Civic Intelligence

Washington Center for Equitable Growth Inc.

990 • Fiscal year 2016 • EIN 47-4464400

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 30, 2018

Organization ProfileWWW.EQUITABLEGROWTH.ORG
1500 K Street NW No 850Washington, DC 20005

(202) 545-3348

Siviq Scores

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

Liabilities / Assets

49th percentile

0.16x

Higher debt load relative to assets than 49% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.11x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

76th percentile

15%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$199,705

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

186%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$3,718,687

Up $505,187 (+16%) from 2015

Net Assets

Up

$3,106,514

Up $807,298 (+35%) from 2015

Liabilities

Down

$612,173

Down $302,111 (-33%) from 2015

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin76th percentile

Revenue

Up

$5,400,333

Up $3,514,899 (+186%) from 2015

Expenses

Up

$4,593,035

Up $4,125,178 (+882%) from 2015

Net Income

Down

$807,298

Down $610,279 (-43%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$15M$10M$5.0M$0Assets 2015: $3,213,500Liabilities 2015: $914,284Net Assets 2015: $2,299,2162015Assets 2016: $3,718,687Liabilities 2016: $612,173Net Assets 2016: $3,106,5142016Assets 2017: $4,755,527Liabilities 2017: $836,389Net Assets 2017: $3,919,1382017Assets 2018: $7,941,152Liabilities 2018: $1,007,018Net Assets 2018: $6,934,1342018Assets 2019: $9,987,755Liabilities 2019: $1,146,975Net Assets 2019: $8,840,7802019Assets 2020: $11,993,019Liabilities 2020: $1,366,895Net Assets 2020: $10,626,1242020Assets 2021: $11,979,868Liabilities 2021: $1,268,761Net Assets 2021: $10,711,1072021Assets 2022: $9,084,135Liabilities 2022: $1,176,352Net Assets 2022: $7,907,7832022Assets 2023: $7,546,618Liabilities 2023: $988,354Net Assets 2023: $6,558,2642023Assets 2024: $12,750,745Liabilities 2024: $949,476Net Assets 2024: $11,801,2692024

Highlighted filing

2016

Assets$3,718,687
Liabilities$612,173
Net Assets$3,106,514
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $1,885,434Expenses 2015: $467,857Net Income 2015: $1,417,5772015Revenue 2016: $5,400,333Expenses 2016: $4,593,035Net Income 2016: $807,2982016Revenue 2017: $5,853,456Expenses 2017: $5,040,832Net Income 2017: $812,6242017Revenue 2018: $9,403,286Expenses 2018: $6,388,290Net Income 2018: $3,014,9962018Revenue 2019: $9,925,191Expenses 2019: $8,018,545Net Income 2019: $1,906,6462019Revenue 2020: $10,852,740Expenses 2020: $9,067,396Net Income 2020: $1,785,3442020Revenue 2021: $8,578,592Expenses 2021: $8,493,609Net Income 2021: $84,9832021Revenue 2022: $6,193,469Expenses 2022: $8,996,793Net Income 2022: -$2,803,3242022Revenue 2023: $6,349,635Expenses 2023: $7,699,154Net Income 2023: -$1,349,5192023Revenue 2024: $11,966,024Expenses 2024: $6,723,019Net Income 2024: $5,243,0052024

Highlighted filing

2016

Revenue$5,400,333
Expenses$4,593,035
Net Income$807,298
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 30, 2018
Return Version
2016v3.0
Gross Receipts
$5,400,333
Mission and Program Overview

Mission

Improve our understanding of equitable growth and inequality by supporting new academic research and bringing together scholars to share their work.-build a stronger bridge between academics and policymakers to help ensure that research on equitable growth and inequality is relevant, accessible, and informative to the policymaking process. - shape a rigorous, fact-based national debate on equitable growth and inequality by facilitating scholars' participation in the media and investing in a sophisticated in-house communications and social media effort.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,424,970$2,648,281▲ $223,311
Accounts Receivable$245,088$612,500▲ $367,412
Land, Buildings, and Equipment, Net$451,056$336,927▼ $114,129
Prepaid Expenses and Deferred Charges$40,370$65,947▲ $25,577
Total Assets$3,213,500$3,718,687▲ $505,187
Other Assets Total$52,016$55,032▲ $3,016
Liabilities
Grants Payable$443,000$434,668▼ $8,332
Accounts Payable and Accrued Expenses$471,961$109,324▼ $362,637
Other Liabilities$-677$68,181▲ $68,858
Total Liabilities$914,284$612,173▼ $302,111
Net Assets / Fund Balance
Unrestricted Net Assets$1,417,577$2,506,725▲ $1,089,148
Temporarily Rstr Net Assets$881,639$599,789▼ $281,850
Total Net Assets Fund Balance$2,299,216$3,106,514▲ $807,298
Total Liabilities and Net Assets / Fund Balance$3,213,500$3,718,687▲ $505,187

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$257,293$95,441$352,734
Leasehold Improvements$79,634$34,775$114,409
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather BousheyPresidentFT$178,140$21,565$199,705
Edward PaisleyAssistant Secretary and asFT$155,843$30,749$186,592
John SchmittSenior Director, ResearchFT$136,677$17,097$153,774
Elisabeth JacobsSenior Director, PolicyFT$137,948$6,416$144,364
Katherine BanksDirector of Finance and AdministrationFT$100,304$10,007$110,311
David EvansDesign and Multimedia DirectorFT$102,513$4,749$107,262

Board Members and Trustees

NameTitle
Ira FishmanChairman of the Board
Byron AugusteAssistant Secretary and as
Steve DaetzSecretary and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,395,000
Program Service Revenue
$0
Investment Income
$1,492
Other Revenue
$3,841
All Other Contributions
$5,395,000
Change in Net Assets
$807,298

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,400,333
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,400,333
Total Revenue per Form 990
$5,400,333
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,378,208
Other Expenses$1,438,192
Grants and Similar Amounts Paid$776,635
Total Fundraising Expense$175,187
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,305,881$205,031$101,287$1,612,199
Grants to Domestic Orgs$641,635--$641,635
Fees for Services Other$491,868$39,543$576$531,987
Current Officers, Directors, Trustees, and Key Employees$312,901$50,219$23,178$386,298
Occupancy$273,571$11,981$18,415$303,967
Other Employee Benefits$136,426$21,896$10,106$168,428
Payroll Taxes$128,952$20,696$9,552$159,200
Conferences and Meetings$132,190$14,310$378$146,878
Grants to Domestic Individuals$135,000--$135,000
Depreciation Depletion$117,196$13,020-$130,216
Travel$97,470$4,575$6,255$108,300
Pension Plan Contributions$42,187$6,771$3,125$52,083
Fees for Services Legal$45,115$5,013-$50,128
Office Expenses$38,758$3,703$602$43,063
Insurance$7,949$883-$8,832
Fees for Services Accounting$5,943$660-$6,603
Other Expenses$2,621$295$425$2,916
Total Functional Expenses$4,010,434$407,414$175,187$4,593,035

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,593,035
Total Expenses per Audited Statements$4,593,035
Total Expenses per Form 990$4,593,035
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Bureau of Economic ResearchCambridge, MA501 C(3)The Effect of Government Cash Assistance on Household Credit Access and Use$100,000
New York UniversityNew York, NY501 C(3)The Evolution of Wealth Inequality and Social Mobility in the U.s.$86,290
University of CaliforniaBerkeley, CA501 C(3)Estimating the Impacts of Patents on U.s. Firms and Workers$80,000
Columbia UniversityNew York, NY501 C(3)Understanding Employer Provision of Paid Parental Leave in Ny, Ct, and Pa$73,000
Uc Hastings FoundationSan Francisco, CA501 C(3)Schedule Stability Study$72,100
University of Massachusetts AmherstAmherst, MA501 C(3)GENDER GAP OR PARENTHOOD GAPS? THE CONTRIBUTION OF PARENTHOOD TO THE GENDER WAGE GAP, 1983-2013$65,355
Brown UniversityProvidence, RI501 C(3)Secular Stagnation and Inequality$59,700
Georgetown UniversityWashington, DC501 C(3)Effect of Unemployment Insurance Benefits on Match Quality and Job Mobility$57,490
University of MinnesotaMinneapolis, MN501 C(3)The Impact of Consumer Credit Access on Employment, Earnings, and Entrepreneurship$47,700
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$68,181
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 board will review the 990 at the board meeting.”

Form 990, Part VI, Section B, Line 12C

“The board reviews the conflict of interest policy annually, new board members will complete questionnaires upon joining, then annually with the other board members. Outside of this time-line the organization would ask for a questionnaire to be updated if they are made tertiarily aware of any changes for a specific board member.”

Form 990, Part VI, Section C, Line 18

“UPON REQUEST.”

Form 990, Part VI, Section C, Line 19

“We do not make these policies available to the public.”

Filing and Contact Details

Filer

Filer Name
Washington Center for Equitable Growth
EIN
47-4464400
Phone
2025453348
Address
1500 K STREET NW NO 850, WASHINGTON, DC 20005

Signing Officer

Name
Ed Paisley
Title
Managing Director
Phone
2025453348
Signed
2018-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Paisley
Formed
2015
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
28
Volunteers
3

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Fees for services (commissions): program service expenses 130,801. Management and general expenses 0. Fundraising expenses 0. Total expenses 130,801. Contract services: program service expenses 361,067. Management and general expenses 39,543. Fundraising expenses 576. Total expenses 401,186.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year”

Amended Return Explanation

“Washington center for equitable growth, inc. Made a 501(h) election in 2015. The 2016 form 990 was originally filed without a schedule c, then amended to include the missing schedule c and 2016 lobbying expenses and the 2015 lobby nontaxable and grassroot nontaxable amounts. That amended return, however, incorrectly calculated the other exempt purpose expenditures. This amended return correctly calculates the amount of other exempt purpose expenditures and the total lobbying and grassroots nontaxable amounts.”

Financial Statement Notes

PART X, LINE 2:

“Equitable growth is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. Accordingly, no provision for income taxes has been made in the accompanying financial statements. Equitable growth is not a private foundation. For the year ended december 31, 2016, equitable growth has documented its consideration of its uncertain tax positions and determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements under current standards. The federal form 990, return of organization exempt from income tax, is subject to examination by the internal revenue service, generally for three years after it is filed.”

Raw XML AppendixShowing 400 of 637 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY AND TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3ASSISTANT SECRETARY AND AS
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT SECRETARY AND AS
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF FINANCE AND ADMINISTRATION
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IRS990/Form990PartVIISectionAGrp/TitleTxt7SENIOR DIRECTOR, RESEARCH
IRS990/Form990PartVIISectionAGrp/TitleTxt8DESIGN AND MULTIMEDIA DIRECTOR
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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IMPROVE OUR UNDERSTANDING OF EQUITABLE GROWTH AND INEQUALITY BY SUPPORTING NEW ACADEMIC RESEARCH AND BRINGING TOGETHER SCHOLARS TO SHARE THEIR WORK.-BUILD A STRONGER BRIDGE BETWEEN ACADEMICS AND POLICYMAKERS TO HELP ENSURE THAT RESEARCH ON EQUITABLE GROWTH AND INEQUALITY IS RELEVANT, ACCESSIBLE, AND INFORMATIVE TO THE POLICYMAKING PROCESS. - SHAPE A RIGOROUS, FACT-BASED NATIONAL DEBATE ON EQUITABLE GROWTH AND INEQUALITY BY FACILITATING SCHOLARS' PARTICIPATION IN THE MEDIA AND INVESTING IN A SOPHISTICATED IN-HOUSE COMMUNICATIONS AND SOCIAL MEDIA EFFORT.
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IRS990/OccupancyGrp/ManagementAndGeneralAmt011981
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IRS990/OfficeExpensesGrp/FundraisingAmt0602
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IRS990/OfficeExpensesGrp/ProgramServicesAmt038758
IRS990/OfficeExpensesGrp/TotalAmt043063
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt055032
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010106
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021896
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0136426
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0168428
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP AND SUBSCRIP
IRS990/OtherExpensesGrp/Desc1EQUIPMENT AND RENTAL MA
IRS990/OtherExpensesGrp/Desc2STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt01288
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt2425
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05791
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12014
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21013
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3295
IRS990/OtherExpensesGrp/ProgramServicesAmt063707
IRS990/OtherExpensesGrp/ProgramServicesAmt118123
IRS990/OtherExpensesGrp/ProgramServicesAmt212941
IRS990/OtherExpensesGrp/ProgramServicesAmt32621
IRS990/OtherExpensesGrp/TotalAmt070786
IRS990/OtherExpensesGrp/TotalAmt120137
IRS990/OtherExpensesGrp/TotalAmt214379
IRS990/OtherExpensesGrp/TotalAmt32916
IRS990/OtherLiabilitiesGrp/BOYAmt0-677
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IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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IRS990/OtherRevenueTotalAmt03841
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0101287
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0205031
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01305881
IRS990/OtherSalariesAndWagesGrp/TotalAmt01612199
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09552
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020696
IRS990/PayrollTaxesGrp/ProgramServicesAmt0128952
IRS990/PayrollTaxesGrp/TotalAmt0159200
IRS990/PensionPlanContributionsGrp/FundraisingAmt03125
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06771
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt042187
IRS990/PensionPlanContributionsGrp/TotalAmt052083
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt040370
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt065947
IRS990/PrincipalOfficerNm0ED PAISLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0BRAND AND REPUTATION:EQUITABLE GROWTH'S POLICY TEAM WORKS TO BUILD A STRONGER BRIDGE BETWEEN ACADEMICS AND POLICYMAKERS TO HELP ENSURE THAT RESEARCH ON INEQUALITY AND GROWTH IS CREDIBLE, RELEVANT, ACCESSIBLE, AND INFORMATIVE TO THE POLICYMAKING PROCESS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0459306
IRS990/ProgSrvcAccomActy2Grp/GrantAmt077664
IRS990/ProgSrvcAccomActy3Grp/Desc0NETWORK BUILDING:EQUITABLE GROWTH'S COMMUNICATIONS TEAM AIMS TO ELEVATE NEW RESEARCH AND POLICY-RELEVANT ANALYSIS BY INVESTING IN ROBUST COMMUNICATIONS EFFORTS TO ENSURE NEW FINDINGS DO NOT GET LOST IN THE NOISE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0411742
IRS990/ProgSrvcAccomActy3Grp/GrantAmt077664
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02029097
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0302886
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01788449
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0443000
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt024857
IRS990/PYOtherRevenueAmt096985
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01417577
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0467857
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01885434
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0807298
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02424970
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02648281
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05395000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01788449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07183449
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01492
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01492
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03841
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt096985
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0100826
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0316399
IRS990ScheduleA/SubstantialContributorsTotAmt06867050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05395000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01788449
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07183449
IRS990ScheduleA/TotalSupportAmt07285767
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt092723
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt023393
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt0116116
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0370892
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt093571
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0464463
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt08575
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt00
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt08575
IRS990ScheduleC/GrassrootsCeilingAmt0174174
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt092723
IRS990ScheduleC/LobbyingCeilingAmt0696695
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0370892
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt04409273
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt08575
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt04417848
IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt08575
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0257293
IRS990ScheduleD/EquipmentGrp/DepreciationAmt095441
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0352734
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04593035
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt079634
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt034775
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0114409
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt068181
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05400333
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EQUITABLE GROWTH IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. EQUITABLE GROWTH IS NOT A PRIVATE FOUNDATION. FOR THE YEAR ENDED DECEMBER 31, 2016, EQUITABLE GROWTH HAS DOCUMENTED ITS CONSIDERATION OF ITS UNCERTAIN TAX POSITIONS AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS UNDER CURRENT STANDARDS. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt068181
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05400333
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04593035
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0135000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0INDIVIDUAL GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/RecipientTable/CashGrantAmt086290
IRS990ScheduleI/RecipientTable/CashGrantAmt157490
IRS990ScheduleI/RecipientTable/CashGrantAmt259700
IRS990ScheduleI/RecipientTable/CashGrantAmt365355
IRS990ScheduleI/RecipientTable/CashGrantAmt447700
IRS990ScheduleI/RecipientTable/CashGrantAmt580000
IRS990ScheduleI/RecipientTable/CashGrantAmt673000
IRS990ScheduleI/RecipientTable/CashGrantAmt7100000
IRS990ScheduleI/RecipientTable/CashGrantAmt872100
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 C(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 C(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501 C(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501 C(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501 C(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501 C(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501 C(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501 C(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501 C(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0THE EVOLUTION OF WEALTH INEQUALITY AND SOCIAL MOBILITY IN THE U.S.

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,718,687
Liabilities
$612,173
Net assets
$3,106,514
Revenue
$5,400,333
Expenses
$4,593,035
Net income
$807,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.8$0.95$11.8$12.0$6.72$5.24
2023Detailed filing. Detailed filing data is available for this year.$7.55$0.99$6.56$6.35$7.70$1.35
2022Detailed filing. Detailed filing data is available for this year.$9.08$1.18$7.91$6.19$9.00$2.80
2021Detailed filing. Detailed filing data is available for this year.$12.0$1.27$10.7$8.58$8.49$0.08
2020Detailed filing. Detailed filing data is available for this year.$12.0$1.37$10.6$10.9$9.07$1.79
2019Detailed filing. Detailed filing data is available for this year.$9.99$1.15$8.84$9.93$8.02$1.91
2018Detailed filing. Detailed filing data is available for this year.$7.94$1.01$6.93$9.40$6.39$3.01
2017Detailed filing. Detailed filing data is available for this year.$4.76$0.84$3.92$5.85$5.04$0.81
2016Detailed filing. Detailed filing data is available for this year.$3.72$0.61$3.11$5.40$4.59$0.81
2015Summary only. Only limited summary data is available for this year.$3.21$0.91$2.30$1.89$0.47$1.42