2025-09-19T13:51:43-05:00 2024-12-31 473535842 DAVIS FARR LLP 18201 VON KARMAN AVE SUITE 1100 IRVINE CA 92612 990 2024-01-01 854081633 EQUATION COLLABORATIVE CORP EQUA 2139522074 1633 LINDA SUE LANE ENCINITAS CA 920242427 WESLEY BURT PRESIDENT & EXECUTIVE DIRECTOR 2139522074 2025-09-19 1 1 TRITIA FOSTER P02164134 9494742020 2024 2025-03-06 01:10:19Z WESLEY BURT 1633 LINDA SUE LANE ENCINITAS CA 920242427 1221104 0 X WWW.EQUATIONCOLLABORATIVE.ORG X 2020 CA +BOX IS ON A MISSION TO DELIVER HEALTHY FOOD AND FRESH IDEAS TO THOSE WHO NEED IT MOST. THE CURRENT FOOD ASSISTANCE SYSTEM WAS CREATED 60 YEARS AGO AND IS STILL BASED ON HUNGER-RELIEF WHEN IT SHOULD BE DELIVERING HEALTH AND WELLNESS. +BOX IS COLLABORATING WITH LOCAL COMMUNITIES IN SAN DIEGO TO CREATE A NEXT-GENERATION FOOD ASSISTANCE SYSTEM THAT WILL FUEL WELLNESS, GROWTH, AND OPPORTUNITIES FOR A HEALTHIER LIFE. 8 8 6 600 0 0 1283525 1202344 0 0 0 0 1200 -3553 1284725 1198791 343723 684428 0 0 401046 479830 0 0 191479 375035 271122 1119804 1435380 164921 -236589 326763 94353 1852 6031 324911 88322 X +BOX IS ON A MISSION TO DELIVER HEALTHY FOOD AND FRESH IDEAS TO THOSE WHO NEED IT MOST. THE CURRENT FOOD ASSISTANCE SYSTEM WAS CREATED 60 YEARS AGO AND IS STILL BASED ON HUNGER-RELIEF WHEN IT SHOULD BE DELIVERING HEALTH AND WELLNESS. +BOX IS COLLABORATING WITH LOCAL COMMUNITIES IN SAN DIEGO TO CREATE A NEXT-GENERATION FOOD ASSISTANCE SYSTEM THAT WILL FUEL WELLNESS, GROWTH, AND OPPORTUNITIES FOR A HEALTHIER LIFE. 0 0 1006525 684428 EQUATION COLLABORATIVE, THROUGH OUR +BOX FOOD AND NUTRITION PROGRAM, DISTRIBUTED 28,640 BOXES WITH 428,069 POUNDS OF FRESH, HEALTHY FOOD, ENOUGH FOR APPROXIMATELY 356,977, MEALS TO FOOD INSECURE FAMILIES WHO DON'T HAVE ENOUGH TO MEET THEIR BASIC NUTRITIONAL NEEDS. +BOX PROVIDED FOOD TO FOOD INSECURE FAMILIES IN 47 OF 52 WEEKS DURING 2024, SUPPORTING AN AVERAGE OF 609 FAMILIES PER WEEK. 1006525 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 6 1 0 0 0 0 0 1 1 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 CA X X WESLEY BURT 2139522074 1633 LINDA SUE LANE ENCINITAS CA 920242427 WESLEY BURT EXECUTIVE DIRECTOR 40.00 X X 147860 0 2749 GREGG BURT BOARD PRESIDENT 1.00 X X 0 0 0 TONY DURKET DIRECTOR 1.00 X X 0 0 0 PATTI MALMUTH TREASURER 1.00 X X 0 0 0 LARUIE DOYLE SECRETARY 1.00 X X 0 0 0 RICARDO VELARDE DIRECTOR 1.00 X 0 0 0 TERESA LEITSTEIN DIRECTOR 1.00 X 0 0 0 DR ROBERT ROSENFELD DIRECTOR 1.00 X 0 0 0 JACOB OLSON DIRECTOR 1.00 X 0 0 0 147860 0 2749 1 0 1 0 0 27378 24936 1150030 684428 1202344 11424 27378 22313 -10889 -10889 UNCATEGORIZED INCOME 900099 7166 7166 MERCH STORE 900099 170 170 7336 1198791 7336 0 -10889 684428 684428 150672 37668 37668 75336 165609 41402 41402 82805 38820 9705 9705 19410 124729 124729 520 520 2730 2730 23201 23201 13928 13928 36579 36579 44070 44070 47261 47261 508 254 254 509 509 5150 5150 19157 19157 PURCHASE FOOD 54524 54524 USDA SUB-AWARD FEES 6500 6500 TRUCK MAINTENANCE 5629 5629 OTHER EXPENSES 4768 4768 6088 4877 1211 1435380 1006525 237376 191479 112031 70770 186000 0 40748 17165 28732 23583 326763 94353 1852 6031 1852 6031 X 324911 88322 324911 88322 326763 94353 -236589 0 X 0 0 0 X 950175 577952 1283525 1202344 4013996 950175 577952 1283525 1202344 4013996 1839584 2174412 7336 7336 4021332 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40748 17165 23583 23583 +BOX FARMSTEAD FEAST 38802 27378 11424 20957 350 1006 38802 27378 11424 20957 350 1006 22313 -10889 0 FOOD ASSISTANCE 117000 684428 FMV FOOD ASSISTANCE SCHEDULE I, PART IV EQUATION COLLABORATIVE, THROUGH OUR +BOX FOOD AND NUTRITION PROGRAM, DISTRIBUTED 28,640 BOXES WITH 428,069 POUNDS OF FRESH, HEALTHY FOOD, ENOUGH FOR APPROXIMATELY 356,977, MEALS TO FOOD INSECURE FAMILIES WHO DON'T HAVE ENOUGH TO MEET THEIR BASIC NUTRITIONAL NEEDS. +BOX PROVIDED FOOD TO FOOD INSECURE FAMILIES IN 47 OF 52 WEEKS DURING 2024, SUPPORTING AN AVERAGE OF 609 FAMILIES PER WEEK. X 0 0 0 0 0 0 0 0 0 WESLEY BURT EXECUTIVE DIRECTOR 147860 0 0 0 0 0 0 0 2749 0 150609 0 0 0 X 684428 FMV, COMPARABLES 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MR. WESLEY BURT, PRESIDENT AND EXECUTIVE DIRECTOR, IS THE SON OF MR. GREGG BURT, DIRECTOR. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE CURRENTLY NO EXISTENT COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR WILL PRESENT THE FORM 990 TO FINANCE COMMITTEE (INCLUDING TREASURER & BOARD PRESIDENT) FOR REVIEW AND APPROVAL. UPON APPROVAL, IT WILL BE MADE AVAILABLE TO THE FULL BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS MONITORS THE CONFLICT OF INTEREST POLICY. EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL SCRUTINIZE HIS OR HER INTERESTS AND CIRCUMSTANCES, DIRECT OR INDIRECT, THROUGH BUSINESS INVESTMENT OR FAMILY, INCLUDING OTHER ENTITIES, TO IDENTIFY ANY INTEREST. ALL INFORMATION DISCLOSED SHALL REMAIN ON FILE IN THE RECORDS OF THE CORPORATION. EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A) HAS RECEIVED A COPY OF THE POLICY B) HAS READ AND UNDERSTANDS THE POLICY C) HAS AGREED TO COMPLY WITH THE POLICY, AND D) UNDERSTANDS THE CORPORATION IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST OPERATE EXCLUSIVELY FOR TAX-EXEMPT PURPOSES. IF DISCLOSURE OF AN INTEREST OCCURS, THE INTERESTED PERSON SHALL LEAVE THE MEETING OF THE BOARD OF DIRECTORS WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE CHAIRPERSON OF THE BOARD MEETING SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO ANY PROPOSED TRANSACTION. ANY VIOLATIONS OF THE POLICY DETERMINED AFTER INQUIRY AND POSSIBLE FURTHER INVESTIGATION WILL RESULT IN THE BOARD OF DIRECTORS TAKING APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ORGANIZING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS WILL BE AVAILABLE UPON REQUEST. THE ORGANIZATION'S FORM 990 WILL ALSO BE AVAILABLE ON THE ORGANIZATION'S WEBSITE.