Civic Intelligence

Philadelphia Learning Collaborative

990 • Fiscal year 2023 • EIN 85-1238457

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

5530 Whitby AvenuePhiladelphia, PA 19143

(267) 253-7422

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$485,281

Down $3,820 (-0.8%) from 2022

Net Assets

Down

$475,044

Down $7,940 (-1.6%) from 2022

Liabilities

Up

$10,237

Up $4,120 (+67%) from 2022

Revenue And Expenses

Revenue

Down

$323,500

Down $117,151 (-27%) from 2022

Expenses

Up

$331,440

Up $223,773 (+208%) from 2022

Net Income

Down

-$7,940

Down $340,924 (-102%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2022: $489,101Liabilities 2022: $6,117Net Assets 2022: $482,9842022Assets 2023: $485,281Liabilities 2023: $10,237Net Assets 2023: $475,0442023Assets 2024: $396,090Liabilities 2024: $14,018Net Assets 2024: $382,0722024

Highlighted filing

2023

Assets$485,281
Liabilities$10,237
Net Assets$475,044

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2022: $440,651Expenses 2022: $107,667Net Income 2022: $332,9842022Revenue 2023: $323,500Expenses 2023: $331,440Net Income 2023: -$7,9402023Revenue 2024: $335,000Expenses 2024: $427,972Net Income 2024: -$92,9722024

Highlighted filing

2023

Revenue$323,500
Expenses$331,440
Net Income-$7,940
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$323,500
Mission and Program Overview

Mission

The philadelphia learning collaborative (plc) is a grassroots organization which exists to improve and support the ecosystem for student-centered, deeper learning k-12 schools in philadelphia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$362,075$457,537▲ $95,462
Pledges and Grants Receivable$125,000$25,000▼ $100,000
Prepaid Expenses and Deferred Charges$2,026$2,695▲ $669
Accounts Receivable-$49-
Total Assets$489,101$485,281▼ $3,820
Liabilities
Accounts Payable and Accrued Expenses$6,117$10,237▲ $4,120
Total Liabilities$6,117$10,237▲ $4,120
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$147,848$400,458▲ $252,610
Net Assets With Donor Restrictions$335,136$74,586▼ $260,550
Total Net Assets Fund Balance$482,984$475,044▼ $7,940
Total Liabilities and Net Assets / Fund Balance$489,101$485,281▼ $3,820
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Crystal CubbageExecutive DiFT$133,851$133,851

Board Members and Trustees

NameTitle
Dr Lori ShorrChair
Christopher LehmannBoard Member
Dr Laura ShubilaBoard Member
Dr Matthew RigganBoard Member
Robin WalkerBoard Member
David BromleySecretary
Meena WolvertonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$323,500
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$323,500
Change in Net Assets
$-7,940
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$191,125
Other Expenses$140,315
Total Fundraising Expense$8,722
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$113,773$13,385$6,693$133,851
Fees for Services Other$43,781$38,493-$82,274
Other Salaries and Wages$25,179--$25,179
Fees for Services Accounting-$17,901-$17,901
Other Employee Benefits$13,924$1,342$671$15,937
Advertising$11,922-$627$12,549
Payroll Taxes$10,756$1,037$518$12,311
Insurance-$6,987-$6,987
Conferences and Meetings$4,231--$4,231
Fees for Services Legal-$3,866-$3,866
Pension Plan Contributions$3,361$324$162$3,847
Travel$3,700--$3,700
Other Expenses$1,048$1,051$51$1,051
Office Expenses-$324-$324
Information Technology$196--$196
Total Functional Expenses$234,981$87,737$8,722$331,440
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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
No
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, Page 6, Part VI, Line 11B

The form 990 is reviewed by the executive director and the treasurer prior to sending to the full board of directors.

Form 990, Page 6, Part VI, Line 12C

In conjunction with the organization's annual meeting, each interested person must sign and submit a disclosure statement to the organization's secretary. The disclosure statement must disclose the nature of any existing controlling interest, financial interest, ownership interest, and/or significant relationship. An interested person is a director, officer, member of a committee, or key manager.

Form 990, Page 6, Part VI, Line 15A

The board of directors reviews comparable data for similar organizations.

Form 990, Page 6, Part VI, Line 19

The governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Philadelphia Learning Collaborative
EIN
85-1238457
Phone
2672537422
Address
5530 WHITBY AVENUE, PHILADELPHIA, PA 19143

Signing Officer

Name
Crystal Cubbage
Title
Executive Director
Phone
2672537422
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Lori Shorr
Formed
2020
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
7

Preparer

Firm
J Miller & Associates LLC
Address
PO BOX 27308, PHILADELPHIA, PA 19118
Preparer
Joyce Miller
Phone
2156001701
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

The philadelphia learning collaborative has three programs: 1) workport@plc 2) plc teacher institute, and 3) purpose-driven community of practice (cop). The workport@plc is dedicated to increasing the capacity of school partnership coordinators and employers to place high school students in high-quality, real-world learning experiences. We convene partnership coordinators from eight schools to build the materials and structures needed to accomplish this goal. This year we hired a real-world learning project manager to anchor the workport, drafted an employer handbook, developed satisfaction surveys for employers and students, an employer interest form, began generating real-world learning opportunities for students, and negotiated with big picture learning to begin using imblaze, an online platform, to inventory and share real-world learning opportunities with and between schools. Plc teacher institute is an educator-led professional development series for teachers at our member schools. This year, we hosted six sessions on various student-centered, deeper learning practices. We paid participating teachers stipends and awarded them continuing education credits. An average of 15 teachers attended each session. This year, we launched the purpose-driven community of practice (cop) with 26 teachers from seven schools. The goal of the cop was to professionally develop teachers to implement an identity development curriculum in advisory. Teachers attended saturday trainings and scheduled in-school cops with their peers who were also participating in the community. Over the course of the year teachers facilitated professional development sessions, adapted the prescribed curriculum and created lesson plans for their individual contexts, had 30 or more of their students craft purpose statements, and maintained an online cop.

Form 990, Part IX, Line 11G

Organization support 0 30,968 0 curriculum development 40,556 0 0 all other consultants 3,225 7,525 0 total 43,781 38,493 0

Form 990, Part XI, Line 9

Beginning net assets as of 1/31/22 0

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PHILADELPHIA LEARNING COLLABORATIVE HAS THREE PROGRAMS: 1) WORKPORT@PLC 2) PLC TEACHER INSTITUTE, AND 3) PURPOSE-DRIVEN COMMUNITY OF PRACTICE (COP). THE WORKPORT@PLC IS DEDICATED TO INCREASING THE CAPACITY OF SCHOOL PARTNERSHIP COORDINATORS AND EMPLOYERS TO PLACE HIGH SCHOOL STUDENTS IN HIGH-QUALITY, REAL-WORLD LEARNING EXPERIENCES. WE CONVENE PARTNERSHIP COORDINATORS FROM EIGHT SCHOOLS TO BUILD THE MATERIALS AND STRUCTURES NEEDED TO ACCOMPLISH THIS GOAL. THIS YEAR WE HIRED A REAL-WORLD LEARNING PROJECT MANAGER TO ANCHOR THE WORKPORT, DRAFTED AN EMPLOYER HANDBOOK, DEVELOPED SATISFACTION SURVEYS FOR EMPLOYERS AND STUDENTS, AN EMPLOYER INTEREST FORM, BEGAN GENERATING REAL-WORLD LEARNING OPPORTUNITIES FOR STUDENTS, AND NEGOTIATED WITH BIG PICTURE LEARNING TO BEGIN USING IMBLAZE, AN ONLINE PLATFORM, TO INVENTORY AND SHARE REAL-WORLD LEARNING OPPORTUNITIES WITH AND BETWEEN SCHOOLS. PLC TEACHER INSTITUTE IS AN EDUCATOR-LED PROFESSIONAL DEVELOPMENT SERIES FOR TEACHERS AT OUR MEMBER SCHOOLS. THIS YEAR, WE HOSTED SIX SESSIONS ON VARIOUS STUDENT-CENTERED, DEEPER LEARNING PRACTICES. WE PAID PARTICIPATING TEACHERS STIPENDS AND AWARDED THEM CONTINUING EDUCATION CREDITS. AN AVERAGE OF 15 TEACHERS ATTENDED EACH SESSION. THIS YEAR, WE LAUNCHED THE PURPOSE-DRIVEN COMMUNITY OF PRACTICE (COP) WITH 26 TEACHERS FROM SEVEN SCHOOLS. THE GOAL OF THE COP WAS TO PROFESSIONALLY DEVELOP TEACHERS TO IMPLEMENT AN IDENTITY DEVELOPMENT CURRICULUM IN ADVISORY. TEACHERS ATTENDED SATURDAY TRAININGS AND SCHEDULED IN-SCHOOL COPS WITH THEIR PEERS WHO WERE ALSO PARTICIPATING IN THE COMMUNITY. OVER THE COURSE OF THE YEAR TEACHERS FACILITATED PROFESSIONAL DEVELOPMENT SESSIONS, ADAPTED THE PRESCRIBED CURRICULUM AND CREATED LESSON PLANS FOR THEIR INDIVIDUAL CONTEXTS, HAD 30 OR MORE OF THEIR STUDENTS CRAFT PURPOSE STATEMENTS, AND MAINTAINED AN ONLINE COP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE TREASURER PRIOR TO SENDING TO THE FULL BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN CONJUNCTION WITH THE ORGANIZATION'S ANNUAL MEETING, EACH INTERESTED PERSON MUST SIGN AND SUBMIT A DISCLOSURE STATEMENT TO THE ORGANIZATION'S SECRETARY. THE DISCLOSURE STATEMENT MUST DISCLOSE THE NATURE OF ANY EXISTING CONTROLLING INTEREST, FINANCIAL INTEREST, OWNERSHIP INTEREST, AND/OR SIGNIFICANT RELATIONSHIP. AN INTERESTED PERSON IS A DIRECTOR, OFFICER, MEMBER OF A COMMITTEE, OR KEY MANAGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS COMPARABLE DATA FOR SIMILAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATION SUPPORT 0 30,968 0 CURRICULUM DEVELOPMENT 40,556 0 0 ALL OTHER CONSULTANTS 3,225 7,525 0 TOTAL 43,781 38,493 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BEGINNING NET ASSETS AS OF 1/31/22 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILADELPHIA LEARNING COLLABORATIVE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J MILLER & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 27308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
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ReturnHeader/PreparerPersonGrp/PhoneNum02156001701
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOYCE MILLER
ReturnHeader/ReturnTs02024-05-15T21:34:05-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CRYSTAL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CUBBAGE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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