LEARNING FORWARD: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LEARNING FORWARD (EIN 31-0955962)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201901359349309175
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T12:34:30-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752514681 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marie V Kelly PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2251 Vantage Street Suite 300 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310955962 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEARNING FORWARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAR | BusinessNameControlTxt |
| Phone | 9724210900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17330 PRESTON ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75252 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL LANHAM | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marie Kelly | PreparerPersonNm |
| PTIN | P00167388 | PTIN |
| Phone | 4698570011 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHANIE HIRSH | PrincipalOfficerNm |
| Gross Receipts | $9,003,640 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | LEARNINGFORWARD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $46,792 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,433,390 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,965,904 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,079,430 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,433,944 | CYProgramServiceRevenueAmt |
| PY Investment Income | $177,541 | PYInvestmentIncomeAmt |
| CY Investment Income | $151,186 | CYInvestmentIncomeAmt |
| PY Other Revenue | $464,411 | PYOtherRevenueAmt |
| CY Other Revenue | $442,713 | CYOtherRevenueAmt |
| PY Total Revenue | $7,154,772 | PYTotalRevenueAmt |
| CY Total Revenue | $7,993,747 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,489,986 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,794,015 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,026,894 | PYOtherExpensesAmt |
| CY Other Expenses | $5,735,205 | CYOtherExpensesAmt |
| PY Total Expenses | $8,516,880 | PYTotalExpensesAmt |
| CY Total Expenses | $8,529,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,362,108 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$535,473 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,593,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,228,359 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,452,074 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,598,984 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,141,085 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,629,375 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,732,297 | ExpenseAmt |
| Revenue | $3,317,568 | RevenueAmt |
| Desc | CONSULTING - Learning Forward Senior Consultants spent 646 days in the field in FY18, working with clients that included 5 State Departments of Education, 4 state or regional education associations, 6 educational support organizations, and 46 school systems. In addition, Learning Forward assisted 27 school systems and two state departments of education in evaluating the quality of their professional learning by administering the Standards Assessment Inventory in 822 schools. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,993,371 | ExpenseAmt |
| Revenue | $2,116,376 | RevenueAmt |
| Desc | CONFERENCES, NETWORKS AND LEARNING EXPERIENCES - Conferences, Institutes, and E-Learning support members efforts to improve organizational effectiveness, educator competency, and student success. Learning Forwards 2017 Annual Conference attracted 2,987 educators who, over the 5 days of the conference, attended over 400 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 2017 institutes were offered during July 2017 and attracted a total of 258 educators who engaged in intensive learning experiences. ACADEMY Since 1991 there have been 35 Academy classes with more than 1500 Academy graduate members. Each class has held 12-face to face sessions totaling 96 hours per class equaling 3,168 hours of professional learning within the Academy Program. Each year a new Academy Class graduates. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,497,844 | ExpenseAmt |
| Revenue | $1,524,140 | RevenueAmt |
| Desc | 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 2018, Learning Forward received grant funds of $1,542,199, earned grant funds of $1,526,710 and has unearned grant funds of $757,372 as of June 30, 2018. Grants earned and released from restrictions by incurring expenses satisfying the restricted purposes included: a The Bill & Melinda Gates Foundation provided three grants totaling $802,227 to build awareness and understanding of the need for and solutions in professional learning redesign, convene a Community of Practice among leading school systems to support their professional development redesign and improvement efforts, and showcase innovative professional development at the 2017 annual conference. b The Learning First Alliance provided $25,000 to develop a video series supporting the importance of principals in schools in promoting the college and career readiness of students. The project is also being supported by the National Association of Elementary School Principals and the National Association of Secondary School Principals. 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 Startup:Education provided $40,000 to assist a team of teachers in Michigan develop a website and content to help instruct teachers how to more effectively use technology with students in the classroom. Learning Forward provided financial reporting and information dissemination support to Innovation Classroom the recipient of the grant. e The Houston Endowment provided $150,000 to support leadership teams from Galveston County area school systems develop professional learning systems that advance educator effectiveness, Participants tackle local problems of practice and develop the skills to engage in a community of practice to develop solutions. f American Express Philanthropy provided over $155,000 to work with the Arizona Department of Education to serve over 50 Principals and assistant principals in the Phoenix area. Principals engage in a professional development model that includes seminars as well as community of practice to identify and solve shared problems. Learning Forward also received grant funding from the Hewlett Foundation for general operations $150,000; the Schusterman Foundation for federal policy and advocacy $262,300; the Carnegie Corporation of New York Foundation for state level policy work $600,000 and the Hewlett Foundation for a research grant $50,000. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $906,589 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $832,080 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,130,101 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 96 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL LANHAM | PersonNm |
| Phone | 9724210900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17330 PRESTON ROAD STE 106D | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752526036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| VALERIA P BROWN | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Shawn Joseph | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT LAURENCE | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| E LEIGH WALL | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ALAN INGRAM | ||||||||
| President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEVE CARDWELL | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON L CONTRERAS | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MONICA MARTINEZ | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Wendy Robinson | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE HIRSH | ||||||||
| EXECUTIVE DIRECTOR/CEO | 40.00 | 0.00 | $282,744 | $0 | $61,911 | Yes (X) | ||
| FREDERICK BROWN | ||||||||
| DEPUTY EXECUTIVE DIRECTOR | 40.00 | 0.00 | $169,592 | $0 | $22,845 | Yes (X) | ||
| TRACY CROW | ||||||||
| DIR OF COMMUNICATIONS | 40.00 | 0.00 | $119,660 | $0 | $42,897 | Yes (X) | ||
| MICHAEL R LANHAM | ||||||||
| COO | 40.00 | 0.00 | $161,288 | $0 | $29,912 | Yes (X) | ||
| MELINDA GEORGE | ||||||||
| DIRECTOR OF POLICY & PARTNERSHIPS | 40.00 | 0.00 | $161,142 | $0 | $39,044 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $894,426 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $196,609 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JOELLEN KILLION | |||||
| 8 PRESTONWOOD CIRCLE | LAKEWAY | TX | 78734 | EDUCATIONAL CONSULT | $147,933 |
| MARGARET KAY PSENCIK | |||||
| 20327 TIMBERLINE TRAIL | CYPRESS | TX | 77433 | EDUCATIONAL CONSULT | $228,712 |
| NICK MORGAN | |||||
| 36 FAIRFIELD STREET | NEWTON | MA | 02460 | EDUCATIONAL CONSULT | $127,750 |
| SUE CHEVALIER | |||||
| 6085 SAINT PAUL ROAD | TROY | MI | 48098 | EDUCATIONAL CONSULT | $104,480 |
| Resources for Learning | |||||
| 300 Bowie Street 3104 | Austin | TX | 78703 | EDUCATIONAL CONSULT | $119,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $441,764 | MembershipDuesAmt |
| All Other Contributions | $1,524,140 | AllOtherContributionsAmt |
| Total Contributions | $1,965,904 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CONFERENCES | $1,867,362 | $1,867,362 |
| CONSULTING | $3,317,568 | $3,317,568 |
| NETWORKS/LEARNING EXPER | $249,014 | $249,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,433,944 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,946 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $73,946 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,605 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,605 | RelatedOrExemptFuncIncomeAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $890,448 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $813,208 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,240 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,240 | TotalRevenueColumnAmt |
| Exclusion | $77,240 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $587,001 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $196,685 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $390,316 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $390,316 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $46,792 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $46,792 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $46,792 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,993,747 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,903,811 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $46,792 | UnrelatedBusinessRevenueAmt |
| Exclusion | $77,240 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,068 | TotalAmt |
| Program Services | $647,585 | ProgramServicesAmt |
| Management And General | $114,483 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,478,136 | TotalAmt |
| Program Services | $1,256,080 | ProgramServicesAmt |
| Management And General | $222,056 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,411 | TotalAmt |
| Program Services | $147,166 | ProgramServicesAmt |
| Management And General | $105,245 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,407 | TotalAmt |
| Program Services | $102,270 | ProgramServicesAmt |
| Management And General | $44,137 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,993 | TotalAmt |
| Program Services | $131,709 | ProgramServicesAmt |
| Management And General | $23,284 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,468 | TotalAmt |
| Management And General | $22,468 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,394,787 | TotalAmt |
| Program Services | $2,333,845 | ProgramServicesAmt |
| Management And General | $60,942 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,797 | TotalAmt |
| Management And General | $174,797 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,632 | TotalAmt |
| Management And General | $2,632 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,252 | TotalAmt |
| Management And General | $231,252 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,048 | TotalAmt |
| Management And General | $272,048 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,440 | TotalAmt |
| Management And General | $7,440 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,032,665 | TotalAmt |
| Program Services | $1,032,665 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,120 | TotalAmt |
| Management And General | $46,120 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,292 | TotalAmt |
| Management And General | $21,292 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| GRANT FUNDED EXPENSES | $842,064 | $842,064 |
| membership | $243,931 | $243,931 |
| ACADEMY EXPENSES | $141,485 | $141,485 |
| PUBLICATION DEVELOPMENT | $103,655 | $103,655 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,569 | TotalAmt |
| Program Services | $147,646 | ProgramServicesAmt |
| Management And General | $50,923 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,529,220 | TotalAmt |
| Program Services | $7,130,101 | ProgramServicesAmt |
| Management And General | $1,399,119 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,129,493 | BOYAmt |
| EOY | $389,718 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,958 | BOYAmt |
| EOY | $1,135,778 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,733 | BOYAmt |
| EOY | $198,381 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,137 | BOYAmt |
| EOY | $55,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $311,104 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $115,829 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,089 | BOYAmt |
| EOY | $195,275 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,464,805 | BOYAmt |
| EOY | $3,242,956 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,944 | BOYAmt |
| EOY | $10,957 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,593,159 | BOYAmt |
| EOY | $5,228,359 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,482 | BOYAmt |
| EOY | $628,502 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,941 | BOYAmt |
| EOY | $813,956 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,651 | BOYAmt |
| EOY | $156,526 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,452,074 | BOYAmt |
| EOY | $1,598,984 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,521,322 | BOYAmt |
| EOY | $2,839,130 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $619,763 | BOYAmt |
| EOY | $790,245 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,141,085 | BOYAmt |
| EOY | $3,629,375 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,593,159 | BOYAmt |
| EOY | $5,228,359 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$535,473 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,763 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,179,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,343,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,258,575 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,433,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,965,904 | CurrentTaxYearAmt |
| Total | $13,181,135 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,953,735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,324,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,862,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,809,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,067,737 | CurrentTaxYearAmt |
| Total | $24,017,865 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,133,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,667,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,120,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,243,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,033,641 | CurrentTaxYearAmt |
| Total | $37,199,000 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $37,199,000 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,551 | CurrentTaxYearAmt |
| Total | $407,683 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,551 | CurrentTaxYearAmt |
| Total | $407,683 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93 | CurrentTaxYearMinus4YearsAmt |
| Total | $93 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,242,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,696,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,226,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,328,090 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,113,192 | CurrentTaxYearAmt |
| Total | $37,606,776 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98920 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98920 | PublicSupportPY509Pct |
| Investment Income CY | 0.01080 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01080 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $438,883 | CurrentYearMinus3Amt |
| Current Year Minus2 | $497,983 | CurrentYearMinus2Amt |
| Total | $936,866 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,405,299 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $10,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $37,500 | CurrentYearMinus2Amt |
| Total | $47,500 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $109,721 | CurrentYearMinus3Amt |
| Current Year Minus2 | $124,496 | CurrentYearMinus2Amt |
| Total | $234,217 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $351,326 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $311,104 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,829 | DepreciationAmt |
| Book Value | $195,275 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $195,275 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| accrued expenses | $133,294 |
| CREDIT CARDS PAYABLE | $17,700 |
| payroll liabilities | $5,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $156,526 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,316,323 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $23,763 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $298,813 | OtherRevenueAmt |
| Revenue Not Reported | $322,576 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,993,747 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,993,747 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,789,551 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $260,331 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $260,331 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,529,220 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $8,529,220 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | IFN Income (FILES SEPARATE 990) $45051 Merger with NCTAF $39635 PUBLICATION EXP REPORTED AS COGS $196685 Reported as reduction of exp on 990 $17442 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | IFN expenses (FILES SEPARATE 990) $46204 PUBLICATION EXP REPORTED AS COGS $196685 Reported as income on audit $17442 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| FREDERICK BROWN | ||||
| DEPUTY EXECUTIVE DIRECTOR | $169,592 | $20,351 | $2,494 | $192,437 |
| MELINDA GEORGE | ||||
| DIRECTOR OF POLICY & PARTNERSHIPS | $161,142 | $21,986 | $17,058 | $200,186 |
| MICHAEL R LANHAM | ||||
| COO | $161,288 | $25,355 | $4,557 | $191,200 |
| STEPHANIE HIRSH | ||||
| EXECUTIVE DIRECTOR/CEO | $282,744 | $57,425 | $4,486 | $344,655 |
| TRACY CROW | ||||
| DIR OF COMMUNICATIONS | $119,660 | $27,559 | $15,338 | $162,557 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2018, Learning Forward received grant funds of $1,542,199, earned grant funds of $1,526,710 and has unearned grant funds of $757,372 as of June 30, 2018. Grants earned and released from restrictions by incurring expenses satisfying the restricted purposes included: a The Bill & Melinda Gates Foundation provided three grants totaling $802,227 to build awareness and understanding of the need for and solutions in professional learning redesign, convene a Community of Practice among leading school systems to support their professional development redesign and improvement efforts, and showcase innovative professional development at the 2017 annual conference. b The Learning First Alliance provided $25,000 to develop a video series supporting the importance of principals in schools in promoting the college and career readiness of students. The project is also being supported by the National Association of Elementary School Principals and the National Association of Secondary School Principals. 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 Startup:Education provided $40,000 to assist a team of teachers in Michigan develop a website and content to help instruct teachers how to more effectively use technology with students in the classroom. Learning Forward provided financial reporting and information dissemination support to Innovation Classroom the recipient of the grant. e The Houston Endowment provided $150,000 to support leadership teams from Galveston County area school systems develop professional learning systems that advance educator effectiveness, Participants tackle local problems of practice and develop the skills to engage in a community of practice to develop solutions. f American Express Philanthropy provided over $155,000 to work with the Arizona Department of Education to serve over 50 Principals and assistant principals in the Phoenix area. Principals engage in a professional development model that includes seminars as well as community of practice to identify and solve shared problems. Learning Forward also received grant funding from the Hewlett Foundation for general operations $150,000; the Schusterman Foundation for federal policy and advocacy $262,300; the Carnegie Corporation of New York Foundation for state level policy work $600,000 and the Hewlett Foundation for a research grant $50,000. 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 | 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 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| IMPACTING THE FUTURE NOW | ||||||||||
| 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 | false | NA | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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