2024-04-10T11:50:12-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 020681855 OUT & EQUAL OUT& 4156946500 1901 HARRISON ST 1100 OAKLAND CA 94612 DAVE COUCH CFAO 4156946500 2024-04-10 1 DAVE COUCH 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVE COUCH 1901 HARRISON ST 1100 OAKLAND CA 94612 12159990 0 X WWW.OUTANDEQUAL.ORG X 2003 CA SEE PART III, LINE 1. 18 18 38 100 0 0 2205900 2012901 4798509 9948226 4126 3343 9098 1340 7017633 11965810 0 0 0 0 3418302 5107829 0 0 88493 2443036 6868378 5861338 11976207 1156295 -10397 11776327 13310472 5697661 7233211 6078666 6077261 X TO PROVIDE LEADERSHIP AND PROFESSIONAL DEVELOPMENT, EDUCATION AND RESEARCH TO CREATE WORKPLACES FREE FROM DISCRIMINATION. 0 0 9079238 9948226 WORKPLACE SUMMIT: WITH OVER 5,000 ATTENDEES IN-PERSON AND VIRTUALLY REPRESENTING OVER 40 COUNTRIES AND OVER 300 PARTNER ORGANIZATIONS, OUR PROGRAMMING NOT ONLY CELEBRATED DIVERSITY, EQUITY, INCLUSION, AND BELONGINGNESS BUT ALSO PROVIDED A PLATFORM FOR MEANINGFUL DISCUSSIONS AND TANGIBLE ACTIONS TO ADVANCE LGBTQ+ RIGHTS AND WELL-BEING. BY FOSTERING AN ENVIRONMENT OF EMPATHY, EMPOWERMENT, AND ALLYSHIP, OUR IMPACTFUL PROGRAMMING OF 100+ MAIN STAGE EVENTS, PANELS, AND INTERACTIVE WORKSHOPS OVER 4 DAYS INSPIRED POSITIVE CHANGE WITHIN THE WORKFORCE AND BEYOND. (CONTINUED ON SCHEDULE O) 9079238 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 1 38 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X DAVE COUCH 4156946500 1901 HARRISON ST 1100 OAKLAND CA 94612 ERIC DAY CHAIR 1.00 0.00 X 0 0 0 ALLYN SHAW VICE CHAIR 1.00 0.00 X 0 0 0 ANNETTE FRISKOPP TREASURER 1.00 0.00 X 0 0 0 MARGOT SLATTERY SECRETARY 1.00 0.00 X 0 0 0 APOORVA GANDHI DIRECTOR 1.00 0.00 X 0 0 0 APRIL SCHNEIDER DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER HENDERSON DIRECTOR 1.00 0.00 X 0 0 0 JOSE PEPE ESTRADA DIRECTOR 1.00 0.00 X 0 0 0 LISE BECKET DIRECTOR 1.00 0.00 X 0 0 0 ROLDDY LEYVA DIRECTOR 1.00 0.00 X 0 0 0 RUSTIN RICHBURG DIRECTOR 1.00 0.00 X 0 0 0 RYAN DERRY DIRECTOR 1.00 0.00 X 0 0 0 THERESITA RICHARD DIRECTOR 1.00 0.00 X 0 0 0 YVETTE MILEY DIRECTOR 1.00 0.00 X 0 0 0 CHRIS MOSSIAH DIRECTOR 1.00 0.00 X 0 0 0 EMILY SHILLING DIRECTOR 1.00 0.00 X 0 0 0 TRIPPE DAVIS DIRECTOR 1.00 0.00 X 0 0 0 AMY HANNEMAN DIRECTOR 1.00 0.00 X 0 0 0 ERIN URITUS CEO 50.00 0.00 X 417572 0 59917 DAVE COUCH CFAO 50.00 0.00 X 217996 0 33308 DEENA FIDAS MANAGING DIRECTOR 50.00 0.00 X 214221 0 32332 ADAM MARQUEZ SR. DIR., ENGAGEMENT (UNTIL 10/2022) 50.00 0.00 X 266920 0 48716 STEPHEN HUEY SR. DIRECTOR, ENGAGEMENT 50.00 0.00 X 171637 0 26008 ISABEL PORRAS SR. DIRECTOR, L&D 50.00 0.00 X 150844 0 23547 VIRGINIA BENNIS SR. DIRECTOR, HR 50.00 0.00 X 144604 0 20526 JOE CREA DIRECTOR, MARKETING (UNTIL 12/2022) 50.00 0.00 X 125502 0 27338 1709296 0 271692 10 0 1 0 PALACE HOTEL SAN FRANCISCO 2 NEW MONTGOMERY ST SAN FRANCISCO CA 94105 EVENT VENUE 395730 MGM RESORTS INTERNATIONAL ONE HIBISCUS ALLEY ST THOMAS VI 00804 EVENT VENUE 361630 KOYA LEADERSHIP PARTNERS 2005 MARKET STREET STE 3300 PHILADELPHIA PA 19103 RECRUITMENT SERVICES 177478 HARGROVE LLC 5100 N RIVER ROAD STE 300 SCHILLER PARK IL 60176 AUDIO VISUAL 159479 BPM LLC ONE CALIFORNIA STREET STE 2500 SAN FRANCISCO CA 94111 ACCOUNTING SERVICES 118071 12 2012901 2012901 SPONSORSHIP FEES 900099 7410508 7410508 PROGRAM EVENT REGISTRATION 900099 2537718 2537718 9948226 3255 3255 194268 194180 88 88 88 MISCELLANEOUS REVENUE 900099 1340 1340 1340 11965810 9948226 0 4683 1481008 1004898 433121 42989 2805261 1847681 930643 26937 179788 122812 55357 1619 339475 231725 103738 4012 302297 204732 92912 4653 3197 3197 164561 164561 868514 539028 327982 1504 5563 5070 471 22 181815 87751 93415 649 96905 65153 30400 1352 347711 230652 117054 5 4448285 4425942 22343 59462 40022 18590 850 77008 64608 11883 517 BOOKS, DUES, SUBSCRIPTI 276942 178296 95262 3384 STAFF DEVELOPMENT 260773 18 260755 BAD DEBT EXPENSE 40424 40424 SALES TAX 26153 26153 11065 4697 6368 11976207 9079238 2808476 88493 7047027 9714463 1423255 673686 844364 200000 1972050 1893369 146357 262134 214394 113405 133921 100989 185188 0 24165 465831 11776327 13310472 470752 896231 5226909 6336980 5697661 7233211 X 5449043 4598534 629623 1478727 6078666 6077261 11776327 13310472 -10397 8992 0 X 0 1 X 1 0 X 339038 1819164 3931335 2205900 2012901 10308338 339038 1819164 3931335 2205900 2012901 10308338 2005331 8303007 1701 2728 2996 4126 3255 14806 78200 2526 9098 1340 91164 10414308 23462060 0.79730 0.92750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83791 46596 37195 130603 66809 63794 100989 X 12633815 8992 659013 668005 11965810 0 11965810 12635220 659013 659013 11976207 0 11976207 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2023, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHE RRECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X X 1 0 0 0 0 0 0 1 0 ERIN URITUS CEO 417572 0 0 0 0 0 40595 0 19322 0 477489 0 0 0 ADAM MARQUEZ SR. DIR., ENGAGEMENT (UNTIL 10/2022) 98597 0 0 0 168323 0 29361 0 19355 0 315636 0 0 0 DAVE COUCH CFAO 199726 0 18270 0 0 0 23980 0 9328 0 251304 0 0 0 DEENA FIDAS MANAGING DIRECTOR 190470 0 23751 0 0 0 23564 0 8768 0 246553 0 0 0 STEPHEN HUEY SR. DIRECTOR, ENGAGEMENT 161601 0 10036 0 0 0 18880 0 7128 0 197645 0 0 0 ISABEL PORRAS SR. DIRECTOR, L&D 149044 0 1800 0 0 0 16593 0 6954 0 174391 0 0 0 VIRGINIA BENNIS SR. DIRECTOR, HR 142804 0 1800 0 0 0 11762 0 8764 0 165130 0 0 0 JOE CREA DIRECTOR, MARKETING (UNTIL 12/2022) 104952 0 1800 0 18750 0 9408 0 17930 0 152840 0 0 0 PART I, LINE 3 THE CEO SALARY IS BASED ON RESEARCH AND COMPARISONS OF NONPROFIT ORGANIZATIONS NATIONALLY AND IN THE WASHINGTON DC METRO AREA WITH SIMILAR FOCUS AREAS AND BUDGET SIZES. THE EXECUTIVE COMMITTEE REVIEWS THIS RESEARCH AND APPROVES THE CEO'S SALARY. PART I, LINE 4A ADAM MARQUEZ & JOE CREA WERE PAID SEVERANCE PER THEIR SEPARATION AGREEMENTS. THESE AMOUNTS ARE LISTED AT SCHEDULE J, PART II, COLUMN B(III). PART I, LINE 7 BONUSES WERE PAID BASED ON THE ORGANIZATION HITTING CERTAIN PERFORMANCE MARKERS FOR THE FISCAL YEAR. ALL SUCH BONUSES HAVE BEEN REPORTED AT SCHEDULE J, PART II, COLUMN B(II). FORM 990, PART III, LINE 4A EXECUTIVE FORUM: WE BROUGHT TOGETHER OVER 300 LGBTQ+ AND ALLY SENIOR EXECUTIVES, ASCENDING AND NEXT GEN LEADERS, AND DIB PRACTITIONERS FROM OVER 100 MAJOR GLOBAL BUSINESSES AND FEDERAL AGENCIES. GLOBAL IMPACT PROGRAMMING: WE UNITED NEARLY 300 WORKPLACE CHANGE AGENTS FROM 10 COUNTRIES INCLUDING INDIA, AUSTRALIA, CHINA, JAPAN, MALAYSIA, PHILIPPINES, SINGAPORE, TAIWAN, THAILAND, AND THE UNITED STATES FOR THE APAC FORUM IN INDIA. WE CONVENED OVER 350 WORKPLACE CHANGE AGENTS FROM OVER 70 COMPANIES REPRESENTING 11 COUNTRIES INCLUDING ARGENTINA, BRAZIL, CHILE, COLOMBIA, COSTA RICA, ECUADOR, MEXICO, PANAMA, PERU, UK, AND THE UNITED STATES FOR THE LATAM FORUM. WE UNITED MORE THAN 120 WORKPLACE INCLUSION CHANGE MAKERS, REPRESENTING 26 STATES, FOR THE SOUTHERN STATES FORUM. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED WITH THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT, AND THE BOARD CHAIR MANAGES POTENTIAL CONFLICTS OF INTEREST ON AN ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO SALARY IS BASED ON RESEARCH AND COMPARISONS OF NONPROFIT ORGANIZATIONS NATIONALLY AND IN THE WASHINGTON DC METRO AREA WITH SIMILAR FOCUS AREAS AND BUDGET SIZES. THE EXECUTIVE COMMITTEE REVIEWS THIS RESEARCH AND APPROVES THE CEO'S SALARY. THIS PROCESS LAST OCCURRED IN JUNE 2023. SALARIES OF OTHER KEY EMPLOYEES ARE BASED UPON A COMPENSATION STUDY WHERE EACH POSITION HAS AN INDUSTRY APPROPRIATE RANGE AND EMPLOYEES ARE COMPENSATED WITHIN THAT RANGE BASED ON EXPERIENCE AND PERFORMANCE. THIS PROCESS LAST OCCURRED IN JUNE 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS SHALL BE MADE AVAILABLE UPON REQUEST.