2023-07-25T14:01:20-05:00 2022-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2022-01-01 810670152 EQUALITY FEDERATION EQUA 9293733370 818 SW 3RD AVE 141 PORTLAND OR 97204 FRANCES HUTCHINS EXECUTIVE DIRECTOR 9293733370 2023-07-24 1 FRANCES HUTCHINS 999009999 0 SANG AHN P00540880 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FRANCES HUTCHINS 818 SW 3RD AVE 141 PORTLAND OR 97204 566809 0 X WWW.EQUALITYFEDERATION.ORG X 2005 DC MOVEMENT BUILDER AND STRATEGIC PARTNER TO STATE-BASED ORGANIZATIONS ADVOCATING FOR LGBTQ+ PEOPLE. 8 8 16 20 0 0 702551 553324 5130 4860 103 8625 200 0 707984 566809 226500 222769 0 0 90419 134504 0 0 11223 68231 288449 385150 645722 322834 -78913 528463 424300 10304 16277 518159 408023 EQUALITY FEDERATION IS AN ADVOCACY ACCELERATOR ROOTED IN SOCIAL JUSTICE, BUILDING POWER IN OUR NETWORK OF STATE-BASED LESBIAN, GAY, BISEXUAL, TRANSGENDER, AND QUEER (LGBTQ+) ADVOCACY ORGANIZATIONS. 0 0 594342 222769 4860 SINCE 1997 EQUALITY FEDERATION HAS BECOME THE LEADING MOVEMENT BUILDER, NATIONAL NETWORK, AND STRATEGIC PARTNER TO OUR 40+ STATE PARTNERS. COLLECTIVELY, OUR STATE PARTNER NETWORK MOBILIZES MORE THAN 2 MILLION SUPPORTERS ACROSS THE COUNTRY TO ADVANCE EQUALITY AND JUSTICE FOR LGBTQ+ PEOPLE IN THE COMMUNITIES THEY CALL HOME. EQUALITY FEDERATION USES TECHNOLOGY COMBINED WITH OUR POLICY EXPERTISE TO MONITOR IMPORTANT STATE LEGISLATION. IN 2022 EQUALITY FEDERATION TRACKED EVERY PIECE OF LGBTQ+-RELATED LEGISLATION IN THE STATES SO WE COULD PROVIDE ADVOCATES ON THE GROUND WITH THE STRATEGY, ORGANIZING, MESSAGING, COMMUNICATIONS, AND POLICY RESOURCES THEY NEEDED. DURING 2022, 87% OF THE ANTI-LGBTQ+ BILLS EQUALITY FEDERATION TRACKED WERE DEFEATED. 594342 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 5 0 16 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 AK AL AR CA CO CT FL GA HI IL KS KY MD ME MN MS MO NH NJ NY NC ND OH OK OR X X X FRANCES HUTCHINS 9293733370 818 SW 3RD AVE 141 PORTLAND OR 97204 ALANA JOCHUM BOARD CHAIR 5.00 1.00 X X 0 0 0 SHEA WALDRON SECRETARY (12/1/22 - 12/31/22) 5.00 5.00 X X 0 0 0 REBECCA GORENA TREASURER (12/1/22 - 12/31/22) 5.00 5.00 X X 0 0 0 IAN TZENG DIRECTOR 1.00 1.00 X 0 0 0 ABBI SWATSWORTH DIRECTOR 1.00 1.00 X 0 0 0 ANDRE WADE DIRECTOR (8/1/22 - 12/31/22) 1.00 1.00 X 0 0 0 GIA DREW DIRECTOR 1.00 1.00 X 0 0 0 NANCY HAQUE DIRECTOR (1/1/22 - 9/30/22) 1.00 1.00 X 0 0 0 TONY HOANG DIRECTOR (1/1/22 - 7/31/22) 1.00 1.00 X 0 0 0 JOE SAUNDERS DIRECTOR (8/1/22 - 12/31/22) 1.00 1.00 X 0 0 0 ERIC PAULK DIRECTOR (1/1/22 - 10/31/22) 1.00 5.00 X 0 0 0 KEVIN WRIGHT DIRECTOR (1/1/22 - 11/30/22) 1.00 1.00 X 0 0 0 KIM ABBOTT DIRECTOR (8/1/22 - 10/31/22) 1.00 1.00 X 0 0 0 FRAN HUTCHINS EXECUTIVE DIRECTOR 4.00 36.00 X 17315 155835 5245 DAN YONKER FINANCE DIRECTOR 8.00 32.00 X 22220 88860 3385 IAN PALMQUIST DEPUTY DIRECTOR 2.00 38.00 X 6890 130910 15597 46425 375605 24227 0 0 1 0 0 108288 445036 388077 553324 MEMBER TECHNOLOGY FEES 900003 4860 4860 4860 8625 8625 566809 4860 0 8625 X 222769 222769 40736 32138 6275 2323 71438 56361 11004 4073 1984 1565 306 113 11718 9245 1805 668 8628 6807 1329 492 1719 1587 122 10 9553 8817 678 58 245067 226184 17397 1486 2515 2187 226 102 4273 1430 966 1877 4431 4431 2200 2200 341 271 49 21 ASSOCIATION FEES 18350 18350 645722 594342 40157 11223 372335 209689 7551 13357 11918 14144 115233 136659 71877 528463 424300 10304 16277 10304 16277 X 174659 303023 343500 105000 518159 408023 528463 424300 -78913 -31223 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85700 0 72500 72500 1 EQUALITY OHIO ACTION FUND 370 S 5TH STREET SUITE G3 COLUMBUS OH 43215 883920474 60000 FAIR WISCONSIN 122 E OLIN AVENUE SUITE 100 MADISON WI 53713 391785179 5000 ONE IOWA ACTION 950 OFFICE PARK ROAD SUITE 240 WEST DES MOINES IA 50265 2500 EQUALITY TEXAS PO BOX 2340 AUSTIN TX 78768 742550143 5000 1 0 0 PART I-A, LINE 1: FUNDS TO SUPPORT PARTISAN OR NONPARTISAN VOTER ENGAGEMENT IN THE 2022 ELECTIONS. 0 DUE FROM EQUALITY FEDERATION INSTITUTE 71877 71877 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISION OF FASB ASC TOPIC 740 OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. 1 EQUALITY FLORIDA ACTION INC PO BOX 13124 ST PETERSBURG FL 33733 471338104 501(C)(4) 23950 0 POLICY ADVOCACY ON STATE AND/OR LOCAL PROTECTIONS FOR TRANSGENDER YOUTH AND GENERAL OPERATIONS EQUALITY MICHIGAN ACTION NETWORK PO BOX 19847 KALAMAZOO MI 49019 510525019 501(C)(4) 42500 0 POLICY ADVOCACY ON STATE AND/OR LOCAL PROTECTIONS FOR TRANSGENDER YOUTH AND GENERAL OPERATIONS EQUALITY OHIO ACTION FUND 370 S 5TH STREET SUITE G3 COLUMBUS OH 43215 883920474 527 60000 0 2022 ELECTIONS EQUALITY TEXAS PO BOX 2340 AUSTIN TX 78768 742550143 501(C)(4) 27000 0 POLICY ADVOCACY ON STATE AND/OR LOCAL PROTECTIONS FOR TRANSGENDER YOUTH AND PARTISAN OR NON-PARTISAN VOTER ENGAGEMENT OUTFRONT MINNESOTA 310 E 38TH STREET SUITE 209 MINNEAPOLIS MN 55409 411892897 501(C)(4) 7500 0 POLICY ADVOCACY ON STATE AND/OR LOCAL PROTECTIONS FOR TRANSGENDER YOUTH AND GENERAL OPERATIONS PROMO 2200 GRAVOIS AVENUE STE 201 ST LOUIS MO 63104 431661280 501(C)(4) 7500 0 POLICY ADVOCACY ON STATE AND/OR LOCAL PROTECTIONS FOR TRANSGENDER YOUTH AND GENERAL OPERATIONS 6 PART I, LINE 2: EACH GRANTEE SIGNS A GRANT AGREEMENT AND AT THE CONCLUSION OF THE GRANT PERIOD WE HAVE A PHONE CONVERSATION TO ENSURE THAT THE FUNDS WERE USED FOR THE PROPER PURPOSE. X X X 0 0 0 0 0 0 0 0 0 FRAN HUTCHINS EXECUTIVE DIRECTOR 17315 155835 0 0 0 0 519 4675 5 46 17839 160556 0 0 IAN PALMQUIST DEPUTY DIRECTOR 6890 130910 0 0 0 0 207 3927 229 11234 7326 146071 0 0 X 1 388077 AVERAGE HIGH AND LOW 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 TO BECOME A MEMBER AND TO REMAIN A MEMBER IN GOOD STANDING OF THE EQUALITY FEDERATION, ORGANIZATIONS MUST MEET THE FOLLOWING SIX CRITERIA: 1. MEMBER ORGANIZATIONS MUST HAVE A CENTRAL MISSION OF WORKING TO WIN EQUALITY FOR LESBIAN, GAY, BISEXUAL, TRANSGENDER AND/OR QUEER PEOPLE IN THEIR STATE. 2. MEMBERS MUST HAVE STATEWIDE IMPACT. EQUALITY FEDERATION MEMBER ORGANIZATIONS MUST DEMONSTRATE THAT THEY ARE WORKING PRIMARILY FOR: STATE-LEVEL POLICY CHANGE (E.G. NONDISCRIMINATION, CONVERSION THERAPY BANS); POLICY IMPLEMENTATION AT STATE AND LOCAL LEVELS (E.G. RULE CHANGES WITH STATE AGENCIES, ADOPTION OF COMPLIANT POLICIES AT THE MUNICIPAL LEVEL); AND/OR POLICY ACCOUNTABILITY AT STATE AND LOCAL LEVELS (E.G. MONITORING AND ADDRESSING POLICY VIOLATIONS THROUGH ORGANIZING AND ADVOCACY). AN ORGANIZATION'S STATEWIDE MISSION MUST ALSO BE REFLECTED IN ITS MISSION STATEMENT, BYLAWS, OR ARTICLES OF INCORPORATION. 3. MEMBERS MUST BE NON-PARTISAN. MEMBER ORGANIZATIONS CANNOT BE AFFILIATED WITH A PARTICULAR POLITICAL PARTY. 4. MEMBERS MUST BE INDEPENDENT. MEMBER ORGANIZATIONS MAY NOT OPERATE AS CHAPTERS, REPRESENTATIVES, OR AFFILIATES OF A NATIONAL ORGANIZATION. 5. MEMBERS MUST BE ADVOCACY ORGANIZATIONS. MEMBER ORGANIZATIONS MUST HAVE AS A CENTRAL FOCUS TO BE ADVOCACY ORGANIZATIONS ON BEHALF OF THE LGBTQ COMMUNITY. 6. MEMBER ORGANIZATIONS MUST HAVE A GOVERNING BOARD. ALTHOUGH THE FEDERATION MAY AT TIMES PROVIDE SUPPORT AND ADVICE TO START-UP GROUPS, ORGANIZATIONS SEEKING AND MAINTAINING MEMBERSHIP MUST HAVE A GOVERNING BOARD AND SHOULD BE INCORPORATED OR PLANNING TO INCORPORATE. FORM 990, PART VI, SECTION A, LINE 7A DELEGATES OF MEMBER ORGANIZATIONS SHALL ELECT MEMBER REPRESENTATIVE BOARD MEMBERS AT THE ANNUAL MEMBERSHIP MEETING. AT THE ANNUAL MEETING OF THE MEMBERSHIP, NOMINATIONS FOR DIRECTORS WILL BE TAKEN FROM THE DELEGATES AND EACH DELEGATE SHALL VOTE BY SECRET BALLOT. CANDIDATES WITH THE MOST VOTES SHALL BECOME DIRECTORS. IN THE EVENT OF A TIE, A RUNOFF ELECTION SHALL BE HELD BETWEEN THE CANDIDATES IN QUESTION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS CIRCULATED TO THE BOARD AND MANAGEMENT FOR THEIR REVIEW BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS CIRCULATED TO THE BOARD AND MANAGEMENT FOR THEIR REVIEW BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS, THE EXECUTIVE DIRECTOR, AND INDEPENDENT CONTRACTORS WHO PERFORM SIGNIFICANT WORK FOR THE ORGANIZATION. UPON NOTIFICATION OF A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST, THE CHAIR SHALL ADVISE THE FULL BOARD AND THE EXECUTIVE DIRECTOR. AFTER REVIEW, THE BOARD WILL DETERMINE WHETHER THE DISCLOSURE OF THE CONFLICT PROTECTS THE INTEGRITY OF THE BOARD'S DECISION-MAKING. THE BOARD MAY: A. DETERMINE BY MAJORITY VOTE THAT THE PARTY IN CONFLICT SHALL BE ALLOWED TO PARTICIPATE IN ALL DELIBERATIONS DIRECTLY RELATING TO THE ACTUAL OR POTENTIAL CONFLICT, BUT, IF A VOTING MEMBER, REQUIRE THAT HE/SHE SHALL RECUSE HIM/HERSELF FROM ANY VOTE ON THE MATTER: OR B. DETERMINE THAT THE PARTY IN CONFLICT SHALL NOT TAKE PART IN ANY OF THE DELIBERATIONS OR VOTES OF THE BOARD INVOLVING THE QUESTION CONCERNING WHICH THE CONFLICT ARISES, NOR ATTEMPT TO INFLUENCE OTHER DIRECTORS IN REACHING A DECISION ON THAT QUESTION. THE MINUTES OF THE MEETING IN WHICH THE QUESTION WAS BEFORE THE BOARD SHALL DISCLOSE THE RECUSAL. THE DIRECTOR SHALL NOT BE COUNTED AS BEING PRESENT FOR A QUORUM IN CONNECTION WITH THAT QUESTION. IN THE EVENT THAT THE PARTY IN CONFLICT DISPUTES THE BOARD'S RESOLUTION OF THE CONFLICT OF INTEREST QUESTION, ANY APPROVAL OR LIMITATION OF HIS OR HER PARTICIPATION SHALL REQUIRE A TWO-THIRDS VOTE OF THOSE VOTING MEMBERS PRESENT. FORM 990, PART VI, SECTION B, LINE 15A AN INDEPENDENT REVIEW OF COMPARABILITY DATA TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS CONDUCTED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE MAKES RECOMMENDATIONS TO THE ENTIRE BOARD, AND THE ENTIRE BOARD APPROVES THE COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 226,184. MANAGEMENT AND GENERAL EXPENSES 17,397. FUNDRAISING EXPENSES 1,486. TOTAL EXPENSES 245,067. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EQUALITY FEDERATION INSTITUTE 818 SW 3RD AVE 141 PORTLAND OR 97204 810670151 LGBT ORGANIZATION DC 501(C)(3) LINE 7 N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 EQUALITY FEDERATION INSTITUTE O 1475709 FMV