2023-03-20T16:42:45-05:00 2022-06-30 752514681 MARIE V KELLY PLLC 2333 BEATRICE STREET DALLAS TX 75208 990 2021-07-01 310955962 LEARNING FORWARD LEAR 9724210900 800 E CAMPBELL RD STE 224 RICHARDSON TX 75081 MICHAEL R LANHAM COO 9724210900 2023-03-14 1 MICHAEL LANHAM 999009999 MARIE V KELLY P00167388 4698570011 2023-03-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z 800 E CAMPBELL RD STE 224 RICHARDSON TX 75081 5193332 0 X LEARNINGFORWARD.ORG X 1978 OH LEARNING FORWARD IS DEVOTED TO EDUCATOR PROFESSIONAL DEVELOPMENT. WE BUILD THE CAPACITY OF EDUCATION LEADERS TOENSURE THAT PROFESSIONAL LEARNING EQUITABLY SERVES ALL STUDENTS. OUR VISION: EVERY EDUCATOR ENGAGES IN EXEMPLARY PROFESSIONAL LEARNING SO EVERY STUDENT EXCELS. 9 9 33 320 63009 0 4317940 676051 2901248 4116174 75053 87371 229264 188452 7523505 5068048 0 0 0 0 3148017 4051949 0 0 0 3058790 2987448 6206807 7039397 1316698 -1971349 6095412 5036186 841026 2043266 5254386 2992920 X EVERY EDUCATOR ENGAGES IN EFFECTIVE PROFESSIONAL LEARNING EVERY DAY SO EVERY STUDENT ACHIEVES. LEARNING FORWARD IS DEVOTED EXCLUSIVELY TO THOSE WHO WORK IN EDUCATOR PROFESSIONAL LEARNING.OUR MISSION: LEARNING FORWARD BUILDS THE CAPACITY OF LEADERS TO ESTABLISH AND SUSTAIN HIGHLY EFFECTIVE PROFESSIONAL LEARNING.OUR VISION: EQUITY AND EXCELLENCE IN TEACHING AND LEARNING EVERY DAY.BELIEFS:1.PROFESSIONAL LEARNING THAT IMPROVES EDUCATOR EFFECTIVENESS IS FUNDAMENTAL TO STUDENT LEARNING.2. ALL EDUCATORS HAVE AN OBLIGATION TO IMPROVE THEIR PRACTICE.3. MORE STUDENTS ACHIEVE WHEN EDUCATORS ASSUME COLLECTIVE RESPONSIBILITY FOR STUDENT LEARNING.4. SUCCESSFUL LEADERS CREATE AND SUSTAIN A CULTURE OF LEARNING.5. EFFECTIVE SCHOOL SYSTEMS COMMIT TO CONTINUOUS IMPROVEMENT FOR ALL ADULTS AND STUDENTS. 0 0 529163 933021 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 2021 ANNUAL CONFERENCE ATTRACTED 2,116 EDUCATORS WHO, OVER THE 3 DAYS OF THE CONFERENCE, ATTENDED 98 VIRTUAL 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 39 ACADEMY CLASSES WITH MORE THAN 1700 ACADEMY GRADUATE MEMBERS. EACH CLASS HAS HELD 12-FACE TO FACE SESSIONS TOTALING 96 HOURS PER CLASS EQUALING 3,648 HOURS OF PROFESSIONAL LEARNING WITHIN THE ACADEMY PROGRAM. EACH YEAR A NEW ACADEMY CLASS GRADUATES. 2365915 1638218 GRANT-FUNDED PROJECTS - GRANT FUNDED PROJECTS TARGET PARTICULAR INITIATIVES FOCUSED ON DVANCING THE FIELD OF PROFESSIONAL LEARNING, IMPROVING ORGANIZATION AND INDIVIDUAL EFFECTIVENESS AND PRODUCING HIGHER LEVELS OF PERFORMANCE FOR BOTH EDUCATORS AND STUDENTS. IN FY 2022, LEARNING FORWARD RECEIVED GRANT FUNDS OF $1,626,349 EARNED GRANT FUNDS OF $1,635,992 AND HAS UNEARNED GRANT FUNDS OF $928,465 AS OF JUNE 30, 2022. A. THE CARNEGIE FOUNDATION 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. ROBIN HOOD FOUNDATION (CENTERPOINT) PROVIDED FUNDING FOR WORK TO DEVELOP A REPLICABLE, SUSTAINABLE DISTRICT-LEVEL PROFESSIONAL LEARNING MODEL, SUPPLEMENTED BY EDUCATOR PROTOCOLS AND TOOLS, THAT SUPPORTS TRANSITION FROM TRADITIONAL METHODS OF TEACHING LITERACY TO BLENDED LITERACY INSTRUCTION.G. AIR - TWO GRANTS UNDER THE US DEPARTMENT OF EDUCATIONS 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. A THIRD GRANT ON COACHING WAS AWARDED TO AIR AND LEARNING FORWARD BUT NOT STARTED IN THIS FISCAL YEAR. NO FUNDS WERE DISBURSED TO LEARNING FORWARD. 2154585 3183153 LEARNING FORWARD CONSULTANTS SPENT 561 DAYS IN FY22, SUPPORTING 62 CLIENTS THAT INCLUDED 4 STATE DEPARTMENTS OF EDUCATION, 5 STATE OR REGIONAL EDUCATION ASSOCIATIONS, 9 EDUCATIONAL SUPPORT ORGANIZATIONS, AND 46 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 394 SCHOOLS. 771673 902876 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. 771673 902876 5821336 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 90 0 33 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X MICHAEL LANHAM 9724210900 800 E CAMPBELL RD SUITE 224 RICHARDSON TX 75081 WENDY ROBINSON PAST PRESIDENT 1.00 X X 0 0 0 ASH VASUDEVA PRESIDENT ELECT 1.00 X 0 0 0 SUE SARBER TRUSTEE 1.00 X 0 0 0 SEGUN EUBANKS 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 FRED BROWN CHIEF LEARNING OFFICER 40.00 X X 193817 0 0 DENISE AUGUSTINE TRUSTEE 1.00 X 0 0 0 DENISE BORDERS CEO 40.00 X 322875 0 0 TRACY CROW CHIEF STRATEGY OFFICER 40.00 X 143146 0 0 MICHAEL R LANHAM COO/CFO 40.00 X 162729 0 0 MELINDA GEORGE CHIEF POLICY OFFICER 40.00 X 170774 0 0 993341 0 0 5 0 1 0 AMERICAN INSTITUTE FOR RESEARCH 1000 THOMAS JEFFERSON ST NW WASHINGTON DC 20007 SUPPORT 234888 NICK MORGAN 36 FAIRFIELD ST NEWTON MA 02461 151159 MARGARET KAY PSENCIK 2127 ALMOND CREEK LANE FULSHEAR TX 77423 143410 AFS EASTSIDE ATRIUM 18111 PRESTON RD 1000 DALLAS TX 75252 SUPPORT 131821 STRATEGY & GRACE 12414 PAYNE STREET FRISCO TX 75033 SUPPORT 127250 6 589979 86072 676051 CONSULTING 611710 3183153 3183153 CONFERENCES 611710 846739 846739 NETWORKS/LEARNING EXPE 611710 86282 86282 4116174 30279 30279 2517 2517 56356 1575 0 839 56356 736 57092 57092 247371 124445 122926 122926 ADVERTISING 541800 63009 63009 63009 5068048 4271896 63009 57092 X 4051949 3528867 523082 1153569 1075793 77776 809540 387033 422507 430461 413853 16608 56112 56112 PRINTING AND PUBLICATIO 527333 415790 111543 INVESTMENT ACCOUNT FEES 10433 10433 7039397 5821336 1218061 0 1687657 1883469 2352578 1571429 173582 142457 35240 60483 476684 210092 287028 266592 1547411 1099840 11916 11916 6095412 5036186 309050 251655 408773 1283046 123203 508565 841026 2043266 X 2677889 1963300 2576497 1029620 5254386 2992920 6095412 5036186 -1971349 -290118 0 X 0 0 0 X 1965904 2825695 3273429 4317940 676051 13059019 6067737 5761347 4713788 3077209 4239101 23859182 8033641 8587042 7987217 7395149 4915152 36918201 0 0 0 36918201 79551 30756 66865 29863 89152 296187 79551 30756 66865 29863 89152 296187 63009 63009 8113192 8617798 8054082 7425012 5067313 37277397 0.99040 0.99180 0.00790 0.00820 X 562971 567380 1130351 1695527 54000 60000 114000 140743 141845 282588 423882 476684 210092 266592 266592 ACCRUED EXPENSES 108565 LINE OF CREDIT 400000 508565 4925473 -290118 147543 -142575 5068048 0 5068048 7158677 119281 119281 7039396 0 7039396 PART XI, LINE 2D - OTHER ADJUSTMENTS: LFF INCOME FILES SEPARATE 990 33,531. INVESTMENT EXPENSE REPORT IN EXPENSE. -10,433. PUBLICATION EXP REPORTED AS COGS 124,445. REPORTED AS REDUCTION OF EXP ON 990 PART XII, LINE 2D - OTHER ADJUSTMENTS: LFF EXPENSES FILES SEPARATE 990 5,269. INVESTMENT EXPENSE REPORT IN EXPENSE -10,433. PUBLICATION EXP REPORTED AS COGS 124,445. REPORTED AS INCOME ON AUDIT X X X 0 0 0 0 0 0 0 0 0 DENISE BORDERS CEO 322875 0 0 0 0 0 0 0 0 0 322875 0 0 0 FRED BROWN CHIEF LEARNING OFFICER 193817 0 0 0 0 0 0 0 0 0 193817 0 0 0 MELINDA GEORGE CHIEF POLICY OFFICER 170774 0 0 0 0 0 0 0 0 0 170774 0 0 0 MICHAEL R LANHAM COO/CFO 162729 0 0 0 0 0 0 0 0 0 162729 0 0 0 TOTAL NUMBER OF VOLUNTEERS OVER 320 VOLUNTEERS WORKED OVER 6,080 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 1,075,793. MANAGEMENT AND GENERAL EXPENSES 77,776. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,153,569. 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