2019-11-04T14:40:59-06:00 2018-12-31 475525639 Tandem LLP 446 Old County Road Suite 100-140 Pacifica CA 94044 990 2018-01-01 472772048 Learning Policy Institute LEAR 6503329797 1530 Page Mill Road No 200 Palo Alto CA 943041140 Jeff Kumataka CFO 6503329733 2019-11-04 1 Lynn Henley P00356034 6503509805 2019-11-04 73.158.214.42 2019-11-04 14:38:49 PS P 76FF2A6BB2396675DA7FC3BECCB7F23E28595D91 CD71869BFC494223FABD92E93AB0669CE7B22062 2018 2020-03-31 21:24:44Z Linda Darling-Hammond 1530 Page Mill Road No 200 Palo Alto CA 943041140 13696550 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 74 8 0 0 10302281 13638799 29000 22234 5708 35517 0 0 10336989 13696550 0 590000 0 0 6228926 6608732 0 0 140888 3027455 3081004 9256381 10279736 1080608 3416814 7612803 10955571 1143369 1069323 6469434 9886248 X The Learning Policy Institute conducts and disseminates independent, high-quality research to improve learning for each and every child that supports empowering and equitable learning for each and every child. Nonprofit and nonpartisan, the Institute connects policymakers and stakeholders at the local, state, and federal levels with the evidence, ideas, and actions needed to strengthen the education system from preschool through college and career readiness. 0 0 8864654 590000 22234 In the area of Deeper Learning, LPI conducted and analyzed research and released studies related to: performance assessments, social-emotional learning, and whole child education. LPI also launched a collaborative initiative to encourage the use of performance assessments in college admissions and placements. The studies and the work of the initiative were shared through a variety of channels, including email, traditional media, social media, and a variety of convenings.In the area of Educator Quality, LPI conducted and analyzed research and released studies related to: teacher shortages nationwide and in California, and ways to mitigate them; effective professional development for teachers and school leaders. The studies were shared through a variety of channels, including email, traditional media, social media, and a variety of convenings. LPI also updated an interactive map that provides a state-by-state look at key indicators of teacher supply and demand and equitable distribution of teachers.In the area of Early Childhood Learning, LPI conducted and analyzed research into effective early learning systems, releasing a report and brief on how to improve California's system. They were disseminated through a special event, email, social media, traditional media, and at a variety of convenings. In the area of Equitable Resources and Education, LPI co-sponsored a major event on equity in the United States, and hosted a parallel event on equity in education. The organization also conducted a study and released a report and interactive map on state strategies under the Every Student Succeeds Act to address increase equity, produced two studies on equitable school finance, and conducted research into and produced a study and event examining creating an equitable public school system. The publications and events were promoted through blogs, email, social media, and traditional media. 8864654 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 71 0 1 74 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 DC VA X Jeff Kumataka 6503329733 1530 Page Mill Road Suite 200 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 413900 0 55057 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 324673 0 35092 Jeff Kumataka CFO 40.00 X 196506 0 41348 Gretchen Wright Dir. Comms 40.00 X 159241 0 25354 Jessica Cardichon Dir. DC Office 40.00 X 146523 0 22331 Marjorie Wechsler Research 40.00 X 194078 0 11645 DeAnna Duncan Grand Dir. of Development 40.00 X 171092 0 23913 Peter Ross Dir. Strategic Initiatives 40.00 X 187688 0 32904 1793701 0 247644 6 0 1 0 Dentons 1221 Avenue of the Americas New York NY 10020 Rent for Palo Alto office 664346 Shorenstein Realty Services 235 Montgomery St 14th Floor San Francisco CA 94104 Rent for DC office 190201 Oakes Jeannie 1300 Camino de Cruz Blanca Sante Fe NM 87505 Consultant 165374 EducationCounsel LLP PO Box 11070 Columbia SC 29211 Strategy Consultant 120000 4 13638799 13638799 Speaking Fees 812900 22234 22234 22234 35517 35517 13696550 22234 0 35517 X 590000 590000 1066576 728968 323539 14069 4440457 3778993 575510 85954 219728 188561 26702 4465 489781 418621 58018 13142 392190 327145 61736 3309 2128 2128 20854 17309 3128 417 1081933 1072873 7361 1699 6577 6577 754587 646682 93537 14368 253689 231102 22587 2384 2384 23428 19912 3350 166 11730 9735 1760 235 Conferences/Meetings 396590 356534 40056 Information Technology 176433 149950 24260 2223 Printing & Publications 127472 124926 2546 Office Expenses 66408 55782 10626 156791 138600 17350 841 10279736 8864654 1274194 140888 4635452 4105606 1000972 2443988 4061186 1001 11320 125291 86430 63347 38861 469015 1737626 7612803 10955571 171618 120672 971751 948651 1143369 1069323 X 2426058 2724687 4043376 7161561 6469434 9886248 7612803 10955571 3416814 0 X X 0 1 X 1 0 X 6275000 10765292 10302281 13638799 40981372 6275000 10765292 10302281 13638799 40981372 29305835 11675537 416 2536 5708 35517 44177 41025549 73234 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11468 11468 10268268 10279736 663987 165997 0 0 529337 612819 663987 1806143 2709215 31805 5389 11468 48662 132334 153205 165997 451536 677304 94460 67544 26916 30831 18886 11945 38861 Deposits 107829 Deferred compensation investments 379797 Grants receivable - long-term 1250000 1737626 Accrued Expenses 449928 Deferred Rent 118926 Deferred compensation liability 379797 948651 X 18966841 5270291 5270291 13696550 0 13696550 10279736 0 10279736 0 10279736 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 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. 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 acocunting 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 examnations by tax authorities for years prior to 2014. Part XI, Line 2d - Other Adjustments: Net Grants Included in Temporarily Restricted Assets 5270291. 0 Advancement Project 1910 W Sunset Blvd 500 Los Angeles CA 90026 954835230 80000 Developing and advancing a shared narrative and deepening the capacity of grassroots partners. Developing and advancing a shared narrative and deepening the capacity of grassroots partners. Developing and advancing a shared narrative and deepening the capacity of grassroots partners. Developing and advancing a shared narrative and deepening the capacity of grassroots partners. American School Counselor Association 1101 King Street Suite 310 Alexandria VA 22314 510237968 10000 To advance work on building and deepening learning First Allicane Member orgnaizations' membership's understanding of and work to advacne learing and equity To advance work on building and deepening learning First Allicane Member orgnaizations' membership's understanding of and work to advacne learing and equity Californians for Justice 1917 Las Plumas Ave San Jose CA 95113 943256009 80000 To advance the goals and priorities identified by the California Partnership for the Future of Learning To advance the goals and priorities identified by the California Partnership for the Future of Consortium for School Networking (CoSN) 1325 G Street NW Suite 420 Washington DC 20005 521774773 10000 To advance the goals and priorities identified by the California Partnership for the Future of Los Angeles Unified School District 333 S Beaudry Ave 11th Floor Los Angeles CA 90017 956001908 125000 Developing and advancing a shared narrative and deepening the capacity of grassroots partners. National Association of Secondary School Principals PO Box 417939 Boston MA 02241 526006937 10000 To advance work on building and deepening learning First Allicane Member orgnaizations' membership's understanding of and work to advance learning and equity National Congress of Parents and Teachers 150 N Pitt Street Alexandria VA 22314 362169155 10000 To advance work on building and deepening learning First Allicane Member orgnaizations' membership's understanding of and work to advance learning and equity National School Boards Association 1680 Duke Street Floor 2 Alexandria VA 22314 362210015 10000 To provide LPI with administative data related to performance assessment for learning project Oakland Unified School District 1000 Broadway Suite 440 Oakland CA 94607 946000385 100000 To provide LPI with administative data related to performance assessment for learning project Pasadena Unified School District 351 South Hudson Ave Room 221 Pasadena CA 91101 237149451 75000 To discuss structures and systems to support Granduate Defense implemenation Public Advocates Inc 131 Steuart Street Suite 300 San Francisco CA 94105 237103042 80000 To advance the goals and priorities identified by the California Partnership for the Future of Learning X X X X 0 0 0 0 0 0 0 0 0 Linda Darling-Hammond Director,CEO 413900 0 0 0 0 0 41302 0 13755 0 468957 0 0 0 Patrick Shields Executive Director 324673 0 0 0 0 0 32677 0 2415 0 359765 0 0 0 Jeff Kumataka CFO 196506 0 0 0 0 0 20053 0 21295 0 237854 0 0 0 Gretchen Wright Dir. Comms 159241 0 0 0 0 0 4922 0 20432 0 184595 0 0 0 Jessica Cardichon Dir. DC Office 146523 0 0 0 0 0 9413 0 12918 0 168854 0 0 0 Marjorie Wechsler Research 194078 0 0 0 0 0 11645 0 0 0 205723 0 0 0 DeAnna Duncan Grand Dir. of Development 171092 0 0 0 0 0 10355 0 13558 0 195005 0 0 0 Peter Ross Dir. Strategic Initiatives 187688 0 0 0 0 0 19227 0 13677 0 220592 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 Officer for review. Following the review by the CFO, 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 and the CFO 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 and CFO 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. Form 990, Part IX, line 11g Communication Consultants: Program service expenses 119938. Management and general expenses 0. Fundraising expenses 0. Total expenses 119938. Program Consultants: Program service expenses 905374. Management and general expenses 0. Fundraising expenses 0. Total expenses 905374. Other: Program service expenses 47561. Management and general expenses 7361. Fundraising expenses 1699. Total expenses 56621. Form 990, Part XII, Line 2c: The process of the audit committee has not changed from the prior year.