2020-11-10T13:34:12-06:00 2019-12-31 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2019-01-01 237395681 LAMBDA LEGAL DEFENSE & EDUCATION FUND INC LAMB 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 CHARLES SILVA FIELDS CHIEF OPERATING OFFICER 2128098585 2020-10-20 1 ROBERT LYONS P00227472 2125038800 2020-10-20 100.1.21.12 2020-10-20 16:23:11 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E99CEA45C307B5E011B655275064C3D25F8033D4 2019 2021-01-29 14:40:06Z CHARLES SILVA FIELDS 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 35603503 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. 32 32 134 32 0 0 16771050 15187411 94517 393991 834125 1069031 -347753 148012 17351939 16798445 0 0 0 0 11489670 11830154 229185 250199 4905779 7034451 6802267 18753306 18882620 -1401367 -2084175 18566771 18124614 3082957 3564189 15483814 14560425 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 6989016 487628 FOR OVER FORTY-FIVE YEARS, LAMBDA LEGAL HAS BEEN THE NATION'S LARGEST LEGAL ADVOCACY ORGANIZATION WORKING TO ADVANCE AND PROTECT THE CIVIL RIGHTS OF LESBIAN, GAY, BISEXUAL, AND TRANSGENDER PEOPLE AND EVERYONE LIVING WITH HIV (COLLECTIVELY "LGBTQ+ PEOPLE") THROUGH LITIGATION, PUBLIC POLICY AND PUBLIC EDUCATION EFFORTS AT THE FEDERAL, STATE AND LOCAL LEVELS. IN 2019, 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. OUR LEGAL ADVOCACY FOCUSES ON FOUR KEY 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 LGBTQ+ HEALTH; AND (4) ROOTING OUT ANTI-LGBTQ+ BIAS IN THE JUSTICE SYSTEM. IN 2019, 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 ARE ABLE TO SECURE ACCURATE BIRTH CERTIFICATES WITH THE SUCCESSFUL RESOLUTION OF OUR LAWSUIT AGAINST KANSAS, AND A NEW LAWSUIT AGAINST THE LAST REMAINING STATE WITH AN OUTRIGHT BAN ON CHANGING THE GENDER MARKER DESIGNATED AT BIRTH, TENNESSEE. OUR LITIGATION IN OHIO CONTINUED AFTER OVERCOMING THE STATE'S MOTION TO DISMISS, AND WE PREPARED TO DEFEND OUR WIN IN IDAHO FROM LEGISLATIVE ATTACK. WE DEFENDED OUR HISTORIC FEDERAL COURT WIN AGAINST THE STATE DEPARTMENT FOR REFUSING TO ISSUE AN ACCURATE PASSPORT TO AN INTERSEX, NON-BINARY PERSON IN THE U.S. COURT OF APPEALS, AND 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. ALTHOUGH THE SUPREME COURT ALLOWED THE BAN ON MILITARY SERVICE BY TRANSGENDER PEOPLE TO TAKE EFFECT IN 2019 WHILE THE LITIGATION RUNS ITS COURSE, WE HAVE PUSHED AHEAD IN OUR CHALLENGE ON BEHALF OF TRANSGENDER PEOPLE WHO ARE SERVING OR WISH TO SERVE, AND WHO HAVE BEEN DENIED THE ABILITY TO DO SO DESPITE STRONG QUALIFICATIONS SIMPLY BECAUSE OF WHO THEY ARE. THE FIGHT FOR FULL MARRIAGE EQUALITY FOR SAME-SEX COUPLES CONTINUES AS WELL. WE HAVE MULTIPLE LAWSUITS PENDING AGAINST THE SOCIAL SECURITY ADMINISTRATION FOR DISCRIMINATORY DENIALS OF FEDERAL SURVIVOR BENEFITS TO SURVIVING SAME-SEX SPOUSES, AND MOVED CLOSER TO CERTIFYING A CLASS FOR PURPOSES OF SECURING BROAD-SCALE RELIEF FOR COUPLES AFFECTED NOW OR IN THE FUTURE. WE ALSO FILED TWO LAWSUITS AGAINST THE U.S. STATE DEPARTMENT FOR REFUSING 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. WE ALSO SUCCESSFULLY CHALLENGED A TOWN CLERK'S REFUSAL TO ISSUE A LICENSE TO A SAME-SEX COUPLE IN NEW YORK BASED ON THE CLERK'S RELIGIOUS OBJECTION TO THEM MARRYING.WE HAVE ENGAGED IN LEGISLATIVE ADVOCACY TO MODERNIZE SURROGACY LAWS, AND HAVE FILED BRIEFS IN FAMILY LAW CASES TO DEFEND THE LEGAL RELATIONSHIPS OF SAME-SEX MARRIED PARENTS AND THEIR CHILDREN WHERE THE FAMILY WAS CREATED USING ASSISTED REPRODUCTIVE TECHNOLOGY.SECOND, IN OUR ONGOING EFFORT TO SECURE AND EXPAND NON-DISCRIMINATION PROTECTIONS, WE SUED AND BLOCKED IMPLEMENTATION OF A RULE THAT WOULD HAVE REQUIRED HEALTHCARE PROVIDERS RECEIVING FEDERAL DOLLARS TO PUT THE RELIGIOUS OBJECTIONS OF THEIR EMPLOYEES AHEAD OF THE HEALTH OF THEIR PATIENTS. MOREOVER, WE SUED THE DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) AND THE STATE OF SOUTH CAROLINA FOR GRANTING A WAIVER TO A TAXPAYER FUNDED CHILD WELFARE AGENCY THAT REFUSES TO WORK WITH SAME-SEX COUPLES AND OTHER PROSPECTIVE PARENTS WHO DID NOT SATISFY THEIR RELIGIOUS LITMUS TEST; WE ALSO DEFEATED A MOTION TO DISMISS SIMILAR LITIGATION AGAINST HHS FOR AUTHORIZING DISCRIMINATION BY CHILD WELFARE AGENCIES PARTICIPATING IN THE FEDERAL GOVERNMENT'S REFUGEE RESETTLEMENT PROGRAM. WE CO-LED A NATIONAL COALITION TO PROMOTE NONDISCRIMINATION LEGISLATION AT THE FEDERAL LEVEL, PROVIDED EXPERT WRITTEN TESTIMONY TO THE U.S. HOUSE OF REPRESENTATIVES' WAYS AND MEANS COMMITTEE ON BEST PRACTICES FOR MEETING THE NEEDS OF LGBTQ YOUTH IN THE CHILD WELFARE SYSTEM, AND WERE ACTIVELY INVOLVED IN FIGHTING STATE LEGISLATIVE PROPOSALS IN ARKANSAS, TENNESSEE AND ELSEWHERE THAT WOULD AUTHORIZE DISCRIMINATION BY CHILD WELFARE PROVIDERS. WE CONTINUED OUR DECADES-LONG EFFORT TO ENSURE THAT THE FEDERAL EMPLOYMENT DISCRIMINATION LAW'S PROHIBITION ON SEX DISCRIMINATION, TITLE VII OF THE 1964 CIVIL RIGHTS ACT, IS CORRECTLY INTERPRETED AS ENCOMPASSING DISCRIMINATION ON THE BASIS OF SEXUAL ORIENTATION AND GENDER IDENTITY BY FILING TWO FRIEND-OF-THE-COURT BRIEFS IN THE U.S. SUPREME COURT CASES ON ITS 2019-2020 DOCKET THAT PRESENT THESE QUESTIONS. WE ALSO ACHIEVED A LANDMARK LEGISLATIVE VICTORY WITH THE PASSAGE OF THE EQUALITY ACT BY THE U.S. HOUSE OF REPRESENTATIVES, WHICH WOULD, AMONG OTHER THINGS, SECURE PROTECTION AGAINST SEXUAL ORIENTATION AND GENDER IDENTITY IN EMPLOYMENT, HOUSING, EDUCATION, HEALTH CARE AND CREDIT, AND EXPAND PROTECTIONS IN PUBLIC ACCOMMODATIONS AND FEDERALLY-FUNDED PROGRAMS. WE DEFENDED IN THE U.S. COURT OF APPEALS OUR GROUNDBREAKING WIN AFTER TRIAL ON BEHALF OF A TRANSGENDER STUDENT WHO CHALLENGED HIS SCHOOL DISTRICT'S REFUSAL TO LET HIM USE APPROPRIATE FACILITIES. WE CONTINUED LITIGATION UNDER THE AFFORDABLE CARE ACT ON BEHALF OF INDIVIDUALS DENIED ACCESS TO ESSENTIAL MEDICAL CARE BECAUSE OF THEIR GENDER IDENTITY, WHILE ALSO SUBMITTING COMMENTS TO HHS OBJECTING TO ITS PROPOSAL TO UNDERMINE KEY NONDISCRIMINATION PROTECTIONS IN THE LAW. LIKEWISE, WE OBJECTED TO PROPOSED CHANGES PROPOSED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT TO UNDERMINE NONDISCRIMINATION PROTECTIONS FOR LGBT PEOPLE IN FEDERALLY-SUPPORTED HOUSING PROGRAMS, INCLUDING HOMELESS SHELTERS, AS WELL AS OTHER PROPOSED REGULATIONS BY HHS AND THE DEPARTMENTS OF LABOR AND EDUCATION THAT WOULD UNDERMINE EXISTING PROTECTIONS AGAINST DISCRIMINATION ON THE BASIS OF SEXUAL ORIENTATION AND GENDER IDENTITY BY RECIPIENTS OF FEDERAL FUNDING. WE SUCCESSFULLY RESOLVED A LAWSUIT INVOLVING A SAME-SEX COUPLE DENIED ACCOMMODATIONS BY A B&B OWNER CLAIMING A RELIGIOUS OBJECTION TO SERVING THEM, AND CONTINUED OUR WORK ON BEHALF OF OTHER SAME-SEX COUPLES DENIED SERVICE BY BUSINESS OWNERS WHO ASSERTED THE RIGHT TO RELIGION-BASED EXEMPTIONS FROM STATE NON-DISCRIMINATION LAWS. 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. TO THAT END, IN 2019, WE WON A GROUNDBREAKING DECISION PREVENTING THE U.S. MILITARY FROM ENFORCING ITS OUTDATED AND STIGMA-DRIVEN POLICY REGARDING SERVICE BY PEOPLE LIVING WITH HIV AGAINST TWO AIRMEN, AND SUCCESSFULLY DEFENDED THAT DECISION IN THE U.S. COURT OF APPEALS. IN OTHER HIV LITIGATION, WE ACHIEVED A FAVORABLE SETTLEMENT ON BEHALF OF AN INDIVIDUAL DENIED EMPLOYMENT AS A LAW ENFORCEMENT OFFICER IN LOUISIANA, AND SUCCESSFULLY SUED A BARBERSHOP IN CALIFORNIA FOR REFUSING TO CUT THE HAIR OF A PERSON LIVING WITH HIV. ON THE LEGISLATIVE FRONT, WE HAVE PARTNERED WITH STATE-BASED ADVOCATES IN INDIANA, FLORIDA AND ELSEWHERE TO AMEND OR REPEAL DRACONIAN LAWS IMPOSING HARSHER PUNISHMENT ON SEXUAL ACTIVITY BY PEOPLE LIVING WITH HIV. WE CONTINUED LITIGATING CASES IN ALASKA AND NORTH CAROLINA INVOLVING IRRATIONAL AND DISCRIMINATORY LIMITATIONS ON COVERAGE FOR MEDICALLY NECESSARY GENDER TRANSITION-RELATED CARE IN PUBLIC EMPLOYER INSURANCE PLANS. WE ALSO INSTIGATED THE LEGISLATIVE REPEAL OF AN ANTI-LGBT CURRICULUM LAW IN ARIZONA AFTER FILING SUIT IN FEDERAL COURT. 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 THIRD ANNUAL, NATIONALLY-RECOGNIZED YEAR-END REPORT, WE HAVE SOUNDED THE ALARM OVER JUDICIAL NOMINEES WITH RECORDS REVEALING DEEP HOSTILITY TO LGBTQ+ EQUALITY. OUR ADVOCACY HELD OFF THE CONFIRMATION OF A NUMBER OF ANTI-LGBTQ+ NOMINEES FOR MANY MONTHS AND IN SOME CASES, YEARS AND RAISED AWARENESS ABOUT THE IMPORTANCE OF THIS ISSUE WITH LAWMAKERS, THE MEDIA AND THE PUBLIC.AT THE STATE AND LOCAL LEVEL, WE EDUCATED THOUSANDS OF COURT OFFICIALS ACROSS THE COUNTRY, INCREASING CULTURAL COMPETENCE ON LGBTQ+ ISSUES AND PROVIDING TOOLS FOR JUDGES TO ROOT OUT BIAS IN THEIR COURTROOMS. WE FILED AMICUS BRIEFS IN CASES INVOLVING ANTI-LGBTQ+ JUROR BIAS AND ENGAGED IN OTHER ADVOCACY TO ADDRESS OTHER FORMS OF DISCRIMINATION FACED BY LGBTQ+ PEOPLE IN THE JUSTICE SYSTEM. WE HAVE WORKED WITH STATE AND LOCAL ADVOCATE TO MODERNIZE LAWS. 3814953 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 (WHICH HAD NEARLY A MILLION VISITORS IN 2019), 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, WE USED OUR WIN IN THE BARBERSHOP CASE DESCRIBED ABOVE TO FORGE A PARTNERSHIP WITH THE BLACK AIDS INSTITUTE FOR AN OUTREACH AND PUBLIC EDUCATION PROGRAM CALLED "CUT THE STIGMA," TARGETING IN PARTICULAR MISINFORMATION ABOUT HIV WITHIN COMMUNITIES OF COLOR. FINALLY, LAMBDA LEGAL'S ATTORNEYS AND OTHER STAFF SPEAK AT DOZENS OF CONFERENCES EVERY YEAR, PROVIDING INSIGHT AND INFORMATION ON THE LATEST DEVELOPMENTS AFFECTING LGBTQ+ RIGHTS. 10803969 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 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 82 0 1 134 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 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 CHARLES FIELDS COO 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053919 ANDREW MITCHELL-NAMDAR DIRECTOR 5.00 X 0 0 0 ANNE KROOK CHAIR 25.00 X X 0 0 0 ANNETTE CERBONE DIRECTOR 5.00 X 0 0 0 CAROL MEYER DIRECTOR 5.00 X 0 0 0 DANIEL SLAUGHTER DIRECTOR (OUTGOING) 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 DIANE BELL DIRECTOR 5.00 X 0 0 0 ERIC JOHNSON DIRECTOR 5.00 X 0 0 0 GLEN HESSEL DIRECTOR 5.00 X 0 0 0 JOHN BLAZEK DIRECTOR 5.00 X 0 0 0 JOHN STAFSTROM VICE CHAIR 5.00 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 LAURA MAECHTLEN DIRECTOR (OUTGOING) 5.00 X 0 0 0 LAUREN MUTTI DIRECTOR 5.00 X 0 0 0 LAWRENCE TRACHTENBERG DIRECTOR 5.00 X 0 0 0 MEG COLUMBIA WALSH DIRECTOR 5.00 X 0 0 0 MICHELLE RILEY DIRECTOR 5.00 X 0 0 0 MICHELLE WAITES 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 ROBERTA CONROY DIRECTOR (OUTGOING) 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 5.00 X 0 0 0 TRAYTON DAVIS DIRECTOR 5.00 X 0 0 0 VADIM SCHICK DIRECTOR 5.00 X 0 0 0 WENDY CHANG DIRECTOR 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 202826 0 38395 KEVIN JENNINGS CEO 40.00 X 28890 0 1255 RICHARD BURNS ICEO (OUTGOING) 40.00 X 389500 0 0 JOSHUA PUSHKIN CDO 40.00 X 184437 0 19636 SHARON MCGOWAN CSO 40.00 X 228863 0 26005 CAMILLA TAYLOR DIRECTOR OF CONSITUTIONAL 40.00 X 193695 0 53218 DIANA FLYNN DIRECTOR OF LITIGATION 40.00 X 202179 0 5804 JENNIFER PIZER DIRECTOR OF LAW & POLICY 40.00 X 196845 0 24111 RACHEL TIVEN CEO (FORMER) 40.00 X 200022 0 0 1827257 0 168424 8 1 1 0 RISING TIDE DIRECT 233 NEEDHAM STREET NEWTON MA 02464 MEMBERSHIP & DIRECT MAIL CONSULTING 128400 1 3871492 11315919 598596 15187411 ATTORNEY FEES 541100 393991 393991 393991 384397 384397 18743802 18059168 684634 684634 684634 800265 3871492 745890 54375 54375 INSURANCE PROCEEDS 900099 50000 50000 MISCELLANEOUS REVENUE 541100 43637 43637 93637 16798445 487628 0 1123406 1119805 594540 227402 297863 8166797 5235793 1181902 1749102 160647 103178 22845 34624 1678864 1075941 236766 366157 704041 443546 105606 154889 19960 19960 250199 250199 107533 107533 1484700 504601 586798 393301 2147814 1046144 218230 883440 18335 5481 6131 6723 1425336 934166 188001 303169 884372 345633 176035 362704 191893 125767 25310 40816 77788 50982 10260 16546 DUES AND SUBSCRIPTIONS 150575 122551 14803 13221 RECRUITMENT & TRAINING 99877 65142 13399 21336 DIRECT CASE EXPENSES 94525 94525 EQUIPMENT RENTAL/REPAIR 54956 36019 7248 11689 44603 44603 18882620 10803969 3172872 4905779 X 2785673 3290137 1522375 723211 932009 1733694 374196 449906 1907747 1359819 739821 547928 8792315 8029470 3420382 3350268 18566771 18124614 1121350 1369000 27751 113335 1933856 2081854 3082957 3564189 X 11826139 11361194 3657675 3199231 15483814 14560425 18566771 18124614 X -2084175 978502 182284 X X 0 1 X 1 0 X 17554748 15751957 4893667 16771050 15187411 70158833 17554748 15751957 4893667 16771050 15187411 70158833 70158833 286800 404571 162150 463408 384397 1701326 881405 862010 604791 519111 893902 3761219 75621378 1690339 0.92780 0.83370 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REV - 2015 AMOUNT: $ 19,089. 2016 AMOUNT: $ 8,264. 2018 AMOUNT: $ 2,941. 2019 AMOUNT: $ 43,637. FUNDRAISING EVENT INCOME - 2015 AMOUNT: $ 862,316. 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9500 10460 19960 10862660 10882620 694131 173533 0 0 1000000 318689 1000000 694131 3012820 4519230 93214 7779 37806 19960 158759 250000 79672 250000 173533 753205 1129808 13158 3446 35996 9500 62100 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 OFTEN 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 INCLUDE, 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. 10004390 1415171 3074014 8345547 1216698 11756135 -460881 2507562 10004390 1189230 27468 1216698 1038290 150940 1189230 367126 666027 5137 1038290 0.80320 0.06900 0.12780 0 0 874398 497125 377273 809209 638554 170655 224140 224140 0 547928 ASSETS HELD FOR GIFT ANNUITIES 2373571 BENEFICIAL INTEREST IN TRUSTS 703609 SECURITY DEPOSITS 273088 3350268 DEFERRED RENT 673367 LIABILITES UNDER GIFT ANNUITIES 1408487 2081854 X 25749060 978502 8079646 9058148 16690912 107533 107533 16798445 26854733 8079646 8079646 18775087 107533 107533 18882620 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, 2019 AND 2018, 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 2737647 128400 2609247 EVENT MANAGEMENT GROUP INC 411 EAST 83RD STREET SUITE 2F NEW YORK NY 10028 SPECIAL EVENT FUNDRAISING 0 1296574 71944 1224630 BING CONSULTING 3361 MISSION STREET SAN FRANCISCO CA 94110 SPECIAL EVENT FUNDRAISING 0 317230 49855 267375 4351451 250199 4101252 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 1296574 1139494 157080 92200 104751 26307 SF SOIREE 446408 369868 76540 7650 38506 30 2928775 2362130 566645 82161 337961 56354 4671757 3871492 800265 182011 481218 82661 745890 54375 X X X X 1 0 0 0 0 0 0 0 0 CHARLES FIELDS COO 202412 0 0 0 414 0 4057 0 34338 0 241221 0 0 0 RICHARD BURNS ICEO (OUTGOING) 389500 0 0 0 0 0 0 0 0 0 389500 0 0 0 JOSHUA PUSHKIN CDO 184287 0 0 0 150 0 3689 0 15947 0 204073 0 0 0 SHARON MCGOWAN CSO 228593 0 0 0 270 0 4577 0 21428 0 254868 0 0 0 CAMILLA TAYLOR DIRECTOR OF CONSITUTIONAL 193431 0 0 0 264 0 3874 0 49344 0 246913 0 0 0 DIANA FLYNN DIRECTOR OF LITIGATION 199893 0 0 0 2286 0 4044 0 1760 0 207983 0 0 0 JENNIFER PIZER DIRECTOR OF LAW & POLICY 195668 0 0 0 1177 0 3937 0 20174 0 220956 0 0 0 RACHEL TIVEN CEO (FORMER) 200000 0 0 0 22 0 0 0 0 0 200022 0 0 0 PART I, LINE 4A RACHEL TIVEN RECEIVED A SEVERANCE PAYMENT OF $200,022. X 60 598596 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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 AND THE ADMINISTRATION & FINANCE 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 15A AN INTERIM CEO WAS HIRED IN 2018 TO REPLACE THE OUTOING 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 HAS NOT CHANGED SINCE THAT TIME. 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS OWN WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 198,817. CHANGE IN VALUE OF GIFT ANNUITIES -16,533. FORM 990, PART XII, LINE 2C: THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.