2024-12-18T10:13:36-06:00 2024-06-30 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2023-07-01 237085442 LEGAL MOMENTUM LEGA 2129256635 32 BROADWAY SUITE 1801 NEW YORK NY 10004 CAROL A BALDWIN MOODY PRESIDENT & CEO 2129256635 2024-12-18 1 0 WILLIAM EPSTEIN P01307171 2129498700 2023 2024-10-15 13:58:12Z CAROL A BALDWIN MOODY 32 BROADWAY SUITE NEW YORK NY 10004 2525171 0 X WWW.LEGALMOMENTUM.ORG X 1970 DC LEGAL MOMENTUM'S MISSION IS TO ADVANCE GENDER EQUALITY FOR WOMEN UNDER THE LAW. 20 19 25 0 0 0 1866030 1666449 0 0 -18168 57746 8097 0 1855959 1724195 0 0 0 0 1354116 1422834 0 0 413826 504302 647530 1858418 2070364 -2459 -346169 2585829 2351881 969429 1054980 1616400 1296901 X LEGAL MOMENTUM'S MISSION IS TO ADVANCE GENDER EQUALITY FOR WOMEN UNDER THE LAW. 0 0 194561 NATIONAL JUDICIAL EDUCATION PROGRAMENSURING FAIRNESS IN THE COURTS THROUGH LEGAL MOMENTUM'S NATIONAL JUDICIAL EDUCATION PROGRAM (NJEP): THE AWARD-WINNING NJEP IS THE NATIONAL SOURCE FOR JUDICIAL EDUCATION ON SEXUAL VIOLENCE. NJEP PROVIDES TRAINING MATERIALS, SEMINARS AND CONFERENCES, AND WEBINARS FOR JUDGES, PROSECUTORS, VICTIMS' ATTORNEYS AND ADVOCATES, AND OTHER JUSTICE SYSTEM PROFESSIONALS ABOUT THE WAYS IN WHICH GENDER BIAS CAN UNDERMINE FAIRNESS IN CRIMINAL, CIVIL, FAMILY, AND JUVENILE LAW. NJEP FOCUSES PRIMARILY ON SEXUAL ASSAULT CASES AND CASES INVOLVING THE INTERSECTION OF SEXUAL ASSAULT AND DOMESTIC VIOLENCE. 1196291 LEGAL PROGRAMS:LEGAL MOMENTUM'S LEGAL DEPARTMENT FOCUSES ON A NUMBER OF ISSUES IMPORTANT TO ADVANCING GENDER EQUALITY FOR WOMEN, INCLUDING:WORKPLACE EQUALITY AND ECONOMIC EMPOWERMENT: THROUGH OUR WOMEN VALUED INITIATIVE, LEGAL MOMENTUM IS IMPLEMENTING STRATEGIES TO ADVANCE GENDER EQUALITY IN THE WORKPLACE AND ENHANCE ECONOMIC SECURITY FOR WOMEN, WITH A FOCUS ON THE MOST VULNERABLE GROUPS, INCLUDING WOMEN OF COLOR, WOMEN WORKING IN LOW-WAGE INDUSTRIES, SURVIVORS OF GENDER-BASED VIOLENCE, AND IMMIGRANT WOMEN. (CONTINUED ON SCHEDULE O)(CONTINUED FROM PART III, LINE 4B) BY DEVELOPING A KNOW-YOUR-RIGHTS GUIDANCE ON THE BROAD SPECTRUM OF WORKPLACE RIGHTS AND RELATED BENEFITS AND PROVIDING TRAINING AND OUTREACH TO LOW-INCOME WOMEN, THE PROJECT AIMS TO PROMOTE EARLY INTERVENTION BY EDUCATING WOMEN ABOUT HOW TO ACTIVELY ASSERT THEIR RIGHTS IN THE WORKPLACE AND WHEN TRYING TO ENTER THE WORKFORCE. THE PROJECT ALSO RAISES AWARENESS AND ENGAGES IN LEGISLATIVE AND REGULATORY ADVOCACY FOR REFORM AT THE NATIONAL, STATE, AND LOCAL LEVELS TO ADVANCE GENDER EQUALITY IN THE WORKPLACE AND ENHANCE WOMEN'S ECONOMIC SECURITY.COMBATTING VIOLENCE AGAINST WOMEN: LEGAL MOMENTUM IS WORKING ON SEVERAL PROJECTS WITH THE GOAL OF EMPOWERING SURVIVORS TO ADDRESS GENDER-BASED VIOLENCE AND ENSURING INFORMED COMMUNITY RESPONSES AND ACCOUNTABILITY FOR VIOLENCE PERPETRATED AGAINST WOMEN AND GIRLS INCLUDING: A. NATIONWIDE LEGISLATIVE POLICY GUIDANCES (TOGETHER WITH ORRICK, HERRINGTON & SUTCLIFFE): TO ENSURE THAT EXTORTING SEXUAL ACTS OR IMAGERY IS RECOGNIZED AS A SEX CRIME FOLLOWING OUR JULY 2016 REPORT, A CALL TO ACTION: ENDING SEXTORTION IN THE DIGITAL AGE;B. LED EFFORTS TO PASS A REAUTHORIZATION OF THE FEDERAL VIOLENCE AGAINST WOMEN ACT (VAWA) WHICH IMPROVES RESPONSES TO GENDER-BASED VIOLENCE AND INCREASES SERVICES FOR VICTIMS AND SURVIVORS;C. RESEARCH AND POLICY ADVOCACY GUIDANCES TO PASS A FEDERAL AND/OR STATE-BASED GENDER-BASED VIOLENCE CIVIL RIGHTS REMEDY TO REPLACE THE VAWA CIVIL RIGHTS REMEDY STRUCK DOWN BY THE U.S. SUPREME COURT IN U.S. V. MORRISON (2000);D. LITIGATION ON BEHALF OF SURVIVORS OF GENDER-BASED VIOLENCE WHO HAVE FACED DISCRIMINATION IN THE WORKPLACE ON THE BASIS OF THEIR STATUS AS A SURVIVOR OF DOMESTIC/SEXUAL VIOLENCE; E. THROUGH OUR NEWLY LAUNCHED ONLINE TRAINING, HELPING SEXUAL ASSAULT VICTIMS NAVIGATE THE CRIMINAL JUSTICE SYSTEM, LEGAL MOMENTUM PROVIDES TRAINING AND TECHNICAL ASSISTANCE TO VICTIM ADVOCATES ON HOW TO PROVIDE EFFECTIVE ADVOCACY FOR SEXUAL ASSAULT VICTIMS AS THEY ATTEMPT TO NAVIGATE THE CRIMINAL JUSTICE SYSTEM. F. LEADING EFFORTS TO ENACT BROADER WORKPLACE PROTECTIONS FOR SURVIVORS.REPRODUCTIVE JUSTICE: LEGAL MOMENTUM IS EXPANDING OUR WORK ON REPRODUCTIVE RIGHTS TO ENGAGE IN RESEARCH, OUTREACH, AND LITIGATION TO CHALLENGE GOVERNMENT SURVEILLANCE OF AND INTRUSION INTO THE LIVES OF PREGNANT PERSONS. ENSURING EQUAL EDUCATIONAL OPPORTUNITIES FOR WOMEN AND GIRLS: LEGAL MOMENTUM, WITH EXPERTISE IN TITLE IX OF THE EDUCATION AMENDMENTS OF 1972, PROVIDES LEGAL ASSISTANCE AND COUNSELING TO VICTIMS OF CAMPUS SEXUAL ASSAULT AND TO STUDENTS WHO ARE PREGNANT AND PARENTING, AND LEADS NATIONWIDE POLICY ADVOCACY ON THESE ISSUES. ADDITIONALLY, LEGAL MOMENTUM IS BEGINNING THE SEVENTH CONSECUTIVE YEAR OF OUR SUCCESSFUL 'RIGHTS NOW!' PROGRAM, UNDER A GRANT FROM THE NEW YORK CITY COUNCIL YOUNG WOMEN'S INITIATIVE. THROUGH THIS PROGRAM, LEGAL MOMENTUM DEVELOPS TRAININGS, PEER EDUCATIONAL PROGRAMMING, AND RESOURCES TO EMPOWER YOUNG, AT-RISK GIRLS (PARTICULARLY GIRLS OF COLOR) IN NEW YORK CITY AND PROVIDE THEM WITH ACCESSIBLE INFORMATION ABOUT THEIR RIGHTS AS STUDENTS AND YOUNG WORKERS.HELPLINE - DIRECT SERVICES AND TECHNICAL ASSISTANCE:LEGAL MOMENTUM'S HELPLINE RECEIVES SEVERAL HUNDRED CALLS PER YEAR FROM WOMEN SEEKING ASSISTANCE FOR SUCH MATTERS AS EMPLOYMENT ISSUES (SEXUAL HARASSMENT, SEXUAL DISCRIMINATION, PAY EQUITY, PREGNANCY ACCOMMODATION), CAMPUS SEXUAL ASSAULT, GENDER-BASED VIOLENCE. CALLERS ARE PROVIDED WITH TECHNICAL ASSISTANCE, OR REFERRALS TO OTHER LEGAL SERVICE PROVIDERS (INCLUDING THE PRIVATE BAR), AND GOVERNMENT AGENCIES. 1390852 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X CAROL A BALDWIN MOODY 2129256635 32 BROADWAY SUITE 1801 NEW YORK NY 10004 CAROL A BALDWIN MOODY PRESIDENT & CEO 50.00 0.00 X X 195733 0 34223 AMY DORN KOPELAN VICE CHAIR (THROUGH 09/23) 2.00 0.00 X X 0 0 0 AMY S LEDER SECRETARY 2.00 0.00 X X 0 0 0 CAROLYN D RICHMOND DIRECTOR 2.00 0.00 X 0 0 0 CATHERINE ZINN DIRECTOR 2.00 0.00 X 0 0 0 EILEEN SIMON CHAIR 2.00 0.00 X X 0 0 0 ESHA BANDYOPADHYAY DIRECTOR 2.00 0.00 X X 0 0 0 G ELAINE WOOD GENERAL COUNSEL 2.00 0.00 X X 0 0 0 GLYNNA CHRISTIAN DIRECTOR 2.00 0.00 X 0 0 0 JAY W WAKS VICE CHAIR 2.00 0.00 X X 0 0 0 JESSICA S CAREY DIRECTOR 2.00 0.00 X 0 0 0 KAREN E SILVERMAN DIRECTOR (THROUGH 09/23) 2.00 0.00 X 0 0 0 KIM GANDY DIRECTOR 2.00 0.00 X 0 0 0 LAURA A WILKINSON VICE CHAIR 2.00 0.00 X X 0 0 0 LORI B LESKIN DIRECTOR 2.00 0.00 X 0 0 0 MARY GAIL GEARNS DIRECTOR 2.00 0.00 X 0 0 0 MEENA L ELLIOTT FIRST VICE CHAIR 2.00 0.00 X X 0 0 0 MEREDITH MOORE DIRECTOR 2.00 0.00 X 0 0 0 NANCY B SALTZMAN DIRECTOR 2.00 0.00 X 0 0 0 ROBERT M KAUFMAN VICE CHAIR (THROUGH 04/24) 2.00 0.00 X X 0 0 0 SHERYL KOVAL GARKO DIRECTOR (THROUGH 09/23) 2.00 0.00 X 0 0 0 STEPHANIE A SHERIDAN DIRECTOR 2.00 0.00 X 0 0 0 SUSAN B LINDENAUER TREASURER 2.00 0.00 X X 0 0 0 VILIA B HAYES DIRECTOR 2.00 0.00 X 0 0 0 YVETTE D VALDEZ DIRECTOR (THROUGH 04/24) 2.00 0.00 X 0 0 0 LYNN H SCHAFRAN SENIOR VICE PRESIDENT 35.00 0.00 X 127849 0 34223 JENNIFER M BECKER-ALLBEE LEGAL DIRECTOR 35.00 0.00 X 108847 0 43390 SEHER KHAWAJA DEPUTY LEGAL DIRECTOR 35.00 0.00 X 114167 0 5996 546596 0 117832 4 0 1 0 APERIO PHILANTHROPY LLC 175 PEARL ST 1 FL 55 BROOKLYN NY 11201 FUNDRAISING SUPPORT 105000 1 815508 276966 573975 19798 1666449 26170 26170 800553 768977 31576 31576 31576 31999 815508 31999 0 1724195 0 0 57746 X 229956 180121 18645 31190 925215 725203 74951 125061 39926 31274 3237 5415 143723 112576 11653 19494 84014 65310 6876 11828 75955 75955 208274 38333 20485 149456 122493 82099 9263 31131 156223 124307 9764 22152 26227 9077 12503 4647 3722 2943 302 477 14624 12649 711 1264 BANK CHARGES AND INTERE 28631 50 20671 7910 TELEPHONE AND MAIL 11381 6910 670 3801 2070364 1390852 265686 413826 26010 95763 45106 5106 636363 585002 51069 50067 35495 35495 3722 0 1039491 948980 784068 666963 2585829 2351881 113956 119219 200000 0 855473 735761 969429 1054980 X 1091064 863785 525336 433116 1616400 1296901 2585829 2351881 -346169 26670 0 X 0 1 X 0 0 X 1302618 1944702 1977983 1866030 1666449 8757782 1302618 1944702 1977983 1866030 1666449 8757782 343020 8414762 34039 37744 25809 34863 26170 158625 8097 8097 8924504 50156 0.94290 0.92960 X SCHEDULE A, PART II, LINE 10 OTHER INCOME CONSISTS OF ATTORNEY'S FEES TO THE ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 629 629 2069735 2070364 253518 63380 0 0 335673 240257 242921 253518 1072369 1608554 2450 10711 2665 629 16455 83918 60064 60730 63380 268092 402138 SCHEDULE C, PART II-A, LINE 1C LEGAL MOMENTUM ENGAGED IN EDUCATIONAL AND INFORMATION-BASED COMMUNICATIONS WITH GOVERNMENT OFFICIALS AND/OR EMPLOYEES CONCERNING THE DEVELOPMENT AND/OR IMPLEMENTATION OF POLICIES THAT IMPACT OUR CONSTITUENCY. DURING THE FISCAL YEAR ENDED JUNE 30, 2024, STAFF SPENT A COMBINED TOTAL OF APPROXIMATELY 14 HOURS ON THESE ACTIVITIES FOR AN EXPENSE TO LM OF LESS THAN $5000. 200000 14042 9824 204218 200000 2159 2159 200000 200000 2926 2926 200000 200000 2932 2932 200000 200000 5647 5647 200000 0.98000 0.02000 0 0 13163 13163 0 22332 22332 0 0 RIGHT-OF-USE ASSET - OPERATING LEASE 666963 666963 OPERATING LEASE LIABILITY 735761 735761 X 3462741 26670 1711876 1738546 1724195 0 1724195 3782240 1711876 1711876 2070364 0 2070364 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF A SINGLE DONOR-RESTRICTED FUND, WHICH IS REPORTED AS PERMANENTLY RESTRICTED AND IS USED TO ENSURE THE ECONOMIC AND PERSONAL SECURITY OF ALL WOMEN AND GIRLS, WHILE SAFEGUARDING AND EXPANDING WOMEN'S RIGHTS UNDER THE LAW. PART X, LINE 2: THE ORGANIZATION IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (THE "FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, RELATING TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. DUE TO THE ORGANIZATION'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT ANTICIPATED TO HAVE, A MATERIAL IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2B FOR RECOGNITION WITHIN THE ORGANIZATION'S FINANCIAL STATEMENTS, DONATED SERVICES MUST: (I) CREATE OR ENHANCE NON-FINANCIAL ASSETS; AND (II) TYPICALLY NEED TO BE ACQUIRED IF NOT PROVIDED BY DONATION. ADDITIONALLY, SUCH SERVICES MUST: (I) REQUIRE A SPECIALIZED SKILL; AND (II) BE PROVIDED BY INDIVIDUALS POSSESSING THESE SKILLS. DONATED SERVICES ARE RECORDED AS SUPPORT AT THEIR ESTIMATED FAIR VALUES AT THE DATES OF DONATION AND ARE REPORTED AS SUPPORT WITHOUT DONOR RESTRICTIONS. DONATED SERVICES ARE REPORTED AS BOTH CONTRIBUTIONS AND OFFSETTING EXPENSES IN THE STATEMENTS OF ACTIVITIES. DURING FISCAL-YEARS 2024 AND 2023, THE ORGANIZATION RECEIVED $1,711,876 AND $2,880,192 OF PRO BONO LEGAL SERVICES, RESPECTIVELY. A SUBSTANTIAL NUMBER OF UNPAID INTERNS (APPROXIMATELY 10 TO 20 PER YEAR) HAVE MADE SIGNIFICANT CONTRIBUTIONS OF THEIR TIME TO THE ORGANIZATION. THE VALUE OF THIS CONTRIBUTED TIME DOES NOT MEET THE CRITERIA FOR RECOGNITION OF CONTRIBUTED SERVICES REQUIRED UNDER U.S. GAAP AND, ACCORDINGLY, IS NOT INCLUDED IN THE FINANCIAL STATEMENTS. WOMEN OF ACHIEVEMENT AWARDS 164663 164663 AIMING HIGH AWARDS 682844 650845 31999 31999 847507 815508 31999 31999 31999 0 X X X 0 0 0 0 0 0 0 0 0 CAROL A BALDWIN MOODY PRESIDENT & CEO 195733 0 0 0 0 0 4950 0 29273 0 229956 0 0 0 LYNN H SCHAFRAN SENIOR VICE PRESIDENT 127849 0 0 0 0 0 4950 0 29273 0 162072 0 0 0 JENNIFER M BECKER-ALLBEE LEGAL DIRECTOR 108847 0 0 0 0 0 4950 0 38440 0 152237 0 0 0 PART I, LINE 3 REVIEW OF OFFICER COMPENSATION: THE EXECUTIVE COMMITTEE ESTABLISHES THE COMPENSATION FOR THE PRESIDENT, WHICH IS APPROVED BY THE ENTIRE BOARD. THE BOARD CONSULTS WITH THE PRESIDENT ON COMPENSATION FOR OTHER EXECUTIVE STAFF. COMPENSATION WAS DETERMINED USING COMPARABLE DATA FROM CERTAIN OUTSIDE ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DELIVERED TO AND REVIEWED BY AUDIT COMMITTEE AND BOARD MEMBERS PRIOR TO ITS ELECTRONIC FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C MONITORING OF CONFLICT OF INTEREST POLICY: ALL BOARD MEMBERS AND OFFICERS ARE ASKED TO COMPLETE A FORMAL CONFLICT OF INTEREST FORM/QUESTIONNAIRE ANNUALLY. THE REVIEW OF THE FORMS IS CONDUCTED BY A BOARD MEMBER AND NOTED IN THE APPROPRIATE MINUTES. FORM 990, PART VI, SECTION B, LINE 15 REVIEW OF OFFICER COMPENSATION: THE EXECUTIVE COMMITTEE ESTABLISHES THE COMPENSATION FOR THE PRESIDENT, WHICH IS APPROVED BY THE ENTIRE BOARD. THE BOARD CONSULTS WITH THE PRESIDENT ON COMPENSATION FOR OTHER EXECUTIVE STAFF. COMPENSATION WAS DETERMINED USING COMPARABLE DATA FROM CERTAIN OUTSIDE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF ORGANIZATIONAL DOCUMENTS: THE IRS FORM 990 IS AVAILABLE AT THE OFFICE OF THE ORGANIZATION AND ON ITS WEBSITE. FINANCIAL STATEMENTS, THE BY-LAWS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART IX, LINE 11G CONSULTANTS AND SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 38,333. MANAGEMENT AND GENERAL EXPENSES 20,485. FUNDRAISING EXPENSES 149,456. TOTAL EXPENSES 208,274.