2026-06-16T11:12:43-05:00 2025-12-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2025-01-01 237395681 LAMBDA LEGAL DEFENSE & EDUCATION FUND INC LAMB 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 AMANDA WYATT CFO 2128098585 2026-06-16 1 CRAIG KLEIN P00734640 6178075000 2026-06-16 2025 2025-03-06 01:10:19Z LAMBDA LEGAL AMANDA WYATT 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 60480026 0 X WWW.LAMBDALEGAL.ORG X 1973 NY 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 LIVING WITH HIV THROUGH IMPACT LITIGATION, EDUCATION AND PUBLIC POLICY WORK. 36 36 160 42 0 0 55622937 46261509 160297 20316 3023509 3374635 -294574 168968 58512169 49825428 35000 9268 0 0 18917093 20794419 872081 1124509 6675310 9289422 8616735 29113596 30544931 29398573 19280497 85034588 108070194 9321540 6888589 75713048 101181605 X 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. 0 0 12652511 FOUNDED IN 1972, LAMBDA LEGAL IS A NATIONAL ORGANIZATION COMMITTED TO ACHIEVING FULL RECOGNITION OF THE CIVIL RIGHTS OF LESBIANS, GAY MEN, BISEXUALS, TRANSGENDER, AND QUEER/QUESTIONING PEOPLE (LGBTQ+), AND PEOPLE LIVING WITH HIV (PLWH) THROUGH IMPACT LITIGATION, EDUCATION, AND PUBLIC POLICY WORK. OUR ATTORNEYS WORK NATIONWIDE TO ADVANCE PROTECTIONS FROM DISCRIMINATION BASED ON SEXUAL ORIENTATION, GENDER IDENTITY, AND HIV STATUS, WITH A PARTICULAR FOCUS ON THOSE FACING INTERSECTING FORMS OF MARGINALIZATION, INCLUDING PEOPLE OF COLOR, LOW-INCOME INDIVIDUALS, YOUTH, SENIORS, AND INCARCERATED PEOPLE. THROUGH STRATEGIC LITIGATION AND COLLABORATIVE ADVOCACY NATIONWIDE, WE PRESS FOR PASSAGE OF LAWS THAT PROHIBIT DISCRIMINATION BASED ON SEXUAL ORIENTATION, GENDER IDENTITY, OR HIV STATUS, AND TO DEFEAT EFFORTS TO REPEAL OR WEAKEN SUCH CIVIL RIGHTS PROTECTIONS.HEADQUARTERED IN NEW YORK CITY, WITH REGIONAL OFFICES IN WASHINGTON, D.C., ATLANTA, CHICAGO, DALLAS, AND LOS ANGELES, LAMBDA LEGAL PARTNERS WITH STATE AND LOCAL ADVOCATES ACROSS THE COUNTRY TO SHAPE AND DEFEND POLICIES THAT PROMOTE LIVED EQUALITY. OUR IMPACT LITIGATION AND POLICY WORK PROTECT THE MOST VULNERABLE IN OUR COMMUNITIES AND PREVENT FUTURE DISCRIMINATION. IN COMPLIANCE WITH IRS 501(C)(3) REGULATIONS, WE WORK WITH ALLIED LAWMAKERS TO CRITIQUE, EDIT, AND/OR IMPROVE DRAFT LEGISLATION AT THE STATE AND FEDERAL LEVELS THAT WOULD IMPACT OUR COMMUNITIES. IN DOZENS OF STATES EACH YEAR, OUR ATTORNEYS ALSO DIRECTLY ASSIST STATE-BASED AND GRASSROOTS ACTIVISTS, PROVIDING LEGAL EXPERTISE, SUGGESTED STRATEGIES, EFFECTIVE MESSAGING, AND EXPERT WITNESSES, SO THESE PARTNERS CAN MAKE A REAL DIFFERENCE IN THE FIGHT FOR LIVED EQUALITY.IN 2025, MORE THAN 616 ANTI-LGBTQ+ BILLS WERE INTRODUCED IN STATE LEGISLATURES, MANY TARGETING LGBTQ+ YOUTH IN THE GUISE OF "PROTECTING FAMILY VALUES": 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 PUT MORE ROADBLOCKS IN PLACE FOR TRANSGENDER PEOPLE SEEKING IDENTITY DOCUMENTS WITH THEIR NAME AND GENDER. WHILE ONLY 74 OF THESE DISCRIMINATORY MEASURES WERE ENACTED AND 261 WERE DEFEATED, THE SHEER VOLUME OF ATTACKS FORCED US ONTO THE DEFENSIVE IN MANY STATES. BY DECEMBER 31, 2025, OUR LITIGATION DOCKET HAD GROWN TO 51 ACTIVE CASES. THIS CONTINUED TO ADVANCE THE TWO TOP PROGRAMMATIC PRIORITIES OF OUR FIVE-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.ALONGSIDE THIS SURGE IN LEGISLATIVE ATTACKS, LAMBDA LEGAL'S NATIONAL LEGAL HELP DESK HAS SERVED AS A CRISIS HOTLINE FOR LGBTQ+ PEOPLE AND PEOPLE LIVING WITH HIV ACROSS ALL 50 STATES, THE DISTRICT OF COLUMBIA, AND PUERTO RICO. IN 2025, FOUR FULL-TIME HELP DESK ATTORNEYS FIELDED 7,280 INQUIRIES, THE SECOND-HIGHEST ANNUAL VOLUME RECEIVED AT THE HELP DESK SINCE WE STARTED TRACKING ANNUAL NUMBERS IN 1996. AS ANTI-LGBTQ+, AND PARTICULARLY ANTI-TRANS, SENTIMENT AND LEGISLATION CONTINUE TO SURGE, DEMAND FOR ACCURATE, ACCESSIBLE LEGAL INFORMATION HAS NEVER BEEN MORE IMPORTANT, ESPECIALLY FOR MEMBERS OF OUR COMMUNITY WHO ARE MOST MARGINALIZED PEOPLE OF COLOR, TRANSGENDER PEOPLE, DISABLED PEOPLE, OR THOSE WHO DO NOT POSSESS THE EDUCATION, RESOURCES, OR SOCIAL CAPITAL TO PROTECT THEMSELVES, THEIR SPOUSES, OR THEIR CHILDREN. FROM THIS FRONTLINE VANTAGE POINT, WE NOT ONLY SUPPORT INDIVIDUALS; WE GATHER DATA, SPOT TRENDS, AND FEED INSIGHTS BACK TO OUR LEGAL TEAM. HELP DESK INQUIRIES HAVE HELPED SHAPE COMMUNITY RESOURCES, IDENTIFY PLAINTIFFS, AND INFORM LITIGATION NOW UNDERWAY.TO EXPAND THE REACH AND SCALE OF ITS LITIGATION AND POLICY WORK AND TO 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 IT ENABLES US TO FOCUS OUR INTERNAL RESOURCES ON 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+ COMMUNITY ON AN ON-GOING BASIS. THE VALUE OF THESE PRO BONO SERVICES IS INCLUDED IN OUR AUDITED FINANCIAL STATEMENTS AND WAS $19,178,760 IN 2025. 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 2025, 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 $19,178,760 OF PRO BONO SERVICES AS PROGRAM EXPENSES. THIS COMPUTES TO A PROGRAM RATIO OF 74%. 6559980 9268 338292 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. LAMBDA LEGAL'S COMMUNICATIONS DEPARTMENT'S EXPERTISE IN PRINT, BROADCAST, AND SOCIAL MEDIA HELPS LAMBDA LEGAL REACH NOT JUST MEMBERS OF THE LGBTQ+ COMMUNITY AND ALL THOSE LIVING WITH HIV, BUT ALSO OPINION SHAPERS, LAWMAKERS, AND MEMBERS OF THE LEGAL COMMUNITY.LAMBDA LEGAL MAINTAINS A ROBUST ONLINE PRESENCE THAT PROVIDES COMPREHENSIVE RESOURCES, TIMELY NEWS, ANALYSIS, AND COMMENTARY ACROSS MULTIPLE PLATFORMS, INCLUDING OUR WEBSITE, AS WELL AS FACEBOOK, INSTAGRAM, YOUTUBE, TIKTOK, TWITCH, MEDIUM, AND OTHER SOCIAL MEDIA CHANNELS. THROUGH THESE PLATFORMS, LAMBDA LEGAL PUBLISHES HUNDREDS OF PIECES OF CONTENT THAT CAN REACH OVER A MILLION PEOPLE EVERY WEEK. OUR INNOVATIVE COMMUNICATIONS TEAM CONTINUES TO CREATE AND SHARE PROJECTS, INCLUDING "BEYOND THE UNIFORM: MEET THE PEOPLE BEYOND THE SERVICE," A PORTRAIT AND AUDIO SERIES FEATURING TRANSGENDER SERVICE MEMBERS WHO ARE SUING TO REMAIN IN THE U.S. MILITARY. WE ALSO HOLD PERIODIC VIDEO PRESS CONFERENCES FEATURING LAMBDA LEGAL ATTORNEYS EXPLAINING CURRENT LITIGATION AND LEGISLATION IMPACTING THE LGBTQ+ COMMUNITY. OUR 2025 ANNUAL WEBINAR FEATURED THREE OF OUR ATTORNEYS DISCUSSING THE STATE OF TRANSGENDER RIGHTS. OUR COMMUNICATIONS OUTREACH GENERATES TENS OF THOUSANDS OF NEWS STORIES ANNUALLY AND ADVANCES 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 LARGE PORTFOLIO OF CASES CHALLENGING EFFORTS TO DILUTE NONDISCRIMINATION PROTECTIONS AGAINST ANTI-LGBTQ+ DISCRIMINATION THROUGH THE USE OF RELIGION AND SPEECH-BASED ARGUMENTS CONTRIBUTES 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. 19212491 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 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 109 0 1 160 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 0 1 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 THRU 05/01/25 2.00 X 0 0 0 ALAN YORK DIRECTOR 2.00 X 0 0 0 ANGELA LIM DIRECTOR 2.00 X 0 0 0 ANNE WHITE DIRECTOR 2.00 X 0 0 0 AUDREY STEWART DIRECTOR 2.00 X 0 0 0 BETSY BERNARD DIRECTOR 2.00 X 0 0 0 BRIAN T MAY DIRECTOR 2.00 X 0 0 0 COLIN HOSTEN DIRECTOR 2.00 X 0 0 0 DANI D'AMICO DIRECTOR 2.00 X 0 0 0 DAVID ORTIZ DIRECTOR THRU 05/01/25 2.00 X 0 0 0 DEBORAH MCMURRAY DIRECTOR 2.00 X 0 0 0 DIANNE BELL DIRECTOR THRU 03/01/25 2.00 X 0 0 0 EILEEN A RYAN DIRECTOR 2.00 X 0 0 0 ELIZABETH MARTIN DIRECTOR 2.00 X 0 0 0 FRED SMITH VICE CHAIR 2.00 X X 0 0 0 GREG PROPER DIRECTOR 2.00 X 0 0 0 HEATHER STEANS 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 JOHN BLAZEK DIRECTOR THRU 03/01/25 2.00 X 0 0 0 JOHN RICCARDI DIRECTOR 2.00 X 0 0 0 JULIUS CARTER DIRECTOR 2.00 X 0 0 0 KATHLEEN PEARSON DIRECTOR 2.00 X 0 0 0 KECIA REYNOLDS VICE CHAIR 2.00 X X 0 0 0 KEVIN HAGER DIRECTOR 2.00 X 0 0 0 LINDA ELLIOTT DIRECTOR 2.00 X 0 0 0 MADELINE MCDONOUGH DIRECTOR THRU 03/01/25 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 BOARD CHAIR 2.00 X X 0 0 0 NADIA DUGAL DIRECTOR 2.00 X 0 0 0 PATRICK OOT DIRECTOR 2.00 X 0 0 0 RAHUL TRIPATHI DIRECTOR 2.00 X 0 0 0 RICHARD WESTER DIRECTOR THRU 12/01/25 2.00 X 0 0 0 ROBERT GARCIA DIRECTOR 2.00 X 0 0 0 SANDY MOLLETT DIRECTOR 2.00 X 0 0 0 STEVEN W THORNTON TREASURER 2.00 X X 0 0 0 TASHICA AMIRGHOLIZADEH DIRECTOR 2.00 X 0 0 0 VALERIE SULLAN DIRECTOR 2.00 X 0 0 0 WANDA FRENCH-BROWN DIRECTOR 2.00 X 0 0 0 WENDY CHANG DIRECTOR 2.00 X 0 0 0 WILLIAM M HARDIN DIRECTOR 2.00 X 0 0 0 AMANDA WYATT CHIEF FINANCIAL OFFICER 40.00 X 255518 0 40931 JOHN E ROANE CHIEF OPERATING OFFICER 40.00 X 335327 0 54240 KEVIN JENNINGS CHIEF EXECUTIVE OFFICER 40.00 X 763623 0 102389 CINDI A CREAGER CHIEF COMMUNICATION OFFICER 40.00 X 241092 0 29712 GIILIAN MICHELLE POWER CHIEF TECHNOLOGY OFFICER 40.00 X 226994 0 87180 JENNIFER PIZER CHIEF LEGAL OFF. (UNTIL 06/14/25) 40.00 X 364863 0 48710 JOSH PUSHKIN CHIEF DEVELOPMENT OFFICER 40.00 X 435001 0 44183 MARCO CHAN CHIEF OF PLANNING & PROGRAM MGMT 40.00 X 233802 0 36089 CAMILLA TAYLOR DEP LEGAL DIR, LITIGATION 40.00 X 319331 0 81748 KEN UPTON SENIOR COUNSEL & 1ST AMENDMENT STRATEGIST 40.00 X 224254 0 39983 MARSHALL COOK INTERIM DEPUTY LEGAL DIR. FOR POLICY 40.00 X 235130 0 29256 PAUL CASTILLO DEPUTY LEGAL DIRECTOR FOR LEGAL EDUCATION AND PUBL 40.00 X 233221 0 40275 KAREN LOEWY DIRECTOR OF CONSTITUTIONAL LAW PRACT 40.00 X 217352 0 70765 4085508 0 705461 75 0 1 0 ALLEGIANCE FUNDRAISING LLC PO BOX 9132 FARGO ND 85106 FUNDRAISING CONSULTANT 1037392 SLOTO AND DIAMOND PLLC 9100 S DADELAND BLVD SUITE 1607 MIAMI FL 33156 LEGAL FEES 293461 SV PRODUCTIONS LLC 10 HALLETTS PT APT 607 ASTORIA NY 11102 EVENT CONSULTANT 242582 ACCOMPANY CREATIVE LLC 2 BLUE SLIP PH2B BROOKLYN NY 11222 CONSULTANT 225000 THE GLASSHOUSE 660 12TH AVE 5TH FLOOR NEW YORK NY 10005 EVENT FACILITY 184450 10 5859296 40402213 1775973 46261509 ATTORNEY FEES 541100 20316 20316 20316 2079459 2079459 23859 0 23859 23859 23859 10960657 9665481 1295176 1295176 1295176 816250 5859296 989117 -172867 -172867 OTHER REVENUE 900099 317976 317976 317976 49825428 338292 0 3225627 9268 9268 3472183 1540770 1495888 435525 12226123 8327151 1105238 2793734 619296 432423 42388 144485 3352400 2275305 330158 746937 1124417 730445 157439 236533 752713 752713 6456 6456 1124509 1124509 186355 186355 1646854 1331613 315257 -16 1908032 1301081 242491 364460 1425734 927075 199464 299195 1088055 808545 106919 172591 31661 23528 3111 5022 288230 185533 42755 59942 134134 87187 18779 28168 EQUIPMENT 631737 141397 242254 248086 DUES AND SUBSCRIPTIONS 169016 159871 3975 5170 BAD DEBT EXPENSE 157347 157347 DIRECT CASE EXPENSES 138180 138180 52231 33950 7312 10969 30544931 19212491 4657130 6675310 X 439770 175512 0 264258 6753335 7507717 5759228 13800483 10127221 9589701 12497 124864 593425 765645 2045189 1433850 903467 611339 51992951 66027136 84852 84852 8807612 9558457 85034588 108070194 3050771 2653224 78555 743077 6192214 3492288 9321540 6888589 X 60742878 82894101 14970170 18287504 75713048 101181605 85034588 108070194 X 19280497 3246654 2941406 X X 0 1 X 1 0 X 35540607 23627425 31514240 55622937 46261509 192566718 35540607 23627425 31514240 55622937 46261509 192566718 39698149 152868569 359843 388786 578698 1459520 2103318 4890165 4143 540741 450474 762382 816250 2573990 200030873 2190227 0.76420 0.79350 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REV - 2021 AMOUNT: $ 2,093. 2022 AMOUNT: $ 17,256. 2023 AMOUNT: $ 7,284. 2024 AMOUNT: $ 86,722. 2025 AMOUNT: $ 0. FUNDRAISING EVENT INCOME - 2022 AMOUNT: $ 508,185. 2023 AMOUNT: $ 442,340. 2024 AMOUNT: $ 669,660. 2025 AMOUNT: $ 816,250. SPEAKER REVENUE - 2021 AMOUNT: $ 2,050. 2022 AMOUNT: $ 15,300. 2023 AMOUNT: $ 850. 2024 AMOUNT: $ 6,000. 2025 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3953 2503 6456 23863166 23869622 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 5806 5702 10134 6456 28098 250000 250000 250000 250000 1000000 1500000 2701 5257 4600 3953 16511 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 PREPARE FOR THE MEETING, SPEND STAFF TIME ON STRATEGY MEETINGS, RESEARCH, WRITING, CREATING, AS WELL AS THE TIME THAT 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. 3499298 508407 219442 3788263 3280295 449743 230740 3499298 8740901 1861740 -7322346 3280295 11171088 106900 -2537087 8740901 9318489 1852599 11171088 0.23610 0.11830 0.64560 1 0 711462 596636 114826 366964 323066 43898 966763 514148 452615 611339 ASSETS HELD FOR GIFT ANNUITIES 3025612 BENEFICIAL INTEREST IN TRUSTS 4162633 SECURITY DEPOSITS 192460 RIGHT OF USE ASSET 2177752 9558457 LIABILITES UNDER GIFT ANNUITIES 1001903 LEASE LIABILITY 2490385 3492288 X 77167627 3246654 21340493 2941407 27528554 49639073 186355 186355 49825428 51699070 21340493 21340493 30358577 186355 186355 30544932 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, 2025 AND 2024, 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: CHANGE IN VALUE OF GIFT ANNUITIES 83,236. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS 2,787,469. DISPOSAL OF PROPERTY & EQUIPMENT 70,702. X X X X X X 1 ALLEGIANCE FUNDRAISING PO BOX 9132 FARGO ND 58104 MEMBERSHIP & DIRECT MAIL CONSULTING 0 6407151 1046422 5360729 EVENT MANAGEMENT GROUP INC 411 EAST 83RD STREET SUITE 3F NEW YORK NY 10028 SPECIAL EVENT FUNDRAISING 0 2545559 78087 2467472 8952710 1124509 7828201 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 2545559 2252024 293535 176080 137538 42939 CHICAGO - BON FOSTER 608094 487519 120575 31700 68870 7013 11 3521893 3119753 402140 28154 419632 27174 6675546 5859296 816250 235934 626040 77126 939100 -122850 1 NATIONAL NETWORK FOR YOUTH 741 8TH STREET SE WASHINGTON DC 20003 521009952 501(C)(3) 9268 0 SUMMIT SPONSORSHIP 1 0 PART I, LINE 2: LAMBDA LEGAL ATTENDED THE NATIONAL NETWORK FOR YOUTH 2025 SUMMIT, ENSURING THAT THE SPONSORSHIP FUNDS WERE USED AS INTENDED. X X X 0 1 0 1 0 0 0 1 0 KEVIN JENNINGS CHIEF EXECUTIVE OFFICER 409020 0 353316 0 1287 0 53146 0 49243 0 866012 0 0 0 JOSH PUSHKIN CHIEF DEVELOPMENT OFFICER 334551 0 100169 0 281 0 21015 0 23168 0 479184 0 0 0 JENNIFER PIZER CHIEF LEGAL OFF. (UNTIL 06/14/25) 313432 0 49050 0 2381 0 23703 0 25007 0 413573 0 0 0 CAMILLA TAYLOR DEP LEGAL DIR, LITIGATION 295776 0 22781 0 774 0 19033 0 62715 0 401079 0 0 0 JOHN E ROANE CHIEF OPERATING OFFICER 277739 0 56400 0 1188 0 16831 0 37409 0 389567 0 0 0 GIILIAN MICHELLE POWER CHIEF TECHNOLOGY OFFICER 210708 0 15872 0 414 0 12504 0 74676 0 314174 0 0 0 AMANDA WYATT CHIEF FINANCIAL OFFICER 228254 0 27102 0 162 0 14562 0 26369 0 296449 0 0 0 KAREN LOEWY DIRECTOR OF CONSTITUTIONAL LAW PRACT 198470 0 18476 0 406 0 4750 0 66015 0 288117 0 0 0 PAUL CASTILLO DEPUTY LEGAL DIRECTOR FOR LEGAL EDUC 212458 0 20349 0 414 0 14771 0 25504 0 273496 0 0 0 CINDI A CREAGER CHIEF COMMUNICATION OFFICER 229792 0 10526 0 774 0 5302 0 24410 0 270804 0 0 0 MARCO CHAN CHIEF OF PLANNING & PROGRAM MGMT 208893 0 24747 0 162 0 14771 0 21318 0 269891 0 0 0 MARSHALL COOK INTERIM DEPUTY LEGAL DIR. FOR POLICY 214490 0 19866 0 774 0 4900 0 24356 0 264386 0 0 0 KEN UPTON SENIOR COUNSEL & 1ST AMENDMENT STRAT 201166 0 19380 0 3708 0 13515 0 26468 0 264237 0 0 0 PART I, LINE 4B THE CHIEF EXECUTIVE OFFICER PARTICIPATED IN A DEFERRED COMPENSATION PLAN. HE RECEIVED $34,463, AND IT IS REPORTED IN COLUMN C. PART I, LINE 5 THE BONUS STRUCTURES FOR THE CHIEF EXECUTIVE OFFICER AND CHIEF DEVELOPMENT OFFICER INCLUDE A TARGET FOR REVENUE METRICS. THE AMOUNTS REPORTED IN PART II, COLUMN B(II) ARE $280,000 AND $100,169 RESPECTIVELY. PART I, LINE 7 BONUSES ARE SUBMITTED BY THE EXECUTIVE TEAM DEPARTMENT HEADS TO THE CEO. THE CEO APPROVES BONUSES. THE BOARD APPROVES THE CEO'S BONUS. X 4 62400 FAIR MARKET VALUE X 9573 1713573 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF SHARES CONTRIBUTED. PART I, LINE 32B: LAMBDA LEGAL USED THE SERVICES OF AN ART BROKER TO CONDUCT THE PUBLIC SALE OF DONATED ARTWORK. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE CHANGED REGARDING APPROVAL OF COMPENSATION OF DIRECTORS, AND BOARD COMMITTEE CHARTERS WERE STANDARDIZED. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT 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 PREPARED 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 83,235. CHANGE IN VALUE OF GIFT ANNUITIES 2,787,469. DISPOSAL OF PROPERTY & EQUIPMENT 70,702. FORM 990, PART XII, LINE 2C: THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.