2015-11-13T15:30:24-06:00 2014-12-31 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 94105 990 2014-01-01 020681855 OUT & EQUAL DBA OUT & EQUAL WORKPLACE ADVOCATES OUT& 4156946500 155 SANSOME STREET NO 450 SAN FRANCISCO CA 94104 TONY TALBOT CFO 4156946500 2015-11-12 1 JOAN S MCMAHON P00966494 4157834000 2014 2016-04-25 22:37:26Z SELISSE KAREN BERRY 155 SANSOME STREET NO 450 SAN FRANCISCO CA 94104 6030853 0 X WWW.OUTANDEQUAL.ORG X 2003 CA OUT & EQUAL WORKPLACE ADVOCATES EDUCATES AND EMPOWERS TO HELP FACILITATE LGBT WORKPLACE EQUALITY. 15 15 30 200 0 0 3109752 3414877 1513078 2536576 1403 2640 -62235 -28826 4561998 5925267 0 0 0 0 1780049 2116531 0 0 749066 2607363 3381951 4387412 5498482 174586 426785 1732144 2275936 497723 610959 1234421 1664977 X OUT & EQUAL WORKPLACE ADVOCATES, EDUCATES, AND EMPOWERS ORGANIZATIONS AND INDIVIDUALS THROUGH PROGRAMS AND SERVICES THAT RESULT IN EQUAL OPPORTUNITIES, PRACTICES AND BENEFITS IN THE WORKPLACE REGARDLESS OF SEXUAL ORIENTATION, GENDER IDENTITY, EXPRESSION OR CHARACTERISTICS. 0 0 4029412 2335091 SUMMIT & PROGRAMS-CONVENED THE 16TH ANNUAL WORKPLACE SUMMIT IN SAN FRANCISCO, CA WITH PARTICIPATION OF 3,200+ PROFESSIONALS FROM A WIDE RANGE OF ORGANIZATIONS AND COUNTRIES; DELIVERED RICH PROGRAMMING THAT COMBINED EDUCATION, NETWORKING AND KEYNOTE ADDRESSES FROM LEADING EXECUTIVES AND OTHERS THAT ARE DRIVING THE MOVEMENT TOWARD WORKPLACE EQUALITY FOR THE LGBT COMMUNITY. - PARTICIPATED GLOBALLY AS KEY NOTE SPEAKER/ PANELIST IN BANGALORE, INDIA, MEXICO, ITALY, SAN PAULO BRAZIL, AND MADRID SPAIN.- SUPPORTED 20 REGIONAL AFFILIATES AND 50+ REGIONAL AFFILIATE EVENTS DURING YEAR, INCLUDING THE NORTHWEST REGIONAL SUMMIT IN SEATTLE.CAREER LINK-SIGNIFICANTLY EXPANDED THE FUNCTIONALITY OF THE OUT & EQUAL LGBT CAREERLINK WEBSITE, AND INCREASED THE NUMBER OF MAJOR ORGANIZATIONS AND JOB-SEEKERS UTILIZING THE SITE.PROGRAMS/EDUCATION-EXPANDED THE ANNUAL EXECUTIVE FORUM TO 52 LGBT SENIOR AND EMERGING EXECTUIVE FORUM, TARGETING LGBT SENIOR AND EMERGING EXECUTIVES FOR TWO DAYS OF PROFESSIONAL DEVELOPMENT, NETWORKING AND ACTION PLANNING, CONCLUDING WITH MOMENTUM GALA CELEBRATION.-IMPLEMENTED A LEARNING MANAGEMENT SYSTEM TO OFFER BEST IN CLASS, ONLINE TRAINING AS WELL AS UPGRADE DIGITAL PLATFORM DESIGNED TO PROVIDE LGBT NONPROFIT ORGANIZATIONS AND CORPORATIONS WITH ACTIONABLE APPROACHES TO FORMING MUTUALLY-BENEFICIAL PARTNERSHIPS.COMMUNITY RELATIONS-FOCUSED ON THE CREATION OF OPPORTUNITIES TO ENGAGE PARTS OF LGBT COMMUNITY THAT HISTORICALLY HAVE BEEN UNDER-REPRESENTED AT OUT & EQUAL EVENTS, AND MORE GENERALLY, IN CORPORATE EMPLOYEE RESOURCE GROUPS (ERG), SPECIFICALLY EMPLOYEES WHO IDENTIFY AS BISEXUAL, TRANSGENDER AND/OR FROM COMMUNITIES OF COLOR.-LAUNCHED AN INDIVIDUAL DONOR AND MAJOR GIFTS PROGRAM TO DIVERSIFY FUNDING SOURCES AND CONNECT THE OUT & EQUAL MISSION TO INDIVIDUAL CONSTITUENTS. 4029412 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 1 30 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 CA X TONY TALBOT 4156946515 155 SANSOME STREET 450 SAN FRANCISCO CA 94104 SELISSE KAREN BERRY CEO 38.00 X X 233000 0 40877 MIKE FELDMAN DIRECTOR 4.00 X 0 0 0 SCOTT BETH VICE PRESIDENT 4.00 X X 0 0 0 JULIE HOGAN DIRECTOR 4.00 X 0 0 0 RENEE BROWN VP OF DEVELOPMENT 4.00 X X 0 0 0 TOM JOHNSON PRESIDENT 4.00 X X 0 0 0 ANGIE WILSON TREASURER 4.00 X X 0 0 0 GEORGE KALOGRIDIS DIRECTOR 4.00 X 0 0 0 DONNA GRIFFIN DIRECTOR 4.00 X 0 0 0 PATRICK O'DONNELL SECRETARY 4.00 X X 0 0 0 BOBBY WILKINSON DIRECTOR 4.00 X 0 0 0 LAURA CRUMLEY DIRECTOR 4.00 X 0 0 0 LORI FOX DIRECTOR 4.00 X 0 0 0 CHARLENE GRABOWSKI DIRECTOR 4.00 X 0 0 0 TAMMY SMITH DIRECTOR 4.00 X 0 0 0 CHARLES LICKEL - RESIGNED 52814 DIRECTOR 1.00 X 0 0 0 CLAUDIA BRIND-WOODY - RESIGNED DIRECTOR 1.00 X 0 0 0 ELEANOR MERCADO - RESIGNED DIRECTOR 1.00 X 0 0 0 233000 0 40877 4 0 1 0 SMGMOSCONE CENTER 747 HOWARD STREET FIFTH FLOOR SAN FRANCISCO CA 94103 SAN FRANCISCO SUMMIT CATERING & VENUE 769106 JSAV 9150 N ROYAL LANE STE 100 IRVING TX 75063 SAN FRANCISCO SUMMIT AV/PRODUCTION 685812 ANDAVO MEETINGS & INCENTIVES 6430 S FIDDLERS GREEN CIR STE 220 GREENWOOD VILLAGE CO 80111 SAN FRANCISCO SUMMIT LOGISTICS 362152 GES 460 B GRANDVIEW DRIVE SOUTH SAN FRANCISCO CA 94080 SAN FRANCISCO SUMMIT EXHIBIT HALL DESIGN 110079 4 171275 3243602 48289 3414877 CONFERENCE FEES 900099 2217112 2217112 SUMMIT HOTEL REBATE 900099 201485 201485 PROGRAM FEES 900099 117979 117979 2536576 2640 2640 57253 171275 102403 -45150 -45150 11193 3183 8010 8010 SPEAKING FEES 5275 5275 EXEC FORUM HOTEL REBAT 3039 3039 8314 5925267 2544890 0 -34500 X 233000 140243 48234 44523 1416859 852807 293307 270745 337137 203463 81905 51769 129535 76396 28976 24163 767303 461840 158841 146622 111016 76936 18156 15924 44358 27105 9040 8213 199150 115464 39812 43874 120706 84816 27327 8563 17048 5812 4138 7098 21822 13027 4604 4191 12105 3838 7147 1120 EVENT PRODUCTION 1853949 1846247 321 7381 BANK FEES 99441 48 23857 75536 TELEPHONE/INTERNET 60206 47158 8225 4823 SUPPLIES 24737 17097 4652 2988 50110 57115 -38538 31533 5498482 4029412 720004 749066 758929 858779 253211 474984 463107 643024 4986 5710 110179 121088 269070 232008 53282 37062 59938 80571 28512 54718 1732144 2275936 314733 395854 172888 128303 10102 86802 497723 610959 X 984959 1150641 249462 514336 1234421 1664977 1732144 2275936 426785 3771 0 X 0 1 X 1 0 X 2714225 3245608 3305312 3109752 3414877 15789774 2714225 3245608 3305312 3109752 3414877 15789774 578655 15211119 2514 19808 4123 1403 2640 30488 153706 36999 52082 46776 68446 358009 16178271 8589999 0.94020 0.92410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34076 34076 0 234994 197932 37062 37062 INSURANCE SETTLEMENT LIABILITY 6802 DEFERRED COMPENSATION 80000 86802 6144247 3771 215209 218980 5925267 0 5925267 5713691 215209 215209 5498482 0 5498482 MOMENTUM 228528 171275 57253 102403 228528 171275 57253 102403 102403 -45150 X X X X 0 0 0 0 0 0 0 0 0 SELISSE KAREN BERRY CEO 233000 0 0 0 0 0 0 0 40877 0 273877 0 0 0 X AIRLINE TICKETS 110 44500 FAIR MARKET VALUE X LAPTOPS WITH SOFTWARE 2 3789 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): PART I, COLUMN (B) NUMBER OF CONTRIBUTIONS - IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE DRAFT FORM IS SUBMITTED TO THE CFO AND TO THE CDO FOR THEIR REVIEW AND COMMENTS. AFTER THE FINAL ADJUSTMENTS AND BEFORE SUBMITTING THE 990 TO THE INTERNAL REVENUE SERVICE, THE CFO WILL GIVE A COPY TO THE CEO, PRESIDENT AND TREASURER OF THE BOARD FOR THEIR REVIEW AND APPROVAL. AFTER RECEIVING THE APPROVAL FROM THE CEO AND BOARD MEMBERS, THE CFO WILL FILE THE FORM WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OUR BOARD MEMBERS SIGNED A CONFLICT OF INTEREST FORM WHEN THEY JOINED THE BOARD, AND THE EXECUTIVE COMMITTEE MANAGES THE POTENTIAL CONFLICT OF INTEREST ON AN ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 15A INDEPENDENT CONSULTANTS MADE RECOMMENDATIONS FOR CEO SALARY BASED ON RESEARCH AND COMPARISONS OF NONPROFIT ORGANIZATIONS NATIONALLY AND IN THE SAN FRANCISCO BAY AREA, INCLUDING BUDGETS, FUNCTIONS AND SIZES OF THE ORGANIZATION. THE CONSULTANTS SUBMITTED THEIR ANALYSIS AND PROPOSAL TO THE PRESIDENT OF THE BOARD OF OUT & EQUAL WHO DISCUSSES IN DETAIL THE OUTCOME AND MADE THEIR RECOMMENDATION TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR THEIR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 OUT & EQUAL PROVIDES EITHER AN ELECTRONIC COPY OR A HARD COPY UPON REQUEST. COPIES ARE SENT VIA EMAIL OR U.S. POSTAL SERVICE. FORM 990, PART IX, LINE 11G CONTRACTORS/PROF FEES: PROGRAM SERVICE EXPENSES 461,840. MANAGEMENT AND GENERAL EXPENSES 158,841. FUNDRAISING EXPENSES 146,622. TOTAL EXPENSES 767,303. TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTS PURSUANT TO THE SMALL BUSINESS EXCEPTION UNDER SECTION 10.11(6)(B)(III) OF REV. PROC. 2015-20, THE TAXPAYER IS CHANGING TO ADOPT THE FINAL TANGIBLE PROPERTY REGULATIONS PROSPECTIVELY WITH ITS TAX YEAR BEGINNING JANUARY 1, 2014, AND WITHOUT FILING A FORM 3115. TAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS.