Civic Intelligence

National Equity Project

990 • Fiscal year 2015 • EIN 94-3222960

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 01, 2016

Organization Profilewww.nationalequityproject.org

View Organization Page

1720 Broadway 4th FloorOakland, CA 94612

(510) 208-0160

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.13x

Higher debt load relative to assets than 53% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

49th percentile

0.10x

Higher debt load relative to revenue than 49% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

89th percentile

$197,811

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

94th percentile

80%

Faster asset growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

102%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$2,973,332

Up $1,319,345 (+80%) from 2014

Net Assets

Up

$2,588,931

Up $1,362,921 (+111%) from 2014

Liabilities

Down

$384,401

Down $43,576 (-10%) from 2014

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin87th percentile

Revenue

Up

$3,839,033

Up $1,934,337 (+102%) from 2014

Expenses

Down

$2,476,112

Down $673,293 (-21%) from 2014

Net Income

Up

$1,362,921

Up $2,607,630 (+209%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $3,836,567Liabilities 2011: $456,571Net Assets 2011: $3,379,9962011Assets 2012: $3,436,971Liabilities 2012: $342,192Net Assets 2012: $3,094,7792012Assets 2013: $3,008,073Liabilities 2013: $457,161Net Assets 2013: $2,550,9122013Assets 2014: $1,653,987Liabilities 2014: $427,977Net Assets 2014: $1,226,0102014Assets 2015: $2,973,332Liabilities 2015: $384,401Net Assets 2015: $2,588,9312015Assets 2016: $2,780,496Liabilities 2016: $454,438Net Assets 2016: $2,326,0582016Assets 2017: $2,776,956Liabilities 2017: $617,109Net Assets 2017: $2,159,8472017Assets 2018: $3,136,621Liabilities 2018: $563,005Net Assets 2018: $2,573,6162018Assets 2019: $4,603,491Liabilities 2019: $835,907Net Assets 2019: $3,767,5842019Assets 2020: $6,374,798Liabilities 2020: $1,673,691Net Assets 2020: $4,701,1072020Assets 2021: $10,860,654Liabilities 2021: $1,148,265Net Assets 2021: $9,712,3892021Assets 2022: $16,206,654Liabilities 2022: $1,125,166Net Assets 2022: $15,081,4882022Assets 2023: $16,331,302Liabilities 2023: $1,119,147Net Assets 2023: $15,212,1552023Assets 2025: $11,029,925Liabilities 2025: $858,049Net Assets 2025: $10,171,8762025

Highlighted filing

2015

Assets$2,973,332
Liabilities$384,401
Net Assets$2,588,931
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,778,331Expenses 2011: $3,473,150Net Income 2011: -$694,8192011Revenue 2012: $3,425,304Expenses 2012: $3,710,521Net Income 2012: -$285,2172012Revenue 2013: $3,030,494Expenses 2013: $3,574,361Net Income 2013: -$543,8672013Revenue 2014: $1,904,696Expenses 2014: $3,149,405Net Income 2014: -$1,244,7092014Revenue 2015: $3,839,033Expenses 2015: $2,476,112Net Income 2015: $1,362,9212015Revenue 2016: $3,053,144Expenses 2016: $3,316,017Net Income 2016: -$262,8732016Revenue 2017: $4,140,407Expenses 2017: $4,306,618Net Income 2017: -$166,2112017Revenue 2018: $5,363,103Expenses 2018: $4,949,334Net Income 2018: $413,7692018Revenue 2019: $7,384,565Expenses 2019: $6,190,597Net Income 2019: $1,193,9682019Revenue 2020: $8,788,479Expenses 2020: $7,854,956Net Income 2020: $933,5232020Revenue 2021: $14,490,752Expenses 2021: $9,479,470Net Income 2021: $5,011,2822021Revenue 2022: $13,208,887Expenses 2022: $7,839,788Net Income 2022: $5,369,0992022Revenue 2023: $8,784,594Expenses 2023: $8,647,314Net Income 2023: $137,2802023Revenue 2025: $6,462,371Expenses 2025: $9,418,034Net Income 2025: -$2,955,6632025

Highlighted filing

2015

Revenue$3,839,033
Expenses$2,476,112
Net Income$1,362,921
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 1, 2016
Return Version
2014v6.0
Gross Receipts
$3,839,033
Mission and Program Overview

Mission

To transform the experiences, outcomes, and life options for children & families who have been historically underserved by our institutions and systems.

to dramatically improve educational experiences, outcomes, and life options for students and families who have been historically underserved by their schools and districts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$997,466$1,108,051▲ $110,585
Accounts Receivable$585,678$536,946▼ $48,732
Savings and Temporary Cash Investments-$500,326-
Pledges and Grants Receivable-$394,706-
Prepaid Expenses and Deferred Charges$30,969$36,509▲ $5,540
Land, Buildings, and Equipment, Net$22,438$12,845▼ $9,593
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,653,987$2,973,332▲ $1,319,345
Other Assets Total$17,436$383,949▲ $366,513
Liabilities
Accounts Payable and Accrued Expenses$373,317$223,539▼ $149,778
Deferred Revenue$54,660$160,862▲ $106,202
Total Liabilities$427,977$384,401▼ $43,576
Net Assets / Fund Balance
Unrestricted Net Assets$1,195,010$1,473,436▲ $278,426
Temporarily Rstr Net Assets$31,000$1,115,495▲ $1,084,495
Total Net Assets Fund Balance$1,226,010$2,588,931▲ $1,362,921
Total Liabilities and Net Assets / Fund Balance$1,653,987$2,973,332▲ $1,319,345

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,845$92,762$105,607
Leasehold Improvements-$8,076$8,076
Other Assets Org$372,729--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lashawn Route-chatmonExecutive DirectorFT$183,676$14,135$197,811
Lisa LaskySr DirectorFT$158,542$11,402$169,944
Victor CarySr DirectorFT$138,876$5,267$144,143
Chinyelu MartinSenior DirectorFT$116,985$6,432$123,417
Brett BradshawSenior AssociateFT$111,660$5,014$116,674
Janice Jackson-FT$102,633$12,316$114,949

Board Members and Trustees

NameTitle
Anakarita AllenPresident
David SilverVice President
Brian StanleyDirector
Gloria LeeDirector
Jennifer HenryDirector
Shiree TengDirector
Gregory HodgeSecretary
Robert SpencerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,505,779
Program Service Revenue
$2,332,340
Investment Income
$914
Other Revenue
$0
All Other Contributions
$1,505,634
Change in Net Assets
$1,362,921

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,839,033
Revenue Not Reported on Form 990
$15,000
Total Revenue per Audited Statements
$3,854,033
Total Revenue per Form 990
$3,839,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,660,450
Other Expenses$815,662
Total Fundraising Expense$108,474
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,039,491$105,810$43,165$1,188,466
Current Officers, Directors, Trustees, and Key Employees$125,452$28,742$43,617$197,811
Travel$175,037$284$102$175,423
Fees for Services Other$138,400$21,533$2,342$162,275
Other Employee Benefits$116,188$15,280$3,993$135,461
Conferences and Meetings$131,122$2,841$342$134,305
Occupancy$107,345$14,002$5,031$126,378
Payroll Taxes$86,980$10,186$6,152$103,318
Pension Plan Contributions$30,926$3,931$537$35,394
Information Technology$28,733$2,386$857$31,976
All Other Expenses$18,855$9,852$467$29,174
Depreciation Depletion$12,721$1,655$595$14,971
Fees for Services Accounting$2,122$12,026-$14,148
Other Expenses$10,845$541$195$11,581
Insurance$2,430$1,436$108$3,974
Fees for Services Legal$855$1,914$34$2,803
Total Functional Expenses$2,115,025$252,613$108,474$2,476,112

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,491,112
Expenses per Audited Statements$2,476,112
Total Expenses per Form 990$2,476,112
Expenses Not Reported on Form 990$15,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mark StricklandFormer BoardExecutive CoachingNo$12,600

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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, Line 11B: Form 990 Review Process

“A copy of the Form 990 is provided to the audit committee and the full board for review and approval prior to filing with government entities.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization monitors and enforces the conflicts policy annually and on an ongoing basis as situations arise.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“ED performance and salary is annually reviewed, set, and approved by the National Equity Project Board of Directors. The Board of Directors uses an external, independent wage and benefits report in tandem with a performance review to determine compensation.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“All other staff salaries are determined by the Management Team and approved by the Board as part of the regular budget process. The Management Team uses wages and benefits reports for comparability data as part of its deliberations.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
National Equity Project
EIN
94-3222960
Phone
5102080160
Address
1720 BROADWAY 4TH FLOOR, OAKLAND, CA 94612

Signing Officer

Name
Lashawn Route-chatmon
Title
Executive Director
Signed
2016-03-01
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
18

Preparer

Firm
PEROTTI AND CARRADE CPAs
Address
1100 LARKSPUR LNDNG CIR 358, LARKSPUR, CA 94939
Preparer
David E Perotti
Phone
4154618500
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt9SR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SR DIRECTOR
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IRS990/MissionDesc0to dramatically improve educational experiences, outcomes, and life options for students and families who have been historically underserved by their schools and districts.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Equity by Design:These business units will be primarily responsible for contracts that support leaders and teams to:Build the capacity of leaders and teams to make progress on equity goals and outcomes that are important in their school, central office, organization and/or community. Leading services will be executive coaching, process facilitation, team development, data-based inquiry, etc. Discover, analyze and design systems and structures for creating and maintaining patterns of practice that lead to equitable and transformative outcomes. The leading services will be listening campaigns, stakeholder analyses, strategy & process design, and project management.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0483714
IRS990/ProgSrvcAccomActy3Grp/Desc0Institutes & Seminars:This team will implement and manage all of Professional Development Services and Products representing our organization's signature and transformative content and processes. This year the Development Services Unit will generate $500K of business and touch 500+ leaders!Leading for Equity InstitutesCoaching for Equity InstitutesLearning SeminarsNetwork EventsEquity Fellowship ProgramWebinars
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Prior Year Facts and Circumstances: The National Equity Project is an educational non-profit organization whose mission is to partner with school district, organization and community leaders to transform the outcomes, experiences and life trajectory of children and families who have been historically underserved.As a professional services organization with partners in several states across the country, it was an intentional part of our Five-Year Strategic Plan to build a revenue mix that was 70% fees for services and 30% grants/public sources that could be used for Research and Program Development. The decrease in public dollar support is a reflection of progress toward our own financial stability as an organization and value-add by our educational partners, not a lack of support from the public sources.We partner with school districts and organizations who represent more than 350 thousand children and families the majority of whom are African American, Latino, English Learners and live in high poverty communities. Our services include:1. Leadership Development2. Analysis and Strategy Development3. Organizational Design and Learning Partnership Development4. Community Engagement5. Institutes, Seminars and Education Briefs for Educators and Community LeadersOur philanthropic support remains diverse with both national and local awards from public sources in recent years including;* W.K. Kellogg Foundation (national)* San Francisco Foundation (local)* W. Clement & Jesse V. Stone Foundation (national)* Evelyn & Walter Haas Jr Foundation (Local)* Flora Family Foundation (local)* Bill & Melinda Gates Foundation (national)* The Annie E. Casey Foundation (national)Our Board of Trustees have historically represented the sector in which we work and the beneficiaries whom we serve. In 2014, we had nine (8) Board of Trustees who represented private business, education policy organizations, community organizing organizations, school districts, youth development, organizations, strategy consulting firms, technology firms, etc. For more information about our organization, service or partners, please visit our website at www.nationalequityproject.org.
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,973,332
Liabilities
$384,401
Net assets
$2,588,931
Revenue
$3,839,033
Expenses
$2,476,112
Net income
$1,362,921
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.86$10.2$6.46$9.42$2.96
2023Summary only. Only limited summary data is available for this year.$16.3$1.12$15.2$8.78$8.65$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$1.13$15.1$13.2$7.84$5.37
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$1.15$9.71$14.5$9.48$5.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$1.67$4.70$8.79$7.85$0.93
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.60$0.84$3.77$7.38$6.19$1.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.56$2.57$5.36$4.95$0.41
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.62$2.16$4.14$4.31$0.17
2016Summary only. Only limited summary data is available for this year.$2.78$0.45$2.33$3.05$3.32$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.97$0.38$2.59$3.84$2.48$1.36
2014Summary only. Only limited summary data is available for this year.$1.65$0.43$1.23$1.90$3.15$1.24
2013Summary only. Only limited summary data is available for this year.$3.01$0.46$2.55$3.03$3.57$0.54
2012Summary only. Only limited summary data is available for this year.$3.44$0.34$3.09$3.43$3.71$0.29
2011Summary only. Only limited summary data is available for this year.$3.84$0.46$3.38$2.78$3.47$0.69