2020-09-11T14:54:47-05:00 2019-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2019-01-01 810670151 EQUALITY FEDERATION INSTITUTE EQUA 9293733370 818 SW 3RD AVE NO 141 PORTLAND OR 97204 IAN TZENG TREASURER 9293733370 2020-08-12 1 SANG AHN P00540880 5032270581 50.204.228.78 2020-08-12 14:32:20 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2019 2021-01-29 14:40:06Z REBECCA ISAACS 818 SW 3RD AVE NO 141 PORTLAND OR 97204 1918441 0 X WWW.EQUALITYFEDERATION.ORG X 2005 DC MOVEMENT BUILDER AND STRATEGIC PARTNER TO STATE-BASED ORGANIZATIONS ADVOCATING FOR LGBTQ PEOPLE. 14 14 0 25 0 0 1410196 1735373 163525 182300 893 768 3 0 1574617 1918441 215224 22500 0 0 1030711 1037505 0 0 235826 449384 628185 1695319 1688190 -120702 230251 639299 872178 162698 165326 476601 706852 X EQUALITY FEDERATION IS THE MOVEMENT BUILDER AND STRATEGIC PARTNER TO STATE-BASED ORGANIZATIONS ADVOCATING FOR LGBTQ PEOPLE. FROM EQUALITY FLORDIA TO BASIC RIGHTS OREGON, WE AMPLIFY THE POWER OF THE STATE BASED LGBTQ MOVEMENT. 0 0 894669 THROUGH OUR ADVOCACY AND CIVIC ENGAGEMENT PROGRAM, WE WORK CLOSELY WITH OUR MEMBERS, NATIONAL PARTNERS, AND OTHER STAKEHOLDERS TO BUILD AN ACTIVE BASE OF LGBTQ SUPPORTERS IN EVERY STATE TO ADVANCE PRO-LGTBQ POLICIES AND DEFEAT ANTI-LGBTQ POLICIES FROM THE GROUND UP. IN 2019, WE WORKED WITH OUR MEMBERS TO EDUCATE THE PUBLIC ABOUT 240 ANTI-LGBTQ BILLS INTRODUCED IN THE STATE LEGISLATURES, AS WELL AS 9 TRANS RIGHTS BILLS, 10 BILLS MAKING HEALTH CARE MORE ACCESSIBLE AND 4 CONVERSION THERAPY BANS. WE 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 AND BATHROOM BILLS. IN 2019, WE LAUNCHED PROJECT GAME CHANGER, STARTING WITH 6 STATE-BASED ORGANIZATIONS TO EXECUTE YEAR-ROUND, CIVIC ENGAGEMENT STRATEGIES THAT BUILD POWER BY INTEGRATING ORGANIZING, NONPARTISAN VOTER ENGAGEMENT, FUNDRAISING, AND DIGITAL CAMPAIGNS. WE ALSO WORKED WITH OUR MEMBERS IN 4 STATES TO BUILD HIV POLICY COALITIONS WITH LEADERS ON THE GROUND. 457039 22500 182300 THROUGH OUR LEADERSHIP PROGRAM WE BUILD STRONG LEADERS WHO INSPIRE ACTION AND DRIVE PROGRESS IN THEIR HOME STATES. DURING 2019 OUR ANNUAL LEADERSHIP CONFERENCE BROUGHT TOGETHER 235 MOVEMENT LEADERS TO LEARN FROM EACH OTHER AND FROM EXPERTS, WHILE BUILDING THE RELATIONSHIPS THAT FUEL AND SUSTAIN THEM THROUGH CHALLENGING TIMES. WE CONVENED OVER 50 STATE LGBTQ LEADERS FOR OUR 3 REGIONAL SUMMITS WITH STRONG PARTICIPATION FROM LEADERS IN THOSE REGIONS. WE PROVIDED TAILORED ON-SITE ORGANIZATIONAL DEVELOPMENT SERVICES IN 8 STATES, AT LEAST 4 OF WHICH WERE IN THE SOUTHERN REGION. WE DEEPENED OUR SUPPORT OF STATE EQUALITY GROUP LEADERS BY SUPPLEMENTING OUR SUCCESSFUL NEW EXECUTIVE DIRECTOR BOOT CAMP WITH 6 MONTHS OF EXECUTIVE COACHING, GIVING LEADERS THE TOOLS, SKILLS, AND NETWORKS NEEDED TO GROW THEIR ORGANIZATIONS. 1351708 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 12 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 CA OR X X X REBECCA ISAACS 9293733370 818 SW 3RD AVE 141 PORTLAND OR 97204 KELLAN BAKER BOARD CHAIR 5.00 1.00 X X 0 0 0 ALANA JOCHUM SECRETARY 5.00 5.00 X X 0 0 0 IAN TZENG TREASURER 5.00 5.00 X X 0 0 0 CHRIS HARTMAN DIRECTOR 1.00 1.00 X 0 0 0 TONY HOANG DIRECTOR 1.00 1.00 X 0 0 0 MONICA MEYER DIRECTOR 1.00 5.00 X 0 0 0 NANCY HAQUE DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL LEWIS DIRECTOR 1.00 X 0 0 0 TROY WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 AARON WELO DIRECTOR 1.00 X 0 0 0 JULIA ROSEN DIRECTOR 1.00 X 0 0 0 KEVIN WRIGHT DIRECTOR 1.00 X 0 0 0 MASON DUNN DIRECTOR 1.00 1.00 X 0 0 0 ADRIAN CARVER DIRECTOR 1.00 1.00 X 0 0 0 REBECCA ISAACS EXECUTIVE DIRECTOR 35.00 5.00 X 177864 19763 51 IAN PALMQUIST SENIOR DIRECTOR OF PROGRAM 40.00 X 117598 0 7746 FRAN HUTCHINS DEPUTY DIRECTOR 35.00 5.00 X 106470 11830 51 401932 31593 7848 3 0 1 0 STRATEGIES 360 990 18TH STREET SUITE 2155N DENVER CO 80202 RESEARCH 150000 1 1735373 18802 1735373 MEETINGS & ACTIVITIES 900099 182300 182300 182300 768 768 1918441 182300 0 768 X 22500 22500 177910 138163 13562 26185 721047 559957 54964 106126 69506 53978 5298 10230 69042 53617 5263 10162 600 533 9 58 9534 8479 138 917 345859 307567 5017 33275 18806 13481 2181 3144 23125 8525 4055 10545 110813 84433 5107 21273 111812 95426 3567 12819 2360 1704 197 459 4276 3345 298 633 ASSOCIATION FEES 1000 1000 1688190 1351708 100656 235826 33271 57789 272438 345627 311548 461875 6828 40 8900 0 12332 5485 6314 6847 639299 872178 55946 53242 106752 112084 162698 165326 X 181601 154352 295000 552500 476601 706852 639299 872178 230251 0 X X 0 1 X 1 0 X 1379928 1560821 1795385 1410196 1735373 7881703 1379928 1560821 1795385 1410196 1735373 7881703 4519823 3361880 270 349 848 992 768 3227 7884930 454041 0.42640 0.43580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1452364 1452364 220236 55059 0 0 226808 230939 225215 220236 903198 1354797 56702 57735 56304 55059 225800 338700 0 0 12332 5485 6847 6847 DUE TO EQUALITY FEDERATION 112084 112084 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 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 SCHEDULE I, PART II ALL GRANTS WERE UNDER $5,000 PER RECIPIENT X X 0 0 0 0 0 0 0 0 0 REBECCA ISAACS EXECUTIVE DIRECTOR 177864 19763 0 0 0 0 0 0 46 5 177910 19768 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER OF THE BOARD AND APPROVED FOR FILING. THE APPROVED AND FILED 990 IS THEN CIRCULATED AND REVIEWED BY THE FINANCE COMMITTEE. 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 307,567. MANAGEMENT AND GENERAL EXPENSES 5,017. FUNDRAISING EXPENSES 33,275. TOTAL EXPENSES 345,859. 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 1030979 FMV