2023-05-10T12:27:54-04:00 2022-12-31 850219147 PULAKOS CPAS PC 5921 JEFFERSON ST NE ALBUQUERQUE NM 87109 990 2022-01-01 860945282 ACADEMY FOR THE LOVE OF LEARNING INC ACAD 5059951860 133 SETON VILLAGE ROAD SANTA FE NM 87508 AARON STERN PRES./EXECUTIVE DIR. 5059951860 2023-05-09 true AARON STERN 999009999 false ROBERT A DEPASQUALE CPA P00446108 5053381500 2023-05-09 2022 2023-04-26 12:10:37Z AARON STERN 133 SETON VILLAGE ROAD SANTA FE NM 87508 7913267 false X WWW.ALOVEOFLEARNING.ORG X 1998 AZ THE ACADEMY'S MISSION IS TO AWAKEN, ENLIVEN, NURTURE, AND SUSTAIN THE NATURAL LOVE OF LEARNING IN PEOPLE OF ALL AGES THROUGH RESEARCH, DEVELOPMENT, IMPLEMENTATION, AND DISSEMINATION OF EDUCATIONAL PROGRAMS. 4 2 8 0 2182155 7734102 55099 70019 96593 108921 280 225 2334127 7913267 94571 38429 0 796519 788314 0 83243 1629526 1666248 2520616 2492991 -186489 5420276 22846093 28088150 114165 108758 22731928 27979392 X THE ACADEMY'S MISSION IS TO AWAKEN, ENLIVEN, NURTURE, AND SUSTAIN THE NATURAL LOVE OF LEARNING IN PEOPLE OF ALL AGES THROUGH RESEARCH, DEVELOPMENT, IMPLEMENTATION, AND DISSEMINATION OF EDUCATIONAL PROGRAMS. false false 1117816 38429 COMMUNITY PROGRAMS: THE ACADEMY CONTINUED IMPLEMENTING ITS LEARNING EXCHANGE (LE) METHODOLOGY. THE FIRST LOVE OF LEARNING FELLOWSHIP COMPLETED ITS WORK WITH CULTURE LEADERS IN NM TO SUPPORT COMMUNITY PROJECTS AND STUDY THE ACADEMY'S PEDAGOGIES THROUGH THEM, CREATING A FOUNDATION FOR EXPANDING THE ACADEMY'S WORK INTO NEW COMMUNITIES. OTHER LE'S INCLUDED THE INQUIRY PROJECT WITH A PUBLIC SCHOOL IN DC AND SEED SYLLABLES. DESIGN CONTINUED FOR A YOUTH SUMMIT, THE WELL OF BEING, ANIMATED LEARNING MODULES FOR IGTV (LEADING TO NEW ONLINE COURSEWORK OFFERINGS), AND THE LEARNING EXCHANGE MATRIX (LEM), AN ONLINE FORUM FOR STORING, ORGANIZING, AND STUDYING THE LEARNINGS FROM THE ACADEMY'S PROGRAMS. 429716 RESEARCH: THE ACADEMY'S RESEARCH CONTINUED WITH INTERNAL APPLICATION OF ITS LEARNING MODEL, INCLUDING IN FACULTY DEVELOPMENT AND STAFF DEEP DIVES. ACADEMY FOUNDER AARON STERN LED A TRANSMISSION PROJECT, FOCUSED ON CONVEYING IMPORTANT ELEMENTS OF ACADEMY PEDAGOGY TO SELECT FACULTY AND STAFF. THE ACADEMY'S ONGOING COLLABORATION WITH THE CENTER FOR HEALTHY MINDS AT THE UNIVERSITY OF WISCONSIN SAW PUBLICATION OF AN ACADEMIC PAPER ON LEARNING AS A PRACTICE, CALLED THE POETRY OF LEARNING. FINALLY, THE ACADEMY CONTINUED WORK WITH A CONSULTANT TO INFORM AND SHAPE THE ACADEMY'S ONGOING TRANSFORMATION WITH A COMMUNICATIONS-BASED STRATEGY FOR DISSEMINATING ITS EDUCATIONAL PROGRAMS AND LEARNINGS. 91350 19 SETON: THE SETON LEGACY PROJECT CONTINUED TO STEWARD THE ACADEMY'S COLLECTION OF SETON ARTWORK AND THE LEGACY OF HIS LIFE'S WORK. THE PROJECT CONTINUED TO ENGAGE DEEPLY IN SOCIAL JUSTICE ISSUES RELATED TO THAT LEGACY. THIS INCLUDED AN ONGOING SERIES OF LEARNING EXCHANGE CONVERSATIONS BETWEEN NATIVE AMERICAN LEADERS IN NEW MEXICO AND ACADEMY STAFF, BOTH TO BRIDGE TO THOSE COMMUNITIES AND TO INFORM THE ACADEMY HOW BEST TO STEWARD THE SETON LEGACY INTO THE FUTURE IN WAYS THAT ARE SENSITIVE TO THESE ISSUES. 35551 70000 TRANINGS: THE ACADEMY WORKED WITH ANOTHER NONPROFIT ENTITY TO ENHANCE THEIR LEARNING PROGRAMS WITH LEARNING PRACTICES CREATED AND DEVELOPED BY THE ACADEMY, INCLUDING PROTOTYPING NEW ONLINE COURSEWORK OFFERINGS. VENTANA: THE VENTANA PROGRAM CONTINUED A HIATUS WHILE THE ACADEMY CONSIDERED THE PROGRAM'S FUTURE. 35551 70000 1674433 true true false false false false false true false true true true false false false true true false true false false false false false false false false true false true false false false false false true false false false false false false false false false false false true 38 0 8 true false false false false false false false false false false false false X 4 2 false false false false false false false true true false false true true true true true true true true false CA IL MD MI NJ X AARON STERN 5059951860 133 SETON VILLAGE ROAD SANTA FE NM 87508 MARY ELLEN PETRISKO TRUSTEE X 0 0 0 VIVI ROGERS TRUSTEE X 0 0 0 DANIEL E BRANNEN JR SEC FINANCE MNGR, & GEN. 22.00 X 189240 0 0 DAVID GORDON VP & TREASUR 36.00 X X 101846 0 5092 AARON STERN PRES./EXECUT 40.00 X X 156367 0 7818 447453 12910 3 false true false DANIEL E BRANNEN JR 3 CALIENTE ROAD STE 5 SANTA FE NM 87508 LEGAL /CONSULT. 189240 1 7734102 7734102 TRAININGS 611430 65000 65000 COMMUNITY PROGRAMS 611600 5000 5000 SETON 611600 19 19 70019 108921 108921 225 225 225 225 7913267 70019 109146 X 38429 38429 460363 273257 161225 25881 227132 188098 37011 2023 21992 15951 5441 600 26539 17569 7919 1051 52288 34879 15323 2086 13049 7396 5216 437 23090 13087 9230 773 399788 262440 128184 9164 43712 13889 29823 20969 8274 12222 473 73044 44926 22174 5944 4146 2197 1949 462770 318317 126796 17657 145236 96909 42534 5793 PROGRAMMATIC 177321 177321 REPAIRS & MAINTENANCE 167675 107385 53876 6414 UTILITIES 53757 35936 15745 2076 NEW MEXICO GRT 49654 13746 35908 32037 4427 24739 2871 2492991 1674433 735315 83243 824613 1003215 1126632 1888875 5712047 18735486 5440545 13728274 13294941 7161211 6184072 5363 5000 22846093 28088150 114165 108758 114165 108758 X 22660163 22175580 71765 5803812 22731928 27979392 22846093 28088150 5420276 -172812 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 263888 X X X X false 71765 5732047 5803812 71765 71765 28249 28249 65948 37699 28249 139128 73180 65948 1.00000 false false 680000 680000 16097809 4228398 11869411 394817 60588 334229 1298972 1151559 147413 263888 263888 13294941 CDS. -CHARLES SCHWAB 6063071 F RSF INVESTMENT FUND 121001 F 6184072 X 7740455 -172812 -172812 7913267 7913267 2492991 2492991 2492991 SCHEDULE D, PAGE 2, PART III, LINE 4 THE ACADEMY MAINTAINS A COLLECTION OF ART AND ARTIFACTS MADE BY ERNEST THOMPSON SETON AND OTHERS. THE COLLECTION FURTHERS THE ACADEMY'S EXEMPT PURPOSE BY PROVIDING MATERIAL FOR USE IN THE ACADEMY'S PROGRAMS, WORKSHOPS, CONFERENCES, COLLABORATIONS, AND PUBLICATIONS REGARDING LEARNING AND EDUCATION. SCHEDULE D, PAGE 3, PART X THE ACADEMY HAS RECEIVED TAX-EXEMPT STATUS UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ACADEMY HAS ADOPTED US GAAP AS THEY RELATE TO UNCERTAIN TAX POSITIONS AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. THE ACADEMY IS NOT CURRENTLY UNDER AUDIT NOR, HAS THE ACADEMY BEEN CONTACTED BY ANY TAX JURISDICTIONS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE ACADEMY ARE WITHIN THEIR TAX-EXEMPT PURPOSE, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN INCOME TAXES HAS BEEN RECORDED FOR THE YEARS ENDED 2022 AND 2021, RESPECTIVELY. NO INTEREST OR PENALTIES WERE RECORDED IN 2022 OR 2021, RESPECTIVELY. true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 PUBLICATION IN LOCAL NEWSPAPER. true SANTA FE COMMUNITY FOUNDATION 501 HALONA ST SANTA FE NM 87505 850303044 501C3 15000 FELLOWSHIP WORKING CLASSROOM INC 423 ATLANTIC AVE SW ALBUQUERQUE NM 87102 850280287 501C3 5500 FELLOWSHIP 2 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ACADEMY IS A 501(C)(3) ORGANIZATION AND SCHOOL WITH A TAX-EXEMPT MISSION IN THE FIELDS OF LEARNING AND EDUCATION. THE ACADEMY TYPICALLY RESTRICTS GRANTS TO OTHER ENTITIES, USUALLY 501(C)(3)S, THAT WORK IN RELATED FIELDS OF LEARNING AND EDUCATION. WHEN MAKING A GRANT, THE ACADEMY USES A GRANT LETTER OR OTHER DOCUMENTATION THAT MAKES THE TERMS OF THE GRANT CLEAR, INCLUDING ANY RESTRICTED USES. AS GRANTMAKING IS NOT THE ACADEMY'S PRIMARY ACTIVITY, AND AS ITS GRANTS TEND TO BE FOR MODEST AMOUNTS, THE ACADEMY NORMALLY DOES NOT REQUIRE REPORTING BEYOND DOCUMENTING THE ACCEPTED TERMS. SCHEDULE I, PAGE 4, PART IV IN 2021, THE ACADEMY BEGAN PROTOTYPING A NEW WORK FORM CALLED LEARNING EXCHANGES. ONE SUCH PROJECT WAS CALLED A LOVE OF LEARNING FELLOWSHIP. THE FELLOWSHIP INCLUDED THREE ACADEMY EMPLOYEES PLUS FIVE OTHER CULTURE LEADERS IN NEW MEXICO REPRESENTING NEW COMMUNITIES WHERE THE ACADEMY WANTS TO ENGAGE ITS EDUCATIONAL PROGRAMMING. THE FELLOWSHIP BEGAN BY GIVING THE FELLOWS A DEEP IMMERSION IN, AND TIME AND SPACE TO REFLECT ON, THE ACADEMY'S PEDAGOGIES. THE ACADEMY THEN INVITED THE FELLOWS TO IDENTIFY PROJECTS IN THEIR RESPECTIVE COMMUNITIES WHERE THE ACADEMY COULD FUND PROJECTS IN WHICH THE FELLOWS COULD EMPLOY THEIR TRANSLATION OF THE ACADEMY'S LEARNING PEDAGOGIES. IT WAS DESIGNED TO ALLOW THE ACADEMY TO TRACK HOW ITS PEDAGOGIES WORK IN THOSE COMMUNITIES, CREATING A FOUNDATION FOR EXPANDING THE ACADEMY'S WORK THERE. IN 2022, ALL GRANTS REPORTED IN SCHEDULE I WERE A RESULT OF THE FELLOWSHIP. THE COMMUNITY PROJECTS SUPPORTED BY THE FELLOWSHIP ARE NOT ACADEMY PROJECTS. THE ACADEMY FUNDED THEM TO FACILITATE ITS STUDY OF ITS OWN LEARNING PEDAGOGIES THROUGH THE LENS OF THE COMMUNITIES REPRESENTED IN THE FELLOWSHIP. X X false false false false false false false false false DANIEL E BRANNEN JR SEC FINANCE MNGR, & GEN. COUNSEL 189240 189240 AARON STERN PRES./EXECUTIVE DIR. 155860 507 7818 164185 DAVID GORDON VP & TREASURER 7309 LEASE false SCHEDULE L, PART V THE ORGANIZATION LEASED AN APARTMENT FROM THE INTERESTED PERSON IN MANHATTAN, NEW YORK. THE ORGANIZATION USED THE APARTMENT AS OFFICE SPACE, GIVING THE ORGANIZATION A BASE FOR OPERATIONS IN THE NEW YORK REGION. THE RENTAL PRICE FOR THE ORGANIZATION WAS BELOW THE FAIR MARKET VALUE OF SIMILAR APARTMENTS IN NEW YORK. THE BOARD OF TRUSTEES APPROVED THE LEASE WITH THE INTERESTED PERSON ABSENT FROM THE DISCUSSION AND ABSTAINING FROM THE VOTE. THE LEASE ENDED IN 2022. FORM 990, PAGE 2, PART III, LINE 4D TRANINGS: THE ACADEMY WORKED WITH ANOTHER NONPROFIT ENTITY TO ENHANCE THEIR LEARNING PROGRAMS WITH LEARNING PRACTICES CREATED AND DEVELOPED BY THE ACADEMY, INCLUDING PROTOTYPING NEW ONLINE COURSEWORK OFFERINGS. VENTANA: THE VENTANA PROGRAM CONTINUED A HIATUS WHILE THE ACADEMY CONSIDERED THE PROGRAM'S FUTURE. FORM 990, PAGE 6, PART VI, LINE 11B THE ACADEMY'S INDEPENDENT CPA FIRM PREPARES A DRAFT OF THE 990. THE DRAFT IS REVIEWED BY THE ACADEMY'S EXECUTIVE DIRECTOR AND FINANCE MANAGER, THE ACADEMY'S OUTSIDE ATTORNEY, AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES BEFORE IT IS FINISHED FOR FILING WITH THE IRS. ALL TRUSTEES RECEIVE A COPY BEFORE THE FORM 990 IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED ANNUALLY TO READ THE CONFLICT POLICY AND TO SUBMIT A CONFLICT OF INTEREST INFORMATION FORM THAT THE FINANCE MANAGER REVIEWS AND MAINTAINS WITH THE PRESIDENT/EXECUTIVE DIRECTOR. AT THE START OF BOARD MEETINGS, TRUSTEES ARE REMINDED OF THEIR DUTY TO BE AWARE OF AND TO DISCLOSE POTENTIAL CONFLICTS. FORM 990, PAGE 6, PART VI, LINE 15A FOR THE PRESIDENT/EXECUTIVE DIRECTOR AND FOR ALL OTHER PAID OFFICERS AND EMPLOYEES WHO ALSO SERVE ON THE BOARD OF TRUSTEES, THE BOARD SETS THE SALARIES USING SALARY SURVEY DATA FOR COMPARABLE POSITIONS AND TAKING INTO CONSIDERATION EACH EMPLOYEE'S VALUE TO THE ACADEMY AND INDIVIDUAL RESPONSIBILITY AND CIRCUMSTANCES. THIS PROCESS IS SUBJECT TO THE ACADEMY'S CONFLICT OF INTEREST POLICY. COMPENSATED OFFICERS AND EMPLOYEES WHO ALSO ARE TRUSTEES ARE ABSENT AND ABSTAIN FROM DISCUSSION AND VOTE CONCERNING THEIR OWN SALARIES. FORM 990, PAGE 6, PART VI, LINE 15B FOR EACH EMPLOYEE WHO IS ALSO A TRUSTEE OR AN OFFICER, THE BOARD SETS THE SALARIES USING SALARY SURVEY DATA FOR COMPARABLE POSITIONS AND TAKING INTO CONSIDERATION EACH EMPLOYEE'S VALUE TO THE ACADEMY AND INDIVIDUAL RESPONSIBILITY AND CIRCUMSTANCES. THIS PROCESS IS SUBJECT TO THE ACADEMY'S CONFLICT OF INTEREST POLICY. COMPENSATED OFFICERS AND EMPLOYEES WHO ALSO ARE TRUSTEES ARE ABSENT AND ABSTAIN FROM DISCUSSION AND VOTE CONCERNING THEIR OWN SALARIES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE AT THE DISCRETION OF THE BOARD OR MANAGEMENT OR AS OTHERWISE REQUIRED BY LAW. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 155,166 109,434 9,164 CONSULTANTS 107,274 18,750 0 TOTAL 262,440 128,184 9,164