2022-11-03T07:48:28-07:00 2022-06-30 871353108 Eisner Advisory Group LLC 77 Tamarak Circle Skillman NJ 08558 990 2021-07-01 131659345 Learning Ally Inc LEAR 6092437603 20 Roszel Road Princeton NJ 08540 Andrew Friedman President & CEO 2022-11-03 true Andrew Friedman 999009999 Douglas Tapp P00200641 7322437000 3 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z Andrew Friedman 20 Roszel Road Princeton NJ 08540 32785463 false X www. Learningally.org X 1948 NJ LEARNING ALLY IS A LEADING NATIONAL NONPROFIT EDUCATION SOLUTIONS ORGANIZATION DEDICATED TO EQUIPPING EDUCATORS WITH PROVEN SOLUTIONS THAT HELP STRUGGLING LEARNERS TO REACH THEIR POTENTIAL SEE ATTACHMENT 1. 8 8 196 618 0 11403650 10596631 10291474 12445478 524395 7881554 1832165 466738 24051684 31390401 96000 75000 0 17261180 18460641 388376 461032 1618776 5898891 8795878 23644447 27792551 407237 3597850 38869438 38562596 9544443 12846345 29324995 25716251 LEARNING ALLY IS A LEADING NATIONAL NONPROFIT EDUCATION SOLUTIONS ORGANIZATION DEDICATED TO EQUIPPING EDUCATORS WITH PROVEN SOLUTIONS THAT HELP STRUGGLING LEARNERS TO REACH THEIR POTENTIAL SEE ATTACHMENT 1. false false 21466441 75000 12486001 ATTACHMENT 2 21466441 true true false true false false false false false true true true false true false true true false false false false false false true false false false true true true false false false false false false false false false false false false false false false false false true 147 0 true 196 true false false false false false false false 0 false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true true true false AK AL AR AZ CA CO CT DC FL GA IL IN KS KY MA MD ME MI MN MO MS MT NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X Bridget Matteson 6092437603 20 Roszel Road Princeton NJ 08540 Andrew Friedman President & CEO 60.00 0.00 X 625005 0 94979 Lee Peters COO 50.00 0.00 276783 0 39292 Tim Wilson CFO 50.00 0.00 X 244053 0 38952 Jeffery Ho CMLIO 50.00 0.00 234749 0 36282 Robert A Edenzon VP of Sales 50.00 0.00 233565 0 24550 Carole A Williams Dir., Dist. Partnerships, NE 50.00 0.00 229660 0 28105 Samanth Edla VP, Technology & CISO 50.00 0.00 223667 0 25900 Shannon E Penrose-Maddux Direct, Dist Partnerships West 50.00 0.00 216841 0 15930 Heather L Wiederstein VP of Solution Design 50.00 0.00 222134 0 8367 Rebecca Hatcher Team Lead, Inside Sales Rep 50.00 0.00 214580 0 14258 Michele Sherburne CGSP 50.00 0.00 205996 0 12816 Steven M Valvano VP, Great People, HR 50.00 0.00 186320 0 25875 Mona Yoast-Fravel VP, Educator Success 50.00 0.00 204999 0 5776 David Aycan CSO 50.00 0.00 185208 0 12674 Cheryl B Lin Chief Marketing Officer 50.00 0.00 186077 0 6994 Cynthia Hamburger Sr. Advisor to CEO 50.00 0.00 170729 0 20398 Patrick Brennan VP, State Relations 50.00 0.00 178357 0 11065 Terrie L Noland VP Nat. Dir. Educator Initiatives 50.00 0.00 156585 0 28724 Jamey Gildea Dir. Solutions Architecture 50.00 0.00 167005 0 15005 Dawn Ulley Natl Dr, Implementation Success 50.00 0.00 165846 0 15038 Elissa Tomasetti VP of Marketing 50.00 0.00 169570 0 6190 Cheryl Kopec Dir., Program Management 50.00 0.00 154613 0 21077 Shelley Weisbrich Inside Sales Representative 50.00 0.00 157700 0 16320 Janet Marsico Inside Sales Rep 50.00 0.00 146393 0 26638 David Kozemchak AVP, Production 50.00 0.00 143705 0 27954 Regina Emdin Dr of Dist Partnerships- Northeast 50.00 0.00 164094 0 5131 Danica L Lovings Sales Manager 50.00 0.00 129185 0 23193 James Pritchett Lead Proc Redesign 50.00 0.00 133813 0 18083 Andrew Singleton Natl Dir, St Grant 50.00 0.00 127584 0 17795 Lia Preuss Dir of Marketing 50.00 0.00 132405 0 8887 Joan E Pedley Director of Marketing 50.00 0.00 109341 0 21545 Therese Llorente Chairman 3.00 0.00 X X 0 0 0 Steve Carnevale Attach 3 Trustee 3.00 0.00 X X 0 0 0 Rosemarie Loffredo Treasurer 3.00 0.00 X X 0 0 0 Mary Beth O'Hagan Secretary 3.00 0.00 X X 0 0 0 Elise Darwish Attach 3 Trustee 3.00 0.00 X X 0 0 0 Shawn Bird Trustee 3.00 0.00 X X 0 0 0 Peter Falzon Trustee 3.00 0.00 X X 0 0 0 Alexandra Hill Trustee 3.00 0.00 X X 0 0 0 6096562 673793 49 true true false FAIRCOM NEW YORK INC 12 WEST 27TH ST NEW YORK NY 10001 Direct Marketing 462381 HOWARD SLOAN SEARCH INC 555 FIFTH AVE NEW YORK NY 10017 RECRUITING FIRM 141666 ORACLE AMERICA INC 15612 COLLECTIONS CTR DR CHICAGO IL 60693 SOFTWARE FIRM 187565 LIMELIGHT NETWORKS Dept CH 16409 Palatine IL 600556409 DATA STORAGE 139555 NSR Holdings Inc 6800 Burleson Rd Buil 310 St 265 New York NY 10016 CONSULTING MARKETING 165692 10 3359851 7236780 22685 10596631 Membership Fee Revenue 900099 10960742 10960742 Training & Seminars 900099 1484736 1484736 12445478 3025746 3025746 0 35938 35938 0 6250870 1395062 4855808 4855808 4855808 0 0 0 Custom Recording 900099 40523 40523 Other Revenue 900099 390277 390277 430800 31390401 12486001 8307769 X 30000 30000 45000 45000 0 0 7259871 5678945 1309338 271588 0 8786958 7696773 437842 652343 131410 116146 9544 5720 1123564 1030189 47780 45595 1158838 988080 103196 67562 0 254536 23738 230798 97136 97136 51368 51368 461032 461032 8642 8642 3784083 2967594 782139 34350 555298 552294 41 2963 671872 167990 490802 13080 1263839 581915 669717 12207 0 260359 257941 2418 421181 309201 81422 30558 0 123573 116818 1736 5019 5070 5070 0 181419 110588 70765 66 127018 58428 68590 BOOKS & PUBLICATIONS 340802 222538 104770 13494 RECRUIT&TRAIN. & OTHER 301643 162633 138075 935 TAPES & SUPPLIES 229779 229779 All other expenses 108510 58733 47513 2264 9750 9750 27792551 21466441 4707334 1618776 0 1733691 4095396 1600622 3982214 4170385 5634699 0 0 0 0 623574 1146248 6019086 5049342 2382941 969744 566591 490635 21865304 17164356 0 0 5926330 5079304 38869438 38562596 2076901 3627661 7467542 9218684 9544443 12846345 X 5315897 3789597 24009098 21926654 29324995 25716251 38869438 38562596 3597850 -7196250 -10344 X false true X true true true X 8351152 9463047 7990654 11403650 10596631 47805134 0 0 8351152 9463047 7990654 11403650 10596631 47805134 4023102 43782032 2496254 1478478 283215 440834 3061684 7760465 0 73100 182654 122720 1806308 430800 2615582 58181181 55967558 0.75250 0.82270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 51368 51368 27741184 27792552 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 102233 65833 66754 51368 286188 250000 250000 250000 250000 1000000 1500000 15850375 -2708891 690010 12451474 13038341 4036970 1224936 15850375 14272084 838157 2071900 13038341 13728104 27152 516828 14272084 12807903 920201 13728104 0.00640 0.00360 false false false 33816 564 33252 2932250 2919542 12708 3053020 2129236 923784 969744 17164356 5079304 X 25592092 -7196250 1416927 -10344 -5789667 31381759 8642 8642 31390401 29200836 1416927 1416927 27783909 8642 8642 27792551 Part V, Line 4: Intended uses of the endowment fund. LEARNING ALLY, INC. 'S ENDOWMENT FUND CONSISTS OF APPROXIMATELY 40 INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR THE PURPOSE OF SUPPORTING THE ORGANIZATION'S MISSION-RELATED PROGRAMS. THE ENDOWMENT'S PRINCIPAL IS INTENDED TO BE LEFT UNTOUCHED, WHILE ITS INCOME WILL BE USED TO FUND DEVELOPMENT, PRODUCTION AND DISTRIBUTION OF LEARNING RESOURCES, NATIONAL ACHIEVEMENT AWARDS AND GENERAL OPERATIONS. Part X : FIN48 Footnote THE ORGANIZATION ADOPTED THE PROVISIONS OF FASB INTERPRETATION NO. 48 FIN 48 ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES AN INTERPRETATION OF FASB STATEMENT NO.109, NOW INCORPORATED IN ACCOUNTING STANDARDS CODIFICATION ASC 740. THE INTERNAL REVENUE SERVICE HAS RECOGNIZED LEARNING ALLY AS TAX-EXEMPT UNDER SECTION 501C3 OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2022, AND 2021, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX PROVISIONS IF ANY. THERE WERE NO INCOME TAX-RELATED INTEREST AND PENALTIES RECORDED FOR THE YEARS ENDED JUNE 30, 2022 AND 2021 X X X X X X true Faircom NY Inc 12 West 27th St New York NY 10001 DIRECT MAIL false 833277 461032 372245 833277 461032 372245 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Part I, Line 2b - Fundraiser Additional Information Schedule G, Part I FUNDRAISERS ----- THE FEES REPORTED AS HAVING BEEN PAID TO THE PROFESSIONAL FUNDRAISER IN SCHEDULE G, PART I, WERE PAID ON A FISCAL YEAR BASIS. THE AMOUNT LISTED FOR FAIRCOM NEW YORK INC. IS DIFFERENT THAN THE AMOUNT SHOWN ON PART VII, SECTION B, AS A TOP FIVE HIGHEST PAID CONTRACTOR AS THAT SCHEDULE IS PREPARED ON A CALENDAR YEAR BASIS. true Charlottesville City Schools 1562 Dairy Road Charlottesville VA 22902 546001203 15000 0 TO SUPPORT SPECIAL EDUC. PROGRAMS PEFCA PO Box 175 Charlottesville VA 22902 412158088 15000 0 TO SUPPORT SPECIAL EDUC. PROGRAMS 2 0 Educational Scholarships 5 30000 Educator Awards 10 15000 Additional Supplemental Information SCHEDULE I, PART II, LINE 1 LEARNING ALLY OCCASIONALLY PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS ALSO ENGAGED IN ADVANCING THE CAUSE OF STUDENTS WHO STRUGGLE TO READ THE PRINTED WORD. Grantmaker's Description of How Grants are Used SCHEDULE I, PART I, LINE 2 LEARNING ALLY, INC. PROVIDES SCHOLARSHIPS TO STUDENTS SEEKING A DEGREE IN HIGHER EDUCATION. THESE AMOUNTS ARE REMITTED DIRECTLY TO THE STUDENTS, WITH THE EXPECTATION THAT THE AMOUNTS WILL BE USED TO DEFRAY TUITION OR EDUCATIONAL COSTS, OR TO AN EDUCATIONAL INSTITUTION ATTENDED BY THE STUDENT.THE ORGANIZATION ISSUES 1099S TO THE RECIPIENT STUDENTS AS IT DOES NOT CONTROL THE USE OF THE FUNDS ONCE PAID DIRECTLY TO STUDENTS. EDUCATOR AWARDS, WHICH ARE COMPOSED OF A PAYMENT DIRECTLY TO TEACHERS AND FUNDS FOR USE IN SUPPLYING CLASSROOM MATERIAL ARE PROVIDED TO DESERVING TEACHERS WHO ADVANCE THE CAUSE OF EDUCATING STUDENTS IN THE CLASSROOM WHO ARE BLIND OR LEARNING DISABLED AND STRUGGLE READING THE PRINTED WORD. X X X X X true true false true false false false false false Andrew Friedman President & CEO 624231 774 58200 36779 719984 283500 Carole A Williams Dir., Dist. Partnerships, NE 142370 86270 1020 3465 24640 257765 Cheryl B Lin Chief Marketing Officer 185715 362 3376 3618 193071 Cheryl Kopec Dir., Program Management 154320 293 2763 18314 175690 Cynthia Hamburger Sr. Advisor to CEO 169887 842 5514 14884 191127 Danica L Lovings Sales Manager 87510 41481 194 4621 18572 152378 David Aycan CSO 185088 120 1339 11335 197882 David Kozemchak AVP, Production 143423 282 2501 25453 171659 Dawn Ulley Natl Dr, Implementation Success 144957 20715 174 3021 12017 180884 Elissa Tomasetti VP of Marketing 168947 623 2574 3616 175760 Heather L Wiederstein VP of Solution Design 221864 270 4058 4309 230501 James Pritchett Lead Proc Redesign 133098 715 775 17308 151896 Jamey Gildea Dir. Solutions Architecture 166377 628 15005 182010 Janet Marsico Inside Sales Rep 67133 79137 123 2431 24207 173031 Jeffery Ho CMLIO 234479 270 4423 31859 271031 Joan E Pedley Director of Marketing 108934 407 3830 17715 130886 Lee Peters COO 276369 414 5364 33928 316075 Michele Sherburne CGSP 205582 414 12816 218812 Mona Yoast-Fravel VP, Educator Success 204587 412 3830 1946 210775 Patrick Brennan VP, State Relations 178220 137 1056 10009 189422 Rebecca Hatcher Team Lead, Inside Sales Rep 75438 138936 206 3899 10359 228838 Regina Emdin Dr of Dist Partnerships- Northeast 126657 36850 587 3087 2044 169225 Robert A Edenzon VP of Sales 125243 107293 1029 4240 20310 258115 Samanth Edla VP, Technology & CISO 223487 180 25900 249567 Shannon E Penrose-Maddux Direct, Dist Partnerships West 139664 76832 345 3091 12839 232771 Shelley Weisbrich Inside Sales Representative 70464 87144 92 3018 13302 174020 Steven M Valvano VP, Great People, HR 185181 1139 285 25590 212195 Terrie L Noland VP Nat. Dir. Educator Initiatives 156393 192 2039 26685 185309 Tim Wilson CFO 242865 1188 4957 33995 283005 Form 990, Part VI, Line 11b: Form 990 Review Process MANAGEMENT PREPARES THE ANNUAL TAX FORM 990. FORM 990 WITH SUPPORTING DOCUMENTATION IS PROVIDED TO A PROFESSIONAL CPA FIRM WITH EXPERIENCE AND EXPERTISE IN NOT-FOR-PROFIT TAX RETURN PREPARATION. ONCE FORM 990 IS REVIEWED BY THE CPA FIRM, MANAGEMENT REVIEWS THE FORM, WHICH IS THEN PRESENTED TO AND REVIEWED AND APPROVED BY THE AUDIT COMMITTEE OF THE ORGANIZATION. FOLLOWING THEIR REVIEW, FORM 990 IS MADE AVAILABLE TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. THE ORGANIZATION'S BOARD OF TRUSTEES HAS DELEGATED TO ITS AUDIT COMMITTEE THE RESPONSIBILITY TO OVERSEE, REVIEW, AND APPROVE THE FEDERAL FORM 990, INCLUDING THE PREPARATION, REVIEW AND FILING PROCESS. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY, ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND SENIOR MANAGEMENT PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE TO ENSURE COMPLIANCE WITH THE POLICY. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT'S/CEO'S OFFICE. ANY POTENTIAL CONFLICTS ARE REVIEWED AND RESOLVED. FAILURE TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COULD LEAD TO TERMINATION. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management SEE ATTACHMENT 4 Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees SEE ATTACHMENT 4 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available LEARNING ALLY, INC. MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, WWW.LEARNINGALLY.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENT ARE AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION. SUPPLEMENTAL INFORMATION TO FORM 990 FOR ADDITIONAL INFORMATION SEE ATTACHMENT