2026-05-14T13:45:23-05:00 2025-06-30 752514681 MARIE V KELLY PLLC 2333 BEATRICE STREET DALLAS TX 75208 990 2024-07-01 310955962 LEARNING FORWARD LEAR 9724210900 800 E CAMPBELL RD STE 224 RICHARDSON TX 75081 ANNE FEASTER-SMITH VP, FINANCE 9724210900 2026-04-30 1 0 MARIE V KELLY P00167388 4698570011 2026-04-29 2024 2025-03-06 01:10:19Z ANNE FEASTER-SMITH 800 E CAMPBELL RD STE 224 RICHARDSON TX 75081 10028772 0 X LEARNINGFORWARD.ORG X 1978 OH 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. 7 7 30 310 56335 0 2217229 3793204 5648549 5931651 65927 78150 255330 172187 8187035 9975192 0 0 0 0 3580876 3651988 0 0 0 5092507 4801424 8673383 8453412 -486348 1521780 5433860 6689822 2058551 1663769 3375309 5026053 X 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. 0 0 2318386 3210713 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. 2055589 3158578 - 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. 1415566 2720938 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. 684911 846189 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. 684911 846189 6474452 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 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 1 0 0 0 1 72 0 30 0 1 1 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X ANNE FEASTER-SMITH 8007277288 800 E CAMPBELL RD SUITE 224 RICHARDSON TX 75081 JAIME AQUINO TRUSTEE 1.00 X 0 0 0 SUE SARBER PAST PRESIDENT 1.00 X 0 0 0 SEGUN EUBANKS TRUSTEE 1.00 X 0 0 0 MARK ELGART TRUSTEE 1.00 X 0 0 0 LINDA CHEN PRESIDENT 1.00 X 0 0 0 DENISE AUGUSTINE PRESIDENT ELECT 1.00 X 0 0 0 NADER TWAL TRUSTEE 1.00 X 0 0 0 VIVIAN MIHALAKIS TRUSTEE 1.00 X 0 0 0 PAUL FLEMING CHIEF LEARNING OFFICER 40.00 X 145512 0 0 FRED BROWN CEO 40.00 X 247083 0 0 ANNE FEASTER-SMITH VP FINANCE 40.00 X 115426 0 0 508021 0 0 3 0 1 0 AFS EASTSIDE ATRIUM 18111 PRESTON RD 1000 DALLAS TX 75252 SUPPORT 103235 1 634626 3158578 3793204 CONFERENCES 611710 3021043 3021043 CONSULTING 611710 2720938 2720938 NETWORKS/LEARNING EXPE 611710 189670 189670 5931651 74167 74167 1543 1543 18188 0 14205 18188 -14205 3983 3983 153684 39375 114309 114309 ADVERTISING 541800 56335 56335 56335 9975192 6121670 56335 3983 X 3651988 2389492 1262496 974436 934971 39465 851704 374733 476971 2505752 2395856 109896 8522 8522 65020 65020 PRINTING AND PUBLICATIO 379400 379400 INVESTMENT ACCOUNT FEES 11132 11132 BAD DEBT EXPENSE 5458 5458 8453412 6474452 1978960 0 1844179 1140437 1476796 3220860 153304 166445 91548 116720 446829 265588 219456 181241 1324525 1611033 312143 241174 11909 11912 5433860 6689822 107827 115211 1482264 1193932 468460 354626 2058551 1663769 X 2479692 2698792 895617 2327261 3375309 5026053 5433860 6689822 1521780 128964 0 X 0 0 0 X 4317940 676051 2451401 2218229 3793204 13456825 3077209 4239101 6799172 5958893 6085336 26159711 7395149 4915152 9250573 8177122 9878540 39616536 0 0 0 39616536 29863 89152 102528 73379 93898 388820 29863 89152 102528 73379 93898 388820 63009 49980 56364 56335 225688 7425012 5067313 9403081 8306865 10028773 40231044 0.98470 0.98610 0.00970 0.00950 X 581773 583669 1165442 1748163 72000 72000 144000 145443 145917 291360 437040 446829 265588 181241 181241 ACCRUED EXPENSES 83109 OPERATING LEASE LIABILITY 271517 354626 10216714 128964 112557 241521 9975193 0 9975193 8524533 71121 71121 8453412 0 8453412 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. X X X 0 0 0 0 0 0 0 0 0 FRED BROWN CEO 247083 0 0 0 0 0 0 0 0 0 247083 0 0 0 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. LEARNING FORWARD FOUNDATION 504 S LOCUST STREET OXFORD OH 45056 311139817 EDUCATIONAL OH 501 C 3 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0