2021-11-13T08:54:58-06:00 2020-12-31 475525639 TANDEM LLP 446 Old County Road Suite 100-140 Pacifica CA 94044 990 2020-01-01 472772048 Learning Policy Institute LEAR 6503329797 1530 Page Mill Road No 250 Palo Alto CA 943041140 Teresa M Godfrey CFAO 6503329733 2021-11-13 1 Teresa Godfrey 999009999 Lynn Henley P00356034 6503509805 2021-11-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Linda Darling-Hammond 1530 Page Mill Road No 250 Palo Alto CA 943041140 11000361 0 X https://learningpolicyinstitute.org X 2014 CA To conduct independent, high-quality research to improve learning for each and every child. 10 9 75 9 0 0 18660866 10776882 445056 209313 39423 14166 0 0 19145345 11000361 2711465 3024144 0 0 7688984 8861431 0 0 270426 3132329 2808384 13532778 14693959 5612567 -3693598 16846506 13745414 1347691 1940197 15498815 11805217 X Conducting and disseminating independent, high-quality research to 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. 0 0 12753278 3024144 209313 In response to the COVID-19 pandemic, LPI is translating research into evidence-based policy and practice solutions. We published a report that provides an overarching framework that focuses on how policymakers and educators can support equitable, effective teaching and learning regardless of the medium through which that takes place. This framework provides research, state and local examples, and policy recommendations in 10 key areas that speak both to transforming learning and to closing opportunity and achievement gaps. It illustrates how policymakers and educators can: 1. Close the digital divide 2. Strengthen distance and blended learning 3. Assess what students need 4. Ensure supports for social and emotional learning 5. Redesign schools for stronger relationships 6. Emphasize authentic, culturally responsive learning 7. Provide expanded learning time 8. Establish community schools and wraparound supports 9. Prepare educators for reinventing school 10. Leverage more adequate and equitable school funding In the area of Educator Quality, LPI continued its work leading the Educator Preparation Laboratory, which launched in 2019 in partnership with Bank Street Graduate School of Education. The Lab is focused on providing research to support the improvement of educator preparation across the country. Our educator quality work continues to grow its program of study to inform the broader goal of ensuring that all schools and districts are led by quality leaders. We released the results of two national surveys of school leaders and undertook a deep review of the literature on effective principal preparation and in-service professional development. We continued our work tracking the educator workforce in California. In the area of Early Childhood Learning, LPI has been bringing our work on sustaining and strengthening access to high-quality and diverse early learning experiences to national audiences. At the end of May, the ECE team published a blog, Healthy Child Development Depends on Quality Child CareAnd So Does the Economy, as part of LPI's learning in the time of COVID-19 blog series. We continued studies on effective coaching strategies for the early childhood workforce and assessments for pre-k students. In July, the ECE team helped to lead virtual sessions as part of National Conference of State Legislatures' (NCSL) State Policy and Research for Early Education (SPREE) working group summer summit that included 17 state legislators, including education committee chairs. In these sessions we shared information from several LPI reports, including our study of state preschool implementation, review of preschool literature, and study of innovative models of teacher preparation. In the area of Equitable Resources and Education, LPI continues to work with state-facing professional associations to provide research on equitable approaches to school finance. The work this year has included studies on the impact of COVID-19 on state budgets and the costs associated with reopening schools safely. In the area of Whole Child Education, LPI has continued a number of projects focused on performance assessment, including a national initiative to reimagine college admissions and advisement using authentic student work and a national collaboration of states developing stronger science assessments. The Whole Child Education team has also produced a blog series and research brief related to community schools, which illustrate how these institutions advance a range of whole child educational practices and can be supported through partnerships and infrastructure. An LPI-led article on The Implications for Practice of the Science of Learning and Development has been widely disseminated, with 330,000 views to date, and is the basis of an initiative, in collaboration with Turnaround for Children and the Forum for Youth Investment, to develop SoLD-aligned Design Principles for schools and districts, as well as other youth-serving organizations. The goal is to create a toolkit with resources that describe structures and practices that can help transform schools and classrooms into effective, equitable environments that support the development of all learners. 12753278 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 94 0 1 75 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Teresa M Godfrey 6503329733 1530 Page Mill Road Suite 250 Palo Alto CA 94304 Susan Sandler Board Chair 10.00 X X 0 0 0 David Lyon Board Treasurer 5.00 X X 0 0 0 Barbara Chow Director 5.00 X 0 0 0 Kris D Gutierrez Director 5.00 X 0 0 0 Gerry House Director 5.00 X 0 0 0 Sherrilyn Ifill Director 5.00 X 0 0 0 David Rattray Director 5.00 X 0 0 0 Liz Simons Director 5.00 X 0 0 0 Stephan Turnipseed Director 5.00 X 0 0 0 Linda Darling-Hammond Director/CEO 40.00 X X 463614 0 56234 Patrick Shields Executive Director 40.00 X 344667 0 43293 Teresa M Godfrey CFAO 40.00 X 223632 0 52897 Jeff Kumataka CFO 40.00 X 71407 0 7386 Monica Martinez Dir. Strategic Initiatives 40.00 X 220433 0 39028 Marjorie Wechsler Principal Research Mgr. 40.00 X 205406 0 13324 Caitlin M Scott Research Director 40.00 X 191781 0 26522 Tara Kini Chief of Staff and Director of State Policy 40.00 X 179009 0 24684 Jessica Cardichon Director DC Office 40.00 X 170958 0 24482 2070907 0 287850 29 0 1 0 Board of Trustees of Leland Stanford Jr Stanford Grad Sch of Education 4 Stanford CA 94305 Consultant 532025 Education First Consulting LLC PO Box 22871 Seattle WA 981220871 Consultant 333334 Bank Street College for Children 610 West 112 Street New York NY 10025 Consultant 309252 National Conference of State Legislature 7700 East First Place Denver CO 80230 Consultant 276076 Public Advocates Inc 131 Steuart Street Suite 300 San Francisco CA 94106 Consultant 200000 14 1085955 9690927 10776882 Contract Revenue 812900 209313 209313 209313 14166 14166 11000361 209313 0 14166 3024144 3024144 1263130 1038167 193385 31578 6146099 5051479 940968 153652 58499 48081 8956 1462 887799 729682 135922 22195 505904 415802 77454 12648 611807 611807 170364 144171 22412 3781 292790 246529 37975 8286 1000506 822316 153177 25013 172741 158777 13964 18108 14883 2772 453 Professional Services 538121 444118 82757 11246 Other Expenses 3947 3322 513 112 14693959 12753278 1670255 270426 6997734 8321921 1317392 7174209 4347641 44925 205011 168589 139690 21837 28899 1290409 841942 16846506 13745414 219845 250737 61667 1066179 1689460 1347691 1940197 X 2786585 2822630 12712230 8982587 15498815 11805217 16846506 13745414 -3693598 0 X X 0 1 X 1 0 X 10765292 10302281 13638799 18660866 10776882 64144120 10765292 10302281 13638799 18660866 10776882 64144120 38437520 25706600 2536 5708 35517 39423 14166 97350 64241470 725603 0.40020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12221 12221 14681736 14693957 884698 221175 0 0 612819 663987 826639 884698 2988143 4482215 5389 11468 2544 12221 31622 153205 165997 206660 221175 747037 1120556 109073 94568 14505 54916 44903 10013 4600 219 4381 28899 Deposits 277650 Deferred compensation investments 564292 841942 Accrued Expenses 687702 Deferred Rent 437466 Deferred compensation liability 564292 1689460 X 11000361 0 11000361 0 11000361 14693959 0 14693959 0 14693959 Part X, Line 2: 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's status as a publicly supported charity is subject to the Internal Revenue Service's (IRS) 5-year look back period which requires a reporting of the Institute's revenue sources through the end of 2020. Failure to meet the criteria for classification as a publicly supported charity could result in the Institute being declared a private foundation. The Institute has satisfied the IRS' required criteria and will be able to maintain its publicly supported charity status. 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 2016. 1 American Institutes for Research 2800 Campus Drive Suite 200 San Mateo CA 94403 250965219 501(c)(3) 115000 Support LPI's work on (1) Science-aligned resources and examples and (2) science-aligned accreditation changes Bank Street College of Education 610 W 112th st New York NY 10025 135562167 501(c)(3) 309252 To support overall objectives of the EPIC initiative Board of Trustees of Leland Stanford Jr University 450 Serra Mall Stanford CA 94305 941156365 501(c)(3) 530000 To support deeper learning related objectives Californians for Justice 1917 Las Plumas Avenue San Jose CA 95113 943256009 501(c)(3) 100000 To support deeper learning related objectives CASEL 815 W Van Buren St Suite 210 Chicago IL 60607 205884201 501(c)(3) 100000 Engage CSI states in strategic actions and align to recommendatios of the National Commission on Social, Emotional and Academic Development Community Partners 1000 North Alameda Street Suite 240 240 Los Angeles CA 90012 954302067 501(c)(3) 7700 To support deeper learning--Long Beach Project Council of Chief State School Officers One Massachusetts Avenue NW Suite 700 Washington DC 20005 530198090 501(c)(3) 110742 Aligning the work on Social, Emotional and Academic Development with the goals of the Policy Table Education Counsel LLC 101 Constitution Ave NW Suite 900 Washington DC 20001 570215445 185000 To support the project on Social Emotional Academic Development Education First Consulting LLC PO Box 22871 Seattle WA 98122 260634492 333334 To support deeper learning related objectives Great Schools Partnership Inc 482 Congress Street Suite 500 Portland ME 04101 263834610 501(c)(3) 102787 To support deeper learning--The project related to Reimagining College Access Linked Learning Alliance 730 Harrison St 3rd Floor San Francisco CA 94107 473798868 501(c)(3) 20000 To support deeper learning--The project related to Reimagining College Access National Association of State Boards of Education 123 North Pitt Street Suite 350 Alexandria VA 22314 460282694 501(c)(3) 100000 To support the project on Social Emotional Academic Development National Conference of State Legislatures 444 North Capitol Street NW Suite 515 Washington DC 20001 840772595 250000 To support the project on Social Emotional Academic Development Regents University of California Los Angeles 1111 Franklin St12th floor Oakland CA 94607 956006143 501(c)(3) 26400 To produce a report analyzing selected data from Department of Education's Office for Civil Rights The Forum for Youth Investment 7064 Eastern Ave NW Washington DC 20012 522242472 501(c)(3) 106976 To support the project on Social Emotional Academic Development The Opportunity Institute 2001 Center St Berkeley CA 94704 473888926 501(c)(3) 50000 To support research on the Whole Child Equity initiative Turnaround for Children Inc 25 West 45th Street 6th floor New York NY 10036 061495529 501(c)(3) 15000 To support the project on Social Emotional Academic Development Versed Education Group 4333 Talmadge Circle Suitland MD 20746 474795448 14000 To support Equity Committee development WestEd 730 Harrison St San Francisco CA 94107 943233542 501(c)(3) 100000 To examine the professional environment of teachers as it relates to their development and overall effectiveness Menlo Education Research 2143 Harkins Avenue Menlo Park CA 94025 891790865 30000 To support deeper learning--The project related to Reimagining College Access National Urban League 80 Pine Street 9th Floor New York NY 10005 131840489 501(c)(3) 50000 To support the project on Social Emotional Academic Development Public Advocates Inc 131 Steuart Street Suite 300 San Francisco CA 94105 297103042 501(c)(3) 200000 To support deeper learning objectives The Regents of the University of Colorado 1800 Grant Street Suite 600 Denver CO 80203 846000555 501(c)(3) 12215 To support educator learning about science practice University of South Carolina Educational Foundation 1027 Barnwell Street Columbia SC 29201 576017985 501(c)(3) 50000 To support the project on Social Emotional Academic Development 19 5 Part I, Line 2: 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. X X X X 1 0 0 0 0 0 0 0 0 Linda Darling-Hammond Director/CEO 463614 0 0 0 0 0 28500 0 27734 0 519848 0 0 0 Patrick Shields Executive Director 344667 0 0 0 0 0 28500 0 14793 0 387960 0 0 0 Teresa M Godfrey CFAO 223632 0 0 0 0 0 22771 0 30126 0 276529 0 0 0 Monica Martinez Dir. Strategic Initiatives 220433 0 0 0 0 0 13437 0 25591 0 259461 0 0 0 Marjorie Wechsler Principal Research Mgr. 205406 0 0 0 0 0 13324 0 0 0 218730 0 0 0 Caitlin M Scott Research Director 191781 0 0 0 0 0 11605 0 14917 0 218303 0 0 0 Tara Kini Chief of Staff and Director of State 179009 0 0 0 0 0 10948 0 13736 0 203693 0 0 0 Jessica Cardichon Director DC Office 170958 0 0 0 0 0 10345 0 14137 0 195440 0 0 0 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, CFO 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, CFO 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. Form 990, Part XII, Line 2c, Financial Statements and Reporting The process of the audit committee has not changed from the prior year.