2014-10-29T15:54:24-05:00 2014-06-30 462108854 KENDALL PREBOLA AND JONES LLC PO BOX 259 BEDFORD PA 155220259 990 2013-07-01 522085368 LEARNING FIRST ALLIANCE LEAR 7036475022 1680 DUKE STREET ALEXANDRIA VA 22314 CHERYL SCOTT WILLIAMS EXECUTIVE DIRECTOR 7036475022 2014-10-28 1 RICHARD M JONES CPA P00621721 8146231880 2014-10-28 X 2013 2015-11-30 17:44:51Z CHERYL SCOTT WILLIAMS 1680 DUKE STREET ALEXANDRIA VA 22314 340005 0 X WWW.LEARNINGFIRST.ORG X 1997 DC THE LEARNING FIRST ALLIANCE, A PARTNERSHIP OF LEADING EDUCATION ASSOCIATIONS REPRESENTING MORE THAN 10 MILLION MEMBERS, SUPPORTS IMPROVED STUDENT LEARNING IN AMERICA'S PUBLIC SCHOOLS BY ENGAGING INDIVIDUAL AND ORGANIZATIONAL EXPERTISE, LEADERSHIP, AND ADVOCACY EFFORTS. 14 14 3 40 0 0 346856 339030 1910 550 3308 425 0 0 352074 340005 0 0 0 0 279214 293991 0 0 8295 115893 126708 395107 420699 -43033 -80694 440788 368210 44068 52184 396720 316026 X THE LEARNING FIRST ALLIANCE, A PARTNERSHIP OF LEADING EDUCATION ASSOCIATIONS REPRESENTING MORE THAN 10 MILLION MEMBERS, SUPPORTS IMPROVED STUDENT LEARNING IN AMERICA'S PUBLIC SCHOOLS BY ENGAGING INDIVIDUAL AND ORGANIZATIONAL EXPERTISE, LEADERSHIP, AND ADVOCACY EFFORTS. THE 14 ORGANIZATIONS THAT CURRENTLY MAKE UP THE LFA MEMBERSHIP REPRESENT MILLIONS OF AMERICANS WHO WORK IN AND FOR PUBLIC SCHOOLS EVERY DAY, INCLUDING OUR NATION'S TEACHERS, PRINCIPALS, PARENTS, TEACHER EDUCATORS, SCHOOL BOARD MEMBERS, SCHOOL ADMINISTRATORS, SCHOOL COUNSELORS AND OTHER EDUCATION STAKEHOLDERS. LFA REPRESENTS A COMMITMENT BY ITS MEMBERS TO DELIVER COMMON MESSAGES TO THE EDUCATION SYSTEM AND BEYOND, ALIGN PRIORITIES, SHARE AND DISSEMINATE SUCCESS STORIES, ARTICULATE THE IMPORTANCE OF COLLABORATION AT EVERY LEVEL AND WORK TOWARDS LONG-TERM SYSTEM CHANGE BASED ON SOLID RESEARCH. 0 0 351254 550 OVERVIEW AND GOALSLFA IS AN UNPRECEDENTED PARTNERSHIP OF LEADING EDUCATION ORGANIZATIONS THAT HAVE COME TOGETHER TO IMPROVE STUDENT LEARNING IN AMERICA'S PUBLIC ELEMENTARY AND SECONDARY SCHOOLS. LFA LEVERAGES THE POWER OF ITS MEMBERS TO ELEVATE ALL AMERICAN PUBLIC SCHOOLS TO WORLD-CLASS STANDARDS AND TO PREPARE ALL STUDENTS FOR SUCCESSFUL LIVES AND ACTIVE CITIZENSHIP. THE 14 ORGANIZATIONS THAT CURRENTLY MAKE UP THE LFA MEMBERSHIP REPRESENT MILLIONS OF AMERICANS WHO WORK IN AND FOR PUBLIC SCHOOLS EVERY DAY, INCLUDING OUR NATION'S TEACHERS, PRINCIPALS, PARENTS, TEACHER EDUCATORS, SCHOOL BOARD MEMBERS, SCHOOL ADMINISTRATORS, SCHOOL COUNSELORS AND OTHER EDUCATION STAKEHOLDERS. LFA REPRESENTS A COMMITMENT BY ITS MEMBERS TO DELIVER COMMON MESSAGES TO THE EDUCATION SYSTEM AND BEYOND, ALIGN PRIORITIES, SHARE AND DISSEMINATE SUCCESS STORIES, ARTICULATE THE IMPORTANCE OF COLLABORATION AT EVERY LEVEL AND WORK TOWARDS LONG-TERM SYSTEM CHANGE BASED ON SOLID RESEARCH.IN FY2014, THE LEARNING FIRST ALLIANCE RECEIVED A GRANT TO ENGAGE A CONSULTANT TO HELP WITH STRATEGIC PLANNING AND OPERATIONALIZING STRATEGIC GOALS. AS A RESULT OF THIS WORK, THE BOARD ADOPTED THE FOLLOWING PRIORITIES: -ADVOCATE ON BEHALF OF PUBLIC EDUCATION.-SUPPORT COLLABORATIVE LEARNING FOR LFA LEADERSHIP.-LEAD COMMUNICATIONS INITIATIVE IN SUPPORT OF COMMON CORE STATE STANDARDS IMPLEMENTATION. 351254 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 7 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X THE CORPORATION 7036475022 1680 DUKE STREET ALEXANDRIA VA 22314 RICHARD BAGIN DIRECTOR 2.00 X 0 0 0 DANIEL DOMENECH DIRECTOR 2.00 X 0 0 0 GAIL CONNELLY PAST CHAIR 2.00 X X 0 0 0 SHARON ROBINSON CHAIR 2.00 X X 0 0 0 FRANCINE LAWRENCE DIRECTOR 2.00 X 0 0 0 RICHARD WONG DIRECTOR 2.00 X 0 0 0 BRIAN LEWIS DIRECTOR 2.00 X 0 0 0 STEPHANIE HIRSH SECRETARY TREASURER 2.00 X X 0 0 0 JOANN BARTOLETTI DIRECTOR 2.00 X 0 0 0 KIM ANDERSON DIRECTOR 2.00 X 0 0 0 TOM GENTZEL DIRECTOR 2.00 X 0 0 0 WILLIAM BUSHAW DIRECTOR 2.00 X 0 0 0 ANNE FOSTER DIRECTOR 2.00 X 0 0 0 KRISTEN AMUNDSON DIRECTOR 2.00 X 0 0 0 WILL WAIDELICH DIRECTOR 2.00 X 0 0 0 JOANNE DUNNE DIRECTOR 2.00 X 0 0 0 CHERYL SCOTT WILLIAMS EXECUTIVE DIRECTOR 40.00 X 109419 0 21651 109419 0 21651 1 0 0 0 0 322030 17000 339030 CONSULTING 900099 550 550 550 425 425 340005 550 0 425 X 134951 107961 20243 6747 116230 91470 24760 5820 4600 1151 69 19532 15436 3864 232 17458 13797 3454 207 12566 9970 2286 310 60743 60743 1939 1702 210 27 4928 3916 891 121 17315 13738 3150 427 10252 10244 7 1 12307 12183 109 15 412 327 75 10 2220 1761 404 55 POSTAGE AND TELEPHONE 2440 2072 324 44 PRINTING 901 790 98 13 BOOKS AND DUES 563 447 102 14 BANK SERVICE CHARGES 122 97 22 3 420699 351254 61150 8295 16475 39596 413078 318503 588 8830 8706 7683 7683 412 0 1405 1405 440788 368210 8432 15437 35636 36747 44068 52184 X 396720 316026 396720 316026 440788 368210 -80694 0 X 1 X 0 1 0 X 292647 352182 395061 346856 339030 1725776 667 798 6173 1910 550 10098 293314 352980 401234 348766 339580 1735874 0 0 0 1735874 1181 1478 1745 3308 425 8137 1181 1478 1745 3308 425 8137 294495 354458 402979 352074 340005 1744011 0.99530 0.98960 0.00470 0.01040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7683 7683 0 0 X PART X, LINE 2: IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED FASB ASC NO. 740-10 [FORMERLY INTERPRETATION NO. 48 (FIN 48)], ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH IS AN INTERPRETATION OF ASC 740'S (FORMERLY SFAS NO. 109), ACCOUNTING FOR INCOME TAXES. FASB ASC NO. 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH ASC 740'S AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC NO. 740-10 REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS HAVE A "MORE-LIKELY-THAN-NOT" PROBABILITY OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2014, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2014, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2010 THROUGH 2012 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF JUNE 30, 2014, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. NATIONAL SCHOOL BOARDS ASSOCIATION THE EXECUTIVE DIRECTOR OF THE NSBA IS A BOARD MEMBER OF LFA 17316 THE LEARNING FIRST ALLIANCE BEGAN THE RENTAL OF OFFICE SPACE FROM THE NATIONAL SCHOOL BOARDS ASSOCIATION ON MARCH 1, 2012. RENTAL EXPENSE TO THE NSBA FOR THE PERIOD ENDED JUNE 30, 2014 WAS $17,316. 0 FORM 990, PART VI, SECTION A, LINE 6 THE LEARNING FIRST ALLIANCE IS AN UNPRECEDENTED PARTNERSHIP OF 14 LEADING EDUCATION ASSOCIATIONS THAT HAVE COME TOGETHER TO IMPROVE STUDENT LEARNING IN AMERICA'S PUBLIC ELEMENTARY AND SECONDARY SCHOOLS. LFA LEVERAGES THE POWER OF ITS MEMBERS TO ELEVATE ALL AMERICAN PUBLIC SCHOOLS TO WORLD-CLASS STANDARDS, AND TO PREPARE ALL STUDENTS FOR SUCCESSFUL LIVES AND ACTIVE CITIZENSHIP. THE 14 MEMBER ORGANIZATIONS IN THE ALLIANCE REPRESENT MILLIONS OF AMERICANS WHO WORK IN AND FOR PUBLIC SCHOOLS EVERY DAY - INCLUDING OUR NATION'S TEACHERS, PRINCIPALS, PARENTS, TEACHER EDUCATORS, SCHOOL BOARD MEMBERS, SCHOOL ADMINISTRATORS, SCHOOL BUSINESS OFFICIALS, SCHOOL COUNSELORS AND OTHER SCHOOL STAFF. THE ALLIANCE REPRESENTS A SELF-INITIATED COMMITMENT BY ITS MEMBERS TO WORK IN CONCERT TO DELIVER COMMON MESSAGES TO ALL PARTS OF THE EDUCATION SYSTEM AND BEYOND, ALIGN PRIORITIES, SHARE AND DISSEMINATE SUCCESS STORIES, ARTICULATE THE IMPORTANCE OF COLLABORATION AT EVERY LEVEL, AND WORK TOWARDS LONG-TERM SYSTEM CHANGE BASED ON SOLID RESEARCH. FORM 990, PART VI, SECTION A, LINE 7A THE EXECUTIVE DIRECTOR AND EXECUTIVE COMMITTEE WILL MEET TO DISCUSS A PLAN FOR GROWTH FOR THE FORTHCOMING YEAR. MEMBERSHIP GROWTH WILL BE LIMITED TO 3-5 STRATEGICALLY RECOMMENDED ORGANIZATIONS PER YEAR. A LIST OF POTENTIAL NEW LFA MEMBERS WILL BE PRESENTED TO THE LFA BOARD OF DIRECTORS FOR DISCUSSION AND APPROVAL ON AN ANNUAL SCHEDULE DETERMINED BY THE EXECUTIVE DIRECTOR AND EXECUTIVE COMMITTEE. UPON BOARD APPROVAL, THE LFA EXECUTIVE DIRECTOR WILL APPROACH THE POTENTIAL MEMBER TO DETERMINE INTEREST IN BECOMING AN LFA MEMBER AND ABILITY TO PAY ORGANIZATIONAL DUES. ONCE INTEREST IN MEMBERSHIP IS DETERMINED, THE POTENTIAL NEW MEMBER WILL BE ASKED TO COMPLETE AN APPLICATION THAT INCLUDES INFORMATION THAT ADDRESSES LFA MEMBERSHIP CRITERIA. THE LFA BOARD WILL REVIEW THE MEMBERSHIP APPLICATION AND VOTE ON ADMITTING THE NEW MEMBER. SHOULD AN ORGANIZATION NOT PREVIOUSLY IDENTIFIED BY THE BOARD AND EXECUTIVE COMMITTEE AS A POTENTIAL MEMBER APPROACH LFA ABOUT JOINING, THE EXECUTIVE DIRECTOR WILL GATHER INFORMATION ON THE GROUP FROM PUBLICLY AVAILABLE SOURCES AND GET BOARD APPROVAL FOR PROVIDING A MEMBERSHIP APPLICATION FORM TO THE POTENTIAL MEMBER. ON SUBMISSION OF THE COMPLETED APPLICATION FORM THE LFA BOARD WILL VOTE ON ADMITTING THE ORGANIZATION TO THE MEMBERSHIP. UPON BOARD APPROVAL THE NEW MEMBER WILL BE PROVIDED A MEMBERSHIP INFORMATION PACKET AND BE INVITED TO ATTEND THE NEXT BOARD OF DIRECTORS MEETING. FIRST YEAR DUES FOR NEW MEMBERS WILL BE PRO-RATED TO ALIGN WITH REMAINING MONTHS IN THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11 AFTER APPROVAL BY THE LEARNING FIRST ALLIANCE (LFA) EXECUTIVE DIRECTOR, THE FORM 990 IS SUBMITTED TO THE LFA EXECUTIVE COMMITTEE FOR ITS APPROVAL. AFTER RECEIVING EXECUTIVE COMMITTEE APPROVAL, LFA'S FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EVERY LFA BOARD MEMBER SIGNS A FEDERAL FORM 990 BOARD MEMBER QUESTIONNAIRE AS WELL AS A STATEMENT AFFIRMING KNOWLEDGE OF THE LFA CONFLICT OF INTEREST POLICY AND ADHERENCE TO THAT POLICY. A COPY OF THE POLICY AND BOARD MEMBER FORM ARE ATTACHED. FORM 990, PART VI, SECTION B, LINE 15 THE LFA BOARD OF DIRECTORS HIRED EXECUTIVE SEARCH CONSULTANT, MICHAEL USDAN, TO DIRECT THE PROCESS FOR SELECTION OF THE NEW EXECUTIVE DIRECTOR. MR. USDAN HAS A LONG CAREER IN EDUCATION NONPROFIT AND COMPILED INFORMATION ON SALARY DATA FOR SMALL EDUCATION NONPROFITS OF SIMILAR BUDGET SIZE. EXECUTIVE DIRECTOR COMPENSATION LEVEL WAS DETERMINED BASED ON THE INFORMATION PROVIDED TO THE BOARD AND LFA SEARCH COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 LEARNING FIRST ALLIANCE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. IN ADDITION, LFA WILL MAINTAIN ITS FORM 990 IN GUIDESTARS DATABASE OF INFORMATION ON NON-PROFIT ORGANIZATIONS. FORM 990, PART IX, LINE 11G PROGRAM SERVICES CONSULTANT: PROGRAM SERVICE EXPENSES 38,716. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,716. STRATEGIC PLANNING CONSULTANT: PROGRAM SERVICE EXPENSES 12,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,000. PUBLIC RELATIONS CONSULTANT: PROGRAM SERVICE EXPENSES 10,027. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,027.