2015-10-29T15:22:00-05:00 2014-12-31 521855942 TATE & TRYON 2021 L ST NW WASHINGTON DC 20036 990 2014-01-01 810670151 EQUALITY FEDERATION INSTITUTE EQUA 4152520510 818 SW 3RD AVE NO 141 PORTLAND OR 97204 AARON WELO TREASURER 4152520510 2015-10-28 FREDERICK LONGWOOD P00439715 2022932200 2014 2016-02-25 16:41:14Z REBECCA ISAACS 818 SW 3RD AVE NO 141 PORTLAND OR 97204 1094314 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 15 15 0 20 0 0 1241773 1021132 35575 72950 97 232 86 0 1277531 1094314 27000 0 0 0 576567 782202 7009 0 40328 577294 405185 1187870 1187387 89661 -93073 698303 499101 131408 176872 566895 322229 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 1087770 72950 EQUALITY FEDERATION IS THE MOVEMENT BUILDER AND STRATEGIC PARTNER TO STATE-BASED ORGANIZATIONS ADVOCATING FOR LESBIAN, GAY, BISEXUAL, AND TRANSGENDER (LGBT) 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 2014 WE CONDUCTED NINE IN-PERSON TRAININGS WITH OUR 48 MEMBER ORGANIZATIONS. WE CONDUCTED A THREE-DAY COMMUNICATIONS BOOTCAMP FOR 65 LEADERS FROM 22 STATES AND OUR ANNUAL EXECUTIVE DIRECTOR BOOTCAMP FOR THE NEWEST LEADERS IN THE MOVEMENT. OVER 160 STATE-BASED LEADERS ATTENDED OUR SUMMER MEETING AND WE HOSTED REGIONAL SUMMITS IN THE SOUTH AND MIDWEST. 2014 ALSO MARKED THE LAUNCH OF OUR FAIRNESS PROJECT, WHICH INCLUDES A WEBSITE AND CLEARINGHOUSE OF RESOURCES AND TRAINING MATERIALS - INCLUDING A VIDEO SERIES - FOR STATE GROUPS ADVANCING NONDISCRIMINATION POLICIES. OUR MESSAGING TRAININGS EMPOWERED STATE EQUALITY ORGANIZATIONS WHO DEFEATED 80 OF THE MORE THAN 85 ANTI-LGBT BILLS INTRODUCED IN 20 STATES IN THE FIRST HALF OF 2015.OUR LIVED EQUALITY PROGRAM PROMOTES SAFE AND JUST SCHOOLS, RACIAL JUSTICE, REPRODUCTIVE RIGHTS AND OTHER CRITICAL ISSUES THAT AFFECT HOW LGBT PEOPLE EXPERIENCE THE WORLD. IN 2014, WE DEVELOPED A PLAN AND SECURED FUNDING TO SUPPORT WORK IN NORTH CAROLINA TO ADDRESS INTERSECTIONAL ISSUES SUCH AS VOTER SUPPRESSION/VOTING RIGHTS, THAT ENGAGES LGBT PEOPLE WITH CIVIL RIGHTS ORGANIZATIONS. OUR MOST RECENT ANNUAL CONFERENCE INCLUDED SESSIONS ON HOW TO INCORPORATE REPRODUCTIVE JUSTICE, HIV CRIMINALIZATION, RACIAL JUSTICE, AND THE SCHOOL-TO-PRISON PIPELINE ISSUES IN STATE BASED ORGANIZATIONAL AGENDAS. 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 1087770 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 0 1 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 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 1 0 0 1 0 1 1 0 0 0 1 0 1 1 0 1 0 0 CA X REBECCA ISAACS 4152520510 818 SW 3RD AVE NO 141 PORTLAND OR 97204 JEFF GRAHAM BOARD CHAIR 5.00 1.00 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 5.00 X 0 0 0 JODY COFER RANDALL DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL LEWIS 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 AMBER ROYSTER 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 BRANDIE BALKEN114-814 DIRECTOR 1.00 1.00 X 0 0 0 BERNARD CHERKASOV 114-814 DIRECTOR 1.00 1.00 X 0 0 0 KARA COREDINI 114-314 DIRECTOR 1.00 1.00 X 0 0 0 JONATHAN LANG 114-814 DIRECTOR 1.00 1.00 X 0 0 0 ANN KANER-ROTH 114-114 DIRECTOR 1.00 1.00 X 0 0 0 REBECCA ISAACS EXECUTIVE DIRECTOR 33.60 6.40 X 137928 26272 2000 ROCHELLA THORPE DIRECTOR OF ADVOCACY PROGRAMS 40.00 0.00 X 109700 0 12627 247628 26272 14627 2 0 1 0 CLARITY CAMPAIGN LABS LLC 803 7TH STREET NW 3RD FLOOR WASHINGTON DC 20001 VOTER MODELING 129465 1 1021132 1021132 MEETINGS & ACTIVITIES 900099 72950 72950 72950 232 232 1094314 72950 0 232 X 139795 123978 9684 6133 536386 475696 37156 23534 51361 45550 3558 2253 54660 48476 3786 2398 1717 1684 20 13 35869 35184 419 266 174928 171588 2045 1295 8876 7236 1282 358 11022 9774 764 484 1820 1614 126 80 101986 101986 59256 59256 2088 1851 145 92 4394 3897 304 193 DEVELOPMENT 3229 3229 1187387 1087770 59289 40328 40837 30022 654952 300533 130000 502 1609 0 1597 1011 905 586 0 37458 698303 499101 41478 48185 37458 89930 91229 131408 176872 X 84144 -46843 482751 369072 566895 322229 698303 499101 X -93073 -151593 X 0 1 X 0 0 X 775847 777813 773867 1241773 1021132 4590432 775847 777813 773867 1241773 1021132 4590432 1460413 3130019 52 95 92 97 232 568 4591000 174195 0.68180 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 X 1597 1011 586 586 FUNDS HELD FOR OTHERS 37458 37458 DUE TO EQUALITY FEDERATION 91229 91229 X 1094314 0 1094314 0 1094314 1187387 0 1187387 0 1187387 PART IV, LINE 2B: EFI IS THE FISCAL AGENT FOR THE EQUALITY SOUTH DAKOTA AND FAIRNESS WEST VIRGINIA. EFI IS RESPONSIBLE FOR RECEIVING AND DEPOSITING FUNDS, AS WELL AS MONITORING THE WRITING OF CHECKS BY THESE ORGANIZATIONS. THE TOTAL AMOUNT HELD BY EFI ON BEHELF OF THESE ORGANIZATIONS WAS $37,458 AND $151,594 AT DECEMBER 31, 2014 AND 2013, RESPECTIVELY. PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN AND THEREFORE DOES NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE AND LOCAL AUTHORITIES FOR THE THREE YEARS AFTER THEY WERE FILED. 0 0 0 0 0 0 0 0 0 REBECCA ISAACS EXECUTIVE DIRECTOR 137928 26272 0 0 0 0 0 0 1867 356 139795 26628 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN MARCH 2014 TO CLARIFY THAT REPRESENTATIVE DIRECTORS WILL BE INDIVIDUALS WHO SERVE AS DELEGATES OF ORGANIZATIONAL MEMBERS OF THE EQUALITY FEDERATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF EQUALITY FEDERATION SHALL ELECT DIRECTORS OF EQUALITY FEDERATION INSTITUTE AT EACH ANNUAL MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR AND THE CHIEF FINANCIAL OFFICER OF THE BOARD. THE APPROVED 990 IS THEN CIRCULATED TO 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 19 EQUALITY FEDERATION PRODUCES AN ANNUAL REPORT EACH YEAR, WHICH INCLUDES ITS FINANCIAL STATEMENTS. THIS REPORT IS AVAILABLE ON ITS WEBSITE OR CAN BE E-MAILED UPON REQUEST. EQUALITY FEDERATION DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC, EXCEPT WHAT IS IN THE ABOVE NOTES. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 32,082. MANAGEMENT AND GENERAL EXPENSES 382. FUNDRAISING EXPENSES 242. TOTAL EXPENSES 32,706. OTHER PROF. FEES: PROGRAM SERVICE EXPENSES 139,506. MANAGEMENT AND GENERAL EXPENSES 1,663. FUNDRAISING EXPENSES 1,053. TOTAL EXPENSES 142,222. FORM 990, PART XI, LINE 9: PRIOD PERIOD ADJUSTMENT TO 12/31/13 NET ASSETS -151,593. EQUALITY FEDERATION 818 SW 3RD AVE 141 PORTLAND OR 97204 LGBT ORGANIZATION DC 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 EQUALITY FEDERATION N 110613 COST ALLOCATION EQUALITY FEDERATION O 722568 COST ALLOCATION SCHEDULE R, PART V, LINE 2 EQUALITY FEDERATION INSTITUTE AND EQUALITY FEDERATION SHARE PERSONNEL AND OVERHEAD EXPENSES PURSUANT TO A RESOURCE SHARING AGREEMENT. EQUALITY FEDERATION INSTITUTE PAYS EQUALITY FEDERATION FOR ALL DIRECT EXPENSES INCURRED BY EQUALITY FEDERATION ON ITS BEHALF AND REIMBURSES EQUALITY FEDERATION FOR A PERCENTAGE OF PERSONNEL AND OVERHEAD COSTS BASED ON EMPLOYEES' TIME ALLOCATION RECORDS.