Totals
- Total revenue
- $20,333,938
- Total expenses
- $14,560,465
- Contributions and grants received
- $19,336,301
- Grants paid
- $713,198
- Program service revenue
- $298,409
- Investment income
- $699,228
- Other revenue
- $0
- Total assets, end of year
- $41,618,767
- Total liabilities, end of year
- $6,114,772
- Net assets or fund balances, end of year
- $35,503,995
- Program services expenses (Part IX)
- $12,277,869
- Management and general expenses
- $1,970,095
- Fundraising expenses
- $312,501
- Program service expenses (Part III)
- $12,277,869
Program services were 84.3% 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
$19,336,301
-
2a · Program service revenue: Contract Revenue
total $291,556 · related or exempt $291,556
-
2b · Program service revenue: Other Income
total $6,853 · related or exempt $6,853
-
3 · Investment income
total $699,228 · excluded $699,228
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $713,198 · program services $713,198
-
5 · Compensation of officers, directors and key employees
total $1,318,852 · program services $994,721 · management and general $274,494 · fundraising $49,637
-
7 · Other salaries and wages
total $7,402,091 · program services $6,211,862 · management and general $1,007,959 · fundraising $182,270
-
8 · Pension plan contributions
total $21,828 · program services $18,038 · management and general $3,210 · fundraising $580
-
9 · Other employee benefits
total $1,198,239 · program services $990,169 · management and general $176,206 · fundraising $31,864
-
10 · Payroll taxes
total $599,689 · program services $495,555 · management and general $88,187 · fundraising $15,947
-
11c · Fees: accounting
total $24,600 · program services $20,841 · management and general $3,487 · fundraising $272
-
11f · Fees: investment management
total $86,393 · management and general $86,393
-
11g · Fees: other
total $1,229,214 · program services $1,178,391 · management and general $46,205 · fundraising $4,618
-
13 · Office expenses
total $114,801 · program services $93,608 · management and general $19,275 · fundraising $1,918
-
14 · Information technology
total $88,680 · program services $72,694 · management and general $14,504 · fundraising $1,482
-
16 · Occupancy
total $969,728 · program services $794,350 · management and general $159,174 · fundraising $16,204
-
17 · Travel
total $101,054 · program services $95,462 · management and general $5,592
-
19 · Conferences, conventions and meetings
total $209,002 · program services $197,435 · management and general $11,543 · fundraising $24
-
22 · Depreciation, depletion and amortization
total $41,784 · program services $34,252 · management and general $6,834 · fundraising $698
-
23 · Insurance
total $32,792 · program services $28,447 · management and general $3,950 · fundraising $395
-
24a · Other expenses: Utilities
total $139,122 · program services $115,616 · management and general $21,181 · fundraising $2,325
-
24b · Other expenses: Other Employee Expenses
total $123,062 · program services $100,878 · management and general $20,128 · fundraising $2,056
-
24c · Other expenses: Website
total $94,353 · program services $77,345 · management and general $15,431 · fundraising $1,577
-
24d · Other expenses: Printing & Publications
total $50,116 · program services $43,477 · management and general $6,036 · fundraising $603
-
24e · All other expenses
total $1,867 · program services $1,530 · management and general $306 · fundraising $31
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $8,506,441 · end of year $9,248,937
-
3 · Pledges and grants receivable
beginning of year $3,215,440 · end of year $7,815,660
-
9 · Prepaid expenses and deferred charges
beginning of year $25,404 · end of year $35,459
-
10a · Land, buildings and equipment: cost or other basis
$217,527
-
10b · Land, buildings and equipment: accumulated depreciation
$150,462
-
10c · Land, buildings and equipment, net
beginning of year $81,602 · end of year $67,065
-
11 · Investments: publicly traded securities
beginning of year $16,973,494 · end of year $18,875,425
-
12 · Investments: other securities
beginning of year $343,994 · end of year $860,018
-
15 · Other assets
beginning of year $5,488,253 · end of year $4,716,203
-
17 · Accounts payable and accrued expenses
beginning of year $143,696 · end of year $221,990
-
19 · Deferred revenue
beginning of year $7,500 · end of year $6,297
-
25 · Other liabilities
beginning of year $6,754,643 · end of year $5,886,485
-
27 · Net assets without donor restrictions
beginning of year $17,842,023 · end of year $19,870,264
-
28 · Net assets with donor restrictions
beginning of year $9,886,766 · end of year $15,633,731
Mission and programs · 2023
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. LPI reported on how local districts are addressing key areas for expansion, including instruction and assessment, workforce development, facilities and transportation. LPI also produced a report on how other states have successfully coordinated preschool providers in very different contexts and settings and need different kinds of support. In the area of Educator Quality, LPI identified seven key areas the federal government can focus on to build a nationwide strategy for teacher recruitment, preparation, support, and retention in its report The Federal Role in Ending Teacher Shortages. In California, LPI examined the factors teachers report how well prepared they feel and what factors contribute to those perceptions. In Texas, LPI took a deep dive into the state of the Texas teacher workforce to understand the conditions that have led to shortages and to surface the solutions and policies that can help in its report, Strengthening Pathways Into the Profession in Texas: Challenges and Opportunities. In the area of Equitable Resources and Access, LPI is continuing to partner with the National Conference of State Legislatures to support a cohort of 49 state legislators and legislative staff from 31 states who are participating in the Education Finance Fellowship to advance adequate and equitable state school finance policies. LPI also published a paper examining the impact of California's Local Control Funding Formula's impact on students' academic achievement, reduced grade repetition, and enhanced the likelihood of graduating from high school and being college-ready. LPI released two reports on students experiencing homelessness: Federal and State Resources for Students Experiencing Homelessness and Supporting Students Experiencing Homelessness: District Approaches to Supports and Funding. In the area of whole child education, LPI authored a series of papers focused on the school characteristics meant to address students' academic, social, and emotional needs, including: Striving for Relationship-Centered Schools: Insights from a Community-Based Transformation Campaign; Safe Schools, Thriving Students: What We Know About Creating Safe and Supportive Schools; Fostering Belonging, Transforming Schools: The Impact of Restorative Practices; and Evidence for Social Emotional Learning in Schools. To show how these practices play out in actual schools, we also developed case studies of Oakland International High School and UCLA Community School.
Expenses $12,277,869 · Grants $713,198 · Revenue $298,409
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Barbara Chow
Board Chair
- Total calculated
- $0
- Hours/week
- 10
-
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
-
David Lyon
Board Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Liz Simons
Director
- Total calculated
- $0
- Hours/week
- 5
-
Stephen Arnold
Director
- Total calculated
- $0
- Hours/week
- 5
-
Linda Darling-Hammond
Director/CEO
- Total calculated
- $578,052
- From this org
- $513,696
- From related orgs
- $0
- Other
- $64,356
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $473,696
- Bonus
- $40,000
- Other
- $0
- Deferred
- $33,000
- Nontaxable benefits
- $31,356
- Filer's total
- $578,052
-
Teresa M Godfrey
CFAO
- Total calculated
- $309,563
- From this org
- $263,742
- From related orgs
- $0
- Other
- $45,821
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $263,742
- Bonus
- $0
- Other
- $0
- Deferred
- $26,660
- Nontaxable benefits
- $19,161
- Filer's total
- $309,563
-
Patrick Shields
Executive Director
- Total calculated
- $431,236
- From this org
- $381,749
- From related orgs
- $0
- Other
- $49,487
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $381,749
- Bonus
- $0
- Other
- $0
- Deferred
- $33,000
- Nontaxable benefits
- $16,487
- Filer's total
- $431,236
-
Marjorie Wechsler
Principal Research Manager
- Total calculated
- $241,355
- From this org
- $227,043
- From related orgs
- $0
- Other
- $14,312
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $227,043
- Bonus
- $0
- Other
- $0
- Deferred
- $13,623
- Nontaxable benefits
- $689
- Filer's total
- $241,355
-
Jennifer Sloan McCombs
Chief of Research
- Total calculated
- $306,405
- From this org
- $263,137
- From related orgs
- $0
- Other
- $43,268
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $263,137
- Bonus
- $0
- Other
- $0
- Deferred
- $26,442
- Nontaxable benefits
- $16,826
- Filer's total
- $306,405
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
$140,000
To support overall objectives of Educator Preparation Laboratory (EdPrepLab)
-
Commonwealth of Mass Dept of Education
$135,494
To support LPI with Innovative Classroom Science Assessment Tasks
-
National Conference of State Legislatures
$133,334
To support the project on Social Emotional Academic Development & the Whole Child Policy Table Phase 2
-
To support and develop a professional learning model
-
To support the Whole Child Policy Table Phase 2
-
State of Utah
$38,015
To support LPI deep learning project
-
State of Hawaii Department of Education
$38,000
To support educator engagement and development in ELA and mathematics
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403199349316795
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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