Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 7,385,818 | 7,690,297 | 8,011,056 | 5,308,190 | 4,857,841 | 33,253,202 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 7,385,818 | 7,690,297 | 8,011,056 | 5,308,190 | 4,857,841 | 33,253,202 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 10,457,193 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 22,796,009 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 7,385,818 | 7,690,297 | 8,011,056 | 5,308,190 | 4,857,841 | 33,253,202 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 63,907 | 75,075 | 93,353 | 66,546 | 32,192 | 331,073 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 33,584,275 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | FOR MORE THAN 30 YEARS, EQUAL MEASURE HAS PARTNERED WITH FOUNDATIONS, NONPROFITS, AND PUBLIC ENTITIES-HELPING THEM "DO EVEN BETTER" AS THEY WORK TO ADVANCE SOCIAL CHANGE. IN THIS PARTNERSHIP, WE HELP OUR CLIENTS APPLY NEW WAYS OF THINKING AND LEARNING TO ACHIEVE THEIR PROGRAM OBJECTIVES IN FIVE AREAS OF CONCENTRATION: PROGRAM DESIGN, EVALUATION, CAPACITY BUILDING, TECHNICAL ASSISTANCE, AND COMMUNICATIONS. THROUGH THESE SERVICES, EQUAL MEASURE HELPS OUR CLIENTS: IDENTIFY THE OUTCOMES THEY WANT TO ACHIEVE, AND DEVELOP STRATEGIES, PROGRAMS, INVESTMENTS, AND PRACTICES TO ATTAIN THOSE RESULTS. UNDERSTAND WHAT WORKS, AND WHY, FOR THEIR AUDIENCES, SO THEY CAN SHAPE INTERVENTIONS AND LEARNING EXCHANGES THAT ADVANCE SOCIAL IMPACT. BROADEN AND SUSTAIN THE IMPACT THEY (AND THEIR GRANTEES) CAN ACHIEVE IN THEIR COMMUNITIES. SHARPEN THE PRACTICES THAT SUPPORT THEIR PROGRAMS, INVESTMENTS, AND COMMUNITY ENGAGEMENT INITIATIVES. ARTICULATE COMPELLING, SALIENT STORIES OR NARRATIVES ABOUT ADVANCING SOCIAL CHANGE. AS A CORE COMPONENT OF THIS APPROACH, WE HELP OUR CLIENTS IDENTIFY THE ROOT CAUSES OF SOCIAL INJUSTICE FROM MULTIPLE HISTORICAL, CULTURAL, SYSTEMIC, AND STRUCTURAL POINTS OF VIEW. BLENDING THESE PERSPECTIVES PROVIDES CLIENTS WITH THE MOST NUANCED THINKING TO ACHIEVE THEIR SOCIAL CHANGE OBJECTIVES-AND ENABLES US TO HELP OUR CLIENTS MAKE THEIR COMMUNITIES STRONGER, HEALTHIER, MORE EQUITABLE, AND MORE INCLUSIVE. |
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | EQUAL MEASURE'S MISSION IS AS FOLLOWS: WE HELP OUR CLIENTS SHIFT SYSTEMS, POLICIES, AND PRACTICES TO MAKE COMMUNITIES STRONGER, HEALTHIER, MORE EQUITABLE, AND MORE INCLUSIVE. FOR MORE THAN 30 YEARS, WE HAVE PARTNERED WITH THOSE WORKING ON COMPLEX, OFTEN MESSY SOCIAL ISSUES-SUCH AS IMPROVING ACCESS TO EDUCATION, ADDRESSING HEALTH DISPARITIES, AND REVITALIZING NEIGHBORHOODS-TO HELP CREATE MORE POWERFUL, ENDURING SYSTEMS CHANGE. WE ARE PROGRAM DESIGNERS AND EVALUATORS; CAPACITY BUILDERS AND TECHNICAL ASSISTANCE PROVIDERS; AND COMMUNICATIONS PROFESSIONALS WHO KNOW THE VALUE OF NARRATIVE CHANGE. WE BALANCE PASSION WITH PRAGMATISM, THOUGHT LEADERSHIP WITH SELF-REFLECTION AND HUMILITY, AND RIGOR WITH FLEXIBILITY. AND WE ARE COMMITTED TO UPHOLDING DIVERSITY, EQUITY, AND INCLUSION INSIDE OUR ORGANIZATION, ACROSS OUR FIVE CUSTOMIZED SERVICE LINES AND IN EVERY ENGAGEMENT. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | EQUAL MEASURE IS A 26-PERSON, $7 MILLION NONPROFIT PROFESSIONAL SERVICES FIRM BASED IN PHILADELPHIA, PA. ESTABLISHED IN 1988 AS THE OMG CENTER FOR COLLABORATIVE LEARNING, WE HAVE EVOLVED INTO A GROWING ORGANIZATION THAT FOCUSES ON HELPING SOCIAL SECTOR STAKEHOLDERS-INCLUDING MAJOR PRIVATE AND COMMUNITY FOUNDATIONS, NATIONAL AND REGIONAL NONPROFITS, AND GOVERNMENT ORGANIZATIONS-DEVELOP AND IMPLEMENT IMPACTFUL SOCIAL CHANGE STRATEGIES. OUR TEAM OF MULTI-DISCIPLINARY THOUGHT LEADERS-WITH BACKGROUNDS IN EDUCATION, ECONOMICS, HEALTH, LEADERSHIP, COMMUNITY MANAGEMENT, AND HUMAN CAPITAL-OFFERS YEARS OF PRACTICAL EXPERIENCE IN PROGRAM DESIGN, EVALUATION, CAPACITY BUILDING, TECHNICAL ASSISTANCE, NONPROFIT OPERATIONS, AND STRATEGIC COMMUNICATIONS. TO LEARN MORE ABOUT EQUAL MEASURE, VISIT WWW.EQUALMEASURE.ORG. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED IN DETAIL BY THE BOARD MEMBERS PRIOR TO BOARD APPROVAL AND SUBMISSION TO IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS OF INTEREST ARE DISCLOSED IN WRITING AND REVIEWED BY THE BOARD ANNUALLY. THESE CONFLICTS OF INTERESTS INCLUDE REVIEW AND DISCLOSURE BY BOARD MEMBERS AS WELL AS STAFF. |
| FORM 990, PART VI, SECTION B, LINE 15 | FULL STAFF COMPENSATION STUDIES ARE CONDUCTED EVERY OTHER YEAR WITH THE RESULTS COMMUNICATED TO THE BOARD OF DIRECTORS. THE MOST RECENT STUDY WAS COMPLETED IN 2019 WITH POSITIVE RESULTS. THE 2019 STUDY INCLUDED REVIEW OF THE COMPENSATION PHILOSOPHY AS WELL AS A FULL BENEFIT STUDY. PERFORMANCE MANAGEMENT PROCESSES ARE IN PLACE AND PERFORMANCE IS ASSESSED EACH YEAR. PERFORMANCE IS TAKEN INTO CONSIDERATION WHEN COMPENSATION IS PRESENTED WITHIN BOARD APPROVED ANNUAL BUDGETS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 475,509. MANAGEMENT AND GENERAL EXPENSES 111,539. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 587,048. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 53,077. MANAGEMENT AND GENERAL EXPENSES 12,450. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,527. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| Software ID: | |
| Software Version: |