Form 990 for tax year 2023
Filed by EQUALITY FLORIDA INSTITUTE INC.
Totals
- Total revenue
- $7,075,880
- Total expenses
- $6,057,569
- Contributions and grants received
- $6,855,819
- Grants paid
- $532,803
- Program service revenue
- $89,634
- Investment income
- $137,150
- Other revenue
- -$6,723
- Total assets, end of year
- $9,723,973
- Total liabilities, end of year
- $1,231,038
- Net assets or fund balances, end of year
- $8,492,935
- Program services expenses (Part IX)
- $5,226,364
- Management and general expenses
- $579,859
- Fundraising expenses
- $251,346
- Program service expenses (Part III)
- $5,226,364
Program services were 86.3% 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.
-
1f · All other contributions, gifts and grants
$6,855,819
-
1g · Noncash contributions included above
$981,594
-
2a · Program service revenue: GALA EVENTS
total $71,884 · related or exempt $71,884
-
2b · Program service revenue: REGISTRATION FEES
total $17,750 · related or exempt $17,750
-
3 · Investment income
total $146,922 · excluded $146,922
-
7a · Gross sales of assets other than inventory
securities $5,341,854
-
7b · Less cost or other basis and sales expenses
securities $5,351,626
-
7c · Gain or loss
securities -$9,772
-
7d · Net gain or loss
total -$9,772 · excluded -$9,772
-
8a · Fundraising events: gross income
$132,383
-
8b · Fundraising events: direct expenses
$146,825
-
8c · Net income from fundraising events
total -$14,442 · excluded -$14,442
-
11d · All other revenue
total $7,719 · excluded $7,719
-
11e · Other revenue, total
$7,719
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $532,803 · program services $532,803
-
5 · Compensation of officers, directors and key employees
total $621,456 · program services $559,311 · management and general $62,145
-
7 · Other salaries and wages
total $2,425,866 · program services $2,290,021 · management and general $118,218 · fundraising $17,627
-
8 · Pension plan contributions
total $157,694 · program services $136,601 · management and general $18,213 · fundraising $2,880
-
9 · Other employee benefits
total $284,329 · program services $262,419 · management and general $21,910
-
10 · Payroll taxes
total $227,257 · program services $209,641 · management and general $16,376 · fundraising $1,240
-
11c · Fees: accounting
total $20,275 · program services $375 · management and general $19,900
-
11e · Fees: professional fundraising services
total $52,774 · fundraising $52,774
-
11f · Fees: investment management
total $18,091 · management and general $18,091
-
11g · Fees: other
total $485,337 · program services $311,061 · management and general $58,393 · fundraising $115,883
-
12 · Advertising and promotion
total $82,495 · program services $59,832 · management and general $750 · fundraising $21,913
-
13 · Office expenses
total $267,864 · program services $187,363 · management and general $63,069 · fundraising $17,432
-
14 · Information technology
total $57,274 · program services $51,658 · management and general $4,964 · fundraising $652
-
16 · Occupancy
total $64,105 · program services $44,412 · management and general $17,836 · fundraising $1,857
-
17 · Travel
total $217,477 · program services $127,871 · management and general $80,873 · fundraising $8,733
-
19 · Conferences, conventions and meetings
total $530,081 · program services $449,835 · management and general $69,891 · fundraising $10,355
-
22 · Depreciation, depletion and amortization
total $1,905 · program services $1,905
-
23 · Insurance
total $9,790 · program services $655 · management and general $9,135
-
24e · All other expenses
total $696 · program services $601 · management and general $95
-
26 · Joint costs (an allocation of the lines above)
total $781,500 · program services $390,750 · management and general $0 · fundraising $390,750
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $83,191 · end of year $102,526
-
2 · Savings and temporary cash investments
beginning of year $5,130,667 · end of year $3,910,104
-
3 · Pledges and grants receivable
beginning of year $812,295 · end of year $558,658
-
9 · Prepaid expenses and deferred charges
beginning of year $58,302 · end of year $22,510
-
10a · Land, buildings and equipment: cost or other basis
$18,804
-
10b · Land, buildings and equipment: accumulated depreciation
$16,140
-
10c · Land, buildings and equipment, net
beginning of year $4,569 · end of year $2,664
-
11 · Investments: publicly traded securities
beginning of year $1,583,507 · end of year $5,064,392
-
15 · Other assets
beginning of year $75,486 · end of year $63,119
-
17 · Accounts payable and accrued expenses
beginning of year $498,200 · end of year $440,486
-
19 · Deferred revenue
beginning of year $28,550 · end of year $23,071
-
25 · Other liabilities
beginning of year $0 · end of year $767,481
-
27 · Net assets without donor restrictions
beginning of year $6,500,740 · end of year $7,046,765
-
28 · Net assets with donor restrictions
beginning of year $720,527 · end of year $1,446,170
Mission and programs · 2023
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.
Activities or mission (Part I)
CIVIL RIGHTS EDUCATION DEDICATED TO EQUALITY FOR FLORIDA'S LGBTQ COMMUNITY.
-
EDUCATION:SAFE & HEALTHY SCHOOLS:OUR IMPACT IN 2023 WAS DEFINED BY THREE MAIN EFFORTS: STRATEGIZING WITH SCHOOL DISTRICTS, SUPPORTING PARENT ADVOCACY, AND ENGAGING COMMUNITY MEMBERS IN SCHOOL BOARD MEETINGS. WE WORKED WITH SCHOOL DISTRICTS TO FIND WAYS TO REDUCE THE NEGATIVE EFFECTS OF ANTI-LGBTQ LAWS AND TO SHOW SUPPORT TO THEIR FACULTY, STAFF, STUDENTS, AND FAMILIES.(CONTINUED ON SCHEDULE O)OUR EFFORTS INCLUDED: COLLABORATING WITH 14 SUPERINTENDENTS; COLLABORATING WITH 46 SCHOOL BOARD MEMBERS ACROSS 20 SCHOOL DISTRICTS; CREATING AN LGBTQ SUPPORT GUIDE FOR 10 SCHOOL DISTRICTS TO RESTORE PROTECTIONS REMOVED BY THE STATE; TRAINING ALMOST 1,500 PRINCIPALS, MENTAL HEALTH PROFESSIONALS, TEACHERS, AND OTHER SCHOOL-BASED STAFF REACHING AROUND 38,000 INDIVIDUALS STATEWIDE; HELPING TO SELECT PRO-LGBTQ SUPERINTENDENTS IN 4 SCHOOL DISTRICTS; ENSURING THAT LGBTQ+ HISTORY MONTH WAS RECOGNIZED IN 5 SCHOOL DISTRICTS- WE RECOGNIZED THE NEED TO BUILD A BROADER MOVEMENT TO MAKE A BIGGER IMPACT IN OUR STATE. AS A RESULT, EQUALITY FLORIDA DEVELOPED, FUNDED, AND LAUNCHED OUR PARENTING WITH PRIDE PROGRAM IN JUST FIVE MONTHS. PARENTING WITH PRIDE WAS BUILT ON THREE CORE PILLARS- CARE, ADVOCACY, AND RESISTANCE. BY ENSURING PARENTS KNOW HOW TO CARE FOR THEIR LGBTQ CHILD AND CAN SPEAK CONFIDENTLY TO THE RIGHTS THEIR CHILDREN HAVE, WE CREATED A PIPELINE OF EMPOWERED PARENTS WHO ARE READY TO JOIN THE RESISTANCE AND PUSH BACK AT THE LOCAL AND STATE LEVELS.- THE FALL INTO ACTION CAMPAIGN LAUNCHED IN SEPTEMBER AND SERVED AS THE MAIN OPPORTUNITY TO ENGAGE WITH PARENTS AND FAMILIES WHO WERE READY TO PUSH BACK AGAINST THE HARMFUL LAWS AND RULES BEING PASSED IN FLORIDA. THE EFFORTS, THAT TOOK PLACE OVER THE COURSE OF ONLY THREE MONTHS, ENSURED THESE WINS COULD COME TO FRUITION AND INCLUDED: RECRUITED 1,800 PARENTS TO SHOW UP TO 233 SCHOOL BOARD MEETINGS IN 44 FLORIDA COUNTIES; MOBILIZED PARENTS THROUGH 53 COUNTY-SPECIFIC EBLASTS AND 7 STATEWIDE EBLASTS; HOSTED 8 TRAININGS TO ENSURE PARENTS WERE CONFIDENT AND PREPARED TO GIVE POWERFUL TESTIMONY; HAD AN EQUALITY FLORIDA STAFF PRESENCE AT 43 SCHOOL BOARD MEETINGS; AND SENT THOUSANDS OF TEXTS, CALLS, OR EMAIL REMINDERS TO ENSURE A ROBUST TURNOUT.TRANSGENDER INCLUSION:- TRANSACTION FOCUSED ON BUILDING RELATIONSHIPS WITH TRANS LEADERS IN THE STATE AND UPLIFTING THE WORK OF TRANS-LED ORGANIZATIONS AND INITIATIVES IN THE STATE. TRANSACTION HAS BEEN ABLE TO LINK DOZENS OF INDIVIDUALS HAVING TROUBLE WITH THEIR BIRTH CERTIFICATES TO LEGAL PARTNERS.- CONDUCTED, FACILITATED &/OR PARTICIPATED IN VARIOUS TOWN HALL AND EDUCATIONAL EVENTS WITH EXPERT PANELISTS DISCUSSING VARIOUS TOPICS. - TRANSACTION FLORIDA WORKED CLOSELY WITH THE 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. HIV MODERNIZATION:- FACILITATED CONVERSATIONS BETWEEN PEOPLE AFFECTED BY HIV/AIDS AND ALLIES AND THEIR ELECTED OFFICIALS AND AGENCY LEADERS TO DISCUSS POLICY PRIORITIES FOR PEOPLE LIVING WITH HIV/AIDS.- EQUALITY FLORIDA HAS SYSTEMATICALLY INCORPORATED HIV MODERNIZATION EDUCATION AND ADVOCACY INTO OUR WORK WITH ELECTED OFFICIALS. OUR TEAM REACHES OUT TO VIRTUALLY EVERY PROSPECTIVE STATE LAWMAKER HOUSE, SENATE, AND CABINET TO PROVIDE AN INITIAL BRIEFING ON THE NEED TO MODERNIZE HIV LAWS, SPECIFICALLY BY PLACING IT AS AN ISSUE AT THE CORE OF OUR EFFORTS TO EDUCATE NEW LAWMAKERS.- WE PARTNERED WITH AIDS HEALTHCARE FOUNDATION (AHF) TO BRING 60 ADVOCATES PRIMARILY PLWH AND THEIR ALLIES AND SERVICE PROVIDERS TO THE CAPITOL. IT WAS THE FIRST TIME MANY INDIVIDUALS PARTICIPATED IN THE LEGISLATIVE PROCESS, AND A NUMBER WERE IMPRESSED BY HOW ACCESSIBLE LAWMAKERS WERE INSIDE THE CAPITOL.
Expenses $3,009,107 · Grants $7,353 · Revenue $53,692
-
OUTREACH:EQUALITY MEANS BUSINESS/OPEN DOORS - 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. THEY HAVE ADDED AN LGBTQ-FRIENDLY SEARCH FUNCTION, AND WE WILL BE WORKING WITH MAP TO MAKE FLORIDA A TEST MARKET FOR NATIONAL/STATE COLLABORATION.
Expenses $895,346 · Grants $5,750 · Revenue $35,942
-
MOBILIZATION:LOCAL LEVEL:- PARTICIPATED IN 28 PRIDE EVENTS FROM PENSACOLA TO KEY WEST, GATHERING 10,923 PETITIONS, AND RECRUITING 2,128 NEW VOLUNTEERS.- RECRUITED OVER 1,800 VOLUNTEERS ACROSS 44 COUNTIES TO ATTEND 233 SCHOOL BOARD MEETINGS TO SPEAK OUT FOR THE RIGHTS OF FLORIDA'S LGBTQ STUDENTS.(CONTINUED ON SCHEDULE O)STATE LEVEL: - PREVENTED EXTENSIVE BOOK BANS, ADVOCATED FOR LGBTQ PROCLAMATIONS AND GUIDE RETURNS, AND COUNTERED EXCESSIVE CAUTION IN COMPLYING WITH ANTI-LGBTQ LAWS.- ATTENDED BOARD OF MEDICINE AND BOARD OF OSTEOPATHY MEETINGS THROUGHOUT THE YEAR TO ADVOCATE FOR ACCESS TO GENDER-AFFIRMING CARE. DESPITE SOME FINAL ADOPTION BARRIERS, OUR ADVOCATES SUCCESSFULLY MITIGATED HARM. OUR CONSISTENT PRESENCE AT BOARD OF EDUCATION MEETINGS, WITH OVER 100 ATTENDEES AT EACH SESSION IMPACTING LGBTQ+ STUDENTS AND FAMILIES, PLAYED A CRUCIAL ROLE.
Expenses $696,267 · Grants $4,700
-
ADVOCACY:LOCAL LEVEL:- COLLABORATED WITH COALITION PARTNERS AND COMMUNITIES TO ADVOCATE FOR THE APPOINTMENT OF FOUR LGBTQ-SUPPORTIVE SUPERINTENDENTS IN MAJOR DISTRICTS.- DESPITE CHALLENGES FROM THE STATE BOARD OF EDUCATION, WE PERSUADED MULTIPLE SCHOOL BOARDS TO INTRODUCE LGBTQ GUIDES IN 10 COUNTIES.- FOUGHT AGAINST A CONSERVATIVE BOARD, GAINING NATIONAL ATTENTION FOR RESISTING A BAN ON OVER 300 BOOKS WITH THE SUPPORT OF DEDICATED INDIVIDUALSSTATE LEVEL:- PARTNERED WITH STUDENT AND PROGRESSIVE ORGANIZATIONS TO ADDRESS DIVERSITY, EQUITY, AND INCLUSION PROGRAM REMOVALS ON UNIVERSITY CAMPUSES DURING THE BOARD OF GOVERNORS MEETING FOR THE FIRST TIME THIS YEAR.
Expenses $625,644 · Grants $515,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Annie HiotisANNIE HIOTIS
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Victor Diaz-HermanVICTOR DIAZ-HERMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Danny HumphressDANNY HUMPHRESS
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Selisse BerrySELISSE BERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Susan BottcherSUSAN BOTTCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Angus BradshawANGUS BRADSHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Nathan BreummerNATHAN BREUMMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Keith DavenportKEITH DAVENPORT
DIRECTOR (TERM START 4/2023)
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Jeff DelmayJEFF DELMAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Dana FarmerDANA FARMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Pauline ParrishPAULINE PARRISH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Dan Van TiceDAN VAN TICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Barbara SingerBARBARA SINGER
DIRECTOR (TERM END 4/2023)
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Nadine SmithNADINE SMITH
CEO
- Total calculated
- $384,797
- From this org
- $297,381
- From related orgs
- $52,479
- Other
- $34,937
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $187,646 + $33,114 related
- Bonus
- $67,490 + $11,910 related
- Other
- $42,245 + $7,455 related
- Deferred
- $6,630 + $1,170 related
- Nontaxable benefits
- $23,066 + $4,071 related
- Filer's total
- $327,077 + $57,720 related
-
Stratton PollitzerSTRATTON POLLITZER
DEPUTY DIRECTOR
- Total calculated
- $346,329
- From this org
- $279,269
- From related orgs
- $49,283
- Other
- $17,777
- Hours/week
- 34 + 11 related
Schedule J breakdown matched by us
- Base
- $181,604 + $32,048 related
- Bonus
- $56,610 + $9,990 related
- Other
- $41,055 + $7,245 related
- Deferred
- $6,230 + $1,099 related
- Nontaxable benefits
- $8,881 + $1,567 related
- Filer's total
- $294,380 + $51,949 related
-
Joseph SaundersJOSEPH SAUNDERS
SENIOR POLITICAL DIRECTOR
- Total calculated
- $140,116
- From this org
- $15,886
- From related orgs
- $111,197
- Other
- $13,033
- Hours/week
- 5 + 35 related
-
Jonathan MaurerJONATHAN MAURER
PUBLIC POLICY DIRECTOR
- Total calculated
- $120,389
- From this org
- $87,712
- From related orgs
- $15,478
- Other
- $17,199
- Hours/week
- 34 + 7 related
-
Brittany Link-HayesBRITTANY LINK-HAYES
COMMUNICATIONS DIRECTOR
- Total calculated
- $113,897
- From this org
- $85,645
- From related orgs
- $15,113
- Other
- $13,139
- Hours/week
- 34 + 6 related
-
David CostaDAVID COSTA
DIRECTOR OF OPERATIONS
- Total calculated
- $126,208
- From this org
- $87,468
- From related orgs
- $26,141
- Other
- $12,599
- Hours/week
- 34 + 11 related
-
Donald WalkerDONALD WALKER
DIRECTOR OF FINANCE
- Total calculated
- $103,951
- From this org
- $85,752
- From related orgs
- $15,133
- Other
- $3,066
- Hours/week
- 34 + 6 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 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- 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.
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
-
$415,000
FUNDING TO SUPPORT LOBBYING ACTIVITIES
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.
-
EQUALITY FLORIDA INC
501(C)(4) · CIVIL RIGHTS ADVOCACY DEDICATED TO EQUALITY FOR THE LGBT COMMUNITY · FL
-
501(C)(4) · CIVIL RIGHTS ADVOCACY DEDICATED TO EQUALITY FOR THE LGBT COMMUNITY · FL
-
EQUALITY FLORIDA ACTION PAC INC
527 · POLITICAL ACTION COMMITTEE DEDICATED TO ELECTING PRO-EQUALITY CANDIDATES · FL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 23 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423119349302147
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.