Learning Policy Institute (EIN 472772048) - Form 990 Financial Analysis & Trantor Score

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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

2014

Legal Domicile

Principal Officer

Linda Darling-Hammond

Phone

6503329797

Tax Period

2024-01-01 to 2024-12-31

Learning Policy Institute, founded in 2014, is a mid-sized nonprofit in the Education sector that reported $10.5M in total revenue in fiscal year 2024. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $16.5M exceeded revenue, resulting in a 57% operating deficit.

Mission

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

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,638,073

Program Service Revenue $460,876

Investment Income $1,189,601

Other Revenue $226,066

TOTAL REVENUE $10,514,616

Expense Breakdown

Grants Paid $878,051

Salaries & Benefits $11,724,675

Fundraising Expenses $331,932

Program Expenses $13,826,338

Other Expenses $3,899,948

TOTAL EXPENSES $16,502,674

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,514,616	$20,333,938	-0.5%
Expenses	$16,502,674	$14,560,465	+0.1%
Net Income	$-5,988,058	$5,773,473	-2.0%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$1,369,900

Total Directors

$576,347

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara Chow	Board Chair	10.00	Officer Director	$0	$0	$0
Stephan Turnipseed	Board Treasurer	5.00	Officer Director	$0	$0	$0
David Rattray	Director	5.00	Director	$0	$0	$0
Kent McGuire	Director	5.00	Director	$0	$0	$0
Gerry House	Director	5.00	Director	$0	$0	$0
Kris D Gutierrez	Director	5.00	Director	$0	$0	$0
David Lyon	Board Vice Chair	5.00	Officer Director	$0	$0	$0
Liz Simons	Director	5.00	Director	$0	$0	$0
Stephen Arnold	Director	5.00	Director	$0	$0	$0
Linda Darling-Hammond	Director/CEO	40.00	Officer Director	$493,225	$83,122	$576,347
Teresa M Godfrey	CFAO	40.00	Officer	$285,481	$59,500	$344,981
Patrick Shields	Executive Director	40.00	Officer	$391,311	$57,261	$448,572
Marjorie Wechsler	Principal Research Manager	40.00	Highest	$233,392	$14,003	$247,395
Barbara McKenna	Chief of Strategic Communications	40.00	Highest	$191,226	$28,619	$219,845

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
2024	$10,514,616	$16,502,674	$35,777,788	$-5,988,058
2023	$20,333,938	$14,560,465	$41,618,767	$5,773,473
2022	$30,062,980	$14,216,192	$34,634,628	$15,846,788
2021	$13,855,594	$13,778,810	$14,081,689	$76,784
2020	$11,000,361	$14,693,959	$13,745,414	$-3,693,598
2019	$19,145,345	$13,532,778	$16,846,506	$5,612,567
2018	$13,696,550	$10,279,736	$10,955,571	$3,416,814

Learning Policy Institute