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← EQUALITY FLORIDA INSTITUTE INC

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 Hiotis

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Victor Diaz-Herman

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Danny Humphress

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Selisse Berry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Susan Bottcher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Angus Bradshaw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Nathan Breummer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Keith Davenport

    DIRECTOR (TERM START 4/2023)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Jeff Delmay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Dana Farmer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Pauline Parrish

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Dan Van Tice

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Barbara Singer

    DIRECTOR (TERM END 4/2023)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Nadine 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 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 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 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-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 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 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

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

  • EQUALITY FLORIDA ACTION INC

    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

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