Civic Intelligence

The Marie Equi Institute

990 • Fiscal year 2022 • EIN 81-3390559

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 20, 2023

Organization ProfileWWW.EQUI-INSTITUTE.ORG

View Organization Page

6426 NE Rodney StPortland, OR 97211

(503) 459-2584

Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

48th percentile

0.02x

Higher debt load relative to revenue than 48% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

56th percentile

9.5%

Higher net margin than 56% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$64,548

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

99th percentile

883%

Faster asset growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

35%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$918,770

Up $825,263 (+883%) from 2021

Net Assets

Up

$909,770

Up $816,263 (+873%) from 2021

Liabilities

Up

$9,000

Up $9,000 from 2021

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin56th percentile

Revenue

Up

$529,599

Up $137,017 (+35%) from 2021

Expenses

Up

$479,525

Up $100,536 (+27%) from 2021

Net Income

Up

$50,074

Up $36,481 (+268%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2016: $1Liabilities 2016: $02016Assets 2017: $1Liabilities 2017: $02017Assets 2018: $4,926Liabilities 2018: $02018Assets 2019: $66,402Liabilities 2019: $0Net Assets 2019: $66,4022019Assets 2020: $79,914Liabilities 2020: $0Net Assets 2020: $79,9142020Assets 2021: $93,507Liabilities 2021: $0Net Assets 2021: $93,5072021Assets 2022: $918,770Liabilities 2022: $9,000Net Assets 2022: $909,7702022Assets 2023: $420,370Liabilities 2023: $0Net Assets 2023: $420,3702023Assets 2024: $1,963,527Liabilities 2024: $1,059,765Net Assets 2024: $903,7622024

Highlighted filing

2022

Assets$918,770
Liabilities$9,000
Net Assets$909,770
Open 2022 Filing

Operations Trend

Revenue Growth72nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $598Expenses 2017: $48Net Income 2017: $5502017Revenue 2018: $2,656Expenses 2018: $350Net Income 2018: $2,3062018Revenue 2019: $212,132Expenses 2019: $148,036Net Income 2019: $64,0962019Revenue 2020: $145,566Expenses 2020: $132,054Net Income 2020: $13,5122020Revenue 2021: $392,582Expenses 2021: $378,989Net Income 2021: $13,5932021Revenue 2022: $529,599Expenses 2022: $479,525Net Income 2022: $50,0742022Revenue 2023: $302,699Expenses 2023: $790,563Net Income 2023: -$487,8642023Revenue 2024: $2,109,725Expenses 2024: $1,473,505Net Income 2024: $636,2202024

Highlighted filing

2022

Revenue$529,599
Expenses$479,525
Net Income$50,074
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 20, 2023
Return Version
2022v5.0
Gross Receipts
$529,599
Mission and Program Overview

Mission

To enrich the health of the Trans, Queer, Gender Diverse and Intersex communities through trauma-informed care, culturally affirming care and social justice advocacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$5,687$526,526▲ $520,839
Cash and Non-Interest-Bearing Accounts$84,449$391,239▲ $306,790
Prepaid Expenses and Deferred Charges$3,366$755▼ $2,611
Savings and Temporary Cash Investments$5$250▲ $245
Total Assets$93,507$918,770▲ $825,263
Liabilities
Other Liabilities-$9,000-
Total Liabilities$0$9,000▲ $9,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$766,189-
Net Assets Without Donor Restrictions$93,507$143,581▲ $50,074
Total Net Assets Fund Balance$93,507$909,770▲ $816,263
Total Liabilities and Net Assets / Fund Balance$93,507$918,770▲ $825,263
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Katie CoxExecutive DiFT$64,548$64,548

Board Members and Trustees

NameTitle
Emily RuffChairman
Audrey BermanDirector
Katie MannanDirector
Sara Jade WebbDirector
Kelsey HuberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$486,488
Program Service Revenue
$0
Investment Income
$349
Other Revenue
$42,762
All Other Contributions
$108,715
Change in Net Assets
$50,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$401,629
Other Expenses$77,896
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$283,820--$283,820
Current Officers, Directors, Trustees, and Key Employees-$64,548-$64,548
Payroll Taxes$27,420$6,236-$33,656
Other Employee Benefits$15,972$3,633-$19,605
Fees for Services Other$6,699$2,717-$9,416
Occupancy$5,694$1,424-$7,118
Fees for Services Legal$5,599$1,400-$6,999
Office Expenses$3,627$2,386-$6,013
Insurance$4,187$1,047-$5,234
Other Expenses$3,642--$3,642
Conferences and Meetings$2,483$715-$3,198
Fees for Services Accounting-$2,750-$2,750
Travel$200--$200
Advertising$80--$80
Total Functional Expenses$392,669$86,856$0$479,525
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable$9,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents and financial statements available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
The Marie Equi Institute
EIN
81-3390559
Phone
5034592584
Address
6426 NE RODNEY ST, PORTLAND, OR 97211

Signing Officer

Name
Katie Cox
Title
Executive Director
Phone
5034592584
Signed
2023-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Cox
Formed
2018
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
11
Volunteers
5

Preparer

Firm
Skcpa & Co
Address
10260 SW GREENBURG ROAD SUITE 1000, PORTLAND, OR 97223-5526
Preparer
Sean S Kim
Phone
5032931040
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Officers and board of directors.”

Form 990, Part XI, Line 9

“Doner restricted assets recorded in 2022 766,189”

Raw XML Appendix345 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS AND BOARD OF DIRECTORS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086856
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0392669
IRS990/TotalFunctionalExpensesGrp/TotalAmt0479525
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt09000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt09000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt093507
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0909770
IRS990/TotalProgramServiceExpensesAmt0392669
IRS990/TotalReportableCompFromOrgAmt064548
IRS990/TotalRevenueGrp/ExclusionAmt0349
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042762
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0529599
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt093507
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0918770
IRS990/TravelGrp/ProgramServicesAmt0200
IRS990/TravelGrp/TotalAmt0200
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06426 NE RODNEY ST
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097211
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.EQUI-INSTITUTE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05034592584
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARIE EQUI INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0813390559
ReturnHeader/Filer/PhoneNum05034592584
ReturnHeader/Filer/USAddress/AddressLine1Txt06426 NE RODNEY ST
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097211
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731691547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKCPA & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010260 SW GREENBURG ROAD SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972235526
ReturnHeader/PreparerPersonGrp/PhoneNum05032931040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN S KIM
ReturnHeader/ReturnTs02023-04-11T20:40:32-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COX
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$918,770
Liabilities
$9,000
Net assets
$909,770
Revenue
$529,599
Expenses
$479,525
Net income
$50,074
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.96$1.06$0.90$2.11$1.47$0.64
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.30$0.79$0.49
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$0.53$0.48$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.39$0.38$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.15$0.13$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.21$0.15$0.06
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00