2023-10-02T14:17:06-05:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 043762842 TRANSGENDER LEGAL DEFENSE AND EDUCATION FUND INC TRAN 6468629396 520 EIGHTH AVENUE 2204 NEW YORK NY 10018 ANDREA HONG MARRA EXECUTIVE DIRECTOR 6468629396 2023-10-02 1 ANDREA HONG MARRA 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREA HONG MARRA 520 EIGHTH AVENUE 2204 NEW YORK NY 10018 5871611 0 X WWW.TRANSGENDERLEGAL.ORG X 2003 NY SEE FORM 990, PART III, LINE 1. 9 9 29 10 0 0 2577852 5805082 79829 14910 271 1246 -200761 -153598 2457191 5667640 0 0 0 0 1461595 2046208 0 0 492865 714035 665122 2175630 2711330 281561 2956310 2092096 5204040 108374 264008 1983722 4940032 X THE TRANSGENDER LEGAL DEFENSE AND EDUCATION FUND IS COMMITTED TO ENDING DISCRIMINATION BASED ON GENDER IDENTITY AND EXPRESSION, AND TO ACHIEVING EQUALITY FOR TRANSGENDER PEOPLE THROUGH PUBLIC EDUCATION, TEST-CASE LITIGATION, DIRECT LEGAL SERVICES AND PUBLIC POLICY EFFORTS. 0 0 612040 14910 THE IMPACT LITIGATION PROGRAM SEEKS TO EXPAND AND SAFEGUARD LEGAL PROTECTIONS FOR TRANSGENDER AND NON-BINARY PEOPLE IN FEDERAL AND STATE COURTS AS WELL AS ADMINISTRATIVE AGENCIES THROUGHOUT THE COUNTRY. THE PRIMARY FOCUS OF THE PROGRAM IS TO SECURE COMPREHENSIVE PROTECTIONS FOR TRANSGENDER AND NON-BINARY PEOPLE BY ESTABLISHING PRECEDENTS IN HEALTH CARE, EMPLOYMENT, EDUCATION, AND PUBLIC ACCOMMODATIONS AMONG OTHER ISSUES. 455462 THE NAME CHANGE PROJECT PROVIDES PRO BONO LEGAL NAME CHANGE SERVICES TO LOW-INCOME TRANSGENDER AND NONBINARY PEOPLE THROUGH PARTNERSHIPS WITH SOME OF THE MOST PRESTIGIOUS LAW FIRMS AND CORPORATE LAW DEPARTMENTS. FOR MANY TRANSGENDER PEOPLE, SECURING A LEGAL NAME CHANGE IS A SIGNIFICANT STEP TOWARDS ENSURING THEIR LEGAL IDENTITIES MATCH THEIR AUTHENTIC SELVES. TLDEF PROVIDES ITS CLIENTS WITH ACCESS TO PRO BONO LEGAL REPRESENTATION TO NAVIGATE THE PROCESS AND SUCCESSFULLY SECURE A LEGAL NAME CHANGE. 444459 THE TRANS HEALTH PROJECT TAKES A COMPREHENSIVE, SYSTEMATIC APPROACH TO EXPANDING ACCESS TO TRANSGENDER-RELATED HEALTH CARE BY EDUCATING AFFECTED INDIVIDUALS ABOUT THEIR LEGAL RIGHTS; CULTIVATING A ROBUST MOVEMENT TO ACHIEVE HEALTH CARE EQUITY; EXPANDING ENFORCEMENT OF EXISTING LEGAL PROTECTIONS; AND DRIVING CLINICAL POLICY CHANGES AMONG INSURANCE CARRIERS. 158181 THE PUBLIC EDUCATION PROGRAM LEVERAGES TLDEF'S STAFF EXPERTISE ON A RANGE OF ISSUES TO EMPOWER TRANSGENDER AND NON-BINARY PEOPLE WHO ARE OFTEN ROUTINELY SUBJECT TO DISCRIMINATION. TLDEF SEEKS TO BUILD THE COMPETENCY AND EXPERTISE OF INDIVIDUAL ATTORNEYS, LAW FIRMS, AND BUSINESS LEADERS COMMITTED TO BETTER SERVING TRANSGENDER AND NON-BINARY PEOPLE THROUGH "KNOW YOUR RIGHTS" WORKSHOPS, CORPORATE TRAININGS, AND CONTINUING LEGAL EDUCATION OPPORTUNITIES. 158181 1670142 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 21 0 1 29 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA FL GA IL MD MA MI MN NJ NY NC PA VA WI X ANDREA HONG MARRA 6468629396 520 EIGHTH AVENUE SUITE 2204 NEW YORK NY 10018 KATHERINE COOPER CO-CHAIR 2.00 X X 0 0 0 ALAINA KUPEC CO-CHAIR 2.00 X X 0 0 0 JAY AUSTIN VICE CHAIR 2.00 X X 0 0 0 MAEVE CUNNINGHAM SECRETARY 1.00 X X 0 0 0 CATHARINE HOUGH TREASURER (BEG. 12/22) 2.00 X X 0 0 0 JOANNE HERMAN TREASURER (END 12/22) 2.00 X X 0 0 0 ANDREA JENKINS DIRECTOR 1.00 X 0 0 0 SEAN MADDEN DIRECTOR 1.00 X 0 0 0 C RILEY SNORTON DIRECTOR 1.00 X 0 0 0 ANNE TOMPKINS DIRECTOR 1.00 X 0 0 0 ANDREA HONG MARRA EXECUTIVE DIRECTOR 40.00 X 216911 0 23988 MAXWELL SCALES DEPUTY EXEC. DIR. (BEG. 9/22) 40.00 X 30063 0 5272 DAVID BROWN LEGAL DIRECTOR 40.00 X 129013 0 21351 SUE LEE TROUTMAN DIRECTOR OF DEVELOPMENT 40.00 X 112952 0 20870 GABRIEL ARKLES SENIOR COUNSEL 40.00 X 110007 0 20783 598946 0 92264 4 0 1 0 0 369984 488278 4946820 33554 5805082 FEE-FOR-SERVICE 900099 14910 14910 14910 1341 1341 26629 26724 -95 -95 -95 23649 369984 177247 -153598 -153598 5667640 14910 0 -152352 276234 196253 52358 27623 1314491 885966 169324 259201 34502 19875 4752 9875 293291 174848 40807 77636 127690 76689 18659 32342 25336 7855 16184 1297 79283 79283 203115 87553 101110 14452 32053 19723 5003 7327 104561 60230 16365 27966 132487 83527 22844 26116 47284 31699 11702 3883 2821 1891 698 232 10137 5897 2099 2141 17977 13925 2551 1501 PAYROLL SERVICE FEES 9088 3622 4441 1025 PROF. DEVELOPMENT 980 589 143 248 2711330 1670142 548323 492865 1204524 3129375 575787 605048 209440 1214093 12123 77770 80242 43231 30136 37011 60086 140743 2092096 5204040 102877 179244 5497 84764 108374 264008 X 1175253 2257937 808469 2682095 1983722 4940032 2092096 5204040 2956310 0 X 0 1 X 1 0 X 755811 1032004 2626320 2577852 5805082 12797069 755811 1032004 2626320 2577852 5805082 12797069 1834089 10962980 1268 1305 388 271 1341 4573 1668 3989 5657 12807299 240243 0.85600 0.87420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80242 43231 37011 37011 LEASE LIABILITY 84764 84764 X 20783293 15115653 15115653 5667640 0 5667640 17826983 15115653 15115653 2711330 0 2711330 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, TLDEF 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 EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PRIDE & JOY 100092 98492 1600 1612 86569 PRO BONO RECOGNITION DINNER 293541 271492 22049 386 46432 7500 34748 393633 369984 23649 386 46432 1612 7500 121317 177247 -153598 X X 0 0 0 0 0 0 0 1 0 ANDREA HONG MARRA EXECUTIVE DIRECTOR 176911 0 40000 0 0 0 6507 0 17481 0 240899 0 0 0 DAVID BROWN LEGAL DIRECTOR 124013 0 5000 0 0 0 3870 0 17481 0 150364 0 0 0 PART I, LINE 7 DURING THE YEAR, THE FOLLOWING EMPLOYEES RECEIVED BONUS PAYMENTS: - ANDREA HONG MARRA $40,000 - DAVID BROWN $5,000 - SUE LEE TROUTMAN $5,000 X 5 33554 FMV 0 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 8B WITH RESPECT TO EXECUTIVE COMMITTEE MEETINGS WHICH DID MEET IN 2022, MINUTES WERE NOT MADE. UNDER TLDEF BY-LAWS, THE EXECUTIVE COMMITTEE MAY EXERCISE ALL OF THE POWERS OF THE FULL BOARD OF DIRECTORS, EXCEPT TAKING CERTAIN SPECIFIED SIGNIFICANT ACTIONS. DURING 2022, ALTHOUGH THE EXECUTIVE COMMITTEE DID MEET, IT DID NOT EXERCISE THE POWERS OF THE FULL BOARD. NO OTHER COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE & AUDIT COMMITTEE. THE RETURN WAS PROVIDED TO THE BOARD FOR REVIEW, AND THEN AFTER APPROVAL, AUTHORIZED THE EXECUTIVE DIRECTOR TO SIGN AND THE ACCOUNTANT TO E-FILE THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THE POLICY AND COMPLIANCE WITH IT ON AN ANNUAL BASIS AT BOARD MEETINGS, AND APPLIES TO ALL DIRECTORS, OFFICERS AND STAFF OF THE ORGANIZATION. IF A POTENTIAL CONFLICT OF INTEREST ARISES, COVERED PERSONS AND OTHER STAFF ARE AT ALL TIMES EXPECTED TO ERR ON THE SIDE OF CAUTION AND BRING TO THE ATTENTION OF THE GOVERNANCE AND NOMINATIONS COMMITTEE. ONCE A MEMBER OF THE GOVERNANCE AND NOMINATIONS COMMITTEE RECEIVES NOTIFICATION OF A POSSIBLE CONFLICT THAT MEMBER IMMEDIATELY BRINGS THE MATTER TO THE ATTENTION TO THE OTHER MEMBERS OF THE COMMITTEE. IN ADDITION, EACH COVERED PERSON WHO CURRENTLY SERVES AS A DIRECTOR OR OFFICER, OR AS AN EMPLOYEE OR INDEPENDENT CONTRACTOR, OR ANY PERSON WHO CURRENTLY HAS THE ABILITY TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION COMPLETES A QUESTIONNAIRE CONCERNING CONFLICTS OF INTEREST EACH YEAR OF THEIR AFFILIATION WITH THE ORGANIZATION, DISCLOSING ANY ACTUAL, POTENTIAL OR APPARENT CONFLICTS, AND AFFIRMING THAT THEY HAVE READ, UNDERSTAND, AND HAVE AND WILL CONTINUE TO ADHERE TO THIS CONFLICT POLICY. THE GOVERNANCE AND NOMINATIONS COMMITTEE EVALUATES CONFLICT DISCLOSURES AND MAKES OTHER NECESSARY INQUIRIES TO DETERMINE THE EXTENT AND NATURE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND, IF APPROPRIATE, INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE COMMITTEE REPORTS TO THE DISINTERESTED MEMBERS OF THE BOARD FOR RESOLUTION. AFTER DISCLOSURE OF THE POTENTIALLY CONFLICTING INTEREST AND ALL MATERIAL FACTS, AND AFTER ANSWERING ANY QUESTIONS, THE INTERESTED PERSON IS RECUSED FROM DELIBERATIONS AND VOTING RELATING TO THE MATTER AND REFRAINS FROM ATTEMPTING TO INFLUENCE OTHER DECISION-MAKERS RELATING TO THE MATTER. HOWEVER, AS A MEMBER OF THE BOARD OR COMMITTEE, AN INTERESTED DIRECTOR MAY BE COUNTED IN DETERMINING THE ESTABLISHMENT OF THE QUORUM AT A MEETING RELATING TO THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEW AND APPROVE COMPENSATION FOR THE EXECUTIVE DIRECTOR AS PART OF THE ANNUAL BUDGETING PROCESS AND IS NOTED IN THE MEETING MINUTES. THE EXECUTIVE DIRECTOR'S COMPENSATION IS SET WITH CONSIDERATION OF COMPARABLE SALARIES. THE LAST COMPENSATION REVIEW TOOK PLACE DECEMBER 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.