LEARNING FORWARD

EIN: 310955962 501(c)(3)

RICHARDSON, TX

Total Revenue
$8,187,035
Total Expenses
$8,673,383
Total Assets
$5,433,860
Net Assets
$3,375,309
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1978
Legal Domicile
OH
Principal Officer
ANNE FEASTER-SMITH
Phone
9724210900
Tax Period
2023-07-01 to 2024-06-30

LEARNING FORWARD, founded in 1978, is a community nonprofit that reported $8.2M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

LEARNING FORWARD SHOWS YOU HOW TO PLAN, IMPLEMENT, AND MEASURE HIGH-QUALITY PROFESSIONAL LEARNING SO YOU AND YOUR TEAM CAN ACHIEVE SUCCESS WITH YOUR SYSTEM, YOUR SCHOOL, AND YOUR STUDENTS.WE ARE THE ONLY PROFESSIONAL ASSOCIATION DEVOTED EXCLUSIVELY TO THOSE WHO WORK IN EDUCATOR PROFESSIONAL DEVELOPMENT. WE HELP OUR MEMBERS LEVERAGE THE POWER OF PROFESSIONAL LEARNING TO EFFECT POSITIVE AND LASTING CHANGE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,217,229
Program Service Revenue $5,648,549
Investment Income $65,927
Other Revenue $255,330
TOTAL REVENUE $8,187,035

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,580,876
Fundraising Expenses $0
Program Expenses $6,771,194
Other Expenses $5,092,507
TOTAL EXPENSES $8,673,383

Year-over-Year Comparison

2023 2022 Change
Revenue $8,187,035 $9,377,746 -0.1%
Expenses $8,673,383 $8,635,455 +0.0%
Net Income $-486,348 $742,291 -1.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
7
Employees
29
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$506,423
Total Directors
7
$0
Key Employees
1
$163,580
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ASH VASUDEVA PAST PRESIDENT 1.00
Director
$0 $0 $0
SUE SARBER PRESIDENT 1.00
Director
$0 $0 $0
SEGUN EUBANKS TRUSTEE 1.00
Director
$0 $0 $0
MARK ELGART TRUSTEE 1.00
Director
$0 $0 $0
LINDA CHEN PRESIDENT ELECT 1.00
Director
$0 $0 $0
DENISE AUGUSTINE TRUSTEE 1.00
Director
$0 $0 $0
NADER TWAL TRUSTEE 1.00
Director
$0 $0 $0
PAUL FLEMING CHIEF LEARNING OFFICER 40.00
Officer
$148,687 $0 $148,687
FRED BROWN CEO 40.00
Officer
$251,429 $0 $251,429
ANNE FEASTER-SMITH VP FINANCE 40.00
Officer
$106,307 $0 $106,307
MELINDA GEORGE CHIEF POLICY OFFICER 40.00
Key Emp
$163,580 $0 $163,580
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $8,187,035 $8,673,383 $5,433,860 $-486,348
2023 $9,377,746 $8,635,455 $5,772,090 $742,291
2022 $5,068,048 $7,039,397 $5,036,186 $-1,971,349
2021 $7,523,505 $6,206,807 $6,095,412 $1,316,698
2020 $8,155,025 $8,347,596 $5,325,353 $-192,571
2019 $8,668,889 $8,259,418 $5,502,380 $409,471
2018 $7,993,747 $8,529,220 $5,228,359 $-535,473
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