2024-02-01T13:33:17-08:00 2023-06-30 871353108 Eisner Advisory Group LLC 77 Tamarak Circle Skillman NJ 08558 990 2022-07-01 131659345 Learning Ally Inc LEAR 6095208023 20 Roszel Road Princeton NJ 08540 Andrew Friedman President & CEO 2024-02-01 true Andrew Friedman 999009999 true Douglas Tapp P00200641 7322437000 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Andrew Friedman 20 Roszel Road Princeton NJ 08540 35844818 false X www. Learningally.org X 1948 NJ LEARNING ALLY IS A LEADING NATIONAL NONPROFIT EDUCATION SOLUTIONS ORGANIZATION DEDICATED TO EQUIPPING EDUCATORS WITH PROVEN SOLUTIONS THAT HELP STRUGGLING LEARNERS TO REACH THEIR POTENTIAL SEE ATTACHMENT 1. 8 8 242 580 0 10596631 15986979 12445478 13107969 7881554 1360124 466738 102654 31390401 30557726 75000 90000 0 18460641 21683584 461032 505544 1426170 8795878 10729394 27792551 33008522 3597850 -2450796 38562596 37887626 12846345 14817463 25716251 23070163 LEARNING ALLY IS A LEADING NATIONAL NONPROFIT EDUCATION SOLUTIONS ORGANIZATION DEDICATED TO EQUIPPING EDUCATORS WITH PROVEN SOLUTIONS THAT HELP STRUGGLING LEARNERS TO REACH THEIR POTENTIAL SEE ATTACHMENT 1. false false 25999564 90000 13134243 ATTACHMENT 2 25999564 true true false true false false false false false true true true false true false true true false false false false false false true false false false true true true false false false false false false false false true false false false false false false false false true 186 0 true 242 true false false false false false false false 0 false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true true true false AK AL AR AZ CA CO CT DC FL GA IL IN KS KY MA MD ME MI MN MO MS MT NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X Timothy Wilson 6092088034 20 Roszel Road Princeton NJ 08540 Andrew Friedman President & CEO 60.00 0.00 X 445442 0 145937 PETERS LEE G COO 50.00 0.00 358550 0 40157 Tim Wilson CFO 50.00 0.00 X 298457 0 42496 HO JEFFREY CMLIO 50.00 0.00 303332 0 19424 PENROSE MADDUX SHANNON E MANAGING PARTNER, WEST 50.00 0.00 276054 0 15059 EDLA SAMANTH C VP, TECHNOLOGY & CISO 50.00 0.00 246621 0 38218 SHERBURNE MICHELE CHF OF GROWTH & STRG PART 50.00 0.00 269375 0 13998 WIEDERSTEIN HEATHER L SR ADVISOR 50.00 0.00 254556 0 18062 AYCAN DAVID CSO 50.00 0.00 263686 0 7996 BRENNAN PATRICK VP, GOVERNMENT RELATIONS 50.00 0.00 245260 0 4571 HATCHER REBECCA DISTRICT PARTNERSHIP MANAGER 50.00 0.00 241682 0 6361 VALVANO STEVEN M VP OF GREAT PEOPLE 50.00 0.00 214606 0 31087 TOMASETTI ELISSA VP, MARKETING 50.00 0.00 213087 0 21878 WALKER ERIN VP, INNOVATION & IMPACT PROGRAMS 50.00 0.00 180116 0 40118 YEOW WAIMUN DIR, TEACHING & LEARNING PLATFORM 50.00 0.00 186055 0 30917 ULLEY DAWN VP, IMPLEMENTATION SERVICES 50.00 0.00 197732 0 14294 ELLIS LAURA SR. DIRECTOR OF READING SOLUTIONS 50.00 0.00 195188 0 14578 GILDEA JAMES SENIOR DATA ARCHITECT 50.00 0.00 182376 0 20197 RUBIO APRIL LOUISE DIST PARTNER MG 50.00 0.00 155065 0 46506 HARTSELL BRENT SR. DIR PROF LEARNING & UX 50.00 0.00 168122 0 29403 PORTER KEVIN DISTRICT PARTNERSHIP MANAGER 50.00 0.00 176893 0 19054 WEISBRICH SHELLEY DISTRICT PARTNERSHIP MANAGER 50.00 0.00 176509 0 18164 NOLAND TERRIE L VP, EDUCATOR INITIATIVES 50.00 0.00 182342 0 8117 NESS MOLLY K VP, ADCM CONTENT 50.00 0.00 165620 0 23292 KOPEC CHERYL DIR, CUST SUPP 50.00 0.00 167587 0 16459 FLORESS HEATHER A DIST PARTNER MG 50.00 0.00 167780 0 15921 Lia Preuss DIR STUD LEARNING 50.00 0.00 169321 0 14236 EDENZON ROBERT A VICE PRESIDENT OF SALES 50.00 0.00 135414 0 23812 HAMBURGER CYNTHIA SR ADVISOR 50.00 0.00 123239 0 370 WILLIAMS CAROLE A DIRECTOR, DISTRICT PARTNERSHIPS, NE 50.00 0.00 117701 0 313 Yoast Fravel Mona D VP, EDUCATOR SUCCESS 50.00 0.00 80206 0 6104 Therese Llorente Chairman 3.00 0.00 X X 0 0 0 Steve Carnevale Trustee 3.00 0.00 X X 0 0 0 Rosemarie Loffredo Treasurer 3.00 0.00 X X 0 0 0 Mary Beth O'Hagan Secretary 3.00 0.00 X X 0 0 0 Elise Darwish Trustee 3.00 0.00 X X 0 0 0 Shawn Bird Trustee 3.00 0.00 X X 0 0 0 Peter Falzon Trustee 3.00 0.00 X X 0 0 0 Alexandra Hill Trustee 3.00 0.00 X X 0 0 0 6557974 747099 63 true true false FAIRCOM NEW YORK INC 12 WEST 27TH ST NEW YORK NY 10001 Direct Marketing 522452 HOWARD SLOAN SEARCH INC 555 FIFTH AVE NEW YORK NY 10017 RECRUITING FIRM 224377 ORACLE AMERICA INC 15612 COLLECTIONS CTR DR CHICAGO IL 60693 SOFTWARE FIRM 252364 ToptalLLC 228 ParkAve S36879 NewYork NY 10003 CONSULTING 247657 HALF MOON EXECUTIVE STAFFING 275 Summit Street Norwood NJ 07648 STAFFING 174740 11 6559734 9427245 75471 15986979 Membership Fee Revenue 900099 11638685 11638685 Training & Seminars 900099 1469284 1469284 13107969 2004391 2004391 0 32690 32690 0 4642825 5287092 -644267 -644267 -644267 0 0 0 Custom Recording 900099 26274 26274 Other Revenue 900099 43690 43690 69964 30557726 13134243 1436504 X 30000 30000 60000 60000 0 0 5875767 4633367 991749 250651 0 12953676 10795576 1664595 493505 93943 82408 8858 2677 1324686 1180156 125188 19342 1435512 1199337 178992 57183 0 228110 12540 215570 130110 130110 211737 211737 505544 505544 3595 3595 4344675 3859567 455979 29129 443026 442671 355 668761 135552 516916 16293 1909063 1093842 803643 11578 0 449178 444552 4626 653281 552635 75214 25432 0 149551 146708 712 2131 0 0 318710 218483 100227 141771 63975 77796 BOOKS & PUBLICATIONS 470520 330001 128826 11693 RECRUIT&TRAIN. & OTHER 320342 236953 83389 TAPES & SUPPLIES 232448 232448 Community events 49361 49361 5155 -12305 16803 657 33008522 25999564 5582788 1426170 0 4095396 1536414 3982214 2035025 5634699 5250913 0 0 3396729 0 1146248 956445 6535322 5198482 969744 1336840 490635 499888 17164356 14336001 0 0 5079304 8539371 38562596 37887626 3627661 2084349 9218684 9826575 2906539 12846345 14817463 X 3789597 1022614 21926654 22047549 25716251 23070163 38562596 37887626 X -2450796 933267 3684 -1132243 X false true X true true true X 9463047 7990654 11403650 10596631 15986979 55440961 0 0 9463047 7990654 11403650 10596631 15986979 55440961 4541034 50899927 1478478 283215 440834 3061684 2037081 7301292 0 182654 122720 1806308 430800 69964 2612446 65354699 52369558 0.77880 0.75250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 211737 211737 33326942 33538679 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 65833 66754 51368 211737 395692 250000 250000 250000 250000 1000000 1500000 12451473 1872005 935557 13387921 15850375 -2708891 690010 12451474 13038341 4036970 1224936 15850375 14272084 838157 2071900 13038341 13728104 27152 516828 14272084 0.00590 0.00410 false false false 771425 34801 736624 2935156 2923180 11976 2828741 2240501 588240 1336840 14336001 8539371 X 32610275 933267 1119193 3684 2056144 30554131 3595 3595 30557726 34124120 1119193 1119193 33004927 3595 3595 33008522 Part V, Line 4: Intended uses of the endowment fund. LEARNING ALLY, INC. 'S ENDOWMENT FUND CONSISTS OF APPROXIMATELY 40 INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR THE PURPOSE OF SUPPORTING THE ORGANIZATION'S MISSION-RELATED PROGRAMS. THE ENDOWMENT'S PRINCIPAL IS INTENDED TO BE LEFT UNTOUCHED, WHILE ITS INCOME WILL BE USED TO FUND DEVELOPMENT, PRODUCTION AND DISTRIBUTION OF LEARNING RESOURCES, NATIONAL ACHIEVEMENT AWARDS AND GENERAL OPERATIONS. Part X : FIN48 Footnote THE ORGANIZATION ADOPTED THE PROVISIONS OF FASB INTERPRETATION NO. 48 FIN 48 ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES AN INTERPRETATION OF FASB STATEMENT NO.109, NOW INCORPORATED IN ACCOUNTING STANDARDS CODIFICATION ASC 740. THE INTERNAL REVENUE SERVICE HAS RECOGNIZED LEARNING ALLY AS TAX-EXEMPT UNDER SECTION 501C3 OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX PROVISIONS IF ANY. THERE WERE NO INCOME TAX-RELATED INTEREST AND PENALTIES RECORDED FOR THE YEARS ENDED JUNE 30, 2023 AND 2022 Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Changes in Split Interest Agreements $3684 X X X X X X true Faircom NY Inc 12 West 27th St New York NY 10001 DIRECT MAIL false 806976 505544 301432 806976 505544 301432 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Part I, Line 2b - Fundraiser Additional Information Schedule G, Part I FUNDRAISERS ----- THE FEES REPORTED AS HAVING BEEN PAID TO THE PROFESSIONAL FUNDRAISER IN SCHEDULE G, PART I, WERE PAID ON A FISCAL YEAR BASIS. THE AMOUNT LISTED FOR FAIRCOM NEW YORK INC. IS DIFFERENT THAN THE AMOUNT SHOWN ON PART VII, SECTION B, AS A TOP FIVE HIGHEST PAID CONTRACTOR AS THAT SCHEDULE IS PREPARED ON A CALENDAR YEAR BASIS. true Charlottesville City Schools 1562 Dairy Road Charlottesville VA 22902 546001203 15000 0 TO SUPPORT SPECIAL EDUC. PROGRAMS PEFCA PO Box 175 Charlottesville VA 22902 412158088 501(c)(3) 15000 0 TO SUPPORT SPECIAL EDUC. PROGRAMS 2 0 Educational Scholarships 9 45000 Educator Awards 13 15000 Additional Supplemental Information SCHEDULE I, PART II, LINE 1 LEARNING ALLY OCCASIONALLY PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS ALSO ENGAGED IN ADVANCING THE CAUSE OF STUDENTS WHO STRUGGLE TO READ THE PRINTED WORD. Grantmaker's Description of How Grants are Used SCHEDULE I, PART I, LINE 2 LEARNING ALLY, INC. PROVIDES SCHOLARSHIPS TO STUDENTS SEEKING A DEGREE IN HIGHER EDUCATION. THESE AMOUNTS ARE REMITTED DIRECTLY TO THE STUDENTS, WITH THE EXPECTATION THAT THE AMOUNTS WILL BE USED TO DEFRAY TUITION OR EDUCATIONAL COSTS, OR TO AN EDUCATIONAL INSTITUTION ATTENDED BY THE STUDENT.THE ORGANIZATION ISSUES 1099S TO THE RECIPIENT STUDENTS AS IT DOES NOT CONTROL THE USE OF THE FUNDS ONCE PAID DIRECTLY TO STUDENTS. EDUCATOR AWARDS, WHICH ARE COMPOSED OF A PAYMENT DIRECTLY TO TEACHERS AND FUNDS FOR USE IN SUPPLYING CLASSROOM MATERIAL ARE PROVIDED TO DESERVING TEACHERS WHO ADVANCE THE CAUSE OF EDUCATING STUDENTS IN THE CLASSROOM WHO ARE BLIND OR LEARNING DISABLED AND STRUGGLE READING THE PRINTED WORD. X X X X X true true false true false false false false false Andrew Friedman President & CEO 377854 65205 2383 110800 35137 591379 AYCAN DAVID CSO 263478 208 7996 271682 BRENNAN PATRICK VP, GOVERNMENT RELATIONS 223555 21500 205 3918 653 249831 EDENZON ROBERT A VICE PRESIDENT OF SALES 70057 64575 782 5301 18511 159226 EDLA SAMANTH C VP, TECHNOLOGY & CISO 223413 23000 208 2370 35848 284839 ELLIS LAURA SR. DIRECTOR OF READING SOLUTIONS 185021 10000 167 14578 209766 FLORESS HEATHER A DIST PARTNER MG 62149 105601 30 2889 13032 183701 GILDEA JAMES SENIOR DATA ARCHITECT 172359 9000 1017 3511 16686 202573 HAMBURGER CYNTHIA SR ADVISOR 122500 739 370 123609 HARTSELL BRENT SR. DIR PROF LEARNING & UX 163688 4300 134 29403 197525 HATCHER REBECCA DISTRICT PARTNERSHIP MANAGER 77938 163598 146 4785 1576 248043 HO JEFFREY CMLIO 253616 49350 366 4956 14468 322756 KOPEC CHERYL DIR, CUST SUPP 159327 7950 310 3200 13259 184046 Lia Preuss DIR STUD LEARNING 159223 10000 98 2840 11396 183557 NESS MOLLY K VP, ADCM CONTENT 160954 4450 216 23292 188912 NOLAND TERRIE L VP, EDUCATOR INITIATIVES 165627 16500 215 1665 6452 190459 PENROSE MADDUX SHANNON E MANAGING PARTNER, WEST 144653 131132 269 15059 291113 PETERS LEE G COO 299305 57960 1285 5800 34357 398707 PORTER KEVIN DISTRICT PARTNERSHIP MANAGER 59097 117743 53 3987 15067 195947 RUBIO APRIL LOUISE DIST PARTNER MG 71962 83070 33 3143 43363 201571 SHERBURNE MICHELE CHF OF GROWTH & STRG PART 225900 43000 475 3963 10035 283373 Tim Wilson CFO 245673 51129 1655 5156 37340 340953 TOMASETTI ELISSA VP, MARKETING 193334 19000 753 3747 18131 234965 ULLEY DAWN VP, IMPLEMENTATION SERVICES 172340 25174 218 3632 10662 212026 VALVANO STEVEN M VP OF GREAT PEOPLE 194405 19000 1201 3987 27100 245693 WALKER ERIN VP, INNOVATION & IMPACT PROGRAMS 169881 10000 235 3472 36646 220234 WEISBRICH SHELLEY DISTRICT PARTNERSHIP MANAGER 74448 101986 75 4052 14112 194673 WIEDERSTEIN HEATHER L SR ADVISOR 208741 45540 275 4586 13476 272618 WILLIAMS CAROLE A DIRECTOR, DISTRICT PARTNERSHIPS, NE 90051 27220 430 313 118014 YEOW WAIMUN DIR, TEACHING & LEARNING PLATFORM 176895 9000 160 30917 216972 Yoast Fravel Mona D VP, EDUCATOR SUCCESS 80040 166 4965 1139 86310 X 5 75471 FMV false true true Form 990, Part VI, Section B, Line 11b MANAGEMENT PREPARES THE ANNUAL TAX FORM 990. FORM 990 WITH SUPPORTING DOCUMENTATION IS PROVIDED TO A PROFESSIONAL CPA FIRM WITH EXPERIENCE AND EXPERTISE IN NOT-FOR-PROFIT TAX RETURN PREPARATION. ONCE FORM 990 IS REVIEWED BY THE CPA FIRM, MANAGEMENT REVIEWS THE FORM, WHICH IS THEN PRESENTED TO AND REVIEWED AND APPROVED BY THE AUDIT COMMITTEE OF THE ORGANIZATION. FOLLOWING THEIR REVIEW, FORM 990 IS MADE AVAILABLE TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. THE ORGANIZATION'S BOARD OF TRUSTEES HAS DELEGATED TO ITS AUDIT COMMITTEE THE RESPONSIBILITY TO OVERSEE, REVIEW, AND APPROVE THE FEDERAL FORM 990, INCLUDING THE PREPARATION, REVIEW AND FILING PROCESS. Form 990, Part VI, Section B, Line 12c THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY, ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND SENIOR MANAGEMENT PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE TO ENSURE COMPLIANCE WITH THE POLICY. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT'S/CEO'S OFFICE. ANY POTENTIAL CONFLICTS ARE REVIEWED AND RESOLVED. FAILURE TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COULD LEAD TO TERMINATION. Form 990, Part VI, Section B, Line 15a SEE ATTACHMENT 4 Form 990, Part VI, Section B, Line 15b SEE ATTACHMENT 4 Form 990, Part VI, Section C, Line 19 LEARNING ALLY, INC. MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, WWW.LEARNINGALLY.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENT ARE AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION. Form 990, Part XI, Line 9 An allowance for uncollectible notes receivable = -$1132243 SUPPLEMENTAL INFORMATION TO FORM 990 FOR ADDITIONAL INFORMATION SEE ATTACHMENT