Equality Florida Institute, Inc.
P.O. Box 13184
St. Petersburg FL 33733
Mission
Equality Florida is the largest civil rights organization dedicated to securing full equality for Florida's lesbian, gay, bisexual and transgender (LGBT) community.
Leadership
CEO/Executive Director Ms. Nadine Smith
Board Chair Mr. Ken Shelin
Board Chair Affiliation Retired - United States Food and Drug Administration
General Info
Former Names
Equality Florida Human Rights Education Project, Inc
Tax Exempt Status Public Supported Charity
Incorporation Year 1997
State Charitable Solicitations Permit Yes Nov 2017
State Registration Yes Apr 2017
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $2,575,635.00
Projected Expenses $2,563,186.00
Impact Statement
Accomplishments:
1. Channeled $9.5 million in direct support to victims' families and survivors of the tragic Pulse nightclub attack and turning our attention to ridding our culture of the toxic dehumanization of LGBT people
2. Passed dozens of city and county non-discrimination ordinances that protect roughly 57% of the population, more than 10 million Floridians.
3. Launched new Safe Schools Initiative. 
4. Gained protections from anti-LGBT bullying for over 2 million (66%) of Florida students.

Current Year Goals:
1. Expand our new Safe Schools Initiative that will: create a comprehensive list of professional best practices/policies for supporting LGBTQ students; create an assessment tool and score all FL school districts on current programs; work intensively with school districts to implement comprehensive policies; respond to the increasing number of crisis requests from school districts statewide, particularly regarding transgender student issues.
2. Provide LGBT sensitivity training to major corporations, school districts, law enforcement agencies, and medical providers.
3. Add 15 new corporations to our EMB Coalition.
4. Sign up 30,000 new members.
 
Needs Statement

1. Volunteer Kits—include T-shirt, sign-up sheets, talking points, and training video ($45)

2. Transportation Scholarships for Students to Attend GSA Leadership Summit—($20 per student)

3. Equality Means Business luncheon—covers event cost and advertising to engage businesses, elected and community leaders ($4,500)

4. Regional Field Organizer—covers staffing costs for this position ($35,000)

5. Safe Schools Initiative - covers Program Director salary, support staff, travel, training materials, Safe Schools Assessment Guides, workshops, and three GSA Summits ($222,000)

Background Statement
With a database of 277,000 supporters, Equality Florida Institute is the largest civil rights organization dedicated to securing full equality for Florida’s lesbian, gay, bisexual, and transgender (LGBT) community. Our organization provides programs throughout Florida to benefit the state’s LGBT men, women, and youth. Through grassroots organizing, public education, and coalition building, we work every day to change the hearts and minds of all Floridians and to win full equality so that no one suffers harassment or discrimination on the basis of sexual orientation or gender identity and expression. We partner with local organizations and have helped to pass more than 150 local pro-LGBT policies.
 
Our priority to end anti-LGBT bullying has resulted in 2/3 of students attending schools with LGBT protections clearly enumerated. That means Florida protects more students than any other state except California and New York. Our work to pass hate crimes laws helped make Florida fourth in the nation in the number of people protected by hate crime laws. Through our years focusing on LGBT family recognition, Florida ranks third in the nation for domestic partner benefits, with over 9.8 million people living where they have domestic partner recognition either through registries or public employer benefits. Our Get Engaged campaign and historic victory in Miami-Dade Circuit Court were pivotal to winning marriage equality in Florida. And our work to outlaw discrimination has resulted in local policy protections based on sexual orientation and gender identity for 56% of Floridians.
 
 
Areas Served
Areas Served
Area
FL
Service Categories
Primary Org Type Civil Rights, Social Action, Advocacy
Secondary Org Type Public & Societal Benefit
Tertiary Org Type
Statement from the Board Chair/Board President
Statement from the CEO/Executive Director
Equality Florida Institute (EQFLI) is the largest civil rights organization dedicated to securing full equality for Florida's lesbian, gay, bisexual, and transgender (LGBT) community. EQFLI is one of the three largest state-level LGBT advocacy organizations in the country, and we have gained national recognition as one of the most effective. Our success is built on our relationships with hundreds of community groups across Florida.
 
In 2017, EQFLI will celebrate its 20th anniversary, an achievement that speaks to our long history, effective governance, strong financial management, and stable, diverse funding base. Through lobbying, grassroots organizing, education, and coalition building, we are changing Florida so that no one suffers harassment or discrimination on the basis of sexual orientation or gender identity. We are guided by our commitment to social justice, integrity, human dignity, and respect for diversity. We strive to manifest this commitment in our work on behalf of the LGBT community, and in our solidarity with other oppressed groups.
 
We have a long and valuable history of partnering with school districts, healthcare facilities, and government agencies to improve our communities and change discriminatory political climates. We maintain relationships with hundreds of elected officials, media outlets, and community leaders. We have the experience to intervene and address problems when they arise, as evidenced by our work with organizations or businesses that needed our assistance in the past.
 
 
 
Programs
Description We are entering the seventh year of an ambitious LGBT equality-focused campaign to improve Florida's national and international reputation as a welcoming and inclusive place to live, work and visit. The program has grown exponentially in the past two years in particular and now includes over 50 of Florida's largest employers who have embraced LGBT-inclusive policies and make the case for LGBT protections statewide. We have now launched a program aimed at smaller companies that have also taken a public stand in support of LGBT nondiscrimination protections. Another Business for Equality (AB4E.org) program includes over 1000 local, small businesses helping us deliver the message that discrimination harms employees, customers and the bottom line for businesses.
Budget $225,211
Category Civil Rights, Social Action & Advocacy, General/Other Civil Rights, Social Action & Advocacy, General/Other
Program Linked to Organizational Strategy Yes
Population Served Lesbian, Gays, Bisexuals, Transgendered Lesbian, Gays, Bisexuals, Transgendered Lesbian, Gays, Bisexuals, Transgendered
Short Term Success

Short term success will be measured through achievement of the projected program activities by the end of 2016:

*Continue funding positions essential to the program’s success, including the Equality Means Business Project Coordinator, Transgender Inclusion Director, and support staff.

*Host four Equality Means Business networking events throughout Florida with Fortune 1,000 business leaders, trade associations, chambers of commerce, and educational institutions, with the goal of adding 10 major employers to the Equality Means Business coalition.

*Promote transgender awareness, education, and equality by providing 5 transgender workplace trainings, to be presented by Equality Florida Institute’s Transgender Inclusion Director.

Long Term Success
Long term success will be measured through achievement of the projected program outcomes by the end of 2016:

*Expand the Equality Means Business Advisory Board to include 60 major employers

*Increase the number of businesses participating in the Another Business for Equality online directory to a total of 1500.

Program Success Monitoring

Senior agency executives monitor the success of the Equality Means Business program by working closely with the Equality Means Business Director to ensure that all essential program activities are completed and all program outcomes are achieved.

Program Success Examples

Since EMB’s inception, 51 major employers in Florida have joined the Equality Means Business Advisory Board, and 1200 have joined Another Business for Equality.

The work of Equality Means Business has inspired participating employers to lead on LGBT issues. A group of businesses that began as part of EMB are now the core of a new and separate 501(c)(4) organization called Florida Businesses for a Competitive Workforce, which is chaired by Florida Blue CEO, Patrick Geraghty, and has the goal of of passing the Florida Competitive Workforce Act.

Description In 2014, Equality Florida Institute launched TransAction Florida, a statewide initiative, led by our full-time Transgender Inclusion Director and a dynamic, diverse, statewide Advisory Board. TransAction was created to increase awareness, educate, and promote complete equality for the transgender community. Through this program, Equality Florida is uniquely positioned to counter anti-trans scare tactics with supportive messages from business, community, and faith-based leaders.
Budget $107,500
Category Civil Rights, Social Action & Advocacy, General/Other Lesbian & Gay Rights
Program Linked to Organizational Strategy Yes
Population Served Lesbian, Gays, Bisexuals, Transgendered Families Families
Short Term Success

Short term success will be measured through achievement of the projected program activities by the end of 2016:

*Continue funding second year of full-time Transgender Inclusion Director
*Promote transgender awareness, education, and equality through the Transgender Inclusion Director’s presentations at two educational events hosted by two major employers, two major economic development conferences, and one public education/awareness event.
*Train 8 key top executives to be effective advocates for equal treatment regardless of gender identity and to feel a sense of personal accountability to fight any effort to exclude those protections. Target leaders who can deliver that message in Op/Eds, public forums, and educational meetings with stakeholders.
*Host 3 earned media events exclusively highlighting existing anti-trans discrimination.
*Host 10 corporate training events led by Equality Florida Institute's Director of Transgender Inclusion. 
Long Term Success

Long term success will be measured through achievement in the following outcome areas by the end of 2016:

• Marriage and Relationship Recognition – legal and administrative steps to secure marital rights and protections in all areas of gender identity and protection.
• Adoption and Parenting – Securing rights and protections for transgender citizens to adopt and have full parental privileges.
• Non-Discrimination – Work to pass fully inclusive HRO’s in Florida and pass the Competitive Workforce Act. Partner with major employers to support these measures.
• Safe Schools – Develop and implement anti-bullying, bathroom protocols and transgender education in schools systems across Florida.
• Health and Safety – Address homelessness, suicide, violence and education of the medical community around trans inclusion.
• Ability for Transgender People to Correct the Gender Marker on Identity Documents – Develop a resource site that addresses all aspects of transition administration requirements.

Program Success Monitoring

Senior agency executives monitor the success of this program by working closely with the Transgender Inclusion Director to ensure that all essential program activities are completed and all program outcomes are achieved.

Program Success Examples

Our transgender inclusion education and outreach has expanded to include media, law enforcement, churches, universities, colleges, human resource organizations and school boards. Gina Duncan, Transgender Inclusion Director, has provided more than 50 speaking engagements and trainings for major Florida employers in the past 12 months. The demand for Ms. Duncan’s trainings continues to grow as employers recognize that this education is more timely and critical than ever. Previous participants include: Disney Companies, Darden International, Hilton International, Wells Fargo, Sodexo International, EA Sports, JetBlue Airways, and many others.

Our Transgender Resource Guide was published last year and is updated quarterly. The guide currently has over 375 entrees and 40 pages of transgender-friendly health care and mental health care providers, transition resources, support groups and organizations, and personal identification information.

Description The Safe and Healthy Schools program aims to transform entire school systems by ensuring that they invest in and take full responsibility for meeting the needs of LGBTQ (Lesbian, Gay, Bisexual, Transgender, and Questioning) students. Our first step is to create an Assessment Manual outlining professionally recognized best practices, including protocols, policies, and programs that a school system must implement in order to ensure the safety and well-being of LGBTQ students. The manual will also enable us to create a baseline measurement for each school system participating in the program, and each year we will provide a progress grade that shows how much improvement has occurred. We will also provide the technical support school districts need to implement LGBTQ student support services, and we will serve as the go-to conflict resolution resource by assisting the district in responding to the growing number of crisis calls from LGBTQ students and their parents. 
Budget $222,528
Category Civil Rights, Social Action & Advocacy, General/Other Civil Rights, Social Action & Advocacy, General/Other
Program Linked to Organizational Strategy Yes
Population Served Children and Youth (0 - 19 years) Lesbian, Gays, Bisexuals, Transgendered Lesbian, Gays, Bisexuals, Transgendered
Short Term Success

Short term success will be measured through achievement of the projected program activities by the end of school year 2016-2017:

Create a Safe Schools and Healthy Schools Assessment Manual - a comprehensive guide outlining the latest nationally recognized best practices, programs, and policies for meeting the needs of LGBTQ students, as well as a measurement tool that ranks schools districts on success in these areas.

Long Term Success

Provide technical support to school districts to strengthen recently initiated LGBTQ student support programs, and to develop and launch new programs by accessing national research and resources to ensure efficiency and impact.

Serve as the go-to conflict resolution resource for school districts, and assist in responding to the growing number of crisis calls from LGBTQ students and their parents.

Program Success Monitoring

Senior agency executives will monitor the success of this new program by working closely with the Safe and Healthy Schools Program Director to ensure that all essential program activities are completed and all program outcomes are achieved.

Program Success Examples

The Safe and Healthy Schools program will be launched in the 2016-2017 school year; as such, there are no program-specific success examples to report at this time. However, Equality Florida Institute has a long and successful history of working with school districts and LGBTQ youth agencies throughout Florida to ensure the safe and equal treatment of LGBTQ students. Statewide we have helped more than 20 school districts, home to over 60% of Florida’s students, institute anti-bullying and harassment policies inclusive of LGBTQ students. This new program builds on our previous efforts to keep LGBTQ students safe.

A strong collaboration between Equality Florida Institute, county school districts, and local LGBT youth agencies is critical to the success of the Safe and Healthy Schools program. By working together to provide the proposed activities and to meet the projected outcomes, we can meet our goal of creating an inclusive, respectful, and understanding climate for LGBTQ students

Comments
Program Comments by Organization The Equality Florida Institute serves primarily as an organization that educates the public and advocates for Florida's LGBT community, rather than as a direct-service organization. Our overarching programmatic goal is to secure full equality for Florida’s LGBT community. We believe that full equality will not come through legislation alone, but also through education and public opinion; therefore, we provide leadership trainings, volunteer opportunities, and sponsorship opportunities to engage and grow the LGBT and straight-ally community.
CEO/Executive Director
CEO/Executive Director Ms. Nadine Smith
CEO Term Start Jan 1997
CEO/Executive Director Email nadine@eqfl.org
Experience Nadine Smith has been executive director of Equality Florida since its inception in 1997, and was executive director of its predecessor, the Human Rights Task Force of Florida prior to that. She joined the organization in 1993 after serving as one of four national co-chairs on the 1993 March on Washington and taking part in the historic, first-ever meeting between LGBT leaders and a sitting U.S. president (Clinton) in the White House. During her tenure as head of Equality Florida, she has also served four terms as co-chair of the Equality Federation and served as a member of the Democratic National Committee. She has led advocacy efforts in Florida at the state level at a time of unprecedented attacks on the LGBT community, serving as Equality Florida’s lead lobbyist in Tallahassee and heading efforts to stop discriminatory legislation and ballot measures and to overturn Florida’s ban on adoption by gay and lesbian parents. Nadine has been recognized for her national and state leadership by organizations around the nation, including the National Gay and Lesbian Task Force, the Human Rights Campaign, the National Center for Lesbian Rights, the National Black Lesbian and Gay leadership Forum, etc.
Former CEOs/Executive Directors
NameTerm
Senior Staff
NameTitle
Mr. David Costa Director of Operations
Michael Farmer Deputy Director of Development
Mr. Statton Pollitzer Deputy Director
Staff & Volunteer Statistics
Full Time Staff 19
Part Time Staff 0
Staff Retention Rate % 95
Professional Development Yes
Contractors 3
Volunteers 1500
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
During our effort to ban bullying in Florida Schools we built a statewide Safe Schools coalition of nearly 100 organizations. During our struggle for Marriage Equality we built one of the largest progressive coalitions in Florida history with nearly 250 organizational members. Our business coalition includes more than 50 of Florida's top employers.
External Assessments and Accreditations
Assessment/AccreditationYear
Awards & Recognition
Award/RecognitionOrganizationYear
Nadine Smith - HonoreeNational Women's History Month Honorees2016
Stratton Pollitzer - Harvey B. Milk Foundation Honors MedalHarvey Milk Foundation2011
Risk Management Provisions
Commercial General Liability and D and O and Umbrella or Excess and Automobile and Professional
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Policies and Procedures Yes
Comments
Management Comments by Organization Equality Florida implements the Management Institute model for non-profit effectiveness. Our entire staff undergo multi-day on site management training every year.
Other Documents
Board Chair
Board Chair Mr. Ken Shelin
Company Affiliation Retired - United States Food and Drug Administration
Board Term Mar 2012 to Mar 2018
Board Chair Email kshelin@aol.com
Board Members
Board Members
NameAffiliation
Mark Anderson Retired - Credit Suisse First Boston
David Bloom Physical Advertising Works
Jeff Delmay Delmay Corporation
Victor Diaz-Herman Executive Director, Pridelines
Meryl Friedman National Gay Task Force, Gay Teachers' Association
Jon Harris Maurer Hopping Green & Sams, P.A.
Chris Rudisill Metro Wellness & Community Centers
Tricia Russell Bank of America
Ken Shelin Retired - United States Food and Drug Administration
Donn Smith UF Health-Shands Hospital
Nadine Smith Equality Florida - CEO
Michelle Stecker Rollins College
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 9
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Board Gender
Male 8
Female 4
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 3
Board Meeting Attendance % 92
Board Self-Evaluation Yes
Written Board Selection Criteria Yes
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Standing Committees
Executive
Finance
Board Governance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Comments
Governance Comments by Organization Equality Florida has a statewide board that currently includes 12 people with representatives from Sarasota, Pinellas, Hillsborough, Orange, Alachua, Leon, Broward, and Miami-Dade counties. We recognize the importance of diverse opinions and skills and place a premium on diversity of race, gender, sexual orientation, gender identity and age. Our board members serve 3 year terms, renewable once. For more information on board service with Equality Florida contact Executive Director, Nadine Smith, at nadine@eqfl.org
Fiscal Year Projections
Fiscal Year Begins 2017
Fiscal Year Ends 2017
Projected Revenue $2,575,635.00
Projected Expenses $2,563,186.00
Total Projected Revenue includes "in-kind" contributions/ donations Yes
Organization has Endowment No
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Audit/Financial Documents
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
$0$0$299,033
Government Contributions$0$0$0
Federal$0$0--
State$0$0--
Local$0$0--
Unspecified$0$0$0
Individual Contributions$2,452,534$2,011,554--
$0$0$0
$101,080$52,200$0
Investment Income, Net of Losses$1,012$205$36
Membership Dues$0$0$1,314,355
Special Events$77,292$0$0
Revenue In-Kind$433,206$933,739$147,655
Other$9,956$6$0
Expense Allocation
Fiscal Year201520142013
Program Expense$2,284,749$1,659,515$1,133,356
Administration Expense$150,601$181,553$100,573
Fundraising Expense$247,335$244,006$281,041
Payments to Affiliates$0$0--
Total Revenue/Total Expenses0.980.991.06
Program Expense/Total Expenses85%80%75%
Fundraising Expense/Contributed Revenue10%12%94%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$438,505$656,903$485,663
Current Assets$432,257$648,237$473,638
Long-Term Liabilities$0$0$0
Current Liabilities$250,663$423,490$68,450
Total Net Assets$187,842$233,413$417,213
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountContributions, gifts, grants $2,452,534Contributions, gifts, grants $2,011,554 --
Second Highest Funding Source & Dollar AmountGala events $97,800Gala Events $52,200 --
Third Highest Funding Source & Dollar AmountFundraising $77,292Investment Income $205 --
CEO/Executive Director Compensation
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities1.721.536.92
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization Because foundation and government funding for LGBT efforts continues to be far lower than for other "at risk" groups, composing less than 1% of all foundation support, we have built a statewide individual donor network of over 6,000 financial supporters. Increasing support from community foundations and government sources for a range of LGBT organizations and efforts is absolutely critical to addressing the numerous elevated risks our community faces from youth homelessness to senior poverty.
Financial Comments by Foundation Financial information taken from Federal tax returns.  Contributions include foundation and corporate support.   Value of in-kind contributions included in revenue in the financial statements.
Nonprofit Equality Florida Institute, Inc.
Address P.O. Box 13184
St. Petersburg, FL 33733
Phone 813 870-3735

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.