2015-02-23T16:19:55-06:00 2014-10-31 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2013-11-01 237395681 LAMBDA LEGAL DEFENSE & EDUCATION FUND INC LAMB 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053919 KEVIN M CATHCART EXEC DIRECTOR 2128098585 2015-02-23 1 ROBERT R LYONS CPA P00227472 2125038800 2013 2016-02-25 16:41:14Z KEVIN M CATHCART 120 WALL STREET 19TH FLOOR NEW YORK NY 100053919 21392980 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 THOSE WITH HIV THROUGH IMPACT LITIGATION, EDUCATION AND PUBLIC POLICY WORK. 31 31 119 100 0 0 14174147 14799531 47883 23461 143831 340981 60049 12253 14425910 15176226 0 0 0 0 9516841 10694461 290396 375335 3011768 4556161 5138066 14363398 16207862 62512 -1031636 21902360 21314327 2766933 2817970 19135427 18496357 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 THOSE WITH HIV THROUGH IMPACT LITIGATION, EDUCATION AND PUBLIC POLICY WORK. 0 0 5898013 18000 LEGAL PROGRAMLAMBDA LEGAL'S LGBT AND HIV LAW REFORM, POLICY, AND EDUCATION WORK ENCOMPASSES A WIDE RANGE OF AREAS, INCLUDING FEDERAL AND STATE CONSTITUTIONAL LAW ISSUES; RELATIONSHIP PROTECTIONS, INCLUDING THE FREEDOM TO MARRY; DISCRIMINATION RELATED TO SEXUAL ORIENTATION, GENDER IDENTITY AND EXPRESSION, AND HIV IN EMPLOYMENT, BENEFITS, EDUCATION, HOUSING, INSURANCE, PUBLIC ACCOMMODATIONS, FOSTER CARE, AND CRIMINAL AND JUVENILE JUSTICE SYSTEMS; CHILD CUSTODY, VISITATION AND ADOPTION ISSUES; ACCESS TO HEALTHCARE; THE RIGHTS OF SPECIFIC VULNERABLE POPULATIONS SUCH AS LGBT YOUTH IN SCHOOLS AND SENIORS; PRIVACY; IMMIGRATION RIGHTS INCLUDING ASYLUM; AND COMPREHENSIVE PROTECTIONS AGAINST HARASSMENT AND VIOLENCE.LAMBDA LEGAL HAS BEEN INVOLVED IN MANY LANDMARK CIVIL RIGHTS CASES, INCLUDING AS THE LITIGATORS WHO WON THE U.S. SUPREME COURT DECISION IN LAWRENCE V. TEXAS (STRIKING DOWN ALL REMAINING STATE SODOMY LAWS IN THE NATION), AND AS CO-COUNSEL IN THE SUPREME COURT CASE ROMER V. EVANS (FINDING INITIATIVES BARRING SEXUAL ORIENTATION ANTI-DISCRIMINATION PROTECTIONS UNCONSTITUTIONAL). WE HAVE ALSO WON LANDMARK VICTORIES IN GLENN V. BRUMBY (AFFIRMING THAT DISCRIMINATION AGAINST TRANSGENDER PEOPLE IN PUBLIC EMPLOYMENT IS UNCONSTITUTIONAL); NABOZNY V. PODLESNY (ESTABLISHING RIGHT OF LESBIAN, GAY AND BISEXUAL STUDENTS TO BE PROVIDED THE SAME CONSTITUTIONAL PROTECTIONS AGAINST HARASSMENT AND VIOLENCE AT SCHOOL AS HETEROSEXUAL YOUTH RECEIVE); AND NUMEROUS CASES ACROSS THE COUNTRY WINNING THE FREEDOM TO MARRY FOR SAME-SEX COUPLES . AT ANY GIVEN TIME DURING 2014, LAMBDA LEGAL WAS ACTIVE IN MORE THAN 70 HIGH-IMPACT LEGAL MATTERS. WE ALSO RESPONDED TO MORE THAN 7,500 CALLERS TO OUR LEGAL HELP DESK WITH INFORMATION, MATERIALS AND OTHER FORMS OF ASSISTANCE, AND ASSISTED IN PUBLIC POLICY INITIATIVES AT THE FEDERAL, STATE AND LOCAL LEVELS.AMONG OTHER SUCCESSES IN 2014, WE ACHIEVED VICTORIES IN MARRIAGE EQUALITY CASES IN ARIZONA, INDIANA, NEVADA, SOUTH CAROLINA, VIRGINIA AND WEST VIRGINIA. THE INDIANA, NEVADA AND VIRGINIA CASES LED TO APPELLATE COURT DECISIONS THAT BROUGHT MARRIAGE TO MULTIPLE STATES, EXTENDING OUR IMPACT ACROSS THE COUNTRY, AND WE FILED NEW MARRIAGE CHALLENGES IN GEORGIA AND PUERTO RICO. WE WON SURVIVOR BENEFITS FROM THE SOCIAL SECURITY ADMINISTRATION FOR A 92-YEAR-OLD TRANSGENDER WOMAN DENIED BENEFITS AFTER HER HUSBAND'S DEATH, AND FILED ADDITIONAL SUITS AGAINST SSA AND THE SECRETARY OF VETERANS AFFAIRS ARGUING THAT DENYING BENEFITS TO SAME-SEX SPOUSES LIVING IN STATES THAT REFUSE TO RECOGNIZE THEIR MARRIAGES FAILS TO COMPORT WITH THE SUPREME COURT'S DECISION STRIKING DOWN THE SO-CALLED DEFENSE OF MARRIAGE ACT. IN THE ALASKA SUPREME COURT WE WON WORKER'S COMPENSATION SURVIVOR BENEFITS FOR THE SAME-SEX PARTNER OF A WOMAN SHOT AND KILLED AT HER JOB. WE HELPED OBTAIN A PATH-BREAKING RULING FROM THE DISTRICT COURT FOR THE DISTRICT OF COLUMBIA THAT DISCRIMINATING AGAINST A GAY EMPLOYEE BECAUSE OF RELIGIOUS DISAPPROVAL OF THE MAN'S ATTRACTION TO OTHER MEN VIOLATES FEDERAL LAW BARRING BOTH SEX AND RELIGIOUS DISCRIMINATION. WE ENTERED A LAWSUIT FILED BY THE EQUAL EMPLOYMENT OPPORTUNITY COMMISSION REPRESENTING OUR CLIENT FIRED FROM HIS JOB AS A MACHINE OPERATOR IN GEORGIA BECAUSE HE IS LIVING WITH HIV, AND WE CONVINCED THE APPLEBEES RESTAURANT CHAIN TO PROVIDE MARRIED LGBT EMPLOYEES SPOUSAL HEALTH INSURANCE AVAILABLE TO OTHER MARRIED EMPLOYEES. FOR ALL PEOPLE LIVING WITH HIV IN LOUISIANA ENTITLED TO FEDERAL RYAN WHITE PAYMENT OF THEIR INSURANCE PREMIUMS, WE SECURED THE ONGOING ABILITY TO GET AND KEEP THEIR INSURANCE. WE HELPED WIN A LANDMARK APPELLATE FEDERAL CIRCUIT RULING THAT PEOPLE CANNOT BE REJECTED FROM JURY SERVICE BASED ON THEIR SEXUAL ORIENTATION AND THAT COURTS MUST GIVE HEIGHTENED JUDICIAL SCRUTINY TO GOVERNMENT DISCRIMINATION BASED ON SEXUAL ORIENTATION.WE WON AN APPELLATE RULING THAT A FLORIDA SECOND-PARENT ADOPTION COULD NOT BE CHALLENGED BY THE BIRTH MOTHER WHO HELPED OBTAIN IT FOR HER FORMER PARTNER. WE HELPED SECURE A POSITIVE RULING FROM THE NEW HAMPSHIRE SUPREME COURT IN A BATTLE BETWEEN A BIOLOGICAL MOTHER AND HER FORMER PARTNER THAT LETS THE FORMER PARTNER SEEK CUSTODY AND VISITATION OF THE CHILD THE COUPLE PLANNED FOR TOGETHER AND JOINTLY WELCOMED INTO THEIR HOME. WE GOT THE DIVISION OF CHILD AND FAMILY SERVICES OF THE NEVADA DEPARTMENT OF HEALTH TO AMEND REGULATIONS THAT LISTED HIV AS A COMMUNICABLE DISEASE DISQUALIFYING A FOSTER PARENT.WE WON REVERSAL OF DISMISSAL OF A VIRGINIA BOY'S SUIT BASED ON HARASSMENT BY HIS CLASSMATES FOR BEING GENDER-NONCONFORMING, AND WE SUCCESSFULLY SETTLED OUR FLORIDA SCHOOLS CASE TO CHANGE SCHOOL POLICIES THAT PUNISHED OUR CLIENT FOR PARTICIPATING IN THE "DAY OF SILENCE." WE ALSO ASSISTED IN OBTAINING A FEDERAL APPELLATE VICTORY UPHOLDING NEW JERSEY'S LAW BARRING "SEXUAL ORIENTATION CHANGE EFFORTS" ON YOUNG PEOPLE.WE CONVINCED THE IOWA SUPREME COURT TO OVERTURN THE CRIMINAL CONVICTION OF A MAN LIVING WITH HIV WHO HAD PROTECTED SEX WITH ANOTHER MAN. WE STOPPED AN ILLINOIS HALF-WAY HOUSE FROM INTERFERING WITH A TRANSGENDER RESIDENT'S EXPRESSION OF HER GENDER IDENTITY, AND WE FILED A CASE CHALLENGING THE FAILURE BY TEXAS PRISON OFFICIALS TO PROTECT OUR TRANSGENDER CLIENT IN A MEN'S FACILITY FROM SEXUAL OFFENSES AND A KNIFE ATTACK. 5477679 5461 EDUCATION & PUBLIC AFFAIRS PROGRAMLAMBDA LEGAL'S EDUCATION & PUBLIC AFFAIRS PROGRAM PROVIDES COMMUNICATIONS AND COMMUNITY EDUCATION ABOUT LEGAL ISSUES AFFECTING LGBT PEOPLE AND PEOPLE WITH HIV. WE REPORT AND EXPLAIN THE PURPOSE AND RESULTS OF OUR WORK; TEACH PEOPLE ABOUT THEIR RIGHTS UNDER THE LAW; AMPLIFY THE VOICES OF OUR EXPERTS AND OF AFFECTED COMMUNITIES THROUGH A VARIETY OF MEDIA AND HIGH-IMPACT EDUCATION CAMPAIGNS; PARTICIPATE IN COALITIONS AND FORGE STRATEGIC PARTNERSHIPS WITH ALLIES AND POLICY MAKERS. FOR EXAMPLE, IN 2014 WE LAUNCHED OUR THIRD NEW DIGITAL, MOBILE-FRIENDLY INFORMATION CENTER ON OUR WEBSITE: "KNOW YOUR RIGHTS WORKPLACE" AND ALSO PUBLISHED ALL THREE OF OUR "KNOW YOUR RIGHTS" SECTIONS (ABOUT THE RIGHTS OF LGBTQ YOUTH, TRANSGENDER PEOPLE AND WORKPLACE RIGHTS) IN SPANISH. WE CONDUCTED 22 TRAINING SESSIONS FOR SERVICE PROVIDERS IN THE TEXAS CHILD PROTECTIVE SERVICES DEPARTMENT TO INCREASE THEIR COMPETENCY IN RESPECTING THE NEEDS AND RIGHTS OF LGBTQ YOUTH. WE COLLABORATED WITH OTHER ORGANIZATIONS TO ADVANCE FAIR AND COMPREHENSIVE IMMIGRATION POLICIES FOR ALL, INCLUDING LGBT IMMIGRANTS AND IMMIGRANTS LIVING WITH HIV, AND WE IMPLEMENTED AN EDUCATION AND ADVOCACY CAMPAIGN TO PROMOTE NONDISCRIMINATORY CONDUCT BY POLICE AND OTHER CRIMINAL JUSTICE INSTITUTIONS.OUR COMMUNICATIONS ACTIVITIES INCLUDE PUBLICATION THREE TIMES PER YEAR OF IMPACT MAGAZINE, WHICH IS DISTRIBUTED TO 40,000 PEOPLE ACROSS THE COUNTRY; THE MAGAZINE CONTAINS INFORMATION ABOUT OUR LEGAL WORK, OUR CLIENTS AND THE IMPACT OF OUR WORK STRENGTHENING CIVIL RIGHTS. IN ADDITION, WE PUBLISH TOOLKITS AND FACT SHEETS THAT ARE AVAILABLE FREE-OF-CHARGE AND HELP PEOPLE UNDERSTAND THEIR RIGHTS AND HOW TO PROTECT THEMSELVES AGAINST DISCRIMINATION. WE DISTRIBUTED APPROXIMATELY 21,000 EDUCATIONAL BOOKLETS AND FACT SHEETS IN 2014, AND HUNDREDS OF THOUSANDS OF PEOPLE VIEWED OR DOWNLOADED EDUCATIONAL INFORMATION FROM OUR WEBSITE. LAMBDA LEGAL'S COMMUNICATIONS INCLUDE A WEBSITE THAT PROVIDES COMPREHENSIVE INFORMATION ABOUT LEGAL CASES AND THE LAW AND DRAWS APPROXIMATELY 2,800 VISITORS PER DAY AND OVER 1 MILLION PER YEAR; REGULAR EDUCATIONAL EMAILS THAT REACH MORE THAN 80,000 PEOPLE; AND INFORMATION ABOUT LEGAL MATTERS THAT WE POST ON SOCIAL MEDIA PLATFORMS SUCH AS FACEBOOK, TWITTER, AND YOUTUBE, REACHING APPROXIMATELY 300,000 FOLLOWERS AND SUBSCRIBERS. OUR PUBLIC INFORMATION OFFICERS KEEP JOURNALISTS AND THE GENERAL PUBLIC INFORMED WITH TIMELY, ACCURATE INFORMATION ABOUT THE LAW AND CIVIL RIGHTS, AND WE MAKE OUR ATTORNEYS AND OTHER EXPERTS AVAILABLE AS SPOKESPEOPLE FOR LOCAL AND NATIONAL PRINT, ONLINE, AND BROADCAST NEWS AND PUBLIC AFFAIRS PROGRAMS. PRINT AND ONLINE NEWS STORIES ABOUT LAMBDA LEGAL'S WORK OR WITH QUOTES FROM OUR LEGAL EXPERTS APPEARED APPROXIMATELY 15,400 TIMES IN 2014.LAMBDA LEGAL'S ATTORNEYS AND EDUCATORS HELP PEOPLE UNDERSTAND THEIR RIGHTS AND HOW TO USE THEM, AND ALSO HELP COMMUNITIES JOIN TOGETHER TO PROMOTE EQUALITY FOR LGBT PEOPLE AND PEOPLE WITH HIV. WE OFFER WORKSHOPS AND PRESENTATIONS FREE-OF-CHARGE AT COMMUNITY CENTERS, SCHOOLS AND BUSINESSES, EVENTS AND CONFERENCES. IN 2014, OUR COMMUNITY EDUCATORS PROVIDED OVER 160 SUCH PRESENTATIONS, IN ADDITION TO PROVIDING INFORMATION AT 32 LGBT PRIDE FESTIVALS ACROSS THE COUNTRY. OUR EXPERT ATTORNEYS ALSO SPOKE AT DOZENS OF CONFERENCES, TELECONFERENCES AND EVENTS THROUGHOUT THE COUNTRY. 11375692 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 79 0 119 1 0 0 0 0 0 1 1 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY CA IL GA X X FRANCES GOLDSTEIN 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053919 KAREN DIXON BOARD CO-CHAIR 20.00 X X 0 0 0 BRAD SEILING BOARD CO-CHAIR 20.00 X X 0 0 0 GAIL H MORSE BOARD SECRETARY 6.00 X X 0 0 0 ROBERTA A CONROY BOARD TREASURER 6.00 X X 0 0 0 MARCUS BOGGS BOARD DIRECTOR 5.00 X 0 0 0 LAURA BRILL BOARD DIRECTOR 5.00 X 0 0 0 ROBBIN BURR BOARD DIRECTOR 5.00 X 0 0 0 MARLA BUTLER BOARD DIRECTOR 5.00 X 0 0 0 WENDY CHANG BOARD DIRECTOR 5.00 X 0 0 0 TRAYTON DAVIS BOARD DIRECTOR 5.00 X 0 0 0 BRUCE DEMING BOARD DIRECTOR (FORMER) 5.00 X 0 0 0 MARTIN FARACH-COLTON BOARD DIRECTOR (FORMER) 5.00 X 0 0 0 RACHEL GOLDBERG BOARD DIRECTOR 5.00 X 0 0 0 LAURIE HASENCAMP BOARD DIRECTOR (FORMER) 5.00 X 0 0 0 VINCENT JONES BOARD DIRECTOR 5.00 X 0 0 0 ANNE KROOK BOARD DIRECTOR 5.00 X 0 0 0 ROBERT KUHN BOARD DIRECTOR 5.00 X 0 0 0 SUZANNE LEVAN BOARD DIRECTOR 5.00 X 0 0 0 LISA LINSKY BOARD SECRETARY (FORMER) 5.00 X 0 0 0 LAURA MAECHTLEN BOARD DIRECTOR 5.00 X 0 0 0 CAROL MEYER BOARD DIRECTOR 5.00 X 0 0 0 DENA NARBAITZ BOARD DIRECTOR (FORMER) 5.00 X 0 0 0 THAO NGO BOARD DIRECTOR (FORMER) 5.00 X 0 0 0 ERIC NILSON BOARD TREASURER (FORMER) 5.00 X 0 0 0 MICHELLE PEAK BOARD DIRECTOR 5.00 X 0 0 0 JOHN RICHARDS BOARD DIRECTOR 5.00 X 0 0 0 VADIM SCHICK BOARD DIRECTOR 5.00 X 0 0 0 TODD G SEARS BOARD DIRECTOR 5.00 X 0 0 0 ELLIOT SERNEL BOARD DIRECTOR 5.00 X 0 0 0 DANIEL SLAUGHTER BOARD DIRECTOR 5.00 X 0 0 0 LYNN SLAUGHTER BOARD DIRECTOR (FORMER) 5.00 X 0 0 0 JOHN STAFSTROM BOARD DIRECTOR 5.00 X 0 0 0 STEVE THORNTON BOARD DIRECTOR 5.00 X 0 0 0 LAWRENCE TRACHTENBERG BOARD DIRECTOR 5.00 X 0 0 0 MICHELLE WAITES BOARD DIRECTOR 5.00 X 0 0 0 TRACEY WALLACE BOARD DIRECTOR 5.00 X 0 0 0 JILLIAN WEISS BOARD DIRECTOR 5.00 X 0 0 0 KENNETH WEISSENBERG BOARD DIRECTOR 5.00 X 0 0 0 STEVE WINTERS BOARD DIRECTOR 5.00 X 0 0 0 KEVIN CATHCART EXECUTIVE DIRECTOR 40.00 X 313666 0 39610 JUDITH PFENNINGER CFO 40.00 X 142762 0 28544 JON DAVIDSON LEGAL DIRECTOR 40.00 X 206974 0 34951 LESLIE GABEL-BRETT EPA DIRECTOR 40.00 X 171081 0 45456 FRANCES GOLDSTEIN DEPUTY DIRECTOR 40.00 X 177261 0 31987 JOHN WESTFALL-KWONG DEVELOPMENT DIRECTOR 40.00 X 198178 0 60409 HAYLEY GORENBERG DEPUTY LEGAL DIRECTOR 40.00 X 159554 0 40707 JENNIFER CAROL-PIZER DIRECTOR OF LAW & POLICY 40.00 X 125207 0 26498 JUDITH RT O'KELLY DEPUTY DEVELOPMENT DIR. 40.00 X 128268 0 37325 SUSAN SOMMER SENIOR COUNSEL 40.00 X 136788 0 54125 GREGORY R NEVINS SUPERVISING SENIOR STAFF ATTORNEY 40.00 X 115152 0 25457 1874891 0 425069 17 0 1 0 MATTHEW SKALLERUD 1309 5TH AVE 19G NEW YORK NY 10029 MARKETING CONSULTANT 131750 1 3851326 10948205 401625 14799531 ATTORNEY FEES 541100 18000 18000 SPEAKERS BUREAU 541900 5461 5461 23461 220591 220591 5603835 5481017 2428 122818 -2428 120390 120390 733309 3851326 733309 0 MISCELLANEOUS REVENUE 541100 12253 12253 12253 15176226 23461 0 353234 1515982 929079 279922 306981 6374170 4796806 603348 974016 492762 373881 44356 74525 1767919 1310341 188966 268612 543628 396849 59799 86980 44500 44500 375335 375335 503211 363032 134160 6019 84420 65060 7531 11829 1234242 950366 111082 172794 594484 489354 32398 72732 167052 128630 15035 23387 92596 71299 8334 12963 PRINTING AND OUTREACH 1481492 966558 514934 TELECOMMUNICATIONS 255089 196928 22759 35402 CREDIT CARD/BANK CHARGE 247233 247233 DIRECT CASE EXPENSES 165578 165578 268169 171931 20979 75259 16207862 11375692 1820402 3011768 X 326011 107037 0 218974 758551 1061282 3683107 2483046 870051 853914 1433386 612872 675035 820514 12742003 12704085 3173613 3391486 21902360 21314327 1096406 1016195 14461 19195 1656066 1782580 2766933 2817970 X 13647090 14130812 5208235 4085443 280102 280102 19135427 18496357 21902360 21314327 X -1031636 444184 -51618 X X 0 1 X 1 0 X 11785611 11662210 13758476 9775797 10422829 57404923 11785611 11662210 13758476 9775797 10422829 57404923 57404923 336769 322974 589023 207478 238591 1694835 59099758 917687 0.97130 0.97330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 239 47193 47432 16160430 16207862 960393 240098 0 0 993374 805487 868170 960393 3627424 5441136 23999 14904 37777 47432 124112 248344 201372 217043 240098 906857 1360286 1507 3926 3405 239 9077 327322 15013 342335 306987 20335 327322 304120 2867 306987 301711 2409 304120 300216 1495 301711 0.00000 0.81820 0.18180 0 0 624288 115508 508780 365670 298578 67092 443428 198786 244642 820514 ASSETS HELD FOR GIFT ANNUITIES 1963267 BENEFICIAL INTEREST IN TRUSTS 1428219 3391486 DEFERRED RENT 785539 LIABILITES UNDER GIFT ANNUITIES 997041 1782580 X 25902568 444184 10253879 25851 10723914 15178654 -2428 -2428 15176226 26541638 10253879 79897 10333776 16207862 0 16207862 PART V, LINE 4: THE ORGANIZATION USES ENDOWMENT FUNDS FOR INVESTMENT PURPOSES. PART X, LINE 2: LAMBDA LEGAL HAS NO UNCERTAIN TAX POSITIONS AS OF OCTOBER 31, 2014, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY UNCERTAIN TAX POSITIONS. LAMBDA LEGAL IS NO LONGER SUBJECT TO FEDERAL OR STATE AND LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED BEFORE 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTERESTS IN TRUSTS 25,851. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -2,428. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE ACCOUNTS 932. CHANGE IN VALUE OF GIFT ANNUITIES 76,537. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT 2,428. X X X X X X 1 EVENT MANAGEMENT GROUP 411 EAST 83RD STREET 3F NEW YORK NY 10028 SPECIAL EVENT FUNDRAISING 0 989645 40000 949645 MKDM 301 EAST MARKET STREET CHARLOTTESVILLE VA 22902 FUNDRAISING COUNSEL 0 866281 42087 824194 GBK PRODUCTIONS 7815 BEVERLY BLVD LOS ANGELES CA 90036 SPECIAL EVENT FUNDRAISING 0 406085 25000 381085 BING CONSULTING PO BOX 31345 SAN FRANCISCO CA 94131 SPECIAL EVENT FUNDRAISING 0 310478 33000 277478 GRASSROOTS CAMPAIGN PO BOX 2517 DENVER CO 80202 ACQUISITIONS 0 99271 216680 -117409 DONOR SERVICES GROUP 6715 SUNSET BLVD LOS ANGELES CA 90028 ACQUISITIONS 0 19584 10153 9431 PUBLIC INTEREST COMMUNICATIONS INC 7700 LEESBURG PIKE SUITE 301 FALLS CHURCH VA 22043 ACQUISITIONS 0 3915 8415 -4500 2695259 375335 2319924 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 NY LIBERTY AWARDS 989645 810305 179340 87060 101598 21341 BON FOSTER CELEBRATION 499978 462028 37950 32397 250 28 3095012 2578993 516019 79405 345044 66214 4584635 3851326 733309 166465 479039 87805 733309 0 X X X 0 0 0 0 0 0 0 0 0 KEVIN CATHCART EXECUTIVE DIRECTOR 313666 0 0 0 0 0 0 0 39610 0 353276 0 0 0 JUDITH PFENNINGER CFO 142762 0 0 0 0 0 0 0 28544 0 171306 0 0 0 JON DAVIDSON LEGAL DIRECTOR 206974 0 0 0 0 0 0 0 34951 0 241925 0 0 0 LESLIE GABEL-BRETT EPA DIRECTOR 171081 0 0 0 0 0 0 0 45456 0 216537 0 0 0 FRANCES GOLDSTEIN DEPUTY DIRECTOR 177261 0 0 0 0 0 0 0 31987 0 209248 0 0 0 JOHN WESTFALL-KWONG DEVELOPMENT DIRECTOR 198178 0 0 0 0 0 0 0 60409 0 258587 0 0 0 HAYLEY GORENBERG DEPUTY LEGAL DIRECTOR 159554 0 0 0 0 0 0 0 40707 0 200261 0 0 0 JENNIFER CAROL-PIZER DIRECTOR OF LAW & POLICY 125207 0 0 0 0 0 0 0 26498 0 151705 0 0 0 JUDITH RT O'KELLY DEPUTY DEVELOPMENT DIR. 128268 0 0 0 0 0 0 0 37325 0 165593 0 0 0 SUSAN SOMMER SENIOR COUNSEL 136788 0 0 0 0 0 0 0 54125 0 190913 0 0 0 X 75 401625 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE RETURN IS REVIEWED BY THE AUDIT COMMITTEE AND THE ADMINISTRATION & FINANCE COMMITTEE IN DETAIL. THE FINAL DRAFT IS THEN SENT TO THE FULL BOARD FOR A COMMENT PERIOD OF AT LEAST FIVE DAYS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS 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 THE ORGANIZATION ENTERS INTO AN EMPLOYMENT CONTRACT WITH ITS EXECUTIVE DIRECTOR FOR A TWO YEAR TERM. THE CONTRACT DOCUMENTS ALL ELEMENTS OF THE EMPLOYMENT ARRANGEMENT, INCLUDING COMPENSATION AND BENEFITS. THE CO-CHAIRS OF THE BOARD OF DIRECTORS GATHER RELEVANT DATA FROM A VARIETY OF COMPENSATION SURVEYS AND STUDIES THAT ARE RELEVANT BOTH TO OUR TYPE OF ENTITY (NATIONAL NONPROFIT LEGAL ORGANIZATION) AS WELL AS GEOGRAPHIC LOCATION (NEW YORK CITY). BASED ON THEIR RESEARCH, THE CO-CHAIRS DEVELOP A PROPOSED CONTRACT FOR THE EXECUTIVE DIRECTOR WHICH IS PRESENTED, DISCUSSED AND VOTED ON BY THE FULL BOARD. ON AN ANNUAL BASIS, THE BOARD REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE DURING THE PRECEDING YEAR, AND APPROVES ANY COMPENSATION CHANGES BASED ON A RECOMMENDATION OF THE EXECUTIVE COMMITTEE OF 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 25,851. LOSS ON UNCOLLECTIBLE ACCOUNTS -932. CHANGE IN VALUE OF GIFT ANNUITIES -76,537. FORM 990, PART XII, LINE 2C: THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT BEEN CHANGED FROM PRIOR YEAR.