LEARNING POLICY INSTITUTE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEARNING POLICY INSTITUTE (EIN 47-2772048)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-15
- IRS object ID
- 202003219349300900
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-15T23:06:36-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475525639 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANDEM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 Old County Road Suite 100-140 | AddressLine1Txt |
| City | Pacifica | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472772048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Learning Policy Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAR | BusinessNameControlTxt |
| Phone | 6503329797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 Page Mill Road No 250 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943041140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Teresa M Godfrey | PersonNm |
| Person Title | CFAO | PersonTitleTxt |
| Phone | 6503329733 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lynn Henley | PreparerPersonNm |
| PTIN | P00356034 | PTIN |
| Phone | 6503509805 | PhoneNum |
| Preparation | 2020-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.158.214.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-15 | IPDt |
| IP Tm | 23:00:35 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AEC088AAD76BD20DC393F3FB442787510B848D72 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Linda Darling-Hammond | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 Page Mill Road No 250 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943041140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,145,345 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://learningpolicyinstitute.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The conduct of independent, high-quality research to improve learning for each and every child. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 77 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,638,799 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,660,866 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,234 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $445,056 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,517 | PYInvestmentIncomeAmt |
| CY Investment Income | $39,423 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,696,550 | PYTotalRevenueAmt |
| CY Total Revenue | $19,145,345 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $590,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,711,465 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,608,732 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,688,984 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $158,455 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,081,004 | PYOtherExpensesAmt |
| CY Other Expenses | $3,132,329 | CYOtherExpensesAmt |
| PY Total Expenses | $10,279,736 | PYTotalExpensesAmt |
| CY Total Expenses | $13,532,778 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,416,814 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,612,567 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,955,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,846,506 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,069,323 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,347,691 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,886,248 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,498,815 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,735,903 | ExpenseAmt |
| Grant | $2,711,465 | GrantAmt |
| Revenue | $445,056 | RevenueAmt |
| Desc | In the area of Early Childhood Learning, LPI focused on preparing a diverse, high-quality early childhood workforce in two reports. The first, the Early Childhood Essentials Framework, synthesizes the field's knowledge of the essential skills children should acquire before they enter kindergarten and the related skills and competencies early childhood educators must cultivate in order to provide high-quality early learning experiences. The second report, Promising Models for Preparing a Diverse, High-Quality Early Childhood Workforce, described the fragmented state of early educator preparation programs, provided case studies of innovative early educator preparation programs, and identified policy recommendations for states building upon lessons from New Jersey's preschool program.In the area of Educator Quality, LPI launched the Educator Preparation Laboratory in 2019 in partnership with Bank Street College of Education. The Lab's goal is to transform educator preparation across the country and bring practice, policy, and research into closer alignment around deeper learning and equity-focused practices. LPI also had a program of study to inform the broader goal of ensuring that all schools and districts are led by quality leaders, including starting two national surveys, drafting a review of the literature on leader preparation and professional development, and partnering with the Southern Education Foundation on the Racial Equity Leadership Network. In the area of Equitable Resources and Access, LPI continued its work to build the knowledge of state legislators and legislative staff to help advance equitable and adequate school finance systems through its partnership with the National Conference of State Legislatures (NCSL) and the NCSL Education Finance Fellowship. LPI also launched several studies using data from the Civil Rights Data Collection (CRDC) focused on teacher quality, advanced course access, and discipline (in partnership with the UCLA Civil Rights Project).In the area of Whole Child Education, LPI continued to advance a set of research and policy initiatives that aim to bring deeper learning to scale to meet the academic, social, and emotional needs all students. LPI was involved in multiple strands of work: 1) conducting original research networking efforts to advance deeper learning, performance assessments, and other student-centered, whole child educational practices; 2) informing state and federal policy to support whole child approaches to education, including the implementation of practices aligned with the science of learning and development; and 3) advancing local, state, and federal community school initiatives through a coordinated research agenda. | Desc |
| Total Program Service Expenses | $11,735,903 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 77 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Teresa M Godfrey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503329733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 Page Mill Road Suite 250 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Susan Sandler | |||||||
| Board Chair | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| David Lyon | |||||||
| Board Treasurer | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kris D Gutierrez | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephan Turnipseed | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Sherrilyn Ifill | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| David Rattray | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Linda Darling-Hammond | |||||||
| Director,CEO | 40.00 | Yes (X) | Yes (X) | $431,819 | $0 | $60,396 | |
| Liz Simons | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Chow | |||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Patrick Shields | |||||||
| Executive Director | 40.00 | Yes (X) | $341,166 | $0 | $60,387 | ||
| Jeff Kumataka | |||||||
| CFO | 40.00 | Yes (X) | $181,193 | $0 | $60,659 | ||
| Teresa M Godfrey | |||||||
| CFAO | 40.00 | Yes (X) | $13,172 | $0 | $12,521 | ||
| Gretchen Wright | |||||||
| Dir. Comms | 40.00 | $136,338 | $0 | $19,301 | Yes (X) | ||
| Jessica Cardichon | |||||||
| Dir. DC Office | 40.00 | $163,887 | $0 | $22,573 | Yes (X) | ||
| Marjorie Wechsler | |||||||
| Research | 40.00 | $200,138 | $0 | $12,008 | Yes (X) | ||
| DeAnna Duncan Grand | |||||||
| Dir. of Development | 40.00 | $173,151 | $0 | $23,040 | Yes (X) | ||
| Caitlin Scott | |||||||
| Research Director | 40.00 | $177,849 | $0 | $22,529 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,818,713 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $293,414 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bank Street College of Education | |||||
| 610 West 112 Street | New York | NY | 10025 | Consultant | $512,523 |
| Education First Consulting LLC | |||||
| PO Box 22871 | Seattle | WA | 98122 | Consultant | $416,666 |
| EducationCounsel LLP | |||||
| PO Box 11070 | Columbia | SC | 29211 | Strategy Consultant | $195,815 |
| Turnaround for Children | |||||
| 25 West 45th St 6th floor | New York | NY | 10036 | Consulting | $185,000 |
| George Lucas Educational Foundation | |||||
| PO Box 3494 | San Rafeal | CA | 94912 | Consulting | $175,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $18,660,866 | AllOtherContributionsAmt |
| Total Contributions | $18,660,866 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Contract Revenue | 812900 | $400,940 | $400,940 |
| Speaking Fees, Other Related Reve | 812900 | $44,116 | $44,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $445,056 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,423 | TotalRevenueColumnAmt |
| Exclusion | $39,423 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,145,345 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $445,056 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $39,423 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,711,465 | TotalAmt |
| Program Services | $2,711,465 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $967,350 | TotalAmt |
| Program Services | $792,163 | ProgramServicesAmt |
| Management And General | $157,775 | ManagementAndGeneralAmt |
| Fundraising | $17,412 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,325,436 | TotalAmt |
| Program Services | $4,355,552 | ProgramServicesAmt |
| Management And General | $873,579 | ManagementAndGeneralAmt |
| Fundraising | $96,305 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,918 | TotalAmt |
| Program Services | $156,343 | ProgramServicesAmt |
| Management And General | $31,138 | ManagementAndGeneralAmt |
| Fundraising | $3,437 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,233 | TotalAmt |
| Program Services | $614,851 | ProgramServicesAmt |
| Management And General | $126,788 | ManagementAndGeneralAmt |
| Fundraising | $13,594 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,047 | TotalAmt |
| Program Services | $368,543 | ProgramServicesAmt |
| Management And General | $73,403 | ManagementAndGeneralAmt |
| Fundraising | $8,101 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,019 | TotalAmt |
| Management And General | $10,019 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,501 | TotalAmt |
| Program Services | $15,370 | ProgramServicesAmt |
| Management And General | $3,003 | ManagementAndGeneralAmt |
| Fundraising | $128 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $862,196 | TotalAmt |
| Program Services | $832,782 | ProgramServicesAmt |
| Management And General | $28,214 | ManagementAndGeneralAmt |
| Fundraising | $1,200 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,144 | TotalAmt |
| Program Services | $2,144 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,102 | TotalAmt |
| Program Services | $92,763 | ProgramServicesAmt |
| Management And General | $12,066 | ManagementAndGeneralAmt |
| Fundraising | $273 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,110 | TotalAmt |
| Program Services | $138,199 | ProgramServicesAmt |
| Management And General | $22,760 | ManagementAndGeneralAmt |
| Fundraising | $1,151 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $830,601 | TotalAmt |
| Program Services | $680,179 | ProgramServicesAmt |
| Management And General | $135,471 | ManagementAndGeneralAmt |
| Fundraising | $14,951 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,074 | TotalAmt |
| Program Services | $327,700 | ProgramServicesAmt |
| Management And General | $58,374 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,443 | TotalAmt |
| Program Services | $241,435 | ProgramServicesAmt |
| Management And General | $43,008 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,152 | TotalAmt |
| Program Services | $28,786 | ProgramServicesAmt |
| Management And General | $5,733 | ManagementAndGeneralAmt |
| Fundraising | $633 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,324 | TotalAmt |
| Program Services | $10,877 | ProgramServicesAmt |
| Management And General | $1,415 | ManagementAndGeneralAmt |
| Fundraising | $32 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing & Publications | $182,569 | $161,135 | $20,959 | $475 |
| Staff Development | $92,269 | $76,657 | $15,612 | |
| Other Expenses | $72,995 | $64,425 | $8,380 | $190 |
| Website | $72,475 | $61,786 | $10,176 | $513 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,355 | TotalAmt |
| Program Services | $2,748 | ProgramServicesAmt |
| Management And General | $547 | ManagementAndGeneralAmt |
| Fundraising | $60 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,532,778 | TotalAmt |
| Program Services | $11,735,903 | ProgramServicesAmt |
| Management And General | $1,638,420 | ManagementAndGeneralAmt |
| Fundraising | $158,455 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,105,606 | BOYAmt |
| EOY | $6,997,734 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,972 | BOYAmt |
| EOY | $1,317,392 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,061,186 | BOYAmt |
| EOY | $7,174,209 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,320 | BOYAmt |
| EOY | $44,925 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $143,419 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,582 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,861 | BOYAmt |
| EOY | $21,837 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,737,626 | BOYAmt |
| EOY | $1,290,409 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,955,571 | BOYAmt |
| EOY | $16,846,506 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,672 | BOYAmt |
| EOY | $219,845 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $61,667 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $948,651 | BOYAmt |
| EOY | $1,066,179 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,069,323 | BOYAmt |
| EOY | $1,347,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,724,687 | BOYAmt |
| EOY | $2,786,585 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,161,561 | BOYAmt |
| EOY | $12,712,230 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,886,248 | BOYAmt |
| EOY | $15,498,815 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,955,571 | BOYAmt |
| EOY | $16,846,506 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,612,567 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,275,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,765,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,302,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,638,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,660,866 | CurrentTaxYearAmt |
| Total | $59,642,238 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,275,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,765,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,302,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,638,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,660,866 | CurrentTaxYearAmt |
| Total | $59,642,238 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $38,671,987 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,970,251 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,536 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,423 | CurrentTaxYearAmt |
| Total | $83,600 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $59,725,838 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $518,290 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,544 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,544 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,530,234 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,532,778 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $826,639 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $206,660 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $529,337 | CurrentYearMinus3Amt |
| Current Year Minus2 | $612,819 | CurrentYearMinus2Amt |
| Current Year Minus1 | $663,987 | CurrentYearMinus1Amt |
| Current Year | $826,639 | CurrentYearAmt |
| Total | $2,632,782 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,949,173 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $31,805 | CurrentYearMinus3Amt |
| Current Year Minus2 | $5,389 | CurrentYearMinus2Amt |
| Current Year Minus1 | $11,468 | CurrentYearMinus1Amt |
| Current Year | $2,544 | CurrentYearAmt |
| Total | $51,206 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $132,334 | CurrentYearMinus3Amt |
| Current Year Minus2 | $153,205 | CurrentYearMinus2Amt |
| Current Year Minus1 | $165,997 | CurrentYearMinus1Amt |
| Current Year | $206,660 | CurrentYearAmt |
| Total | $658,196 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $987,294 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,939 | DepreciationAmt |
| Book Value | $5,521 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,959 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,643 | DepreciationAmt |
| Book Value | $16,316 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,837 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deposits | $134,064 |
| Deferred compensation investments | $480,749 |
| Grants receivable - long-term | $675,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,290,409 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Expenses | $537,345 |
| Deferred Rent | $48,085 |
| Deferred compensation liability | $480,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,066,179 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,145,345 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,145,345 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,145,345 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,532,778 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,532,778 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,532,778 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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's status as a publicly supported charity is subject to the Internal Revenue Service's (IRS) 5-year look back period which requires a reporting of the Institute's revenue sources through the end of 2019. Failure to meet the criteria for classification as a publicly supported charity could result in the Institute being declared a private foundation. The Institute's management believes that it will satisfy the IRS' required criteria and will be able to maintain its publicly supported charity status. 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 2015. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Afterschool Alliance | ||||||||
| 1101 14th St NW Ste 700 | Washington | DC | 20005 | 522275123 | 501(c)(3) | $50,000 | Engage CSI states in strategic actions and align to recommendatios of the National Commission on Social, Emotional and Academic Development | |
| American Institutes for Research | ||||||||
| 2800 Campus Drive Suite 200 | San Mateo | CA | 22202 | 250965219 | 501(c)(3) | $15,000 | Support LPI's work on (1) Science-aligned resources and (2)science-aligned accreditation changes | |
| America's Promise -The Alliance for Youth | ||||||||
| 1110 Vermont Ave NW Suite 900 | Washington | DC | 20005 | 541848713 | 501(c)(3) | $50,000 | Engage CSI states in strategic actions and align to recommendatios of the National Commission on Social, Emotional and Academic Development | |
| Bank Street College of Education | ||||||||
| 610 W 112th st | New York | NY | 10025 | 135562167 | 501(c)(3) | $511,893 | To support overall objectives of the EPIC initiative | |
| Board of Trustees of Leland Stanford Jr University | ||||||||
| 450 Serra Mall | Stanford | CA | 94305 | 941156365 | 501(c)(3) | $95,000 | To support deeper learning related objectives | |
| CASEL | ||||||||
| 815 W Van Buren St Suite 210 | Chicago | IL | 60607 | 205884201 | 501(c)(3) | $100,000 | Engage CSI states in strategic actions and align to recommendatios of the National Commission on Social, Emotional and Academic Development | |
| Center for Teaching Quality | ||||||||
| 605 West Main Street Suite 205 | Carrboro | NC | 27510 | 043606319 | 501(c)(3) | $70,000 | Research on teacher retention and school achievement | |
| CIVIC LLC | ||||||||
| 1110 Vermont Avenue Suite 900 | Washington | DC | 20005 | 810814802 | 501(c)(3) | $50,000 | To advance the goals of Social Emotional Academic Development | |
| Council of Chief State School Officers | ||||||||
| One Massachusetts Avenue NW Suite | Washington | DC | 20005 | 530198090 | 501(c)(3) | $100,000 | Aligning the work on Social, Emotional and Academic Development with the goals of the Policy Table | 700 |
| Education First Consulting LLC | ||||||||
| PO Box 22871 | Seattle | WA | 98122 | 260634492 | 501(c)(3) | $416,666 | To support deeper learning related objectives | |
| Education Counsel LLC | ||||||||
| 101 Constitution Ave NW Suite 900 | Washington | DC | 20001 | 570215445 | 501(c)(3) | $170,000 | To support the project on Social Emotional Academic Development | |
| George Lucas Educational Foundation | ||||||||
| PO Box 3494 | San Rafael | CA | 94912 | 680065687 | 501(c)(3) | $175,000 | To support the project on Social Emotional Academic Development | |
| National Association of State Boards of Education | ||||||||
| 123 North Pitt Street Suite 350 | Alexandria | VA | 22314 | 460282694 | 501(c)(3) | $75,000 | To support the project on Social Emotional Academic Development | |
| National Conference of State Legislatures | ||||||||
| 444 North Capitol Street NW Suite | Washington | DC | 20001 | 840772595 | 501(c)(3) | $253,000 | To support the project on Social Emotional Academic Development | 515 |
| National Governors Association Center for Best Practices | ||||||||
| 444 North Capitol Street Suite 267 | washington | DC | 20001 | 237391796 | 501(c)(3) | $100,000 | To support the project on Social Emotional Academic Development | |
| Regents University of California Los Angeles | ||||||||
| 1111 Franklin St12th floor | Oakland | CA | 94607 | 956006143 | 501(c)(3) | $33,000 | To produce a report analyzing selected data from Department of Education's Office for Civil Rights | |
| The Forum for Youth Investment | ||||||||
| 7064 Eastern Ave NW | Washington | DC | 20012 | 522242472 | 501(c)(3) | $50,000 | To support the project on Social Emotional Academic Development | |
| The Opportunity Institute | ||||||||
| 2001 Center St | Berkeley | CA | 94704 | 473888926 | 501(c)(3) | $50,000 | To support research on the Whole Child Equity initiative | |
| Turnaround for Children Inc | ||||||||
| 25 West 45th Street 6th floor | New York | NY | 10036 | 061495529 | 501(c)(3) | $185,000 | To support the project on Social Emotional Academic Development | |
| WestEd | ||||||||
| 730 Harrison St | San Francisco | CA | 94107 | 943233542 | 501(c)(3) | $118,406 | To examine the professional environment of teachers as it relates to their develpomnet and overall effectiveness | |
| Versed Education Group | ||||||||
| 4333 Talmadge Circle | Suitland | MD | 20746 | 474795448 | $26,590 | Planning and facilitaiton of equity workshop | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Organization maintains close relationships with all of its grantees. These close relationships allow the Organization to witness the work that is accomplished by the grantee organizations as a result of having received a grant from the Organization. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Linda Darling-Hammond | ||||||||||||||
| Director,CEO | $431,819 | $0 | $0 | $0 | $0 | $0 | $47,000 | $0 | $13,396 | $0 | $492,215 | $0 | $0 | $0 |
| Patrick Shields | ||||||||||||||
| Executive Director | $341,166 | $0 | $0 | $0 | $0 | $0 | $47,000 | $0 | $13,387 | $0 | $401,553 | $0 | $0 | $0 |
| Jeff Kumataka | ||||||||||||||
| CFO | $181,193 | $0 | $0 | $0 | $0 | $0 | $37,615 | $0 | $23,044 | $0 | $241,852 | $0 | $0 | $0 |
| Gretchen Wright | ||||||||||||||
| Dir. Comms | $136,338 | $0 | $0 | $0 | $0 | $0 | $4,137 | $0 | $15,164 | $0 | $155,639 | $0 | $0 | $0 |
| Jessica Cardichon | ||||||||||||||
| Dir. DC Office | $163,887 | $0 | $0 | $0 | $0 | $0 | $9,912 | $0 | $12,661 | $0 | $186,460 | $0 | $0 | $0 |
| Marjorie Wechsler | ||||||||||||||
| Research | $200,138 | $0 | $0 | $0 | $0 | $0 | $12,008 | $0 | $0 | $0 | $212,146 | $0 | $0 | $0 |
| DeAnna Duncan Grand | ||||||||||||||
| Dir. of Development | $173,151 | $0 | $0 | $0 | $0 | $0 | $10,575 | $0 | $12,465 | $0 | $196,191 | $0 | $0 | $0 |
| Caitlin Scott | ||||||||||||||
| Research Director | $177,849 | $0 | $0 | $0 | $0 | $0 | $10,150 | $0 | $12,379 | $0 | $200,378 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, CFO 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, CFO 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 available as required by the State of California and the federal government. |
| Part XII, question 2c | The process of the audit committee has not changed from the prior year. |