2023-11-09T20:52:54-06:00 2022-12-31 330700332 VASQUEZ COMPANY LLP 655 N CENTRAL AVE STE 1550 GLENDALE CA 91203 990 2022-01-01 871337465 EQUIS INSTITUTE EQUI 2147273746 660 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 KENIA MORALES CHAIRPERSON 2147273746 2023-09-21 1 KENIA MORALES 999009999 0 REGINA PRINCE CPA P00576936 2138731700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAN RESTREPO 660 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 10601316 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 7 0 8 0 0 8772000 10599166 0 0 0 0 0 2150 8772000 10601316 0 3383544 0 0 191612 1731635 0 0 9956 101451 5989611 293063 11104790 8478937 -503474 8518774 8019795 39837 44332 8478937 7975463 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 6551526 3383544 LAPIZEQUIS 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. 1908022 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. 1372228 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. 9831776 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 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 0 0 0 0 0 0 0 1 43 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 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 8631 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 0 0 0 KENIA MORALES SECRETARY 1.00 X X 0 0 0 STEPHANIE VALENCIA PRESIDENT/CEO 10.00 X 0 0 0 8631 0 0 0 0 0 0 SHAWMUT SERVICES LLC 90 CANAL ST 4TH FLR BOSTON MA 02114 CANVASS CONSULTING 649595 SOLIDARITY STRATEGIES LLC PO BOX 15260 WASHINGTON DC 20003 YOUTUBE CONSULTING 422416 THOMAS H CASTRO 6212 OLYMPIA DRIVE HOUSTON TX 77057 MOONSHOT LANDSCAPE ANALYSIS 176000 MISSION ACCOMPLICE LLC 14731 ASH WAY UNIT A LYNWOOD WA 98087 GET OUT THE VOTE CONCERT CONSULTING 129825 NEWCO PUBLIC AFFAIRS STRATEGIES 4513 S 13TH STREET UNIT A AUSTIN TX 78745 LANDSCAPE ANALYSIS AND US/MX BICENTENNIA 123000 5 10599166 10599166 SPEAKER FEES 900099 2150 2150 2150 10601316 0 0 2150 X 3383544 3383544 1377828 1102262 272810 2756 130068 104054 25754 260 223739 178991 44301 447 806162 644930 161232 82760 66208 16552 23452 18761 4691 3041146 2432916 602147 6083 30947 24758 6128 61 60573 48459 11993 121 756004 733292 22484 228 33335 26667 6668 250074 200059 50015 14671 11737 2934 1244 995 249 115 92 23 PRODUCTION EXPENSES 577832 577832 RESEARCH EXPENSES 135912 135912 MEALS & ENTERTAINMENT 99918 79934 19984 STAFF DEVELOPMENT 37605 30084 7521 37861 30289 7572 11104790 9831776 1263058 9956 8460082 7553121 650 58692 466024 8518774 8019795 39837 44332 39837 44332 X 8478937 7975463 8478937 7975463 8518774 8019795 -503474 0 X 0 0 0 X 8772000 10599166 19371166 8772000 10599166 19371166 5495602 13875564 2150 2150 19373316 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM EQUIS RESEARCH INC. 372186 DUE FROM LUNARIO MEDIA LLC 93838 466024 1 UNITED WE DREAM NETWORK INC 1201 16TH STREET NW SUITE 714 WASHINGTON DC 20036 462216565 501(C)(3) 7500 0 DIGITAL WHATS APP PROGRAM MOMSRISING EDUCATION FUND 12011 BEL-RED ROAD SUITE 100B BELLEVUE WA 98005 452499952 501(C)(3) 7500 0 DIGITAL WHATS APP PROGRAM HARNESS COMMUNITY 1125 N FAIRFAX AVE 461872 WEST HOLLYWOOD CA 90046 851124839 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT DHF (COMMUNITY ALLIANCE OF FRESNO) 1584 W VANNESS AVE FRESNO CA 93728 680628691 501(C)(4) 343714 0 LAPIZ (LATINO POLITICAL INNOVATION ZONES) CAFE ACCION 420 W GRIGGS AVE LAS CRUCES NM 88005 852340038 501(C)(4) 1130000 0 LAPIZ (LATINO POLITICAL INNOVATION ZONES) VALLEY IMPACT (CENTRAL VALLEY WORKERS CENTER) 3485 W SHAW AVE SUITE 103 FRESNO CA 93711 831708059 501(C)(3) 400000 0 LAPIZ (LATINO POLITICAL INNOVATION ZONES) VALLEY VOICES 1303 AMELIA AVENUE HANFORD CA 93230 843911625 501(C)(3) 200000 0 LAPIZ (LATINO POLITICAL INNOVATION ZONES) COMMUNITY INITIATIVESLOUD FOR TOMORROW 1000 BROADWAY STREET SUITE 480 OAKLAND CA 94607 943255070 501(C)(3) 258000 0 LAPIZ (LATINO POLITICAL INNOVATION ZONES) UFWCEC (CIVIC EMPOWERMENT COALITION) PO BOX 23400 LOS ANGELES CA 90023 770053480 501(C)(4) 630680 0 LAPIZ (LATINO POLITICAL INNOVATION ZONES) PRIORITIES USA FOUNDATION 600 PENNSYLVANIA AVE SE 15845 WASHINGTON DC 20003 820675521 501(C)(3) 280000 0 DIGITAL RANDOMIZED CONTROL TEST DHAF (DOLORES HUERTA ACTION FUND) PO BOX 2244 BAKERSFIELD CA 93303 462478028 501(C)(4) 25000 0 LAPIZ (LATINO POLITICAL INNOVATION ZONES) 5 6 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. 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 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 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 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.