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Nonprofiteer
← EQUALITY CALIFORNIA INSTITUTE

Form 990 for tax year 2023

Filed by EQUALITY CALIFORNIA INSTITUTE.

Totals

Total revenue
$4,573,543
Total expenses
$4,567,770
Contributions and grants received
$2,272,965
Grants paid
$672,250
Program service revenue
$2,749,066
Investment income
$9,529
Other revenue
-$458,017
Total assets, end of year
$3,611,486
Total liabilities, end of year
$1,241,349
Net assets or fund balances, end of year
$2,370,137
Program services expenses (Part IX)
$3,805,479
Management and general expenses
$349,216
Fundraising expenses
$413,075
Program service expenses (Part III)
$3,805,479

Program services were 83.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $580,689

  • 1f · All other contributions, gifts and grants

    $1,692,276

  • 1g · Noncash contributions included above

    $29,300

  • 2a · Program service revenue: HEALTH DISPARITY PROGRAM REVENUE

    total $1,383,522 · related or exempt $1,383,522

  • 2b · Program service revenue: SAFE & SUPPORTIVE SCHOOL PROGRAM

    total $1,031,250 · related or exempt $1,031,250

  • 2c · Program service revenue: CIVIC ENGAGEMENT PROGRAM REVENUE

    total $270,387 · related or exempt $270,387

  • 2d · Program service revenue: SILVER STATE EQUALITY PROGRAM REV

    total $63,907 · related or exempt $63,907

  • 3 · Investment income

    total $9,529 · excluded $9,529

  • 8a · Fundraising events: gross income

    $122,808

  • 8a · Fundraising events: contributions included on line 1c

    $580,689

  • 8b · Fundraising events: direct expenses

    $583,494

  • 8c · Net income from fundraising events

    total -$460,686 · excluded -$460,686

  • 11a · Other revenue: INSURANCE REFUNDS

    total $2,500 · excluded $2,500

  • 11b · Other revenue: MISCELLANEOUS

    total $169 · excluded $169

  • 11e · Other revenue, total

    $2,669

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $672,250 · program services $672,250

  • 5 · Compensation of officers, directors and key employees

    total $117,742 · program services $94,194 · management and general $11,774 · fundraising $11,774

  • 7 · Other salaries and wages

    total $2,272,813 · program services $1,888,281 · management and general $86,236 · fundraising $298,296

  • 9 · Other employee benefits

    total $166,807 · program services $141,697 · management and general $6,592 · fundraising $18,518

  • 10 · Payroll taxes

    total $177,504 · program services $149,788 · management and general $8,405 · fundraising $19,311

  • 11b · Fees: legal

    total $60,928 · program services $60,928

  • 11c · Fees: accounting

    total $84,990 · management and general $84,990

  • 11g · Fees: other

    total $325,921 · program services $316,931 · management and general $3,195 · fundraising $5,795

  • 12 · Advertising and promotion

    total $61,440 · program services $61,440

  • 13 · Office expenses

    total $118,618 · program services $89,625 · management and general $19,540 · fundraising $9,453

  • 16 · Occupancy

    total $125,861 · program services $99,403 · management and general $13,129 · fundraising $13,329

  • 17 · Travel

    total $152,208 · program services $122,121 · management and general $3,989 · fundraising $26,098

  • 19 · Conferences, conventions and meetings

    total $37,788 · program services $37,788

  • 20 · Interest

    total $18,853 · management and general $18,853

  • 22 · Depreciation, depletion and amortization

    total $759 · management and general $759

  • 23 · Insurance

    total $43,108 · program services $23,233 · management and general $16,731 · fundraising $3,144

  • 24a · Other expenses: RECRUITMENT & TRAINING

    total $47,112 · program services $30,003 · management and general $15,172 · fundraising $1,937

  • 24b · Other expenses: BANK CHARGES & MERCHANT

    total $27,724 · management and general $27,724

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $27,355 · program services $14,322 · management and general $10,956 · fundraising $2,077

  • 24d · Other expenses: MISCELLANEOUS

    total $14,157 · program services $3,475 · management and general $7,339 · fundraising $3,343

  • 24e · All other expenses

    total $13,832 · management and general $13,832

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $419,890 · end of year $684,050

  • 2 · Savings and temporary cash investments

    beginning of year $2,070,249 · end of year $737,158

  • 3 · Pledges and grants receivable

    beginning of year $565,500

  • 4 · Accounts receivable

    beginning of year $405,788 · end of year $2,125,409

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,985 · end of year $5,308

  • 10a · Land, buildings and equipment: cost or other basis

    $40,017

  • 10b · Land, buildings and equipment: accumulated depreciation

    $40,017

  • 10c · Land, buildings and equipment, net

    beginning of year $759 · end of year $0

  • 11 · Investments: publicly traded securities

    end of year $30,261

  • 15 · Other assets

    beginning of year $0 · end of year $29,300

  • 17 · Accounts payable and accrued expenses

    beginning of year $241,195 · end of year $309,774

  • 24 · Unsecured notes and loans payable

    beginning of year $491,741 · end of year $212,604

  • 25 · Other liabilities

    beginning of year $377,893 · end of year $718,971

  • 27 · Net assets without donor restrictions

    beginning of year $1,524,985 · end of year $477,301

  • 28 · Net assets with donor restrictions

    beginning of year $828,357 · end of year $1,892,836

Mission and programs · 2023

Mission

TO CREATE A WORLD THAT IS HEALTHY, JUST AND FULLY EQUAL FOR ALL LGBTQ+ PEOPLE.

  • EQUALITY CALIFORNIA INSTITUTE CONDUCTS PUBLIC EDUCATION CAMPAIGNS FOR LGBTQ+ PEOPLE AND OUR ALLIES, WITH THE AIM OF IMPROVING THE QUALITY OF CARE FOR LGBQ+ PEOPLE IN HEALTHCARE, SCHOOL, AND OTHER SETTINGS. OUR AMERICORPS PROGRAM MENTORS LGBTQ+ MIDDLE AND HIGH SCHOOL STUDENTS, TO ENSURE THAT LGBTQ+ STUDENTS HAVE THE OPPORTUNITY TO THRIVE ON CAMPUS. OUR OUT AGAINST BIG TOBACCO PROGRAMS IN LOS ANGELES COUNTY AND IN THE CENTRAL VALLEY ENSURE THAT LOCAL COMMUNITIES ARE AWARE OF PREDATORY ADVERTISING BY BIG TOBACCO IN LGBTQ+ COMMUNITIES AND HAVE THE TOOLS TO ADVOCATE FOR POLICIES TO CURB THAT INFLUENCE IN THEIR LOCAL COMMUNITIES. IN PARTNERSHIP WITH CALIFORNIA'S VA58 CAMPAIGN, WE CREATED LGBTQ+ YOUTH FOCUSED COVID VACCINATION MATERIALS TO INCREASE THE UPTAKE OF VACCINES AND CORRECT MIS- AND DISINFORMATION. OUR DIVERSITY, EQUITY, AND INCLUSION TRAINING OFFERS HEALTHCARE AND HOMELESS SERVICE PROVIDERS TRAINING ON LGBTQ+ IDENTITIES AND BEST PRACTICES FOR SUPPORTING LGBTQ+ CLIENTS. IN PARTNERSHIP WITH THE CALIFORNIA DEPARTMENT OF EDUCATION, OUR TEAM IS WORKING TO DEVELOP AN ONLINE LGBTQ+ TRAINING FOR 7-12TH GRADE CERTIFICATED STAFF IN PUBLIC SCHOOLS. IN PARTNERSHIP WITH CALIFORNIA OFFICE OF EMERGENCY SERVICES, EQUALITY CALIFORNIA INSTITUTE PROVIDES LGBTQ+ PEOPLE WITH INFORMATION AND RESOURCES DESIGNED TO AID THEM IN PREPARING FOR EMERGENCIES AND NATURAL DISASTERS. THE REAL IMPACT CAMPAIGN PROVIDES LGBTQ+ PEOPLE WITH INFORMATION AND RESOURCES FOR REDUCING THE HARM OF OPIOID USE WITHIN OUR COMMUNITIES.

    Expenses $1,479,041 · Grants $161,000 · Revenue $1,383,522

  • EQUALITY CALIFORNIA INSTITUTE IS DEDICATED TO BUILDING POWER WITHIN THE LGBTQ+ COMMUNITY BY TRAINING INDIVIDUALS TO SEEK LEADERSHIP ROLES WITHIN CIVIC LIFE. THROUGH THE COMCAST FELLOWSHIP, WE PLACE LGBTQ+ AND ALLIED COLLEGE STUDENTS IN SUMMER INTERNSHIPS WITH CALIFORNIA STATE LEGISLATIVE OFFICES. THROUGH THE LGBTQ+ LEADERSHIP ACADEMY, WE TRAIN LGBTQ+ LEADERS TO RUN FOR OFFICE AND TO SEEK APPOINTMENTS TO BOARDS AND COMMISSIONS. OUR CALIFORNIA LGBTQ+ LEADERSHIP SUMMIT GATHERS OPENLY LGBTQ+ ELECTED AND APPOINTED OFFICIALS FROM ACROSS THE STATE FOR NETWORKING AND TO DISCUSS PRIORITY ISSUES FOR OUR COMMUNITY. NOSOTROS VIHVIENDO PROGRAM BUILDS THE CAPACITY OF EMERGING LEADERS WORKING ON HIV STIGMA REDUCTION AND INTERVENTION IN LATINE COMMUNITIES.

    Expenses $401,384 · Grants $60,000 · Revenue $270,387

  • EQUALITY CALIFORNIA INSTITUTE EQUIPS LGBTQ+ AND ALLIED STAKEHOLDERS WITH THE TOOLS AND RESOURCES NECESSARY TO CONDUCT ADVOCACY AT THE STATE AND LOCAL LEVEL. IN PARTNERSHIP WITH THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES, OUR STOP THE HATE PROJECT GATHERS LEADERS IN THE LGBTQ+ COMMUNITY TO DEVELOP IDEAS FOR ADDRESSING THE RISE IN HATE CRIMES AND HARASSMENT OF LGBTQ+ PEOPLE, AND OTHER MARGINALIZED COMMUNITIES. FAIR SHARE FOR EQUALITY CONVENES LGBTQ+ LEADERS ACROSS THE STATE EACH YEAR TO DISCUSS BUDGET PRIORITIES AND DEVELOP A STRATEGY FOR STATE AND LOCAL BUDGET ADVOCACY IN SUPPORT OF LGBTQ+ RESOURCES. THE BIENNIAL SAFE AND SUPPORTIVE SCHOOLS REPORT CARD PROVIDES UNIFIED SCHOOL DISTRICTS ACROSS THE STATE WITH THE OPPORTUNITY TO TRANSPARENTLY SHARE THEIR POLICIES AND PRACTICES FOR CREATING A SAFE SCHOOL CLIMATE. ONCE THE RESULTS OF THE REPORT CARD ARE PUBLISHED, EQUALITY CALIFORNIA INSTITUTE STAFF TRAINS STUDENT, PARENT, AND EDUCATOR STAKEHOLDERS HOW TO USE THE REPORT CARD AS AN ADVOCACY TOOL FOR PROMOTING SAFE SCHOOL CLIMATES FOR LGBTQ+ STUDENTS AND STAFF. EQUALITY CALIFORNIA INSTITUTE ALSO CONDUCTS ONGOING CIVIC ENGAGEMENT AND VOTER REGISTRATION EFFORTS, WITH THE AIM OF ENSURING HIGH VOTER TURNOUT AND EXCEPTIONAL LEVELS OF CIVIC ENGAGEMENT FROM LGBTQ+ CALIFORNIANS.

    Expenses $1,393,126 · Grants $451,250 · Revenue $1,031,250

  • EQUALITY CALIFORNIA INSTITUTE'S NEVADA-BASED DBA SILVER STATE EQUALITYINSTITUTE CONDUCTED COMMUNITY OUTREACH AND INCREASED CIVIC ENGAGEMENTON CRITICAL ISSUES IMPACTING THE LGBTQ+ COMMUNITY. THIS INCLUDEDCRITICAL ONGOING RESPONSE EFFORTS TO COVID-19, RAPID RESPONSE TOADDRESS THE SPREAD OF MPOX, AND ONGOING WORK TO REDUCE THE STIGMAAROUND HIV. ADDITIONALLY,SILVER STATE EQUALITY'S NEVADA STUDENT ADVISORY COUNCIL CONVENEDSTUDENTS FROM ACROSS THE STATE TO DISCUSS NEEDED PROTECTIONS AND BEST PRACTICES FOR SUPPORTING LGBTQ+ STUDENTS AND THEIR ALLIES. MOREOVER, SILVER STATE EQUALITY INSTITUTE WORKED ON ITS LEGISLATIVEPRIORITIES FOR 2023 BY MANAGING THE NEVADA EQUALITY COALITION THATSUPPORTS PRO-EQUALITY BILLS MOVING THROUGH THE LEGISLATURE THROUGHPUBLIC EDUCATION AND ADVOCACY. SILVER STATE EQUALITY INSTITUTE ALSOCONTINUED TO RUN AN LGBTQ+ YOUTH IN OUT OF HOME PLACEMENTS WORKGROUPCONSISTING OF ORGANIZATIONS PRIMARILY LOCATED IN NEVADA (WITH A FEWNATIONAL PARTNERS) TO CONTINUE TO ADDRESS THE NEEDS OF YOUTH IN FOSTERCARE, JUVENILE JUSTICE SETTINGS, AND YOUTH EXPERIENCING HOMELESSNESS.

    Expenses $531,928 · Revenue $63,907

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jackie Thomas

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Juan Camacho

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • Rabbi Barbara Zacky

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Jeff Freitas

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Katherine M Forster

    GOVERNANCE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Hon Abigail Medina

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Hon Anna Caballero

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Hon Dallas Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Hon Lena Gonzalez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Hon Lisa Middleton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Hon Rafael Mandelman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Hon Steve Padilla

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Amy Schneider

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Amy Cquartarolo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David Ambroz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David Cruz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Laura Zagar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mark Gonzalez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ryan Harlow Nakano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Beth Collins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Laurie Hasencamp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Tony Hoang

    EXECUTIVE DIRECTOR

    Total calculated
    $294,355
    From this org
    $0
    From related orgs
    $290,057
    Other
    $4,298
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,057 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $1,200 related
    Nontaxable benefits
    $0 + $3,098 related
    Filer's total
    $0 + $294,355 related
  • Theresa Carlisle

    DIRECTOR OF HR AND ADMINISTRATION

    Total calculated
    $137,885
    From this org
    $0
    From related orgs
    $130,052
    Other
    $7,833
    Hours/week
    20 + 20 related
  • Sarah Morrow

    DEVELOPMENT DIRECTOR

    Total calculated
    $143,218
    From this org
    $0
    From related orgs
    $138,813
    Other
    $4,405
    Hours/week
    20 + 20 related
  • Sunitha Menon

    MANAGING DIRECTOR OF OPERATIONS

    Total calculated
    $171,138
    From this org
    $0
    From related orgs
    $167,138
    Other
    $4,000
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,138 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $1,200 related
    Nontaxable benefits
    $0 + $2,800 related
    Filer's total
    $0 + $171,138 related
  • Valerie Ploumpis

    NATIONAL POLICY DIRECTOR

    Total calculated
    $148,882
    From this org
    $0
    From related orgs
    $140,259
    Other
    $8,623
    Hours/week
    20 + 20 related
  • Thomas Temprano

    MANAGING DIRECTOR OF EXTERNAL AFFAIRS

    Total calculated
    $143,166
    From this org
    $0
    From related orgs
    $138,800
    Other
    $4,366
    Hours/week
    20 + 20 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION FOR THE EXECUTIVE DIRECTOR AND THE MANAGING DIRECTOR WAS DETERMINED BY A BOARD COMMISSIONED COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS COMPARISONS TO OTHER SIMILARLY SITUATED NONPROFIT ORGANIZATIONS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202433179349304448

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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