2018-11-15T22:44:07-06:00 2017-12-31 475525639 Tandem LLP 446 Old County Road Suite 100-140 Pacifica CA 94044 990 2017-01-01 472772048 Learning Policy Institute LEAR 6503329797 1530 Page Mill Road No 200 Palo Alto CA 943041140 Jeff Kumataka CFO 6503329733 2018-11-15 Lynn Henley P00356034 6503509805 67.169.104.38 2018-11-15 22:43:35 PS P 7E530C01EC0DBF1FFF79A5BAD1379F9D370DED1E B1F6754162BA34960FF6E5961467431CD3790A95 2017 2019-02-21 02:37:17Z Linda Darling-Hammond 1530 Page Mill Road No 200 Palo Alto CA 943041140 10336989 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 51 10 0 0 10765292 10302281 20000 29000 2536 5708 0 0 10787828 10336989 0 0 0 0 4983339 6228926 0 0 148238 2571596 3027455 7554935 9256381 3232893 1080608 6160684 7612803 771858 1143369 5388826 6469434 X The Learning Policy Institute conducts and communicates independent, high-quality research to improve education policy and practice. Working with policymakers, researchers, educators, community groups, and others, the Institute seeks to advance evidence-based policies that support 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 7929631 29000 In the area of Deeper Learning, LPI conducted and analyzed research and released studies related to: supporting students' social emotional learning; opportunities for school improvement and increasing equity in the federal Every Student Succeeds Act; and taking deeper learning to scale. LPI launched an effort to encourage using deeper learning to leverage equity in education and began a series of webinars on the topic. The organization also produced and disseminated a video on performance assessments in a local school district, showcasing how they work and their benefits. These resources were shared through a variety of channels including email, social media, traditional 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, specifically, as well as shortages of teachers of color; ways to mitigate teacher shortages; improving the effectiveness of school leadership; effective professional development for teachers; and the causes of teacher turnover and ways to prevent it. The studies were shared through a variety of channels, including email, traditional media, social media, and a variety of convenings. LPI also developed and disseminated an interactive resource that allowed users to calculate the cost of teacher turnover to individual schools and districts. In the area of Early Childhood Learning, LPI conducted and analyzed research and released studies related to California's early childhood education system and workforce, and disseminated that information through email, social media, traditional media, and a variety of convenings. In the area of Equitable Resources and Education, LPI conducted and analyzed research and released studies related to high-quality community schools as a school improvement strategy and accessible, high-quality public school options. The studies were shared through a variety of channels, including email, traditional media, social media, and a variety of convenings. The organization also worked with the National Conference of State Legislators to provide information on equitable school financing to a group of policy fellows. 7929631 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 40 0 1 51 1 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 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 Henry Louis Gates Jr Director 5.00 X 0 0 0 Kris D Gutierrez 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 Ted Sanders Director 5.00 X 0 0 0 Stephan Turnipseed Director 5.00 X 0 0 0 Linda Darling-Hammond Director, Pres. & CEO 40.00 X X 393424 0 46252 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 315225 0 26286 Jeff Kumataka CFO 40.00 X 191594 0 30357 Marjorie Wechsler Principal Research Manager 40.00 X 187567 0 10304 Charmaine Jackson Mercer Director of DC Office 40.00 X 151082 0 19194 Peter Ross Dir. Strategic Initiatives 40.00 X 183829 0 24673 DeAnna Duncan Grant Dir. of Development 40.00 X 167547 0 11465 Gretchen Wright Dir. Comms 40.00 X 154949 0 14334 1745217 0 182865 21 0 1 0 Dentons 1221 Avenue of the Americas New York NY 10020 Rent for Palo Alto office 637542 Bluewater Printing Services 4076 Knollglen Way San Jose CA 95118 Printing 393181 American Inst for Research 1000 Thomas Jefferson St NW Washington DC 20007 Conduct Survey 216859 Shorenstein Realty Services 235 Montgomery St 14th Floor San Francisco CA 94104 Rent for DC office 190505 Education Counsel LLP PO Box 11070 Columbia SC 29211 Strategy Consultant 161985 5 10302281 10302281 Speaking Fees 812900 29000 29000 29000 5708 5708 10336989 29000 0 5708 X 1003138 859355 127718 16065 3953892 3387167 503405 63320 1271896 1089591 161936 20369 1048870 898532 133541 16797 807994 692181 102873 12940 499517 427919 63598 8000 23460 20097 2987 376 Office Supplies & Equip 310780 266235 39568 4977 Professional Services 192273 164714 24480 3079 Telecommunications & We 81413 69743 10366 1304 Other Employee Expenses 59137 50661 7529 947 4011 3436 511 64 9256381 7929631 1178512 148238 3430585 4635452 2419294 2443988 3000 121693 1001 122212 58865 78283 63347 107829 469015 6160684 7612803 77069 171618 150000 544789 971751 771858 1143369 X 1775449 2426058 3613377 4043376 5388826 6469434 6160684 7612803 1080608 0 X X 0 1 X 1 0 X 6275000 10765292 10302281 27342573 6275000 10765292 10302281 27342573 20520482 6822091 416 2536 5708 8660 27351233 51000 X 0 5389 5389 9250992 9256381 612819 153205 0 0 529337 612819 1142156 1713234 31805 5389 37194 132334 153205 285539 428309 94460 47692 46768 27752 11173 16579 63347 Deposits 107829 Deferred compensation investments 361186 469015 Accrued Expenses 445067 Deferred Rent 165498 Deferred compensation liability 361186 971751 X 15209163 4872174 4872174 10336989 0 10336989 9256381 0 9256381 0 9256381 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. Part XI, Line 2d - Other Adjustments: Net Grants Included in Temporarily Restricted Assets 4872174. X X X X 0 0 0 0 0 0 0 0 0 Linda Darling-Hammond Director, Pres. & CEO 393424 0 0 0 0 0 35911 0 10341 0 439676 0 0 0 Patrick Shields Executive Director 315225 0 0 0 0 0 25035 0 1251 0 341511 0 0 0 Jeff Kumataka CFO 191594 0 0 0 0 0 16215 0 14142 0 221951 0 0 0 Marjorie Wechsler Principal Research Manager 187567 0 0 0 0 0 10304 0 0 0 197871 0 0 0 Charmaine Jackson Mercer Director of DC Office 151082 0 0 0 0 0 9295 0 9899 0 170276 0 0 0 Peter Ross Dir. Strategic Initiatives 183829 0 0 0 0 0 17175 0 7498 0 208502 0 0 0 DeAnna Duncan Grant Dir. of Development 167547 0 0 0 0 0 2982 0 8483 0 179012 0 0 0 Gretchen Wright Dir. Comms 154949 0 0 0 0 0 4751 0 9583 0 169283 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 Consulting fees: Program service expenses 898532. Management and general expenses 133541. Fundraising expenses 16797. Total expenses 1048870. Form 990, Part XII, Line 2c: The process of the audit committee has not changed from the prior year.