V — Social ScienceEIN: 871841250· Ruling Year: 2022

Equity Research Organization

Philadelphia, Pennsylvania

BHealth Score
59B

Financial Health Score

Provisional

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

💰
$2.9M
Total Revenue
📊
$1.6M
Total Expenses
🏦
$2.0M
Net Assets
📋
$2.4M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+58.3%
Year-over-year change (2022 → 2023)
Net Margin
+43.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.19
Net assets divided by total expenses
Liabilities-to-Assets
55.4%
Total liabilities as % of total assets

Filing History

2 filings on record
YearRevenueExpensesAssets
2023$2,901,573↑58%$1,635,049↑42%$4,368,360↑52%
2022$1,832,724$1,149,033$2,870,209

Frequently Asked Questions

What does Equity Research Organization do?▼

Equity Research Organization is a social science nonprofit organization based in Pennsylvania. It is classified under NTEE code V20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Equity Research Organization financially healthy?▼

Based on our 9-metric Financial Health Score model, Equity Research Organization has a score of 59/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Equity Research Organization generate?▼

Equity Research Organization reports $3.1M in annual revenue and holds $3.6M in total assets, based on IRS filings.

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