2024-05-08T10:16:51-05:00 2023-06-30 752514681 MARIE V KELLY PLLC 2333 BEATRICE STREET DALLAS TX 75208 990 2022-07-01 310955962 LEARNING FORWARD LEAR 9724210900 800 E CAMPBELL RD STE 224 RICHARDSON TX 75081 ANNE FEASTER-SMITH OFFICER 9724210900 2024-05-08 1 ANNE FEASTER-SMITH 999009999 0 MARIE V KELLY P00167388 4698570011 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANNE FEASTER-SMITH 800 E CAMPBELL RD STE 224 RICHARDSON TX 75081 9509504 0 X LEARNINGFORWARD.ORG X 1978 OH LEARNING FORWARD SETS THE STANDARD FOR PROFESSIONAL LEARNING AND BUILDS THE CAPACITY OF EDUCATORS TO EQUITABLY SERVE ALL STUDENTS. 8 8 32 310 49980 0 676051 2451401 4116174 6551548 87371 73572 188452 301225 5068048 9377746 0 0 0 0 4051949 3729299 0 0 0 2987448 4906156 7039397 8635455 -1971349 742291 5036186 5772090 2043266 2005505 2992920 3766585 X VISION: EVERY EDUCATOR ENGAGES IN EXEMPLARY PROFESSIONAL LEARNING SO EVERY STUDENT EXCELS.MISSION: LEARNING FORWARD SETS THE STANDARD FOR PROFESSIONAL LEARNING AND BUILDS THE CAPACITY OF EDUCATORS TO EQUITABLE SERVE ALL STUDENTS. 0 0 1585660 3103306 CONFERENCES, NETWORKS AND ONLINE/VIRTUAL LEARNING EXPERIENCES -, INSTITUTES, AND WEBINARS SUPPORT MEMBERS EFFORTS TO IMPROVE ORGANIZATIONAL EFFECTIVENESS, EDUCATOR COMPETENCY, AND STUDENT SUCCESS. LEARNING FORWARD'S 2022, ANNUAL CONFERENCE ATTRACTED 3,300 EDUCATORS WHO, OVER THE 4 DAYS OF THE CONFERENCE, ATTENDED OVER 200 SESSIONS, GAINED NEW KNOWLEDGE AND SKILLS, ENGAGED IN MEANINGFUL CONVERSATIONS, NETWORKING, AND ACQUIRING RESOURCES AND TOOLS TO HELP THEM IN THEIR ORGANIZATION AND SCHOOL IMPROVEMENT WORK.ACADEMY - SINCE 1991 THERE HAVE BEEN 40 ACADEMY CLASSES WITH MORE THAN 1800 ACADEMY GRADUATE MEMBERS. EACH CLASS HAS HELD 12-FACE TO FACE SESSIONS TOTALING 96 HOURS PER CLASS EQUALING 3,744 HOURS OF PROFESSIONAL LEARNING WITHIN THE ACADEMY PROGRAM. EACH YEAR A NEW ACADEMY CLASS GRADUATES. 2066340 1651140 GRANT-FUNDED PROJECTS - GRANT FUNDED PROJECTS TARGET PARTICULAR INITIATIVES FOCUSED ON ADVANCING THE FIELD OF PROFESSIONAL LEARNING, IMPROVING ORGANIZATION AND INDIVIDUAL EFFECTIVENESS AND PRODUCING HIGHER LEVELS OF PERFORMANCE FOR BOTH EDUCATOR, IND STUDENTS. IN FY 2023. LEARNING FORWARD RECEIVED GRANT FUNDS OF $1,691,778 EARNED GRANT FUNDS OF $1,807,090 AND HAS UNEARNED GRANT FUNDS OF $813,153 AS OF JUNE 30, 2023. A. THE CARNEGIE CORPORATION OF NEW YORK, THE CHARLES & LYNN SCHUSTERMAN FAMILY FOUNDATION AND THE WILLIAM & FLORA HEWLETT FOUNDATION ALL PROVIDED GRANTS TO DEVELOP THE REVISED STANDARDS FOR PROFESSIONAL LEARNING WITH ASSOCIATED TOOLS AND RESOURCES. THIS IS A REVISION TO THE WIDELY ADOPTED 2011 STANDARDS FOR PROFESSIONAL LEARNING. B. THE CHARLES & LYNN SCHUSTERMAN FAMILY FOUNDATION PROVIDED A GRANT FOR FEDERAL POLICY AND ADVOCACY AND AN ADDITIONAL GRANT TO SUPPORT LEARNING FORWARD'S "PIVOT" TO CURRICLUM-GROUNDED PROFESSIONAL LEARNING.C. THE BILL AND MELINDA GATES FOUNDATION THROUGH THE COMMUNITIES FOUNDATION PROVIDED GRANTS TO IMPLEMENT A CONTINUOUS IMPROVEMENT FRAMEWORK ACROSS A NETWORK OF 10 NORTH TEXAS MIDDLE SCHOOLS. D. THE WALLACE FOUNDATION PROVIDED A GRANT TO LEARNING FORWARD TO COVER A TWO-YEAR PERIOD AND TO HELP DISSEMINATE WALLACE EDUCATIONAL LEADERSHIP KNOWLEDGE AND RESOURCES THROUGH PUBLICATIONS AND THE ANNUAL CONFERENCE. THESE RESOURCES WILL BE USED TO HELP SCHOOLS, DISTRICTS, AND STATES IMPROVE LEADERSHIP DEVELOPMENT. E. THE WALLACE FOUNDATION ALSO PROVIDED A GRANT TO LEARNING FORWARD TO MANAGE THE EQUITY-CENTERED PIPELINE INITIATIVE LEARNING COMMUNITY. LEARNING FORWARD IS RESPONSIBLE FOR DEVELOPING, IMPLEMENTING AND EVALUATING THREE PROFESSIONAL LEARNING CONVENINGS FOR THE EIGHT PARTICIPATING DISTRICTS DURING EACH YEAR OF THE GRANT. F. THE CARNEGIE CORPORATION OF NEW YORK PROVIDED A GRANT TO PLAN AND LAUNCH A CURRICULUM-BASED PROFESSIONAL LEARNING NETWORK TO IMPLEMENT THE NEWLY REVISED STANDARDSRS FOR PROFESSIONAL LEARNING. THE CCNY ALSO PROVIDED A GRANT TO SUPPORT A STRAND OF SESSIONS AND ACTIVITIES FOCUSED ON CURRICULUM-BASED PROFESSIONAL LEARNING AT THE ANNUAL CONFERENCE. G. AIR - TWO GRANTS UNDER THE US DEPARTMENT OF EDUCATION EIR PROGRAM TO PROVIDE SERVICES TO AIR IN TWO SUBGRANTS- FIRST, TESTING AND VALIDATION OF THE MY TEACHING PARTNERS COACHING APPROACH TO EDUCATORS FOR IMPROVED CLASSROOM PERFORMANCE AND IN THE SECOND ONE, THE STUDY OF THE IMPROVING INSTRUCTION AND STUDENT ACHIEVEMENT THROUGH THE PROFESSIONAL LEARNING WITH IMPACT PROGRAM. H. THE BILL AND MELINDA GATES FOUNDATION PROVIDED TWO GRANTS TO SPONSOR AN ISSUE OF THE LEARNING PROFESSIONAL TO SPREAD NETWORKS FOR SCHOOL IMPROVEMENT WORK, LESSONS LEARNED, AND PUBLIC GOODS TO THE BROAD EDUCATION COMMUNITY AS WELL AS HELP SPONSON LEARNING FORWARD'S ANNUAL CONFERENCE. 2209523 3448240 LEARNING FORWARD CONSULTANTS SPENT OVER 500 DAYS IN FY23, SUPPORTING 50 CLIENTS THAT INCLUDED 2 STATE DEPARTMENTS OF EDUCATION, 8 STATE OR REGIONAL EDUCATION ASSOCIATIONS, 2 UNIVERSITIES, 3 INTERNATIONAL EDUSCATIONAL ORGANIZATIONS, 3 EDUCATIONAL SUPPORT ORGANIZATIONS, AND 32 UNIQUE SCHOOL SYSTEMS. IN ADDITION, LEARNING FORWARD ASSISTED 15 SCHOOL SYSTEMS AND REGIONAL EDUCATION CENTERS IN EVALUATING THE QUALITY OF THEIR PROFESSIONAL LEARNING BY ADMINISTERING THE STANDARDS ASSESSMENT INVENTORY IN 392 SCHOOLS. 1005286 1067850 PUBLICATIONS: PUBLICATIONS INCREASE THE KNOWLEDGE OF EDUCATORS ON ISSUES RELEVANT TO IMPROVING PROFESSIONAL LEARNING, ACCELERATING SCHOOL IMPROVEMENT, AND ELEVATING ORGANIZATIONAL EFFECTIVENESS. LEARNING FORWARD PUBLISHES THE LEARNING PROFESSIONAL, THE LEARNING FORWARD JOURNAL, SIX TIMES EACH YEAR BOTH IN PRINT AND ONLINE.MEMBERSHIP - MEMBERSHIP IN LEARNING FORWARD PROVIDES SUPPORT, NETWORKING, LEARNING OPPORTUNITIES, AND PUBLICATIONS, FOR ALL INTERESTED STAKEHOLDERS, INCLUDING TEACHERS, BUILDING AND SYSTEM-LEVEL LEADERS, POLICYMAKERS, SERVICE PROVIDERS, AND THE PUBLIC. LEARNING FORWARD'S VALUE AS A LEADER IN IMPROVING STUDENT ACHIEVEMENT HAS ALLOWED IT TO MAINTAIN A GROWING NUMBER OF PAID MEMBERSHIPS THAT NOW EXCEEDS 12,000 MEMBERS. 1005286 1067850 6866809 1 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 97 0 32 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X ANNE FEASTER-SMITH 9724210900 800 E CAMPBELL RD SUITE 224 RICHARDSON TX 75081 WENDY ROBINSON TRUSTEE 1.00 X 0 0 0 ASH VASUDEVA PRESIDENT 1.00 X 0 0 0 SUE SARBER PRESIDENT ELECT 1.00 X 0 0 0 SEGUN EUBANKS PAST PRESIDENT 1.00 X 0 0 0 MARK ELGART TRUSTEE 1.00 X 0 0 0 LINDA CHEN TRUSTEE 1.00 X 0 0 0 DENISE AUGUSTINE TRUSTEE 1.00 X 0 0 0 PAUL B FLEMING CHIEF LEARNING OFFICER 40.00 X X 137947 0 0 NADER TWAL TRUSTEE 1.00 X 0 0 0 FRED BROWN CEO 40.00 X 224983 0 0 MICHAEL R LANHAM COO/CFO 40.00 X 160359 0 0 MELINDA GEORGE CHIEF POLICY OFFICER 40.00 X 164080 0 0 687369 0 0 4 0 1 0 AFS EASTSIDE ATRIUM 18111 PRESTON RD 1000 DALLAS TX 75252 SUPPORT 136606 STRATEGY & GRACE 12414 PAYNE STREET FRISCO TX 75033 SUPPORT 123750 2 660201 1791200 2451401 CONSULTING 611710 3448241 3448241 CONFERENCES 611710 2939217 2939217 NETWORKS/LEARNING EXPE 611710 164090 164090 6551548 39248 39248 3622 3622 59658 0 25334 59658 -25334 34324 34324 354047 106424 247623 247623 ADVERTISING 541800 49980 49980 49980 9377746 6842041 49980 34324 X 3729299 2740856 988443 1137141 1074488 62653 1009650 515749 493901 2153424 2091494 61930 52910 52910 PRINTING AND PUBLICATIO 545150 444222 100928 INVESTMENT ACCOUNT FEES 7881 7881 8635455 6866809 1768646 0 1883469 2291843 1571429 1509392 142457 118811 60483 138573 423715 194895 266592 228820 1099840 1091674 381068 11916 11909 5036186 5772090 251655 188942 1283046 1270091 508565 546472 2043266 2005505 X 1963300 2563633 1029620 1202952 2992920 3766585 5036186 5772090 742291 31374 0 X 0 0 0 X 2825695 3273429 4317940 676051 2451401 13544516 5761347 4713788 3077209 4239101 6799172 24590617 8587042 7987217 7395149 4915152 9250573 38135133 0 0 0 38135133 30756 66865 29863 89152 102528 319164 30756 66865 29863 89152 102528 319164 63009 49980 112989 8617798 8054082 7425012 5067313 9403081 38567286 0.98880 0.99040 0.00830 0.00790 X 72000 72000 8563455 8635455 581773 145443 0 0 567380 581773 1149153 1723730 60000 72000 132000 141845 145443 287288 430932 423715 194895 228820 228820 ACCRUED EXPENSES 125205 OPERATING LEASE LIABILITY 421267 546472 9623373 31374 214253 245627 9377746 0 9377746 8767265 131810 131810 8635455 0 8635455 PART XI, LINE 2D - OTHER ADJUSTMENTS: LFF INCOME FILES SEPARATE 990 115,710. INVESTMENT EXPENSE REPORT IN EXPENSE. -7,881. PUBLICATION EXP REPORTED AS COGS 106,424. REPORTED AS REDUCTION OF EXP ON 990 PART XII, LINE 2D - OTHER ADJUSTMENTS: LFF EXPENSES FILES SEPARATE 990 33,267. INVESTMENT EXPENSE REPORT IN EXPENSE -7,881. PUBLICATION EXP REPORTED AS COGS 106,424. REPORTED AS INCOME ON AUDIT X X X 0 0 0 0 0 0 0 0 0 FRED BROWN CEO 224983 0 0 0 0 0 0 0 0 0 224983 0 0 0 MELINDA GEORGE CHIEF POLICY OFFICER 164080 0 0 0 0 0 0 0 0 0 164080 0 0 0 MICHAEL R LANHAM COO/CFO 160359 0 0 0 0 0 0 0 0 0 160359 0 0 0 TOTAL NUMBER OF VOLUNTEERS OVER 310 VOLUNTEERS WORKED OVER 1,560 HOURS ON LEARNING FORWARD PROJECTS, CONFERENCES AND PROGRAMS DURING THE YEAR. THESE VOLUNTEERS MAKE POSSIBLE THE DELIVERY OF THE QUALITY AND QUANTITY OF LEARNING FORWARD PROGRAMS FOR EDUCATORS, PARTICULARLY DURING THE ANNUAL CONFERENCE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. MEMBERSHIP IS OPEN TO THE PUBLIC FOR A YEARLY MEMBERSHIP FEE. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS ELECT THE BOARD OF TRUSTEES, AND THE BOARD MAY APPOINT TWO ADDITIONAL MEMBERS FORM 990, PART VI, SECTION B, LINE 11B COPY OF 990 IS AVAILABLE TO ALL BOARD MEMBERS. STATUS OF 990 FILING IS REPORTED TO BOARD. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENT OF AGREEMENT FORMS ARE SIGNED ANNUALLY BY THE BOARD OF TRUSTEES AND EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A - COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MANAGEMENT AN INDEPENDENT FIRM IS HIRED TO COMPLETE A COMPENSATION STUDY OF ABOUT 1/3 OF THE EMPLOYEES EACH YEAR. THE BOARD OF TRUSTEES ACT IN ACCORDANCE WITH THE RECOMMENDATIONS FOR CHANGES IN COMPENSATION AS PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, LINE 15B - COMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS & KEY EMPLOYEES AN INDEPENDENT FIRM IS HIRED TO COMPLETE A COMPENSATION STUDY OF APPROXIMATELY 1/3 OF THE OFFICERS AND KEY EMPLOYEES EACH YEAR. THE BOARD OF TRUSTEES ACT IN ACCORDANCE WITH THE RECOMMENDATIONS FOR CHANGES IN COMPENSATION AS PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,074,488. MANAGEMENT AND GENERAL EXPENSES 62,653. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,137,141. LEARNING FORWARD FOUNDATION 504 S LOCUST STREET OXFORD OH 45056 311139817 EDUCATIONAL OH 501 C 3 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0