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Nonprofit · EIN 31-0955962

LEARNING FORWARD

Tax-exempt · RICHARDSON, TX 75081

Financials

$9.4M$8.6M2022$8.2M$8.7M2023$10M$8.5M2024
Revenue Expenses · by fiscal year end
Financials of LEARNING FORWARD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$9,975,192$8,453,412$1,521,780$6,689,822$1,663,769$5,026,053
June 30, 2024990$8,187,035$8,673,383-$486,348$5,433,860$2,058,551$3,375,309
June 30, 2023990$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.

NameTitleHours / weekCompensation
FRED BROWNCEO
Officer
40$247,083
PAUL FLEMINGCHIEF LEARNING OFFICER
Officer
40$145,512
ANNE FEASTER-SMITHVP FINANCE
Officer
40$115,426
JAIME AQUINOTRUSTEE
Trustee or director
1$0
SUE SARBERPAST PRESIDENT
Trustee or director
1$0
SEGUN EUBANKSTRUSTEE
Trustee or director
1$0
MARK ELGARTTRUSTEE
Trustee or director
1$0
LINDA CHENPRESIDENT
Trustee or director
1$0
DENISE AUGUSTINEPRESIDENT ELECT
Trustee or director
1$0
NADER TWALTRUSTEE
Trustee or director
1$0
VIVIAN MIHALAKISTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensation
FRED BROWNCEO
Officer
40$251,429
MELINDA GEORGECHIEF POLICY OFFICER
Key employee
40$163,580
PAUL FLEMINGCHIEF LEARNING OFFICER
Officer
40$148,687
ANNE FEASTER-SMITHVP FINANCE
Officer
40$106,307
ASH VASUDEVAPAST PRESIDENT
Trustee or director
1$0
SUE SARBERPRESIDENT
Trustee or director
1$0
SEGUN EUBANKSTRUSTEE
Trustee or director
1$0
MARK ELGARTTRUSTEE
Trustee or director
1$0
LINDA CHENPRESIDENT ELECT
Trustee or director
1$0
DENISE AUGUSTINETRUSTEE
Trustee or director
1$0
NADER TWALTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2023: 12 people
NameTitleHours / weekCompensation
FRED BROWNCEO
Officer
40$224,983
MELINDA GEORGECHIEF POLICY OFFICER
Key employee
40$164,080
MICHAEL R LANHAMCOO/CFO
Key employee
40$160,359
PAUL B FLEMINGCHIEF LEARNING OFFICER
Trustee or director, Officer
40$137,947
WENDY ROBINSONTRUSTEE
Trustee or director
1$0
ASH VASUDEVAPRESIDENT
Trustee or director
1$0
SUE SARBERPRESIDENT ELECT
Trustee or director
1$0
SEGUN EUBANKSPAST PRESIDENT
Trustee or director
1$0
MARK ELGARTTRUSTEE
Trustee or director
1$0
LINDA CHENTRUSTEE
Trustee or director
1$0
DENISE AUGUSTINETRUSTEE
Trustee or director
1$0
NADER TWALTRUSTEE
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
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.

990 for the year ended June 30, 2025

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 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

FormYear endedRevenueExpensesAssetsReturn
990June 2025$9,975,192$8,453,412$6,689,822IRS
990-TJune 2025–––IRS
990June 2024$8,187,035$8,673,383$5,433,860XML
990-TJune 2024–––IRS
990June 2023$9,377,746$8,635,455$5,772,090XML
990-TJune 2023–––IRS
990June 2022$5,068,048$7,039,397$5,036,186IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 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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