2022-10-25T18:53:44-05:00 2021-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2021-01-01 810670151 EQUALITY FEDERATION INSTITUTE EQUA 9293733370 818 SW 3RD AVE 141 PORTLAND OR 97204 FRANCES HUTCHINS EXECUTIVE DIRECTOR 9293733370 2022-10-21 1 FRANCES HUTCHINS 999009999 SANG AHN P00540880 5032270581 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z FRANCES HUTCHINS 818 SW 3RD AVE 141 PORTLAND OR 97204 2740049 0 X WWW.EQUALITYFEDERATION.ORG X 2005 DC MOVEMENT BUILDER AND STRATEGIC PARTNER TO STATE-BASED ORGANIZATIONS ADVOCATING FOR LGBTQ+ PEOPLE. 15 15 0 20 0 0 3200186 2615221 94347 107893 2641 16825 0 0 3297174 2739939 52500 424000 0 0 1127467 1157299 0 0 213544 441887 489010 1621854 2070309 1675320 669630 2779467 3268572 397295 206779 2382172 3061793 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 1369571 424000 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 2021, WE WORKED WITH OUR STATE PARTNERS TO EDUCATE THE PUBLIC ABOUT 390 ANTI-LGBTQ BILLS INTRODUCED IN THE STATE LEGISLATURES, INCLUDING 198 ANTI-TRANS RIGHTS BILLS, AS WELL AS OVER 902 PRO-LGBTQ+ BILLS.CONTINUED 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 NONDISCRIMINATION MESSAGING, INCLUDING ATTACKS ON TRANSGENDER PEOPLE IN SPORTS AND MEDICAL CARE. IN 2021, WE WORKED WITH OUR SECOND COHORT OF STATE PARTNERS IN OUR PROJECT GAME CHANGER PROGRAM TO EXECUTE YEAR-ROUND CIVIC ENGAGEMENT STRATEGIES THAT BUILD POWER BY INTEGRATING ORGANIZING, VOTER ENGAGEMENT, FUNDRAISING, AND DIGITAL CAMPAIGNS. WE ALSO WORKED WITH OUR STATE PARTNERS IN THREE STATES TO BUILD HIV POLICY COALITIONS WITH LEADERS ON THE GROUND. 333125 107783 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 2021 VIRTUAL LEADERSHIP CONFERENCE, WE BROUGHT TOGETHER OVER 150 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. WHILE STATEWIDE LGBTQ+ MOVEMENT ORGANIZATIONS HAVE MADE SIGNIFICANT STRIDES ON RACIAL EQUITY IN RECENT YEARS, THERE REMAINS MUCH WORK TO BE DONE. TO MEET THIS NEED, WE'VE DEVELOPED A RACIAL JUSTICE COHORT, WHICH LAUNCHED IN FALL 2021, FOCUSING ON ORGANIZATIONAL DEVELOPMENT AND RACIAL JUSTICE. RECOGNIZING THE BARRIERS TO CHANGE FOR MANY ORGANIZATIONS LIVES AT THE BOARD LEVEL, THIS INITIATIVE FOCUSES ON BOARD DEVELOPMENT, CREATING A COMMUNITY OF SUPPORT, OFFERING TOOLS TO SUPPORT INCREASING RACIAL JUSTICE WITHIN EACH ORGANIZATION, AND PROVIDING STRUCTURE FOR EACH ORGANIZATION TO IMPLEMENT THEIR DESIRED CHANGE. 1702696 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 13 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 X X X FRANCES HUTCHINS 9293733370 818 SW 3RD AVE 141 PORTLAND OR 97204 IAN TZENG BOARD CHAIR 5.00 1.00 X X 0 0 0 KEVIN WRIGHT SECRETARY 5.00 5.00 X X 0 0 0 ERIC PAULK TREASURER 5.00 5.00 X X 0 0 0 ALANA JOCHUM DIRECTOR 1.00 5.00 X 0 0 0 TONY HOANG DIRECTOR 1.00 1.00 X 0 0 0 REBECCA GORENA DIRECTOR 1.00 0.00 X 0 0 0 NANCY HAQUE DIRECTOR 1.00 1.00 X 0 0 0 CARA PELLETIER DIRECTOR 1.00 0.00 X 0 0 0 TROY WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 KATIE KEITH DIRECTOR 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 ALLIE SHIN DIRECTOR 1.00 1.00 X 0 0 0 TREY WEAVER DIRECTOR 1.00 0.00 X 0 0 0 SHEA WALDRON DIRECTOR 1.00 0.00 X 0 0 0 KELLAN BAKER IMMEDIATE PAST CHAIR 1.00 0.00 X 0 0 0 FRAN HUTCHINS EXECUTIVE DIRECTOR 36.00 4.00 X 155475 17275 5233 DAN YONKER FINANCE DIRECTOR 32.00 8.00 X 82680 20670 3151 IAN PALMQUIST DEPUTY DIRECTOR 38.00 2.00 X 125440 2560 13750 363595 40505 22134 2 0 1 0 0 179933 2435288 10240 2615221 MEETINGS & ACTIVITIES 900003 107893 107893 107893 16935 16935 110 -110 -110 -110 2739939 107783 0 16935 X 424000 424000 245386 180473 24963 39950 734664 540319 74737 119608 17357 12765 1766 2826 84399 62072 8586 13741 75493 55522 7680 12291 25470 24189 875 406 10049 9544 345 160 18500 18500 335637 316238 13253 6146 30167 21688 3122 5357 25564 4321 10582 10661 12082 11864 112 106 16850 8265 7206 1379 1890 1508 154 228 3857 2914 310 633 ASSOCIATION FEES 8944 8514 378 52 2070309 1702696 154069 213544 32843 566113 1780602 1661352 950585 181500 10234 24174 9294 4963 5203 4331 831102 2779467 3268572 55960 70120 179933 161402 136659 397295 206779 X 1397172 2071793 985000 990000 2382172 3061793 2779467 3268572 669630 9991 0 X X 0 1 X 1 0 X 1795385 1410196 1735373 3200186 2615221 10756361 1795385 1410196 1735373 3200186 2615221 10756361 5931708 4824653 848 992 768 3769 16935 23312 10779673 656281 0.44760 0.40730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18500 0 18500 1838265 1856765 242838 60710 0 0 225215 220236 216677 242838 904966 1357449 18500 18500 56304 55059 54169 60710 226242 339363 18500 18500 0 0 9294 4963 4331 4331 DUE TO EQUALITY FEDERATION 136659 136659 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) 17750 0 WORK WITH HIV COALTION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; TOWN HALLS ON LGBTQ+ INCLUSIVITY; MOBILIZE LGBTQ+ OLDER ADULTS TO IMPLEMENT REQUIREMENTS OF THE ACT TRANSGENDER EDUCATION NETWORK OF TEXAS 102 WONDER WORLD DRIVE 304-174 SAN MARCOS TX 78666 263243093 501(C)(3) 14000 0 WORK WITH HIV COALTION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; TOWN HALLS ON LGBTQ+ INCLUSIVITY PROMO FUND 2200 GRAVOIS AVE SUITE 201 ST LOUIS MO 63104 431661280 501(C)(3) 17750 0 WORK WITH HIV COALTION PARTNERS TO ADVANCE ADVOCACY GOALS RELATED TO HIV POLICY; TOWN HALLS ON LGBTQ+ INCLUSIVITY; MOBILIZE LGBTQ+ OLDER ADULTS TO IMPLEMENT REQUIREMENTS OF THE ACT BASIC RIGHTS EDUCATION FUND PO BOX 40625 PORTLAND OR 97240 931266613 501(C)(3) 6500 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY EQUALITY ARIZONA FOUNDATION 1821 WEST HAZELWOOD ST PHOENIX AZ 85015 954124382 501(C)(3) 6500 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY EQUALITY CALIFORNIA INSTITUTE 202 W 1ST ST SUITE 3-0130 LOS ANGELES CA 90012 680438008 501(C)(3) 6500 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY LESBIAN AND GAY COMMUNITY SERVICES CENTER INC 208 WEST 13TH STREET NEW YORK NY 10011 133217805 501(C)(3) 6500 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY EQUALITY MAINE FOUNDATION 550 FOREST AVE 201 PORTLAND OR 04101 010515357 501(C)(3) 12750 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; PROMOTE PASSAGE OF EQUALITY ACT; MOBILIZE LGBTQ+ OLDER ADULTS TO IMPLEMENT REQUIREMENTS OF THE ACT ONE COLORADO EDUCATION FUND 303 E 17TH AVE SUITE 400 DENVER CO 80203 271333378 501(C)(3) 10250 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; MOBILIZE LGBTQ+ OLDER ADULTS TO IMPLEMENT REQUIREMENTS OF THE ACT EQUALITY FOUNDATION OF GEORGIA 1530 DEKALB AVE NE SUITE A ATLANTA GA 30307 582346744 501(C)(3) 14000 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; BUDGET ADVOCACY FOR PROGRAMS BENEFITING THE LGBTQ+ COMMUNITY FREESTATE JUSTICE 2526 ST PAUL STREET BALTIMORE MD 21218 262174290 501(C)(3) 14000 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; BUDGET ADVOCACY FOR PROGRAMS BENEFITING THE LGBTQ+ COMMUNITY MONTANA HUMAN RIGHTS NETWORK PO BOX 1509 HELENA MT 59624 810472423 501(C)(3) 14000 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; BUDGET ADVOCACY FOR PROGRAMS BENEFITING THE LGBTQ+ COMMUNITY ONE IOWA EDUCATION FUND 500 E LOCUST ST SUITE 300 DES MOINES IA 50309 721613927 501(C)(3) 14000 0 TOWN HALLS ON LGBTQ+ INCLUSIVITY; PROMOTE PASSAGE OF EQUALITY ACT NATIONAL CENTER FOR LESBIAN RIGHTS 870 MARKET STREET SUITE 370 SAN FRANCISCO CA 94102 943086885 501(C)(3) 50000 0 PARTNERSHIP IN THE NATIONAL PUBLIC EDUCATION AND ADVOCACY CAMPAIGN IN SUPPORT OF NONDISCRIMINATION PROTECTIONS FOR LGBT AMERICANS FREEDOM FOR ALL AMERICANS EDUCATION FUND 1629 K ST NW NO 300 WASHINGTON DC 20006 474166556 501(C)(3) 100000 0 PARTNERSHIP IN THE NATIONAL PUBLIC EDUCATION AND ADVOCACY CAMPAIGN IN SUPPORT OF NONDISCRIMINATION PROTECTIONS FOR LGBT AMERICANS 15 X X X 0 0 0 0 0 0 0 0 0 FRAN HUTCHINS EXECUTIVE DIRECTOR 155475 17275 0 0 0 0 4664 518 46 5 160185 17798 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 316,238. MANAGEMENT AND GENERAL EXPENSES 13,253. FUNDRAISING EXPENSES 6,146. TOTAL EXPENSES 335,637. 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 1157296 FMV