2016-06-06T00:24:16-05:00 2015-12-31 475525639 Tandem LLP 446 Old County Road Suite 100-140 Pacifica CA 94044 990 2015-01-01 472772048 Learning Policy Institute LEAR 6503329797 1530 Page Mill Road No 200 Palo Alto CA 943041140 Jeff Kumataka CFO 6503329733 2016-06-06 Lynn Henley P00356034 6503509805 2015 2016-09-27 15:27:22Z X Linda Darling-Hammond 1530 Page Mill Road No 200 Palo Alto CA 943041140 6277416 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 31 0 0 0 6275000 2000 416 0 6277416 0 0 2559354 0 66169 1562128 4121482 2155934 2620992 465058 2155934 X Learning Policy Institute conducts and disseminates the results of its independent, high-quality research to inform education policies and improve learning for each and every child. As a national nonprofit and nonpartisan organization, the Institute connects policymakers at the local, state and federal levels with the evidence, ideas, and actions needed to strengthen the pre-k to grade 12 education system and address the complex realities facing public schools and their communities. Working with policymakers, researchers, educators, community groups, and others who care about improving public schools, the Institute advances evidence-based policies that support empowering and equitable learning for all students. 0 0 2902108 2000 The Learning Policy Institute (LPI) had its public launch in September of 2015. Below are highlights of our work and accomplishments:Educator quality:In September and October, LPI and its partner, EdSource, commissioned The Field Poll to conduct a survey of voters in California about the emerging teacher shortage. On November 17, LPI and EdSource released the results, documenting public views about solutions to the problem. Results were discussed in a teleconference briefing, attended by nearly 170 members of the press, researchers, advocates, school districts, and education stakeholder groups. (Finding are are also available on our Web site.)LPI completed an analysis of teacher supply and demand in California and is working on an analysis of teacher supply and demand nationally. The California research resulted in a report issued in early January of 2016. The national analysis of teacher supply and demand will provide projections of teacher shortages using the most recent national data, with research-based recommendations for addressing the shortages. Early childhood education:In 2015, LPI's Early Childhood Education (ECE) team developed and began research on its core research project: case studies of promising state programs in early childhood learning. The case studies in four states-Washington, Michigan, West Virginia, and North Carolina-detail the design and implementation of the states' preschool programs and will draw lessons for other states interested in improving or expanding their programs. Although the reports themselves will not be published until June of 2016, our researchers prepared a brief outlining best practices from the four states, and a summary of research based features of high quality early childhood programs to inform policymakers. Deeper learning:In November, the Learning Policy Institute and Jobs for the Future held a timely discussion in Washington, D.C. on how U.S. schools can provide a more equitable and empowering education for all young people, not just the elite few who typically have access to what is often called 21st century learning or "deeper learning." The event featured a discussion of key research findings and recommendations in two reports released by Jobs for the Future. LPI has been conducting a study of teacher preparation to support deeper learning for students and has been working to support the development of the California Performance Assessment Collaborative (CPAC) that is working to launch an official statewide pilot to inform state policymakers about the supports and conditions needed to broadly implement high-quality graduation performance assessments that are authentic measures of college, career, and civic readiness. 2902108 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 15 0 1 31 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 0 0 1 0 0 CA DC X Jeff Kumataka 6503329733 1530 Page Mill Road Suite 200 Palo Alto CA 94304 Susan Sandler Board Chair 5.00 X 0 0 0 David Lyon Board Treasurer 2.00 X 0 0 0 Henry Louis Gates Jr Director 2.00 X 0 0 0 Kris D Gutierrez Director 2.00 X 0 0 0 Sherrilyn Ifill Director 2.00 X 0 0 0 David Rattray Director 2.00 X 0 0 0 Ted Sanders Director 2.00 X 0 0 0 Stephan Turnipseed Director 2.00 X 0 0 0 Linda Darling-Hammond Director, Pres. & CEO 26.00 X X 176250 0 17625 Patrick Shields Executive Director 40.00 X 144011 0 15508 Peter Ross Chief of Staff 40.00 X 145456 0 26774 Jeff Kumataka CFO 40.00 X 126599 0 30081 Edwin Hausser Director of Communications 40.00 X 125953 0 17548 Charmaine Mercer Director of DC Office 40.00 X 133268 0 26450 Lisa Molyneux Sr. Researcher 40.00 X 118794 0 9411 970331 0 143397 7 0 1 0 Hattaway 1717 Rhode Isalnd Ave Washington DC 20036 Communications Consulting 115766 1 6275000 6275000 Speaking Fees 812900 2000 2000 2000 416 416 6277416 2000 0 416 682304 480409 190908 10987 1517307 1058553 424996 33758 47475 32819 13312 1344 166593 116484 46650 3459 145675 101894 40791 2990 675 675 14915 14915 385134 210663 174179 292 16662 13333 3097 232 110326 33578 76157 591 648140 517499 121526 9115 107369 107369 91500 80450 10295 755 14786 10411 4137 238 9259 7393 1736 130 Furn/Equip <$2,500 132586 105862 24860 1864 Other Expenses 20468 15354 4700 414 Publications, Reference 10308 10037 271 4121482 2902108 1153205 66169 932260 1300000 51919 137783 105987 14786 0 91201 0 107829 0 2620992 66480 0 398578 0 465058 X 2140857 15077 0 2155934 0 2620992 2155934 0 X X 0 1 X 1 0 X 6275000 6275000 6275000 6275000 5702968 572032 416 416 6275416 2000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 4121482 4121482 356074 89019 0 0 86760 14145 72615 19227 641 18586 91201 Accrued Expenses 211531 Deferred Rent 187047 398578 X 6312339 34923 34923 6277416 0 6277416 4086559 -34923 -34923 4121482 0 4121482 Part X, Line 2: The Institute is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. The Institute has submitted applications for exemption to the State of California and the District of Columbia. 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 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 reclassification as a private foundation. The Institute's management believes that it will achieve the IRS's required criteria and will be able to maintain its classification as a publicly supported charity under IRC Section 509(a)(1). Part XI, Line 2d - Other Adjustments: Net Assets Released From Restriction 34923. Part XII, Line 2d - Other Adjustments: Net Assets Released From Restriction -34923. X X X X 0 0 0 0 0 0 0 0 0 Linda Darling-Hammond Director, Pres. & CEO 176250 0 0 0 0 0 17625 0 0 0 193875 0 0 0 Patrick Shields Executive Director 144011 0 0 0 0 0 14602 0 906 0 159519 0 0 0 Peter Ross Chief of Staff 145456 0 0 0 0 0 15638 0 11136 0 172230 0 0 0 Jeff Kumataka CFO 126599 0 0 0 0 0 13361 0 16720 0 156680 0 0 0 Charmaine Mercer Director of DC Office 133268 0 0 0 0 0 8454 0 17996 0 159718 0 0 0 Form 990, Part VI, Section B, line 11 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. Although the Institute did not have a whistleblower or document retention policy in place by the end of the 2015 year, both policies were adopted by the Board in 2016. Form 990, Part VI, Section B, line 15a 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 Board based upon the compensation earned by persons performing like services for like organizations. Form 990, Part VI, Section C, line 19 The Institute makes its governing documents, conflict of interest policy, and financial statements available upon request. Form 990, Part XII, Line 2c The Organization began operations in 2015. The process used by the audit committee was established in 2015.