Civic Intelligence

Out & Equal DBA Out & Equal Workplace Advocates

990 • Fiscal year 2018 • EIN 02-0681855

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

1111 Broadway 3rd FloorOakland, CA 94607

(415) 694-6500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$4,636,981

Up $313,008 (+7.2%) from 2017

Net Assets

Up

$3,583,379

Up $197,130 (+5.8%) from 2017

Liabilities

Up

$1,053,602

Up $115,878 (+12%) from 2017

Revenue And Expenses

Revenue

Up

$7,369,211

Up $647,389 (+9.6%) from 2017

Expenses

Up

$7,150,093

Up $751,038 (+12%) from 2017

Net Income

Down

$219,118

Down $103,649 (-32%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $1,169,950Liabilities 2010: $280,733Net Assets 2010: $889,2172010Assets 2011: $1,322,499Liabilities 2011: $276,422Net Assets 2011: $1,046,0772011Assets 2012: $1,762,338Liabilities 2012: $804,103Net Assets 2012: $958,2352012Assets 2013: $1,732,144Liabilities 2013: $497,723Net Assets 2013: $1,234,4212013Assets 2014: $2,275,936Liabilities 2014: $610,959Net Assets 2014: $1,664,9772014Assets 2015: $2,770,474Liabilities 2015: $485,649Net Assets 2015: $2,284,8252015Assets 2016: $3,774,818Liabilities 2016: $721,948Net Assets 2016: $3,052,8702016Assets 2017: $4,323,973Liabilities 2017: $937,724Net Assets 2017: $3,386,2492017Assets 2018: $4,636,981Liabilities 2018: $1,053,602Net Assets 2018: $3,583,3792018Assets 2019: $5,388,495Liabilities 2019: $3,098,313Net Assets 2019: $2,290,1822019Assets 2020: $3,789,728Liabilities 2020: $2,363,214Net Assets 2020: $1,426,5142020Assets 2021: $8,984,112Liabilities 2021: $4,067,574Net Assets 2021: $4,916,5382021Assets 2022: $11,776,327Liabilities 2022: $5,697,661Net Assets 2022: $6,078,6662022Assets 2023: $13,310,472Liabilities 2023: $7,233,211Net Assets 2023: $6,077,2612023Assets 2024: $13,362,025Liabilities 2024: $7,588,313Net Assets 2024: $5,773,7122024

Highlighted filing

2018

Assets$4,636,981
Liabilities$1,053,602
Net Assets$3,583,379

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2010: $4,231,280Expenses 2010: $4,073,711Net Income 2010: $157,5692010Revenue 2011: $4,763,657Expenses 2011: $4,609,137Net Income 2011: $154,5202011Revenue 2012: $5,279,074Expenses 2012: $5,366,916Net Income 2012: -$87,8422012Revenue 2013: $4,561,998Expenses 2013: $4,387,412Net Income 2013: $174,5862013Revenue 2014: $5,925,267Expenses 2014: $5,498,482Net Income 2014: $426,7852014Revenue 2015: $5,736,527Expenses 2015: $5,140,394Net Income 2015: $596,1332015Revenue 2016: $6,290,985Expenses 2016: $5,530,425Net Income 2016: $760,5602016Revenue 2017: $6,721,822Expenses 2017: $6,399,055Net Income 2017: $322,7672017Revenue 2018: $7,369,211Expenses 2018: $7,150,093Net Income 2018: $219,1182018Revenue 2019: $796,426Expenses 2019: $2,117,748Net Income 2019: -$1,321,3222019Revenue 2020: $6,630,929Expenses 2020: $7,375,624Net Income 2020: -$744,6952020Revenue 2021: $7,499,451Expenses 2021: $4,064,885Net Income 2021: $3,434,5662021Revenue 2022: $7,017,633Expenses 2022: $5,861,338Net Income 2022: $1,156,2952022Revenue 2023: $11,965,810Expenses 2023: $11,976,207Net Income 2023: -$10,3972023Revenue 2024: $15,172,285Expenses 2024: $15,538,378Net Income 2024: -$366,0932024

Highlighted filing

2018

Revenue$7,369,211
Expenses$7,150,093
Net Income$219,118
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$7,599,973
Mission and Program Overview

Mission

Out & equal workplace advocates, educates, and empowers organizations and individuals through programs and services that result in equal opportunities, practices and benefits in the workplace regardless of sexual orientation, gender identity, expression or characteristics.

Out & Equal is the global convener, thought leader, and catalyst actively working to achieve workplaces of equality and belonging-supporting LGBT+ employees and leaders who thrive in their careers and lives, and achieve greater impact on the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$1,793,875$2,477,255▲ $683,380
Cash and Non-Interest-Bearing Accounts$1,597,211$1,092,123▼ $505,088
Savings and Temporary Cash Investments$573,346$604,497▲ $31,151
Prepaid Expenses and Deferred Charges$125,782$199,862▲ $74,080
Investments in Publicly Traded Securities$121,082$115,432▼ $5,650
Land, Buildings, and Equipment, Net$40,649$26,732▼ $13,917
Inventories for Sale or Use$18,778$2,636▼ $16,142
Total Assets$4,323,973$4,636,981▲ $313,008
Other Assets Total$53,250$118,444▲ $65,194
Liabilities
Deferred Revenue$506,855$718,410▲ $211,555
Accounts Payable and Accrued Expenses$206,733$221,051▲ $14,318
Other Liabilities$224,136$114,141▼ $109,995
Total Liabilities$937,724$1,053,602▲ $115,878
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,417,082$1,795,267▲ $378,185
Unrestricted Net Assets$1,969,167$1,788,112▼ $181,055
Total Net Assets Fund Balance$3,386,249$3,583,379▲ $197,130
Total Liabilities and Net Assets / Fund Balance$4,323,973$4,636,981▲ $313,008

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$26,732$107,829-
Leasehold Improvements-$34,076-
Other Assets Org$118,444--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen Selisse BerryCEOFT$193,750$84,849$278,599
Rachel RubinCOOFT$198,748$45,752$244,500
Erin UritusCEOFT$210,833$12,747$223,580
Stephen HueySr Director of Corp DevelopmFT$154,467$27,606$182,073
Stephen HueySr Director of Corp Development-$154,467$27,606$182,073
Steve RothSr Director of Global InitiaFT$133,575$21,285$154,860
Steve RothSr Director of Global Initiatives-$133,575$21,285$154,860
G Anthony TalbotCFOFT$46,669$12,503$59,172

Board Members and Trustees

NameTitle
Michael CoxChairperson
Reza RahamanVice Chairperson
Allyn ShawDirector
Amy HannemanDirector
Annette M FriskoppDirector
Apoorva GandhiDirector
Bobby WilkinsonDirector
Donna RosenDirector
Erik DayDirector
Jim NorbergDirector
Ken JanssensDirector
Margot SlatteryDirector
Phil HodgesDirector
Renee BrownDirector
Sander Vant NoordendeDirector
Tammy SmithDirector
Trippe DavisDirector
Deborah SchmallSecretary
Cynthia Armine-KleinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,732,105
Program Service Revenue
$2,552,235
Investment Income
$3,737
Other Revenue
$81,134
All Other Contributions
$4,732,105
Change in Net Assets
$219,118

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$96,200Fair market value
Other Non Cash Contri Table4$40,912Fair market value
Securities Miscellaneous1$5,027Fair market value
Total Noncash Contributions7$142,139-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,369,211
Revenue Not Reported on Form 990
$362,472
Total Revenue per Audited Statements
$7,731,683
Total Revenue per Form 990
$7,369,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,508,633
Salaries, Compensation, and Employee Benefits$2,641,460
Total Fundraising Expense$296,843
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$904,611$134,939$103,234$1,142,784
Other Salaries and Wages$870,525$89,250$95,757$1,055,532
Travel$250,393$112,747$14,721$377,861
Fees for Services Other$261,173$92,863$36$354,072
Occupancy$219,953$44,912$26,348$291,213
All Other Expenses$108,090$100,816$6,461$215,367
Pension Plan Contributions$105,171$46,245$5,467$156,883
Payroll Taxes$123,108$20,343$12,484$155,935
Other Employee Benefits$97,282$22,496$10,548$130,326
Information Technology$53,772$10,333$6,442$70,547
Other Expenses$17,450$2,993$430$20,873
Depreciation Depletion$13,053$2,519$1,571$17,143
Insurance$6,143$10,117$739$16,999
Conferences and Meetings$4,680$1,534$458$6,672
Advertising$3,505--$3,505
Total Functional Expenses$6,125,945$727,305$296,843$7,150,093

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,534,553
Expenses per Audited Statements$7,150,093
Total Expenses per Form 990$7,150,093
Expenses Not Reported on Form 990$384,460
International Activity

International Summary

Spending
$149,539

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AmericaProgram servicesEvent--$113,476
East Asia and the PacificProgram servicesEvents--$36,063
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$309,943
Fundraising Direct Expenses$229,253
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Momentum$309,943$309,943$229,253$80,690
Total Events$309,943$309,943$229,253$80,690
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other payroll related liabilities$104,597
Deferred compensation$9,544
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The form 990 is prepared by an outside CPA firm. The draft form is submited to management for their review and comments. After the final adjustments, management will give a copy to the CEO for review and approval. After receiving approval from the CEO, the return will be filed.

Conflict of interest policy compliance Part VI line 12C

Our Board members signed a Conflict of Interest form when they joined the Board and the Executive Committee manages the potential conflict of interest on an on-going basis.

CEO executive director top management comp Part VI line 15A

Independent consultants make recommendations for CEO salary based on research and comparisons of Nonprofit organizations nationally and in the San Francisco bay area, including budgets, functions and sizes of the organization. The consultants submit their analysis and proposal to the President of the Board of Out & Equal who discuss in detail the outcome and make their recommendation to the Executive Committee of the Board for their approval.

Other officer or key employee compensation Part VI line 15B

A compensation study for all positions was completed in 2018. Each position has an industry appropriate range and employees are compensated within that range based on experience and performance.

Governing documents etc available to public Part VI line 19

Out & Equal provides either an electronic copy or a hard copy upon request. Copies are sent via email or US Postal service.

Filing and Contact Details

Filer

Filer Name
Out & Equal
EIN
02-0681855
Address
1111 Broadway 3rd Floor, Oakland, CA 94607
Doing Business As
DBA Out & Equal Workplace Advo

Signing Officer

Name
Erin Uritus
Title
CEO
Phone
4156946500
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Uritus
Formed
2003
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
12
Volunteers
15

Preparer

Firm
Donna Cohen CPA
Address
1116 Lincoln Avenue, San Rafael, CA 94901
Preparer
Donna Cohen
Phone
4154578770
Supplemental Narrative

Additional Explanations

Amended return information

O&Es annual 2018 return was orginally filed prior to its due date of 11/15/19 with draft audited financial statements. This amended 2018 return reflects the final audited financial information.

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IRS990/Desc0Convened the 19th Annual Workplace Summit in Seattle, WA, with 6,000+ professionals from 140+ companies and 32 countries; delivered 7 different educational tracks across 138+ workshops, featured panels, global series, case studies, and round tables. Leveraged key executives from Fortune 500 companies to support workplace equality for all. Delivered 11th Executive Forum in San Francisco, CA, to LGBT Executives with focus on professional development, networking, and action planning tied to key issues facing their companies and LGBT community over a three-day period, concluding with Momentum Gala. Delivered global best practices, consulting, and leadership via forums, presentations, and keynoting events around the world as well as providing a global series of workshops as part of our annual Workplace Summit.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt22Sr Director of Global Initia
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.4$7.59$5.77$15.2$15.5$0.37
2023Detailed filing. Detailed filing data is available for this year.$13.3$7.23$6.08$12.0$12.0$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$5.70$6.08$7.02$5.86$1.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.98$4.07$4.92$7.50$4.06$3.43
2020Detailed filing. Detailed filing data is available for this year.$3.79$2.36$1.43$6.63$7.38$0.74
2019Summary only. Only limited summary data is available for this year.$5.39$3.10$2.29$0.80$2.12$1.32
2018Detailed filing. Detailed filing data is available for this year.$4.64$1.05$3.58$7.37$7.15$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.94$3.39$6.72$6.40$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.72$3.05$6.29$5.53$0.76
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.49$2.28$5.74$5.14$0.60
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.28$0.61$1.66$5.93$5.50$0.43
2013Summary only. Only limited summary data is available for this year.$1.73$0.50$1.23$4.56$4.39$0.17
2012Summary only. Only limited summary data is available for this year.$1.76$0.80$0.96$5.28$5.37$0.09
2011Summary only. Only limited summary data is available for this year.$1.32$0.28$1.05$4.76$4.61$0.15
2010Summary only. Only limited summary data is available for this year.$1.17$0.28$0.89$4.23$4.07$0.16