Civic Intelligence

Finequity Inc.

990 • Fiscal year 2022 • EIN 84-4391836

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 08, 2023

Organization ProfileWWW.FINEQUITY.ORG
41 Schermerhorn Street Suite 1002Brooklyn, NY 11201

(646) 760-6655

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2022 filings • NTEE I • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

15th percentile

0.01x

Higher debt load relative to revenue than 15% of similar nonprofits.

2022 filings • NTEE I • $1M-$5M nonprofits • Source year 2022

Net Margin

97th percentile

71%

Higher net margin than 97% of similar nonprofits.

2022 filings • NTEE I • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

35th percentile

$70,005

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2022 filings • NTEE I • $1M-$5M nonprofits • Source year 2022

Asset Growth

99th percentile

491%

Faster asset growth than 99% of similar nonprofits.

2022 filings • NTEE I • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

265%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • NTEE I • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,001,732

Up $832,111 (+491%) from 2021

Net Assets

Up

$991,273

Up $821,979 (+486%) from 2021

Liabilities

Up

$10,459

Up $10,132 (+3098%) from 2021

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin97th percentile

Revenue

Up

$947,411

Up $688,061 (+265%) from 2021

Expenses

Up

$275,432

Up $151,319 (+122%) from 2021

Net Income

Up

$671,979

Up $536,742 (+397%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$1.5M$1.0M$500K$0Assets 2021: $169,621Liabilities 2021: $327Net Assets 2021: $169,2942021Assets 2022: $1,001,732Liabilities 2022: $10,459Net Assets 2022: $991,2732022Assets 2023: $1,045,175Liabilities 2023: $10,198Net Assets 2023: $1,034,9772023Assets 2024: $752,753Liabilities 2024: $2,129Net Assets 2024: $750,6242024

Highlighted filing

2022

Assets$1,001,732
Liabilities$10,459
Net Assets$991,273
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.0M$500K$0-$500KRevenue 2021: $259,350Expenses 2021: $124,113Net Income 2021: $135,2372021Revenue 2022: $947,411Expenses 2022: $275,432Net Income 2022: $671,9792022Revenue 2023: $565,905Expenses 2023: $522,201Net Income 2023: $43,7042023Revenue 2024: $100,802Expenses 2024: $385,155Net Income 2024: -$284,3532024

Highlighted filing

2022

Revenue$947,411
Expenses$275,432
Net Income$671,979
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$947,411
Mission and Program Overview

Mission

Our Mission is to help those who have been impacted by long-term incarceration, mass incarceration, and financial exclusion to build their credit profiles as part of their re-entry journey.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$169,021$871,331▲ $702,310
Accounts Receivable-$128,400-
Prepaid Expenses and Deferred Charges-$2,001-
Total Assets$169,621$1,001,732▲ $832,111
Other Assets Total$600--
Liabilities
Accounts Payable and Accrued Expenses$327$10,459▲ $10,132
Total Liabilities$327$10,459▲ $10,132
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$154,294$766,273▲ $611,979
Net Assets With Donor Restrictions$15,000$225,000▲ $210,000
Total Net Assets Fund Balance$169,294$991,273▲ $821,979
Total Liabilities and Net Assets / Fund Balance$169,621$1,001,732▲ $832,111
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Briane CornishExecutive DirectorFT$70,005$70,005

Board Members and Trustees

NameTitle
Mark ShervingtonVice Chairman
Joe RobinsonSecretary
Carl OwensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$947,411
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$947,411
Change in Net Assets
$671,979
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$182,552
Other Expenses$92,880
Total Fundraising Expense$47,516
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$74,803-$14,226$89,029
Current Officers, Directors, Trustees, and Key Employees$17,501$28,002$24,502$70,005
Fees for Services Management$27,634$3,274-$30,908
Fees for Services Other-$18,593$0$18,593
Fees for Services Accounting-$15,406-$15,406
Payroll Taxes$8,496$2,557$3,553$14,606
Other Employee Benefits$4,951$1,772$2,189$8,912
Occupancy$4,177$1,269$1,754$7,200
Conferences and Meetings-$6,925-$6,925
Information Technology$2,924$2,152$654$5,730
Office Expenses$1,462$1,425-$2,887
Insurance$1,520$462$638$2,620
Advertising-$2,188-$2,188
Travel-$219-$219
All Other Expenses$80$124-$204
Total Functional Expenses$143,548$84,368$47,516$275,432
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Finance Committee will review the 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board members must disclose the existence and all material facts related to the conflict of interest. The board shall determine whether the transaction or arrangement is in the corporation's best interest.”

Form 990, Part VI, Section B, Line 15

“The compensation of the Chief Employed Executive and each Officer, Key Employee or Disqualified Person shall be reviewed and approved by the board of directors or compensation committee of the Organization, provided that directors or other persons with conflicts of interest with respect to the compensation arrangement at issue shall not be involved in this review and approval.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Finequity Inc
EIN
84-4391836
Phone
6467606655
Address
41 SCHERMERHORN STREET SUITE 1002, BROOKLYN, NY 11201

Signing Officer

Name
Briane Cornish
Title
Executive Director
Phone
6467606655
Signed
2023-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as C Above
Formed
2019
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
4
Volunteers
13

Preparer

Firm
The Charity CFO LLC
Address
1310 Papin Street Suite 300, Saint Louis, MO 63103
Preparer
Zachary Meyer
Phone
3143901301
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“The organization changed their method of accounting from cash to accrual.”

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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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IRS990/Desc0We served formerly incarcerated community members and their families on their journey to navigate credit barriers and establish credit. First, we provided community members with free summaries of their current credit report and what their credit report conveys to prospective lenders and landlords. We also enrolled community members who are credit invisible (with no previous credit history) in our credit-establishing loan service. Through this service, we provided participants with a $100 no-interest, no-fee loan that is paid back over 6 months and establishes a healthy credit score in the mid-600s. In 2022, 100% of community members who completed repayment of finEQUITY's loan established a healthy credit score. finEQUITY also provided community members with guidance around accessing no-cost financial resources and navigating financial emergencies. Additionally, we served currently incarcerated community members across 13 NY State prisons with our post-mail-based financial education correspondence course. This 8-part course covers strategies on navigating credit barriers upon returning home from prison. More than 75% of active participants in 2022 continued to engage with our course for at least 6 months.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Finance Committee will review the 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members must disclose the existence and all material facts related to the conflict of interest. The board shall determine whether the transaction or arrangement is in the corporation's best interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The compensation of the Chief Employed Executive and each Officer, Key Employee or Disqualified Person shall be reviewed and approved by the board of directors or compensation committee of the Organization, provided that directors or other persons with conflicts of interest with respect to the compensation arrangement at issue shall not be involved in this review and approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization's governing documents, conflict of interest policy, and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization changed their method of accounting from cash to accrual.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 1
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IRS990/TotalLiabilitiesGrp/BOYAmt0327
IRS990/TotalLiabilitiesGrp/EOYAmt010459
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0169294
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0991273
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0143548
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt070005
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0947411
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0169621
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01001732
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0219
IRS990/TravelGrp/TotalAmt0219
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt041 SCHERMERHORN STREET SUITE 1002
IRS990/USAddress/CityNm0BROOKLYN
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011201
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HTTPS://WWW.FINEQUITY.ORG/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIANE CORNISH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06467606655
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINEQUITY INC
ReturnHeader/Filer/BusinessNameControlTxt0FINE
ReturnHeader/Filer/EIN0844391836
ReturnHeader/Filer/PhoneNum06467606655
ReturnHeader/Filer/USAddress/AddressLine1Txt041 SCHERMERHORN STREET SUITE 1002
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811513563
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Charity CFO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01310 Papin Street Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Louis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063103
ReturnHeader/PreparerPersonGrp/PhoneNum03143901301
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Zachary Meyer
ReturnHeader/ReturnTs02023-11-08T15:28:21-07:00
ReturnHeader/ReturnTypeCd0990
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
$1,001,732
Liabilities
$10,459
Net assets
$991,273
Revenue
$947,411
Expenses
$275,432
Net income
$671,979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.10$0.39$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.01$1.03$0.57$0.52$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.95$0.28$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.26$0.12$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits