Civic Intelligence

Learning Forward

990 • Fiscal year 2017 • EIN 31-0955962

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 27, 2018

17330 Preston RoadDallas, TX 75252

(972) 421-0900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.26x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.20x

Higher debt load relative to revenue than 54% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

12th percentile

-19%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

89th percentile

$315,688

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

7th percentile

-12%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-20%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Down

$5,593,159

Down $769,701 (-12%) from 2016

Net Assets

Down

$4,141,085

Down $1,179,313 (-22%) from 2016

Liabilities

Up

$1,452,074

Up $409,612 (+39%) from 2016

Revenue

Down

$7,154,772

Down $1,735,652 (-20%) from 2016

Expenses

Up

$8,516,880

Up $18,799 (+0.2%) from 2016

Net Income

Down

-$1,362,108

Down $1,754,451 (-447%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $7,672,736Liabilities 2010: $1,321,391Net Assets 2010: $6,351,3452010Assets 2011: $7,987,047Liabilities 2011: $1,414,894Net Assets 2011: $6,572,1532011Assets 2012: $7,427,090Liabilities 2012: $1,430,418Net Assets 2012: $5,996,6722012Assets 2016: $6,362,860Liabilities 2016: $1,042,462Net Assets 2016: $5,320,3982016Assets 2017: $5,593,159Liabilities 2017: $1,452,074Net Assets 2017: $4,141,0852017Assets 2018: $5,228,359Liabilities 2018: $1,598,984Net Assets 2018: $3,629,3752018Assets 2021: $6,095,412Liabilities 2021: $841,026Net Assets 2021: $5,254,3862021Assets 2022: $5,036,186Liabilities 2022: $2,043,266Net Assets 2022: $2,992,9202022

Highlighted filing

2017

Assets$5,593,159
Liabilities$1,452,074
Net Assets$4,141,085

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $7,954,7342010Expenses 2011: $7,691,4352011Expenses 2012: $7,840,2632012Revenue 2016: $8,890,424Expenses 2016: $8,498,081Net Income 2016: $392,3432016Revenue 2017: $7,154,772Expenses 2017: $8,516,880Net Income 2017: -$1,362,1082017Revenue 2018: $7,993,747Expenses 2018: $8,529,220Net Income 2018: -$535,4732018Revenue 2021: $7,523,505Expenses 2021: $6,206,807Net Income 2021: $1,316,6982021Revenue 2022: $5,068,048Expenses 2022: $7,039,397Net Income 2022: -$1,971,3492022

Highlighted filing

2017

Revenue$7,154,772
Expenses$8,516,880
Net Income-$1,362,108
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 27, 2018
Return Version
2016v3.0
Gross Receipts
$7,855,257
Mission and Program Overview

Mission

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,881,184$3,464,805▼ $416,379
Cash and Non-Interest-Bearing Accounts$1,456,392$1,129,493▼ $326,899
Accounts Receivable$329,758$504,958▲ $175,200
Land, Buildings, and Equipment, Net$234,060$216,089▼ $17,971
Inventories for Sale or Use$220,034$193,733▼ $26,301
Prepaid Expenses and Deferred Charges$230,476$40,137▼ $190,339
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$6,362,860$5,593,159▼ $769,701
Other Assets Total$10,956$43,944▲ $32,988
Liabilities
Deferred Revenue$617,539$1,018,941▲ $401,402
Accounts Payable and Accrued Expenses$424,923$349,482▼ $75,441
Other Liabilities-$83,651-
Total Liabilities$1,042,462$1,452,074▲ $409,612
Net Assets / Fund Balance
Unrestricted Net Assets$3,874,165$3,521,322▼ $352,843
Temporarily Rstr Net Assets$1,446,233$619,763▼ $826,470
Total Net Assets Fund Balance$5,320,398$4,141,085▼ $1,179,313
Total Liabilities and Net Assets / Fund Balance$6,362,860$5,593,159▼ $769,701

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$216,089$106,001$322,090
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie HirshExecutive Director/CEOFT$281,864$33,824$315,688
Michael R LanhamCOOFT$155,918$18,710$174,628
Frederick BrownDeputy Executive DirectorFT$153,511$18,421$171,932
Tracy CrowDirector of CommunicationsFT$128,079$15,369$143,448

Board Members and Trustees

NameTitle
John EyolfsonPast President
Scott LaurencePresident
Alan IngramPresident Elect
E Leigh WallTrustee
Monica MartinezTrustee
Sharon L ContrerasTrustee
Steve CardwellTrustee
Valeria P BrownTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Margaret Kay PsencikEducational Consult20327 TIMBERLINE TRAIL, Cypress, TX 77433$225,381
Joellen KillionEducational Consult8 PRESTONWOOD CIRCLE, Lakeway, TX 78734$172,952
Nick MorganEducational Consult36 FAIRFIELD STREET, Newton, MA 02460$120,375
Sue ChevalierEducational Consult6085 SAINT PAUL ROAD, Troy, MI 48098$103,460
Revenue and Support

Revenue Composition

Contributions and Grants
$2,433,390
Program Service Revenue
$4,079,430
Investment Income
$177,541
Other Revenue
$464,411
All Other Contributions
$1,926,781
Change in Net Assets
$-1,362,108

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,470,957
Revenue Not Reported on Financial Statements
$-316,185
Revenue Not Reported on Form 990
$-154,740
Other Revenue Adjustments
$-316,185
Total Revenue per Audited Statements
$7,316,217
Total Revenue per Form 990
$7,154,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,026,894
Salaries, Compensation, and Employee Benefits$2,489,986
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,120,681$129,178-$1,249,859
Conferences and Meetings$1,120,465--$1,120,465
Fees for Services Other$1,012,945$64,382-$1,077,327
Current Officers, Directors, Trustees, and Key Employees$722,424$83,272-$805,696
All Other Expenses$266,470$-1,429-$265,041
Occupancy-$256,533-$256,533
Information Technology-$212,451-$212,451
Other Expenses$162,414$439,383-$162,414
Pension Plan Contributions$85,791$62,950-$148,741
Payroll Taxes$84,605$62,080-$146,685
Advertising-$145,483-$145,483
Other Employee Benefits$80,175$58,830-$139,005
Depreciation Depletion-$42,402-$42,402
Insurance-$18,391-$18,391
Fees for Services Legal-$16,039-$16,039
Travel-$4,049-$4,049
Office Expenses-$429-$429
Total Functional Expenses$6,922,457$1,594,423$0$8,516,880

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,787,319
Total Expenses per Audited Statements$8,534,691
Total Expenses per Form 990$8,516,880
Expenses Not Reported on Form 990$-252,628
Expenses Not Reported on Financial Statements$-270,439
Other Expense Adjustments$-270,439
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards Payable$38,286
accrued expenses$37,336
payroll liabilities$8,029
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 upon request.

Filing and Contact Details

Filer

Filer Name
Learning Forward
EIN
31-0955962
Phone
9724210900
Address
17330 PRESTON ROAD, DALLAS, TX 75252

Signing Officer

Name
Stephanie Hirsh
Title
Executive Director
Signed
2018-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Hirsh
Formed
1978
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
23
Volunteers
300

Preparer

Firm
MARIE V KELLY PC dba KELLY CPA
Address
2251 Vantage Street 300, Dallas, TX 75207
Preparer
Marie Kelly
Phone
4698570011
Supplemental Narrative

Additional Explanations

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 2017, Learning Forward received grant funds of $1,926,781, earned grant funds of $2,717,634 and has unearned grant funds of $655,379 as of June 30, 2017. Grants earned and released from restrictions by incurring expenses satisfying the restricted purposes included: a) The Bill & Melinda Gates Foundation provided two grants totaling $1,152,347 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 2016 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 $175,000 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. e) The Houston Endowment provided $120,000 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 $310,000 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.

Volunteer Hours

Volunteers worked over 3,920 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.

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IRS990/MissionDesc0Every 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.
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IRS990/ProgSrvcAccomActy2Grp/Desc0CONFERENCES, 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.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CONSULTING - 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.
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