2019-05-15T12:34:30-07:00 2018-06-30 752514681 Marie V Kelly PC 2251 Vantage Street Suite 300 Dallas TX 75207 990 2017-07-01 310955962 LEARNING FORWARD LEAR 9724210900 17330 PRESTON ROAD DALLAS TX 75252 MICHAEL LANHAM COO 2019-05-15 true Marie Kelly P00167388 4698570011 2017 2019-02-21 02:37:17Z STEPHANIE HIRSH 9003640 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 26 300 46792 2433390 1965904 4079430 5433944 177541 151186 464411 442713 7154772 7993747 0 0 2489986 2794015 0 0 6026894 5735205 8516880 8529220 -1362108 -535473 5593159 5228359 1452074 1598984 4141085 3629375 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 2732297 3317568 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. 1993371 2116376 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. 1497844 1524140 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. 906589 832080 7130101 true true 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 26 true true true false false false false false false 0 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 17330 PRESTON ROAD STE 106D DALLAS TX 752526036 X VALERIA P BROWN Trustee 1.00 0.00 X 0 0 0 Shawn Joseph Trustee 1.00 0.00 X 0 0 0 SCOTT LAURENCE Trustee 1.00 0.00 X 0 0 0 E LEIGH WALL Trustee 1.00 0.00 X X 0 0 0 ALAN INGRAM President 1.00 0.00 X X 0 0 0 STEVE CARDWELL Trustee 1.00 0.00 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 282744 0 61911 FREDERICK BROWN DEPUTY EXECUTIVE DIRECTOR 40.00 0.00 X 169592 0 22845 TRACY CROW DIR OF COMMUNICATIONS 40.00 0.00 X 119660 0 42897 MICHAEL R LANHAM COO 40.00 0.00 X 161288 0 29912 MELINDA GEORGE DIRECTOR OF POLICY & PARTNERSHIPS 40.00 0.00 X 161142 0 39044 894426 196609 5 false true false JOELLEN KILLION 8 PRESTONWOOD CIRCLE LAKEWAY TX 78734 EDUCATIONAL CONSULT 147933 MARGARET KAY PSENCIK 20327 TIMBERLINE TRAIL CYPRESS TX 77433 EDUCATIONAL CONSULT 228712 NICK MORGAN 36 FAIRFIELD STREET NEWTON MA 02460 EDUCATIONAL CONSULT 127750 SUE CHEVALIER 6085 SAINT PAUL ROAD TROY MI 48098 EDUCATIONAL CONSULT 104480 Resources for Learning 300 Bowie Street 3104 Austin TX 78703 EDUCATIONAL CONSULT 119893 5 441764 1524140 1965904 CONFERENCES 1867362 1867362 CONSULTING 3317568 3317568 NETWORKS/LEARNING EXPER 249014 249014 5433944 73946 73946 0 5605 5605 0 890448 813208 77240 77240 77240 0 0 587001 196685 390316 390316 ADVERTISING 541800 46792 46792 46792 7993747 5903811 46792 77240 X 0 0 0 0 762068 647585 114483 0 1478136 1256080 222056 252411 147166 105245 146407 102270 44137 154993 131709 23284 0 22468 22468 0 0 0 0 2394787 2333845 60942 174797 174797 2632 2632 231252 231252 0 272048 272048 7440 7440 0 1032665 1032665 0 0 46120 46120 21292 21292 GRANT FUNDED EXPENSES 842064 842064 membership 243931 243931 ACADEMY EXPENSES 141485 141485 PUBLICATION DEVELOPMENT 103655 103655 198569 147646 50923 8529220 7130101 1399119 0 1129493 389718 0 0 504958 1135778 0 0 0 193733 198381 40137 55294 311104 115829 216089 195275 3464805 3242956 0 0 0 43944 10957 5593159 5228359 349482 628502 1018941 813956 83651 156526 1452074 1598984 X 3521322 2839130 619763 790245 4141085 3629375 5593159 5228359 -535473 23763 X false true X true false X 2179805 2343461 4258575 2433390 1965904 13181135 2953735 5324325 4862200 4809868 6067737 24017865 0 0 0 5133540 7667786 9120775 7243258 8033641 37199000 0 0 37199000 108974 28879 105447 84832 79551 407683 0 108974 28879 105447 84832 79551 407683 0 93 93 5242607 7696665 9226222 7328090 8113192 37606776 0.98920 0.98920 0.01080 0.01080 X false false false 438883 497983 936866 1405299 10000 37500 47500 109721 124496 234217 351326 311104 115829 195275 195275 accrued expenses 133294 CREDIT CARDS PAYABLE 17700 payroll liabilities 5532 156526 8316323 23763 298813 322576 7993747 7993747 8789551 260331 260331 8529220 8529220 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 X X X X true false false false false false false false false false FREDERICK BROWN DEPUTY EXECUTIVE DIRECTOR 169592 20351 2494 192437 MELINDA GEORGE DIRECTOR OF POLICY & PARTNERSHIPS 161142 21986 17058 200186 MICHAEL R LANHAM COO 161288 25355 4557 191200 STEPHANIE HIRSH EXECUTIVE DIRECTOR/CEO 282744 57425 4486 344655 TRACY CROW DIR OF COMMUNICATIONS 119660 27559 15338 162557 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. 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 NA false false false false false false false false false false false false false false false false false false false false