LEARNING RESOURCES NETWORK INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LEARNING RESOURCES NETWORK INC (EIN 48-0908569)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-08
- IRS object ID
- 201743159349300104
- Schema version
- 2016v3.0
- 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 | 2017-11-08T09:47:41-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272746499 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Katharine H Leary CPA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 Simmons Rd PO Box 263 | AddressLine1Txt |
| City | Little Compton | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02837 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480908569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Learning Resources Network Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 Hostetler Drive | AddressLine1Txt |
| City | Manhattan | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gregory Marsello | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8006785376 | PhoneNum |
| Signature | 2017-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Katharine H Leary | PreparerPersonNm |
| PTIN | P00650204 | PTIN |
| Phone | 4016352706 | PhoneNum |
| Preparation | 2017-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.171.140.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-11 | IPDt |
| IP Tm | 09:51:04 | IPTm |
| Federal Original Submission Id | 0514262017315gsndbyo | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6E6638090E0652008BCC3C9E5B476EAF88AEE212 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6E6638090E0652008BCC3C9E5B476EAF88AEE212 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LERN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | William Draves | PrincipalOfficerNm |
| Gross Receipts | $2,507,324 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lern.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | LERN is an international association of lifelong learning programming, offering information, customized training, and consulting expertise to providers of continuing education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,604,461 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,500,730 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,087 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,594 | CYInvestmentIncomeAmt |
| PY Other Revenue | $771 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,618,319 | PYTotalRevenueAmt |
| CY Total Revenue | $2,507,324 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,211,055 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $932,374 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,687,832 | PYOtherExpensesAmt |
| CY Other Expenses | $1,552,489 | CYOtherExpensesAmt |
| PY Total Expenses | $2,898,887 | PYTotalExpensesAmt |
| CY Total Expenses | $2,484,863 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$280,568 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,461 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,245,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,204,308 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $288,585 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $216,881 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $956,553 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $987,427 | NetAssetsOrFundBalancesEOYAmt |
| Mission | LERN is an international association of lifelong learning programming, offering information, customized training, and consulting expertise to providers of continuing education. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $595,619 | ExpenseAmt |
| Revenue | $653,319 | RevenueAmt |
| Desc | UGotClass: online courses and certifications LERN develops/provides that LERN members and customers promote. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $496,375 | ExpenseAmt |
| Revenue | $484,112 | RevenueAmt |
| Desc | Annual Conference: each year LERN holds an annual conference. This past year the conference was in Baltimore, MD and approximately 750 people attended. The focus of the Conference is how-to, practical sessions and networking. LERN also runs mini-conferences throughout the year with approximately 200 attendees. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $240,089 | ExpenseAmt |
| Revenue | $267,488 | RevenueAmt |
| Desc | In-House Services: In-House Services are consulting, management support, interim positions, and so on. One LERN member utilized In-House Services this past year. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $210,089 | $479,227 | Membership: LERNs membership is comprised of approximately 1,200 organizations which totals 7,000 individuals. Organizations can have up to 6 people as part of their Organization Membership. |
| $196,265 | $223,386 | Education: LERN training institutes and certifications for lifelong learning professionals. |
| $134,629 | $248,677 | Consulting and Training: program review, profitability, marketing, staffing, and customizable consulting and training. Approximately 60 members utilized consulting and training services. |
| $54,164 | $59,145 | Faculty: Courses, certificates, and seminars supporting online teachers, faculty developers, and administrators of lifelong learning programs. |
| $44,196 | $73,519 | Publications and Products: manuals, software, and training videos for lifelong learning programs. |
| $4,058 | $11,857 | Misc program admin |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $643,401 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,095,811 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,975,484 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 82 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gregory Marsello | PersonNm |
| Phone | 8006785376 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 Hostetler Drive | AddressLine1Txt |
| City | Manhattan | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| William Draves | |||||||
| President | 40.00 | 0.00 | Yes (X) | Yes (X) | $116,317 | $0 | $2,503 |
| Rob Watters | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Thorpe | |||||||
| Past-chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kim Becicka | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Chuck Ramm | |||||||
| Vice-chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Marie Price | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Mrozinski | |||||||
| Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Elaine Chapman | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sandra Parker | |||||||
| Chair-elect | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Christina Draper | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Monique Fortmann | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Aaron Sauerbrei | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gregory Marsello | |||||||
| VP Org Development | 40.00 | 0.00 | Yes (X) | $135,358 | $0 | $1,880 | |
| Julia Coates Draves | |||||||
| VP Info Services | 40.00 | 0.00 | Yes (X) | $87,870 | $0 | $0 | |
| Layne Harpine | |||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $95,000 | $0 | $1,165 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $434,545 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,548 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | George Washington University | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 Eye Street | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Contract Presenter | ServicesDesc |
| Compensation | $131,474 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| In-House Services | 611710 | $267,488 | $267,488 |
| Membership | 611710 | $479,227 | $479,227 |
| Annual Conference | 611710 | $484,112 | $484,112 |
| UGotClass | 611710 | $653,319 | $653,319 |
| ConsultingTraining | 611710 | $248,677 | $248,677 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $367,907 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $367,907 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,500,730 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,594 | TotalRevenueColumnAmt |
| Exclusion | $6,594 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,507,324 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,500,730 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,594 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,704 | TotalAmt |
| Program Services | $240,528 | ProgramServicesAmt |
| Management And General | $80,176 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,743 | TotalAmt |
| Program Services | $381,369 | ProgramServicesAmt |
| Management And General | $42,374 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,111 | TotalAmt |
| Program Services | $35,179 | ProgramServicesAmt |
| Management And General | $6,932 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,416 | TotalAmt |
| Program Services | $63,001 | ProgramServicesAmt |
| Management And General | $12,415 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,400 | TotalAmt |
| Program Services | $58,811 | ProgramServicesAmt |
| Management And General | $11,589 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,688 | TotalAmt |
| Management And General | $2,688 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,090 | TotalAmt |
| Management And General | $42,090 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,905 | TotalAmt |
| Program Services | $395,346 | ProgramServicesAmt |
| Management And General | $50,559 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,019 | TotalAmt |
| Management And General | $36,019 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,294 | TotalAmt |
| Management And General | $116,294 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,518 | TotalAmt |
| Management And General | $18,518 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,302 | TotalAmt |
| Program Services | $297,219 | ProgramServicesAmt |
| Management And General | $2,083 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,368 | TotalAmt |
| Management And General | $18,368 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,805 | TotalAmt |
| Program Services | $39,491 | ProgramServicesAmt |
| Management And General | $314 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,968 | TotalAmt |
| Management And General | $8,968 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Supplies | $54,551 | $46,379 | $8,172 |
| Postage and mailing | $94,344 | $87,344 | $7,000 |
| Telephone and internet | $33,362 | $33,362 | |
| Printing and copying | $99,296 | $99,296 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,479 | TotalAmt |
| Program Services | $231,521 | ProgramServicesAmt |
| Management And General | $10,958 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,484,863 | TotalAmt |
| Program Services | $1,975,484 | ProgramServicesAmt |
| Management And General | $509,379 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,315 | BOYAmt |
| EOY | $344,606 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,171 | BOYAmt |
| EOY | $6,347 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,431 | BOYAmt |
| EOY | $245,204 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,454 | BOYAmt |
| EOY | $29,074 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,008 | BOYAmt |
| EOY | $92,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $540,516 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $462,702 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,842 | BOYAmt |
| EOY | $77,814 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,937 | BOYAmt |
| EOY | $408,390 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $980 | BOYAmt |
| EOY | $650 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,245,138 | BOYAmt |
| EOY | $1,204,308 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,507 | BOYAmt |
| EOY | $103,165 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,078 | BOYAmt |
| EOY | $113,716 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,585 | BOYAmt |
| EOY | $216,881 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,553 | BOYAmt |
| EOY | $987,427 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,553 | BOYAmt |
| EOY | $987,427 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,245,138 | BOYAmt |
| EOY | $1,204,308 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $22,461 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,413 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Total | $10,000 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,185,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,329,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,242,316 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,604,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,488,873 | CurrentTaxYearAmt |
| Total | $14,850,702 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,185,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,329,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,242,316 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,614,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,488,873 | CurrentTaxYearAmt |
| Total | $14,860,702 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Total | $10,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $742,382 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $507,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $746,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $605,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $933,135 | CurrentTaxYearAmt |
| Total | $3,535,541 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $742,382 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $507,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $746,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $615,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $933,135 | CurrentTaxYearAmt |
| Total | $3,545,541 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $11,315,161 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,594 | CurrentTaxYearAmt |
| Total | $30,603 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,594 | CurrentTaxYearAmt |
| Total | $30,603 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,857 | CurrentTaxYearAmt |
| Total | $34,477 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,194,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,343,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,253,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,626,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,507,324 | CurrentTaxYearAmt |
| Total | $14,925,782 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75810 | PublicSupportCY509Pct |
| Public Support PY509 | 0.77230 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $589 | DepreciationAmt |
| Book Value | $4,117 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $535,810 | OtherCostOrOtherBasisAmt |
| Depreciation | $462,113 | DepreciationAmt |
| Book Value | $73,697 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,814 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deposits | Desc |
| Book Value | $650 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $650 | TotalBookValueOtherAssetsAmt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America Not the United States | RegionTxt |
| Type Of Activities Conducted | Program services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Educational | SpecificServicesProvidedTxt |
| Region Total Expenditures | $37,364 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $37,364 | SubtotalSpentAmt |
| Total Spent | $37,364 | TotalSpentAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Brendan Marsello | |||
| son of vice president | $48,659 | gross payroll | false |
| Jason Coates | |||
| son of president and vice president | $11,310 | gross payroll | false |
| William Draves | |||
| son of president and vice president | $29,230 | gross payroll | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Officer directors etc family relationship Part VI line 2 | William Draves and Julia Coates Draves are husband and wife. |
| Members or stockholder classes and rights Part VI line 6 | LERN has approximately 1,200 member organizations comprised of approximately 7,000 individuals. |
| Form 990 governing body review Part VI line 11 | Form 990 is reviewed by vice-president prior to review, approval, and submission. |
| CEO executive director top management comp Part VI line 15a | Senior management reviews and approves compensation for top management officials. |
| Other officer or key employee compensation Part VI line 15b | Senior management reviews compensation of key employees. |
| Governing documents etc available to public Part VI line 19 | Governing documents are available to the public upon request. |
| List of other fees for services expenses Part IX line 11g | See overflow statement |
| List of other expenses Part IX line 24e | See overflow statement |