Totals
- Total revenue
- $30,062,980
- Total expenses
- $14,216,192
- Contributions and grants received
- $30,365,350
- Grants paid
- $1,319,458
- Program service revenue
- $180,638
- Investment income
- -$483,008
- Other revenue
- $0
- Total assets, end of year
- $34,634,628
- Total liabilities, end of year
- $6,905,839
- Net assets or fund balances, end of year
- $27,728,789
- Program services expenses (Part IX)
- $12,195,952
- Management and general expenses
- $1,708,168
- Fundraising expenses
- $312,072
- Program service expenses (Part III)
- $12,195,952
Program services were 85.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$30,365,350
-
2a · Program service revenue: Contract Revenue
total $138,440 · related or exempt $138,440
-
2b · Program service revenue: Other Income
total $42,198 · related or exempt $42,198
-
7b · Less cost or other basis and sales expenses
securities $483,008
-
7c · Gain or loss
securities -$483,008
-
7d · Net gain or loss
total -$483,008 · excluded -$483,008
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,319,458 · program services $1,319,458
-
5 · Compensation of officers, directors and key employees
total $1,287,500 · program services $993,303 · management and general $247,006 · fundraising $47,191
-
7 · Other salaries and wages
total $6,940,358 · program services $5,854,744 · management and general $911,476 · fundraising $174,138
-
8 · Pension plan contributions
total $23,970 · program services $19,950 · management and general $3,375 · fundraising $645
-
9 · Other employee benefits
total $1,088,464 · program services $905,928 · management and general $153,256 · fundraising $29,280
-
10 · Payroll taxes
total $559,875 · program services $465,984 · management and general $78,830 · fundraising $15,061
-
11c · Fees: accounting
total $22,800 · management and general $22,800
-
11g · Fees: other
total $1,148,793 · program services $1,081,108 · management and general $61,500 · fundraising $6,185
-
13 · Office expenses
total $116,477 · program services $96,995 · management and general $17,735 · fundraising $1,747
-
14 · Information technology
total $75,290 · program services $62,461 · management and general $11,647 · fundraising $1,182
-
16 · Occupancy
total $1,128,449 · program services $958,914 · management and general $138,921 · fundraising $30,614
-
17 · Travel
total $57,609 · program services $54,729 · management and general $2,880
-
19 · Conferences, conventions and meetings
total $76,386 · program services $72,567 · management and general $3,795 · fundraising $24
-
22 · Depreciation, depletion and amortization
total $34,551 · program services $28,757 · management and general $4,865 · fundraising $929
-
23 · Insurance
total $24,490 · program services $21,167 · management and general $3,019 · fundraising $304
-
24a · Other expenses: Website
total $168,816 · program services $140,050 · management and general $26,116 · fundraising $2,650
-
24b · Other expenses: Other Employee Expenses
total $102,126 · program services $84,724 · management and general $15,798 · fundraising $1,604
-
24c · Other expenses: Printing & Publications
total $36,938 · program services $31,926 · management and general $4,554 · fundraising $458
-
24d · Other expenses: Other Expenses
total $3,842 · program services $3,187 · management and general $595 · fundraising $60
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,621,396 · end of year $8,506,441
-
3 · Pledges and grants receivable
beginning of year $3,508,850 · end of year $3,215,440
-
9 · Prepaid expenses and deferred charges
beginning of year $24,170 · end of year $25,404
-
10a · Land, buildings and equipment: cost or other basis
$190,281
-
10b · Land, buildings and equipment: accumulated depreciation
$108,679
-
10c · Land, buildings and equipment, net
beginning of year $78,960 · end of year $81,602
-
11 · Investments: publicly traded securities
end of year $16,973,494
-
12 · Investments: other securities
end of year $343,994
-
15 · Other assets
beginning of year $848,313 · end of year $5,488,253
-
17 · Accounts payable and accrued expenses
beginning of year $90,241 · end of year $143,696
-
19 · Deferred revenue
end of year $7,500
-
25 · Other liabilities
beginning of year $2,109,447 · end of year $6,754,643
-
27 · Net assets without donor restrictions
beginning of year $3,548,282 · end of year $17,842,023
-
28 · Net assets with donor restrictions
beginning of year $8,333,719 · end of year $9,886,766
Mission and programs · 2022
Mission
Conducting and disseminating independent, high-quality research to shape education policies and 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.
Activities or mission (Part I)
To conduct independent, high-quality research to improve learning for each and every child.
-
In the area of Early Childhood Education, LPI continued to conduct research to inform policymakers' efforts to provide universal access to high-quality early learning. As California expanded its Transitional Kindergarten program to more 4-year-olds, LPI conducted research that projected the need for additional teachers over the next 5 years and published a new brief highlighting how teacher residency programs can help build this workforce. LPI also researched the relationship between attending a higher-tier preschool and children's learning and published its findings in a new report, Preschool Quality and Child Development: How Are Learning Gains Related to Program Ratings? The report focused on three findings: 1) Children in Higher-Tier Programs Showed More Learning and Development Than Those in Lower-Tier Programs, 2) Multilingual Learners, Children With Disabilities, and Children From All Racial/Ethnic Groups Exhibited More Learning and Development in Higher-Tier Programs and 3) Preschool Children Who Are Black, Hispanic/Latino/a, or Multiracial Were Underrepresented in Higher-Tier Programs.In the area of Educator Quality, LPI examined pandemic-related staffing shortages in its report, Teacher Shortages During the Pandemic: How California Districts Are Responding. LPI staff disseminated Understanding Teacher Compensation: A State-by-State Analysis, which provided teacher wage indicators for each state, including starting salaries (with and without cost-of-living adjustments) and a measure of wage competitiveness. LPI continued its work leading the EdPrepLab, which launched in 2019, in partnership with Bank Street Graduate School of Education. EdPrepLab aims to strengthen educator preparation in the United States by developing and sharing expertise within the network and with the wider field, building a thriving community of practice, and fostering well-informed collaboration between preparation programs, school districts, and state and federal policymakers. In the area of Equitable Resources and Access, LPI continued to partner with the National Conference of State Legislatures to support a cohort of 47 state legislators and legislative staff from 17 states who are participating in the Education Finance Fellowship in order to advance adequate and equitable state school finance policies. To inform efforts to foster more equitable and racially just schools, LPI published a new brief, Advancing Integration and Equity Through Magnet Schools, with the evidence on the design, implementation, and sustainability of effective magnet schools. LPI released a new report to bring attention to the needs of California students in foster care, examining enrollment and achievement data and district supports. LPI also published, Building School Communities for Students Living in Deep Poverty, which presents evidence that students living in households of deep poverty are most likely to succeed academically and thrive emotionally in schools that are adequately and equitably funded. Newly available data sets and statistical approaches show that adequate and equitable funding in conjunction with the development of community schools and the adoption of a whole child teaching and learning culture has a direct positive impact on student outcomes and lifelong success. In the area of whole child education, LPI continued its work on community schools both in California and nationally. This work included publishing a brief with examples from New York, New Mexico, and California showing how technical assistance can support the high-quality implementation of community schools. LPI recently published the Whole Child Policy Toolkit to help state policymakers and education leaders advance whole child policy. Produced by LPI with input from more than a dozen Whole Child Policy Table partners, organizations, and experts, the toolkit describes strategies, tools, and resources aligned to a framework of five key whole child policy elements that can enable school, district, and community shifts to meet the needs of every child efficiently, effectively, and, most importantly, equitably.
Expenses $12,195,952 · Grants $1,319,458 · Revenue $180,638
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Susan Sandler
Board Chair
- Total calculated
- $0
- Hours/week
- 10
-
Linda Darling-Hammond
Director/CEO
- Total calculated
- $577,987
- From this org
- $500,058
- From related orgs
- $0
- Other
- $77,929
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $475,058
- Bonus
- $25,000
- Other
- $0
- Deferred
- $48,500
- Nontaxable benefits
- $29,429
- Filer's total
- $577,987
-
Stephan Turnipseed
Director
- Total calculated
- $0
- Hours/week
- 5
-
David Rattray
Director
- Total calculated
- $0
- Hours/week
- 5
-
Sherrilyn Ifill
Director
- Total calculated
- $0
- Hours/week
- 5
-
Gerry House
Director
- Total calculated
- $0
- Hours/week
- 5
-
Kris D Gutierrez
Director
- Total calculated
- $0
- Hours/week
- 5
-
Barbara Chow
Director
- Total calculated
- $0
- Hours/week
- 5
-
David Lyon
Board Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Liz Simons
Director
- Total calculated
- $0
- Hours/week
- 5
-
Teresa M Godfrey
CFAO
- Total calculated
- $289,877
- From this org
- $243,085
- From related orgs
- $0
- Other
- $46,792
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $243,085
- Bonus
- $0
- Other
- $0
- Deferred
- $24,659
- Nontaxable benefits
- $22,133
- Filer's total
- $289,877
-
Patrick Shields
Executive Director
- Total calculated
- $419,636
- From this org
- $367,656
- From related orgs
- $0
- Other
- $51,980
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $367,656
- Bonus
- $0
- Other
- $0
- Deferred
- $36,470
- Nontaxable benefits
- $15,510
- Filer's total
- $419,636
-
Marjorie Wechsler
Principal Research Mgr.
- Total calculated
- $230,242
- From this org
- $217,209
- From related orgs
- $0
- Other
- $13,033
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $217,209
- Bonus
- $0
- Other
- $0
- Deferred
- $13,033
- Nontaxable benefits
- $0
- Filer's total
- $230,242
-
Jennifer Sloan McCombs
Chief of Research
- Total calculated
- $262,282
- From this org
- $236,474
- From related orgs
- $0
- Other
- $25,808
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $236,474
- Bonus
- $0
- Other
- $0
- Deferred
- $23,674
- Nontaxable benefits
- $2,134
- Filer's total
- $262,282
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
Bank Street College of Education
$280,000
To support overall objectives of the EPIC initiative
-
National Conference of State Legislatures
$156,666
To support the project on Social Emotional Academic Development
-
Rutgers The University of New Jersey
$149,400
To engage in collaboration with the Early Childhood Learning Team at LPI.
-
To support the Whole Child Policy Table Phase 2
-
$107,730
To support the Whole Child Policy Table Phase 2
-
Education Counsel LLC
$100,000
To support the Reimagining College Access Project
-
$64,738
To support the Reimagining College Access Project
-
To support the project on Social Emotional Academic Development
-
To support and develop a professional leaarning model
-
To help establish and participate in the Teacher Licensure Collaboratuve (TLC)
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343179349309189
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.