2023-07-25T14:00:37-05:00 2022-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2022-01-01 810670151 EQUALITY FEDERATION INSTITUTE 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 4914434 0 X WWW.EQUALITYFEDERATION.ORG X 2005 DC MOVEMENT BUILDER AND STRATEGIC PARTNER TO STATE-BASED ORGANIZATIONS ADVOCATING FOR LGBTQ+ PEOPLE. 15 15 0 21 0 0 2615221 4707418 107893 169894 16825 36440 0 0 2739939 4913752 424000 397200 0 0 1157299 1475709 0 0 248566 489010 951883 2070309 2824792 669630 2088960 3268572 5182931 206779 156473 3061793 5026458 X 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 1831810 397200 THROUGH OUR ADVOCACY & CIVIC ENGAGEMENT PROGRAM, WE WORK CLOSELY WITH OUR STATE PARTNERS, NATIONAL PARTNERS, AND OTHER STAKEHOLDERS TO MAXIMIZE STATE ADVOCACY ON PRO- AND ANTI-LGBTQ+ BILLS, MOBILIZE PEOPLE POWER TO BUILD SUPPORT ON OUR ISSUES, AND SET AN EXPANSIVE AGENDA TO MEET OUR ENTIRE COMMUNITY'S NEEDS. IN 2022, WE WORKED WITH OUR STATE PARTNERS TO EDUCATE THE PUBLIC ABOUT 349 ANTI-LGBTQ+ BILLS INTRODUCED IN THE STATE LEGISLATURES, INCLUDING 128 ANTI-TRANS RIGHTS BILLS, AS WELL AS OVER 612 PRO-LGBTQ+ BILLSCONTINUED ON SCHEDULE OWE PROVIDED STATE GROUPS ACCESS TO THE EQUALITY FEDERATION INSTITUTE EQUAL TREATMENT MODEL AND TRAINING ON THE STATE VOICES VAN; OFFERED TRAINING IN THE NEWEST MESSAGING, INCLUDING ATTACKS ON TRANSGENDER PEOPLE IN MEDICAL CARE AND IN SCHOOLS. WE ALSO WORKED WITH OUR STATE PARTNERS IN THREE STATES TO CONTINUE TO BUILD HIV POLICY COALITIONS WITH LEADERS ON THE GROUND. 487592 169894 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 ODURING OUR 2022 LEADERSHIP CONFERENCE, WE BROUGHT TOGETHER OVER 250 STATE AND NATIONAL MOVEMENT LEADERS TO LEARN FROM EACH OTHER AND FROM EXPERTS WHILE BUILDING THE RELATIONSHIPS THAT FUEL AND SUSTAIN THEM THROUGH CHALLENGING TIMES. WE PROVIDED TAILORED ORGANIZATIONAL DEVELOPMENT SERVICES TO STATE PARTNERS, INCLUDING SUPPORT AROUND EXECUTIVE DIRECTOR SEARCHES AND TRANSITIONS AND STRATEGIC PLANNING. WE DEEPENED OUR SUPPORT OF STATE EQUALITY GROUP LEADERS BY SUPPLEMENTING OUR SUCCESSFUL NEW EXECUTIVE DIRECTOR INTENSIVE WITH SIX MONTHS OF EXECUTIVE COACHING, GIVING LEADERS THE TOOLS, SKILLS, AND NETWORKS NEEDED TO GROW THEIR ORGANIZATIONS. 2319402 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 0 1 21 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 ERIC PAULK BOARD CHAIR 5.00 1.00 X X 0 0 0 SHEA WALDRON SECRETARY 5.00 5.00 X X 0 0 0 REBECCA GORENA TREASURER 5.00 5.00 X X 0 0 0 ALANA JOCHUM DIRECTOR 1.00 5.00 X 0 0 0 TONY HOANG DIRECTOR (1/1/22 - 7/31/22) 1.00 1.00 X 0 0 0 DANIEL RAMOS DIRECTOR (8/1/22 - 12/31/22) 1.00 0.00 X 0 0 0 NANCY HAQUE DIRECTOR (1/1/22 - 9/30/22) 1.00 1.00 X 0 0 0 JOE SAUNDERS DIRECTOR (8/1/22 - 12/31/22) 1.00 0.00 X 0 0 0 M RYAN BARKER DIRECTOR (8/1/22 - 12/31/22) 1.00 1.00 X 0 0 0 KATIE KEITH DIRECTOR (1/1/22 - 11/30/22) 1.00 0.00 X 0 0 0 GIA DREW DIRECTOR 1.00 1.00 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 (8/1/22 - 12/31/22) 1.00 0.00 X 0 0 0 TREY WEAVER DIRECTOR 1.00 0.00 X 0 0 0 KEVIN WRIGHT DIRECTOR (1/1/22 - 11/30/22) 1.00 1.00 X 0 0 0 JUSTIN SMITH DIRECTOR (8/1/22 - 12/31/22) 1.00 0.00 X 0 0 0 IAN TZENG IMMEDIATE PAST CHAIR 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 KIM ABBOTT DIRECTOR (8/1/22 - 10/31/22) 1.00 1.00 X 0 0 0 KELLAN BAKER IMMEDIATE PAST CHAIR (1/1/22 - 7/31/22) 1.00 0.00 X 0 0 0 FRAN HUTCHINS EXECUTIVE DIRECTOR 36.00 4.00 X 155835 17315 5245 DAN YONKER FINANCE DIRECTOR 32.00 8.00 X 88860 22220 3385 IAN PALMQUIST DEPUTY DIRECTOR 38.00 2.00 X 130910 6890 15597 375605 46425 24227 2 0 1 0 CLARITY CAMPAIGN LABS LLC 729 15TH STREET NW SUITE 700 WASHINGTON DC 20005 NATIONAL EQUALITY MODEL 131250 1 4707418 10463 4707418 MEETINGS & ACTIVITIES 900003 169894 169894 169894 37122 37122 615 67 -615 -67 -682 -682 4913752 169894 0 36440 X 397200 397200 252124 186635 29074 36415 974035 721030 112324 140681 26363 19515 3040 3808 126495 93638 14587 18270 96692 71577 11150 13965 541 488 51 2 11469 10357 1073 39 581646 517026 62364 2256 35353 18578 2514 14261 39886 22364 7345 10177 105223 85648 11767 7808 129897 129328 569 1781 1377 195 209 3962 3010 368 584 ASSOCIATION FEES 42125 41631 403 91 2824792 2319402 256824 248566 566113 1661352 3728260 181500 661818 192 24174 50892 6846 4543 4331 2303 831102 739466 3268572 5182931 70120 84596 136659 71877 206779 156473 X 2071793 3891458 990000 1135000 3061793 5026458 3268572 5182931 2088960 -124295 0 X X 0 1 X 1 0 X 1410196 1735373 3200186 2615221 4707418 13668394 1410196 1735373 3200186 2615221 4707418 13668394 4268939 9399455 992 768 3769 16935 37122 59586 13727980 690959 0.68470 0.44760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2576226 2576226 278811 69703 0 0 220236 216677 242838 278811 958562 1437843 18500 18500 55059 54169 60710 69703 239641 359462 18500 18500 0 0 6846 4543 2303 2303 DUE TO EQUALITY FEDERATION 71877 71877 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. 0 FREEDOM OKLAHOMA PO BOX 18711 OKLAHOMA CITY OK 73154 455405020 501(C)(3) 29750 0 WORK WITH HIV COALTION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; STATE CONVENING TRAVEL STIPEND; MOBILIZE LGBTQ+ OLDER ADULTS TO IMPLEMENT REQUIREMENTS OF THE ACT ARKANSAS BLACK GAY MEN'S FORUM 3415 LEHIGH DRIVE LITTLE ROCK AR 72204 844309426 501(C)(3) 5500 0 SUPPORT HEALING JUSTICE WORK; NON PARTISAN VOTER ENGAGEMENT; STATE CONVENING TRAVEL STIPEND PROMO FUND 2200 GRAVOIS AVE SUITE 201 ST LOUIS MO 63104 431661280 501(C)(3) 33950 0 WORK WITH HIV COALTION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; SUPPORT HEALING JUSTICE WORK; STATE CONVENING TRAVEL STIPEND; MOBILIZE LGBTQ+ OLDER ADULTS TO IMPLEMENT REQUIREMENTS OF THE ACT BASIC RIGHTS EDUCATION FUND PO BOX 40625 PORTLAND OR 97240 931266613 501(C)(3) 6000 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND CENTRO POR LA JUSTICIA 1416 E COMMERCE SAN ANTIONIO TX 78025 742720710 501(C)(3) 31500 0 WORK WITH HIV COALITION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; NON PARTISAN VOTER ENGAGEMENT EQUALITY ILLINOIS INSTITUTE 17 N STATE STREET SUITE 1020 CHICAGO IL 60602 260798861 501(C)(3) 8500 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; NON PARTISAN VOTER ENGAGEMENT; STATE CONVENING TRAVEL STIPEND EQUALITY MICHIGAN PO BOX 19847 KALAMAZOO MI 49019 382556668 501(C)(3) 6000 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND EQUALITY NORTH CAROLINA FOUNDATION PO BOX 28768 RALEIGH NC 27611 581374041 501(C)(3) 6000 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND ONE COLORADO EDUCATION FUND 303 E 17TH AVE SUITE 400 DENVER CO 80203 271333378 501(C)(3) 9750 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; MOBILIZE LGBTQ+ OLDER ADULTS TO IMPLEMENT REQUIREMENTS OF THE ACT; STATE CONVENING TRAVEL STIPEND EQUALITY OHIO EDUCATION FUND 370 S 5TH STREET G3 COLUMBUS OH 43215 020743268 501(C)(3) 29500 0 WORK WITH HIV COALTION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; STATE CONVENING TRAVEL STIPEND; SUPPORT HEALING JUSTICE WORK FREESTATE JUSTICE 2526 ST PAUL STREET BALTIMORE MD 21218 262174290 501(C)(3) 27500 0 WORK WITH HIV COALTION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; STATE CONVENING TRAVEL STIPEND EQUALITY VIRGINIA 530 E MAIN ST SUITE 600 RICHMOND VA 23219 541950205 501(C)(3) 6000 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND FAIR WISCONSIN EDUCATION FUND 122 E OLIN AVENUE SUITE 100 MADISON WI 53713 020559730 501(C)(3) 6000 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND FORUM FOR EQUALITY FOUNDATION 4519 S CLAIBORNE AVENUE NEW ORLEANS LA 70125 721269734 501(C)(3) 8000 0 SUPPORT HEALING JUSTICE WORK; TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND GARDEN STATE EQUALITY 40 S FULLERTON AVENUE MONTCLAIR NJ 07042 202588166 501(C)(3) 27500 0 WORK WITH HIV COALTION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; STATE CONVENING TRAVEL STIPEND MASS EQUALITY EDUCATION FUND 100 GROVE STREET SUITE 313 WORCESTER MA 01605 200816574 501(C)(3) 6000 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND OUTFRONT MINNESOTA COMMUNITY SERVICES 310 E 38TH STREET SUITE 209 MINNEAPOLIS MN 55409 363550489 501(C)(3) 6000 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; STATE CONVENING TRAVEL STIPEND WYOMING EQUALITY PO BOX 2531 CHEYENNE WY 82003 830287834 501(C)(3) 9500 0 SUPPORT HEALING JUSTICE WORK; NON PARTISAN VOTER ENGAGEMENT; TOWN HALLS ON LGBTQ+ INCLUSIVITY 18 X X X 0 0 0 0 0 0 0 0 0 FRAN HUTCHINS EXECUTIVE DIRECTOR 155835 17315 0 0 0 0 4675 519 46 5 160556 17839 0 0 IAN PALMQUIST DEPUTY DIRECTOR 130910 6890 0 0 0 0 3927 207 11234 229 146071 7326 0 0 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 517,026. MANAGEMENT AND GENERAL EXPENSES 62,364. FUNDRAISING EXPENSES 2,256. TOTAL EXPENSES 581,646. 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 1475709 FMV