2024-11-15T17:36:15-06:00 2023-12-31 330700332 VASQUEZ COMPANY LLP 655 N CENTRAL AVE STE 1550 GLENDALE CA 91203 990 2023-01-01 871337465 EQUIS INSTITUTE EQUI 2147273746 660 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 STEPHANIE VALENCIA PRESIDENT/CEO 2147273746 2024-11-15 1 0 REGINA PRINCE CPA P00576936 2138731700 2023 2024-10-15 13:58:12Z DAN RESTREPO 660 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 15001086 0 X EQUISINSTITUTE.US X 2021 DC EQUIS INSTITUTE IS A HUB FOR LEADERS IN THE LATINO COMMUNITY WHO WANT TO FOSTER A BETTER CONNECTION BETWEEN LATINX COMMUNITIES AND THE DEMOCRATIC PROCESS. TO CONVENE PARTNERS AROUND INNOVATIVE RESEARCH AND IDEAS AND PROVIDE CAPACITY BUILDING AND TRAINING OPPORTUNITIES FOR NATIONAL, STATE, AND LOCAL LEADERS. 7 5 0 5 0 0 10599166 14985850 0 0 0 9736 2150 5500 10601316 15001086 3383544 50000 0 0 1731635 4823695 0 0 108570 5989611 7728437 11104790 12602132 -503474 2398954 8019795 12051100 44332 1676683 7975463 10374417 X EQUIS INSTITUTE'S MISSION IS TO CREATE A BETTER UNDERSTANDING OF LATINX COMMUNITIES, INVEST IN INNOVATIVE APPROACHES TO REACH AND ENGAGE THEM, AND CONVENE LATINX LEADERS FOR THE GROWTH AND LONG TERM SUSTAINABILITY OF THE SECTOR. 0 0 6782625 50000 CULTURAL MOBILIZATIONTHROUGH THE CULTURAL MOBILIZATION PROJECT, EQUIS PARTNERED WITH DOZENS OF STATE, LOCAL, AND NATIONAL ORGANIZATIONS TO ORGANIZE A LARGER CULTURAL MOMENT OF LATINO PRIDE AROUND THE FILM, FLAMIN' HOT. WE FILLED 29 SCREENINGS NATIONWIDE, GENERATING 151 MILLION COMBINED TIKTOK AND INSTAGRAM IMPRESSIONS. THE SUCCESS OF THE GRASSROOTS CAMPAIGN NOT ONLY TURNED THE MOVIE INTO A COMMUNITY-WIDE CULTURAL EVENT BUT ALSO LED TO AN OSCAR NOMINATION, CULMINATING IN A HISTORIC BILINGUAL PERFORMANCE DURING THE OSCARS TELECAST. THIS EFFORT CONNECTED OVER 100 PARTNERS FROM HOLLYWOOD, ADVOCACY, AND COMMUNITY ORGANIZATIONS, TURNING A SHARED CULTURAL MOMENT INTO AN ORGANIZING WIN FOR THE LATINO COMMUNITY.THE CONEXIONES PROGRAM EXPANDED IN 2023 TO FOSTER DEEPER CONNECTIONS AMONG LATINO LEADERS WITH THEIR MEXICAN HERITAGE. THE 2023 DELEGATION TO MEXICO CITY, UNITED PROMINENT FIGURES FROM ENTERTAINMENT, BUSINESS, AND PHILANTHROPY AND INSPIRED NEW CREATIVE PROJECTS AND DEEPENED U.S.-MEXICO TIES. 100% OF PARTICIPANTS REPORTED A BETTER UNDERSTANDING OF THE U.S.-MEXICO RELATIONSHIP. 2541745 YOUTUBE MOONSHOTTHE YOUTUBE INITIATIVE LEADS THE CHARGE IN CULTURALLY-RELEVANT, ENGAGING CONTENT CREATION, THAT HELPS LATINOS MAKE SENSE OF THE WORLD, POLITICS, AND CURRENT EVENTS TO INOCULATE LATINO VOTERS AGAINST HARMFUL NARRATIVES AND MIS/DISINFORMATION AND BUILD CONFIDENCE AND TRUST IN OUR DEMOCRATIC INSTITUTIONS. THE YOUTUBE INITIATIVE LAUNCHED TWO CHANNELS IN 2022. EN SERIO DEVELOPED 63 VIDEOS THAT HAVE BEEN PUBLISHED AND HAVE 5 MILLION TOTAL VIEWS. LUNARIO INFORMA HAS PUBLISHED 32 VIDEOS, HALF IN SPANISH AND HALF IN ENGLISH. 917708 RESEARCHPROVIDE LATINO-SERVING GROUPS WITH ACTIONABLE RESEARCH TO HELP STRENGTHEN THEIR PROGRAMS AND OUTREACH EFFORTS. OUR RESEARCH THIS YEAR CONTINUED TO TACKLE SOME OF THE BIGGER ISSUES AND QUESTIONS OUR PARTNERS FACE EVERY DAY, FROM HOW TO BETTER UNDERSTAND THE REAL THREAT OF DISINFORMATION AND MISINFORMATION, TO HOW TO DEAL WITH THE ISSUE OF LANGUAGE IN OUR COMMUNITY. WE COLLECTED 14,850 DIGITAL LATINO SURVEY RESPONSES AND CONDUCTED 11 FOCUS GROUPS AND 18 POLLS. 10242078 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 63 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MICHAEL CABALLERO 2147273746 660 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 JACQUELINE GARCEL TREASURER 1.00 X X 0 0 0 DAN RESTREPO CHAIRPERSON 1.00 X X 25603 0 0 LUIS AVILA BOARD MEMBER 1.00 X 0 0 0 TORY GAVITO BOARD MEMBER 1.00 X 0 0 0 CRISTINA JIMENEZ BOARD MEMBER 1.00 X 0 0 0 CARLOS ODIO BOARD MEMBER 1.00 X 150445 0 15853 KENIA MORALES SECRETARY 1.00 X X 0 0 0 STEPHANIE VALENCIA PRESIDENT/CEO 10.00 X 161922 0 16930 337970 0 32783 2 0 1 0 THE MARKHAM GROUP LLC 2001 S STREET NW WASHINGTON DC 20009 PRE-PLANNING AND EXECUTION OF EQUIS INST 476082 RUBEN GARCIA 1037 1/2 S CLOVERDALE AVE LOS ANGELES CA 90019 GUIDANCE AND SUPPORT MEDIA AND ENTERTAIN 285918 2 14985850 14985850 9736 9736 SPEAKER FEES 611710 5500 5500 5500 15001086 0 0 15236 X 50000 50000 345152 276121 65579 3452 3547616 2838093 674047 35476 232507 186006 44176 2325 347899 278319 66101 3479 350521 280417 66599 3505 180960 144768 36192 67400 53920 13480 4356606 3485285 827755 43566 820545 656436 155904 8205 73369 58695 13940 734 426248 340999 80987 4262 109274 87419 20762 1093 482431 385945 96486 11844 9475 2369 1380 1104 262 14 PRODUCTION EXPENSES 667582 667582 STAFF DEVELOPMENT 182526 146021 36505 MEALS & ENTERTAINMENT 152575 122060 28989 1526 RESEARCH EXPENSES 84277 84277 111420 89136 21351 933 12602132 10242078 2251484 108570 7553121 5517270 5009736 1519094 650 5000 466024 0 8019795 12051100 44332 249097 0 1427586 44332 1676683 X 7975463 8855323 1519094 7975463 10374417 8019795 12051100 2398954 0 X 0 0 0 X 8772000 10599166 14985850 34357016 8772000 10599166 14985850 34357016 15545536 18811480 9736 9736 2150 5500 7650 34374402 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO EQUIS RESEARCH 1168485 DUE TO LUNARIO MEDIA 259101 1427586 1 HARNESS COMMUNITY 1125 N FAIRFAX AVE 461872 WEST HOLLYWOOD CA 90046 851124839 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: THE ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U. S. INCLUDE OBTAINING REPORTS THAT SUPPORT THE BUDGETED AMOUNTS SUBMITTED WITH THE GRANT REQUEST ARE SPENT ACCORDINGLY. FINANCIAL REPORTS ARE PERIODICALLY OBTAINED TO SUPPORT THE GRANT EXPENDITURES ARE CONSISTENT WITH THE WRITTEN AGREEMENT. 0 0 0 0 0 0 0 0 0 STEPHANIE VALENCIA PRESIDENT/CEO 161922 0 0 0 0 0 10475 0 6455 0 178852 0 0 0 CARLOS ODIO BOARD MEMBER 150445 0 0 0 0 0 15660 0 193 0 166298 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B EQUIS INSTITUTE INC'S OUTSIDE CPA FIRM AND THE DIRECTOR OF OPERATIONS & FINANCE PREPARE THE FORM 990. THE FORM IS REVIEWED AND APPROVED BY THE ORGANIZATION'S DIRECTOR OF OPERATIONS, FINANCE, & LEGAL COUNSEL. THE FORM IS PROVIDED TO THE FULL BOARD FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT COVERS ALL OFFICERS, DIRECTORS, AND EMPLOYEES (COVERED PERSONS). ALL COVERED PERSONS MUST COMPLETE AN ANNUAL DISCLOSURE STATEMENT AND DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST WITH RESPECT TO ALL BUSINESS AND FAMILY RELATIONSHIPS. IF THE BOARD IDENTIFIES ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST, SUCH PERSONS ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. THE GOAL OF THE POLICY IS TO PROTECT EQUIS INSTITUTE FROM PRIVATE INUREMENT OR POSSIBLE EXCESS BENEFIT TRANSACTIONS. FOLLOWING ARE THE MAIN ELEMENTS OF THE POLICY: 1. INTERESTED PERSON. ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. 2. FINANCIAL INTEREST. A PERSON HAS A FINANCIAL INTEREST IF THE PERSON HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT, OR FAMILY: A. AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, B. A COMPENSATION ARRANGEMENT WITH THE ORGANIZATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, OR C. A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. COMPENSATION INCLUDES DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS THAT ARE NOT INSUBSTANTIAL. A FINANCIAL INTEREST IS NOT NECESSARILY A CONFLICT OF INTEREST. 1. DUTY TO DISCLOSE. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. BOARD MEMBERS AND ORGANIZATIONAL LEADERSHIP WILL FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT AT THE ANNUAL MEETING OF THE BOARD. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE LEAVES THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. C. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY: A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS CONTAIN THE NAMES OF THE PERSONS WITH THE ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, AND ANY ACTION TAKEN. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS WILL ALSO BE INCLUDED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. HOWEVER, CURRENT TAX LAW DOES NOT REQUIRE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BE PROVIDED TO THE PUBLIC. FORM 990, PART IX, LINE 11G PAYROLL FEES: PROGRAM SERVICE EXPENSES 9,286. MANAGEMENT AND GENERAL EXPENSES 2,205. FUNDRAISING EXPENSES 116. TOTAL EXPENSES 11,607. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 3,475,999. MANAGEMENT AND GENERAL EXPENSES 825,550. FUNDRAISING EXPENSES 43,450. TOTAL EXPENSES 4,344,999.