Civic Intelligence

Equitable Origin Inc.

990 • Fiscal year 2015 • EIN 47-4007160

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 17, 2016

894 Avenue Of The Americas 5th FlrNew York, NY 10001

(917) 677-7671

Siviq Scores

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

Liabilities / Assets

88th percentile

0.45x

Higher debt load relative to assets than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

89th percentile

$39,847

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$78,813

No earlier filing loaded for comparison.

Net Assets

$43,392

No earlier filing loaded for comparison.

Liabilities

$35,421

No earlier filing loaded for comparison.

Revenue

$383,659

No earlier filing loaded for comparison.

Expenses

$340,267

No earlier filing loaded for comparison.

Net Income

$43,392

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$78,813
Liabilities$35,421
Net Assets$43,392

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$383,659
Expenses$340,267
Net Income$43,392
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 17, 2016
Return Version
2015v2.1
Gross Receipts
$383,659
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 proect people and the environment by ensuring that energy development is conducted under the highest social and environmental standards.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$65,402▲ $65,402
Accounts Receivable$0$11,416▲ $11,416
Prepaid Expenses and Deferred Charges$0$1,995▲ $1,995
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$0$78,813▲ $78,813
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$35,421▲ $35,421
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$35,421▲ $35,421
Net Assets / Fund Balance
Unrestricted Net Assets$0$43,392▲ $43,392
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$0$43,392▲ $43,392
Total Liabilities and Net Assets / Fund Balance$0$78,813▲ $78,813
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Soledad MillsChief Executive OfficerFT$39,847$39,847
David PoritzPresident & Co-founder-$16,167$16,167

Board Members and Trustees

NameTitle
Michael ConroyChairman of the Board
Christopher CarlisleBoard Member
Gilbert SquiresBoard Member
James AnayaBoard Member
Juan Carlos JintiachBoard Member
Miguel MoyanoBoard Member
Motoko AizawaBoard Member
Paul SorensonBoard Member
Stephen NewtonBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$373,309
Program Service Revenue
$10,350
Investment Income
$0
Other Revenue
$0
All Other Contributions
$364,101
Change in Net Assets
$43,392

Audited Revenue Reconciliation

Revenue per Audited Statements
$383,659
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$383,659
Total Revenue per Form 990
$383,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,508
Salaries, Compensation, and Employee Benefits$166,159
Total Fundraising Expense$38,889
Grants and Similar Amounts Paid$3,600
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$70,318$19,015$0$89,333
Other Salaries and Wages$41,832$27,654$15,762$85,248
Current Officers, Directors, Trustees, and Key Employees$27,487$18,171$10,357$56,015
Travel$13,902$11,229$4,604$29,735
Payroll Taxes$6,426$4,248$2,422$13,096
Other Employee Benefits$5,790$3,828$2,182$11,800
Fees for Services Accounting$0$10,650$0$10,650
Fees for Services Legal$0$9,228$0$9,228
Office Expenses$3,078$3,180$901$7,159
Conferences and Meetings$2,102$3,600$0$5,702
Occupancy$19$3,358$766$4,143
Advertising$0$2,000$1,895$3,895
Grants to Domestic Orgs$3,600--$3,600
Other Expenses$0$2,878$0$2,878
Information Technology$54$2,390$0$2,444
Insurance$0$658$0$658
Total Functional Expenses$174,608$126,770$38,889$340,267

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$340,267
Total Expenses per Audited Statements$340,267
Total Expenses per Form 990$340,267
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
No
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
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 will be reviewed by the finance and compensation committee at its next regular meeting. It will determine if consideration is needed by the full board before it is posted on the eo website.

Form 990, Part VI, Section B, 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, Part VI, Section C, Line 19

Financial and governing documents are available upon reasonable request.

Filing and Contact Details

Filer

Filer Name
Equitable Origin Inc
EIN
47-4007160
Phone
9176777671
Address
894 AVENUE OF THE AMERICAS 5TH FLR, NEW YORK, NY 10001

Signing Officer

Name
Soledad Mills
Title
Chief Executive Officer
Phone
9176777671
Signed
2016-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Soledad Mills
Formed
2015
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
9
Employees
8
Volunteers
1

Preparer

Firm
EASY OFFICER dba JITASA
Address
1750 W FRONT STREET, SUITE 200, BOISE, ID 83702
Preparer
Mary Soper
Phone
2082874777
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional consulting - $7,875, it services - $4,480, translation services - $2,089, other professional services - $74,889.

Financial Statement Notes

Schedule D, Part X, Line 2

Eo does not beleive its financial statements include any material, uncertain tax positions. December 31, 2015 will be the initial filing; therefore there are no prior tax periods subject to examination by applicable taxing authorities.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
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IRS990/InformationTechnologyGrp/ProgramServicesAmt054
IRS990/InformationTechnologyGrp/TotalAmt02444
IRS990/InitialReturnInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0658
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0658
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt09208
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROTECT PEOPLE AND THE ENVIRONMENT BY ENSURING THAT ENERGY DEVELOPMENT IS CONDUCTED UNDER THE HIGHEST SOCIAL AND ENVIRONMENTAL STANDARDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt043392
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0766
IRS990/OccupancyGrp/ManagementAndGeneralAmt03358
IRS990/OccupancyGrp/ProgramServicesAmt019
IRS990/OccupancyGrp/TotalAmt04143
IRS990/OfficeExpensesGrp/FundraisingAmt0901
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03180
IRS990/OfficeExpensesGrp/ProgramServicesAmt03078
IRS990/OfficeExpensesGrp/TotalAmt07159
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02182
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03828
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05790
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011800
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1BANK CHARGES AND PROCESSING FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04683
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12878
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt04683
IRS990/OtherExpensesGrp/TotalAmt12878
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt015762
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027654
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt041832
IRS990/OtherSalariesAndWagesGrp/TotalAmt085248
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02422
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04248
IRS990/PayrollTaxesGrp/ProgramServicesAmt06426
IRS990/PayrollTaxesGrp/TotalAmt013096
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01995
IRS990/PrincipalOfficerNm0SOLEDAD MILLS
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0STAKEHOLDER ENGAGEMENT - REACHING COMMUNITIES THAT NEIGHBOR EXISTING OR PLANNED ENERGY DEVELOPMENT HAS BEEN A CORE PART OF EQUITABLE ORIGIN'S WORK, PARTICULARLY IN PLACES WHERE PEOPLE ARE UNABLE TO ACCESS THE INTERNET AND SUBMIT COMMENTS DURING THE PUBLIC COMMENT PERIOD. EO HOLDS WORKSHOPS WITH LOCAL AND INDIGENOUS COMMUNITIES IN AREAS AFFECTED BY THE PRODUCTION OF OIL AND GAS TO HELP EDUCATE THEM AND GIVE THEM A VOICE IN THE ENERGY DEVELOPMENT GOING ON IN THEIR LOCAL COMMUNITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt054952
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0250
IRS990/ProgSrvcAccomActy3Grp/Desc0ALL OTHER GENERAL PROGRAMS INCLUDING PROGRAM MANAGEMENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt036070
IRS990/ProgSrvcAccomActy3Grp/GrantAmt03600
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt043392
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt016100
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00

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