Civic Intelligence

Learning Policy Institute

EIN 47-2772048 • 501(c)3 • Palo Alto, CA

Profile

The Learning Policy Institute (LPI) conducts and disseminates independent, high-quality research to improve learning for all children. A nonprofit, nonpartisan organization, LPI connects policymakers and stakeholders at the local, state, and federal levels with the evidence and strategies needed to strengthen the education system from preschool through college and career.

1530 Page Mill Road 250Palo Alto, CA 94304

learningpolicyinstitute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.15x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.50x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

5th percentile

-57%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

6th percentile

-14%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-48%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$35,777,788

Down $5,840,979 (-14%) from 2023

Liabilities

Down

$5,219,035

Down $895,737 (-15%) from 2023

Net Assets

Down

$30,558,753

Down $4,945,242 (-14%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin5th percentile

Revenue

Down

$10,514,616

Down $9,819,322 (-48%) from 2023

Expenses

Up

$16,502,674

Up $1,942,209 (+13%) from 2023

Net Income

Down

-$5,988,058

Down $11,761,531 (-204%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2015: $2,620,992Liabilities 2015: $465,058Net Assets 2015: $2,155,9342015Assets 2016: $6,160,684Liabilities 2016: $771,858Net Assets 2016: $5,388,8262016Assets 2017: $7,612,803Liabilities 2017: $1,143,369Net Assets 2017: $6,469,4342017Assets 2018: $10,955,571Liabilities 2018: $1,069,323Net Assets 2018: $9,886,2482018Assets 2019: $16,846,506Liabilities 2019: $1,347,691Net Assets 2019: $15,498,8152019Assets 2020: $13,745,414Liabilities 2020: $1,940,197Net Assets 2020: $11,805,2172020Assets 2021: $14,081,689Liabilities 2021: $2,199,688Net Assets 2021: $11,882,0012021Assets 2022: $34,634,628Liabilities 2022: $6,905,839Net Assets 2022: $27,728,7892022Assets 2023: $41,618,767Liabilities 2023: $6,114,772Net Assets 2023: $35,503,9952023Assets 2024: $35,777,788Liabilities 2024: $5,219,035Net Assets 2024: $30,558,7532024

Highlighted filing

2024

Assets$35,777,788
Liabilities$5,219,035
Net Assets$30,558,753
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2015: $6,277,416Expenses 2015: $4,121,482Net Income 2015: $2,155,9342015Revenue 2016: $10,787,828Expenses 2016: $7,554,935Net Income 2016: $3,232,8932016Revenue 2017: $10,336,989Expenses 2017: $9,256,381Net Income 2017: $1,080,6082017Revenue 2018: $13,696,550Expenses 2018: $10,279,736Net Income 2018: $3,416,8142018Revenue 2019: $19,145,345Expenses 2019: $13,532,778Net Income 2019: $5,612,5672019Revenue 2020: $11,000,361Expenses 2020: $14,693,959Net Income 2020: -$3,693,5982020Revenue 2021: $13,855,594Expenses 2021: $13,778,810Net Income 2021: $76,7842021Revenue 2022: $30,062,980Expenses 2022: $14,216,192Net Income 2022: $15,846,7882022Revenue 2023: $20,333,938Expenses 2023: $14,560,465Net Income 2023: $5,773,4732023Revenue 2024: $10,514,616Expenses 2024: $16,502,674Net Income 2024: -$5,988,0582024

Highlighted filing

2024

Revenue$10,514,616
Expenses$16,502,674
Net Income-$5,988,058
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,777,788
Liabilities
$5,219,035
Net assets
$30,558,753
Revenue
$10,514,616
Expenses
$16,502,674
Net income
-$5,988,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.8$5.22$30.6$10.5$16.5$5.99
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.6$6.11$35.5$20.3$14.6$5.77
2022Detailed filing. Detailed filing data is available for this year.$34.6$6.91$27.7$30.1$14.2$15.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$2.20$11.9$13.9$13.8$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$1.94$11.8$11.0$14.7$3.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$1.35$15.5$19.1$13.5$5.61
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$1.07$9.89$13.7$10.3$3.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.61$1.14$6.47$10.3$9.26$1.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.16$0.77$5.39$10.8$7.55$3.23
2015Detailed filing. Detailed filing data is available for this year.$2.62$0.47$2.16$6.28$4.12$2.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$10,514,616
Mission and Program Overview

Mission

Conducting and disseminating independent, high-quality research to improve learning for each and every child. Nonprofit and nonpartisan, the Institute connects policymakers and stakeholders at the local, state, and federal level with the evidence, ideas, and actions needed to strengthen the education system from preschool through college and career readiness.

To conduct independent, high-quality research to improve learning for each and every child.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,875,425$21,109,177▲ $2,233,752
Cash and Non-Interest-Bearing Accounts$9,248,937$6,104,533▼ $3,144,404
Pledges and Grants Receivable$7,815,660$4,084,114▼ $3,731,546
Investments Other Securities$860,018$471,782▼ $388,236
Land, Buildings, and Equipment, Net$67,065$38,995▼ $28,070
Prepaid Expenses and Deferred Charges$35,459$38,604▲ $3,145
Total Assets$41,618,767$35,777,788▼ $5,840,979
Other Assets Total$4,716,203$3,930,583▼ $785,620
Liabilities
Other Liabilities$5,886,485$5,027,843▼ $858,642
Accounts Payable and Accrued Expenses$221,990$185,266▼ $36,724
Deferred Revenue$6,297$5,926▼ $371
Total Liabilities$6,114,772$5,219,035▼ $895,737
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,870,264$19,930,316▲ $60,052
Net Assets With Donor Restrictions$15,633,731$10,628,437▼ $5,005,294
Total Net Assets Fund Balance$35,503,995$30,558,753▼ $4,945,242
Total Liabilities and Net Assets / Fund Balance$41,618,767$35,777,788▼ $5,840,979

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,542$137,051$147,593
Leasehold Improvements$14,481$25,136$39,617
Other Land Buildings$13,972$19,216$33,188
Other Assets Org$2,992,583--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda Darling-HammondDirector/CEOFT$493,225$83,122$576,347
Patrick ShieldsExecutive DirectorFT$391,311$57,261$448,572
Teresa M GodfreyCfaoFT$285,481$59,500$344,981
Marjorie WechslerPrincipal Research ManagerFT$233,392$14,003$247,395
Barbara McKennaChief of Strategic CommunicationsFT$191,226$28,619$219,845

Board Members and Trustees

NameTitle
Barbara ChowBoard Chair
David LyonBoard Vice Chair
Stephan TurnipseedBoard Treasurer
David RattrayDirector
Gerry HouseDirector
Kent McGuireDirector
Kris D GutierrezDirector
Liz SimonsDirector
Stephen ArnoldDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Impact Communication & Outreach StrategiConsultant2353 S Corona ST, Denver, CO 80210$197,847
Concolor Research IncConsultant2295 S Hiawassee Rd Ste 411, Orlando, FL 32835$170,907
Digital Promise GlobalConsultant1001 Connecticut Ave, Washington, DC 20036$125,000
JM Clark & CoConsultant100 Easy Street PO 2811, Carefree, AZ 85377$110,000
Revenue and Support

Revenue Composition

Contributions and Grants
$8,638,073
Program Service Revenue
$460,876
Investment Income
$1,189,601
Other Revenue
$226,066
All Other Contributions
$8,638,073
Change in Net Assets
$-5,988,058

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,419,727
Revenue Not Reported on Financial Statements
$94,889
Revenue Not Reported on Form 990
$1,042,816
Total Revenue per Audited Statements
$11,462,543
Total Revenue per Form 990
$10,514,616
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,724,675
Other Expenses$3,899,948
Grants and Similar Amounts Paid$878,051
Total Fundraising Expense$331,932
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,829,456$1,128,731$207,754$8,165,941
Other Employee Benefits$1,239,063$219,129$38,019$1,496,211
Fees for Services Other$1,206,456$217,799$5,987$1,430,242
Current Officers, Directors, Trustees, and Key Employees$1,135,646$200,004$34,237$1,369,887
Occupancy$818,462$139,329$16,725$974,516
Grants to Domestic Orgs$878,051--$878,051
Payroll Taxes$558,445$98,762$17,135$674,342
Conferences and Meetings$336,169$73,882-$410,051
Advertising$165,377$28,154$3,380$196,911
Travel$137,815$30,288-$168,103
Fees for Service Investment Mgmnt Fees-$94,889-$94,889
Office Expenses$73,729$14,054-$87,783
Other Expenses$41,869$19,362$532$61,763
Depreciation Depletion$25,987$4,424$531$30,942
Insurance$19,543$9,037$248$28,828
Fees for Services Accounting$17,558$8,119$223$25,900
Pension Plan Contributions$15,150$2,679$465$18,294
All Other Expenses$9,805$1,670$200$11,675
Total Functional Expenses$13,826,338$2,344,404$331,932$16,502,674

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,502,674
Expenses per Audited Statements$16,407,785
Total Expenses per Audited Statements$16,407,785
Expenses Not Reported on Financial Statements$94,889
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bank Street College of EducationNew York, NY501(c)(3)To support overall objectives of Educator Preparation Laboratory (EdPrepLab)$260,000
National Conference of State LegislaturesDenver, CO501(c)(3)To support the project on Social Emotional Academic Development & the Whole Child Policy Table Phase 2$113,824
State of Hawaii Department of EducationHonolulu, HI501(c)(3)To support educator engagement and development in ELA and mathematics$109,692
The Regents of the University of ColoradoDenver, CO501(c)(3)To support and develop a professional learning model$55,865
Commonwealth of Mass Dept of EducationMaiden, MA501(c)(3)To support LPI with Innovative Classroom Science Assessment Tasks$34,116
Board of Trustees of Leland Stanford Jr UniversityRedwood City, CA501(c)(3)Partner with LPI to conduct a survey to better understand what drives families' decisions during California's universal prekindergarten (UPK) expansion.$33,005
State of UtahSalt Lake City, UT501(c)(3)To support LPI deep learning project$19,005
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease$3,499,652
Accrued Expenses$818,350
Deferred compensation liability$709,841
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 35% controlled entity
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The Form 990 was prepared by a Certified Public Accountant. The prepared Form 990 was forwarded to the Chief Financial and Administrative Officer for review. Following the review by the CFAO, the Form 990 was forwarded to the management team and to all members of the governing Board prior to filing.”

Form 990, Part VI, Section B, line 12C

“Each Member of the Board of Directors is required to complete a conflict of interest form. Those forms are reviewed by the Board Chair and any perceived or actual conflicts of interest are addressed.”

Form 990, Part VI, Section B, line 15

“The Organization has adopted a policy with regard to establishing the compensation of the CEO and CFAO that fulfills the requirements for invoking the rebuttable presumption of reasonableness under Treas. Regs. 53.4958-6. Pursuant to that policy, the process for determining the compensation of the Organization's CEO and CFAO included a review and approval by independent persons, a review of comparable compensation data and contemporaneous substantiation of the deliberation and decision making process. The compensation of the other members of the management team was established by the CEO based upon the compensation earned by persons performing like services for like organizations.”

Form 990, Part VI, Section C, line 19

“The Institute's Form 990 is available upon request. The Institute's governing documents, conflict of interest policy, and financial statements are available as required by the State of California and the federal government.”

Filing and Contact Details

Filer

Filer Name
Learning Policy Institute
EIN
47-2772048
Phone
6503329797
Address
1530 Page Mill Road 250, Palo Alto, CA 94304

Signing Officer

Name
Teresa M Godfrey
Title
Cfao
Phone
6503329733
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Darling-Hammond
Formed
2014
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
9
Employees
85
Volunteers
9

Preparer

Firm
Tandem Llp
Address
446 Old County Road Suite 100-140, Pacifica, CA 94044
Preparer
Lynn Henley
Phone
6503509805
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The process of the Audit Committee has not changed from the prior year.”

Financial Statement Notes

Part X, Line 2:

“Income Taxes - The Institute is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. The Institute has also received recognition of its exempt status from California and Washington D.C. The Institute has applied the accounting principles related to accounting for uncertainty in income taxes and has determined that there is no material impact on the financial statements. With some exceptions, the Institute is no longer subject to U.S. federal and state income tax examinations by tax authorities for years prior to 2020.”

Raw XML AppendixShowing 400 of 749 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0Early Childhood Education. LPI research informed policymakers' efforts to provide universal access to high-quality early learning. Reports examined California's progress toward universal prekindergarten, integration in early childhood education, and coaching as a strategy for strengthening the early learning workforce. Educator Quality. LPI developed tools to assess the cost of teacher turnover and the extent of teacher shortages in each state. LPI published reports examining successful teacher residencies, state and federal policies to support residencies, and how teacher preparation predicts teacher performance assessment results. In the area of school leadership, LPI conducted research on state approaches to developing educational leaders, preparing leaders for deeper learning, and the California School Leadership Academy. Equitable Resources and Access. LPI partnered with the National Conference of State Legislatures to support adequate and equitable state school finance reform. LPI also published briefs on the progress of English Learners in California and the costs of universal school vouchers. Whole Child Education. LPI authored a comprehensive guide on redesigning high schools and a framework for creating community schools as part of a new Center for School and System Redesign. LPI also published a report on how community schools can reduce chronic absenteeism and a series of analyses of statewide efforts to support community schools in New Mexico.
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IRS990/MissionDesc0The Learning Policy Institute (LPI) conducts and disseminates independent, high-quality research to improve learning for all children. A nonprofit, nonpartisan organization, LPI connects policymakers and stakeholders at the local, state, and federal levels with the evidence and strategies needed to strengthen the education system from preschool through college and career.
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