Equip for Equality INC FY2024 filing

Tax-deductible

Chicago, IL501(c)(3)Since 1985EIN 36-3361312

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Advance the human & civil rights of children and adults with disabilities in illinois. Administer federally mandated protection & advocacy system for state; exercise statutory powers, and serve as legal advocate and independent watchdog over public & private sectors.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $87K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
16
named funders · $1.4M
Looks good: 16 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.7M
37% of total assets
Looks good: liabilities are 37% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.2M
-2% vs prior year
Spent
$9.7M
To programs
80%
Net assets
$3.0M
By yearFY2020–FY2024
Revenue
$9.2M
FY2024▼ -2%
Revenue by fiscal year
FY2020$8.0M
FY2021$7.1M
FY2022$8.7M
FY2023$9.4M
FY2024$9.2M
FY2024$9.6M
Expenses
$9.7M
FY2024▲ +4%
Expenses by fiscal year
FY2020$7.1M
FY2021$7.9M
FY2022$8.1M
FY2023$9.3M
FY2024$9.7M
FY2024$9.4M
Net assets
$3.0M
FY2024▼ -11%
Net assets by fiscal year
FY2020$3.3M
FY2021$2.6M
FY2022$3.2M
FY2023$3.3M
FY2024$3.0M
FY2024$3.3M

From the FY2024 Form 990 (year ending September 2024) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $7.7M Management & general 20% · $1.9M Fundraising 1% · $53K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
President & CEO/Ex-Officio
$307,170Pt VII · Sec A
Chief Financial Officer
$163,232Pt VII · Sec A
VP - Civil Rights/Litigati
$147,101Pt VII · Sec A
Senior Organziational Advi
$143,846Pt VII · Sec A
VP - Special Ed Clinic
$140,213Pt VII · Sec A
VP - Independent Monitorin
$137,682Pt VII · Sec A
SR. Dir.-Human Resources
$135,933Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Zena Naiditch$317,181$307,170$292,414$294,336$243,412$222,509
James McMillan$168,213$163,232$156,054$152,892$130,819$119,557
Stacey Aschemann$161,543$137,682$127,324$106,794——
Sujatha Jagadesh Branch$159,533—————
Barry C Taylor—$147,101$156,816$154,086$143,182$130,503
Thomas G Fischer$148,234$143,846$137,517$136,873——
Deborah M Kennedy————$145,973$133,871
Olga F Pribyl$144,987$140,213$134,600$130,843$133,067$122,029

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advocates for the human and civil rights of people with disabilities in Illinois.

Provided by the organization

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3 program services account for $3.1M of program spending, described in the organization's own filed words · FY2023.
01

Protection & advocacy system for individuals with developmental disabilities in the MID-1970'S, congress established a unique, innovative, experimental initiative to safeguard the rights of people with developmental disabilities.

$1.3Mprogram expense
02

Protection & advocacy system for individuals with mental illnessin response to alarming findings of widespread abuse and neglect and fundamental rights violations in state psychiatric hospitals and other facilities that congressional hearings across the country had documented, in the MID-1980S congress expanded the role of the…

$1.1Mprogram expense
03

Protection and advocacy system for individual rightsfollowing adoption of the ada, the landmark federal civil rights law for people with disabilities, congress recognized that most individuals with disabilities would not have access to legal services to enforce their ada rights.

$758Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 16 funders$1.4M
See all 16 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$9.2M
Ln 12
Gifts and grantsLn 1h$8.8M
Fees for servicesLn 2g$347K
Investment incomeLn 3$74K
Money outPt IX
$9.7M
Ln 25
Programscol B$7.7M
Managementcol C$1.9M
Fundraisingcol D$53K
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$4.7M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
18
listed · VII A
PaidVII A7
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.8M
Government grantsLn 1e$7.4M
Fees for servicesLn 2g$347K
Investment incomeLn 3$74K
Other incomeLn 4–11$5K
Gains on assetsLn 7−$5K
Total revenueLn 12$9.2M
Assets in detailPt X, end of year
CashLn 1−$64K
SavingsLn 2$1.4M
Cash and savings togetherLn 1–2$1.3M
InvestmentsLn 11–13$824K
Land, buildings, equipmentLn 10c$117K
Other assetsLn 15$1.2M
Total assetsLn 16$4.7M
LiabilitiesLn 26$1.7M
Net assetsLn 32$3.0M
OperationsPt I, VI
EmployeesI 587
VolunteersI 6284
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.9M$1.3M
InvestmentsLn 11–13$0$824K
Land, buildings, equipmentLn 10c$37K$117K
Total assetsLn 16$5.6M$4.7M
LiabilitiesLn 26$2.2M$1.7M
Net assetsLn 32$3.3M$3.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$470K$387K$81K$2K
Other salaries and wagesLn 7$5.6M$4.6M$953K$28K
Pension plan contributionsLn 8$151K$125K$26K$766
Other employee benefitsLn 9$1.2M$1.1M$133K$4K
Payroll taxesLn 10$436K$363K$71K$2K
Accounting feesLn 11c$33K$33K
Other fees for servicesLn 11g$321K$137K$175K$10K
Office expensesLn 13$26K$16K$10K$413
Information technologyLn 14$127K$54K$73K$365
OccupancyLn 16$665K$485K$177K$3K
TravelLn 17$162K$133K$29K$413
Depreciation, depletion and amortizationLn 22$14K$14K
Other expenses (24a–d)Ln 24$492K$344K$146K$2K
Total functional expensesLn 25$9.7M$7.7M$1.9M$53K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Viewing $9.2M$9.7M−$449K$3.0M 990 PDF
FY2023 $9.4M$9.3M$104K$3.3M 990 PDF
FY2022 $8.7M$8.1M$662K$3.2M 990 PDF
FY2021 $7.1M$7.9M−$719K$2.6M 990 PDF
FY2020 $8.0M$7.1M$839K$3.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $9,209,981 across 8 lines filed
Lines not itemized here account for $1,888 of total revenue; see the IRS return.
VIII-1e Government grants$7,442,120
VIII-1f All other contributions, gifts and grants$1,342,583
VIII-1h Total contributions, gifts and grants$8,784,703
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $344,778$344,778
VIII-3 Investment incomeExcluded from tax $79,391$79,391
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$5,433−$5,433
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,654$4,654
VIII-12 Total revenueRelated to mission $351,320 · Unrelated business $0 · Excluded from tax $73,958$9,209,981
Part IX · Statement of functional expenses $9,658,865 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $387,330 · Management $80,692 · Fundraising $2,380$470,402
IX-7 Other salaries and wagesPrograms $4,576,448 · Management $953,407 · Fundraising $28,123$5,557,978
IX-8 Pension plan contributionsPrograms $124,698 · Management $25,978 · Fundraising $766$151,442
IX-9 Other employee benefitsPrograms $1,065,695 · Management $132,964 · Fundraising $4,306$1,202,965
IX-10 Payroll taxesPrograms $362,948 · Management $70,729 · Fundraising $1,993$435,670
IX-11c Accounting feesManagement $33,189$33,189
IX-11g Other fees for servicesPrograms $136,789 · Management $174,782 · Fundraising $9,505$321,076
IX-13 Office expensesPrograms $15,758 · Management $10,256 · Fundraising $413$26,427
IX-14 Information technologyPrograms $54,167 · Management $72,542 · Fundraising $365$127,074
IX-16 OccupancyPrograms $484,546 · Management $177,227 · Fundraising $3,154$664,927
IX-17 TravelPrograms $133,043 · Management $28,688 · Fundraising $413$162,144
IX-22 Depreciation, depletion and amortizationManagement $13,797$13,797
IX-24 Other expenses (24a–d)Programs $343,671 · Management $146,051 · Fundraising $2,052$491,774
IX-25 Total functional expensesPrograms $7,685,093 · Management $1,920,302 · Fundraising $53,470$9,658,865
Part X · Balance sheet $4,719,854 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $330,459−$63,516
X-2 Savings and temporary cash investmentsStart of year $2,560,472$1,402,210
X-3 Pledges and grants receivableStart of year $1,026,940$1,019,788
X-9 Prepaid expenses and deferred chargesStart of year $199,360$194,314
X-10c Land, buildings and equipment, netStart of year $37,197$117,019
X-11 Publicly traded securitiesStart of year $0$824,039
X-15 Other assetsStart of year $1,403,065$1,226,000
X-16 Total assetsStart of year $5,557,493$4,719,854
X-17 Accounts payable and accrued expensesStart of year $410,356$523,355
X-19 Deferred revenueStart of year $50,548$44,314
X-25 Other liabilitiesStart of year $1,755,386$1,174,889
X-26 Total liabilitiesStart of year $2,217,886$1,742,558
X-27 Net assets without donor restrictionsStart of year $3,002,798$2,633,895
X-28 Net assets with donor restrictionsStart of year $336,809$343,401
X-32 Total net assets or fund balancesStart of year $3,339,607$2,977,296
X-33 Total liabilities and net assetsStart of year $5,557,493$4,719,854
Part XI · Reconciliation of net assets $2,977,296 net assets at year end
XI-1 Total revenue$9,209,981
XI-2 Total expenses$9,658,865
XI-3 Revenue less expenses−$448,884
XI-4 Net assets at start of year$3,339,607
XI-5 Net unrealized gains (losses) on investments$86,574
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,977,296

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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