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← EQUIS INSTITUTE

Form 990 for tax year 2022

Filed by EQUIS INSTITUTE.

Totals

Total revenue
$10,601,316
Total expenses
$11,104,790
Contributions and grants received
$10,599,166
Grants paid
$3,383,544
Program service revenue
$0
Investment income
$0
Other revenue
$2,150
Total assets, end of year
$8,019,795
Total liabilities, end of year
$44,332
Net assets or fund balances, end of year
$7,975,463
Program services expenses (Part IX)
$9,831,776
Management and general expenses
$1,263,058
Fundraising expenses
$9,956
Program service expenses (Part III)
$9,831,776

Program services were 88.5% 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.

  • 1f · All other contributions, gifts and grants

    $10,599,166

  • 11a · Other revenue: SPEAKER FEES

    total $2,150 · excluded $2,150

  • 11e · Other revenue, total

    $2,150

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,383,544 · program services $3,383,544

  • 7 · Other salaries and wages

    total $1,377,828 · program services $1,102,262 · management and general $272,810 · fundraising $2,756

  • 9 · Other employee benefits

    total $130,068 · program services $104,054 · management and general $25,754 · fundraising $260

  • 10 · Payroll taxes

    total $223,739 · program services $178,991 · management and general $44,301 · fundraising $447

  • 11a · Fees: management

    total $806,162 · program services $644,930 · management and general $161,232

  • 11b · Fees: legal

    total $82,760 · program services $66,208 · management and general $16,552

  • 11c · Fees: accounting

    total $23,452 · program services $18,761 · management and general $4,691

  • 11g · Fees: other

    total $3,041,146 · program services $2,432,916 · management and general $602,147 · fundraising $6,083

  • 12 · Advertising and promotion

    total $30,947 · program services $24,758 · management and general $6,128 · fundraising $61

  • 13 · Office expenses

    total $60,573 · program services $48,459 · management and general $11,993 · fundraising $121

  • 14 · Information technology

    total $756,004 · program services $733,292 · management and general $22,484 · fundraising $228

  • 16 · Occupancy

    total $33,335 · program services $26,667 · management and general $6,668

  • 17 · Travel

    total $250,074 · program services $200,059 · management and general $50,015

  • 19 · Conferences, conventions and meetings

    total $14,671 · program services $11,737 · management and general $2,934

  • 20 · Interest

    total $1,244 · program services $995 · management and general $249

  • 23 · Insurance

    total $115 · program services $92 · management and general $23

  • 24a · Other expenses: PRODUCTION EXPENSES

    total $577,832 · program services $577,832

  • 24b · Other expenses: RESEARCH EXPENSES

    total $135,912 · program services $135,912

  • 24c · Other expenses: MEALS & ENTERTAINMENT

    total $99,918 · program services $79,934 · management and general $19,984

  • 24d · Other expenses: STAFF DEVELOPMENT

    total $37,605 · program services $30,084 · management and general $7,521

  • 24e · All other expenses

    total $37,861 · program services $30,289 · management and general $7,572

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,460,082 · end of year $7,553,121

  • 4 · Accounts receivable

    end of year $650

  • 15 · Other assets

    beginning of year $58,692 · end of year $466,024

  • 17 · Accounts payable and accrued expenses

    beginning of year $39,837 · end of year $44,332

  • 27 · Net assets without donor restrictions

    beginning of year $8,478,937 · end of year $7,975,463

Mission and programs · 2022

Mission

EQUIS INSTITUTE'S MISSION IS TO CREATE A BETTER UNDERSTANDING OF LATINX COMMUNITIES, INVEST IN INNOVATIVE APPROACHES TO REACH AND ENGAGE THEM, AND CONVENE LATINX LEADERS FOR THE GROWTH AND LONG TERM SUSTAINABILITY OF THE SECTOR.

Activities or mission (Part I)

EQUIS INSTITUTE IS A HUB FOR LEADERS IN THE LATINO COMMUNITY WHO WANT TO FOSTER A BETTER CONNECTION BETWEEN LATINX COMMUNITIES AND THE DEMOCRATIC PROCESS. TO CONVENE PARTNERS AROUND INNOVATIVE RESEARCH AND IDEAS AND PROVIDE CAPACITY BUILDING AND TRAINING OPPORTUNITIES FOR NATIONAL, STATE, AND LOCAL LEADERS.

  • LAPIZEQUIS RAN A PROGRAM CALLED THE LATINO POLITICAL INNOVATION ZONES (LAPIZ) TO HELP DEVELOP A PLAYBOOK FOR MOVEMENT GROUPS TO TURNOUT LATINO VOTERS. THIS PLAYBOOK AIMS TO GET US CLOSER TO PARTICIPATION AT LEVELS TO COMMENSURATE WITH OUR POTENTIAL. THESE EFFORTS INCLUDED 332,906 DOOR KNOCKS, 588,085 MAILERS, 6 DIGITAL ADS, 49 ORGANIZING EVENTS, AND 4 RADIO ADS.

    Expenses $6,551,526 · Grants $3,383,544

  • YOUTUBE MOONSHOTTHE YOUTUBE INITIATIVE LEADS THE CHARGE IN CULTURALLY-RELEVANT, ENGAGING CONTENT CREATION, THAT HELPS LATINOS MAKE SENSE OF THE WORLD, POLITICS, AND CURRENT EVENTS TO INOCULATE LATINO VOTERS AGAINST HARMFUL NARRATIVES AND MIS/DISINFORMATION AND BUILD CONFIDENCE AND TRUST IN OUR DEMOCRATIC INSTITUTIONS. THE YOUTUBE INITIATIVE LAUNCHED TWO CHANNELS IN 2022. EN SERIO DEVELOPED 63 VIDEOS THAT HAVE BEEN PUBLISHED AND HAVE 5 MILLION TOTAL VIEWS. LUNARIO INFORMA HAS PUBLISHED 32 VIDEOS, HALF IN SPANISH AND HALF IN ENGLISH.

    Expenses $1,908,022

  • RESEARCHPROVIDE LATINO-SERVING GROUPS WITH ACTIONABLE RESEARCH TO HELP STRENGTHEN THEIR PROGRAMS AND OUTREACH EFFORTS. OUR RESEARCH THIS YEAR CONTINUED TO TACKLE SOME OF THE BIGGER ISSUES AND QUESTIONS OUR PARTNERS FACE EVERY DAY, FROM HOW TO BETTER UNDERSTAND THE REAL THREAT OF DISINFORMATION AND MISINFORMATION, TO HOW TO DEAL WITH THE ISSUE OF LANGUAGE IN OUR COMMUNITY. WE COLLECTED 14,850 DIGITAL LATINO SURVEY RESPONSES AND CONDUCTED 11 FOCUS GROUPS AND 18 POLLS.

    Expenses $1,372,228

As filed on the 2022 return.

Listed in Part VII

  • Jacqueline Garcel

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Dan Restrepo

    CHAIRPERSON

    Total calculated
    $8,631
    From this org
    $8,631
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Luis Avila

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tory Gavito

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cristina Jimenez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Carlos Odio

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kenia Morales

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Valencia

    PRESIDENT/CEO

    Total calculated
    $0
    Hours/week
    10

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.

Grants on this return

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

Provenance

Return type
form_990
Tax year
2022
Filed
21 September 2023
IRS schema version
2022v5.0
Source object
202333139349305093

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

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