Learning Policy Institute FY2020 filing

Tax-deductible

East Palo Alto, CA501(c)(3)Since 2014EducationEIN 47-2772048Revenue $11.0M in FY2020

On file with the IRSlearningpolicyinstitute.org50173, 94303-0000 · East Palo Alto, CATax-exempt since Mar 2015Publicly supported charity — 170(b)(1)(A)(vi)

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To conduct independent, high-quality research to improve learning for each and every child.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$2.1M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $2.4M a year · 14% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.1M
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
7 mo
of spending, in cash
Looks good: 6.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
15
named funders · $6.8M
Looks good: 15 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.9M
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 10 voting members
Looks good: 9 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$11.0M
Spent
$14.7M
To programs
87%
Net assets
$11.8M
By yearFY2020–FY2024
Revenue
$11.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$11.0M
FY2021$13.9M
FY2022$30.1M
FY2023$20.3M
FY2024$10.5M
Expenses
$14.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$14.7M
FY2021$13.8M
FY2022$14.2M
FY2023$14.6M
FY2024$16.5M
Net assets
$11.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$11.8M
FY2021$11.9M
FY2022$27.7M
FY2023$35.5M
FY2024$30.6M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2015.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $12.8M Management & general 11% · $1.7M Fundraising 2% · $270K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $2.1M paid to officers and key staff.

Part VII, Section A · reportable compensation
$463,614Pt VII · Sec A
Executive Director
$344,667Pt VII · Sec A
$223,632Pt VII · Sec A
Dir. Strategic Initiatives
$220,433Pt VII · Sec A
Principal Research Mgr.
$205,406Pt VII · Sec A
Research Director
$191,781Pt VII · Sec A
Chief of Staff and Director of State Policy
$179,009Pt VII · Sec A
Director DC Office
$170,958Pt VII · Sec A

Linda Darling-Hammond’s $493K as Director/CEO is at the 88th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Linda Darling-Hammond$493,225$513,696$500,058$416,491$463,614
Patrick Shields$391,311$381,749$367,656$354,661$344,667
Teresa M Godfrey$285,481$263,742$243,085$233,135$223,632
Jennifer Sloan McCombs—$263,137$236,474——
Marjorie Wechsler$233,392$227,043$217,209$209,038$205,406
Monica Martinez———$225,050$220,433
Caitlin M Scott————$191,781
Barbara McKenna$191,226——$165,619—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Learning Policy Institute executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves learning for every child through independent, high-quality research.

Provided by the organization

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1 program · $12.8M · in their own filed words · FY2020
01

In response to the COVID-19 pandemic, LPI is translating research into evidence-based policy and practice solutions. We published a report that provides an overarching framework that focuses on how policymakers and educators can support equitable, effective teaching and learning regardless of the medium through which that takes place.

$12.8Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 15 funders →
Grants paid · 75 grants · $7.2M · 2020–2024
National Conference of State LegislaturesFY2024$113,824
State of Hawaii Department of EducationFY2024$109,692
Commonwealth of Mass Dept of EducationFY2024$34,116
State of UtahFY2024$19,005
Commonwealth of Mass Dept of EducationFY2023$135,494
National Conference of State LegislaturesFY2023$133,334
State of UtahFY2023$38,015
State of Hawaii Department of EducationFY2023$38,000
National Conference of State LegislaturesFY2022$156,666
Rutgers the State UniversityNJ · FY2022$149,400
See all 75 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$11.0M
Ln 12
Gifts and grantsLn 1h$10.8M
Fees for servicesLn 2g$209K
Investment incomeLn 3$14K
Money outPt IX
$14.7M
Ln 25
Programscol B$12.8M
Managementcol C$1.7M
Fundraisingcol D$270K
Owns and owesPt X
$11.8M
net assets · Ln 32
Cash and savingsLn 1–2$8.3M
Total assetsLn 16$13.7M
LiabilitiesLn 26$1.9M
PeoplePt VI, VII
18
listed · VII A
PaidVII A9
Voting boardVI 1a10
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10.8M
Government grantsLn 1e$1.1M
Fees for servicesLn 2g$209K
Investment incomeLn 3$14K
Total revenueLn 12$11.0M
Assets in detailPt X, end of year
CashLn 1$8.3M
Cash and savings togetherLn 1–2$8.3M
Land, buildings, equipmentLn 10c$29K
Other assetsLn 15$842K
Total assetsLn 16$13.7M
LiabilitiesLn 26$1.9M
Net assetsLn 32$11.8M
OperationsPt I, VI
EmployeesI 583
VolunteersI 69
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$7.0M$8.3M
Land, buildings, equipmentLn 10c$22K$29K
Total assetsLn 16$16.8M$13.7M
LiabilitiesLn 26$1.3M$1.9M
Net assetsLn 32$15.5M$11.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$3.0M$3.0M
Pay of current officers, directors and key staffLn 5$1.3M$1.0M$193K$32K
Other salaries and wagesLn 7$6.1M$5.1M$941K$154K
Pension plan contributionsLn 8$58K$48K$9K$1K
Other employee benefitsLn 9$888K$730K$136K$22K
Payroll taxesLn 10$506K$416K$77K$13K
Other fees for servicesLn 11g$612K$612K
Office expensesLn 13$170K$144K$22K$4K
Information technologyLn 14$293K$247K$38K$8K
OccupancyLn 16$1.0M$822K$153K$25K
TravelLn 17$173K$159K$14K
Depreciation, depletion and amortizationLn 22$18K$15K$3K$453
Other expenses (24a–d)Ln 24$542K$447K$83K$11K
Total functional expensesLn 25$14.7M$12.8M$1.7M$270K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $10.5M$16.5M−$6.0M$30.6M 990 PDF
FY2023 $20.3M$14.6M$5.8M$35.5M 990 PDF
FY2022 $30.1M$14.2M$15.8M$27.7M 990 PDF
FY2021 $13.9M$13.8M$77K$11.9M 990 PDF
FY2020 Viewing $11.0M$14.7M−$3.7M$11.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $11,000,361 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $18,660,866$10,776,882
I-9 Program service revenuePrior year $445,056$209,313
I-10 Investment incomePrior year $39,423$14,166
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $19,145,345$11,000,361
I-13 Grants and similar amounts paidPrior year $2,711,465$3,024,144
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $7,688,984$8,861,431
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,132,329$2,808,384
I-18 Total expensesPrior year $13,532,778$14,693,959
I-19 Revenue less expensesPrior year $5,612,567−$3,693,598
Part VI · Governance 9 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $11,000,361 across 6 lines filed
VIII-1e Government grants$1,085,955
VIII-1f All other contributions, gifts and grants$9,690,927
VIII-1h Total contributions, gifts and grants$10,776,882
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $209,313$209,313
VIII-3 Investment incomeExcluded from tax $14,166$14,166
VIII-12 Total revenueRelated to mission $209,313 · Unrelated business $0 · Excluded from tax $14,166$11,000,361
Part IX · Statement of functional expenses $14,693,959 across 13 lines filed
IX-1 Grants to domestic organizationsPrograms $3,024,144$3,024,144
IX-5 Pay of current officers, directors and key staffPrograms $1,038,167 · Management $193,385 · Fundraising $31,578$1,263,130
IX-7 Other salaries and wagesPrograms $5,051,479 · Management $940,968 · Fundraising $153,652$6,146,099
IX-8 Pension plan contributionsPrograms $48,081 · Management $8,956 · Fundraising $1,462$58,499
IX-9 Other employee benefitsPrograms $729,682 · Management $135,922 · Fundraising $22,195$887,799
IX-10 Payroll taxesPrograms $415,802 · Management $77,454 · Fundraising $12,648$505,904
IX-11g Other fees for servicesPrograms $611,807$611,807
IX-13 Office expensesPrograms $144,171 · Management $22,412 · Fundraising $3,781$170,364
IX-14 Information technologyPrograms $246,529 · Management $37,975 · Fundraising $8,286$292,790
IX-16 OccupancyPrograms $822,316 · Management $153,177 · Fundraising $25,013$1,000,506
IX-17 TravelPrograms $158,777 · Management $13,964$172,741
IX-22 Depreciation, depletion and amortizationPrograms $14,883 · Management $2,772 · Fundraising $453$18,108
IX-24 Other expenses (24a–d)Programs $447,440 · Management $83,270 · Fundraising $11,358$542,068
IX-25 Total functional expensesPrograms $12,753,278 · Management $1,670,255 · Fundraising $270,426$14,693,959
Part X · Balance sheet $13,745,414 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $6,997,734$8,321,921
X-3 Pledges and grants receivableStart of year $7,174,209$4,347,641
X-9 Prepaid expenses and deferred chargesStart of year $44,925$205,011
X-10c Land, buildings and equipment, netStart of year $21,837$28,899
X-15 Other assetsStart of year $1,290,409$841,942
X-16 Total assetsStart of year $16,846,506$13,745,414
X-17 Accounts payable and accrued expensesStart of year $219,845$250,737
X-25 Other liabilitiesStart of year $1,066,179$1,689,460
X-26 Total liabilitiesStart of year $1,347,691$1,940,197
X-27 Net assets without donor restrictionsStart of year $2,786,585$2,822,630
X-28 Net assets with donor restrictionsStart of year $12,712,230$8,982,587
X-32 Total net assets or fund balancesStart of year $15,498,815$11,805,217
X-33 Total liabilities and net assetsStart of year $16,846,506$13,745,414
Part XI · Reconciliation of net assets $11,805,217 net assets at year end
XI-1 Total revenue$11,000,361
XI-2 Total expenses$14,693,959
XI-3 Revenue less expenses−$3,693,598
XI-4 Net assets at start of year$15,498,815
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$11,805,217

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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