2024-11-14T15:32:10-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 043762842 TRANSGENDER LEGAL DEFENSE AND EDUCATION FUND INC TRAN 6468629396 520 EIGHTH AVENUE 2204 NEW YORK NY 10018 ANDREA HONG MARRA EXECUTIVE DIRECTOR 6468629396 2024-11-14 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-10-15 13:58:12Z ANDREA HONG MARRA 520 EIGHTH AVENUE 2204 NEW YORK NY 10018 4016024 0 X WWW.TRANSGENDERLEGAL.ORG X 2003 NY SEE FORM 990, PART III, LINE 1. 6 6 35 9 0 0 5805082 3780524 14910 97350 1246 11357 -153598 -202580 5667640 3686651 0 0 0 0 2046208 3083911 0 0 529607 665122 1235212 2711330 4319123 2956310 -632472 5204040 4821430 264008 513870 4940032 4307560 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 1614468 97350 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. 503116 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. 760283 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. 24230 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. 24230 2902097 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 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 41 0 1 35 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 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 (THROUGH 12/23) 2.00 X X 0 0 0 ALAINA KUPEC CO-CHAIR (THROUGH 04/23) 2.00 X X 0 0 0 JAY AUSTIN VICE-CHAIR 2.00 X X 0 0 0 DOLPH GOLDENBURG TREASURER (BEG. 04/23) 2.00 X X 0 0 0 MAEVE CUNNINGHAM SECRETARY 1.00 X X 0 0 0 ANDREA JENKINS DIRECTOR 1.00 X 0 0 0 SEAN MADDEN DIRECTOR (THROUGH 04/23) 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 209000 0 25646 MAXWELL SCALES DEPUTY EXECUTIVE DIRECTOR 40.00 X 142592 0 23189 DAVID BROWN LEGAL DIRECTOR 40.00 X 153327 0 23525 GABRIEL ARKLES SENIOR COUNSEL 40.00 X 133531 0 22766 SUE LEE TROUTMAN DIRECTOR OF DEVELOPMENT 40.00 X 129159 0 22723 NICHOLAS EASTERDAY STAFF ATTORNEY 40.00 X 105012 0 21209 SHAYNA MEDLEY STAFF ATTORNEY 40.00 X 101035 0 21281 973656 0 160339 7 0 1 0 STAMP EVENT MANAGEMENT LLC 276 5TH AVENUE SUITE 704 NEW YORK NY 10001 PROJECT MANAGEMENT FEE 201311 1 104142 372206 873134 2431042 115950 3780524 FEE-FOR-SERVICE 900099 97350 97350 97350 13142 13142 113152 113833 1104 -681 -1104 -1785 -1785 8450 372206 214436 -205986 -205986 MISCELLANEOUS 900099 3406 3406 3406 3686651 97350 0 -191223 X 400427 270607 106355 23465 2007430 1571015 312289 124126 60381 44699 12338 3344 423881 312484 87358 24039 191792 140056 40962 10774 8483 2779 2684 3020 150838 150838 586322 241476 82384 262462 89779 62269 12603 14907 149183 96227 25039 27917 132262 82201 25929 24132 50414 25019 20352 5043 11130 5469 4450 1211 10401 7749 406 2246 33310 30791 1257 1262 PAYROLL SERVICE FEES 8923 6214 1283 1426 401K ADMIN FEES 3527 2576 753 198 PROF. DEVELOPMENT 638 466 137 35 MISCELLANEOUS 2 2 4319123 2902097 887419 529607 3129375 2010570 605048 1215007 1214093 402123 846771 77770 63709 59529 34023 37011 25506 140743 257744 5204040 4821430 179244 314044 84764 199826 264008 513870 X 2257937 2914140 2682095 1393420 4940032 4307560 5204040 4821430 -632472 0 X 0 0 0 X 1032004 2626320 2577852 5805082 3780524 15821782 1032004 2626320 2577852 5805082 3780524 15821782 2254535 13567247 1305 388 271 1341 13142 16447 0 3989 3406 7395 15845624 248474 0.85620 0.85600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59529 34023 25506 25506 SECURITY DEPOSITS 60086 RIGHT-OF-USE ASSET 197658 257744 LEASE LIABILITY 199826 199826 PRIDE & JOY 82140 80590 1550 12357 6522 15361 10877 PRO BONO RECOGNITION DINNER 184000 179050 4950 2927 55280 20154 4507 3 114516 112566 1950 246 1995 74237 4259 5714 380656 372206 8450 3173 14352 136039 39774 21098 214436 -205986 X X 0 0 0 0 0 0 0 1 0 ANDREA HONG MARRA EXECUTIVE DIRECTOR 189000 0 20000 0 0 0 7298 0 18348 0 234646 0 0 0 DAVID BROWN LEGAL DIRECTOR 153327 0 0 0 0 0 5177 0 18348 0 176852 0 0 0 MAXWELL SCALES DEPUTY EXECUTIVE DIRECTOR 142592 0 0 0 0 0 4841 0 18348 0 165781 0 0 0 GABRIEL ARKLES SENIOR COUNSEL 133531 0 0 0 0 0 4418 0 18348 0 156297 0 0 0 SUE LEE TROUTMAN DIRECTOR OF DEVELOPMENT 129159 0 0 0 0 0 4375 0 18348 0 151882 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES RECEIVED BONUS PAYMENTS BASED ON BENCHMARKS MET DURING THE YEAR: - ANDREA HONG MARRA $20,000 - NICHOLAS EASTERDAY $20,017 - SHAYNA MEDLEY $11,407 X 5 115950 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART IV, LINE 12A: AS OF THE DATE OF THIS FILING, THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2023, WERE BEING PREPARED. FORM 990, PART VI, SECTION A, LINE 8B WITH RESPECT TO EXECUTIVE COMMITTEE MEETINGS WHICH DID MEET IN 2023, 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 2023, 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 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G MEDIA PRODUCTION: PROGRAM SERVICE EXPENSES 11,117. MANAGEMENT AND GENERAL EXPENSES 3,793. FUNDRAISING EXPENSES 12,083. TOTAL EXPENSES 26,993. RECRUITMENT: PROGRAM SERVICE EXPENSES 2,282. MANAGEMENT AND GENERAL EXPENSES 778. FUNDRAISING EXPENSES 2,480. TOTAL EXPENSES 5,540. TRANSLATION & INTERPRETATION: PROGRAM SERVICE EXPENSES 3,484. MANAGEMENT AND GENERAL EXPENSES 1,189. FUNDRAISING EXPENSES 3,787. TOTAL EXPENSES 8,460. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 224,593. MANAGEMENT AND GENERAL EXPENSES 76,624. FUNDRAISING EXPENSES 244,112. TOTAL EXPENSES 545,329.