2018-10-09T16:14:18-05:00 2017-12-31 954091474 ROSSI LLP 400 OCEANGATE SUITE 1000 LONG BEACH CA 90802 990 2017-01-01 680438008 EQUALITY CALIFORNIA INSTITUTE EQUA 3238289801 3701 WILSHIRE BLVD SUITE 725 LOS ANGELES CA 90010 RICK ZBUR EXECUTIVE DIRECTOR 3238289801 2018-10-03 1 LEWIS FINKELSTEIN CPA P00132333 5624953325 108.47.112.27 2018-10-03 17:33:37 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E4933A263A5A1188F2D9CA50407FCF7CEDB38B9B 2017 2018-06-14 16:35:46Z RICK ZBUR 3701 WILSHIRE BLVD SUITE 725 LOS ANGELES CA 90010 2284969 0 X WWW.EQCA.ORG X 1999 CA TO CREATE A WORLD THAT IS HEALTHY, JUST AND FULLY EQUAL FOR ALL LGBTQ PEOPLE. 22 22 4 200 0 0 2363347 2092042 0 0 245 873 3210 0 2366802 2092915 493500 259500 0 0 1064891 891551 0 0 86440 903982 809470 2462373 1960521 -95571 132394 1102308 1115426 745886 626610 356422 488816 X TO CREATE A WORLD THAT IS HEALTHY, JUST AND FULLY EQUAL FOR ALL LGBTQ PEOPLE. 0 0 323267 1500 EQUALITY CALIFORNIA INSTITUTE CONDUCTED PUBLIC EDUCATION THROUGH EMAILS TO OUR 800,000 MEMBERS, DOOR-TO-DOOR CANVASSING ACROSS CALIFORNIA AND SOCIAL MEDIA CAMPAIGNS TO EDUCATE THE PUBLIC ABOUT THE NEEDS OF THE LGBTQ COMMUNITY, TO ADVANCE SOCIAL JUSTICE AND LGBTQ CIVIL RIGHTS AND TO ADDRESS THE DISPARITIES IN HEALTH AND WELLBEING EXPERIENCED BY THE LGBTQ COMMUNITY COMPARED TO THE GENERAL PUBLIC. EQUALITY CALIFORNIA INSTITUTE ALSO CONTINUED ITS CAMPAIGN, IN PARTNERSHIP WITH THE TRANSGENDER LAW CENTER, TO EDUCATE THE PUBLIC ABOUT TRANSGENDER CALIFORNIANS AND THE CHALLENGES THEY FACE. A GENEROUS LEAD GRANT FROM THE ELTON JOHN AIDS FOUNDATION ALLOWED EQUALITY CALIFORNIA INSTITUTE TO SIGNIFICANTLY EXPAND ITS HIV WORK IN 2016 IN TWO AREAS. THE FIRST WAS TO BEGIN TO EDUCATE THE PUBLIC ABOUT THE NEED TO MODERNIZE CALIFORNIA'S HARMFUL AND OUT OF DATE LAWS CRIMINALIZING AND STIGMATIZING PEOPLE LIVING WITH HIV. THE ORGANIZATION ALSO LAUNCHED A STATEWIDE CAMPAIGN TO EDUCATE THE LGBTQ COMMUNITY ON THE AVAILABILITY AND BENEFITS OF PRE-EXPOSURE PROPHYLAXIS (PREP), SHOWN TO BE 99-PERCENT EFFECTIVE IN PREVENTING NEW HIV INFECTIONS. THE CAMPAIGN TARGETED GAY AND BISEXUAL MEN AND TRANSGENDER WOMEN, ESPECIALLY FROM COMMUNITIES OF COLOR. FINALLY, EQUALITY CALIFORNIA INSTITUTE HOSTED ITS THIRD ANNUAL FAIR SHARE FOR EQUALITY CONVENING IN 2017. FAIR SHARE FOR EQUALITY BRINGS TOGETHER HUNDREDS OF LGBTQ COMMUNITY AND COMMUNITY ORGANIZATIONS, EDUCATORS, SOCIAL SERVICE AGENCIES, AND GOVERNMENT OFFICIALS FROM ACROSS THE STATE TO HELP ADDRESS CHALLENGES FACING THE LGBTQ COMMUNITY AND PEOPLE WITH HIV BY EDUCATING THE COMMUNITY AND POLICYMAKERS ON HOW BEST TO ALLOCATE A "FAIR SHARE" OF GOVERNMENT RESOURCES TO ADVANCE THE HEALTH AND WELLBEING OF LGBTQ CALIFORNIANS. EQUALITY CALIFORNIA CONDUCTS ADVOCACY ACTIVITIES ACROSS THE STATE ON ISSUES IMPORTANT TO LGBTQ CALIFORNIANS. 56597 AHEAD OF THE 2018 MIDTERM ELECTIONS, EQUALITY CALIFORNIA INSTITUTE MADE VOTER REGISTRATION A TOP PRIORITY, CONDUCTING TENS OF THOUSANDS OF FACE-TO-FACE CONVERSATIONS ABOUT THE IMPORTANCE OF VOTING AND REGISTERING THOUSANDS OF NEW PRO-EQUALITY VOTERS THROUGH CUTTING-EDGE DIGITAL ADVERTISING CAMPAIGNS ON SOCIAL MEDIA PLATFORMS. OUR FIELD TEAM CANVASSED 212 LOCATIONS THROUGHOUT THE STATE, INCLUDING COLLEGE CAMPUSES, PRIDE FESTIVALS, FARMER'S MARKETS, STREET FAIRS AND TOWN HALLS TO HELP DRIVE AWARENESS AND EXCITEMENT AROUND CIVIC ENGAGEMENT 843233 13000 WITH THE CONTINUED SUPPORT OF THE CALIFORNIA ENDOWMENT AND FUNDING FROM GILEAD SCIENCES, INC., EQUALITY CALIFORNIA INSTITUTE EXPANDED ITS HEALTH HAPPENS WITH EQUALITY TRAININGS TO EDUCATE HEALTHCARE PROVIDERS ABOUT THE HEALTH NEEDS OF LGBTQ PEOPLE, WITH A SPECIAL FOCUS ON THE LGBTQ UNDOCUMENTED COMMUNITY AND HIV PREVENTION AND CARE. EQUALITY CALIFORNIA INSTITUTE IS CONTINUING TRAININGS IN THE CENTRAL VALLEY, AND EQUALITY CALIFORNIA INSTITUTE IS CONTINUING TO EXPAND THE PROGRAM INTO THE INLAND EMPIRE, ORANGE COUNTY AND OTHER PARTS OF THE STATE. SEVERAL TRAININGS WILL FOCUS ON THE PARTICULAR HEALTHCARE NEEDS OF THE TRANSGENDER COMMUNITY. 498977 245000 EQUALITY CALIFORNIA INSTITUTE DISTRIBUTED ITS FIRST "SAFE AND SUPPORTIVE SCHOOLS" SURVEY TO ALL UNIFIED SCHOOL DISTRICTS IN CALIFORNIA IN 2017. EQUALITY CALIFORNIA INSTITUTE DEVELOPED THE SURVEY OVER THE COURSE OF A YEAR WITH THE GUIDANCE OF AN ADVISORY COMMITTEE CONSISTING OF REPRESENTATIVES FROM TEACHERS ORGANIZATIONS, SCHOOL ADMINISTRATORS AND BOARD MEMBERS, LOCAL LGBTQ CENTERS, CIVIL RIGHTS GROUPS AND EDUCATION EXPERTS FROM ALLIED ORGANIZATIONS. THE SURVEY MEASURES UNIFIED SCHOOL DISTRICTS' EFFORTS TO IMPLEMENT SCHOOL-RELATED PRO-EQUALITY LEGISLATION AND FOSTER SAFE AND SUPPORTIVE LEARNING ENVIRONMENTS. EQUALITY CALIFORNIA INSTITUTE WILL WORK WITH THE ADVISORY COMMITTEE TO PRESENT THE SURVEY RESULTS IN A SAFE AND SUPPORTIVE SCHOOL INDEX TO SERVE AS A RESOURCE FOR STUDENTS, PARENTS AND SCHOOL DISTRICTS TO PROVIDE SAFE AND SUPPORTIVE LEARNING ENVIRONMENTS TO CALIFORNIA'S SIX MILLION PUBLIC SCHOOL STUDENTS. AS PART OF A GRANT FROM THE FOUR FREEDOMS FUND, EQUALITY CALIFORNIA INSTITUTE CONTINUED TO LEAD AN EFFORT TO CONDUCT OUTREACH, EDUCATION, AND ENROLLMENT ASSISTANCE FOR IMMIGRANTS TO EARN LEGAL STATUS AND CITIZENSHIP. THE PURPOSE OF THIS PROJECT WAS TO MOBILIZE THE ORGANIZATIONAL POWER OF THE LGBTQ COMMUNITY TO STAND WITH IMMIGRATION ADVOCATES TO CONNECT IMMIGRANTS WITH CURRENT FEDERAL PROGRAMS FOR LEGALIZATION. EQUALITY CALIFORNIA INSTITUTE IMPLEMENTS PROGRAMS THAT BUILD LEADERSHIP SKILLS IN THE LGBTQ COMMUNITY AND EDUCATES ABOUT THE NEEDS OF LGBTQ PEOPLE. 498977 245000 1722074 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 16 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL GA IL MD NJ NY OR VA NV WA DC X X VALECIA PHILLIPS 3238489801 3701 WILSHIRE BLVD SUITE 725 LOS ANGELES CA 90010 BETH COLLINS-BURGARD PRESIDENT 10.00 X X 0 0 0 LISA MIDDLETON TREASURER 2.00 X X 0 0 0 DAVID CRUZ SECRETARY 1.00 X X 0 0 0 LAURA ZAGAR GOVERNANCE CHAIR 1.00 X 0 0 0 HON RICHARD BLOOM BOARD MEMBER 1.00 X 0 0 0 HON BETSY BUTLER BOARD MEMBER 1.00 X 0 0 0 RAY CHERRY BOARD MEMBER 1.00 X 0 0 0 ROBERTA CONROY BOARD MEMBER 1.00 X 0 0 0 GUILLERMO COUSTASSE BOARD MEMBER 1.00 X 0 0 0 ALICIA ISAACS BOARD MEMBER 1.00 X 0 0 0 STEVEN JACOBS BOARD MEMBER 1.00 X 0 0 0 SUZY JONES BOARD MEMBER 1.00 X 0 0 0 KRISTEN KAVANAUGH BOARD MEMBER 1.00 X 0 0 0 HON STEVE PADILLA BOARD MEMBER 1.00 X 0 0 0 HON RICARDO LARA BOARD MEMBER 1.00 X 0 0 0 JOYCE ROWLAND BOARD MEMBER 1.00 X 0 0 0 JESSICA STEBBINS BINA BOARD MEMBER 1.00 X 0 0 0 SARAH TAKAHAMA BOARD MEMBER 1.00 X 0 0 0 ERIK TERRERI BOARD MEMBER 1.00 X 0 0 0 MARK VARGAS AT-LARGE MEMBER 1.00 X 0 0 0 HON BETTY YEE AT-LARGE MEMBER 1.00 X 0 0 0 HON ANNA CABALLERO BOARD MEMBER 1.00 X 0 0 0 RICK ZBUR EXECUTIVE DIRECTOR 20.00 20.00 X 0 231000 1775 TONY HOANG MANGING DIRECTOR 20.00 30.00 X 0 117836 5121 VALECIA PHILIPS DIRECTOR OF FINANCE & ADMINISTRATION 20.00 20.00 X 0 110167 9525 0 459003 16421 0 0 1 0 0 283075 1808967 112336 2092042 873 873 192054 283075 192054 0 2092915 0 0 873 X 259500 259500 92950 77350 7800 7800 695901 565425 69956 60520 1000 1000 42181 36959 4027 1195 59519 52010 5857 1652 24460 24460 385495 374878 2120 8497 95283 90553 3475 1255 62087 53249 6926 1912 133744 131340 573 1831 12917 12917 883 883 18664 7429 11001 234 BANK CHARGES & MERCHANT 20380 16813 3030 537 MISCELLANEOUS 19835 19803 32 UTILITIES & TELEPHONE 12445 10475 1679 291 RECRUITMENT & TRAINING 9101 6733 1814 554 14176 6640 7406 130 1960521 1722074 152007 86440 576155 573466 410903 407645 55250 56033 32355 21470 0 10885 60000 67397 1102308 1115426 118435 44163 627451 582447 745886 626610 X -569735 -309329 926157 798145 356422 488816 1102308 1115426 132394 0 X 0 1 X 1 0 X 925142 619943 2323021 2363347 2092042 8323495 925142 619943 2323021 2363347 2092042 8323495 3493645 4829850 69 29 767 245 873 1983 3210 3210 8328688 92970 0.57990 0.61250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 3,210. 245000 245000 1715521 1960521 248026 62007 0 0 199254 273119 248026 720399 1080599 199000 255000 245000 699000 49814 68280 62007 180101 270152 20587 20587 0 11768 883 10885 10885 DONATED ASSETS 65000 OTHER ASSETS 2397 67397 DUE TO EQUALITY CALIFORNIA 582447 582447 X 3244715 1151800 1151800 2092915 0 2092915 3112321 1151800 1151800 1960521 0 1960521 PART X, LINE 2: THE INSTITUTE FOLLOWS THE PROVISIONS OF FASB ASC 740-10, INCOME TAXES AND RELATED SUBSECTIONS. ACCORDINGLY, THE INSTITUTE ACCOUNTS FOR UNCERTAIN TAX POSITIONS BY RECORDING A LIABILITY FOR UNRECOGNIZED TAX BENEFITS RESULTING FROM UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN ITS TAX RETURNS. THE INSTITUTE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE APPROPRIATE TAXING AUTHORITIES. THE INSTITUTE DOES NOT BELIEVE THAT ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS AND ACCORDINGLY, HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING FINANCIAL STATEMENTS. DINNER 475129 283075 192054 126203 862 64989 475129 283075 192054 126203 862 64989 192054 0 1 EQUALITY CALIFORNIA 3701 WILSHIRE BLVD SUITE 725 LOS ANGELES CA 90010 954708781 501 (C)(4) 245000 CASH VALUE TO ACHIEVE FULL EQUALITY AND ACCEPTANCE FOR LESBIAN, GAY, BISEXUAL AND TRANSGENDER PEOPLE. BIENESTAR HUMAN SERVICES INC 5326 E BEVERLY BLVD LOS ANGELES CA 90022 954505737 501 (C)(3) 3000 CASH VALUE HEALTHCARE ADVOCACY MINORITY AIDS PROJECT 5149 W JEFFERSON BLVD LOS ANGELES CA 90016 954175650 501 (C)(3) 3000 CASH VALUE HEALTHCARE COMPETENCY BLACK AIDS INSTITUTE 1833 W 8TH STREET SUITE 200 LOS ANGELES CA 90057 954742741 501 (C)(3) 4000 CASH VALUE HEALTHCARE ADVOCACY TRANS-E-MOTION PO BOX 16272 FRESNO CA 93755 352371035 501 (C)(3) 1500 CASH VALUE HEALTHCARE ADVOCACY VISALIA ARTS CONSORTIUM INC 220 W MAIN ST VISALISA CA 93291 270661610 501 (C)(3) 500 CASH VALUE ARTISTIC ENGAGEMENT FOR PRIDE CALIFORNIA RURAL LEGAL ASSISTANCE 1430 FRANKLIN STREET 103 OAKLAND CA 94612 952428657 501 (C)(3) 2500 CASH VALUE YOUTH MOBILIZATION PART I, LINE 2: EQUALITY CALIFORNIA INSTITUTE PREPARES AND EXECUTES SUB-AGREEMENTS WITH EACH ORGANIZATION WHICH OUTLINES THE EXPECTATIONS AND OBJECTIVES FOR THE FUNDING. AT THE CONCLUSION OF THE GRANT PERIOD, EACH ORGANIZATION HAS TO SUBMIT A FINAL REPORT DETAILING HOW THE FUNDING WAS SPENT TO MEET THOSE OBJECTIVES. EQUALITY CALIFORNIA INSTITUTE ALSO CHECKS IN REGULARLY ALONG THE WAY THROUGH CONFERENCE CALLS AND MEETINGS (AS NEEDED). X X X X 0 0 0 0 0 0 0 0 0 RICK ZBUR EXECUTIVE DIRECTOR 0 156000 0 75000 0 0 0 0 0 1775 0 232775 0 0 PART I, LINE 3 COMPENSATION FOR THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE & ADMINISTRATION WAS DETERMINED BY A BOARD COMMISSIONED COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS COMPARASIONS TO OTHER SIMILARLY SITUATED NON-FOR-PROFIT ORGANIZATIONS. X AIRLINE TICKETS 1 65000 FMV X WINE BOTTLES FOR SPECIAL EVENT 1 35568 FMV X CONFERENCE ROOM TABLE AND CHAIRS 2 11768 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BOARD OF DIRECTORS WERE PROVIDED WITH COPIES OF THE THE AUDITED FINANCIAL STATEMENTS, AND ITS EXECUTIVE COMMITTEE APPROVED THE AUDITED FINANCIAL STATEMENTS, WHICH ARE THE BASIS FOR THE FORM 990. THE DRAFT OF THE FORM 990 WAS CIRCULATED TO THE ORGANIZATION'S BOARD OF DIRECTORS AND APPROVED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE. IT WAS ALSO APPROVED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND SUBMITS A WRITTEN STATEMENT IDENTIFYING CONFLICTS, IF ANY. THESE DOCUMENTS ARE SUBMITTED TO AND CERTIFIED BY THE BOARD PRESIDENT AND FILED WITH THE CORPORATE DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR WAS DETERMINED BY A BOARD COMMISSIONED COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS COMPARASIONS TO OTHER SIMILARLY SITUATED NON-FOR-PROFIT ORGANIZATIONS. PERFORMANCE INDICATORS ARE USED IN DETERMINING THE SALARY OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND OTHER PERTINENT DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL & OUTSIDE SERVICE: PROGRAM SERVICE EXPENSES 374,878. MANAGEMENT AND GENERAL EXPENSES 2,120. FUNDRAISING EXPENSES 8,497. TOTAL EXPENSES 385,495. EQUALITY CALIFORNIA 3701 WILSHIRE BLVD SUITE 725 LOS ANGELES CA 90010 954708781 EQUALITY CA 501(C)(4) N/A N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 EQUALITY CALIFORNIA N 62183 CASH VALUE EQUALITY CALIFORNIA O 765058 CASH VALUE EQUALITY CALIFORNIA P 560992 CASH VALUE EQUALITY CALIFORNIA B 245000 CASH VALUE