Civic Intelligence

Equality California Institute

990 • Fiscal year 2016 • EIN 68-0438008

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization ProfileWWW.EQCA.ORG
3701 Wilshire Blvd Suite 725Los Angeles, CA 90010

(323) 828-9801

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.68x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.32x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

31st percentile

-4.0%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

90th percentile

$207,674

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

72nd percentile

9.9%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

0.8%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,102,308

Up $99,276 (+9.9%) from 2015

Net Assets

Down

$356,422

Down $95,571 (-21%) from 2015

Liabilities

Up

$745,886

Up $194,847 (+35%) from 2015

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin31st percentile

Revenue

Up

$2,366,802

Up $18,948 (+0.8%) from 2015

Expenses

Up

$2,462,373

Up $1,219,829 (+98%) from 2015

Net Income

Down

-$95,571

Down $1,200,881 (-109%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$4.0M$2.0M$0-$2.0MAssets 2011: $504,659Liabilities 2011: $92,731Net Assets 2011: $411,9282011Assets 2012: $268,639Liabilities 2012: $66,052Net Assets 2012: $202,5872012Assets 2013: $326,153Liabilities 2013: $476,855Net Assets 2013: -$150,7022013Assets 2014: $122,560Liabilities 2014: $785,877Net Assets 2014: -$663,3172014Assets 2015: $1,003,032Liabilities 2015: $551,039Net Assets 2015: $451,9932015Assets 2016: $1,102,308Liabilities 2016: $745,886Net Assets 2016: $356,4222016Assets 2017: $1,115,426Liabilities 2017: $626,610Net Assets 2017: $488,8162017Assets 2018: $975,854Liabilities 2018: $650,786Net Assets 2018: $325,0682018Assets 2019: $1,102,787Liabilities 2019: $355,002Net Assets 2019: $747,7852019Assets 2020: $2,876,561Liabilities 2020: $1,196,486Net Assets 2020: $1,680,0752020Assets 2021: $3,410,779Liabilities 2021: $980,923Net Assets 2021: $2,429,8562021Assets 2022: $3,464,171Liabilities 2022: $1,110,829Net Assets 2022: $2,353,3422022Assets 2023: $3,611,486Liabilities 2023: $1,241,349Net Assets 2023: $2,370,1372023Assets 2024: $2,728,252Liabilities 2024: $793,152Net Assets 2024: $1,935,1002024

Highlighted filing

2016

Assets$1,102,308
Liabilities$745,886
Net Assets$356,422
Open 2016 Filing

Operations Trend

Revenue Growth44th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,324,703Expenses 2011: $1,274,343Net Income 2011: $50,3602011Revenue 2012: $1,249,075Expenses 2012: $1,458,416Net Income 2012: -$209,3412012Revenue 2013: $983,211Expenses 2013: $1,381,500Net Income 2013: -$398,2892013Revenue 2014: $630,876Expenses 2014: $1,143,491Net Income 2014: -$512,6152014Revenue 2015: $2,347,854Expenses 2015: $1,242,544Net Income 2015: $1,105,3102015Revenue 2016: $2,366,802Expenses 2016: $2,462,373Net Income 2016: -$95,5712016Revenue 2017: $2,092,915Expenses 2017: $1,960,521Net Income 2017: $132,3942017Revenue 2018: $1,757,929Expenses 2018: $1,921,677Net Income 2018: -$163,7482018Revenue 2019: $2,679,322Expenses 2019: $2,255,465Net Income 2019: $423,8572019Revenue 2020: $4,326,127Expenses 2020: $3,393,837Net Income 2020: $932,2902020Revenue 2021: $5,992,471Expenses 2021: $5,242,690Net Income 2021: $749,7812021Revenue 2022: $5,076,216Expenses 2022: $5,382,748Net Income 2022: -$306,5322022Revenue 2023: $4,573,543Expenses 2023: $4,567,770Net Income 2023: $5,7732023Revenue 2024: $4,648,683Expenses 2024: $5,087,333Net Income 2024: -$438,6502024

Highlighted filing

2016

Revenue$2,366,802
Expenses$2,462,373
Net Income-$95,571
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$2,540,561
Mission and Program Overview

Mission

To achieve full equality and acceptance for lesbian, gay, bisexual and transgender people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$569,266$576,155▲ $6,889
Savings and Temporary Cash Investments$406,366$410,903▲ $4,537
Pledges and Grants Receivable$21,348$55,250▲ $33,902
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,003,032$1,102,308▲ $99,276
Other Assets Total$6,052$60,000▲ $53,948
Liabilities
Other Liabilities$519,435$627,451▲ $108,016
Accounts Payable and Accrued Expenses$31,604$118,435▲ $86,831
Total Liabilities$551,039$745,886▲ $194,847
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,074,082$926,157▼ $147,925
Unrestricted Net Assets$-622,089$-569,735▲ $52,354
Total Net Assets Fund Balance$451,993$356,422▼ $95,571
Total Liabilities and Net Assets / Fund Balance$1,003,032$1,102,308▲ $99,276

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$17,387$17,387
Leasehold Improvements$0$3,200$3,200
Other Assets Org$60,000--
Compensation and Service Providers
Top Officer Pay90th percentile

Board Members and Trustees

NameTitle
Laura ZagarGovernance Chair
Beth Collins-burgardPresident
Erik TerreriBoard Member
Hon Betsy ButlerBoard Member
Hon Betty YeeBoard Member
Hon Joan BuchananBoard Member
Hon Ricardo LaraBoard Member
Hon Richard BloomBoard Member
Jackie ThomasBoard Member
Jessica Stebins BinaBoard Member
Lisa MiddletonBoard Member
Mark VargasBoard Member
Ray CherryBoard Member
Rev Neil G Cazares-thomasBoard Member
Sarah TakahamaBoard Member
Steven JacobsBoard Member
Suzy JonesBoard Member
Rick ZburExecutive Director
Joyce RowlandAt-large Member
Roberta ConroyAt-large Member
David CruzSecretary
Sam LeslieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,363,347
Program Service Revenue
$0
Investment Income
$245
Other Revenue
$3,210
All Other Contributions
$2,153,256
Change in Net Assets
$-95,571

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$100,000Fair Market Value (FMV)
Total Noncash Contributions1$100,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,366,802
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$440,360
Total Revenue per Audited Statements
$2,807,162
Total Revenue per Form 990
$2,366,802
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,064,891
Other Expenses$903,982
Grants and Similar Amounts Paid$493,500
Total Fundraising Expense$116,246
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$653,014$66,860$78,945$798,819
Grants to Domestic Orgs$493,500--$493,500
Fees for Services Other$299,359$4,201$3,986$307,546
Current Officers, Directors, Trustees, and Key Employees$104,442$12,051$17,407$133,900
Travel$98,692$3,451$6,504$108,647
Payroll Taxes$63,300$9,170$2,527$74,997
Office Expenses$62,480$5,063$960$68,503
Occupancy$52,350$5,120$1,759$59,229
Other Employee Benefits$50,315$5,135$1,725$57,175
All Other Expenses$19,890$17,939$846$38,675
Fees for Services Accounting-$36,065-$36,065
Insurance$17,351$10,702$647$28,700
Conferences and Meetings$16,361$35-$16,396
Other Expenses$10,944$1,410$299$12,653
Total Functional Expenses$2,166,482$179,645$116,246$2,462,373

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,902,733
Expenses per Audited Statements$2,462,373
Total Expenses per Form 990$2,462,373
Expenses Not Reported on Form 990$440,360
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Equality CaliforniaLos Angeles, CA501 (c)(4)To achieve full equality and acceptance for lesbian, gay, bisexual and transgender people.$255,000
Los Angeles Gay and Lesbian Community Svcs CenterLos Angeles, CA501 (c)(3)To achieve full equality and acceptance for lesbian, gay, bisexual and transgender people.$65,000
San Diego LGBT Community CenterSan Diego, CA501 (c)(3)To achieve full equality and acceptance for lesbian, gay, bisexual and transgender people.$50,000
The LGBT Center OCSanta Ana, CA501 (c)(3)To achieve full equality and acceptance for lesbian, gay, bisexual and transgender people.$40,000
San Francisco LGBT CenterSan Francisco, CA501 (c)(3)To achieve full equality and acceptance for lesbian, gay, bisexual and transgender people.$30,000
Gender Health CenterSacramento, CA501 (c)(3)To achieve full equality and acceptance for lesbian, gay, bisexual and transgender people.$20,000
Gay & Lesbian Center of BakersfieldBakersfield, CA501 (c)(3)To achieve full equality and acceptance for lesbian, gay, bisexual and trans$12,500
Gay Central ValleyFresno, CA501 (c)(3)To achieve full equality and acceptance for lesbian, gay, bisexual and trans$11,000
San Joaquin Pride CenterStockton, CA501 (c)(3)To achieve full equality and acceptance for lesbian, gay, bisexual and transgender people.$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$173,759
Fundraising Gross Income$173,759
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner$383,850$173,759$67,960$105,799
Total Events$383,850$173,759$173,759$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Equality California$627,451
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
Yes
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, Part VI, Section B, line 11B

“The organization's board of directors were provided with copies of the the audited financial statements, and its executive committee approved the audited financial statements, which are the basis for the form 990. The draft of the form 990 was circulated to the organization's board of directors and approved by the organization's executive committee. It was also approved by the organization's executive director and chief financial officer.”

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 B, line 15

“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, 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.”

Filing and Contact Details

Filer

Filer Name
Equality California Institute
EIN
68-0438008
Phone
3238289801
Address
3701 Wilshire Blvd Suite 725, Los Angeles, CA 90010

Signing Officer

Name
Rick Zbur
Title
Executive Director
Phone
3238289801
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Zbur
Formed
1999
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
1
Volunteers
200

Preparer

Firm
Rossi Llp
Address
400 Oceangate Suite 1000, Long Beach, CA 90802
Preparer
Lewis Finkelstein CPA
Phone
5624953325
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“PROFESSIONAL & OUTSIDE SERVICE: Program service expenses 299,359. Management and general expenses 4,201. Fundraising expenses 3,986. Total expenses 307,546.”

Financial Statement Notes

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.”

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IRS990/Form990PartVIISectionAGrp/PersonNm18HON BETTY YEE
IRS990/Form990PartVIISectionAGrp/PersonNm19JOYCE ROWLAND
IRS990/Form990PartVIISectionAGrp/PersonNm20ROBERTA CONROY
IRS990/Form990PartVIISectionAGrp/PersonNm21RICK ZBUR
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3GOVERNANCE CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19AT-LARGE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20AT-LARGE MEMBER
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IRS990/MissionDesc0To achieve full equality and acceptance for lesbian, gay, bisexual and transgender people.
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IRS990/OtherExpensesGrp/Desc3UTILITIES & TELEPHONE
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IRS990/PrincipalOfficerNm0Rick Zbur
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IRS990/ProgSrvcAccomActy2Grp/Desc0With the continued support of The California Endowment and funding from Gilead Sciences, Inc., we expanded our Health Happens with Equality trainings to educate healthcare providers about the health needs of LGBTQ people, with a special focus on the LGBTQ undocumented community and HIV prevention and care. We are continuing our trainings in the Central Valley, and we are continuing to expand the program into the Inland Empire, Orange County and other parts of the state. Several trainings will focus on the particular healthcare needs of the transgender community.
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IRS990/ProgSrvcAccomActy3Grp/Desc0To educate Californians about our transgender neighbors, Equality California co-led a statewide public education campaign to increase understanding and acceptance of transgender and gender nonconforming people and the issues they face. The campaign worked with other LGBTQ and civil rights organizations as well as groups serving communities of color and faith communities. The campaign conducted research, trained spokespeople and worked with community and faith leaders in a field campaign to educate the public, launching a series of online video ads and holding a series of news conferences across the state.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0As part of a grant from the Evelyn & Walter Haas, Jr. Fund and the Four Freedoms Fund, Equality California Institute continued to lead an effort to conduct outreach, education, and enrollment assistance for immigrants to earn legal status and citizenship. The purpose of this project was to mobilize the organizational power of the LGBTQ community to stand with immigration advocates to connect immigrants with current federal programs for legalization.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Equality California Institute implements programs that build leadership skills in the LGBTQ community, protects LGBTQ students and educates about the needs of LGBTQ people.
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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,102,308
Liabilities
$745,886
Net assets
$356,422
Revenue
$2,366,802
Expenses
$2,462,373
Net income
-$95,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.79$1.94$4.65$5.09$0.44
2023Detailed filing. Detailed filing data is available for this year.$3.61$1.24$2.37$4.57$4.57$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.46$1.11$2.35$5.08$5.38$0.31
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.98$2.43$5.99$5.24$0.75
2020Detailed filing. Detailed filing data is available for this year.$2.88$1.20$1.68$4.33$3.39$0.93
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.36$0.75$2.68$2.26$0.42
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.65$0.33$1.76$1.92$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.63$0.49$2.09$1.96$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.75$0.36$2.37$2.46$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.55$0.45$2.35$1.24$1.11
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.79$0.66$0.63$1.14$0.51
2013Detailed filing. Detailed filing data is available for this year.$0.33$0.48$0.15$0.98$1.38$0.40
2012Summary only. Only limited summary data is available for this year.$0.27$0.07$0.20$1.25$1.46$0.21
2011Summary only. Only limited summary data is available for this year.$0.50$0.09$0.41$1.32$1.27$0.05