EQUAL EXCHANGE INC
CIK 797046 / WEST BRIDGEWATER, MA / organized in MA
Designation
Proven
Composite
68.0
Impact class
No signal found
Mandatory criteria
Both met
At least one completed commit-and-prove cycle is checkable from filings. The designation is a predicate over the filed record; the composite is a separate reading of quality and is not what sets it. Scored under methodology version 0.2 on 2026-07-22.
Read in the Standard's own terms
Each criterion is grouped under the Proof Dimension it evidences. Four dimensions carry criteria. Stats, the fifth, is issuer self-reporting with no filing-record path and is shown unscored below. Every scored line resolves to a filing.
FormProof Dimension
25.0 / 36
How the venture measures and discloses: assurance, timeliness, and completeness.
reviewed financials
8.0 / 14
Financial statements on file, and whether a third party reviewed or audited them.
- Financial statement fields on file for the most recent fiscal year0000797046-24-000002filed
- Assurance level INFERRED, not stated on the form. The Reg CF offering exceeds the $1,235,000 threshold above which 17 CFR 227.201(t) requires audited statements, so audited statements were required of this issuer. The filing does not say whether they were obtained, so this scores at the financials-on-file tier and not at the audited tier.rule
unit economics
10.0 / 12
Cost of goods disclosed beside revenue, so gross margin is derivable rather than asserted.
timely compliance
7.0 / 10
The most recent annual report is on file and the issuer is not lapsed.
- Most recent annual report filed 2025-12-020000797046-25-000003filed
- Filed 336 days after the period ending 2024-12-31, outside the 120 day window0000797046-25-000003derived_field
PlaybookProof Dimension
7.0 / 20
What the venture committed to, and how binding the commitment is.
structure fit
7.0 / 10
Revenue share, defined-return debt, open access, or employee and community ownership.
- Defined-return debt offered: Debt0000797046-24-000002filed
- Open to non-accredited investors by exemption, per the Regulation CF filing on file0000797046-25-000003filed
community impact
0.0 / 10
Community and impact orientation, scored from the filing record: the filed security description, the use-of-proceeds narrative, the industry label, the intermediary, and the legal name. Website text is context, not score.
- Context, not scored: open to non-accredited investors by exemption, from Regulation CF or Regulation A on file. Scored in structure_fit, recorded here as context so it is not counted twice. Contributed 0 of a possible +8.context
ConversionProof Dimension
19.0 / 22
What the venture delivered against what it declared.
disclosed revenue
12.0 / 12
Revenue disclosed, across two fiscal years where the form carries both, and its direction.
- Revenue disclosed: $72,892,590 in the most recent fiscal year0000797046-25-000003filed
- Two fiscal years on the same filing: $72,141,679 then $72,892,5900000797046-25-000003filed
- Revenue grew 1 percent year over year0000797046-25-000003filed
repeat raises
7.0 / 10
More than one offering cycle, which means someone funded the last one.
- 2 offering cycles on file, 2016-01-20 through 2024-01-30, counted from the offering statements cited belowderived_field
- D filed 2016-01-200000797046-16-000001filed
- C filed 2024-01-300000797046-24-000002filed
StreakProof Dimension
17.0 / 22
How long and how consistently the venture has reported.
reporting cadence
11.0 / 16
Annual reports on file. One is a filing. Four is a cadence.
- 2 annual reports on file, 2024-05-01 through 2025-12-020000797046-25-000003filed
- C-AR filed 2024-05-010000797046-24-000004filed
- C-AR filed 2025-12-020000797046-25-000003filed
operating history
6.0 / 6
Years since formation, employees, and assets, against the DERA medians for the exempt market.
- 40 years since formation, computed from the date of incorporation stated on the filing cited0000797046-24-000002derived_field
- 106 employees on the filing cited, at or above the median Reg CF issuer's 3 (SEC DERA, Analysis of Crowdfunding Under the JOBS Act, May 2025)0000797046-25-000003derived_field
- $39,266,195 total assets on the filing cited, at or above the median Reg CF issuer's $80,000 (SEC DERA, Analysis of Crowdfunding Under the JOBS Act, May 2025)0000797046-25-000003derived_field
- The medians above are a published reference, not a fact about this issuer: Analysis of Crowdfunding Under the JOBS Act, SEC Division of Economic and Risk Analysis (Huang and Ivanov), May 2025, stated in the narrative, not in a numbered table, covering Regulation CF issuers, May 16 2016 through December 31 2024.reference
Stats, Proof Dimension, not scored
What the venture reports directly beyond its filings. This is issuer self-reporting with no filing-record path, so there is nothing in the public record to score. The Screen leaves it unscored in version 0.2 until that data exists, rather than approximating it from something else.
Financial fields as filed
Taken from the structured fields on Form C, Form C-AR and Form 1-A. Not restated, not adjusted. A zero is what the issuer reported.
| Filing | Year | Revenue | Cost of goods | Net income | Total assets |
|---|---|---|---|---|---|
| C | most recent | $69.3 million | $51.1 million | $574,612 | $42.2 million |
| C | prior | $72.1 million | $54.4 million | $1.2 million | $41.3 million |
| C-AR | most recent | $72.1 million | $54.0 million | $324,013 | $40.7 million |
| C-AR | prior | $69.3 million | $51.1 million | $574,612 | $42.2 million |
| C-AR | most recent | $72.9 million | $50.4 million | $1.9 million | $39.3 million |
| C-AR | prior | $72.1 million | $54.1 million | $333,283 | $40.8 million |
Community and impact signals
Regulation CF or Regulation A on file. Scored in structure_fit, recorded here as context so it is not counted twice
Where this issuer is raising
Addresses the issuer stated on its own filings. This is where a raise happens, not part of the reading of the filing record above. Nothing here is an offer or a solicitation, and inclusion does not mean any offering is currently open.
Stated website
equalexchange.coopFunding portals used
Filing record
5 filings on EDGAR. The most recent 5 are listed. Each links to its filing index on sec.gov.