EQUIS INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EQUIS INSTITUTE (EIN 87-1337465)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-16
- IRS object ID
- 202513209349300941
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-16T14:36:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871337465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EQUIS INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EQUI | BusinessNameControlTxt |
| Phone | 2147273746 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 PENNSYLVANIA AVENUE SE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN RESTREPO | PersonNm |
| Person Title | CHAIRPERSON | PersonTitleTxt |
| Phone | 2147273746 | PhoneNum |
| Signature | 2025-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAN RESTREPO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 PENNSYLVANIA AVENUE SE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,353,631 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | EQUISINSTITUTE.US | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2021 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,985,850 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,276,023 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,736 | PYInvestmentIncomeAmt |
| CY Investment Income | $72,776 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,500 | PYOtherRevenueAmt |
| CY Other Revenue | $4,832 | CYOtherRevenueAmt |
| PY Total Revenue | $15,001,086 | PYTotalRevenueAmt |
| CY Total Revenue | $12,353,631 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,580,636 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,823,695 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,842,420 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $360,918 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,728,437 | PYOtherExpensesAmt |
| CY Other Expenses | $8,706,142 | CYOtherExpensesAmt |
| PY Total Expenses | $12,602,132 | PYTotalExpensesAmt |
| CY Total Expenses | $16,129,198 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,398,954 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,775,567 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,051,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,570,720 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,676,683 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,142,811 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,374,417 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,427,909 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,269,636 | ExpenseAmt |
| Grant | $920,000 | GrantAmt |
| Desc | RESEARCHEQUIS INSTITUTE PROVIDES LATINO-SERVING GROUPS WITH ACTIONABLE RESEARCH TO HELP STRENGTHEN THEIR PROGRAMS AND OUTREACH EFFORTS. IN 2024, THE RESEARCH TEAM POLLED 24,666 INDIVIDUALS ACROSS MULTIPLE KEY STATES, WITH TARGETED OVERSAMPLING IN CRITICAL SWING STATES TO ENSURE ACCURACY AND DEPTH OF INSIGHTS. IN TOTAL, 18 POLLS WERE CONDUCTED, INCLUDING 8 KEY STATE POLLS, 1 RECONTACT POLL, AND 9 STATE-SPECIFIC POLLS DESIGNED TO CAPTURE THE NUANCES OF LOCAL RACES AND ISSUES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,904,841 | ExpenseAmt |
| Desc | YOUTUBE PROJECTTHE 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 MISINFORMATION, AND TO BUILD CONFIDENCE AND TRUST IN OUR DEMOCRATIC INSTITUTIONS. LAUNCHED TWO NEW CHANNELS: A VER A VER+, WHICH EXPANDS OUR NETWORK THROUGH POP CULTURE CONTENT, AND PUEBLO EXTRANO, WHICH BUILDS A MILLENNIAL MALE AUDIENCE THROUGH TALK SHOWS EXPLORING CULTURAL, POLICY, AND PERSONAL ISSUES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,314,035 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Desc | CULTURAL MOBILIZATIONTHROUGH THE CULTURAL MOBILIZATION PROJECT, EQUIS PARTNERED WITH DOZENS OF STATE, LOCAL, AND NATIONAL ORGANIZATIONS TO ORGANIZE A LARGER CULTURAL MOMENT OF LATINO PRIDE AROUND THE FILM, FLAMIN' HOT. WE FILLED 29 SCREENINGS NATIONWIDE, GENERATING 151 MILLION COMBINED TIKTOK AND INSTAGRAM IMPRESSIONS. THE SUCCESS OF THE GRASSROOTS CAMPAIGN NOT ONLY TURNED THE MOVIE INTO A COMMUNITY-WIDE CULTURAL EVENT BUT ALSO LED TO AN OSCAR NOMINATION, CULMINATING IN A HISTORIC BILINGUAL PERFORMANCE DURING THE OSCARS TELECAST. THIS EFFORT CONNECTED OVER 100 PARTNERS FROM HOLLYWOOD, ADVOCACY, AND COMMUNITY ORGANIZATIONS, TURNING A SHARED CULTURAL MOMENT INTO AN ORGANIZING WIN FOR THE LATINO COMMUNITY. THE CONEXIONES PROGRAM EXPANDED IN 2023 TO FOSTER DEEPER CONNECTIONS AMONG LATINO LEADERS WITH THEIR MEXICAN HERITAGE. THE 2023 DELEGATION TO MEXICO CITY, UNITED PROMINENT FIGURES FROM ENTERTAINMENT, BUSINESS, AND PHILANTHROPY AND INSPIRED NEW CREATIVE PROJECTS AND DEEPENED U.S.-MEXICO TIES. 100% OF PARTICIPANTS REPORTED A BETTER UNDERSTANDING OF THE U.S.-MEXICO RELATIONSHIP. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $1,616,696 | $355,000 | LAPIZEQUIS INSTITUTE LAUNCHED THE LATINO POLITICAL INNOVATION ZONES (LAPIZ) PROGRAM TO DEVELOP A PRACTICAL PLAYBOOK FOR MOVEMENT ORGANIZATIONS SEEKING TO INCREASE LATINO VOTER PARTICIPATION.THE LAPIZ INITIATIVE ENLISTED LOCAL PARTNERS TO TEST THE IMPACT OF EQUIS-ORGANIZED PARTIES-TO-THE-POLLS IN THREE COMMUNITIES. THE PROGRAM SUCCESSFULLY TESTED NEW APPROACHES WHILE ENGAGING AND EDUCATING 6,200 ATTENDEES THROUGH LOCAL FIESTAS, REACHING 192,000 HOUSEHOLDS WITH MAIL, AND GENERATING 9.7 MILLION DIGITAL AND CONNECTED TV VOTER EDUCATION IMPRESSIONS. |
| $1,616,602 | $255,636 | OTHER PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,233,298 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $610,636 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $12,721,810 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL CABALLERO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2147273746 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 PENNSYLVANIA AVENUE SE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| CARLOS ODIO | ||||||
| BOARD MEMBER (SEE SCH. O) | 1.00 | Yes (X) | $121,758 | $0 | $6,072 | |
| DAN RESTREPO | ||||||
| CHAIRPERSON (SEE SCH. O) | 1.00 | Yes (X) | $26,518 | $0 | $0 | Yes (X) |
| JACQUELINE GARCEL | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KENIA MORALES | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LUIS AVILA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRISTINA JIMENEZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE VALENCIA | ||||||
| EXECUTIVE DIRECTOR (SEE SCH. O) | 10.00 | $129,593 | $0 | $11,250 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $277,869 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,322 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RISING TIDE INTERACTIVE LLC | |||||
| 529 14TH STREET NW SUITE 709 | WASHINGTON | DC | 20045 | MEDIA BUY, AD DEV., & MESSAGING/STRAT. C | $1,095,000 |
| SOLIDARITY STRATEGIES LLC | |||||
| 247 16TH STREET SE | WASHINGTON | DC | 20003 | PRODUCE & EXECUTE DIGITAL PAID MEDIA PLA | $960,288 |
| MARKHAM GROUP | |||||
| 2001 S STREET NW SUITE 600 | WASHINGTON | DC | 20009 | PRE-PLANNING & EXECUTION OF CULTURAL MEX | $229,265 |
| THE HOLLYWOOD REPORTER | |||||
| 11175 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | ADVERTISING | $185,000 |
| FOUR STAR VENTURES LLC | |||||
| 1037 1/2 S CLOVERDALE AVE | LOS ANGELES | CA | 90019 | MEDIA & ENTERTAINMENT CONSULTING | $145,773 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $12,276,023 | AllOtherContributionsAmt |
| Noncash Contributions | $744,758 | NoncashContributionsAmt |
| Total Contributions | $12,276,023 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,776 | TotalRevenueColumnAmt |
| Exclusion | $72,776 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,832 | TotalRevenueColumnAmt |
| Exclusion | $4,832 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,832 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,353,631 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $77,608 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,580,636 | TotalAmt |
| Program Services | $1,580,636 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,191 | TotalAmt |
| Program Services | $157,273 | ProgramServicesAmt |
| Management And General | $75,671 | ManagementAndGeneralAmt |
| Fundraising | $62,247 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,357,092 | TotalAmt |
| Program Services | $2,857,051 | ProgramServicesAmt |
| Management And General | $1,301,293 | ManagementAndGeneralAmt |
| Fundraising | $198,748 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,744 | TotalAmt |
| Program Services | $469,212 | ProgramServicesAmt |
| Management And General | $282,172 | ManagementAndGeneralAmt |
| Fundraising | $46,360 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,393 | TotalAmt |
| Program Services | $254,871 | ProgramServicesAmt |
| Management And General | $115,953 | ManagementAndGeneralAmt |
| Fundraising | $21,569 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,284 | TotalAmt |
| Program Services | $40,518 | ProgramServicesAmt |
| Management And General | $113,766 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,240 | TotalAmt |
| Program Services | $20,592 | ProgramServicesAmt |
| Management And General | $56,648 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,139,272 | TotalAmt |
| Program Services | $3,313,345 | ProgramServicesAmt |
| Management And General | $825,052 | ManagementAndGeneralAmt |
| Fundraising | $875 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,382,292 | TotalAmt |
| Program Services | $2,364,239 | ProgramServicesAmt |
| Management And General | $17,426 | ManagementAndGeneralAmt |
| Fundraising | $627 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,493 | TotalAmt |
| Program Services | $20,865 | ProgramServicesAmt |
| Management And General | $27,535 | ManagementAndGeneralAmt |
| Fundraising | $93 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,065 | TotalAmt |
| Program Services | $278,687 | ProgramServicesAmt |
| Management And General | $147,156 | ManagementAndGeneralAmt |
| Fundraising | $2,222 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,591 | TotalAmt |
| Program Services | $416 | ProgramServicesAmt |
| Management And General | $1,175 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,366 | TotalAmt |
| Program Services | $554,651 | ProgramServicesAmt |
| Management And General | $42,382 | ManagementAndGeneralAmt |
| Fundraising | $24,333 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,404 | TotalAmt |
| Program Services | $71,651 | ProgramServicesAmt |
| Management And General | $12,396 | ManagementAndGeneralAmt |
| Fundraising | $357 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,372 | TotalAmt |
| Program Services | $3,372 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCTION EXPENSE | $706,899 | $700,867 | $5,378 | $654 |
| HONORARIUM | $15,575 | $15,575 | ||
| DUES & SUBSCRIPTIONS | $15,389 | $9,743 | $3,475 | $2,171 |
| LIC. & MEMBERSHIPS | $12,893 | $741 | $12,108 | $44 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,007 | TotalAmt |
| Program Services | $7,505 | ProgramServicesAmt |
| Management And General | $6,884 | ManagementAndGeneralAmt |
| Fundraising | $618 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,129,198 | TotalAmt |
| Program Services | $12,721,810 | ProgramServicesAmt |
| Management And General | $3,046,470 | ManagementAndGeneralAmt |
| Fundraising | $360,918 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,517,270 | BOYAmt |
| EOY | $1,319,476 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,009,736 | BOYAmt |
| EOY | $5,082,512 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,519,094 | BOYAmt |
| EOY | $2,138,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $21,257 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $9,475 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,051,100 | BOYAmt |
| EOY | $8,570,720 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,097 | BOYAmt |
| EOY | $640,477 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,427,586 | BOYAmt |
| EOY | $502,334 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,676,683 | BOYAmt |
| EOY | $1,142,811 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,855,323 | BOYAmt |
| EOY | $6,629,012 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,519,094 | BOYAmt |
| EOY | $798,897 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,374,417 | BOYAmt |
| EOY | $7,427,909 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,051,100 | BOYAmt |
| EOY | $8,570,720 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,775,567 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $829,059 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,772,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,599,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,985,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,276,023 | CurrentTaxYearAmt |
| Total | $46,633,039 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,772,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,599,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,985,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,276,023 | CurrentTaxYearAmt |
| Total | $46,633,039 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $24,739,829 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,893,210 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $9,736 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,776 | CurrentTaxYearAmt |
| Total | $82,512 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,832 | CurrentTaxYearAmt |
| Total | $12,482 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,728,033 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER INCOME - 2022 AMOUNT: $ 2,150. 2023 AMOUNT: $ 5,500. 2024 AMOUNT: $ 4,832. |
| PART II, SHORT YEAR EXPLANATION: | THE ORGANIZATION BEGAN OPERATIONS JUNE 16, 2021 THEREFORE, 2021 REFLECTS SHORT-YEAR ACTIVITY. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO EQUIS RESEARCH | Desc |
| Amt | $502,334 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $502,334 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| PODERISTAS COMMUNITY FUND | ||||||||
| 1728 OCEAN AVE PMB 178 | SAN FRANCISCO | CA | 94112 | 881070114 | 501(C)(3) | $50,000 | $0 | GENERAL OPERATING GRANT |
| CENTRAL VALLEY WORKERS CENTER | ||||||||
| 633 N VAN NESS AVE | FRESNO | CA | 93728 | 831708059 | 501(C)(3) | $35,000 | $0 | LAPIZ (LATINO POLITICAL INNOVATION ZONES) |
| MAKE THE ROAD PA | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | 843988830 | 501(C)(3) | $35,000 | $0 | LAPIZ (LATINO POLITICAL INNOVATION ZONES) |
| NM COMUNIDADES EN ACCION Y DE FE | ||||||||
| 901 S MAIN ST 1 | LAS CRUCES | NM | 88001 | 273310051 | 501(C)(3) | $35,000 | $0 | LAPIZ (LATINO POLITICAL INNOVATION ZONES) |
| THE SEMILLA PROJECT | ||||||||
| PO BOX 37197 | ALBUQUERQUE | NM | 37197 | 863311049 | 501(C)(3) | $35,000 | $0 | LAPIZ (LATINO POLITICAL INNOVATION ZONES) |
| VALLEY VOICES | ||||||||
| 729 W LACEY BLVD 9 | HANFORD | CA | 93230 | 843911625 | 501(C)(3) | $35,000 | $0 | LAPIZ (LATINO POLITICAL INNOVATION ZONES) |
| DOLORES C HUERTA FOUNDATION | ||||||||
| 1201 24TH ST STE D | BAKERSFIELD | CA | 93303 | 912145992 | 501(C)(3) | $35,000 | $0 | LAPIZ (LATINO POLITICAL INNOVATION ZONES) |
| NUESTRA TIERRA CONSERVATION | ||||||||
| 420 W GRIGGS AVE | LAS CRUCES | NM | 88005 | 842294981 | 501(C)(3) | $35,000 | $0 | LAPIZ (LATINO POLITICAL INNOVATION ZONES) |
| COMMUNITY ACTION AGENCY OF SOUTHERN NEW MEXICO | ||||||||
| 3880 FOOTHILLS RD SUITE A | LAS CRUCES | NM | 88011 | 850196070 | 501(C)(3) | $35,000 | $0 | LAPIZ (LATINO POLITICAL INNOVATION ZONES) |
| PRIORITIES USA FOUNDATION | ||||||||
| 600 PENNSYLVANIA AVE SE 15845 | WASHINGTON | DC | 20003 | 820675521 | 501(C)(3) | $250,000 | $0 | SELFLESS VOTING GOTV ADS |
| SOMOS VOTANTES EDUCATION FUND | ||||||||
| 114 NORTH MAIN STREET SUITE 201 | CONCORD | NH | 03301 | 822861559 | 501(C)(3) | $670,000 | $0 | GOTV MAILERS |
| DIGITAL DEMOCRACY INSTITUTE OF THE AMERICAS | ||||||||
| 1220 L STREET NW STE 100 454 | WASHINGTON | DC | 20005 | 932427105 | 501(C)(3) | $255,636 | $0 | GENERAL OPERATING GRANT AND REGRANTING REMAINING FISCAL SPONSOR FUNDS |
| INCLUDUS FUND | ||||||||
| 1640 BORO PL FL 4 | MCLEAN | VA | 22102 | 922237902 | 501(C)(3) | $40,000 | $0 | CO-HOST CIVIC ENGAGEMENT EVENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. INCLUDE OBTAINING REPORTS THAT SUPPORT THE BUDGETED AMOUNTS SUBMITTED WITH THE GRANT REQUEST ARE SPENT ACCORDINGLY. FINANCIAL REPORTS ARE PERIODICALLY OBTAINED TO SUPPORT THE GRANT EXPENDITURES ARE CONSISTENT WITH THE WRITTEN AGREEMENT. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EQUIS RESEARCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | STEPHANIE VALENCIA, | RelationshipDescriptionTxt |
| Transaction | $8,712,133 | TransactionAmt |
| Transaction | PURSUANT TO | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: EQUIS RESEARCH(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:STEPHANIE VALENCIA, EQUIS INSTITUTE EXECUTIVE DIRECTOR, AND. CARLOS ODIO, EQUIS INSTITUTE BOARD MEMBER, HAVE OWNERSHIP IN EQUIS RESEARCH.(D) PURSUANT TO APPROVAL OF THE EQUIS INSTITUTE BOARD OF DIRECTORS, EQUIS INSTITUTE REIMBURSED EQUIS RESEARCH FOR PAYROLL AND OPERATIONAL EXPENSES UNDERTAKEN ON EQUIS INSTITUTE'S BEHALF. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $744,758 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | THE ORGANIZATION LAUNCHED THE LAPIZ PROGRAM. |
| FORM 990, PART VI, SECTION A, LINE 2 | STEPHANIE VALENCIA AND CARLOS ODIO HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | EQUIS INSTITUTE'S OUTSIDE CPA FIRM AND THE DIRECTOR OF OPERATIONS & FINANCE PREPARE THE FORM 990. THE FORM IS REVIEWED AND APPROVED BY THE ORGANIZATION'S DIRECTOR OF OPERATIONS, FINANCE, & LEGAL COUNSEL. THE FORM IS PROVIDED TO THE FULL BOARD FOR REVIEW BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT COVERS ALL OFFICERS, DIRECTORS, AND EMPLOYEES (COVERED PERSONS). ALL COVERED PERSONS MUST COMPLETE AN ANNUAL DISCLOSURE STATEMENT AND DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST WITH RESPECT TO ALL BUSINESS AND FAMILY RELATIONSHIPS. IF THE BOARD IDENTIFIES ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST, SUCH PERSONS ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. THE GOAL OF THE POLICY IS TO PROTECT EQUIS INSTITUTE FROM PRIVATE INUREMENT OR POSSIBLE EXCESS BENEFIT TRANSACTIONS. FOLLOWING ARE THE MAIN ELEMENTS OF THE POLICY: 1. INTERESTED PERSON - ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. 2. FINANCIAL INTEREST - A PERSON HAS A FINANCIAL INTEREST IF THE PERSON HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT, OR FAMILY: A. AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, B. A COMPENSATION ARRANGEMENT WITH THE ORGANIZATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, OR C. A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. COMPENSATION INCLUDES DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS THAT ARE NOT INSUBSTANTIAL. A FINANCIAL INTEREST IS NOT NECESSARILY A CONFLICT OF INTEREST. 1. DUTY TO DISCLOSE - IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS - AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. BOARD MEMBERS AND ORGANIZATIONAL LEADERSHIP WILL FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT AT THE ANNUAL MEETING OF THE BOARD. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE LEAVES THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. C. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY: A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS CONTAIN THE NAMES OF THE PERSONS WITH THE ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, AND ANY ACTION TAKEN. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS WILL ALSO BE INCLUDED IN THE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A: | EQUIS RESEARCH, AN AFFILIATED, BUT UN-RELATED ORGANIZATION FOR TAX PURPOSES, ISSUES COMPENSATION ON BEHALF OF EQUIS INSTITUTE. EQUIS RESEARCH AND EQUIS INSTITUTE HAVE A COST-SHARING AGREEMENT IN WHICH EQUIS INSTITUTE REIMBURSES EQUIS RESEARCH FOR EXPENSES INCURRED. THE COMPENSATION REPORTED FOR STEPHANIE VALENCIA, AND CARLOS ODIO IS EQUIS INSTITUTE'S ALLOCABLE SHARE. THE ORGANIZATION COMPENSATED DAN RESTREPO FOR CONSULTING SERVICES UNRELATED TO HIS BOARD DUTIES. |
| FORM 990, PART IX, LINE 11G | CONTRACTORS: PROGRAM SERVICE EXPENSES 2,368,072. MANAGEMENT AND GENERAL EXPENSES 261,984. FUNDRAISING EXPENSES 875. TOTAL EXPENSES 2,630,931. POLLING: PROGRAM SERVICE EXPENSES 530,667. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 530,667. TESTING: PROGRAM SERVICE EXPENSES 51,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,350. FOCUS GROUPS: PROGRAM SERVICE EXPENSES 10,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,750. DATA ACQUISITION & SERVICES: PROGRAM SERVICE EXPENSES 80,452. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,452. SHARED SERVICES FEE: PROGRAM SERVICE EXPENSES 272,054. MANAGEMENT AND GENERAL EXPENSES 563,068. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 835,122. |