Goals for 2025

Goal #1: Ethics Contracting Policies

Develop baseline measurement of our subcontractors and consultants that are small, minority-owned, veterans-owned, or women-owned businesses supporting our direct projects

During the reporting period, we established a baseline process to measure the socio-economic characteristics of subcontractors and consultants supporting our direct projects. We developed and distributed a standardized information request asking subcontractors to voluntarily identify whether they qualify as small or minority-owned, women-owned, or veteran-owned businesses. This effort allows us to track the level of participation from our subcontractors among the different socio-economic categories in our project work and establishes a foundation for future measurement and goal setting. This prepares Lantana for the development of Subcontracting Plans as required of large Government contractors.

Goal #2: Local Community Engagement

Survey staff and collect data on staff volunteer efforts

Lantana conducted an employee survey in September. Over 71% of respondents confirmed they volunteer or do community service. The respondents expressed that volunteering helps them feel a part of their community. Most volunteer respondents noted that they spend 1-50 hours a year volunteering.

Define company policy on volunteer time benefit

The B Corp Steering Committee completed the Volunteer Time Off benefit policy and presented it to employees during a company-wide meeting held in December. This new policy is effective January 1, 2026, and provides employees with paid time off to volunteer in their communities.

Incorporate at least one local community volunteer initiative into 2025 annual company retreat

At the 2025 annual company retreat, employees volunteered in the nursery of the Reflection Riding Arboretum and Nature Center and Managers volunteered at the Chattanooga Foundation.

Goal #3: Accountability & Continuous Improvement

Prepare for 2026 recertification by submitting new B Corp assessment by November 20, 2025

To ensure our 2026 recertification would be evaluated under the existing B Lab standards, we accelerated our application timeline, ompleting the full scope of work within a compressed period and successfully submitted by June 20, 2025.

B Lab Impact Areas

Lantana’s key contributions and initiatives in each impact area are as follows:

Environment

• GreenLantana Initiative—GreenLantana, our employee-driven sustainability group, partners with leadership to develop and promote initiatives focused on reducing waste, encouraging reuse and recycling, and empowering employees to make environmentally responsible choices that collectively reduce our environmental footprint. Key activities in 2025 included:
  • Discussing emerging environmental solutions and approaches for the next 20 years.
  • Launching the “Swap One Thing” Challenge, encouraging employees to adopt one new sustainable habit each month at home or work. Examples included reducing single-use plastics, starting home gardens, opting out of junk mail, and reassessing household products such as sunscreen and insect repellents.
  • Conducting an employee survey to better understand household adoption of renewable energy. Insights from this effort were used to develop resources that help employees identify and access renewable energy programs in their local communities.
  • Coordinating a company-wide volunteer event as part of the 2025 annual company retreat, reinforcing our commitment to environmental stewardship through collective action
• Green Rides—expanded our travel reimbursement to cover the option of “green ride sharing”
• IT recycling—provided policy language to direct employees to recycle outdated laptops

Corporate Governance

• Company financial results are transparent and shared with all employees monthly.
• Lantana believes in paying a fair and competitive wage and sharing the company’s success with each person through a performance-based bonus.
• Our overall mission is embedded in our decision making and corporate structure. We are passionate about the work that we do to support safe, equitable, and effective health care that improves well-being, public health, quality of care, and research.

Workers

• Lantana is 100% employee-owned, meaning all eligible employees have an ownership stake in the company.
• The bonus program provides an opportunity for all staff to earn an annual bonus based on performance.
• Employees are eligible for the company’s 401k Plan and participation in the Employee Stock Ownership Plan (ESOP).
• The company offers a flexible work schedule (e.g., four-day, ten hours per day, workweek).
• The company sponsors a wellness committee that provides health-focused education and activities.
• Lantana engages a third-party company to conduct an annual employee engagement survey. Lantana consistently ranks in the top 75% of its peers in the overall assessment.
• Lantana developed a Volunteer Time Off Plan in 2025 effective January 1, 2026.

Community

• Lantana held its annual blood drive in January 2025 to kick off National Blood Donor Month and allows sick/personal time off to donate during work hours.
• We donated to five different charitable organizations in 2025.
• In 2025, we surveyed staff to measure personal volunteer and community service efforts. We also created a volunteer time off policy to allow eligible employees paid time off to volunteer in their community.

Customers

• The company created a process for collecting customer satisfaction results and a baseline metric in 2025. This will help drive customer satisfaction improvements going forward.
• To support customer stewardship, we developed a publicly available data and privacy policy, along with internal policies on cyber and data security that are based on the National Institute of Standards and Technology (NIST) framework. The company also requires all staff to complete annual security training.

Goals for 2026

We identified three goals for 2026 to create general public benefit for the next reporting period.

Goal #1: Launch Volunteer Time Off (VTO) benefit company-wide

In 2025, we developed and announced the new benefit to employees effective January 1, 2026. For 2026, we will implement the new benefit, monitor progress, promote its use, and adjust as needed for successful execution.

Goal #2: Host at least one volunteer activity during annual company retreat company-wide

In 2026, Lantana is committed to giving back to the community that hosts our annual company retreat and participating in a group volunteer event onsite. This allows our employees to bond while supporting and honoring the host city.

Goal #3: Ensure at least 10% of strategic outreach to new partners is with small, minority-, and veteran-owned businesses

In 2026, we will ensure that at least 10% of our strategic outreach efforts are directed toward new small, minority-owned, and veteran-owned businesses. This goal is designed to enhance the depth and resilience of our partner network and proactively position the Company to successfully meet future socio-economic subcontracting plan expectations as required under the Federal Acquisition Regulations.

Other Administrative Requirements

This section of the report provides additional information that is required to be included in the annual benefit report per the Vermont Statutes 11A V.S.A. § 21.14.

Shareholders Owning More than Five Percent

Lantana is 100% owned by the Lantana Consulting Group Employee Stock Ownership Trust (ESOT). Employees own a beneficial interest in the company through shares that are allocated to their account and are represented by the Trustee of the ESOT.

Benefit Director Certification

In the opinion of the Benefit Director, Lantana Consulting Group, Inc. acted in accordance with its general public benefit purpose in all material respects during the period covered by the report and the directors and officers acted in accordance with the requirements of Vermont Statutes 11A V.S.A. § 21.0(a) and 11A V.S.A. § 21.11.