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← LEARNING POLICY INSTITUTE

Form 990 for tax year 2023

Filed by LEARNING POLICY INSTITUTE.

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

  • 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

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