EQUALITY FLORIDA INSTITUTE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EQUALITY FLORIDA INSTITUTE INC (EIN 59-3435235)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-14
- IRS object ID
- 202522879349301267
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-14T11:19:01-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341874260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 WEST 47TH STREET SUITE 1100 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593435235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EQUALITY FLORIDA INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EQUA | BusinessNameControlTxt |
| Phone | 8138703735 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13184 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337333184 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NADINE SMITH | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8138703735 | PhoneNum |
| Signature | 2025-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA BURKE | PreparerPersonNm |
| PTIN | P00220718 | PTIN |
| Phone | 8169455500 | PhoneNum |
| Preparation | 2025-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NADINE SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13184 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337333184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,385,211 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EQFLI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | CIVIL RIGHTS EDUCATION DEDICATED TO EQUALITY FOR FLORIDA'S LGBTQ COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 70 | TotalEmployeeCnt |
| Total Volunteers | 13500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,855,819 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,831,547 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $89,634 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $179,941 | CYProgramServiceRevenueAmt |
| PY Investment Income | $137,150 | PYInvestmentIncomeAmt |
| CY Investment Income | $263,063 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$6,723 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,072 | CYOtherRevenueAmt |
| PY Total Revenue | $7,075,880 | PYTotalRevenueAmt |
| CY Total Revenue | $6,273,479 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $532,803 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $443,344 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,716,602 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,990,102 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $52,774 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $77,612 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $734,969 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,755,390 | PYOtherExpensesAmt |
| CY Other Expenses | $2,376,348 | CYOtherExpensesAmt |
| PY Total Expenses | $6,057,569 | PYTotalExpensesAmt |
| CY Total Expenses | $6,887,406 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,018,311 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$613,927 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,723,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,815,892 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,231,038 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $745,760 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,492,935 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,070,132 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EQUALITY FLORIDA INSTITUTE IS THE EDUCATIONAL ARM OF THE LARGEST CIVIL RIGHTS ORGANIZATION IN FLORIDA DEDICATED TO ENDING DISCRIMINATION BASED ON SEXUAL ORIENTATION AND GENDER IDENTITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,144,985 | ExpenseAmt |
| Grant | $7,600 | GrantAmt |
| Revenue | $109,573 | RevenueAmt |
| Desc | EDUCATION:SAFE & HEALTHY SCHOOLS:IN 2024, SAFE AND HEALTHY SCHOOLS (SHS) STOOD FIRM AGAINST ESCALATING ATTACKS ON THE SYSTEMS OF CARE THAT SUPPORT YOUNG PEOPLE. DESPITE POLITICAL HOSTILITY, WE REFINED AND STRENGTHENED OUR MODEL BY MORE DEEPLY LINKING EDUCATION AND MENTAL HEALTH, BUILDING A SCALABLE PROGRAM THAT PROTECTED LGBTQ YOUTH WHILE SETTING AN EXAMPLE FOR OTHER STATES. OUR APPROACH WAS ROOTED IN SYSTEMS CHANGE: EMBEDDING SOLUTIONS DIRECTLY WITHIN SCHOOLS, HEALTHCARE NETWORKS, AND COMMUNITIES SO THAT SUPPORT REMAINED DURABLE AND SUSTAINABLE, EVEN IN MOMENTS OF CRISIS.(CONTINUED ON SCHEDULE O)A DECADE OF RELATIONSHIP-BUILDING WITH KEY EDUCATION LEADERS PAID OFF. IN 2024 ALONE, SHS ACTIVELY COLLABORATED WITH MORE THAN 80 SUPERINTENDENTS AND SCHOOL BOARD MEMBERS ACROSS NEARLY HALF OF FLORIDA'S DISTRICTS. RESEARCH FROM THE CDC CONFIRMED WHAT WE SAW IN PRACTICE: WHEN DISTRICTS ADOPTED INCLUSIVE POLICIES AND PRACTICES - LIKE THOSE SHS PRIORITIZED - STUDENTS EXPERIENCED LESS DISTRESS, LESS HARASSMENT, AND FEWER SUICIDAL THOUGHTS. RECOGNITION OF THIS IMPACT CAME WHEN THE FLORIDA EDUCATION ASSOCIATION HONORED SHS WITH THE HUMAN AND CIVIL RIGHTS AWARD, ACKNOWLEDGING OUR EFFORTS TO CREATE SAFE, FAIR, AND INCLUSIVE SCHOOLS.TRAINING AND EDUCATION REMAINED CENTRAL TO OUR WORK. IN 2024, SHS CONDUCTED 65 TRAINING SESSIONS FOR 3,220 EDUCATORS, MENTAL HEALTH PROFESSIONALS, AND PARENTS - BRINGING OUR TOTAL REACH TO MORE THAN 41,000 INDIVIDUALS STATEWIDE. BY BUILDING DISTRICT CAPACITY TO DELIVER TRAINING INTERNALLY, WE EXTENDED OUR REACH BY AN ESTIMATED 4,000 ADDITIONAL STAFF THIS YEAR. WE ALSO DEVELOPED OR STRENGTHENED LGBTQ SUPPORT GUIDES IN 12 SCHOOL DISTRICTS, SAFEGUARDING NEARLY 2 MILLION STUDENTS, AND EXPANDED OUR PARENTING WITH PRIDE COMMUNITY TO 2,200 FAMILIES. THESE INITIATIVES EQUIPPED EDUCATORS, MENTAL HEALTH PROVIDERS, AND PARENTS WITH CULTURALLY COMPETENT STRATEGIES THAT HELPED ENSURE LGBTQ YOUTH WERE SUPPORTED ACROSS EVERY PART OF THEIR LIVES.WE ALSO DEEPENED OUR CONVENING POWER IN 2024, BRINGING COMMUNITIES TOGETHER AROUND SHARED COMMITMENTS TO LGBTQ SAFETY AND HEALTH. HIGHLIGHTS INCLUDED OUR ANNUAL 'ALL TOGETHER NOW' CONFERENCE, WHERE THREE SUPERINTENDENTS ISSUED A POWERFUL CALL TO ACTION; OUR FIRST 'BACK TO SCHOOL SUMMIT' FOR 240 PARENTS; A 'BEHAVIORAL HEALTH SUMMIT' SERVING 125 LICENSED PROFESSIONALS; AND PARENT SUMMITS HOSTED IN FIVE COMMUNITIES IN PARTNERSHIP WITH PFLAG AND PTA. ADDITIONALLY, OUR YOUTH LEADERSHIP COUNCIL LAUNCHED ITS THIRD COHORT, EMPOWERING LGBTQ STUDENTS TO BECOME VISIBLE, INFORMED ADVOCATES. TOGETHER, THESE MILESTONES DEMONSTRATED HOW SHS BUILT A RESILIENT STATEWIDE INFRASTRUCTURE OF EDUCATION LEADERS, PARENTS, AND YOUTH DETERMINED TO CREATE SAFE SCHOOLS, AFFIRMING COMMUNITIES, AND PATHWAYS TO HEALTHIER FUTURES.TRANSGENDER EQUALITY:- OFFICIALLY REBRANDED THE DEPARTMENT TO FEEL MORE ALIGNED WITH EQUALITY FLORIDA. NO LONGER TRANS ACTION, NOW RECOGNIZED AS TRANS EQUALITY.- TRANS EQUALITY FOCUSED ON BUILDING RELATIONSHIPS WITH TRANS LEADERS IN THE STATE AND UPLIFTING THE WORK OF TRANS-LED ORGANIZATIONS AND INITIATIVES IN THE STATE. TRANS EQUALITY HAS BEEN ABLE TO LINK DOZENS OF INDIVIDUALS HAVING TROUBLE WITH THEIR LEGAL NAME CHANGE AND GENDER MARKER ADJUSTMENTS TO LEGAL PARTNERS.- ORGANIZED AND HELD THE LARGEST TRANS MARCH ON TALLAHASSEE TO DATE. THE LET US LIVE MARCH IS A COLLABORATIVE EFFORT AMONG MANY TRANS-LED ORGS IN FLORIDA AND HAD OVER 350 ATTENDEES THIS YEAR. - CONDUCTED, FACILITATED AND/OR PARTICIPATED IN VARIOUS TOWN HALL AND EDUCATIONAL EVENTS WITH EXPERT PANELISTS DISCUSSING VARIOUS TOPICS.- TRANS EQUALITY WORKED CLOSELY WITH THE EQUALITY FLORIDA'S PUBLIC POLICY TEAM TO MOBILIZE PARENTS OF TRANS AND NONBINARY YOUTH AND ACTIVISTS TO BOARD OF MEDICINE/BOARD OF OSTEOPATHIC MEDICINE AND MEDICAID/AHCA MEETINGS.- TRANS EQUALITY HELD THE 2ND ANNUAL FLORIDA VOICES FOR CHANGE CONVENING, A LEADERSHIP SUMMIT THAT SAW 40 TRANS-LED ORGS GATHER TO TALK ABOUT THE SUCCESS, OBSTACLES, NEXT STEPS, AND HOW WE CAN COLLABORATE TO CONTINUE TO PROVIDE THE FLORIDA TRANS COMMUNITY THE BEST QUALITY OF LIFE WITH MORE THAN 60 ATTENDEES WHO WERE ACTIVISTS, ADVOCATES, JOURNALISTS, POLITICIANS, AND YOUTH LEADERS. - LED TRAININGS WITH CORPORATE BUSINESSES ON THE CURRENT STATE OF POLICIES AND MET WITH ERGS TO GIVE UPDATES ON HOW THEY CAN CONTINUE TO BE OF ASSISTANCE TO THEIR EMPLOYEES. - RECEIVED SEVERAL LOCAL AWARDS AND RECOGNITIONS FROM COMMUNITY MEMBERS AND ORGANIZATIONS IN TAMPA, ST. PETERSBURG, AND ORLANDO.HEALTH EQUITY/PARENTING WITH PRIDE:PROGRAM LAUNCHES & COMMUNITY IMPACT- LAUNCHED THE LGBTQ HEALTH EQUITY TOOLKIT, A COMPREHENSIVE RESOURCE FOR HEALTHCARE ADMINISTRATORS, PROVIDERS, AND ADVOCATES. THE LAUNCH INCLUDED A WEBINAR HELD IN COLLABORATION WITH THE HUMAN RIGHTS CAMPAIGN ENGAGING 40 HOSPITAL ADMINISTRATORS IN STRATEGIES TO ADVANCE AFFIRMING, PATIENT-CENTERED CARE.- HOSTED THE FIRST LGBTQ BEHAVIORAL HEALTH SUMMIT IN PARTNERSHIP WITH THE FLORIDA PSYCHOLOGICAL ASSOCIATION, OFFERING CE CREDITS TO 125 LICENSED MENTAL HEALTH PROFESSIONALS TO STRENGTHEN CONFIDENCE AND COMPETENCE IN PROVIDING QUALITY MENTAL HEALTH CARE FOR LGBTQ COMMUNITY.- EXPANDED THE PARENTING WITH PRIDE COMMUNITY TO 2,200 PARENTS, BUILDING A MOVEMENT TO PROTECT FAMILIES' RIGHTS.- PARTNERED WITH PFLAG AND PTA TO HOST PARENT SUMMITS IN FIVE FLORIDA COMMUNITIES, FOSTERING CONNECTION, SHARING RESOURCES, AND STRENGTHENING FAMILY ADVOCACY.- LAUNCHED OUR FIRST BACK TO SCHOOL SUMMIT, PROVIDING GUIDANCE AND SUPPORT TO 240 PARENTS AND FAMILIES LOOKING FOR THE RESOURCES TO SUPPORT THEIR LGBTQ CHILD.PROFESSIONAL CONFERENCES- PARTICIPATED IN SIX MAJOR CONFERENCES - INCLUDING THE AMERICAN PSYCHOLOGICAL ASSOCIATION (APA), FLORIDA SCHOOL COUNSELOR ASSOCIATION (FSCA), FLORIDA COUNSELING ASSOCIATION (FCA), FLORIDA ASSOCIATION OF SCHOOL PSYCHOLOGISTS (FASP), FLORIDA SUICIDE PREVENTION COALITION (FSPC), AND FLORIDA ASSOCIATION OF SCHOOL SOCIAL WORKERS (FASSW) - REACHING 270 PARTICIPANTS. THESE ENGAGEMENTS CONNECTED COUNSELORS, SOCIAL WORKERS, PSYCHOLOGISTS, AND COMMUNITY PROVIDERS, POSITIONING OUR WORK WITHIN BOTH STATE AND NATIONAL CONVERSATIONS.TRAININGS AND PARTNERSHIPS- INVITED TO SPEAK AT THE NATIONAL ASSOCIATION OF SOCIAL WORKERS FLORIDA (NASW-FL) LEGISLATIVE AND EDUCATION ADVOCACY DAY (LEAD) AT THE CAPITOL, DISCUSSING THE INTERSECTION OF MENTAL HEALTH AND LGBTQ SUPPORT WITH 550 SOCIAL WORK STUDENTS, FACULTY, AND PRACTITIONERS DURING THE LEGISLATIVE SESSION.- THROUGH CLINICAL PARTNERSHIPS AND PROFESSIONAL TRAININGS, WE DIRECTLY EQUIPPED 550 SCHOOL AND COMMUNITY BASED MENTAL HEALTH/HEALTHCARE PROVIDERS AND ADMINISTRATORS ACROSS MORE THAN 10 ORGANIZATIONS AND AGENCIES WITH TRAUMA-INFORMED PRACTICES TO SUPPORT LGBTQ YOUTH, PATIENTS AND FAMILIES. THESE SESSIONS SPANNED HOSPITALS, BEHAVIORAL HEALTH ORGANIZATIONS, AND SCHOOL AND COMMUNITY-BASED PROVIDERS, ENSURING THAT BEST PRACTICES ARE EMBEDDED IN HEALTHCARE, THERAPEUTIC, AND EDUCATIONAL SETTINGS ACROSS FLORIDA.- THROUGH MONTHLY WEBINARS AND COMMUNITY EDUCATION EVENTS, IN PARTNERSHIP WITH PFLAG AND PTA, WE ENGAGED 270 PARENTS AND FAMILIES, PROVIDING INFORMATION, RESOURCES, AND FOSTERING A SENSE OF COMMUNITY TO STRENGTHEN SUPPORT FOR LGBTQ YOUTH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $957,829 | ExpenseAmt |
| Grant | $5,525 | GrantAmt |
| Revenue | $70,368 | RevenueAmt |
| Desc | OUTREACH:WE ARE WORKING WITH THE MOVEMENT ADVANCEMENT PROJECT (MAP), HOME TO THE "OPEN TO ALL" CAMPAIGN, TO DEEPEN OUR COLLABORATION WITH THEM AND WITH YELP, A COMPANY THAT PUBLISHES A SEARCHABLE DATABASE OF LOCAL BUSINESSES ALONG WITH CROWD-SOURCED REVIEWS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $889,335 | ExpenseAmt |
| Grant | $219 | GrantAmt |
| Desc | MOBILIZATION:LOCAL LEVEL:- PARTICIPATED IN 34 PRIDE EVENTS FROM PENSACOLA TO KEY WEST, GATHERING 9,758 PETITIONS, AND RECRUITING 1,936 NEW VOLUNTEERS.- RECRUITED 518 SIGN-UPS, ACROSS 31 COUNTIES, FOR 115 SCHOOL BOARD MEETINGS TO SPEAK OUT AGAINST BOOK BANNING.STATE LEVEL: - PREVENTED EXTENSIVE BOOK BANS, CHAMPIONED FOR LGBTQ PROCLAMATIONS AND GUIDE RETURNS, AND COUNTERED EXCESSIVE CAUTION IN COMPLYING WITH ANTI-LGBTQ LAWS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $418,700 | ExpenseAmt |
| Grant | $430,000 | GrantAmt |
| Desc | ADVOCACY:LOCAL LEVEL:OUR COMMUNITY ORGANIZERS HAVE ATTENDED OR HOSTED 342 EVENTS IN THEIR LOCAL AREAS INCLUDING COUNTY COMMISSION MEETINGS TO SPEAK ABOUT COMMUNITY SAFETY, SCHOOL BOARD MEETINGS TO SPEAK ON BEHALF OF FAMILIES AND STUDENTS, PROGRESSIVE ORGANIZATION EVENTS MEANT TO BUILD STRONG COMMUNITIES, AND MUCH MORE. EQUALITY FLORIDA COMMUNITY ORGANIZERS HAVE HOSTED EVENTS SUCH AS MONTHLY TRAINING SESSIONS FOR CIVIC ENGAGEMENT, ALIGNMENT MEETINGS WITH ORGANIZATIONS, COMMUNITY UNITY EVENTS, AND THANK YOU EVENTS FOR ENGAGED VOLUNTEERS.STATE LEVEL:RECRUITED OVER 400 PEOPLE TO ATTEND PRIDE AT THE CAPITOL KICK OFF AND OVER 100 MORE TO THE SUBSEQUENT WEEKS OF LEGISLATIVE SESSION. COMMUNITY MEMBERS IN ATTENDANCE WERE TRAINED IN CIVIC ENGAGEMENT AND EFFECTIVE CONVERSATIONS WITH LEGISLATORS ON LGBTQ ISSUES AROUND BILLS BEING HEARD IN THE 2024 SESSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $418,700 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $430,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $5,410,849 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 70 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATSY TAYLOR DIRECTOR OF FINANCE & ACCOUNTING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8502927992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 TOPAZ AVE | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32505 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANNIE HIOTIS | ||||||||
| CHAIR | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DANNY HUMPHRESS | ||||||||
| SECRETARY | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VICTOR DIAZ-HERMAN | ||||||||
| TREASURER | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUSTIN BELL | ||||||||
| DIRECTOR (TERM START 11/2024) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN BOTTCHER | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN BREUMMER | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KEITH DAVENPORT | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JEFF DELMAY | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DANA FARMER | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN MARQUEZ | ||||||||
| DIRECTOR (TERM START 7/2024) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAN VAN TICE | ||||||||
| DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SELISSE BERRY | ||||||||
| DIRECTOR (TERM END 12/2024) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAULINE PARRISH | ||||||||
| DIRECTOR (TERM END 4/2024) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NADINE SMITH | ||||||||
| CEO | 34.00 | 6.00 | Yes (X) | $280,715 | $49,538 | $15,542 | ||
| STRATTON POLLITZER | ||||||||
| DEPUTY DIRECTOR | 34.00 | 6.50 | Yes (X) | $235,859 | $41,622 | $6,910 | ||
| JOSEPH SAUNDERS | ||||||||
| SENIOR POLITICAL DIRECTOR | 34.00 | 6.00 | $108,742 | $19,190 | $4,557 | Yes (X) | ||
| JONATHAN MAURER | ||||||||
| PUBLIC POLICY DIRECTOR | 34.00 | 7.00 | $94,586 | $16,692 | $5,091 | Yes (X) | ||
| BRITTANY LINK-HAYES | ||||||||
| COMMUNICATIONS DIRECTOR | 34.00 | 6.00 | $91,566 | $16,159 | $4,719 | Yes (X) | ||
| DAVID COSTA | ||||||||
| DIRECTOR OF OPERATIONS | 34.00 | 6.25 | $92,055 | $16,245 | $4,619 | Yes (X) | ||
| NICHOLAS MACHUCA | ||||||||
| DEPUTY DEVELOPMENT DIRECTOR | 34.00 | 6.00 | $94,295 | $16,640 | $4,237 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $997,818 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $176,086 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $45,675 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEWPORT ONE INC | |||||
| 21 RAILROAD AVE | DUXBURY | MA | 02332 | DIRECT MAIL CONSULTING | $438,075 |
| HUDSON BAY CO OF ILLINOIS | |||||
| PO BOX 427 | ANOKA | MN | 55303 | PROFESSIONAL FUNDRAISING | $147,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,831,547 | AllOtherContributionsAmt |
| Noncash Contributions | $865,634 | NoncashContributionsAmt |
| Total Contributions | $5,831,547 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GALA EVENTS | 813311 | $96,612 | $96,612 |
| REGISTRATION FEES | 813311 | $83,329 | $83,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $179,941 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,877 | TotalRevenueColumnAmt |
| Exclusion | $135,877 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,057,393 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,929,692 | SecuritiesAmt |
| Other | $515 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $127,701 | SecuritiesAmt |
| Other | -$515 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,186 | TotalRevenueColumnAmt |
| Exclusion | $127,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $173,481 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $181,525 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,044 | TotalRevenueColumnAmt |
| Exclusion | -$8,044 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,972 | TotalRevenueColumnAmt |
| Exclusion | $6,972 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,972 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,273,479 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $179,941 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $261,991 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,344 | TotalAmt |
| Program Services | $443,344 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,658 | TotalAmt |
| Program Services | $482,092 | ProgramServicesAmt |
| Management And General | $53,566 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,700,084 | TotalAmt |
| Program Services | $2,504,358 | ProgramServicesAmt |
| Management And General | $186,038 | ManagementAndGeneralAmt |
| Fundraising | $9,688 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,008 | TotalAmt |
| Program Services | $152,764 | ProgramServicesAmt |
| Management And General | $13,578 | ManagementAndGeneralAmt |
| Fundraising | $3,666 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,091 | TotalAmt |
| Program Services | $290,499 | ProgramServicesAmt |
| Management And General | $51,592 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,261 | TotalAmt |
| Program Services | $228,586 | ProgramServicesAmt |
| Management And General | $12,931 | ManagementAndGeneralAmt |
| Fundraising | $744 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,750 | TotalAmt |
| Management And General | $45,750 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,612 | TotalAmt |
| Fundraising | $77,612 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,927 | TotalAmt |
| Management And General | $19,927 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,691 | TotalAmt |
| Program Services | $304,421 | ProgramServicesAmt |
| Management And General | $122,872 | ManagementAndGeneralAmt |
| Fundraising | $256,398 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,718 | TotalAmt |
| Program Services | $85,011 | ProgramServicesAmt |
| Management And General | $375 | ManagementAndGeneralAmt |
| Fundraising | $63,332 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,844 | TotalAmt |
| Program Services | $93,307 | ProgramServicesAmt |
| Management And General | $83,159 | ManagementAndGeneralAmt |
| Fundraising | $286,378 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,253 | TotalAmt |
| Program Services | $50,957 | ProgramServicesAmt |
| Management And General | $4,073 | ManagementAndGeneralAmt |
| Fundraising | $1,223 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,109 | TotalAmt |
| Program Services | $39,070 | ProgramServicesAmt |
| Management And General | $21,135 | ManagementAndGeneralAmt |
| Fundraising | $904 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,083 | TotalAmt |
| Program Services | $201,985 | ProgramServicesAmt |
| Management And General | $91,534 | ManagementAndGeneralAmt |
| Fundraising | $13,564 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,597 | TotalAmt |
| Program Services | $530,649 | ProgramServicesAmt |
| Management And General | $26,488 | ManagementAndGeneralAmt |
| Fundraising | $21,460 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,086 | TotalAmt |
| Program Services | $1,086 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,181 | TotalAmt |
| Management And General | $9,181 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,109 | TotalAmt |
| Program Services | $2,720 | ProgramServicesAmt |
| Management And General | -$611 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,887,406 | TotalAmt |
| Program Services | $5,410,849 | ProgramServicesAmt |
| Management And General | $741,588 | ManagementAndGeneralAmt |
| Fundraising | $734,969 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,836 | TotalAmt |
| Program Services | $375,918 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $375,917 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,526 | BOYAmt |
| EOY | $111,273 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,910,104 | BOYAmt |
| EOY | $1,261,945 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,658 | BOYAmt |
| EOY | $420,763 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,510 | BOYAmt |
| EOY | $45,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,680 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,750 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,664 | BOYAmt |
| EOY | $1,930 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,064,392 | BOYAmt |
| EOY | $6,837,880 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,119 | BOYAmt |
| EOY | $136,311 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,723,973 | BOYAmt |
| EOY | $8,815,892 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,486 | BOYAmt |
| EOY | $545,064 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,071 | BOYAmt |
| EOY | $99,306 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,806 | BOYAmt |
| EOY | $101,390 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,675 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,231,038 | BOYAmt |
| EOY | $745,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,046,765 | BOYAmt |
| EOY | $6,831,876 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,446,170 | BOYAmt |
| EOY | $1,238,256 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,492,935 | BOYAmt |
| EOY | $8,070,132 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,723,973 | BOYAmt |
| EOY | $8,815,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$613,927 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $191,124 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,539,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,675,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,511,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,855,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,831,547 | CurrentTaxYearAmt |
| Total | $30,413,926 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,539,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,675,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,511,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,855,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,831,547 | CurrentTaxYearAmt |
| Total | $30,413,926 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,546,514 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,867,412 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135,877 | CurrentTaxYearAmt |
| Total | $407,896 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,783 | CurrentTaxYearMinus2YearsAmt |
| Total | $23,283 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,845,105 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,008,215 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $116,100 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $313,900 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $430,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,457,406 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,887,406 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $494,370 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $123,593 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $362,238 | CurrentYearMinus3Amt |
| Current Year Minus2 | $400,410 | CurrentYearMinus2Amt |
| Current Year Minus1 | $452,878 | CurrentYearMinus1Amt |
| Current Year | $494,370 | CurrentYearAmt |
| Total | $1,709,896 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,564,844 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $320,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $350,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $415,000 | CurrentYearMinus1Amt |
| Current Year | $430,000 | CurrentYearAmt |
| Total | $1,515,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $90,560 | CurrentYearMinus3Amt |
| Current Year Minus2 | $100,103 | CurrentYearMinus2Amt |
| Current Year Minus1 | $113,220 | CurrentYearMinus1Amt |
| Current Year | $123,593 | CurrentYearAmt |
| Total | $427,476 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $641,214 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $86,843 | CurrentYearMinus3Amt |
| Current Year Minus2 | $99,526 | CurrentYearMinus2Amt |
| Current Year Minus1 | $112,050 | CurrentYearMinus1Amt |
| Current Year | $116,100 | CurrentYearAmt |
| Total | $414,519 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $324,711 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $41,043 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $365,754 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $284,653 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $40,058 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $324,711 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $321,770 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$37,117 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $284,653 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $321,770 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $54,546 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $54,546 | OtherExpendituresAmt |
| End Year Balance | $321,770 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $321,770 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $50,522 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,522 | OtherExpendituresAmt |
| End Year Balance | $321,770 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,022 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,092 | DepreciationAmt |
| Book Value | $1,930 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,658 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,930 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,741,420 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $191,124 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $199,279 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $390,403 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,351,017 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,927 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $902,535 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $922,462 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,273,479 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,163,708 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $199,279 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $199,279 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,964,429 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,927 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $903,050 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $922,977 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,887,406 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | FUNDS HELD IN TRUST CONSIST OF PASSTHROUGH FUNDS RECEIVED BY EFI TO BE DISBURSED TOWARDS THE OHIO BERLIN ROSEN CONTRACT ON BEHALF OF THE EQUALITY OHIO EDUCATION FUND, A 501(C)(3) ORGANIZATION THAT ADVOCATES AND EDUCATES TO ACHIEVE FAIR TREATMENT AND EQUAL OPPORTUNITY FOR ALL OHIOANS |
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT CONSISTS OF ONE DONOR-RESTRICTED ENDOWMENT FUND ESTABLISHED TO SUPPORT THE OPERATIONS OF THE ORGANIZATION. |
| PART X, LINE 2: | THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME EARNED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS TREATED AS A PUBLICLY SUPPORTED ORGANIZATION, AND NOT AS A PRIVATE FOUNDATION. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC TOPIC 740, RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND DOES NOT BELIEVE IT HAS ANY MATERIAL INCOME TAX EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S TAX FILINGS ARE GENERALLY OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THREE YEARS AFTER THE DATE OF FILING. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GALA EXPENSES NET WITH CONTRIBUTIONS IN AUDIT REPORT 903,050. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -515. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GALA EXPENSES NET WITH CONTRIBUTIONS IN AUDIT REPORT 903,050. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUDSON BAY CO OF ILLINOIS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 941 O ST STE 625 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE CANVASSING, OUTREACH & EDUCATION OF SUPPORTERS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $177,728 | GrossReceiptsAmt |
| Retained By Contractor | $139,686 | RetainedByContractorAmt |
| Net To Organization | $38,042 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $177,728 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $139,686 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $38,042 | TotalNetToOrganizationAmt |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $173,481 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $173,481 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $175,160 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $6,365 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $173,481 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $173,481 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $175,160 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,365 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $181,525 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,044 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | HUDSON BAY COMPANY OF ILLINOIS PROVIDES VARIOUS SERVICES INCLUDING PHONE CANVASSING, MEMBER ACQUISITION, OUTREACH AND EDUCATION. A PORTION OF THESE SERVICES RELATES TO PROGRAM ACTIVITIES. THE AMOUNT PAID TO (OR RETAINED BY) FUNDRAISER REPORTED IN SCHEDULE G, PART I, LINE 2, COLUMN (V) REPRESENTS THE TOTAL PAID FOR ALL SERVICES. THE AMOUNT PAID FOR PROFESSIONAL FUNDRAISING SERVICES IS ESTIMATED TO BE $46,562. THIS AMOUNT HAS BEEN REPORTED AS PROFESSIONAL FUNDRAISING FEES ON FORM 990, PART IX, LINE 11E, COLUMN (D). THE BALANCE OF $93,124 RELATES TO PROGRAM SERVICE ACTIVITIES AND IS REPORTED AS OTHER PROFESSIONAL FEES ON FORM 990, PART IX, LINE 11G, COLUMN (B). | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EQUALITY FLORIDA ACTION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13184 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 471338104 | RecipientEIN |
| IRC Section | 501(C)(4) | IRCSectionDesc |
| Cash Grant | $430,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | FUNDING TO SUPPORT LOBBYING ACTIVITIES | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS VIA APPROVED BUDGETS, PERIODIC BUDGET VS. ACTUAL AND PROGRESS REPORTS, AND SITE VISITS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NADINE SMITH | ||||||||||||||
| CEO | $225,641 | $39,819 | $38,250 | $6,750 | $16,824 | $2,969 | $2,427 | $428 | $10,784 | $1,903 | $293,926 | $51,869 | $0 | $0 |
| STRATTON POLLITZER | ||||||||||||||
| DEPUTY DIRECTOR | $220,225 | $38,863 | $0 | $0 | $15,634 | $2,759 | $2,295 | $405 | $3,578 | $632 | $241,732 | $42,659 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE BOARD APPROVES THE CEO'S COMPENSATION INCLUDING THE TIMING AND AMOUNT OF HER BONUS UPON COMPLETION OF HER ANNUAL PERFORMANCE REVIEW. THE CEO APPROVES BONUSES FOR ALL OTHER STAFF WITHIN THE CONFINES OF THE BOARD APPROVED BUDGET. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $721,187 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE EXCHANGE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 413 | ContributionCnt |
| Noncash Contributions Rpt F990 | $144,447 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | WINNING BID | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | LINE 9, SECURITIES, REPORTS THE NUMBER OF CONTRIBUTIONS. LINE 25, AUCTION ITEMS, REPORTS THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD OF DIRECTORS, THE SECRETARY, THE TREASURER, AND THE CHAIRS OF THE GOVERNANCE AND FINANCE COMMITTEES. THE EXECUTIVE COMMITTEE PROVIDES LEADERSHIP, COORDINATION, AND GUIDANCE TO THE BOARD OF DIRECTORS. BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, SUBJECT TO THE DIRECTION AND CONTROL OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL MONITOR THE PROGRESS OF BOARD COMMITTEES, ASSIST THE CHIEF EXECUTIVE OFFICER IN MEETING PREPARATION, AND PROVIDE GUIDANCE AND ASSISTANCE TO THE CHIEF EXECUTIVE OFFICER AS REQUESTED. THE EXECUTIVE COMMITTEE DOES NOT HAVE THE AUTHORITY TO: (A) FILL VACANCIES ON THE BOARD OF DIRECTORS OR ANY COMMITTEE THEREOF; (B) ADOPT, AMEND, OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS; (C) FIRE OR HIRE THE CHIEF EXECUTIVE OFFICER; AND (D) PERFORM ANY DUTIES RESERVED FOR THE ENTIRE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE CEO, TREASURER AND FINANCE COMMITTEE. THE FORM IS THEN DISTRIBUTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE ACTUAL OR POSSIBLE FINANCIAL INTEREST IMMEDIATELY UPON DISCOVERY. PROCEDURES FOR ADDRESSING THE CONFLICT ARE DOCUMENTED IN THE MINUTES. THE MINUTES SHALL CONTAIN: (A) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; AND (B) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH ALL INTERESTED PERSONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS INCLUDES APPROVAL BY PERSONS WITHOUT A CONFLICT OF INTEREST, USE OF COMPARABILITY DATA, AND RECORDING COMPENSATION DELIBERATIONS. RELEVANT INFORMATION MAY INCLUDE, BUT IS NOT LIMITED TO, COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA OF THE ORGANIZATION, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS, AND ACTUAL WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE COMPENSATED PERSON. REVIEW AND APPROVAL IS PROMPTLY RECORDED IN THE MINUTES AND CONTAIN: (A) THE TERMS OF THE COMPENSATION AND DATE APPROVED; (B) THE NAMES OF THE MEMBERS WHO WERE PRESENT AND VOTED ON THE COMPENSATION; (C) THE COMPARABILITY DATA OBTAINED AND RELIED UPON, AND HOW IT WAS OBTAINED; (D) ANY ACTION TAKEN WITH RESPECT TO CONSIDERATION OF THE COMPENSATION BY A MEMBER WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION; AND (E) IF THE REASONABLE COMPENSATION IS HIGHER OR LOWER THAN THE RANGE OF COMPARABILITY DATA OBTAINED, AND THE BASIS FOR THE DECISION. THE CURRENT SALARY OF OUR CEO HAS BEEN FOUND TO BE IN THE MID-RANGE OF RESEARCHED SALARIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE ON EQUALITY FLORIDA ACTION, INC.'S WEBSITE AT WWW.EQFL.ORG. |
| FORM 990, PART XII, LINE 2C: | THE FINANCE COMMITTEE APPROVES THE RFP, REVIEWS PROPOSALS, AND SELECTS THE INDEPENDENT CPA FIRM. THE CPA FIRM COMMUNICATES DIRECTLY WITH THE FINANCE COMMITTEE DURING AUDIT PLANNING WITH RESPECT TO THE EXPECTED TIMING AND SCOPE OF THE AUDIT AND AT THE CONCLUSION OF THE AUDIT WITH RESPECT TO VARIOUS QUALITATIVE ASPECTS OF THE AUDIT, DIFFICULTIES ENCOUNTERED, AND ANY SIGNIFICANT FINDINGS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| EQUALITY FLORIDA INC | |||||||||
| PO BOX 13184 | ST PETERSBURG | FL | 33733 | 593540715 | CIVIL RIGHTS ADVOCACY DEDICATED TO EQUALITY FOR THE LGBT COMMUNITY | FL | 501(C)(4) | N/A | 0 |
| EQUALITY FLORIDA ACTION INC | |||||||||
| PO BOX 13184 | ST PETERSBURG | FL | 33733 | 471338104 | CIVIL RIGHTS ADVOCACY DEDICATED TO EQUALITY FOR THE LGBT COMMUNITY | FL | 501(C)(4) | N/A | 0 |
| EQUALITY FLORIDA ACTION PAC INC | |||||||||
| PO BOX 13184 | ST PETERSBURG | FL | 33733 | 205335568 | POLITICAL ACTION COMMITTEE DEDICATED TO ELECTING PRO-EQUALITY CANDIDATES | FL | 527 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| EQUALITY FLORIDA ACTION INC | ||
| B | $430,000 | CASH GRANT |
| EQUALITY FLORIDA ACTION INC | ||
| D | $81,320 | INTERCOMPANY BALANCE |
| EQUALITY FLORIDA ACTION INC | ||
| N | SEE PART VII | |
| EQUALITY FLORIDA ACTION INC | ||
| O | SEE PART VII | |
| EQUALITY FLORIDA ACTION INC | ||
| P | SEE PART VII | |
| EQUALITY FLORIDA ACTION INC | ||
| Q | SEE PART VII | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF RELATED ORGANIZATION: EQUALITY FLORIDA ACTION, INC. (EFA) (B) TRANSACTION TYPE: N, O, P, Q (C) AMOUNT INVOLVED: $811,000 (D) METHOD OF DETERMINING AMOUNT INVOLVED: THE ORGANIZATION SHARES CERTAIN COSTS WITH THE NAMED RELATED ORGANIZATION. SHARED COSTS INCLUDE PERSONNEL, CONTRACT LABOR, AND OFFICE SPACE. AMOUNTS PAID TO THE ORGANIZATION BY EFA DURING 2024 WERE APPROXIMATELY $811,000. PERSONNEL COSTS AND OFFICE SPACE ARE ALLOCATED BASED ON THE PERCENTAGE OF TIME SPENT ON EACH ENTITY. REIMBURSEMENTS OF EXPENSES ARE BASED ON THE ACTUAL EXPENSE ASSOCIATED WITH EACH ENTITY. | ExplanationTxt |
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