2024-11-06T13:10:06-06:00 2023-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-01-01 471338104 EQUALITY FLORIDA ACTION INC EQUA 8138703735 PO BOX 13184 ST PETERSBURG FL 337333184 NADINE SMITH CEO 8138703735 2024-10-23 1 1 LISA BURKE P00220718 8169455500 2024-10-21 2023 2024-10-15 13:58:12Z NADINE SMITH PO BOX 13184 ST PETERSBURG FL 337333184 1433334 0 X WWW.EQFL.ORG X 2014 FL SECURING FULL EQUALITY AND JUSTICE FOR FLORIDA'S LGBTQ COMMUNITY. 12 12 35 3000 0 0 1184731 1390071 24114 5000 2329 2915 9114 24853 1220288 1422839 1500 258088 0 0 368754 520616 0 0 296629 489279 663923 859533 1442627 360755 -19788 1583189 1501944 131361 69904 1451828 1432040 X EQUALITY FLORIDA ACTION IS THE ADVOCACY ARM OF THE LARGEST CIVIL RIGHTS ORGANIZATION WORKING TO SECURE FULL EQUALITY FOR FLORIDA'S LESBIAN, GAY, BISEXUAL, TRANSGENDER, AND QUEER (LGBTQ) COMMUNITY.(CONTINUED ON SCHEDULE O)WE WORK TO PASS LEGISLATION AND LOCAL POLICIES THAT WOULD BENEFIT FLORIDA'S LGBTQ COMMUNITY, AND TO OPPOSE UNFAVORABLE LEGISLATION AND POLICIES. 0 0 398057 1000 OUTREACH:TO STRENGTHEN GRASSROOTS POWER AND COALITION PARTNERSHIPS, EQUALITY FLORIDA CO-HOSTED TOWN HALLS ACROSS THE STATE, EDUCATING COMMUNITIES ON LEGISLATIVE IMPLICATIONS AND OUTLINING ACTIONABLE STEPS FOR ENGAGEMENT.OUR CONTINUOUS ENGAGEMENT IN STATE AGENCY MEETINGS DEMONSTRATED SUPPORT FOR GENDER-AFFIRMING CARE AND OPPOSITION TO HARMFUL RULES IMPACTING LGBTQ+ STUDENTS AND FAMILIES. 368311 245000 5000 ADVOCACY:EQUALITY FLORIDA WORKED WITH THE FLORIDIANS FOR REPRODUCTIVE FREEDOM COALITION AND LOCAL ADVOCATES TO EDUCATE THE CLEARWATER CITY COUNCIL ON THE IMPORTANCE OF CLINIC SAFETY IN THE MIDST OF ANTI-ABORTION PROTESTORS. THE COUNCIL UNANIMOUSLY PASSED A BUFFER ZONE FOR THE CLINIC TO DETER PROTESTORS FROM INTERFERING WITH THE PATIENTS TRYING TO RECEIVE CARE.(CONTINUED ON SCHEDULE O)EQUALITY FLORIDA DEMONSTRATED UNWAVERING COMMITMENT, MOBILIZING AGAINST ANTI-LGBTQ BILLS. THE ORGANIZATION'S ADVOCACY CONTRIBUTED TO AVERTING MORE EXTREME MEASURES THAN SOME OF THE HARMFUL LEGISLATION PASSED DURING THE 2023 SESSION, EMPHASIZING THE IMPORTANCE OF MESSAGING, LEGISLATIVE RELATIONSHIPS, AND GRASSROOTS ACTIVISM. 307032 12088 MOBILIZATION:EQUALITY FLORIDA FIELD STAFF ACTIVATED 232 CITIZEN LOBBYISTS, AND AN ADDITIONAL 154 VOLUNTEERS, TO TALLAHASSEE TO MEET WITH LAWMAKERS FOR OUR 2023 LOBBY DAYS PROGRAM, WHICH SPANNED THE ENTIRE EIGHT WEEKS OF LEGISLATIVE SESSION THIS YEAR.WE SPONSORED 100 VOLUNTEERS TO THE CAPITOL WITH $13,094 IN SCHOLARSHIPS TO PROVIDE FINANCIAL AID FOR MARGINALIZED COMMUNITIES TO TRAVEL TO TALLAHASSEE.(CONTINUED ON SCHEDULE O)WE PARTNERED IN THE CAMPAIGN TO ADD A CONSTITUTIONAL AMENDMENT PROTECTING ACCESS TO ABORTION ON THE 2024 BALLOT, WORKING TO SAFEGUARD ABORTION ACCESS BY LIMITING GOVERNMENT INTERFERENCE. 1073400 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 9 0 1 35 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X PATSY TAYLOR DIRECTOR OF FINANCE & ACCOUNTING 8502927992 223 TOPAZ AVE PENSACOLA FL 32505 JEFF DELMAY CHAIR 0.50 0.50 X X 0 0 0 VICTOR DIAZ-HERMAN TREASURER 0.50 0.50 X X 0 0 0 DANNY HUMPHRESS SECRETARY 0.50 0.50 X X 0 0 0 SELISSE BERRY DIRECTOR 0.50 0.50 X 0 0 0 SUSAN BOTTCHER DIRECTOR 0.50 0.50 X 0 0 0 ANGUS BRADSHAW DIRECTOR 0.50 0.50 X 0 0 0 NATHAN BREUMMER DIRECTOR 0.50 0.50 X 0 0 0 KEITH DAVENPORT DIRECTOR (TERM START 4/2023) 0.50 0.50 X 0 0 0 DANA FARMER DIRECTOR 0.50 0.50 X 0 0 0 ANNIE HIOTIS DIRECTOR 0.50 0.50 X 0 0 0 PAULINE PARRISH DIRECTOR 0.50 0.50 X 0 0 0 DAN VAN TICE DIRECTOR 0.50 0.50 X 0 0 0 BARBARA SINGER DIRECTOR (TERM END 4/2023) 0.50 0.50 X 0 0 0 NADINE SMITH CEO 6.00 34.00 X 52479 297381 34937 STRATTON POLLITZER DEPUTY DIRECTOR 6.00 39.00 X 49283 279269 17777 JOSEPH SAUNDERS SENIOR POLITICAL DIRECTOR 35.00 5.00 X 111197 15886 13033 JONATHAN MAURER PUBLIC POLICY DIRECTOR 6.00 35.00 X 15478 87712 17199 BRITTANY LINK-HAYES COMMUNICATIONS DIRECTOR 6.00 34.00 X 15113 85645 13139 DAVID COSTA DIRECTOR OF OPERATIONS 6.00 39.00 X 26141 87468 12599 DONALD WALKER DIRECTOR OF FINANCE 6.00 34.00 X 15133 85752 3066 284824 939113 111750 1 0 1 0 NEWPORT ONE INC 21 RAILROAD AVE DUXBURY MA 02332 DIRECT MAIL CONSULTING 190534 GOOD CATCH INC DBA PHYSICAL ADVERTISING PO BOX 370366 MIAMI FL 33137 PROFESSIONAL PRINTING 111118 2 415000 975071 10495 1390071 "AUTHENTICALLY ME" SEM 813311 5000 5000 5000 2759 2759 10651 10495 156 156 156 23853 0 23853 23853 1000 1000 1000 1422839 5000 0 27768 X 258088 258088 109668 98701 10967 317368 259970 40227 17171 22785 19886 2169 730 41085 35857 3912 1316 29710 24468 4002 1240 140 140 9240 9240 267451 166155 101296 57267 1036 56231 194828 94267 1806 98755 27350 7819 19531 5760 5760 85653 85562 91 8415 7872 184 359 1224 1224 MEMBERSHIP DUES 6595 6595 1442627 1073400 72598 296629 68846 137426 1487437 965197 409 5000 5000 1131 21497 393190 1583189 1501944 103885 69904 27476 0 131361 69904 X 1432012 1356215 19816 75825 1451828 1432040 1583189 1501944 -19788 0 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 257599 0 12599 245000 257599 1 FLORIDIANS PROTECTING FREEDOM INC PO BOX 4068 SARASOTA FL 34230 923603212 245000 0 PART I-A, LINE 1: POLITICAL CAMPAIGN ACTIVITIES CONSIST OF CAMPAIGN COMMUNICATIONS AND CONTRIBUTIONS TO AN UNRELATED SECTION 527 ORGANIZATION FOR A BALLOT MEASURE CAMPAIGN FOR ABORTION RIGHTS. 0 DUE FROM AFFILIATE 393190 393190 X 1422839 0 1422839 0 1422839 1442627 0 1442627 0 1442627 PART X, LINE 2: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. INCOME EARNED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS TREATED AS A PUBLICLY SUPPORTED ORGANIZATION, AND NOT AS A PRIVATE FOUNDATION. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC TOPIC 740, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DOES NOT BELIEVE IT HAS ANY MATERIAL INCOME TAX EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S TAX FILINGS ARE GENERALLY OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THREE YEARS AFTER THE DATE OF FILING. 1 FLORIDIANS PROTECTING FREEDOM INC PO BOX 4068 SARASOTA FL 34230 923603212 527 245000 0 N/A N/A BALLOT MEASURE CAMPAIGN - ABORTION RIGHTS SAFEGUARDING AMERICAN VALUES FOR EVERYONE INC 1101 BRICKELL AVE S TOWER MIAMI FL 33131 650430497 501(C)(4) 10000 0 N/A N/A FISCAL SPONSOR FOR STUDENT ORGANIZERS LED BY PRISM 2 X X X X 0 0 0 0 0 0 0 1 0 NADINE SMITH CEO 33114 187646 11910 67490 7455 42245 1170 6630 4071 23066 57720 327077 0 0 STRATTON POLLITZER DEPUTY DIRECTOR 32048 181604 9990 56610 7245 41055 1099 6230 1567 8881 51949 294380 0 0 PART I, LINE 7 THE BOARD APPROVES THE CEO'S COMPENSATION INCLUDING THE TIMING AND AMOUNT OF HER BONUS UPON COMPLETION OF HER ANNUAL PERFORMANCE REVIEW. THE CEO APPROVES BONUSES FOR ALL OTHER STAFF WITHIN THE CONFINES OF THE BOARD-APPROVED BUDGET. FORM 990, PART V, LINES 2A AND 2B - NUMBER OF EMPLOYEES: THE ORGANIZATION'S EMPLOYEES ARE COMPENSATED BY EQUALITY FLORIDA INSTITUTE, INC. (EFI), A RELATED 501(C)(3) ORGANIZATION. EFI FILES ALL PAYROLL RELATED RETURNS (EIN: 59-3435235). THE NUMBER OF EMPLOYEES REPORTED ON LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES ALLOCATED TO THIS ORGANIZATION. THE SALARIES AND RELATED EXPENSES REPORTED IN PART IX, LINES 5 THROUGH 10, REPRESENT THE EMPLOYEE EXPENSES ASSOCIATED WITH THOSE EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS FIRST REVIEWED BY THE CEO, TREASURER, AND FINANCE COMMITTEE. THE FORM IS THEN DISTRIBUTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE ACTUAL OR POSSIBLE FINANCIAL INTEREST IMMEDIATELY UPON DISCOVERY. PROCEDURES FOR ADDRESSING THE CONFLICT ARE DOCUMENTED IN THE MINUTES. THE MINUTES SHALL CONTAIN: (A) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; AND (B) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH ALL INTERESTED PERSONS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS INCLUDES APPROVAL BY PERSONS WITHOUT A CONFLICT OF INTEREST, USE OF COMPARABILITY DATA, AND RECORDING COMPENSATION DELIBERATIONS. RELEVANT INFORMATION MAY INCLUDE, BUT IS NOT LIMITED TO, COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA OF THE ORGANIZATION, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS, AND ACTUAL WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE COMPENSATED PERSON. REVIEW AND APPROVAL IS PROMPTLY RECORDED IN THE MINUTES AND CONTAIN: (A) THE TERMS OF THE COMPENSATION AND DATE APPROVED; (B) THE NAMES OF THE MEMBERS WHO WERE PRESENT AND VOTED ON THE COMPENSATION; (C) THE COMPARABILITY DATA OBTAINED AND RELIED UPON, AND HOW IT WAS OBTAINED; (D) ANY ACTION TAKEN WITH RESPECT TO CONSIDERATION OF THE COMPENSATION BY A MEMBER WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION; AND (E) IF THE REASONABLE COMPENSATION IS HIGHER OR LOWER THAN THE RANGE OF COMPARABILITY DATA OBTAINED, AND THE BASIS FOR THE DECISION. THE CURRENT SALARY OF OUR CEO HAS BEEN FOUND TO BE IN THE MID-RANGE OF RESEARCHED SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G APPEALS AND COMMUNICATIONS: PROGRAM SERVICE EXPENSES 37,124. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 101,296. TOTAL EXPENSES 138,420. MEDIA SERVICES: PROGRAM SERVICE EXPENSES 118,230. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 118,230. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 10,801. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,801. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE APPROVES THE RFP, REVIEWS PROPOSALS, AND SELECTS THE INDEPENDENT CPA FIRM. THE CPA FIRM COMMUNICATES DIRECTLY WITH THE FINANCE COMMITTEE DURING REVIEW PLANNING WITH RESPECT TO THE EXPECTED TIMING AND SCOPE OF THE REVIEW AND AT THE CONCLUSION OF THE REVIEW WITH RESPECT TO VARIOUS QUALITATIVE ASPECTS OF THE REVIEW, DIFFICULTIES ENCOUNTERED, AND ANY SIGNIFICANT FINDINGS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EQUALITY FLORIDA INSTITUTE INC PO BOX 13184 ST PETERSBURG FL 33733 593435235 CIVIL RIGHTS EDUCATION DEDICATED TO EQUALITY FOR THE LGBT COMMUNITY FL 501(C)(3) LINE 7 N/A 0 EQUALITY FLORIDA INC PO BOX 13184 ST PETERSBURG FL 33733 593540715 CIVIL RIGHTS ADVOCACY DEDICATED TO EQUALITY FOR THE LGBT COMMUNITY FL 501(C)(4) N/A 0 EQUALITY FLORIDA ACTION PAC INC PO BOX 13184 ST PETERSBURG FL 33733 205335568 POLITICAL ACTION COMMITTEE DEDICATED TO ELECTING PRO-EQUALITY CANDIDATES FL 527 N/A 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0