LEARNING POLICY INSTITUTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEARNING POLICY INSTITUTE (EIN 47-2772048)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349316795
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T17:37:12-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475525639 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANDEM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 Old County Road Suite 100-140 | AddressLine1Txt |
| City | Pacifica | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472772048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Learning Policy Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAR | BusinessNameControlTxt |
| Phone | 6503329797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 Page Mill Road 250 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Teresa M Godfrey | PersonNm |
| Person Title | CFAO | PersonTitleTxt |
| Phone | 6503329733 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lynn Henley | PreparerPersonNm |
| PTIN | P00356034 | PTIN |
| Phone | 6503509805 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Linda Darling-Hammond | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 Page Mill Road 250 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,333,938 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://learningpolicyinstitute.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To conduct independent, high-quality research to improve learning for each and every child. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 83 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,365,350 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,336,301 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $180,638 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $298,409 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$483,008 | PYInvestmentIncomeAmt |
| CY Investment Income | $699,228 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $30,062,980 | PYTotalRevenueAmt |
| CY Total Revenue | $20,333,938 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,319,458 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $713,198 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,900,167 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,540,699 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $312,501 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,996,567 | PYOtherExpensesAmt |
| CY Other Expenses | $3,306,568 | CYOtherExpensesAmt |
| PY Total Expenses | $14,216,192 | PYTotalExpensesAmt |
| CY Total Expenses | $14,560,465 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,846,788 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,773,473 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,634,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,618,767 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,905,839 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,114,772 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,728,789 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,503,995 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Conducting and disseminating independent, high-quality research to shape education policies and improve learning for each and every child. Nonprofit and nonpartisan, the Institute connects policymakers and stakeholders at the local, state, and federal level with the evidence, ideas, and actions needed to strengthen the education system from preschool through college and career readiness. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,277,869 | ExpenseAmt |
| Grant | $713,198 | GrantAmt |
| Revenue | $298,409 | RevenueAmt |
| Desc | In the area of Early Childhood Education, LPI continued to conduct research to inform policymakers' efforts to provide universal access to high-quality early learning. LPI reported on how local districts are addressing key areas for expansion, including instruction and assessment, workforce development, facilities and transportation. LPI also produced a report on how other states have successfully coordinated preschool providers in very different contexts and settings and need different kinds of support. In the area of Educator Quality, LPI identified seven key areas the federal government can focus on to build a nationwide strategy for teacher recruitment, preparation, support, and retention in its report The Federal Role in Ending Teacher Shortages. In California, LPI examined the factors teachers report how well prepared they feel and what factors contribute to those perceptions. In Texas, LPI took a deep dive into the state of the Texas teacher workforce to understand the conditions that have led to shortages and to surface the solutions and policies that can help in its report, Strengthening Pathways Into the Profession in Texas: Challenges and Opportunities. In the area of Equitable Resources and Access, LPI is continuing to partner with the National Conference of State Legislatures to support a cohort of 49 state legislators and legislative staff from 31 states who are participating in the Education Finance Fellowship to advance adequate and equitable state school finance policies. LPI also published a paper examining the impact of California's Local Control Funding Formula's impact on students' academic achievement, reduced grade repetition, and enhanced the likelihood of graduating from high school and being college-ready. LPI released two reports on students experiencing homelessness: Federal and State Resources for Students Experiencing Homelessness and Supporting Students Experiencing Homelessness: District Approaches to Supports and Funding. In the area of whole child education, LPI authored a series of papers focused on the school characteristics meant to address students' academic, social, and emotional needs, including: Striving for Relationship-Centered Schools: Insights from a Community-Based Transformation Campaign; Safe Schools, Thriving Students: What We Know About Creating Safe and Supportive Schools; Fostering Belonging, Transforming Schools: The Impact of Restorative Practices; and Evidence for Social Emotional Learning in Schools. To show how these practices play out in actual schools, we also developed case studies of Oakland International High School and UCLA Community School. | Desc |
| Total Program Service Expenses | $12,277,869 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 83 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Teresa M Godfrey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503329733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 Page Mill Road Suite 250 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Barbara Chow | |||||||
| Board Chair | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Stephan Turnipseed | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| David Rattray | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Sherrilyn Ifill | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Gerry House | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Kris D Gutierrez | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| David Lyon | |||||||
| Board Treasurer | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Liz Simons | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephen Arnold | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Linda Darling-Hammond | |||||||
| Director/CEO | 40.00 | Yes (X) | Yes (X) | $513,696 | $0 | $64,356 | |
| Teresa M Godfrey | |||||||
| CFAO | 40.00 | Yes (X) | $263,742 | $0 | $45,821 | ||
| Patrick Shields | |||||||
| Executive Director | 40.00 | Yes (X) | $381,749 | $0 | $49,487 | ||
| Marjorie Wechsler | |||||||
| Principal Research Manager | 40.00 | $227,043 | $0 | $14,312 | Yes (X) | ||
| Jennifer Sloan McCombs | |||||||
| Chief of Research | 40.00 | $263,137 | $0 | $43,268 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,649,367 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $217,244 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Concolor Research Inc | |||||
| 2295 S Hiawassee Rd Ste 411 | Orlando | FL | 32835 | Consultant | $148,995 |
| Jeannie Oakes | |||||
| 110 Gravatt Dr | Berkeley | CA | 94705 | Consultant | $125,500 |
| C Esch Consulting Inc | |||||
| 902 48th St | Sacramento | CA | 95819 | Conultant | $102,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $19,336,301 | AllOtherContributionsAmt |
| Total Contributions | $19,336,301 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Contract Revenue | 812900 | $291,556 | $291,556 |
| Other Income | 812900 | $6,853 | $6,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $298,409 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $699,228 | TotalRevenueColumnAmt |
| Exclusion | $699,228 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,333,938 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $298,409 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $699,228 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,198 | TotalAmt |
| Program Services | $713,198 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,318,852 | TotalAmt |
| Program Services | $994,721 | ProgramServicesAmt |
| Management And General | $274,494 | ManagementAndGeneralAmt |
| Fundraising | $49,637 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,402,091 | TotalAmt |
| Program Services | $6,211,862 | ProgramServicesAmt |
| Management And General | $1,007,959 | ManagementAndGeneralAmt |
| Fundraising | $182,270 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,828 | TotalAmt |
| Program Services | $18,038 | ProgramServicesAmt |
| Management And General | $3,210 | ManagementAndGeneralAmt |
| Fundraising | $580 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198,239 | TotalAmt |
| Program Services | $990,169 | ProgramServicesAmt |
| Management And General | $176,206 | ManagementAndGeneralAmt |
| Fundraising | $31,864 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,689 | TotalAmt |
| Program Services | $495,555 | ProgramServicesAmt |
| Management And General | $88,187 | ManagementAndGeneralAmt |
| Fundraising | $15,947 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,600 | TotalAmt |
| Program Services | $20,841 | ProgramServicesAmt |
| Management And General | $3,487 | ManagementAndGeneralAmt |
| Fundraising | $272 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,393 | TotalAmt |
| Management And General | $86,393 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,229,214 | TotalAmt |
| Program Services | $1,178,391 | ProgramServicesAmt |
| Management And General | $46,205 | ManagementAndGeneralAmt |
| Fundraising | $4,618 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,801 | TotalAmt |
| Program Services | $93,608 | ProgramServicesAmt |
| Management And General | $19,275 | ManagementAndGeneralAmt |
| Fundraising | $1,918 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,680 | TotalAmt |
| Program Services | $72,694 | ProgramServicesAmt |
| Management And General | $14,504 | ManagementAndGeneralAmt |
| Fundraising | $1,482 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $969,728 | TotalAmt |
| Program Services | $794,350 | ProgramServicesAmt |
| Management And General | $159,174 | ManagementAndGeneralAmt |
| Fundraising | $16,204 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,054 | TotalAmt |
| Program Services | $95,462 | ProgramServicesAmt |
| Management And General | $5,592 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,002 | TotalAmt |
| Program Services | $197,435 | ProgramServicesAmt |
| Management And General | $11,543 | ManagementAndGeneralAmt |
| Fundraising | $24 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,784 | TotalAmt |
| Program Services | $34,252 | ProgramServicesAmt |
| Management And General | $6,834 | ManagementAndGeneralAmt |
| Fundraising | $698 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,792 | TotalAmt |
| Program Services | $28,447 | ProgramServicesAmt |
| Management And General | $3,950 | ManagementAndGeneralAmt |
| Fundraising | $395 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Utilities | $139,122 | $115,616 | $21,181 | $2,325 |
| Other Employee Expenses | $123,062 | $100,878 | $20,128 | $2,056 |
| Website | $94,353 | $77,345 | $15,431 | $1,577 |
| Printing & Publications | $50,116 | $43,477 | $6,036 | $603 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,867 | TotalAmt |
| Program Services | $1,530 | ProgramServicesAmt |
| Management And General | $306 | ManagementAndGeneralAmt |
| Fundraising | $31 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,560,465 | TotalAmt |
| Program Services | $12,277,869 | ProgramServicesAmt |
| Management And General | $1,970,095 | ManagementAndGeneralAmt |
| Fundraising | $312,501 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,506,441 | BOYAmt |
| EOY | $9,248,937 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,215,440 | BOYAmt |
| EOY | $7,815,660 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,404 | BOYAmt |
| EOY | $35,459 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $217,527 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $150,462 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,602 | BOYAmt |
| EOY | $67,065 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,973,494 | BOYAmt |
| EOY | $18,875,425 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,994 | BOYAmt |
| EOY | $860,018 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,488,253 | BOYAmt |
| EOY | $4,716,203 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,634,628 | BOYAmt |
| EOY | $41,618,767 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,696 | BOYAmt |
| EOY | $221,990 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500 | BOYAmt |
| EOY | $6,297 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,754,643 | BOYAmt |
| EOY | $5,886,485 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,905,839 | BOYAmt |
| EOY | $6,114,772 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,842,023 | BOYAmt |
| EOY | $19,870,264 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,886,766 | BOYAmt |
| EOY | $15,633,731 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,728,789 | BOYAmt |
| EOY | $35,503,995 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,634,628 | BOYAmt |
| EOY | $41,618,767 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,773,473 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,001,733 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,660,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,776,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,614,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,365,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,336,101 | CurrentTaxYearAmt |
| Total | $92,753,974 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,660,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,776,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,614,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,365,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,336,101 | CurrentTaxYearAmt |
| Total | $92,753,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $39,653,234 | SubstantialContributorsTotAmt |
| Public Support Total170 | $53,100,740 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,166 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,339 | CurrentTaxYearMinus2YearsAmt |
| Total | $55,928 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $92,809,902 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,371,896 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,678 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,678 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,465,394 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,472,072 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $873,604 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $218,401 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $884,698 | CurrentYearMinus3Amt |
| Current Year Minus2 | $838,941 | CurrentYearMinus2Amt |
| Current Year Minus1 | $860,810 | CurrentYearMinus1Amt |
| Current Year | $873,604 | CurrentYearAmt |
| Total | $3,458,053 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,187,080 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $12,221 | CurrentYearMinus3Amt |
| Current Year Minus2 | $9,036 | CurrentYearMinus2Amt |
| Current Year Minus1 | $10,435 | CurrentYearMinus1Amt |
| Current Year | $6,678 | CurrentYearAmt |
| Total | $38,370 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $221,175 | CurrentYearMinus3Amt |
| Current Year Minus2 | $209,735 | CurrentYearMinus2Amt |
| Current Year Minus1 | $215,203 | CurrentYearMinus1Amt |
| Current Year | $218,401 | CurrentYearAmt |
| Total | $864,514 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,296,771 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,617 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,644 | DepreciationAmt |
| Book Value | $20,973 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $144,722 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,956 | DepreciationAmt |
| Book Value | $26,766 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,188 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,862 | DepreciationAmt |
| Book Value | $19,326 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $67,065 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deposits | $228,159 |
| Deferred compensation investments | $656,645 |
| Operating Lease | $3,831,399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,716,203 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Expenses | $754,281 |
| Deferred compensation liability | $656,645 |
| Operating Lease | $4,475,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,886,485 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,249,278 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,001,733 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,001,733 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,247,545 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $86,393 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $86,393 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,333,938 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,474,072 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,474,072 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $86,393 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $86,393 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,560,465 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | Income Taxes - The Institute is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. The Institute has also received recognition of its exempt status from California and Washington D.C. The Institute has applied the accounting principles related to accounting for uncertainty in income taxes and has determined that there is no material impact on the financial statements. With some exceptions, the Institute is no longer subject to U.S. federal and state income tax examinations by tax authorities for years prior to 2019. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Bank Street College of Education | |||||||||
| 610 W 112th st | New York | NY | 10025 | 135562167 | 501(c)(3) | $140,000 | $0 | To support overall objectives of Educator Preparation Laboratory (EdPrepLab) | |
| Commonwealth of Mass Dept of Education | |||||||||
| 75 Pleasant St | Maiden | MA | 021484906 | 046002284 | 501(c)(3) | $135,494 | $0 | To support LPI with Innovative Classroom Science Assessment Tasks | |
| Council of Chief State School Officers | |||||||||
| One Massachusetts Avenue NW Suite | Washington | DC | 20005 | 530198090 | 501(c)(3) | $50,000 | $0 | To support the Whole Child Policy Table Phase 2 | 700 |
| National Conference of State Legislatures | |||||||||
| 7700 East first Place | Denver | CO | 80230 | 840772595 | 501(c)(3) | $133,334 | $0 | To support the project on Social Emotional Academic Development & the Whole Child Policy Table Phase 2 | |
| State of Hawaii Department of Education | |||||||||
| Po Box 2360 | Honolulu | HI | 968042360 | 990266482 | 501(c)(3) | $38,000 | $0 | To support educator engagement and development in ELA and mathematics | |
| State of Utah | |||||||||
| 2110 State Office Bldg | Salt Lake City | UT | 84114 | 876000545 | 501(c)(3) | $38,015 | $0 | To support LPI deep learning project | |
| The Regents of the University of Colorado | |||||||||
| 1800 Grant Street Suite 600 | Denver | CO | 80203 | 846000555 | 501(c)(3) | $64,428 | $0 | To support and develop a professional learning model | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Organization maintains close relationships with all of its grantees. These close relationships allow the Organization to witness the work that is accomplished by the grantee organizations as a result of having received a grant from the Organization. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Linda Darling-Hammond | ||||||||||||||
| Director/CEO | $473,696 | $0 | $40,000 | $0 | $0 | $0 | $33,000 | $0 | $31,356 | $0 | $578,052 | $0 | $0 | $0 |
| Patrick Shields | ||||||||||||||
| Executive Director | $381,749 | $0 | $0 | $0 | $0 | $0 | $33,000 | $0 | $16,487 | $0 | $431,236 | $0 | $0 | $0 |
| Teresa M Godfrey | ||||||||||||||
| CFAO | $263,742 | $0 | $0 | $0 | $0 | $0 | $26,660 | $0 | $19,161 | $0 | $309,563 | $0 | $0 | $0 |
| Jennifer Sloan McCombs | ||||||||||||||
| Chief of Research | $263,137 | $0 | $0 | $0 | $0 | $0 | $26,442 | $0 | $16,826 | $0 | $306,405 | $0 | $0 | $0 |
| Marjorie Wechsler | ||||||||||||||
| Principal Research Manager | $227,043 | $0 | $0 | $0 | $0 | $0 | $13,623 | $0 | $689 | $0 | $241,355 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Form 990 was prepared by a Certified Public Accountant. The prepared Form 990 was forwarded to the Chief Financial and Administrative Officer for review. Following the review by the CFAO, the Form 990 was forwarded to the management team and to all members of the governing Board prior to filing. |
| Form 990, Part VI, Section B, line 12c | Each Member of the Board of Directors is required to complete a conflict of interest form. Those forms are reviewed by the Board Chair and any perceived or actual conflicts of interest are addressed. |
| Form 990, Part VI, Section B, line 15 | The Organization has adopted a policy with regard to establishing the compensation of the CEO and CFAO that fulfills the requirements for invoking the rebuttable presumption of reasonableness under Treas. Regs. 53.4958-6. Pursuant to that policy, the process for determining the compensation of the Organization's CEO and CFAO included a review and approval by independent persons, a review of comparable compensation data and contemporaneous substantiation of the deliberation and decision making process. The compensation of the other members of the management team was established by the CEO based upon the compensation earned by persons performing like services for like organizations. |
| Form 990, Part VI, Section C, line 19 | The Institute's Form 990 is available upon request. The Institute's governing documents, conflict of interest policy, and financial statements are available as required by the State of California and the federal government. |
| Part XI, Line 12 c | The audit committee has not changed its process from the prior year. |
Comments