2024-05-10T08:57:01-05:00 2023-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2023-01-01 232694572 EQUAL MEASURE EQUA 2157322200 520 WALNUT STREET 1450 PHILADELPHIA PA 19106 LEON ANDREWS PRESIDENT & CEO 2157322200 2024-05-06 1 LEON ANDREWS 999009999 1 CHRISTOPHER M PEKULA P00734965 2154414600 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z LEON ANDREWS 520 WALNUT STREET 1450 PHILADELPHIA PA 19106 7023351 0 X WWW.EQUALMEASURE.ORG X 1992 PA SEE SCHEDULE O 8 8 38 7 0 0 6261257 5606398 0 0 183396 175263 500 0 6445153 5781661 0 0 0 0 4266928 4556864 0 0 0 2451429 2094016 6718357 6650880 -273204 -869219 12176008 10581717 4203283 3195218 7972725 7386499 X SEE SCHEDULE O 0 0 5382646 SEE SCHEDULE O 5382646 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 38 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X EQUAL MEASURE 2157322200 520 WALNUT STREET SUITE 1450 PHILADELPHIA PA 19106 AMANDA NAVARRO BOARD MEMBER 1.00 X 0 0 0 AMY LIU BOARD MEMBER 1.00 X 0 0 0 CHANTEL RUSH TEBBE BOARD MEMBER 1.00 X 0 0 0 CRAIG HOWARD BOARD MEMBER 1.00 X 0 0 0 EMILY GARR PACETTI BOARD MEMBER 1.00 X 0 0 0 JASON INGLE BOARD CHAIR 1.00 X X 0 0 0 LEON ANDREWS PRESIDENT & CEO 55.00 X X 337526 0 25108 LYNEIR RICHARDSON TREASURER 1.00 X X 0 0 0 ANNA JUNGCLAUS CFO 55.00 X 313797 0 27405 SETH KLUKOFF VICE PRESIDENT 55.00 X 216547 0 18419 SHAUNISE SPIVEY COO 55.00 X 240314 0 27018 DAN TSIN DIRECTOR 50.00 X 172402 0 17724 EVE WEISS SENIOR DIRECTOR 50.00 X 172699 0 10513 JAMES LIOU SENIOR DIRECTOR 50.00 X 172401 0 8727 JENNIFER THOMPSON SENIOR DIRECTOR 50.00 X 172401 0 10561 KELLY SLOANE SENIOR DIRECTOR 50.00 X 172401 0 19516 1970488 0 164991 9 0 1 0 EVIDENT CHANGE 426 S YELLOWSTONE DRIVE MADISON WI 53719 SUBCONTRACTOR ON PROJECT 357569 KPG ONE WASHINGTON LLC C/O ONE WASHINGTON MGMT PO BOX 7 CINCINNATI OH 452714461 LANDLORD 248398 INNOVATION4MEDIA INC PO BOX 810 RHINEBECK NY 12572 SUBCONTRACTOR ON PROJECT 228105 RESEARCH FOR ACTION 100 S BROAD ST SUITE 700 PHILADELPHIA PA 19110 SUBCONTRACTOR ON PROJECT 177850 4 5606398 5606398 209948 209948 1207005 1241690 -34685 -34685 -34685 5781661 0 0 175263 X 1210415 980436 229979 2725455 2218705 506750 312993 253524 59469 308001 249481 58520 17282 9851 7431 30556 17417 13139 731703 592679 139024 34151 34151 34601 29101 5500 31615 25874 5741 243385 197142 46243 93191 75485 17706 21837 17688 4149 90237 34326 55911 27767 22491 5276 PROGRAM EXPENSES 197883 160285 37598 STAFF DEVELOPMENT 166155 134586 31569 STRATEGIC PLANNING 149000 134100 14900 BUSINESS DEVELOPMENT 148418 133576 14842 76235 61748 14487 6650880 5382646 1268234 0 504313 334844 1019663 415287 1188711 1246337 89288 100946 1815741 663525 1376982 1152216 7936474 7213040 20328 78798 40249 40249 12176008 10581717 953973 758846 2120855 1526993 1128455 909379 4203283 3195218 X 7772725 7286499 200000 100000 7972725 7386499 12176008 10581717 -869219 282988 5 0 X X 0 1 X 1 0 X 5308190 4857841 9799572 6261257 5606398 31833258 5308190 4857841 9799572 6261257 5606398 31833258 6055224 25778034 66546 32192 122489 197668 209948 628843 4000 9362 500 13862 32475963 0.79380 0.77840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1402615 392908 1009707 139834 139834 0 273292 130783 142509 1152216 LEASE LIABILITY - LONG TERM 909379 909379 X 6064649 282988 282988 5781661 0 5781661 6650880 0 6650880 0 6650880 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. HOWEVER, AT TIMES, THE ORGANIZATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX BASED ON ITS ACTIVITIES. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. X X X X X X 0 0 0 1 0 0 0 0 0 LEON ANDREWS PRESIDENT & CEO 299366 0 30160 0 8000 0 19001 0 6107 0 362634 0 0 0 ANNA JUNGCLAUS CFO 288797 0 25000 0 0 0 17199 0 10206 0 341202 0 0 0 SHAUNISE SPIVEY COO 227814 0 12500 0 0 0 12994 0 14024 0 267332 0 0 0 SETH KLUKOFF VICE PRESIDENT 191547 0 25000 0 0 0 12449 0 5970 0 234966 0 0 0 KELLY SLOANE SENIOR DIRECTOR 159901 0 12500 0 0 0 9480 0 10036 0 191917 0 0 0 DAN TSIN DIRECTOR 164402 0 8000 0 0 0 8190 0 9534 0 190126 0 0 0 EVE WEISS SENIOR DIRECTOR 158699 0 14000 0 0 0 9500 0 1013 0 183212 0 0 0 JENNIFER THOMPSON SENIOR DIRECTOR 158401 0 14000 0 0 0 9546 0 1015 0 182962 0 0 0 JAMES LIOU SENIOR DIRECTOR 160401 0 12000 0 0 0 0 0 8727 0 181128 0 0 0 PART I, LINE 5 ANNUAL BONUSES ARE ACCRUED THROUGHOUT THE YEAR AND PAID IN Q1 OF THE FOLLOWING YEAR, BASED ON ORGANIZATIONAL HEALTH AND INDIVIDUAL PERFORMANCE, AS STATED IN THE ORGANIZATIONAL POLICY. IN 2023, THE ORGANIZATION ACCRUED $217,135 OF BONUSES, ALIGNED WITH THE COMPENSATION AND BENEFIT STUDY COMPLETED EVERY 2 YEARS, MOST RECENTLY IN 2023. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: VISION - WE ENVISION A SOCIETY WHERE RACE NO LONGER PREDICTS LIFE OUTCOMES. MISSION - WE STRENGTHEN THE KNOWLEDGE AND CAPACITY OF OUR PARTNERS TO TRANSFORM SYSTEMS, ELIMINATE RACIAL DISPARITIES, AND BUILD EQUITABLE COMMUNITIES. AS AN ORGANIZATION WITH ALMOST 40 YEARS IN THE SOCIAL JUSTICE FIELD, EQUAL MEASURE PARTNERS WITH FOUNDATIONS, NONPROFITS, AND PUBLIC ENTITIES TO APPLY NEW WAYS OF THINKING AND LEARNING TO TRANSFORM SYSTEMS. WE AIM TO CENTER RACIAL EQUITY IN ALL ASPECTS OF OUR WORK. APPLYING OUR FIVE SERVICE LINES STRATEGY, EVALUATION, CAPACITY BUILDING, TECHNICAL ASSISTANCE, AND COMMUNICATIONS - WE STRIVE TO SUPPORT OUR PARTNERS IN THEIR EFFORTS TO PROMOTE A MORE EQUITABLE AND JUST WORLD, ONE WHERE SOCIAL OUTCOMES ARE NO LONGER PREDICTED BY RACE. WE HAVE A DEEP UNDERSTANDING OF HOW IMPLICIT BIASES; POWER DYNAMICS; AND HISTORICAL, CONTEXTUAL, STRUCTURAL, AND SYSTEMIC BARRIERS AFFECT COMMUNITY CHANGE EFFORTS AND ARE SKILLED AT FACILITATING PROCESSES AND CONVERSATIONS TO ADDRESS THEM DEEPLY AND HONESTLY. BLENDING THESE PERSPECTIVES PROVIDES CLIENTS WITH THE MOST NUANCED THINKING TO ACHIEVE THEIR SOCIAL CHANGE OBJECTIVESAND ENABLES US TO HELP OUR CLIENTS MAKE THEIR COMMUNITIES STRONGER, HEALTHIER, MORE EQUITABLE, AND MORE INCLUSIVE. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: EQUAL MEASURE'S MISSION IS AS FOLLOWS: WE HELP OUR CLIENTS SHIFT SYSTEMS, POLICIES, AND PRACTICES TO MAKE COMMUNITIES STRONGER, HEALTHIER, MORE EQUITABLE, AND MORE INCLUSIVE. FOR ALMOST 40 YEARS, WE HAVE PARTNERED WITH THOSE WORKING ON COMPLEX, OFTEN MESSY SOCIAL ISSUES SUCH AS IMPROVING ACCESS TO EDUCATION, ADDRESSING HEALTH ISPARITIES, AND STRENGTHENING ECONOMIC MOBILITY AND YOUTH ECONOMIC OPPORTUNITY TO HELP CREATE MORE POWERFUL, ENDURING SYSTEMS CHANGE AND ADVANCE RACIAL EQUITY. WE ARE STRATEGISTS AND EVALUATORS; CAPACITY BUILDERS AND TECHNICAL ASSISTANCE PROVIDERS; AND COMMUNICATIONS PROFESSIONALS WHO KNOW THE VALUE OF NARRATIVE CHANGE. WE BALANCE PASSION WITH PRAGMATISM, THOUGHT LEADERSHIP WITH SELF-REFLECTION AND HUMILITY, AND RIGOR WITH FLEXIBILITY. AND WE ARE COMMITTED TO UPHOLDING RACIAL EQUITY AND INTERSECTIONALITY INSIDE OUR ORGANIZATION, ACROSS OUR FIVE CUSTOMIZED SERVICE LINES, AND IN EVERY CLIENT AND PARTNER ENGAGEMENT. TWO RECENT AWARDS PROVIDE SIGNIFICANT FISCAL SUPPORT FOR THE DEVELOPMENT OF EQUAL MEASURE'S NEW STRATEGIC PLAN (TO LAUNCH IN 2023) AND OUR COMMITMENT TO CENTERING RACIAL EQUITY INTO ALL ASPECTS OF OUR WORK: IN 2021, EQUAL MEASURE RECEIVED A $5 MILLION AWARD FROM MACKENZIE SCOTT; AND IN 2022, WE RECEIVED A $300,000 GENERAL OPERATING SUPPORT GRANT FROM THE BILL & MELINDA GATES FOUNDATION. THESE AWARDS PROVIDE SUPPORT FOR ORGANIZATIONAL INITIATIVES SUCH AS OUR WHITE ANTI-RACIST AND BIPOC AFFINITY GROUPS AND DEI BOOK CLUB, AS WELL AS STRATEGIC INITIATIVES FOCUSING ON EQUITABLE EVALUATION AND PLACE-BASED SYSTEMS CHANGE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED IN DETAIL BY BOARD MEMBERS PRIOR TO SUBMISSION TO IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE DISCLOSED IN WRITING AND REVIEWED BY THE BOARD ANNUALLY. THESE CONFLICTS OF INTERESTS INCLUDE REVIEW AND DISCLOSURE BY BOARD MEMBERS AS WELL AS STAFF. FORM 990, PART VI, SECTION B, LINE 15 FULL STAFF COMPENSATION STUDIES ARE CONDUCTED EVERY OTHER YEAR WITH THE RESULTS COMMUNICATED TO THE BOARD OF DIRECTORS. THE MOST RECENT STUDY WAS COMPLETED IN 2023 AND INCLUDED A C SUITE COMPENSATION REVIEW. THE 2023 STUDY INCLUDED REVIEW OF THE COMPENSATION PHILOSOPHY AS WELL AS A FULL BENEFIT STUDY. PERFORMANCE MANAGEMENT PROCESSES ARE IN PLACE AND PERFORMANCE IS ASSESSED EACH YEAR. PERFORMANCE IS TAKEN INTO CONSIDERATION WHEN COMPENSATION IS PRESENTED WITHIN BOARD APPROVED ANNUAL BUDGETS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 444,445. MANAGEMENT AND GENERAL EXPENSES 104,253. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 548,698. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 148,234. MANAGEMENT AND GENERAL EXPENSES 34,771. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 183,005. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, CONTRIBUTION REVENUE INFORMATION: IN JUNE 2021, THE ORGANIZATION WAS AWARDED A ONE-TIME UNSOLICITED GIFT OF $5,000,000 FROM A FOUNDATION AND THE GIFT WAS WITHOUT DONOR RESTRICTIONS.