Civic Intelligence

Equitable Origin Inc.

990 • Fiscal year 2017 • EIN 47-4007160

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 28, 2019

601 West 26th Street Suite 325-209New York, NY 10001

(917) 677-7671

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$201,188

Flat from 2017

Net Assets

Flat

$170,281

Flat from 2017

Liabilities

Flat

$30,907

Flat from 2017

Revenue And Expenses

Revenue

Flat

$484,753

Flat from 2017

Expenses

Flat

$507,166

Flat from 2017

Net Income

Flat

-$22,413

Flat from 2017

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 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

2017

Assets$201,188
Liabilities$30,907
Net Assets$170,281

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 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

2017

Revenue$484,753
Expenses$507,166
Net Income-$22,413
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 28, 2019
Return Version
2017v2.0
Gross Receipts
$484,753
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.

We partner with business, communities and government to support transparent, sustainable and equitable energy development that benefits all stakeholders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$98,941$136,092▲ $37,151
Accounts Receivable$135,544$65,096▼ $70,448
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
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0--
Total Assets$234,485$201,188▼ $33,297
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$41,791$30,907▼ $10,884
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$41,791$30,907▼ $10,884
Net Assets / Fund Balance
Unrestricted Net Assets$42,694$170,281▲ $127,587
Temporarily Rstr Net Assets$150,000$0▼ $150,000
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$192,694$170,281▼ $22,413
Total Liabilities and Net Assets / Fund Balance$234,485$201,188▼ $33,297
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Soledad MillsChief Executive OfficerFT$80,845$80,845
David PoritzPresident & Co-founderPT$9,500$9,500

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$362,868
Program Service Revenue
$107,943
Investment Income
$0
Other Revenue
$13,942
All Other Contributions
$362,868
Change in Net Assets
$-22,413

Audited Revenue Reconciliation

Revenue per Audited Statements
$484,753
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,160
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$486,913
Total Revenue per Form 990
$484,753
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$297,100
Salaries, Compensation, and Employee Benefits$208,211
Total Fundraising Expense$17,278
Grants and Similar Amounts Paid$1,855
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$155,418$0$5,600$161,018
Current Officers, Directors, Trustees, and Key Employees$58,007$24,254$8,085$90,346
Other Salaries and Wages$53,670$34,070$0$87,740
Travel$27,457$7,402$803$35,662
Other Employee Benefits$18,891$9,866$1,368$30,125
Fees for Services Accounting$0$26,473$0$26,473
Advertising$7,775$5,970$71$13,816
Fees for Services Legal$0$12,928$0$12,928
Office Expenses$4,389$6,023$898$11,310
Other Expenses$6,579$0$0$6,579
Information Technology$0$6,352$0$6,352
Grants to Domestic Orgs$1,855--$1,855
Conferences and Meetings$556$438$400$1,394
Occupancy$737$385$53$1,175
Total Functional Expenses$335,334$154,554$17,278$507,166

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$509,326
Expenses per Audited Statements$507,166
Total Expenses per Form 990$507,166
Expenses Not Reported on Form 990$2,160
Expenses Not Reported on Financial Statements$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
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
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 B, Line 15

Equitable origin has established a board-level 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, 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
601 WEST 26TH STREET SUITE 325-209, NEW YORK, NY 10001

Signing Officer

Name
Soledad Mills
Title
Chief Executive Officer
Phone
9176777671
Signed
2019-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Soledad Mills
Formed
2015
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
1

Preparer

Firm
Easy Office 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

Outside contract services, foreign contractors

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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
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/NetAssetsOrFundBalancesBOYAmt0192694
IRS990/NetAssetsOrFundBalancesEOYAmt0170281
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt0711
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt053
IRS990/OccupancyGrp/ManagementAndGeneralAmt0385
IRS990/OccupancyGrp/ProgramServicesAmt0737
IRS990/OccupancyGrp/TotalAmt01175
IRS990/OfficeExpensesGrp/FundraisingAmt0898
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06023
IRS990/OfficeExpensesGrp/ProgramServicesAmt04389
IRS990/OfficeExpensesGrp/TotalAmt011310
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01368
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09866
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt018891
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030125
IRS990/OtherExpensesGrp/Desc0Bad Debts Expenses
IRS990/OtherExpensesGrp/Desc1Membership Dues
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020393
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt16579
IRS990/OtherExpensesGrp/TotalAmt020393
IRS990/OtherExpensesGrp/TotalAmt16579
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Revenue
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt013942
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013942
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt013942
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034070
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt053670
IRS990/OtherSalariesAndWagesGrp/TotalAmt087740
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
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/PrincipalOfficerNm0SOLEDAD MILLS
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Energy development programs
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0107943
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0107943
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0GENERAL PROGRAM - APPLICATION OF THE EO100 STANDARD FOR RESPONSIBLE ENERGY DEVELOPMENT TO ENERGY PROJECTS IN THE ANDES-AMAZON REGION THROUGH MAINTAINING AND BUILDING KEY STRATEGIC PARTNERSHIPS WITH INDIGENOUS ORGANIZATIONS, AND THROUGH ENGAGING INDUSTRY AND GOVERNMENT AGENCIES TO PROMOTE RESPONSIBLE PRACTICES IN THE ENERGY SECTOR. FACILITATE DIALOGUE AMONG STAKEHOLDERS ON SUSTAINABLE DEVELOPMENT OF ENERGY IN THE REGION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt032854
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0SED MEXICO- WE ARE WORKING WITH ANUIES, THE NATIONAL ASSOCIATION OF UNIVERSITIES AND HIGHER EDUCATION INSTITUTIONS, A NON-GOVERNMENTAL ORGANIZATION COMPRISED OF 187 PUBLIC AND PRIVATE HIGHER EDUCATION INSTITUTIONS ACROSS MEXICO, TO CREATE AN INNOVATIVE AND SUSTAINABLE MODEL FOR IMPACT ASSESSMENTS BASED ON THE EO100TM STANDARD FOR RESPONSIBLE ENERGY DEVELOPMENT. WE HAVE DEVELOPED AND ARE DEPLOYING A TRAINING CURRICULUM FOR SOCIAL AND ENVIRONMENTAL IMPACT ASSESSMENT BASED ON THE EO100TM STANDARD IN COLLABORATION WITH ACADEMIC INSTITUTIONS IN MEXICO.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014502
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS: BUSINESS DEVELOPMENT, IP EXCHANGE, PROGRAM MANAGEMENT, SED SHALE O/G, SED ANDES-AMAZON, RESPONSIBLE RENEWABLE S, ASSURANCE, RESEARCH M&E, STANDARD DEVELOPMENT, EO PLATFORM, CONVENTIONAL O/G;
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt038079
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt01855
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt093143
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0684152
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0301056
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt075489
IRS990/PYRevenuesLessExpensesAmt0149302
IRS990/PYSalariesCompEmpBnftPaidAmt0309283
IRS990/PYTotalExpensesAmt0610339
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0759641
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-22413
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/RevenueAmt03600
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00

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