Civic Intelligence

Equi-Ed Inc.

990EZ • Fiscal year 2023 • EIN 68-0356989

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

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

(707) 546-7737

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

34th percentile

-4.2%

Higher net margin than 34% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.4%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

20%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$84,868

Down $3,877 (-4.4%) from 2022

Net Assets

Down

$84,868

Down $3,877 (-4.4%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$93,408

Up $15,527 (+20%) from 2022

Expenses

Down

$97,285

Down $11,265 (-10%) from 2022

Net Income

Up

-$3,877

Up $26,792 (+87%) from 2022

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

2023

Assets$84,868
Liabilities-
Net Assets$84,868

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

2023

Revenue$93,408
Expenses$97,285
Net Income-$3,877
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Gross Receipts
$93,408
Mission and Program Overview

Mission

Provide learning experience for handicapped persons

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL EXPERIENCE FOR CHILDREN WITH DISABILITIES-$89,901
PROVIDE LEARNING EXPERIENCE FOR HANDICAPPED PERSONS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN KAHDAMANPresident-$0--
JEAN MARTINTreasurer-$0--
BETH WYATTMember-$0--
BEVERLY WINTONSecretary-$0--
RACHELLE HIRSCHMember-$0--
Filing and Contact Details

Filer

Filer Name
Equi-ed Inc
EIN
68-0356989
Phone
7075467737
Address
1535 FARMERS LANE RM/STE 217, SANTA ROSA, CA 95405

Signing Officer

Name
Jean Martin
Title
Treasurer
Phone
7075467737
Signed
2024-05-08

Preparer

Firm
Cathy Netz Ea
Address
56 BALMA LN, PETALUMA, CA 94952-9621
Preparer
Cathy Netz Ea
Phone
7076655394
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Refunds and credits 724 total 724

Form 990-ez, Part I, Line 16

Expenses administration 486 bank fees 38 facilities lease 9,600 farrier 4,050 feed 15,008 fees and membership 400 horse and barn supplies 2,280 instructor 2,129 insurance 5,039 lesson refunds 90 mailbox rental 276 maintenance 220 miscellaneous 366 paypal 46 payroll expense 1,511 port a potty rental 3,247 postage 900 telephone 588 vet 2,567 volunteer program 345 payroll tx 1,054 total 50,240

Form 990-ez, Part I, Line 20

Increase in investment vale 0

Form 990-ez, Part II, Line 24

32,647 32,647 less accumulated depreciation 32,647 32,647 marketable securities 0 0 total 0 0

Form 990-ez, Part III, Line 31

Provide educational experience for children with disabilities

Raw XML Appendix156 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/BOYAmt088745
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3877
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03461
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0666
IRS990EZ/GrossReceiptsAmt093408
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0201
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088745
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084868
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088745
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084868
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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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/PersonNm0JAN KAHDAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEAN MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETH WYATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BEVERLY WINTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RACHELLE HIRSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050240
IRS990EZ/OtherRevenueTotalAmt0724
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE LEARNING EXPERIENCE FOR HANDICAPPED PERSONS
IRS990EZ/ProgramServiceRevenueAmt017098
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE LEARNING EXPERIENCE FOR HANDICAPPED PERSONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE EDUCATIONAL EXPERIENCE FOR CHILDREN WITH DISABILITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt089901
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt043584
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0666
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097285
IRS990EZ/TotalProgramServiceExpensesAmt089901
IRS990EZ/TotalRevenueAmt093408
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt058406
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt099074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt069083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0340997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018689
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt019475
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0466881
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093408
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IRS990ScheduleA/Total509Grp/TotalAmt0466881
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0142877
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058252
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094463
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0466881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUNDS AND CREDITS 724 TOTAL 724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATION 486 BANK FEES 38 FACILITIES LEASE 9,600 FARRIER 4,050 FEED 15,008 FEES AND MEMBERSHIP 400 HORSE AND BARN SUPPLIES 2,280 INSTRUCTOR 2,129 INSURANCE 5,039 LESSON REFUNDS 90 MAILBOX RENTAL 276 MAINTENANCE 220 MISCELLANEOUS 366 PAYPAL 46 PAYROLL EXPENSE 1,511 PORT A POTTY RENTAL 3,247 POSTAGE 900 TELEPHONE 588 VET 2,567 VOLUNTEER PROGRAM 345 PAYROLL TX 1,054 TOTAL 50,240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INCREASE IN INVESTMENT VALE 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt332,647 32,647 LESS ACCUMULATED DEPRECIATION 32,647 32,647 MARKETABLE SECURITIES 0 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE EDUCATIONAL EXPERIENCE FOR CHILDREN WITH DISABILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07075467737
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EQUI-ED INC
ReturnHeader/Filer/BusinessNameControlTxt0EQUI
ReturnHeader/Filer/EIN0680356989
ReturnHeader/Filer/PhoneNum07075467737
ReturnHeader/Filer/USAddress/AddressLine1Txt01535 FARMERS LANE RM/STE 217
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095405
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943086293
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/PhoneNum07076655394
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHY NETZ EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-10T13:25:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTIN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings