EQUIS INSTITUTE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
EQUIS INSTITUTE (EIN 87-1337465)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-09
IRS object ID
202333139349305093
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-09T20:52:54-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330700332PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VASQUEZ COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 N CENTRAL AVE STE 1550AddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91203ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN871337465EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EQUIS INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEQUIBusinessNameControlTxt
Phone2147273746PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 PENNSYLVANIA AVENUE SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENIA MORALESPersonNm
Person TitleCHAIRPERSONPersonTitleTxt
Phone2147273746PhoneNum
Signature2023-09-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKENIAPersonFirstNm
Person LastMORALESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREGINA PRINCE CPAPreparerPersonNm
PTINP00576936PTIN
Phone2138731700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAN RESTREPOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 PENNSYLVANIA AVENUE SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20003ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,601,316GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressEQUISINSTITUTE.USWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2021FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionEQUIS 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.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,772,000PYContributionsGrantsAmt
CY Contributions Grants$10,599,166CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$2,150CYOtherRevenueAmt
PY Total Revenue$8,772,000PYTotalRevenueAmt
CY Total Revenue$10,601,316CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,383,544CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$191,612PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,731,635CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,956CYTotalFundraisingExpenseAmt
PY Other Expenses$101,451PYOtherExpensesAmt
CY Other Expenses$5,989,611CYOtherExpensesAmt
PY Total Expenses$293,063PYTotalExpensesAmt
CY Total Expenses$11,104,790CYTotalExpensesAmt
PY Revenues Less Expenses$8,478,937PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$503,474CYRevenuesLessExpensesAmt
Total Assets BOY$8,518,774TotalAssetsBOYAmt
Total Assets EOY$8,019,795TotalAssetsEOYAmt
Total Liabilities BOY$39,837TotalLiabilitiesBOYAmt
Total Liabilities EOY$44,332TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,478,937NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,975,463NetAssetsOrFundBalancesEOYAmt
MissionEQUIS 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,551,526ExpenseAmt
Grant$3,383,544GrantAmt
DescLAPIZEQUIS RAN A PROGRAM CALLED THE LATINO POLITICAL INNOVATION ZONES (LAPIZ) TO HELP DEVELOP A PLAYBOOK FOR MOVEMENT GROUPS TO TURNOUT LATINO VOTERS. THIS PLAYBOOK AIMS TO GET US CLOSER TO PARTICIPATION AT LEVELS TO COMMENSURATE WITH OUR POTENTIAL. THESE EFFORTS INCLUDED 332,906 DOOR KNOCKS, 588,085 MAILERS, 6 DIGITAL ADS, 49 ORGANIZING EVENTS, AND 4 RADIO ADS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,908,022ExpenseAmt
DescYOUTUBE 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,372,228ExpenseAmt
DescRESEARCHPROVIDE 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$9,831,776TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document43IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL CABALLEROBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2147273746PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 PENNSYLVANIA AVENUE SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20003ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JACQUELINE GARCEL
TREASURER1.00Yes (X)Yes (X)$0$0$0
DAN RESTREPO
CHAIRPERSON1.00Yes (X)Yes (X)$8,631$0$0
LUIS AVILA
BOARD MEMBER1.00Yes (X)$0$0$0
TORY GAVITO
BOARD MEMBER1.00Yes (X)$0$0$0
CRISTINA JIMENEZ
BOARD MEMBER1.00Yes (X)$0$0$0
CARLOS ODIO
BOARD MEMBER1.00Yes (X)$0$0$0
KENIA MORALES
SECRETARY1.00Yes (X)Yes (X)$0$0$0
STEPHANIE VALENCIA
PRESIDENT/CEO10.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,631TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SHAWMUT SERVICES LLC
90 CANAL ST 4TH FLRBOSTONMA02114CANVASS CONSULTING$649,595
SOLIDARITY STRATEGIES LLC
PO BOX 15260WASHINGTONDC20003YOUTUBE CONSULTING$422,416
THOMAS H CASTRO
6212 OLYMPIA DRIVEHOUSTONTX77057MOONSHOT LANDSCAPE ANALYSIS$176,000
MISSION ACCOMPLICE LLC
14731 ASH WAY UNIT ALYNWOODWA98087GET OUT THE VOTE CONCERT CONSULTING$129,825
NEWCO PUBLIC AFFAIRS STRATEGIES
4513 S 13TH STREET UNIT AAUSTINTX78745LANDSCAPE ANALYSIS AND US/MX BICENTENNIA$123,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
All Other Contributions$10,599,166AllOtherContributionsAmt
Total Contributions$10,599,166TotalContributionsAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSPEAKER FEESDesc
Business900099BusinessCd
Total Revenue Column$2,150TotalRevenueColumnAmt
Exclusion$2,150ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,150OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,601,316TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,150ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,383,544TotalAmt
Program Services$3,383,544ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,377,828TotalAmt
Program Services$1,102,262ProgramServicesAmt
Management And General$272,810ManagementAndGeneralAmt
Fundraising$2,756FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$130,068TotalAmt
Program Services$104,054ProgramServicesAmt
Management And General$25,754ManagementAndGeneralAmt
Fundraising$260FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$223,739TotalAmt
Program Services$178,991ProgramServicesAmt
Management And General$44,301ManagementAndGeneralAmt
Fundraising$447FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$806,162TotalAmt
Program Services$644,930ProgramServicesAmt
Management And General$161,232ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$82,760TotalAmt
Program Services$66,208ProgramServicesAmt
Management And General$16,552ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,452TotalAmt
Program Services$18,761ProgramServicesAmt
Management And General$4,691ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,041,146TotalAmt
Program Services$2,432,916ProgramServicesAmt
Management And General$602,147ManagementAndGeneralAmt
Fundraising$6,083FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,947TotalAmt
Program Services$24,758ProgramServicesAmt
Management And General$6,128ManagementAndGeneralAmt
Fundraising$61FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$60,573TotalAmt
Program Services$48,459ProgramServicesAmt
Management And General$11,993ManagementAndGeneralAmt
Fundraising$121FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$756,004TotalAmt
Program Services$733,292ProgramServicesAmt
Management And General$22,484ManagementAndGeneralAmt
Fundraising$228FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$33,335TotalAmt
Program Services$26,667ProgramServicesAmt
Management And General$6,668ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$250,074TotalAmt
Program Services$200,059ProgramServicesAmt
Management And General$50,015ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,671TotalAmt
Program Services$11,737ProgramServicesAmt
Management And General$2,934ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,244TotalAmt
Program Services$995ProgramServicesAmt
Management And General$249ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$115TotalAmt
Program Services$92ProgramServicesAmt
Management And General$23ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PRODUCTION EXPENSES$577,832$577,832
RESEARCH EXPENSES$135,912$135,912
MEALS & ENTERTAINMENT$99,918$79,934$19,984
STAFF DEVELOPMENT$37,605$30,084$7,521

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$37,861TotalAmt
Program Services$30,289ProgramServicesAmt
Management And General$7,572ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,104,790TotalAmt
Program Services$9,831,776ProgramServicesAmt
Management And General$1,263,058ManagementAndGeneralAmt
Fundraising$9,956FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,460,082BOYAmt
EOY$7,553,121EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$650EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$58,692BOYAmt
EOY$466,024EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,518,774BOYAmt
EOY$8,019,795EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$39,837BOYAmt
EOY$44,332EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$39,837BOYAmt
EOY$44,332EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,478,937BOYAmt
EOY$7,975,463EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,478,937BOYAmt
EOY$7,975,463EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,518,774BOYAmt
EOY$8,019,795EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$503,474ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$8,772,000CurrentTaxYearMinus1YearAmt
Current Tax Year$10,599,166CurrentTaxYearAmt
Total$19,371,166TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$8,772,000CurrentTaxYearMinus1YearAmt
Current Tax Year$10,599,166CurrentTaxYearAmt
Total$19,371,166TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,495,602SubstantialContributorsTotAmt
Public Support Total170$13,875,564PublicSupportTotal170Amt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$2,150CurrentTaxYearAmt
Total$2,150TotalAmt
FieldValueIRS element (for citing)
Total Support$19,373,316TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DUE FROM EQUIS RESEARCH INC.$372,186
DUE FROM LUNARIO MEDIA LLC$93,838
FieldValueIRS element (for citing)
Total Book Value Other Assets$466,024TotalBookValueOtherAssetsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
UNITED WE DREAM NETWORK INC
1201 16TH STREET NW SUITE 714WASHINGTONDC20036462216565501(C)(3)$7,500$0DIGITAL WHATS APP PROGRAM
MOMSRISING EDUCATION FUND
12011 BEL-RED ROAD SUITE 100BBELLEVUEWA98005452499952501(C)(3)$7,500$0DIGITAL WHATS APP PROGRAM
HARNESS COMMUNITY
1125 N FAIRFAX AVE 461872WEST HOLLYWOODCA90046851124839501(C)(3)$100,000$0GENERAL OPERATING SUPPORT
DHF (COMMUNITY ALLIANCE OF FRESNO)
1584 W VANNESS AVEFRESNOCA93728680628691501(C)(4)$343,714$0LAPIZ (LATINO POLITICAL INNOVATION ZONES)
CAFE ACCION
420 W GRIGGS AVELAS CRUCESNM88005852340038501(C)(4)$1,130,000$0LAPIZ (LATINO POLITICAL INNOVATION ZONES)
VALLEY IMPACT (CENTRAL VALLEY WORKERS CENTER)
3485 W SHAW AVE SUITE 103FRESNOCA93711831708059501(C)(3)$400,000$0LAPIZ (LATINO POLITICAL INNOVATION ZONES)
VALLEY VOICES
1303 AMELIA AVENUEHANFORDCA93230843911625501(C)(3)$200,000$0LAPIZ (LATINO POLITICAL INNOVATION ZONES)
COMMUNITY INITIATIVESLOUD FOR TOMORROW
1000 BROADWAY STREET SUITE 480OAKLANDCA94607943255070501(C)(3)$258,000$0LAPIZ (LATINO POLITICAL INNOVATION ZONES)
UFWCEC (CIVIC EMPOWERMENT COALITION)
PO BOX 23400LOS ANGELESCA90023770053480501(C)(4)$630,680$0LAPIZ (LATINO POLITICAL INNOVATION ZONES)
PRIORITIES USA FOUNDATION
600 PENNSYLVANIA AVE SE 15845WASHINGTONDC20003820675521501(C)(3)$280,000$0DIGITAL RANDOMIZED CONTROL TEST
DHAF (DOLORES HUERTA ACTION FUND)
PO BOX 2244BAKERSFIELDCA93303462478028501(C)(4)$25,000$0LAPIZ (LATINO POLITICAL INNOVATION ZONES)
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org6TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BEQUIS 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 12CTHE 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 SHALL LEAVE 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 SHALL 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 SHALL LEAVE 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 SHALL DETERMINE 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 SHALL MAKE 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 SHALL INFORM 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 SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL 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 SHALL ALSO BE INCLUDED IN THE MINUTES.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING 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 11GPAYROLL FEES: PROGRAM SERVICE EXPENSES 2,442. MANAGEMENT AND GENERAL EXPENSES 605. FUNDRAISING EXPENSES 6. TOTAL EXPENSES 3,053. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 2,430,474. MANAGEMENT AND GENERAL EXPENSES 601,542. FUNDRAISING EXPENSES 6,077. TOTAL EXPENSES 3,038,093.

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