Civic Intelligence

The Equilibrium Fund

990EZ • Fiscal year 2015 • EIN 82-0560068

Feb 01, 2014 to Jan 31, 2015 • Filed on Dec 08, 2015

PO Box 2371Crested Butte, CO 81224

(970) 349-0849

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

90th percentile

$42,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 37.4% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

2.8%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$56,857

Down $34,685 (-38%) from 2014

Net Assets

Down

$53,605

Down $36,711 (-41%) from 2014

Liabilities

Up

$3,252

Up $2,026 (+165%) from 2014

Revenue

Up

$112,427

Up $3,019 (+2.8%) from 2014

Expenses

Up

$149,138

Up $26,007 (+21%) from 2014

Net Income

Down

-$36,711

Down $22,988 (-168%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2012: $97,113Liabilities 2012: $1,2662012Assets 2013: $105,265Liabilities 2013: $1,2262013Assets 2014: $91,542Liabilities 2014: $1,226Net Assets 2014: $90,3162014Assets 2015: $56,857Liabilities 2015: $3,252Net Assets 2015: $53,6052015Assets 2016: $48,837Liabilities 2016: $105,599Net Assets 2016: -$56,7622016Assets 2017: $21,551Liabilities 2017: $102,430Net Assets 2017: -$80,8792017Assets 2018: $80,933Liabilities 2018: $100,510Net Assets 2018: -$19,5772018Assets 2019: $141,083Liabilities 2019: $0Net Assets 2019: $141,0832019

Highlighted filing

2015

Assets$56,857
Liabilities$3,252
Net Assets$53,605

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2012: $129,134Expenses 2012: $154,455Net Income 2012: -$25,3212012Revenue 2013: $122,560Expenses 2013: $114,368Net Income 2013: $8,1922013Revenue 2014: $109,408Expenses 2014: $123,131Net Income 2014: -$13,7232014Revenue 2015: $112,427Expenses 2015: $149,138Net Income 2015: -$36,7112015Revenue 2016: $55,100Expenses 2016: $165,467Net Income 2016: -$110,3672016Revenue 2017: $46,330Expenses 2017: $70,447Net Income 2017: -$24,1172017Revenue 2018: $87,413Expenses 2018: $26,111Net Income 2018: $61,3022018Revenue 2019: $167,700Expenses 2019: $7,040Net Income 2019: $160,6602019

Highlighted filing

2015

Revenue$112,427
Expenses$149,138
Net Income-$36,711
Jump To
Filing Snapshot
Filing Period
Feb 1, 2014 to Jan 31, 2015
Signed
Dec 8, 2015
Return Version
2014v5.0
Gross Receipts
$113,372
Mission and Program Overview

Mission

To promote health & well-being of women in underdeveloped countries

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PLANTED 200,000 MAYA NUT TREES IN GUATEMALA, PERU. WE PROVIDED MAYA NUT SCHOOL LUNCHES IN 5 SCHOOLS FOR APPROX. 600 CHILDREN. WE PURCHASED 20,000 LBS OF MAYA NUT FROM RURAL WOMEN PRODUCERS.-$123,778
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIKA VOHMANEx-DirectorFT$42,000-$42,000
LESLIE JONESVP/Treasurer-$0--
DAVID KANEPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Equilibrium Fund
EIN
82-0560068
Phone
9703490849
Address
PO BOX 2371, CRESTED BUTTE, CO 81224

Signing Officer

Name
Erika Vohman
Title
Executive Director
Phone
9703490849
Signed
2015-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Douglas B Gorman Pc
Address
214 SIXTH ST SUITE 11 PO BOX 149, CRESTED BUTTE, CO 81224
Preparer
Douglas B Gorman
Phone
9703496156
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Travel 406. Program expenses 76400. Office expenses 1772. Fundraising 1219. Conference expense 0. Insurance expense 0. Licenses 230. Advertising & website expenses 8713. Miscellaneous 0. Supplies 123. Depreciation 554. Bank charges 225. Dues & subscriptions 204. Gifts expense 1209. Meals & entertainment 305.

Form 990EZ, Part II, Line 24

Depreciable assets 1386. 832. Inventory 26301.

Form 990EZ, Part II, Line 26

Payable to erika vohman for credit card payments 330. 1140. Payroll liabilities 896. 2025. Credit card payable 87.

Form 990, Part III, Line 4D

We trained 24 new communities in nicaragua and 57 new

Form 990, Part IX, Line 24F

Bank charges production costs for documentary internet & phone postage dues & subscriptions gifts website expense office expenses

Raw XML Appendix154 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CRESTED BUTTE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIKA VOHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LESLIE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID KANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EX-DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
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IRS990EZ/OtherExpensesTotalAmt091360
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE HEALTH & WELL-BEING OF WOMEN IN UNDERDEVELOPED COUNTRIES
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0123778
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0104777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0122510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0128991
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt096695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0560111
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0143
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IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99870
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0107138
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IRS990ScheduleA/TotalSupportAmt0560847
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRAVEL 406. PROGRAM EXPENSES 76400. OFFICE EXPENSES 1772. FUNDRAISING 1219. CONFERENCE EXPENSE 0. INSURANCE EXPENSE 0. LICENSES 230. ADVERTISING & WEBSITE EXPENSES 8713. MISCELLANEOUS 0. SUPPLIES 123. DEPRECIATION 554. BANK CHARGES 225. DUES & SUBSCRIPTIONS 204. GIFTS EXPENSE 1209. MEALS & ENTERTAINMENT 305.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPRECIABLE ASSETS 1386. 832. INVENTORY 26301.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYABLE TO ERIKA VOHMAN FOR CREDIT CARD PAYMENTS 330. 1140. PAYROLL LIABILITIES 896. 2025. CREDIT CARD PAYABLE 87.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WE TRAINED 24 NEW COMMUNITIES IN NICARAGUA AND 57 NEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES PRODUCTION COSTS FOR DOCUMENTARY INTERNET & PHONE POSTAGE DUES & SUBSCRIPTIONS GIFTS WEBSITE EXPENSE OFFICE EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24f
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIKA VOHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09703490849
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EQUILIBRIUM FUND
ReturnHeader/Filer/BusinessNameControlTxt0EQUI
ReturnHeader/Filer/EIN0820560068
ReturnHeader/Filer/PhoneNum09703490849
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2371
ReturnHeader/Filer/USAddress/CityNm0CRESTED BUTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081224
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUGLAS B GORMAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0214 SIXTH ST SUITE 11 PO BOX 149
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CRESTED BUTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081224
ReturnHeader/PreparerPersonGrp/PhoneNum09703496156
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS B GORMAN
ReturnHeader/ReturnTs02015-12-14T15:04:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-02-01
ReturnHeader/TaxPeriodEndDt02015-01-31
ReturnHeader/TaxYr02014

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Filings