EQUALITY FEDERATION INSTITUTE

EIN: 810670151 501(c)(3) Civil Rights & Advocacy

PORTLAND, OR

Total Revenue
$2,625,609
Total Expenses
$3,497,256
Total Assets
$4,308,587
Net Assets
$4,198,491
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
DC
Principal Officer
FRANCES HUTCHINS
Phone
9293733370
Tax Period
2023-01-01 to 2023-12-31

EQUALITY FEDERATION INSTITUTE, founded in 2005, is a community nonprofit in the Civil Rights & Advocacy sector that reported $2.6M in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $3.5M exceeded revenue, resulting in a 33% operating deficit.

Mission

EQUALITY FEDERATION INSTITUTE IS AN ADVOCACY ACCELERATOR ROOTED IN SOCIAL JUSTICE, BUILDING POWER IN OUR NETWORK OF STATE-BASED LESBIAN, GAY, BISEXUAL, TRANSGENDER, AND QUEER (LGBTQ+) ADVOCACY ORGANIZATIONS.

Program Service Accomplishments

Program 1
Expenses: $2,057,752

THROUGH OUR ADVOCACY & CIVIC ENGAGEMENT PROGRAM, WE WORK COLLABORATIVELY WITH OUR PARTNERS TO MAXIMIZE STATE ADVOCACY ON CRITICAL ISSUES, MOBILIZE THE PEOPLE POWER NEEDED TO CREATE CHANGE, AND SET AN...

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THROUGH OUR ADVOCACY & CIVIC ENGAGEMENT PROGRAM, WE WORK COLLABORATIVELY WITH OUR PARTNERS TO MAXIMIZE STATE ADVOCACY ON CRITICAL ISSUES, MOBILIZE THE PEOPLE POWER NEEDED TO CREATE CHANGE, AND SET AN EXPANSIVE POLICY AGENDA TO ADDRESS OUR ENTIRE COMMUNITY'S NEEDS. IN 2023, WE WORKED WITH OUR STATE PARTNERS TO EDUCATE THE PUBLIC ABOUT 575 ANTI-LGBTQ+ BILLS INTRODUCED IN STATE LEGISLATURES, INCLUDING 414 ANTI-TRANS RIGHTS BILLS, AS WELL AS OVER 608 PRO-LGBTQ+ BILLS. OUR TEAM SPENT 460 HOURS PROVIDING STATE PARTNERS WITH ONE-ON-ONE ADVOCACY AND COMMUNICATIONS SUPPORT. WE RAN 32 PAID CALL CAMPAIGNS IN 15 STATES, CONNECTING 8,092 CONSTITUENTS TO THEIR ELECTED OFFICIALS ON CRITICAL LGBTQ+ LEGISLATION. (CONTINUED ON SCHEDULE O)IN PARTNERSHIP WITH HIV ADVOCACY LEADERS, WE TRAINED OVER 233 ADVOCATES FROM 37 STATES ON MEANINGFUL INVOLVEMENT OF PEOPLE LIVING WITH HIV (MIPA) PRACTICES AND KEY HIV POLICIES. WE ALSO WORKED WITH THREE STATE PARTNERS TO CONTINUE BUILDING HIV POLICY COALITIONS WITH LEADERS ON THE GROUND.

Program 2
Expenses: $696,285 Revenue: $242,506

THROUGH OUR LEADERSHIP & ORGANIZATIONAL DEVELOPMENT PROGRAM, WE PRIORITIZE DEVELOPING STRONG LEADERS, CONNECTING MOVEMENT ADVOCATES, AND BUILDING POWERFUL ORGANIZATIONS THAT CAN SUSTAIN THE MOVEMENT...

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THROUGH OUR LEADERSHIP & ORGANIZATIONAL DEVELOPMENT PROGRAM, WE PRIORITIZE DEVELOPING STRONG LEADERS, CONNECTING MOVEMENT ADVOCATES, AND BUILDING POWERFUL ORGANIZATIONS THAT CAN SUSTAIN THE MOVEMENT FOR EQUALITY AND JUSTICE IN THE STATES. BECAUSE OF OUR ONGOING RELATIONSHIPS WITH STATE LEADERS, WE ARE ABLE TO PROVIDE TAILORED SUPPORT THAT MEETS THEIR INDIVIDUAL NEEDS AND FOLLOW THEM AS THEIR ORGANIZATIONS GROW. WE BELIEVE THAT RACIAL JUSTICE IS A CRITICAL AREA FOR GROWTH FOR MANY ORGANIZATIONS AND LEADERS AND STRIVE TO INTEGRATE A RACIAL EQUITY PERSPECTIVE AND STRATEGY INTO ALL ASPECTS OF LEADERSHIP AND ORGANIZATIONAL DEVELOPMENT WORK. (CONTINUED ON SCHEDULE O)WE PROVIDE CRITICAL OPPORTUNITIES FOR TRAINING, PEER LEARNING, AND NETWORKING THROUGH THE ANNUAL EQUALITY FEDERATION INSTITUTE LEADERSHIP CONFERENCE, WHICH HAS BECOME THE MOVEMENT-WIDE GO-TO GATHERING OF 350+ STATE LEADERS AND NATIONAL PARTNERS; OUR 1:1 COACHING; AND REGULAR ONLINE TRAINING OPPORTUNITIES.OUR STATE PARTNERS FORM THE LARGEST NATIONAL NETWORK ADVOCATING FOR LGBTQ+ EQUALITY AND LIBERATION. WE USE THIS NETWORK MODEL TO ENSURE THAT ADVOCATES POOL RESOURCES, LEARN FROM EACH OTHER, AND DEVELOP BEST PRACTICES TO AVOID REDUNDANCY. THIS SAVES OUR MEMBERS TIME AND RESOURCES, ALLOWING THEM TO SPEND TIME DOING WHAT ONLY THEY CAN DO: BUILDING RELATIONSHIPS WITH LAWMAKERS, ORGANIZING THE COMMUNITY, AND SHOWING UP AS STRONG ADVOCATES WHEREVER THEY ARE NEEDED. THAT'S WHAT WE MEAN BY ADVOCACY ACCELERATOR: WE'VE CREATED A WELL-DESIGNED SYSTEM TO PROPEL PROGRESS DURING FAVORABLE TIMES, SOLIDIFY ACHIEVEMENTS, AND SAFEGUARD THEM FROM CHALLENGES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,267,148
Program Service Revenue $242,506
Investment Income $115,955
Other Revenue $0
TOTAL REVENUE $2,625,609

Expense Breakdown

Grants Paid $306,000
Salaries & Benefits $1,666,264
Fundraising Expenses $375,783
Program Expenses $2,754,037
Other Expenses $1,504,992
TOTAL EXPENSES $3,497,256

Year-over-Year Comparison

2023 2022 Change
Revenue $2,625,609 $4,913,752 -0.5%
Expenses $3,497,256 $2,824,792 +0.2%
Net Income $-871,647 $2,088,960 -1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
21

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$321,439
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FRAN HUTCHINS EXECUTIVE DIRECTOR 36.00
Officer
$173,394 $5,254 $197,914
IAN PALMQUIST DEPUTY EXECUTIVE DIRECTOR 38.00
Highest
$142,512 $17,446 $167,459
JOELLYN WEINGOURT DEVELOPMENT DIRECTOR 40.00
Highest
$103,115 $16,682 $119,797
DAN YONKER VICE PRESIDENT OF FINANCE 32.00
Officer
$95,952 $3,585 $123,525
MEL KING VICE PRESIDENT OF OPERATIONS 36.00
Highest
$94,584 $4,019 $109,112
N/A BOARD CHAIR 5.00
$0 $0 $0
N/A SECRETARY 5.00
$0 $0 $0
N/A TREASURER 5.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
N/A DIRECTOR (08/01/23 - 12/31/23) 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
N/A IMMEDIATE PAST CHAIR (1/1/23-7/31/23) 1.00
$0 $0 $0
N/A DIRECTOR 1.00
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $2,625,609 $3,497,256 $4,308,587 $-871,647
2022 $4,913,752 $2,824,792 $5,182,931 $2,088,960
2021 $2,739,939 $2,070,309 $3,268,572 $669,630
2020 $3,297,174 $1,621,854 $2,779,467 $1,675,320
2019 $1,918,441 $1,688,190 $872,178 $230,251
2018 $1,574,617 $1,695,319 $639,299 $-120,702
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