2017-04-18T11:50:22-07:00 2016-06-30 MARIE V KELLY PC 2251 Vantage Street Suite 300 DALLAS TX 75207 990 2015-07-01 310955962 LEARNING FORWARD LEAR 9724210900 17330 PRESTON ROAD DALLAS TX 75252 STEPHANIE HIRSH Executive Director 2017-04-18 true MARIE KELLY P00167388 4698570011 2015 2021-01-29 14:40:06Z STEPHANIE HIRSH 9294306 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. 8 8 25 4000 100773 2343461 4258575 4603462 4005449 305757 113558 400584 512842 7653264 8890424 0 0 2316432 2134215 0 0 4966467 6363866 7282899 8498081 370365 392343 6529382 6362860 1450636 1042462 5078746 5320398 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 development. Our mission: Learning Forward builds the capacity of leaders to establish and sustain highly effective professional learning. Our Vision: Excellent 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 3009641 3725983 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 2016, Learning Forward received grant funds of $3,725,983, earned grant funds of $3,129,095 and has unearned grant funds of $1,442,213 as of June 30, 2016. Grants earned and released from restrictions by incurring expenses satisfying the restricted purposes included: a) The Bill & Melinda Gates Foundation provided two grants totaling $3,190,983 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 2015 annual conference. b) The Learning First Alliance provided $15,000 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 $150,000 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 $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. 2149057 2390855 CONFERENCES, NETWORKS AND LEARNING EXPERIENCES - Conferences, Institutes, and E-Learning support members efforts to improve organizational effectiveness, educator competency, and student success. Learning Forwards 2016 Annual Conference attracted 3,345 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 2016 institutes were offered during July 2016 and attracted a total of 253 educators who engaged in intensive learning experiences. Learning Forwards E-Learning courses offered a self-paced, on-line experience through two courses to 185 registrants during 2016. ACADEMY Since 1991 there have been 33 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. 1196227 1614594 CONSULTING - Learning Forward senior consultants spent 523 days in the field in FY16, working with clients that included 8 state departments of education, 5 state or regional education associations, 7 educational support organizations, and 24 school systems. In addition, Learning Forward assisted 40 school systems in evaluating the quality of their professional learning by administering the Standards Assessment Inventory in 824 schools. Two states used the SAI for statewide assessment and one other state assessed over 134 schools. 574915 1389343 6929840 true true false true false false false false false false true false false false false 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 false true 82 0 true 25 true true true false false false false false false 0 false false false false false false false false false false X 8 8 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 DEBORAH JACKSON PAST PRESIDENT 1.00 0.00 X X 0 0 0 JOHN EYOLFSON President 1.00 0.00 X X 0 0 0 SCOTT LAURENCE PRESIDENT-ELECT 1.00 0.00 X X 0 0 0 JANET SAMUELS Trustee 1.00 0.00 X 0 0 0 ALAN INGRAM Trustee 1.00 0.00 X 0 0 0 OLIVIA ZEPEDA Trustee 1.00 0.00 X 0 0 0 E LEIGH WALL Trustee 1.00 0.00 X 0 0 0 STEVE CARDWELL Trustee 1.00 0.00 X 0 0 0 STEPHANIE HIRSH EXECUTIVE DIRECTOR/CEO 40.00 0.00 X 265220 0 39783 FREDERICK BROWN DEPUTY EXECUTIVE DIRECTOR 40.00 0.00 X 135814 0 20372 TRACY CROW DIR OF COMMUNICATIONS 40.00 0.00 X 122911 0 18436 MICHAEL R LANHAM COO 40.00 0.00 X 99020 0 14853 622965 93444 3 false true false JOELLEN KILLION 8 PRESTONWOOD CIRCLE LAKEWAY TX 78734 EDUCATIONAL CONSULT 228156 MARGARET KAY PSENCIK 20327 TIMBERLINE TRAIL CYPRESS TX 77433 EDUCATIONAL CONSULT 249650 CHRIS BRYAN 2673 WEST 119TH AVENUE WESTMINSTER CO 80234 EDUCATIONAL CONSULT 67803 LEE ARNAU 835 VIRGIL STREET ATLANTA GA 30307 EDUCATIONAL CONSULT 102000 SUE CHEVALIER 3114 VINSETTA BLVD ROYAL OAK MI 48073 EDUCATION CONSULT 98307 3 532592 3725983 4258575 CONFERENCES 2059933 2059933 CONSULTING 1614594 1614594 NETWORKS/LEARNING EXPER 330922 330922 4005449 97813 97813 0 7634 7634 0 71706 55961 15745 15745 15745 0 0 752356 347921 404435 404435 ADVERTISING 541800 100773 100773 100773 8890424 4515331 100773 15745 X 0 0 0 0 716409 482870 233539 0 1056627 712182 344445 133341 89874 43467 98266 66233 32033 129572 87333 42239 0 14213 14213 0 37500 37500 0 0 1070596 998176 72420 174583 174583 0 146517 146517 0 289784 289784 52392 52392 0 1198673 1198673 0 0 24474 24474 17636 17636 GRANT FUNDED EXPENSES 2604984 2604984 JSD PUBLICATION COSTS 233473 233473 ACADEMY EXPENSES 158441 158441 NETWORKS/LEARNING EXPERIENCES 129543 129543 211057 168058 42999 8498081 6929840 1568241 0 1455961 1456392 0 0 534845 329758 0 0 0 268034 220034 37629 230476 300906 66846 35100 234060 4189200 3881184 0 0 0 8613 10956 6529382 6362860 590048 424923 860588 617539 1450636 1042462 X 4246988 3874165 831758 1446233 5078746 5320398 6529382 6362860 392343 -150691 X false true X true false X 2834458 2697002 2179805 2343461 4258575 14313301 4649712 2839096 2953735 5324325 4862200 20629068 0 0 0 7484170 5536098 5133540 7667786 9120775 34942369 0 0 34942369 175117 161964 108974 28879 474934 0 175117 161964 108974 28879 474934 0 93 93 7659287 5698062 5242607 7696665 9120775 35417396 0.98660 0.97900 0.01340 0.02100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 37500 37500 6922150 6959650 497983 124496 false 560841 382254 438883 497983 1879961 2819942 17094 20271 10000 37500 84865 140210 95564 109721 124496 469991 704987 9000 11000 20000 300906 66846 234060 234060 9345549 150967 -43763 107204 9238345 -347921 -347921 8890424 8871845 25843 25843 8846002 -347921 -347921 8498081 Part XII, Line 2d: Other expenses and losses per audited F/S EXPS OF IFN (FILES SEPARATE 990) $25843 X X X X true false false false false false false false false false FREDERICK BROWN DEPUTY EXECUTIVE DIRECTOR 135814 16298 4074 156186 STEPHANIE HIRSH EXECUTIVE DIRECTOR/CEO 265220 31826 7957 305003 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 2016, Learning Forward received grant funds of $3,725,983, earned grant funds of $3,129,095 and has unearned grant funds of $1,442,213 as of June 30, 2016. Grants earned and released from restrictions by incurring expenses satisfying the restricted purposes included: a) The Bill & Melinda Gates Foundation provided two grants totaling $3,190,983 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 2015 annual conference. b) The Learning First Alliance provided $15,000 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 $150,000 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 $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. 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 steady number of paid memberships that continue in the 7,000 to 9,000 member range year to year. 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 two years an independent firm is hired to complete a compensation study. The Board of Trustees act inaccordance with the recommendations for changes in compensation. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Every two years an independent firm is hired to complete a compensation study. The Board of Trustees act inaccordance with the recommendations for changes in compensation. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Governing documents, policies and financial statements are available up 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 DRIVE 1104 ARLINGTON VA 22202 263171800 EDUCATIONAL VA 501 (C) (3) N/A false false false false false false false false false false false false false false false false false false false false