2022-05-13T08:18:03-05:00 2021-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2021-01-01 232694572 EQUAL MEASURE EQUA 2157322200 520 WALNUT STREET 1450 PHILADELPHIA PA 19106 LEON ANDREWS PRESIDENT & CEO 2157322200 2022-05-10 1 LEON ANDREWS 999009999 CHRISTOPHER M PEKULA P00734965 2154414600 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z LEON ANDREWS 520 WALNUT STREET 1450 PHILADELPHIA PA 19106 10333590 0 X WWW.EQUALMEASURE.ORG X 1992 PA SEE SCHEDULE O 9 9 33 9 0 0 4857841 9618353 0 0 -44073 232972 4000 190580 4817768 10041905 0 0 0 0 3539940 3803203 0 0 0 1317059 1347387 4856999 5150590 -39231 4891315 6414487 11453549 2402191 2517618 4012296 8935931 X SEE SCHEDULE O 0 0 3974590 SEE SCHEDULE O 3974590 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 0 0 0 0 1 37 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X EQUAL MEASURE 2157322200 520 WALNUT STREET SUITE 1450 PHILADELPHIA PA 19106 ANNA JUNGCLAUS CFO 55.00 X 302585 0 28428 JUSTIN PIFF VICE PRESIDENT 55.00 X 218589 0 17096 SETH KLUKOFF VICE PRESIDENT 55.00 X 191224 0 20354 LEON ANDREWS PRESIDENT & CEO 50.00 X X 174592 0 4671 MALGORZATA LONG EX-PRESIDENT 50.00 X X 226236 0 54 EVE WEISS SENIOR DIRECTOR 50.00 X 162522 0 7358 KIMBERLY GLASSMAN SENIOR DIRECTOR 50.00 X 156514 0 14998 JENNIFER THOMPSON SENIOR DIRECTOR 50.00 X 156313 0 7123 JAMES LIOU SENIOR DIRECTOR 50.00 X 140567 0 14843 DAN TSIN DIRECTOR 50.00 X 129911 0 12748 LYNEIR RICHARDSON TREASURER 1.00 X X 0 0 0 JASON INGLE BOARD CHAIR 1.00 X X 0 0 0 DON BAYLOR VICE CHAIR 1.00 X 0 0 0 LISA FITZPATRICK BOARD MEMBER 1.00 X 0 0 0 LUCRETIA MURPHY BOARD MEMBER 1.00 X 0 0 0 CRAIG HOWARD BOARD MEMBER 1.00 X 0 0 0 AMY LIU BOARD MEMBER 1.00 X 0 0 0 EMILY GARR PACETTI BOARD MEMBER 1.00 X 0 0 0 ROBERT WEISSBOURD BOARD MEMBER 1.00 X 0 0 0 1859053 0 127673 10 0 1 0 ASPIRE FINANCIAL SERVICES LLC PO BOX 200472 PITTSBURGH PA 152510472 EMPLOYEE RETIREMENT SAVINGS ACCOUNTS 485076 KPG ONE WASHINGTON LLC C/O ONE WASHINGTON MGMT PO BOX 7 CINCINNATI OH 452714461 LANDLORD 203830 INNOVATION4MEDIA INC PO BOX 810 RHINEBECK NY 12572 SUBCONTRACTOR ON PROJECT 169834 AMERICAN EXPRESS PO BOX 1270 NEWARK NJ 081011270 EMPLOYEE BUSINESS CREDIT CARDS 103407 4 489384 9128969 9618353 122489 122489 402168 291685 110483 110483 110483 EMPLOYEE RETENTION CREDIT 900099 181219 181219 MISCELLANEOUS INCOME 900099 9361 9361 190580 10041905 0 0 423552 X 1986726 1609248 377478 1569344 1265687 303657 20112 16291 3821 227021 183887 43134 19080 17172 1908 25350 22815 2535 590552 383859 206693 55801 34308 21493 16042 12389 3653 224803 146122 78681 8107 5270 2837 83237 66589 16648 23408 15215 8193 PROGRAM EXPENSES 227248 147711 79537 COMMUNICATIONS 30501 19826 10675 STAFF DEVELOPMENT 25620 16653 8967 STAFF EXPENSES 7166 4658 2508 10472 6890 3582 5150590 3974590 1176000 0 343937 232381 1686168 1434878 317632 462085 73718 97136 458431 234552 247805 223879 3681025 8945832 23953 17109 40249 40249 6414487 11453549 522458 411347 1682351 1932533 197382 173738 2402191 2517618 X 4012296 8935931 4012296 8935931 6414487 11453549 4891315 32319 0 X X 0 1 X 1 0 X 7690297 8011056 5308190 4857841 9799572 35666956 7690297 8011056 5308190 4857841 9799572 35666956 8038125 27628831 75075 93353 66546 32192 122489 389655 4000 9362 13362 36069973 0.76600 0.67880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 139834 139834 0 318597 94718 223879 223879 DEFERRED LEASE OBLIGATION 136518 DEFERRED PAYROLL TAXES 37220 173738 X 10074225 32319 32319 10041906 0 10041906 5150590 0 5150590 0 5150590 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. HOWEVER, AT TIMES, THE ORGANIZATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX BASED ON ITS ACTIVITIES. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. X X X X X X 0 0 0 1 0 0 0 0 0 ANNA JUNGCLAUS CFO 271585 0 31000 0 0 0 13650 0 14778 0 331013 0 0 0 JUSTIN PIFF VICE PRESIDENT 195589 0 23000 0 0 0 10250 0 6846 0 235685 0 0 0 SETH KLUKOFF VICE PRESIDENT 169224 0 22000 0 0 0 9500 0 10854 0 211578 0 0 0 LEON ANDREWS PRESIDENT & CEO 157925 0 16667 0 0 0 1208 0 3463 0 179263 0 0 0 MALGORZATA LONG EX-PRESIDENT 151643 0 74593 0 0 0 0 0 54 0 226290 0 0 0 EVE WEISS SENIOR DIRECTOR 145022 0 17500 0 0 0 7250 0 108 0 169880 0 0 0 KIMBERLY GLASSMAN SENIOR DIRECTOR 142014 0 14500 0 0 0 7200 0 7798 0 171512 0 0 0 JENNIFER THOMPSON SENIOR DIRECTOR 140313 0 16000 0 0 0 7015 0 108 0 163436 0 0 0 JAMES LIOU SENIOR DIRECTOR 125792 0 14775 0 0 0 7540 0 7303 0 155410 0 0 0 PART I, LINE 5 ANNUAL BONUSES ARE ACCRUED THOUGHOUT THE YEAR AND PAID IN THE SECOND QUARTER OF THE FOLLOWING YEAR. THESE BONUSES ARE BASED ON ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE. THIS POLICY WAS ADOPTED BY THE BOARD'S COMPENSATION COMMITTEE IN 2013. IN 2021, THE ORGANIZATION ACCRUED $257,070 OF BONUSES, EXPECTED TO BE PAID IN MARCH 2021. BONUS CALCULCATIONS ARE MADE IN ALIGNMENT WITH THE COMPENSATION AND BENEFIT STUDY WHICH OCCURS EVERY 2 YEARS. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: FOR MORE THAN 30 YEARS, EQUAL MEASURE HAS PARTNERED WITH FOUNDATIONS, NONPROFITS, AND PUBLIC ENTITIES HELPING THEM "DO EVEN BETTER" AS THEY WORK TO ADVANCE SOCIAL CHANGE. IN THIS PARTNERSHIP, WE HELP OUR CLIENTS APPLY NEW WAYS OF THINKING AND LEARNING TO ACHIEVE THEIR PROGRAM OBJECTIVES THROUGH FIVE SERVICE LINES: PROGRAM DESIGN, EVALUATION, CAPACITY BUILDING, TECHNICAL ASSISTANCE, AND COMMUNICATIONS. THROUGH THESE SERVICES, EQUAL MEASURE HELPS OUR CLIENTS: IDENTIFY THE OUTCOMES THEY WANT TO ACHIEVE, AND DEVELOP STRATEGIES, PROGRAMS, INVESTMENTS, AND PRACTICES TO ATTAIN THOSE RESULTS. UNDERSTAND WHAT WORKS, AND WHY, FOR THEIR AUDIENCES, SO THEY CAN SHAPE INTERVENTIONS AND LEARNING EXCHANGES THAT ADVANCE SOCIAL IMPACT. BROADEN AND SUSTAIN THE IMPACT THEY (AND THEIR GRANTEES) CAN ACHIEVE IN THEIR COMMUNITIES. SHARPEN THE PRACTICES THAT SUPPORT THEIR PROGRAMS, INVESTMENTS, AND COMMUNITY ENGAGEMENT INITIATIVES. ARTICULATE COMPELLING, SALIENT STORIES OR NARRATIVES ABOUT ADVANCING SOCIAL CHANGE. AS A CENTRAL COMPONENT OF THIS APPROACH, WE HELP OUR CLIENTS IDENTIFY THE ROOT CAUSES OF SOCIAL INJUSTICE FROM MULTIPLE HISTORICAL, CULTURAL, SYSTEMIC, AND STRUCTURAL POINTS OF VIEW. BLENDING THESE PERSPECTIVES PROVIDES CLIENTS WITH THE MOST NUANCED THINKING TO ACHIEVE THEIR SOCIAL CHANGE OBJECTIVESAND ENABLES US TO HELP OUR CLIENTS MAKE THEIR COMMUNITIES STRONGER, HEALTHIER, MORE EQUITABLE, AND MORE INCLUSIVE. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: EQUAL MEASURE'S MISSION IS AS FOLLOWS: WE HELP OUR CLIENTS SHIFT SYSTEMS, POLICIES, AND PRACTICES TO MAKE COMMUNITIES STRONGER, HEALTHIER, MORE EQUITABLE, AND MORE INCLUSIVE. FOR MORE THAN 30 YEARS, WE HAVE PARTNERED WITH THOSE WORKING ON COMPLEX, OFTEN MESSY SOCIAL ISSUES SUCH AS IMPROVING ACCESS TO EDUCATION, ADDRESSING HEALTH DISPARITIES, AND STRENGTHENING ECONOMIC MOBILITY AND YOUTH ECONOMIC OPPORTUNITY TO HELP CREATE MORE POWERFUL, ENDURING SYSTEMS CHANGE. WE ARE PROGRAM DESIGNERS AND EVALUATORS; CAPACITY BUILDERS AND TECHNICAL ASSISTANCE PROVIDERS; AND COMMUNICATIONS PROFESSIONALS WHO KNOW THE VALUE OF NARRATIVE CHANGE. WE BALANCE PASSION WITH PRAGMATISM, THOUGHT LEADERSHIP WITH SELF-REFLECTION AND HUMILITY, AND RIGOR WITH FLEXIBILITY. AND WE ARE COMMITTED TO UPHOLDING RACIAL EQUITY AND INTERSECTIONALITY INSIDE OUR ORGANIZATION, ACROSS OUR FIVE CUSTOMIZED SERVICE LINES, AND IN EVERY CLIENT AND PARTNER ENGAGEMENT. FORM 990, PART III, LINE 4A: PROGRAM SERVICES: EQUAL MEASURE IS A 27-PERSON, $7 MILLION NONPROFIT PROFESSIONAL SERVICES FIRM BASED IN PHILADELPHIA, PA AND REMOTELY ACROSS THE U.S. ESTABLISHED IN 1988 AS THE OMG CENTER FOR COLLABORATIVE LEARNING, WE HAVE EVOLVED INTO A GROWING ORGANIZATION THAT FOCUSES ON HELPING SOCIAL SECTOR STAKEHOLDERSINCLUDING MAJOR PRIVATE AND COMMUNITY FOUNDATIONS, NATIONAL AND REGIONAL NONPROFITS, AND GOVERNMENT ORGANIZATIONS DEVELOP AND IMPLEMENT IMPACTFUL SOCIAL CHANGE STRATEGIES. OUR TEAM OF MULTI-DISCIPLINARY THOUGHT LEADERSWITH BACKGROUNDS IN EDUCATION, ECONOMICS, HEALTH, LEADERSHIP, COMMUNITY MANAGEMENT, AND HUMAN CAPITAL OFFERS YEARS OF PRACTICAL EXPERIENCE IN PROGRAM DESIGN, EVALUATION, STRATEGY, CAPACITY BUILDING, TECHNICAL ASSISTANCE, AND STRATEGIC COMMUNICATIONS. TO LEARN MORE ABOUT EQUAL MEASURE, VISIT WWW.EQUALMEASURE.ORG. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED IN DETAIL BY THE BOARD MEMBERS PRIOR TO BOARD APPROVAL AND SUBMISSION TO IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE DISCLOSED IN WRITING AND REVIEWED BY THE BOARD ANNUALLY. THESE CONFLICTS OF INTERESTS INCLUDE REVIEW AND DISCLOSURE BY BOARD MEMBERS AS WELL AS STAFF. FORM 990, PART VI, SECTION B, LINE 15 FULL STAFF COMPENSATION STUDIES ARE CONDUCTED EVERY OTHER YEAR WITH THE RESULTS COMMUNICATED TO THE BOARD OF DIRECTORS. THE MOST RECENT STUDY WAS COMPLETED IN 2021 WITH POSITIVE RESULTS. THE 2021 STUDY INCLUDED REVIEW OF THE COMPENSATION PHILOSOPHY AS WELL AS A FULL BENEFIT STUDY. PERFORMANCE MANAGEMENT PROCESSES ARE IN PLACE AND PERFORMANCE IS ASSESSED EACH YEAR. PERFORMANCE IS TAKEN INTO CONSIDERATION WHEN COMPENSATION IS PRESENTED WITHIN BOARD APPROVED ANNUAL BUDGETS.A FULL CEO EXECUTIVE STUDY WAS COMPLETED IN ANTICIPATION OF THE CHANGE IN LEADERSHIP WHICH TOOK PLACE IN JUNE 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 305,964. MANAGEMENT AND GENERAL EXPENSES 164,750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 470,714. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 77,895. MANAGEMENT AND GENERAL EXPENSES 41,943. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 119,838. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, CONTRIBUTION REVENUE INFORMATION: IN JUNE 2021, THE ORGANIZATION WAS AWARDED A ONE-TIME UNSOLICITED GIFT OF $5,000,000 FROM A FOUNDATION AND THE GIFT WAS WITHOUT DONOR RESTRICTIONS.