2022-05-17T16:07:19-05:00 2021-06-30 752514681 MARIE V KELLY PLLC 2333 BEATRICE STREET DALLAS TX 75208 990 2020-07-01 310955962 LEARNING FORWARD LEAR 9724210900 800 E CAMPBELL RD STE 224 RICHARDSON TX 75081 MICHAEL R LANHAM CFO / COO 9724210900 2022-05-17 1 MICHAEL LANHAM 999009999 MARIE V KELLY P00167388 4698570011 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X MICHAEL LANHAM 800 E CAMPBELL RD STE 224 RICHARDSON TX 75081 7777136 0 X LEARNINGFORWARD.ORG X 1978 OH 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. 7 7 22 160 50353 0 3272160 4317940 4511325 2901248 138041 75053 233499 229264 8155025 7523505 0 0 2980606 3148017 0 0 5366990 3058790 8347596 6206807 -192571 1316698 5325353 6095412 1667816 841026 3657537 5254386 X 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 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. 0 0 1144399 1258249 CONFERENCES, NETWORKS AND LEARNING EXPERIENCES - CONFERENCES, INSTITUTES, AND E-LEARNING SUPPORT MEMBERS EFFORTS TO IMPROVE ORGANIZATIONAL EFFECTIVENESS, EDUCATOR COMPETENCY, AND STUDENT SUCCESS. LEARNING FORWARD'S 2020 ANNUAL CONFERENCE ATTRACTED 2,771 EDUCATORS WHO, OVER THE 3 DAYS OF THE CONFERENCE, ATTENDED 53 VIRTUAL 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.ACADEMY - SINCE 1991 THERE HAVE BEEN 38 ACADEMY CLASSES WITH MORE THAN 1700 ACADEMY GRADUATE MEMBERS. EACH CLASS HAS HELD 12-FACE TO FACE SESSIONS TOTALING 96 HOURS PER CLASS EQUALING 3,552 HOURS OF PROFESSIONAL LEARNING WITHIN THE ACADEMY PROGRAM. EACH YEAR A NEW ACADEMY CLASS GRADUATES. 2372432 2591587 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 2021, LEARNING FORWARD RECEIVED GRANT FUNDS OF $2,396,933, EARNED GRANT FUNDS OF $2,188,608 AND HAS UNEARNED GRANT FUNDS OF $938,108 AS OF JUNE 30, 2021. A. THE CARNEGIE FOUNDATION OF NEW YORK, THE CHARLES & LYNN SCHUSTERMAN FAMILY FOUNDATION AND THE WILLIAM & FLORA HEWLETT FOUNDATION ALL PROVIDED GRANTS TO DEVELOP THE NEW STANDARDS FOR PROFESSIONAL LEARNING WITH ASSOCIATED TOOLS AND RESOURCES. THIS IS A REVISION TO THE WIDELY ADOPTED 2011 STANDARDS FOR PROFESSIONAL LEARNING. B. THE CHARLES & LYNN SCHUSTERMAN FAMILY FOUNDATION PROVIDED A GRANT FOR FEDERAL POLICY AND ADVOCACY AND AN ADDITIONAL GRANT TO SUPPORT LEARNING FORWARD'S "PIVOT" TO CURRICLUM-GROUNDED PROFESSIONAL LEARNING.C. THE WILLIAM & FLORA HEWLETT FOUNDATION PROVIDED A GRANT FOR DEVELOPING A SOLUTION FOR IMPROVING LEARNING SYSTEMS AND A GRANT FOR UPDATING TEACHING PROFESSIONAL DEVELOPMENT STANDARDS.D. THE BILL AND MELINDA GATES FOUNDATION THROUGH THE COMMUNITIES FOUNDATION PROVIDED GRANTS TO IMPLEMENT A CONTINUOUS IMPROVEMENT FRAMEWORK ACROSS A NETWORK OF 10 NORTH TEXAS MIDDLE SCHOOLS. E. THE CARNEGIE CORPORATION OF NEW YORK PROVIDED A GRANT FOR A PROJECT TO LAUNCH A CONTENT-BASED COACHING PROGRAM AND A GRANT FOR STATE LEVEL POLICY WORK.F. THE WALLACE FOUNDATION PROVIDED A GRANT 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. THE WALLACE FOUNDATION ALSO PROVIDED A ONE-TIME EMERGENCY GRANT AS PART OF THEIR COVID RELIEF FUND FOR CURRENT AND RECENT GRANTEES, . G. ROBIN HOOD FOUNDATION (CENTERPOINT) PROVIDED FUNDING FOR WORK TO DEVELOP A REPLICABLE, SUSTAINABLE DISTRICT-LEVEL PROFESSIONAL LEARNING MODEL, SUPPLEMENTED BY EDUCATOR PROTOCOLS AND TOOLS, THAT SUPPORTS TRANSITION FROM TRADITIONAL METHODS OF TEACHING LITERACY TO BLENDED LITERACY INSTRUCTION. H. AIR TWO GRANTS UNDER THE US DEPARTMENT OF EDUCATIONS EIR PROGRAM TO PROVIDE SERVICES TO AIR IN TWO SUBGRANTS- FIRST, TESTING AND VALIDATION OF THE MY TEACHING PARTNERS COACHING APPROACH TO EDUCATORS FOR IMPROVED CLASSROOM PERFORMANCE AND IN THE SECOND ONE, THE STUDY OF THE IMPROVING INSTRUCTION AND STUDENT ACHIEVEMENT THROUGH THE PROFESSIONAL LEARNING WITH IMPACT PROGRAM 1034967 1642999 LEARNING FORWARD CONSULTANTS SPENT 421 DAYS IN THE FIELD IN FY21, SUPPORTING 55 CLIENTS THAT INCLUDED 4 STATE DEPARTMENTS OF EDUCATION, 3 STATE OR REGIONAL EDUCATION ASSOCIATIONS, 6 EDUCATIONAL SUPPORT ORGANIZATIONS, AND 32 UNIQUE SCHOOL SYSTEMS. IN ADDITION, LEARNING FORWARD ASSISTED 17 SCHOOL SYSTEMS AND REGIONAL EDUCATION CENTERS IN EVALUATING THE QUALITY OF THEIR PROFESSIONAL LEARNING BY ADMINISTERING THE STANDARDS ASSESSMENT INVENTORY IN 441 SCHOOLS. 357033 562425 PUBLICATIONS: PUBLICATIONS INCREASE THE KNOWLEDGE OF EDUCATORS ON ISSUES RELEVANT TO IMPROVING PROFESSIONAL LEARNING, ACCELERATING SCHOOL IMPROVEMENT, AND ELEVATING ORGANIZATIONAL EFFECTIVENESS. LEARNING FORWARD PUBLISHES THE LEARNING PROFESSIONAL, THE LEARNING FORWARD JOURNAL, SIX TIMES EACH YEAR.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 11,500 MEMBERS. 357033 562425 4908831 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 90 0 22 1 1 1 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X MICHAEL LANHAM 9724210900 800 E CAMPBELL RD SUITE 224 RICHARDSON TX 75081 STEVE CARDWELL FORMER PRESIDENT 1.00 X X 0 0 0 WENDY ROBINSON PRESIDENT 1.00 X X 0 0 0 ASH VASUDEVA TRUSTEE 1.00 X 0 0 0 SUE SARBER TRUSTEE 1.00 X 0 0 0 SEGUN EUBANKS PRESIDENT ELECT 1.00 X 0 0 0 MARK ELGART TRUSTEE 1.00 X 0 0 0 LINDA CHEN TRUSTEE 1.00 X 0 0 0 DENISE BORDERS CEO 40.00 X 310075 0 0 FRED BROWN CHIEF LEARNING OFFICER 40.00 X 188839 0 0 MICHAEL R LANHAM COO/CFO 40.00 X 151297 0 26000 MELINDA GEORGE CHIEF POLICY OFFICER 40.00 X 188198 0 0 838409 0 26000 5 0 1 0 NICK MORGAN 36 FAIRFIELD ST NEWTON MA 02460 EDUCATIONAL CONSULTANT 209172 MARGARET KAY PSENCIK 20327 TIMBERLINE TRAIL CYPRESS TX 77433 EDUCATIONAL CONSULTANT 183964 GREEN RIVER DATA ANALYSIS 167 MAIN ST BRATTLEBORO VT 05301 EDUCATIONAL CONSULTANT 152080 JOURNEY WEBSITES 1 PO SECURITY BUILDING 204 NOTRE DAME IN 46556 EDUCATIONAL CONSULTANT 121966 D2L LTD 210 WEST PENNYSLVANIA AVE SUITE 400 TOWSON MD 21204 EDUCATIONAL CONSULTANT 106899 5 562425 1163928 2591587 4317940 CONSULTING 611710 1642999 1642999 CONFERENCES 611710 934844 934844 NETWORKS/LEARNING EXPE 611710 323405 323405 2901248 29863 29863 2950 2950 162188 116998 45190 45190 45190 312594 136633 175961 175961 ADVERTISING 541800 50353 50353 50353 7523505 3110022 50353 45190 X 1019066 827940 191126 1419320 1153127 266193 542365 440644 101721 167266 135895 31371 1383590 1296413 87177 720938 262435 458503 341535 337882 3653 52888 52888 PRINTING AND PUBLICATIO 555212 454495 100717 INVESTMENT ACCOUNT FEES 8925 8925 OTHER INCOME -4298 -4298 6206807 4908831 1297976 0 1494843 1687657 1987143 2352578 177950 173582 48562 35240 487765 200737 256302 287028 1348637 1547411 11916 11916 5325353 6095412 396908 309050 620277 408773 430900 219731 123203 1667816 841026 X 1390475 2677889 2267062 2576497 3657537 5254386 5325353 6095412 1316698 280152 0 X 0 1 X 1 0 X 2433390 1965904 2825695 3273429 4317940 14816358 4809868 6067737 5761347 4713788 3077209 24429949 7243258 8033641 8587042 7987217 7395149 39246307 0 0 0 39246307 84832 79551 30756 66865 29863 291867 84832 79551 30756 66865 29863 291867 7328090 8113192 8617798 8054082 7425012 39538174 0.99260 0.99110 0.00740 0.00890 X 60000 60000 6146808 6206808 460340 115085 0 0 562971 567380 460340 1590691 2386037 54000 60000 60000 174000 140743 141845 115085 397673 596510 487765 200737 287028 287028 ACCRUED EXPENSES 123203 123203 7973184 280152 169527 449679 7523505 0 7523505 6374733 167925 167925 6206808 0 6206808 PART XI, LINE 2D - OTHER ADJUSTMENTS: LFF INCOME FILES SEPARATE 990 37,522. INVESTMENT EXPENSE REPORT IN EXPENSE. -8,926. PUBLICATION EXP REPORTED AS COGS 136,633. REPORTED AS REDUCTION OF EXP ON 990 4,298. PART XII, LINE 2D - OTHER ADJUSTMENTS: LFF EXPENSES FILES SEPARATE 990 35,920. INVESTMENT EXPENSE REPORT IN EXPENSE -8,926. PUBLICATION EXP REPORTED AS COGS 136,633. REPORTED AS INCOME ON AUDIT 4,298. X X X 0 0 0 0 0 0 0 0 0 DENISE BORDERS CEO 308832 0 0 0 1243 0 0 0 0 0 310075 0 0 0 FRED BROWN CHIEF LEARNING OFFICER 185211 0 0 0 3628 0 0 0 0 0 188839 0 0 0 MELINDA GEORGE CHIEF POLICY OFFICER 188198 0 0 0 0 0 0 0 0 0 188198 0 0 0 MICHAEL R LANHAM COO/CFO 150054 0 0 0 1243 0 26000 0 0 0 177297 0 0 0 TOTAL NUMBER OF VOLUNTEERS OVER 160 VOLUNTEERS WORKED OVER 3,040 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. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. MEMBERSHIP IS OPEN TO THE PUBLIC FOR A YEARLY MEMBERSHIP FEE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF TRUSTEES, AND THE BOARD MAY APPOINT TWO ADDITIONAL MEMBERS FORM 990, PART VI, SECTION B, LINE 11B COPY OF 990 IS AVAILABLE TO ALL BOARD MEMBERS. THE STATUS OF THE 990 FILING IS REPORTED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENT OF AGREEMENT FORMS ARE SIGNED ANNUALLY BY THE BOARD OF TRUSTEES AND EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 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 & APPROVAL PROCESS - OFFICERS & 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, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,296,413. MANAGEMENT AND GENERAL EXPENSES 87,177. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,383,590. LEARNING FORWARD FOUNDATION 504 S LOCUST STREET OXFORD OH 45056 311139817 EDUCATIONAL OH 501 C 3 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0