Civic Intelligence

The Aequilibris Trust

EIN 58-1818879 • Scottsdale, AZ

9856 E Blue Sky DrScottsdale, AZ 85262-8452
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

9th percentile

-145%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2015

Asset Growth

33rd percentile

-15%

Faster asset growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

9.2%

Faster revenue growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$56,565

Down $8,611 (-13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$56,565

Down $8,611 (-13%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin9th percentile

Revenue

Up

$8,503

Up $278 (+3.4%) from 2023

Expenses

Down

$17,114

Down $3,003 (-15%) from 2023

Net Income

Up

-$8,611

Up $3,281 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$600K$400K$200K$0Assets 2011: $100,529Liabilities 2011: $02011Assets 2012: $156,302Liabilities 2012: $02012Assets 2013: $123,465Liabilities 2013: $02013Assets 2014: $91,074Liabilities 2014: $02014Assets 2015: $555,478Liabilities 2015: $0Net Assets 2015: $555,4782015Assets 2017: $501,186Liabilities 2017: $0Net Assets 2017: $501,1862017Assets 2018: $494,740Liabilities 2018: $0Net Assets 2018: $494,7402018Assets 2019: $493,271Liabilities 2019: $0Net Assets 2019: $493,2712019Assets 2020: $489,937Liabilities 2020: $0Net Assets 2020: $489,9372020Assets 2021: $84,042Liabilities 2021: $0Net Assets 2021: $84,0422021Assets 2022: $77,068Liabilities 2022: $0Net Assets 2022: $77,0682022Assets 2023: $65,176Liabilities 2023: $0Net Assets 2023: $65,1762023Assets 2024: $56,565Liabilities 2024: $0Net Assets 2024: $56,5652024

Highlighted filing

2024

Assets$56,565
Liabilities$0
Net Assets$56,565
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $10,877Expenses 2011: $29,651Net Income 2011: -$18,7742011Revenue 2012: $85,272Expenses 2012: $31,374Net Income 2012: $53,8982012Revenue 2013: $6,437Expenses 2013: $35,662Net Income 2013: -$29,2252013Revenue 2014: $21,423Expenses 2014: $55,814Net Income 2014: -$34,3912014Revenue 2015: $524,082Expenses 2015: $59,678Net Income 2015: $464,4042015Revenue 2017: $27,671Expenses 2017: $8,281Net Income 2017: $19,3902017Revenue 2018: $8,069Expenses 2018: $14,587Net Income 2018: -$6,5182018Revenue 2019: $8,510Expenses 2019: $10,068Net Income 2019: -$1,5582019Revenue 2020: $8,073Expenses 2020: $11,248Net Income 2020: -$3,1752020Revenue 2021: -$72,697Expenses 2021: $17,368Net Income 2021: -$90,0652021Revenue 2022: $7,531Expenses 2022: $14,505Net Income 2022: -$6,9742022Revenue 2023: $8,225Expenses 2023: $20,117Net Income 2023: -$11,8922023Revenue 2024: $8,503Expenses 2024: $17,114Net Income 2024: -$8,6112024

Highlighted filing

2024

Revenue$8,503
Expenses$17,114
Net Income-$8,611
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,565
Liabilities
$0
Net assets
$56,565
Revenue
$8,503
Expenses
$17,114
Net income
-$8,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.09$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.08$0.20$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.08$0.15$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.73$0.17$0.90
2020Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.08$0.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.09$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.08$0.15$0.07
2017Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.28$0.08$0.19
2015Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$5.24$0.60$4.64
2014Summary only. Only limited summary data is available for this year.$0.91$0.00$0.21$0.56$0.34
2013Summary only. Only limited summary data is available for this year.$1.23$0.00$0.06$0.36$0.29
2012Summary only. Only limited summary data is available for this year.$1.56$0.00$0.85$0.31$0.54
2011Summary only. Only limited summary data is available for this year.$1.01$0.00$0.11$0.30$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH W SLUTSKYTrustee-$0--
MICHAEL E WISEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Aequilibris Trust
EIN
58-1818879
Phone
3107964796
Address
9856 E BLUE SKY DR, SCOTTSDALE, AZ 85262-8452

Signing Officer

Name
Kenny Slutsky
Title
President
Phone
3107964796
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Gursey Schneider Llp
Address
16633 VENTURA BLVD SUITE 1320, ENCINO, CA 91436
Preparer
Brian Gray
Phone
3105520960
Raw XML Appendix317 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VAIL HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FRESH START WOMEN'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BETTY FORD ALPINE GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONPROFIT 501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONPROFIT 501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONPROFIT 501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONPROFIT 501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NONPROFIT 501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06300 JOHN RYAN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13241 E SHEA BLVD 416
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31130 E MCDOWELL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4522 SOUTH FRONTAGE ROAD EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4VAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd281658
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd385006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd481657
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013960
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09928
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024401
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05971
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09928
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03040
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024401
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021361
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0114
TaxesSchedule/TaxesDetail/CategoryTxt0INTERNAL REVENUE SERVICE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNY SLUTSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03107964796
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AEQUILIBRIS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AEQU
ReturnHeader/Filer/EIN0581818879
ReturnHeader/Filer/PhoneNum03107964796
ReturnHeader/Filer/USAddress/AddressLine1Txt09856 E BLUE SKY DR
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0852628452
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953309779
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GURSEY SCHNEIDER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016633 VENTURA BLVD SUITE 1320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091436
ReturnHeader/PreparerPersonGrp/PhoneNum03105520960
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN GRAY
ReturnHeader/ReturnTs02025-05-14T16:45:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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