2024-12-06T15:03:11-06:00 2024-03-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-04-01 232887086 PEGGY BROWNING FUND PEGG 2672737990 100 S BROAD STREET 1218 PHILADELPHIA PA 19110 JAMES C KOKOLAS TREASURER 2672737990 2024-12-06 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-12-06 2023 2024-10-15 13:58:12Z RACHEL DEL ROSSI 100 S BROAD STREET 1218 PHILADELPHIA PA 19110 1918796 0 X WWW.PEGGYBROWNINGFUND.ORG X 1997 PA SEE SCHEDULE O FOR ORGANIZATION'S MISSION. 17 16 5 300 0 0 662933 608078 36992 39180 8719 -5077 -99441 -79956 609203 562225 251251 258072 0 0 473601 386204 0 0 92639 430933 491561 1155785 1135837 -546582 -573612 1541600 1293230 225047 365201 1316553 928029 X SEE SCHEDULE O FOR ORGANIZATION'S MISSION. 0 0 838283 258072 46442 FELLOWSHIP PROGRAM SEE ATTACHMENT TO SCHEDULE O FOR DESCRIPTION OF PROGRAM SERVICES. ANNUAL NATIONAL LAW STUDENTS WORKERS RIGHTS' CONFERENCE SEE ATTACHMENT TO SCHEDULE O FOR DESCRIPTION OF PROGRAM SERVICES. NETWORKING MEETINGS, EVENTS, AND RELATED ACTIVITIES - THE ORGANIZATION HOLDS VARIOUS NETWORKING MEETINGS AND EVENTS THROUGHOUT THE YEAR FOR ITS STUDENTS AND FOR OTHERS IN THE LABOR MOVEMENT. THESE MEETINGS PROVIDE IMPORTANT OPPORTUNITIES FOR STUDENTS TO BE EXPOSED TO THE BROADER LABOR COMMUNITY AND FOR MEMBERS OF THAT COMMUNITY TO NETWORK WITH EACH OTHER AND LEARN ABOUT THEIR RESPECTIVE ISSUES AND PROGRAMS. NEWSLETTER - THE ORGANIZATION PUBLISHES A NEWSLETTER PROVIDING NEWS ABOUT ITS EVENTS AND PROGRAMS. 838283 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 5 1 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY MD MA ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WV WI X RACHEL DEL ROSSI 2672737990 100 SOUTH BROAD STREET SUITE 1218 PHILADELPHIA PA 19110 X PATRICK J SZYMANSKI ESQ MEMBER,BOARD OF DIRECTORS 0.50 X 0 0 0 MANEESH SHARMA ESQ MEMBER,BOARD OF DIRECTORS 0.20 X 0 0 0 JAY SMITH ESQ MEMBER,BOARD OF DIRECTORS 0.60 X 0 0 0 NIRAJ GANATRA ESQ MEMBER,BOARD OF DIRECTORS (P) 0.15 X 0 0 0 JOHN PIERRE ESQ MEMBER,BOARD OF DIRECTORS 0.90 X 0 0 0 DAVID JURY ESQ MEMBER,BOARD OF DIRECTORS 0.90 X 0 0 0 DANIELLE LEONARD ESQ MEMBER,BOARD OF DIRECTORS 0.40 X 0 0 0 VINCENT PITTA ESQ MEMBER,BOARD OF DIRECTORS 0.30 X 0 0 0 JULIE GUTMAN DICKINSON ESQ MEMBER,BOARD OF DIRECTORS 0.10 X 0 0 0 LUCAS AUBREY ESQ MEMBER,BOARD OF DIRECTORS 0.40 X 0 0 0 ANTONIA DOMINGO MEMBER,BOARD OF DIRECTORS 0.10 X 0 0 0 SAMANTHA DULANEY MEMBER,BOARD OF DIRECTORS 0.10 X 0 0 0 INGRID NAVA MEMBER,BOARD OF DIRECTORS 0.10 X 0 0 0 MELISSA WOODS MEMBER,BOARD OF DIRECTORS 0.10 X 0 0 0 ALEX ROE MEMBER,BOARD OF DIRECTORS 1.00 X 0 0 0 MICHAEL ARTZ ESQ SECRETARY 0.70 X 0 0 0 RICHARD BREAN ESQ CHAIR 1.90 X 0 0 0 JAMES KOKOLAS CPA TREASURER 0.50 X 0 0 0 RACHEL DEL ROSSI EXECUTIVE DIRECTOR 40.00 X 120291 0 26919 120291 0 26919 1 0 0 0 0 216500 391578 608078 CONFERENCE FEES 541100 39180 39180 39180 28602 28602 1180819 1214498 -33679 -33679 -33679 54855 216500 142073 -87218 -87218 REFUNDS AND REIMBURSEMENTS 541100 7262 7262 7262 562225 46442 0 -92295 258072 258072 147210 85573 61019 618 173643 136687 26026 10930 41721 26674 12818 2229 23630 16196 6538 896 8500 8500 10455 10455 10993 10993 139124 96390 38329 4405 29177 20055 8092 1030 37013 25442 10264 1307 149112 145673 3439 23174 22963 211 6630 4558 1838 234 6393 6393 FUNDRAISING EXPENSE NET 70873 70873 FUNDRAISING ANNUAL FEES 117 117 1135837 838283 204915 92639 66 1719 30142 167038 8788 10331 66433 54429 15628 12004 1210042 832716 130637 102527 146297 166895 1541600 1293230 56121 87715 35000 168750 133926 108736 225047 365201 X 1202678 796648 113875 131381 1316553 928029 1541600 1293230 X -573612 185088 726502 -726502 X X 0 1 X 1 0 X 1131543 713891 111142 731393 662933 3350902 1131543 713891 111142 731393 662933 3350902 3350902 68378 85091 -4099 8719 -5077 153012 50 109837 10500 1935 7262 129584 3633498 303293 0.92220 0.91100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 113875 17506 131381 123340 -9465 113875 132910 -9570 123340 120868 12042 132910 119544 18436 17112 120868 0 0 66433 54429 12004 12004 DEPOSITS 35514 ENDOWMENT FUND 131381 166895 OPERATING LEASE OBLIGATION 108736 108736 X 1605433 185088 726502 142073 1053663 551770 10455 10455 562225 1993957 726502 142073 868575 1125382 10455 10455 1135837 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET EVENT EXPENSES AND REIMBURSEMENTS 142,073. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET EVENT EXPENSES AND REIMBURSEMENTS 142,073. NY EVENT 171205 135975 35230 285 66045 27395 CHICAGO EVENT 100150 80525 19625 294 33742 10959 0 271355 216500 54855 579 99787 38354 138720 -83865 0 SCHOLARSHIPS 36 258072 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ELECTS EXECUTIVE OFFICERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT FORM 990 WAS PROVIDED TO THE PRESIDENT, EXECUTIVE DIRECTOR, AND TREASURER FOR REVIEW. A COPY OF THE 990 WAS PROVIDED TO THE BOARD OF DIRECTORS AND THEY WERE GIVEN AN OPPORTUNITY TO COMMENT BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE PEGGY BROWNING FUND OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY ARE CONDUCTED. THE PERIODIC REVIEWS INCLUDE, AT A MINIMUM, THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES, AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 15A. THE BOARD'S COMPENSATION COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF DEVELOPMENT, TAKING INTO ACCOUNT COMPARABLE POSITIONS IN SIMILAR-SIZED ORGANIZATIONS. THE COMPENSATION COMMITTEE'S RECOMMENDATIONS FOR INCREASES ARE REVIEWED BY THE BOARD OF DIRECTORS AND COMMUNICATED TO THE EXECUTIVE DIRECTOR. 15B. THE EXECUTIVE DIRECTOR AND THE BOARD'S COMPENSATION COMMITTEE, IN CONSULTATION WITH THE BOARD OF DIRECTORS, REVIEW THE COMPENSATION OF EMPLOYEES ANNUALLY AND DOCUMENT IN MEMO ANY PAYROLL INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE PEGGY BROWNING FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: DONATED SERVICES -726,502. FORM 990, PART XII, LINE 2C: THE PEGGY BROWNING FUND'S BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. FORM 990, PART I, LINE 1 AND PART III, LINE 1: DESCRIPTION OF ORGANIZATION'S MISSION STATEMENT: THE PEGGY BROWNING FUND (PBF) EDUCATES AND INSPIRES THE NEXT GENERATION OF ADVOCATES FOR WORKPLACE JUSTICE. THROUGH FELLOWSHIPS, WORKERS' RIGHTS CONFERENCES, REGIONAL WORKSHOPS, NETWORKING, ALUMNI ACTIVITIES AND OTHER PROGRAMS, PBF PROVIDES UNIQUE OPPORTUNITIES FOR LAW STUDENTS TO WORK FOR ECONOMIC AND SOCIAL JUSTICE. DESCRIPTION OF ORGANIZATION'S VISION STATEMENT: THE PEGGY BROWNING FUND IS A PREEMINENT TRAINING GROUND AND RECRUITING SOURCE OF LEGAL ADVOCATES FOR SOCIAL AND ECONOMIC JUSTICE FOR WORKERS. IT CARRIES THE MESSAGE TO LAW STUDENTS THAT WORKERS' RIGHTS ARE CIVIL RIGHTS AND THAT THE MOVEMENT FOR WORKPLACE DEMOCRACY AND JUSTICE IS BOTH A NOBLE CALLING AND A VIABLE CAREER. PBF PROMOTES STUDENTS' AWARENESS OF THE EVOLVING CHALLENGES THAT FACE WORKERS AND ENCOURAGES ACTIVISM AROUND LEGAL STRATEGIES THAT ADDRESS THEM. THE WORKPLACE JUSTICE MOVEMENT LOOKS TO THE PEGGY BROWNING FUND AS A HIGHLY SELECTIVE AND PRESTIGIOUS SOURCE OF LEGAL TALENT. PBF'S DIVERSE PROGRAMS AND NATIONAL ALUMNI NETWORK ENABLE THE NEXT GENERATION OF COMMITTED LAWYERS TO FIND AND AFFORD MEANINGFUL CAREERS ON BEHALF OF WORKING PEOPLE. FORM 990, PART III, LINES 4A & 4B: THE PEGGY BROWNING FUND - FORM 990, PART III, LINES 4A & 4B: OVERVIEW OF PROGRAM SERVICES THE PEGGY BROWNING FUND (PBF) WAS FORMED IN 1997 TO HONOR THE MEMORY OF MARGARET A. (PEGGY) BROWNING, A RENOWNED PHILADELPHIA LABOR LAWYER WHO SERVED ON THE NATIONAL LABOR RELATIONS BOARD (NLRB) FROM 1994 TO 1997. PBF EDUCATES LAW STUDENTS ABOUT THE RIGHTS AND NEEDS OF WORKERS. WE ENCOURAGE THE NEXT GENERATION OF LAWYERS TO ADVOCATE FOR SOCIAL AND ECONOMIC JUSTICE BOTH IN THE WORKPLACE AND IN OTHER ARENAS. PBF'S CORE PROGRAM PROVIDES LAW STUDENTS FROM LAW SCHOOLS ACROSS THE COUNTRY WITH TEN-WEEK PAID SUMMER FELLOWSHIPS (PLUS TWO PAID SCHOOL-YEAR FELLOWSHIPS). THESE PEGGY BROWNING FELLOWS WORK WITH A WIDE VARIETY OF SOCIAL JUSTICE ORGANIZATIONS, INCLUDING UNIONS, NON-PROFIT ORGANIZATIONS, SUCH AS WORKER CENTERS, AND UNION-SIDE LAW FIRMS (THE LAW FIRMS PAY THE COST FOR THEIR OWN FELLOWS). PBF PLACED OUR FIRST 10 STUDENTS IN 1998. TODAY WE HAVE 150 PARTICIPATING LAW SCHOOLS. THROUGH A HIGHLY COMPETITIVE PROCESS, 110 LAW STUDENTS, DRAWN FROM OVER 500 APPLICANTS, WERE PLACED IN FELLOWSHIPS DURING THE SUMMER OF 2023 (PLUS TWO DURING THE SCHOOL YEAR) WITH UNIONS AND SOCIAL JUSTICE ORGANIZATIONS ACROSS THE COUNTRY. ADDITIONALLY, WE HAVE CONTINUED OUR ANNUAL NATIONAL LAW STUDENTS WORKERS RIGHTS' CONFERENCE. IN 2023 WE CONDUCTED 8 REGIONAL ADVOCATING FOR WORKPLACE JUSTICE WORKSHOPS; ALL WERE CONDUCTED IN-PERSON WITH AN OPTION TO STREAM. THIS ENABLED US TO REACH ADDITIONAL STUDENTS WHO WEREN'T ABLE TO PARTICIPATE IN OUR OTHER PROGRAMS. A TOTAL OF 200+ STUDENTS PARTICIPATED IN 2023. THE ORGANIZATION'S SUCCESS DERIVES NOT ONLY FROM THE LEADERSHIP OF OUR BOARD PRESIDENT, RICH BREAN, BUT FROM THE TALENTS AND COMMITMENT OF OUR GOVERNING AND ADVISORY BOARDS, OUR EXECUTIVE DIRECTOR AND STAFF, AND OUR NUMEROUS VOLUNTEERS. OUR FOUNDER, JOSEPH LURIE, FORMALLY RESIGNED HIS POSITION AS PRESIDENT IN AUGUST 2022. THE POSITION OF PRESIDENT WAS DISSOLVED AND LEADERSHIP IS CURRENTLY SHARED BETWEEN THE CHAIRMAN OF THE BOARD, RICHARD BREAN, AND THE EXECUTIVE DIRECTOR, RACHEL DEL ROSSI. MR. BREAN AND MS. DEL ROSSI ARE WELL SUPPORTED BY OUR GOVERNANCE BOARD, ADVISORY BOARD, NETWORK OF VOLUNTEERS, AND STAFF. WE HAVE INVESTED IN OUR BOARD LEADERSHIP BY FORMING AN EXECUTIVE COMMITTEE MADE UP OF BOARD OFFICERS AND COMMITTEE CHAIRS. THIS GROUP MEETS MONTHLY TO PROVIDE OVERSIGHT AND GUIDANCE TO THE ORGANIZATION. FELLOWSHIP PROGRAM THE STUDENTS SELECTED ARE CALLED FELLOWS AND THEIR SUMMER PLACEMENTS ARE IN MENTOR ORGANIZATIONS. PBF TODAY IS HELD IN SUCH HIGH REGARD THAT WELL OVER 500 STUDENTS APPLIED IN 2023 FOR THE 110 COVETED SUMMER FELLOWSHIPS. IT'S CONSIDERED A SIGNIFICANT HONOR TO BE SELECTED AS A PBF FELLOW - A SOURCE OF PRIDE FOR STUDENTS AND RESPECT FROM THE BROAD LEGAL COMMUNITY. PBF HAS DEVELOPED INTO THE NATION'S PREEMINENT NONPROFIT ORGANIZATION FOR PROVIDING FUNDED SUMMER FELLOWSHIPS FOR LAW STUDENTS TO WORK FOR SOCIAL AND ECONOMIC JUSTICE. IN DOING SO, WE FULFILL OUR MISSION OF EDUCATING A NEW GENERATION OF LAWYERS ABOUT WORKERS RIGHTS, ENCOURAGING THEM TO EMBRACE THIS FIELD WHILE ALSO PROVIDING VITAL SERVICES TO UNDER-STAFFED MENTOR ORGANIZATIONS ACROSS THE COUNTRY. ANNUAL CONFERENCE IN AN EFFORT TO AUGMENT OUR IMPACT, IN 1999 WE ADDED AN ANNUAL NATIONAL LAW STUDENTS WORKERS' RIGHTS CONFERENCE. THE 2023 CONFERENCE, IN WHICH 170+ STUDENTS PARTICIPATED, WAS ONE OF OUR LARGEST GROUPS EVER. SESSIONS WERE SPREAD OVER TWO DAYS, AND INCLUDED TWO PLENARY SESSIONS AND OUR USUAL LISTING OF SUBSTANTIVE WORKSHOPS. STUDENTS AND FACILITATORS ALIKE GAVE US VERY POSITIVE FEEDBACK. (FOR A CURRENT LIST OF PARTICIPATING LAW SCHOOLS, SUMMER FELLOWSHIP PLACEMENTS, INFORMATION ABOUT OUR FELLOWSHIP PROGRAM AND ANNUAL CONFERENCE, AND NEWS ABOUT OTHER EVENTS, SEE WWW.PEGGYBROWNINGFUND.ORG.) REGIONAL WORKSHOPS THE DUAL PURPOSE OF PBF'S REGIONAL WORKSHOPS IS TO INTEREST LAW SCHOOL STUDENTS IN APPLYING FOR PEGGY BROWNING FELLOWSHIPS AND TO ENCOURAGE THEM TO PURSUE CAREERS IN A BROAD RANGE OF PRACTICE SETTINGS DEVOTED TO SECURING WORKING PEOPLE THEIR FULL MEASURE OF RIGHTS AND PROTECTIONS UNDER THE LAW. EACH REGIONAL WORKSHOP INVOLVES A PANEL DISCUSSION CO-SPONSORED BY PBF AND THE HOST LAW SCHOOL, LED BY A MODERATOR (USUALLY A LAW PROFESSOR), FOLLOWED BY TIME FOR STUDENTS TO NETWORK WITH THE PANELISTS AND THE OTHER LAWYERS IN ATTENDANCE. AT LEAST ONE PANEL MEMBER IS ALWAYS A FORMER PEGGY BROWNING FELLOW, WHO EXPLAINS THE MECHANICS OF THE PBF APPLICATION PROCESS AND THE BROAD RANGE OF PAID SUMMER PLACEMENTS AVAILABLE. THE REMAINING PANELISTS ARE LAWYERS WORKING AT FEDERAL AND STATE REGULATORY AGENCIES, WORKER CENTERS, LAW FIRMS, UNION LEGAL DEPARTMENTS AND LEGAL SERVICES OFFICES. EACH PANELIST EXPLAINS THE CHALLENGES AND SATISFACTIONS OF HIS OR HER PRACTICE, AND THEIR EXAMPLE BROADENS STUDENTS' HORIZONS AS TO POSSIBLE CAREER CHOICES. THE 40+ PRACTICING ATTORNEYS, PROFESSORS, COMMUNITY ORGANIZERS, AND PBF ALUMNI WHO VOLUNTEERED TO PARTICIPATE IN OUR REGIONAL WORKSHOPS AS PANELISTS HAD A VERY POSITIVE IMPACT ON THE ATTENDEES. THE WORKSHOPS HAVE INCREASED AWARENESS OF PBF'S PROGRAMS AND HAVE BECOME A VITAL PART OF OUR PROGRAM. ALUMNI PROGRAM THROUGHOUT OUR HISTORY, WE HAVE PROVIDED VARIOUS SERVICES TO OUR ALUMNI, PARTICULARLY BY HELPING THEM NETWORK WITH OTHERS IN THE LABOR LAW COMMUNITY AND BY PROVIDING JOB LEADS. MANY ALUMNI IN TURN HAVE REMAINED ACTIVE IN OUR ORGANIZATION, PARTICULARLY AS RESOURCES FOR NEW FELLOWS, AS PARTICIPANTS IN PLANNING OR PRESENTING WORKSHOPS, AND AS MENTORS IN OUR FELLOWSHIP PROGRAM. IN 2023, WHILE CONTINUING THESE SERVICES, WE CONTINUED WORKING TO STRENGTHEN OUR ALUMNI ASSOCIATION, WITH SEVERAL GOALS IN MIND: A. TO PROVIDE ALUMNI WITH OPPORTUNITIES FOR FORMING A COMMUNITY OF INTEREST WITH OTHERS INTERESTED IN ADVOCATING FOR WORKERS' RIGHTS; B. TO SUPPORT THE INTERESTS AND NEEDS OF PBF ALUMNI THROUGH NETWORKING OPPORTUNITIES AND POTENTIAL JOB LEADS; C. TO ENGAGE ALUMNI IN ASSISTING PBF IN ADVANCING ITS MISSION BOTH PROGRAMMATICALLY AND FINANCIALLY; D. TO FOSTER AND ENCOURAGE ONGOING ENGAGEMENT WITH THE PROGRAMS AND INITIATIVES OF PBF; E. TO ASSIST IN ENHANCING THE PRESTIGE AND EFFECTIVENESS OF PBF. ALUMNI CHAPTERS HAVE BEEN ESTABLISHED FOR MANY YEARS IN CHICAGO, NEW YORK CITY, PHILADELPHIA, AND WASHINGTON, DC. THE ALUMNI CHAPTER IN WASHINGTON, DC ORGANIZED IN-PERSON TOURS, VARIOUS MEETINGS, AND SOCIAL EVENTS OVER THE SUMMER OF 2023. ALUMNI ALL OVER THE COUNTRY PARTICIPATED IN REGIONAL WORKSHOPS, HELPED PLAN AND PRESENT WORKSHOPS AT OUR ANNUAL NLSWRC. THEY ALSO CONTINUED TO SUPPORT PBF'S FUNDRAISING ACTIVITIES DURING 2023. ALUMNI ALSO CONTINUED THE ALUMNI MENTORSHIP PROGRAM DURING 2023. THE PROGRAM REMAINS POPULAR AND INCLUDES SECOND-YEAR AS WELL AS THIRD-YEAR LAW STUDENTS. THE GOAL IS TO PROVIDE RECENT PEGGY BROWNING FELLOWS WITH MENTORS TO HELP THEM LAND A JOB DEFENDING THE RIGHTS OF WORKERS. THE ALUMNI MENTORS PROVIDED SUPPORT FOR TOPICS SUCH AS APPLICATION STRATEGY, WRITING SAMPLES, INTERVIEWING TECHNIQUES, NETWORKING, AND MORE. FORM 990, PART I, LINE 1 AND PART III, LINE 1 CONT'D: IMPACT OUR FELLOWSHIP PROGRAM, OUR NATIONAL LAW STUDENTS WORKERS' RIGHTS CONFERENCES AND OUR REGIONAL WORKSHOPS HAVE HAD A DEEP IMPACT ON THE LIVES AND CAREERS OF STUDENTS. SPECIFIC BENEFITS OF THE PROGRAM INCLUDE: INTRODUCING STUDENTS TO THE MYRIAD OF ISSUES AFFECTING WORKERS' RIGHTS; PROVIDING INTERACTION WITH THE NATION'S TOP PRACTICING PROFESSIONALS; ENABLING STUDENTS TO GAIN FIRST-HAND KNOWLEDGE AND EXPERIENCE WITH WORKERS, ALONG WITH A DEEPER UNDERSTANDING AND GREATER KNOWLEDGE CONCERNING SOCIAL JUSTICE ISSUES; PROVIDING SHORT-STAFFED ORGANIZATIONS WITH THE TALENT, ENERGY AND ENTHUSIASM OF DEDICATED LAW STUDENTS EMBARKING ON THEIR CAREERS; EXPANDING THE ABILITY OF ORGANIZATIONS TO MEET THEIR CLIENTS' NEEDS; AND PROVIDING A NETWORK AVAILABLE TO STUDENTS INTERESTED IN PURSUING A CAREER IN PUBLIC INTEREST LABOR LAW. TYPICAL ASSIGNMENTS FOR FELLOWS INCLUDE (BUT ARE NOT LIMITED TO): RESEARCHING COMPLEX LEGAL ISSUES; HANDLING INTAKES; INTERVIEWING CLIENTS IN PREPARATION FOR HEARINGS; ASSISTING UNION BUSINESS AGENTS AND ORGANIZERS WITH LABOR AND MANAGEMENT NEGOTIATIONS; ORGANIZING LEGAL DEMONSTRATIONS AND ELECTIONS; WRITING LEGAL MEMORANDA; DRAFTING LEGAL BRIEFS; SUMMARIZING CASE LAW IN PREPARATION FOR HEARINGS; REVISING TRAINING MANUALS ON ISSUES SUCH AS THE RIGHTS OF EMPLOYEES WITH DISABILITIES; PREPARING TRAINING REGARDING EMPLOYMENT DISCRIMINATION LAWS AFFECTING IMMIGRANT WORKERS, AND PRESENTING THE TRAINING TO SOCIAL SERVICES PROVIDERS IN MULTIPLE CITIES; HELPING THEIR MENTOR ORGANIZATIONS ADVOCATE FOR IMPROVED WORKER'S RIGHTS; REVIEWING, ANALYZING, AND SUMMARIZING COLLECTIVE BARGAINING CONTRACTS. PBF FELLOWS TYPICALLY DESCRIBE THEIR FELLOWSHIP EXPERIENCE AS TRANSFORMATIVE (BOTH FOR THEM PERSONALLY AND FOR THEIR CLIENTS). THEY REPORT GAINING A SWEEPING PERSPECTIVE OF THE STRUGGLES OF WORKERS, AND THEY ARE GRATEFUL FOR THE OPPORTUNITIES PRESENTED BY THEIR FELLOWSHIPS. WHILE IT IS HARD TO QUANTIFY IMPACT, AND WE HAVE NEVER HAD THE RESOURCES TO CONDUCT FORMAL RESEARCH STUDIES, FEEDBACK FROM THE MENTORS WHO SUPERVISE OUR FELLOWS GIVES SOME INSIGHT. SOME NOTE THAT THE FELLOWS' WORK AFFECTED HUNDREDS OR THOUSANDS OF WORKERS. OTHERS COMMEND THE VERY HIGH QUALITY OF WORK PRODUCED BY THE FELLOWS AND THE WIDE VARIETY OF ASSIGNMENTS THEY ARE ABLE TO HANDLE. A COMMON THEME FROM MENTORS EACH YEAR IS THAT THE WORK DONE BY OUR STUDENTS BENEFITS ALL MEMBERS/CLIENTS SERVED BY THE MENTOR ORGANIZATION. ANOTHER COMMON THEME IS THAT, AT A TIME WHEN THE MENTOR ORGANIZATIONS ARE EXPERIENCING HEAVY CASELOADS AND FUNDING CUTBACKS, THE DILIGENCE AND THOUGHTFUL ANALYSIS OF THE PBF FELLOWS GREATLY ENHANCED THE ORGANIZATIONS' ABILITY TO HANDLE THEIR CASES IN AN EFFECTIVE AND TIMELY MANNER. SEVERAL MENTORS ASKED PBF FOR ADDITIONAL SUPPORT. MENTORS ROUTINELY PRAISE THE FELLOWS' RESEARCH SKILLS, WRITING SKILLS, FOCUS, EFFICIENCY, AND DEEP PASSION FOR LABOR LAW AND THE LABOR MOVEMENT. MENTORS CONSISTENTLY COMMENT FAVORABLY ON WHAT AN ASSET THE PBF FELLOWS ARE TO THE LABOR MOVEMENT BOTH DURING THEIR FELLOWSHIPS AND POTENTIALLY IN THE FUTURE. MANY UNION LEADERS HAVE CALLED PEGGY BROWNING FELLOWS THE FUTURE OF THE LABOR MOVEMENT. FROM 1998 THROUGH 2023, PBF AWARDED 1,436 FELLOWSHIPS. THE MOST RECENT ANALYSIS OF PBF ALUMNI SHOWED THAT NEARLY 42% WERE WORKING IN WORKER RIGHTS LABOR LAW ORGANIZATIONS (UNIONS, WORKER CENTERS, UNION-SIDE LAW FIRMS, THE NATIONAL LABOR RELATIONS BOARD, THE DEPARTMENT OF LABOR, AND SIMILAR ORGANIZATIONS); 28% WERE SUPPORTING SOCIAL JUSTICE IN VARIOUS PUBLIC INTEREST JOBS; AND APPROXIMATELY 12% WERE STILL IN LAW SCHOOL OR HAD RECENTLY GRADUATED. THE REMAINDER WERE IN OTHER LEGAL POSITIONS OR THEIR STATUS WAS UNKNOWN. FORM 990, PART I, LINE 1 AND PART III, LINE 1 CONT'D: THE PEGGY BROWNING FUND IS THE ONLY ORGANIZATION WITH THE NATIONAL REACH AND REPUTATION FOR EXCELLENCE DEDICATED TO PLACING LAW STUDENTS WITH SUCH A WIDE RANGE OF LABOR-RELATED SOCIAL JUSTICE ORGANIZATIONS, THEREBY BRIDGING THE GAP BETWEEN THE NEEDS OF TODAY'S WORKING FAMILIES FOR QUALIFIED LEGAL ASSISTANCE AND THE FUTURE LAWYERS WHO CAN PROVIDE IT. OUR PROGRAMS PRESENT A UNIQUE OPPORTUNITY TO EDUCATE AND MOTIVATE THE NEXT GENERATION OF PUBLIC INTEREST LABOR LAWYERS. IN ADDITION, THE PEGGY BROWNING FUND HAS A SIGNIFICANT IMPACT ON THOSE LIVING IN THE COMMUNITIES SERVED BY ITS MENTOR ORGANIZATIONS THAT GOES FAR BEYOND SIMPLY PROVIDING FELLOWSHIPS TO LAW STUDENTS. OUR PROGRAMS HAVE A RIPPLE EFFECT. WE EDUCATE LAW STUDENTS ABOUT WORKERS' RIGHTS, AND WE GIVE THEM INCREASED OPPORTUNITIES, BUT THE IMPACT DOESN'T STOP THERE. BECAUSE OF PEGGY BROWNING FELLOWS, LOCAL MENTOR ORGANIZATIONS CAN BROADEN THEIR REACH AND STRETCH THEIR INSUFFICIENT RESOURCES TO HANDLE THEIR LARGE CASELOADS. BECAUSE OF PEGGY BROWNING FELLOWS, WORKERS' LIVES ARE CHANGED. A PEGGY BROWNING FELLOW'S RESEARCH FOR ANY OF THE UNIONS THAT PARTICIPATE IN OUR PROGRAM CAN AFFECT THE LIVES OF EVERY MEMBER OF THAT UNION. A PEGGY BROWNING FELLOW AT COMMUNITY LEGAL SERVICES OFTEN HANDLES 30 TO 40 CLIENT FILES AND HANDLES SEVERAL VARIED RESEARCH AND WRITING ASSIGNMENTS. AT OTHER MENTOR ORGANIZATIONS, FELLOWS PARTICIPATE IN CASES AFFECTING ENTIRE STATES OR REGIONS. DIRECT INTERACTION WITH WORKERS AND THEIR FAMILIES LIKEWISE HAS BENEFITS THAT RIPPLE FAR BEYOND EACH INDIVIDUAL SITUATION. STUDENTS FREQUENTLY REPORT THAT ONE OF THE MOST REWARDING ASPECTS OF THE FELLOWSHIP IS THEIR INTERACTION WITH THE CLIENTS SERVED BY THE MENTOR ORGANIZATION. THEY ARE ABLE TO SEE THE DIRECT IMPACT OF THEIR WORK ON THE LIVES OF THE CLIENTS THEY REPRESENT, AND THEIR COMMITMENT TO PUBLIC INTEREST LABOR LAW IS STRENGTHENED. THUS, THE FELLOWSHIP EXPERIENCE NOT ONLY HELPS A STUDENT BUILD TECHNICAL LEGAL SKILLS WHILE LEARNING ABOUT WORKERS RIGHTS. IT ALSO DIRECTLY HELPS OVER-STRETCHED MENTOR ORGANIZATIONS. MOST IMPORTANTLY, IT HAS LASTING EFFECTS ON THE LIVES OF INNUMERABLE WORKERS AND THEIR FAMILIES. STUDENTS WHO ATTENDED OUR NATIONAL LAW STUDENTS WORKERS' RIGHTS CONFERENCE AND OUR REGIONAL WORKSHOPS COMMENT FAVORABLY EVERY YEAR ON THE RELEVANCE AND FOCUS OF THE WORKSHOPS, THE VERY PRACTICAL INFORMATION PRESENTED, AND THE VALUABLE CONTACTS THEY MADE DURING THESE EVENTS. AS IN PREVIOUS YEARS, PBF'S WORK WAS GREATLY AIDED BY IN-KIND CONTRIBUTIONS AND BY THE SUPPORT OF 200+ VOLUNTEERS, MOST OF WHOM ARE ATTORNEYS ACTIVELY INVOLVED IN THE LABOR MOVEMENT. THEY SERVED AS MEMBERS OF OUR BOARD OF DIRECTORS, ADVISORY BOARD, CONFERENCE PLANNING COMMITTEE, DEVELOPMENT COMMITTEE, ALUMNI COMMITTEE, HOST COMMITTEES FOR VARIOUS EVENTS, MENTORS IN OUR FELLOWSHIP PROGRAM, SPEAKERS, PANELISTS AND WORKSHOP FACILITATORS AT OUR CONFERENCE AND REGIONAL WORKSHOPS, AND IN MANY OTHER SUPPORTIVE ROLES. OUR FELLOWSHIP PROGRAM WAS GREATLY STRENGTHENED BY UNIONS AND UNION-SIDE LAW FIRMS THAT COVERED THE STIPENDS AND RELATED COSTS FOR THE FELLOWS PLACED WITH THEM. WE ALSO RECEIVED IN-KIND DONATIONS OF SPACE, AUDIO-TECHNICAL SUPPORT, DESIGN AND PRINTING SERVICES, PHOTOGRAPHY, PROFESSIONAL SERVICES, CLERICAL SUPPORT, POSTAGE AND SIMILAR ITEMS. SUCH GENEROSITY AND EXTENSIVE SUPPORT FROM THE LABOR COMMUNITY ENABLED US TO EXTEND THE REACH OF OUR SERVICES SIGNIFICANTLY AND TO OFFER MORE OPPORTUNITIES TO STUDENTS THAN EVER BEFORE.