Civic Intelligence

Learning Forward

990 • Fiscal year 2019 • EIN 31-0955962

Jul 01, 2018 to Jun 30, 2019 • Filed on May 15, 2020

800 E Campbell RdRichardson, TX 75081

(972) 421-0900

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$5,502,380

Up $274,021 (+5.2%) from 2018

Net Assets

Up

$3,984,247

Up $354,872 (+9.8%) from 2018

Liabilities

Down

$1,518,133

Down $80,851 (-5.1%) from 2018

Revenue And Expenses

Revenue

Up

$8,668,889

Up $675,142 (+8.4%) from 2018

Expenses

Down

$8,259,418

Down $269,802 (-3.2%) from 2018

Net Income

Up

$409,471

Up $944,944 (+176%) from 2018

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 2019: $5,502,380Liabilities 2019: $1,518,133Net Assets 2019: $3,984,2472019Assets 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

2019

Assets$5,502,380
Liabilities$1,518,133
Net Assets$3,984,247

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 2019: $8,668,889Expenses 2019: $8,259,418Net Income 2019: $409,4712019Revenue 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

2019

Revenue$8,668,889
Expenses$8,259,418
Net Income$409,471
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 15, 2020
Return Version
2018v3.1
Gross Receipts
$9,102,356
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$3,242,956$3,157,778▼ $85,178
Accounts Receivable$1,135,778$1,226,318▲ $90,540
Cash and Non-Interest-Bearing Accounts$389,718$646,666▲ $256,948
Inventories for Sale or Use$198,381$186,006▼ $12,375
Land, Buildings, and Equipment, Net$195,275$177,655▼ $17,620
Prepaid Expenses and Deferred Charges$55,294$97,001▲ $41,707
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$5,228,359$5,502,380▲ $274,021
Other Assets Total$10,957$10,956▼ $1
Liabilities
Deferred Revenue$813,956$955,693▲ $141,737
Accounts Payable and Accrued Expenses$628,502$499,683▼ $128,819
Other Liabilities$156,526$62,757▼ $93,769
Total Liabilities$1,598,984$1,518,133▼ $80,851
Net Assets / Fund Balance
Unrestricted Net Assets$2,839,130$2,747,158▼ $91,972
Temporarily Rstr Net Assets$790,245$1,237,089▲ $446,844
Total Net Assets Fund Balance$3,629,375$3,984,247▲ $354,872
Total Liabilities and Net Assets / Fund Balance$5,228,359$5,502,380▲ $274,021

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$177,655$140,337$317,992
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie HirshExecutive Director/CEOFT$332,817$29,432$384,332
Michael R LanhamCOOFT$167,533$41,219$184,603
Frederick BrownDeputy Executive DirectorFT$181,440$8,400$183,840
Melinda GeorgeDirector of Policy & PartnershipsFT$183,116$34,566$183,116
Tracy CrowDirector of CommunicationsFT$126,216$13,200$168,848

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Joellen KillionEducational Consult8 PRESTONWOOD CIRCLE, Lakeway, TX 78734$287,077
Margaret Kay PsencikEducational Consult20327 TIMBERLINE TRAIL, Cypress, TX 77433$202,199
Nick MorganEducational Consult36 FAIRFIELD STREET, Newton, MA 02460$192,342
Clifton and AssociatesEducational Consult1100 Cherokee St, Denver, CO 80204$122,209
Revenue and Support

Revenue Composition

Contributions and Grants
$2,803,914
Program Service Revenue
$5,278,014
Investment Income
$204,480
Other Revenue
$382,481
All Other Contributions
$2,113,694
Change in Net Assets
$409,471

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,668,889
Revenue Not Reported on Form 990
$209,233
Total Revenue per Audited Statements
$8,878,122
Total Revenue per Form 990
$8,668,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,571,743
Salaries, Compensation, and Employee Benefits$2,687,675
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,987,487$163,402-$2,150,889
Conferences and Meetings$1,815,518$161,031-$1,976,549
Other Salaries and Wages$995,113$140,533-$1,135,646
Current Officers, Directors, Trustees, and Key Employees$868,473$122,649-$991,122
Office Expenses$253,158$457,428-$710,586
Pension Plan Contributions$228,035$32,204-$260,239
Payroll Taxes$133,106$18,798-$151,904
Other Employee Benefits$130,355$18,409-$148,764
Depreciation Depletion-$42,191-$42,191
Other Expenses$593,662$7,876-$7,876
All Other Expenses-$-21,781-$-21,781
Total Functional Expenses$7,004,907$1,254,511$0$8,259,418

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,475,981
Expenses per Audited Statements$8,259,418
Total Expenses per Form 990$8,259,418
Expenses Not Reported on Form 990$216,563
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
accrued expenses$62,757
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

An independent firm is hired to complete a compensation study of about 1/3 of the employees each year. The board of trustees act in accordance with the recommendations for changes in compensation as part of the annual budget process

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Every three years an independent firm is hired to complete a compensation study. The Board of Trustees act in accordance with the recommendations for changes in compensation as part of the annual budget process

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
800 E CAMPBELL RD, RICHARDSON, TX 75081

Signing Officer

Name
Michael Lanham
Title
COO
Signed
2020-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Lanham
Formed
1978
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
28
Volunteers
300

Preparer

Firm
Marie V Kelly PC
Address
2251 Vantage Street Suite 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 2019, learning forward received grant funds of $2,148,471, earned grant funds of $1,698,759 and has unearned grant funds of $1,237,089 as of june 30, 2019. A the bill & melinda gates foundation/communities foundation provided $183,971 for learning forward to help implement a continuous improvement framework among a network of middle schools. B the learning policy institute and the learning first alliance provided $10,000 to learning forward to disseminate information through internal and external channels about the intersection of professional learning and deeper learning. C the wallace foundation provided $350,000 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. D the william & flora hewlett foundation provided a grant for general operations $150,000; an equity grant for $52,500 and a grant for developing a solution for improving learning systems in the amount of $75,000. The charles & lynn schusterman family foundation provided a grant for federal policy and advocacy totaling $275,000 and a $377,000 grant to support learning forward?s ?pivot? To curriculum-grounded professional learning. The carnegie corporation of new york foundation (ccny) provided $800,000 for state level policywork. The william & flora hewlett foundation provided a transition grant to assist with the search, negotiation and contracting with a new executive director to replace the retiring executive director. 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 growing number of paid memberships that now exceeds 11,000 members

Volunteer Hours

Volunteers worked over 4,000 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.

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

IFN Income FILES SEPARATE 990 $122136 Merger with NCTAF $0 PUBLICATION EXP REPORTED AS COGS $134978 Reported as reduction of exp on 990 $21781 Investment expense report in expense $-15063

Part XII, Line 2D: Other expenses and losses per audited F/S

IFN expenses FILES SEPARATE 990 $88303 PUBLICATION EXP REPORTED AS COGS $134978 Reported as income on audit $-21781 Investment expense report in expense $15063

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IRS990/Form990PartVIISectionAGrp/PersonNm2E LEIGH WALL
IRS990/Form990PartVIISectionAGrp/PersonNm3ALAN INGRAM
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE CARDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm5SHARON L CONTRERAS
IRS990/Form990PartVIISectionAGrp/PersonNm6MONICA MARTINEZ
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IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHANIE HIRSH
IRS990/Form990PartVIISectionAGrp/PersonNm9FREDERICK BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm10TRACY CROW
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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 learning. Our mission: Learning Forward builds the capacity of leaders to establish and sustain highly effective professional learning. Our Vision: Equity and excellence in 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/Desc0GRANT-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 2019, LEARNING FORWARD RECEIVED GRANT FUNDS OF $2,148,471, EARNED GRANT FUNDS OF $1,698,759 AND HAS UNEARNED GRANT FUNDS OF $1,237,089 AS OF JUNE 30, 2019. A THE BILL & MELINDA GATES FOUNDATION/COMMUNITIES FOUNDATION PROVIDED $183,971 FOR LEARNING FORWARD TO HELP IMPLEMENT A CONTINUOUS IMPROVEMENT FRAMEWORK AMONG A NETWORK OF MIDDLE SCHOOLS. B THE LEARNING POLICY INSTITUTE AND THE LEARNING FIRST ALLIANCE PROVIDED $10,000 TO LEARNING FORWARD TO DISSEMINATE INFORMATION THROUGH INTERNAL AND EXTERNAL CHANNELS ABOUT THE INTERSECTION OF PROFESSIONAL LEARNING AND DEEPER LEARNING. C THE WALLACE FOUNDATION PROVIDED $350,000 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. D THE WILLIAM & FLORA HEWLETT FOUNDATION PROVIDED A GRANT FOR GENERAL OPERATIONS $150,000; AN EQUITY GRANT FOR $52,500 AND A GRANT FOR DEVELOPING A SOLUTION FOR IMPROVING LEARNING SYSTEMS IN THE AMOUNT OF $75,000. THE CHARLES & LYNN SCHUSTERMAN FAMILY FOUNDATION PROVIDED A GRANT FOR FEDERAL POLICY AND ADVOCACY TOTALING $275,000 AND A $377,000 GRANT TO SUPPORT LEARNING FORWARD?S ?PIVOT? TO CURRICULUM-GROUNDED PROFESSIONAL LEARNING. THE CARNEGIE CORPORATION OF NEW YORK FOUNDATION (CCNY) PROVIDED $800,000 FOR STATE LEVEL POLICYWORK. THE WILLIAM & FLORA HEWLETT FOUNDATION PROVIDED A TRANSITION GRANT TO ASSIST WITH THE SEARCH, NEGOTIATION AND CONTRACTING WITH A NEW EXECUTIVE DIRECTOR TO REPLACE THE RETIRING EXECUTIVE DIRECTOR.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Learning Forward Senior Consultants spent 710 days in the field in FY19, working with clients that included 3 State Departments of Education, 6 state or regional education associations, 7 educational support organizations, and 39 school systems. In addition, Learning Forward assisted 22 school systems in evaluating the quality of their professional learning by administering the Standards Assessment Inventory in 566 schools.
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