2023-10-18T14:41:54-05:00 2022-12-31 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-01-01 853624930 ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND ADVA 5104885746 66 FRANKLIN ST 300 OAKLAND CA 94607 BEKI BAHAR-ENGLAR CHIEF OPERATING OFFICER 5104885746 2023-10-17 1 BEKI BAHAR-ENGLAR 999009999 1 KATY BROWN P00650274 9257902600 2023-10-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X BEKI BAHAR-ENGLAR 66 FRANKLIN ST 300 OAKLAND CA 94607 42576164 0 X HTTPS://WWW.AERDF.ORG/ X 2020 CA CONDUCT RESEARCH AND DEVELOPMENT THAT WILL YIELD DRAMATIC IMPROVEMENTS IN PUBLIC EDUCATION. 9 8 51 10 0 0 32770000 41610000 0 0 72563 966164 0 0 32842563 42576164 309416 216060 0 0 3758434 7219668 0 0 91036 11098721 15407791 15166571 22843519 17675992 19732645 37818730 57411486 1738003 2199668 36080727 55211818 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 20021832 216060 INCLUSIVE RESEARCH AND DEVELOPMENT: AERDF RAISES PHILANTHROPIC DOLLARS FROM THE GENERAL PUBLIC AND THEN MOBILIZES THAT CAPITAL TO SUPPORT INNOVATIVE RESEEARCH AND DEVELOPMENT PROJECTS THAT ADDRESS PERNICIOUS TEACHING AND LEARNING CHALLENGES THAT DISPROPRORTIONALTELY IMPACT BLACK, LATINO AND LOW-INCOME STUDENTS. AERDF HAS ASSEMBLED TEAMS OF LEADING EXPERTS IN THE AREA OF EDUCATION RESEARCH AND INNOVATION. THESE TEAMS HAVE IDENTIFIED AND FUNDED EDUCATIONAL RESEARCH AND DEVELOPMENT PROJECTS THAT HAVE THE POTENTIAL TO CREATE BREAKTHROUGH LEARNING OUTCOMES FOR STUDENTS AT ALL LEVELS. CURRENT PROJECTS INCLUDE EF+MATH, ASSESSMENT FOR GOOD AND READING REIMAGINED. 20021832 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 150 0 1 51 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X BEKI BAHAR-ENGLAR 5104885746 66 FRANKLIN ST 300 OAKLAND CA 94607 STACEY CHILDRESS CEO/BOARD PRESIDENT 8.00 32.00 X X 399999 150006 33311 DARYL PEAGLER CIO/BOARD TREASURER (THRU 07/22) 40.00 X X 139151 0 13380 BROR SAXBERG SECRETARY 1.00 X 0 0 0 LISETTE NIEVES BOARD MEMBER 1.00 X 0 0 0 JIM SHELTON BOARD MEMBER 1.00 X 0 0 0 CASSANDRA HERRING BOARD MEMBER (AS OF 07/22) 1.00 X 0 0 0 JEFF LIVINGSTON BOARD MEMBER (AS OF 07/22) 1.00 X 0 0 0 NAILAH NASIR BOARD MEMBER (AS OF 01/22) 1.00 X 0 0 0 ANA PONCE BOARD MEMBER (AS OF 07/22) 1.00 X 0 0 0 PARAG A PATHAK BOARD MEMBER (AS OF 07/22) 1.00 X 0 0 0 SARA ALLEN BOARD MEMBER (THRU 06/22) 1.00 X 0 0 0 CALEB OFFLEY BOARD MEMBER (THRU 06/22) 1.00 X 0 0 0 BEKI BAHAR-ENGLER COO/TREASURER (AS OF 09/22) 40.00 X 144346 0 21388 MELINA UNCAPHER CHIEF OF RESEARCH & DEVELO 40.00 X 295600 0 26426 MARVIN SMITH CHIEF PUBLIC AFFAIRS OFFIC 40.00 X 259300 0 27970 CHRISTOPHER LIANG-VERGARA CHIEF LEARNING OFFICER 40.00 X 259300 0 14379 REBECCA KOCKLER EASTERLING PROGRAM DIRECTOR 40.00 X 259300 0 32157 TEMPLE S LOVELACE PROGRAM DIRECTOR 40.00 X 259300 0 30112 AUBREY FRANCISCO PROGRAM DIRECTOR 40.00 X 250000 0 28209 BRANDY NELSON ACADEMIC DIRECTOR 40.00 X 215000 0 18411 ENID MARIE ROSARIO-RAMOS SR MANAGER, PROGRAM ENGAGEMENT 40.00 X 193424 0 29012 2674720 150006 274755 24 0 1 0 NEWSCHOOLS VENTURE FUND 1616 FRANKLIN ST OAKLAND CA 94612 SHARED SERVICES 1165440 MODERN MANTRA 1309 COFFEEN AVENUE SHERIDAN WY 82801 RESEARCH PARTNERSHIP 928628 SAGA INNOVATIONS INC DBA WOOT MATH 10 LAUDHOLM RD NEWTON MA 02458 RESEARCH PARTNERSHIP 843615 THE 21ST CENTURY PARTNERSHIP FOR STEM ED 375 EAST ELM STREET SUITE 215 CONSHOHOCKEN PA 19428 RESEARCH PARTNERSHIP 843499 MIND RESEARCH INSTITUTE 5281 CALIFORNIA AVENUE IRVINE CA 92617 RESEARCH PARTNERSHIP 741630 30 41610000 41610000 966164 966164 42576164 0 0 966164 X 216060 216060 1628426 1460624 108201 59601 4315584 3902759 388756 24069 255800 250146 4182 1472 614555 601697 9356 3502 405303 372879 30332 2092 85227 85227 8321 8321 13970701 12454435 1516266 35763 9500 26263 106460 45991 60349 120 465848 190296 275372 180 1538 828 710 204425 127553 76872 278066 266182 11884 767 243 524 31360 31360 EVENTS 219315 122639 96676 22843519 20021832 2730651 91036 531734 750000 25940 290784 34974247 4336143 2286809 52034559 37818730 57411486 1356073 1893925 381930 305743 1738003 2199668 X 22967321 41167199 13113406 14044619 36080727 55211818 37818730 57411486 19732645 -601554 0 X 0 1 X 1 0 X 32770000 41610000 74380000 32770000 41610000 74380000 46954875 27425125 72563 966164 1038727 75418727 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PUBLICLY TRADED SECURITIES 52034559 F 52034559 INTER ENTITY PAYABLE 305743 305743 X 41974610 -601554 -601554 42576164 0 42576164 22843519 0 22843519 0 22843519 PART X, LINE 2: THE CONSOLIDATED ENTITY 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 THE CONSOLIDATED ENTITY ARE DEDUCTIBLE FOR INCOME TAX PURPOSES UNDER IRC SECTION 170(B)(1)(A). THE CONSOLIDATED ENTITY'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 THE CONSOLIDATED ENTITY'S TAX POSITIONS AND CONCLUDED THAT THE CONSOLIDATED ENTITY 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. THE CONSOLIDATED ENTITY 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 44274 0 RESEARCH SUPPORT NEWARK BOARD OF EDUCATION 765 BOARD STREET NEWARK NJ 07102 226002140 NEWARK PUBLIC SCHOOL 51960 0 RESEARCH SUPPORT VISTA UNIFIED SCHOOL DISTRICT 1234 ARCADIA AVE VISTA CA 92084 956003432 VISTA UNIFIED SCHOOL 58474 0 RESEARCH SUPPORT MERIDIAN PUBLIC SCHOOL DISTRICT ONE DONHAM PLAZA 4TH FLOOR MIDDLETOWN OH 45042 316000879 MERIDIAN PUBLIC SCHO 37756 0 RESEARCH SUPPORT EAST JASPER CONSOLIDATED SCHOOL DISTRICT POST OFFICE DRAWER E HEIDELBERG MS 39439 630885150 EAST JASPER CONSOLID 13947 0 RESEARCH SUPPORT 5 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 STACEY CHILDRESS CEO/BOARD PRESIDENT 399999 150006 0 0 0 0 15225 6125 11961 0 427185 156131 0 0 MELINA UNCAPHER CHIEF OF RESEARCH & DEVELO 295600 0 0 0 0 0 14465 0 11961 0 322026 0 0 0 REBECCA KOCKLER EASTERLING PROGRAM DIRECTOR 259300 0 0 0 0 0 7779 0 24378 0 291457 0 0 0 TEMPLE S LOVELACE PROGRAM DIRECTOR 259300 0 0 0 0 0 18151 0 11961 0 289412 0 0 0 MARVIN SMITH CHIEF PUBLIC AFFAIRS OFFIC 259300 0 0 0 0 0 16935 0 11035 0 287270 0 0 0 AUBREY FRANCISCO PROGRAM DIRECTOR 250000 0 0 0 0 0 17500 0 10709 0 278209 0 0 0 CHRISTOPHER LIANG-VERGARA CHIEF LEARNING OFFICER 259300 0 0 0 0 0 14262 0 117 0 273679 0 0 0 BRANDY NELSON ACADEMIC DIRECTOR 215000 0 0 0 0 0 6450 0 11961 0 233411 0 0 0 ENID MARIE ROSARIO-RAMOS SR MANAGER, PROGRAM ENGAGEMENT 193424 0 0 0 0 0 13540 0 15472 0 222436 0 0 0 BEKI BAHAR-ENGLER COO/TREASURER (AS OF 09/22) 144346 0 0 0 0 0 10104 0 11284 0 165734 0 0 0 DARYL PEAGLER CIO/BOARD TREASURER (THRU 07/22) 139151 0 0 0 0 0 4301 0 9079 0 152531 0 0 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 CEO, WHO REVIEWS ANY SUCH REPORT WITH THE FULL BOARD OF DIRECTORS, WHICH MAKES A DETERMINATION AS TO WHETHER SUCH CONFLICT EXISTS. THE BOARD OF DIRECTORS DOCUMENTS 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 OF DIRECTORS CONDUCTS THE REVIEW OF THE CEO AND DEVELOPS A RECOMMENDATION 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 2,573,865. MANAGEMENT AND GENERAL EXPENSES 1,328,882. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,902,747. RESEARCH SERVICES: PROGRAM SERVICE EXPENSES 9,809,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,809,900. RECRUITING: PROGRAM SERVICE EXPENSES 70,670. MANAGEMENT AND GENERAL EXPENSES 187,384. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 258,054. NEW SCHOOLS FUND 1616 FRANKLIN STREET 2ND FLOOR OAKLAND CA 94612 943281780 SUPPORT EDUCATIONAL INITATIVES CA 501(C)(3) LINE 7 N/A 0 NEWSCHOOLS SEED FUND LP 532 EMERSON STREET PALO ALTO CA 94301 813037754 ACQUIRE & HOLD MISSION RELATED INVESTMENTS CA N/A 0 0 NEWSCHOOLS CAPITAL LLC 532 EMERSON STREET PALO ALTO CA 94301 473212503 MGMT OF SEED FUND INVESTMENTS CA N/A 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0