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Nonprofit · EIN 87-1337465

EQUIS INSTITUTE

Tax-exempt · WASHINGTON, DC 20003

Financials

$15M$12.6M2023$12.4M$16.1M2024
Revenue Expenses · by fiscal year end
Financials of EQUIS INSTITUTE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$12,353,631$16,129,198-$3,775,567$8,570,720$1,142,811$7,427,909
December 31, 2023990$15,001,086$12,602,132$2,398,954$12,051,100$1,676,683$10,374,417
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$12,276,023
Program service revenue
$0
Investment income
$72,776
Other revenue
$4,832

Expenses

Grants and similar amounts paid
$1,580,636
Compensation of officers, directors and key employees
$295,191
Other salaries and wages
$4,357,092
Salaries, compensation and benefits (total)
$5,842,420
Professional fundraising fees
$0
Legal fees
$154,284
Accounting fees
$77,240
Occupancy
$1,591
Travel
$621,366
Program services (functional)
$12,721,810
Management and general (functional)
$3,046,470
Fundraising (functional)
$360,918

Balance sheet and other

Total assets, start of year
$12,051,100
Total assets, end of year
$8,570,720
Total liabilities, end of year
$1,142,811
Net assets, end of year
$7,427,909
Net assets without donor restrictions
$6,629,012
Net assets with donor restrictions
$798,897
Gross receipts
$12,353,631
Employees
0
Volunteers
4
Year formed
2021
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
STEPHANIE VALENCIAEXECUTIVE DIRECTOR (SEE SCH. O)
Officer
10$129,593$11,250
CARLOS ODIOBOARD MEMBER (SEE SCH. O)
Trustee or director
1$121,758$6,072
DAN RESTREPOCHAIRPERSON (SEE SCH. O)
Trustee or director, Officer
1$26,518$0
JACQUELINE GARCELTREASURER
Trustee or director, Officer
1$0$0
KENIA MORALESSECRETARY
Trustee or director, Officer
1$0$0
LUIS AVILABOARD MEMBER
Trustee or director
1$0$0
CRISTINA JIMENEZBOARD MEMBER
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
STEPHANIE VALENCIAPRESIDENT/CEO
Officer
10$161,922$16,930
CARLOS ODIOBOARD MEMBER
Trustee or director
1$150,445$15,853
DAN RESTREPOCHAIRPERSON
Trustee or director, Officer
1$25,603$0
JACQUELINE GARCELTREASURER
Trustee or director, Officer
1$0$0
LUIS AVILABOARD MEMBER
Trustee or director
1$0$0
TORY GAVITOBOARD MEMBER
Trustee or director
1$0$0
CRISTINA JIMENEZBOARD MEMBER
Trustee or director
1$0$0
KENIA MORALESSECRETARY
Trustee or director, Officer
1$0$0

Address and contacts

Address (IRS master file)
660 PENNSYLVANIA AVENUE SE, WASHINGTON, DC 20003-4346
Principal officer (990 for 2024)
DAN RESTREPO, 660 PENNSYLVANIA AVENUE SE, WASHINGTON, DC 20003
Signed the 990
DAN RESTREPO, CHAIRPERSON
Phone
(214) 727-3746
Return prepared by
GELMAN ROSENBERG & FREEDMAN

Mission

EQUIS INSTITUTE'S MISSION IS TO CREATE A BETTER UNDERSTANDING OF LATINX COMMUNITIES, INVEST IN INNOVATIVE APPROACHES TO REACH AND ENGAGE THEM, AND CONVENE LATINX LEADERS FOR THE GROWTH AND LONG-TERM SUSTAINABILITY OF THE SECTOR.

990 for the year ended December 31, 2024

Program accomplishments

  • RESEARCHEQUIS INSTITUTE PROVIDES LATINO-SERVING GROUPS WITH ACTIONABLE RESEARCH TO HELP STRENGTHEN THEIR PROGRAMS AND OUTREACH EFFORTS. IN 2024, THE RESEARCH TEAM POLLED 24,666 INDIVIDUALS ACROSS MULTIPLE KEY STATES, WITH TARGETED OVERSAMPLING IN CRITICAL SWING STATES TO ENSURE ACCURACY AND DEPTH OF INSIGHTS. IN TOTAL, 18 POLLS WERE CONDUCTED, INCLUDING 8 KEY STATE POLLS, 1 RECONTACT POLL, AND 9 STATE-SPECIFIC POLLS DESIGNED TO CAPTURE THE NUANCES OF LOCAL RACES AND ISSUES.
    Expenses $4,269,636 · grants $920,000
  • YOUTUBE PROJECTTHE YOUTUBE INITIATIVE LEADS THE CHARGE IN CULTURALLY RELEVANT, ENGAGING CONTENT CREATION THAT HELPS LATINOS MAKE SENSE OF THE WORLD, POLITICS, AND CURRENT EVENTS TO INOCULATE LATINO VOTERS AGAINST HARMFUL NARRATIVES AND MISINFORMATION, AND TO BUILD CONFIDENCE AND TRUST IN OUR DEMOCRATIC INSTITUTIONS. LAUNCHED TWO NEW CHANNELS: A VER A VER+, WHICH EXPANDS OUR NETWORK THROUGH POP CULTURE CONTENT, AND PUEBLO EXTRANO, WHICH BUILDS A MILLENNIAL MALE AUDIENCE THROUGH TALK SHOWS EXPLORING CULTURAL, POLICY, AND PERSONAL ISSUES.
    Expenses $2,904,841
  • CULTURAL MOBILIZATIONTHROUGH THE CULTURAL MOBILIZATION PROJECT, EQUIS PARTNERED WITH DOZENS OF STATE, LOCAL, AND NATIONAL ORGANIZATIONS TO ORGANIZE A LARGER CULTURAL MOMENT OF LATINO PRIDE AROUND THE FILM, FLAMIN' HOT. WE FILLED 29 SCREENINGS NATIONWIDE, GENERATING 151 MILLION COMBINED TIKTOK AND INSTAGRAM IMPRESSIONS. THE SUCCESS OF THE GRASSROOTS CAMPAIGN NOT ONLY TURNED THE MOVIE INTO A COMMUNITY-WIDE CULTURAL EVENT BUT ALSO LED TO AN OSCAR NOMINATION, CULMINATING IN A HISTORIC BILINGUAL PERFORMANCE DURING THE OSCARS TELECAST. THIS EFFORT CONNECTED OVER 100 PARTNERS FROM HOLLYWOOD, ADVOCACY, AND COMMUNITY ORGANIZATIONS, TURNING A SHARED CULTURAL MOMENT INTO AN ORGANIZING WIN FOR THE LATINO COMMUNITY. THE CONEXIONES PROGRAM EXPANDED IN 2023 TO FOSTER DEEPER CONNECTIONS AMONG LATINO LEADERS WITH THEIR MEXICAN HERITAGE. THE 2023 DELEGATION TO MEXICO CITY, UNITED PROMINENT FIGURES FROM ENTERTAINMENT, BUSINESS, AND PHILANTHROPY AND INSPIRED NEW CREATIVE PROJECTS AND DEEPENED U.S.-MEXICO TIES. 100% OF PARTICIPANTS REPORTED A BETTER UNDERSTANDING OF THE U.S.-MEXICO RELATIONSHIP.
    Expenses $2,314,035 · grants $50,000
  • LAPIZEQUIS INSTITUTE LAUNCHED THE LATINO POLITICAL INNOVATION ZONES (LAPIZ) PROGRAM TO DEVELOP A PRACTICAL PLAYBOOK FOR MOVEMENT ORGANIZATIONS SEEKING TO INCREASE LATINO VOTER PARTICIPATION.THE LAPIZ INITIATIVE ENLISTED LOCAL PARTNERS TO TEST THE IMPACT OF EQUIS-ORGANIZED PARTIES-TO-THE-POLLS IN THREE COMMUNITIES. THE PROGRAM SUCCESSFULLY TESTED NEW APPROACHES WHILE ENGAGING AND EDUCATING 6,200 ATTENDEES THROUGH LOCAL FIESTAS, REACHING 192,000 HOUSEHOLDS WITH MAIL, AND GENERATING 9.7 MILLION DIGITAL AND CONNECTED TV VOTER EDUCATION IMPRESSIONS.
    Expenses $1,616,696 · grants $355,000
  • OTHER PROGRAMS
    Expenses $1,616,602 · grants $255,636

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
87-1337465
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2022
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,570,720
Income (IRS master file)
$12,353,631

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$12,353,631$16,129,198$8,570,720XML
990December 2023$15,001,086$12,602,132$12,051,100XML
990December 2022$10,601,316$11,104,790$8,019,795IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-1337465).

Questions about EQUIS INSTITUTE

What is the EIN of EQUIS INSTITUTE?
The employer identification number (EIN) of EQUIS INSTITUTE is 87-1337465.
Is EQUIS INSTITUTE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to EQUIS INSTITUTE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does EQUIS INSTITUTE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of EQUIS INSTITUTE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EQUIS INSTITUTE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of EQUIS INSTITUTE?
The 990 for the year ended December 31, 2024 names DAN RESTREPO.
Who are the officers and directors of EQUIS INSTITUTE?
The 990 for the year ended December 31, 2024 lists 7 people; 3 received compensation from the organization, the highest $129,593 (STEPHANIE VALENCIA, EXECUTIVE DIRECTOR (SEE SCH. O)).
How much revenue does EQUIS INSTITUTE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $12,353,631, expenses of $16,129,198 and total assets of $8,570,720 at year end.

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