2025-10-14T10:28:49-05:00 2024-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-01-01 471338104 EQUALITY FLORIDA ACTION INC EQUA 8138703735 PO BOX 13184 ST PETERSBURG FL 337333184 NADINE SMITH CEO 8138703735 2025-10-14 1 1 LISA BURKE P00220718 8169455500 2025-10-10 2024 2025-03-06 01:10:19Z NADINE SMITH PO BOX 13184 ST PETERSBURG FL 337333184 1370163 0 X WWW.EQFL.ORG X 2014 FL SECURING FULL EQUALITY AND JUSTICE FOR FLORIDA'S LGBTQ COMMUNITY. 11 11 38 13500 0 0 1390071 1328647 5000 0 2915 1989 24853 39527 1422839 1370163 258088 77363 0 0 520616 636075 0 0 422803 663923 868012 1442627 1581450 -19788 -211287 1501944 1418067 69904 197314 1432040 1220753 X EQUALITY FLORIDA ACTION IS THE ADVOCACY ARM OF THE LARGEST CIVIL RIGHTS ORGANIZATION WORKING TO SECURE FULL EQUALITY FOR FLORIDA'S LESBIAN, GAY, BISEXUAL, TRANSGENDER, AND QUEER (LGBTQ) COMMUNITY.(CONTINUED ON SCHEDULE O)WE WORK TO PASS LEGISLATION AND LOCAL POLICIES THAT WOULD BENEFIT FLORIDA'S LGBTQ COMMUNITY, AND TO OPPOSE UNFAVORABLE LEGISLATION AND POLICIES. 0 0 325813 1438 0 OUTREACH:TO STRENGTHEN GRASSROOTS POWER AND COALITION PARTNERSHIPS, EQUALITY FLORIDA HOSTED LEGISLATIVE ADVOCACY WORKSHOPS ACROSS THE STATE, EDUCATING COMMUNITIES ON LEGISLATIVE IMPLICATIONS AND OUTLINING ACTIONABLE STEPS FOR ENGAGEMENT. 92177 75000 0 ADVOCACY:EQUALITY FLORIDA WORKED WITH A COALITION OF STATE AND LOCAL PARTNER ORGANIZATIONS TO EDUCATE COMMUNITY MEMBERS ACROSS THE STATE ABOUT REPRODUCTIVE RIGHTS IN FLORIDA AND THE EFFORT TO SECURE REPRODUCTIVE RIGHTS IN OUR STATE CONSTITUTION.EQUALITY FLORIDA DEMONSTRATED UNWAVERING COMMITMENT MOBILIZING AGAINST ANTI-LGBTQ BILLS. THE ORGANIZATION'S ADVOCACY CONTRIBUTED TO HALTING EXTREME MEASURES AND THE HARMFUL LEGISLATION PASSED DURING THE 2024 SESSION, EMPHASIZING THE IMPORTANCE OF MESSAGING, LEGISLATIVE RELATIONSHIPS, AND GRASSROOTS ACTIVISM. 600648 925 0 MOBILIZATION:EQUALITY FLORIDA FIELD STAFF ACTIVATED OVER 350 CITIZEN LOBBYISTS, AND AN ADDITIONAL 225 VOLUNTEERS, TO TALLAHASSEE TO MEET WITH LAWMAKERS FOR OUR 2024 PRIDE AT THE CAPITOL PROGRAM, WHICH SPANNED THE ENTIRE EIGHT WEEKS OF LEGISLATIVE SESSION THIS YEAR.WE SPONSORED OVER 100 VOLUNTEERS TO THE CAPITOL WITH MORE THAN $10,000 IN SCHOLARSHIPS TO PROVIDE FINANCIAL AID FOR DISENFRANCHISED COMMUNITIES TO TRAVEL TO TALLAHASSEE.(CONTINUED ON SCHEDULE O)WE PARTNERED IN THE CAMPAIGN TO ADD A CONSTITUTIONAL AMENDMENT PROTECTING ACCESS TO ABORTION ON THE 2024 BALLOT, WORKING TO SAFEGUARD ABORTION ACCESS BY LIMITING GOVERNMENT INTERFERENCE. 1018638 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 14 0 1 38 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X PATSY TAYLOR DIRECTOR OF FINANCE & ACCOUNTING 8502927992 223 TOPAZ AVE PENSACOLA FL 32505 JEFF DELMAY CHAIR 0.50 0.50 X X 0 0 0 DANNY HUMPHRESS SECRETARY 0.50 0.50 X X 0 0 0 VICTOR DIAZ-HERMAN TREASURER 0.50 0.50 X X 0 0 0 JUSTIN BELL DIRECTOR (TERM START 11/2024) 0.50 0.50 X 0 0 0 SUSAN BOTTCHER DIRECTOR 0.50 0.50 X 0 0 0 NATHAN BREUMMER DIRECTOR 0.50 0.50 X 0 0 0 KEITH DAVENPORT DIRECTOR 0.50 0.50 X 0 0 0 DANA FARMER DIRECTOR 0.50 0.50 X 0 0 0 ANNIE HIOTIS DIRECTOR 0.50 0.50 X 0 0 0 BRIAN MARQUEZ DIRECTOR (TERM START 7/2024) 0.50 0.50 X 0 0 0 DAN VAN TICE DIRECTOR 0.50 0.50 X 0 0 0 SELISSE BERRY DIRECTOR (TERM END 12/2024) 0.50 0.50 X 0 0 0 PAULINE PARRISH DIRECTOR (TERM END 4/2024) 0.50 0.50 X 0 0 0 NADINE SMITH CEO 6.00 34.00 X 49538 280715 15542 STRATTON POLLITZER DEPUTY DIRECTOR 6.00 34.50 X 41622 235859 6910 JOSEPH SAUNDERS SENIOR POLITICAL DIRECTOR 6.00 34.00 X 19190 108742 4557 JONATHAN MAURER PUBLIC POLICY DIRECTOR 6.00 35.00 X 16692 94586 5091 BRITTANY LINK-HAYES COMMUNICATIONS DIRECTOR 6.00 34.00 X 16159 91566 4719 DAVID COSTA DIRECTOR OF OPERATIONS 6.00 34.25 X 16245 92055 4619 NICHOLAS MACHUCA DEPUTY DEVELOPMENT DIRECTOR 6.00 34.00 X 16640 94295 4237 176086 997818 45675 0 0 1 0 NEWPORT ONE INC 21 RAILROAD AVE DUXBURY MA 02332 DIRECT MAIL CONSULTING 348692 1 430000 898647 1328647 1989 1989 39527 0 39527 39527 1370163 0 0 41516 X 77363 77363 94528 85076 9452 438845 373278 55880 9687 21610 18954 2348 308 41077 36032 4463 582 40015 34728 4543 744 12847 12847 338596 195438 19013 124145 84843 53731 31112 286998 25689 24688 236621 35332 15800 19532 10375 10375 79925 75764 4089 72 9775 9425 350 1745 1745 MEMBERSHIP DUES 6985 6985 TAXES PAID 591 591 1581450 1018638 140009 422803 137426 148280 965197 1237187 5000 32600 1131 0 393190 0 1501944 1418067 69904 73984 20843 0 102487 69904 197314 X 1356215 1220753 75825 0 1432040 1220753 1501944 1418067 -211287 0 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76853 6000 1853 75000 76853 1 EQUALITY FLORIDA ACTION PAC PO BOX 13184 ST PETERSBURG FL 33733 205335568 75000 0 PART I-A, LINE 1: POLITICAL CAMPAIGN ACTIVITIES CONSIST OF CAMPAIGN COMMUNICATIONS AND COALITION BUILDING RELATING TO EDUCATING COMMUNITIES ABOUT REPRODUCTIVE RIGHTS AND ANTI-LGBTQ LEGISLATION. 0 DUE TO AFFILIATES 102487 102487 X 1379298 9135 9135 1370163 0 1370163 1590585 9135 9135 1581450 0 1581450 PART X, LINE 2: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. INCOME EARNED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS TREATED AS A PUBLICLY SUPPORTED ORGANIZATION, AND NOT AS A PRIVATE FOUNDATION. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC TOPIC 740, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DOES NOT BELIEVE IT HAS ANY MATERIAL INCOME TAX EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S TAX FILINGS ARE GENERALLY OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THREE YEARS AFTER THE DATE OF FILING. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE EXPENSE REIMBURSEMENT 9,135. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE EXPENSE REIMBURSEMENT 9,135. 1 EQUALITY FLORIDA ACTION PAC INC PO BOX 13184 ST PETERSBURG FL 33733 205335568 527 75000 0 N/A N/A PRIMARY PURPOSE GRANT 0 1 X X X X 0 0 0 0 0 0 0 1 0 NADINE SMITH CEO 39819 225641 6750 38250 2969 16824 428 2427 1903 10784 51869 293926 0 0 STRATTON POLLITZER DEPUTY DIRECTOR 38863 220225 0 0 2759 15634 405 2295 632 3578 42659 241732 0 0 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. FORM 990, PART V, LINES 2A AND 2B - NUMBER OF EMPLOYEES: THE ORGANIZATION'S EMPLOYEES ARE COMPENSATED BY EQUALITY FLORIDA INSTITUTE, INC. (EFI), A RELATED 501(C)(3) ORGANIZATION. EFI FILES ALL PAYROLL RELATED RETURNS (EIN: 59-3435235). THE NUMBER OF EMPLOYEES REPORTED ON LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES ALLOCATED TO THIS ORGANIZATION. THE SALARIES AND RELATED EXPENSES REPORTED IN PART IX, LINES 5 THROUGH 10, REPRESENT THE EMPLOYEE EXPENSES ASSOCIATED WITH THOSE EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD OF DIRECTORS, THE SECRETARY, THE TREASURER, AND THE CHAIRS OF THE GOVERNANCE AND FINANCE COMMITTEES. THE EXECUTIVE COMMITTEE PROVIDES LEADERSHIP, COORDINATION, AND GUIDANCE TO THE BOARD OF DIRECTORS. BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, SUBJECT TO THE DIRECTION AND CONTROL OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL MONITOR THE PROGRESS OF BOARD COMMITTEES, ASSIST THE CHIEF EXECUTIVE OFFICER IN MEETING PREPARATION, AND PROVIDE GUIDANCE AND ASSISTANCE TO THE CHIEF EXECUTIVE OFFICER AS REQUESTED. THE EXECUTIVE COMMITTEE DOES NOT HAVE THE AUTHORITY TO: (A) FILL VACANCIES ON THE BOARD OF DIRECTORS OR ANY COMMITTEE THEREOF; (B) ADOPT, AMEND, OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS; (C) FIRE OR HIRE THE CHIEF EXECUTIVE OFFICER; AND (D) PERFORM ANY DUTIES RESERVED FOR THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CEO, TREASURER, AND FINANCE COMMITTEE. THE FORM IS THEN DISTRIBUTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE ACTUAL OR POSSIBLE FINANCIAL INTEREST IMMEDIATELY UPON DISCOVERY. PROCEDURES FOR ADDRESSING THE CONFLICT ARE DOCUMENTED IN THE MINUTES. THE MINUTES SHALL CONTAIN: (A) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; AND (B) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH ALL INTERESTED PERSONS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS INCLUDES APPROVAL BY PERSONS WITHOUT A CONFLICT OF INTEREST, USE OF COMPARABILITY DATA, AND RECORDING COMPENSATION DELIBERATIONS. RELEVANT INFORMATION MAY INCLUDE, BUT IS NOT LIMITED TO, COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA OF THE ORGANIZATION, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS, AND ACTUAL WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE COMPENSATED PERSON. REVIEW AND APPROVAL IS PROMPTLY RECORDED IN THE MINUTES AND CONTAIN: (A) THE TERMS OF THE COMPENSATION AND DATE APPROVED; (B) THE NAMES OF THE MEMBERS WHO WERE PRESENT AND VOTED ON THE COMPENSATION; (C) THE COMPARABILITY DATA OBTAINED AND RELIED UPON, AND HOW IT WAS OBTAINED; (D) ANY ACTION TAKEN WITH RESPECT TO CONSIDERATION OF THE COMPENSATION BY A MEMBER WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION; AND (E) IF THE REASONABLE COMPENSATION IS HIGHER OR LOWER THAN THE RANGE OF COMPARABILITY DATA OBTAINED, AND THE BASIS FOR THE DECISION. THE CURRENT SALARY OF OUR CEO HAS BEEN FOUND TO BE IN THE MID-RANGE OF RESEARCHED SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G APPEALS AND COMMUNICATIONS: PROGRAM SERVICE EXPENSES 105,418. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 124,145. TOTAL EXPENSES 229,563. MEDIA SERVICES: PROGRAM SERVICE EXPENSES 86,190. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,190. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 3,830. MANAGEMENT AND GENERAL EXPENSES 19,013. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,843. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE APPROVES THE RFP, REVIEWS PROPOSALS, AND SELECTS THE INDEPENDENT CPA FIRM. THE CPA FIRM COMMUNICATES DIRECTLY WITH THE FINANCE COMMITTEE DURING REVIEW PLANNING WITH RESPECT TO THE EXPECTED TIMING AND SCOPE OF THE REVIEW AND AT THE CONCLUSION OF THE REVIEW WITH RESPECT TO VARIOUS QUALITATIVE ASPECTS OF THE REVIEW, DIFFICULTIES ENCOUNTERED, AND ANY SIGNIFICANT FINDINGS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EQUALITY FLORIDA INSTITUTE INC PO BOX 13184 ST PETERSBURG FL 33733 593435235 CIVIL RIGHTS EDUCATION DEDICATED TO EQUALITY FOR THE LGBT COMMUNITY FL 501(C)(3) LINE 7 N/A 0 EQUALITY FLORIDA INC PO BOX 13184 ST PETERSBURG FL 33733 593540715 CIVIL RIGHTS ADVOCACY DEDICATED TO EQUALITY FOR THE LGBT COMMUNITY FL 501(C)(4) N/A 0 EQUALITY FLORIDA ACTION PAC INC PO BOX 13184 ST PETERSBURG FL 33733 205335568 POLITICAL ACTION COMMITTEE DEDICATED TO ELECTING PRO-EQUALITY CANDIDATES FL 527 N/A 0 0 1 1 0 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0