2020-11-02T14:01:38-08:00 2020-06-30 131639826 Eisner Amper LLP 111 Wood Avenue South-6TH Floor Iselin NJ 088302700 990 2019-07-01 131659345 Learning Ally Inc LEAR 6092437603 20 Roszel Road Princeton NJ 08540 Andrew Friedman President & CEO 2020-11-02 true Douglas Tapp P00200641 7322437000 2019 2021-01-29 14:40:06Z Andrew Friedman 20 Roszel Road Princeton NJ 08540 19123858 false X www. Learningally.org X 1948 NJ LEARNING ALLY IS A LEADING NATIONAL NONPROFIT EDUCATION SOLUTIONS ORGANIZATION DEDICATED TO EQUIPPING EDUCATORS WITH PROVEN SOLUTIONS THAT HELP STRUGGLING LEARNERS TO REACH THEIR POTENTIAL SEE ATTACHMENT 1. 7 7 171 994 0 9463047 7990655 7500509 9024127 1276962 35185 183525 189610 18424043 17239577 96000 81000 0 13827892 14974379 362706 381965 1374317 5231748 5238897 19518346 20676241 -1094303 -3436664 30979406 31974307 6107591 9371232 24871815 22603075 X LEARNING ALLY IS A LEADING NATIONAL NONPROFIT EDUCATION SOLUTIONS ORGANIZATION DEDICATED TO EQUIPPING EDUCATORS WITH PROVEN SOLUTIONS THAT HELP STRUGGLING LEARNERS TO REACH THEIR POTENTIAL SEE ATTACHMENT 1. false false 15955442 81000 9118680 ATTACHMENT 2 15955442 true true false true false false false false false true true true false true false true true false false false false false false true false false false true true true false false false false false false false false true false false false false false false false false true 130 0 true 171 true false false false false false false false 0 false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true true false AK AL AR AZ CA CO CT DC FL GA IL IN KS KY MA MD ME MI MN MO MS MT NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X Thomas Hetzel 6092437603 20 Roszel Road Princeton NJ 08540 X Andrew Friedman President & CEO 60.00 0.00 X 368753 0 103812 Cynthia Hamburger COO/CIO 50.00 0.00 322284 0 38790 Tim Wilson CFO 50.00 0.00 X 290432 0 38059 Lee Peters Senior Vice President 50.00 0.00 280577 0 29760 Cheryl B Lin Chief Marketing Officer 50.00 0.00 274430 0 19208 Stephen Ferranti VP Technology 50.00 0.00 235396 0 38261 Constance Murphy EVP Partnership & Comm Dev. 50.00 0.00 230475 0 37751 Jeffery Ho VP Data Science & Partnerships 50.00 0.00 234220 0 21768 Steven M Valvano VP-People and Culture 50.00 0.00 192436 0 26666 Mona Yoast VP, Educator Success 50.00 0.00 207620 0 2518 Erin Walker Director Solution Strategy 50.00 0.00 173587 0 35647 Robert A Edenzon Inside Sales Manager 50.00 0.00 171078 0 35070 Jamey Gildea Sr. Data Architect 50.00 0.00 170986 0 17903 Carole A Williams Eastern Sales Representative 50.00 0.00 183525 0 997 Cynthia Cortina VP, Account Management 50.00 0.00 156372 0 26190 Carrie A Rigney National Dir, Impl Success 50.00 0.00 169505 0 2448 Julia Cotton Mgr of Develop. IT 50.00 0.00 136321 0 35437 Terrie L Noland VP Educator Initiatives 50.00 0.00 161509 0 9601 Erin Morales Dir, Inst. Giving & Strat Initiativ 50.00 0.00 158596 0 8838 Cheryl Kopec Leader, Member Success 50.00 0.00 155523 0 10605 Thomas Hetzel Controller 50.00 0.00 144437 0 20403 James Pritchett Lead Proc Redesign 50.00 0.00 138021 0 24477 Tom McCartney Senior Developer 50.00 0.00 128319 0 32678 Andrew Singleton Nat'l Dir State Gr 50.00 0.00 124914 0 32940 Rebecca Hatcher Team Lead, Sch Dev 50.00 0.00 148126 0 5558 Therese Llorente Chairman 5.00 0.00 X X 0 0 0 Steve Carnevale Attach 3 Trustee 3.00 0.00 X X 0 0 0 Kimberlee Phelan Treasurer 3.00 0.00 X X 0 0 0 Mary Beth O'Hagan Secretary 3.00 0.00 X X 0 0 0 Elise Darwish Attach 3 Trustee 3.00 0.00 X X 0 0 0 Shawn Bird Trustee 3.00 0.00 X 0 0 0 Peter Falzon Trustee 3.00 0.00 X 0 0 0 4957442 655385 41 false true false FAIRCOM NEW YORK INC 12 WEST 27TH ST NEW YORK NY 10001 DIRECT MAIL 320763 HOWARD SLOAN SEARCH INC 555 FIFTH AVE NEW YORK NY 10017 RECRUITING FIRM 249331 ORACLE AMERICA INC 15612 COLLECTIONS CTR DR CHICAGO IL 60693 SOFTWARE FIRM 154002 EBQUICKSTART LLC 6800 BURLESON RD BLD 312 STE150 AUSTIN TX 78744 CONSULTING. SALES & MKT 127308 LIMELIGHT NETWORKS DEPT CH 16409 PALATINE IL 600556409 DATA STORAGE 126759 7 4510687 3479968 35534 7990655 Membership Fee Revenue 900099 8590515 8590515 Training & Seminars 900099 433612 433612 9024127 216325 216325 0 66890 66890 0 1703141 1884281 -181140 -181140 -181140 0 0 0 900099 Custom Recording 900099 94553 94553 Other Revenue 900099 28167 28167 122720 17239577 9118680 130242 30000 30000 51000 51000 0 0 4044546 2720002 967108 357436 0 8682553 7569963 653518 459072 50716 43096 5828 1792 1246702 1099145 100099 47458 949862 783265 105318 61279 0 135811 135811 112544 112544 65833 65833 381965 381965 11662 11662 1363161 1213149 132564 17448 259825 258423 674 728 538865 259304 273475 6086 680214 300180 365920 14114 0 358394 358394 345668 287617 49033 9018 0 38656 37640 1016 4461 4461 0 455919 331790 123613 516 135619 79207 56412 STAFF RECRUITMENT & TRAINING 316833 187553 129280 TAPES & SUPPLIES 206292 206292 ALL OTHER EXPENSES 117912 15501 102871 -460 BOOKS & PUBLICATIONS 91228 58088 16291 16849 0 20676241 15955442 3346482 1374317 0 887752 1712783 2385380 1816914 1246797 2976713 0 0 0 0 552202 552875 21381591 18867729 2886415 2513862 567990 570343 17656673 17075269 0 0 4796197 4755548 30979406 31974307 2011679 1631704 4019901 5646313 76011 11115 2082100 6107591 9371232 X 2359800 1736085 22512015 20866990 24871815 22603075 30979406 31974307 X -3436664 1177817 -9893 X false true X true true true X 12541706 8362362 8351152 9463047 7990654 46708921 0 0 12541706 8362362 8351152 9463047 7990654 46708921 4267047 42441874 827083 454067 2496254 1478478 283215 5539097 0 673916 189120 73100 182654 122720 1241510 53489528 39066208 0.79350 0.76580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 65833 65833 20610408 20676241 1000000 250000 false 965579 1000000 1000000 1000000 3965579 5948369 101308 101977 102233 65833 371351 241395 250000 250000 250000 991395 1487093 14272084 838157 2071900 13038341 13728104 27152 516828 14272084 12807903 920201 13728104 13504036 1479999 2176132 12807903 13873950 -369914 13504036 0.64000 0.36000 false false false 856510 856510 6890453 5501902 1388551 4587127 4578792 8335 9047501 8787035 260466 2513862 17075269 4755548 X 23883792 1177817 5487953 -9893 6655877 17227915 11662 11662 17239577 26152532 5487953 5487953 20664579 11662 11662 20676241 Part V, Line 4: Intended uses of the endowment fund. LEARNING ALLY, INC. 'S ENDOWMENT FUND CONSISTS OF APPROXIMATELY 40 INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR THE PURPOSE OF SUPPORTING THE ORGANIZATION'S MISSION-RELATED PROGRAMS. THE ENDOWMENT'S PRINCIPAL IS INTENDED TO BE LEFT UNTOUCHED, WHILE ITS INCOME WILL BE USED TO FUND DEVELOPMENT, PRODUCTION AND DISTRIBUTION OF LEARNING RESOURCES, NATIONAL ACHIEVEMENT AWARDS AND GENERAL OPERATIONS. Part X : FIN48 Footnote THE ORGANIZATION ADOPTED THE PROVISIONS OF FASB INTERPRETATION NO. 48 FIN 48 ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES AN INTERPRETATION OF FASB STATEMENT NO.109, NOW INCORPORATED IN ACCOUNTING STANDARDS CODIFICATION ASC 740. THE INTERNAL REVENUE SERVICE HAS RECOGNIZED LEARNING ALLY AS TAX-EXEMPT UNDER SECTION 501C3 OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2020 AND 2019, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX PROVISIONS, IF ANY. THERE WERE NO INCOME TAX-RELATED INTEREST AND PENALTIES RECORDED FOR THE YEARS ENDED JUNE 30, 2020 AND 2019. X X X X X X true Faircom NY Inc 12 West 27th St New York NY 10001 DIRECT MAIL false 867943 381965 485978 867943 381965 485978 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Part I, Line 2b - Fundraiser Additional Information Schedule G, Part I FUNDRAISERS ----- THE FEES REPORTED AS HAVING BEEN PAID TO THE PROFESSIONAL FUNDRAISER IN SCHEDULE G, PART I, WERE PAID ON A FISCAL YEAR BASIS. THE AMOUNT LISTED FOR FAIRCOM NEW YORK INC. IS DIFFERENT THAN THE AMOUNT SHOWN ON PART VII, SECTION B, AS A TOP FIVE HIGHEST PAID CONTRACTOR AS THAT SCHEDULE IS PREPARED ON A CALENDAR YEAR BASIS. true Charlottesville City Schools 1562 Dairy Road Charlottesville VA 22902 546001203 15000 0 TO SUPPORT SPECIAL EDUC. PROGRAMS PEFCA PO Box 175 Charlottesville VA 22902 412158088 15000 0 TO SUPPORT SPECIAL EDUC. PROGRAMS 2 0 Educational Scholarships 8 36000 Educator Awards 5 15000 Additional Supplemental Information SCHEDULE I, PART II, LINE 1 LEARNING ALLY OCCASIONALLY PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS ALSO ENGAGED IN ADVANCING THE CAUSE OF STUDENTS WHO STRUGGLE TO READ THE PRINTED WORD. Grantmaker's Description of How Grants are Used SCHEDULE I, PART I, LINE 2 LEARNING ALLY, INC. PROVIDES SCHOLARSHIPS TO STUDENTS SEEKING A DEGREE IN HIGHER EDUCATION. THESE AMOUNTS ARE REMITTED DIRECTLY TO THE STUDENTS, WITH THE EXPECTATION THAT THE AMOUNTS WILL BE USED TO DEFRAY TUITION OR EDUCATIONAL COSTS, OR TO AN EDUCATIONAL INSTITUTION ATTENDED BY THE STUDENT.THE ORGANIZATION ISSUES 1099S TO THE RECIPIENT STUDENTS AS IT DOES NOT CONTROL THE USE OF THE FUNDS ONCE PAID DIRECTLY TO STUDENTS. EDUCATOR AWARDS, WHICH ARE COMPOSED OF A PAYMENT DIRECTLY TO TEACHERS AND FUNDS FOR USE IN SUPPLYING CLASSROOM MATERIAL ARE PROVIDED TO DESERVING TEACHERS WHO ADVANCE THE CAUSE OF EDUCATING STUDENTS IN THE CLASSROOM WHO ARE BLIND OR LEARNING DISABLED AND STRUGGLE READING THE PRINTED WORD. X X X X X false true false true false false false false false Andrew Friedman President & CEO 304946 63000 807 71250 32562 472565 Andrew Singleton Nat'l Dir State Gr 112281 12370 263 3658 29282 157854 Carole A Williams Eastern Sales Representative 141320 41528 677 997 184522 Carrie A Rigney National Dir, Impl Success 132081 37286 138 2448 171953 Cheryl B Lin Chief Marketing Officer 227799 46200 431 6932 12276 293638 Cheryl Kopec Leader, Member Success 147831 7500 192 4540 6065 166128 Constance Murphy EVP Partnership & Comm Dev. 225044 5000 431 7024 30727 268226 Cynthia Cortina VP, Account Management 126803 28738 831 4290 21900 182562 Cynthia Hamburger COO/CIO 266046 55000 1238 7436 31354 361074 Erin Morales Dir, Inst. Giving & Strat Initiativ 157132 1250 214 8838 167434 Erin Walker Director Solution Strategy 163356 10000 231 3023 32624 209234 James Pritchett Lead Proc Redesign 129809 7500 712 4064 20413 162498 Jamey Gildea Sr. Data Architect 162856 7500 630 4965 12938 188889 Jeffery Ho VP Data Science & Partnerships 194033 40000 187 6024 15744 255988 Julia Cotton Mgr of Develop. IT 126074 10000 247 4044 31393 171758 Lee Peters Senior Vice President 242646 37500 431 29760 310337 Mona Yoast VP, Educator Success 197198 10000 422 2518 210138 Rebecca Hatcher Team Lead, Sch Dev 67045 81010 71 3874 1684 153684 Robert A Edenzon Inside Sales Manager 116941 53225 912 3166 31904 206148 Stephen Ferranti VP Technology 210825 10000 14571 6562 31699 273657 Steven M Valvano VP-People and Culture 173364 18000 1072 5429 21237 219102 Terrie L Noland VP Educator Initiatives 146325 15000 184 4443 5158 171110 Thomas Hetzel Controller 128737 15000 700 20403 164840 Tim Wilson CFO 239794 49400 1238 8250 29809 328491 Tom McCartney Senior Developer 118176 10000 143 32678 160997 X 11651 FMV X 3 23883 FMV false true true Form 990, Part VI, Line 11b: Form 990 Review Process MANAGEMENT PREPARES THE ANNUAL TAX FORM 990. FORM 990 WITH SUPPORTING DOCUMENTATION IS PROVIDED TO A PROFESSIONAL CPA FIRM WITH EXPERIENCE AND EXPERTISE IN NOT-FOR-PROFIT TAX RETURN PREPARATION. ONCE FORM 990 IS REVIEWED BY THE CPA FIRM, MANAGEMENT REVIEWS THE FORM, WHICH IS THEN PRESENTED TO AND REVIEWED AND APPROVED BY THE AUDIT COMMITTEE OF THE ORGANIZATION. FOLLOWING THEIR REVIEW, FORM 990 IS MADE AVAILABLE TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. THE ORGANIZATION'S BOARD OF TRUSTEES HAS DELEGATED TO ITS AUDIT COMMITTEE THE RESPONSIBILITY TO OVERSEE, REVIEW, AND APPROVE THE FEDERAL FORM 990, INCLUDING THE PREPARATION, REVIEW AND FILING PROCESS. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY, ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND SENIOR MANAGEMENT PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE TO ENSURE COMPLIANCE WITH THE POLICY. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT'S/CEO'S OFFICE. ANY POTENTIAL CONFLICTS ARE REVIEWED AND RESOLVED. FAILURE TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COULD LEAD TO TERMINATION. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management SEE ATTACHMENT 4 Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees SEE ATTACHMENT 4 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available LEARNING ALLY, INC. MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, WWW.LEARNINGALLY.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENT ARE AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION. Other Changes In Net Assets Or Fund Balances - Other Decreases Change of Split Interest = -$9893 SUPPLEMENTAL INFORMATION TO FORM 990 FOR ADDITIONAL INFORMATION SEE ATTACHMENT