LEARNING FORWARD: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEARNING FORWARD (EIN 31-0955962)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-01-28
- IRS object ID
- 202100289349300835
- Schema version
- 2019v5.1
- 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 | 2021-01-28T12:27:27-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752514681 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIE V KELLY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2251 VANTAGE STREET STE 300 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310955962 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEARNING FORWARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAR | BusinessNameControlTxt |
| Phone | 9724210900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 E CAMPBELL RD STE 224 | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75081 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL R LANHAM | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 9724210900 | PhoneNum |
| Signature | 2021-01-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE V KELLY | PreparerPersonNm |
| PTIN | P00167388 | PTIN |
| Phone | 4698570011 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 E CAMPBELL RD STE 224 | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,092,474 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | LEARNINGFORWARD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | LEARNING FORWARD IS DEVOTED EXCLUSIVELY TO THOSE WHO WORK IN EDUCATOR PROFESSIONAL DEVELOPMENT. LEARNING FORWARD BUILDS THE CAPACITY OF LEADERS TO ESTABLISH AND SUSTAIN HIGHLY EFFECTIVE PROFESSIONAL LEARNING. OUR VISION: EXCELLENT TEACHING AND LEARNING EVERY DAY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $27,338 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,803,914 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,272,160 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,278,014 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,511,325 | CYProgramServiceRevenueAmt |
| PY Investment Income | $204,480 | PYInvestmentIncomeAmt |
| CY Investment Income | $138,041 | CYInvestmentIncomeAmt |
| PY Other Revenue | $382,481 | PYOtherRevenueAmt |
| CY Other Revenue | $233,499 | CYOtherRevenueAmt |
| PY Total Revenue | $8,668,889 | PYTotalRevenueAmt |
| CY Total Revenue | $8,155,025 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,687,675 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,980,606 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,571,743 | PYOtherExpensesAmt |
| CY Other Expenses | $5,366,990 | CYOtherExpensesAmt |
| PY Total Expenses | $8,259,418 | PYTotalExpensesAmt |
| CY Total Expenses | $8,347,596 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $409,471 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$192,571 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,502,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,325,353 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,518,133 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,667,816 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,984,247 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,657,537 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,515,207 | ExpenseAmt |
| Revenue | $2,319,111 | RevenueAmt |
| Desc | CONFERENCES, NETWORKS AND LEARNING EXPERIENCES - CONFERENCES, INSTITUTES, ANDE-LEARNING SUPPORT MEMBERS EFFORTS TO IMPROVE ORGANIZATIONAL EFFECTIVENESS, EDUCATORCOMPETENCY, AND STUDENT SUCCESS. LEARNING FORWARD'S 2019 ANNUAL CONFERENCE ATTRACTED 2,771 EDUCATORS WHO, OVER THE 5DAYS OF THE CONFERENCE, ATTENDED OVER 275 SESSIONS, GAINED NEW KNOWLEDGE AND SKILLS,ENGAGED IN MEANINGFUL CONVERSATIONS, NETWORKING, AND ACQUIRING RESOURCES AND TOOLSTO HELP THEM IN THEIR ORGANIZATION AND SCHOOL IMPROVEMENT EFFORTS.LEARNING FORWARD'S 2019 INSTITUTES WERE OFFERED DURING JULY 2019 AND ATTRACTED ATOTAL OF 164 EDUCATORS WHO ENGAGED IN INTENSIVE LEARNING EXPERIENCES.ACADEMY - SINCE 1991 THERE HAVE BEEN 38 ACADEMY CLASSES WITH MORE THAN 1700 ACADEMYGRADUATE MEMBERS. EACH CLASS HAS HELD 12-FACE TO FACE SESSIONS TOTALING 96 HOURSPER CLASS EQUALING 3,552 HOURS OF PROFESSIONAL LEARNING WITHIN THE ACADEMY PROGRAM.EACH YEAR A NEW ACADEMY CLASS GRADUATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,830,303 | ExpenseAmt |
| Revenue | $2,677,969 | RevenueAmt |
| Desc | 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 EDUCATORS AND STUDENTS. IN FY 2020, LEARNING FORWARD RECEIVED GRANT FUNDS OF $1,116,381, EARNED GRANT FUNDS OF $1,623,687 AND HAS UNEARNED GRANT FUNDS OF $729,783 AS OF JUNE 30, 2020. A. THE CHARLES & LYNN SCHUSTERMAN FAMILY FOUNDATION PROVIDED A GRANT FOR FEDERAL POLICY AND ADVOCACY AND A GRANT TO SUPPORT LEARNING FORWARD'S "PIVOT" TO CURRICLUM-GROUNDED PROFESSIONAL LEARNING.B. THE WILLIAM & FLORA HEWLETT FOUNDATION PROVIDED A GRANT FOR DEVELOPING A SOLUTION FOR IMPROVING LEARNING SYSTEMS AND A GRANT FOR UPDATING TEACHING PROFESSIONAL DEVELOPMENT STANDARDS.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 CARNEGIE CORPORATION OF NEW YORK PROVIDED A GRANT FOR A PROJECT TO LAUNCH A CONTENT-BASED COACHING PROGRAM AND A GRANT FOR STATE LEVEL POLICY WORK.E. 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.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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,465,879 | ExpenseAmt |
| Revenue | $2,192,214 | RevenueAmt |
| Desc | LEARNING FORWARD CONSULTANTS SPENT 543 DAYS IN THE FIELD IN FY20, SUPPORTING 65 CLIENTS THAT INCLUDED 5 STATE DEPARTMENTS OF EDUCATION, 5 STATE OR REGIONAL EDUCATION ASSOCIATIONS, 10 EDUCATIONAL SUPPORT ORGANIZATIONS, AND 36 UNIQUE SCHOOL SYSTEMS. IN ADDITION, LEARNING FORWARD ASSISTED 20 SCHOOL SYSTEMS AND REGIONAL EDUCATION CENTERS IN EVALUATING THE QUALITY OF THEIR PROFESSIONAL LEARNING BY ADMINISTERING THE STANDARDS ASSESSMENT INVENTORY IN 472 SCHOOLS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $474,982 | $324,635 | 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. |
| $244,529 | $594,188 | 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 FORWARDS VALUE AS A LEADER IN IMPROVING STUDENT ACHIEVEMENT HAS ALLOWED IT TO MAINTAIN A GROWING NUMBER OF PAID MEMBERSHIPS THAT NOW EXCEEDS 13,000 MEMBERS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $719,511 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $918,823 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,530,900 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | 91 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| 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 | 9 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL LANHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9724210900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 E CAMPBELL RD SUITE 224 | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| STEVE CARDWELL | |||||||||
| PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WENDY ROBINSON | |||||||||
| PRESIDENT ELECT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ASH VASUDEVA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUE SARBER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SEGUN EUBANKS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK ELGART | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA CHEN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAWN JOSEPH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED BROWN | |||||||||
| CHIEF LEARNING OFFICER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DENISE BORDERS | |||||||||
| CEO | 40.00 | 0.00 | $197,565 | $0 | $0 | Yes (X) | |||
| TRACY CROW | |||||||||
| CHIEF STRATEGY OFFICER | 40.00 | 0.00 | $161,617 | $0 | $15,600 | Yes (X) | |||
| MICHAEL R LANHAM | |||||||||
| COO/CFO | 40.00 | 0.00 | $182,927 | $0 | $6,000 | Yes (X) | |||
| MELINDA GEORGE | |||||||||
| CHIEF POLICY OFFICER | 40.00 | 0.00 | $187,805 | $0 | $0 | Yes (X) | |||
| STEPHANIE HIRSH | |||||||||
| FORMER EXECUTIVE DIRECTOR/CEO | 40.00 | 0.00 | $211,382 | $0 | $11,748 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $941,296 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,348 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARGARET KAY PSENCIK | |||||
| 20327 TIMBERLINE TRAIL | CYPRESS | TX | 77433 | EDUCATIONAL CONSULTANT | $202,199 |
| NICK MORGAN | |||||
| 36 FAIRFIELD ST | NEWTON | TX | 02460 | EDUCATIONAL CONSULTANT | $120,266 |
| JACQUELINE KENNEDY | |||||
| 12414 PAYNE STREET | FRISCO | TX | 75033 | EDUCATIONAL CONSULTANT | $106,525 |
| JOELLEN KILLION | |||||
| 8 PRESTON CIRCLE | LAKEWAY | TX | 78734 | EDUCATIONAL CONSULTANT | $100,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $594,198 | MembershipDuesAmt |
| All Other Contributions | $2,677,962 | AllOtherContributionsAmt |
| Total Contributions | $3,272,160 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONSULTING | 611710 | $2,192,214 | $2,192,214 |
| CONFERENCES | 611710 | $2,013,045 | $2,013,045 |
| NETWORKS/LEARNING EXPERIENCES | 611710 | $306,066 | $306,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,511,325 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,865 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,865 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,698 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,698 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,890,151 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,773,605 | SecuritiesAmt |
| Other | $45,370 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $116,546 | SecuritiesAmt |
| Other | -$45,370 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,176 | TotalRevenueColumnAmt |
| Exclusion | $71,176 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $320,937 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $118,474 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,463 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $202,463 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $27,338 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $27,338 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $27,338 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,155,025 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,784,351 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $27,338 | UnrelatedBusinessRevenueAmt |
| Exclusion | $71,176 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $941,295 | TotalAmt |
| Program Services | $585,344 | ProgramServicesAmt |
| Management And General | $355,951 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,497,709 | TotalAmt |
| Program Services | $1,116,186 | ProgramServicesAmt |
| Management And General | $381,523 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,228 | TotalAmt |
| Program Services | $225,874 | ProgramServicesAmt |
| Management And General | $137,354 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,374 | TotalAmt |
| Program Services | $110,922 | ProgramServicesAmt |
| Management And General | $67,452 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,868,227 | TotalAmt |
| Program Services | $1,763,220 | ProgramServicesAmt |
| Management And General | $105,007 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698,490 | TotalAmt |
| Program Services | $254,424 | ProgramServicesAmt |
| Management And General | $444,066 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,068,476 | TotalAmt |
| Program Services | $1,986,810 | ProgramServicesAmt |
| Management And General | $81,666 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,703 | TotalAmt |
| Management And General | $50,703 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRINTING AND PUBLICATIO | $669,222 | $488,120 | $181,102 |
| INVESTMENT ACCOUNT FEES | $13,141 | $13,141 | |
| OTHER INCOME | -$1,269 | -$1,269 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,347,596 | TotalAmt |
| Program Services | $6,530,900 | ProgramServicesAmt |
| Management And General | $1,816,696 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,666 | BOYAmt |
| EOY | $1,494,843 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,226,318 | BOYAmt |
| EOY | $1,987,143 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,006 | BOYAmt |
| EOY | $177,950 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,001 | BOYAmt |
| EOY | $48,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $410,220 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $153,918 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,655 | BOYAmt |
| EOY | $256,302 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,157,778 | BOYAmt |
| EOY | $1,348,637 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,956 | BOYAmt |
| EOY | $11,916 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,502,380 | BOYAmt |
| EOY | $5,325,353 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,683 | BOYAmt |
| EOY | $396,908 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $955,693 | BOYAmt |
| EOY | $620,277 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $430,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,757 | BOYAmt |
| EOY | $219,731 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,518,133 | BOYAmt |
| EOY | $1,667,816 | 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 | $2,747,158 | BOYAmt |
| EOY | $1,390,475 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,237,089 | BOYAmt |
| EOY | $2,267,062 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,984,247 | BOYAmt |
| EOY | $3,657,537 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,502,380 | BOYAmt |
| EOY | $5,325,353 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$192,571 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$134,139 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,258,575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,433,390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,965,904 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,825,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,273,429 | CurrentTaxYearAmt |
| Total | $14,756,993 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,862,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,809,868 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,067,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,761,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,713,788 | CurrentTaxYearAmt |
| Total | $26,214,940 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,120,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,243,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,033,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,587,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,987,217 | CurrentTaxYearAmt |
| Total | $40,971,933 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $40,971,933 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,865 | CurrentTaxYearAmt |
| Total | $367,451 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,865 | CurrentTaxYearAmt |
| Total | $367,451 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,226,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,328,090 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,113,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,617,798 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,054,082 | CurrentTaxYearAmt |
| Total | $41,339,384 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99110 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99200 | PublicSupportPY509Pct |
| Investment Income CY | 0.00890 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00800 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,287,596 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,347,596 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $567,380 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $141,845 | 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 Minus1 | $562,971 | CurrentYearMinus1Amt |
| Current Year | $567,380 | CurrentYearAmt |
| Total | $1,130,351 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,695,527 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $54,000 | CurrentYearMinus1Amt |
| Current Year | $60,000 | CurrentYearAmt |
| Total | $114,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $140,743 | CurrentYearMinus1Amt |
| Current Year | $141,845 | CurrentYearAmt |
| Total | $282,588 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $423,882 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $410,220 | OtherCostOrOtherBasisAmt |
| Depreciation | $153,918 | DepreciationAmt |
| Book Value | $256,302 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $256,302 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES | Desc |
| Amt | $219,731 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $219,731 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,170,121 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$134,138 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $149,235 | OtherRevenueAmt |
| Revenue Not Reported | $15,097 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,155,024 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,155,024 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,492,336 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $144,741 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $144,741 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,347,595 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,347,595 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LFF INCOME FILES SEPARATE 990 42,633. INVESTMENT EXPENSE REPORT IN EXPENSE. -13,141. PUBLICATION EXP REPORTED AS COGS 118,474. REPORTED AS REDUCTION OF EXP ON 990 1,269. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LFF EXPENSES FILES SEPARATE 990 38,139. INVESTMENT EXPENSE REPORT IN EXPENSE -13,141. PUBLICATION EXP REPORTED AS COGS 118,474. REPORTED AS INCOME ON AUDIT 1,269. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENISE BORDERS | ||||||||||||||
| CEO | $196,983 | $0 | $0 | $0 | $582 | $0 | $0 | $0 | $0 | $0 | $197,565 | $0 | $0 | $0 |
| TRACY CROW | ||||||||||||||
| CHIEF STRATEGY OFFICER | $131,178 | $0 | $0 | $0 | $30,439 | $0 | $15,600 | $0 | $0 | $0 | $177,217 | $0 | $0 | $0 |
| MICHAEL R LANHAM | ||||||||||||||
| COO/CFO | $171,768 | $0 | $0 | $0 | $11,159 | $0 | $6,000 | $0 | $0 | $0 | $188,927 | $0 | $0 | $0 |
| MELINDA GEORGE | ||||||||||||||
| CHIEF POLICY OFFICER | $187,805 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $187,805 | $0 | $0 | $0 |
| STEPHANIE HIRSH | ||||||||||||||
| FORMER EXECUTIVE DIRECTOR/CEO | $198,242 | $0 | $0 | $0 | $13,140 | $0 | $11,748 | $0 | $0 | $0 | $223,130 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | 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 EVERY THREE YEARS AN INDEPENDENT FIRM IS HIRED TO COMPLETE A COMPENSATION STUDY. 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 1,763,220. MANAGEMENT AND GENERAL EXPENSES 105,007. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,868,227. |
| VOLUNTEER HOURS | OVER 60 VOLUNTEERS WORKED OVER 7,000 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEARNING FORWARD FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 504 S LOCUST STREET | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311139817 | EIN |
| Primary Activities | EDUCATIONAL | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501 C 3 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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