2024-08-12T10:36:04-05:00 2023-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-01-01 810670151 EQUALITY FEDERATION INSTITUTE EQUA 9293733370 818 SW 3RD AVE 141 PORTLAND OR 97204 FRANCES HUTCHINS EXECUTIVE DIRECTOR 9293733370 2024-07-30 1 0 SANG AHN P00540880 5032270581 2023 2024-08-08 14:25:15Z FRANCES HUTCHINS 818 SW 3RD AVE 141 PORTLAND OR 97204 2627467 0 X WWW.EQUALITYFEDERATION.ORG X 2005 DC MOVEMENT BUILDER AND STRATEGIC PARTNER TO STATE-BASED ORGANIZATIONS ADVOCATING FOR LGBTQ+ PEOPLE. 16 16 0 21 0 0 4707418 2267148 169894 242506 36440 115955 0 0 4913752 2625609 397200 306000 0 0 1475709 1666264 0 20000 375783 951883 1504992 2824792 3497256 2088960 -871647 5182931 4308587 156473 110096 5026458 4198491 X EQUALITY FEDERATION INSTITUTE 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 2057752 306000 THROUGH OUR ADVOCACY & CIVIC ENGAGEMENT PROGRAM, WE WORK COLLABORATIVELY WITH OUR PARTNERS TO MAXIMIZE STATE ADVOCACY ON CRITICAL ISSUES, MOBILIZE THE PEOPLE POWER NEEDED TO CREATE CHANGE, AND SET AN EXPANSIVE POLICY AGENDA TO ADDRESS OUR ENTIRE COMMUNITY'S NEEDS. IN 2023, WE WORKED WITH OUR STATE PARTNERS TO EDUCATE THE PUBLIC ABOUT 575 ANTI-LGBTQ+ BILLS INTRODUCED IN STATE LEGISLATURES, INCLUDING 414 ANTI-TRANS RIGHTS BILLS, AS WELL AS OVER 608 PRO-LGBTQ+ BILLS. OUR TEAM SPENT 460 HOURS PROVIDING STATE PARTNERS WITH ONE-ON-ONE ADVOCACY AND COMMUNICATIONS SUPPORT. WE RAN 32 PAID CALL CAMPAIGNS IN 15 STATES, CONNECTING 8,092 CONSTITUENTS TO THEIR ELECTED OFFICIALS ON CRITICAL LGBTQ+ LEGISLATION. (CONTINUED ON SCHEDULE O)IN PARTNERSHIP WITH HIV ADVOCACY LEADERS, WE TRAINED OVER 233 ADVOCATES FROM 37 STATES ON MEANINGFUL INVOLVEMENT OF PEOPLE LIVING WITH HIV (MIPA) PRACTICES AND KEY HIV POLICIES. WE ALSO WORKED WITH THREE STATE PARTNERS TO CONTINUE BUILDING HIV POLICY COALITIONS WITH LEADERS ON THE GROUND. 696285 242506 THROUGH OUR LEADERSHIP & ORGANIZATIONAL DEVELOPMENT PROGRAM, WE PRIORITIZE DEVELOPING STRONG LEADERS, CONNECTING MOVEMENT ADVOCATES, AND BUILDING POWERFUL ORGANIZATIONS THAT CAN SUSTAIN THE MOVEMENT FOR EQUALITY AND JUSTICE IN THE STATES. BECAUSE OF OUR ONGOING RELATIONSHIPS WITH STATE LEADERS, WE ARE ABLE TO PROVIDE TAILORED SUPPORT THAT MEETS THEIR INDIVIDUAL NEEDS AND FOLLOW THEM AS THEIR ORGANIZATIONS GROW. WE BELIEVE THAT RACIAL JUSTICE IS A CRITICAL AREA FOR GROWTH FOR MANY ORGANIZATIONS AND LEADERS AND STRIVE TO INTEGRATE A RACIAL EQUITY PERSPECTIVE AND STRATEGY INTO ALL ASPECTS OF LEADERSHIP AND ORGANIZATIONAL DEVELOPMENT WORK. (CONTINUED ON SCHEDULE O)WE PROVIDE CRITICAL OPPORTUNITIES FOR TRAINING, PEER LEARNING, AND NETWORKING THROUGH THE ANNUAL EQUALITY FEDERATION INSTITUTE LEADERSHIP CONFERENCE, WHICH HAS BECOME THE MOVEMENT-WIDE GO-TO GATHERING OF 350+ STATE LEADERS AND NATIONAL PARTNERS; OUR 1:1 COACHING; AND REGULAR ONLINE TRAINING OPPORTUNITIES.OUR STATE PARTNERS FORM THE LARGEST NATIONAL NETWORK ADVOCATING FOR LGBTQ+ EQUALITY AND LIBERATION. WE USE THIS NETWORK MODEL TO ENSURE THAT ADVOCATES POOL RESOURCES, LEARN FROM EACH OTHER, AND DEVELOP BEST PRACTICES TO AVOID REDUNDANCY. THIS SAVES OUR MEMBERS TIME AND RESOURCES, ALLOWING THEM TO SPEND TIME DOING WHAT ONLY THEY CAN DO: BUILDING RELATIONSHIPS WITH LAWMAKERS, ORGANIZING THE COMMUNITY, AND SHOWING UP AS STRONG ADVOCATES WHEREVER THEY ARE NEEDED. THAT'S WHAT WE MEAN BY ADVOCACY ACCELERATOR: WE'VE CREATED A WELL-DESIGNED SYSTEM TO PROPEL PROGRESS DURING FAVORABLE TIMES, SOLIDIFY ACHIEVEMENTS, AND SAFEGUARD THEM FROM CHALLENGES. 2754037 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 31 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CA OR AL AK AR CO CT FL GA HI IL KS KY ME MD MN MS MO NH NJ NY NC ND OH OK PA RI SC TN UT VA WA WV WI X X X FRANCES HUTCHINS 9293733370 818 SW 3RD AVE 141 PORTLAND OR 97204 FRAN HUTCHINS EXECUTIVE DIRECTOR 36.00 4.00 X 173394 19266 5254 IAN PALMQUIST DEPUTY EXECUTIVE DIRECTOR 38.00 2.00 X 142512 7501 17446 JOELLYN WEINGOURT DEVELOPMENT DIRECTOR 40.00 0.00 X 103115 0 16682 DAN YONKER VICE PRESIDENT OF FINANCE 32.00 8.00 X 95952 23988 3585 MEL KING VICE PRESIDENT OF OPERATIONS 36.00 4.00 X 94584 10509 4019 ERIC PAULK BOARD CHAIR 5.00 1.00 X 0 0 0 SHEA WALDRON SECRETARY 5.00 5.00 X 0 0 0 REBECCA GORENA TREASURER 5.00 5.00 X 0 0 0 GIA DREW DIRECTOR 1.00 5.00 X 0 0 0 ALANA JOCHUM DIRECTOR 1.00 1.00 X 0 0 0 DANIEL RAMOS DIRECTOR 1.00 0.00 X 0 0 0 JOE SAUNDERS DIRECTOR 1.00 1.00 X 0 0 0 M RYAN BARKER DIRECTOR 1.00 0.00 X 0 0 0 ABBI SWATSWORTH DIRECTOR 1.00 1.00 X 0 0 0 MASON DUNN DIRECTOR 1.00 0.00 X 0 0 0 ALEX SHELDON DIRECTOR 1.00 0.00 X 0 0 0 TREY WEAVER DIRECTOR 1.00 0.00 X 0 0 0 SHARITA GRUBERG DIRECTOR (08/01/23 - 12/31/23) 1.00 0.00 X 0 0 0 JUSTIN SMITH DIRECTOR 1.00 0.00 X 0 0 0 IAN TZENG IMMEDIATE PAST CHAIR (1/1/23-7/31/23) 1.00 1.00 X 0 0 0 ANDRE WADE DIRECTOR 1.00 1.00 X 0 0 0 609557 61264 46986 3 0 1 0 CO-LAB COLLECTIVE LLC 427 LISBON STREET SAN FRANCISCO CA 94112 NATIONAL CONVENING SUPPORT AND LOGISTICS 124210 1 2267148 15646 2267148 MEETINGS & ACTIVITIES 900003 242506 242506 242506 117622 117622 191 1858 0 -1858 191 -1667 -1667 2625609 242506 0 115955 X 306000 306000 276943 202791 35329 38823 1106242 810044 141121 155077 31160 22817 3975 4368 144431 105759 18425 20247 107488 78708 13712 15068 2905 2290 342 273 15556 12261 1831 1464 20000 20000 8750 8750 796848 643848 96141 56859 58205 23648 3491 31066 52068 25818 14083 12167 190032 146753 24770 18509 328585 326287 710 1588 1127 840 138 149 4321 658 3538 125 ASSOCIATION FEES 46595 45515 1080 3497256 2754037 367436 375783 3728260 2974758 661818 481603 192 50892 30900 4211 3035 2303 1176 739466 820150 5182931 4308587 84596 47465 71877 62631 156473 110096 X 3891458 3238991 1135000 959500 5026458 4198491 5182931 4308587 -871647 43680 0 X X 0 1 X 1 0 X 1735373 3200186 2615221 4707418 2267148 14525346 1735373 3200186 2615221 4707418 2267148 14525346 3752456 10772890 768 3769 16935 37122 117622 176216 14701562 796940 0.73280 0.68470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85966 0 85966 3402540 3488506 324425 81106 4860 0 1 216677 242838 278811 324425 1062751 1594127 18500 85966 104466 54169 60710 69703 81106 265688 398532 18500 85966 104466 0 0 4211 3035 1176 1176 DUE TO EQUALITY FEDERATION 62631 62631 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 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. X X X X X 1 FRAZZINI CONSULTING LLC 4536 N HAIGHT AVE PORTLAND OR 97217 FUNDRAISING 0 0 20000 -20000 20000 -20000 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE CONSULTANT SHALL FURNISH THE CLIENT WITH A WRITTEN STATEMENT AND A DESCRIPTION AS TO THE NATURE AND BUSINESS PURPOSE OF EACH EXPENSE AND RECEIPTS CORRESPONDING TO EACH EXPENSE. EXPENSES OVER $100 MUST BE APPROVED IN ADVANCE. 0 FREEDOM OKLAHOMA PO BOX 18711 OKLAHOMA CITY OK 73154 455405020 501(C)(3) 55100 0 WORK WITH HIV COALTION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; STATE CONVENING TRAVEL STIPEND; TOWN HALLS ON LGBTQ+ INCLUSIVITY; SUPPORT BUILDING NEW OR EXISTING ORGANIZING AND ADVOCACY PROGRAMS; SUPPORT HEALING JUSTICE WORK ARKANSAS BLACK GAY MEN'S FORUM 3415 LEHIGH DRIVE LITTLE ROCK AR 72204 844309426 501(C)(3) 6300 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND; EXECUTIVE DIRECTOR TRAINING PROMO FUND 2200 GRAVOIS AVE SUITE 201 ST LOUIS MO 63104 431661280 501(C)(3) 53300 0 WORK WITH HIV COALTION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; SUPPORT HEALING JUSTICE WORK; STATE CONVENING TRAVEL STIPEND; TOWN HALLS ON LGBTQ+ INCLUSIVITY; SUPPORT BUILDING NEW OR EXISTING ORGANIZING AND ADVOCACY PROGRAMS LOUISIANA TRANS ADVOCATES PO BOX 90851 LAFAYETTE LA 70509 461275387 501(C)(3) 8800 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND; EXECUTIVE DIRECTOR TRAINING; SUPPORT HEALING JUSTICE WORK CENTRO POR LA JUSTICIA 1416 E COMMERCE SAN ANTIONIO TX 78025 742720710 501(C)(3) 23300 0 WORK WITH HIV COALITION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; SUPPORT HEALING JUSTICE WORK BAGLY INC THE BOSTON ALLIANCE OF LGBTQ YOUTH 28 COURT SQUARE BOSTON MA 02108 042785336 501(C)(3) 7500 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND; SUPPORT HEALING JUSTICE WORK ONE IOWA EDUCATION FUND PO BOX 1419 DES MOINES IA 50305 721613927 501(C)(3) 5500 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND OUTLINC INC PO BOX 84253 LINCOLN NE 68501 271377612 501(C)(3) 32500 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND; SUPPORT HEALING JUSTICE WORK; SUPPORT BUILIDNG NEW OR EXISTING ORGANIZING AND ADVOCACY PROGRAMS EQUALITY OHIO EDUCATION FUND 370 S 5TH STREET G3 COLUMBUS OH 43215 020743268 501(C)(3) 21800 0 WORK WITH HIV COALTION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; STATE CONVENING TRAVEL STIPEND FREESTATE JUSTICE 2526 ST PAUL STREET BALTIMORE MD 21218 262174290 501(C)(3) 23900 0 WORK WITH HIV COALTION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; STATE CONVENING TRAVEL STIPEND; EXECUTIVE DIRECTOR TRAINING MASS EQUALITY EDUCATION FUND 100 GROVE STREET SUITE 313 WORCESTER MA 01605 200816574 501(C)(3) 6500 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND; SUPPORT HEALING JUSTICE WORK FAIR WISCONSIN EDUCATION FUND 122 E OLIN AVENUE SUITE 100 MADISON WI 53713 020559730 501(C)(3) 7500 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND; SUPPORT HEALING JUSTICE WORK GARDEN STATE EQUALITY 40 S FULLERTON AVENUE MONTCLAIR NJ 07042 202588166 501(C)(3) 22600 0 WORK WITH HIV COALTION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY 13 0 X X X X 0 0 0 0 0 0 0 0 0 FRAN HUTCHINS EXECUTIVE DIRECTOR 173394 19266 0 0 0 0 4683 520 46 5 178123 19791 0 0 IAN PALMQUIST DEPUTY EXECUTIVE DIRECTOR 142512 7501 0 0 0 0 4102 215 12866 263 159480 7979 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE IMMEDIATE PAST CHAIR, THE EQUALITY FEDERATION INSTITUTE CHAIR, THE EQUALITY FEDERATION CHAIR, TREASURER AND SECRETARY AND OTHER MEMBERS SELECTED BY THE BOARD. THEY CAN ACT ON BEHALF OF THE GOVERNING BODY. 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 OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 643,848. MANAGEMENT AND GENERAL EXPENSES 96,141. FUNDRAISING EXPENSES 56,859. TOTAL EXPENSES 796,848. PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EQUALITY FEDERATION 818 SW 3RD AVE 141 PORTLAND OR 97204 810670152 LGBT ORGANIZATION DC 501(C)(4) EQUALITY FEDERATION INSTITUTE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 EQUALITY FEDERATION O 1741210 FMV