2021-10-15T16:34:50-05:00 2020-12-31 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2020-01-01 237395681 LAMBDA LEGAL DEFENSE & EDUCATION FUND INC LAMB 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 AMANDA WYATT CFO 2128098585 2021-10-13 1 AMANDA WYATT 999009999 MAGDALENA M CZERNIAWSKI P00535099 2125038800 2021-10-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z AMANDA WYATT 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 48892776 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. 36 36 118 36 0 0 15187411 24661820 393991 240385 1069031 505394 148012 85205 16798445 25492804 0 0 0 0 11830154 12037869 250199 218000 4435869 6802267 5916472 18882620 18172341 -2084175 7320463 18124614 29437377 3564189 6027571 14560425 23409806 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 7570649 335507 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 2020, WE CONTINUED OUR EFFORTS TO DEFEND THE GAINS THAT WE HAVE MADE IN SECURING MEANINGFUL LEGAL PROTECTIONS FOR LGBTQ+ PEOPLE, WHILE ALSO CONTINUING OUR AFFIRMATIVE DRIVE TO ACHIEVE FULL FORMAL AND LIVED EQUALITY FOR THE COMMUNITIES WE SERVE. THROUGHOUT THE SECOND HALF OF 2020, THE ENTIRE ORGANIZATION ENGAGED IN A THOROUGH STRATEGIC PLANNING PROCESS TO IDENTIFY THE KEY PRIORITIES FOR OUR PROGRAMMATIC WORK OVER THE NEXT 3-5 YEARS, BOTH IN TERMS OF DEFENDING AND ADVANCING IMPORTANT LEGAL PRINCIPLES THAT SERVE AS THE FOUNDATION FOR FULL LEGAL AND LIVED EQUALITY FOR OUR COMMUNITY, AND IN TERMS OF CENTERING THE NEEDS OF THE MOST VULNERABLE CONSTITUENCIES WITHIN OUR COMMUNITY. WE BEGIN FULL IMPLEMENTATION OF THAT PLAN IN 2021. OUR PROGRAM ACCOMPLISHMENTS FOR 2020 CAN BE CLASSIFIED FOUR MAIN AREAS: (1) PROTECTING AND DEFENDING LGBTQ IDENTITIES AND RELATIONSHIPS; (2) SECURING AND EXPANDING NON-DISCRIMINATION PROTECTIONS; (3) CHALLENGING LAWS DRIVEN BY STIGMA RATHER THAN SCIENCE, PARTICULARLY IN THE AREA OF HIV AND TRANSGENDER HEALTH; AND (4) ROOTING OUT ANTI-LGBTQ+ BIAS IN THE JUSTICE SYSTEM. IN 2020, LAMBDA LEGAL WON IMPORTANT VICTORIES ADVANCING THESE GOALS. FIRST, WITH RESPECT TO LGBTQ IDENTITIES AND RELATIONSHIPS, WE CONTINUED OUR WORK TO ENSURE THAT TRANSGENDER PEOPLE, INCLUDING MINORS, ARE ABLE TO SECURE ACCURATE BIRTH CERTIFICATES AND DRIVER'S LICENSES, WITH VARIOUS STATES INCLUDING NEW YORK, IDAHO AND OHIO. WE ADVANCED OUR GROUNDBREAKING LITIGATION AGAINST THE STATE DEPARTMENT FOR REFUSING TO ISSUE AN ACCURATE PASSPORT TO AN INTERSEX, NON-BINARY PERSON WITH A WIN FROM THE U.S. COURT OF APPEALS THAT SENT THE MATTER BACK TO THE AGENCY FOR RECONSIDERATION, AND THROUGH OUR LITIGATION AND OTHER POLICY ADVOCACY, WE SUPPORTED EFFORTS TO EXPAND THE NUMBER OF JURISDICTIONS MAKING A THIRD, NON-BINARY GENDER DESIGNATION AVAILABLE ON KEY IDENTITY DOCUMENTS LIKE BIRTH AND DEATH CERTIFICATES, AND DRIVER'S LICENSES. WE ALSO HAD TO DEDICATE SIGNIFICANT RESOURCES DEFENDING OUR COMMUNITY AGAINST FEDERAL ATTACKS, INCLUDING OUR ONGOING LITIGATION AND POLICY EFFORTS TO END THE BAN ON MILITARY SERVICE BY TRANSGENDER PEOPLE, AND OUR COORDINATED POLICY AND LITIGATION STRATEGY TO BLOCK IMPLEMENTATION OF CHANGES TO ASYLUM RULES THAT WOULD HAVE JEOPARDIZED THE LIVES AND SAFETY OF LGBTQ PEOPLE AND PEOPLE LIVING WITH HIV AROUND THE WORLD AT RISK OF VIOLENCE AND DISCRIMINATION. WE ALSO SUCCESSFULLY DEFENDED ON APPEAL OUR GROUNDBREAKING WIN AFTER TRIAL ON BEHALF OF A TRANSGENDER STUDENT WHO CHALLENGED HIS SCHOOL DISTRICT'S REFUSAL TO RESPECT HIS IDENTITY BY ALLOWING HIM TO USE APPROPRIATE FACILITIES. WE ALSO CONTINUED OUR WORK TO SECURE FULL MARRIAGE EQUALITY FOR SAME-SEX COUPLES. AMONG OUR VICTORIES IN 2020 WERE WINS IN MULTIPLE CASES BROUGHT ON BEHALF OF SAME-SEX SURVIVING SPOUSES DENIED ACCESS TO CRUCIAL SOCIAL SECURITY SURVIVORS' BENEFITS, AND SUCCESSFUL CHALLENGES TO THE U.S. STATE DEPARTMENT'S REFUSAL TO RECOGNIZE THE U.S. CITIZENSHIP OF CHILDREN BORN ABROAD TO MARRIED SAME-SEX COUPLES BASED ON THE AGENCY'S ERRONEOUS DECISION TO APPLY THE TEST USED TO DETERMINE CITIZENSHIP FOR A CHILD BORN OUTSIDE OF MARRIAGE. SECOND, IN OUR ONGOING EFFORT TO SECURE AND EXPAND NON-DISCRIMINATION PROTECTIONS, THE U.S. SUPREME COURT VINDICATED OUR NEARLY TWO DECADES OF ADVOCACY WITH ITS JUNE 2020 DECISION CONFIRMING THAT FEDERAL LAW PROHIBITING SEX DISCRIMINATION IN EMPLOYMENT ALSO FORBIDS DISCRIMINATION ON THE BASIS OF SEXUAL ORIENTATION AND GENDER IDENTITY. WE IMMEDIATELY BEGAN DEFENDING THAT DECISION AGAINST ATTACK, FILING LITIGATION THAT SUCCESSFULLY BLOCKED IMPLEMENTATION OF A FEDERAL REGULATION PURPORTING TO RESTRICT THE REACH OF NONDISCRIMINATION PROTECTIONS IN THE AFFORDABLE CARE ACT. WE OPPOSED PROPOSED CHANGES TO A VARIETY OF FEDERAL REGULATIONS THAT SEEK TO ENABLE DISCRIMINATION BY ENTITIES PROVIDING GOVERNMENT SERVICES WITH TAXPAYER DOLLARS AND BEGAN PREPARING LITIGATION CHALLENGES TO THESE VARIOUS PROPOSALS SHOULD THEY TAKE EFFECT. IN ADDITION TO THIS WORK, WE CONTINUED TO LEAD OTHER ADVOCACY EFFORTS AT THE STATE AND FEDERAL LEVEL TO PROMOTE NONDISCRIMINATION MORE BROADLY IN THE CHILD WELFARE AND JUVENILE JUSTICE SYSTEM. WE CONTINUED OUR WORK ON BEHALF OF SAME-SEX COUPLES DENIED SERVICE BY BUSINESS OWNERS WHO ASSERTED THE RIGHT TO RELIGION-BASED EXEMPTIONS FROM STATE NON-DISCRIMINATION LAWS, AND PARTICIPATED IN OTHER CASES AS INTERVENORS OR AMICUS TO DEFEND LAWS PROHIBITING DISCRIMINATION AGAINST LGBTQ PEOPLE FROM INCREASINGLY AGGRESSIVE CHALLENGES ON VARIOUS FIRST AMENDMENT GROUNDS. FOR EXAMPLE, WE FILED AN AMICUS BRIEF IN THE U.S. SUPREME COURT ON BEHALF OF CHILD WELFARE AGENCIES, EXPLAINING THE SERIOUS HARM TO LGBTQ AND OTHER CHILDREN IN FOSTER CARE SYSTEMS THAT RESULTS FROM ALLOWING TAXPAYER-FUNDED ORGANIZATIONS TO DISCRIMINATE AGAINST SAME-SEX COUPLES WISHING TO SERVE AS FOSTER OR ADOPTIVE PARENTS. LIKEWISE, WE HAVE REPRESENTED LGBTQ YOUTH SEEKING TO PARTICIPATE IN CASES WHERE PUBLIC SCHOOLS HAVE BEEN SUED FOR DISCIPLINING TEACHERS DEMANDING THE RIGHT TO MISGENDER THEIR STUDENTS AS AN EXERCISE OF RELIGIOUS LIBERTY OR FREE SPEECH. WE ALSO FILED AMICUS BRIEFS IN THE U.S. SUPREME COURT AND IN OTHER FEDERAL AND STATE COURTS OF APPEALS TO ENSURE THAT THE GOVERNMENT'S COMPELLING INTEREST IN COMBATTING ANTI-LGBTQ DISCRIMINATION IS GIVEN DUE CONSIDERATION AND WEIGHT IN CASES SEEKING TO UNDERMINE OR DILUTE SUCH PROTECTIONS. THIRD, LAMBDA LEGAL FIGHTS NATIONALLY TO ENSURE THAT LAWS AND POLICIES AFFECTING THE HEALTH AND WELL-BEING OF LGBTQ+ PEOPLE ARE GROUNDED IN SCIENCE, RATHER THAN DRIVEN BY STIGMA. IN JANUARY 2020, WE SECURED A WATERSHED DECISION FROM THE U.S. COURT OF APPEALS, AFFIRMING A LOWER COURT DECISION PREVENTING THE U.S. MILITARY FROM ENFORCING ITS OUTDATED AND STIGMA-DRIVEN POLICY REGARDING SERVICE BY PEOPLE LIVING WITH HIV AGAINST TWO AIRMEN. WITH THE BENEFIT OF THIS RULING, WE RESUMED OUR LITIGATION IN THE TRIAL COURT WITH A GOAL OF BLOCKING THIS POLICY PERMANENTLY. ON THE LEGISLATIVE FRONT, WE CONTINUED OUR PARTNERSHIP WITH STATE-BASED ADVOCATES IN VARIOUS STATES, INCLUDING FLORIDA AND INDIANA, TO AMEND OR REPEAL DRACONIAN LAWS IMPOSING HARSHER PUNISHMENT ON SEXUAL ACTIVITY BY PEOPLE LIVING WITH HIV, AND AT THE FEDERAL LEVEL, WE CONTINUED OUR ADVOCACY TO UPDATE OUR NATION'S BLOOD DONATION POLICIES. THROUGH LITIGATION, WE STRUCK DOWN AN ANTI-LGBTQ CURRICULUM LAW IN SOUTH CAROLINA THAT PROVIDED MISLEADING INFORMATION ABOUT HIV AND OTHER MATTERS OF SEXUAL HEALTH, AND STIGMATIZED LGBTQ STUDENTS AS A RESULT. WE HAVE CONTINUED CHALLENGING DISCRIMINATORY EXCLUSIONS ON TRANSITION-RELATED HEALTHCARE IN STATE-PROVIDED HEALTHCARE PLANS, AND SECURED VICTORIES ON BEHALF OF A TRANSGENDER STATE EMPLOYEE AND MEDICAID RECIPIENTS IN ALASKA WHO WERE DENIED COVERAGE FOR MEDICALLY NECESSARY PROCEDURES. WE ALSO PREVENTED THE FEDERAL GOVERNMENT FROM IMPLEMENTING AN EXECUTIVE ORDER AIMED AT SILENCING TRAININGS ADDRESSING SYSTEMIC RACISM AND SEXISM BY SECURING A NATIONWIDE INJUNCTION ON BEHALF OF HIV SERVICE PROVIDERS AND OTHER LGBTQ-SERVING FEDERAL GRANTEES AND CONTRACTORS FOR WHOM SUCH TRAININGS ARE CRUCIAL TO THEIR WORK. FOURTH, WITH RESPECT TO THE TREATMENT OF LGBTQ+ PEOPLE IN OUR JUSTICE SYSTEM, THROUGH OUR FAIR COURTS PROJECT, LAMBDA LEGAL HAS BEEN A LEADING VOICE DEFENDING THE INTEGRITY OF THE FEDERAL JUDICIARY. THROUGH ADVOCACY LETTERS AND OTHER PUBLIC EDUCATION EFFORTS, INCLUDING OUR FOURTH ANNUAL, NATIONALLY-RECOGNIZED YEAR-END REPORT, WE HAVE SOUNDED THE ALARM OVER THE TROUBLING NUMBER OF FEDERAL JUDICIAL NOMINEES WITH RECORDS REVEALING DEEP HOSTILITY TO LGBTQ EQUALITY. AT THE STATE AND LOCAL LEVEL, WE EDUCATED THOUSANDS OF COURT OFFICIALS ACROSS THE COUNTRY, INCREASING CULTURAL COMPETENCE ON LGBTQ AND HIV ISSUES AND PROVIDING TOOLS FOR JUDGES TO ROOT OUT BIAS IN THEIR COURTROOMS. WE PROVIDED DIRECT REPRESENTATION TO AN INDIVIDUAL WHOSE CRIMINAL SENTENCE WAS ENHANCED DUE TO HIS HIV STATUS, FILED AMICUS BRIEFS IN OTHER CASES INVOLVING ANTI-LGBTQ OR ANTI-HIV JUROR BIAS, AND ENGAGED IN OTHER ADVOCACY TO ADDRESS OTHER FORMS OF DISCRIMINATION FACED BY LGBTQ PEOPLE OR PEOPLE LIVING WITH HIV WHEN INTERACTING WITH THE JUSTICE SYSTEM. WE HAVE WORKED WITH STATE AND LOCAL ADVOCATES TO MODERNIZE LAWS, INCLUDING THOSE CURRENTLY CRIMINALIZING SEX WORK, THAT RESULT IN HIGHER LEVELS OF INCARCERATION AND POLICE HARASSMENT FOR LGBTQ+ PEOPLE, PARTICULARLY TRANSGENDER WOMEN OF COLOR. DURING THE EARLY MONTHS OF THE COVID-19 CRISIS, WE WORKED WITH OTHER DISABILITY ADVOCATES TO ENSURE THAT PEOPLE LIVING WITH HIV AND OTHER CHRONIC HEALTH CONDITIONS WERE NOT BEING TRIAGED OUT OF CARE BASED 3620209 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 1.8 MILLION VIEWERS IN 2020), 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 LEVERAGED PARTICULAR CASES INTO LARGER EDUCATIONAL CAMPAIGNS. FOR EXAMPLE, IN THE EARLY MONTHS OF 2020 PRIOR TO COVID-RELATED SHUTDOWNS, WE CONTINUED OUR PARTNERSHIP WITH THE BLACK AIDS INSTITUTE ON AN OUTREACH AND PUBLIC EDUCATION PROGRAM CALLED "CUT THE STIGMA," FOCUSED ON HISTORICALLY BLACK COLLEGES AND UNIVERSITIES (HBCUS) TO ADDRESS HIV-RELATED MISINFORMATION AND STIGMA WITHIN COMMUNITIES OF COLOR. FINALLY, WHILE MANY CONVENINGS WERE POSTPONED IN 2020 DUE TO THE PANDEMIC, LAMBDA LEGAL'S ATTORNEYS AND OTHER STAFF PRESENTED 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 DURING THE PERIOD OF NATIONAL SHUTDOWN. WHILE LAMBDA LEGAL STAFF MEMBERS WERE ABLE TO PARTICIPATE IN AND CREATE SOME VIRTUAL PROGRAMMING, OUR REACH WAS SIGNIFICANTLY DIMINISHED AS COMPARED TO PRIOR YEARS WHEN WE WERE ABLE TO LEAD IN PERSON EDUCATION AND COMMUNITY OUTREACH. 11190858 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 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 59 0 1 118 1 0 0 0 0 0 0 0 0 0 0 0 0 X 36 36 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 AMANDA WYATT CHIEF FINANCIAL OFFICER 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053919 ANDREW MITCHELL-NAMDAR DIRECTOR 5.00 X 0 0 0 ANGEL BURGOS DIRECTOR 5.00 X 0 0 0 ANNE KROOK IMMEDIATE PAST CHAIR 10.00 X X 0 0 0 ANNETTE CERBONE DIRECTOR 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 DANIELLE PIERGALLINI DIRECTOR 5.00 X 0 0 0 DAVID DEFIGUEIREDO VICE CHAIR 6.00 X X 0 0 0 DAVID TSAI DIRECTOR 5.00 X 0 0 0 DEVIN MURPHY DIRECTOR 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 5.00 X 0 0 0 IAN TZENG DIRECTOR 5.00 X 0 0 0 JOHN BLAZEK DIRECTOR 5.00 X 0 0 0 JOHN STAFSTROM CHAIR 25.00 X X 0 0 0 JORDAN HEINZ DIRECTOR 5.00 X 0 0 0 KATRINA QUICKER DIRECTOR 5.00 X 0 0 0 KENNETH WEISSENBERG DIRECTOR 5.00 X 0 0 0 LAUREN MUTTI VICE-CHAIR 5.00 X X 0 0 0 LAWRENCE TRACHTENBERG DIRECTOR (OUTGOING) 5.00 X 0 0 0 MEG COLUMBIA WALSH DIRECTOR 5.00 X 0 0 0 MICHAEL ANGELO DIRECTOR 5.00 X 0 0 0 MICHELLE RILEY DIRECTOR 5.00 X 0 0 0 MICHELLE WAITES DIRECTOR (OUTGOING) 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 5.00 X X 0 0 0 ROBERT GARCIA DIRECTOR 5.00 X 0 0 0 RODERICK HAWKINS DIRECTOR 5.00 X 0 0 0 SHERI BONSTELLE SECRETARY 6.00 X X 0 0 0 STEVE THORNTON DIRECTOR 5.00 X 0 0 0 TODD SEARS DIRECTOR (OUTGOING) 5.00 X 0 0 0 VADIM SCHICK DIRECTOR (OUTGOING) 5.00 X 0 0 0 WENDY CHANG DIRECTOR (OUTGOING) 5.00 X 0 0 0 WILLIAM HARDIN DIRECTOR 5.00 X 0 0 0 YEMI A ADEGBONMIRE DIRECTOR 5.00 X 0 0 0 CHARLES FIELDS COO 40.00 X 208299 0 19377 KEVIN JENNINGS CEO 40.00 X 344253 0 22607 JOSHUA PUSHKIN CDO 40.00 X 229782 0 12220 SHARON MCGOWAN CSO 40.00 X 228263 0 82222 CAMILLA TAYLOR DIRECTOR OF CONSITUTIONAL 40.00 X 196118 0 63989 DIANA FLYNN DIRECTOR OF LITIGATION 40.00 X 206429 0 6548 JENNIFER PIZER SC & D LAW & POLICY 40.00 X 202590 0 15230 MILDRED PEREZ DIRECTOR OF PEOPLE AND CULTURE 40.00 X 164268 0 9367 WILLARD DUMAS III DIRECTOR OF LEADERSHIP GIFTS 40.00 X 161400 0 9715 1941402 0 241275 9 0 1 0 FISCAL MANAGEMENT ASSOCIATES LLC 600 THIRD AVE 3RD FL NEW YORK NY 10016 CONSULTING 308903 ON RAMPS SERVICES LLC 307 7TH AVE 9TH FL NEW YORK NY 10001 CONSULTING 170000 RISING TIDE DIRECT 233 NEEDHAM STREET NEWTON MA 02464 MEMBERSHIP & DIRECT MAIL CONSULTING 140000 3 530457 24131363 423497 24661820 ATTORNEY FEES 541100 240385 240385 240385 237256 237256 23655643 23387505 268138 268138 268138 2550 530457 12467 -9917 -9917 ADVERTISING REFUND 900099 72840 72840 MISCELLANEOUS REVENUE 541100 13607 13607 HONORARIUM 900099 8675 8675 95122 25492804 335507 0 495477 1147023 578616 262472 305935 8414869 6043394 676706 1694769 119823 89963 5736 24124 1606501 1101610 155700 349191 749653 518902 73092 157659 4366 4366 218000 218000 91347 91347 1232822 310308 537759 384755 1706343 763380 209880 733083 21648 4681 8000 8967 1428410 997608 146640 284162 177291 58535 33579 85177 192769 134631 19789 38349 100309 70056 10298 19955 RECRUITMENT & TRAINING 407943 284909 41880 81154 BAD DEBT EXPENSE 255425 255425 DUES AND SUBSCRIPTIONS 137751 118145 10520 9086 EQUIPMENT RENTAL/REPAIR 66150 46199 6791 13160 93898 65555 28343 18172341 11190858 2545614 4435869 X 3290137 3274052 723211 1316239 1733694 4425087 372687 449906 402397 2046506 1421012 547928 625494 8029470 15275834 3350268 3745587 18124614 29437377 1369000 2081579 113335 6667 1933323 2081854 2006002 3564189 6027571 X 11361194 20157107 3199231 3252699 14560425 23409806 18124614 29437377 X 7320463 1496480 32438 X X 0 1 X 1 0 X 15751957 4893667 16771050 15187411 24661820 77265905 15751957 4893667 16771050 15187411 24661820 77265905 4724296 72541609 404571 162150 463408 384397 237256 1651782 862010 604791 519111 893902 95122 2974936 81892623 1294676 0.88580 0.92780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REV - 2016 AMOUNT: $ 8,264. 2018 AMOUNT: $ 2,941. 2019 AMOUNT: $ 43,637. 2020 AMOUNT: $ 13,607. FUNDRAISING EVENT INCOME - 2016 AMOUNT: $ 853,746. 2017 AMOUNT: $ 604,791. 2018 AMOUNT: $ 515,170. 2019 AMOUNT: $ 800,265. INSURANCE PROCEEDS - 2019 AMOUNT: $ 50,000. SPEAKER REVENUE - 2018 AMOUNT: $ 1,000. 2020 AMOUNT: $ 8,675. ADVERTISING REFUND - 2020 AMOUNT: $ 72,840. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3484 882 4366 18167975 18172341 1000000 250000 0 0 318689 1000000 694131 1000000 3012820 4519230 7779 37806 19960 4366 69911 79672 250000 173533 250000 753205 1129808 3446 35996 9500 3484 52426 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. 8345547 972942 9318489 10004390 1415171 3074014 8345547 1216698 11756135 -460881 2507562 10004390 1189230 27468 1216698 1038290 150940 1189230 0.82521 0.04540 0.12939 0 0 899533 577258 322275 819601 695242 124359 327372 148512 178860 625494 ASSETS HELD FOR GIFT ANNUITIES 2247771 BENEFICIAL INTEREST IN TRUSTS 1234266 SECURITY DEPOSITS 263550 3745587 DEFERRED RENT 673166 LIABILITES UNDER GIFT ANNUITIES 1332836 2006002 X 41491084 1496480 14593147 16089627 25401457 91347 91347 25492804 32674141 14593147 14593147 18080994 91347 91347 18172341 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, 2020 AND 2019, 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 2771140 148000 2623140 EVENT MANAGEMENT GROUP INC 411 EAST 83RD STREET SUITE 2F NEW YORK NY 10028 SPECIAL EVENT FUNDRAISING 0 1202652 70000 1132652 3973792 218000 3755792 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 LOVE LOUNGE EVENT 533007 530457 2550 12467 533007 530457 2550 12467 12467 -9917 X X X 0 0 0 0 0 0 0 0 0 KEVIN JENNINGS CEO 343479 0 0 0 774 0 11551 0 11056 0 366860 0 0 0 SHARON MCGOWAN CSO 227993 0 0 0 270 0 10321 0 71901 0 310485 0 0 0 CAMILLA TAYLOR DIRECTOR OF CONSITUTIONAL 195720 0 0 0 398 0 7441 0 56548 0 260107 0 0 0 JOSHUA PUSHKIN CDO 229602 0 0 0 180 0 5549 0 6671 0 242002 0 0 0 CHARLES FIELDS COO 207895 0 0 0 404 0 8786 0 10591 0 227676 0 0 0 JENNIFER PIZER SC & D LAW & POLICY 201436 0 0 0 1154 0 8586 0 6644 0 217820 0 0 0 DIANA FLYNN DIRECTOR OF LITIGATION 204212 0 0 0 2217 0 6548 0 0 0 212977 0 0 0 MILDRED PEREZ DIRECTOR OF PEOPLE AND CULTURE 164071 0 0 0 197 0 6278 0 3089 0 173635 0 0 0 WILLARD DUMAS III DIRECTOR OF LEADERSHIP GIFTS 161090 0 0 0 310 0 3681 0 6034 0 171115 0 0 0 X 60 423497 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS CONTINUED: ON STIGMA-FUELED MISPERCEPTIONS ABOUT THEIR EXPECTED LIFE SPAN OR QUALITY OF LIFE. WE ALSO FILED LITIGATION TO SECURE THE RELEASE OF TWO INDIVIDUALS LIVING WITH HIV FROM IMMIGRATION DETENTION AND ENGAGED IN OTHER ADVOCACY EFFORTS TO SECURE RELEASE FOR THOSE BEING HELD IN CONDITIONS OF GROUP CONFINEMENT THAT WOULD BE LIFE-THREATENING DUE TO COVID-19. FINALLY, IN ADDITION TO THE WORK DESCRIBED ABOVE, LAMBDA LEGAL'S HELP DESK RESPONDED TO APPROXIMATELY 4,500 REQUESTS FOR ASSISTANCE IN 2020. 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 OFFICERS 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 IN 2019, LAMBDA LEGAL HIRED KEVIN JENNINGS AS ITS CEO. THE BOARD APPOINTED A HIRING COMMITTEE, WHICH CONDUCTED A WIDE SEARCH USING A LEADING NATIONAL SEARCH FIRM. THE COMMITTEE AND THE FIRM CONSIDERED COMPENSATION DATA FOR LEADERS OF OTHER ORGANIZATIONS IN THIS FIELD, AND THE COMPENSATION PACKAGE WAS APPROVED BY THE FULL BOARD OF DIRECTORS IN AN EXECUTIVE SESSION DURING A REGULARLY-SCHEDULED BOARD MEETING. THE CEO'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD AND MAY BE CHANGED BY THE BOARD DURING SUCH REVIEWS. FORM 990, PART VI, SECTION B, LINE 15B: IN FEBRUARY 2017, COMPENSATION FOR THE ENTIRE ORGANIZATION WAS AUDITED BY WILLIS TOWERS WATSON, A LEADING NATIONAL COMPENSATION FIRM, THAT PROVIDED AN EXTENSIVE COMPARABILITY DATA FOR ALL POSITIONS BY AN INDEPENDENT SOURCE. IN ADDITION, OFFICERS AND KEY EMPLOYEES HAVE BEEN RECRUITED TO THE ORGANIZATION SINCE THAT TIME, SEVERAL OF THEM USING SEARCH FIRMS THAT BROUGHT FURTHER COMPARABILITY DATA TO THE PROCESS. DELIBERATION OF COMPENSATION FOR THOSE OFFICERS AND KEY EMPLOYEES WAS SUBSTANTIATED AT THE TIME OF HIRING IN INTERNAL MEMORANDA BY THE BOARD. 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 105,916. CHANGE IN VALUE OF GIFT ANNUITIES -73,478. FORM 990, PART XII, LINE 2C: THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.