Civic Intelligence

Learning Policy Institute

990 • Fiscal year 2023 • EIN 47-2772048

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profilelearningpolicyinstitute.org
1530 Page Mill Road 250Palo Alto, CA 94304

(650) 332-9797

Siviq Scores

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

Liabilities / Assets

41st percentile

0.15x

Higher debt load relative to assets than 41% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

49th percentile

0.30x

Higher debt load relative to revenue than 49% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

86th percentile

$578,052

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

78th percentile

20%

Faster asset growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$41,618,767

Up $6,984,139 (+20%) from 2022

Net Assets

Up

$35,503,995

Up $7,775,206 (+28%) from 2022

Liabilities

Down

$6,114,772

Down $791,067 (-11%) from 2022

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin83rd percentile

Revenue

Down

$20,333,938

Down $9,729,042 (-32%) from 2022

Expenses

Up

$14,560,465

Up $344,273 (+2.4%) from 2022

Net Income

Down

$5,773,473

Down $10,073,315 (-64%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$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

2023

Assets$41,618,767
Liabilities$6,114,772
Net Assets$35,503,995
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$20,333,938
Expenses$14,560,465
Net Income$5,773,473
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$20,333,938
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$16,973,494$18,875,425▲ $1,901,931
Cash and Non-Interest-Bearing Accounts$8,506,441$9,248,937▲ $742,496
Pledges and Grants Receivable$3,215,440$7,815,660▲ $4,600,220
Investments Other Securities$343,994$860,018▲ $516,024
Land, Buildings, and Equipment, Net$81,602$67,065▼ $14,537
Prepaid Expenses and Deferred Charges$25,404$35,459▲ $10,055
Total Assets$34,634,628$41,618,767▲ $6,984,139
Other Assets Total$5,488,253$4,716,203▼ $772,050
Liabilities
Other Liabilities$6,754,643$5,886,485▼ $868,158
Accounts Payable and Accrued Expenses$143,696$221,990▲ $78,294
Deferred Revenue$7,500$6,297▼ $1,203
Total Liabilities$6,905,839$6,114,772▼ $791,067
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,842,023$19,870,264▲ $2,028,241
Net Assets With Donor Restrictions$9,886,766$15,633,731▲ $5,746,965
Total Net Assets Fund Balance$27,728,789$35,503,995▲ $7,775,206
Total Liabilities and Net Assets / Fund Balance$34,634,628$41,618,767▲ $6,984,139

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$26,766$117,956$144,722
Leasehold Improvements$20,973$18,644$39,617
Other Land Buildings$19,326$13,862$33,188
Other Assets Org$3,831,399--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda Darling-HammondDirector/CEOFT$473,696$104,356$578,052
Patrick ShieldsExecutive DirectorFT$381,749$49,487$431,236
Teresa M GodfreyCfaoFT$263,742$45,821$309,563
Jennifer Sloan McCombsChief of ResearchFT$263,137$43,268$306,405
Marjorie WechslerPrincipal Research ManagerFT$227,043$14,312$241,355

Board Members and Trustees

NameTitle
Barbara ChowBoard Chair
David LyonBoard Treasurer
David RattrayDirector
Gerry HouseDirector
Kris D GutierrezDirector
Liz SimonsDirector
Sherrilyn IfillDirector
Stephan TurnipseedDirector
Stephen ArnoldDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Concolor Research IncConsultant2295 S Hiawassee Rd Ste 411, Orlando, FL 32835$148,995
Jeannie OakesConsultant110 Gravatt Dr, Berkeley, CA 94705$125,500
C Esch Consulting IncConultant902 48th St, Sacramento, CA 95819$102,345
Revenue and Support

Revenue Composition

Contributions and Grants
$19,336,301
Program Service Revenue
$298,409
Investment Income
$699,228
Other Revenue
$0
All Other Contributions
$19,336,301
Change in Net Assets
$5,773,473

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,247,545
Revenue Not Reported on Financial Statements
$86,393
Revenue Not Reported on Form 990
$2,001,733
Total Revenue per Audited Statements
$22,249,278
Total Revenue per Form 990
$20,333,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,540,699
Other Expenses$3,306,568
Grants and Similar Amounts Paid$713,198
Total Fundraising Expense$312,501
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,211,862$1,007,959$182,270$7,402,091
Current Officers, Directors, Trustees, and Key Employees$994,721$274,494$49,637$1,318,852
Fees for Services Other$1,178,391$46,205$4,618$1,229,214
Other Employee Benefits$990,169$176,206$31,864$1,198,239
Occupancy$794,350$159,174$16,204$969,728
Grants to Domestic Orgs$713,198--$713,198
Payroll Taxes$495,555$88,187$15,947$599,689
Conferences and Meetings$197,435$11,543$24$209,002
Office Expenses$93,608$19,275$1,918$114,801
Travel$95,462$5,592-$101,054
Information Technology$72,694$14,504$1,482$88,680
Fees for Service Investment Mgmnt Fees-$86,393-$86,393
Other Expenses$43,477$6,036$603$50,116
Depreciation Depletion$34,252$6,834$698$41,784
Insurance$28,447$3,950$395$32,792
Fees for Services Accounting$20,841$3,487$272$24,600
Pension Plan Contributions$18,038$3,210$580$21,828
All Other Expenses$1,530$306$31$1,867
Total Functional Expenses$12,277,869$1,970,095$312,501$14,560,465

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,560,465
Expenses per Audited Statements$14,474,072
Total Expenses per Audited Statements$14,474,072
Expenses Not Reported on Financial Statements$86,393
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)$140,000
Commonwealth of Mass Dept of EducationMaiden, MA501(c)(3)To support LPI with Innovative Classroom Science Assessment Tasks$135,494
National Conference of State LegislaturesDenver, CO501(c)(3)To support the project on Social Emotional Academic Development & the Whole Child Policy Table Phase 2$133,334
The Regents of the University of ColoradoDenver, CO501(c)(3)To support and develop a professional learning model$64,428
Council of Chief State School OfficersWashington, DC501(c)(3)To support the Whole Child Policy Table Phase 2$50,000
State of UtahSalt Lake City, UT501(c)(3)To support LPI deep learning project$38,015
State of Hawaii Department of EducationHonolulu, HI501(c)(3)To support educator engagement and development in ELA and mathematics$38,000
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$4,475,559
Accrued Expenses$754,281
Deferred compensation liability$656,645
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
2024-11-14
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
83
Volunteers
0

Preparer

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

Additional Explanations

Part XI, Line 12 C

“The audit committee has not changed its process 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 2019.”

Raw XML AppendixShowing 400 of 736 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0143696
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0221990
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To conduct independent, high-quality research to improve learning for each and every child.
IRS990/AllOtherContributionsAmt019336301
IRS990/AllOtherExpensesGrp/FundraisingAmt031
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0306
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01530
IRS990/AllOtherExpensesGrp/TotalAmt01867
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Teresa M Godfrey
IRS990/BooksInCareOfDetail/PhoneNum06503329733
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01530 Page Mill Road Suite 250
IRS990/BooksInCareOfDetail/USAddress/CityNm0Palo Alto
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094304
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt08506441
IRS990/CashNonInterestBearingGrp/EOYAmt09248937
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt049637
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0274494
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0994721
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01318852
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt024
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt011543
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0197435
IRS990/ConferencesMeetingsGrp/TotalAmt0209002
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0148995
IRS990/ContractorCompensationGrp/CompensationAmt1125500
IRS990/ContractorCompensationGrp/CompensationAmt2102345
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02295 S Hiawassee Rd Ste 411
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1110 Gravatt Dr
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2902 48th St
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Orlando
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Berkeley
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Sacramento
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd032835
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194705
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd295819
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Concolor Research Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Jeannie Oakes
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2C Esch Consulting Inc
IRS990/ContractorCompensationGrp/ServicesDesc0Consultant
IRS990/ContractorCompensationGrp/ServicesDesc1Consultant
IRS990/ContractorCompensationGrp/ServicesDesc2Conultant
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt019336301
IRS990/CYGrantsAndSimilarPaidAmt0713198
IRS990/CYInvestmentIncomeAmt0699228
IRS990/CYOtherExpensesAmt03306568
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0298409
IRS990/CYRevenuesLessExpensesAmt05773473
IRS990/CYSalariesCompEmpBnftPaidAmt010540699
IRS990/CYTotalExpensesAmt014560465
IRS990/CYTotalFundraisingExpenseAmt0312501
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt020333938
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt07500
IRS990/DeferredRevenueGrp/EOYAmt06297
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0698
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06834
IRS990/DepreciationDepletionGrp/ProgramServicesAmt034252
IRS990/DepreciationDepletionGrp/TotalAmt041784
IRS990/Desc0In the area of Early Childhood Education, LPI continued to conduct research to inform policymakers' efforts to provide universal access to high-quality early learning. LPI reported on how local districts are addressing key areas for expansion, including instruction and assessment, workforce development, facilities and transportation. LPI also produced a report on how other states have successfully coordinated preschool providers in very different contexts and settings and need different kinds of support. In the area of Educator Quality, LPI identified seven key areas the federal government can focus on to build a nationwide strategy for teacher recruitment, preparation, support, and retention in its report The Federal Role in Ending Teacher Shortages. In California, LPI examined the factors teachers report how well prepared they feel and what factors contribute to those perceptions. In Texas, LPI took a deep dive into the state of the Texas teacher workforce to understand the conditions that have led to shortages and to surface the solutions and policies that can help in its report, Strengthening Pathways Into the Profession in Texas: Challenges and Opportunities. In the area of Equitable Resources and Access, LPI is continuing to partner with the National Conference of State Legislatures to support a cohort of 49 state legislators and legislative staff from 31 states who are participating in the Education Finance Fellowship to advance adequate and equitable state school finance policies. LPI also published a paper examining the impact of California's Local Control Funding Formula's impact on students' academic achievement, reduced grade repetition, and enhanced the likelihood of graduating from high school and being college-ready. LPI released two reports on students experiencing homelessness: Federal and State Resources for Students Experiencing Homelessness and Supporting Students Experiencing Homelessness: District Approaches to Supports and Funding. In the area of whole child education, LPI authored a series of papers focused on the school characteristics meant to address students' academic, social, and emotional needs, including: Striving for Relationship-Centered Schools: Insights from a Community-Based Transformation Campaign; Safe Schools, Thriving Students: What We Know About Creating Safe and Supportive Schools; Fostering Belonging, Transforming Schools: The Impact of Restorative Practices; and Evidence for Social Emotional Learning in Schools. To show how these practices play out in actual schools, we also developed case studies of Oakland International High School and UCLA Community School.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt09886766
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt015633731
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt083
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt012277869
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0272
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03487
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt020841
IRS990/FeesForServicesAccountingGrp/TotalAmt024600
IRS990/FeesForServicesOtherGrp/FundraisingAmt04618
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt046205
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01178391
IRS990/FeesForServicesOtherGrp/TotalAmt01229214
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt086393
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt086393
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt964356
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1045821
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1149487
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1214312
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1343268
IRS990/Form990PartVIISectionAGrp/PersonNm0Barbara Chow
IRS990/Form990PartVIISectionAGrp/PersonNm1Stephan Turnipseed
IRS990/Form990PartVIISectionAGrp/PersonNm2David Rattray
IRS990/Form990PartVIISectionAGrp/PersonNm3Sherrilyn Ifill
IRS990/Form990PartVIISectionAGrp/PersonNm4Gerry House
IRS990/Form990PartVIISectionAGrp/PersonNm5Kris D Gutierrez
IRS990/Form990PartVIISectionAGrp/PersonNm6David Lyon
IRS990/Form990PartVIISectionAGrp/PersonNm7Liz Simons
IRS990/Form990PartVIISectionAGrp/PersonNm8Stephen Arnold
IRS990/Form990PartVIISectionAGrp/PersonNm9Linda Darling-Hammond
IRS990/Form990PartVIISectionAGrp/PersonNm10Teresa M Godfrey
IRS990/Form990PartVIISectionAGrp/PersonNm11Patrick Shields
IRS990/Form990PartVIISectionAGrp/PersonNm12Marjorie Wechsler
IRS990/Form990PartVIISectionAGrp/PersonNm13Jennifer Sloan McCombs
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9513696
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10263742
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11381749
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12227043
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13263137
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFAO
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Principal Research Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chief of Research
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0713198
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0713198
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0713198
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt020333938
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01482
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014504
IRS990/InformationTechnologyGrp/ProgramServicesAmt072694
IRS990/InformationTechnologyGrp/TotalAmt088680
IRS990/InsuranceGrp/FundraisingAmt0395
IRS990/InsuranceGrp/ManagementAndGeneralAmt03950
IRS990/InsuranceGrp/ProgramServicesAmt028447
IRS990/InsuranceGrp/TotalAmt032792
IRS990/InvestmentIncomeGrp/ExclusionAmt0699228
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0699228
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0343994
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0860018
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016973494
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018875425
IRS990/IRPDocumentCnt067
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0150462
IRS990/LandBldgEquipBasisNetGrp/BOYAmt081602
IRS990/LandBldgEquipBasisNetGrp/EOYAmt067065
IRS990/LandBldgEquipCostOrOtherBssAmt0217527
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Conducting and disseminating independent, high-quality research to shape education policies and 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027728789
IRS990/NetAssetsOrFundBalancesEOYAmt035503995
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02001733
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt017842023
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt019870264
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt016204
IRS990/OccupancyGrp/ManagementAndGeneralAmt0159174
IRS990/OccupancyGrp/ProgramServicesAmt0794350
IRS990/OccupancyGrp/TotalAmt0969728
IRS990/OfficeExpensesGrp/FundraisingAmt01918
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019275
IRS990/OfficeExpensesGrp/ProgramServicesAmt093608
IRS990/OfficeExpensesGrp/TotalAmt0114801
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05488253
IRS990/OtherAssetsTotalGrp/EOYAmt04716203
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt031864
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0176206
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0990169
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01198239
IRS990/OtherExpensesGrp/Desc0Utilities
IRS990/OtherExpensesGrp/Desc1Other Employee Expenses
IRS990/OtherExpensesGrp/Desc2Website
IRS990/OtherExpensesGrp/Desc3Printing & Publications
IRS990/OtherExpensesGrp/FundraisingAmt02325
IRS990/OtherExpensesGrp/FundraisingAmt12056
IRS990/OtherExpensesGrp/FundraisingAmt21577
IRS990/OtherExpensesGrp/FundraisingAmt3603
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021181
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120128
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215431
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36036
IRS990/OtherExpensesGrp/ProgramServicesAmt0115616
IRS990/OtherExpensesGrp/ProgramServicesAmt1100878
IRS990/OtherExpensesGrp/ProgramServicesAmt277345
IRS990/OtherExpensesGrp/ProgramServicesAmt343477
IRS990/OtherExpensesGrp/TotalAmt0139122
IRS990/OtherExpensesGrp/TotalAmt1123062
IRS990/OtherExpensesGrp/TotalAmt294353
IRS990/OtherExpensesGrp/TotalAmt350116
IRS990/OtherLiabilitiesGrp/BOYAmt06754643
IRS990/OtherLiabilitiesGrp/EOYAmt05886485
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0182270
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01007959
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06211862
IRS990/OtherSalariesAndWagesGrp/TotalAmt07402091
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015947
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt088187
IRS990/PayrollTaxesGrp/ProgramServicesAmt0495555
IRS990/PayrollTaxesGrp/TotalAmt0599689
IRS990/PensionPlanContributionsGrp/FundraisingAmt0580
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03210
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018038
IRS990/PensionPlanContributionsGrp/TotalAmt021828
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03215440
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07815660
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025404
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035459
IRS990/PrincipalOfficerNm0Linda Darling-Hammond
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0812900
IRS990/ProgramServiceRevenueGrp/BusinessCd1812900
IRS990/ProgramServiceRevenueGrp/Desc0Contract Revenue
IRS990/ProgramServiceRevenueGrp/Desc1Other Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0291556
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16853
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0291556
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16853
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt030365350
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01319458
IRS990/PYInvestmentIncomeAmt0-483008
IRS990/PYOtherExpensesAmt02996567
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0180638
IRS990/PYRevenuesLessExpensesAmt015846788
IRS990/PYSalariesCompEmpBnftPaidAmt09900167
IRS990/PYTotalExpensesAmt014216192
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt030062980
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt05773473
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0298409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019336101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt030365350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013614775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010776882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018660866
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt092753974
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02339
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014166
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt039423
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt055928
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01371896
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57210
IRS990ScheduleA/PublicSupportPY170Pct00.57080
IRS990ScheduleA/PublicSupportTotal170Amt053100740
IRS990ScheduleA/SubstantialContributorsTotAmt039653234
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019336101
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt030365350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013614775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010776882
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018660866
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt092753974
IRS990ScheduleA/TotalSupportAmt092809902
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,618,767
Liabilities
$6,114,772
Net assets
$35,503,995
Revenue
$20,333,938
Expenses
$14,560,465
Net income
$5,773,473
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
2023Detailed filing. Detailed filing data is available for this year.$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