LEARNING FORWARD: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEARNING FORWARD (EIN 31-0955962)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202621349349306922
- Schema version
- 2024v5.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T13:45:23-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752514681 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIE V KELLY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2333 BEATRICE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310955962 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEARNING FORWARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAR | BusinessNameControlTxt |
| Phone | 9724210900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 E CAMPBELL RD STE 224 | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75081 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE FEASTER-SMITH | PersonNm |
| Person Title | VP, FINANCE | PersonTitleTxt |
| Phone | 9724210900 | PhoneNum |
| Signature | 2026-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE V KELLY | PreparerPersonNm |
| PTIN | P00167388 | PTIN |
| Phone | 4698570011 | PhoneNum |
| Preparation | 2026-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANNE FEASTER-SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 E CAMPBELL RD STE 224 | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,028,772 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | LEARNINGFORWARD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | LEARNING FORWARD SHOWS YOU HOW TO PLAN, IMPLEMENT, AND MEASURE HIGH-QUALITY PROFESSIONAL LEARNING SO YOU AND YOUR TEAM CAN ACHIEVE SUCCESS WITH YOUR SYSTEM, YOUR SCHOOL, AND YOUR STUDENTS.WE ARE THE ONLY PROFESSIONAL ASSOCIATION DEVOTED EXCLUSIVELY TO THOSE WHO WORK IN EDUCATOR PROFESSIONAL DEVELOPMENT. WE HELP OUR MEMBERS LEVERAGE THE POWER OF PROFESSIONAL LEARNING TO EFFECT POSITIVE AND LASTING CHANGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 310 | TotalVolunteersCnt |
| Total Gross UBI | $56,335 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,217,229 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,793,204 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,648,549 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,931,651 | CYProgramServiceRevenueAmt |
| PY Investment Income | $65,927 | PYInvestmentIncomeAmt |
| CY Investment Income | $78,150 | CYInvestmentIncomeAmt |
| PY Other Revenue | $255,330 | PYOtherRevenueAmt |
| CY Other Revenue | $172,187 | CYOtherRevenueAmt |
| PY Total Revenue | $8,187,035 | PYTotalRevenueAmt |
| CY Total Revenue | $9,975,192 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,580,876 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,651,988 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,092,507 | PYOtherExpensesAmt |
| CY Other Expenses | $4,801,424 | CYOtherExpensesAmt |
| PY Total Expenses | $8,673,383 | PYTotalExpensesAmt |
| CY Total Expenses | $8,453,412 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$486,348 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,521,780 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,433,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,689,822 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,058,551 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,663,769 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,375,309 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,026,053 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EVERY EDUCATOR ENGAGES IN EXEMPLARY PROFESSIONAL LEARNING SO EVERY STUDENT EXCELS.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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,318,386 | ExpenseAmt |
| Revenue | $3,210,713 | RevenueAmt |
| Desc | CONFERENCES, NETWORKS AND ONLINE/VIRTUAL LEARNING EXPERIENCES -, INSTITUTES, AND WEBINARS SUPPORT MEMBERS EFFORTS TO IMPROVE ORGANIZATIONAL EFFECTIVENESS, EDUCATOR COMPETENCY, AND STUDENT SUCCESS. LEARNING FORWARD'S 2024 ANNUAL CONFERENCE ATTRACTED 2,825 EDUCATORS WHO, OVER THE 4 DAYS OF THE CONFERENCE, ATTENDED OVER 250 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 WORK.ACADEMY - SINCE 1991, THERE HAVE BEEN 42 ACADEMY CLASSES WITH MORE THAN 1,800 ACADEMY GRADUATE MEMBERS. EACH CLASS HAS HELD 12-FACE-TO-FACE SESSIONS TOTALING 96 HOURS PER CLASS, EQUALING 3,936 HOURS OF PROFESSIONAL LEARNING WITHIN THE ACADEMY PROGRAM. EACH YEAR, A NEW ACADEMY CLASS GRADUATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,055,589 | ExpenseAmt |
| Revenue | $3,158,578 | RevenueAmt |
| Desc | - 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 EDUCATOR, IND STUDENTS. IN FY 2024. LEARNING FORWARD RECEIVED GRANT FUNDS OF $1,661,880 EARNED GRANT FUNDS OF $1,779,417 AND HAS UNEARNED GRANT FUNDS OF $695,615 AS OF JUNE 30, 2024. - A. THE CHARLES & LYNN SCHUSTERMAN FAMILY FOUNDATION PROVIDED A GRANT FOR FEDERAL POLICY AND ADVOCACY. - B. THE BILL AND MELINDA GATES FOUNDATION THROUGH THE COMMUNITIES FOUNDATION PROVIDED GRANTS TO IMPLEMENT A CONTINUOUS IMPROVEMENT FRAMEWORK ACROSS A NETWORK OF 10 NORTH TEXAS MIDDLE SCHOOLS. C. THE WALLACE FOUNDATION PROVIDED A GRANT TO LEARNING FORWARD 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. THE WALLACE FOUNDATION ALSO PROVIDED A GRANT TO LEARNING FORWARD TO MANAGE THE EQUITY-CENTERED PIPELINE INITIATIVE LEARNING COMMUNITY. LEARNING FORWARD IS RESPONSIBLE FOR DEVELOPING, IMPLEMENTING AND EVALUATING THREE PROFESSIONAL LEARNING CONVENINGS FOR THE EIGHT PARTICIPATING DISTRICTS DURING EACH YEAR OF THE GRANT. - E. THE CARNEGIE CORPORATION OF NEW YORK PROVIDED ANOTHER GRANT TO CONTINUE A CURRICULUM-BASED PROFESSIONAL LEARNING NETWORK TO IMPLEMENT THE NEWLY REVISED STANDARDS FOR PROFESSIONAL LEARNING. - F. THE BILL AND MELINDA GATES FOUNDATION PROVIDED TWO GRANTS TO SPONSOR AN ISSUE OF THE LEARNING PROFESSIONAL TO SPREAD NETWORKS FOR SCHOOL IMPROVEMENT WORK, LESSONS LEARNED, AND PUBLIC GOODS TO THE BROAD EDUCATION COMMUNITY. THE GATES FOUNDATION PROVIDED A GRANT TO LAUNCH AN IMPROVEMENT NETWORK THAT WILL INCREASE EQUITABLE STUDENT OUTCOMES AND POSITIVELY AFFECT THE TEACHING AND LEARNING OF MIDDLE SCHOOL MATHEMATICS USING CURRICULUM-BASED PROFESSIONAL LEARNING IN TEXAS AND NEW YORK. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,415,566 | ExpenseAmt |
| Revenue | $2,720,938 | RevenueAmt |
| Desc | LEARNING FORWARD CONSULTANTS SPENT OVER 165 DAYS IN FY25, SUPPORTING 32 CLIENTS FROM 22 STATES, TERRITORIES, AND REGIONAL EDUCATION ASSOCIATIONS, 1 UNIVERSITY, 8 EDUCATIONAL SUPPORT ORGANIZATIONS, AND 20 UNIQUE SCHOOL SYSTEMS. IN ADDITION, LEARNING FORWARD ASSISTED 15 SCHOOL SYSTEMS AND REGIONAL EDUCATION CENTERS IN EVALUATING THE QUALITY OF THEIR PROFESSIONAL LEARNING BY ADMINISTERING THE STANDARDS ASSESSMENT INVENTORY IN 333 SCHOOLS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $684,911 | ExpenseAmt |
| Revenue | $846,189 | RevenueAmt |
| Desc | PUBLICATIONS: PUBLICATIONS INCREASE THE KNOWLEDGE OF EDUCATORS ON ISSUES RELEVANT TO IMPROVING PROFESSIONAL LEARNING, ACCELERATING SCHOOL IMPROVEMENT, AND ELEVATING ORGANIZATIONAL EFFECTIVENESS. LEARNING FORWARD PUBLISHES THE LEARNING PROFESSIONAL, THE LEARNING FORWARD JOURNAL, SIX TIMES EACH YEAR BOTH IN PRINT AND ONLINE.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 FORWARD'S VALUE AS A LEADER IN IMPROVING STUDENT ACHIEVEMENT HAS ALLOWED IT TO MAINTAIN A GROWING NUMBER OF PAID MEMBERSHIPS THAT NOW EXCEEDS 20,000 MEMBERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $684,911 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $846,189 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,474,452 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 30 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE FEASTER-SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8007277288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 E CAMPBELL RD SUITE 224 | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75081 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JAIME AQUINO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUE SARBER | ||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SEGUN EUBANKS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK ELGART | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA CHEN | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENISE AUGUSTINE | ||||||
| PRESIDENT ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NADER TWAL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VIVIAN MIHALAKIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL FLEMING | ||||||
| CHIEF LEARNING OFFICER | 40.00 | $145,512 | $0 | $0 | Yes (X) | |
| FRED BROWN | ||||||
| CEO | 40.00 | $247,083 | $0 | $0 | Yes (X) | |
| ANNE FEASTER-SMITH | ||||||
| VP FINANCE | 40.00 | $115,426 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $508,021 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFS EASTSIDE ATRIUM | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 PRESTON RD 1000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SUPPORT | ServicesDesc |
| Compensation | $103,235 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $634,626 | MembershipDuesAmt |
| All Other Contributions | $3,158,578 | AllOtherContributionsAmt |
| Total Contributions | $3,793,204 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCES | 611710 | $3,021,043 | $3,021,043 |
| CONSULTING | 611710 | $2,720,938 | $2,720,938 |
| NETWORKS/LEARNING EXPE | 611710 | $189,670 | $189,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,931,651 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,167 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,167 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,543 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,543 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,188 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $14,205 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,188 | SecuritiesAmt |
| Other | -$14,205 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,983 | TotalRevenueColumnAmt |
| Exclusion | $3,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $153,684 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $39,375 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,309 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $114,309 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $56,335 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $56,335 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $56,335 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,975,192 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,121,670 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $56,335 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,651,988 | TotalAmt |
| Program Services | $2,389,492 | ProgramServicesAmt |
| Management And General | $1,262,496 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974,436 | TotalAmt |
| Program Services | $934,971 | ProgramServicesAmt |
| Management And General | $39,465 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $851,704 | TotalAmt |
| Program Services | $374,733 | ProgramServicesAmt |
| Management And General | $476,971 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,505,752 | TotalAmt |
| Program Services | $2,395,856 | ProgramServicesAmt |
| Management And General | $109,896 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,522 | TotalAmt |
| Management And General | $8,522 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,020 | TotalAmt |
| Management And General | $65,020 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRINTING AND PUBLICATIO | $379,400 | $379,400 | |
| INVESTMENT ACCOUNT FEES | $11,132 | $11,132 | |
| BAD DEBT EXPENSE | $5,458 | $5,458 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,453,412 | TotalAmt |
| Program Services | $6,474,452 | ProgramServicesAmt |
| Management And General | $1,978,960 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,844,179 | BOYAmt |
| EOY | $1,140,437 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,476,796 | BOYAmt |
| EOY | $3,220,860 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,304 | BOYAmt |
| EOY | $166,445 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,548 | BOYAmt |
| EOY | $116,720 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $446,829 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $265,588 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,456 | BOYAmt |
| EOY | $181,241 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,324,525 | BOYAmt |
| EOY | $1,611,033 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,143 | BOYAmt |
| EOY | $241,174 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,909 | BOYAmt |
| EOY | $11,912 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,433,860 | BOYAmt |
| EOY | $6,689,822 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,827 | BOYAmt |
| EOY | $115,211 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,482,264 | BOYAmt |
| EOY | $1,193,932 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $468,460 | BOYAmt |
| EOY | $354,626 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,058,551 | BOYAmt |
| EOY | $1,663,769 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,479,692 | BOYAmt |
| EOY | $2,698,792 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,617 | BOYAmt |
| EOY | $2,327,261 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,375,309 | BOYAmt |
| EOY | $5,026,053 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,433,860 | BOYAmt |
| EOY | $6,689,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,521,780 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $128,964 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,317,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $676,051 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,451,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,218,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,793,204 | CurrentTaxYearAmt |
| Total | $13,456,825 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,077,209 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,239,101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,799,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,958,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,085,336 | CurrentTaxYearAmt |
| Total | $26,159,711 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,395,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,915,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,250,573 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,177,122 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,878,540 | CurrentTaxYearAmt |
| Total | $39,616,536 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $39,616,536 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,898 | CurrentTaxYearAmt |
| Total | $388,820 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,898 | CurrentTaxYearAmt |
| Total | $388,820 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $63,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,335 | CurrentTaxYearAmt |
| Total | $225,688 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,425,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,067,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,403,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,306,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,028,773 | CurrentTaxYearAmt |
| Total | $40,231,044 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98470 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98610 | PublicSupportPY509Pct |
| Investment Income CY | 0.00970 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00950 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $581,773 | CurrentYearMinus2Amt |
| Current Year Minus1 | $583,669 | CurrentYearMinus1Amt |
| Total | $1,165,442 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,748,163 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $72,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $72,000 | CurrentYearMinus1Amt |
| Total | $144,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $145,443 | CurrentYearMinus2Amt |
| Current Year Minus1 | $145,917 | CurrentYearMinus1Amt |
| Total | $291,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $437,040 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $446,829 | OtherCostOrOtherBasisAmt |
| Depreciation | $265,588 | DepreciationAmt |
| Book Value | $181,241 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $181,241 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED EXPENSES | $83,109 |
| OPERATING LEASE LIABILITY | $271,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $354,626 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $10,216,714 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $128,964 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $112,557 | OtherRevenueAmt |
| Revenue Not Reported | $241,521 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,975,193 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,975,193 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,524,533 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $71,121 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $71,121 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,453,412 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,453,412 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LFF INCOME FILES SEPARATE 990 70,109. INVESTMENT EXPENSE REPORT IN EXPENSE. -11,132. PUBLICATION EXP REPORTED AS COGS 39,375. LOSS ON SALE OF ASSETS 14,205. INTEREST EXPENSE REPORT IN EXPENSE. BAD DEBT EXPENSE REPORT IN EXPENSE. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LFF EXPENSES FILES SEPARATE 990 56,858. INVESTMENT EXPENSE REPORT IN EXPENSE -11,132. PUBLICATION EXP REPORTED AS COGS 39,375. INTEREST EXPENSE REPORT IN EXPENSE -8,522. BAD DEBT EXPENSE REPORT IN EXPENSE -5,458. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED BROWN | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $247,083 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $247,083 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| TOTAL NUMBER OF VOLUNTEERS | OVER 310 VOLUNTEERS WORKED OVER 1,560 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. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. MEMBERSHIP IS OPEN TO THE PUBLIC FOR A YEARLY MEMBERSHIP FEE. |
| FORM 990, PART VI, SECTION A, LINE 7A | VOTING MEMBERS ELECT THE BOARD OF TRUSTEES, AND THE BOARD MAY APPOINT TWO ADDITIONAL MEMBERS |
| FORM 990, PART VI, SECTION B, LINE 11B | COPY OF 990 IS AVAILABLE TO ALL BOARD MEMBERS. STATUS OF 990 FILING IS REPORTED TO BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST STATEMENT OF AGREEMENT FORMS ARE SIGNED ANNUALLY BY THE BOARD OF TRUSTEES AND EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, LINE 15A - COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MANAGEMENT AN INDEPENDENT FIRM IS HIRED TO COMPLETE A COMPENSATION STUDY OF THE EMPLOYEES, WHEN ELIGIBLE FOR REVIEW. THE BOARD OF TRUSTEES ACTS IN ACCORDANCE WITH THE RECOMMENDATIONS FOR CHANGES IN COMPENSATION AS PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, LINE 15B - COMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS & KEY EMPLOYEES AN INDEPENDENT FIRM IS HIRED TO COMPLETE A COMPENSATION STUDY OF THE OFFICERS AND KEY EMPLOYEES WHEN ELIGIBLE FOR REVIEW. THE BOARD OF TRUSTEES ACTS IN ACCORDANCE WITH THE RECOMMENDATIONS FOR CHANGES IN COMPENSATION AS PART OF THE ANNUAL BUDGET PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 934,971. MANAGEMENT AND GENERAL EXPENSES 39,465. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 974,436. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEARNING FORWARD FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 504 S LOCUST STREET | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311139817 | EIN |
| Primary Activities | EDUCATIONAL | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501 C 3 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments