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A6939 - EQUALITY CALIFORNIA INSTITUTE - EQCAI
1 City of Palm Springs r' 3M E Talwin Canyon Vlhy' rsgm Sp'►n[+.C.M(or"" 92262 ' parnup&Wca•wv January 18.2018 VIA U WrrED STATES MAIL AND E-MAIL Kenny Cassady Equality COftmis Institute 318 N. Palm Canyon Drive Palen Springs, CA 02262 Re: Letter Agrsemsnt.2017-18 Grant from City of palm Springs to Equality Cslifomis Institute Dear Kenny, congratulations on receiving (- award of a Want by Council of the the ire grant award Of Palm ed your COY")• This let[or agreement('/lgreerrrent`) organization, Equality California('Grantee)for the(fiscal)year 2017-18(the'Gran'),and the terms and conditions upon which the City provides C The City's gran of assistance to Grantee(the •Assistance•)may be summarized as follows: $5,000 cash grant for general operating purposes The City makes this grant upon the following terms and conditions('Tears').Your signature below and mfurn of this Agreernan to the City shall serve as evidence of Grantees acceptance of.and promise to follow all of the Tars. Despite its informality,City and Grantee intend that this Agreement shall serve as a fully binding and enforceable contract between them in relation to the Assistance.City will tender all Assistance as quickly as pracdcable, and in coordination with Grantee's reasonable requirements as aWassed to City, upon Grantee's return of this Agroemen,tuldy executed,to the City- I. Grantee is Known in the community for perkrming a function and/or providing services (`Services")dial may reasonably be described as follows: LGBTQ civil fights advocacy, outreach and educsbon servXes. Grantee warrants and covenants to City that it wild to continue to provkb Services throughout the 2017-18 fiscal year, and that it snail dedicate the ontir"to the Assistance hereunder to funding and/or supporting Services. 2. In the event that Grantee anticipates or experiences any interruption of its provision of Services, Grantee shall provide written notice to City of that fact, and execute any amendment to this Agreement that City deems necessary and appropriate. I The following principal of Grantee to identified as being Grantee's representative, all/Odud to act on trantee's behalf with respect to the Services and all interaction with City related thereto: Kenny Cassady. 4. Grantee and its representative shall ensure that all communications and other Interaction with City necessary In relation to Services, the provision of Assistance, and this Agreement shall be With Harriet Baron, Director of Resource Development. Post Office Box 2743 • Palm Springs,California 92263.2743 Scanned by CamScanner iN January is.2018 Equality California InsfA to Page 2 of 3 S Grantee shag comply with all applicable federal,state and local law and regulations rLaw")in providing Services,and shall secure any and all necessary licenses and permits required by Law in doing so. 6. Grantee egress to use the official City logo to acknowledge the City's supPort out its web "in the manner noted below(with a hyperlink to the City's webske)and on any printed materials associated with its program or event.Grantee is also encourage to include the City of Palm Springs in all relevant social media postings. Special Funding provided by The City of Pahl Springs 0 7. Grantee shall, upon any reasonable City request,notify its employees, members and volunteers of opportunities to volunteer at City events. 8. Grantee is an independent organization, not affiliated with City except by way of this Agreement as a recipient of Assistance. Neither City nor any of its officials,employees, contractors, volunteers or agents(in the aggregate,*City's Related Parties")shall have any control over the manner,mode, or means by which Grantee, its managers, employees, contractors,volunteers or agents(in the aggregate, 'Grantee's Related Partiesm)perform Services. Further,this Agreement does not establish any relationship whatsoever between City and any person(s)who receive or benefit from Grantee's Services ("Grantee's Beneficiaries").Grantee warrants and covenants that none of Grantee's Related Parties or Grantee's Beneficiaries has any contractual or other relationship with City arising from or related to this Agreement.Grantee is merely a sponsored entity recognized by City as worthy of City's Assistance, for the sots and exclusive purpose of promoting Grantee's Services in the community. However.In recognition of the fact that Grantee is receiving public funds pursuant to this Agreement in the form of the Assistance, City shall have the right to review Grantee's work product, results,records, and advice in relation to any Services rendered to Beneficiaries that are funded or supported,in whole or in part, by the Assistance. 9. Neither Grantee, nor any person who is one of Grantee's Related Parties or Grantee's Beneficiaries, shall at any time or in any manner represent that any person who is one of Grantee's Related Parties or Grantee's Beneficiaries is one of City's Related Parties,by virtue of this Agreement or otherwise. 10. Grantee shall prepare and deliver to City a Final Report that documents Grantee's application of the Assistance to the advancement of Services; these reports shall include but not be limited to expenditures of City funds by Grantee. Final Report must accompany your application for the 2018-19 grant cycle, or be submitted by December 31, 2018 if you are not applying. 11. Grantee shall procure and maintain, at Grantee's sole cost and expense, policies of insurance as required by the City Attorney. 12, To the fullest extent permitted by law, Grantee shall defend (at Grantee's sole cost and expense), indemnify, protect, and hold harmless City and O y's Related Parties from and against any and all liabilities, actions, suits, claims, demands, losses, costs, judgments, Scanned by CamScanner Janwry ter,2078 Equa ty CoNornis instArte Paps 3 of 3 arbitration awards,settlements,damages,demands,orders,penalties,and expenses including legal coda and anorney fees(collectivaly'Clairna').Including but not amited to Claims arlaft from or related to(1)k*xies to or death of persons,Including without limitation Grantees, Related Parties and Grantee's Beneficiaries,(0)damage to property,including property owned by any of Grantee's Related Parties.Grantees Beneficiaries,or City.(ift)any violation of any federal, state. or local law or regulation,ad(iv)actual or alleged errors and omissions of Grantee or any of Grantee's Related Parties.to the full extent not directly caused by the negligence or w1WW misconduct of the City or any of City's Related Parties. Under no circurnatences shall the scope or nature of Grantee's insurance required by this Agreement be construed to limit Grantee's duty to indemnify.defend or hold City harmless hereunder. 13. In cwnrwclion with Services under this Agreement,Grantee shall not disukninme against any employee or applicant for employment because of actual or perceived racer.religion,color,sox, age. marital status.ancestry, national origin(i.e.,place of Orion,Immigration status.cultural or linguistic characteristics,or ethnicity).sexual orientation,gender identity.gender expression, Physical or mental disability, or medical condition(each a'prohihited basis'). Grantee shall ensure that Grarttes's RdaW Parties are employed. and that contractors and volunteers we engaged(to the extern applicable).and that Grantee's Related Parties are Crested during their employment or engagement by Grantee,without regard to any prohibited basis.As a condition PnNNKWtt to City's entry into thbl Agreement.Grantee has warranted and covenanted that Grantee's actions and omissions hereunder stall not incorporate any discrimination arising from or related to any prohibited basis in any Grantee activity,including but not limited to ttte folfowkg:employment, upgrading,demotion or transfer.recruitment or recruitment advertising; layoff or termination; provision of benefits, rates of pay or other fames of compensation;and selection for training, Including apprenticeship. Grantee shall fully comply with the provisions of Palm Sprigs Municipal Code Section 7.09.040 relating to non-discrimination in city conusc*ing. 14.This Agreement contains all of the agreements between City and Grantee,and cannot be amended or modified except by written agreement.If any portion of this Agreement is dedared invalid or unenforceable by valid judgment or decree of a court of competent jtxisdidion, such invalidity or unerdorcesbillit)r shall not affect any of the rernahing portions of this Agreement, which shall be interpreted to carry out the intent of the parties hereunder.Each of the persons sxm&ng this Agreement on behalf of a party hereto warrants that helshe is duty atdhorbmd to execute Phis Agreement on behalf of said party, and that by so executing this Agreement the party hereto for which this Agreement is executed is formally bound to the provisions of this Agreement.The parties may execute this Agreement in any n Mber of counterptrrts,received by the City as an origirial or as a digital image; together, an counterparts form a satgie document CITY AF PALM StoplNr38 avid H. Ready, AGREED Cfty Manager EQUALITY CALIFORNIA INSTITUTE 71 Nerve and Tie $IgnBtUre APPROVED 13Y CITY COUNCIL S•s. T Id " City Cler Scanned by CamScanner l 0 DATE(MMDD/YYYY) A�n CERTIFICATE OF LIABILITY INSURANCE 3/17/2017 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(les) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endomement(s). HIT PRODUCER M :CT 1st Community NAE Insurance Services 1st Community Insurance Services IAIC No Exit-PHONE NC No: PO Box 2408 ADDRESS,service@Cisps.com INSURERS AFFORDING COVERAGE NAIC N Palm Springs CA 92263 INSURERA NOn Profits Insurance Alliance of NIAC INSURED INSURERB:State Comp. Ins. Fund 35076 Equality California Institute INSURER C: 202 W First St. , Ste. 3-0130 INSURER D: INSURER E: Los Angeles CA 90012 INSURER F: COVERAGES CERTIFICATE NUMBER:2017-2018 Liability REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE AlNqn DDL SUER POLIPOLICY NUMBER MM DCYDNYYY MMDDY/YYYY LIMITS L7R X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE S 1,000,000 A CLAIMS-MADE F OCCUR PREMISES Ea ocw DAMA71!TO ante $ 500,000 X 2017-11627 2/20/2017 2/20/2018 MED EXP(Any one person) $ 20,000 PERSONAL 8 ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE S 2,000,000 X POLICY PRO ❑JECT LOC PRODUCTS-COMP/OP AGG $ 2,000,000 OTHER: LIQUOR LIABILITY S 1,000,000 AUTOMOBILE ABILITY Ea MBINE accideccide nt I L $ LI 1,000,000 AJANY AUTO BODILY INJURY(Per person) $ ALL OWNED SCHEDULED 2017-11627 2/20/2017 2/20/2018 BODILY INJURY(Per accident) $ AUTOS AUTOS PROPERTY DAMAGE $ HIRED AUTOS X NON-OWNED EO Pwaccident X UMBRELLA LIAB OCCUR EACH OCCURRENCE $ 4,000,000 4 A EXCESS LIAB CLAIMS-MADE AGGREGATE $ 4,000,000 DIED RETE I 12017-11627-LIIM 2/20/2017 2/20/2018 $ WORKERS COMPENSATION XI STATUTE ERH AND EMPLOYERS'LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE Y/N E.L.EACH ACCIDENT $ 1,000,000 OFFICERIMEMBER EXCLUDED? NIA B (Mandatory in NH) y 9168235-2016 10/18/2016 10/16/2017 E.L.DISEASE-EA EMPLOYE $ 1 000 000 If yes,describe under E.L.DISEASE-POLICY LIMIT $ 1,000 000 DESCRIPTION OF OPERATIONS below A Directors 6 Officers Liab. 2017-11627 2/20/2017 2/20/2018 $1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached If more space Is required) Certificate holder is named as additional insured if indicated by 'rX" above. Additional insured status and/or Waiver of Subrogation status applies only to the extent that the work is performed under or subject to a written agreement or contract. The policy provisions govern in all situations. A waiver of subrogation is included in favor of the certificate holder subject to all the policy provisions and only if indicated by "Y" above. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Palm Springs THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Attn: City Manager ACCORDANCE WITH THE POLICY PROVISIONS. 3200 E. Tahquitz Canyon Way Palm Springs, CA 92262 AUTHORIZED REPRESENTATIVE Mike Beyer/MIKEB 4D1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25(2014101) The ACORD name and logo are registered marks of ACORD INS025(201401) ENDORSEMENT AGREEMENT WAIVER OF SUBROGATION 9168235-16 STATE NEW NFURANCE SP FUND PAGE 1 HOME OFFICE SAN FRANCISCO EFFECTIVE DECEMBER 15, 2016 AT 12 . 01 A.M. AND EXPIRING OCTOBER 18, 2017 AT 12 .01 A.M. ALL EFFECTIVE DATES ARE AT 12:01 AM PACIFIC STANDARD TIME OR THE TIME INDICATED AT PACIFIC STANDARD TIME EQCAI 202 W. FIRST ST. SUITE 3-0130 LOS ANGELES, CA 90012 ANYTHING IN THIS POLICY TO THE CONTRARY NOTWITHSTANDING, IT IS AGREED THAT THE STATE COMPENSATION INSURANCE FUND WAIVES ANY RIGHT OF SUBROGATION AGAINST, CITY OF PALM SPRINGS WHICH MIGHT ARISE BY REASON OF ANY PAYMENT UNDER THIS POLICY IN CONNECTION WITH WORK PERFORMED BY, EQCAI IT IS FURTHER AGREED THAT THE INSURED SHALL MAINTAIN PAYROLL RECORDS ACCURATELY SEGREGATING THE REMUNERATION OF EMPLOYEES WHILE ENGAGED IN WORK FOR THE ABOVE EMPLOYER. IT IS FURTHER AGREED THAT PREMIUM ON THE EARNINGS OF SUCH EMPLOYEES SHALL BE INCREASED BY 03%. NOTHING IN THIS ENDORSEMENT CONTAINED SHALL BE HELD TO VARY, ALTER, WAIVE OR EXTEND ANY OF THE TERMS, CONDITIONS, AGREEMENTS, OR LIMITATIONS OF THIS POLICY OTHER THAN AS STATED. NOTHING ELSEWHERE IN THIS POLICY SHALL BE HELD TO VARY, ALTER, WAIVE OR LIMIT THE TERMS, CONDITIONS, AGREEMENTS OR LIMITATIONS OF THIS ENDORSEMENT. COUNTERSIGNED AND ISSUED AT SAAN FRANCISCO: DECEMBER 22, 2016 2570 AUTHORIZED REPRESEN'tcr YfIVE PRESIDENT AND CEO SCIF FORM 10217 IREV.7-2014) OLD DP 217 ENDORSEMENT AGREEMENT WAIVER OF SUBROGATION 9168235-17 STATEE RENEWAL SP FUND PAGE 1 HOME OFFICE SAN FRANCISCO EFFECTIVE FEBRUARY 1, 2018 AT 12 . 01 A.M. ALL EFFECTIVE DATES ARE AND EXPIRING OCTOBER 18, 2018 AT 12 .01 A.M. AT 12:01 AM PACIFIC STANDARD TIME OR THE TIME INDICATED AT PACIFIC STANDARD TIME EQCAI 3701 WILSHIRE BLVD STE 725 LOS ANGELES, CA 90010 ANYTHING IN THIS POLICY TO THE CONTRARY NOTWITHSTANDING, IT IS AGREED THAT THE STATE COMPENSATION INSURANCE FUND NAIVES ANY RIGHT OF SUBROGATION AGAINST, CITY OF PALM SPRINGS WHICH MIGHT ARISE BY REASON OF ANY PAYMENT UNDER THIS POLICY IN CONNECTION WITH WORK PERFORMED BY, EQCAI IT IS FURTHER AGREED THAT THE INSURED SHALL MAINTAIN PAYROLL RECORDS ACCURATELY SEGREGATING THE REMUNERATION OF EMPLOYEES WHILE ENGAGED IN WORK FOR THE ABOVE EMPLOYER. IT IS FURTHER AGREED THAT PREMIUM ON THE EARNINGS OF SUCH EMPLOYEES SHALL BE INCREASED BY 03%. NOTHING IN THIS ENDORSEMENT CONTAINED SHALL BE HELD TO VARY, ALTER, WAIVE OR EXTEND ANY OF THE TERMS, CONDITIONS, AGREEMENTS, OR LIMITATIONS OF THIS POLICY OTHER THAN AS STATED. NOTHING ELSEWHERE IN THIS POLICY SHALL BE HELD TO VARY, ALTER, WAIVE OR LIMIT THE TERMS, CONDITIONS, AGREEMENTS OR LIMITATIONS OF THIS ENDORSEMENT. COUNTERSIGNED AND ISSUED AT SSAAN FRANCISCO: FEBRUARY 7 , 2018 2570 AUTHORIZED REPRESEN,�Cf/YfIVE PRESIDENT AND CEO SCIF FORM 10217 IREV.7-2014) OLD OF 217 NONPROFITS 0 INSURANCE ALLIANCE OF CALIFORNIA A Head forInsurance.A Heart for Nonprofits. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. AMENDED NOTICE OF CANCELLATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART BUSINESS AUTO COVERAGE FORM Cancellation: 30 Days Notice of Cancellation Person or Organization City of Palm Springs If we cancel this policy for any statutorily permitted reason other than nonpayment of premium,we will mail notice of cancellation to the person or organization shown above. We will mail such notice to the address shown at least the number of days shown for cancellation. NIAC-E6410 12 NMINONPROFITS INSURANCE ALLIANCE OF CALIFORNIA A Head Jar Insurance.A Heart for Nonprof/ts. POLICY NUMBER: 2017-11627 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED PRIMARY AND NON-CONTRIBUTORY ENDORSEMENT FOR PUBLIC ENTITIES This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART A. SECTION II—WHO IS AN INSURED is amended to include any public entity as an additional insured for whom you are performing operations when you and such person or organization have agreed in a written contract or written agreement that such public entity be added as an additional insured(s) on your policy, but only with respect to liability for"bodily injury', "property damage"or"personal and advertising injury" caused, in whole or in part, by: 1. Your negligent acts or omissions; or 2. The negligent acts or omissions of those acting on your behalf; in the performance of your ongoing operations. No such public entity is an additional insured for liability arising out of the"products-completed operations hazard" or for liability arising out of the sole negligence of that public entity. B. With respect to the insurance afforded to these additional insured(s), the following additional exclusions apply. This insurance does not apply to"bodily injury"or"property damage" occurring after: 1. All work, including materials, parts or equipment furnished in connection with such work, on the project(other than service, maintenance or repairs)to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or 2. That portion of"your work" out of which injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. C. The following is added to SECTION III—LIMITS OF INSURANCE: The limits of insurance applicable to the additional insured(s)are those specified in the written contract between you and the additional insured(s), or the limits available under this policy,whichever are less. These limits are part of and not in addition to the limits of insurance under this policy. D. With respect to the insurance provided to the additional insured(s), Condition 4. Other Insurance of SECTION IV—COMMERCIAL GENERAL LIABILITY CONDITIONS is replaced by the following: 4. Other Insurance a. Primary Insurance This insurance is primary if you have agreed in a written contract or written agreement: NIAC-E61 12 15 Page 1 of 2 (1) That this insurance be primary. If other insurance is also primary, we will share with all that other insurance as described in c. below; or (2) The coverage afforded by this insurance is primary and non-contributory with the additional insured(s)'own insurance. Paragraphs (1)and (2) do not apply to other insurance to which the additional insured(s) has been added as an additional insured or to other insurance described in paragraph b. below. b. Excess Insurance This insurance is excess over: 1. Any of the other insurance,whether primary, excess, contingent or on any other basis: (a) That is Fire, Extended Coverage, Builder's Risk, Installation Risk or similar coverage for "your work"; (b) That is fire, lightning, or explosion insurance for premises rented to you or temporarily occupied by you with permission of the owner; (c) That is insurance purchased by you to cover your liability as a tenant for"property damage"to premises temporarily occupied by you with permission of the owner; or (d) If the loss arises out of the maintenance or use of aircraft, "autos" or watercraft to the extent not subject to Exclusion g. of SECTION I—COVERAGE A—BODILY INJURY AND PROPERTY DAMAGE. (e) That is any other insurance available to an additional insured(s) under this Endorsement covering liability for damages arising out of the premises or operations, or products- completed operations, for which the additional insured(s) has been added as an additional insured by that other insurance. (1) When this insurance is excess, we will have no duty under Coverages A or B to defend the additional insured(s) against any"suit" if any other insurer has a duty to defend the additional insured(s)against that"suit". If no other insurer defends, we will undertake to do so, but we will be entitled to the additional insured(s)' rights against all those other insurers. w will a only our share of the amount n this insurance is excess over other insurance a II (2) When s pay Y of the loss, if any, that exceeds the sum of: (a) The total amount that all such other insurance would pay for the loss in the absence of this insurance; and (b) The total of all deductible and self-insured amounts under all that other insurance. (3) We will share the remaining loss, if any, with any other insurance that is not described in this Excess Insurance provision and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. c. Methods of Sharing If all of the other insurance available to the additional insured(s) permits contribution by equal shares, we will follow this method also. Under this approach each insurer contributes equal amounts until it has paid its applicable limit of insurance or none of the loss remains,whichever comes first. If any other the other insurance available to the additional insured(s) does not permit contribution by equal shares,we will contribute by limits. Under this method, each insurer's share is based on the ratio of its applicable limit of insurance to the total applicable limits of insurance of all insurers. NIAC-E61 12 15 Page 2 of 2 FUNDING AGREEMENT Equality California Institute - EQCAI THIS FUNpING AGREEMENT ("Agreement") is made and entered into this _7 day of C&CakA V— , 2016, by and between the City of Palm Springs, a California charter city and municipal corporation, (herein "City"), and Equality California Institute - EQCAI, a California non-profit corporation, (herein "Recipient"). RECITAL A. The City and Recipient are mutually interested in the continued operation of the Equality California Institute and the provision of a variety of programs and services to achieve and maintain full and lasting equality, acceptance, and social justice for all people in the diverse LGBT Palm Springs community. B. The Recipient has agreed to continue to operate the Equality California Institute and provide a variety of programs and services to the Palm Springs community as generally contemplated in this Agreement. C. Based on its experience and reputation, the Recipient is qualified and willing to continue the operation of the Equality California Institute and provide a variety programs and services to outreach and education programs in non-discrimination, immigration, transgender rights, healthcare, HIV/PrEP, seniors, youth and schools, faith and criminal justice in Palm Springs. D. City desires to help underwrite the continued operation of the Equality California Institute and the provision of programs and services of Recipient. NOW, THEREFORE, in consideration of the promises and mutual agreements contained herein, the parties hereto agree as follows: AGREEMENT 1. SERVICES OF RECIPIENT 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, Recipient agrees to support the local work of EQCAI and provide a variety of programs and services to the Palm Springs community as described in the Scope of Services/Work attached to this Agreement as Exhibit "A" and in recognition of City's support attached to this Agreement as Exhibit "B". 1.2 Compliance with Law. All services rendered under this Agreement shall be provided in accordance with all laws, ordinances, resolutions, statutes, rules, and regulations of City and any federal, state, or local governmental agency of competent jurisdiction. 1.3 Licenses and Permits. Recipient shall obtain at its sole cost and expense such licenses, permits, and approvals as may be required by law for the performance of the services required by this Agreement. ORIGINAL BID 9516%195iN I ANDIORAGREEMENT 1.4 Promotional Literature. In the event Recipient distributes promotional literature advertising the Services, City shall be acknowledged as a sponsor of the Services. 1.5 Volunteer Coordination. To the extent reasonable, if requested by City, Recipient agrees to notify its employees, members and volunteers of opportunities to volunteer at City events. 2. COMPENSATION OF RECIPIENT 2.1 Compensation of Recipient. City agrees to provide Recipient with funding in an amount not to exceed five thousand dollars ($5,000.00) to be used for providing the Services. 2.2 Method of Payment. City will provide Recipient with funding within thirty (30) days of receipt of an invoice from Recipient. 2.3 Changes. In the event any change or changes to the Services is requested by City, the parties hereto shall execute a written amendment to this Agreement, setting forth with particularity all terms of such amendment, including, but not limited to, any additional funding. 3. PERFORMANCE SCHEDULE 3.1 Time of Essence. Time is of the essence in the performance of this Agreement. 3.2 Schedule of Performance. Recipient shall complete the Services no later than June 30, 2017. Any remaining unused funds after June 30, 2017 shall be returned to City. 3.3 Force Maieure. The time for performance of services to be rendered pursuant to this Agreement may be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of Recipient, including, but not limited to, acts of God or of a public enemy, acts of the government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight embargoes, and unusually severe weather if Recipient shall within ten (10) days of the commencement of such condition notify the Contract Officer who shall thereupon ascertain the facts and the extent of any necessary delay, and extend the time for performing the services for the period of the enforced delay when and if in the Contract Officer's judgment such delay is justified, and the Contract Officer's determination shall be final and conclusive upon the parties to this Agreement. 3.4 Term. Unless earlier terminated in accordance with Section 8.5 of this Agreement, this Agreement shall continue in full force and effect for a period of twelve months, commencing on July 1, 2016, and ending on June 30, 2017 unless extended by mutual written agreement of the parties. 111L..11516'N.1 2 4. COORDINATION OF WORK 4.1 Representative of Recipient. The following principal of Recipient is hereby designated as being the representative of Recipient authorized to act on its behalf with respect to the Services specified herein and make all decisions in connection therewith: Kenny Cassady, Director of Development & Corporate Partnerships. 4.2 Contract Officer. The Contract Officer shall be the City Manager, or his/her designee. Unless otherwise specified herein, any approval of the City required hereunder shall mean the approval of the Contract Officer. 4.3 Prohibition Against Subcontracting or Assignment. Recipient shall not contract with any other individual or entity to perform in whole or in part the Services required hereunder without the express written approval of City. In addition, neither this Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of City. 4.4 Independent Contractor. Neither City nor any of its employees shall have any control over the manner, mode, or means by which Recipient, its agents or employees, perform the services required herein, except as otherwise set forth herein. Recipient shall perform all services required herein as an independent contractor of City and shall not be an employee of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role; however, City shall have the right to review Recipient's work product, result, and advice. Recipient shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. 5. INSURANCE Recipient shall procure and maintain, at its sole cost and expense, policies of insurance as required by the City Attorney. 6. INDEMNIFICATION To the fullest extent permitted by law, Recipient shall defend (at Recipient's sole cost and expense), indemnify, protect, and hold harmless City, its elected officials, officers, employees, agents, and volunteers (collectively the "Indemnified Parties"), from and against any and all liabilities, actions, suits, claims, demands, losses, costs, judgments, arbitration awards, settlements, damages, demands, orders, penalties, and expenses including legal costs and attorney fees (collectively "Claims"), including but not limited to Claims arising from injuries to or death of persons (Recipient's employees included), for damage to property, including property owned by City, from any violation of any federal, state, or local law or ordinance, and from errors and omissions committed by Recipient, its officers, employees, representatives, and agents, which Claims arise out of or are related to Recipient's negligence or willful misconduct in the performance of this Agreement, but excluding such Claims arising from the negligence or willful misconduct of the City, its elected officials, officers, employees, agents, and volunteers. Under no circumstances shall the insurance requirements and limits set forth in this Agreement be construed to limit Recipient's indemnification obligation or other liability hereunder. 9516%19516%.1 3 7. RECORDS AND REPORTS 7.1 Reports. Recipient shall prepare and submit to the Contract Officer a report concerning the performance of the Services required by this Agreement within thirty (30) days of completion of the Services or upon expiration of this Agreement, whichever occurs first. 7.2 Records. Recipient shall keep such books and records as shall be necessary to properly perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. The Contract Officer shall have full and free access to such books and records at all reasonable times, including the right to inspect, copy, audit, and make records and transcripts from such records. 7.3 Cost Records. Recipient shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred while performing under this Agreement and shall make such materials available at its offices at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment for inspection by City and copies thereof shall be promptly furnished to City upon request. 8. ENFORCEMENT OF AGREEMENT 8.1 California Law. This Agreement shall be construed and interpreted both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim, or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Riverside, State of California, or any other appropriate court in such county, and Recipient covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. 8.2 Waiver. No delay or omission in the exercise of any right or remedy of a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. No consent or approval of City shall be deemed to waive or render unnecessary City's consent to or approval of any subsequent act of Recipient. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 8.3 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. 8.4 Legal Action. In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct, or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain injunctive relief, a declaratory judgment, or any other remedy consistent with the purposes of this Agreement. „ii� 43t6V 1 4 8.5 Termination Prior to Expiration of Term. City reserves the right to terminate this Agreement at any time, with or without cause, upon thirty (30) days written notice to Recipient, except that where termination is due to the fault of Recipient and constitutes an immediate danger to health, safety, and general welfare, the period of notice shall be such shorter time as may be determined by the City. Upon receipt of the notice of termination, Recipient shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Recipient shall be entitled to compensation for all services rendered prior to receipt of the notice of termination and for any services authorized by the Contract Officer thereafter. Recipient may terminate this Agreement, with or without cause, upon thirty (30) days written notice to City. 9. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION 9.1 Non-Liability of City Officers and Employees. No officer or employee of City shall be personally liable to the Recipient, or any successor-in-interest, in the event of any default or breach by City or for any amount which may become due to the Recipient or its successor, or for breach of any obligation of the terms of this Agreement. 9.2 Conflict of Interest. Recipient acknowledges that no officer or employee of the City has or shall have any direct or indirect financial interest in this Agreement, nor shall Recipient enter into any Agreement of any kind with any such officer or employee during the term of this Agreement and for one year thereafter. Recipient warrants that Recipient has not paid or given, and will not pay or given, any third party any money or other consideration in exchange for obtaining this Agreement. 9.3 Covenant Against Discrimination. Recipient covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination or segregation in the performance of or in connection with this Agreement regarding any person, or group of persons, on account of race, color, creed, religion, gender, sexual orientation, gender identity, gender expression, marital status, national origin, ancestry, physical or mental disability, or medical condition. 9.4 Political Use/Lobbying. Recipient covenants that the funds provided by City pursuant to this Agreement will not be used for political advocacy or lobbying purposes. 9.5 Non-Discrimination Certification. a) Recipient certifies and represents that, during the performance of the Agreement, the Recipient and any other parties with whom it may contract shall adhere to the City's non-discrimination and equal benefits as provided in the Section to assure that applicants and employees are treated equally and are not discriminated against because of their actual or perceived race, color, religion, ancestry, national origin, disability, medical condition, marital status, domestic partner status, sex, gender, gender identity, gender expression, national origin, ancestry, or sexual orientation. Recipient further certifies that it will not maintain any segregated facilities. 1s 1�.„5,6�1 5 b) Recipient shall, in all solicitations or advertisements for applicants for employment placed by or on behalf of this Agreement, state that it is an "equal opportunity employer" or that all qualified applicants will receive consideration for employment without regard to their actual or perceived race, color, religion, ancestry, national origin, disability, medical condition, marital status, domestic partner status, sex, gender, gender identity, gender expression, or sexual orientation. c) Recipient shall certify that it has not, in the performance of this Agreement, discriminated against applicants or employees because of their actual or perceived race, color, religion, ancestry, national origin, disability, medical condition, marital status, domestic partner status, sex, gender, gender identity, gender expression, or sexual orientation. d) If requested to do so by the Contract Officer, Recipient shall provide the City with access to copies of all of its records pertaining or relating to its employment practices, except to the extent such records or portions of such records are confidential or privileged under state or federal law. e) Recipient agrees to recruit Coachella Valley residents initially and to give them preference, if all other factors are equal, for any new positions which result from the performance of this Agreement and which are performed within the city. The Contract Officer may agree to modify requirement where it is in conflict with federal or state laws or regulations. f) Nothing contained in this Agreement shall be construed in any manner so as to require or permit any act which is prohibited by law. 10. MISCELLANEOUS PROVISIONS 10.1 Notice. Any notice, demand, request, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by pre-paid, first-class mail to the address set forth below. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated seventy-two (72) hours from the time of mailing if mailed as provided in this Section. To City: City of Palm Springs Attention: City Manager 3200 E. Tahquitz Canyon Way Palm Springs, California 92262-6959 To Recipient: Equality California Institute 202 W 15t St, Ste 3-0130 Los Angeles, CA 90012-4299 10.2 Intearated Agreement. This Agreement contains all of the agreements of the parties and cannot be amended or modified except by written agreement. 41111.11flfi.1 6 10.3 Amendment. This Agreement may be amended at any time by the mutual consent of the parties by an instrument in writing. 10.4 Severability. In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement, which shall be interpreted to carry out the intent of the parties hereunder. 10.5 Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by so executing this Agreement the parties hereto are formally bound to the provisions of this Agreement. IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first set forth above. "CITY" CITY OF PALM SPRINGS ATTEST:: By: CIYU' By�� \Rk J1im City Clerk City Manager AP+Affornel ORM: 111`1\ APPROVE CITY COUNCIL By: ;�� JIO AA I City "RECIPIENT" By:_ Title: I(� Date: -7 111. 19i". 7 EXHIBIT "A" SCOPE OF SERVICES EQCI Application of April 11, 2016 is attached. 111 w.i•niexii 8 R FIHOHPS'Uh ling Stamp 44ALMSp MES Pi ClIfdG'CITY OF PALM SPRINGSpr 14FY 2016-17 Application for Event Sponsorships and '�' OR�1Ea IF NIP, Agency Program Funding Please submit one original and fourteen (14) copies of this completed Application and all required materials to the Office of the City Clerk, 3200 E. Tahquitz Canyon Way, Palm Springs, California, 92262. The submission deadline is 3:00 PM on Thursday, April 7, 2016. Applications will not be considered complete until all submittal requirements are met. For answers requiring more explanation, please add separate sheet. If a question is not applicable, please indicate. GENERAL INFORMATION Applicant Name: Equality California Institute (EQCAI) Mailing Address: 202 W. 1 St St., Suite 3-0130, Los Angeles, CA 90012 Physical Address: 318 N. Palm Canyon Dr. Palm Springs CA 92262 Phone: 323.848.9801 Email Address: kenny@eqca.org Website Address: www.egca.org 68-0438008 2004 Tax ID Number: Year Obtained: 501(c)(3) Number: 68-0438008 Year Obtained: 2004 Name of Program or Event: Grant to support the local work of EQCAI Anticipated Date of Event: ongoing in 2016/2017 Amount of City Funding Requested: $10,000 Estimated Attendance at Event/Program: LGBT people and others across county General Description of Event: This grant is for program work here in Palm Springs and across the inland empire. ORGANIZATION /AGENCY INFORMATION Mission Statement: Our mission is to achieve and maintain full and lasting equality, acceptance, and social justice for all people in our diverse LGBT communities. General Activities or Services Provided: EQCA Institute is an I.R.S. 501 (c)(3) organization that utilizes advocacy, education, and mobilization programs to achieve its mission. First established in 2000 Years/Months in Existence: 14 6 Number of Staff/Volunteers: Full Time: Part Time: 2 40+ Contracted: Volunteers: Organization/Agency Contact: Name Email Kenny Cassady kenny@eqca.org Telephone Facsimile 760.641.0082 323.848.9246 CEO/Executive Director Name Email Rick Zbur rick@eqca.org Telephone Facsimile 323.848.9801 323.848.9246 Board of Directors Chairperson/President Name Email Beth Collins-Burgard (EQCA Institute) bcollins@bhfs.com Telephone Facsimile 805.963.7000 805.965.4333 Scope of Services — Description of Event or Program. This information will be part of the ' fund'ing agreement, if awarded (attach separate sheet if needed): EQCA is the only statewide LGBT civil rights advocacy organization with an office in Palm Springs, and doing regular work here in the Coachella Valley to help achieve our mission. We have a full time development director based here and are recruiting a new part time field organizer. Our work includes outreach and education programs in non- discrimination, immigration, transgender rights, healthcare, HIV/PrEP, seniors, youth & schools, faith and criminal justice. Identify the target population and describe how the event/program will benefit the residents of Palm Springs (attach separate sheet if needed): Our work benefits LGBT residents of Palm Springs and also people in those communities in which we are a part, including faith communities, people of color, transgendered residents, youth and seniors. With support from many dedicated volunteers and our LA program team, our local organizer will continue our work through presence at Village Fest and other local events as well as partnering with and supporting the work of other local organizations in those communities in which LGBT people are a part, such a Desert AIDS Project, The Center, Safe Schools of the Desert, PS Pride, Desert Stonewall Democrats and many others. One example of our work that directly benefits local Palm Springs residents, is that we help residents sign up for healthcare through new federal and state programs. Does the Agency provide any donations and/or grants to other organizations? If yes, , please list name of organization and amount donated or granted: Equality California Institute only provide sub-grants as a part of restricted grants that are pre-arranged as a condition of the grant. This grant would not provide for any sub grant: Locally, EQCA and EQCAI have supported The Harvey Milk Diversity Breakfast, Safe Schools of the Desert and Palm Springs Pride, all at $1,000 each or less per year. Total amount needed to fund event or program: EQCAI has a $2.53M budget for 2016 EQCAI is supported by foundation grants and List all other sources of other funding: corporate/private donations. Funders include: California Endowment and Foundations of Comcast, David Bohnett, David Geffen, Elton John, Ford, Gill, Verizon and others. Local sponsors include: Eisenhower, Desert Regional, DAP and others. Has all other funding been secured? YES ❑✓ NO Is this request to fund a New Event or Program? 7YES ✓❑NO Is this request the expansion of an Event or Program? ZYES F]NO Is this request for a one-time need or purchase? YES ❑� NO Is organization/agency a prior City sponsorship recipient? ❑� YES ❑ NO For Event Sponsorship, describe the economic benefit to the City, including the percentage of local attendees, attendees traveling 50+ miles, and overnight stays. Include estimated number of room nights (attach separate sheet if needed): In recognition of the City's support, we would be happy to extend sponsor benefits at 2016 Palm Springs Equality Awards. If the City chooses we'd offer benefits at a level equal or close to the dollar amount of the grant. This might include a table of 10 at the event and logo placement. The event is October 15, 2016 at the Riviera Resort & Spa. The event draws over 500 guests from destinations all over California, generating tourism dollars of an unknown amount, and an estimated 100+ room nights. 4 CERTIFICATIONS AND DECLARATIONS (Must be signed by an Authorized Agent of the Board of Directors) 1. 1 declare that all statements contained in this application and any accompanying documents are true and correct, with full knowledge that all statements made in this application are subject to investigation. 2. 1 further agree that any funds received in response to this application will be used for the purpose for which they were requested, and the recipient organization will comply with the procedures and requirements set forth in this application and any rule, regulations or contractual agreement, and any funds not used for their specified purpose must be returned to the City of Palm Springs. 3. 1 understand that all applicants will be required to comply with the City's non-discrimination policy in effect at the time of grant award. 4. 1 am authorized by the Board of Directors to execute and submit this application. 6 7 /* Signature/Print Date (ZA2��J (��54 Print Name Title Signature/Print Date Print Name Title Signature/Print Date Print Name Title REQUIRED DOCUMENTS ATTACHMENT 1 BOARD OF DIRECTORS Designated agent for service of process: Name Telephone Rick Zbur, Executive Director 323.848.9801 Address City, State, Zip 202 W. 1 st St., Suite 3-0130 Los Angeles, CA 90012 Insert behind the Attachment 1: List of Board of Directors ❑ Board of Directors compensation (if applicable) F Jay Thompson R6CGI��i� CITY OF PALM SPRING From: Kenny Cassady <kenny@egca.org> Sent: Monday, April 25, 2016 3:36 PM 2616 APR 25 PM 5: 09 To: Jay Thompson Subject: Grant Application for Equality California Institute JAMES 1'1-10MPSUP: CITY CLERK Hello Jay, Thanks again for taking my call today regarding our grant application missing the deadline. As I explained, this an application for renewal of support from the City. The City has generously supported our organization for many years but due to staffing changes here (as you're probably aware, George Zander is no longer with us), the notice of your new formal application process did not make it to my desk. Consequently, I was unaware of the new process or the deadline until one of the City Council members mentioned it, coincidentally a mere 24 hours before the deadline. So, I scrambled and got it all finished (it was a bit complicated partially because one of the forms requested is very unusual and we had to get from our auditors) but not until an hour after your office closed that night of the deadline. Then you're closed Friday of course, so it was Monday before I could turn it in, which is the next business day for the City. All this said, being that this is a renewal of support and your process is new, I'm hoping you'll accept the application for equal consideration with all the others. Please confirm receipt of this email, and let me know if the application will be accepted, or if I should speak with anyone else at the City to facilitate this request. Thank you very much for your kind consideration and guidance, Kenny Kenny Cassady Director of Development and Corporate Partnerships Equality California I Equality California Institute 760,641.0082 Mobile 318 N. Palm Canyon Drive Palm Springs, CA 92262 Los Angeles Headquarters'. 202 W. I st St_Suite 3-0130 Los Angeles,CA 90012 Fac 31-3 848 9246 1 Jay Thompson F PALH SPRIN From: Kenny Cassady <kenny@egca.org> R6C�IYGD CITY O G; Sent: Monday, April 25, 2016 3:36 PM 2616 APR 25 PM 5: 09 To: Jay Thompson Subject: Grant Application for Equality California Institute JAt1E5 THOHPSt7ts CITY CLERK Hello Jay, Thanks again for taking my call today regarding our grant application missing the deadline. As I explained, this an application for renewal of support from the City. The City has generously supported our organization for many years but due to staffing changes here (as you're probably aware, George Zander is no longer with us), the notice of your new formal application process did not make it to my desk. Consequently, I was unaware of the new process or the deadline until one of the City Council members mentioned it, coincidentally a mere 24 hours before the deadline. So, I scrambled and got it all finished (it was a bit complicated partially because one of the forms requested is very unusual and we had to get from our auditors) but not until an hour after your office closed that night of the deadline. Then you're closed Friday of course, so it was Monday before I could turn it in, which is the next business day for the City. All this said, being that this is a renewal of support and your process is new, I'm hoping you'll accept the application for equal consideration with all the others. Please confirm receipt of this email, and let me know if the application will be accepted, or if I should speak with anyone else at the City to facilitate this request. Thank you very much for your kind consideration and guidance, Kenny Kenny Cassady Director of Development and Corporate Partnerships Equality California I Equality California Institute 760.641.0082 Mobile 318 N. Palm Canyon Drive Palm Springs, CA 92262 Los Ankles Hwdquartas: 202 W. I st SL,Suite 3-0130 Los Angeles,CA 90012 Fax 313.8489246 I REQUIRED DOCUMENTS ATTACHMENT 1 BOARD OF DIRECTORS Designated agent for service of process: Name Telephone Rick Zbur, Executive Director 323.848.9801 Address City, State, Zip 202 W. 1 st St., Suite 3-0130 Los Angeles, CA 90012 Inserfbehind the Attachment 1: 7 List of Board of Directors ❑ Board of Directors compensation (if applicable) a Equality California Institute Board of Directors BOARD OFFICERS Beth Collins-Burgard President Mandy Lee Vice-President Sam Leslie Treasurer EXECUTIVE COMMITTEE Beth Collins-Burgard President Mandy Lee Vice-President Sam Leslie Treasurer Laura Zagar Board Governance Chair David Cruz Secretary Joyce Rowland Member-At-Large Roberta Conroy Member-At-Large BOARD OF DIRECTORS Hon. Richard Bloom Hon. Joan Buchanan Hon. Betsy Butler Ray Cherry David Cruz Steven Jacobs Hon. Ricardo Lara Mandy Lee Sam Leslie Lisa Middleton Joyce Rowland Sarah Takahama Rev. Neil Cazares-Thomas Erik Terred Jackie Thomas Mark Vargas Hon. Betty Yee Laura G. Zagar Background Hon. Richard Bloom Assemblymember California State Assembly Los Angeles Hon. Joan Buchanan Assemblymember California State Assembly Alamo Hon. Betsy Butler Interim Executive Director California Women's Law Center Marina Del Rey Ray Cherry Vice President & Private Wealth Advisor Private Wealth Management Union Bank Los Angeles David Cruz Professor of Law University of Southern California - Gould School of Law West Hollywood Rabbi Steven Jacobs Rabbi (Ret.) Retired Burbank Hon. Ricardo Lara State Senator 33rd Senate District of California Sacramento Mandy Lee Vice President of Government Affairs California Retailers Association Sacramento Sam Leslie Managing Partner LEA Accountancy LLP Los Angeles Lisa Middleton Planning Commissioner City of Palm Springs Palm Springs Joyce Rowland Senior Vice President of Human Resources Sempra Energy Rancho Santa Fe Sarah Takahama Partner Carpenter, Sievers, & Takahama Sacramento Erik Terreri Consultant Trialcraft San Francisco Jackie Thomas President ThomBoy Properties, Inc. Palm Springs, California Reverend Neil G. Cazares-Thomas Senior Pastor Cathedral of Hope Dallas, Texas Mark Vargas Member California Coastal Commission Los Angeles Hon. Betty Yee State Controller State of California Alameda Laura G. Zagar Partner Perkins Coie San Diego ATTACHMENT 2 NON-PROFIT INFORMATION AND FILINGS Insert behind the Attachment 2 Cover Sheet ALL of the following: ( IRS 501(c)(3) Certification Letter Last Filed IRS Form 990 F/ Last Filed CA FTB Form 199 7 INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY P. G'. BOX 250S CINCI NNATI, vH15201 AUG ('�(1 Employer Identification Number: Date: G 11 2004 6S -0438008 OLN: 1'053087862054 EQUALITY CALIFORNIA INSTITUTE Contact Person: 23'0 MARKET ST 2ND !TLR GERRY R McLATJGHLIN ID# 31115 SAN FRANCISCO, CA 94114-1574 Contact Telephone Number: i87%) 829-5500 Public Charity status: 170 (b) (1) (A) (vi) Dear Applicant: N3,,....^.b_ -m„ w..�c 1u be =xem'p- frQm. P„;`de,r...- .i:omo i.. und: .� Se..:t.o.. 50.- ._ . slut_` the I:t'er..w.. ;?=_'venu; ':w-d<, ant y 1401':i^ be treated as a public charity, rather than as a private foundation, during an advance ruling period. Based on the information you submitted, you are classified as a public charity under the Code section listed in. the heading of this letter. Since your exemot status was not under consideration, you continue to be classified as an organization, exempt from Federal income tax under section 501 (c) (3) of the Code. Publication 557, Tax-Exempt Status for Your Organization, provides detailed information about your rights and responsibilities as an exempt organization. You may request a copy by calling the toll-free number for forms, (800i 829-3676. Information is also available on our Internet Web Site at www.irs .gov. If you have general questions about exempt organizations, please tali cur toil-free number shown in the heading between 8:00 a.m. - 6:30 p.m. Eastern time. Please keep this letter in ,your permanent records . Sincerely yours, - �. Lois G. Verner Director, Exempt Organizations Rulings and Agreements Letter 1050 (DO/CG? ** PUBLIC DISCLOSURE COPY** Return of Organization Exempt From Income Tax ' Fare 990 Under saotlon 501(o} 527,or4Y47(aXl)of the Internal Revenue Code(aawpt privets foundation$) OrprmK.nl dIM Trwury IN- Do not sMw sociel security reenbws an tins tam as itmay be made public. Inm.rntl flmu.0 e.nle. 111111 .....------ —02111111M 90 A For lhe;t014 calendar- or tax ever boolmft andending B U*ceµ C Nacre oforgaNzation D Employer Identlflcadw number HEEQUALITY CALIFORNIA INSTITUTE Doino business as 68-0438008 Qr Number and street(or P.O.box if mail Is not delivered to street address) RocMufte E Telephone number 0" q 202 W 1ST ST. , SUITE 3-0130 323 828--9801 w a - City or town,state or province,country,and ZIP or foreign postal code G a q.,K.pn.s 731, 319. OW:w LOS ANGELES CA 90012 H(a)to this a group return 0 F Name and address of principal officer:RICE{ ZBUR for subordinates? •.....Q Yea ®No ISAME AS C ABOVE H(b)nr..t«eaaw..MWdad9QYes QNe I Taxexempt 501 c 3 501 c)j ),4 finwi um. .M 49471all..I I or M 527 N'No,"attach a list.(see Instructions) WWW.E CA.ORG a tatrur—Or n i Gx aeon Trust Assocledon Other Y 1999 CA tNrlfRary 1 Briefly describe the organisation's mission or most significant activities: TO ACHIEVE FULL EQUALITY AND ACCEPTANCE FOR LESBIAN GAY BISEXUAL AND TRANSGENDER PEOPLE. 2 Check this box ► Q if the organization discomimued Its operations or disposed of more than 25%of Its net assets- 3 Number of voting members of the governing body(Part VI,line 1 a) ...... .. .... . .. .. . .... ...... .. . __ .. 3 16 4 Number of independent voting members of the governing body(Pan VI,One lb) ., .. .. .. . .. .. 4 16 5 Total nurnber cf individuals employed in calendar year 2014(Part V,One 2a) .. , ,.. . .. .. .._... ....... 6 0 6 Total number of voWmeem(eatlmate if necessary) ... .__ _. 6 200 7 a Total unrelated business revenue from Pan VIII,column(C),line 12 .. - .... .. 7 0. b Not unrelated business WaWa income from Form OWT One 34 ... 7b 0. PrlwyewYew T_. 6 ContnbuWns and grants(Part Wu,Ilse 1h) .......... ............ _ 925,142. 619, 943. 9 Program aervioe revenue(Part VIII,line 2g) ...., . . ................ 58,000. 10, 904. 10 Investment Income(Pan Vlil,column(A),lines 3,4,and . 69 . _..._..__ 29. 11 Other revenue(Pan VIII,column(A),Ones 5,6d So,f4c,10c,and 11 e) 0• 0" 12 Total revenue-add Ones 8#MM 111must equal Part Vill column LAJ.line 12 ._...., 983 211. 630 876. 13 Grants and similar amounts paid(Pan 1X,column(A),Ones 1.3) ....... ...... ..... . . ... 0. 0. 14 Bww is paid to m for members(Pan IX,column(A),line 4) .... . .... ..................... _. 0. ___......_ 0. 15 Salaries,otter oompaeation,employee benefits(Pan IX,column(A),lines 510) „ ,_933,615. 807,221. 16a Professional kundralsing fees(Pan IX column(A),line Ile) _.. . . .. . . 0• 0 b Total fundraiekgexpenses(Pwt IX,column(D),the 25) ► 35, 993. 447,885. 336 270.17 Other expenses(Part IX,column(A),Ores 11*11d,11f-24e) --_ _......-.... ,._ .. ....__.. 18 Total experdw.Add lines 13-17(moot equal Part IX,column(A),line 25) .- 1 381 5 0 0. 1 111 4 91. 19 lease Subtrac(OnetBrrom t2 ._ -398 289. -5 2 fi 5. s Be nnin a Yew 2D Total assets(Pan K line 16) 32b 15 3. 122.560. ` 21 Total liabilities(Part X One 26) ... .... .. . .... .... . .... 476 855.1 785 877. Opes. fine 21f -15 702. -6 .3 317, Under penalties of perjury,I declare that I have examined this return,Including accompanying schedules and statements,and to the best of my knowledge and beae(,It is true,correct and Uedaratbn of ar _.rei of thanoilbar Is based on all information of which prepatei has anykoowtatl / , Sign ' Signature 0( r - Dale Here ' LAURIE HASENCAMP INTERIM COO Type or print name and title' Printfryps preparer's name Preparer's- Date neck (� PTIN Paid MISS FINKELSTEIN CPA 1, ur8 -i4s' sv . 00132333 Preparar Firms ROSSI LLP Rrm'sE1N 95-4091474 Use Only Flrm'saddress► 400 OCEANGATE, SUITE 1000 LONG BEACH CA 90802 1 Phone no,56 2—4 9 5—3 3 25 432001 1"7-14 LHA For Paperwork Reduction Act Notice,we the separate instrue6orm Farts 9H0(2014) 0 14 ' E UALITY CALIFORNIA INSTITUTE 68-0438008 P 2 art ement o rogram ServiC6 Accomplishments Check if Schedule O contains a response or note to any line in this Part III .. _ .,.:._. .. ....;_.. :, 1 Briefly describe the organization's mission: TO ACHIEVE FULL EQUALITY AND ACCEPTANCE FOR LESBIAN, GAY, BISEXUAL AND TRANSGENDER PEOPLE. 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? =Yes ©No If"Yes,"describe these new services on Schedule 0. 3 Did the organization cease conducting,or make significant changes in how it conducts,any program services? ,_.,___ =Yes No If"Yes,"describe these changes on Schedule 0. 4 Describe the organization's program service accomplishments for each of its three largest program services,as measured by expenses. Section 501(c)(3)and 501(cx4)organizations are required to report the amount of grants and allocations to others,the total expenses,and revenue,if any,for each program service reported. 40 (Codo )(FrpansesA 702, 705 , n.LMip grants n1$ ) (Revenue$ ) PUBLIC EDUCATION THROUGH E-MAIL AND SOCIAL MEDIA CANVASSING OUR WEBSITE PHONE BANKING AND CONFERENCES. 4b (Code: ){ExRenses$ 282 , 006. incWdinp grants of$ ) (Revenue$ ) THROUGH A GENEROUS GRANT FROM THE CALIFORNIA ENDOWMENT, THE ORGANIZATION CONDUCTED A STATEWIDE PUBLIC EDUCATION CAMPAIGN DESIGNED TO CONNECT THOUSANDS OF UNINSURED LGBT CALIFORNIANS WITH THE RESOURCES NEEDED TO ENROLL IN THE HEALTH CARE OPTION THAT MATCHES THEIR NEEDS. TO PROVIDE INFORMATION ABOUT THE AFFORDABLE CARE ACT, THE ORGANIZATION ATTENDED EVENTS CONDUCTED EMAIL AND SOCIAL MEDIA CAMPAIGNS, AND COLLABORATED WITH OTHER ORGANIZATIONS TO TRAIN STAFF ON SPECIFIC UNDERSERVED POPULATIONS, SUCH AS UNINSURED TRANSGENDER CALIFORNIANS AND LGBT LATINOS. IN CONTINUING WITH THE EXPANSION OF ITS HEALTHCARE OUTREACH PROGRAMS, THE ORGANIZATION RECEIVED A GRANT TO PROVIDE LGBT CULTURAL COMPETENCY TRAINING TO STAFF AND VOLUNTEERS THAT WORK WITH SENIORS TO COMBAT 4c (Coda: )(Expenses$ 10,806. incWdinp prams of$ ) (Revenue$ 10 , 9 0 4• ) AFTER YEARS OF DATA COLLECTION AND ANALYSIS THE ORGANIZATION IN COLLABORATION WITH MENTAL HEALTH AMERICA OF NORTHERN CALIFORNIA PUBLISHED A REPORT TITLED "FIRST DO NO HARM: REDUCING DISPARITIES FOR LGBT POPULATIONS IN CALIFORNIA" CATALOGING THE MANY WAYS IN WHICH THE CURRENT PUBLIC MENTAL HEALTH SERVICES LEAD TO INADEQUATE TREATMENT FOR LGBT CALIFORNIANS AND INCLUDING CONCRETE POLICY RECOMMENDATIONS TO ADDRESS THOSE DISPARITIES. THE ORGANIZATION CONDUCTED A SERIES OF TOWN HALLS AROUND CALIFORNIA RETURNING TO COMMUNITIES THAT HAD PARTICIPATED IN THE INITIAL DATA-GATHERING SESSIONS.AFTER YEARS OF DATA COLLECTION AND ANALYSIS THE ORGANIZATION, IN COLLABORATION WITH MENTAL HEALTH AMERICA OF NORTHERN CALIFORNIA, PUBLISHED A REPORT TITLED "FIRST DO NO HARM: 4d Other program services(Describe in Schedule 0.) (Espemaa$ including grams W$ ) (Revenue$ } 4e Total program service expenses► 995 , 517. Form 990(2014) 4p�?4 SEE SCHEDULE 0 FOR CONTINUATIONS) 2 A A A I I IC ^ 8&C AC R^IC ALn nnaA nrnnn —�—. —1 --- -- ae.�..� ,•..nr..� n.ra� .�� fa" 4 E QUA CALIFORNIA INSTITUTE 68-0438008 3 ec st uirSchedules Yes No 1 Is the organization described in section 501(c)(3)or 4947(a)(1)(other than a private foundation)? If'Yes,"complete Schedule A.......... ........................_...._...._........_......,....._..._.............._.....................__...................... 1 X 2 Is the organization required to complete Schedule B,Schedule a(Contributors? ........................................................_...._.. 2 X 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?If°Yes,"complete Schedule C,Part I .....,_......................___..........................................................._........:. 3 X 4 Section 501(c)(3)organizations. Did the organization engage in lobbying activities,or have a section 501(h)election in effect during the tax year?If"Yes,"complete Schedule C,Part if .......------ ----.---........._,..._. 4 X 5 Is the organization a section 501(c)(4),501(c)(5),or 501(cx6)organization that receives membership dues,assessments,or similar amounts as defined in Revenue Procedure 98,19? it"Yes,"complete Schedule C,Part III ...................... .........,,_...... 5 X 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? it"Yes,"complete schedule D,Part 1 6 X 7 Did the organization receive or hold a conservation easement,including easements to preserve open space, the environment,historic land areas,or historic structures? if"Yes,"complete Schedule D,Part 1I............ ........... _... 7 X 8 Did the organization maintain collections of works of art, historical treasures,or other similar assets? ff"Yes,"complete Schedule D, Part III ........ ................. ................................._........_.............____....... ...--- ................., 8 X ..... 9 Did the organization report an amount in Part X,line 21,for escrow or custodial account liability;serve as a custodian for amounts not listed in Part X;or provide credit counseling,debt management,credit repair,or debt negotiation services? if"Yes,"complete Schedule D,Part lV ......................__.._.:.......... _.._ ...........,.,...,,. 9 X 10 Did the organization,directly or through a related organization,hold assets in temporarily restricted endowments,permanent endowments,or quasi-endowments? if"Yes "complete Schedule D, Part V .................. ..................._.... ...... ............ ...._. 10 X 11 If the organization's answer to any of the following questions is"Yes,"then complete Schedule D,Parts VI,VII,VIII, IX,or X as applicable. a Did the organization report an amount for land,buildings,and equipment in Part X,line 10? y"yes,"complete schedule D, Part V1 ................_..........................................................................-_................. Zia X ................................ b Did the organization report an amount for investments-other securities in Part X.line 12 that is 5%or more of its total assets reported in Part X,line 16? if"Yes,"complete Schedule D,Part Of - ...... rib X c Did the organization report an amount for investments-program related in Part X,line 13 that is 5%or more of as total assets reported in Part X,line 16? if"Yes"complete Schedule D,Part Vill ................ .......................................................... Ito I X d Did the organization report an amount for other assets in Part X,line 15 that is 5%or more of its total assets reported in Part X,line 16?if"Yes,"complete Schedule D,Part IX _....._. ................. ......._..............._.................._ ............................ lid X e Did the organization report an amount for other liabilities in Part X,line 25? If"Yes,"complete Schedule D,Part X .................. 11 X f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 46(ASC 740)? If"Yes,"complete Schedule D,Part X if X 12a Did the organization obtain separate,independent audited financial statements for the tax year'. If"Yes,"complete Schedule D, Parts Xf and A .................................. ............._......._._................._....... _ 12a X b Was the organization included in consolidated, independent audited financial statements for the tax e g pe year? If"Yes,"and if the organization answered'No'to line 12a,then completing Schedule D,Parts XI and Xif is optional .......... 12b X 13 Is the organization a school described in section 170(b)(1)(A)(h)? If"Yes,"complete Schedule E .......................................... 13 X 14a Did the organization maintain an office,employees,or agents outside of the United States? 14a X b Did the organization have aggregate revenues or expenses of more than$10,000 from grantmaking,fundraising,business, investment,and program service activities outside the United States,or aggregate foreign Investments valued at$100,000 or more?If"Yes,"complete Schedule F, Parts Iand lV .......... -----------._..... ......................:..._.....__.._.........._..................— 14b - X 15 Did the organization report on Part IX,column(A),line 3, more than$5,000 of grants or other assistance to or for any foreign organization?If"Yes,"complete Schedule F,Parts Band IV .__._._.._.........._.._.......,._...............__......................,. 15 X 16 Did the organization report on Part IX,column(A),line 3,more than$8,000 of aggregate grants or other assistance to or for foreign individuals? If"Yes,"complete Schedule F,Parts 111 and IV ................._............___......... ........................ :.. 16 X 17 Did the organization report a total of more than$15,000 of expenses for professional fundraising services on Part IX, column(A),lines 6 and 11 a? ff"Yes,"complete Schedule G,Part I ....................._..................................... ... _... _............... 17 X IS Did the organization report more than$15,000 total of fundraising event gross income and contributions on Part'All,lines to and SO ff'Yes,,complete Schedule G,Part it .......................... :...........-.......`.............---- --------...........-. . ......_._."' 16 X 19 Did the organization report more than$15,000 of gross income from gaming activities on Part VIII,line 9a? If I yes," complete Schedule G,Part III —..... .............................................,..................... 20a Did the organization operate one or more hospital facilities? If"Yes,"complete Schedule H _.............................................. 20a X If"Yes"to line 20a, _. did the omarazafion attach a copy offts audited Form 990(2014) A32W3 H-0T-t4 3 F 1 g UALZTY OALIFORNZA INSTITUTE 68-0438008 P 4 eC sf of qu 68 (continued) Yes No 21 Did the organization report more than$5,000 of grants or other assistance to any domestic organization or domestic government on Part IX,column(A),line 1? If"Yes,"complete Schedule 1,Parts I and Il 21 X 22 Did the organization report more than$5,000 of grants or other assistance to or for domestic individuals on Part IX,column(A),line 2? If"Yes,"complete Schedule i,Parts I and III ............................ ..................... .......... ....... ........ 22 X 23 Did the organization answer"Yes"to Part VII,Section A, line 3,4,or 5 about compensation of the organization's current and former officers,directors,trustees,key employees,and highest compensated employees? /f"Yes,°complete Schedule ..................._................................_............. ... ..................................................... .................................._...... 23 X 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than$100,000 as of the last day of the year,that was issued after December 31,2002? If"Yes,"answer lines 24b through 24d and complete Schedule K.It"No",go to line 25a . ................ 248 X b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? ........................... 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? ,............ ........................._.. of Did the organization act as an"on behalf of"issuer for bonds outstanding at anytime during the year? ................................. 24d 25a Section 501(cK3), 501(cx4),and 501(c)(29)organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If"Yes,"complete Schedule L.Part 1 ..................... ........ .-..._.......... 25a X b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year,and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If"Yes,"complete Schedule L, PartI ........_....... . . psh X 28 Did the organization report any amount on Part X,line 5,6,or 22 for receivables from or payables to any current or former officers,directors,trustees,key employees,highest compensated employees,or disqualified persons? if'Yes," complete Schedule L,Part ll ........... .......,............................. 26 X 27 Did the organization provide a grant or other assistance to an officer,director,trustee,key employee,substantial contributor or employee thereof,a grant selection committee member,or to a 350/.controlled entity or family member of any of these persons? N"Yes,"complete Schedule L,Part N .,..............................-..,.._._.._.._..-_........._.........._._._..... 27 X 28 Was the organization a party to a business transaction with one of the following parties(see Schedule L,Part IV instructions for applicable filing thresholds,conditions,and exceptions): a A current or former officer,director,trustee,or key employee? If"Yes,"complete Schedule L,Part IV ............................._.. 28a X b A family member of a current or former officer,director,trustee,or key employee? If"Yes,"complete Schedule L,Part IV ...-. 28b X c An entity of which a current or former officer,director,trustee,or key employee(or a family member thereof)was an officer, director,trustee,or direct or indirect owner? if"Yes,'complete Schedule L,Part IV .............._....__........._...-........_......... ,.. X 29 Did the organization receive more than$25,000 in non-cash contributions? If"Yes,"complete Schedule M ........................... 29 X 30 Did the organization receive contributions of art,historical treasures,or other similar assets,or qualified conservation contributions? If"Yes,"complete ScheduleM ...._ .........._.:,.- 30 X 31 Did the organization liquidate,terminate,or dissolve and cease operations? if"Yes,"complete Schedule N,Part I .._.. .................................. ............. 31 X 32 Did the organization sell,exchange.dispose of,or transfer more than 250A of its net assets? if"Yes,"complete Schedule N,Part It ................................. 32 X 33 Did the organization own 100%of an entity disregarded as separate from the organization under Regulations sections 301-7701-2 and 301,77013? It"Yes,"complete Schedule R,Part l ............ ..............._...... _...,............._....... 33 X 34 Was the organization related to any tax-exempt or taxable entity? If"Yes,"complete Schedule R,Part 11,111,or IV,and PartV,line ............. _.................... ......................................... ................. 34 X 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 35a X b If"Yes"to line 35a,did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? 1f-yes,' complete Schedule R,Part V,line 2 ....__................................................. 35b 36 Section 601(c)(3)organizations. Did the organization make any transfers to an exempt non-charitable related organization? If"Yes,"complete Schedule R,Part V,litre2 ................................................................_...................................................... 38 X 37 Did the organization conduct more than 5%of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If 'Yes,'complete Schedule R,Part V1 ......._...._ ... 37 X 36 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI,lines 11 b and 197 Sets are required t I - of X Form 9W(2014) 432004 n-07-14 4 AAA111C vnCOAC "9 CA.l • n I n n n wn - . . _-- _ '.. UALITy CALIFO S A INSTITUTE 68-0438008 e 5 4 ements a rig er rigs a Tax UOMPIllanCe Check if Schedule O contains a response or note to any line in this Part V ._.. .:._.---- -------......_. .. ..._....._..................._Yes No 1a Enter the number reported in Box 3 of Form 1096. Enter�0-if not applicable ...... ................ 1a 1 b Enter the number of Forms W-2G included in line Ia.Enter-0-if not applicable ,_.......................„-. 1b 0 c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling)winnings to prize winners? ..............................................................................._.... ...........-..._:._.......- 1c _X. 29 Enter the number of employees reported on Form W-3,Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 2a 0 b If at least one is reported on line 2a,did the organization file all required federal employment tax returns? 2b Note.if the sum of lines 1a and 2a is greater than 250,you may be required to 0-file(see Instructions) _... .......... 3a Did the organization have unrelated business gross income of$1.000 or more during the year? ......... ......_._. ................... 3a X b If"Yes,"has it filed a Forth 990-T for this year? if"No,"to line 3b,provide an explanation in Schedule O ......._....... ........... 3b 4a At anytime during the calendar year,did the organization have an interest in,or a signature or other authority over,a financial account in a foreign country(such as a bank account,securities account,or other financial account)? 4a X b If"Yes,"enter the name of the foreign country: ► See instructions for filing requirements for FinCEN Form 114,Report of Foreign Bank and Financial Accounts(FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at anytime during the tax year? ......... So X b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? ...... .................... 51b X e If"Yes,"to line 5a or 5b,did the organization file Form 88867? ,__ _.,, 5c Be Does the organization have annual gross receipts that are normally greater than$100,000,and did the organization solicit any contributions that were not tax deductible as charitable contributions? „,,,,,,,,,,,,,,,,,_._........... „,„__„„_.,..................... ea X to If"Yes,"did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ..... ....................................... ...... .......... 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of$75 made partly as a contribution and partly for goods and services provided to the payor? 7a X b If"Yes,"did the organization notify the donor of the value of the goods or services provided? ......-_..............._...._..._......:. 7b X c Did the organization sell,exchange,or otherwise dispose of tangible personal property for which it was required tofileFonn8282? .....,.._...........................................-._....__._.:..............__...,........._..._........._........................._._...._.-:. 7c X d If"Yes,"indicate the number of Forms 8282 filed during the year ,,......_......, .... _,......... --„ I ttl e Did the organization receive any funds,directly or indirectly,to pay premiums on a personal benefit contract? „,„ 7e X f Did the organization,during the year, pay premiums,directly or indirectly,on a personal benefit contract? ._.- ..................... 7f X g If the organization received a contribution of qualified intellectual property,did the organization file Form 8899 as required? ,,, 7 N{ h If the organization received a contribution of cars,boats,airplanes,or other vehicles,did the organization file a Form 1088-C? 7h N/ 8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the N/A sponsoring organization have excess business holdings at any time during the year? ,,,,,,,,,,,, ....._......... .....-.......-_ 8 9 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section4966? ..._...........N/A.. 9a b Did the sponsoring organization make a distribution to a donor,donor advisor,or related person? ...._._._. N/A,- 9b 10 Section 5131(c)(7)organizations. Enter: a Initiation fees and capital contributions included on Part VIII,line 12 ,..,,,,. NSA 10a b Gross receipts,included on Form 990, Part VIII, line 12,for public use of club facilities 10b 11 Section 601(cM12)organizations. Enter: a Gross income from members or shareholders .............................„_e,,.,.,.,_.,.,.,,._....,......,,._N{A_._ tta b Gross income from other sources(Do not net amounts due or paid to other sources against amounts due or received from them.) ._......._...._......................._......................._...............,.._._ 11b 12a Section 4947(SXI)non-exempt charitable trusts. is the organization Ming Form 990 in lieu of Forth 1041? 120 b If"Yes,"enter the amount of tax-exempt interest received or accrued during the year .......NIX . I 12b 13 Section 601(c)(29)qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? ..................,„......_-.,........... .......N{A_. 13a Note.See the instructions for additional information the organization must report on Schedule O. b Enterthe amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ........... ................................. .... .......... 13b c Enter the amount of reserves on hand ............................................ ....... .__-.......-., , 13c 149 Did the organization receive any payments for indoortanning services during the tax year? ,- ,..-,..._.,...... 142 X N' s"has it filed a Form 720 to report these- ant Form 990(2014) 4azsos 1147-14 5 ` 14 EQUALITY CALIFORNIA INSTITUTE 68-0438008 Paw6 I art will vemance, management,and Disclosure. For each 'Yes"response to lines 2 through 7b below,and for a"Alo'response to line Be,8b,or 10b below,describe the circumstances,processes,or changes in Schedule O.See instructions. Check"if Schedule 0 containsresponse o r now to anyline in this Pon VI Section A.Goveming Body and Management Yes No is Enter the number of voting members of the governing body at the and of the tax year __.....__....... 18 16 It there are material differences in voting rights among members of the governing body,or it the governing body delegated broad authority to an executive committee or similar committee,explain in Schedule 0. b Enter the number of voting members included in line 1a,above,who are independent ... ..... 1b 16 2 Did any officer,director,trustee, or key employee have a family relationship or a business relationship with any other officer,director,trustee,or key employee? ....... ............................................ _.............................._. .... .........._.............. 2 1 X 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers,directors,or trustees,or key employees to a management company or other person? ...... ......... 3 X 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .............. 4 X 5 Did the organization become aware during the year of a significant diversion of the organization's assets? ..............._,,..__ 5 X 6 Did the organization have members or stockholders? _. _ 7a Did the organization have members,stockholders,or other persons who had the power to elect or appoint one or more members of the governing body? .............. b Are any governance decisions of the organization reserved to(or subject to approval by)members,stockholders,or persons other than the governing body? ........._............................... ........... ....._........... ........ . ........ .............................. 7b X 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: aThe governing body? ........ . . ............... .......-. ..............................__...,.._.........,....,.......... . ... ............._... Be X b Each committee with authority to act on behalf of the governing body? ........._.. .......... ...__..... 8b X 9 Is there any officer,director,trustee,or key employee listed in Part VII,Section A,who cannot be reached at the o on' in as? ,; ' , 9 X Section B. Policies QW Section R nmests intomanon abwf patj*s not w0fired hy tf�Internal Revenue Corm I Yes. No 10a Did the organization have local chapters, branches,or affiliates? 10a X b If"Yes,"did the organization have written policies and procedures governing the activities of such chapters,affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ............ .......... __ ..... 1 b tla Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 1fa X b Describe in Schedule O the process,if any,used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? If"No,"go to line 13 ._..... 12a. X b Were officers,directors,or trustees,and key employees required to disclose annually interests that could give rise to conflicts? ...... 12b X c Did the organization regularly and consistently monitor and enforce compliance with the policy? If"Yes,°describe in Schedule O how this was done .................................................._,_.._.__......................................................... ........_., 12c X 13 Did the organization have a written whistlablower policy? ..... .................__...................................................__................. 13 X 14 Did the organization have a written document retention and destruction policy? ... ..........., 14 X 15 Did the process for determining compensation of the fogowing persons include a review and approval by independent persons,comparability data,and contemporaneous substantiation of the deliberation and decision? a The organization's CEO,Executive Director,or top management official ..... ......... ................. ._..._...... 153 X b Other officers or key employees of the organization .. ................ . ............... .. . If"Yes"to line 1Sa or 15b,describe the process in Schedule O(see instructions). 16a Did the organization invest in,contribute assets to,or participate in a joint venture or similar arrangement with a taxable enffiyduring the year? .,.... _................................._.........._ . .. 18e. X b If"Yes,"did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law,and take steps to safeguard the organization's with rammict to such n Section O. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed ►CA CO CT FL HI IL MD,MA MI,MN NO,NJ 18 Section 6104 requires an organization to make its Forms 1023(or 1024 if applicable),990,and 990-T(Section 501(c)(3)s only)available for public inspection. Indicate how you made these available.Check all that apply, ® Own websfte = Anther's website M] Upon request 0 Other(explain in Schedule O) 19 Describe In Schedule O whether(and if so,how)the organization made its governing documents,conflict of interest policy,and financial statements available to the public during the tax year. 20 State the name,address,and telephone number of the person who possesses the organization's books and records: ► VALECIA PHILLIPS - 323-848-9801 202 W 1ST ST. , SUITE 3-0130 , LOS ANGELES, CA 90012 as2006 11•07.14 SEE SCHEDULE 0 FOR FULL LIST OF STATES Form 990(2014) 6 NN541 S UALITY CALIFORNIA INSTITUTE 68-0438008 Pi rnpensatron a , Pirectors,Trustees, Key Employees, HighestCompensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII ; , , , , F7 Section A. Officers.Directors,Trustees,Key Employees,and Hiahest Compensated Employees 1a Complete this table for all persons required to be listed.Report compensation for the calendar year ending with or within the organization's tax year. e List all of the or�g9anization's current officers,directors,trustees(whether individuals or organizations),regardless of amount of compensation. Enter,O•in columns A,(E),and(F)if no compensation was paid. e List all of the organization's current key employees,if any.See instructions for definition of"key employee." •List the organization's five current highest compensated employees(other than an officer,director,trustee,or key employee)who received report- able compensation(Box 5 of Form W2 and/or Box 7 of Form 1099-MISC)of more than$100,000 from the organization and any related organizations- *list all of the organization's former officers,key employees,and highest compensated employees who received more than$100,000 of reportable compensation from the organization and any related organizations. •List all of the organization's former directors or trustees that received,in the capacity as a former director or trustee of the organization, more than$10,000 of reportable compensation from the organization and any related organizations. List persons in the following order.individual trustees or directors;institutional trustees;officers;key employees;highest compensated employees; and former such persons. Check this box It neither the Organization nor anyrelated or anlzation com ariseted any current officer dbector or trustee. (A) (B) (C) (D) (E) (F) Name and Title Average Position Reportable Reportable Estimated (do not check map than one tours per bog,eniess Paean is both an compensation compensation amount of week oRkor and a db�Amhie) from from related other (list any2 1 the organizations compensation hours for a organization M,2/1099•MISC) from the related v s (W2/1099-MISC) organization organizations = - >v and related below s s_ E »o E organizations line) 2 (1) JOYCE ROWLAND 10. 00 PRESIDENT X X 1 0 . 0. 0 . (2) SARAH TAEARAMA 5. 00 VICE PRESIDENT X X 0. 0 . 0. (3) RYAN HARLOW-NAKANO 2 . 00 TREASURER X X 0. 0. 0. (4) MORE KABA 1.00 SECRETARY X g 0 . 0. 0. (5) ON. RICHARD BLOOM 1 . 00 BOARD MEMBER X 0. 0. 0. (6) DAN BROWNSTONE 1. 00 BOARD MEMBER i X 0. 0. 0. (7) HON. BETTY BUTLER 1. 00 BOARD MEMBER X 0. 0.1 0. (8) DAVID CRUZ 1 .00 BOARD MEMBER X 0 . 0. 0. (9) STEVEN JACOBS 1 . 00 BOARD MEMBER Ix 0. 0 . 0. (10) MANDY LEE 1 .00 BOARD MEMBER X 0 . 0. 0. (11) BON. RICARDO LARA 1 .00 BOARD MEMBER X 0. 0 .1 0. (12) MON. JOAN BUCHANAN 1. 00 BOARD MEMBER X 0. 0. 0. (13) PHILIPPE PHANEUF 1.00 BOARD MEMBER X 0. 0. 0. (14) ERIK TERRERI 1. 00 BOARD MEMBER X 0 . 0. 0. (15) EON, BETTY YEE 1. 00 BOARD MEMBER X 0. 0. 0. (16) JOHN O'CONNOR 20 .00 EXECUTIVE DIRECTOR 20 . 00 X 0. 111 304 . 3, 428 . (17) RICK ZBUR 20. 00 EXECUTIVE DIRECTOR 20 ,00 X O, 28. 972. 222. 432M7 11.07-14 Form 990(2014) 7 F EQUALITY CALIFORNIA INSTITUTE. 68--0438008 8 Oft' Trostem Kov Em and Highest ComDenvatodEmployeasm (A) (B) (C) (o) (E) (r) Name and title Average Position Reportable Reportable Estimated hours per (do not check more then.. P bo ,unle person n both. compensation compensation amount of week °m""'"d°dvectorroust.el from from related other (list any the organizations compensation hours for a organization (4V-2/1099-MISC) from the related s (W-2/1MMISC) organization organizations " - and related below _ E - organizations line) a = rE x lb Sub-total,..................._..._........... ► 0. 140, 276. 31650 . c Total from continuation sheets to Part VII,Section A _....____.... ► 0. 0. 0 . d Total add linestb and ta ---------- _......_ ....._...._. it 140 ,2.76.1 3 ,650 . 2 Total number of individuals(including but not limited to those listed above)who received more than$100,000 of reportable compensation from.the-or aniz ion Do, 0 Yes No 3 Did the organization list any former officer,director,or trustee,key employee,or highest compensated employee on linela?lf-Yes,"complete Schedule J for such individual ................................... ........... .................................:.,.............. 3 X 4 For any individual listed on line 1 a,is the sum of reportable compensation and other compensation from the organization and related organizations greater than$150,000? if"Yes,"complete Schedule J for such individual ........... ......................._... 4 X 5 Did any person listed on line to receive or accrue compensation from any unrelated organization or individual for services rendered to t o a i n? _ 5 X Section B.Independent Contractors t Complete this table for your five highest compensated independent contractors that received more than$100,000 of compensation from the organization,Report compensation for the calendar yew andina with or within the o anization's tax Year. (A) (B) (C) Name and business address NONE Description of services Compensation 2 Total number of independent contractors(including but not limited to those listed above)who received more than 100000 of comoonsationf -m the oraanization0 a32We Form 9W(2014) n-m-ta 8 F 14 QUALITY CALIFORNIA INSTITUTE 68-043800$ page9 a W tatement of Revenue Check if Schedule 0 contains res se or note to any line intnis Bart HI .. _ . . .. .... .................... .... . . _...........:. A 8 (�pp Total revenue Related or Unrelated nuRkluded exempt function business rom tax under revenue revenue S �IX51�4 to Federated campaigns _...... ... .. .... 1a . b Membership dues ......____ -..-, Ilo c Fundraising events 1c 113,486. of Related organizations 1d e Government grants(contributions) 1e f All other contributions,gifts,grants,and similar amounts not included above if. 506. 457. g Nanccee cantr ubws included in Ilnee to-v-s h Total.Add lines la-If la-If 619 , 943. _. Business C 2a MENTAL HEALTH INITIATI 900099 10, 904. 10 , 904. b w c E of a a` f All other program service revenue .,,......_„,-„ 900099 a Total.Add finea 2aW 10 904. 3 Investment income(including dividends,interest,and other similar amounts)-.-,_... ........ ............. ' 29 . 29. 4 Income from investment of tax-exempt bond proceeds 10. 6 Royalties ..,......._.......................... . _....-. _.. ..... t Real ri Personai 6a Gross rents ..:.:..:......__. . b Less:rental expenses c Rental income or(loss) ..... of Net rental income or(loss) .,.._ ....... ... ..... .. .... 7 a Gross amount from sales of W Securities ri Other assets other than inventory b Less:cost or other basis and sales expenses c Gain or(loss) ..................... d Net gain or(loss) ............... ............... ... .. 8 a Gross income from fundraising events(not including$ 113,486. of v y contributions reported on line 1c).See Part IV,line 18 b Less:direct expenses ...... ................... b 00 443 . c Net income or(loss)from fundraising events ..... ......... 0 9 a Gross income from gaming activities.See Part IV,line 19 ...................................._.. a b Less:direct expenses b c Net income or(loss)from gaming activities ,,:...._. ........ 00, 10 a Gross sales of inventory,less returns and allowances b Less:cost of goods sold _._.._ b c Net income r t` from sales of invontory Miscellaneous Revenue businessCode it a b c of All other revenue e Total.Add lines 11a-11d,,412 Total revenue.See .__...__ . _._.... In ructi 630 876. 10, 904. 0. 1 29. ii4 Form 990(2014) 9 F � 14 E UALITY CALIFORNIA INSTITUTE 68-0438008 10 tatetnent o nno oneExpenses Ceriinn.S01/r�(�f and 501(6,VA)orgauiotions must cnMajeM all Columns All ojfJpr arganirationc must com&de1a column(4) Check if Schedule 0 contains a're se or note to any line.inthis.Part ix . . ........_.. ....._..... .. .. .. .__.((..).. Do not include amounts reported on lines 6b, Total expenses Program Management izrtd Fundtalsing. 76,9b,9b,and lOb of Part Vflf, expenses moral a anses ex uses 1 Grants and other assistance to domestic organizations and domestic governments.See Part IV,line 21 2 Grants and other assistance to domestic individuals.See Part IV,line 22 ...... 3 Grants and other assistance to foreign organizations,foreign governments,and foreign individuals. See Part IV, lines 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers,directors, trustees,and key employees ...... 80 ,639. 60 ,479. 8 , 064. 12, 096 . 6 Compensation not included above,to disqualified persons(as defined under section 4958(f)(1))and persons described in section 4958(c)(3)(B) _._.. .. 7 Omer salaries and wages 621 ,653 . 574 760. 41, 771. 51122. a Pension plan accruals and contributions(include section 401(k)and 408(b)employer contributions) 9 Other employee benefits 34 , 709 . 31,120 . 2,784. 805. 10 Payroll taxes . ........ ... _ .. 70 ,220 . 631604. 4 908 . 1, 708. 11 Fees for services(non-employees): a Management ................................................. b Legal....................... . c Accounting ......._. .. ...._. ............ ._._...___ 24 ,693. 24 ,693 . dLobbying ................... ...............__._._.._.. e Professional fundraising services.See Part IV,line 17 f Investment management fees g Other, (it line tig amount exceeds 10%of line 25, column(A)amount,list line 11g expenses on Son 0.) 140 ,274 . 126 ,900 . 9 ,470. 3 , 904 . 12 Advertising and promotion 13 Office expenses..,..,,,, 29 , 042. 25,459. 31098 . 485. 14 Information technology ......... ..., . ....... ............ 15 Royalties .................... 16 Occupancy .............. ..........._ . .. ............... 40,608, 36 , 080 . 3, 645. 883 . 17 Travel .......... ........................ ................__, 35, 255. 28,988 . 3 , 417. 2, 850 . /9 Payments of travel or entertainment expenses for any federal,state,or local public officials 19 Conferences,conventions,and mew, 6 ,007. 6, 007. 20 Interest 21 Payments to affiliates _..............._.............._. 22 Depreciation,depletion,and amortization 735. 735. 23 Insurance ................_. 26, 679. 18 , 380. 7 838. 461. 24 Other expenses.Itemize expenses not covered above.(List miscellaneous expenses in line 24e. If line 24e amount exceeds 10%of line 25.column(A) amount,list line 24e expenses on Schedule 0.) ....... a UTILITIES & COMMUNICATI 8,246. 7,478. 1 529. 239. b BANK CHARGES 7 , 083 . 3,313. 310. 3 , 460. c TAXES & LICENSES 5,163 . 1 539 . 22 . 3 602. d MISCELLANEOUS 4 449 . 4 , 209. 229 . 11 . e All other expenses 8 036. 7 201. 468. 367. 25 Total functional wicenses. Add lines 1 throu h 24e 1, 143,491. 995 517 . 111 , 981. 35 ,993. 26 Joint costs. Complete this line only it the organization reported in column(B)joint costs from a combined educational campaign and fundraising solicitation. Cl.khere �r - y, _yam 432010 +1o7-14 Form 990(2014) 10 F EQUALITY CALIFORNIA INSTITUTE 68-0438008 paglill Ballance Sheet Check if Schedule O contains a reavionsear note to 9M lk*in this Part X ...-.. ---..__.__.... . -... . .-. ._ ........_. .- EJ (A) (B) Beginning of year End of year 1 Cash non-interest-bearing ......... ....._._... 216 316. t 30,422. 2 Savings and temporary cash investments 25 004 . 2 57 , 013 . 3 Pledges and grants receivable,net _,......................_.......,.....- .................... 84 ,500. 3 35,125. 4 Accounts receivable,net .-.--- .,.,.,.__......_.........._._..,..._.,.,.._._................... 4 5 Loans and other receivables from current and former officers,directors, trustees,key employees,and highest compensated employees.Complete Part 11 of Schedule L .................................................._..... 5 6 Loans and other receivables from other disqualified persons{as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B),and contributing employers and sponsoring organizations of section 501(c)(9)voluntary y� employees'beneficiary organizations(see instr).Complete Part 11 of Sch L _„_ 8 7 Notes and loans receivable.net ............................._......... ............................ 7 8 Inventories for sale or use ...................... ... .......__.....__.._...__.._.. 6 9 Prepaid expenses and deferred charges ......... ......... ...........„„_, 9 10a Land, buildings,and equipment:cost or other basis.Complete Part VI of Schedule D „-,,,,_ t0a 20,587 . b Less:accumulated depreciation t b 20,587 . 280. loc 1 0. 11 Investments-publicly traded securities --_----.-_-_,._.-.._„--,,.__................_,.... 11 12 Investments-other securities.See Part IV,line 11 -.,__,.._. 12 13 Investments-program-related.See Part IV, line 11 , ____ ......... ... ... 13 14 Intangible assets ..._ _.... ,,, 15 Other assets.See Part IV,line 11 „_.-.-,,,-- 53 . 15 0. Add lines 1thou t5. st -3-41, 326 153. is 122 560. 17 Accounts payable and accrued expenses .,..._.. .. ............................_......... 24 ,492. 17 52 363 . 18 Grants payable ....................._........_.......-....._-.......-.._.....-............._......,.,... 18.-- 19 Deferred revenue ......_.........................._..__._.._,....._........-........_.....,._._... 19 -- 20 Tax-exempt bond liabilities .._................._......._... .... 20 21 Escrow or custodial account liability.Complete Part IV of Schedule D 21 Q 22 Loans and other payables to current and former officers,directors,trustees, key employees,highest compensated employees,and disqualified persons. Complete Part 11 of Schedule L ........... ...................._............._.......--,...-. 22 23 Secured mortgages and notes payable to unrelated third parties ................. 23 24 Unsecured notes and loans payable to unrelated third parties ,,,,,,, 24 25 Other liabilities(including federal income tax,payables to related third parties,and other liabilities not included on lines 17.24).Complete Part X of Schedule ..........___...............___--- .......... .............--------..-.-,.............. 452 363. 25 1 733 514. Total liabilitie&Add lines 17 thmuuh25 476 855. 2a 785 877. Organizations that follow SFAS 117(ASC 958),check here ► and _ complete limes 27 through 29,and lines 33 and 34. 27 Unrestricted net assets ......... ....... .............................. ............._.,.....,,. ,-... —793 215. 27 —1 004, 608 . 2 28 Temporarily restricted net _. assets ... ..,...._...._.................................... .............. 642 513 . 28 341 291 . 29 Permanently restricted net assets ... . _....,.,.._....._................................. 29. Organizations that do not follow SFAS 117(ASC 958),check here 1►F1 and complete lines 30 through 34. 30 Capital stock or trust principal,or current funds 30 31 Paid-in or capital surplus,or land,building,or equipment fund 31 d 32 Retained earnings,endowment,accumulated income,or other funds 32 z 33 Total netassetsorfund balances ..:............:........_.....-,........_.:_.. - —150 702. 33 —663 317. 24 Totali iliti netassets/fund balances 326 153. a4 122 560. Form 990(2014) 4sxohi 11 F EQUALITY CALIFORNIA INSTITUTE 68-0438008 Page12 a Reconciliation of Net Assets Check if Schedule0 contains a response or note to any line in this Part XI . . ....... .. __.._. _....._... _..._..- 1 Total revenue(must equal Part Vill,column(A), line 12) _,_ t 630 ,876 . 2 Total expenses(must equal Part IX,column(A),line 25) ........ ..........._..... ...... _,-_._...._ ...... 2 1 143 491. 3 Revenue less expenses.Subtract line 2 from line 1 ...... . .........::_....._.... 3 -512 615. 4 Net assets or fund balances at beginning of year(must equal Part X,line 33,column(A)) ,. .............. 4 -15 0. 70 2. 5 Net unrealized gains(losses)on investments 8 Donated services and use of facilities ................,-..,......._....._....._..__:.....,............., e 7 Investment expenses ..... ,_ 8 Prior period adjustments ....... 9 Other changes in net assets or fund balances(explain in Schedule O) 10 Net assets or fund balances at end of year.Combine lines 3 through 9(must equal Part X,line 33, iunn.8 ..... ..... ..... . . ..... .. ..-......... , ..._ 10 -663 317. Financial Statements and Reporting Check if Schedule 0 nnntains,a ro, nnse or note to any line in this Part Xlt .................................. ..,,.,,.... .........:....... .........., Yes No t Accounting method used to prepare the Form 990: C Cash ® Accrual = Other If the organization changed its method of accounting from a prior year or checked"Other,"explain in Schedule O. 2a Were the organization's financial statements compiled or reviewed by an independent accountant? ....... 2a X If"Yes,"check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis,consolidated basis,or both: 0 Separate basis = Consolidated basis Both consolidated and separate basis b Were the organization's financial statements audited by an independent accountant? , ...,,-_..__,._.. ...... 2b X If"Yes,"check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis,or both: ® Separate basis = Consolidated basis Both consolidated and separate basis c If"Yes"to line 2a or 2b,does the organization have a committee that assumes responsibility for oversight of the audit, review,or compilation of its financial statements and selection of an independent accountant? ..................................... 2c X If the organization changed either its oversight process or selection process during the tax year,explain in Schedule O. 3a As a result of a federal award,was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ,- b If"Yes,"did the organization undergo the required auditor audits?If the organization did not undergo the required audit orsaudits.explain why in Schedule 0 describe *We taken to undergo such audits Form 990(2014) 11-0 11-OT-14 12 SCHEDULE A Public Charity Status and Public Support OMB N■oo...1545-0047 (Form 990 or 990-EZ) Complete if the organization Is a section 501 c 3 2 V 1.4 org I k )organization or a section 4947(aXI)nonexempt charitable trust. oepawnent or me T.4., )►Attach to Form 990 or Form 990-E2. Open to Public Mernal Re U$seNio. )►Information about Schedule A fFonnt 990 or SWIM and Its Instructlom is at on Name of the organization Employer identification number MFALI Y CALIFORNIA INSTITUTE 68-0438008 ea8oq or an B S:(Ail organizations must complete this part,)See instructions. The organization is not a private foundation because it is:(For lines 1 through 11,check only one box.) 1 A church,convention of churches,or association of churches described in section 170(b)(1)(Af i). 2 A school described in section 170(bXlXAj(ii). (Attach Schedule E.) 3 A hospital or a cooperative hospital service organization described in section 170(bXIXA](iii). 4 Q A medical research organization operated in conjunction with a hospital described in section 170(b)(1gA)011). Enter the hospital's name, city,and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(bX1XAMiv). (Complete Part 11.) 6 Q A federal,state,or local government or govemmental unit described in section 170(bXIXAfiv). 7 ® An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(bxl)(A)(vi). (Complete Part 11.) a Acommunity trust described in section 170(b)(1)(A)(vq. (Complete Part 11.) 9 Q An organization that normally receives:(1)more than 33 1/3%of its support from contributions,membership fees,and gross receipts from achvitles related to Its exempt functions-subject to certain exceptions,and(2)no more than 33 1/3%of its support from gross investment income and unrelated business taxable income(less section 511 tax)from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part 111.) to El An organization organized and operated exclusively to test for public safety.See section 509(ax4). 11 E:1 An organization organized and operated exclusively for the benefit of,to perform the functions of,or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1)or section 509(a)(2).See section 509(ax3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11 e,11 f,and 11 g. a CD Type I.A supporting organization operated,supervised,or controlled by its supported organization(s),typically by giving the supported organization(s)the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization.You must complete Part IV,Sections A and B. It El Type If.A supporting organization supervised or controlled in connection with its supported organization($),by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV,Sections A and C. c Type III functionally integrated. A supporting organization operated in connection with,and functionally integrated with, its supported organization($)(see instructions). You must complete Part IV,Sections A,D,and E. d 0 Type III non-functionally Integrated A supporting organization operated in connection with its supported organization(s) that is not functionally integrated.The organization generally must satisfy a distribution requirement and an attentiveness requirement(see instructions). You must complete Part IV,Sections A and D,and Part V. e Q Check this box if the organization received a written determination from the IRS that it is a Type 1,Type 11,Type III functionally integrated,or Type III non-functionally integrated supporting organization. f Enter the number of supported organizations ..._,_,,,,,,,:,., Provide the following.Information about the supportid or i bon s - (b)Name of supported (in FIN (01)Type of organization iv)Is the organization (v)Amwnt of monetary (vi)Amount of organization (described on lines 1�9 listed in your support(sea other support(sea above or IRC section governing dowmentl see Instructions)) Yes No instructions) Instmctlons) Total LHA For Paperwork Reduction Act Notice,see the Instructions for Schedule A(Form 990 or 990-Ez)2014 Form 990 or 990-EZ. 4e2021 o 17-14 13 ie F 1 S UALITY CALIFORNIA INSTITUTH 68-0438008 P uppo c u e' or rgan ons cn In tone roan vt (Complete only if you checked the box on line 5,7,or 8 of Part I or if the organization failed to quality under Part Ill.If the organization fails to qualify under the tests listed below,please complete Part III.) Section A. Public upport Calendar year(or fiscal year beginning in) ► a 2010 b 2011 c 2012 d 2013 a 2014 M Total. 1 Gifts,grants,contributions,and membership fees received.(Do not include any"unusual grants.") ...... 1679605 . 1127781. 987 413. 925 142. 619 943 . 5339884 . 2 Tax revenues levied for the organ- ization's benefit and either paid to or expended on its behalf _ 3 The value of services or facilities furnished by a governmental unit to the organization without charge 4 Total.Add lines 1 through 3 ......... 1679605 . 1127781. 987 413. 925 142. 619 943. 53398E4. 5 The portion of total contributions by each person(other than a governmental unit or publicly supported organization)included on line 1 that exceeds 2%of the amount shown on line 11, column(t) .,.._-...,..__-..__....._..__ 1401337. n� ,. 3938547. Section 6. otal Mrt Calendar year(or fiscal year beginning in)► a 2010 b 2011 c 2012 [;Q 2013 a 2014 M Total 7 Amounts from line _ .,,,,, ,-...... 1679605. 1127781. 987 413 . 925 142. 619 943. 5339884. 8 Gross income from interest, dividends,payments received on securities loans, rents,royalties and income from similar sources .,, 1 ,634 . 667 . 537. 69 . 29 . 2,936 . 9 Net income from unrelated business activities,whether or not the business is regularly carried on ,. 10 Other income.Do not include gain or loss from the sale of capital assets(Explain in Part VI.) ............ it Total support-Add lines 7 through 10 534.2820. 12 Gross receipts from related activities,etc.(see instructions) _...,........_............._........._.._._............__--_... 12 654 904 . 13 FFstfive years. If the Form 990 is for the organization's first, second,third,fourth,or fifth tax year as a section 501(c)(3) o chedcffi. , on omp on o is uppo ercen e 14 Public support percentage for 2014(line 6,column(0 divided byline 11,column(f)) ......... .................. 1A 73. 72 95 16 Public support percentage from 2013 Schedule A,Part 11,line 14 „ .......,,_,__.._.,..,_.._„_...,._._...,,,_ 16 85. 03 % 16a 33 1/3'/u support test-2014, If the organization did not check the box on line 13,and line 14 is 33 1/3%or more,check this lox and stop here.The organization qualifies as a publicly supported organization ....................._.................. ................................ _ ► b 33 1/3%support test-2013. If the organization did not check a box on line 13 or 16a,and line 15 is 33 1/3%or more,check this box and stop here.The organization qualifies as a publicly supported organization _ ....................._ 10,.E:1 17a 101/6-facts-and-circumstances test-2014. If the organization did not check a box online 13, 16a,or 16b,and line 14 is 10"/6 or more, and if the organization meets the"facts-and-circumstances"test,check this box and stop here.Explain in Part VI how the organization meets the"facts-and-circumstances"test.The organization qualifies as a publicly supported organization ........... ►=. b 10°/u-facts-and-circumstances test-2013. If the organization did not check a box online 13, 16a,16b,or 17a,and line 15 is 10%or more,and if the organization meets the'facts-and-circumstances"test,check this box and stop here.Explain in Part VI how the organization meets the "facts-and-circumstances"test.The organization qualifies as a publicly supported organization is.Q.___.,___. 19 Pr ivatetoundatiom If the orcantcation did not check a box on line 13 16a 16b 17%or 17b check this box and see instructions Schedule A(Form 990 or 990-EZ)2014 z30u oa.n-ia 14 uleA 9gtlor9gl} 2E1f4 Panel ppo e u e or rgan ons each n Section a (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II.If the organization fails to nd% a complete_Part 11.1 Section A Public upport Calendar year(or fiscal year beginning in)► a 2D70 lb 2011 c 2012 2013 a 2014 Total 1 Gifts,grants,contributions,and membership fees received.(Do not include any"unusual grants.") 2 Gross receipts from admissions, merchandise sold or services per- formed,or facilities furnished in any activity that is related to the organization's tax-exempt purpose 3 Gross receipts from activities that are not an unrelated trade or bus- iness under section 513 4 Tax revenues levied for the organ- ization's benefit and either paid to or expended on its behalf , 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6 Total.Add lines 1 through 5 .-,...... 7a Amounts included on lines 1,2,and 3 received from disqualified persons b P ,,ta imiuded on ling 2 and 3 received from othv man dui a l%cl perwne that exceed the w.W of$5=0 a 1%of the a mount on line is r tlm yea. .....,... c Add lines 7a and 76 r ction H. otal Support Calendar year(or fiscal year beginning in)► a 2010 b 2011 fc 2012 d 2013 a 2014 Total 9 Amounts from line 6 ......,..-._...._ . 10 ,Gross income from interest, dividends,payments received on securities loans,rents,royalties and income from similar sources b Unrelated business taxable income (less section 511 taxes)from businesses acquired after June 30,1975 ............ c Add lines 10a and IOb 11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on ..................... 12 Other income. Do not include gain or loss from the sale of capital assets(Explain in Part VI.) - - .. -- - 13 Total Support.(Add rues 9,10c,n,and rzl 14 First five years. If the Form 990 is for the organization's first,second,third,fourth,or fifth tax year as a section 501(c)(3)organization, . . ....-. .. : . . ... -.. Section£, Co utation of Publ ic Su rt'Peroenta e 15 Public support percentage for 2014(line 8,column(f)divided by line 13,column(f)) .......... ..... 15 % e r' 13.Sd _ue P 11 line 15IWI 1 Section D. Con lion of Investment Income Percentage 17 Investment income percentage for 2014(line 1 Oc,column(f)divided byline 13,column(f)) ..._ ..............._.- 17 % 16 Investment income percentage from 2013 Schedule A,Part III,line 17 „___„.„.......................................... 18 % 19a 33 1y3%support testa-2014. If the organization did not check the box on line 14,and line 15 is more than 33 1/3%,and line 17 is not more than 33 1/3%,check this box and stop here.The organization qualifies as a publicly supported organization ji.[� b 33 1/3eh support tests-2013. If the organization did not check a box online 14 or line 19a,and line 16 is more than 33 1/3%,and line 18 is not more than 33 1/3%,check this box and stop here.The organization qualifies as a publicly supported organization .......... ► 20 Private foundation. If the organization did not check a box on line 14. 19a.or 19b`check this box and we instructions 432023 0-17-14 Schedule A(Form 990 or 990-E2)2014 A orm99OW990-M2014 EQUALITY CALIFORNIA INSTITUTE 68-0438008 Supporting Organizations (Complete only if you checked a box on line 11 of Part I.If you checked 11 a of Part I,complete Sections A and B.If you checked 11 b of Part I,complete Sections A and C.If you checked 11 c of Part 1,complete Sections A.D.and E.If you checked 11d of Part I,complete Sections A and D,and complete Part V.) Section A.All Supporting Organizations Yes No 1 Are all of the organization's supported organizations listed by name in the organization's governing documents?If"No"describe in Part V1 how the supported organizations are designated.if designated by Gass or purpose,describe the designation.it historic and continuing relationship,explain. 1 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509(axt)or(2)? if"Yes,"explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1)or(2). 2 3a Did the organization have a supported organization described in section 501(c)(4),(5),or(6)? If"Yes,"answer (b)and(c)below. 3a b Did the organization confirm that each supported organization qualified under section 501(c)(4),(5),or(6)and satisfied the public support tests under section 509(a)(2)? If"Yes,"describe in Part Vl when and how the organization made the determination. 3b c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2) A purposes? N"Yes,"explain in Part VI what controls the organization put in place to ensure such use. 3c 4a Was any supported organization not organized in the United States("foreign supported organization')? if "Yes"and if you checked 1 fa or i lb in Part 1,answer(b)and(c)below. 4a b Did the organization have ultimate control and discretion in deciding whether to make grams to the foreign supported organization? If°Yes,"describe in part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. 4b c Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3)and 509(ax1)or(2)? If ,yes,, explain in Part V1 what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(8) purposes. 4c So Did the organization add,substitute,or remove any supported organizations during the tax year? ff"Yes," answer(b)and(c)below(if applicable)-Also,provide detail in Part Vl, including n the names and EIN numbers of the supported organizations added,substituted,or removed,fii)the reasons for each such action, 010)the authority under the organization's organizing document authorizing such action,and(rv)now the action was accomplished(such as by amendment to the organizing document). 5a b Type I or Type II only.Was any added or substituted supported organization part of a class already designated in the organization's organizing document? 5b c Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c 6 Did the organization provide support(whether in the form of grants or the provision of services or facilities)to anyone other than(a)its supported organizations;(b)individuals that are part of the charitable class benefited by one or more of its supported organizations;or(c)other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If"Yes,"provide detail in Part V1. 8 7 Did the organization provide a grant,loan,compensation,or other similar payment to a substantial contributor(defined in IRC 4958(c)(3)(C)),a family member of a substantial contributor,or a 36,percent controlled entity with regard to a substantial contributor? If"Yes,"complete Part I of Schedule L(Form 990). 7 8 Did the organization make a loan to a disqualified person(as defined in section 4958)not described in line 7? N"Yes,"complete Part;of Schedule L(Form 990). 8 go Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946(other than foundation managers and organizations described in section 509(a)(1)or(2))? if"Yes,"provide detail in Part VL go b Did one or more disqualified persons(as defined in line 9(a))hold a controlling interest in any entity in which the supporting organization had an interest? if"yes,,,provide detail in Part V1. c Did a disqualified person(as defined in line 9(a))have an ownership interest in,or derive any personal benefit from,assets in which the supporting organization also had an interest? if'Yes,"provide detail in Part VI. go 10a Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type N supporting organizations,and all Type III non-functionally integrated supporting organizations)?if"Yes,"answer(b)below. We b Did the organization have any excess business holdings in the tax year? (Use Schedule C,Form 4720,to business I lob e 2024 0§-17-14 Schedule A(Form 990 or 990-EZ)2014 16 A or ... .. ..- 014 EQUALITY CALIFORNIA INSTITUTE 58-043800.8 Supporting Organizations Yes No 11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls,either alone or together with persons described in(b)and(c) below,the governing body of a supported organization? Ns b A family member of a person described in(a)above? 17h c A 3594 controlled enft of a person dsscribecf ins or .above? If•Yeec Section B.Type I Supporting Or anizabons Yes No 1 Did the directors,trustees,or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax year?If"No,`describe in Part VI how the supported organizations)effectively operated,supervised,or controlled the organization's activities.If the organization had more then one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions,If any,applied to such powers during the tax year. 1 2 Did the organization operate for the benefit of any supported organization other than the%ppnrred organization(s)that operated,supervised,or controlled the supporting organization? If"Yes,"explain in Part Vl how providing such benefit tamed out the purposes of the supported organization(s)that operated, 2 Section C.Type It Supporting Supporfing Organizations Yes No i Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? if"No,"describe in Part Vl how control or management of the supporting organization was vested in the same persons that controlled or managed Section D.Type III Su ortin Organizations Yes No 1 Did the organization provide to each of its supported organizations,by the last day of the fifth month of the organization's tax year,(1)a written notice describing the type and amount of support provided during the prior tax year,(2)a copy of the Form 990 that was most recently filed as of the date of notification,and(3)copies of the organization's governing documents in effect on the date of notification,to the extent not previously provided? 1. 2 Were any of the organization's officers,directors,or trustees either O appointed or elected by the supported organization(s)or(ii)serving on the governing body of a supported organization? if"No,"explain in Part V1 how the organization maintained a close and continuous working relationship with the supported organization(s). 2 3 By reason of the relationship described in(2),did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? If"Yes,"describe in Part VI the role the organization's 3 Section E.Type 111 Functionally-Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions): a [:J The organization satisfied the Activities Test. Complete line 2 below. b 0 The organization is the parent of each of its supported organizations. Complete line 3 below. c [D The organization supported a governmental entity. Describe in Part V1 how you supported a government entity(sse nsbtrctioIV): 2 Activities Test.Answer(a)and(b)below. Yea No a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s)to which the organization was responsive? 1f"Yes,"then in Part V1 identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations,and how the organization determined that these activities constituted substantially all of its activities. 2a b Did the activities described in(a)constitute activities that,but for the organization's involvement,one or more of the organization's supported organization(s)would have been engaged in? if"Yes,"explain in Part V1 the reasons for the organization's position that its supported organization(s)would have engaged in these activities but for the organization's involvement. 2b 3 Parent of Supported Organizations. Answer(a)and fb)below. a Did the organization have the power to regularly appoint or elect a majority of the officers,directors,or trustees of each of the supported organizations?Provide details in Part Vl. 3a b Did the organization exercise a substantial degree of direction over the policies,programs,and activities of each PIts suoggftWs i "t n "YB8"dBscri i aaznzs 09-17-14 Schedule A(Form 990 or 990-EZ)2014 17 Schedule A(Form a EQUALITY CALIFORNIA INSTITUTE 68-0438008 P ' a Type III Non-Functionally Integrated SKI(a)(3)Supporting Organizations 1 Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov.20,1970. See instructions All other T III-non-functionally integrated supporting or izatioml Must complete Sections AthrouhE. Section A-Adjusted Net Income (A)Prior Year (9)Current Year (optionA Not short-term capital -'n 1 Recoveries of Prior-year distributions 2 3 Other ross income see instructions 3 4 Add lines 1 through 3 4 b Depreciation and depletion 6 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management,conservation,or maintenance of progierty hold for production of income lase.instructions- 6 7 Other ex see instructions 7 8 Ad treted Not become(subtract lines 5 6 and 7 from line 4) a Section B-Minimum Asset Amount (A)Prior Year (8)Current Year (optional) t Aggregate fair market value of all non-exempt-use assets(see instructions for short tax year or assets held for part of:. r): a Average mooLhly value of securities to b Averaae montrity cash balances 1b c Fair market value of other non•exem ruse assets is d Total add lines 1a 1b and tc id e Discount claimed for blockage or other factors l lain in detail In Pad Vf, 2 Acquisition indebtedness applicable to noucexem p t-use-assets 2 3 Subtract line 2 from line I 3 4 Cash deemed held for exempt use.Enter 1.1/2%of line 3(for greater amount, we instructions). 4 5 Net value of non-exem use assets subtract line 4 from line 3 - 5 MultinlY,line 5 b .035 6 7 Recoveries,of.priory ear distributions 7 8 Minimum Asset:Amount add line:7 to line 6 8 Section C-Distributable Amount Current Year 1 Adjusted net income.forprior.year Ifirom Section.. line: - Column 1 2 Enter 85%of line 1 2 _.. ... 3 Minimum asset amount forprior. ar ffrom Section 8 line 8 Column A 3 4 Enter areater of line 2 or line 3 4 6 Income tax imposed in prior year 5 6 Distributable Amount. Subtract line 5 from line 4,unless subject to eme .reduction see Iflstruct an8 6 7 0 Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization(see instructions). Schedule A(Form 990 or 990-EZ)2014 432026 U9-IT-14 18 E UALITY CALIFORNIA INSTITUTE 68-0438008 W%%ftnct1ona1!y tintegrated 509(a)(3)Supporfing Organizations Section D-Distributions current Year Amounts. aid to su000rted organizations to accomplish m exempt purposes 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations,.In excess of Income from activity 3 Administrative expenses d to accomplish exem t purposes of supported or anizations. 4 Amounts paid to accluireexempt-use assets 5 Ovallf5ed set-aside amounts prior IRS aggroval uired 6 Other distributions(descriMg in .See Instructions, 7 Total annual cl one. AN lined through 6. 8 Distributions to attentive supported organizations to which the organization is responsive ro ' a datails,in Part Vt.See instructions. Distributable amount for 2014 fromSection C line 6 10 lirre.8 amount divided by Line 9 amount (I) CU (fig Excess Distributions Underdistributions Distributable Section E-Distribution Allocations(see instructions) pre-2014 Amount for 2014 1 Distributable amount for 2014 from Section G line 6 2 Underdistributions,if any,for years prior to 2014 reasonable causerequired-aee instructions 3 Excess distributions carryover,4 arty,to 2014: a b e From 2013 f Total of lines 3a throuah e Applied to underdistributions of prior years h Applied to 2014 distributable amount I Ca T. over-from 20M not applied faiis instructions Remainder.Subtract lines 3o.3h and 31 from3f. 4 Distributions for 2014 from Section D, Sne 7: S a &Wed to und&distributions of prior years b Applied to 2014 distributable amount . c Remainder.Subtract fines 4a and 4b from 4. 5 Remaining underdistributions for years prior to 2014,if any.Subtract lines 3g and 4a from line 2(e amount creator than zero see instructional. 6 Remaining underdistributions for 2014.Subtract lines 3h and 4b from line 1 (if amount greater than zero,see instructions). 7 Excess distributions carryover to 2015. Add lines 31 and 4c. 8 Breakdown of line 7: a .._. _ . d Excess from 2013 Excess from 0,14 Schedule A(Form 990 or 990-EZ)2014 4 W7 09-17-14 19 LOMMOOWEQ2014 EQUALITY CALIFORNIA INSTITUTE 68-0438008 pages 8 Supplemental Information. Provide the explanations required by Part II,line 10;Part 11,line 17a or 17b;and Part III,line 12, Also complete this part for any additional information.(See instructions). 432e2a oar-14 Schedule A(Form 990 or 990-EZ)2014 20 ** PUBLIC DISCLOSURE COPY ** Schedule B Schedule of Contributors OMB No.1a 4)W (Form 990,990-E7, ► Attach to Form 990,Form 9W-EZ,or Form 990-13F, or 990-PF) ► Information about Schedule B(Form 990,990-EZ,or 990-PF)and 20 DeWm M&Me Treasury inWe R.ue saivks Its instructions is at v/form990`. Name of the organization Employer identification number EQUALITY CALIFORNIA INSTITUTE 68-0438008 Organization type(check one): Filers of: Section: Form 990 or 990EZ ® 501(c)( 3 )(enter number)organization 4947(ayl)nonexempt charitable trust not treated as a private foundation 0 527 political organization Form 996PF 501(c)(3)exempt private foundation Q 4947(a)(1)nonexempt charitable trust treated as a private foundation 501(03)taxable private foundation Check if your organization is covered by the General Rule or a Special Rule- Note.Only a section 501(cX7),(8),or(10)organization can check boxes for both the General Rule and a Special Rule.See instructions. General Rule ® For an organization filing Form 990,990-EZ,or 990-PF that received,during the year,contributions totaling$5,000 or more(in money or property)from any one contributor.Complete Parts I and ii.See instructions for determining a contributor's total contributions. Special Rules f3%support rt test of the regulations under Q For an organization described in section 501(c)(3)filing Farm 990 or 990-EZ that met the 33 1 sections 509(a)(1)and 170(b)(1)(A)(vi),that checked Schedule A(Form 990 or 990-EZ),Part 11,line 13,16a,or 16b,and that received from any one contributor,during the year,total contributions of the greater of (1)$5,000 or(2)2%of the amount on to Form 990,Part VIII,line 1h, or(ii)Form 990-EZ,line 1.Complete Parts I and II. 0 For an organization described In section 501(c)(7),(8),or(10)filing Form 990 or 990 EZ that received from any one contributor,during the year,total contributions of more than$1,000 exclusively for religious,charitable,scientific,literary,or educational purposes,or for the prevention of cruelty to children or animals.Complete Parts I,II,and Ill. 0 For an organization described in section 501(c)(7),(8),or(10)filing Form 990 or 990EZ that received from any one contributor,during the year,contributions exclusively for religious,charitable,etc.,purposes,but no such contributions totaled more than$1,000.If this box is checked,enter here the total contributions that were received during the year for an exclusively religious,charitable,etc., purpose.Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious,charitable,etc.,contributions totaling$5,000 or more during the year ------ _„-,._-................_.,......._ ► $ Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B(Form 990.99QEZ,or 990-PF), but it must answer"No"on Part IV,line 2,of its Form 990;or check the box on line H of its Form 990-EZ or on its Form 990-PF,Part I,line 2,to certify that It does not meet the filing requirements of Schedule B(Form 990,990-EZ,or 990-PF). BHA For Paperwork Reduction Act Notice,see the Instructions for Form 990,990-EZ,or 990-PF. Schedule 8(Form 990,990-EZ,or 990-PF)(2014) 42M1 11-05-14 Schedule B vrm.990,990-EZ,:or 990RP 014 e 2 Name of organization Employer identification number EQUALITY CALIFORNIA INSTITUTE 68-0438008 Part Contributors (see instructions).Use duplicate copies of Part I if additional space is needed., (a) (b) (e) (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 1 Person rr Payroll C] $ 53 , 295. Noncash ED (Complete Part 11 for noncash contributions.) (a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions Tijyte of contribution 2 Person Fx-1 Payroll Q $ 6,000. Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (Co No. Name,address and ZIP+4 Total contributions Type of contribution 3 Person Payroll C] $ 5, 000 . Noncesh [� (Complete Part 11 for noncash contributions.) (a) (b) (c) (d) No. Name address,and ZIP+4 Total contributions Type of contribution 4 Person Payroll $ 36,666 . Noncash (� (Complete Part II for noncash contributions) {a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 5 Person Payroll [] $ 13 ,500 . Noncash C] (Complete Part It for noncash contributions.) (a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 6 Person FXJ Payroll Q $ 5 , 0 00 . Noncash (� (Complete Part it for noncash contributions.) 423452 11-o 14 Schedule S(Form 990,990-EZ,or 990-PF)(2014) 22 Schedule 8 F MI 990.990-EZ,or 990-P 2 014 2 Name of organization Employer identHication number EQUALITY GALIFORNIA INSTITUTE 68-0438008 Part Contributors (see Instructions).Use duplicate copies of Part I H additional space is needed. (a) (b) (c) (CO No. Name,address,and ZIP+4 Total contributions TYPO of contribution 7 Person Payroll $ 7, 500. Noncash C( (Complete Part II for noncash contributions-) (a) (b) (c) (d) No. Name address,and ZIP+4 Total contributions T of contribution 8 Person Fr Payroll [7 $ 15 , 000 . Noncash Cj (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 9 Person Payroll $ 5 , 000 . Noncash (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions T of contribution 10 Person FXI Payroll $ 5 , 000. Noncash (Complete Part 11 for noncash contributions.) (a) (b) (o) (CO No. Name,address,and ZIP+4 Total contributions TM*of contribution 11 Person FXI Payroll $ 30, 000. Noncash [� (Complete Part 11 for noncash contributions.) (a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 12 Person Payroll $ 7,482. Noncash F-I (Complete Part II for noncash contributions.) QW2 11-05-14 Schedule B(Form 990,990•EZ,or 9WPF)(2014) 23 Schedule (Form W..990•EZ,or990-PF 2014) Page 2 Name of orpanbation Employer identification number EQUALITY CALIFORNIA INSTITUTE 68-0438008 T-8-rt-fl Contributors (see instructions).Use duplicate copies of Part I if additional space is needed. (a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions TYPO of contribution 13 Person Payroll Q $ 35 , 000. Noncash [] (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 14 Person Payroll Q $ 5, 250 . Noncash ED (Complete Part II for noncash contributions.) (a) (b) (o) (d) No. Name,address,and ZIP+4 Total contributions TYPO of contribution 15 Person LX] Payroll Q $ 12,500. Noncash [] (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 16 Person FV Payroll $ 5,750 .. Noncash 0 (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 17 Person Payroll Q $ 275,000 . Noncash (Complete Part It for noncash contributions.) (a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 18 Person Payroll $ 16, 000. Noncash (Complete Part II for noncash contributions.) Q302 11-0s14 Schedule 8(form 98(1,911 or$80-PF)(2014) 24 Schedule 8. otm.990,9900.EZ.or 99&P. - 014 2 Name of organization Employer identification number EQUALITY CALIFORNIA INSTITUTE 68-0438008 � Contributors (see instructions).Use duplicate copies of Part I if additional space is needed. (a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 19 Person Payroll 0 $ 8 ,000.. Nonoash o (Complete Part 11 for noncash contributions.) (a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 20 Person Payroll 0 $ 32 00D. Noncash 0 (Complete fart 11 for noncash contributions.) (s) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 21 Person Payroll Q $ 25,000. Noncash Q (Complete Part 11 for noncash contributions.) (a) (b) (c) (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 22 Person i 7l Payroll Q $ 6 ,0 0 0. Noncash Q (Complete Part 11 for noncash contributions.) (a) (b) (c1 (d) No. Name,address,and ZIP+4 Total contributions Type of contribution 23 Person Payroll Q $ 10,0 0 0 . Noncash Q (Complete Part II for noncash contributions.) (a) (b) (c) (d) No. Name address,and ZIP+4 Total contributions Type,of contribution Person 0 Payroll �] $ Noncash Q (Complete Part II for noncash contributions.) azaasz „-osia Schedule B(Form 990,90042,Or 9WPF)(2014) 25 Schedule B{Farm'990.90QEZ,or990-P 2014 page 3 Name of organization Employer identification number EQUALITY GALIFpRNIA INSTITUTE 68-0438008 Bart it Nonc88h Property (see instructions).Use duplicate copies of Part II if additional space is needed, (a) (0) from Description of nonc instructions)ns ash property given FMV ns tructions)estimate) Date received Part I No. (c) from Description of noncash property given FMV(a estimate) Date received Part I (sae instructions) (a) (c) from Description of noncash property given FMV(or estimate) Date (received Part I (sae instructions) (a) (�) No. (b) FMV(or estimate) (d) from Description of noncash property given (see instructions) estimate) Date received Part (a) [e) No. (b) FMV{or estimate) (d) from Description of noncash property given (sea instructions) Date received Part I $ (a) (�) No. (b) FMV(or estimate) (d) from Description of noncash property given (sae instructions) Date received Part t $ QW3 11-05-14 Schedule 0(Form 990,990-EZ,or 990-PF)(2014) 26 Schedule B anti 990,.990EZ,or:99(}P (2014). page 4 Name of organization Employer identification number A" C IFO IA INSTITUT& 68-0438008 F-xcla w1y re g(ona, 6,E1o„contra a Ool t0 organ one` sG a m-eectwn e , ,or al brie more tan -,. r theyesrtrom anyone contributor. Complete columns(a)through(a)and the following hire entry.r«arg.ott.iiars compbliroAar III,WWOIet.f.l ofe lusiwly reigiW% Gh itebl.,et[..eontrjW'ianeof$1,o0a«lase for the year. (Enter ih4 into.onto.) Use duolicate coolesof Part III if difio is n.:. .d (a)-leas part om (b)Purpose of gift (c)Use of gift (d)Description of how gift is held (a)Transfer of gift Transferee's name address,and ZIP+4 Relationship of transfaror to transferee (aa)No, (b)Purpose of gift (c)Use of gift (d)Description of how gift is held Part I (a)Transfer of gift Transferee's name address and ZIP+A Relationship of b'ansferar to transferee (a)No. from (b)Purpose of gift (c)Use of gift (d)Description of how gift is held Part I (a)Transfer of gift Transferee's name address and ZIP+4 Helarbonshipof tirdifterfalror to transfer (a)No. from (b)Purpose of gift (c)Use of gift (d)Description of how gift Is held Pan I (a)Transfer of gift Transferee's name address,and ZIP+4 Relationship of transferor to transferee ezar54 n-as-10 Schedule 9(Form 990.990-EZ,or990-PF)(2014) 27 SCHEDULE D Supplemental Financial Statements °��"�16 PW (Form ) Pas V�rme 6,7lete f BIG,1 the 4 organization answered ns er d, Ye to or or 0, 2�14 Department of m Tl�a,sy ►Attach to Farm oft ln a Intpeotion Name of the organization Employer identification number E UALITY CALIFORNIA INSTITUTE 68-043$ 08 Organizations aintaining aonor Advised un or Offier Similar Funds or ccounts. complete if the ,organization answered "Yes"to Form 990,Part IV,line 6. (a)Donor advised funds (b)Funds and other accounts t Total number at end of year _... ......_------_...... 2 Aggregate value of contributions to(during year) . ... . . . 3 Aggregate value of grants from(during year) 4 Aggregate value at and of year ......, 5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property,subject to the organization's exclusive legal control? ...................... ...... Yes No 6 Did the organization inform all grantees,donors,and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor,or for any other purpose conferring yes No ttee on aa0rn0 IbL Complete if the organization answered "Yes"to Form 990,Part IV,line 7. 1 Purpose(s)of conservation easements held by the organization(check all that apply). =,Preservation of land for public use(e.g., recreation or education) C] Preservation of a historically important land area El Protection of natural habitat Preservation of a certified historic structure 0 Preservation of open space 2 Complete lines 2a through 2d I the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year, el attheEndoftheTaxYear a Total number of conservation easements ,.-.,_. ,,.., . 2a b Total acreage restricted by conservation easements ... _..__,,. ., , _._,,,, ,.,,, . 2b c Number of conservation easements on a certified historic structure included in(a) .__.,.. .,, .,._, 2c d Number of conservation easements included in(c)acquired after 8117/06,and not on a historic structure listed in the National Register ............_....... 3 Number of conservation easements modified,transferred,released,extinguished,or terminated by the organization during the tax year 1r 4 Number of states where property subject to conservation easement is located 5 Does the organization have a written policy regarding the periodic monitoring,inspection,handling of violations,and enforcement of the conservation easements it holds? _._,,,,_,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,_.,-,,,,,,.,,,.,.,._.,,,..._. =1 Yes No 6 Staff and volunteer hours devoted to monitoring,inspecting,and enforcing conservation easements during the year/ 7 Amount of expenses incurred in monitoring,inspecting,and enforcing conservation easements during the year► $ 6 Does each conservation easement reported on line 2(d)above satisfy the requirements of section 170(h)(4XB)n and section 170(h)(4XB)Qi)? .....,......, ....................................,.._.....................,............ . ....._, . .......... Yes No 9 In Part XIII,describe how the organization reports conservation easements in its revenue and expense statement,and balance sheet,and include,if applicable,the text of the footnote to the organization's financial statements that describes the organization's accounting for IIIOrganizations Maintaining Collections of Historical Treasures,or et her itttilar Asss, Complete if the organization answered"Yes"to Form 990,Part IV,line S. 1a If the organization elected,as permitted under SFAS 116(ASC 958),not to report in its revenue statement and balance sheet works of art, historical treasures,or other similar assets held for public exhibition,education,or research in furtherance of public service,provide,in Part XIII, the text of the footnote to its financial statements that describes these items. b If the organization elected,as permitted under SFAS 116(ASC 958),to report in its revenue statement and balance sheet works of art,historical treasures,or other similar assets held for public exhibition,education,or research in furtherance of public service,provide the following amounts relating to these items: (i) Revenue included in Form 990,Part VIIi,line 1 ................... .. $ .. ................................................................ (ii) Assets included in Form 990,Part X ._.,... $ 2 If the organization received or held works of art,historical treasures,or other similar assets for financial gain,provide the following amounts required to be reported under SFAS 116(ASC 958)relating to these hems: a Revenue included in Form 990,Part Vlll,line 1 $ ............................................................................... ....... .. b Assets included in Form 990,Part X LHA For Paperwork Reduction Act Notice,see the Instructions for Form 990, schedule D(Form 990)2014 4a2as1 tC-01-14 28 1 $ i7ALITY MIFORNIA INSTITUTE 68-0438008 2 l WO6JErganizaNans Maintaining Collections of Art, Historical Treasures, or Other Similar Assets bartun„aW 3 Using the organization's acquisition,accession,and other records,check any of the following that are a significant use of its collection items (check all that apply): a 0 Public exhibition d Loan or exchange programs b Q Scholarly research a Other c =Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. 5 During the year,did the organization solicit or receive donations of art,historical treasures,or other similar assets 222 -s to h 'n 'n f the or Ization's ooaectio Escrow and Custodial Arrangements. Complete if the organization answered"Yes'to Form 990,Part IV,line 9,or reported an amount on Form 990,Part X,line 21. 1a Is the organization an agent,trustee,custodian or other intermediary for contributions or other assets not included onForm 990,Part X? ............ ------ .....---... ... ........_..................... ........._........... .._.......__................. ....................,. Yes No b If"Yes,"explain the arrangement in Part All and complete the following table: _ Amount cBeginning balance ........................................_..._..........-.................-.......__._..__.................................. to d Additions during the year ..................................................................................._.,...,._............. ........... td e Distributions during the year ........................................ _........................,........ to f Ending balance ......... ._.....,...__..._............. . ... ..._ 1f 2a Did the organization include an amount on Form 990,Part X,line 21,for escrow or custodial account liability? .,.... Yes 0 No "Yes x e mentinP 'XIIL:. edc relfth e- " nh Mtl nWart 3d1 ' .art n oWittef t un S. complete if the organization answered"Yes'to Form 990,Part IV,line 10. a Current year Prior yrear c Two mrs back Three years back AoLFour ,ears back 1a Beginning of year balance b Contributions .._.,..,... c Net investment earnings,gains,and losses d Grants or scholarships _..__................. e Otter expenditures for facilities and programs .............. . f Administrative expenses g End of year balance ................... ........ 2 Provide the estimated percentage of the current year end balance(line 1g,column(a))held as: a Board designated or quasi-endowment ► % b Permanent endowment► % c Temporarily restricted endowment ► % The percentages in lines 2a,21b,and 2c should equal 100%, 30 Are there endowment funds not in the possession of the organization that are held and administered for the organization by: Yes No f) unrelated organizations ......._._....__...., i......................................................................................................... (it) related organizations ....................._..................... ............................................ .. it b If"Yes"to 3a(ii),are the related organizations listed as required on Schedule F? in,Part,Alte" f t_ ' nt;funds. nd, Buildings,an qu prrtent. Complete if the organization answered"Yes"to Form 990;Part IV,line 11 a.See Form 990,Part X,line 10. Description of property (a)Cost or other (b)Cost or ether (c)Accumulated (d)Book value basis(investment) basis(other) depreciation 1a Land .......:...._........._................... ....... b Buildings ........ c Leasehold improvements .............................. 3 200 . 3,200. 0. d equipment .......... .............. ...._.._.. ..... 17, 387. 17 , 387. 0. Total,Add lines la through Ie. 0.. Schedule D(Form 990)2014 402052 10-01-14 29 e: :orto9 2Q14 LPUALITY CALIFORNIA INSTITUTE 68-0438008 P 3 tnvestrner>ts- er ecunbes. Complete if the organization answered'Yes"to Form 990,Part IV,line 11 b.See Form 990,Part X.line 12, (a)Description of security or category(including r."aofwuriM (b)Book value (c)Method of valuation:Cost or end-ofyear market value (1) Financialderivatives _ (2) Closely-held equity interests .. (3) Other B to must l Form 990,Pan X col. - line 12 - Investments- Program Related. Complete if the oraanbtaiion answered"Yes"to Form 990 Part ht line 11 c..See Form-990 Part X line 13. (a)Description of investment (b)Book value (c)Method of valuation:Cost or end-of-year market value 1 6 8 CaL b m to ea)Farmr Part X.COL. B line.l3. r Assets. Complete if the organization answered'Yes"to Form 990,Part IV,line 11 d.See Form.990 Part X,line 15, (a)Description (b)Book value 1 3 4 5 I 8 r to e8. Complete if the organization answered"Yes"to Form 990,Part IV,line 11 a or 11 f.See Form 990,Part X,line 25. 1, (a)Description of liability (b)Book value 1 Federal income fazes DUE TO EQUALITY CALIFORNIA 733 ,514. 4 (91 Total. 733 514. 2. Liability for uncertain tax positions. In Part XII I,provide the text of the footnote to the organization's financial statements that reports the otpanization's Ilabkty for uncertain tax positions under FIN 48(ABC 740).Cheek here if the text of the footnote has been provided in Part Xill Schedule D(Form 990)2014 aszoss to-ot-ta 30 ScheduleD Farm990.2014 E UALITY CALIFORNIA INSTITUTE 68-0438008 e4 rt` econci iation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization.answered"Yes'to Form 990,Part IV,line 12a. 1 Total revenue,gains,and other support per audited financial statements ........... ........ 1 638 , 076. 2 Amounts included on line 1 but not on Form 990,Part VIII,line 12: a Net unrealized gains(losses)on investments b Donated services and use of facilities 2b 7, 200. c Recoveries of prior year grants _.............._... . .. ... . ..: .. ......... ..... 2c d Other(Describe in Part XIII.) ..................___.. . . e Add fines 2a through 2d ... .. .... ...... 2e 7, 200. 3 Subtract line 2e from line . .. 3 630 876. 4 Amounts included on Form 990,Part VIII,line 12,but not on line 1 a Investment expenses not included on Form 990,Part VIII,line 7b 4a It Other(Describe in Part XIII.) .....:.... _....... . ........ c Add lines 4a and 4b .-___...._.--. enueones 630 876. ett Reconcili an o penses per t nanctal tatements it ses per turn. Complete if the organuation answered`Yes'to Form 990,Part IV,line 12a. 1 Total expenses and losses per audited financial statements ... .........,,,,......-„ ,;_............................ 1. 1,150,691. 2 Amounts included on line 1 but not on Form 990,Part N,line 25: a Donated services and use of facilities :_.--„-,- -..........:._. 2a--- 7 200 . b Prior year adjustments .... .... 2b cOther losses _...._.....,._.._....._._.__................._............................_....._.......... 2c d Other(Describe in Pan Xlll.) ....................... ........................ .............. ............... 2d e Add lines 2a through 2d „ 2e 7,200. 3 Subtract line 2e from line 1 ..... .. ... .. . .. ._. 3 1,143,491. 4 Amounts included on Form 990,Part IX,line 25,but not on line 1: a Investment expenses not included on Form 990,Part VIII,line 71b ..,_.._..............„ 4a. b Other(Describe in Part XIII.) ................... .. . ..... ..... ....... .. ...._. c Add lines 4s and 4b ............._........,.....,........ -4c 0 . T e ..... ............. 5 143: 491. upp emental information. Provide the descriptions required for Part il,lines 3,5,and 9;Part III,lines la and 4;Part IV,lines 1 b and 2b;Part V, line 4;Part X,line 2; Part XI, lines 2d and 4b:and Part XII,lines 2d and 4b.Also complete this part to provide any additional information. PART X LINE 2 : THE INSTITUTE FOLLOWS THE PROVISIONS OF FASB ASC 740-10 INCOME TAXES AND RELATED SUBSECTIONS. ACCORDINGLY, THE INSTITUTE ACCOUNTS FOR UNCERTAIN TAX POSITIONS BY RECORDING A LIABILITY FOR UNRECOGNIZED TAX BENEFITS RESULTING FROM UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS. THE INSTITUTE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE APPROPRIATE TAXING AUTHORITIES. THE INSTITUTE DOES NOT BELIEVE THAT ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS AND ACCORDINGLY HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING FINANCIAL STATEMENTS. 'a 01-%54 i Schedule D(Form 990)2014 31 o 9WI 2014 EQUALITY CALIFORNIA INSTITUTE 68-043800`8 Supplemental Information (,,,!tale Schedule D(Form 9W)2014 102 10-01-14a 32 SCHEDULE G CWHa .1� 7 Supplemental Information Regarding Fundraising or Gaming Activities 2�14 (Form 990 or 990-EZ) Complete if the organization answered"Yes"to Form 990,Part IV,lines 17, 18,or 19,or it the organization entered more than$16,000 on Form 990-E7,line ea. DeF tm M of are T, a ury I10--Attach to Form 990 or Form 990-EZ. open t�oi Public Inn nalRevenueService -kintonnston about schedule AIL hg Inspection Name of the organization Employer identification number EQUALITY CALIFORNIA INSTITUTE 68-0438008 ® Fundraising Activities. Complete 0 the organization answered "Yes"to Form 990,Part IV,line 17.Form 990-F2 filers are not required to complete this part. 1 Indicate whether the organization raised funds through any of the following activities.Check all that apply. a = Mail solicitations a 0 Solicitation of non-government grants b Q Internet and email solicitations f Solicitation of government grants c C] Phone solicitations g Q Special fundraising events d Q In-person solicitations 2 a Did the organization have a written or oral agreement with any individual(including officers,directors,trustees or key employees listed in Form 990,Part VII)or entity in connection with professional fundraising services? EJ Yes 0 No b If"Yes,"list the Lan highest paid individuals w nnlilias(funJraisers)pursuant Lu agreements under which the fundraiser is to be compensated at least$5,000 by the organization. (Siia Dw (v))Anxwnt paid (vi)Amount paid (i)Name and address of individual fill Activity n venc ay (iv)Gross receipts to(prretained by) to(or retained by) or entity(fundraiser) orooWer from activity fundraiser organization c 'Ibut=0 listed in col.(i) Yes No TAW __... .:.... . ....: .. ............ - - 3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing. LHA For Paperwork Reduction Act Notice,see the Instructions for Form 990 or 990-E7- Schedule R(Form 990 or 9WEZ)2014 "Ml O5-20-14 33 u1G a 14EUAITY CALIFORNIA INSTITUTE 68-0438008 mn Iosri e Pagela I the organization answered"Yes"to Form 990,Part IV,line 18,or reported more than$15,000 of fundraising event contributions and gross income on Form 990-EZ,lines 1 and 6b.List events with gross receipts greater than$5,000. (a)Event#1 (b)Event#2 (c)Other events NONE IQ Total events (add col.(a)through INNER m col.(c}) (event type) (event type) (total number) c 1 Gross receipts ............. 213 929. 213 929 . 2 Less:Contributions 113,486. 113 486. Gross income line1 minus line 2 100 443. 100:. 443. 4 Cash prizes .................. 5 Noncash prizes ...___.. .....- 5 Rent/facility costs w 7 Food and beverages 59,843. 59,843 . a 8 Entertainment 2, 879. 2,879 . 9 Other direct expenses 379721, 37 ,721 . 10 Direct expense summary.Add lines 4 through 9 in column(d) . , .._.__.._. 10, 100 ,443. Subtract` line 10 from tl -0. Toff 8m rig• Complete if the organization answered"Yes"to Form 990,Part IV,line 19,or reported more than $15,000 on Form 990-EZ,line 6a. m (a)Bingo (b)Pull tabsAnstant (c)Other gaming (d)Total gaming(add bingo/progressive bingo col.(a)through col.(c)) I Gross revenue m 2 Cash prizes ...... .......... ....... 3 Noncash prizes 2 4 Rent/facility costs ...... 0 5 Other direct expenses ,--........................ Yes % Yes % Yes % 5 Volunteer labor ,...._..._-... E7 No Na No 7 Direct expense summary.Add lines 2 through 5 in column(d) .,- _. ......_...... 9 Enter the state(s)in which the organization conducts gaming activities: a Is the organization licensed to conduct gaming activities in each of these states? -_-........,.........-„_-_ Yes No b If"No,"explain: 10a Were any of the organization's gaming licenses revoked,suspended or terminated during the tax year 0 Yes C No b If"Yes,"explain: 4 2M U-25-14 Schedule G(Form 990 or 990-EZ)2014 34 Schedule G(Form 990 0096FQ 2014 EQUALITY CALIFORNIA INSTITUTE 68-0438208_ p�e3 11 Does the organization conduct gaming activities with nonmembers?,,_.::................................................ ......-.. � Yes � No 12 Is the organization a grantor,beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? ......................._.................................... ...__.._..::-_..-.................... E:1 Yes E::] No 13 Indicate the percentage of gaming activity conducted in: a The or anizatlon's facility b An outside facility ---- ..... ....._..............._.._._.........................-_ ..._ ............ 1 f 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records: Name 111. Address ilia Does the organization have a contract with a third party from whom the organization receives gaming revenue? Yes No b If"Yes,"erner the amount of gaming revenue received by the organization ► $ and the amount of gaming revenue retained by the third party ►$ c ff"Yes,"enter name and address of the third party: Name 10, Address ► 16 Gaming manager information: Name IN- Gaming manager compensation ► $ Description of services provided ► 0 Director/officer 0 Employee Independent contractor 17 Mandatory distributions: a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? Yes Q No b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the -- izatio ex e m-i activities during ri the tax year PBr�' Supplemental information. Provide the explanations required by Part I,line 21b,columns(ii)and(v),and Part III,lines 9,9b,101b, 15b, 15c 15 and 17b as applicable.Also provide any additional information(see Instructions). 02083 0628-14 Schedule G(Form 990 or 990-EZ)2014 35 G e9oov88 " E' UALITY CALIFORNIA INSTITUTE 68-04.38008 p upp ementa orm nrinuea� 4=004 Schedule G(Form OW or 990-EZ) 0s 1-u 36 SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ 120714i (Form 990 or 990-EZ) Complete to provide information for responses to specific questions onForm 990 or 99D-EZ or to provide any additional information-oepvlment a the Treew ►Attach to Form 990 or 990-EZ. v Name of the organization Employer identification number EQUALITY CALIFORNIA INSTITUTE. 68-0438008 FORM 990 PART III LINE 4B PROGRAM SERVICE ACCOMPLISHMENTS: MEDICARE FRAUD. FORM 990 PART III LINE 4C PROGRAM SERVICE ACCOMPLISHMENTS: REDUCING DISPARITIES FOR LGBT POPULATIONS IN CALIFORNIA" , CATALOGING THE MANY WAYS IN WHICH THE CURRENT PUBLIC MENTAL HEALTH SERVICES LEAD TO INADEQUATE TREATMENT FOR LGBT CALIFORNIANS, AND INCLUDING CONCRETE POLICY RECOMMENDATIONS TO ADDRESS THOSE DISPARITIES. THE ORGANIZATION CONDUCTED A SERIES OF TOWN HALLS AROUND CALIFORNIA RETURNING TO COMMUNITIES THAT HAD PARTICIPATED IN THE INITIAL DATA-GATHERING SESSIONS. FORM 990 PART VI SECTION B LINE 11 : A DRAFT COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION' S PRESIDENT PRIOR TO ITS FILLING. THE ORGANIZATION'S BOARD OF DIRECTORS WILL CAREFULLY REVIEW THE FORM 990 AFTER THE FORM HAS BEEN FILED WITH THE INTERNAL REVENUE SERVICE AND WILL AMEND THE RETURN IF THERE ARE ANY MATERIAL ERRORS OR CORRECTIONS NEEDED. FORM 990 PART VI SECTION B LINE 12C: EACH BOARD MEMBER ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND SUBMITS A WRITTEN STATEMENT IDENTIFYING CONFLICTS IF ANY. THESE DOCUMENTS ARE SUBMITTED TO AND CERTIFIED BY THE BOARD PRESIDENT AND FILED WITH THE CORPORATE DOCUMENTS. FORM 990 PART VI SECTION 8 LINE IS : BHA Fer Paperwork Reduction Act Notice,see the Instructions for Form 990 or 990-EZ. Schedule 0(Form 990 or 990-EZ)(2014) a 211 oa-2r-14 37 orm ......or-.-. ..EZ 14 I?. . Name of the organization Employer identification number EQUALITY CALIFORNIA INSTITUTE 68-0438008 COMPENSATION FOR THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR WAS DETERMINED BY A BOARD COMMISSIONED COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS COMPARASIONS TO OTHER SIMILARLY SITUATED NON-FOR-PROFIT ORGANIZATIONS. PERFORMANCE INDUCATORS ARE USED IN DETERMINING THE SALARY OF THE EXECUTIVE DIRECTOR. FORM 990 PART VI LINE 17 LIST OF STATES RECEIVING COPY OF FORM 990: CA CO CT FL HI IL MD MA MI MN MO,NJ NY,NC OH,OR,PA TN UT VA WA FORM 990 PART VI SECTION C LINE 19 : THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND OTHER PERTINENT DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990 PART IX LINE 11G, OTHER FEES: PROFESSIONAL & OUTSIDE SERVICE : PROGRAM SERVICE EXPENSES 126 900. MANAGEMENT AND GENERAL EXPENSES 9 , 470. FUNDRAISING EXPENSES 3 , 904. TOTAL EXPENSES 140 274. TOTAL OTHER FEES ON FORM 990 PART IX LINE 11G COL A 140 274. A32o08 27 14 Schedule 0(Form 990 or 9W-EZ)(2014) 38 SCHEDULE R Related Organizations and Unrelated Partnerships .+aw.' .�tt (Form 990) ►Complete If the organization answered"Yes"on Form 990,Part IV,line 33,34,36b,W.or 37.10- 2014 oepmnn«rc"e s.ry Attach t0 Form 990. to,pt"t- R ._... _. yeallon —i--- Name of the organization Employer identification number EQUALITY CALIFORNIA INSTITUTE 68-0438008 Par17 Identification of Disregarded Entities Complete if the organization answered "Yes"on Form 990,Pan IV,line 33, (a) (b) (c) (d) (e) to Name,address,and EIN(if applicable) Primary activity Legal domicile(state or Total income End-of-year assets Direct controlling of disregarded entity foreign country) entity part 11 Identification of Related Tax-Exempt Organizations Complete if the organization answered"Yes"on Form 990,Part IV,line 34 because it had one or more related tax-exempt organizations during the tax year. (a) (b) (c) (d) (e) s�m"( �z eytsi Name,address,and EIN Primary activity Legal domicile(state or Exempt Code Public charity Direct controlling cononnea of related organization foreign country) section status Cif section entity "mlat 501(c)(3)) Yes No EQUALITY CALIFORNIA - 95-4708781 202 W 1ST ST„ SUITE 3-0130 LOS ANGELES, CA 90012 EQUALITY ZALIFORNIA 01(C)(4) /A /A X For Paperwork Reduction Act Notice,see the Instructions for Form 990. Schedule R(Form 990)2014 SEE PART VII FOR CONTINUATIONS d3216i ox-7a-ia L.HA 39 _$chedubR(Fo1m9M2D14 EQUALITY CALIFORNIA INSTITUTE 68 0438608 P e2 P�Ig Identification of Related Organizations Taxable as a Partnership Complete d the organization answered"Yes"on Form 990,Part IV,line 34 because it had one or more related organizations treated as a partnership during the tax year- (a) (b) (c) (d) (a) (f) (9) (h) fS 1>7 (k) Name,address,and EIN Primary activity �ga'� Direct controlling Predominant income Share of total Share of oi5pr0rorGunme Coda V-UBI er.l Pe of related organization (ymm« entity irelated,unrelated, income end-of-year ip airocatrons± amount in box mmoeloa ownr�arnrsh ro,e;e� exclluded from tax under assets 20 of Schedule oov,b�,f sections 512-514) Yes No K-1 (Form 1065) No Part N. Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered"Yes"on Forth 990,Part IV,line 34 because it had one or more related organizations treated as a corporation or trust during the tax year. (a) (b) M (d) (a) (0 (g) (h) (IR soa on Name,address,and EIN Primary activity Legal wnolle Direct controlling Type of entity Share of total Share of Percentage 61z(b)(1al of related organization (are or entity (C co S co controlled corp, rp, income end-of-year ar ownership or trust) assets """ ' 61 Yes No Q2162 08,1b14 Schedule R(Form 990)2014 40 Schedule R fFprm.%M2o14 EQUALITY CALIFORNIA INSTITUTE 68 0438008 page Tartu Transactions With Related Organizations Complete if the organization answered"Yes"on Form 990,Part IV,line 34,35b,or 36. Note.Complete line 1 if any entity is listed in Parts II,III,or IV of this schedule. Yes1 During the tax year,did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV? NO a Receipt of(i)interest,pi)annuities, (iii)royalties,or(iv)rent from a controlled entity .._. ......... to S b Gift,grant,or capital contribution to related organization(s) . .... ... .... . <...<..... . . c Gift,gram,or capital contribution from rested organization(s) ...... 116 X.... . ...__.,... .-...._ . _.... ..._.. ....,.. _ . ...._....... . .. . X ..,, 1c d Loans or loan guarantees to or for related organization(s) .... . _ ld X e Loans or loan guarantees by related organization(s) - 1e X f Dividends from related organization(s) -._ , 1f X 9 Sale of assets to related organization(s) _ 1 X h Purchase of assets from related organization(s) .__... . - .... .- th X i Exchange of assets with related organization(s) , j Lease of facilities,equipment,or other assets to related organization(s) k Lease of facilities,equipment,or other assets from related organization(s) ............................. Performance of services or membership or fundraising solicitations for related organization(s) ,. 11 X m Performance of services or membership or fundraising solicitations by related organization($) n Sharing of facilities,equipment,mailing lists,or other assets with related organization(s) .... --.._,......:............... ..-....... .,........ ............... _...._. ,.,.,_... ,......., to X o Sharing of paid employees with related organizalion(s) ......... ........ _ ....... ......._... to, X p Reimbursement paid to related organization(s)for expenses ............... y X q Reimbursement paid by related organization(s)for expenses .. . ...... .... ..._. . . . --. .__ . _.._.._-..-............. ... .,... _. _. . ..._.,...... . ,- 1 X r Other transfer of cash or property to related organization(s) _... ---- 1r X s Other transfer of cash or from related o snization _ .-... Ys X 2 If the answer to an of the above is"Yes°see the instructions for informat-ion on who must cam bte thia line includin covered ralationshi s and transaction thresholds. (a) (b) (c) (d) Name of related organization Transaction Amount involved Method of determining amount involved type les) 1 E UALTTY CALIFORNIA N 40,608 . CASH VALUE E UALITY CALIFORNIA 0 788, 331 . CASH VALUE UALITY CALIFORNIA P 240,078 . SH VALUE 4 aaztez ae-�a-ia 41 Schedule (Form R(Fo 990)2014 ScheduleR(Fo"QM2014 EQUALITY CALIFORNIA INSTITUTE 68 0438008 Paoe.g Part W Unrelated Organizations Taxable as a Partnership complete if the organization answered"Yes"on Form 9W,Part IV,line 37. Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities(measured by total assets or gross revenue) that was not a related organization.See instructions regarding exclusion for certain investment partnerships. - (a) (b) (c) (d) e A (fl (9) (h) W !il (k) Name,address,and EIN Primary activity Legal domicile Predominant income nsrierssec. Share of Share of mspmoor- lode V-U81 xsi«Percents a of entity (state or foreign (felated,unrelated, smisi } tonare --.Ong g excluded from tax under cr 7- total end-of-year uiocatians? of Schedule K 1 t ownership country) sections51231q income assets Yes Na es No {Form 1065) Yes N Schedule R(Form 990)2o14 sautes oe-ta-u 42 Form 2014 EI[ALITY CALIFORNIA INSTITUTE 6:8$-0438008 pamb - Supplemental Information Provide additional information for responses to questions on Schedule R(see Instructions} PART II IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME ADDRESS AND BIN OF RELATED ORGANIZATION: EQUALITY CALIFORNIA EIN: 95-4708781 202 W 1ST ST. , SUITE 3-0130 LOS ANGELES CA 90012 PRIMARY ACTIVITY: EQUALITY DIRECT CONTROLLING ENTITY: N/A asz?ss 0e-14-14 Schedule H(Form 900)2014 43 TAX RETURN FILING INSTRUCTIONS California Form 199 FOR THE YEAR ENDING December 31, 2014 Prepared For: Equality California Institute 202 W 1st St., Suite 3-0130 Los Angeles, CA 90012 Prepared By: ROSSI LLP 400 Oceangate, Suite 1000 Long Beach, CA 90802 Amount of Tax: Balance due of$10. Make Check Payable To: Franchise Tax Board Mail Tax Return and Check (if applicable) To: Not applicable Return Must be Mailed On or Before: Not applicable Special Instructions: The Form 199 return has been prepared for electronic filing. If you wish to have it transmitted electronically to the FTB, please sign, date and return Form 8453-EO to our office. We will then submit the electronic return to the FTB. Do not mail a paper copy of the return to the FTB. Your payment should be made as instructed below as soon as possible. Separately mail California Form FTB 3586 with a check or money order for$10, payable to Franchise Tax Board. Mail to: Franchise Tax Board PO BOX 942857 Sacramento CA 94257-0531 Include the corporation number or FEIN and "2014 Form 3586"on the check or money order. TAXABLE YEAR California Exempt Organization 42e9=1�11-25-14 FORM 2014 Annual Information Return 199 Calendar Year 2014 or fiscal year Winning mmPod ,and ending mmIdd! Corporation/Organizatlon Name California corporation number EQUALITY CALIFORNIA INSTITUTE 2172279 Additional Information.Sea instructions. FEIN 68-0438008 Street address(suite or room) PMB no. 202 W 1ST ST. , SUITE 3-0130 City State ZIP code LOS ANGELES CA 90012 Foreign country name Foreign proWncmutatm ounty Foreign postal code A First Return E::] Yes EX No J If exempt under R&TC Section 23701d,has the organization B Amended Return •= Yes OX No engaged in political activities?See instructions. ............ •= Yes No C IRC Section 4947(a)(1)trust .................................... = Yes ® No K Is the organization exempt under R&TC Section 23701g? •= Yes OX No D Final Information Return? If"Yes,"enter the gross receipts from nonmember • = Dissolved • = Surrendered(Withdrawn) sources • = Merged wrganized Enter date:(mm/dd/yyyy) • L If organization is exempt under R&TC Section 23701d E Check accounting method: and meets the filing fee exception,check box.No filing (1) = Cash (2) EX Accrual (3) Other fee is required. ..................._.......... •= F Federal return filed? M Is the organization a Limited Liability Company? _._.. ..... •= Yes ® No (1)•= 990T (2)• 990-PF (3)• Sch H(990) N Did the organization file Form 100 or Form 109 to G Is this a group filing?See instructions. •= Yes EX No report taxable income? •DYesOX No H Is this organization in a group exemption? Yes �X No 0 Is the organization under audit by the IRS or has the If'Yes,"what is the parent's name? IRS audited in a prior year? ....................................._ •D Yes X� No P Is an IRS Form 1023/1024 pending? Yes EX No Did the organization have any changes to its guidelines •O Yes EX No Date filed with IRS ................................................ not reported to the FTB?See instructions. Part I Complete Part 1 unless not required to file this form.See General Instructions B and C. 1 Gross sales or receipts from other sources.From Side 2,Part 11,line 8 ._. • 11 111 , 376. 00 2 Gross dues and assessments from members and affiliates ___._ .................. • 21 00 3 Gross contributions,gifts,grants,and similar amounts received STMT 1• 3 619 943 . 00 Receipts Total gross receipts for ng requirement test Add line l through line 3, 4 This ire must be completed.It me result is less than$5o000,am General lnstruccon B ........... ............. • 4 731 319 00 and 5 Cost of goods sold • 5 7 T 1`` f' Revenues 9 _._._.. . . ......... .......... _......_. 00 --r{ 2o-h 6 Cast or other basis,and sales expenses of assets sold ,,..,......_... ..... • 8 00 7 Total costs.Add line 5 and line 6 ........ _. ...,,.,_._.,....,.. 7 00 8 Total gross income.Subtract line 7 from line 4 . _......... ........ _... .... • 8 731 319 . Do 9 Total expenses and disbursements.From Side 2,Part II,line 18 • 9 1 from 243 , 934. Op Expenses ... ........................ 10 Excess of receipts over expenses and disbursements.Subtract line 9 from line 8 ............................._.. • 10 —512 , 615 . 00 11 Filing fee$10 or$25.See General Instruction F — .. .___. ...... _... ,.. . ,., 11 10. 00 12 Total payments 12 p0 Filing .......... ............ ...... ....... Fee 13 Penalties and Interest See General Instruction J _ ..... 13 00 14 Use tax.See General Instruction K _..... ,_.,_,. ,_,____ .,,_ • 14 00 15 Balance due. Add line 11 line 13 and line 14.Then subtract line 12 from the result ............_........_.._.. 15 10. 0o n er pen Ies o Penury, so are a ave examen s re um,Inc u Ing accompanying ac a es en a amen an o a o my now ge an it is true,correct,and complete.Declaration of prepanv(other than taxpayer)is based on all information of which Praparer has any knowledge. Sign signature ITills can. •Telephone Here or officerofficer 0. NTERIM COO Debi, •PTIN Che k b P 'a self- n a la d 0 013 2 3 3 3 signature P Y Paid Finn's name •FEIN Preparer's (or yours' ROSSI LLP 5-4091474 Use Only ,se,- Ployed)►400 OCEANGATE, SUITE 1000 •Telephone and address LONG BEACH, CA 90802 562-495-3325 May the FTB discuss this return with the preparer shown above?See instructions ...............—.... • X yes No For Privacy Notice,get FTB 1131 ENG/SP. 022 3651144 1 Form 199 C12014 Side EQUALITY CALIFORNIA INSTITUTE 68-0438008 Part 11 Organintions with gross receipts of more than$50,000 and private foundations regardless of ■ 428951 11-26-14 amount of gross receipts-complete Part II or furnish substitute information. 1 Gross sales or receipts from all business activities.See instructions 1 100,443. o0 2 Interest _.... _._...__.. _............ __._.. ..... • 2 29. 00 3 Dividends .. ......_. _..._ .._............. .. . ..... ._.. _.._.. • 3 00 Receipts 4 Gross rents • 4 00 from 5 Gross royalties _............ ................ _...__ __ __...__._........ • 5 00 Other 6 Gross amount received from sale of assets(See Instructions) ._„_____. ... ...................„ • 6 00 Sources 7 Other income .....,..... SEE..STATEMENT 2. 7 10 904 . oo 8 Total gross sales or receipts from other sources.Add line 1 through line 7.Enter here and on Side 1,Part I,line 1 8 111 , 376 . 00 9 Contributions,gifts,grants,and similar amounts paid __. ............. • 9 DO 10 Disbursements to or for members ,....... • 10 00 11 Compensation of officers,directors,and trustees SEE._.STATEMENT 3 • 1f 80 639. 00 12 Other salaries and wages _ • 12 621 653. oo Expenses 13 Interest .................. • 13 00 and 14 Taxes ..__... ._. .... .. - ......_. _.... • 14 70 220. 00 Disburse- 15 Rents ....,..,. • 15 40 608 . o0 ments 16 Depreciation and depletion(See instructions) ...,_._ ,. • 16 735. 00 17 Other Expenses and Disbursements .,.., ,_ SEE. STATEMENT 4 • 17 430 079 . DO 18 Total expenses and disbursements.Add line 9 throw h line 17.Enter here and on Side 1 Part 1,line 9 ._...... 16 1, 243 , 934. DO Schedule L Balance Sheets Beginning of taxable year End of taxable year Assets a (b) c (d " ' + 241 , 320. its` t; �: _ • 87, 435. 2 Net accounts receivable 1 Cash 3 Net notes receivable ......_._ ..__....._ +°; '=t * + , i`.'— •4 Inventories 5 Federal and state government obligations .,->,.„...,is .r°-. '.t1.- ,_, —3a„aLfx�= • 6 Investments In other bondse`r 'mum, " _. .......... 5"r'. y:. • 7 Investments in stock ..-. .......... e4 .is^ 2 �w phi i �. • 6 Mortgage loans ...... ......... ......._._- s:: do , ;:>„ ..,. w,z. ;:, -r"t�-rr , ,1- • 9 Other investments 'T",` :> w,;y- ,-�` �,`a • 10 a Depreciable assets ,- __- 20 , 587 20 587 b Less accumulated depreciation ,..,,._. ,. ( 20 307. ) 280 . ( 20 587. ) 11 Land s 12 Other assets STMT 5 , 553 84 '" ,""_p„ • — . _ ,:v 35 , 125. 13 Total assets = x� ,.0 ' p ' 326 , 153 a �` 122 , 560 . ........ — — — Liabilities and net worth .. „ ._n '. •--- ,, ' , st : -ci a 14 Accounts payable ___...._ __.._... 1 :rk� it .'!, 24 492 52 , 363 . 4 • 15 Contributions,gifts,or grants payable -_-_ ,.�'._ .1rn a,"�-,= 1 r ..b..„,..;'� ,»x�..?'�,°' • 16 Bonds and notes payable ._„_ �,., ; y1„„ ;es's 1 .';, x,.=.y, ,�„ „` • 17 Mortgages payable _.......... ............ °� �- =` '� s`;s ,"''"E • 18 Other liabilities STMT.,.6ii e "" 452 363 a 733 514. 19 Capital stock or principal fund ,.,_ ' '` • 20 Paiain wcaplmi wrplus Attach rewnmlia,ion ..,„4t 'h;tz1'" 'z. x • 21 Retained earnings or income fund • —663 317. 22 Total liabilities and net worth ...... 26, 153 ,' « i 122 , 560 . Schedule M-1 Reconciliation of income per books with income per return Do not complete this schedule if the amount on Schedule L,line 13,column(d),is less than$50,000. 1 Net income per books .................___ • —512 , 615 . 7 Income recorded on books this year R �.i�nr 2 Federal income tax _..............._. • not included in this return. • 3 Excess of capital lasses over capital gains ....,.... • 8 Deductions in this return not charged 4 Income not recorded on books this year • against book income this year • 5 Expenses recorded on books this year not 0 9 Total.Add line 7 and line 8 deducted in this return • 10 Net income per return. 6 Total.Add line 1 throw h line 5 ...... —512,615. Subtract line 9 from line 6 .... —512 , 615. Side Form 199C1 2014 022 3652144 EQUALITY CALIFORNIA INSTITUTE 68-0438008 FORM 199 CASH CONTRIBUTIONS STATEMENT 1 INCLUDED ON PART I, LINE 3 DATE OF CONTRIBUTOR' S NAME CONTRIBUTOR'S ADDRESS GIFT AMOUNT CONTRIBUTIONS LESS THAN 202 W 1ST ST. , SUITE 3-0130 12/31/14 $5 , 000 LOS ANGELES, CA 90012-1804 53 , 295 . SUSAN STRICK 3475 MARINA DR. SANTA BARBARA, 12/05/14 CA 93110 6, 000 . ARMBRUSTER GOLDSMITH 11611 SAN VICENTE, SUITE 900 12/12/14 DELVAC LLP LOS ANGELES, CA 90049 5 , 000 . CALIFORNIA HEALTH 1971 EAST 4TH STREET, SUITE200 12/31/14 ADVOCATES SANTA ANA, CA 92705 36 ,666 . PG&E CORPORATION 77 BEALE ST SAN FRANCISCO, CA 08/18/14 FOUNDATION 94105-1814 13 , 500. PERKINS COIE LLP 4 EMBARCADERO CTR STE 2400 SAN 06/11/14 FRANCISCO, CA 94111-4131 5,000 . RICHARD POPPEN 1519 PEREZ DR PACIFICA, CA 06/03/14 94044-4014 7 , 500 . JOYCE ROWLAND PO BOX 5005 54 RANCHO SANTA 05/14/14 FE, CA 92067-5005 15 , 000 . APPLE 101 1ST ST #600 LOS ALTOS, CA 12/12/14 94022-2750 5 ,000 . SUZY JONES 914 DIVISADERO ST SAN 12/12/14 FRANCISCO, CA 94115-4407 5 , 000 . THE COMCAST FOUNDATION 3055 COMCAST PL LIVERMORE, CA 05/02/14 94551-7594 30 , 000. STATE OF CALIFORNIA 1600 19TH ST RM 440 12/31/14 SACRAMENTO, CA 95811 7 ,482 . THE DAVID BOHNETT 245 S BEVERLY DR BEVERLY O1/09/14 FOUNDATION HILLS, CA 90212-3807 35, 000. 3 STATEMENT(S) 1 IAAA111C 90LOA9 77CAVM 0nlA n1 nAn LP TT1T TTV ( ATT4llt]IdTT T.n MT 1a A— a EQUALITY CALIFORNIA INSTITUTE 68-0438008 CIVIL JUSTICE ASSOCIATION 1201 R ST STE 1850 SACRAMENTO, 12/31/14 OF CALIFORNIA CA 95814-3919 5 , 250 . APPLE 1653 FAIRORCHARD AVE. SAN 12/30/14 JOSE, CA 95125-4935 12 , 500 . KAISER PERMANENTE KAISER FOUNDATION HEALTH PLAN, 12/31/14 INC. OAKLAND, CA 94604 5 , 750 . THE CALIFORNIA ENDOWMENT 1000 N ALAMEDA ST LOS ANGELES, 12/31/14 CA 90012-1804 275 , 000 . WELLS FARGO BANK NORTHERN 90 S 7TH ST MINNEAPOLIS, MN 03/26/14 CALIFORNIA 55402-3903 16, 000 . ROBERTA CONROY 34 HALDEMAN RD SANTA MONICA, 09/25/14 CA 90402-1004 8 , 000 . SEMPRA ENERGY 101 ASH ST SAN DIEGO, CA 03/18/14 92101-3017 32 ,000 . EDISON INTERNATIONAL PO BOX 700 ROSEMEAD, CA 12/03/14 91770-0700 25 , 000 . DAIVD CRUZ 926 N. HARPER AVE. WEST 10/10/14 HOLLYWOOD, CA 90046 6 ,000 . THE JO MITCHELL 500 S GRAND AVE #FL9 LOS 12/31/14 FOUNDATION ANGELES, CA 90071 10 , 000 . TOTAL INCLUDED ON LINE 3 619 ,943 . FORM 199 OTHER INCOME STATEMENT 2 DESCRIPTION AMOUNT MENTAL HEALTH INITIATIVE 10 , 904. TOTAL TO FORM 199 , PART II , LINE 7 10 , 904 . 4 STATEMENT(S) 1, 2 AAAl l I r 7Q(.7dri 770;A.RR 7nl A nrnnn VnTTTT TM P AT T1 nnTTT 11 TwTnmr nn� •T... EQUALITY CALIFORNIA INSTITUTE 6*8-043'8008 FORM 199 COMPENSATION OF OFFICERS, DIRECTORS AND TRUSTEES STATEMENT 3 TITLE AND NAME AND ADDRESS AVERAGE HRS WORKED/WK COMPENSATION JOYCE ROWLAND PRESIDENT 0 . 202 W 1ST ST. , SUITE 3-0130 10 . 00 LOS ANGELES, CA 90012 SARAH TAKAHAMA VICE PRESIDENT 0 . 202 W 1ST ST. , SUITE 3-0130 5 . 00 LOS ANGELES, CA 90012 RYAN HARLOW-NAKANO TREASURER 0 . 202 W 1ST ST. , SUITE 3-0130 2. 00 LOS ANGELES, CA 90012 MOEZ KABA SECRETARY 0 . 202 W 1ST ST. , SUITE 3-0130 1. 00 LOS ANGELES, CA 90012 HON. RICHARD BLOOM BOARD MEMBER 0 . 202 W 1ST ST. , SUITE 3-0130 1. 00 LOS ANGELES, CA 90012 DAN BROWNSTONE BOARD MEMBER 0 . 202 W 1ST ST. , SUITE 3-0130 1.00 LOS ANGELES, CA 90012 HOW. BETSY BUTLER BOARD MEMBER 0 . 202 W 1ST ST. , SUITE 3-0130 1 . 00 LOS ANGELES, CA 90012 DAVID CRUZ BOARD MEMBER 0 . 202 W 1ST ST. , SUITE 3-0130 1. 00 LOS ANGELES, CA 90012 5 STATEMENT(S) 3 1 AAA111G 70G7A R. 779ZA T.R 0n1A nannn VnTTAT_TMV AT TVnT XTTA TTTQTT 9' CATnI EQUALITY CALIFORNIA INSTITUTE 68-0438008 STEVEN JACOBS BOARD MEMBER 0 . 202 W 1ST ST. , SUITE 3-0130 1. 00 LOS ANGELES, CA 90012 MANDY LEE BOARD MEMBER 0 . 202 W 1ST ST. , SUITE 3-0130 1. 00 LOS ANGELES, CA 90012 HON. RICARDO LARA BOARD MEMBER 0 . 202 W 1ST ST. , SUITE 3-0130 1 . 00 LOS ANGELES, CA 90012 HON. JOAN BUCHANAN BOARD MEMBER 0 . 202 W 1ST ST. , SUITE 3-0130 1.00 LOS ANGELES, CA 90012 PHILIPPE PHANEUF BOARD MEMBER 0 , 202 W 1ST ST. , SUITE 3-0130 1 . 00 LOS ANGELES, CA 90012 ERIR TERRERI BOARD MEMBER 0 , 202 W 1ST ST. , SUITE 3-0130 1. 00 LOS ANGELES, CA 90012 HON. BETTY YEE BOARD MEMBER 0 , 202 W 1ST ST. , SUITE 3-0130 1. 00 LOS ANGELES, CA 90012 JOHN O'CONNOR EXECUTIVE DIRECTOR 55 , 652. 202 W 1ST ST. , SUITE 3-0130 20 . 00 LOS ANGELES, CA 90012 RICK ZBUR EXECUTIVE DIRECTOR 24, 987. 202 W 1ST ST. , SUITE 3-0130 20 . 00 LOS ANGELES, CA 90012 TOTAL TO FORM 199 , PART II , LINE 11 80 , 639 . 6 STATEMENT(S) 3 L4441116 796745 7764EB 2014 . 05000 F.nTTAT.TTV (-AT.TFnRNTA TN.QTT 77FAwR 1 EQUALITY CALIFORNIA INSTITUTE 68-0438008 FORM 199 OTHER EXPENSES STATEMENT 4 DESCRIPTION AMOUNT UTILITIES & COMMUNICATI 8 , 246. BANK CHARGES 7 , 083 . TAXES & LICENSES 5 , 163 . MISCELLANEOUS 4 ,449 . DIRECT EXPENSES OF FUNDRAISING EVENTS 100 ,443 . OTHER EMPLOYEE BENEFITS 34, 709 . ACCOUNTING FEES 24, 693 . OTHER PROFESSIONAL FEES 140 , 274 . OFFICE EXPENSES 29 , 042 . TRAVEL 35, 255. CONFERENCES AND CONVENTIONS 6, 007 . INSURANCE 26 , 679 . ALL OTHER EXPENSES 8 , 036. TOTAL TO FORM 199 , PART II , LINE 17 430 , 079. FORM 199 OTHER ASSETS STATEMENT 5 DESCRIPTION BEG. OF YEAR END OF YEAR PLEDGES AND GRANTS RECEIVABLE 84 , 500 . 35 , 125. DEPOSITS 53 . 0. TOTAL TO FORM 199 , SCHEDULE L, LINE 12 84 , 553 . 35 , 125. FORM 199 OTHER LIABILITIES STATEMENT 6 DESCRIPTION BEG. OF YEAR END OF YEAR DUE TO EQUALITY CALIFORNIA 452 , 363 . 733 , 514. TOTAL TO FORM 199 , SCHEDULE L, LINE 18 452 , 363 . 733 , 514. FORM 199 FUND BALANCES STATEMENT 7 DESCRIPTION BEG. OF YEAR END OF YEAR UNRESTRICTED ASSETS -793 , 215 . -1, 004, 608. TEMPORARILY RESTRICTED ASSETS 642 , 513 . 341, 291. TOTAL TO FORM 199 , SCHEDULE L, LINE 21 -150 , 702 . -663, 317. 7 STATEMENT(S) 4 , 5 , 6 , 7 AAA999C ' OCL AC OOCAWM OAlA ACAAA VnTT%T TM n%T rnnnwTrr TLT Mm "frATe . TAXABLE YEAR ' CALIFORNIA FORM Corporation Depreciation and Amortization 3885 Attach to Form 100 or Form 100W. FORM 199 FEIN 68-0438008 Corporation name California corporation number EQUALITY CALIFORNIA INSTITUTE 2172279 Peril Election To Expense Certain Propertv Under IRC Section 179 1 Maximum deduction under IRC Section 179 for California ............ . __,.,_„ 1 5 000 .................. .......... _......... . ..... 2 Total cost of IRC Section 179 property placed in service 2 ............................. 3 Threshold cost of IRC Section 179 property before reduction in limitation _ _....., 3 $200.000 4 Reduction in limitation.Subtract line 3 from line 2.If zero or less,enter-0- _. . 4 5 Dollar limitation for taxable year.Subtract line 4 from line 1.If zero or less enter-0- ._............._........._.............. ...._........... 5 a Description of roe b Cost business use onl c Elected cost ' 6 ij l 7 7 Listed property(elected IRC Section 179 cost) ..__.......... ........ 7 I 8 Total elected cost of IRC Section 179 property.Add amounts in column(c),line 6 and line 7 9 Tentative deduction.Enter the smaller of line 5 or line 8 g 10 Carryover of disallowed deduction from prior taxable years ..... 10 11 Business income limitation.Enter the smaller of business income(not less than zero)or line 5 11 12 IRC Section 179 expense deduction.Add line 9 and line 10,but do not enter more than line 11 ....... 12 13 Carryover of disallowed deduction to 2015.Add line 9 and Tine 10 less line 12 .............. ..... ... _. . Part If De reciation and Election of Additional First Year ExDense Deduction Under R&TC Section 24356 (a) (b) (c) (d Description property Date acquired Cost or Depreciation allowed or (e) Life orDepregci)ation ndmmaai mm/dd/ Depreciation ( yyyy) other basis allowable in earlier years Method rate for this year first year deprecieiion 14 SEE STATEMEN% 8 20 , 587. 19 , 852 . 15 Add the amounts in column(g)and column(h).The total of column(h)may not exceed$2,000. See instructions for line 14 column h .. __.... 15 735 . Part III Summa 16 Total:If the corporation is electing: IRC Section 179 expense,add the amount on line 12 and line 15,column(9); or Additional first year depreciation under R&TC Section 24356,add the amounts on line 15,columns(g)and(h), or Depreciation(if no election is made),enter the amount from line 15,column(g) __ ............ 16 735. 17 Total depreciation claimed for federal purposes from federal Form 4562,line 22 17 735. 16 Depreciation adjustment. If line 17 is greater than line 16,enter the difference here and on Form 100 or Form 100W,Side 1,line 6. If line 17 is less than line 16,enter the difference here and on Form 100 or Form 100W,Side 1,line 12.(If California depreciation amounts are used to determine net income before state adjustments on Form 100 or Form 100W no ad ustment is necessary.) 18 0. Part IV Amortization (a) (b) (a) (d) R&e�C (1) (9) Description of property Date acquired Cost or Amortization allowed or Period or Amortization (mm/dd/yyyy) other basis allowable in earlier years section percentage for this year )see insirwllons) 19 20 Total.Add the amounts in column(g) _ 21 Total amortization claimed for federal purposes from federal Form 4562,line 44 ... . t22 22 Amortization adjustment If line 21 is greater than line 20,enter the difference here and on Form 100 or Form 1DOW, Side 1,line 6.If line 21 is less than line 20,enter the difference here and on Form 100 or Form 100W,Side 1,line 12 ................. 6 92811 12-02-14 199 7621144 I FTB 3885 2014 EQUALITY CALIFORNIA INSTITUTE 68-0438008 CA 3885 DEPRECIATION STATEMENT 8 ASSET NO. / DATE IN COST OR PRIOR DEPRE- DESCRIPTION SERVICE BASIS DEPR METHOD LIFE CIATION BONUS 1 DELL LAPTOP 09/30/03 1, 411. 1,411. SL 5. 00 0 . 2 EPSON S3 LCD PROJ. 03/15/06 812. 812 . SL 5. 00 0. 3 IBM LAPTOP 12/15/08 13 ,964. 13 ,964 . SL 5.00 0 . 4 IMAC COMPUTER 02/05/10 1, 200 . 465 . SL 5. 00 735. 5 BUILDING IMPROVEME 08/31/04 3, 200 . 3 , 200 . SL 7 . 00 0 . TOTAL DEPR TO FORM 3885 20 , 587 . 19 ,852 . 735 . 9 STATEMENT(S) 8 AAAlllr nnC"AC ""CAT] nnlA nCnnn i../l .T rmv 1' 11n11T rw11m1 � 111-- n ATTACHMENT 3 CALIFORNIA ATTORNEY GENERAL REGISTRY Insert behind the Attachment 3 Cover Sheet: Most recent completed California Attorney General Registry of Charitable Trusts R TAX RETURN FILING INSTRUCTIONS California Form RRF-1 FOR THE YEAR ENDING December 31, 2014 Prepared For: Equality California Institute 202 W 1st St., Suite 3-0130 Los Angeles, CA 90012 Prepared By: ROSSI LLP 400 Oceangate, Suite 1000 Long Beach, CA 90802 Mail Tax Return To: Registry of Charitable Trusts P.O. Box 903447 Sacramento, CA 94203-4470 Return Must Be Mailed On Or Before: November 16, 2016 Special Instructions: The report should be signed and dated by an authorized individual. Enclose a check for$75 made payable to Attorney General's Registry of Charitable Trusts. Include"Form RRF-1," the report year and the organization's state charity registration number and/or organization number on the remittance. MAIL TO: ANNUAL Registry of Charitable Trusts REGISTRATION RENEWAL FEE REPORT P.O.Box 903447 TO ATTORNEY GENERAL OF CALIFORNIA Sacramento,CA 94203.4470 Telephone:(916)445-2021 Sections 12586 and 12587,California Government Code 11 Cal.Code Regs.sections 301-307,311 and 312 WEB SITE ADDRESS: Failure to submit this report annually no later than four months and fifteen days after the httpY/ag.ca.gov/charities/ end of the organization's accounting period may result in the loss of tax exemption and the assessment of a minimum tax of$800, plus interest,and/or fines or filing penalties as defined in Government Cade section 12586.1. IRS extensions will be honored. State Charity Registration Number:CT 114 3 4 0 Check if: OX Change of address EQUALITY CALIFORNIA INSTITUTE Amended report Name of Organization 202 W 1ST ST. , SUITE 3-0130 Corporate or Organization No. 2172279 Address(Number and Street) LOS ANGELES, CA 90012 Federal Employer l.D. No. 68-0438008 City or Town,State and ZIP Code ANNUAL REGISTRATION RENEWAL FEE SCHEDULE(11 Cal.Code Regs.sections 301-307,311 and 312) Make Check Payable to Attorney General's Registry of Charitable Trusts Gross Annual Revenue Fee Gross Annual Revenue Fee Gross Annual Revenue Fee Less than$25,000 0 Between$100,001 and$250,000 $50 Between$1,000,001 and$10 million $150 Between$25,000 and$100,000 $25 Between$250,001 and$1 million $75 Between$10,000,001 and$50 million $225 Greater than$50 million $300 PART A-ACTIVITIES For your most recent full accounting period(beginning 01/01/2 014 ending 12/31/2 014 )list: Gross annual revenue $ 630 , 876. Total assets $ 122 , 560 . PART B-STATEMENTS REGARDING ORGANIZATION DURING THE PERIOD OF THIS REPORT Note: If you answer"yes"to any of the questions below,you must attach a separate sheet providing an explanation and details for each'yes"response.Please review RRF-1 instructions for information required. 1. During this reporting period,were there any contracts,loans,leases or other financial transactions between the organization Yes No and any officer,director or trustee thereof either directly or with an entity in which any such officer,director or trustee had any financial interest? X 2. During this reporting period,was there any theft,embezzlement,diversion or misuse of the organization's charitable property orfunds? X 3. During this reporting period,did non-program expenditures exceed 509/o of gross revenues? X 4. During this reporting period,were any organization funds used to pay any penalty,fine or judgment?If you filed a Form 4720 with the Internal Revenue Service,attach a copy. X 5. During this reporting period,were the services of a commercial fundraiser or fundraising counsel for charitable purposes used? If"yes,"provide an attachment listing the name,address,and telephone number of the service provider. X 6. During this reporting period,did the organization receive any governmental funding?If so,provide an attachment listing the name of the agency,mailing address,contact person,and telephone number. X 7. During this reporting period,did the organization hold a raffle for charitable purposes? If"yes," provide an attachment indicating the number of raffles and the date(s)they occurred. X 8. Does the organization conduct a vehicle donation program?If"yes,"provide an attachment indicating whether the program is operated by the charity or whether the organization contracts with a commercial fundraiser for charitable purposes. X 9. Did your organization have prepared an audited financial statement in accordance with generally accepted accounting principles for this reporting period? X Organization's area code and telephone number ( 3 2 3 ) 8 2 8-9 8 01 Organization's e-mail address I declare under penalty of perjury that I have examined this report,including accompanying documents,and to the beat of my knowledge and belief,it is true, correct and complete. LAURIE HASENCAMP INTERIM COO Signature of authorized ofnoer Printed Name Title Data 429291 05-01-14 RRF-1(3-05) ATTACHMENT 4 EVENT;OR PROGRAM BUDGET Insert behind the Attachment 4 Cover Sheet: Most Current Fiscal Year Program Budget 0 2016 EQUALITY CALIFORNIA INSTITUTE BUDGET c32016 Budget REVENUE Major Done, 90.000 Congaree bponaorenips - Foundat'wn Grants CaIR nrn.Eadowmanl-Renewal 250,OW Haex Jc-Immgrallm 200,W3 2Gnfa6t-Summer Fall— 30000 Ed'Ison Inlamaliowl 25,0W Bohneff-Leadarchip 1Ot"(W Elf.John-H IV Oemminlzatl0n 200,W0 Tund,ndar Police,Educa00n P,.d 400.000 Order Grand; 500.W0 Total Foundalmn 1705.000 Govemmanl Grants - ShealTeam - Phone Bank 5$100 Onl'ma/Oenaral D.efiory 13.I50 Girect Met l 14.000 Major Events 216.000 Speaal Events 8600 In-Kind Donations Southwest-TzvN - LaCrema-Ml E.N 40,W0 Peoria!-B2ndirg Shed, 75,W0 Le9a1-Schnee Project 150,W0 Legal-Vannes 52,500 TachMogy-Vanua 15,000 Communications-Various 70,000 Total In-Kind G riaaere W2,s00 Miscellaneous 26,,000 EXPENBES Sell and Payroh Tax 793.966 Employee Sen.% 41,247 Workers Compansali. 10,101 Pa"I Pmwesin9 2,886 Pr0faderaal)evelopmem 2,500 laden Stipends 18,00c Pmhssi.al Sand./Conedhoo a Lepe1 - Communicati0ns 18,000 GrepMC Design 26.500 Technology 21,500 Audit 20.M Outer 30"" Total Pretesslonzl Servloes/Consu11an15 38I,U00 I,Kmd Exparua Suepon SWtllwesl-Travel - La Creme-Mepr Evenle 40.000 Prophet-Brandln9 Strategy 75,000 Legal-Schools Protect 150,000 Legal-Various 52,W0 Teh.l09y-Various 15,000 Communications-Various 70.000 Total ir4ind Eapenee Support 402.500 Staff Rauuienent end Ralenli. 31.218 Real 58,718 Equipment Rental 4,US Dlfim SupplieslEtpenees 14,431 utililies 1,W3 Telephone 11075 TeMnoM 32,346 Dues and Sud5cateleas 11,124 Peal and Shipping 2008, teleran-(DBO.Lahil,) 17.605 Takaahicansea/Permits 10.SW Bank and Min not Fees 20.108 Trevel 52,5W Buainess Meets 1,250 Communications 300,W0 PriMingrMalerlals 47,1" Prides/Tarn HaIIsZonfirences 34,000 Sp.so alt, 6.00 Regarding 105,000 Major Event Expenses 95244 Special Event Expenses Board Expense 3,11W Miscellaneous 5,0W cietbnlAnwMzelbn 5.000 QlliI62 a PM ATTACHMENT 5 FINANCIAL STATEMENTS Insert behind the Attachment 5 Cover Sheet: Most recent audited Financial Statements in mm Equality Calftrnia I egca.arg EQUALITY CALIFORNIA INSTITUTE FINANCIAL, STATEMENTS AS OF AND FOR THE YEARS ENDED DECEMBER 31 , 2014 AND 2013 EQUALITY CALIFORNIA INSTITUTE FINANCIAL STATEMENTS M2: Equality California I egca.org CONTENTS For the years ended December 31, 2014 and 2013 Page Independent auditor's report 1 Financial statements: Statement of financial position as of December 31, 2014 and 2013 2 Statement of activities for the years ended December 31, 2014 and 2013 3-4 Statement of functional expenses for the years ended December 31, 2014 and 2013 5 Statement of cash flows for the years ended December 31, 2014 and 2013 6 Notes to financial statements 7— 11 I IRossi LLP rossilip.com Certilled Public Accountants Consultants INDEPENDENTAUDITOR's REPORT To the Board of Directors Equality California Institute We have audited the accompanying financial statements of Equality California Institute (a nonprofit organization), which comprise the statement of financial position as of December 31, 2014 and 2013. and the related statements of activities, functional expenses, and cash flows for the years then ended, and the related notes to the financial statements. Management's Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor's Responsibility Our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. Opinion In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of Equality California Institute as of December 31, 2014 and 2013, and the changes in its net assets and its cash flows for the years then ended in accordance with accounting principles generally accepted in the United States of America. 0iXP March 25, 2016 Long Beach, California 400 Oceangate i Suite 1000 Long Beach I California 90802 t 562.495.3325 1 f 562.495.3425 1 EQUALITY CALIFORNIA INSTITUTE STATEMENT OF FINANCIAL POSITION As of December 31, 4 2013 ASSETS Current assets: Cash and cash equivalents $' ; 87,435 $ 241.320 Pledges receivable 35,125 84,500 Total current assets 122,560 325,820 Long-term assets: Property and equipment, net 280 Deposits 53 Total long-term assets 333 Total assets $ 122,560i' $ 326.153 LIABILITIES AND NET ASSETS Current liabilities: Accounts payable $ 26,003'; $ 8,023 Due to Equality California 723,515' 452,363 Accrued expenses and other current liabilities 26,359; 16,469 Total current liabilities 775,&77'- 476,855 Net assets: Unrestricted (994,608) (496,069) Temporarily restricted 341,291 345,367 Total net assets (653,317) (150,702) Total liabilities and net assets $ 122560 $ 326,153 The accompanying notes are an integral part of these financial statements 2 EQUALITY CALIFORNIA INSTITUTE STATEMENT OF ACTIVITIES For the year ended December 31, 2014 Temporarily Unrestricted restricted Tfltak Public support and revenue: Public support: Foundation contributions $ 10,000 $ 366,267 $ 366,267 Individual and other contributions 150,190 - 150;190 In-kind donations 7,200 7200 Special events, net of$100,443 of direct costs 113,486 - 113486 Total public support 280,876 356,267 637,143' Revenue: Program service revenue 10,904 10904'I- Interest income 29 29 Total revenue 10,933 10,933 Net assets released from restriction: Satisfaction of purpose/time restrictions 360,343 (360,343) - Total public support and revenue 652,152 (4,076) 648,076 Expenses: Program services 1,002,716 - 1,002,716 Management and general 111,981 - 111.981- Fundraising 35,994 - 35,994 Total expenses 1,150,691 - 1,150,691 Change in net assets (498,539) (4,076) (502,615) Net assets, beginning of year (496,069) 345,367 (150,702) Net assets, end of year $ (994,608) $ 341,291 $ (653,317) The accompanying notes are an integral part of these financial statements 3 EQUALITY CALIFORNIA INSTITUTE STATEMENT OF ACTIVITIES For the year ended December 31, 2013 Temporarily Unrestricted restricted Total Public support and revenue: Public support: Foundation contributions $ 26,207 $ 618,000 $ 644,207 Indiudualand other contributions 150,465 2,363 152,828 In-kind donations 3,000 - 3,000 Special events, net of$77,318 of direct costs 128,107 - 128,107 Total public support 307,779 620,363 928,142 Revenue: Program service revenue 58,000 - 58,000 Interest income 69 69 Total revenue 58,069 58,069 Net assets released from restriction: Satisfaction of purpose/time restrictions 557,155 (557,155) - Total public support and revenue 923,003 63,208 986,211 Expenses: Program services 1,163,236 - 1,153,236 Management and general 202,160 202,160 Fundraising 29,104 29,104 Total expenses 1,384,500 - 1,384,500 Change in net assets (461,497) 63,208 (398,289) Net assets, beginning of year (34,572) 282,159 247,587 Net assets, end of year $ (496,069) $ 345,367 $ (150,702) The accompanying notes are an integral part of these financial statements 4 EQUALITY CALIFORNIA INSTITUTE STATEMENT OF FUNCTIONAL EXPENSES For the years ended December 31, 2014 2013 Program Management Total ; Program Management Total services and general Fundraising gxpel>ses services and general Fundraising expenses Salaries $ 635,238 $ 49,835 $ 17,218 $ 702291 $ 709,916 $ 94,304 $ 17,682 $ 821,902 Payroll taxes 63,604 4,908 1,708 70,220 65,661 8,747 1.640 76,048 Employee benefits 31,120 2,784 805 34,709 30,794 4,102 769 35,665 Accounting and audit - 24,693 - 24693 - 20,000 - 20,000 Bad debt expense on uncollectible pledge - - - 45,000 - 45,000 Bank charges and merchant fees 3,313 310 3,460 7083` 22,704 3,024 567 26,295 Conferences and meetings 6,007 - - 6,007 6.401 - - 6,401 Depreciation and amortization - 735 - 735 - 5,818 - 5,818 Dues and subscriptions 3,845 186 253 4,284 4,304 573 107 4,984 Insurance 18,380 7,838 461 26,679 19,168 2,554 479 22,201 Legal 7,200 - - 7,200 3,000 - - 3,000 Miscellaneous 4,209 229 11 4,449 17,092 1,724 323 19,139 Office expenses and supplies 25,459 3,098 485 29,042 24,031 3,201 600 27,832 Professional and outside services 126,900 9,470 3,904 140,274, 153,954 295 4,534 158,783 Recruitment and training 614 52 4 670 2,167 289 54 2,510 Rent-building and equipment 36,080 3,645 883 40,608 24,853 3.311 621 28,785 Repairs and maintenance 2,742 230 111 3083 2,520 336 63 2,919 Taxes and licenses 1,539 22 3.602 5,163 4,663 621 116 5,400 Travel and entertainment 28,988 3,417 2,850 35,255' 47,815 6,370 1,194 55,379 Utilities and communications 7,478 529 239 8,246' 14,193 1,891 355 16,439 Total expenses $1,002,716 $ 111,981 $ 35,994 $1,150,691 $1,153.236 $ 202,160 $ 29,104 $1,384,500 The accompanying notes are an integral part of these financial statements 5 EQUALITY CALIFORNIA INSTITUTE STATEMENT OF CASH FLOWS For the years ended December 31, 2)� i 2013 Cash flows from operating activities: „ Changes in net assets $ ,6f5)' $ (398,289) Adjustments to reconcile change in net assets to net cash provided by (used operating activities: Depreciation 260'' 3,033 Pledges receimble written off - 45,000 (Increase) decrease in assets: Grants receivable 50,0D0 Pledges receivable 49,376 (74,500) Due from Equality California 48,033 Deposits 53 719 Increase(decrease) in liabilities: Accounts payable 17,980 (48,664) Due to Equality California 271,152 452,363 Accrued expenses and other current liabilities 9,890 7,104 Net cash (used in) provided by operating activities (153,885) 84,799 Net (decrease)increase in cash and cash equivalents (153,685) 84,799 Cash and cash equivalents, beginning of year 24f,320 156,521 Cash and cash equivalents, end of year $ 87,435 $ 241,320 Supplemental cash flow information: Recognition of in-kind contributions and related assets and expenses $ 7,200 $ 3,000 The accompanying notes are an integral part of these financial statements 6 EQUALITY CALIFORNIA INSTITUTE NOTES TO FINANCIAL STATEMENTS For the years ended December 31, 2014 and 2013 NOTE 1 experience working with legislators on state policy. Also in 2014, the Institute launched its NATURE OF INSTITUTE AND ACTIVITIES "Fair Share for Equality" convening of leaders from the LGBT community and community The mission of Equality California Institute (the organizations, educators, social service "Institute") is to achieve and maintain full and agencies, and policymakers. Equality California lasting equality, acceptance, and social justice Institute created the Fair Share for Equality for all people in our diverse lesbian, gay, initiative to help educate our community and bisexual and transgender (LGBT) communities, policymakers on how best to advance the inside and outside of California. Our mission health and wellbeing of California's LGBT includes reducing disparities in health and community. wellbeing that LGBT people suffer compared to non-LGBT people, through direct healthcare The Institute is a qualified organization exempt service advocacy and public education. from federal and California income taxes under Through advocacy, education and mobilization the provisions of Section 501(c)(3) of the programs, we strive to create a broad and Internal Revenue Code and Section 23701(d) of diverse alliance of LGBT people, educators, the California Revenue and Taxation Code. In government officials, communities of color and addition, the Institute has made an election faith, labor, business, and social justice under Internal Revenue Code, Section 501(h), communities to achieve our goals. which permits limited expenditures to influence legislation. The Institute was founded in 1999. The Institute conducts public education programs for The Institute is affiliated with Equality California members of the LGBT community and the (a California nonprofit organization), and shares general public, as well as for healthcare a common mission and executive director. workers, educators and public policymakers. In However, the two entities have separate 2014, the Institute launched a number of governing boards. programs to address LGBT health and wellbeing disparities. Health Happens with NOTE 2 Equality is focused on educating the LGBT community about healthcare options through SUMMARY OF SIGNIFICANT ACCOUNTING the Affordable Care Act and Medi-Cal, as well POLICIES as offering enrollment assistance to thousands of eligible Californians. The program reaches Basis of accounting: stakeholders through town halls, social media platforms, direct outreach at Pride festivals, The accompanying financial statements have through our field and phone canvass teams, been prepared on the accrual basis of and through outreach to our 800,000 members. accounting in accordance with accounting In addition, Health Happens with Equality principles generally accepted in the United conducts extensive education programs to States of America. inform healthcare professionals in California's Central Valley about the specific needs of the The Institute follows the provisions of the LGBT community, and especially those of the Financial Accounting Standards Board ("FASB") Valley's substantial population of LGBT in its Accounting Standards Codification undocumented immigrants. The Institute offers ("ASC") 958, Not-for-Profit Entities. Under these a four-week fellowship program in Sacramento provisions, net assets, public support and for to give college students first-hand revenue and expenses are classified based on 7 EQUALITY CALIFORNIA INSTITUTE NOTES TO FINANCIAL STATEMENTS For the years ended December 31, 2014 and 2013 the existence or absence of donor-imposed Use of estimates: restrictions. The preparation of financial statements in The Institute reports information regarding its conformity with accounting principles generally financial position and activities according to accepted in the United States of America three classes of net assets: unrestricted net requires management to make estimates and assets, temporarily restricted net assets, and assumptions that affect the reported amounts of permanently restricted net assets. The assets and liabilities, disclosure of contingent classification of assets is based on the assets and liabilities at the date of the financial existence or absence of donor imposed statements and reported amounts of support restrictions, and the statement of activities and revenue and expenses during the reporting reflects the changes in the classification of net period. Actual results could differ from those assets. estimates. Unrestricted: Those net assets and activities Revenue and support recognition: which represent the portion of expendable funds available to support operations. A portion Contributions received are recorded as of these net assets may be designated by the unrestricted, temporarily restricted, or Board of Directors for specific purposes. permanently restricted support, depending on the existence and or nature of any donor Temporarily restricted: Those net assets and restrictions. activities which are donor-restricted for: (a) support of specific operating activities; (b) All donor-restricted support is reported as an investment for a specified term; (c) use in a increase in temporarily or permanently specified future period; or (d) acquisition of restricted net assets, depending on the nature long-lived assets. of the restriction. When a restriction expires (that is, when a stipulated time restriction ends Permanently restricted: Those net assets and or purpose restriction is accomplished), activities which are permanently donor- temporarily restricted net assets are reclassified restricted for holdings of: (a) assets donated to unrestricted net assets and reported in the with stipulations that they be preserved and not statements of activities as net assets released be sold; or (b) assets donated with stipulations from restrictions. The Institute recognizes that they be invested to provide a permanent program service and public contract revenue in source of income. The Institute has no the period when the services have been permanently restricted net assets. provided. In preparing these financial statements, the Cash and cash equivalents: Organization evaluated the period from January 1, 2014 through March 25, 2016, the date the Cash and cash equivalents consist primarily of financial statements were available for cash and money market funds. Management issuance, for subsequent events requiring considers all unrestricted highly liquid recognition and or disclosure in the investments with an initial maturity of three accompanying financial statements. months or less to be cash and cash equivalents. 8 EQUALITY CALIFORNIA INSTITUTE NOTES TO FINANCIAL STATEMENTS For the years ended December 31, 2014 and 2013 Fair value of financial instruments: Functional allocation of expenses: The carrying amount of cash and cash The costs of providing the various program equivalents, grants and pledges receivable, services and other activities of the Institute are accounts payable, accrued expenses and other shown on the statement of functional expenses. current liabilities and amounts due to/from Expenses that can be identified with a specific related parties are stated at fair value which activity are allocated directly according to their approximates historical cost. functional benefit. Personnel related expense allocations are based on the staff time spent on Property and equipment: each function. Expenses that cannot be directly identified with a specific function are allocated Property and equipment acquired is recorded at among the program services and the other cost. Donated property and equipment is activities benefited. Certain costs such as recorded at estimated fair value at the date of occupancy, office and other expenses are donation. Property and equipment, which is allocated among the program services and donated or acquired with resources restricted other activities benefited based on full time for such acquisition, is considered to be equivalents. unrestricted when placed into service. Depreciation and amortization is recorded using Concentration of credit risk: the straight-line method over the assets' estimated useful lives ranging from five to Cash and cash equivalents are financial seven years. instruments which potentially subject the Institute to a concentration of credit risk. The Contributed goods and services: Institute maintains its cash and cash equivalents at one financial institution. The Contributions of goods are recognized at fair balances in these accounts may at times value when received. There were no exceed federally insured limits. The Institute contributed goods during the years ended has not experienced any losses in these December 31, 2014 and 2013. accounts and believes it is not exposed to any significant credit risk with respect to these Contributions of services are recognized at fair accounts. value when received if such services (a) create or enhance nonfinancial assets or (b) require In 2014 and 2013, the Institute derived 38% specialized skills, are provided by individuals and 61% of its public support from one and two possessing those skills, and would typically donors, respectively. need to be purchased if not donated. During the years ended December 31, 2014 and 2013, the At December 31, 2014 and 2013, 81% and 85% value of contributed services included as in-kind of promises to give were due from one and donations in the accompanying financial three donors, respectively. statements was $7,200 and $3,000, respectively, and consisted primarily of legal services. 9 EQUALITY CALIFORNIA INSTITUTE NOTES TO FINANCIAL STATEMENTS For the years ended December 31, 2014 and 2013 Income taxes: NOTE 4 The Institute follows the provisions Of FASB PROPERTY AND EQUIPMENT ASC 740-10, Income Taxes and related subsections. Accordingly, the Institute accounts Property and equipment consist of the for uncertain tax positions by recording a following: liability for unrecognized tax benefits resulting from uncertain tax positions taken, or expected As of December 31, „ '.;2044__. 2013 .... ...................... to be taken, in its tax returns. The Institute Equipment $ ';2,222 2,222 recognizes the effect of income tax positions Computer and software 15,185 15,165 only if those positions are more likely than not Leasehold improvements 3,200 3,200 of being sustained by the appropriate taxing 20,587 20,587 authorities. The Institute does not believe that Less: accumulated its financial statements include any uncertain depreciation (20,587) (20,307) tax positions and accordingly, has not $ _ „ $ 280 recognized any liability for unrecognized tax benefits in the accompanying financial Depreciation and amortization expense for the statements. years ended December 31, 2014 and 2013 was $735 and $5,818, respectively. In 2014 and NOTE 3 2013, $455 and $2,785 of depreciation expense was reimbursed to Equality California, PLEDGE RECEIVABLE respectively. Pledges receivable at December 31, 2014 and NOTE 5 2013 consist of unconditional promises to give by Certain donors as follows: RELATED PARTY TRANSACTIONS As of December 31, 2014, 2013 The Institute shares personnel, office space Due within one year $ ' 35,125 $ 84,500 and various overhead costs with Equality $ 35,125 ' $ 84,500 California. Equality California generally allocates costs to the Institute based on the There was no bad debt expense during the year time spent by personnel and by other ended December 31, 2014. reasonable methods of allocations. The impact on either organization's viability should the The Organization wrote off pledges receivable costs not be shared has not been determined. in the amount of$45,000 during the year ended December 31, 2013. 10 EQUALITY CALIFORNIA INSTITUTE NOTES TO FINANCIAL STATEMENTS For the years ended December 31, 2014 and 2013 The Institute was invoiced by Equality California for the following shared expenses for the years ended December 31, 2014 and 2013: For the years ended December 31, 20f4 2013 Salaries payroll taxes and benefits $ 788,331, $ 927,076 Professionalseruces 138,548 86,267 Offce and related expenses 70,603 95,939 Occupancy 40,608 i 28,748 Travel 29,802`, 35,954 Recruitment 670, 306 Depreciation and amortization 455 2.785 $ 1,069,017 $1,177,075 As of December 31, 2014 and 2013, the Institute had a balance payable to Equality California of $723,514 and $452,363 for allocated expenses, respectively. NOTE 6 TEMPORARILY RESTRICTED NET ASSETS Temporarily restricted net assets as of December 31, 2014 and 2013, consist of the following: As of December 31, 2014 2013 California Endowment $ 216,749'< $ 223,755 Comcast Fellowship Program 46,0001 60,000 Kors Pub Ad%ocate 35,500 35,500 Various Other Projects 43,042 26,112 $ 341,291 $ 345,367 11 w ATTACHMENT 6 Additional Materials List and insert behind the Attachment 6 Cover Sheet any additional materials you would like to submit with your application to be considered by the City Council. List of Additional Materials: Given the expansion of our mission in 2014 and the significant improvement in our financial health in 2015, the financial documents attached do not accurately represent the health and support of the organization today. But the 2015 documents are not yet ready. For a most up-to-date snapshot of our work achieved in 2015 and how we do it, please see the attached 2015 Annual Report, which summarizes how we are leading the next phase of the LGBT civil rights movement. Thank you for your consideration and continued support. rr h 4� yt L. : n cvi t n r '4' I s " 5 i. 201E AN NUAL REPORT TABLE of CONTENTS A message from Executive Director Rick Zbur 3 Our bold new mission Why we do it 5 m How we do it 6 µ What we do 7 Our signature programs Impact through education and mobilization g Impact through advocacy and the vote 13 Finances at a glance 20 Board and staff 21 12 0M 2015 ANNJAL REPOPT MESSAGE FRS"RICK ZBUR Dear Friends, As I read my 11-yearold daughter's essay, my throat began to tighten and tears threatened to well up in my eyes. It had little to do with the fad of the theme she had been assigned —to write about one of her heroes. The fad that she picked me was not that surprising.After all,moms and dads are commonly cast In a heroic light in school writing assignments by their kids. Instead. It was the fact that she had been told by other children that her family was bad because her parents are gay and lesbian. Other children, she wrote, had told her that they could no longer play with her,because of the nature of our family. My daughter,still a pre-teen,had experienced anti-LGBT bias- And yet, she wrote, I was her hero because I worked for Equality California and was working to help LGBT people and our families. Si 2015 WAS ONE OF THE BEST Her story highlights the daunting challenges still YEARS IN THE HISTORY OF BOTH THE facing our community. Children of LGBT parents face LGBT MOVEMENT AND EQUALITY discrimination. Bullying and lack of acceptance in CALIFORNIA, BUT WHILE THE IMPACT schools, at home and In the community, lead to high rates of dropout and depression in LGBT teens and OF OUR WORK IS GROWING, SO ARE suicide attempt rates four times higher than for their THE CHALLENGES WE FACE.VT non-LGBT peers. LGBT people still face discrimination and misunderstanding In healthcare settings, and are less likely than the general public to have health insurance,with many of California's estimated 250,000 LGBT undocumented immigrants unable to access health coverage at all. Gay and bisexual men are still barred by federal law from donating blood unless they are,for all intents and purposes,celibate,even when there is no risk of HIV transmission. Racism pervades the lives of LGBT people of color.Outside California,across the United States and around the world,LGBT people face hostility from government and society alike. At the end of 2014, Equality California unveiled a bold new mission to fight 13 2015 AN NUA'-REPORT discrimination and lack of acceptance in schools,in churches,in hospitals and wherever else LGBT people are targeted. The year that just concluded was the first guided by 2015 was one of the best years in the history of both the LGBT civil rights movement that mission. For us, that means using our electoral programs to elect pro-equality and Equality California, but while the impact of our work Is growing, so are the candidates at every level of government,our legislative advocacy work to strengthen challenges we face. Thank you for your continued support as we work together and expand California's already considerable body of laws protecting LGBT people, to dismantle discrimination and lack of acceptance,and as we embark on the next and our education and mobilization programs to achieve greater acceptance of LGBT phase of the LGBT civil rights movement. people and our families,and to address the disparities in health and wellbeing that our community faces. Through all our programs,we strive to build a broad alliance of Warmly, LGBT people, educators,government officials,communities of color and faith, labor t and business leaders and allies. Equality California is launching exciting new programs as we embark on the next phaseof the LGBT civil rights movement. We are meeting with healthcare workers in the VVV Central Valley and across the state to educate them about the specific health needs of Rick Zbur LGBT people,and of LGBT undocumented immigrants in particular.Our signature"Fair Executive Director Share for Equality" brings together leaders and experts from the LGBT movement, Equality California healthcare and social services agencies,as well as educators and public policymakers to develop strategies and priorities to address the numerous obstacles we still face as a community. Together with the Transgender Law Center,we have inaugurated an ambitious effort to educate Californians about their tansgender neighbors. And we are undertaking a first-of-its-kind effort to evaluate and rate California schools on how well they protect and support their LGBT students and families. "Equality California's on-the-ground experience in Sacramento and across the state make it our community's most effective organization for advancing LGBT rights in California:' ANDREAS MEYER,EoonurY CAUPORNK a WMEsiDEW - egca.org �4 CM 2015 ANNUA. REPCHT OUR BOLD NEW MISSION: Why we do it In September, 2014 we inaugurated a new mission adapted to the post-marriage equality LGBT civil rights landscape. 2015 was the first full year during which EQUALITY CALIFORNIA'S work was guided by that new mission — it's bolder, broader and more complicated than our previous work, but the lives of LGBT Californians, transgender people and LGBT people of color are at stake. Our work under that new mission falls into three broad areas: 3 i i Achieving full LGBT equality and Reducing LGBT disparities in health and Creating a fair and just society for LGBT acceptance,inside and outside of I wellbeing: people and the communities of which we California: are a part: Reducing the epidemic of violence Advancing LGBT acceptance in schools, I against transgender people Engaging progressive groups to fight faith communities and rural areas Helping the 40%of homeless teens for LGBT rights i Creating model legislation and programs that are LGBT Focusing on LGBT people who face in California that can be reproduced Improving LGBT healthcare access multiple kinds of discrimination across the country • Addressing high rates of depression, Fighting for civil rights and social justice Advocating for federal LGBT civil rights substance abuse and suicide for all communities of which LGBT protections people are a part egca.org 15 m2016 ANNUAL REPORT OUR BOLD NEW MISSION: How we do it ___."------ ----__ # Public Education: We educate the public about LGBT Government Advocacy: people,our lives,families,and our � We work with government officials , needs. to make sure LGBT people are "-- -- - - - We educate publicpolicymakers, represented when budgets are drawn healthcare workers,educators,and and when policies are set in education, others about the specific needs of social services,and other areas. ourcommunity. Legislation: s®= Leadership Development: We help prepare future leaders for We work with our partners in the elected or appointed positions in California Legislature and in the - government and business and mentor U.S.Capitol to draft and pass bills LGBT students for careers in public that improve the lives of the LGBT : service. community. • We help allied organizations in other "-- states. � A We forge partnerships with: • LGBT and civil rights organizations • Business Elections: . Labor � Community Mobilization: Healthcare professionals candidates help elect openly LGBT candidates and equality allies to We mobilize our 800,000 members Faith leaders to advance LGBT equality every level of government. q ftY and social Public policymakers justice. egca.org �6 am 2015ANNUAL REPOPT OUR BOLD NEW MISSION: What we do Equality California Institute understands that improving the lives of LGBT people means working through the institutions that should support them — institutions that, all too frequently, have shut US out in the past. That is why we educate, partner with and work through: Public Education Healthcare Providers; Government 'iLlY Faith • Together with the Through Health Happens Our Leadership Academy We go into churches, Transgender Law Center, with Equality,we are working trains promising LGBT synagogues, mosques we're leading a coalition to with clinics across the state leaders for elected and and temples to educate educate Californians about to train healthcare providers appointed positions in communities of faith about the lives of our transgender about the specific healthcare government,as well as the challenges facing LGBT neighbors. g � needs of LGBT and leadership positions in people,and work with faith • We're working with partners undocumented Californians. business. leader allies to change to build public support to The Equality California/ hearts and minds. modernize laws criminalizing ....--......... Comcast Fellowship people with HIV. mentors LGBT students for a E • We educate our community Schools life in public service. f®� Business about the benefits of PrEP. Our Safe and Su The Fair Share for Equality Supportive ro ram helps assure that Business leaders increasingly • Through Equality4All,we're Schools Index will provide p g p understand that discrimination buildingsupport in the government resources pP a clear assessment of is bad business,so we work LGBT community for federal ( which California schools are advance the needs of LGBT with our business partners to programs to give legal fulfilling their duty to keep people. make sure LGBT people are status to thousands of LGBT LGBT students safe and We sponsor legislation and protected in the workplace undocumented immigrants. provide supportive learning engage in advocacy as and present in the boardroom, environments. budgets and policies are drawn up,to advance LGBT civil rights and socialjustice. ecica.org I� cm 2015 ANNUAL.REPORT OUR SIGNATURE PROGRAMS: Impact through Education & Mobilization Health Happens with Equality In 2015, Equality California Institute launched a groundbreaking project, jrdy supported by The California Endowment, to improve healthcare access for undocumented LGBT immigrants in the Central Valley. Targeting healthcare providers that serve large numbers of undocumented Californians, Equality California Institute conducted LGBT cultural competency trainings of staff from more than 50 healthcare clinics and over 650 staff members in Bakersfield, Fresno, and Madera County. Equality California Institute partnered with local organizations including Gay Central Valley, the Dolores Huerta Foundation, and The Gay & Lesbian Center of Bakersfield to hold town halls across the region. As part of the statewide Health4All coalition,Equality California Institute conducts outreach and education through their statewide communications r platforms as well as at pride festivals and parades across the state. This project will expand in 2016 to include the Inland Empire,Coachella Valley,and parts of Los Angeles County,as well as outreach and enrollment assistance for Equality California staffers Justin Floret and Martha Acevedo the new Medl-Cal program. informed attendees atvanous Central Valley health fairs about healthcare options and took enrollments for Covered California. { "Equality California continues to be a trailblazer in the fight for LGBT equality. Few organizations have the staying power of EOCA and even fewer can tout its impressive list of accomplish- ments year after year. As 1 continue to push for #Heaith4Al1 in California, I know that I have a strong partner in EOCA to ensure that everyone, regardless of whom you love, how you identify or where you were born, can get the access to care they need" SEN.RICARDO LARA.w-usi*aa w egca.org 8 OUR SMNAnjRE PROfdtAMS: Impact through Education &Mobilization Safe and Supportive Schools t' Equality California Institute has launched programs to build safe and supportive environments in California public schools.We are working closelywith teachers' organizations,the state superintendent of public instruction,and the law firm of Latham&Watkins LLP to develop a Safe and Su pportiveSchoolEqualitylndex, N, ''- a metric to measure school districts' efforts to prevent bullying and promote LGBT acceptance and programs that support p p g LGBT students. We also intend • to provide LGBT cultural competency and anti-bullying training and support for teachers and staff. Equality California is advocating at the legislative level to provide teachers and school counselors with LGBT in-service training and to require suicide prevention programs in California schools. Ending HIV Stigma and Transmission Because of HIV's disparate impacts on the LGBT community,Equality California Institute is committed to improving the lives of people with HIV and on ending HIV transmission. A generous lead grant from the Elton John AIDS Foundation allowed Equality California Institute to significantly expand its HIV work in 2015 in two areas. We are working in coalition to modernize California's harmful and out of date statutes criminalizing HIV. For the most part, laws that unfairly punish and stigmatize people living with HIV were enacted in the late 1980s and were a product of the fear and Ignorance of that time. Equality California is working to educate legislators and mobilize the LGBT community with the goal of updating California's laws to reflect modern understanding and treatment of HIV, and to make them consistent with statutes related to other communicable diseases. People living with HIV should not be treated differently than people with other diseases nor should they be discriminated against in the criminaljustice system. Our HIV decriminalization work is also supported by a grant from the Elizabeth Taylor AIDS Foundation. Equality California is dedicated to ending the AIDS epidemic,using the tools that now put that goal within our grasp. Equality California Institute has launched a statewide campaign, #Takelt: I'm PrEP'd, to educate the LGBT community on the availability and benefits of pre-exposure prophylaxis (PrEP). Studies show that PrEP, when used together with other safe-sex practices, can be up to 99 eqo corg OURSWNANRE PROGRAMS: Impact through Education& Mobilization percent effective in preventing new HIV infections. Our campaign targets gay X ' and bisexual men and transgender women, especially from communities of color. These groups have some of the highest rates of new HIV transmission. E t4- b Transform California In 2015, transgender people found themselves under increasing fire from legislative and ballot initiatives that attacked their most basic dignity,freedoms , andprivacy. To educate California voters about our transgender neighbors and in advance of future efforts to target them at the ballot box,Equality California , and the Transgender Law Center are leading a statewide public education campaign to Increase understanding and acceptance of transgender and gender nonconforming people and the issues they face. The campaign includes other LGBT and civil rights organizations as well as groups serving communities of color and faith communities.The effort is independent of work on any political or legislative campaign. The campaign is conducting research k and outreach and is working with community and faith leaders in a field v campaign to conduct door-to-door,one-on-one conversations. The campaign — - is also identifying and training spokespeople — including transgender youth and adults, their friends, families, employers and educators — to tell their stories in print and through social media. "Equality California has been an effective partner as we've _' . embarked on our Transgender Education Coalition. Their ex- perience, reach and knowledge have proved invaluable as we move forward with our effort to introduce Californians to their transgender neighbors and the issues they face every day." KRIS MAYASHI,ExECUmrE GIpECR)R,TRANSGENDERIAWCENTER Transgender teen 2oey Luna and mother Ofella Barba at tie 2015 Las Angeles Equality Awards egca.org -, CM201S ANNUAL REPORT OUR 9fG1UTURE RROC S: Impact through Education & Mobilization ` California Faith for Equality California is blessed with a diverse and robust community of millions of people —" -- --of faith — including LGBT people and allies. Equality California is proud that California Faith for Equality is now a program of Equality California Institute. "Equality California and California Faith for Equality are a good After working with faith communities to promote LGBT equality and safeguard match! Together they help mobilize progressive clergy and lay religious freedom for nearly a decade, California Faith for Equality's network leaders of all faiths for LGEITQ equality.I am proud to be a part of hundreds of faith leaders is now working with Equality California to advance of both to bring greater liberty and freedom to our community." acceptance and equality for the LGBT community. California Faith for Equality has an advisory board of clergy, a full-time faith organizer, and a relationship with Claremont School of Theology,through which Equality California Institute RABaI DENISE EGER.c REaanoH EoLAnt provides internships for future clergy and faith leaders _...._.___._. _.� Equality4All Some 250,000 undocumented immigrants are an integral part of California's 1 LGBT community. They pay millions of dollars every year in fees and taxes,yet are largely unable to access public programs that they already help pay for, leaving them some of the most vulnerable members of the LGBT community. As < -- part of a grant from the Evelyn&Walter Haas,Jr.Fund and the Four Freedoms Fund, Equality California Institute leads a collaborative of LGBT centers and healthcare organizations from across the state to conduct outreach,education, and enrollment assistance for immigrants to earn legal status and citizenship. • r The purpose of this project is to mobilize the organizational power of the r LGBT community to stand with immigration advocates to connect immigrants with current federal programs for legalization. Partner organizations include the Los Angeles LGBT Center, The LGBT Center of Orange County, The San Francisco LGBT Community Center,The San Diego LGBT Community Center, Gender Health Center in Sacramento, and the LGBT Health and Human We were out in force at Pride celebrators in Bakersfield,Fresno,Long Beach,Orange County,Sacramento, Services Network. San Diego,San Francisco and West Hollywood. Equality Califti boardmember and civil rights leader Dolores Huerta led our parade contingents in San Francisco(Pictured)and West H01ryevood. egca.org tt OUR SI0t1ATui PROGRAMS: Impact through Education & Mobilization Equality California Leadership Academy A recent study by The Williams Institute commissioned by the David Bohnett Foundation found a critical underrepresentation of openly LGBT appointees ` on state boards and commissions in California. In 2015, Equality California Institute launched the Equality California Leadership Academy. In the year t ahead, the Leadership Academy will train its first cohort of 25 talented LGBT leaders as part of its Leadership Academy. This project, partially funded by Southern California Edison,identifies and trains LGBT leaderswho are seeking appointment to a state or municipal board or commission and corporate "z - boards of directors.Current LGBT elected and a r -ppointed officials will help lead a day-long [raining institute and will serve as mentors for program participants - throughout the year. State leaders such as Governor Jerry Brown and State Senator Ricardo Lara are supporting the program. Equality California/Comcast Fellowship Equality California Institute partners with the Comcast Foundation to offer - a four-week fellowship program in Sacramento for college students with a passion for LGBT advocacy and who are interested in experiencing the policy- making process firsthand. Each year, six diverse students are selected from across California for fellowships in the Capitol offices of legislators. Last year, fellows worked with Senate President Pro Tempore Kevin De Leon, Senator Ben Allen, Assemblymember Richard Bloom, Assemblymember David Chiu, - Assemblymember Evan Low, and State Board of Equalization Member Fiona 'k-=:; Ma. Fellows gain first-hand experience working with legislators, policymakers and their staff on state legislative and budget processes, and develop key leadership skills. In addition to working in the Capitol, fellows also meet with prominent community members and LGBT leaders from diverse backgrounds to learn about how advocacy and public service can be transformed into meaningful policy changes for the broader community. j Equality CaliforniarComcast Fellows Tanner Kelly, Sara Ochoa and Stephen Dolar. egca.org +e 201S ANNJAL REPORT Y OUR SIGNATURE PROGRAMS: K3 Impact through Advocacy & the Vote Budget Advocacy As part of our 2015-2016 legislative program, we are calling on state officials to increase government resources that will be made available to LGBT centers and service providers to improve the lives of LGBT homeless youth. Studies have shown that up to 40 percent of homeless youth nationwide are LGBT, and that special programs and facilities targeted at LGBT homeless youth are needed to reduce this disproportionate impact. We believe the state has a key role in funding these important programs, In 2016, we are asking the legislature to make a significant investment in programs that address LGBT youth homelessness. We conducted LGBT cultural competency trainings for staff from Every Drop Counts more than 50 Central Valley health clinics Equality California is partnering with law and lobbying firm Brownstein Hyatt Farber Schreck(BHFS)to bring an end tothe U.S.Food and Drug Administration's -------..--._— discriminatory ban on blood donations by gay and bisexual men and by some transgender people. Equality California is building relationships with federal "In a post-marriage equality world, EOCA lawmakers, advocates and FDA officials to remove the arbitrary policies that not only remains a tireless advocate for ad- have stigmatized LGBT blood donors for more than three decades. vancing LGBT rights,but also a vital partner The FDA established its donor deferral policy in 1983, during a time of great in assessing and addressing the needs of all Ignorance and public anxiety about HIV and how it is transmitted, banning members of our community." blood donations by men who had had sex with other men even once since 1977. In 2015,the agency amended the policy to allow donations by gay and ASM.SUSAN EGGMAN,(o-ErocKT ), bisexual men who have abstained from sex for at leastone year,butthe change UGISLnTivE LOU C0.p mC ft leaves excessively broad restrictions in place that continue to discriminate _...._ .............. _....._._...._—_ against LGBT people and fails to keep pace with advances in blood testing and sound science. egca.org �13 OUA StaNAlLAE pAOGRnMS: Impact through Advocacy&the Vote Vote for Equality With 2016 being a crucial election year, electing pro-equality candidates "°' up and down the ticket is one of Equality California's key goals. Equality - California's candidate political action committee (PAC) supports candidates, -. both LGBT and allies, who demonstrate a 100 percent commitment to LGBT 4 ' civil rights and social justice. In 2015, our endorsements included candidates at the local, state, and federal levels. We mobilize our members to support these pro-equality champions to ensure there are elected officials in all levels of government working to protect and advance LGBT civil rights. Importantly, Equality California Is also focused on endorsing openly-LGBT candidates who : - are running for local offices to build a bench of LGBT elected officials who are prepared to run for higher office. Federal Equality Act While same-sex couples in 2015 finally won the right to marry from coast to coast, in a majority of states LGBT people still lack basic laws protecting them from getting fired,evicted or being denied service. _} .* The Federal Equality Act was introduced in Congress on July 23, 2015 with more than 200 co-sponsors. It would amend existing civil rights laws to include sexual orientation and gender identity,giving LGBT people federal protections :m in housing, employment, public accommodations, credit, education, federal programs and jury service. [quality California is working with partners in California's congressional delegation and elsewhere to bring vital protections, already law in California, to LGBT people nationwide. "Equality California is a tremendous champion and partner in the ongoing fight for LGBT rights:' ASM.DAVID CHIV.(o-su+FAaraciscc) egca.org m2015 ANNUAL PEP&T It IN THE CALIFORNIA CAPITOL: It Equality California- Sponsored Legislation * Since its founding,Equality California has won passage of more than 110 bills that improve the lives of LGBT Californians. In 2015, Governor Jerry Brown f_ signed all eight of our sponsored bills into law. Each piece of legislation advanced Equality California's mission in one of three key areas: • Achieving full equality and acceptance, inside l` California and beyond • Reducing the glaring disparities in health and l , wellbeing that LGBT people suffer compared is to the non-LGBT population ' ! Creating a fair and just society 4i "Equality California is one of the nation's most effective LGBT civil rights organizations. I'm proud to partner with them as we continue to strengthen the protections that make California a leader in LGBT rights:" c mEn mmmt]x sftixEp TON]ATKINS 115 6iiii1L12015ANNUALREPORT I N THE C/U.A£ORNIA CAM'rOt EQCA Sponsored Legislation Achieving full equality and acceptance, inside California and beyond 45 AB 960:Equal Protection for All Families Ad Updates California's assisted reproduction laws to recognize intended parents, regardless of the method of conception.These important changes In the law will increase access to family building options for LGBT people by eliminating economic barriers. Author:Assemblymember David Chiu(D-San Francisco)Co-sponsors: National Center for Lesbian Rights,Our Family Coalition � ri w :%r SB 703:Companies Contracting with the State of California Must Provide Equal Insurance Benefits to Transgender Employees Requires out-of--state contractors doing business with state agencies to offer transgender employees the same healthcare coverage they offer their other employees. i� Author:Senator Mark Leno(D-San Francisco)Co-sponsors.National Center for A' ` Lesbian Rights,Transgender Law Centerma it r� 1 s ia. AB 87.End Discrimination Against Transgender Jurors AB 958, authored by AssemblymemberI'll �kl tl 'arrd °' 2 Prohibits discrimination against transgender jurors In thejury selection process by Equality Californla,, requires state li al ` ad sta ia, in California courts. age nclesto collacY data on sexual ��teatatl V $ietitlef dd y " Author:Assemblymember Mark Stone(D-Santa Cruz) whenever demographic data CS coilscte`d.: `tie ,ire( a { deterriniho Whether govemmentprrrgrafm Equality California Sponsored Resolution need,whkh will,p the way,for impro qi z9 � V AJR 16:Resolution on FDA Blood Donation Policies Wfthbut data'colle'r�ted by head and soc ut Calls upon President Obama to encourage federal health officials to develop Callfonifansare inv)Sitsle—wesirgppyi��fto�g new science-based blood donation guidelines that focus on individual progre6ts are serying Pur cominSltll�Idr rtppy+�-� risk assessment,and to change,once and for all,its outdated policy that AS 95W�Ives tha EGBT commurtJlyYhe - discriminates against gay and bisexual men and certain transgender people. with state heaftIt and sodalislefvice aAe??I"tlesr� + T} fe {hat r: Authors:Assemblymembers Richard Bloom(D-Santa Monica),Eduardo Garcia Californians will no longer begverlooker - +',1 (D-Coachella)and Evan Low(D-Campbell) i agca.org 146 2016 ANN'JA.:.REPORT IN TWH CALIFORNIA CAPROL EQCA Sponsored Legislation Reducing the glaring disparities in health and wellbeing that LGBT people suffer compared to the non-LGBT population AB 959:Lesbian,Gay, Bisexual and Transgender Disparities Reduction Act Requires state agencies that provide health and human services to collect voluntarily provided information on sexual orientation and gender Identity whenever they collect other types of demographic data. Author:Assemblymember David Chiu(D-San Francisco) AB 329:California Healthy Youth Act Helps ensure that students receive sexual health education that is comprehensive,medically accurate,age-appropriate and inclusive. _.. -_---- Author:Assemblymember Shirley Weber(D-San Diego) A OscR� AB 827:Help Teachers Support LGBT Youth AB 329 Provides resources and information to aid teachers in identifying and assisting LGBT students in need of support in dealing with bullying or the effects of a lack A6 329, authored. . by.. Assemblymember Shirley Weber and of social acceptance at school,at home or in the community. cosponsored by Equality California,California Latinas for Reproductive Author:Assemblymember Patrick O'Donnell(D-Long Beach) Justice,Forward Together,Planned Parenthood and the ACLU,updates sexual health and HIV prevention curricula to require instruction that Is medically accurate, comprehensive and inclusive of LGBT peopleand their families.Students who are children of LGBT parents or who identifyas.LGBT themselves often feel invisible or stigmatized in ual California leads the charge "Equality as We push our nation for- health classes,where LGBT families or important LGBT health issues ward tO true liberty andjustice for every single American,nomatter are glossed over or not discussed atall.AB 329 will help ensure that thWr color or creed,who they love,or where they come frrnn" sexualhealth education in California is relevant to.all.students, and help all students understand LGBT people and families. The sheer. G FORN6SEWnMESMENrPROT£NPOREltEVINOEuebN size of Califomia'sstudent body makes this state the nation's.largest purchaser of textbooks,so the new law Is likely to have an Impact in the development of textbooks that will be purchased and used in other states as well. egca.org 117 ma 2015ANNUAL REPORT INTHECAUMRNIACA OL EQCA Sponsored Legislation Other Equality California Supported Bills SB 731:Supporting Transgender Foster Youth AB X215: End of Life Option Act Requires that social service workers consider a young person's gender identity Provides another option by allowing terminally ill,mentally competent Californians before placement in a foster home. to ask for and receive assistance from their physician to shorten an unnecessarily Author.Senator Mark Leno(D-San Francisco)Co-sponsors:National Center for painful dying process and achieve a peaceful death. Lesbian Rights,Transgender Law Center Author:Assemblymember Susan Eggman(D-Stockton) AB 953:Law Enforcement Racial Profiling Creating a fair and just society Modernizes California's definitions of racial and identity profiling and makes records of police practices more accessible to the public. Equality California Priority Supported Bill Author:Assemblymember Shirley Weber(D-San Diego) SB 4:Health for All Kids Implements the extension of Medi-Cal coverage to undocumented young people AB 865: EmPower California under 19,part of a$40 million allocation approved by Governor Brown as part of Requires the California Energy Commission to develop outreach programs to the 2015 budget, energy industry businesses owned by women,people of color,disabled veterans, Author:Senator Ricardo Lara(D-Long Beach) and LGBT individuals. Author:Assemblymember Luis Alejo(D-Salinas) SR 33 and HR 24:California Pride Month resolutions .....- .............. _... ..__.........__.___—___� These resolutions declare June,2015 as LGBT Pride Month in California. Authors:Assemblymember Susan Eggman(D-Stockton)and "Wien I think about the fight for LG13T equality,I think about Equal- Senator Ricardo Lara(D-Long Beach) ity California. EQCA has been at the forefront of nearly every ma- jor national and state achievement;from the repeal of Prop 8 and DOMA to legislative victories for our Tansgender communities. I "As an elected official,I greatly appreciate the opportunity to work thank EQCA for your incredible passion and effective advocacy on with Equality California for the benefit of tong Beach and all the one of the defining civil rights issues of our time:' people of our great state" "wmsLv snAKER ANTHONY RENDON ROBERT GARCIA,Lows BEACH mym egca.org 118 2015ANNUAI REPORT EQUALITY C.iiiiLIFORNIA T. Fair Share for Equality Equality California Institute launched its groundbreaking Fair Share for �' Equality initiative in January,2015 to help address challenges facing 9 9 unne+�+m xrweeos,e.ia°mio,so+a I the LGBT community and people with HIV by educating our community and policymakers on how best to allocate a "fair share'of government = y resources to advance the health and wellbeing of California's LGBT community. In December of 2015, our second convening brought i together some 175 leaders from the LGBT community and community organizations,educators,social service agencies, and government Oemogea°„ie M1h HIV '09, ni Poi N 3 officials from across the state.Through this ongoing program,we invite o,equceaw,nxwlnio9,arro.m�.zms e leaders to give us their views and recommendations on which priorities �_ Equality California and California's LGBT community should focus.TheirkFM _ recommendations help us set our goals for the next year to make sure that state leaders are aware of problem areas in the LGBT community • _ v r and how state programs and resources can address them. The findings .,..a. also help Equality California engage in advocacy efforts through the state budget process,aimed at directing government funding toward important LGBT community needs.Areas of focus for this work include education, healthcare,housing and homelessness. "The fight for LGBTQ equality continues, even following our battle for marriage equality.Whether it's fighting for the rights of our transgender brothers and sisters,pushing for the rights of LGBTQ immigrants or fighting for LGBTQ youth, we need Equality California to continue its critical work more than ever." SAN FRANCISCO SUPERVISOR DAVID CAMPOS egca.org I is CM2015 ANNUAL REPORT AT A GLANCE: Financials Based on unaudited results, total combined revenue for Equality California and Equality California Institute was approximately $3.9 million in 2015 and nearly double the prior year's. Equality California Institute experienced the most dramatic growth -from approximately $600,000 in 2014 to approximately $2.4 million in 2015. For 2016,total combined revenue for Equality California and Equality California Institute is budgeted at $4.4 million. EQUALITY CALIFORNIA AND EQUALITY CALIFORNIA INSTITUTE REVENUE OVERVIEW (2014-2016) 5,000,000 4,500,000 4,000,000 __ ..._. _. _... 3,500,000 ■ EQCAI(0) 3.000,000 - _.. E0CA(c4) 2,500,000 .C=bined 2,000,000 __ .._. _. 1.500,000 1,000,000 500,000 on 0 2014 Actual 2015 unaudited Results 2016 Budget egca.org 120 2015 ANNUAL REPORT EQUALITY CALIFORNIA Boards & Council EQUALITY CALIFORNIA BOARD EQUALITY CALIFORNIA INSTITUTE BOARD EQUALITY COUNCIL Executive Committee Members Executive Committee Members Daniel Allender Andreas Meyer, Linda Bernhardt Beth Collins-Burgard, Hon.Richard Bloom Eric Andresen President Jerry Bloom President Hon.Joan Buchanan Aaron Avery Susan McCabe, Susan Burnside Mandy Lee, Hon.Betsy Butler Taylor Bazley Vice President Vice President Mike Cavalluzzi Andrea Casalett Rev.Neil G.Cazares-Thomas Laurie Hasencamp, Sam Leslie, Tina Choi Treasurer William Delvac Treasurer Ray Cherry Hon. Robert Garcia Steven Jacobs Randy Clark Ryan Harlow-Nakano, David Cruz, Secretary Joe Gregorich Secretary Hon.Ricardo Lara Ivan Dominguez Daniel Brownstone, Boe Hayward Laura Zagar, Lisa Middleton Katherine Forster Governance Chair Terrance Heath Governance Chair Sarah Takahama Chris Frahm Rich Poppen, Joyce Rowland, Susan Jerich Dolores Huerta Erik Terren PAC Chair At-Large Member Kevin Leap Jackie Thomas Yangchen (YC)Lama Nancy Sutley, Roberta Conroy, Tom Maddox At-Large Member Stuart Milk At-Large Member Mark Vargas Deanna Johnston, C.Scott Miller Hon. Betty Yee Scott Malzahn At-Large Member Doug Moreland Nicole Opper Rick Rivas Ernie Santora Han. Dave Roberts Woody Sides Pjetur Sigurdson Jeff Towns John Tedstrom David Tsai e9r�.ors 121 2015 ANNUAL REPORT ' EQUALITY CALIFORNIA Staff EQUALITY CALIFORNIA STAFF PUBLIC EDUCATION & OUTREACH TEAM i Rick Zbur,Executive Director Andrew Arias j Kenny Cassady,Director of Development&Corporate Partnerships Tymothie Bergendahl i Doug Greco,Director of Programs&Program Development Linda Carola Tony Hoang,Chief of Staff William Brian Clayton Jason Howe,Communications Director Candace Dovie f Alice Kessler,Legislative Consultant Marissa Martin Valecia Phillips,Director of Finance&Administration Jessica Parral Frank Stasio,Director of Special Events&individual Giving Sue Ellen Rector Martha Acevedo,Program Associate Terry Smith elissa istrative Just n FIE ez,Program in Associate - Scott Gizicki,Development Associate "Equality California is important to our community because Brad Lundahl,Program Associate it fights for people who cannot always fight for themselves. Jo Michael,Legislative Manager From bullying in schools to healthcare advocacy and immi- gration, our work continues and will not be done until we Robbie Rodriguez,Program Manager ensure equality for us all I Roman Venalonzo,Program Associate BETH COLLINS-BURGARD.BOARD VRMMMf.EgtIAIATY f ?W NIA WNS e ca.D 9 r9 22 2016 ANNUAL REPORT • TO OUR SPONSORS, FOUNDATION&PRO-BONO SUPPORT A Special Thank You. STATEWIDE SPONSORS FOUNDATIONS LEAD SPONSORS f ..� Arcus Foundation Former Assembly Speaker Toni Atkins at&t California Biotechnology Foundation Brownstein Hyatt Farber Shreck,LLP The California Endowment Roberta Conroy GI LEA17 California Legislative LGBT Foundation Laurie Hasencamp and Mike Lurey Comcast Foundation Ambassador James Hormel& Michael P. Nguyen David Bohnett Foundation Joyce Roland and Pam Morgan LA CREMA David Geffen Foundation Southern California Edison Elizabeth Taylor AIDS Foundation a Elton John AIDS Foundation PRO-BONG Enterprise Holdings Foundation Brownstein Hyatt Farber Schreck,LLP Evelyn&Walter Haas,Jr. Fund Latham&Watkins LLP I Ford Foundation Mercury Public Affairs r re h e Four Freedoms Fund Reed& Davidson LLP Gill Foundation I Sugerman Communications Group Sempra Energy' Goodwin Family Memorial Trust State Equality Fund TomKat Fund Equality California is a true champion for LGBT civil rights,not �Str just in our Golden State but across the nation. I am proud to Verizon Foundation represent my district of Silicon Valley in the Capitol but even more proud to stand side by side with EOCA to make sure that StateFar m' the voice of the LGBT community is heard:' ASM.EVAN LAW,(D)- �U egca.org 23 Equality California I egca.org Mission statement © © /EqualityCalifornia Equality California is the nation's largest statewide lesbian, gay, bisexual and transgender (LGBT) civil rights organization dedicated to creating a fair and just society.Our mission is to achieve and maintain full and lasting equality.acceptance, and social justice for all people in our diverse LGBT communitles,inside and outside of California. Our mission includes advancing the health and wellbeing of LGBT Californians through direct healthcare service advocacy and education. Through electoral,advocacy,education and mobilization programs,vie strive to create a broad and diverse alliance of LGBT people,educators,government officials,communities of color and faith,labor,business.and social justice communities to achieve our goals. Equality California is made up of Equality California and the Equality California Institute Equality California is an I.R.S. 501(c)(4) organization that utilizes electoral, advocacy, education,and mobilization programs to achieve its mission. The Institute is an I.R.S. 501(c)(3),organization that utilizes advocacy,education,and mobilization programs to achieve its mission. EQ CA'` . • . EXHIBIT "B" Recognition of Support Recognition at EQCAI's Annual Palm Springs Equality Awards shall include the following: • Table of ten premium seating; • Full-size name/color logo or advertisement on multimedia displayed on rotation; and • Name/logo placement on the sponsor webpage before and for at least three months after the event. !1 DaleC/CiryCouncllContribu[imWEQCAI.Ded 16 J516v6.1951nY6.1 9