2020-05-15T10:44:14-07:00 2019-06-30 752514681 Marie V Kelly PC 2251 Vantage Street Suite 300 Dallas TX 75207 990 2018-07-01 310955962 LEARNING FORWARD LEAR 9724210900 800 E CAMPBELL RD RICHARDSON TX 75081 MICHAEL LANHAM COO 2020-05-15 true Marie Kelly P00167388 4698570011 2018 2021-01-29 14:40:06Z MICHAEL LANHAM 9102356 false false X LEARNINGFORWARD.ORG X 1978 OH 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 9 9 28 300 30756 1965904 2803914 5433944 5278014 151186 204480 442713 382481 7993747 8668889 0 0 2794015 2687675 0 0 5735205 5571743 8529220 8259418 -535473 409471 5228359 5502380 1598984 1518133 3629375 3984247 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. false false 2342887 2568114 CONFERENCES, NETWORKS AND LEARNING EXPERIENCES - CONFERENCES, INSTITUTES, AND E-LEARNING SUPPORT MEMBERS EFFORTS TO IMPROVE ORGANIZATIONAL EFFECTIVENESS, EDUCATOR COMPETENCY, AND STUDENT SUCCESS. LEARNING FORWARD'S 2018 ANNUAL CONFERENCE ATTRACTED 3,327 EDUCATORS WHO, OVER THE 5 DAYS OF THE CONFERENCE, ATTENDED OVER 300 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 EFFORTS. LEARNING FORWARDS 2018 INSTITUTES WERE OFFERED DURING JULY 2018 AND ATTRACTED A TOTAL OF 259 EDUCATORS WHO ENGAGED IN INTENSIVE LEARNING EXPERIENCES. ACADEMY - SINCE 1991 THERE HAVE BEEN 36 ACADEMY CLASSES WITH MORE THAN 1600 ACADEMY GRADUATE MEMBERS. EACH CLASS HAS HELD 12-FACE TO FACE SESSIONS TOTALING 96 HOURS PER CLASS EQUALING 3,456 HOURS OF PROFESSIONAL LEARNING WITHIN THE ACADEMY PROGRAM. EACH YEAR A NEW ACADEMY CLASS GRADUATES. 1983040 2144450 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 2019, LEARNING FORWARD RECEIVED GRANT FUNDS OF $2,148,471, EARNED GRANT FUNDS OF $1,698,759 AND HAS UNEARNED GRANT FUNDS OF $1,237,089 AS OF JUNE 30, 2019. A THE BILL & MELINDA GATES FOUNDATION/COMMUNITIES FOUNDATION PROVIDED $183,971 FOR LEARNING FORWARD TO HELP IMPLEMENT A CONTINUOUS IMPROVEMENT FRAMEWORK AMONG A NETWORK OF MIDDLE SCHOOLS. B THE LEARNING POLICY INSTITUTE AND THE LEARNING FIRST ALLIANCE PROVIDED $10,000 TO LEARNING FORWARD TO DISSEMINATE INFORMATION THROUGH INTERNAL AND EXTERNAL CHANNELS ABOUT THE INTERSECTION OF PROFESSIONAL LEARNING AND DEEPER LEARNING. C THE WALLACE FOUNDATION PROVIDED $350,000 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. D THE WILLIAM & FLORA HEWLETT FOUNDATION PROVIDED A GRANT FOR GENERAL OPERATIONS $150,000; AN EQUITY GRANT FOR $52,500 AND A GRANT FOR DEVELOPING A SOLUTION FOR IMPROVING LEARNING SYSTEMS IN THE AMOUNT OF $75,000. THE CHARLES & LYNN SCHUSTERMAN FAMILY FOUNDATION PROVIDED A GRANT FOR FEDERAL POLICY AND ADVOCACY TOTALING $275,000 AND A $377,000 GRANT TO SUPPORT LEARNING FORWARD?S ?PIVOT? TO CURRICULUM-GROUNDED PROFESSIONAL LEARNING. THE CARNEGIE CORPORATION OF NEW YORK FOUNDATION (CCNY) PROVIDED $800,000 FOR STATE LEVEL POLICYWORK. THE WILLIAM & FLORA HEWLETT FOUNDATION PROVIDED A TRANSITION GRANT TO ASSIST WITH THE SEARCH, NEGOTIATION AND CONTRACTING WITH A NEW EXECUTIVE DIRECTOR TO REPLACE THE RETIRING EXECUTIVE DIRECTOR. 1899927 2709900 Learning Forward Senior Consultants spent 710 days in the field in FY19, working with clients that included 3 State Departments of Education, 6 state or regional education associations, 7 educational support organizations, and 39 school systems. In addition, Learning Forward assisted 22 school systems in evaluating the quality of their professional learning by administering the Standards Assessment Inventory in 566 schools. 779053 1176923 7004907 true false false true false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false false false false true false false false true 96 0 true 28 true true true false false false false false false 0 false false false false false false false false false false false false X 9 9 false false false false true true false true true false true true false true true true true true true true false X MICHAEL LANHAM 9724210900 800 E Campbell Rd Suite 224 Richardson TX 75081 X VALERIA P BROWN Trustee 1.00 0.00 X 0 0 0 Shawn Joseph Trustee 1.00 0.00 X 0 0 0 E LEIGH WALL President 1.00 0.00 X X 0 0 0 ALAN INGRAM Trustee 1.00 0.00 X 0 0 0 STEVE CARDWELL Trustee 1.00 0.00 X X 0 0 0 SHARON L CONTRERAS Trustee 1.00 0.00 X 0 0 0 MONICA MARTINEZ Trustee 1.00 0.00 X 0 0 0 Wendy Robinson Trustee 1.00 0.00 X 0 0 0 STEPHANIE HIRSH EXECUTIVE DIRECTOR/CEO 40.00 0.00 X 360836 0 23496 FREDERICK BROWN DEPUTY EXECUTIVE DIRECTOR 40.00 0.00 X 183840 0 0 TRACY CROW DIR OF COMMUNICATIONS 40.00 0.00 X 155648 0 13200 MICHAEL R LANHAM COO 40.00 0.00 X 178603 0 6000 MELINDA GEORGE DIRECTOR OF POLICY & PARTNERSHIPS 40.00 0.00 X 183116 0 0 1062043 42696 5 false true false JOELLEN KILLION 8 PRESTONWOOD CIRCLE LAKEWAY TX 78734 EDUCATIONAL CONSULT 287077 MARGARET KAY PSENCIK 20327 TIMBERLINE TRAIL CYPRESS TX 77433 EDUCATIONAL CONSULT 202199 NICK MORGAN 36 FAIRFIELD STREET NEWTON MA 02460 EDUCATIONAL CONSULT 192342 Clifton and Associates 1100 Cherokee St DENVER CO 80204 EDUCATIONAL CONSULT 122209 4 690220 2113694 2803914 CONFERENCES 2220442 2220442 CONSULTING 2709900 2709900 NETWORKS/LEARNING EXPER 347672 347672 5278014 68871 68871 0 3370 3370 0 434098 298489 135609 135609 135609 0 0 483333 134978 348355 348355 ADVERTISING 541800 30756 30756 30756 8668889 5698610 30756 135609 X 0 0 0 0 991122 868473 122649 0 1135646 995113 140533 260239 228035 32204 148764 130355 18409 151904 133106 18798 0 0 0 0 0 0 2150889 1987487 163402 0 710586 253158 457428 0 0 0 0 0 1976549 1815518 161031 0 0 42191 42191 0 Printing and Publications 690371 593662 96709 Investment account fees 15062 15062 loss 7876 7876 -21781 -21781 8259418 7004907 1254511 0 389718 646666 0 0 1135778 1226318 0 0 0 198381 186006 55294 97001 317992 140337 195275 177655 3242956 3157778 0 0 0 10957 10956 5228359 5502380 628502 499683 813956 955693 156526 62757 1598984 1518133 X 2839130 2747158 790245 1237089 3629375 3984247 5228359 5502380 409471 -54599 X false true X true false X 2343461 4258575 2433390 1965904 2825695 13827025 5324325 4862200 4809868 6067737 5761347 26825477 0 0 0 7667786 9120775 7243258 8033641 8587042 40652502 0 0 40652502 28879 105447 84832 79551 30756 329465 0 28879 105447 84832 79551 30756 329465 0 0 7696665 9226222 7328090 8113192 8617798 40981967 0.99200 0.98920 0.00800 0.01080 X false false 54000 54000 8205420 8259420 562971 140743 false 497983 562971 1060954 1591431 37500 54000 91500 124496 140743 265239 397859 317992 140337 177655 177655 accrued expenses 62757 62757 8878122 -54599 263832 209233 8668889 8668889 8475981 216563 216563 8259418 8259418 Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 IFN Income FILES SEPARATE 990 $122136 Merger with NCTAF $0 PUBLICATION EXP REPORTED AS COGS $134978 Reported as reduction of exp on 990 $21781 Investment expense report in expense $-15063 Part XII, Line 2d: Other expenses and losses per audited F/S IFN expenses FILES SEPARATE 990 $88303 PUBLICATION EXP REPORTED AS COGS $134978 Reported as income on audit $-21781 Investment expense report in expense $15063 X X X X true false false false false false false false false false FREDERICK BROWN DEPUTY EXECUTIVE DIRECTOR 181440 2400 183840 MELINDA GEORGE DIRECTOR OF POLICY & PARTNERSHIPS 183116 183116 MICHAEL R LANHAM COO 167533 11070 6000 184603 STEPHANIE HIRSH EXECUTIVE DIRECTOR/CEO 332817 28019 23496 384332 TRACY CROW DIR OF COMMUNICATIONS 126216 29432 13200 168848 Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: 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 2019, LEARNING FORWARD RECEIVED GRANT FUNDS OF $2,148,471, EARNED GRANT FUNDS OF $1,698,759 AND HAS UNEARNED GRANT FUNDS OF $1,237,089 AS OF JUNE 30, 2019. A THE BILL & MELINDA GATES FOUNDATION/COMMUNITIES FOUNDATION PROVIDED $183,971 FOR LEARNING FORWARD TO HELP IMPLEMENT A CONTINUOUS IMPROVEMENT FRAMEWORK AMONG A NETWORK OF MIDDLE SCHOOLS. B THE LEARNING POLICY INSTITUTE AND THE LEARNING FIRST ALLIANCE PROVIDED $10,000 TO LEARNING FORWARD TO DISSEMINATE INFORMATION THROUGH INTERNAL AND EXTERNAL CHANNELS ABOUT THE INTERSECTION OF PROFESSIONAL LEARNING AND DEEPER LEARNING. C THE WALLACE FOUNDATION PROVIDED $350,000 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. D THE WILLIAM & FLORA HEWLETT FOUNDATION PROVIDED A GRANT FOR GENERAL OPERATIONS $150,000; AN EQUITY GRANT FOR $52,500 AND A GRANT FOR DEVELOPING A SOLUTION FOR IMPROVING LEARNING SYSTEMS IN THE AMOUNT OF $75,000. THE CHARLES & LYNN SCHUSTERMAN FAMILY FOUNDATION PROVIDED A GRANT FOR FEDERAL POLICY AND ADVOCACY TOTALING $275,000 AND A $377,000 GRANT TO SUPPORT LEARNING FORWARD?S ?PIVOT? TO CURRICULUM-GROUNDED PROFESSIONAL LEARNING. THE CARNEGIE CORPORATION OF NEW YORK FOUNDATION (CCNY) PROVIDED $800,000 FOR STATE LEVEL POLICYWORK. THE WILLIAM & FLORA HEWLETT FOUNDATION PROVIDED A TRANSITION GRANT TO ASSIST WITH THE SEARCH, NEGOTIATION AND CONTRACTING WITH A NEW EXECUTIVE DIRECTOR TO REPLACE THE RETIRING EXECUTIVE DIRECTOR. OTHER PROGRAM SERVICES 5: 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 11,000 MEMBERS Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The organization has members. Membership is open to the public for a yearly membership fee. Form 990, Part VI, Line 11b: Form 990 Review Process Copy of 990 is available to all Board members Status of 990 filing is reported to Board. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Conflict of interest statement of agreement forms are signed annually by the Board of Trustees and employees. 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 and Approval Process for Officers and 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, Line 19: Other Organization Documents Publicly Available Governing documents, policies and financial statements are available upon request. VOLUNTEER HOURS VOLUNTEERS WORKED OVER 4,000 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. LEARNING FORWARD FOUNDATION 504 S LOCUST STREET OXFORD OH 45056 311139817 EDUCATION OH 501 C 3 N/A false NSDC CENTER FOR LEARNING 1111 ARMY NAVY DRIEVE 1104 ARLINGTON VA 22202 263171800 EDUCATIONAL VA 501 C 3 NA false false false false false false false false false false false false false false false false false false false false