2022-10-13T08:22:35-05:00 2021-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2021-01-01 237395681 LAMBDA LEGAL DEFENSE & EDUCATION FUND INC LAMB 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 AMANDA WYATT CFO 2128098585 2022-10-13 1 AMANDA WYATT 999009999 MAGDALENA M CZERNIAWSKI P00535099 2125038800 2022-09-28 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z AMANDA WYATT 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 161155466 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. 33 33 136 33 0 0 24661820 35540607 240385 1300405 505394 4839644 85205 4143 25492804 41684799 0 450000 0 0 12037869 14061197 218000 202400 5432423 5916472 7420346 18172341 22133943 7320463 19550856 29437377 47040601 6027571 4773778 23409806 42266823 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 WITH HIV THROUGH IMPACT LITIGATION, EDUCATION AND PUBLIC POLICY WORK. 0 0 8114438 450000 1304548 FOR NEARLY FIFTY 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 2021, OUR PROGRAMMATIC EFFORTS ALIGNED WITH OUR TWO TOP PROGRAMMATIC PRIORITIES, AS IDENTIFIED IN 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.IN DEFINING THOSE WHO ARE MOST VULNERABLE AND IN GREATEST NEED OF ADDITIONAL LEGAL PROTECTIONS, WE HAVE IDENTIFIED THE FOLLOWING GROUPS AS AREAS OF INTENTION AND FOCUS IN OUR STRATEGIC PLAN: IMMIGRANTS SEEKING ASYLUM AND IN DETENTION; LGBTQ+ PEOPLE FACING SYSTEMIC DISCRIMINATION IN EMPLOYMENT, HOUSING, PUBLIC ACCOMMODATIONS, SOCIAL SERVICES, AND CREDIT; PEOPLE FACING BIAS IN OUR CRIMINAL LEGAL SYSTEM AND FROM POLICE, PARTICULARLY LGBTQ+ PEOPLE OF COLOR AND PEOPLE ENGAGING IN SEX WORK; PEOPLE LIVING WITH HIV FACING CRIMINALIZATION AND DISCRIMINATION; SENIORS; TRANSGENDER, GENDER NON-CONFORMING AND NONBINARY PEOPLE NEEDING HEALTH CARE, IDENTITY DOCUMENTS, AND OTHER FORMS OF CARE AND RECOGNITION; AND YOUTH IN SCHOOLS AND IN OTHER GOVERNMENT SYSTEMS SUCH AS FOSTER CARE. AS FOR DEFENDING HARD-WON RIGHTS, WE ARE FOCUSED ON DEFENDING MARRIAGE EQUALITY, PROTECTING NONDISCRIMINATION PROTECTIONS FROM DILUTION, AND FENDING OFF ATTACKS ON TRANSGENDER AND NONBINARY PEOPLE. WE HAVE ACHIEVED MAJOR VICTORIES IN EACH OF THESE AREAS, SOME OF WHICH WE HIGHLIGHT BELOW. WITH THE CHANGE IN ADMINISTRATION IN JANUARY 2021, WE WERE ABLE TO RESOLVE A NUMBER OF HIGH PROFILE AND LONG-RUNNING CASES ON BEHALF OF OUR COMMUNITY, INCLUDING OUR CHALLENGE TO THE BAN ON MILITARY SERVICE BY TRANSGENDER PEOPLE AND OUR CHALLENGE TO AN EXECUTIVE ORDER PROHIBITING FEDERAL CONTRACTORS AND GRANTEES FROM ADDRESSING SYSTEMIC RACISM AND SEX DISCRIMINATION IN THE COURSE OF THEIR WORK, WHICH OFTEN INVOLVES EDUCATION AND OUTREACH EFFORTS TO COMMUNITIES WHO ARE LIVING WITH THE NEGATIVE CONSEQUENCES OF SUCH DISCRIMINATION. WE WERE ALSO ABLE TO SUCCESSFULLY RESOLVE OUR CASE AGAINST THE SOCIAL SECURITY ADMINISTRATION FOR DENYING SURVIVORS BENEFITS TO SAME-SEX SPOUSES AND PARTNERS WHO WERE NOT ABLE TO SATISFY THAT AGENCY'S 9-MONTH MARRIAGE ELIGIBILITY REQUIREMENT DUE TO BARRIERS TO MARRIAGE EQUALITY THAT WERE ONLY ELIMINATED BY THE OBERGEFELL V. HODGES DECISION, WHICH LAMBDA LEGAL WON IN 2015. THIS VICTORY, PART OF OUR ONGOING DEFENSE OF MARRIAGE EQUALITY, RESULTED IN HUNDREDS OF THOUSANDS OF DOLLARS IN LONG OVERDUE BENEFITS BEING PAID TO LGBTQ+ SENIORS, PROVIDING THEM WITH THE GREATER ECONOMIC SECURITY THAT THESE BENEFITS WERE INTENDED TO PROVIDE. SEVERAL OTHER CASES FILED DURING THE TRUMP ADMINISTRATION TO BLOCK DANGEROUS AND ILLEGAL RULE CHANGES CONTINUED THROUGH 2021, INCLUDING OUR CHALLENGE TO THE ROLLBACK OF REGULATIONS IMPLEMENTING THE NONDISCRIMINATION PROTECTIONS OF THE AFFORDABLE CARE ACT AND OUR CHALLENGE TO AN ELEVENTH-HOUR TRUMP ADMINISTRATION RULE ROLLING BACK NONDISCRIMINATION PROTECTIONS IN HEALTH AND WELFARE PROGRAMS FUNDED WITH TAXPAYER DOLLARS, INCLUDING MANY PROGRAMS SUPPORTING SENIORS AND YOUTH. FOLLOWING THE SUPREME COURT'S DECISION IN FULTON V. CITY OF PHILADELPHIA, IN WHICH WE FILED AN AMICUS BRIEF, WE HAVE CONTINUED TO LITIGATE MULTIPLE CASES INVOLVING DISCRIMINATION AGAINST SAME-SEX COUPLES WHO ARE DENIED THE OPPORTUNITY TO APPLY TO BE FOSTER OR ADOPTIVE PARENTS BY RELIGIOUS ENTITIES WHO HAVE CONTRACTED WITH THE STATE TO PROVIDE CHILD WELFARE PLACEMENT AND RELATED SERVICES WITH TAXPAYER DOLLARS.THE ONSLAUGHT OF STATE LEGISLATIVE ATTACKS AGAINST TRANSGENDER YOUTH REQUIRED SIGNIFICANT ATTENTION THROUGHOUT 2021. WE FILED TWO FEDERAL LAWSUITS, ONE IN WEST VIRGINIA AND ANOTHER IN TENNESSEE, ON BEHALF OF TRANSGENDER YOUTH BLOCKED FROM PARTICIPATION IN SCHOOL ATHLETIC PROGRAMS. WORKING WITH SIBLING ORGANIZATIONS AND PRO BONO COUNSEL, WE SECURED A PRELIMINARY INJUNCTION IN WEST VIRGINIA, WHICH ALLOWED OUR CLIENT TO PARTICIPATE ON HER SCHOOL'S FALL CROSS COUNTRY TEAM. WE ALSO EXPENDED CONSIDERABLE RESOURCES FIGHTING LEGISLATIVE EFFORTS TO BLOCK ACCESS TO GENDER-AFFIRMING HEALTHCARE FOR TRANSGENDER YOUTH IN PLACES LIKE ALABAMA AND TEXAS, AND PREPARING TO LITIGATE IF NEEDED. WE ALSO WORKED BOTH PUBLICLY AND BEHIND THE SCENES IN MANY OTHER STATES ALL OVER THE COUNTRY, FROM THE DEEP SOUTH TO THE MOUNTAIN WEST, TO DEFEAT OR STALL ANTI-LGBTQ LEGISLATION BY SUPPLYING LEGAL ANALYSIS TO LEGISLATORS AND EDUCATION AND ADVOCACY MATERIALS TO HELP ENGAGE THE GENERAL PUBLIC.WE CONTINUED OUR EFFORTS TO ROOT OUT DISCRIMINATORY BARRIERS TO GENDER-AFFIRMING HEALTHCARE, INCLUDING CHALLENGES TO STATE EMPLOYEE HEALTHCARE PROGRAMS IN NORTH CAROLINA AND WEST VIRGINIA, AND SIMILAR PROVISIONS IN STATE MEDICAID PROGRAMS, WHICH ARE THE MAIN SOURCE OF HEALTHCARE FOR LOWER INCOME PEOPLE. OUR MEDICAID CHALLENGE IN ALASKA CAME TO A SUCCESSFUL CONCLUSION WITH THE FINALIZATION OF A NEW REGULATION TO ENSURE COVERAGE FOR THOSE SEEKING GENDER AFFIRMING CARE, AND WE FILED A FRIEND OF THE COURT BRIEF IN SUPPORT OF A SIMILAR MEDICAID CHALLENGE IN ARIZONA, AMONG OTHER ACTIVITIES IN THIS AREA. WE ARE ALSO LITIGATING ON BEHALF OF CLIENTS DENIED MEDICALLY NECESSARY GENDER-AFFIRMING CARE BASED ON THEIR PRIVATE SECTOR EMPLOYERS' RELIGIOUS OBJECTIONS TO PROVIDING THE CARE. WE MADE TREMENDOUS PROGRESS IN OUR ONGOING EFFORT TO ENSURE THAT TRANSGENDER AND NONBINARY PEOPLE CAN OBTAIN GOVERNMENT IDENTITY DOCUMENTS WITH ACCURATE GENDER MARKERS. AFTER YEARS OF ADVOCACY, WE SECURED THE FIRST U.S. PASSPORT WITH AN X GENDER MARKER FOR OUR INTERSEX AND NONBINARY CLIENT, WHICH PAVED THE WAY FOR OTHERS TO BEING APPLYING FOR A PASSPORT WITH AN X MARKER IN 2022. LIKEWISE, THROUGH LITIGATION, WE SECURED A NONBINARY GENDER MARKER OPTION FOR NEW YORK STATE DRIVER'S LICENSES. WE CONTINUED CHALLENGING TENNESSEE'S DISCRIMINATORY BIRTH CERTIFICATE LAW, FILED A NEW LAWSUIT CHALLENGING SIMILARLY DISCRIMINATORY POLICIES IN NORTH CAROLINA, AND SUPPORTED RELATED LITIGATION ACROSS THE COUNTRY BY FILING AMICUS CURIAE (FRIEND OF THE COURT) BRIEFS. OUR WORK ON BEHALF OF YOUTH IN SCHOOLS AND YOUTH IN OUT-OF-HOME CARE CONTINUED TO YIELD POSITIVE RESULTS IN 2021. AFTER YEARS OF INVESTMENT, WE HELPED SECURE NEW NONDISCRIMINATION PROTECTIONS WITHIN THE ARIZONA CHILD WELFARE SYSTEM, AND WE CONTINUE EFFORTS TO IMPROVE PROTECTIONS IN STATES RANGING FROM MARYLAND TO NEW MEXICO. WE CONTINUED WORK WITH FEDERAL PARTNERS WITHIN THE DEPARTMENT OF JUSTICE TO ADDRESS THE OVERREPRESENTATION OF LGBTQ+ YOUTH, PARTICULARLY BLACK AND BROWN YOUTH, IN THE JUVENILE JUSTICE SYSTEM TO ENSURE THAT SYSTEM-INVOLVED YOUTH ARE FREE FROM DISCRIMINATION ON THE BASIS OF SEXUAL ORIENTATION, GENDER IDENTITY, AND GENDER EXPRESSION. WE FILED AN AMICUS BRIEF IN THE SUPREME COURT TO ENSURE THAT ANY RULING INTENDED TO PROTECT THE FIRST AMENDMENT RIGHTS OF STUDENTS TO ENGAGE IN OFF-CAMPUS SPEECH DID NOT CALL INTO QUESTION SCHOOL OFFICIALS' OBLIGATION TO ADDRESS HARASSMENT AND DISCRIMINATION, WHICH CAN DENY EQUAL EDUCATIONAL OPPORTUNITY FOR LGBTQ+ (AND OTHER) STUDENTS TARGETED BY SUCH CONDUCT. THE DECISION ULTIMATELY ISSUED BY THE SUPREME COURT IN THE CASE INCORPORATED THE ANALYSIS AND EMPHASIZED THE CONCERNS SET FORTH IN OUR AMICUS BRIEF. ON THE HIV FRONT, OUR MANY YEARS OF ADVOCACY IN ILLINOIS CAME TO FRUITION WITH THE PASSAGE AND SIGNING INTO LAW OF A LONG OVERDUE HIV DECRIMINALIZATION BILL. WE CONTINUE TO ADDRESS HIV CRIMINALIZATION AND BIAS THROUGH DIRECT REPRESENTATION OF CLIENTS FACING SUCH DISCRIMINATION IN PLACES LIKE FLORIDA, AND BY USING OUR FAIR COURTS PROJECT ADVOCACY, INCLUDING COURT OFFICER TRAININGS, LEGAL ADVOCACY AND PUBLIC EDUCATION, TO ADDRESS JUDGE AND JUROR BIAS, AND TO ENHANCE THE EFFECTIVENESS OF EXISTING TOOLS TO ROOT OUT SEXUAL ORIENTATION, GENDER IDENTITY, AND HIV BIAS IN OUR CIVIL AND CRIMINAL LEGAL SYSTEMS. WITH RESPECT TO IMMIGRATION, IN THE BEGINNING OF 2021, WE SECURED A COURT ORDER BLOCKING IMPLEMENTATION OF THE TRUMP ADMINISTRATION'S "DEATH TO ASYLUM" RULE, WHICH WOULD HAVE DRAMATICALLY CURTAILED THE ABILITY OF LGBTQ+ PEOPLE AND PEOPLE LIVING WITH HIV FROM SEEKING ASYLUM AND REFUGE FROM COUNTRIES WHERE THEIR IDENTITY OR HIV STATUS PUT THEIR SAFETY AND HEALTH AT GRAVE RISK. WE ALSO FILED MULTIPLE AMICUS BRIEFS IN FEDERAL COURTS OF APPEALS ACROSS THE COUNTRY IN SUPPORT OF ASYLUM PETITIONS BROUGHT BY LGBTQ+ PEOPLE FLEEING PERSECUTION IN THEIR HOME COUNTRIES. OUR BRIEFS ADDRESS COMMONLY RECURRING ISSUES ABOUT WHAT SHOULD QUALIFY AS "CHANGED CIRCUMSTANCES" SUPPORTING A DISCRETIONARY WAIVER OF THE ONE-YEAR BAR ON APPLYING FOR ASYLUM, HOW ANTI-LGBTQ+ BIAS MANIFESTS IN COUNTRIES ACROSS THE WORLD, AND WHY MISGENDERING AND OTHER EVIDENCE OF BIAS BY OFFICIALS WITHIN 4786117 OUR LEGAL WORK IS SUPPORTED BY EXPANSIVE PUBLIC EDUCATION AND COMMUNICATION EFFORTS THAT ALLOW US TO REACH A WIDE RANGE OF AUDIENCES ACROSS MANY CHANNELS THROUGHOUT THE YEAR. FOR EXAMPLE, OUR MEDIA TEAM REGULARLY ENGAGES WITH A BROAD RANGE OF REPORTERS TO KEEP THEM, AND BY EXTENSION THEIR AUDIENCES, INFORMED ON LGBTQ+ RIGHTS ISSUES. MOREOVER, WE MAINTAINED A ROBUST ONLINE PRESENCE THAT PROVIDED COMPREHENSIVE RESOURCES, TIMELY NEWS, ANALYSIS, AND COMMENTARY ACROSS MULTIPLE PLATFORMS, INCLUDING OUR WEBSITE (VISITED BY OVER ONE MILLION VIEWERS IN 2021), 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 LARGE PORTFOLIO OF 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 LEVEL OF GOVERNMENT. FINALLY, AS WE CONTINUED TO NAVIGATE THE PUBLIC HEALTH CONCERNS ASSOCIATED WITH THE COVID-19 PANDEMIC LAMBDA LEGAL'S ATTORNEYS AND OTHER STAFF MAINTAINED OUR PUBLIC PROFILE BY PRESENTING VIRTUALLY ON LGBTQ+ AND HIV-RELATED ISSUES THROUGHOUT THE YEAR AT NUMEROUS CONFERENCES AND OTHER PUBLIC EVENTS, AS WELL AS VIA PLATFORMS CREATED BY LAMBDA LEGAL ON OUR SOCIAL MEDIA CHANNELS TO ENSURE CONTINUITY IN OUR PUBLIC EDUCATION EFFORTS.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+ COMMUNITY ON AN ON-GOING BASIS. THE VALUE OF THESE PRO BONO SERVICES IS INCLUDED IN OUR AUDITED FINANCIAL STATEMENTS AND WAS $6,483,526 IN 2021. IN ACCORDANCE WITH APPLICABLE LAW AND REGULATIONS, REVENUE OR 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 ALL LAMBDA LEGAL CONSTITUENTS TO BE INFORMED OF THIS WORK AND ITS IMPACT. 12900555 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 77 0 1 136 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 33 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 AMANDA WYATT CHIEF FINANCIAL OFFICER 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053919 AMBER WHITTINGTON DIRECTOR 5.00 X 0 0 0 ANDREW MITCHELL-NAMDAR DIRECTOR 5.00 X 0 0 0 ANGEL BURGOS DIRECTOR 5.00 X 0 0 0 ANGELA LIM DIRECTOR 5.00 X 0 0 0 ANNETTE CERBONE DIRECTOR (OUTGOING) 5.00 X 0 0 0 BECK FINEMAN DIRECTOR 5.00 X 0 0 0 BETH MEYERSON DIRECTOR 5.00 X 0 0 0 CARL JONES JR DIRECTOR 5.00 X 0 0 0 CONNIE MONTOYA DIRECTOR 5.00 X 0 0 0 CYNTHIA HILL DIRECTOR 5.00 X 0 0 0 DANIELLE PIERGALLINI DIRECTOR 5.00 X 0 0 0 DAVID DE FIGUEIREDO VICE CHAIR 5.00 X X 0 0 0 DAVID TSAI DIRECTOR (OUTGOING) 5.00 X 0 0 0 DEVIN MURPHY DIRECTOR (OUTGOING) 5.00 X 0 0 0 DIANE BELL DIRECTOR 5.00 X 0 0 0 ERIC JOHNSON DIRECTOR 5.00 X 0 0 0 FRED SMITH DIRECTOR 5.00 X 0 0 0 GLEN HESSEL DIRECTOR (OUTGOING) 5.00 X 0 0 0 HEATHER STEARNS DIRECTOR 5.00 X 0 0 0 IAN TZENG DIRECTOR 5.00 X 0 0 0 JOANNE HERMAN DIRECTOR 5.00 X 0 0 0 JOHN BLAZEK DIRECTOR 5.00 X 0 0 0 JOHN STAFSTROM CHAIR 5.00 X X 0 0 0 JORDAN HEINZ DIRECTOR 5.00 X 0 0 0 KATRINA QUICKER DIRECTOR (OUTGOING) 5.00 X 0 0 0 KECIA REYNOLDS DIRECTOR 5.00 X 0 0 0 KENNETH WEISSENBERG DIRECTOR (OUTGOING) 5.00 X 0 0 0 LAUREN MUTTI VICE-CHAIR 5.00 X X 0 0 0 MADELINE MCDONOUGH DIRECTOR 5.00 X 0 0 0 MAUREEN BENNETT DIRECTOR 5.00 X 0 0 0 MEG COLUMBIA WALSH DIRECTOR 5.00 X 0 0 0 MEGAN STABLER DIRECTOR (OUTGOING) 5.00 X 0 0 0 MICHAEL ANGELO SECRETARY 5.00 X X 0 0 0 MICHELLE RILEY DIRECTOR 5.00 X 0 0 0 PATRICK O'KEEFFE DIRECTOR 5.00 X 0 0 0 PATRICK S MENASCO DIRECTOR 5.00 X 0 0 0 PETER BARBUR DIRECTOR 5.00 X 0 0 0 RACHEL GOLDBERG TREASURER (OUTGOING) 5.00 X X 0 0 0 RICHARD WESTER DIRECTOR 5.00 X 0 0 0 ROBERT GARCIA DIRECTOR 5.00 X 0 0 0 RODERICK HAWKINS DIRECTOR (OUTGOING) 5.00 X 0 0 0 SHERI BONSTELLE SECRETARY (OUTGOING) 5.00 X X 0 0 0 STEVE THORNTON TREASURER 5.00 X X 0 0 0 WILLIAM HARDIN DIRECTOR 5.00 X 0 0 0 YEMI A ADEGBONMIRE DIRECTOR 5.00 X 0 0 0 AMANDA WYATT CFO 40.00 X 105744 0 3416 CHARLES FIELDS COO (OUTGOING) 40.00 X 359113 0 32083 KEVIN JENNINGS CEO 40.00 X 386414 0 27704 JOSHUA PUSHKIN CDO 40.00 X 304917 0 14489 SHARON MCGOWAN CSO 40.00 X 258491 0 86844 CAMILLA TAYLOR DIRECTOR OF CONSITUTIONAL 40.00 X 208093 0 33022 JENNIFER PIZER SC & D LAW & POLICY 40.00 X 210243 0 37144 MILDRED PEREZ DIRECTOR OF PEOPLE AND CUL 40.00 X 180131 0 36667 SEAN COTTMAN DIR OF TECH & CYBERSECURITY 40.00 X 177012 0 10145 SHERISE BRIGHT CCO 40.00 X 238279 0 36227 2428437 0 317741 38 0 1 0 BDO USA LLP 5300 PATTERSON AVENUE SE SUITE 100 GRAND RAPIDS MI 49512 CONSULTANT 701941 SV PRODUCTIONS LLC 10 HALLETTS PL APT 607 ASTORIA NY 11102 EVENT CONSULTANT 450255 PRECISION STRATEGIES LLC 901 NEW YORK AVE NW SUITE 530 WASHINGTON DC 20001 MARKETING CONSULTANT 370000 COOPER COLEMAN LLC 111 N WABASH AVENUE SUITE 1094 CHICAGO IL 60602 RECRUITING 251085 ON RAMPS SERVICES LLC 307 7TH AVE SUITE 901 NEW YORK NY 10001 RECRUITING 205000 7 1933323 33607284 697494 35540607 ATTORNEY FEES 541100 1300405 1300405 1300405 359843 359843 123950468 119470667 4479801 4479801 4479801 OTHER REVENUE 900099 2093 2093 SPEAKER REVENUE 900099 2050 2050 4143 41684799 1304548 0 4839644 450000 450000 1579216 710334 583180 285702 9283532 6476699 893275 1913558 418764 295818 24704 98242 1999952 1376636 152143 471173 779733 537777 65767 176189 298509 298509 6021 6021 202400 202400 201112 201112 2004194 705261 908245 390688 1712959 873726 194997 644236 1459809 874100 141052 444657 299078 68709 138431 91938 6145 1412 2844 1889 194439 116500 18636 59303 87656 52521 8400 26735 SPECIAL EVENT EXPENSES 572045 572045 BAD DEBT EXPENSE 153898 153898 DUES AND SUBSCRIPTIONS 139378 129036 1867 8475 DIRECT CASE EXPENSES 130604 130604 154499 95401 13905 45193 22133943 12900555 3800965 5432423 X 382494 152803 0 229691 3274052 6150209 1316239 2696462 4425087 2249664 372687 210505 402397 560189 2127574 1615451 625494 512123 15275834 30636570 3745587 4024879 29437377 47040601 2081579 2794555 6667 42685 1933323 2006002 1936538 6027571 4773778 X 20157107 37204794 3252699 5062029 23409806 42266823 29437377 47040601 X 19550856 -654163 -39676 X X 0 1 X 1 0 X 4893667 16771050 15187411 24661820 35540607 97054555 4893667 16771050 15187411 24661820 35540607 97054555 12481830 84572725 162150 463408 384397 237256 359843 1607054 604791 519111 893902 97672 4143 2119619 100781228 2029298 0.83920 0.88580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REV - 2018 AMOUNT: $ 2,941. 2019 AMOUNT: $ 43,637. 2020 AMOUNT: $ 13,607. 2021 AMOUNT: $ 2,093. FUNDRAISING EVENT INCOME - 2017 AMOUNT: $ 604,791. 2018 AMOUNT: $ 515,170. 2019 AMOUNT: $ 800,265. 2020 AMOUNT: $ 2,550. INSURANCE PROCEEDS - 2019 AMOUNT: $ 50,000. SPEAKER REVENUE - 2018 AMOUNT: $ 1,000. 2020 AMOUNT: $ 8,675. 2021 AMOUNT: $ 2,050. ADVERTISING REFUND - 2020 AMOUNT: $ 72,840. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5611 450410 456021 21677922 22133943 1000000 250000 0 0 1000000 694131 1000000 1000000 3694131 5541197 37806 19960 4366 456021 518153 250000 173533 250000 250000 923533 1385300 35996 9500 3484 5611 54591 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. 9318489 1852599 11171088 8345547 972942 9318489 10004390 1415171 3074014 8345547 1216698 11756135 -460881 2507562 10004390 1189230 27468 1216698 0.84867 0.03787 0.11346 1 0 928569 649771 278798 848806 766947 81859 350199 198733 151466 512123 ASSETS HELD FOR GIFT ANNUITIES 2433445 BENEFICIAL INTEREST IN TRUSTS 1323315 SECURITY DEPOSITS 268119 4024879 DEFERRED RENT 637075 LIABILITES UNDER GIFT ANNUITIES 1299463 1936538 X 47313052 -654163 6483528 5829365 41483687 201112 201112 41684799 28416359 6483528 6483528 21932831 201112 201112 22133943 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, 2021 AND 2020, 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. X X X X X X 1 RISING TIDE DIRECT 233 NEEDHAM ST NEWTON MA 02464 MEMBERSHIP & DIRECT MAIL CONSULTING 0 2652080 127400 2524680 EVENT MANAGEMENT GROUP INC 411 EAST 83RD STREET SUITE 3F NEW YORK NY 10028 SPECIAL EVENT FUNDRAISING 0 783781 75000 708781 3435861 202400 3233461 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 1 HUMAN RIGHTS CAMPAIGN INC 1640 ROHODE ISLAND AVE NW WASHINGTON DC 20036 521243457 501(C)(4) 450000 0 TO SUPPORT THE EQUALITY ACT WORK 2 PART I, LINE 2: THE ORGANIZATION PERIODICALLY RECEIVES COMMUNICATIONS REGARDING ACTIONS TAKEN AND ONGOING LOBBING EFFORTS. X X X 1 0 0 0 0 0 0 1 0 KEVIN JENNINGS CEO 349208 0 35000 0 2206 0 16648 0 11056 0 414118 0 0 0 CHARLES FIELDS COO (OUTGOING) 111423 0 22500 0 225190 0 10379 0 21704 0 391196 0 0 0 SHARON MCGOWAN CSO 232805 0 25416 0 270 0 15319 0 71525 0 345335 0 0 0 JOSHUA PUSHKIN CDO 264387 0 40350 0 180 0 7881 0 6608 0 319406 0 0 0 SHERISE BRIGHT CCO 227759 0 10250 0 270 0 14240 0 21987 0 274506 0 0 0 JENNIFER PIZER SC & D LAW & POLICY 203639 0 5416 0 1188 0 11013 0 26131 0 247387 0 0 0 CAMILLA TAYLOR DIRECTOR OF CONSITUTIONAL 202413 0 5266 0 414 0 12750 0 20272 0 241115 0 0 0 MILDRED PEREZ DIRECTOR OF PEOPLE AND CUL 162127 0 17799 0 205 0 9208 0 27459 0 216798 0 0 0 SEAN COTTMAN DIR OF TECH & CYBERSECURITY 172824 0 3843 0 345 0 6062 0 4083 0 187157 0 0 0 PART I, LINE 4A CHARLES FIELD, COO, RECEIVED SEPARATION PAYMENT OF $225,000 AND IT IS REPORTED IN COLUMN B(III). PART I, LINE 7 BONUSES ARE SUBMITTED BY THE EXECUTIVE TEAM (EACH DEPT HEAD) TO THE CEO. THE CEO APPROVES BONUSES. X 79 697494 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 4A: THE IMMIGRATION SYSTEM CAN LEAD TO A MISCARRIAGE OF JUSTICE AND THEREFORE SHOULD BE TAKEN SERIOUSLY BY REVIEWING COURTS ON APPEAL. FINALLY, IN ADDITION TO THE WORK DESCRIBED ABOVE, OUR LEGAL HELP DESK RESPONDED TO APPROXIMATELY 4,500 REQUESTS FOR ASSISTANCE IN 2021 ON A BROAD RANGE OF ISSUES, INCLUDING EMPLOYMENT, HOUSING, HEALTHCARE, PARENTING AND RELATIONSHIP DISPUTES, IMMIGRATION, AND CRIMINAL LAW MATTERS. FORM 990, PART VI, SECTION A, LINE 4 IN APRIL 2021, THE BOARD OF DIRECTORS VOTED TO CHANGE THE BYLAWS TO INCREASE THE NUMBER OF BOARD MEMBERS FROM 36 TO 40 FOR VARIOUS REASONS, INCLUDING INCREASING THE DIVERSITY OF BOARD MEMBERS. 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 REGULARLY-SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15B: WHEN OFFICERS AND KEY EMPLOYEES ARE RECRUITED TO THE ORGANIZATION, LAMBDA LEGAL WORKS WITH RECRUITING FIRMS THAT BRING COMPARABLE COMPENSATION DATA AS PART OF THE SEARCH PROCESS. DELIBERATION OF COMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE SUBSTANTIATED BY THESE BENCHMARKS. THE ORGANIZATION INTENDS TO CONDUCT A NEW ORGANIZATIONAL COMPENSATION STUDY IN 2022. 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 75,447. CHANGE IN VALUE OF GIFT ANNUITIES -115,123. FORM 990, PART XII, LINE 2C: THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.