ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND (EIN 85-3624930)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202423129349304527
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T18:16:51-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853624930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANCED EDUCATION RESEARCH & | BusinessNameLine1Txt |
| Business Name Line2 | DEVELOPMENT FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVA | BusinessNameControlTxt |
| Phone | 5104885746 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 FRANKLIN ST 300 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEKI BAHAR-ENGLER | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 5104885746 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BEKI BAHAR-ENGLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 FRANKLIN ST 300 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,731,484 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.AERDF.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2020 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | CONDUCT RESEARCH AND DEVELOPMENT THAT WILL YIELD DRAMATIC IMPROVEMENTS IN PUBLIC EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 69 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $41,610,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,545,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $966,164 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,185,795 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $689 | CYOtherRevenueAmt |
| PY Total Revenue | $42,576,164 | PYTotalRevenueAmt |
| CY Total Revenue | $28,731,484 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $216,060 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,122 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,219,668 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,189,227 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $438,273 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,407,791 | PYOtherExpensesAmt |
| CY Other Expenses | $19,515,266 | CYOtherExpensesAmt |
| PY Total Expenses | $22,843,519 | PYTotalExpensesAmt |
| CY Total Expenses | $30,804,615 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,732,645 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,073,131 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,411,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,861,921 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,199,668 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,474,505 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,211,818 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,387,416 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AERDF WILL CONDUCT INCLUSIVE RESEARCH AND DEVELOPMENT PROGRAMS SO THAT DIVERSE TEAMS OF EDUCATORS, RESEARCHERS AND DEVELOPERS CAN TACKLE INTRACTABLE TEACHING AND LEARNING CHALLENGES THAT DISPROPORTIONATELY AFFECT BLACK AND LATINO STUDENTS, AND STUDENTS OF ALL RACES EXPERIENCING POVERTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,856,692 | ExpenseAmt |
| Grant | $100,122 | GrantAmt |
| Desc | INCLUSIVE RESEARCH AND DEVELOPMENT: AERDF INCLUSIVE ADVANCED R&D PROGRAMS ARE AMBITIOUS THREE TO FIVE YEAR INITIATIVES TO ADDRESS MAJOR TEACHING AND LEARNING CHALLENGES AND OPPORTUNITIES THE PUBLIC AND PRIVATE SECTOR HAVE HISTORICALLY IGNORED FOR BLACK AND LATINO LEARNERS AND LEARNERS EXPERIENCING POVERTY IN THE UNITED STATES. OUR PROGRAMS BUILD ON EXISTING COMMUNITY-DRIVEN EVIDENCE AND EXPERTISE AND RIGOROUS LEARNING SCIENCE TO TRANSLATE FUNDAMENTAL INSIGHTS INTO SCIENTIFIC INSIGHTS, VALUABLE PRACTICES, EQUITABLE APPROACHES, AND TRANSFORMATIVE TOOLS FOR EDUCATION PRACTITIONERS AND STUDENTS. CURE R&D PROGRAMS INCLUDE EXECUTIVE FUNCTION AND MATH, ASSESSMENT FOR GOOD AND READING REIMAGINED. OUR PROGRAMS BUILD ON EXISTING COMMUNITY-DRIVEN EVIDENCE AND EXPERTISE AND RIGOROUS LEARNING SCIENCE TO TRANSLATE FUNDAMENTAL INSIGHTS INTO SCIENTIFIC INSIGHTS, VALUABLE PRACTICES, EQUITABLE APPROACHES, AND TRANSFORMATIVE TOOLS FOR EDUCATION PRACTITIONERS AND STUDENTS. | Desc |
| Total Program Service Expenses | $27,856,692 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 206 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 69 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEKI BAHAR-ENGLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5104885746 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 FRANKLIN ST 300 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BROR SAXBERG | ||||||||
| INTERIM CEO(01/23 TO 03/23)/BOARD MEMBER | 40.00 | Yes (X) | Yes (X) | $72,417 | $0 | $4,173 | ||
| CASSANDRA HERRING | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF LIVINGSTON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NAILAH NASIR | ||||||||
| BOARD MEMBER/CO-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISETTE NIEVES | ||||||||
| BOARD MEMBER (THRU 6/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PARAG A PATHAK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANA PONCE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM SHELTON | ||||||||
| BOARD MEMBER/CO-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STACEY CHILDRESS | ||||||||
| CEO/BOARD PRESIDENT (THRU 1/23) | 40.00 | Yes (X) | $69,790 | $0 | $4,983 | |||
| ELDA BEKI BAHAR-ENGLER | ||||||||
| COO/SECRETARY/TREASURER | 40.00 | Yes (X) | $278,775 | $0 | $41,746 | |||
| AUDITI CHAKRAVARTY | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $315,000 | $0 | $28,815 | |||
| MELINA UNCAPHER | ||||||||
| CHIEF OF RESEARCH & DEVELOPMENT (THRU 12/23) | 40.00 | $316,034 | $0 | $25,986 | Yes (X) | |||
| MARVIN SMITH | ||||||||
| CHIEF PUBLIC AFFAIRS/DEV. OFFICER | 40.00 | $267,727 | $0 | $35,314 | Yes (X) | |||
| CHRISTOPHER LIANG-VERGARA | ||||||||
| CHIEF LEARNING OFFICER | 40.00 | $267,727 | $0 | $15,266 | Yes (X) | |||
| REBECCA KOCKLER EASTERLING | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $253,821 | $0 | $31,740 | Yes (X) | |||
| AUBREY FRANCISCO | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $256,208 | $0 | $28,404 | Yes (X) | |||
| TEMPLE S LOVELACE | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $267,727 | $0 | $29,658 | Yes (X) | |||
| BRANDY NELSON | ||||||||
| ACADEMIC DIRECTOR | 40.00 | $220,375 | $0 | $17,528 | Yes (X) | |||
| LAUREN LAN KO UYESHIRO | ||||||||
| DIRECTOR OF PRODUCT | 40.00 | $215,000 | $0 | $10,750 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,800,601 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $274,363 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 45 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ATOMIC SOFTWARE INC | |||||
| 20 JAY STREET SUITE 203 | BROOKLYN | NY | 11201 | RESEARCH PARTNERSHIP | $2,485,510 |
| UNIVERSITY OF CALIFORNIA - IRVINE | |||||
| 228 ALDRICH HALL | IRVINE | CA | 92967 | RESEARCH PARTNERSHIP | $825,339 |
| DATA MACHINES CORP | |||||
| 20405 EXCHANGE ST UNIT 271 | ASHBURN | VA | 20147 | RESEARCH PARTNERSHIP | $818,995 |
| MODERN MANTRA LLC | |||||
| 1309 COFFEEN AVENUE | SHERIDAN | WY | 82801 | RESEARCH PARTNERSHIP | $717,876 |
| MIND RESEARCH INSTITUTE | |||||
| 5281 CALIFORNIA AVENUE | IRVINE | CA | 92617 | RESEARCH PARTNERSHIP | $675,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 38 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $26,545,000 | AllOtherContributionsAmt |
| Total Contributions | $26,545,000 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,185,795 | TotalRevenueColumnAmt |
| Exclusion | $2,185,795 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $689 | TotalRevenueColumnAmt |
| Exclusion | $689 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $689 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,731,484 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,186,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,122 | TotalAmt |
| Program Services | $100,122 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,743,751 | TotalAmt |
| Program Services | $745,387 | ProgramServicesAmt |
| Management And General | $610,911 | ManagementAndGeneralAmt |
| Fundraising | $387,453 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,420,140 | TotalAmt |
| Program Services | $6,462,364 | ProgramServicesAmt |
| Management And General | $942,805 | ManagementAndGeneralAmt |
| Fundraising | $14,971 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,274 | TotalAmt |
| Program Services | $389,814 | ProgramServicesAmt |
| Management And General | $56,412 | ManagementAndGeneralAmt |
| Fundraising | $1,048 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $915,346 | TotalAmt |
| Program Services | $683,667 | ProgramServicesAmt |
| Management And General | $218,086 | ManagementAndGeneralAmt |
| Fundraising | $13,593 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,716 | TotalAmt |
| Program Services | $530,971 | ProgramServicesAmt |
| Management And General | $110,537 | ManagementAndGeneralAmt |
| Fundraising | $21,208 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,376 | TotalAmt |
| Program Services | $41,375 | ProgramServicesAmt |
| Management And General | $1,001 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,791 | TotalAmt |
| Management And General | $48,791 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,705,284 | TotalAmt |
| Program Services | $17,351,922 | ProgramServicesAmt |
| Management And General | $353,362 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,504 | TotalAmt |
| Program Services | $250,389 | ProgramServicesAmt |
| Management And General | $115 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,683 | TotalAmt |
| Program Services | $292,857 | ProgramServicesAmt |
| Management And General | $30,826 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,803 | TotalAmt |
| Program Services | $404,701 | ProgramServicesAmt |
| Management And General | $50,102 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,677 | TotalAmt |
| Program Services | $965 | ProgramServicesAmt |
| Management And General | $712 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,055 | TotalAmt |
| Program Services | $443,166 | ProgramServicesAmt |
| Management And General | $52,889 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,396 | TotalAmt |
| Program Services | $73,099 | ProgramServicesAmt |
| Management And General | $12,297 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,804 | TotalAmt |
| Management And General | $20,804 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EVENTS | Desc |
| Total | $85,893 | TotalAmt |
| Program Services | $85,893 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,804,615 | TotalAmt |
| Program Services | $27,856,692 | ProgramServicesAmt |
| Management And General | $2,509,650 | ManagementAndGeneralAmt |
| Fundraising | $438,273 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,000 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $726,953 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,784 | BOYAmt |
| EOY | $407,031 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $180,668 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,336,143 | BOYAmt |
| EOY | $14,359,287 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,034,559 | BOYAmt |
| EOY | $39,937,982 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,411,486 | BOYAmt |
| EOY | $55,861,921 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,893,925 | BOYAmt |
| EOY | $2,372,005 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $102,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,743 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,199,668 | BOYAmt |
| EOY | $2,474,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,167,199 | BOYAmt |
| EOY | $39,247,813 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,044,619 | BOYAmt |
| EOY | $14,139,603 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,211,818 | BOYAmt |
| EOY | $53,387,416 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,411,486 | BOYAmt |
| EOY | $55,861,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,073,131 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $248,729 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $32,770,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,610,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,545,000 | CurrentTaxYearAmt |
| Total | $100,925,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $32,770,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,610,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,545,000 | CurrentTaxYearAmt |
| Total | $100,925,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $59,475,988 | SubstantialContributorsTotAmt |
| Public Support Total170 | $41,449,012 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $72,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $966,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,185,795 | CurrentTaxYearAmt |
| Total | $3,224,522 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $689 | CurrentTaxYearAmt |
| Total | $689 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $104,150,211 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER SECURITIES | Desc |
| Book Value | $39,937,982 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $39,937,982 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,980,213 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $248,729 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $248,729 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,731,484 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,731,484 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,804,615 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,804,615 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,804,615 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AERDF HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAX CODES AND ACCORDINGLY, IS EXEMPT FROM INCOME TAXES ON RELATED BUSINESS INCOME. CONTRIBUTIONS TO AERDF ARE DEDUCTIBLE FOR INCOME TAX PURPOSES UNDER IRC SECTION 170(B)(1)(A). AERDF'S CURRENT ACCOUNTING POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. MANAGEMENT EVALUATED AERDF'S TAX POSITIONS AND CONCLUDED THAT AERDF HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. AERDF IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL AND STATE TAX AUTHORITIES FOR TAX YEARS BEFORE 2018. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MIDDLETOWN CITY SCHOOL DISTRICT | ||||||||
| ONE DONHAM PLAZA 4TH FLOOR | MIDDLETOWN | OH | 45042 | 316000879 | MIDDLETOWN CITY SCHO | $32,822 | $0 | RESEARCH SUPPORT |
| MILPITAS UNITED SCHOOL DISTRICT | ||||||||
| 1331 E CALVARES BLVD | MILPITAS | CA | 95035 | 000000000 | MILPITAS UNITED SCHO | $31,000 | $0 | RESEARCH SUPPORT |
| NEWARK BOARD OF EDUCATION | ||||||||
| 765 BOARD STREET | NEWARK | NJ | 71020 | 226002140 | NEWARK BOARD OF EDUC | $25,000 | $0 | RESEARCH SUPPORT |
| THE HARDY CENTER INC | ||||||||
| 4593 CHARLESFIELD DR | COLUMBUS | OH | 43230 | 383917592 | 501(C)(3) | $8,500 | $0 | RESEARCH SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONTHLY INTERIM REPORTING VIA PHONE CALLS AND ZOOM MEETINGS ARE CONDUCTED THROUGHOUT THE GRANT PERIOD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUDITI CHAKRAVARTY | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $315,000 | $0 | $0 | $0 | $0 | $0 | $20,650 | $0 | $8,165 | $0 | $343,815 | $0 | $0 | $0 |
| MELINA UNCAPHER | ||||||||||||||
| CHIEF OF RESEARCH & DEVELOPMENT (THR | $316,034 | $0 | $0 | $0 | $0 | $0 | $15,547 | $0 | $10,439 | $0 | $342,020 | $0 | $0 | $0 |
| ELDA BEKI BAHAR-ENGLER | ||||||||||||||
| COO/SECRETARY/TREASURER | $278,775 | $0 | $0 | $0 | $0 | $0 | $19,514 | $0 | $22,232 | $0 | $320,521 | $0 | $0 | $0 |
| MARVIN SMITH | ||||||||||||||
| CHIEF PUBLIC AFFAIRS/DEV. OFFICER | $267,727 | $0 | $0 | $0 | $0 | $0 | $18,268 | $0 | $17,046 | $0 | $303,041 | $0 | $0 | $0 |
| TEMPLE S LOVELACE | ||||||||||||||
| EXECUTIVE DIRECTOR | $267,727 | $0 | $0 | $0 | $0 | $0 | $18,741 | $0 | $10,917 | $0 | $297,385 | $0 | $0 | $0 |
| REBECCA KOCKLER EASTERLING | ||||||||||||||
| EXECUTIVE DIRECTOR | $242,801 | $0 | $0 | $0 | $11,020 | $0 | $16,843 | $0 | $14,897 | $0 | $285,561 | $0 | $0 | $0 |
| AUBREY FRANCISCO | ||||||||||||||
| EXECUTIVE DIRECTOR | $256,208 | $0 | $0 | $0 | $0 | $0 | $17,935 | $0 | $10,469 | $0 | $284,612 | $0 | $0 | $0 |
| CHRISTOPHER LIANG-VERGARA | ||||||||||||||
| CHIEF LEARNING OFFICER | $267,727 | $0 | $0 | $0 | $0 | $0 | $15,149 | $0 | $117 | $0 | $282,993 | $0 | $0 | $0 |
| BRANDY NELSON | ||||||||||||||
| ACADEMIC DIRECTOR | $220,375 | $0 | $0 | $0 | $0 | $0 | $6,611 | $0 | $10,917 | $0 | $237,903 | $0 | $0 | $0 |
| LAUREN LAN KO UYESHIRO | ||||||||||||||
| DIRECTOR OF PRODUCT | $215,000 | $0 | $0 | $0 | $0 | $0 | $10,750 | $0 | $0 | $0 | $225,750 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF LIVINGSTON | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER OF ORGANIZATION | RelationshipDescriptionTxt |
| Transaction | $127,100 | TransactionAmt |
| Transaction | CONSULTING CONTRACT WITH EDSOLUTIONS INC. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S ACCOUNTING FIRM WILL FORWARD THE FORM 990 TO THE FINANCE DIRECTOR FOR REVIEW. THE FINANCE DIRECTOR WILL THEN FORWARD THE FORM 990 TO THE CEO AND COO FOR REVIEW. THE FORM 990 WILL THEN BE SHARED WITH THE AUDIT COMMITTEE FOR REVIEW AND DISCUSSION. THE FORM 990 IS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS. THE COO ENCOURAGES THE BOARD OF DIRECTORS TO REVIEW THE FORM 990 AND TO FORWARD ANY QUESTIONS. THE COO WILL ADDRESS QUESTIONS FROM THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES THAT ITS BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES REPORT ANY POTENTIAL CONFLICTS OF INTEREST TO THE COO, WHO REVIEWS ANY SUCH REPORT WITH THE BOARD CO-CHAIRS, WHICH MAKES A DETERMINATION AS TO WHETHER SUCH CONFLICT EXISTS. THE BOARD CO-CHAIRS THEN DOCUMENT ANY SUCH DETERMINATION IN THE MINUTES OF THE APPROPRIATE MEETINGS OF THE BOARD OF DIRECTORS AND ANY DIRECTIVE PERTAINING THERETO. CONFLICTS THAT RELATE TO AN INVESTMENT DECISION REQUIRING BOARD APPROVAL RESULT IN THE RECUSAL OF THAT INDIVIDUAL FROM THE RECOMMENDATION AND APPROVAL PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION OBTAINED COMPENSATION STUDIES FROM SEVERAL INDEPENDENT SOURCES TO COMPILE INFORMATION USED AS A METRIC FOR SALARY INCREASES ACROSS THE ORGANIZATION, INCLUDING THE CEO AND OTHER EXECUTIVE MANAGEMENT. THE BOARD CO-CHAIRS CONDUCT THE REVIEW OF THE CEO AND DEVELOP A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. THE FORMAL PERFORMANCE EVALUATION AND COMPENSATION DECISION IS DONE IN EXECUTIVE SESSION. THE CEO CONDUCTS PERFORMANCE REVIEWS AND SETS COMPENSATION FOR THE SENIOR EXECUTIVES REPORTING TO HER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROJECT CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 3,387,084. MANAGEMENT AND GENERAL EXPENSES 353,362. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,740,446. RESEARCH SERVICES: PROGRAM SERVICE EXPENSES 13,964,838. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,964,838. |