2025-10-14T11:19:01-05:00 2024-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-01-01 593435235 EQUALITY FLORIDA INSTITUTE INC EQUA 8138703735 PO BOX 13184 ST PETERSBURG FL 337333184 NADINE SMITH CEO 8138703735 2025-10-10 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 16385211 0 X WWW.EQFLI.ORG X 1997 FL CIVIL RIGHTS EDUCATION DEDICATED TO EQUALITY FOR FLORIDA'S LGBTQ COMMUNITY. 11 11 70 13500 0 0 6855819 5831547 89634 179941 137150 263063 -6723 -1072 7075880 6273479 532803 443344 0 0 3716602 3990102 52774 77612 734969 1755390 2376348 6057569 6887406 1018311 -613927 9723973 8815892 1231038 745760 8492935 8070132 X 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. 0 0 3144985 7600 109573 EDUCATION:SAFE & HEALTHY SCHOOLS:IN 2024, SAFE AND HEALTHY SCHOOLS (SHS) STOOD FIRM AGAINST ESCALATING ATTACKS ON THE SYSTEMS OF CARE THAT SUPPORT YOUNG PEOPLE. DESPITE POLITICAL HOSTILITY, WE REFINED AND STRENGTHENED OUR MODEL BY MORE DEEPLY LINKING EDUCATION AND MENTAL HEALTH, BUILDING A SCALABLE PROGRAM THAT PROTECTED LGBTQ YOUTH WHILE SETTING AN EXAMPLE FOR OTHER STATES. OUR APPROACH WAS ROOTED IN SYSTEMS CHANGE: EMBEDDING SOLUTIONS DIRECTLY WITHIN SCHOOLS, HEALTHCARE NETWORKS, AND COMMUNITIES SO THAT SUPPORT REMAINED DURABLE AND SUSTAINABLE, EVEN IN MOMENTS OF CRISIS.(CONTINUED ON SCHEDULE O)A DECADE OF RELATIONSHIP-BUILDING WITH KEY EDUCATION LEADERS PAID OFF. IN 2024 ALONE, SHS ACTIVELY COLLABORATED WITH MORE THAN 80 SUPERINTENDENTS AND SCHOOL BOARD MEMBERS ACROSS NEARLY HALF OF FLORIDA'S DISTRICTS. RESEARCH FROM THE CDC CONFIRMED WHAT WE SAW IN PRACTICE: WHEN DISTRICTS ADOPTED INCLUSIVE POLICIES AND PRACTICES - LIKE THOSE SHS PRIORITIZED - STUDENTS EXPERIENCED LESS DISTRESS, LESS HARASSMENT, AND FEWER SUICIDAL THOUGHTS. RECOGNITION OF THIS IMPACT CAME WHEN THE FLORIDA EDUCATION ASSOCIATION HONORED SHS WITH THE HUMAN AND CIVIL RIGHTS AWARD, ACKNOWLEDGING OUR EFFORTS TO CREATE SAFE, FAIR, AND INCLUSIVE SCHOOLS.TRAINING AND EDUCATION REMAINED CENTRAL TO OUR WORK. IN 2024, SHS CONDUCTED 65 TRAINING SESSIONS FOR 3,220 EDUCATORS, MENTAL HEALTH PROFESSIONALS, AND PARENTS - BRINGING OUR TOTAL REACH TO MORE THAN 41,000 INDIVIDUALS STATEWIDE. BY BUILDING DISTRICT CAPACITY TO DELIVER TRAINING INTERNALLY, WE EXTENDED OUR REACH BY AN ESTIMATED 4,000 ADDITIONAL STAFF THIS YEAR. WE ALSO DEVELOPED OR STRENGTHENED LGBTQ SUPPORT GUIDES IN 12 SCHOOL DISTRICTS, SAFEGUARDING NEARLY 2 MILLION STUDENTS, AND EXPANDED OUR PARENTING WITH PRIDE COMMUNITY TO 2,200 FAMILIES. THESE INITIATIVES EQUIPPED EDUCATORS, MENTAL HEALTH PROVIDERS, AND PARENTS WITH CULTURALLY COMPETENT STRATEGIES THAT HELPED ENSURE LGBTQ YOUTH WERE SUPPORTED ACROSS EVERY PART OF THEIR LIVES.WE ALSO DEEPENED OUR CONVENING POWER IN 2024, BRINGING COMMUNITIES TOGETHER AROUND SHARED COMMITMENTS TO LGBTQ SAFETY AND HEALTH. HIGHLIGHTS INCLUDED OUR ANNUAL 'ALL TOGETHER NOW' CONFERENCE, WHERE THREE SUPERINTENDENTS ISSUED A POWERFUL CALL TO ACTION; OUR FIRST 'BACK TO SCHOOL SUMMIT' FOR 240 PARENTS; A 'BEHAVIORAL HEALTH SUMMIT' SERVING 125 LICENSED PROFESSIONALS; AND PARENT SUMMITS HOSTED IN FIVE COMMUNITIES IN PARTNERSHIP WITH PFLAG AND PTA. ADDITIONALLY, OUR YOUTH LEADERSHIP COUNCIL LAUNCHED ITS THIRD COHORT, EMPOWERING LGBTQ STUDENTS TO BECOME VISIBLE, INFORMED ADVOCATES. TOGETHER, THESE MILESTONES DEMONSTRATED HOW SHS BUILT A RESILIENT STATEWIDE INFRASTRUCTURE OF EDUCATION LEADERS, PARENTS, AND YOUTH DETERMINED TO CREATE SAFE SCHOOLS, AFFIRMING COMMUNITIES, AND PATHWAYS TO HEALTHIER FUTURES.TRANSGENDER EQUALITY:- OFFICIALLY REBRANDED THE DEPARTMENT TO FEEL MORE ALIGNED WITH EQUALITY FLORIDA. NO LONGER TRANS ACTION, NOW RECOGNIZED AS TRANS EQUALITY.- TRANS EQUALITY FOCUSED ON BUILDING RELATIONSHIPS WITH TRANS LEADERS IN THE STATE AND UPLIFTING THE WORK OF TRANS-LED ORGANIZATIONS AND INITIATIVES IN THE STATE. TRANS EQUALITY HAS BEEN ABLE TO LINK DOZENS OF INDIVIDUALS HAVING TROUBLE WITH THEIR LEGAL NAME CHANGE AND GENDER MARKER ADJUSTMENTS TO LEGAL PARTNERS.- ORGANIZED AND HELD THE LARGEST TRANS MARCH ON TALLAHASSEE TO DATE. THE LET US LIVE MARCH IS A COLLABORATIVE EFFORT AMONG MANY TRANS-LED ORGS IN FLORIDA AND HAD OVER 350 ATTENDEES THIS YEAR. - CONDUCTED, FACILITATED AND/OR PARTICIPATED IN VARIOUS TOWN HALL AND EDUCATIONAL EVENTS WITH EXPERT PANELISTS DISCUSSING VARIOUS TOPICS.- TRANS EQUALITY WORKED CLOSELY WITH THE EQUALITY FLORIDA'S 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.- TRANS EQUALITY HELD THE 2ND ANNUAL FLORIDA VOICES FOR CHANGE CONVENING, A LEADERSHIP SUMMIT THAT SAW 40 TRANS-LED ORGS GATHER TO TALK ABOUT THE SUCCESS, OBSTACLES, NEXT STEPS, AND HOW WE CAN COLLABORATE TO CONTINUE TO PROVIDE THE FLORIDA TRANS COMMUNITY THE BEST QUALITY OF LIFE WITH MORE THAN 60 ATTENDEES WHO WERE ACTIVISTS, ADVOCATES, JOURNALISTS, POLITICIANS, AND YOUTH LEADERS. - LED TRAININGS WITH CORPORATE BUSINESSES ON THE CURRENT STATE OF POLICIES AND MET WITH ERGS TO GIVE UPDATES ON HOW THEY CAN CONTINUE TO BE OF ASSISTANCE TO THEIR EMPLOYEES. - RECEIVED SEVERAL LOCAL AWARDS AND RECOGNITIONS FROM COMMUNITY MEMBERS AND ORGANIZATIONS IN TAMPA, ST. PETERSBURG, AND ORLANDO.HEALTH EQUITY/PARENTING WITH PRIDE:PROGRAM LAUNCHES & COMMUNITY IMPACT- LAUNCHED THE LGBTQ HEALTH EQUITY TOOLKIT, A COMPREHENSIVE RESOURCE FOR HEALTHCARE ADMINISTRATORS, PROVIDERS, AND ADVOCATES. THE LAUNCH INCLUDED A WEBINAR HELD IN COLLABORATION WITH THE HUMAN RIGHTS CAMPAIGN ENGAGING 40 HOSPITAL ADMINISTRATORS IN STRATEGIES TO ADVANCE AFFIRMING, PATIENT-CENTERED CARE.- HOSTED THE FIRST LGBTQ BEHAVIORAL HEALTH SUMMIT IN PARTNERSHIP WITH THE FLORIDA PSYCHOLOGICAL ASSOCIATION, OFFERING CE CREDITS TO 125 LICENSED MENTAL HEALTH PROFESSIONALS TO STRENGTHEN CONFIDENCE AND COMPETENCE IN PROVIDING QUALITY MENTAL HEALTH CARE FOR LGBTQ COMMUNITY.- EXPANDED THE PARENTING WITH PRIDE COMMUNITY TO 2,200 PARENTS, BUILDING A MOVEMENT TO PROTECT FAMILIES' RIGHTS.- PARTNERED WITH PFLAG AND PTA TO HOST PARENT SUMMITS IN FIVE FLORIDA COMMUNITIES, FOSTERING CONNECTION, SHARING RESOURCES, AND STRENGTHENING FAMILY ADVOCACY.- LAUNCHED OUR FIRST BACK TO SCHOOL SUMMIT, PROVIDING GUIDANCE AND SUPPORT TO 240 PARENTS AND FAMILIES LOOKING FOR THE RESOURCES TO SUPPORT THEIR LGBTQ CHILD.PROFESSIONAL CONFERENCES- PARTICIPATED IN SIX MAJOR CONFERENCES - INCLUDING THE AMERICAN PSYCHOLOGICAL ASSOCIATION (APA), FLORIDA SCHOOL COUNSELOR ASSOCIATION (FSCA), FLORIDA COUNSELING ASSOCIATION (FCA), FLORIDA ASSOCIATION OF SCHOOL PSYCHOLOGISTS (FASP), FLORIDA SUICIDE PREVENTION COALITION (FSPC), AND FLORIDA ASSOCIATION OF SCHOOL SOCIAL WORKERS (FASSW) - REACHING 270 PARTICIPANTS. THESE ENGAGEMENTS CONNECTED COUNSELORS, SOCIAL WORKERS, PSYCHOLOGISTS, AND COMMUNITY PROVIDERS, POSITIONING OUR WORK WITHIN BOTH STATE AND NATIONAL CONVERSATIONS.TRAININGS AND PARTNERSHIPS- INVITED TO SPEAK AT THE NATIONAL ASSOCIATION OF SOCIAL WORKERS FLORIDA (NASW-FL) LEGISLATIVE AND EDUCATION ADVOCACY DAY (LEAD) AT THE CAPITOL, DISCUSSING THE INTERSECTION OF MENTAL HEALTH AND LGBTQ SUPPORT WITH 550 SOCIAL WORK STUDENTS, FACULTY, AND PRACTITIONERS DURING THE LEGISLATIVE SESSION.- THROUGH CLINICAL PARTNERSHIPS AND PROFESSIONAL TRAININGS, WE DIRECTLY EQUIPPED 550 SCHOOL AND COMMUNITY BASED MENTAL HEALTH/HEALTHCARE PROVIDERS AND ADMINISTRATORS ACROSS MORE THAN 10 ORGANIZATIONS AND AGENCIES WITH TRAUMA-INFORMED PRACTICES TO SUPPORT LGBTQ YOUTH, PATIENTS AND FAMILIES. THESE SESSIONS SPANNED HOSPITALS, BEHAVIORAL HEALTH ORGANIZATIONS, AND SCHOOL AND COMMUNITY-BASED PROVIDERS, ENSURING THAT BEST PRACTICES ARE EMBEDDED IN HEALTHCARE, THERAPEUTIC, AND EDUCATIONAL SETTINGS ACROSS FLORIDA.- THROUGH MONTHLY WEBINARS AND COMMUNITY EDUCATION EVENTS, IN PARTNERSHIP WITH PFLAG AND PTA, WE ENGAGED 270 PARENTS AND FAMILIES, PROVIDING INFORMATION, RESOURCES, AND FOSTERING A SENSE OF COMMUNITY TO STRENGTHEN SUPPORT FOR LGBTQ YOUTH. 957829 5525 70368 OUTREACH: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. 889335 219 MOBILIZATION:LOCAL LEVEL:- PARTICIPATED IN 34 PRIDE EVENTS FROM PENSACOLA TO KEY WEST, GATHERING 9,758 PETITIONS, AND RECRUITING 1,936 NEW VOLUNTEERS.- RECRUITED 518 SIGN-UPS, ACROSS 31 COUNTIES, FOR 115 SCHOOL BOARD MEETINGS TO SPEAK OUT AGAINST BOOK BANNING.STATE LEVEL: - PREVENTED EXTENSIVE BOOK BANS, CHAMPIONED FOR LGBTQ PROCLAMATIONS AND GUIDE RETURNS, AND COUNTERED EXCESSIVE CAUTION IN COMPLYING WITH ANTI-LGBTQ LAWS. 418700 430000 ADVOCACY:LOCAL LEVEL:OUR COMMUNITY ORGANIZERS HAVE ATTENDED OR HOSTED 342 EVENTS IN THEIR LOCAL AREAS INCLUDING COUNTY COMMISSION MEETINGS TO SPEAK ABOUT COMMUNITY SAFETY, SCHOOL BOARD MEETINGS TO SPEAK ON BEHALF OF FAMILIES AND STUDENTS, PROGRESSIVE ORGANIZATION EVENTS MEANT TO BUILD STRONG COMMUNITIES, AND MUCH MORE. EQUALITY FLORIDA COMMUNITY ORGANIZERS HAVE HOSTED EVENTS SUCH AS MONTHLY TRAINING SESSIONS FOR CIVIC ENGAGEMENT, ALIGNMENT MEETINGS WITH ORGANIZATIONS, COMMUNITY UNITY EVENTS, AND THANK YOU EVENTS FOR ENGAGED VOLUNTEERS.STATE LEVEL:RECRUITED OVER 400 PEOPLE TO ATTEND PRIDE AT THE CAPITOL KICK OFF AND OVER 100 MORE TO THE SUBSEQUENT WEEKS OF LEGISLATIVE SESSION. COMMUNITY MEMBERS IN ATTENDANCE WERE TRAINED IN CIVIC ENGAGEMENT AND EFFECTIVE CONVERSATIONS WITH LEGISLATORS ON LGBTQ ISSUES AROUND BILLS BEING HEARD IN THE 2024 SESSION. 418700 430000 5410849 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 63 0 1 70 1 0 0 0 0 0 1 1 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 CA NY X X X PATSY TAYLOR DIRECTOR OF FINANCE & ACCOUNTING 8502927992 223 TOPAZ AVE PENSACOLA FL 32505 ANNIE HIOTIS 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 JEFF DELMAY DIRECTOR 0.50 0.50 X 0 0 0 DANA FARMER 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 34.00 6.00 X 280715 49538 15542 STRATTON POLLITZER DEPUTY DIRECTOR 34.00 6.50 X 235859 41622 6910 JOSEPH SAUNDERS SENIOR POLITICAL DIRECTOR 34.00 6.00 X 108742 19190 4557 JONATHAN MAURER PUBLIC POLICY DIRECTOR 34.00 7.00 X 94586 16692 5091 BRITTANY LINK-HAYES COMMUNICATIONS DIRECTOR 34.00 6.00 X 91566 16159 4719 DAVID COSTA DIRECTOR OF OPERATIONS 34.00 6.25 X 92055 16245 4619 NICHOLAS MACHUCA DEPUTY DEVELOPMENT DIRECTOR 34.00 6.00 X 94295 16640 4237 997818 176086 45675 3 0 1 0 NEWPORT ONE INC 21 RAILROAD AVE DUXBURY MA 02332 DIRECT MAIL CONSULTING 438075 HUDSON BAY CO OF ILLINOIS PO BOX 427 ANOKA MN 55303 PROFESSIONAL FUNDRAISING 147186 2 5831547 865634 5831547 GALA EVENTS 813311 96612 96612 REGISTRATION FEES 813311 83329 83329 179941 135877 135877 10057393 9929692 515 127701 -515 127186 127186 173481 181525 -8044 -8044 6972 6972 6972 6273479 179941 0 261991 443344 443344 535658 482092 53566 2700084 2504358 186038 9688 170008 152764 13578 3666 342091 290499 51592 242261 228586 12931 744 45750 45750 77612 77612 19927 19927 683691 304421 122872 256398 148718 85011 375 63332 462844 93307 83159 286378 56253 50957 4073 1223 61109 39070 21135 904 307083 201985 91534 13564 578597 530649 26488 21460 1086 1086 9181 9181 2109 2720 -611 6887406 5410849 741588 734969 X 751836 375918 0 375917 102526 111273 3910104 1261945 558658 420763 22510 45790 9680 7750 2664 1930 5064392 6837880 63119 136311 9723973 8815892 440486 545064 23071 99306 387806 101390 379675 0 1231038 745760 X 7046765 6831876 1446170 1238256 8492935 8070132 9723973 8815892 -613927 191124 0 X X 0 1 X 1 0 X 6539322 4675493 6511745 6855819 5831547 30413926 6539322 4675493 6511745 6855819 5831547 30413926 6546514 23867412 25158 28869 71070 146922 135877 407896 3500 19783 23283 30845105 1008215 0.77380 0.76080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 116100 313900 430000 6457406 6887406 494370 123593 0 0 362238 400410 452878 494370 1709896 2564844 320000 350000 415000 430000 1515000 90560 100103 113220 123593 427476 641214 86843 99526 112050 116100 414519 0 1 X 324711 41043 365754 284653 40058 324711 321770 -37117 284653 321770 54546 54546 321770 321770 50522 50522 321770 0.00000 1.00000 0.00000 0 0 6022 4092 1930 3658 3658 0 1930 X 5741420 191124 199279 390403 5351017 19927 902535 922462 6273479 6163708 199279 199279 5964429 19927 903050 922977 6887406 PART IV, LINE 2B: FUNDS HELD IN TRUST CONSIST OF PASSTHROUGH FUNDS RECEIVED BY EFI TO BE DISBURSED TOWARDS THE OHIO BERLIN ROSEN CONTRACT ON BEHALF OF THE EQUALITY OHIO EDUCATION FUND, A 501(C)(3) ORGANIZATION THAT ADVOCATES AND EDUCATES TO ACHIEVE FAIR TREATMENT AND EQUAL OPPORTUNITY FOR ALL OHIOANS PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF ONE DONOR-RESTRICTED ENDOWMENT FUND ESTABLISHED TO SUPPORT THE OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) 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, 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 4B - OTHER ADJUSTMENTS: GALA EXPENSES NET WITH CONTRIBUTIONS IN AUDIT REPORT 903,050. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -515. PART XII, LINE 4B - OTHER ADJUSTMENTS: GALA EXPENSES NET WITH CONTRIBUTIONS IN AUDIT REPORT 903,050. X X X X X X 1 HUDSON BAY CO OF ILLINOIS 941 O ST STE 625 LINCOLN NE 68508 PHONE CANVASSING, OUTREACH & EDUCATION OF SUPPORTERS 0 177728 139686 38042 177728 139686 38042 FL CA NY AUCTION 173481 173481 175160 6365 173481 173481 175160 6365 181525 -8044 SCHEDULE G, PART I, LINE 2B, COLUMN (V) HUDSON BAY COMPANY OF ILLINOIS PROVIDES VARIOUS SERVICES INCLUDING PHONE CANVASSING, MEMBER ACQUISITION, OUTREACH AND EDUCATION. A PORTION OF THESE SERVICES RELATES TO PROGRAM ACTIVITIES. THE AMOUNT PAID TO (OR RETAINED BY) FUNDRAISER REPORTED IN SCHEDULE G, PART I, LINE 2, COLUMN (V) REPRESENTS THE TOTAL PAID FOR ALL SERVICES. THE AMOUNT PAID FOR PROFESSIONAL FUNDRAISING SERVICES IS ESTIMATED TO BE $46,562. THIS AMOUNT HAS BEEN REPORTED AS PROFESSIONAL FUNDRAISING FEES ON FORM 990, PART IX, LINE 11E, COLUMN (D). THE BALANCE OF $93,124 RELATES TO PROGRAM SERVICE ACTIVITIES AND IS REPORTED AS OTHER PROFESSIONAL FEES ON FORM 990, PART IX, LINE 11G, COLUMN (B). 1 EQUALITY FLORIDA ACTION INC PO BOX 13184 ST PETERSBURG FL 33733 471338104 501(C)(4) 430000 0 N/A N/A FUNDING TO SUPPORT LOBBYING ACTIVITIES 0 1 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS VIA APPROVED BUDGETS, PERIODIC BUDGET VS. ACTUAL AND PROGRESS REPORTS, AND SITE VISITS. X X X X 0 0 0 0 0 0 0 1 0 NADINE SMITH CEO 225641 39819 38250 6750 16824 2969 2427 428 10784 1903 293926 51869 0 0 STRATTON POLLITZER DEPUTY DIRECTOR 220225 38863 0 0 15634 2759 2295 405 3578 632 241732 42659 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. X 5 721187 AVERAGE EXCHANGE X AUCTION ITEMS 413 144447 WINNING BID 0 0 1 0 PART I, COLUMN (B): LINE 9, SECURITIES, REPORTS THE NUMBER OF CONTRIBUTIONS. LINE 25, AUCTION ITEMS, REPORTS THE NUMBER OF ITEMS CONTRIBUTED. 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. THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE ON EQUALITY FLORIDA ACTION, INC.'S WEBSITE AT WWW.EQFL.ORG. 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 AUDIT PLANNING WITH RESPECT TO THE EXPECTED TIMING AND SCOPE OF THE AUDIT AND AT THE CONCLUSION OF THE AUDIT WITH RESPECT TO VARIOUS QUALITATIVE ASPECTS OF THE AUDIT, DIFFICULTIES ENCOUNTERED, AND ANY SIGNIFICANT FINDINGS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 INC PO BOX 13184 ST PETERSBURG FL 33733 471338104 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 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 EQUALITY FLORIDA ACTION INC B 430000 CASH GRANT EQUALITY FLORIDA ACTION INC D 81320 INTERCOMPANY BALANCE EQUALITY FLORIDA ACTION INC N SEE PART VII EQUALITY FLORIDA ACTION INC O SEE PART VII EQUALITY FLORIDA ACTION INC P SEE PART VII EQUALITY FLORIDA ACTION INC Q SEE PART VII PART V, LINE 2: (A) NAME OF RELATED ORGANIZATION: EQUALITY FLORIDA ACTION, INC. (EFA) (B) TRANSACTION TYPE: N, O, P, Q (C) AMOUNT INVOLVED: $811,000 (D) METHOD OF DETERMINING AMOUNT INVOLVED: THE ORGANIZATION SHARES CERTAIN COSTS WITH THE NAMED RELATED ORGANIZATION. SHARED COSTS INCLUDE PERSONNEL, CONTRACT LABOR, AND OFFICE SPACE. AMOUNTS PAID TO THE ORGANIZATION BY EFA DURING 2024 WERE APPROXIMATELY $811,000. PERSONNEL COSTS AND OFFICE SPACE ARE ALLOCATED BASED ON THE PERCENTAGE OF TIME SPENT ON EACH ENTITY. REIMBURSEMENTS OF EXPENSES ARE BASED ON THE ACTUAL EXPENSE ASSOCIATED WITH EACH ENTITY.