2024-10-22T06:43:15-05:00 2023-12-31 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2023-01-01 871841250 EQUITY RESEARCH ORGANIZATION EQUI 2163679962 100 S JUNIPER ST 3RD FL PMB 5127 PHILADELPHIA PA 19107 OSCAR MAYORGA TREASURER 2163679962 2024-10-03 1 0 HELEN M MARTIN P01330899 2158818800 2023 2024-10-15 13:58:12Z EQUITY RESEARCH COOPERATIVE JALIL M BISHOP 100 S JUNIPER ST 3RD FL PMB 5127 PHILADELPHIA PA 19107 2901573 0 X WWW.EQUITYRESEARCHCOOPERATIVE.ORG X 2021 PA THE EQUITY RESEARCH COOPERATIVE (EQRC) IS A NON-PROFIT RESEARCH COLLECTIVE THAT ADVANCES THE SOCIAL, ECONOMIC, EDUCATIONAL, AND POLITICAL INTERESTS OF COMMUNITIES OF COLOR THROUGH COMMUNITY-ENGAGED RESEARCH, ADVOCACY, AND THE PRAXIS OF REDISTRIBUTION. AS A PEOPLE OF COLOR-LED INTERDISCIPLINARY RESEARCH COOPERATIVE, WE STRATEGICALLY REDISTRIBUTE OUR FINANCIAL RESOURCES, ACADEMIC CAPITAL, AND OPERATIONAL INFRASTRUCTURE TO SOCIAL JUSTICE INITIATIVES, ORGANIZATIONS, AND MOVEMENTS THAT REDRESS STRUCTURAL OPPRESSION. 7 0 7 0 0 0 836447 507230 990413 2342586 5864 51757 0 0 1832724 2901573 0 1231 0 0 922788 926492 0 0 0 226245 707326 1149033 1635049 683691 1266524 2870209 4368360 2186518 2418145 683691 1950215 X THE EQUITY RESEARCH COOPERATIVE (EQRC) IS A NON-PROFIT RESEARCH COLLECTIVE THAT ADVANCES THE SOCIAL, ECONOMIC, EDUCATIONAL, AND POLITICAL INTERESTS OF COMMUNITIES OF COLOR THROUGH COMMUNITY-ENGAGED RESEARCH, ADVOCACY, AND THE PRAXIS OF REDISTRIBUTION.(CONT'D IN SCH O) AS A PEOPLE OF COLOR-LED INTERDISCIPLINARY RESEARCH COOPERATIVE, WE STRATEGICALLY REDISTRIBUTE OUR FINANCIAL RESOURCES, ACADEMIC CAPITAL, AND OPERATIONAL INFRASTRUCTURE TO SOCIAL JUSTICE INITIATIVES, ORGANIZATIONS, AND MOVEMENTS THAT REDRESS STRUCTURAL OPPRESSION. 0 0 1477032 1231 2342586 DURING 2023 EQUITY RESEARCH ORGANIZATION ACCOMPLISHED ITS MISSION TO ADVANCE THE SOCIAL, ECONOMIC, EDUCATIONAL, AND POLITICAL INTERESTS OF COMMUNITIES OF COLOR THROUGH COMMUNITY-ENGAGED RESEARCH, ADVOCACY, AND THE PRAXIS OF REDISTRIBUTION. 1477032 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 30 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 PA X OSCAR J MAYORGA 2163679962 3051 N 35TH ST PHILADELPHIA PA 19132 JALIL BISHOP PRESIDENT 35.00 X X 117655 0 7391 MARIA SAYIL CAMACHO PEREZ SECRETARY 35.00 X X 95633 0 5738 JONATHAN DAVIS DIRECTOR OF RESEARCH 35.00 X 95000 0 6826 SHANELL HAGOOD DIRECTOR OF STRATEGY & CULTURE 35.00 X 96581 0 6895 AWILDA RODRIGUEZ CORE TEAM MEMBER 5.00 X 20000 0 0 KEON MCGUIRE CORE TEAM MEMBER 15.00 X 60000 0 0 OSCAR MAYORGA TREASURER 20.00 X X 0 0 0 CHARLES DAVID THRU 423 CORE TEAM MEMBER 20.00 X 0 0 0 484869 0 26850 1 0 0 0 0 507230 507230 RESEARCH CONTRACTS 541900 2342586 2342586 2342586 51757 51757 2901573 2342586 0 51757 X 1231 1231 286417 286417 446420 446420 40942 40942 100318 100318 52395 52395 3749 3749 75836 75836 481911 475470 6441 81062 47221 33841 45566 7868 37698 OTHER EXPENSES 19202 18750 452 1635049 1477032 158017 0 2355710 3809688 485442 558672 18750 0 10307 2870209 4368360 14444 7479 2172074 2410666 2186518 2418145 X 195673 1443490 488018 506725 683691 1950215 2870209 4368360 1266524 0 X 0 1 X 1 0 X 836447 507230 1343677 836447 507230 1343677 1281120 62557 5864 51757 57621 1401298 3332999 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2901573 0 2901573 0 2901573 1635049 0 1635049 0 1635049 PART X, LINE 2: EQRC IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. EQRC QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER CODE SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF EQRC HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY EQRC, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EQUITY MANAGEMENT ANALYTICS INCORPORATED BOARD MEMBER OSCAR MAYORGA IS 100% OWNER OF S-CORP 60000 CORE TEAM MEMBER CONTRACTED SERVICES 0 FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS AND IS REVIEWED BY THE TREASURER OF EQUITY RESEARCH ORGANIZATION. ALL MEMBERS OF THE GOVERNING BODY RECEIVE AN ELECTRONIC COPY OF THE 990 BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC EQUITY RESEARCH ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROJECT ASSISTANT: PROGRAM SERVICE EXPENSES 32,000. TOTAL EXPENSES 32,000. RESEARCH FELLOWS: PROGRAM SERVICE EXPENSES 99,220. TOTAL EXPENSES 99,220. EXPERT STIPENDS: PROGRAM SERVICE EXPENSES 19,500. TOTAL EXPENSES 19,500. COMMUNITY PARTNER: PROGRAM SERVICE EXPENSES 165,000. TOTAL EXPENSES 165,000. UNDERGRADUATES: PROGRAM SERVICE EXPENSES 9,910. TOTAL EXPENSES 9,910. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 1,803. MANAGEMENT AND GENERAL EXPENSES 3,124. TOTAL EXPENSES 4,927. WORKERS COMP: PROGRAM SERVICE EXPENSES 1,177. TOTAL EXPENSES 1,177. PROJECT LEAD: PROGRAM SERVICE EXPENSES 18,500. TOTAL EXPENSES 18,500. MARKETING AND COMMUNICATIONS CONSULTANT: PROGRAM SERVICE EXPENSES 38,060. MANAGEMENT AND GENERAL EXPENSES 200. TOTAL EXPENSES 38,260. MISCELLANEOUS CONTRACTORS: PROGRAM SERVICE EXPENSES 300. MANAGEMENT AND GENERAL EXPENSES 3,117. TOTAL EXPENSES 3,417. CORE TEAM MEMBERS: PROGRAM SERVICE EXPENSES 90,000. TOTAL EXPENSES 90,000.