2025-01-14T16:45:16-06:00 2024-06-30 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2023-07-01 132666432 LAWYERS ALLIANCE FOR NEW YORK LAWY 2122191800 171 MADISON AVENUE 9TH FLOOR NEW YORK NY 10016 CHRISTINE A OKIKE INTERIM EXECUTIVE DIRECTOR 2122191800 2025-01-13 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2023 2024-10-15 13:58:12Z HEDWIG O'HARA 171 MADISON AVENUE 9TH FLOOR NEW YORK NY 10016 3766669 0 X WWW.LAWYERSALLIANCE.ORG X 1969 NY PROVIDE BUSINESS LAW & TRANSACTIONAL LEGAL SERVICES TO NONPROFITS. 25 25 25 2400 0 0 2560518 3110169 326271 286628 217850 169780 -22169 -66295 3082470 3500282 0 0 0 0 2865591 2875106 0 0 524263 943270 919562 3808861 3794668 -726391 -294386 11994208 11460612 4068337 3434478 7925871 8026134 X LAWYERS ALLIANCE FOR NEW YORK (LAWYERS ALLIANCE) IS THE LEADING PROVIDER OF BUSINESS LAW AND TRANSACTIONAL LEGAL SERVICES THAT STRENGTHEN NONPROFIT ORGANIZATIONS IMPROVING THE QUALITY OF LIFE IN NEW YORK CITY NEIGHBORHOODS. SEE SCHEDULE O & WWW.LAWYERSALLIANCE.ORG. 0 0 2817598 295326 SEE SCHEDULE O FOR SUMMARY OF PROGRAM ACCOMPLISHMENTS. 2817598 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X X LAREN SPIRER 2122191800 171 MADISON AVENUE 9TH FL NEW YORK NY 10016 JEANINE C D DEFREESE CHAIR 2.00 X X 0 0 0 MARIE L GIBSON VICE CHAIR 2.00 X X 0 0 0 CHRISTINE A OKIKE TREASURER 2.00 X X 0 0 0 SARAH HARP SECRETARY 2.00 X X 0 0 0 CHARLES W ALLEN DIRECTOR 2.00 X 0 0 0 CATHERINE M CLARKIN DIRECTOR 2.00 X 0 0 0 ANDREW C COMPTON DIRECTOR 2.00 X 0 0 0 CHRISTOPHER S DELSON DIRECTOR 2.00 X 0 0 0 CHRISTOPHER K FARGO DIRECTOR 2.00 X 0 0 0 SPENCER K GILBERT DIRECTOR 2.00 X 0 0 0 BIBIANA ANDREA JAIMES DIRECTOR 2.00 X 0 0 0 RICHARD C KIM DIRECTOR 2.00 X 0 0 0 CRYSTAL M LALIME DIRECTOR 2.00 X 0 0 0 ALLISON LIFF DIRECTOR 2.00 X 0 0 0 LINDA SCHECHTER MANLEY DIRECTOR 2.00 X 0 0 0 ROGER MORSCHEISER DIRECTOR 2.00 X 0 0 0 JONATHAN A NUNES DIRECTOR 2.00 X 0 0 0 FAIZA N RAHMAN DIRECTOR 2.00 X 0 0 0 ERIC ROTHMAN DIRECTOR 2.00 X 0 0 0 SAVALLE SIMS DIRECTOR 2.00 X 0 0 0 RICHARD D SMITH DIRECTOR 2.00 X 0 0 0 NATASHA TSIOURIS DIRECTOR 2.00 X 0 0 0 ERIKA L WEINBERG DIRECTOR 2.00 X 0 0 0 SAMUEL J WELT DIRECTOR 2.00 X 0 0 0 JAMILA JUSTINE WILLIS DIRECTOR 2.00 X 0 0 0 VERONICA M WISSEL FORMER DIRECTOR 1.00 X 0 0 0 ELIZABETH M GUGGENHEIMER EXECUTIVE DIRECTOR (& CEO) 50.00 X 279657 0 39290 LAREN E SPIRER PROGRAM AND STRATEGY DIR. & CORP SECRETARY 40.00 X 145829 0 12795 HEDWIG O'HARA LEGAL DIR. & CORP SECRETARY 40.00 X 162538 0 21010 LAURA ABEL SENIOR POLICY COUNSEL 40.00 X 152707 0 43363 STACEY FAHEY FMR PRO BONO COUNSEL (THRU 12/23) 40.00 X 153549 0 8157 EMILY CROSSAN MARKETING AND COMMUNICATIONS DIR. 40.00 X 121174 0 6539 LORI MOSES SENIOR STAFF ATTORNEY 40.00 X 115342 0 15755 DAN GREENMAN DIRECTOR OF OPERATIONS 40.00 X 124239 0 1892 1255035 0 148801 9 1 1 0 YOUR PART-TIME CONTROLLER 1333 BROADWAY SUITE 720 NEW YORK NY 10018 FINANCIAL MANAGEMENT AND ACCOUNTING SERV 154593 1 580648 10000 2519521 3110169 LEGAL FEES 541100 158183 158183 CONTRACTS 541100 107700 107700 EDUCATIONAL TRAININGS 611430 20745 20745 286628 169780 169780 124509 124509 0 0 580648 141878 -141878 -141878 8698 0 8698 8698 OTHER INCOME 900099 66885 66885 66885 3500282 295326 0 94787 604126 456466 62450 85210 1740049 1314653 179955 245441 49123 37137 5060 6926 299742 226605 30874 42263 182066 137642 18753 25671 21101 13759 6238 1104 1089 1089 169034 70021 79033 19980 250 240 10 77619 58680 7994 10945 521135 393978 53677 73480 8168 8168 55716 42121 5739 7856 29452 22265 3034 4153 COMMUNITY OUTREACH/MKTG 29640 28455 1185 OTHER 5375 5375 PUBLICATIONS 983 944 39 3794668 2817598 452807 524263 8291 8592 3117429 2806995 815450 668750 24640 36375 11986 11003 44411 37553 566962 422209 200469 144753 5079959 5521379 2691573 2225212 11994208 11460612 294797 203119 3773540 3231359 4068337 3434478 X 4784006 5161033 3141865 2865101 7925871 8026134 11994208 11460612 -294386 394649 0 X 0 1 X 1 0 X 3255328 2961447 3382524 2560518 3110169 15269986 3255328 2961447 3382524 2560518 3110169 15269986 879872 14390114 132574 176692 149442 174728 169780 803216 53 11963 449107 151989 66885 679997 16753199 0.85890 0.88400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1089 1089 3793579 3794668 339733 84933 0 0 320171 329485 342222 339733 1331611 1997417 2460 2889 993 1089 7431 80043 82371 85556 84933 332903 499355 4641865 793250 1070014 4365101 5416969 478848 1253952 4641865 5511340 883452 977823 5416969 5485120 956511 930291 5511340 5343671 1064949 923500 5485120 0.34360 0.27290 0.38350 0 0 288433 144024 144409 278529 278185 344 144753 RIGHT-OF-USE ASSET OPERATING LEASE 2225212 2225212 SPECIAL PROJECTS LIABILITY 6147 TERM ENDOWMENT AGREEMENT 1000000 OPERATING LEASE PAYABLE 2225212 3231359 4106831 394649 211900 606549 3500282 0 3500282 4006568 211900 211900 3794668 0 3794668 PART V, LINE 4: THE PURPOSE OF THE TEMPORARILY RESTRICTED FUNDS (REFERRED TO AS TERM ENDOWMENT ON PART V.2.C) IS TO PROVIDE A SOURCE OF INCOME FOR A FUTURE PERIOD OF TIME. THE PURPOSE OF PERMANENT ENDOWMENT IS TO PROVIDE A PERMANENT SOURCE OF INCOME TO SUPPORT PROGRAMS AND ACTIVITIES. THE PURPOSE OF BOARD DESIGNATED OR QUASI-ENDOWMENT IS TO ENABLE LAWYERS ALLIANCE TO UNDERTAKE PROJECTS NOT OTHERWISE SUPPORTED BY THE CORPORATION'S REGULAR FUNDRAISING AND OTHER REVENUE GENERATING ACTIVITIES; SUPPORT ESTABLISHED PROGRAM PRIORITIES; SUPPORT CAPITAL EXPENDITURES; AND SUPPORT SUCH OTHER PROGRAMS, ACTIVITIES AND OPERATIONS APPROVED BY THE BOARD. DURING THE FISCAL YEAR ENDING JUNE 30, 2024, LAWYERS ALLIANCE RELEASED $1,070,014 OF TEMPORARILY RESTRICTED FUNDS CONSISTENT WITH DONOR INTENT THAT SUCH FUNDS BE USED OVER TIME. THIS INCLUDED CONTRIBUTIONS FROM FOUNDATIONS ($737,500), LAW FIRMS AND INDIVIDUALS ($30,750), SPECIAL EVENT ($15,000), AND THE 50TH ANNIVERSARY CAMPAIGN ($10,000) TO WHICH DONORS HAD MADE ONE-TIME GIFTS OR MULTI-YEAR PLEDGES PAID OVER MULTIPLE YEARS IN RECOGNITION OF LAWYERS ALLIANCE'S 50 YEARS (1969-2019) OF SERVICE. ANNUAL GALA 580648 580648 95375 46503 580648 580648 95375 46503 141878 -141878 X X X 1 0 0 0 0 0 0 0 0 ELIZABETH M GUGGENHEIMER EXECUTIVE DIRECTOR (& CEO) 239657 0 40000 0 0 0 14180 0 25110 0 318947 0 0 0 LAURA ABEL SENIOR POLICY COUNSEL 145207 0 7500 0 0 0 7785 0 35578 0 196070 0 0 0 HEDWIG O'HARA LEGAL DIR. & CORP SECRETARY 154338 0 8200 0 0 0 8215 0 12795 0 183548 0 0 0 STACEY FAHEY FMR PRO BONO COUNSEL (THRU 12/23) 145348 0 4400 0 3801 0 7677 0 480 0 161706 0 0 0 LAREN E SPIRER PROGRAM AND STRATEGY DIR. & CORP SEC 141979 0 3850 0 0 0 0 0 12795 0 158624 0 0 0 PART I, LINE 4A STACEY FAHEY (PRO BONO COUNSEL) RECEIVED A SEVERANCE PACKAGE OF $6,145.67. PART II THE FOLLOWING LISTED CURRENT OR FORMER EMPLOYEES WERE COMPENSATED AS KEY EMPLOYEES AND NOT AS OFFICERS: ELIZABETH M. GUGGENHEIMER, HEDWIG O'HARA, AND LAREN E. SPIRER. PART III - LINE 1 LAWYERS ALLIANCE IS A NONPROFIT CORPORATION FOUNDED IN 1969 AND INCORPORATED IN 1984. LAWYERS ALLIANCE IS THE LEADING PROVIDER OF BUSINESS AND TRANSACTIONAL LEGAL SERVICES FOR NONPROFIT ORGANIZATIONS AND SOCIAL ENTERPRISES THAT ARE IMPROVING THE QUALITY OF LIFE IN NEW YORK CITY NEIGHBORHOODS. OUR NETWORK OF PRO BONO LAWYERS FROM LAW FIRMS AND CORPORATIONS AND STAFF OF EXPERIENCED ATTORNEYS COLLABORATE TO DELIVER EXPERT CORPORATE, TAX, REAL ESTATE, EMPLOYMENT, INTELLECTUAL PROPERTY, AND OTHER LEGAL SERVICES TO COMMUNITY ORGANIZATIONS. BY CONNECTING LAWYERS, NONPROFITS, AND COMMUNITIES, LAWYERS ALLIANCE HELPS ORGANIZATIONS TO PROVIDE HOUSING, STIMULATE ECONOMIC OPPORTUNITY, IMPROVE URBAN HEALTH AND EDUCATION, PROMOTE COMMUNITY ARTS, AND OPERATE AND ADVOCATE FOR VITAL PROGRAMS THAT BENEFIT LOW-INCOME NEW YORKERS OF ALL AGES. IN ADDITION, LAWYERS ALLIANCE PROVIDES A RANGE OF EDUCATIONAL OPPORTUNITIES FOR NONPROFIT BOARD MEMBERS AND MANAGERS, INCLUDING WORKSHOPS AND WEBINARS, PRINTED PUBLICATIONS AND ONLINE LEGAL ALERTS. PART III - LINE 4A: PROGRAM SERVICE ACCOMPLISHMENTS DURING THE FISCAL YEAR ENDED JUNE 30, 2024, LAWYERS ALLIANCE FOR NEW YORK PROVIDED LEGAL ASSISTANCE AND INFORMATION TO NONPROFIT ORGANIZATIONS AND SOCIAL ENTERPRISES ON A BROAD RANGE OF TOPICS. THERE WAS ROBUST DEMAND FOR SERVICES. LAWYERS ALLIANCE LEVERAGED THE EXPERTISE OF ITS SKILLED STAFF AND PRO BONO NETWORKS TO HELP NONPROFITS SURVIVE AND THRIVE. FOR EXAMPLE, LAWYERS ALLIANCE: A) PROVIDED LEGAL REPRESENTATION SERVICES TO 719 ORGANIZATIONS ON A TOTAL OF 1,464 LEGAL MATTERS, INCLUDING 667 NEW MATTERS (A RECORD HIGH FOR TOTAL AND NEW MATTERS). B) TARGETED CLIENT OUTREACH TO ASSIST NONPROFITS IN FIVE PROGRAM PRIORITY AREAS: ECONOMIC OPPORTUNITY; HOUSING AND HUMAN SERVICES; QUALITY EDUCATION, WITH EMPHASIS ON COLLEGE ACCESS AND CAREER PATHWAYS; COMMUNITY ARTS, AND URBAN HEALTH. C) OFFERED TIMELY GUIDANCE ON LEGAL RISK MANAGEMENT, NONPROFIT ADVOCACY, POST-PANDEMIC RECOVERY, AND TECHNOLOGY-RELATED ISSUES TO MEET LEGAL NEEDS THAT RELATE TO GROUPS ACROSS THE NONPROFIT SECTOR. D) CONTINUED TO OFFER SERVICES THAT ADDRESS THE CHANGING LEGAL NEEDS OF ORGANIZATIONS WORKING TO IMPROVE ECONOMIC VITALITY AND ADVANCE RACIAL JUSTICE IN NYC'S LOW-INCOME AND DISADVANTAGED NEIGHBORHOODS. E) PROVIDED 1,209 CUSTOMIZED CONSULTATIONS ON LEGAL ISSUES TO 810 ORGANIZATIONS AND THEIR COUNSEL: 1,022 THROUGH OUR RESOURCE CALL HELPLINE AND 187 THROUGH PRO BONO CLINICS AND SPECIAL VOLUNTEER CONSULTATIONS. F) ASSISTED A TOTAL OF 1,234 ORGANIZATIONS THROUGH ONE OR MORE OF THE FOREGOING SERVICES; WE ESTIMATE THAT THE RIPPLE EFFECT OF THESE SERVICES POSITIVELY IMPACTS 500,000+ LOW-INCOME AND UNDERSERVED PEOPLE ANNUALLY. G) ENGAGED 2,200+ ATTORNEYS FROM LAW FIRMS AND CORPORATIONS IN PRO BONO LEGAL PROJECTS, SO LAWYERS ALLIANCE COULD BETTER LEVERAGE THE LEGAL COMMUNITY'S SKILLS AND TIME; AND USED A NEW CASE MONITORING SYSTEM TO COMMUNICATE WITH CLIENTS AND VOLUNTEERS ABOUT ACTIVE LEGAL REPRESENTATION MATTERS. H) EDUCATED THOUSANDS OF NONPROFIT MANAGERS AND ATTORNEYS THROUGH WEBINARS, PRESENTATIONS, CLINICS, LEGAL ALERTS, AND PUBLICATIONS ABOUT RELEVANT LEGAL DEVELOPMENTS. I) REGULARLY UPDATED AND SHARED PRACTICAL INFORMATION THROUGH WWW.LAWYERSALLIANCE.ORG, WITH A SEARCHABLE RESOURCES SECTION. J) PARTICIPATED IN COALITIONS AND SERVED AS A LEADING VOICE ON LEGAL AND PUBLIC POLICY ISSUES OF SIGNIFICANCE TO NEW YORK NONPROFIT GROUPS, ACHIEVING CONCRETE RESULTS FOR THE NONPROFIT SECTOR INCLUDING A BILL THAT IMPROVES GOVERNANCE SECTIONS OF STATE NONPROFIT LAW. K) COORDINATED EXPONENTUM, A NATIONAL NETWORK OF BUSINESS LAW PRO BONO PROVIDERS, INCLUDING EXPONENTUM'S SIXTH ANNUAL NATIONAL DAY OF SERVICE. L) AS A RESULT, NONPROFITS HAVE STRONGER PROGRAMS, FINANCES, AND OPERATIONS, ENABLING THEM TO OFFER BETTER SERVICES TO INDIVIDUALS, FAMILIES, AND COMMUNITIES. M) DURING THE PAST FISCAL YEAR, MORE THAN 87% OF CLIENTS WERE CONTINUING OR RETURNING CLIENTS, AND MORE THAN 64% OF VOLUNTEERS WERE CONTINUING OR REPEAT VOLUNTEERS, REFLECTING ONGOING INTEREST IN LAWYERS ALLIANCE WORK AS WELL AS INTEREST FROM NEW PARTICIPANTS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT FORM 990 IS SHARED WITH EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE DRAFT FORM 990 IS DISSEMINATED TO THE BOARD VIA EMAIL. FORM 990, PART VI, SECTION B, LINE 12C LAWYERS ALLIANCE COLLECTS INFORMATION ANNUALLY FROM EACH PERSON SUBJECT TO THE CONFLICT OF INTEREST POLICY ABOUT ANY INTERESTS OR RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT. IN ADDITION THE ORGANIZATION REQUIRES ITS DIRECTORS AND OTHERS SUBJECT TO THE POLICY TO DISCLOSE ANY NEW RELATIONSHIPS OR INTERESTS THAT ARISE IN BETWEEN THOSE ANNUAL DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 ANY INCREASES OR CHANGES IN THE EXECUTIVE DIRECTOR'S COMPENSATION ARE SET BY THE EXECUTIVE COMMITTEE AND BY THE FULL BOARD. SALARIES OF OTHER HIGHLY COMPENSATED EMPLOYEES AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE FULL BOARD AS PART OF THE ANNUAL OPERATING BUDGET. A COMPENSATION COMMITTEE WAS FORMED IN SEPTEMBER 2024 TO REVIEW SALARIES. THE BOARD EXECUTIVE COMMITTEE IS PROVIDED WITH COMPENSATION INFORMATION FROM COMPARABLE ORGANIZATIONS IN NEW YORK CITY. FORM 990, PART VI, SECTION C, LINE 19 LAWYERS ALLIANCE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.