Civic Intelligence

Equity and General Trade Assoc

EIN 82-5340365 • 501(c)4 • Oakland, CA

Profile

Promote equity and economic development

101 Broadway Ste 237Oakland, CA 94607

www.ocepoakland.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-459%

Higher net margin than 3% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-48%

Faster asset growth than 14% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-94%

Faster revenue growth than 6% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$17,386

Down $16,058 (-48%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$17,386

Down $16,058 (-48%) from 2019

Operations
Liabilities / Revenue60th percentileNet Margin3rd percentile

Revenue

Down

$3,500

Down $55,419 (-94%) from 2019

Expenses

Down

$19,558

Down $17,880 (-48%) from 2019

Net Income

Down

-$16,058

Down $37,539 (-175%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$40K$30K$20K$10K$0Assets 2018: $11,963Liabilities 2018: $0Net Assets 2018: $11,9632018Assets 2019: $33,444Liabilities 2019: $0Net Assets 2019: $33,4442019Assets 2020: $17,386Liabilities 2020: $0Net Assets 2020: $17,3862020

Highlighted filing

2020

Assets$17,386
Liabilities$0
Net Assets$17,386
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$60K$40K$20K$0-$20KRevenue 2018: $40,846Expenses 2018: $33,000Net Income 2018: $7,8462018Revenue 2019: $58,919Expenses 2019: $37,438Net Income 2019: $21,4812019Revenue 2020: $3,500Expenses 2020: $19,558Net Income 2020: -$16,0582020

Highlighted filing

2020

Revenue$3,500
Expenses$19,558
Net Income-$16,058
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,386
Liabilities
$0
Net assets
$17,386
Revenue
$3,500
Expenses
$19,558
Net income
-$16,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$3.50$19.6$16.1
2019Detailed filing. Detailed filing data is available for this year.$33.4$0.00$33.4$58.9$37.4$21.5
2018Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$40.8$33.0$7.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 31, 2022
Return Version
2020v4.1
Gross Receipts
$3,500
Mission and Program Overview

Mission

Promote equity and economic development

Program Services

DescriptionGrantsExpenses
EQUITY AND GENERAL TRADE ASSOCIATION HELPED TO PASS AN ORDINANCE WHICH REDUCED OAKLANDS BUSINESS TAX RATES.THIS TAX REDUCTION PRIMARILY BENEFITTED SMALL AND MINORITY-OWNED BUSINESS--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES ANTHONYCEO Chair Of The BoardPT$0--
ZOE SCHREIBERTreasurerPT$0--
HANNAH YOUNGSecretaryPT$0--
RON GERSHONIBoard Member-$0--
CONRAD GREGORYBoard Member-$0--
ROBERT RAICHBoard Member-$0--
TIM MORLANDBoard Member-$0--
BRIAN HSUBoard Member-$0--
AGUSTIN RAMIREZBoard Member-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$3,200
Section 527 Activity Spending$2,700
Total Exempt Function Spending$2,700
Filing and Contact Details

Filer

Filer Name
Equity and General Trade Assoc
EIN
82-5340365
Address
101 BROADWAY STE 237, OAKLAND, CA 94607

Signing Officer

Name
James Anthony
Title
CEO Chair of Th
Phone
5108423553
Signed
2022-08-31
Discuss with paid preparer
No

Preparer

Firm
Anderson Accounting & Tax LLC
Address
1544 Wellborn Road Suite 434, Redan, GA 30074
Preparer
Desarie Anderson
Phone
6786673573
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountfundraising 500irs application fee 600licenses and fees 24registered agent fee 140website and marketing 164supplies 48subscriptions 348contribution to council members 2,700bank fees 15rounding error 3”

Raw XML Appendix152 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/PersonNm0JAMES ANTHONY
IRS990EZ/BooksInCareOfDetail/PhoneNum05108423553
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 BROADWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094607
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033444
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017386
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16058
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015016
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033444
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017386
IRS990EZ/GrossReceiptsAmt03500
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033444
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017386
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033444
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017386
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES ANTHONY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ZOE SCHREIBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HANNAH YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RON GERSHONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CONRAD GREGORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT RAICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TIM MORLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRIAN HSU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AGUSTIN RAMIREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO CHAIR OF THE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04542
IRS990EZ/PoliticalCampaignActyInd0true
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EQUITY AND ECONOMIC DEVELOPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EQUITY AND GENERAL TRADE ASSOCIATION HELPED TO PASS AN ORDINANCE WHICH REDUCED OAKLANDS BUSINESS TAX RATES.THIS TAX REDUCTION PRIMARILY BENEFITTED SMALL AND MINORITY-OWNED BUSINESS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019558
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt03500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OCEPOAKLAND.COM
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Expended527ActivitiesAmt02700
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/PoliticalExpendituresAmt03200
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/TotalExemptFunctionExpendAmt02700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTFUNDRAISING 500IRS APPLICATION FEE 600LICENSES AND FEES 24REGISTERED AGENT FEE 140WEBSITE AND MARKETING 164SUPPLIES 48SUBSCRIPTIONS 348CONTRIBUTION TO COUNCIL MEMBERS 2,700BANK FEES 15ROUNDING ERROR 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ANTHONY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO CHAIR OF TH
ReturnHeader/BusinessOfficerGrp/PhoneNum05108423553
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EQUITY AND GENERAL TRADE ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0EQUI
ReturnHeader/Filer/EIN0825340365
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 BROADWAY STE 237
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453055235
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Anderson Accounting & Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01544 Wellborn Road Suite 434
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030074
ReturnHeader/PreparerPersonGrp/PhoneNum06786673573
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Desarie Anderson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-02T10:04:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANTHONY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.