2024-11-07T18:16:51-06:00 2023-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-01-01 853624930 ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND ADVA 5104885746 66 FRANKLIN ST 300 OAKLAND CA 94607 BEKI BAHAR-ENGLER CHIEF OPERATING OFFICER 5104885746 2024-11-05 1 0 KATY BROWN P00650274 9257902600 2024-11-05 2023 2024-10-15 13:58:12Z BEKI BAHAR-ENGLER 66 FRANKLIN ST 300 OAKLAND CA 94607 28731484 0 X HTTPS://WWW.AERDF.ORG/ X 2020 CA CONDUCT RESEARCH AND DEVELOPMENT THAT WILL YIELD DRAMATIC IMPROVEMENTS IN PUBLIC EDUCATION. 7 6 69 7 0 0 41610000 26545000 0 0 966164 2185795 0 689 42576164 28731484 216060 100122 0 0 7219668 11189227 0 0 438273 15407791 19515266 22843519 30804615 19732645 -2073131 57411486 55861921 2199668 2474505 55211818 53387416 X 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. 0 0 27856692 100122 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. 27856692 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 206 0 1 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X BEKI BAHAR-ENGLER 5104885746 66 FRANKLIN ST 300 OAKLAND CA 94607 BROR SAXBERG INTERIM CEO(01/23 TO 03/23)/BOARD MEMBER 40.00 X X 72417 0 4173 CASSANDRA HERRING BOARD MEMBER 1.00 X 0 0 0 JEFF LIVINGSTON BOARD MEMBER 1.00 X 0 0 0 NAILAH NASIR BOARD MEMBER/CO-CHAIR 1.00 X 0 0 0 LISETTE NIEVES BOARD MEMBER (THRU 6/23) 1.00 X 0 0 0 PARAG A PATHAK BOARD MEMBER 1.00 X 0 0 0 ANA PONCE BOARD MEMBER 1.00 X 0 0 0 JIM SHELTON BOARD MEMBER/CO-CHAIR 1.00 X 0 0 0 STACEY CHILDRESS CEO/BOARD PRESIDENT (THRU 1/23) 40.00 X 69790 0 4983 ELDA BEKI BAHAR-ENGLER COO/SECRETARY/TREASURER 40.00 X 278775 0 41746 AUDITI CHAKRAVARTY CHIEF EXECUTIVE OFFICER 40.00 X 315000 0 28815 MELINA UNCAPHER CHIEF OF RESEARCH & DEVELOPMENT (THRU 12/23) 40.00 X 316034 0 25986 MARVIN SMITH CHIEF PUBLIC AFFAIRS/DEV. OFFICER 40.00 X 267727 0 35314 CHRISTOPHER LIANG-VERGARA CHIEF LEARNING OFFICER 40.00 X 267727 0 15266 REBECCA KOCKLER EASTERLING EXECUTIVE DIRECTOR 40.00 X 253821 0 31740 AUBREY FRANCISCO EXECUTIVE DIRECTOR 40.00 X 256208 0 28404 TEMPLE S LOVELACE EXECUTIVE DIRECTOR 40.00 X 267727 0 29658 BRANDY NELSON ACADEMIC DIRECTOR 40.00 X 220375 0 17528 LAUREN LAN KO UYESHIRO DIRECTOR OF PRODUCT 40.00 X 215000 0 10750 2800601 0 274363 45 0 1 0 ATOMIC SOFTWARE INC 20 JAY STREET SUITE 203 BROOKLYN NY 11201 RESEARCH PARTNERSHIP 2485510 UNIVERSITY OF CALIFORNIA - IRVINE 228 ALDRICH HALL IRVINE CA 92967 RESEARCH PARTNERSHIP 825339 DATA MACHINES CORP 20405 EXCHANGE ST UNIT 271 ASHBURN VA 20147 RESEARCH PARTNERSHIP 818995 MODERN MANTRA LLC 1309 COFFEEN AVENUE SHERIDAN WY 82801 RESEARCH PARTNERSHIP 717876 MIND RESEARCH INSTITUTE 5281 CALIFORNIA AVENUE IRVINE CA 92617 RESEARCH PARTNERSHIP 675377 38 26545000 26545000 2185795 2185795 MISCELLANEOUS INCOME 900099 689 689 689 28731484 0 0 2186484 X 100122 100122 1743751 745387 610911 387453 7420140 6462364 942805 14971 447274 389814 56412 1048 915346 683667 218086 13593 662716 530971 110537 21208 42376 41375 1001 48791 48791 17705284 17351922 353362 250504 250389 115 323683 292857 30826 454803 404701 50102 1677 965 712 496055 443166 52889 85396 73099 12297 20804 20804 EVENTS 85893 85893 0 30804615 27856692 2509650 438273 750000 250000 0 726953 290784 407031 180668 4336143 14359287 52034559 39937982 57411486 55861921 1893925 2372005 102500 305743 0 2199668 2474505 X 41167199 39247813 14044619 14139603 55211818 53387416 57411486 55861921 -2073131 248729 0 X 0 1 X 1 0 X 32770000 41610000 26545000 100925000 32770000 41610000 26545000 100925000 59475988 41449012 72563 966164 2185795 3224522 689 689 104150211 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OTHER SECURITIES 39937982 F 39937982 X 28980213 248729 248729 28731484 0 28731484 30804615 0 30804615 0 30804615 PART X, LINE 2: 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. 1 MIDDLETOWN CITY SCHOOL DISTRICT ONE DONHAM PLAZA 4TH FLOOR MIDDLETOWN OH 45042 316000879 MIDDLETOWN CITY SCHO 32822 0 RESEARCH SUPPORT MILPITAS UNITED SCHOOL DISTRICT 1331 E CALVARES BLVD MILPITAS CA 95035 000000000 MILPITAS UNITED SCHO 31000 0 RESEARCH SUPPORT NEWARK BOARD OF EDUCATION 765 BOARD STREET NEWARK NJ 71020 226002140 NEWARK BOARD OF EDUC 25000 0 RESEARCH SUPPORT THE HARDY CENTER INC 4593 CHARLESFIELD DR COLUMBUS OH 43230 383917592 501(C)(3) 8500 0 RESEARCH SUPPORT 4 0 PART I, LINE 2: MONTHLY INTERIM REPORTING VIA PHONE CALLS AND ZOOM MEETINGS ARE CONDUCTED THROUGHOUT THE GRANT PERIOD. X X X X 0 0 0 0 0 0 0 0 0 AUDITI CHAKRAVARTY CHIEF EXECUTIVE OFFICER 315000 0 0 0 0 0 20650 0 8165 0 343815 0 0 0 MELINA UNCAPHER CHIEF OF RESEARCH & DEVELOPMENT (THR 316034 0 0 0 0 0 15547 0 10439 0 342020 0 0 0 ELDA BEKI BAHAR-ENGLER COO/SECRETARY/TREASURER 278775 0 0 0 0 0 19514 0 22232 0 320521 0 0 0 MARVIN SMITH CHIEF PUBLIC AFFAIRS/DEV. OFFICER 267727 0 0 0 0 0 18268 0 17046 0 303041 0 0 0 TEMPLE S LOVELACE EXECUTIVE DIRECTOR 267727 0 0 0 0 0 18741 0 10917 0 297385 0 0 0 REBECCA KOCKLER EASTERLING EXECUTIVE DIRECTOR 242801 0 0 0 11020 0 16843 0 14897 0 285561 0 0 0 AUBREY FRANCISCO EXECUTIVE DIRECTOR 256208 0 0 0 0 0 17935 0 10469 0 284612 0 0 0 CHRISTOPHER LIANG-VERGARA CHIEF LEARNING OFFICER 267727 0 0 0 0 0 15149 0 117 0 282993 0 0 0 BRANDY NELSON ACADEMIC DIRECTOR 220375 0 0 0 0 0 6611 0 10917 0 237903 0 0 0 LAUREN LAN KO UYESHIRO DIRECTOR OF PRODUCT 215000 0 0 0 0 0 10750 0 0 0 225750 0 0 0 JEFF LIVINGSTON BOARD MEMBER OF ORGANIZATION 127100 CONSULTING CONTRACT WITH EDSOLUTIONS INC. 0 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.