Civic Intelligence

Project Equity

990 • Fiscal year 2025 • EIN 86-2938689

Apr 01, 2024 to Mar 31, 2025 • Filed on Feb 10, 2025

Organization ProfilePROJECT-EQUITY.ORG
2648 International Blvd Ste 301 SteOakland, CA 94601

(510) 380-6300

Siviq Scores

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

Liabilities / Assets

75th percentile

0.41x

Higher debt load relative to assets than 75% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.76x

Higher debt load relative to revenue than 78% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2025

Asset Growth

98th percentile

105%

Faster asset growth than 98% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Revenue Growth

95th percentile

89%

Faster revenue growth than 95% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$14,815,921

Up $9,888,867 (+201%) from 2024

Net Assets

Up

$8,676,577

Up $6,129,864 (+241%) from 2024

Liabilities

Up

$6,139,344

Up $3,759,003 (+158%) from 2024

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin96th percentile

Revenue

Up

$8,031,736

Up $7,790,036 (+3223%) from 2024

Expenses

Up

$1,901,872

Up $1,681,496 (+763%) from 2024

Net Income

Up

$6,129,864

Up $6,108,540 (+28646%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$20M$15M$10M$5.0M$0Assets 2022: $1,709,037Liabilities 2022: $535,492Net Assets 2022: $1,173,5452022Assets 2023: $4,810,090Liabilities 2023: $2,114,480Net Assets 2023: $2,695,6102023Assets 2024: $4,927,054Liabilities 2024: $2,380,341Net Assets 2024: $2,546,7132024Assets 2025: $14,815,921Liabilities 2025: $6,139,344Net Assets 2025: $8,676,5772025Assets 2025: $15,756,924Liabilities 2025: $6,139,344Net Assets 2025: $9,617,5802025

Highlighted filing

2025

Assets$14,815,921
Liabilities$6,139,344
Net Assets$8,676,577
Open 2025 Filing

Operations Trend

Revenue Growth95th percentile

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

$10M$5.0M$0Revenue 2022: $1,187,007Expenses 2022: $13,462Net Income 2022: $1,173,5452022Revenue 2023: $1,764,799Expenses 2023: $71,001Net Income 2023: $1,693,7982023Revenue 2024: $241,700Expenses 2024: $220,376Net Income 2024: $21,3242024Revenue 2025: $8,031,736Expenses 2025: $1,901,872Net Income 2025: $6,129,8642025Revenue 2025: $8,254,336Expenses 2025: $1,901,872Net Income 2025: $6,352,4642025

Highlighted filing

2025

Revenue$8,031,736
Expenses$1,901,872
Net Income$6,129,864
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 10, 2025
Return Version
2024v5.2
Gross Receipts
$8,031,736
Mission and Program Overview

Mission

Project equity is a national leader in the movement to harness employee ownership to maintain thriving local business communities, honor selling owners legacies, and address income and wealth inequality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,952,718$10,419,881▲ $7,467,163
Pledges and Grants Receivable-$2,819,167-
Other Notes and Loans Receivable, Net$1,940,662$1,458,430▼ $482,232
Prepaid Expenses and Deferred Charges$25,498--
Accounts Receivable$8,176$22,535▲ $14,359
Land, Buildings, and Equipment, Net-$14,698-
Total Assets$4,927,054$14,815,921▲ $9,888,867
Other Assets Total-$81,210-
Liabilities
Unsecured Notes Loans Payable$2,243,946$5,446,892▲ $3,202,946
Deferred Revenue$24,570$350,000▲ $325,430
Accounts Payable and Accrued Expenses$111,825$327,589▲ $215,764
Other Liabilities-$14,863-
Total Liabilities$2,380,341$6,139,344▲ $3,759,003
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,546,713$4,560,356▲ $2,013,643
Net Assets With Donor Restrictions-$4,116,221-
Total Net Assets Fund Balance$2,546,713$8,676,577▲ $6,129,864
Total Liabilities and Net Assets / Fund Balance$4,927,054$14,815,921▲ $9,888,867

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$14,698-$14,698
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Evan EdwardsPresident CEOFT$71,493$1,744$73,237
Jason EbySecretary COSFT$32,764$748$33,512

Board Members and Trustees

NameTitle
Eric WeaverDirector
James AlvaDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$7,644,951
Program Service Revenue
$164,390
Investment Income
$198,712
Other Revenue
$23,683
All Other Contributions
$7,642,389
Change in Net Assets
$6,129,864

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,031,736
Total Revenue per Audited Statements
$8,031,736
Total Revenue per Form 990
$8,031,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,005,701
Other Expenses$896,171
Total Fundraising Expense$208,084
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$505,439$64,772$112,469$682,680
Other Expenses$299,886$40,170$3,130$299,886
Fees for Services Other$140,935$14,894$25,862$181,691
Other Employee Benefits$106,964$11,317$19,651$137,932
Current Officers, Directors, Trustees, and Key Employees$106,749--$106,749
Advertising$78,702$8,327$14,459$101,488
Payroll Taxes$60,751$6,428$11,161$78,340
Information Technology$21,568$2,282$3,962$27,812
Insurance$18,499$1,957$3,399$23,855
Travel$11,810$1,250$2,170$15,230
Occupancy$6,682$707$1,228$8,617
Total Functional Expenses$1,535,583$158,205$208,084$1,901,872

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,901,872
Total Expenses per Audited Statements$1,901,872
Total Expenses per Form 990$1,901,872
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
Lease Payable$14,863
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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 governing body review Part VI line 11

“The board of director reveiws and approves the 990 before filing.”

Governing documents etc available to public Part VI line 19

“The 990 is available to the public upon request and is also available on guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Project Equity
EIN
86-2938689
In Care Of
% EVAN EDWARDS
Phone
5103806300
Address
2648 INTERNATIONAL BLVD STE 301 STE, Oakland, CA 94601

Signing Officer

Name
Evan Edwards
Title
CEO
Phone
5103806300
Signed
2025-02-10
Discuss with paid preparer
No

Organization Details

Principal Officer
Evan Edwards
Formed
2021
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
30

Preparer

Firm
Gruber and Lopez Inc
Address
438 OLD NEWPORT BLVD, Newport Beach, CA 92663
Preparer
Ron Lopez
Phone
9493462900
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Professional fees consist of service fees.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTOR REVEIWS AND APPROVES THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST AND IS ALSO AVAILABLE ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROFESSIONAL FEES CONSIST OF SERVICE FEES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2List of other fees for services expenses Part IX line 11g
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,815,921
Liabilities
$6,139,344
Net assets
$8,676,577
Revenue
$8,031,736
Expenses
$1,901,872
Net income
$6,129,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.8$6.14$9.62$8.25$1.90$6.35
2025Detailed filing. Detailed filing data is available for this year.$14.8$6.14$8.68$8.03$1.90$6.13
2024Detailed filing. Detailed filing data is available for this year.$4.93$2.38$2.55$0.24$0.22$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.81$2.11$2.70$1.76$0.07$1.69
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.54$1.17$1.19$0.01$1.17