Civic Intelligence

Wealth and Equity Inc.

EIN 86-3077312 • 501(c)3 • Brooklyn, NY

Pub. 78 EligibleNTEE B60

Profile

To provide unbiased life insurance education

185 Hall Street Ste 1604Brooklyn, NY 11205

wealthandequity.org

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

NTEE B60 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

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

NTEE B60 • <$500k nonprofits • Source year 2024

Net Margin

42nd percentile

0.0%

Higher net margin than 42% of similar nonprofits.

NTEE B60 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

NTEE B60 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

$35,850

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$35,850

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue56th percentileNet Margin42nd percentile

Revenue

$96,150

No earlier filing loaded for comparison.

Expenses

$96,150

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2024: $35,850Liabilities 2024: $0Net Assets 2024: $35,8502024

Highlighted filing

2024

Assets$35,850
Liabilities$0
Net Assets$35,850
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0Revenue 2024: $96,150Expenses 2024: $96,150Net Income 2024: $02024

Highlighted filing

2024

Revenue$96,150
Expenses$96,150
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,850
Liabilities
$0
Net assets
$35,850
Revenue
$96,150
Expenses
$96,150
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.9$0.00$35.9$96.2$96.2$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Gross Receipts
$96,150
Mission and Program Overview

Mission

To provide unbiased life insurance education

Program Services

DescriptionGrantsExpenses
Launched 2 educational websites for families & financial advisors. Hired consumer experience expert for site design, & testing. Created & posted site content.-$68,100
Held 5 educational workshops for 500 attendees. Created & posted social media content that had 104000 views. Created & distributed promotional merchandise.-$14,700
Utilized web hosting, security & mgmt svcs to gather and protect data. Hired legal and accounting services to support non-profit.-$13,350
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENE MITCHELLPresidentFT$0--
ANTUAN BARNETTTreasurerFT$0--
ANDREW DUMASSecretary-$0--
DAMON BITLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wealth and Equity Inc
EIN
86-3077312
Phone
9174828850
Address
185 HALL STREET STE 1604, BROOKLYN, NY 11205

Signing Officer

Name
Eugene Mitchell
Title
President
Phone
9174828850
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Tsg Tax Pros
Address
3010 EASTCHESTER ROAD, BRONX, NY 10469
Preparer
Eugene Austin
Phone
6464942044
Supplemental Narrative

Additional Explanations

Part II, line 24

“Description: INTANGIBLE ASSETS BOY Amount: 0 EOY Amount: 35850”

Raw XML Appendix126 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/PersonNm0EUGENE MITCHELL
IRS990EZ/BooksInCareOfDetail/PhoneNum09174828850
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0428 GREENBUSH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLAUVELT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010913
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt096150
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt082800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035850
IRS990EZ/GrossReceiptsAmt096150
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035850
IRS990EZ/OccupancyRentUtltsAndMaintAmt013350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EUGENE MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANTUAN BARNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREW DUMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAMON BITLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt035850
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE UNBIASED LIFE INSURANCE EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Launched 2 educational websites for families & financial advisors. Hired consumer experience expert for site design, & testing. Created & posted site content.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Held 5 educational workshops for 500 attendees. Created & posted social media content that had 104000 views. Created & distributed promotional merchandise.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Utilized web hosting, security & mgmt svcs to gather and protect data. Hired legal and accounting services to support non-profit.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213350
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096150
IRS990EZ/TotalProgramServiceExpensesAmt096150
IRS990EZ/TotalRevenueAmt096150
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WEALTHANDEQUITY.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt096150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0114150
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt0114150
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018000
IRS990ScheduleA/Total509Grp/TotalAmt0114150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0114150
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/ExplanationTxt0Description: INTANGIBLE ASSETS BOY Amount: 0 EOY Amount: 35850
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENE MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09174828850
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEALTH AND EQUITY INC
ReturnHeader/Filer/BusinessNameControlTxt0WEAL
ReturnHeader/Filer/EIN0863077312
ReturnHeader/Filer/PhoneNum09174828850
ReturnHeader/Filer/USAddress/AddressLine1Txt0185 HALL STREET STE 1604
ReturnHeader/Filer/USAddress/CityNm0BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770095784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TSG TAX PROS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03010 EASTCHESTER ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRONX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010469
ReturnHeader/PreparerPersonGrp/PhoneNum06464942044
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE AUSTIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-06T18:29:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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