Civic Intelligence

Equi-Ed Inc.

990EZ • Fiscal year 2016 • EIN 68-0356989

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

1535 Farmers Lane Rm/Ste 217Santa Rosa, CA 95405

(707) 953-6223

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

25th percentile

-8.5%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

54th percentile

4.0%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$44,268

Up $1,705 (+4.0%) from 2015

Net Assets

Up

$44,268

Up $1,705 (+4.0%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$64,465

Down $14,871 (-19%) from 2015

Expenses

Down

$69,949

Down $857 (-1.2%) from 2015

Net Income

Down

-$5,484

Down $14,014 (-164%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $41,210Liabilities 2011: $02011Assets 2012: $39,958Liabilities 2012: $02012Assets 2013: $40,241Liabilities 2013: $02013Assets 2014: $34,033Net Assets 2014: $34,0332014Assets 2015: $42,563Net Assets 2015: $42,5632015Assets 2016: $44,268Net Assets 2016: $44,2682016Assets 2017: $74,861Net Assets 2017: $74,8612017Assets 2018: $69,473Net Assets 2018: $69,4732018Assets 2019: $88,483Net Assets 2019: $88,4832019Assets 2020: $75,482Net Assets 2020: $75,4822020Assets 2021: $119,414Net Assets 2021: $119,4142021Assets 2022: $88,745Net Assets 2022: $88,7452022Assets 2023: $84,868Net Assets 2023: $84,8682023Assets 2024: $56,181Liabilities 2024: $1,205Net Assets 2024: $54,9762024

Highlighted filing

2016

Assets$44,268
Liabilities-
Net Assets$44,268

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $86,031Expenses 2011: $83,484Net Income 2011: $2,5472011Revenue 2012: $76,559Expenses 2012: $77,811Net Income 2012: -$1,2522012Revenue 2013: $85,325Expenses 2013: $85,042Net Income 2013: $2832013Revenue 2014: $68,742Expenses 2014: $78,451Net Income 2014: -$9,7092014Revenue 2015: $79,336Expenses 2015: $70,806Net Income 2015: $8,5302015Revenue 2016: $64,465Expenses 2016: $69,949Net Income 2016: -$5,4842016Revenue 2017: $101,156Expenses 2017: $70,563Net Income 2017: $30,5932017Revenue 2018: $71,790Expenses 2018: $77,178Net Income 2018: -$5,3882018Revenue 2019: $92,903Expenses 2019: $73,893Net Income 2019: $19,0102019Revenue 2020: $53,607Expenses 2020: $66,608Net Income 2020: -$13,0012020Revenue 2021: $137,455Expenses 2021: $93,523Net Income 2021: $43,9322021Revenue 2022: $77,881Expenses 2022: $108,550Net Income 2022: -$30,6692022Revenue 2023: $93,408Expenses 2023: $97,285Net Income 2023: -$3,8772023Revenue 2024: $91,434Expenses 2024: $121,326Net Income 2024: -$29,8922024

Highlighted filing

2016

Revenue$64,465
Expenses$69,949
Net Income-$5,484
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$67,763
Mission and Program Overview

Mission

Provide learning experience for handicapped persons

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL EXPERIENCE FOR CHILDREN WITH DISABILITIES-$63,609
PROVIDE LEARNING EXPERIENCE FOR HANDICAPPED PERSONS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE DAVISSecretary-$0--
MARY PELDSZUSPresident-$0--
BEVERLY WINTONTreasurer-$0--
STEPHANIE KOCH ARATAVice Preside-$0--
JAN KAHDEMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Equi-ed Inc
EIN
68-0356989
Address
1535 FARMERS LANE RM/STE 217, SANTA ROSA, CA 95405

Signing Officer

Name
Beverly Winton
Title
Treasurer
Signed
2017-05-08

Preparer

Firm
Cathy Netz Ea
Address
56 BALMA LN, PETALUMA, CA 94952-9621
Preparer
Cathy Netz Ea
Phone
7076648631
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 120 facilities lease 9,600 farrier 3,600 feed 13,223 fees and membership 474 horse and barn supplies 304 insurance 2,229 maintenance 88 office supplies 324 postage 278 program expense 98 tax & license 79 telephone 794 travel 20 utilities 300 vet 1,919 wave project 447 website 120 port a potty rental 2,396 non-investment depreciation 222 total 36,635

Form 990-ez, Part I, Line 20

Increase in investment vale 7,189

Form 990-ez, Part II, Line 24

31,081 29,247 less accumulated depreciation 28,714 29,136 marketable securities 0 9,929 total 2,367 10,040

Form 990-ez, Part III, Line 31

Provide educational experience for children with disabilities

Raw XML Appendix155 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHEILA MCCARTHY
IRS990EZ/BooksInCareOfDetail/PhoneNum07079536223
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01535 FARMERS LANE 217
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095405
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040196
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034228
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037309
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5484
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt033314
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042563
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044268
IRS990EZ/FundraisingGrossIncomeAmt06332
IRS990EZ/GrossReceiptsAmt067763
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01606
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042563
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044268
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042563
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044268
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY PELDSZUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BEVERLY WINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE KOCH ARATA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAN KAHDEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02367
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010040
IRS990EZ/OtherChangesInNetAssetsAmt07189
IRS990EZ/OtherExpensesTotalAmt036635
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE LEARNING EXPERIENCE FOR HANDICAPPED PERSONS
IRS990EZ/ProgramServiceRevenueAmt022516
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE LEARNING EXPERIENCE FOR HANDICAPPED PERSONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE EDUCATIONAL EXPERIENCE FOR CHILDREN WITH DISABILITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063609
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03298
IRS990EZ/SpecialEventsNetIncomeLossAmt03034
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069949
IRS990EZ/TotalProgramServiceExpensesAmt063609
IRS990EZ/TotalRevenueAmt064465
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt037309
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0191507
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035199
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt025209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0157394
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt013854
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt017113
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt030967
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0379868
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085325
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076559
IRS990ScheduleA/Total509Grp/TotalAmt0379868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt068742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085325
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076559
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0379868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 120 FACILITIES LEASE 9,600 FARRIER 3,600 FEED 13,223 FEES AND MEMBERSHIP 474 HORSE AND BARN SUPPLIES 304 INSURANCE 2,229 MAINTENANCE 88 OFFICE SUPPLIES 324 POSTAGE 278 PROGRAM EXPENSE 98 TAX & LICENSE 79 TELEPHONE 794 TRAVEL 20 UTILITIES 300 VET 1,919 WAVE PROJECT 447 WEBSITE 120 PORT A POTTY RENTAL 2,396 NON-INVESTMENT DEPRECIATION 222 TOTAL 36,635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCREASE IN INVESTMENT VALE 7,189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt231,081 29,247 LESS ACCUMULATED DEPRECIATION 28,714 29,136 MARKETABLE SECURITIES 0 9,929 TOTAL 2,367 10,040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE EDUCATIONAL EXPERIENCE FOR CHILDREN WITH DISABILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY WINTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EQUI-ED INC
ReturnHeader/Filer/BusinessNameControlTxt0EQUI
ReturnHeader/Filer/EIN0680356989
ReturnHeader/Filer/USAddress/AddressLine1Txt01535 FARMERS LANE RM/STE 217
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095405
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F086DBAD1E5B4894D00192D8BB6843DDB0C0D94D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F086DBAD1E5B4894D00192D8BB6843DDB0C0D94D
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CATHY NETZ EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt056 BALMA LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PETALUMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949529621
ReturnHeader/PreparerPersonGrp/PhoneNum07076648631
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHY NETZ EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T14:17:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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