Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Equity and General Trade Assoc
990EZ • Fiscal year 2018 • EIN 82-5340365
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$11,963
No earlier filing loaded for comparison.
Net Assets
$11,963
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$40,846
No earlier filing loaded for comparison.
Expenses
$33,000
No earlier filing loaded for comparison.
Net Income
$7,846
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Oct 5, 2021
- Return Version
- 2018v3.1
- Gross Receipts
- $40,846
Mission and Program Overview
Mission
Promote equity and economic development
Program Services
| Description | Grants | Expenses |
|---|---|---|
| IN 2018OCEP SPENT APPROXIMATELY 40 OF ITS TIME AND 25 OF ITS FUNDS COMMUNITY ORGANIZING INCLUDING EDUCATING AND ALERTING THE COMMUNITY AND STAKEHOLDERS OF LOCAL POLICY ISSUES | - | $7,405 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ZOE SCHREIBER | CFO | - | $4 | - | $4 |
| JAMES ANTHONY | CEO Chair Of The Board | PT | $0 | - | - |
| HANNAH YOUNG | Secretary | - | $0 | - | - |
| RON GERSHONI | Director | - | $0 | - | - |
| CONRAD GREGORY | Director | - | $0 | - | - |
| ROBERT RAICH | Director | - | $0 | - | - |
| TIM MORLAND | Director | - | $0 | - | - |
| BRIAN HSU | Director | - | $0 | - | - |
| AGUSTIN RAMIREZ | Director | - | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- No
Reported Spending and Taxes
| Line Item | Amount |
|---|---|
| Political Expenditures | $26,600 |
| Section 527 Activity Spending | $26,600 |
| Total Exempt Function Spending | $26,600 |
Filing and Contact Details
Filer
- Filer Name
- Equity and General Trade Assoc
- EIN
- 82-5340365
- Address
- 3542 FRUITVALE AVE, OAKLAND, CA 94602
Signing Officer
- Name
- James Anthony
- Title
- CEO Chair of Th
- Phone
- 5108423553
- Signed
- 2021-10-05
- Discuss with paid preparer
- No
Preparer
- Firm
- Anderson Accounting 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 expenses 1,983public relations 91state corporation fees 494lobbyist fees 18,000political campaign activities 7,100$18,000 check to sarah chavez consulting - lobbyist$800 matt hummel - political contribution$500 abel guillen - political contribution$5,000 political action committee$800 sheng thao - political contribution$1,500 political mailers”
Other changes in net assets or fund balances Part I line 20
“Description amountending 4,117end of year cash balance”
Activity not previously reported to the IRS Part V line 33
“The entity was formed as an unincorporated nonprofit association on 05/24/17. It was incorporated on 03/20/18 as a nonprofit mutual benefit corporation. The npmbc is the successor to the original unincorporated nonprofit association. It took over the assets of the unincorporated association.”
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/ActivitiesNotPreviouslyRptInd | 0 | true |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | HANNAH YOUNG |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5108423553 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3542 FRUITVALE AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | OAKLAND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94602 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 11963 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 26900 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 7846 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3832 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 11963 |
| IRS990EZ/GrossReceiptsAmt | 0 | 40846 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitialReturnInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 40846 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 11963 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 11963 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 4 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JAMES ANTHONY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ZOE SCHREIBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | HANNAH YOUNG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | RON GERSHONI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CONRAD GREGORY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | ROBERT RAICH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | TIM MORLAND |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | BRIAN HSU |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | AGUSTIN RAMIREZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CEO CHAIR OF THE BOARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | CFO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 4117 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 27668 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | true |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROMOTE EQUITY AND ECONOMIC DEVELOPMENT |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | IN 2018OCEP SPENT APPROXIMATELY 40 OF ITS TIME AND 25 OF ITS FUNDS COMMUNITY ORGANIZING INCLUDING EDUCATING AND ALERTING THE COMMUNITY AND STAKEHOLDERS OF LOCAL POLICY ISSUES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 7405 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 33000 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 7405 |
| IRS990EZ/TotalRevenueAmt | 0 | 40846 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.OCEPOAKLAND.COM |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/Expended527ActivitiesAmt | 0 | 26600 |
| IRS990ScheduleC/Form1120POLFiledInd | 0 | false |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/PoliticalExpendituresAmt | 0 | 26600 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | true |
| IRS990ScheduleC/TotalExemptFunctionExpendAmt | 0 | 26600 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION AMOUNTFUNDRAISING EXPENSES 1,983PUBLIC RELATIONS 91STATE CORPORATION FEES 494LOBBYIST FEES 18,000POLITICAL CAMPAIGN ACTIVITIES 7,100$18,000 CHECK TO SARAH CHAVEZ CONSULTING - LOBBYIST$800 MATT HUMMEL - POLITICAL CONTRIBUTION$500 ABEL GUILLEN - POLITICAL CONTRIBUTION$5,000 POLITICAL ACTION COMMITTEE$800 SHENG THAO - POLITICAL CONTRIBUTION$1,500 POLITICAL MAILERS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION AMOUNTENDING 4,117END OF YEAR CASH BALANCE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE ENTITY WAS FORMED AS AN UNINCORPORATED NONPROFIT ASSOCIATION ON 05/24/17. IT WAS INCORPORATED ON 03/20/18 AS A NONPROFIT MUTUAL BENEFIT CORPORATION. THE NPMBC IS THE SUCCESSOR TO THE ORIGINAL UNINCORPORATED NONPROFIT ASSOCIATION. IT TOOK OVER THE ASSETS OF THE UNINCORPORATED ASSOCIATION. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other changes in net assets or fund balances Part I line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Activity not previously reported to the IRS Part V line 33 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAMES ANTHONY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CEO CHAIR OF TH |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5108423553 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-10-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EQUITY AND GENERAL TRADE ASSOC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EQUI |
| ReturnHeader/Filer/EIN | 0 | 825340365 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3542 FRUITVALE AVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | OAKLAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94602 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 453055235 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Anderson Accounting LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1544 Wellborn Road Suite 434 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Redan |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 30074 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6786673573 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-10-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Desarie Anderson |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2021-10-06T22:45:13-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $11,963
- Liabilities
- $0
- Net assets
- $11,963
- Revenue
- $40,846
- Expenses
- $33,000
- Net income
- $7,846
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net 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 |