2020-11-15T23:06:36-06:00 2019-12-31 475525639 TANDEM LLP 446 Old County Road Suite 100-140 Pacifica CA 94044 990 2019-01-01 472772048 Learning Policy Institute LEAR 6503329797 1530 Page Mill Road No 250 Palo Alto CA 943041140 Teresa M Godfrey CFAO 6503329733 2020-11-15 1 Lynn Henley P00356034 6503509805 2020-11-15 73.158.214.42 2020-11-15 23:00:35 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AEC088AAD76BD20DC393F3FB442787510B848D72 2019 2021-01-29 14:40:06Z Linda Darling-Hammond 1530 Page Mill Road No 250 Palo Alto CA 943041140 19145345 0 X https://learningpolicyinstitute.org X 2014 CA The conduct of independent, high-quality research to improve learning for each and every child. 9 8 77 8 0 0 13638799 18660866 22234 445056 35517 39423 0 0 13696550 19145345 590000 2711465 0 0 6608732 7688984 0 0 158455 3081004 3132329 10279736 13532778 3416814 5612567 10955571 16846506 1069323 1347691 9886248 15498815 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 11735903 2711465 445056 In the area of Early Childhood Learning, LPI focused on preparing a diverse, high-quality early childhood workforce in two reports. The first, the Early Childhood Essentials Framework, synthesizes the field's knowledge of the essential skills children should acquire before they enter kindergarten and the related skills and competencies early childhood educators must cultivate in order to provide high-quality early learning experiences. The second report, Promising Models for Preparing a Diverse, High-Quality Early Childhood Workforce, described the fragmented state of early educator preparation programs, provided case studies of innovative early educator preparation programs, and identified policy recommendations for states building upon lessons from New Jersey's preschool program.In the area of Educator Quality, LPI launched the Educator Preparation Laboratory in 2019 in partnership with Bank Street College of Education. The Lab's goal is to transform educator preparation across the country and bring practice, policy, and research into closer alignment around deeper learning and equity-focused practices. LPI also had a program of study to inform the broader goal of ensuring that all schools and districts are led by quality leaders, including starting two national surveys, drafting a review of the literature on leader preparation and professional development, and partnering with the Southern Education Foundation on the Racial Equity Leadership Network. In the area of Equitable Resources and Access, LPI continued its work to build the knowledge of state legislators and legislative staff to help advance equitable and adequate school finance systems through its partnership with the National Conference of State Legislatures (NCSL) and the NCSL Education Finance Fellowship. LPI also launched several studies using data from the Civil Rights Data Collection (CRDC) focused on teacher quality, advanced course access, and discipline (in partnership with the UCLA Civil Rights Project).In the area of Whole Child Education, LPI continued to advance a set of research and policy initiatives that aim to bring deeper learning to scale to meet the academic, social, and emotional needs all students. LPI was involved in multiple strands of work: 1) conducting original research networking efforts to advance deeper learning, performance assessments, and other student-centered, whole child educational practices; 2) informing state and federal policy to support whole child approaches to education, including the implementation of practices aligned with the science of learning and development; and 3) advancing local, state, and federal community school initiatives through a coordinated research agenda. 11735903 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 77 0 1 77 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 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 Kris D Gutierrez Director 5.00 X 0 0 0 Stephan Turnipseed 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 Linda Darling-Hammond Director,CEO 40.00 X X 431819 0 60396 Liz Simons Director 5.00 X 0 0 0 Barbara Chow Director 5.00 X 0 0 0 Patrick Shields Executive Director 40.00 X 341166 0 60387 Jeff Kumataka CFO 40.00 X 181193 0 60659 Teresa M Godfrey CFAO 40.00 X 13172 0 12521 Gretchen Wright Dir. Comms 40.00 X 136338 0 19301 Jessica Cardichon Dir. DC Office 40.00 X 163887 0 22573 Marjorie Wechsler Research 40.00 X 200138 0 12008 DeAnna Duncan Grand Dir. of Development 40.00 X 173151 0 23040 Caitlin Scott Research Director 40.00 X 177849 0 22529 1818713 0 293414 8 0 1 0 Bank Street College of Education 610 West 112 Street New York NY 10025 Consultant 512523 Education First Consulting LLC PO Box 22871 Seattle WA 98122 Consultant 416666 EducationCounsel LLP PO Box 11070 Columbia SC 29211 Strategy Consultant 195815 Turnaround for Children 25 West 45th St 6th floor New York NY 10036 Consulting 185000 George Lucas Educational Foundation PO Box 3494 San Rafeal CA 94912 Consulting 175000 8 18660866 18660866 Contract Revenue 812900 400940 400940 Speaking Fees, Other Related Reve 812900 44116 44116 445056 39423 39423 19145345 445056 0 39423 2711465 2711465 967350 792163 157775 17412 5325436 4355552 873579 96305 190918 156343 31138 3437 755233 614851 126788 13594 450047 368543 73403 8101 10019 10019 18501 15370 3003 128 862196 832782 28214 1200 2144 2144 105102 92763 12066 273 162110 138199 22760 1151 830601 680179 135471 14951 386074 327700 58374 284443 241435 43008 35152 28786 5733 633 12324 10877 1415 32 Printing & Publications 182569 161135 20959 475 Staff Development 92269 76657 15612 Other Expenses 72995 64425 8380 190 Website 72475 61786 10176 513 3355 2748 547 60 13532778 11735903 1638420 158455 4105606 6997734 1000972 1317392 4061186 7174209 11320 44925 143419 121582 38861 21837 1737626 1290409 10955571 16846506 120672 219845 61667 948651 1066179 1069323 1347691 X 2724687 2786585 7161561 12712230 9886248 15498815 10955571 16846506 5612567 0 X X 0 1 X 1 0 X 6275000 10765292 10302281 13638799 18660866 59642238 6275000 10765292 10302281 13638799 18660866 59642238 38671987 20970251 416 2536 5708 35517 39423 83600 59725838 518290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2544 2544 13530234 13532778 826639 206660 0 0 529337 612819 663987 826639 2632782 3949173 31805 5389 11468 2544 51206 132334 153205 165997 206660 658196 987294 94460 88939 5521 48959 32643 16316 21837 Deposits 134064 Deferred compensation investments 480749 Grants receivable - long-term 675596 1290409 Accrued Expenses 537345 Deferred Rent 48085 Deferred compensation liability 480749 1066179 X 19145345 0 19145345 0 19145345 13532778 0 13532778 0 13532778 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 2019. Failure to meet the criteria for classification as a publicly supported charity could result in the Institute being declared a private foundation. The Institute's management believes that it will satisfy 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 2015. 1 Afterschool Alliance 1101 14th St NW Ste 700 Washington DC 20005 522275123 501(c)(3) 50000 Engage CSI states in strategic actions and align to recommendatios of the National Commission on Social, Emotional and Academic Development American Institutes for Research 2800 Campus Drive Suite 200 San Mateo CA 22202 250965219 501(c)(3) 15000 Support LPI's work on (1) Science-aligned resources and (2)science-aligned accreditation changes America's Promise -The Alliance for Youth 1110 Vermont Ave NW Suite 900 Washington DC 20005 541848713 501(c)(3) 50000 Engage CSI states in strategic actions and align to recommendatios of the National Commission on Social, Emotional and Academic Development Bank Street College of Education 610 W 112th st New York NY 10025 135562167 501(c)(3) 511893 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) 95000 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 Center for Teaching Quality 605 West Main Street Suite 205 Carrboro NC 27510 043606319 501(c)(3) 70000 Research on teacher retention and school achievement CIVIC LLC 1110 Vermont Avenue Suite 900 Washington DC 20005 810814802 501(c)(3) 50000 To advance the goals of Social Emotional Academic Development Council of Chief State School Officers One Massachusetts Avenue NW Suite 700 Washington DC 20005 530198090 501(c)(3) 100000 Aligning the work on Social, Emotional and Academic Development with the goals of the Policy Table Education First Consulting LLC PO Box 22871 Seattle WA 98122 260634492 501(c)(3) 416666 To support deeper learning related objectives Education Counsel LLC 101 Constitution Ave NW Suite 900 Washington DC 20001 570215445 501(c)(3) 170000 To support the project on Social Emotional Academic Development George Lucas Educational Foundation PO Box 3494 San Rafael CA 94912 680065687 501(c)(3) 175000 To support the project on Social Emotional Academic Development National Association of State Boards of Education 123 North Pitt Street Suite 350 Alexandria VA 22314 460282694 501(c)(3) 75000 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 501(c)(3) 253000 To support the project on Social Emotional Academic Development National Governors Association Center for Best Practices 444 North Capitol Street Suite 267 washington DC 20001 237391796 501(c)(3) 100000 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) 33000 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) 50000 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) 185000 To support the project on Social Emotional Academic Development WestEd 730 Harrison St San Francisco CA 94107 943233542 501(c)(3) 118406 To examine the professional environment of teachers as it relates to their develpomnet and overall effectiveness Versed Education Group 4333 Talmadge Circle Suitland MD 20746 474795448 26590 Planning and facilitaiton of equity workshop 20 1 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 0 0 0 0 0 0 0 0 0 Linda Darling-Hammond Director,CEO 431819 0 0 0 0 0 47000 0 13396 0 492215 0 0 0 Patrick Shields Executive Director 341166 0 0 0 0 0 47000 0 13387 0 401553 0 0 0 Jeff Kumataka CFO 181193 0 0 0 0 0 37615 0 23044 0 241852 0 0 0 Gretchen Wright Dir. Comms 136338 0 0 0 0 0 4137 0 15164 0 155639 0 0 0 Jessica Cardichon Dir. DC Office 163887 0 0 0 0 0 9912 0 12661 0 186460 0 0 0 Marjorie Wechsler Research 200138 0 0 0 0 0 12008 0 0 0 212146 0 0 0 DeAnna Duncan Grand Dir. of Development 173151 0 0 0 0 0 10575 0 12465 0 196191 0 0 0 Caitlin Scott Research Director 177849 0 0 0 0 0 10150 0 12379 0 200378 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 available as required by the State of California and the federal government. Part XII, question 2c The process of the audit committee has not changed from the prior year.