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Nonprofiteer
← TRANSGENDER LEGAL DEFENSE AND EDUCATION FUND INC

Form 990 for tax year 2022

Filed by TRANSGENDER LEGAL DEFENSE AND EDUCATION FUND INC.

Totals

Total revenue
$5,667,640
Total expenses
$2,711,330
Contributions and grants received
$5,805,082
Grants paid
$0
Program service revenue
$14,910
Investment income
$1,246
Other revenue
-$153,598
Total assets, end of year
$5,204,040
Total liabilities, end of year
$264,008
Net assets or fund balances, end of year
$4,940,032
Program services expenses (Part IX)
$1,670,142
Management and general expenses
$548,323
Fundraising expenses
$492,865
Program service expenses (Part III)
$1,670,142

Program services were 61.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $369,984

  • 1e · Government grants (contributions)

    $488,278

  • 1f · All other contributions, gifts and grants

    $4,946,820

  • 1g · Noncash contributions included above

    $33,554

  • 2a · Program service revenue: FEE-FOR-SERVICE

    total $14,910 · related or exempt $14,910

  • 3 · Investment income

    total $1,341 · excluded $1,341

  • 7a · Gross sales of assets other than inventory

    securities $26,629

  • 7b · Less cost or other basis and sales expenses

    securities $26,724

  • 7c · Gain or loss

    securities -$95

  • 7d · Net gain or loss

    total -$95 · excluded -$95

  • 8a · Fundraising events: gross income

    $23,649

  • 8a · Fundraising events: contributions included on line 1c

    $369,984

  • 8b · Fundraising events: direct expenses

    $177,247

  • 8c · Net income from fundraising events

    total -$153,598 · excluded -$153,598

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $276,234 · program services $196,253 · management and general $52,358 · fundraising $27,623

  • 7 · Other salaries and wages

    total $1,314,491 · program services $885,966 · management and general $169,324 · fundraising $259,201

  • 8 · Pension plan contributions

    total $34,502 · program services $19,875 · management and general $4,752 · fundraising $9,875

  • 9 · Other employee benefits

    total $293,291 · program services $174,848 · management and general $40,807 · fundraising $77,636

  • 10 · Payroll taxes

    total $127,690 · program services $76,689 · management and general $18,659 · fundraising $32,342

  • 11b · Fees: legal

    total $25,336 · program services $7,855 · management and general $16,184 · fundraising $1,297

  • 11c · Fees: accounting

    total $79,283 · management and general $79,283

  • 11g · Fees: other

    total $203,115 · program services $87,553 · management and general $101,110 · fundraising $14,452

  • 13 · Office expenses

    total $32,053 · program services $19,723 · management and general $5,003 · fundraising $7,327

  • 14 · Information technology

    total $104,561 · program services $60,230 · management and general $16,365 · fundraising $27,966

  • 16 · Occupancy

    total $132,487 · program services $83,527 · management and general $22,844 · fundraising $26,116

  • 17 · Travel

    total $47,284 · program services $31,699 · management and general $11,702 · fundraising $3,883

  • 19 · Conferences, conventions and meetings

    total $2,821 · program services $1,891 · management and general $698 · fundraising $232

  • 22 · Depreciation, depletion and amortization

    total $10,137 · program services $5,897 · management and general $2,099 · fundraising $2,141

  • 23 · Insurance

    total $17,977 · program services $13,925 · management and general $2,551 · fundraising $1,501

  • 24a · Other expenses: PAYROLL SERVICE FEES

    total $9,088 · program services $3,622 · management and general $4,441 · fundraising $1,025

  • 24b · Other expenses: PROF. DEVELOPMENT

    total $980 · program services $589 · management and general $143 · fundraising $248

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,204,524 · end of year $3,129,375

  • 2 · Savings and temporary cash investments

    beginning of year $575,787 · end of year $605,048

  • 3 · Pledges and grants receivable

    beginning of year $209,440 · end of year $1,214,093

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,123 · end of year $77,770

  • 10a · Land, buildings and equipment: cost or other basis

    $80,242

  • 10b · Land, buildings and equipment: accumulated depreciation

    $43,231

  • 10c · Land, buildings and equipment, net

    beginning of year $30,136 · end of year $37,011

  • 15 · Other assets

    beginning of year $60,086 · end of year $140,743

  • 17 · Accounts payable and accrued expenses

    beginning of year $102,877 · end of year $179,244

  • 25 · Other liabilities

    beginning of year $5,497 · end of year $84,764

  • 27 · Net assets without donor restrictions

    beginning of year $1,175,253 · end of year $2,257,937

  • 28 · Net assets with donor restrictions

    beginning of year $808,469 · end of year $2,682,095

Mission and programs · 2022

Mission

THE TRANSGENDER LEGAL DEFENSE AND EDUCATION FUND IS COMMITTED TO ENDING DISCRIMINATION BASED ON GENDER IDENTITY AND EXPRESSION, AND TO ACHIEVING EQUALITY FOR TRANSGENDER PEOPLE THROUGH PUBLIC EDUCATION, TEST-CASE LITIGATION, DIRECT LEGAL SERVICES AND PUBLIC POLICY EFFORTS.

Activities or mission (Part I)

SEE FORM 990, PART III, LINE 1.

  • THE IMPACT LITIGATION PROGRAM SEEKS TO EXPAND AND SAFEGUARD LEGAL PROTECTIONS FOR TRANSGENDER AND NON-BINARY PEOPLE IN FEDERAL AND STATE COURTS AS WELL AS ADMINISTRATIVE AGENCIES THROUGHOUT THE COUNTRY. THE PRIMARY FOCUS OF THE PROGRAM IS TO SECURE COMPREHENSIVE PROTECTIONS FOR TRANSGENDER AND NON-BINARY PEOPLE BY ESTABLISHING PRECEDENTS IN HEALTH CARE, EMPLOYMENT, EDUCATION, AND PUBLIC ACCOMMODATIONS AMONG OTHER ISSUES.

    Expenses $612,040 · Revenue $14,910

  • THE NAME CHANGE PROJECT PROVIDES PRO BONO LEGAL NAME CHANGE SERVICES TO LOW-INCOME TRANSGENDER AND NONBINARY PEOPLE THROUGH PARTNERSHIPS WITH SOME OF THE MOST PRESTIGIOUS LAW FIRMS AND CORPORATE LAW DEPARTMENTS. FOR MANY TRANSGENDER PEOPLE, SECURING A LEGAL NAME CHANGE IS A SIGNIFICANT STEP TOWARDS ENSURING THEIR LEGAL IDENTITIES MATCH THEIR AUTHENTIC SELVES. TLDEF PROVIDES ITS CLIENTS WITH ACCESS TO PRO BONO LEGAL REPRESENTATION TO NAVIGATE THE PROCESS AND SUCCESSFULLY SECURE A LEGAL NAME CHANGE.

    Expenses $455,462

  • THE TRANS HEALTH PROJECT TAKES A COMPREHENSIVE, SYSTEMATIC APPROACH TO EXPANDING ACCESS TO TRANSGENDER-RELATED HEALTH CARE BY EDUCATING AFFECTED INDIVIDUALS ABOUT THEIR LEGAL RIGHTS; CULTIVATING A ROBUST MOVEMENT TO ACHIEVE HEALTH CARE EQUITY; EXPANDING ENFORCEMENT OF EXISTING LEGAL PROTECTIONS; AND DRIVING CLINICAL POLICY CHANGES AMONG INSURANCE CARRIERS.

    Expenses $444,459

  • THE PUBLIC EDUCATION PROGRAM LEVERAGES TLDEF'S STAFF EXPERTISE ON A RANGE OF ISSUES TO EMPOWER TRANSGENDER AND NON-BINARY PEOPLE WHO ARE OFTEN ROUTINELY SUBJECT TO DISCRIMINATION. TLDEF SEEKS TO BUILD THE COMPETENCY AND EXPERTISE OF INDIVIDUAL ATTORNEYS, LAW FIRMS, AND BUSINESS LEADERS COMMITTED TO BETTER SERVING TRANSGENDER AND NON-BINARY PEOPLE THROUGH "KNOW YOUR RIGHTS" WORKSHOPS, CORPORATE TRAININGS, AND CONTINUING LEGAL EDUCATION OPPORTUNITIES.

    Expenses $158,181

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Katherine Cooper

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Alaina Kupec

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Jay Austin

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Maeve Cunningham

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Catharine Hough

    TREASURER (BEG. 12/22)

    Total calculated
    $0
    Hours/week
    2

  • Joanne Herman

    TREASURER (END 12/22)

    Total calculated
    $0
    Hours/week
    2

  • Andrea Jenkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sean Madden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • C Riley Snorton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anne Tompkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrea Hong Marra

    EXECUTIVE DIRECTOR

    Total calculated
    $240,899
    From this org
    $216,911
    From related orgs
    $0
    Other
    $23,988
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,911
    Bonus
    $40,000
    Other
    $0
    Deferred
    $6,507
    Nontaxable benefits
    $17,481
    Filer's total
    $240,899

  • Maxwell Scales

    DEPUTY EXEC. DIR. (BEG. 9/22)

    Total calculated
    $35,335
    From this org
    $30,063
    From related orgs
    $0
    Other
    $5,272
    Hours/week
    40

  • David Brown

    LEGAL DIRECTOR

    Total calculated
    $150,364
    From this org
    $129,013
    From related orgs
    $0
    Other
    $21,351
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,013
    Bonus
    $5,000
    Other
    $0
    Deferred
    $3,870
    Nontaxable benefits
    $17,481
    Filer's total
    $150,364

  • Sue Lee Troutman

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $133,822
    From this org
    $112,952
    From related orgs
    $0
    Other
    $20,870
    Hours/week
    40

  • Gabriel Arkles

    SENIOR COUNSEL

    Total calculated
    $130,790
    From this org
    $110,007
    From related orgs
    $0
    Other
    $20,783
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
DURING THE YEAR, THE FOLLOWING EMPLOYEES RECEIVED BONUS PAYMENTS: - ANDREA HONG MARRA $40,000 - DAVID BROWN $5,000 - SUE LEE TROUTMAN $5,000

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
2 October 2023
IRS schema version
2022v5.0
Source object
202312759349302106

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