EQUALITY FEDERATION INSTITUTE: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
EQUALITY FEDERATION INSTITUTE (EIN 81-0670151)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-09-29
IRS object ID
201622739349300437
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-09-29T13:01:05-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930900579PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCDONALD JACOBS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1520 SW YAMHILL ST STE 500AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810670151EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Equality Federation InstituteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEQUABusinessNameControlTxt
Phone4152520510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1818 SW 3RD AVE No 141AddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAARON WELOPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4152520510PhoneNum
Signature2016-08-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSang AhnPreparerPersonNm
PTINP00540880PTIN
Phone5032270581PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAARON WELOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1818 SW 3RD AVE No 141AddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,472,698GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EQUALITYFEDERATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionEQUALITY FEDERATION INSTITUTE IS THE MOVEMENT BUILDER AND STRATEGIC PARTNER TO STATE-BASED ORGANIZATIONS ADVANCING EQUALITY FOR LESBIAN, GAY, BISEXUAL, AND TRANSGENDER (LGBT) PEOPLE IN THE COMMUNITIES WE CALL HOME.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,021,132PYContributionsGrantsAmt
CY Contributions Grants$1,379,928CYContributionsGrantsAmt
PY Program Service Revenue$72,950PYProgramServiceRevenueAmt
CY Program Service Revenue$92,500CYProgramServiceRevenueAmt
PY Investment Income$232PYInvestmentIncomeAmt
CY Investment Income-$84CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,094,314PYTotalRevenueAmt
CY Total Revenue$1,472,344CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$57,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$782,202PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$868,471CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$102,529CYTotalFundraisingExpenseAmt
PY Other Expenses$405,185PYOtherExpensesAmt
CY Other Expenses$412,205CYOtherExpensesAmt
PY Total Expenses$1,187,387PYTotalExpensesAmt
CY Total Expenses$1,338,176CYTotalExpensesAmt
PY Revenues Less Expenses-$93,073PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$134,168CYRevenuesLessExpensesAmt
Total Assets BOY$499,101TotalAssetsBOYAmt
Total Assets EOY$720,922TotalAssetsEOYAmt
Total Liabilities BOY$176,872TotalLiabilitiesBOYAmt
Total Liabilities EOY$264,525TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$322,229NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$456,397NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionACHIEVE EQUALITY FOR GAY, LESBIAN, BISEXUAL, AND TRANSGENDER PEOPLE IN EVERY STATE AND TERRITORY BY BUILDING STRONG AND SUSTAINABLE STATEWIDE ORGANIZATIONS IN A STATE-BASED MOVEMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,159,835ExpenseAmt
Grant$57,500GrantAmt
Revenue$92,500RevenueAmt
DescEQUALITY FEDERATION IS THE MOVEMENT BUILDER AND STRATEGIC PARTNER TO STATE-BASED ORGANIZATIONS ADVOCATING FOR LESBIAN, GAY, BISEXUAL, TRANSGENDER, AND QUEER (LGBTQ) PEOPLE. WE BELIEVE CHANGE IS POSSIBLE IN EVERY COMMUNITY. WE PROMOTE CHANGE THROUGH OUR THREE MAJOR PROGRAM AREAS. THE STATE LEADERSHIP PROJECT EMPOWERS LOCAL LEADERS TO BUILD A STRONG MOVEMENT FOR EQUALITY THAT SECURES CRITICAL GRASSROOTS WINS AT EVERY LEVEL. IN 2015, WE WROTE AND DISTRIBUTED FOUR REPORTS WITH OUR NATIONAL PARTNERS, MOVEMENT ADVANCEMENT PROJECT AND HUMAN RIGHTS CAMPAIGN. CONTINUED ON SCHEDULE OWE HOSTED OUR 18TH ANNUAL EQUALITY FEDERATION SUMMER LEADERSHIP CONFERENCE, ATTENDED BY NEARLY 200 STATE-BASED LEADERS. WE ALSO CONDUCTED OUR ANNUAL EXECUTIVE DIRECTOR BOOT CAMP FOR THE NEWEST LEADERS IN THE MOVEMENT AND HOSTED REGIONAL SUMMITS IN THE SOUTH AND MIDWEST. 2015 MARKED THE UNVEILING OF OUR LEGISLATIVE ACTION CENTER, A PROACTIVE STATE LEGISLATIVE TRACKING AND ASSISTANCE PROGRAM THAT WILL SERVE STATE ORGANIZATIONS AND PARTNERS. WE PROVIDED GENERAL NONDISCRIMINATION MESSAGING TRAINING TO REPRESENTATIVES FROM 36 STATES AND LOCAL ORGANIZATIONS, DID TRANS-SPECIFIC TRAINING IN 4 STATES (INCLUDING 3 VIDEO TRAINING FOR OKLAHOMA, A PHONE SESSION WITH WISCONSIN SPOKESPEOPLE, AND IN-PERSON ALL DAY TRAINING IN VIRGINIA AND FLORIDA) PLUS A WEBINAR ON BATHROOM MESSAGING. OUR MESSAGING TRAINING EMPOWERED STATE EQUALITY ORGANIZATIONS WHO DEFEATED 71 OF THE MORE THAN 79 ANTI-LGBTQ BILLS INTRODUCED IN 28 STATES THROUGHOUT 2015. OUR LIVED EQUALITY PROGRAM PROMOTES SAFE AND JUST SCHOOLS, RACIAL JUSTICE, REPRODUCTIVE RIGHTS, AND OTHER CRITICAL ISSUES THAT AFFECT HOW LGBTQ PEOPLE EXPERIENCE THE WORLD. OUR MOST RECENT ANNUAL CONFERENCE INCLUDED SESSIONS ON RACIAL JUSTICE, FAITH-BASED ORGANIZING, GENDER NON BINARY MOVEMENT, HIV CRIMINALIZATION, AND HATE VIOLENCE AGAINST TRANSGENDER PEOPLE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescFISCAL SPONSORSHIP FOR EMERGING STATE-BASED LGBT ORGANIZATIONS: EQUALITY FEDERATION INSTITUTE SERVED AS FISCAL SPONSOR FOR EQUALITY SOUTH DAKOTA INSTITUTE AND FAIRNESS WEST VIRGINIA INSTITUTE, ORGANIZATIONS THAT WORK TO SECURE, PROTECT, AND SUPPORT THE RIGHTS AND WELL-BEING OF LGBT PERSONS IN THEIR STATES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,159,835TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1REBECCA ISAACSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4152520510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 SW 4TH AVE 141AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JEFF GRAHAM
BOARD CHAIR5.005.00Yes (X)Yes (X)$0$0$0
MICHAEL LEWIS
BOARD CHAIR5.005.00Yes (X)Yes (X)$0$0$0
AMBER ROYSTER
BOARD VICE CHAIR5.005.00Yes (X)Yes (X)$0$0$0
SAM NITZ
SECRETARY5.005.00Yes (X)Yes (X)$0$0$0
AARON WELO
TREASURER5.005.00Yes (X)Yes (X)$0$0$0
KATIE BELANGER
DIRECTOR1.001.00Yes (X)$0$0$0
JODY COFER RANDALL
DIRECTOR1.001.00Yes (X)$0$0$0
TED MARTIN
DIRECTOR1.001.00Yes (X)$0$0$0
MONICA MEYER
DIRECTOR1.001.00Yes (X)$0$0$0
MICHAEL NORDMAN
DIRECTOR1.001.00Yes (X)$0$0$0
JULIA ROSEN CHAPLIN
DIRECTOR1.001.00Yes (X)$0$0$0
NATHAN SCHAEFER
DIRECTOR1.001.00Yes (X)$0$0$0
CHRIS SGRO
DIRECTOR1.001.00Yes (X)$0$0$0
TROY STEVENSON
DIRECTOR1.001.00Yes (X)$0$0$0
CURTIS THORNHILL
DIRECTOR1.001.00Yes (X)$0$0$0
CHRIS HARTMAN
DIRECTOR1.001.00Yes (X)$0$0$0
RONALD MOORE
DIRECTOR1.001.00Yes (X)$0$0$0
KELLAN BAKER
DIRECTOR1.001.00Yes (X)$0$0$0
REBECCA ISAACS
EXECUTIVE DIRECTOR46.004.00Yes (X)$154,377$0$51
ROCHELLA THORPE
DIRECTOR OF ADVOCACY PROGRAMS40.000.00Yes (X)$111,296$0$11,965
FieldValueIRS element (for citing)
Total Reportable Comp From Org$265,673TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$12,016TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,379,928AllOtherContributionsAmt
Total Contributions$1,379,928TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEETINGS & ACTIVITIESDesc
Business900099BusinessCd
Total Revenue Column$92,500TotalRevenueColumnAmt
Related Or Exempt Func Income$92,500RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$92,500TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$270TotalRevenueColumnAmt
Exclusion$270ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$354OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$354OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$354TotalRevenueColumnAmt
Exclusion-$354ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,472,344TotalRevenueColumnAmt
Related Or Exempt Func Income$92,500RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$84ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$57,500TotalAmt
Program Services$57,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$277,684TotalAmt
Program Services$228,316ProgramServicesAmt
Management And General$21,931ManagementAndGeneralAmt
Fundraising$27,437FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$466,881TotalAmt
Program Services$383,878ProgramServicesAmt
Management And General$36,873ManagementAndGeneralAmt
Fundraising$46,130FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$64,572TotalAmt
Program Services$53,092ProgramServicesAmt
Management And General$5,100ManagementAndGeneralAmt
Fundraising$6,380FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$59,334TotalAmt
Program Services$48,785ProgramServicesAmt
Management And General$4,686ManagementAndGeneralAmt
Fundraising$5,863FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$95TotalAmt
Program Services$91ProgramServicesAmt
Management And General$1ManagementAndGeneralAmt
Fundraising$3FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,250TotalAmt
Program Services$32,921ProgramServicesAmt
Management And General$338ManagementAndGeneralAmt
Fundraising$991FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$211,884TotalAmt
Program Services$203,659ProgramServicesAmt
Management And General$2,093ManagementAndGeneralAmt
Fundraising$6,132FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,796TotalAmt
Program Services$9,016ProgramServicesAmt
Management And General$2,137ManagementAndGeneralAmt
Fundraising$5,643FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,317TotalAmt
Program Services$3,594ProgramServicesAmt
Management And General$313ManagementAndGeneralAmt
Fundraising$410FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,290TotalAmt
Program Services$1,916ProgramServicesAmt
Management And General$156ManagementAndGeneralAmt
Fundraising$218FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$83,282TotalAmt
Program Services$79,221ProgramServicesAmt
Management And General$1,549ManagementAndGeneralAmt
Fundraising$2,512FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$51,380TotalAmt
Program Services$51,276ProgramServicesAmt
Management And General$79ManagementAndGeneralAmt
Fundraising$25FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,557TotalAmt
Program Services$2,103ProgramServicesAmt
Management And General$199ManagementAndGeneralAmt
Fundraising$255FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,354TotalAmt
Program Services$4,467ProgramServicesAmt
Management And General$357ManagementAndGeneralAmt
Fundraising$530FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,338,176TotalAmt
Program Services$1,159,835ProgramServicesAmt
Management And General$75,812ManagementAndGeneralAmt
Fundraising$102,529FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$30,022BOYAmt
EOY$11,495EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$300,533BOYAmt
EOY$654,369EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$130,000BOYAmt
EOY$50,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$502BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$500EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,756LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$198LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$586BOYAmt
EOY$4,558EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$37,458BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$499,101BOYAmt
EOY$720,922EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$48,185BOYAmt
EOY$162,711EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$37,458BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$91,229BOYAmt
EOY$101,814EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$176,872BOYAmt
EOY$264,525EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$46,843BOYAmt
EOY$22,205EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$369,072BOYAmt
EOY$434,192EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$322,229BOYAmt
EOY$456,397EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$499,101BOYAmt
EOY$720,922EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$134,168ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$777,813CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$773,867CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,241,773CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,021,132CurrentTaxYearMinus1YearAmt
Current Tax Year$1,379,928CurrentTaxYearAmt
Total$5,194,513TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$777,813CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$773,867CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,241,773CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,021,132CurrentTaxYearMinus1YearAmt
Current Tax Year$1,379,928CurrentTaxYearAmt
Total$5,194,513TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,340,355SubstantialContributorsTotAmt
Public Support Total170$1,854,158PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$95CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$92CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$232CurrentTaxYearMinus1YearAmt
Current Tax Year$270CurrentTaxYearAmt
Total$786TotalAmt
FieldValueIRS element (for citing)
Total Support$5,195,299TotalSupportAmt
Public Support CY1700.35690PublicSupportCY170Pct
Public Support PY1700.68180PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,235,647FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,235,647FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$198,565FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$49,641FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year$198,565CurrentYearAmt
Total$198,565TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$297,848LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year$49,641CurrentYearAmt
Total$49,641TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$74,462GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,756OtherCostOrOtherBasisAmt
Depreciation$198DepreciationAmt
Book Value$4,558BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,558TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO EQUALITY FEDERATIONDesc
Amt$101,814Amt
FieldValueIRS element (for citing)
Total Liability$101,814TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonREBECCA ISAACSPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$154,377BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$17,153CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$46NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$5NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$154,423TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$17,158TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11A 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 12cThe 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 15aAn 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 18AVAILABLE UPON REQUEST
Form 990, Part VI, Section C, line 19THSE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC
Form 990, Part IX, line 11gCONSULTING: Program service expenses 203,659. Management and general expenses 2,093. Fundraising expenses 6,132. Total expenses 211,884.
FORM 990, PAGE 10, PART IX, LINE 1THE GRANTS AND OTHER ASSISTANCE MADE BY THE ORGANIZATION DURING THE YEAR WAS LESS THAN $5,000 TO EACH RECIPIENT.
FORM 990, PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1EQUALITY FEDERATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1818 SW 3RD AVE 141AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd
FieldValueIRS element (for citing)
EIN810670152EIN
Primary ActivitiesLGBT ORGANIZATIONPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(c)(4)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1EQUALITY FEDERATION INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
EQUALITY FEDERATION
N$114,788FMV
EQUALITY FEDERATION
O$790,798FMV

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