LEARNING POLICY INSTITUTE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LEARNING POLICY INSTITUTE (EIN 47-2772048)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-29
IRS object ID
201712419349300971
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2017-08-29T22:15:38-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475525639PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tandem LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1446 Old County Road Suite 100-140AddressLine1Txt
CityPacificaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94044ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472772048EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Learning Policy InstituteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEARBusinessNameControlTxt
Phone6503329797PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11530 Page Mill Road No 200AddressLine1Txt
CityPalo AltoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP943041140ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJeff KumatakaPersonNm
Person TitleCFOPersonTitleTxt
Phone6503329733PhoneNum
Signature2017-08-24SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLynn HenleyPreparerPersonNm
PTINP00356034PTIN
Phone6503509805PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.169.104.38IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-24IPDt
IP Tm18:18:52IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAEC088AAD76BD20DC393F3FB442787510B848D72AtSubmissionCreationDeviceId
At Submission Filing Device IdAEC088AAD76BD20DC393F3FB442787510B848D72AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLinda Darling-HammondPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11530 Page Mill Road No 200AddressLine1Txt
CityPalo AltoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP943041140ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,787,828GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttps://learningpolicyinstitute.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2014FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionThe conduct of independent, high-quality research to improve learning for each and every child.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee47TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,275,000PYContributionsGrantsAmt
CY Contributions Grants$10,765,292CYContributionsGrantsAmt
PY Program Service Revenue$2,000PYProgramServiceRevenueAmt
CY Program Service Revenue$20,000CYProgramServiceRevenueAmt
PY Investment Income$416PYInvestmentIncomeAmt
CY Investment Income$2,536CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,277,416PYTotalRevenueAmt
CY Total Revenue$10,787,828CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,559,354PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,983,339CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$155,790CYTotalFundraisingExpenseAmt
PY Other Expenses$1,562,128PYOtherExpensesAmt
CY Other Expenses$2,571,596CYOtherExpensesAmt
PY Total Expenses$4,121,482PYTotalExpensesAmt
CY Total Expenses$7,554,935CYTotalExpensesAmt
PY Revenues Less Expenses$2,155,934PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,232,893CYRevenuesLessExpensesAmt
Total Assets BOY$2,620,992TotalAssetsBOYAmt
Total Assets EOY$6,160,684TotalAssetsEOYAmt
Total Liabilities BOY$465,058TotalLiabilitiesBOYAmt
Total Liabilities EOY$771,858TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,155,934NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,388,826NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,531,188ExpenseAmt
Revenue$20,000RevenueAmt
DescIn the area of Early Childhood Education, LPI conducted research and published and disseminated reports on: the key elements of high-quality early childhood education programs and how four states built high-quality early education systems at scale. The organization presented the findings of the first report at a convening co-hosted by Early Edge California and Policy Analysis for California Education. LPI organized a national forum in Washington, DC, featuring key experts and advocates to release and discuss the second report. In the area of Deeper Learning, LPI conducted research, and published and disseminated reports on: states' collaboration to redesign accountability systems to better support school improvement and students' acquisition of deeper learning skills; ways that policymakers and educators can leverage the federal Every Student Succeeds Act to improve educational opportunities and outcomes for all children; and productive approaches to teaching and assessing a broad range of academic and social emotional skills. In Educator Quality, LPI conducted and analyzed research on: national and regional trends in teacher supply and demand and strategies to mitigate those trends; the factors that influence teachers' decisions to enter, remain in, or leave the profession and evidence-based recommendations to address those factors; the teacher residency model; the relationship between teachers' experience and their effectiveness; indicators of the teacher shortage, and factors that influence teacher supply and demand in California and nationally. This work resulted in a series of reports and briefings, as well as an interactive map. In the area of Equitable Resources and Access, LPI convened a school-resourcing scholarship network which includes 30 leading scholars, policymaker member organizations, litigators, and civil rights groups. Members of that network met regularly to develop new and innovative ideas to make school financing more equitable. They also laid the groundwork for researchers to begin studying the costs, benefits, and effectiveness of various strategies to address students' learning needs.Desc
Total Program Service Expenses$6,531,188TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document30IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee47EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jeff KumatakaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6503329733PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11530 Page Mill Road Suite 200AddressLine1Txt
CityPalo AltoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Susan Sandler
Board Chair10.00Yes (X)Yes (X)$0$0$0
David Lyon
Board Treasurer5.00Yes (X)Yes (X)$0$0$0
Henry Louis Gates Jr
Director5.00Yes (X)$0$0$0
Kris D Gutierrez
Director5.00Yes (X)$0$0$0
Sherrilyn Ifill
Director5.00Yes (X)$0$0$0
David Rattray
Director5.00Yes (X)$0$0$0
Ted Sanders
Director5.00Yes (X)$0$0$0
Stephan Turnipseed
Director5.00Yes (X)$0$0$0
Linda Darling-Hammond
Director, Pres. & CEO26.00Yes (X)Yes (X)$243,811$0$42,658
Patrick Shields
Executive Director40.00Yes (X)$304,474$0$30,756
Peter Ross
Chief of Staff40.00Yes (X)$180,786$0$32,709
Jeff Kumataka
CFO40.00Yes (X)$185,054$0$46,057
Marjorie Wechsler
Principal Research Manager40.00$180,839$0$10,850Yes (X)
Charmaine Mercer
Director of DC Office40.00$168,896$0$34,156Yes (X)
Livia Lam
Senior Policy Advisor40.00$135,759$0$23,458Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,399,619TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$220,644TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Hatcher Group
4340 East West HighwayBethesdaMD20814Media/Website Support$173,386
Malish and Pagonis
PO Box 749415WashingtonDC20036Printing$144,169
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$10,765,292AllOtherContributionsAmt
Total Contributions$10,765,292TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSpeaking FeesDesc
Business812900BusinessCd
Total Revenue Column$20,000TotalRevenueColumnAmt
Related Or Exempt Func Income$20,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$20,000TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,536TotalRevenueColumnAmt
Exclusion$2,536ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,787,828TotalRevenueColumnAmt
Related Or Exempt Func Income$20,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,536ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,066,304TotalAmt
Program Services$920,967ProgramServicesAmt
Management And General$123,371ManagementAndGeneralAmt
Fundraising$21,966FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,074,334TotalAmt
Program Services$2,551,280ProgramServicesAmt
Management And General$439,612ManagementAndGeneralAmt
Fundraising$83,442FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$131,695TotalAmt
Program Services$108,043ProgramServicesAmt
Management And General$19,836ManagementAndGeneralAmt
Fundraising$3,816FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$444,294TotalAmt
Program Services$372,641ProgramServicesAmt
Management And General$60,286ManagementAndGeneralAmt
Fundraising$11,367FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$266,712TotalAmt
Program Services$223,501ProgramServicesAmt
Management And General$36,391ManagementAndGeneralAmt
Fundraising$6,820FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,448TotalAmt
Program Services$2,448ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,992TotalAmt
Program Services$15,915ProgramServicesAmt
Management And General$2,591ManagementAndGeneralAmt
Fundraising$486FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$905,456TotalAmt
Program Services$895,401ProgramServicesAmt
Management And General$9,283ManagementAndGeneralAmt
Fundraising$772FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$86,048TotalAmt
Program Services$78,842ProgramServicesAmt
Management And General$6,143ManagementAndGeneralAmt
Fundraising$1,063FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$41,313TotalAmt
Program Services$35,529ProgramServicesAmt
Management And General$4,774ManagementAndGeneralAmt
Fundraising$1,010FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$795,451TotalAmt
Program Services$666,574ProgramServicesAmt
Management And General$108,536ManagementAndGeneralAmt
Fundraising$20,341FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$407,817TotalAmt
Program Services$377,231ProgramServicesAmt
Management And General$30,586ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$33,520TotalAmt
Program Services$33,247ProgramServicesAmt
Management And General$273ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,619TotalAmt
Program Services$17,732ProgramServicesAmt
Management And General$2,383ManagementAndGeneralAmt
Fundraising$504FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$18,780TotalAmt
Program Services$15,738ProgramServicesAmt
Management And General$2,562ManagementAndGeneralAmt
Fundraising$480FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Website$81,890$70,425$9,463$2,002
Staff Development$48,068$45,665$2,403
Publications, Reference$37,108$36,366$742
Other Expenses$29,670$26,127$2,942$601

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$44,416TotalAmt
Program Services$37,516ProgramServicesAmt
Management And General$5,780ManagementAndGeneralAmt
Fundraising$1,120FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,554,935TotalAmt
Program Services$6,531,188ProgramServicesAmt
Management And General$867,957ManagementAndGeneralAmt
Fundraising$155,790FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$932,260BOYAmt
EOY$3,430,585EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,300,000BOYAmt
EOY$2,419,294EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$51,919BOYAmt
EOY$3,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$137,783BOYAmt
EOY$121,693EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$113,687LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$35,404LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$91,201BOYAmt
EOY$78,283EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$107,829BOYAmt
EOY$107,829EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,620,992BOYAmt
EOY$6,160,684EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$66,480BOYAmt
EOY$77,069EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
EOY$150,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$398,578BOYAmt
EOY$544,789EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$465,058BOYAmt
EOY$771,858EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,140,857BOYAmt
EOY$1,775,449EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,077BOYAmt
EOY$3,613,377EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,155,934BOYAmt
EOY$5,388,826EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,620,992BOYAmt
EOY$6,160,684EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,232,893ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$6,275,000CurrentTaxYearMinus1YearAmt
Current Tax Year$10,765,292CurrentTaxYearAmt
Total$17,040,292TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$6,275,000CurrentTaxYearMinus1YearAmt
Current Tax Year$10,765,292CurrentTaxYearAmt
Total$17,040,292TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$13,623,669SubstantialContributorsTotAmt
Public Support Total170$3,416,623PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$416CurrentTaxYearMinus1YearAmt
Current Tax Year$2,536CurrentTaxYearAmt
Total$2,952TotalAmt
FieldValueIRS element (for citing)
Total Support$17,043,244TotalSupportAmt
Gross Receipts Rltd Activities$22,000GrossReceiptsRltdActivitiesAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$31,805FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$31,805FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$7,554,936FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$7,586,741FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$529,337FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$132,334FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year$529,337CurrentYearAmt
Total$529,337TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$794,006LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$31,805CurrentYearAmt
Total$31,805TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year$132,334CurrentYearAmt
Total$132,334TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$198,501GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$94,460OtherCostOrOtherBasisAmt
Depreciation$30,918DepreciationAmt
Book Value$63,542BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,227OtherCostOrOtherBasisAmt
Depreciation$4,486DepreciationAmt
Book Value$14,741BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$78,283TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Accrued Expenses$356,303
Deferred Rent$188,486
FieldValueIRS element (for citing)
Total Liability$544,789TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,189,528TotalRevEtcAuditedFinclStmtAmt
Other Revenue-$3,598,300OtherRevenueAmt
Revenue Not Reported-$3,598,300RevenueNotReportedAmt
Revenue Subtotal$10,787,828RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,787,828TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,554,936TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$7,554,936ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,554,936TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 -3598300.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Linda Darling-Hammond
Director, Pres. & CEO$243,811$0$0$0$0$0$24,209$0$18,449$0$286,469$0$0$0
Patrick Shields
Executive Director$304,474$0$0$0$0$0$28,487$0$2,269$0$335,230$0$0$0
Peter Ross
Chief of Staff$180,786$0$0$0$0$0$18,417$0$14,292$0$213,495$0$0$0
Jeff Kumataka
CFO$185,054$0$0$0$0$0$18,900$0$27,157$0$231,111$0$0$0
Marjorie Wechsler
Principal Research Manager$180,839$0$0$0$0$0$10,850$0$0$0$191,689$0$0$0
Charmaine Mercer
Director of DC Office$168,896$0$0$0$0$0$10,134$0$24,022$0$203,052$0$0$0
Livia Lam
Senior Policy Advisor$135,759$0$0$0$0$0$8,146$0$15,312$0$159,217$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe 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 12cEach 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 15The 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 Board based upon the compensation earned by persons performing like services for like organizations.
Form 990, Part VI, Section C, line 19The 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 11gIT Support: Program service expenses 19475. Management and general expenses 3171. Fundraising expenses 594. Total expenses 23240. Other: Program service expenses 5839. Management and general expenses 951. Fundraising expenses 178. Total expenses 6968. Program Consultants: Program service expenses 617182. Management and general expenses 0. Fundraising expenses 0. Total expenses 617182. Communications Consultants: Program service expenses 252905. Management and general expenses 5161. Fundraising expenses 0. Total expenses 258066.
Form 990, Part XII, Line 2cThe process of the audit committee has not changed from the prior year.

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