2016-09-29T13:01:05-05:00 2015-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2015-01-01 810670151 Equality Federation Institute EQUA 4152520510 818 SW 3RD AVE No 141 Portland OR 97204 AARON WELO TREASURER 4152520510 2016-08-29 1 Sang Ahn P00540880 5032270581 2015 2017-02-10 21:41:12Z AARON WELO 818 SW 3RD AVE No 141 Portland OR 97204 1472698 0 X WWW.EQUALITYFEDERATION.ORG X 2005 DC EQUALITY 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. 16 16 0 20 0 0 1021132 1379928 72950 92500 232 -84 0 0 1094314 1472344 0 57500 0 0 782202 868471 0 0 102529 405185 412205 1187387 1338176 -93073 134168 499101 720922 176872 264525 322229 456397 X ACHIEVE 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. 0 0 1159835 57500 92500 EQUALITY 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. FISCAL 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. 1159835 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 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 1 0 0 0 1 8 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 CA X REBECCA ISAACS 4152520510 310 SW 4TH AVE 141 PORTLAND OR 97204 JEFF GRAHAM BOARD CHAIR 5.00 5.00 X X 0 0 0 MICHAEL LEWIS BOARD CHAIR 5.00 5.00 X X 0 0 0 AMBER ROYSTER BOARD VICE CHAIR 5.00 5.00 X X 0 0 0 SAM NITZ SECRETARY 5.00 5.00 X X 0 0 0 AARON WELO TREASURER 5.00 5.00 X X 0 0 0 KATIE BELANGER DIRECTOR 1.00 1.00 X 0 0 0 JODY COFER RANDALL DIRECTOR 1.00 1.00 X 0 0 0 TED MARTIN DIRECTOR 1.00 1.00 X 0 0 0 MONICA MEYER DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL NORDMAN DIRECTOR 1.00 1.00 X 0 0 0 JULIA ROSEN CHAPLIN DIRECTOR 1.00 1.00 X 0 0 0 NATHAN SCHAEFER DIRECTOR 1.00 1.00 X 0 0 0 CHRIS SGRO DIRECTOR 1.00 1.00 X 0 0 0 TROY STEVENSON DIRECTOR 1.00 1.00 X 0 0 0 CURTIS THORNHILL DIRECTOR 1.00 1.00 X 0 0 0 CHRIS HARTMAN DIRECTOR 1.00 1.00 X 0 0 0 RONALD MOORE DIRECTOR 1.00 1.00 X 0 0 0 KELLAN BAKER DIRECTOR 1.00 1.00 X 0 0 0 REBECCA ISAACS EXECUTIVE DIRECTOR 46.00 4.00 X 154377 0 51 ROCHELLA THORPE DIRECTOR OF ADVOCACY PROGRAMS 40.00 0.00 X 111296 0 11965 265673 0 12016 2 0 1 0 0 1379928 1379928 MEETINGS & ACTIVITIES 900099 92500 92500 92500 270 270 354 -354 -354 -354 1472344 92500 0 -84 X 57500 57500 277684 228316 21931 27437 466881 383878 36873 46130 64572 53092 5100 6380 59334 48785 4686 5863 95 91 1 3 34250 32921 338 991 211884 203659 2093 6132 16796 9016 2137 5643 4317 3594 313 410 2290 1916 156 218 83282 79221 1549 2512 51380 51276 79 25 2557 2103 199 255 5354 4467 357 530 1338176 1159835 75812 102529 30022 11495 300533 654369 130000 50000 502 500 4756 198 586 4558 37458 0 499101 720922 48185 162711 37458 0 91229 101814 176872 264525 X -46843 22205 369072 434192 322229 456397 499101 720922 134168 0 X X 0 1 X 1 0 X 777813 773867 1241773 1021132 1379928 5194513 777813 773867 1241773 1021132 1379928 5194513 3340355 1854158 95 92 97 232 270 786 5195299 0.35690 0.68180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1235647 1235647 198565 49641 0 0 198565 198565 297848 49641 49641 74462 0 0 4756 198 4558 4558 DUE TO EQUALITY FEDERATION 101814 101814 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. X X 0 0 0 0 0 0 0 0 0 REBECCA ISAACS EXECUTIVE DIRECTOR 154377 17153 0 0 0 0 0 0 46 5 154423 17158 0 0 Form 990, Part VI, Section B, line 11 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 THSE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC Form 990, Part IX, line 11g CONSULTING: 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 1 THE GRANTS AND OTHER ASSISTANCE MADE BY THE ORGANIZATION DURING THE YEAR WAS LESS THAN $5,000 TO EACH RECIPIENT. FORM 990, 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 1 EQUALITY FEDERATION N 114788 FMV EQUALITY FEDERATION O 790798 FMV