Nonprofit · EIN 31-0955962
LEARNING FORWARD
Tax-exempt · RICHARDSON, TX 75081
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,975,192 | $8,453,412 | $1,521,780 | $6,689,822 | $1,663,769 | $5,026,053 |
| June 30, 2024 | 990 | $8,187,035 | $8,673,383 | -$486,348 | $5,433,860 | $2,058,551 | $3,375,309 |
| June 30, 2023 | 990 | $9,377,746 | $8,635,455 | $742,291 | $5,772,090 | $2,005,505 | $3,766,585 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,793,204
- Membership dues
- $634,626
- Program service revenue
- $5,931,651
- Investment income
- $78,150
- Royalties
- $1,543
- Net gain from sales of assets
- $3,983
- Net income from sales of inventory
- $114,309
- Other revenue
- $172,187
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $3,651,988
- Salaries, compensation and benefits (total)
- $3,651,988
- Professional fundraising fees
- $0
- Travel
- $2,505,752
- Depreciation
- $65,020
- Program services (functional)
- $6,474,452
- Management and general (functional)
- $1,978,960
Balance sheet and other
- Total assets, start of year
- $5,433,860
- Total assets, end of year
- $6,689,822
- Total liabilities, end of year
- $1,663,769
- Net assets, end of year
- $5,026,053
- Land, buildings and equipment
- $181,241
- Publicly traded securities
- $1,611,033
- Net assets without donor restrictions
- $2,698,792
- Net assets with donor restrictions
- $2,327,261
- Gross unrelated business income
- $56,335
- Gross receipts
- $10,028,772
- Employees
- 30
- Volunteers
- 310
- Year formed
- 1978
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED BROWN | CEO Officer | 40 | $247,083 |
| PAUL FLEMING | CHIEF LEARNING OFFICER Officer | 40 | $145,512 |
| ANNE FEASTER-SMITH | VP FINANCE Officer | 40 | $115,426 |
| JAIME AQUINO | TRUSTEE Trustee or director | 1 | $0 |
| SUE SARBER | PAST PRESIDENT Trustee or director | 1 | $0 |
| SEGUN EUBANKS | TRUSTEE Trustee or director | 1 | $0 |
| MARK ELGART | TRUSTEE Trustee or director | 1 | $0 |
| LINDA CHEN | PRESIDENT Trustee or director | 1 | $0 |
| DENISE AUGUSTINE | PRESIDENT ELECT Trustee or director | 1 | $0 |
| NADER TWAL | TRUSTEE Trustee or director | 1 | $0 |
| VIVIAN MIHALAKIS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED BROWN | CEO Officer | 40 | $251,429 |
| MELINDA GEORGE | CHIEF POLICY OFFICER Key employee | 40 | $163,580 |
| PAUL FLEMING | CHIEF LEARNING OFFICER Officer | 40 | $148,687 |
| ANNE FEASTER-SMITH | VP FINANCE Officer | 40 | $106,307 |
| ASH VASUDEVA | PAST PRESIDENT Trustee or director | 1 | $0 |
| SUE SARBER | PRESIDENT Trustee or director | 1 | $0 |
| SEGUN EUBANKS | TRUSTEE Trustee or director | 1 | $0 |
| MARK ELGART | TRUSTEE Trustee or director | 1 | $0 |
| LINDA CHEN | PRESIDENT ELECT Trustee or director | 1 | $0 |
| DENISE AUGUSTINE | TRUSTEE Trustee or director | 1 | $0 |
| NADER TWAL | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED BROWN | CEO Officer | 40 | $224,983 |
| MELINDA GEORGE | CHIEF POLICY OFFICER Key employee | 40 | $164,080 |
| MICHAEL R LANHAM | COO/CFO Key employee | 40 | $160,359 |
| PAUL B FLEMING | CHIEF LEARNING OFFICER Trustee or director, Officer | 40 | $137,947 |
| WENDY ROBINSON | TRUSTEE Trustee or director | 1 | $0 |
| ASH VASUDEVA | PRESIDENT Trustee or director | 1 | $0 |
| SUE SARBER | PRESIDENT ELECT Trustee or director | 1 | $0 |
| SEGUN EUBANKS | PAST PRESIDENT Trustee or director | 1 | $0 |
| MARK ELGART | TRUSTEE Trustee or director | 1 | $0 |
| LINDA CHEN | TRUSTEE Trustee or director | 1 | $0 |
| DENISE AUGUSTINE | TRUSTEE Trustee or director | 1 | $0 |
| NADER TWAL | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 800 E CAMPBELL RD STE 224, RICHARDSON, TX 75081-1872
- Principal officer (990 for 2024)
- ANNE FEASTER-SMITH, 800 E CAMPBELL RD STE 224, RICHARDSON, TX 75081
- Signed the 990
- ANNE FEASTER-SMITH, VP, FINANCE
- Phone
- (972) 421-0900
- Website
- LEARNINGFORWARD.ORG
- Return prepared by
- MARIE V KELLY PLLC
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 accomplishments
- 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 2024 ANNUAL CONFERENCE ATTRACTED 2,825 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 42 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.Expenses $2,318,386 · revenue $3,210,713
- - 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. - 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. THE GATES FOUNDATION PROVIDED A GRANT TO LAUNCH AN IMPROVEMENT NETWORK THAT WILL INCREASE EQUITABLE STUDENT OUTCOMES AND POSITIVELY AFFECT THE TEACHING AND LEARNING OF MIDDLE SCHOOL MATHEMATICS USING CURRICULUM-BASED PROFESSIONAL LEARNING IN TEXAS AND NEW YORK.Expenses $2,055,589 · revenue $3,158,578
- LEARNING FORWARD CONSULTANTS SPENT OVER 165 DAYS IN FY25, SUPPORTING 32 CLIENTS FROM 22 STATES, TERRITORIES, AND REGIONAL EDUCATION ASSOCIATIONS, 1 UNIVERSITY, 8 EDUCATIONAL SUPPORT ORGANIZATIONS, AND 20 UNIQUE SCHOOL SYSTEMS. IN ADDITION, LEARNING FORWARD ASSISTED 15 SCHOOL SYSTEMS AND REGIONAL EDUCATION CENTERS IN EVALUATING THE QUALITY OF THEIR PROFESSIONAL LEARNING BY ADMINISTERING THE STANDARDS ASSESSMENT INVENTORY IN 333 SCHOOLS.Expenses $1,415,566 · revenue $2,720,938
- PUBLICATIONS: PUBLICATIONS INCREASE THE KNOWLEDGE OF EDUCATORS ON ISSUES RELEVANT TO IMPROVING PROFESSIONAL LEARNING, ACCELERATING SCHOOL IMPROVEMENT, AND ELEVATING ORGANIZATIONAL EFFECTIVENESS. LEARNING FORWARD PUBLISHES THE LEARNING PROFESSIONAL, THE LEARNING FORWARD JOURNAL, SIX TIMES EACH YEAR BOTH IN PRINT AND ONLINE.MEMBERSHIP - MEMBERSHIP IN LEARNING FORWARD PROVIDES SUPPORT, NETWORKING, LEARNING OPPORTUNITIES, AND PUBLICATIONS, FOR ALL INTERESTED STAKEHOLDERS, INCLUDING TEACHERS, BUILDING AND SYSTEM-LEVEL LEADERS, POLICYMAKERS, SERVICE PROVIDERS, AND THE PUBLIC. LEARNING FORWARD'S VALUE AS A LEADER IN IMPROVING STUDENT ACHIEVEMENT HAS ALLOWED IT TO MAINTAIN A GROWING NUMBER OF PAID MEMBERSHIPS THAT NOW EXCEEDS 20,000 MEMBERS.Expenses $684,911 · revenue $846,189
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0955962
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,689,822
- Income (IRS master file)
- $10,028,772
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,975,192 | $8,453,412 | $6,689,822 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $8,187,035 | $8,673,383 | $5,433,860 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $9,377,746 | $8,635,455 | $5,772,090 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $5,068,048 | $7,039,397 | $5,036,186 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0955962).
Questions about LEARNING FORWARD
- What is the EIN of LEARNING FORWARD?
- The employer identification number (EIN) of LEARNING FORWARD is 31-0955962.
- Is LEARNING FORWARD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to LEARNING FORWARD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEARNING FORWARD file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEARNING FORWARD due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEARNING FORWARD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LEARNING FORWARD?
- The 990 for the year ended June 30, 2025 names ANNE FEASTER-SMITH.
- Who are the officers and directors of LEARNING FORWARD?
- The 990 for the year ended June 30, 2025 lists 11 people; 3 received compensation from the organization, the highest $247,083 (FRED BROWN, CEO).
- How much revenue does LEARNING FORWARD have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,975,192, expenses of $8,453,412 and total assets of $6,689,822 at year end.
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