-2343
Preparer
Benjamin Winters CPA
Phone
5156203050
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Indigenous rights and resources hub: in partnership with the coordinating organization of indigenous peoples of the amazon basin (coica), equitable origin is developing a virtual resource hub to strengthen in indigenous rights by collating training material, tools and information to support indigenous peoples in understanding and asserting their rights and to enable their active participation in decisions about landuse and natural resource development. Fpic: in partnership with roundtable on sustainable biomaterials (rsb) and the coordinating organization of indigenous peoples of the amazon basin (coica), equitable origin is developing a tool to monitor free, prior, and informed consent (fpic360). The (continue on schedule o) goal of the fpic360 tool is to enable consultation and consent processes that allow affected communities to effectively participate in and take ownership of decisionmaking processes that impact their territories, resources, livelihoods and wellbeing. Eo100 certification: equitable origin is working with energy producers and distributors in north america to certify energy projects to the eo100tm standard for responsible energy development and enable a premium price for eo100tm certified responsible energy. The eo100tm standard provides a framework for implementing and verifying enhanced environmental, social and governance (esg) performance, greater transparency, more accountability, and better outcomes for local stakeholders in energy development projects.

Form 990, Part IX, Line 11G

221,321 68,216 0

Financial Statement Notes

Schedule D, Page 3, Part X

The organization is exempt from federal income taxes under section 501(c) (3) of the internal revenue code and comparable state law, and contributions to it are tax deductible within limitations prescribed by the code. The organization does not believe its financial statements include any material, uncertain tax positions. The organization is subject to routine audits by taxing jurisdictions; however, there are currenlty no audits for any tax periods in progress.

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IRS990ScheduleA/FactsAndCircumstancesTestTxt0EQUITABLE ORIGIN IS A PUBLIC CHARITY DEDICATED TO ADVANCING ENVIRONMENTAL, SOCIAL, AND GOVERNANCE (ESG) STANDARDS IN THE ENERGY SECTOR WHILE PROMOTING INDIGENOUS RIGHTS AND COMMUNITY WELL-BEING. ALTHOUGH THE ORGANIZATION DID NOT MEET THE 33 1/3% PUBLIC SUPPORT THRESHOLD, IT QUALIFIES UNDER THE 10% FACTS AND CIRCUMSTANCES TEST DUE TO ITS MISSION-DRIVEN ACTIVITIES AND SUPPORT PRIMARILY DERIVED FROM PUBLIC SOURCES, INCLUDING INDIVIDUAL DONATIONS AND GRANTS FROM FOUNDATIONS AND OTHER ORGANIZATIONS. THE ORGANIZATION HAS EXPERIENCED A YEAR-OVER-YEAR INCREASE IN PROGRAM SERVICE REVENUE, DIRECTLY RELATED TO ITS TAX-EXEMPT MISSION. INITIATIVES SUCH AS THE EO100 CERTIFICATION STANDARD FOR RESPONSIBLE ENERGY DEVELOPMENT AND COMMUNITY-FOCUSED PROGRAMS DEMONSTRATE STRONG ALIGNMENT WITH PUBLIC INTERESTS AND ARE DRIVING THIS GROWTH. EQUITABLE ORIGIN ACTIVELY BROADENS ITS SUPPORT BASE THROUGH EXPANDED GRANT WRITING, CORPORATE PARTNERSHIPS, AND CROWDFUNDING CAMPAIGNS FOR SPECIFIC PROGRAMS. AS THE ORGANIZATION CONTINUES TO GROW AND DIVERSIFY ITS REVENUE SOURCES, IT REMAINS COMMITTED TO MONITORING ITS PUBLIC SUPPORT LEVELS AND MAINTAINING COMPLIANCE WITH PUBLIC CHARITY REQUIREMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EQUITABLE ORIGIN IS A PUBLIC CHARITY DEDICATED TO ADVANCING ENVIRONMENTAL, SOCIAL, AND GOVERNANCE (ESG) STANDARDS IN THE ENERGY SECTOR WHILE PROMOTING INDIGENOUS RIGHTS AND COMMUNITY WELL-BEING. ALTHOUGH THE ORGANIZATION DID NOT MEET THE 33 1/3% PUBLIC SUPPORT THRESHOLD, IT QUALIFIES UNDER THE 10% FACTS AND CIRCUMSTANCES TEST DUE TO ITS MISSION-DRIVEN ACTIVITIES AND SUPPORT PRIMARILY DERIVED FROM PUBLIC SOURCES, INCLUDING INDIVIDUAL DONATIONS AND GRANTS FROM FOUNDATIONS AND OTHER ORGANIZATIONS. THE ORGANIZATION HAS EXPERIENCED A YEAR-OVER-YEAR INCREASE IN PROGRAM SERVICE REVENUE, DIRECTLY RELATED TO ITS TAX-EXEMPT MISSION. INITIATIVES SUCH AS THE EO100 CERTIFICATION STANDARD FOR RESPONSIBLE ENERGY DEVELOPMENT AND COMMUNITY-FOCUSED PROGRAMS DEMONSTRATE STRONG ALIGNMENT WITH PUBLIC INTERESTS AND ARE DRIVING THIS GROWTH. EQUITABLE ORIGIN ACTIVELY BROADENS ITS SUPPORT BASE THROUGH EXPANDED GRANT WRITING, CORPORATE PARTNERSHIPS, AND CROWDFUNDING CAMPAIGNS FOR SPECIFIC PROGRAMS. AS THE ORGANIZATION CONTINUES TO GROW AND DIVERSIFY ITS REVENUE SOURCES, IT REMAINS COMMITTED TO MONITORING ITS PUBLIC SUPPORT LEVELS AND MAINTAINING COMPLIANCE WITH PUBLIC CHARITY REQUIREMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 17A
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND COMPARABLE STATE LAW, AND CONTRIBUTIONS TO IT ARE TAX DEDUCTIBLE WITHIN LIMITATIONS PRESCRIBED BY THE CODE. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENLTY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0SOUTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0INDIGENOUS RIGHTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
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IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 3
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDIGENOUS RIGHTS AND RESOURCES HUB: IN PARTNERSHIP WITH THE COORDINATING ORGANIZATION OF INDIGENOUS PEOPLES OF THE AMAZON BASIN (COICA), EQUITABLE ORIGIN IS DEVELOPING A VIRTUAL RESOURCE HUB TO STRENGTHEN IN INDIGENOUS RIGHTS BY COLLATING TRAINING MATERIAL, TOOLS AND INFORMATION TO SUPPORT INDIGENOUS PEOPLES IN UNDERSTANDING AND ASSERTING THEIR RIGHTS AND TO ENABLE THEIR ACTIVE PARTICIPATION IN DECISIONS ABOUT LANDUSE AND NATURAL RESOURCE DEVELOPMENT. FPIC: IN PARTNERSHIP WITH ROUNDTABLE ON SUSTAINABLE BIOMATERIALS (RSB) AND THE COORDINATING ORGANIZATION OF INDIGENOUS PEOPLES OF THE AMAZON BASIN (COICA), EQUITABLE ORIGIN IS DEVELOPING A TOOL TO MONITOR FREE, PRIOR, AND INFORMED CONSENT (FPIC360). THE (CONTINUE ON SCHEDULE O) GOAL OF THE FPIC360 TOOL IS TO ENABLE CONSULTATION AND CONSENT PROCESSES THAT ALLOW AFFECTED COMMUNITIES TO EFFECTIVELY PARTICIPATE IN AND TAKE OWNERSHIP OF DECISIONMAKING PROCESSES THAT IMPACT THEIR TERRITORIES, RESOURCES, LIVELIHOODS AND WELLBEING. EO100 CERTIFICATION: EQUITABLE ORIGIN IS WORKING WITH ENERGY PRODUCERS AND DISTRIBUTORS IN NORTH AMERICA TO CERTIFY ENERGY PROJECTS TO THE EO100TM STANDARD FOR RESPONSIBLE ENERGY DEVELOPMENT AND ENABLE A PREMIUM PRICE FOR EO100TM CERTIFIED RESPONSIBLE ENERGY. THE EO100TM STANDARD PROVIDES A FRAMEWORK FOR IMPLEMENTING AND VERIFYING ENHANCED ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) PERFORMANCE, GREATER TRANSPARENCY, MORE ACCOUNTABILITY, AND BETTER OUTCOMES FOR LOCAL STAKEHOLDERS IN ENERGY DEVELOPMENT PROJECTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUITABLE ORIGIN DESIGNATED THE DRAGONFLY INITIATIVE (TDI) AS THE MANAGEMENT COMPANY. DECISIONS ARE OVERSEEN BY THE BOARD. TDI ALSO PROVIDES ADMINISTRATIVE AND PROJECT MANAGEMENT SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE FINANCE AND COMPENSATION COMMITTEE AT A MEETING. THE COMMITTEE WILL DETERMINE IF CONSIDERATION IS NEEDED BY THE FULL BOARD BEFORE IT IS POSTED ON THE EO WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS HAVE A DUTY TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. A DESIGNATED COMMITTEE WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND WILL TAKE APPROPRIATE ACTIONS TO RESOLVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EQUITABLE ORIGIN HAS ESTABLISHED A BOARDLEVEL FINANCE AND COMPENSATION COMMITTEE THAT IS RESPONSIBLE FOR PROVIDING FINANCIAL OVERSIGHT OF EQUITABLE ORIGIN'S BUDGETING AND FINANCIAL PLANNING, FINANCIAL REPORTING, AND THE CREATION AND MONITORING OF INTERNAL CONTROLS AND ACCOUNTABILITY POLICIES. ACCORDING TO THE TERMS OF REFERENCE, THE FINANCE AND COMPENSATION COMMITTEE SHALL BE COMPRISED OF THOSE DIRECTORS ELECTED BY THE FULL BOARD, NORMALLY INCLUDING THE BOARD TREASURER AND ONE OR MORE OTHER DIRECTORS. AMONG ITS PRINCIPAL RESPONSIBILITIES, THE FINANCE AND COMPENSATION COMMITTEE PROVIDES OVERSIGHT ON ALL ISSUES RELATED TO THE FINANCIAL MANAGEMENT OF THE ORGANIZATION INCLUDING, BUT NOT LIMITED TO REVIEWS AND MAKES RECOMMENDATIONS TO THE FULL EO BOARD ON THE COMPENSATION PACKAGES OF THE EO CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6221,321 68,216 0
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