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)

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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

EVERY EDUCATOR ENGAGES IN EXEMPLARY PROFESSIONAL LEARNING SO EVERY STUDENT EXCELS.BELIEFS:1.PROFESSIONAL LEARNING THAT IMPROVES EDUCATOR EFFECTIVENESS IS FUNDAMENTAL TO STUDENT LEARNING.2. ALL EDUCATORS HAVE AN OBLIGATION TO IMPROVE THEIR PRACTICE.3. MORE STUDENTS ACHIEVE WHEN EDUCATORS ASSUME COLLECTIVE RESPONSIBILITY FOR STUDENT LEARNING.4. SUCCESSFUL LEADERS CREATE AND SUSTAIN A CULTURE OF LEARNING.5. EFFECTIVE SCHOOL SYSTEMS COMMIT TO CONTINUOUS IMPROVEMENT FOR ALL ADULTS AND STUDENTS.

Program Service Accomplishments

Program 1
Expenses: $2,315,016 Revenue: $3,363,345

CONFERENCES, NETWORKS AND ONLINE/VIRTUAL LEARNING EXPERIENCES -, INSTITUTES, AND WEBINARS SUPPORT MEMBERS EFFORTS TO IMPROVE ORGANIZATIONAL EFFECTIVENESS, EDUCATOR COMPETENCY, AND STUDENT SUCCESS...

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CONFERENCES, NETWORKS AND ONLINE/VIRTUAL LEARNING EXPERIENCES -, INSTITUTES, AND WEBINARS SUPPORT MEMBERS EFFORTS TO IMPROVE ORGANIZATIONAL EFFECTIVENESS, EDUCATOR COMPETENCY, AND STUDENT SUCCESS. LEARNING FORWARD'S 2023 ANNUAL CONFERENCE ATTRACTED 3,370 EDUCATORS WHO, OVER THE 4 DAYS OF THE CONFERENCE, ATTENDED OVER 250 SESSIONS, GAINED NEW KNOWLEDGE AND SKILLS, ENGAGED IN MEANINGFUL CONVERSATIONS, NETWORKING, AND ACQUIRING RESOURCES AND TOOLS TO HELP THEM IN THEIR ORGANIZATION AND SCHOOL IMPROVEMENT WORK.ACADEMY - SINCE 1991 THERE HAVE BEEN 41 ACADEMY CLASSES WITH MORE THAN 1,800 ACADEMY GRADUATE MEMBERS. EACH CLASS HAS HELD 12-FACE TO FACE SESSIONS TOTALING 96 HOURS PER CLASS EQUALING 3,936 HOURS OF PROFESSIONAL LEARNING WITHIN THE ACADEMY PROGRAM. EACH YEAR A NEW ACADEMY CLASS GRADUATES.

Program 2
Expenses: $1,728,116 Revenue: $1,472,081

- GRANT-FUNDED PROJECTS - GRANT FUNDED PROJECTS TARGET PARTICULAR INITIATIVES FOCUSED ON ADVANCING THE FIELD OF PROFESSIONAL LEARNING, IMPROVING ORGANIZATION AND INDIVIDUAL EFFECTIVENESS AND...

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- GRANT-FUNDED PROJECTS - GRANT FUNDED PROJECTS TARGET PARTICULAR INITIATIVES FOCUSED ON ADVANCING THE FIELD OF PROFESSIONAL LEARNING, IMPROVING ORGANIZATION AND INDIVIDUAL EFFECTIVENESS AND PRODUCING HIGHER LEVELS OF PERFORMANCE FOR BOTH EDUCATOR, IND STUDENTS. IN FY 2024. LEARNING FORWARD RECEIVED GRANT FUNDS OF $1,661,880 EARNED GRANT FUNDS OF $1,779,417 AND HAS UNEARNED GRANT FUNDS OF $695,615 AS OF JUNE 30, 2024. - A. THE CHARLES & LYNN SCHUSTERMAN FAMILY FOUNDATION PROVIDED A GRANT FOR FEDERAL POLICY AND ADVOCACY. - B. THE BILL AND MELINDA GATES FOUNDATION THROUGH THE COMMUNITIES FOUNDATION PROVIDED GRANTS TO IMPLEMENT A CONTINUOUS IMPROVEMENT FRAMEWORK ACROSS A NETWORK OF 10 NORTH TEXAS MIDDLE SCHOOLS. C. THE WALLACE FOUNDATION PROVIDED A GRANT TO LEARNING FORWARD TO HELP DISSEMINATE WALLACE EDUCATIONAL LEADERSHIP KNOWLEDGE AND RESOURCES THROUGH PUBLICATIONS AND THE ANNUAL CONFERENCE. THESE RESOURCES WILL BE USED TO HELP SCHOOLS, DISTRICTS, AND STATES IMPROVE LEADERSHIP DEVELOPMENT. - D. THE WALLACE FOUNDATION ALSO PROVIDED A GRANT TO LEARNING FORWARD TO MANAGE THE EQUITY-CENTERED PIPELINE INITIATIVE LEARNING COMMUNITY. LEARNING FORWARD IS RESPONSIBLE FOR DEVELOPING, IMPLEMENTING AND EVALUATING THREE PROFESSIONAL LEARNING CONVENINGS FOR THE EIGHT PARTICIPATING DISTRICTS DURING EACH YEAR OF THE GRANT. - E. THE CARNEGIE CORPORATION OF NEW YORK PROVIDED ANOTHER GRANT TO CONTINUE A CURRICULUM-BASED PROFESSIONAL LEARNING NETWORK TO IMPLEMENT THE NEWLY REVISED STANDARDS FOR PROFESSIONAL LEARNING. THE CCNY ALSO PROVIDED A GRANT TO SUPPORT A STRAND OF SESSIONS AND ACTIVITIES FOCUSED ON CURRICULUM-BASED PROFESSIONAL LEARNING AT THE ANNUAL CONFERENCE. - F. THE BILL AND MELINDA GATES FOUNDATION PROVIDED TWO GRANTS TO SPONSOR AN ISSUE OF THE LEARNING PROFESSIONAL TO SPREAD NETWORKS FOR SCHOOL IMPROVEMENT WORK, LESSONS LEARNED, AND PUBLIC GOODS TO THE BROAD EDUCATION COMMUNITY AS WELL AS TO HELP SPONSOR LEARNING FORWARD'S ANNUAL CONFERENCE.

Program 3
Expenses: $2,006,288 Revenue: $2,285,204

LEARNING FORWARD CONSULTANTS SPENT OVER 150 DAYS IN FY24, SUPPORTING 27 CLIENTS FROM 18 STATES, TERRITORIES, AND REGIONAL EDUCATION ASSOCIATIONS, 1 UNIVERSITY, 3 EDUCATIONAL SUPPORT ORGANIZATIONS...

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LEARNING FORWARD CONSULTANTS SPENT OVER 150 DAYS IN FY24, SUPPORTING 27 CLIENTS FROM 18 STATES, TERRITORIES, AND REGIONAL EDUCATION ASSOCIATIONS, 1 UNIVERSITY, 3 EDUCATIONAL SUPPORT ORGANIZATIONS, AND 14 UNIQUE SCHOOL SYSTEMS. IN ADDITION, LEARNING FORWARD ASSISTED 17 SCHOOL SYSTEMS AND REGIONAL EDUCATION CENTERS IN EVALUATING THE QUALITY OF THEIR PROFESSIONAL LEARNING BY ADMINISTERING THE STANDARDS ASSESSMENT INVENTORY IN 314 SCHOOLS.

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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 Distress Indicator

Liquidity & Cash Position

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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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