2025-09-17T13:23:56-05:00 2024-12-31 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2024-01-01 237395681 LAMBDA LEGAL DEFENSE & EDUCATION FUND INC LAMB 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 AMANDA WYATT CFO 2128098585 2025-09-16 1 1 MAGDALENA CZERNIAWSKI P00535099 2125038800 2025-09-16 2024 2025-03-06 01:10:19Z LAMBDA LEGAL AMANDA WYATT 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 60192926 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 LIVING WITH HIV THROUGH IMPACT LITIGATION, EDUCATION AND PUBLIC POLICY WORK. 38 38 151 38 0 0 31514240 55622937 139534 160297 4310313 3023509 -599518 -294574 35364569 58512169 5000 35000 0 0 15109086 18917093 786635 872081 6466293 9817082 9289422 25717803 29113596 9646766 29398573 54041188 85034588 9646688 9321540 44394500 75713048 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 LIVING WITH HIV THROUGH IMPACT LITIGATION, EDUCATION AND PUBLIC POLICY WORK. 0 0 11243985 35000 247069 FOUNDED IN 1972, LAMBDA LEGAL IS A NATIONAL ORGANIZATION COMMITTED TO ACHIEVING FULL RECOGNITION OF THE CIVIL RIGHTS OF LESBIANS, GAY MEN, BISEXUALS, TRANSGENDER, QUEER/QUESTIONING PEOPLE (LGBTQ+), AND ALL PEOPLE LIVING WITH HIV (PLWH) THROUGH IMPACT LITIGATION, EDUCATION AND PUBLIC POLICY WORK. OUR ATTORNEYS ADVOCATE FOR ALL MEMBERS OF THE LGBTQ+ COMMUNITY FROM CRADLE TO GRAVEAND ALL PERSONS AFFECTED BY HIV, ESPECIALLY THOSE LIVING AT THE INTERSECTION OF DISCRIMINATION AND MARGINALIZATION, INCLUDING PEOPLE OF COLOR AND LOW-INCOME INDIVIDUALS. WE WORK WITH LIKE-MINDED GROUPS AND LEADERS TO DEVELOP AND GARNER SUPPORT FOR STATE AND LOCAL POLICIES TO ACHIEVE THESE ENDS. OUR IMPACT LITIGATION AND POLICY WORK PROTECT THE MOST VULNERABLE IN OUR COMMUNITIES (E.G., LGBTQ+ STUDENTS, LGBTQ+ YOUTH IN FOSTER CARE, TRANSGENDER PEOPLE, COMMUNITIES OF COLOR IN THE SOUTH, AND INCARCERATED PLWH) AND PREVENTS 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 LEVEL 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. LAMBDA LEGAL PROVIDES EXPERT LEGAL REPRESENTATION AND SUPPORT TO OUR CLIENTS; TRANSLATES VICTORIES INTO HUMAN TERMS TO WIN IN THE COURT OF PUBLIC OPINION; AND ENSURES A RAPID RESPONSE TO LEGISLATIVE INITIATIVES THAT THREATEN THE WELLBEING OF MEMBERS OF THE LGBTQ+ COMMUNITY AND PEOPLE LIVING WITH HIV.WE DO SO BY MONITORING STATE LEGISLATURES AND FEDERAL LAW; LITIGATING WHEN THE RIGHTS OF THE TRANSGENDER AND NON-BINARY COMMUNITY ARE THREATENED; MAKING STRATEGIC DECISIONS ON ENGAGEMENT TO DETERMINE JURISDICTIONS WHERE WE HAVE A GREATER CHANCE OF WINNING; CONTINUING PARTNERSHIPS WITH SIBLING ORGANIZATIONS AND ALLIES;AND DEVELOPING AND DEPLOYING A ROBUST COMMUNICATION STRATEGY. IN 2024, THERE WERE MORE THAN 530 ANTI-LGBTQ+ BILLS INTRODUCED IN STATE LEGISLATURES, MANY OF WHICH TOOK AIM AT 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 TO PUT MORE ROADBLOCKS IN PLACE FOR TRANSGENDER PEOPLE SEEKING IDENTITY DOCUMENTS WITH THEIR NAME AND GENDER. WE WERE FORCED ONTO THE DEFENSIVE IN MANY PLACES AND HAD TO FILE SUITS RAPIDLY TO COUNTER THESE NEW LAWS. OUR 2024 LITIGATION AND POLICY WORK CONTINUED TO ALIGN WITH THE TWO TOP PROGRAMMATIC PRIORITIES OF 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.WE SUCCESSFULLY BROUGHT L.W. V. SKRMETTI TO THE U.S. SUPREME COURT TO CHALLENGE TENNESSEE'S BAN ON GENDER AFFIRMING MEDICAL CARE FOR TRANSGENDER YOUTH. ON JUNE 18, 2025, IN A 6 3 DECISION, THE COURT UPHELD THE LAW, ALLOWING IT TO REMAIN IN EFFECT. DESPITE THE DECISION, LAMBDA LEGAL CONTINUES TO FIGHT FOR TRANSGENDER RIGHTS THROUGH LITIGATION IN OTHER STATES, POLICY ADVOCACY, AND PUBLIC EDUCATION TO ENSURE ACCESS TO LIFE-SAVING HEALTH CARE FOR TRANSGENDER YOUTH NATIONWIDE. WE WON A 10TH CIRCUIT APPEALS COURT RULING OVERTURNING OKLAHOMA'S DISCRIMINATORY BIRTH CERTIFICATE POLICY THAT PROHIBITED TRANSGENDER PEOPLE FROM CORRECTING THEIR GENDER MARKER; PETITIONED THE 9TH CIRCUIT TO REJECT BLUE CROSS BLUE SHIELD OF ILLINOIS' ARGUMENT THAT THE AFFORDABLE CARE ACT'S NONDISCRIMINATION PROTECTIONS DO NOT APPLY TO THIRD-PARTY ADMINISTRATORS; AND WON A 4TH CIRCUIT RULING PROHIBITING NORTH CAROLINA AND WEST VIRGINIA FROM DENYING TRANSGENDER PEOPLE COVERAGE FOR GENDER-AFFIRMING CARE. WE ALSO SECURED COVERAGE FOR A RETIRED FEDERAL EMPLOYEE'S GENDER-AFFIRMING CARE AFTER AN 8-YEAR BATTLE WITH THE EEOC; SUED TO BLOCK LOUISIANA'S BAN ON GENDER-AFFIRMING CARE FOR MINORS AND THE ASSOCIATED PUNISHMENTS FOR HEALTHCARE PROVIDERS; PREVENTED ENFORCEMENT OF MONTANA'S LAW THREATENING THE HEALTH OF TRANSGENDER YOUTH BY DENYING ACCESS TO GENDER-AFFIRMING CARE; AND STOPPED MISSOURI'S "EMERGENCY RULE" THAT WOULD HAVE BANNED GENDER-AFFIRMING CARE AND CRIMINALIZED PROVIDERS. OUR NATIONAL LEGAL HELP DESK CONTINUED TO PROVIDE INFORMATION AND RESOURCES TO OVER 4500 CALLERS RELATING TO DISCRIMINATION BASED ON SEXUAL ORIENTATION, GENDER IDENTITY AND GENDER EXPRESSION, AND HIV STATUS.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 $8,538,510 IN 2024. 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 2024, 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 $8,538,510 OF PRO BONO SERVICES AS PROGRAM EXPENSES. THIS COMPUTES TO A PROGRAM RATIO OF 70%. 7134721 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 TO REACH NOT JUST MEMBERS OF THE LGBTQ+ COMMUNITY AND ALL THOSE LIVING WITH HIV, BUT ALSO EXTENDS TO OPINION SHAPERS, LAWMAKERS, AND MEMBERS OF THE LEGAL COMMUNITY. WE ALSO RELEASED A GROUND-BREAKING REPORT, "SAFE HAVENS: CLOSING THE GAP BETWEEN RECOMMENDED PRACTICE AND REALITY FOR TRANSGENDER AND GENDER-EXPANSIVE YOUTH IN OUT-OF-HOME CARE", THAT OFFERED STRATEGIES THAT PROMOTE WELL-BEING FOR TGNB YOUTH IN CHILD WELFARE, JUVENILE JUSTICE, AND HOMELESS SYSTEMS, AND FOCUSED ON THE LIVED EXPERIENCES OF YOUTH IN CARE, AS WELL ASPUBLISHED "THE ALARMING IMPACT OF TRUMP'S ANTI-LGBTQ FEDERAL JUDGES", DETAILING THE NEGATIVE IMPACT OF THESE FEDERAL JUDGES ON LGBTQ+ CIVIL RIGHTS. LAMBDA LEGAL MAINTAINED A ROBUST ONLINE PRESENCE THAT PROVIDED COMPREHENSIVE RESOURCES, TIMELY NEWS, ANALYSIS, AND COMMENTARY ACROSS MULTIPLE PLATFORMS, INCLUDING OUR WEBSITE, AS WELL AS FACEBOOK, 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. OUR INNOVATIVE COMMUNICATIONS TEAM CONTINUED TO CREATE AND SHARE PROJECTS INCLUDING OUR SUCCESSFUL SPEAK OUT SOCIAL MEDIA CAMPAIGN, FEATURING UPLIFTING TRANSGENDER AND NONBINARY VOICE AND OUR POST-ELECTION UPDATE: THE FIGHT AHEAD BRIEFING, HOSTED ON YOUTUBE, WHICH ATTRACTED MORE THAN 700 PARTICIPANTS ONLINE AND MORE THAN 2,000 VIEWS. 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 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. 18378706 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 1 121 0 1 151 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 38 38 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 X AMANDA WYATT CFO 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053919 ADONICA WADA DIRECTOR 2.00 X 0 0 0 ALAN YORK DIRECTOR 2.00 X 0 0 0 AMBER WHITTINGTON DIRECTOR (OUTGOING) 2.00 X 0 0 0 ANGELA LIM DIRECTOR 2.00 X 0 0 0 ANNE WHITE DIRECTOR 2.00 X 0 0 0 BETSY BERNARD DIRECTOR 2.00 X 0 0 0 BILL HARDIN DIRECTOR 2.00 X 0 0 0 CYNTHIA HILL DIRECTOR 2.00 X 0 0 0 DANI D'AMICO DIRECTOR 2.00 X 0 0 0 DAVID ORTIZ DIRECTOR 2.00 X 0 0 0 DEBORAH MCMURRAY DIRECTOR 2.00 X 0 0 0 DIANE BELL DIRECTOR 2.00 X 0 0 0 ELIZABETH MARTIN DIRECTOR 2.00 X 0 0 0 ERIC JOHNSON DIRECTOR 2.00 X 0 0 0 FRED SMITH VICE CHAIR 2.00 X X 0 0 0 HEATHER STEARNS 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 JOANNE HERMAN DIRECTOR 2.00 X 0 0 0 JOHN BLAZEK DIRECTOR 2.00 X 0 0 0 JOHN RICCARDI DIRECTOR 2.00 X 0 0 0 JORDAN HEINZ DIRECTOR (OUTGOING) 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 DIRECTOR 2.00 X 0 0 0 KELLEY CORNISH DIRECTOR 2.00 X 0 0 0 KEVIN HAGER DIRECTOR 2.00 X 0 0 0 LAUREN MUTTI CHAIR (OUTGOING) 2.00 X X 0 0 0 LINDA ELLIOTT DIRECTOR 2.00 X 0 0 0 MADELEINE MCDONOUGH DIRECTOR 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 RICHARD WESTER DIRECTOR 2.00 X 0 0 0 ROBERT GARCIA DIRECTOR 2.00 X 0 0 0 STEVE 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 AMANDA WYATT CFO 40.00 X 249402 0 37147 JOHN E ROANE COO 40.00 X 256210 0 47312 KEVIN JENNINGS CEO 40.00 X 732029 0 99573 CINDI A CREAGER CCO 40.00 X 201985 0 29341 CRYSTAL COSTELLO CHIEF OF PEOPLE & CULT. (OUTGOING) 40.00 X 228712 0 36059 GILLIAN M POWER CTO 40.00 X 213854 0 80149 JENNIFER CAROL PIZER CHIEF LEGAL OFFICER 40.00 X 413522 0 38014 JOSHUA PUSHKIN CDO 40.00 X 386760 0 41138 MARCO CHAN CHIEF OF PLAN & PROG MGMT. 40.00 X 226338 0 31899 CAMILLA TAYLOR DIR. FOR LITIGATION 40.00 X 233566 0 71601 JEFF SOUVA SENIOR COUNSEL DIR. DEV. 40.00 X 210552 0 27370 KRISTINE ANDREA KIPPINS DIR. FOR POLICY 40.00 X 215651 0 33249 WILLARD L DUMAS III DIR. OF LEADERSHIP GIFTS 40.00 X 200564 0 30997 PAUL CASTILLO DEPUTY LEGAL DIRECTOR 40.00 X 192015 0 33586 3961160 0 637435 61 0 1 0 ALLEGIANCE GROUP PO BOX 9132 FARGO ND 58106 FUNDRAISING CONSULTANT 622390 SV PRODUCTIONS LLC 10 HALLETTS PT APT 607 ASTORIA NY 11102 EVENT CONSULTANT 325734 LIPTON STRATEGIES LLC 949 LARRABEE STE 211 WEST HOLLYWOOD CA 90069 CONSULTANT 300000 PROSKAUER ROSE LLP 11 TIMES SQUARE NEW YORK NY 10036 LEGAL FEES 287143 POSTON COMMUNICATIONS LLC 3295 RIVER EXCHANGE STE 561 PEACHTREE CORNERS GA 30092 PUBLIC RELATIONS 151500 5 6030225 49592712 1097841 55622937 ATTORNEY FEES 541100 160297 160297 160297 1447360 1447360 12160 0 12160 12160 12160 2150266 37524 568167 43474 1582099 -5950 1576149 -5950 1582099 669660 6030225 1069116 -399456 -399456 OTHER REVENUE 900099 86722 86722 SPEAKER REVENUE 900099 6000 6000 92722 58512169 247069 0 2642163 35000 35000 3349445 1488265 1465579 395601 11762202 8098161 1020343 2643698 424861 310753 6872 107236 2270265 1578353 152742 539170 1110320 726299 140853 243168 573582 573582 10134 10134 872081 872081 162051 162051 2581030 1574350 540834 465846 1540036 1176975 110230 252831 1686133 1096357 202209 387567 1012857 813758 15575 183524 17994 14457 277 3260 327109 212620 39254 75235 118572 77071 14229 27272 EQUIPMENT 521973 189160 88119 244694 BAD DEBT EXPENSE 293801 293801 DIRECT CASE EXPENSES 197319 197319 DUES AND SUBSCRIPTIONS 190485 174054 9774 6657 56346 32038 5855 18453 29113596 18378706 4268597 6466293 X 365916 146796 0 219120 7298272 6753335 5850718 5759228 8626238 10127221 13402 12497 642154 593425 2163911 1260444 1234150 903467 20689770 51992951 35551 84852 9650933 8807612 54041188 85034588 2127458 3050771 43450 78555 7475780 6192214 9646688 9321540 X 30018405 60742878 14376095 14970170 44394500 75713048 54041188 85034588 X 29398573 1905563 14412 X X 0 1 X 1 0 X 24661820 35540607 23627425 31514240 55622937 170967029 24661820 35540607 23627425 31514240 55622937 170967029 31432276 139534753 237256 359843 388786 578698 1459520 3024103 97672 4143 540741 450474 762382 1855412 175846544 2410296 0.79350 0.89030 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REV - 2020 AMOUNT: $ 13,607. 2021 AMOUNT: $ 2,093. 2022 AMOUNT: $ 17,256. 2023 AMOUNT: $ 7,284. 2024 AMOUNT: $ 86,722. FUNDRAISING EVENT INCOME - 2020 AMOUNT: $ 2,550. 2022 AMOUNT: $ 508,185. 2023 AMOUNT: $ 442,340. 2024 AMOUNT: $ 669,660. SPEAKER REVENUE - 2020 AMOUNT: $ 8,675. 2021 AMOUNT: $ 2,050. 2022 AMOUNT: $ 15,300. 2023 AMOUNT: $ 850. 2024 AMOUNT: $ 6,000. ADVERTISING REFUND - 2020 AMOUNT: $ 72,840. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4600 5534 10134 29103462 29113596 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 456021 5806 5702 10134 477663 250000 250000 250000 250000 1000000 1500000 5611 2701 5257 4600 18169 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. 3280295 219003 3499298 8740901 1861740 -7322346 3280295 11171088 106900 -2537087 8740901 9318489 1852599 11171088 8345547 972942 9318489 0.22107 0.22996 0.54897 1 0 736597 554192 182405 460551 400363 60188 966763 305889 660874 903467 ASSETS HELD FOR GIFT ANNUITIES 2717722 BENEFICIAL INTEREST IN TRUSTS 1375164 SECURITY DEPOSITS 245159 RIGHT OF USE ASSET 4469567 8807612 LIABILITES UNDER GIFT ANNUITIES 1229644 LEASE LIABILITY 4962570 6192214 X 68806217 1905564 8538510 12025 10456099 58350118 162051 162051 58512169 37487668 8538510 8538510 28949158 162051 2387 164438 29113596 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, 2024 AND 2023, 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: INDIRECT FUNDRAISING EXPENSES -2,387. CHANGE IN VALUE OF GIFT ANNUITIES -97,744. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS 112,156. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES 2,387. X X X X X X 1 ALLEGIANCE FUNDRAISING 4840 AMBER VALLEY PKWY S STE C FARGO ND 58104 MEMBERSHIP & DIRECT MAIL CONSULTING 0 3137706 670112 2467595 EVENT MANAGEMENT GROUP INC 411 EAST 83RD STREET SUITE 3F NEW YORK NY 10028 SPECIAL EVENT FUNDRAISING 0 2302709 201969 2100739 5440415 872081 4568334 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 2302709 2120819 181890 121078 217091 36043 CHICAGO - BON FOSTER 655300 576060 79240 27869 84683 4525 11 3741876 3333346 408530 65412 443286 69129 6699885 6030225 669660 214359 745060 109697 1069116 -399456 1 CAMPAIGN COMMUNICATION SOLUTIONS INC 41-750 RANCHO LAS PALMAS DRIVE RANCHO MIRAGE CA 92270 330901789 30000 0 PATCH THROUGH CALLS TO SENATORS TO CONFIRM JUDGES 0 1 PART I, LINE 2: LAMBDA LEGAL ISSUED GRANT FUNDS BASED ON ACTUAL INVOICES FOR CALL PATCH SERVICES. PAYMENTS WERE MADE ONLY AFTER REVIEWING DOCUMENTED USAGE TO CONFIRM THAT EXPENSES MATCHED THE APPROVED PURPOSE. WE TRACKED EACH DISBURSEMENT AGAINST THE UNDERLYING INVOICES AND FOLLOWED UP TO ENSURE FUNDS WERE APPLIED IN ACCORDANCE WITH THE GRANT TERMS. X X X 1 1 0 1 0 0 0 1 0 KEVIN JENNINGS CEO 407097 0 323645 0 1287 0 54213 0 45360 0 831602 0 0 0 JENNIFER CAROL PIZER CHIEF LEGAL OFFICER 382751 0 28294 0 2477 0 15446 0 22568 0 451536 0 0 0 JOSHUA PUSHKIN CDO 322094 0 64397 0 269 0 19994 0 21144 0 427898 0 0 0 CAMILLA TAYLOR DIR. FOR LITIGATION 233152 0 0 0 414 0 13976 0 57625 0 305167 0 0 0 JOHN E ROANE COO 255022 0 0 0 1188 0 16386 0 30926 0 303522 0 0 0 GILLIAN M POWER CTO 213440 0 0 0 414 0 11035 0 69114 0 294003 0 0 0 AMANDA WYATT CFO 222574 0 26667 0 161 0 13620 0 23527 0 286549 0 0 0 CRYSTAL COSTELLO CHIEF OF PEOPLE & CULT. (OUTGOING) 121275 0 0 0 107437 0 7969 0 28090 0 264771 0 0 0 MARCO CHAN CHIEF OF PLAN & PROG MGMT. 206129 0 20047 0 162 0 12332 0 19567 0 258237 0 0 0 KRISTINE ANDREA KIPPINS DIR. FOR POLICY 215471 0 0 0 180 0 12849 0 20400 0 248900 0 0 0 JEFF SOUVA SENIOR COUNSEL DIR. DEV. 192732 0 17656 0 164 0 11145 0 16225 0 237922 0 0 0 WILLARD L DUMAS III DIR. OF LEADERSHIP GIFTS 199795 0 0 0 769 0 7453 0 23544 0 231561 0 0 0 CINDI A CREAGER CCO 201211 0 0 0 774 0 5263 0 24078 0 231326 0 0 0 PAUL CASTILLO DEPUTY LEGAL DIRECTOR 191636 0 0 0 379 0 11759 0 21827 0 225601 0 0 0 PART I, LINES 4A-B CRYSTAL COSTELLO, CHIEF OF PEOPLE AND CULTURE, RECEIVED SEPARATION PAYMENT OF $107,310 AND IT IS REPORTED IN COLUMN B(III). THE CHIEF EXECUTIVE OFFICER PARTICIPATED IN DEFERRED COMPENSATION PLAN ESTABLISHED DURING THE YEAR. HE RECEIVED $33,623 AND IT IS REPORTED IN COLUMN C. PART I, LINE 5 THE BONUS/DEFERRED COMPENSATION STRUCTURE 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 $265,000 AND $64,397 RESPECTIVELY. PART I, LINE 7 BONUSES ARE SUBMITTED BY THE EXECUTIVE TEAM (EACH DEPT. HEAD) TO THE CEO. THE CEO APPROVES BONUSES. THE BOARD APPROVES THE CEO'S BONUS. X 8974 1097841 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF SHARES CONTRIBUTED. 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 PREPRED 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 -97,744. CHANGE IN VALUE OF GIFT ANNUITIES 112,156. FORM 990, PART XII, LINE 2C: THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.