2024-09-27T08:19:47-05:00 2023-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2023-01-01 237395681 LAMBDA LEGAL DEFENSE & EDUCATION FUND INC LAMB 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 AMANDA WYATT CFO 2128098585 2024-09-25 1 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2024-09-25 2023 2024-10-15 13:58:12Z AMANDA WYATT 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 60762989 0 X WWW.LAMBDALEGAL.ORG X 1973 NY THE LAMBDA LEGAL DEFENSE AND EDUCATION FUND, INC. ("LAMBDA LEGAL") IS A NATIONAL ORGANIZATION COMMITTED TO ACHIEVING FULL RECOGNITION OF THE CIVIL RIGHTS OF LESBIANS, GAY MEN, BISEXUALS, TRANSGENDER PEOPLE AND ANYONE WITH HIV THROUGH IMPACT LITIGATION, EDUCATION AND PUBLIC POLICY WORK. 32 32 150 32 0 0 23627425 31514240 569675 139534 -2073688 4310313 -188881 -599518 21934531 35364569 5000 5000 0 0 14525745 15109086 294615 786635 6005003 10347419 9817082 25172779 25717803 -3238248 9646766 44443289 54041188 8896652 9646688 35546637 44394500 X THE LAMBDA LEGAL DEFENSE AND EDUCATION FUND, INC. IS A NATIONAL ORGANIZATION COMMITTED TO ACHIEVING FULL RECOGNITION OF THE CIVIL RIGHTS OF LESBIANS, GAY MEN, BISEXUALS, TRANSGENDER PEOPLE AND ANYONE LIVING WITH HIV THROUGH IMPACT LITIGATION, EDUCATION AND PUBLIC POLICY WORK. 0 0 10010341 5000 147668 FOR MORE THAN 50 YEARS, LAMBDA LEGAL HAS BEEN THE NATION'S LARGEST LEGAL ADVOCACY ORGANIZATION WORKING TO ADVANCE AND PROTECT THE CIVIL RIGHTS OF LESBIAN, GAY, BISEXUAL, TRANSGENDER, AND QUEER (LGBTQ+) PEOPLE AND EVERYONE LIVING WITH HIV THROUGH LITIGATION, POLICY ADVOCACY AND PUBLIC EDUCATION EFFORTS AT THE FEDERAL, STATE, AND LOCAL LEVELS. IN 2023, 510 ANTI-LGBTQ+ BILLS WERE INTRODUCED ACROSS 47 STATES, WITH 84 ENACTED IN 23 STATES. 74% OF THESE BILLS TOOK AIM AT TRANSGENDER AND NONBINARY AMERICANS, INCLUDING NEW LEGISLATION TARGETING DRAG BANS, DEFINING "SEX" IN A WAY THAT ERASES TRANSGENDER AND NONBINARY PEOPLE, AND LIMITING OR CRIMINALIZING ACCESS TO FACILITIES CONSISTENT WITH ONE'S GENDER IDENTITY. WE WERE FORCED ONTO THE DEFENSIVE IN MANY PLACES AND HAD TO FILE SUITS RAPIDLY TO COUNTER THESE NEW LAWS, WITH OUR CASE LOAD RISING TO 77 CASES IN 29 STATES BY DECEMBER 2023. ALMOST EXACTLY HALF OF THESE CASES (39) INVOLVE DEFENDING THE RIGHTS OF YOUNG PEOPLE CONSISTENT WITH LAMBDA LEGAL'S STRATEGIC PLAN PRIORITIES. OUR 2023 LITIGATION AND POLICY WORK CONTINUED TO ALIGN WITH THE TWO TOP PROGRAMMATIC PRIORITIES OF OUR 5-YEAR STRATEGIC PLAN: (1) WINNING NEW PROTECTIONS FOR THE MOST VULNERABLE IN OUR COMMUNITY TO SECURE FULL LEGAL AND LIVED EQUALITY, AND (2) DEFENDING OUR COMMUNITY FROM ATTACKS DESIGNED TO ROLL BACK OUR RIGHTS.THESE ATTACKS ON THE LGBTQ+ COMMUNITY STRETCH THE IMAGINATION IN THEIR CRUELTY. STATE LEGISLATION TARGETING TRANSGENDER AND NONBINARY PEOPLE FOR DISCRIMINATION EXPLODED: PROPOSALS TO INVESTIGATE FAMILIES OF TRANSGENDER CHILDREN, EFFORTS TO BAR OR CRIMINALIZE HEALTHCARE FOR TRANSGENDER YOUTH, PROHIBIT ACCESS TO GENDER-APPROPRIATE FACILITIES LIKE RESTROOMS, RESTRICT TRANSGENDER STUDENTS' ABILITY TO FULLY PARTICIPATE IN SCHOOL AND SPORTS, OR TO PUT MORE ROADBLOCKS IN PLACE FOR TRANSGENDER PEOPLE SEEKING IDENTITY DOCUMENTS WITH THEIR CORRECT NAME AND GENDER. BECAUSE WE BELIEVE THAT NO FAMILY SHOULD FEAR A KNOCK AT THEIR DOOR BY CHILD PROTECTIVE SERVICES FOR LOVING AND SUPPORTING A TRANSGENDER OR NONBINARY CHILD, MUCH LESS ENDURE A POLITICALLY MOTIVATED INVESTIGATION THAT COULD LEAD TO FAMILY SEPARATION OR AN INTERRUPTION OF LIFESAVING, GENDER-AFFIRMING CARE FOR AN ADOLESCENT, LAMBDA LEGAL HAS PURSUED LITIGATION AND SUPPORTED POLICY CHANGES TO PROTECT LGBTQ+ YOUTH AND THEIR FAMILIES. IN STATE HOUSES AND COURT ROOMS AROUND THE COUNTRY, WE ADVOCATED FOR ACCESS TO GENDER-AFFIRMING HEALTHCARE, ACCURATE IDENTITY DOCUMENTS, EMPLOYMENT SECURITY, AND GENDER-APPROPRIATE RESTROOMS, ALL OF WHICH HAVE SIGNIFICANT IMPACT ON THE MENTAL WELL-BEING OF TRANSGENDER YOUTH AND ADULTS. WE FILED A LAWSUIT IN MONTANA STATE COURT CHALLENGING A BAN ON TRANSGENDER YOUTH ACCESSING GENDER-AFFIRMING CARE, IN WHICH WE ASSERTED THAT THE LAW VIOLATES PLAINTIFFS' RIGHTS UNDER THE MONTANA CONSTITUTION, INCLUDING THE RIGHT TO EQUAL PROTECTION, PRIVACY, HEALTH, DIGNITY, SPEECH AND EXPRESSION, AND THE RIGHT OF PARENTS TO MAKE DECISIONS ABOUT THEIR CHILDREN'S HEALTH CARE THAT ARE CONSISTENT WITH THEIR CHILDREN'S WISHES AND MEDICAL STANDARDS OF CARE. WE CHALLENGED AN OKLAHOMA LAW BANNING MEDICALLY NECESSARY HEALTHCARE FOR TRANSGENDER YOUTH, IN WHICH WE ARGUED THAT THE BAN DISCRIMINATED AGAINST TRANSGENDER YOUTH BASED ON SEX AND TRANSGENDER STATUS, AND UNLAWFULLY INTERFERED WITH PARENTS' RIGHTS TO MAKE DECISIONS ABOUT THEIR CHILDREN'S HEALTH CARE THAT ARE CONSISTENT WITH THEIR CHILDREN'S WISHES AND MEDICAL STANDARDS OF CARE. THE TENNESSEE LEGISLATURE ENACTED A RAFT OF ANTI-TRANSGENDER BILLS SIGNED INTO LAW BY GOVERNOR BILL LEE THAT BANNED TRANSGENDER YOUTH FROM PARTICIPATING IN SPORTS; CRIMINALIZED THE PROVISION OF GENDER-AFFIRMING MEDICAL CARE FOR TRANS ADOLESCENTS; BANNED DRAG PERFORMANCES; AND REQUIRED BUSINESSES TO POST SIGNS IF THEY ALLOW TRANSGENDER PEOPLE TO USE THE CORRECT BATHROOMS. THE LATTER TWO HAVE BEEN FOUND UNCONSTITUTIONAL BY FEDERAL COURTS. LAMBDA LEGAL INITIATED AND/OR SUPPORTED LITIGATION TO PROTECT THE RIGHTS OF LGBTQ+ YOUTH IN YOUTH CARE SYSTEMS AND CHALLENGED LAWS THAT TARGET LGBTQ+ AND TGNC YOUTH. WE SUED THE STATE OF NORTH CAROLINA TO BLOCK IMPLEMENTATION OF A DISCRIMINATORY LAW BANNING THE PROVISION OF MEDICALLY NECESSARY CARE FOR TRANSGENDER NORTH CAROLINA YOUTH. ADDRESSING PERHAPS THE MOST EGREGIOUS INSTANCE OF STATE INTERFERENCE, WE CONTINUED OUR SUCCESSFUL RESPONSE TO TEXAS GOVERNOR GREG ABBOTT'S DIRECTIVE IN FEBRUARY 2022 DECLARING GENDER-AFFIRMING HEALTH CARE TO BE "CHILD ABUSE AND DIRECTING THE TEXAS DEPARTMENT OF FAMILY AND PROTECTIVE SERVICES (DFPS) TO INVESTIGATE THE PROVISION OF MEDICALLY NECESSARY LIFESAVING HEALTH CARE FOR TRANSGENDER YOUTH AS CHILD ABUSE; DURING 2023, WE PROTECTED IMPACTED FAMILIES WITH MULTIPLE LAWSUITS AND OTHER ESSENTIAL SUPPORT. IN FLORIDA, WE PREVAILED IN OUR LAWSUIT, DEKKER, ET AL., V. WEIDA, ET AL., CHALLENGING A RULE PROHIBITING MEDICAID FROM COVERING GENDER AFFIRMING MEDICAL CARE, INCLUDING FOR MINORS, AND THE JUDGE USED THE FINDINGS IN DEKKER AS PART OF HIS RULING ENJOINING FLORIDA'S STATUTORY BAN ON GENDER AFFIRMING MEDICAL CARE. MEANWHILE, LAMBDA LEGAL ASKED THE SUPREME COURT OF THE UNITED STATES TO BLOCK A TENNESSEE LAW WHICH WOULD PROHIBIT MEDICAL PROVIDERS FROM TREATING TRANSGENDER YOUTH WITH EVIDENCE-BASED GENDER-AFFIRMING MEDICAL TREATMENT. CONCERNING DISCRIMINATORY EFFORTS TO CENSOR INFORMATION ABOUT LGBTQ+ PEOPLE IN EDUCATION SETTINGS, OUR CHALLENGE TO IOWA'S SO-CALLED "DON'T SAY GAY OR TRANS" LAW, IOWA SAFE SCHOOLS V. REYNOLDS, SECURED A PRELIMINARY INJUNCTION BLOCKING IMPLEMENTATION OF MUCH OF THAT LAW WHILE THE CASE CONTINUES, AND OUR LEGAL TEAM SHOWS THE HARMFUL REPERCUSSIONS FOR STUDENTS IN THAT STATE. WE CONTINUED TO CREATE AND DEPLOY INNOVATIVE COMMUNICATIONS STRATEGIES TO EDUCATE AMERICANS ABOUT THE NEGATIVE CONSEQUENCES OF THIS TYPE OF DISCRIMINATORY LEGISLATION, SO THAT WE CAN REACH IMPACTED STUDENTS AND THEIR FAMILIES. WE CONTINUED OUR ONGOING FIGHT TO ENSURE THAT TRANSGENDER AND NONBINARY PEOPLE CAN OBTAIN GOVERNMENT IDENTITY DOCUMENTS WITH ACCURATE GENDER MARKERS, BUT WE FACED SOME HEADWINDS. LAMBDA LEGAL URGED THE U.S. COURT OF APPEALS FOR THE SIXTH CIRCUIT TO REVERSE A DISTRICT COURT RULING UPHOLDING TENNESSEE'S DISCRIMINATORY BIRTH CERTIFICATE POLICY, WHICH DOES NOT ALLOW TRANSGENDER PEOPLE BORN IN TENNESSEE TO CORRECT THE GENDER MARKER ON THEIR BIRTH CERTIFICATES, LEAVING THEM GRAPPLING WITH INCONSISTENT GOVERNMENT IDENTITY DOCUMENTS AND FORCIBLY DISCLOSING THEIR TRANSGENDER STATUS. TENNESSEE IS ONE OF ONLY A HANDFUL OF STATES LEFT IN THE COUNTRY THAT STILL CATEGORICALLY PROHIBIT TRANSGENDER PEOPLE FROM CORRECTING THEIR BIRTH CERTIFICATES TO ACCURATELY REFLECT THEIR IDENTITY. IN A RELATED DEVELOPMENT, IN AUGUST 2023, A FEDERAL JUDGE GRANTED KANSAS ATTORNEY GENERAL KOBACH'S REQUEST TO MODIFY A CONSENT JUDGMENT SECURED BY LAMBDA LEGAL IN 2019 THAT ALLOWED TRANSGENDER PEOPLE TO CORRECT THE GENDER MARKERS ON THEIR BIRTH CERTIFICATES. OUR YOUTH IN OUT-OF-HOME CARE PROJECT (YOHCP) CONTINUED PREPARATIONS FOR THE 2024 RELEASE OF OUR SAFE HAVENS REPORT, WHICH WILL OFFER A COMPREHENSIVE ARRAY OF RESOURCES ACROSS MULTIPLE MEDIA FORMATS AND PLATFORMS, OFFERING ADVOCATES, POLICYMAKERS, AND PROVIDERS THE INFORMATION AND STRATEGIES NECESSARY TO PROMOTE WELL-BEING FOR TGNB YOUTH IN CHILD WELFARE, JUVENILE JUSTICE, AND HOMELESS SYSTEMS NATIONWIDE. YOHCP AND OUR FAIR COURTS PROJECT OFFERED TRAINING WORKSHOPS TO NEARLY 3,000 JUDGES, ATTORNEYS, COURT PERSONNEL AND CHILD WELFARE ADVOCATES TO SUPPORT THEIR WORK IN PROTECTING AND ADVANCING LGBTQ+ YOUTH RIGHTS. THE UNITED STATES COURT OF APPEALS FOR THE FOURTH CIRCUIT GRANTED A REQUEST TO STAY A LOWER COURT DECISION IN A CASE CHALLENGING WEST VIRGINIA'S CRUEL AND DISCRIMINATORY BAN ON YOUNG TRANSGENDER ATHLETES, WHICH ALLOWED OUR CLIENT BECKY PEPPER-JACKSON TO TRY OUT FOR HER SCHOOL'S SPRING TRACK AND FIELD TEAM. ALTHOUGH, THE WV ATTORNEY GENERAL PURSUED U.S. SUPREME COURT REVIEW OF THE U.S. COURT OF APPEALS RULING, THE SUPREME COURT REJECTED THAT EFFORT TO BLOCK THIS 12-YEAR-OLD TRANSGENDER GIRL FROM CONTINUING TO PARTICIPATE IN SCHOOL SPORTS WITH HER PEERS ALONG A 7-2 VOTE. LAMBDA LEGAL'S HIV PROJECT CONTINUED TO FOCUS ON REFORMING OUTDATED AND UNFAIR HIV CRIMINALIZATION LAWS; ADVANCING SCIENCE OVER STIGMA IN WORKPLACE DISCRIMINATION THROUGH CONTINUED LITIGATION ON BEHALF OF PLWH UNFAIRLY DENIED A JOB BASED ON THEIR HIV STATUS; AND IMPROVING ACCESS TO AND HEALTHCARE EQUITY FOR PLWH. WE LED STATE AND FEDERAL COALITIONS WITH THE GOAL OF REFORMING CRIMINAL LAWS BY REPEALING OR MODERNIZING HIV CRIMINAL STATUTES. RATHER THAN PREVENTING THE SPREAD OF HIV, THESE LAWS DO THE OPPOSITE BY STIGMATIZING HIV, DISCOURAGES INDIVIDUALS FROM KNOWING THEIR STATUS AND ACCESSING MEDICAL TREATMENT. 5926655 OUR LEGAL WORK IS SUPPORTED BY EXPANSIVE PUBLIC EDUCATION AND COMMUNICATION EFFORTS THAT ALLOW US TO REACH A WIDE RANGE OF AUDIENCES ACROSS MULTIPLE CHANNELS THROUGHOUT THE YEAR. OUR COMMUNICATIONS DEPARTMENT'S EXPERTISE IN PRINT, BROADCAST, AND SOCIAL MEDIA HELPS LAMBDA LEGAL TO REACH NOT JUST MEMBERS OF THE LGBTQ+ COMMUNITY AND ALL THOSE LIVING WITH HIV, BUT ALSO EXTENDS TO OPINION SHAPERS, LAWMAKERS, AND MEMBERS OF THE LEGAL COMMUNITY.WE MAINTAINED A ROBUST ONLINE PRESENCE THAT PROVIDED COMPREHENSIVE RESOURCES, TIMELY NEWS, ANALYSIS, AND COMMENTARY ACROSS MULTIPLE PLATFORMS, INCLUDING OUR WEBSITE, AS WELL AS FACEBOOK, TWITTER, INSTAGRAM, YOUTUBE, MEDIUM AND OTHER SOCIAL MEDIA CHANNELS. THROUGH THESE PLATFORMS, LAMBDA LEGAL HAS PUBLISHED HUNDREDS OF PIECES OF CONTENT THAT CAN REACH OVER A MILLION OR MORE PEOPLE EVERY WEEK. THESE COMBINED EFFORTS GENERATE TENS OF THOUSANDS OF NEWS STORIES ANNUALLY AND ADVANCE OUR GOAL OF INCREASING AWARENESS OF THE CHALLENGES LGBTQ+ PEOPLE FACE AND OUR WORK TO ALLEVIATE THOSE CHALLENGES, AS WELL AS GREATER UNDERSTANDING WITHIN THE LGBTQ+ COMMUNITY OF THEIR LEGAL RIGHTS. WHERE POSSIBLE, WE USE ATTENTION AROUND OUR LITIGATION AND POLICY EFFORTS TO PROMOTE BROADER PUBLIC EDUCATION ON IMPORTANT ISSUES. FOR EXAMPLE, OUR HIV WORK PROMOTES OUR LARGER EFFORT TO DRIVE POLICY INFORMED BY "SCIENCE, NOT STIGMA." WE DO PUBLIC EDUCATION BUILDING ON OUR CASES ON BEHALF OF TRANSGENDER YOUTH AND THEIR FAMILIES TO SUPPORT GREATER UNDERSTANDING AND EMPATHY FOR THIS VULNERABLE POPULATION. OUR CASES CHALLENGING EFFORTS TO DILUTE NONDISCRIMINATION PROTECTIONS AGAINST ANTI-LGBTQ+ DISCRIMINATION THROUGH THE USE OF RELIGION AND SPEECH-BASED ARGUMENTS CONTRIBUTE TO A LARGER EFFORT TO PROMOTE AWARENESS OF THE ONGOING PROBLEM OF DISCRIMINATION AND THE NEED FOR ROBUST PROTECTIONS AT ALL LEVELS OF GOVERNMENT. LAMBDA LEGAL'S ATTORNEYS AND OTHER STAFF ATTEND AND SPEAK FREQUENTLY AT LOCAL, REGIONAL, AND NATIONAL CONFERENCES AND OTHER PUBLIC EVENTS, IN ADDITION TO VIRTUAL PARTICIPATION VIA PLATFORMS CREATED BY LAMBDA LEGAL ON OUR SOCIAL MEDIA CHANNELS TO ENSURE CONTINUITY IN OUR PUBLIC EDUCATION EFFORTS. 15936996 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 121 0 1 150 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT FL GA IL KS KY LA MA HI ID IN IA ME MD MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X AMANDA WYATT CFO 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053919 ADONICA WADA DIRECTOR 2.00 X 0 0 0 ALAN YORK DIRECTOR 2.00 X 0 0 0 AMBER WHITTINGTON DIRECTOR 2.00 X 0 0 0 ANGEL BURGOS DIRECTOR (OUTGOING) 2.00 X 0 0 0 ANGELA LIM DIRECTOR 2.00 X 0 0 0 ANNE WHITE DIRECTOR 2.00 X 0 0 0 BECK FINEMAN DIRECTOR (OUTGOING) 2.00 X 0 0 0 BETH MEYERSON DIRECTOR (OUTGOING) 2.00 X 0 0 0 BETSY BERNARD DIRECTOR 2.00 X 0 0 0 CARL JONES JR DIRECTOR (OUTGOING) 2.00 X 0 0 0 CONNIE MONTOYA DIRECTOR (OUTGOING) 2.00 X 0 0 0 CYNTHIA HILL DIRECTOR 2.00 X 0 0 0 DAVID ORTIZ DIRECTOR 2.00 X 0 0 0 DEBORAH MCMURRAY DIRECTOR 2.00 X 0 0 0 DIANE BELL DIRECTOR 2.00 X 0 0 0 ERIC JOHNSON DIRECTOR 2.00 X 0 0 0 FRED SMITH VICE CHAIR 2.00 X X 0 0 0 HEATHER STEARNS DIRECTOR 2.00 X 0 0 0 IAN TZENG DIRECTOR 2.00 X 0 0 0 JAMES DALE DIRECTOR 2.00 X 0 0 0 JOANNE HERMAN DIRECTOR 2.00 X 0 0 0 JOHN BLAZEK DIRECTOR 2.00 X 0 0 0 JOHN RICCARDI DIRECTOR 2.00 X 0 0 0 JORDAN HEINZ DIRECTOR 2.00 X 0 0 0 JULIUS CARTER DIRECTOR 2.00 X 0 0 0 KECIA REYNOLDS DIRECTOR 2.00 X 0 0 0 KELLEY CORNISH DIRECTOR 2.00 X 0 0 0 KEVIN HAGER DIRECTOR 2.00 X 0 0 0 LAUREN MUTTI CHAIR 2.00 X X 0 0 0 LINDA ELLIOTT DIRECTOR 2.00 X 0 0 0 MADELEINE MCDONOUGH DIRECTOR 2.00 X 0 0 0 MAUREEN BENNETT DIRECTOR 2.00 X 0 0 0 MICHAEL ANGELO SECRETARY 2.00 X X 0 0 0 MICHELLE RILEY VICE-CHAIR 2.00 X X 0 0 0 NADIA DUGAL DIRECTOR 2.00 X 0 0 0 PATRICK O'KEEFFE DIRECTOR (OUTGOING) 2.00 X 0 0 0 RICHARD WESTER DIRECTOR 2.00 X 0 0 0 ROBERT GARCIA DIRECTOR 2.00 X 0 0 0 STEVE THORNTON TREASURER 2.00 X X 0 0 0 WANDA FRENCH-BROWN DIRECTOR 2.00 X 0 0 0 WILLIAM HARDIN DIRECTOR 2.00 X 0 0 0 YEMI A ADEGBONMIRE DIRECTOR (OUTGOING) 2.00 X 0 0 0 AMANDA WYATT CFO 40.00 X 211005 0 35427 JOHN E ROANE COO 40.00 X 251578 0 40147 KEVIN JENNINGS CEO 40.00 X 451542 0 66840 CRYSTAL COSTELLO CHIEF OF PEOPLE AND CULTURE 40.00 X 164843 0 67370 GILLIAN M POWER CTO 40.00 X 207063 0 81407 JENNIFER CAROL PIZER CHIEF LEGAL OFFICER 40.00 X 271376 0 39413 JOSHUA PUSHKIN CDO 40.00 X 350278 0 41284 MARCO CHAN CHIEF OF PLAN & PROG MGMT 40.00 X 193239 0 34804 CAMILLA TAYLOR DIR. FOR LITIGATION 40.00 X 218957 0 44612 GREG NEVINS SR COUNSEL 40.00 X 177128 0 23269 KAREN LOEWY SR COUNSEL, DIR CONST LAW PRAC 40.00 X 175857 0 66371 KRISTINE ANDREA KIPPINS DIR. FOR POLICY 40.00 X 205750 0 35418 WILLARD L DUMAS III DIR. OF LEADERSHIP GIFTS 40.00 X 185703 0 34535 3064319 0 610897 57 0 1 0 PROSKAUER ROSE LLP 11 TIMES SQUARE NEW YORK NY 10036 LEGAL FEES 1034122 ALLEGIANCE GROUP PO BOX 9132 FARGO ND 58106 CONSULTANT 553658 SV PRODUCTIONS LLC 10 HALLETTS PT APT 607 ASTORIA NY 11102 EVENT CONSULTANT 351252 LIPTON STRATEGIES LLC 949 LARRABEE STE 211 WEST HOLLYWOOD CA 90069 CONSULTANT 313747 BDO USA LLP 5300 PATTERSON AVE SE SUITE 100 GRAND RAPIDS MI 49512 CONSULTANT 290628 5 5702756 471020 25340464 1595383 31514240 ATTORNEY FEES 541100 139534 139534 139534 578698 578698 28079743 24348128 3731615 3731615 3731615 442640 5702756 1050292 -607652 -607652 OTHER REVENUE 900099 7284 7284 SPEAKER REVENUE 900099 850 850 8134 35364569 147668 0 3702661 5000 5000 2597181 965375 1292974 338832 9254073 6144280 922577 2187216 383347 261307 12820 109220 1972636 1285394 147374 539868 901849 543300 135573 222976 1126660 1126660 5702 5702 786635 786635 131872 131872 1310122 1074546 235576 2425196 1934713 191380 299103 1558521 1019652 189711 349158 1009070 750008 53926 205136 10976 8158 587 2231 197360 129035 24061 44264 107100 70023 13056 24021 SPECIAL EVENT EXPENSES 830107 830107 BAD DEBT EXPENSE 370100 370100 DUES AND SUBSCRIPTIONS 302912 253485 16129 33298 DIRECT CASE EXPENSES 274869 274042 827 156515 86316 38088 32111 25717803 15936996 3775804 6005003 X 6139284 7298272 2924173 5850718 4257166 8626238 404940 13402 428481 642154 2499609 1265459 990120 1234150 20950927 20689770 35551 8348198 9650933 44443289 54041188 2183088 2127458 25375 43450 6688189 7475780 8896652 9646688 X 28698362 30018405 6848275 14376095 35546637 44394500 44443289 54041188 X 9646766 -838377 39474 X X 0 1 X 1 0 X 15187411 24661820 35540607 23627425 31314240 130331503 15187411 24661820 35540607 23627425 31314240 130331503 10621292 119710211 384397 237256 359843 388786 578698 1948980 893902 97672 4143 540741 650774 2187232 134467715 2643990 0.89030 0.87270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REV - 2019 AMOUNT: $ 43,637. 2020 AMOUNT: $ 13,607. 2021 AMOUNT: $ 2,093. 2022 AMOUNT: $ 17,256. 2023 AMOUNT: $ 7,284. FUNDRAISING EVENT INCOME - 2019 AMOUNT: $ 800,265. 2020 AMOUNT: $ 2,550. 2022 AMOUNT: $ 508,185. 2023 AMOUNT: $ 642,640. INSURANCE PROCEEDS - 2019 AMOUNT: $ 50,000. SPEAKER REVENUE - 2020 AMOUNT: $ 8,675. 2021 AMOUNT: $ 2,050. 2022 AMOUNT: $ 15,300. 2023 AMOUNT: $ 850. ADVERTISING REFUND - 2020 AMOUNT: $ 72,840. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5257 445 5702 25712101 25717803 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 4366 456021 5806 5702 471895 250000 250000 250000 250000 1000000 1500000 3484 5611 2701 5257 17053 PART II-A LINE 1 AND 2: DIRECT: OUR DIRECT LOBBYING INVOLVES COMMUNICATION DIRECTLY WITH A LEGISLATOR THAT EXPRESSES A VIEW ABOUT SPECIFIC NOMINATION OR ABOUT SPECIFIC LEGISLATION. FOR EXAMPLE, WE MEET WITH SENATE OFFICES TO EXPRESS OUR VIEW ABOUT JUDICIAL NOMINEES AND WITH CONGRESS AND STATE LEGISLATURES MORE GENERALLY ABOUT LEGISLATION. THE HOURS THAT ARE SPENT IN PREPARING FOR THIS COMMUNICATION ARE COUNTED AND INCLUDED, BUT ARE NOT LIMITED TO, STAFF TIME SPENT ON MEETINGS TO DISCUSS STRATEGY, RESEARCH AND WRITING, AS WELL AS THE TIME THAT ACTUALLY GOES INTO THE CONVERSATION/EMAIL/PHONE CALL OR OTHER FORM OF COMMUNICATION. GRASSROOTS: OUR GRASSROOTS LOBBYING CONSISTS OF A COMMUNICATION WITH THE PUBLIC THAT EXPRESSES A VIEW ABOUT A SPECIFIC NOMINATION OR LEGISLATION AND THAT INCLUDES A CALL TO ACTION. AS PART OF THAT WORK, WE HAVE TO PREPARE FOR THE MEETING, SPEND STAFF TIME ON STRATEGY MEETINGS, RESEARCH, WRITING, CREATING, AS WELL AS THE TIME THAT ACTUALLY GOES INTO THE TRANSMISSION OF THE COMMUNICATION TO THE PUBLIC. NOTE: "COMMUNICATION" MEANS A CONVERSATION IN PERSON, PHONE, LETTER, SOCIAL MEDIA OR OTHER MEDIUM TO CONVEY A MESSAGE. 8740901 1861740 -7322346 3280295 11171088 106900 -2537087 8740901 9318489 1852599 11171088 8345547 972942 9318489 10004390 1415171 3074014 8345547 0.20040 0.22270 0.57690 1 0 736597 491537 245060 692113 598508 93605 1070899 175414 895485 1234150 ASSETS HELD FOR GIFT ANNUITIES 2486520 BENEFICIAL INTEREST IN TRUSTS 1263008 SECURITY DEPOSITS 278672 RIGHT OF USE ASSET 5622733 9650933 LIABILITES UNDER GIFT ANNUITIES 1285008 LEASE LIABILITY 6190772 7475780 X 43453582 -838377 9889369 -830107 8220885 35232697 131872 131872 35364569 34645193 9889369 9889369 24755824 131872 830107 961979 25717803 PART V, LINE 4: EARNINGS HAVE BEEN RETAINED IN THE ENDOWMENT TO ALLOW THE BALANCE TO GROW. THE ORGANIZATION PLANS ON USING EARNINGS FOR PROGRAMMATIC PURPOSES IN THE FUTURE. PART X, LINE 2: LAMBDA LEGAL BELIEVES IT HAS NO UNCERTAIN INCOME TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 ("INCOME TAXES"), WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES -830,107. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES 830,107. X X X X X X 1 ALLEGIANCE FUNDRAISING 4840 AMBER VALLEY PKWY S STE C FARGO ND 58104 MEMBERSHIP & DIRECT MAIL CONSULTING 0 2189396 553658 1635739 EVENT MANAGEMENT GROUP INC 411 EAST 83RD STREET SUITE 3F NEW YORK NY 10028 SPECIAL EVENT FUNDRAISING 0 1907167 186977 1720190 RISING TIDE DIRECT 233 NEEDHAM ST NEWTON MA 02464 MEMBERSHIP & DIRECT MAIL CONSULTING 0 907215 46000 861215 5003778 786635 4217144 AK AL AR AZ CA CO CT FL GA IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OK OH OR PA RI SC TN UT VA WA WI WV HI DC NV NY LIBERTY AWARD 1907167 1775077 132090 161260 201508 47556 SF - BON FOSTER 747099 706219 40880 27869 71216 3425 11 3491130 3221460 269670 108754 371761 56943 6145396 5702756 442640 297883 644485 107924 1050292 -607652 X X 0 0 0 1 0 0 0 1 0 KEVIN JENNINGS CEO 394227 0 55853 0 1462 0 19214 0 47626 0 518382 0 0 0 JOSHUA PUSHKIN CDO 305513 0 44485 0 280 0 21493 0 19791 0 391562 0 0 0 JENNIFER CAROL PIZER CHIEF LEGAL OFFICER 270188 0 0 0 1188 0 21984 0 17429 0 310789 0 0 0 JOHN E ROANE COO 250390 0 0 0 1188 0 20298 0 19849 0 291725 0 0 0 GILLIAN M POWER CTO 206649 0 0 0 414 0 11154 0 70253 0 288470 0 0 0 CAMILLA TAYLOR DIR. FOR LITIGATION 218543 0 0 0 414 0 15107 0 29505 0 263569 0 0 0 AMANDA WYATT CFO 210843 0 0 0 162 0 13617 0 21810 0 246432 0 0 0 KAREN LOEWY SR COUNSEL, DIR CONST LAW PRAC 175618 0 0 0 239 0 3816 0 62555 0 242228 0 0 0 KRISTINE ANDREA KIPPINS DIR. FOR POLICY 205570 0 0 0 180 0 13352 0 22066 0 241168 0 0 0 CRYSTAL COSTELLO CHIEF OF PEOPLE AND CULTURE 164723 0 0 0 120 0 7088 0 60282 0 232213 0 0 0 MARCO CHAN CHIEF OF PLAN & PROG MGMT 193081 0 0 0 158 0 14836 0 19968 0 228043 0 0 0 WILLARD L DUMAS III DIR. OF LEADERSHIP GIFTS 185316 0 0 0 387 0 10153 0 24382 0 220238 0 0 0 GREG NEVINS SR COUNSEL 176459 0 0 0 669 0 3720 0 19549 0 200397 0 0 0 PART I, LINE 5 THE BONUS STRUCTURE FOR THE CHIEF DEVELOPMENT OFFICER INCLUDES A TARGET FOR REVENUE METRICS. PART I, LINE 7 BONUSES ARE SUBMITTED BY THE EXECUTIVE TEAM (EACH DEPT. HEAD) TO THE CEO. THE CEO APPROVES BONUSES. THE CEO'S BONUS IS REVIEWED AND APPROVED BY THE BOARD OR A BOARD COMMITTEE. PART II: COLUMN B(I) INCLUDES BASE COMPENSATION, COLUMN B(II) INCLUDES BONUS COMPENSATION, COLUMN B(III) INCLUDES ALL OTHER REPORTABLE COMPENSATION, INCLUDING ANY REDUCTIONS TO TAXABLE COMPENSATION RELATED TO PARTICIPATION IN HEALTH OR DEPENDENT SPENDING ACCOUNTS, IF/AS APPLICABLE. COLUMN C INCLUDES EMPLOYER CONTRIBUTIONS TO THE DEFINED BENEFIT PENSION PLAN AND THE MATCHING CONTRIBUTIONS IF/AS APPLICABLE; THE TOTALS SHOWN REFLECT AMOUNTS EARNED DURING THE YEAR, WHETHER OR NOT THE EMPLOYEE IS FULLY VESTED. COLUMN D INCLUDES NON-TAXABLE BENEFITS, SUCH AS HEALTH AND OTHER INSURANCE, AS WELL AS AMOUNTS SET ASIDE BY EMPLOYEES IN THE HEALTH AND/OR DEPENDENT CARE FLEXIBLE SPENDING PLANS WHICH HAVE BEEN ADDED BACK TO PROVIDE THE FULLEST PICTURE POSSIBLE OF TOTAL COMPENSATION; BECAUSE LAMBDA LEGAL OPERATES A PARTIALLY SELF-FUNDED HEALTH PLAN, HEALTH INSURANCE AMOUNTS ARE ESTIMATED AT THE EXPECTED RATE FOR EACH PLAN TYPE ELECTED BY THE EMPLOYEE, IF THEY ARE ENROLLED IN A LAMBDA LEGAL-SPONSORED HEALTH PLAN. X 10626 1595383 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF SHARES CONTRIBUTED. FORM 990, PART III, LINE 4A TO EXPAND THE REACH AND SCALE OF ITS LITIGATION AND POLICY WORK, AND LEVERAGE THE EXPERTISE OF ITS INTERNAL SUBJECT MATTER EXPERTS, LAMBDA LEGAL RECRUITS, ORGANIZES AND OVERSEES THE WORK OF A LARGE NETWORK OF PRO BONO LAWYERS AND LAW FIRMS AROUND THE COUNTRY TO HELP IN OUR WORK. ASSEMBLING AND MANAGING THESE PRO BONO SERVICES IS A KEY COMPONENT OF OUR STRATEGY AND PROGRAM SERVICES. IT ALLOWS LAMBDA LEGAL TO EXPAND THE SCALE OF OUR ESSENTIAL, HIGH QUALITY LEGAL SERVICES NATIONWIDE WITH A MODEST STAFF, AND ENABLES US TO FOCUS OUR INTERNAL RESOURCES AS NEEDED TO A VARIETY OF BREAKING LEGAL ISSUES ACROSS THE COUNTRY. THIS WORK ALSO TRAINS AND EXPANDS THE POOL OF PRO BONO ATTORNEYS AVAILABLE AROUND THE COUNTRY TO ADVANCE THE WORK OF PROTECTING AND EXPANDING THE RIGHTS OF THE LGBTQ+ COMMUNICATION ON AN ON-GOING BASIS. THE VALUE OF THESE PRO BONO SERVICES IS INCLUDED IN OUR AUDITED FINANCIAL STATEMENTS AND WAS $9,889,369 IN 2023. IN ACCORDANCE WITH APPLICABLE LAWS AND REGULATIONS, REVENUE AND EXPENSES ASSOCIATED WITH THIS IMPORTANT COMPONENT OF OUR PROGRAM SERVICES ARE NOT REFLECTED IN THE REVENUE AND EXPENSES SET FORTH IN PART IX STATEMENT OF FUNCTIONAL EXPENSES OF THE 990. NEVERTHELESS, WE BELIEVE IT IS IMPORTANT FOR LAMBDA LEGAL CONSTITUENTS TO BE INFORMED OF THIS WORK AND ITS IMPACT. IN 2023, THE STATEMENT OF FUNCTIONAL EXPENSES REPORTED IN LAMBDA LEGAL'S AUDITED FINANCIAL REPORTS, WHICH ARE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND MADE AVAILABLE ON LAMBDA LEGAL'S WEBSITE, INCLUDES $9,889,369 OF PRO BONO SERVICES AS PROGRAM EXPENSES. THIS COMPUTES TO A PROGRAM RATIO OF 71%. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDANT ACCOUNTANT. A DRAFT OF THE RETURN IS REVIEWED BY THE AUDIT COMMITTEE. THE FINAL DRAFT IS THEN SENT TO THE FULL BOARD FOR A COMMENT PERIOD OF AT LEAST FIVE DAYS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND SENIOR MANAGEMENT TEAM ANNUALLY SIGNS AND DISCLOSES ANY POTENTIAL CONFLICTS OF INTEREST. DURING NEW HIRE ORIENTATION ALL EMPLOYEES ARE INTRODUCED TO LAMBDA LEGAL'S EMPLOYEE HANDBOOK WHICH INCLUDES A POLICY THAT DEFINES CONFLICTS OF INTEREST AND REQUIRES STAFF TO AVOID ANY CONFLICTS OF INTEREST AND NOTIFY THEIR DIRECTOR IF A POTENTIAL CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS CEO PERFORMANCE ANNUALLY. THE CEO CONTRACT IS REVIEWED PRIOR TO ITS EXPIRATION, AND COMPENSATION MAY BE REVISED AT SUCH TIME. THE BOARD OF DIRECTORS DETERMINES COMPENSATION USING ANNUAL PERFORMANCE RECORDS, INDUSTRY-BASED COMPENSATION BENCHMARKS, AND A VARIETY OF RELEVANT COMPENSATION FACTORS. THE BOARD APPROVES THE CEO CONTRACT, INCLUDING COMPENSATION, IN AN EXECUTIVE SESSION DURING A SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15B: WHEN OFFICERS AND KEY EMPLOYEES ARE RECRUITED TO THE ORGANIZATION, LAMBDA LEGAL MAY WORK WITH RECRUITING FIRMS THAT BRING COMPARABLE COMPENSATION DATA AS PART OF THE SEARCH PROCESS, OR LAMBDA LEGAL MAY USE BENCHMARKS PREPRED BY A PROFESSIONAL COMPENSATION CONSULTANT FOR ROLES NOT FILLED BY AN EXTERNAL RECRUITER. DETERMINATION OF COMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE SUBSTANTIATED BY THESE BENCHMARKS. LAMBDA LEGAL TASKED A PROFESSIONAL COMPENSATION CONSULTANT TO REVIEW ALL POSITIONS AND PROVIDE UPDATED BENCHMARKS DURING 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE BY REQUEST, WHICH CAN BE MADE THROUGH THE WEBSITE'S CONTACT US PAGE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 103,124. CHANGE IN VALUE OF GIFT ANNUITIES -63,650. FORM 990, PART XII, LINE 2C: THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.