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Nonprofiteer
← LEARNING POLICY INSTITUTE

Form 990 for tax year 2022

Filed by LEARNING POLICY INSTITUTE.

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

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.

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