ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND (EIN 85-3624930)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349309085
- Schema version
- 2024v5.2
- 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 | 2025-11-12T17:48:17-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | AUDITI CHAKRAVARTY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5104885746 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2025-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AUDITI CHAKRAVARTY | 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 | $29,286,831 | 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 | 7 | VotingMembersIndependentCnt |
| Total Employee | 66 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,545,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,475,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,185,795 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,809,545 | CYInvestmentIncomeAmt |
| PY Other Revenue | $689 | PYOtherRevenueAmt |
| CY Other Revenue | $2,286 | CYOtherRevenueAmt |
| PY Total Revenue | $28,731,484 | PYTotalRevenueAmt |
| CY Total Revenue | $29,286,831 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $100,122 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $326,867 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,189,227 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,899,995 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $561,776 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,515,266 | PYOtherExpensesAmt |
| CY Other Expenses | $26,192,427 | CYOtherExpensesAmt |
| PY Total Expenses | $30,804,615 | PYTotalExpensesAmt |
| CY Total Expenses | $37,419,289 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,073,131 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,132,458 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,861,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,592,457 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,474,505 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,629,770 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,387,416 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,962,687 | 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 (CONTINUED ON SCHEDULE O) STUDENTS OF ALL RACES EXPERIENCING POVERTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,209,821 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Desc | READING REIMAGINED IS OUR R&D PROGRAM THAT AIMS TO END ILLITERACY. WITH A FOCUS ON THE NEEDS OF OLDER ELEMENTARY STUDENTS WHO ARE NOT READING AT GRADE LEVEL AND NEED TO DEVELOP FOUNDATIONAL READING SKILLS, READING REIMAGINED RESEARCHES AND DESIGNS CLASSROOM-READY SOLUTIONS THAT SUPPORT THE LINGUISTIC AND DEVELOPMENTAL NEEDS OF OLDER ELEMENTARY READERS. READING REIMAGINED GENERATED PEER-REVIEWED RESEARCH THAT CHALLENGED CONVENTIONAL LITERACY ASSUMPTIONS BY TACKLING ONE OF EDUCATION'S MOST PERSISTENT AND UNDERRESEARCHED BARRIERS, THE "DECODING THRESHOLD", THE POINT AT WHICH STUDENTS CAN RECOGNIZE AND SOUND OUT WORDS ACCURATELY AND EFFICIENTLY, IN PARTNERSHIP WITH ETS, STANFORD UNIVERSITY, AND 200,000+ LEARNERS. ALSO WITH STANFORD UNIVERSITY, READING REIMAGINED ACCELERATED THE (CONTINUED ON SCHEDULE O) DEVELOPMENT OF A FREE LITERACY ASSESSMENT PLATFORM APPROVED AS A STATEWIDE READING SCREENER IN CALIFORNIA, MINNESOTA, AND OHIO THAT IS NOW AVAILABLE TO 40,000+ LEARNERS AND DEMONSTRATED BREAKTHROUGH-LEVEL EFFECT SIZES (COHEN'S D = 0.65-1.00) FOR A NOVEL INTERVENTION THAT HELPS OLDER ELEMENTARY STUDENTS PRACTICE BREAKING DOWN, IDENTIFYING WORDS, AND SPELLING WORDS WITH MULTIPLE SYLLABLES, PREFIXES, AND SUFFIXES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,591,153 | ExpenseAmt |
| Desc | EF+MATH IS OUR INAUGURAL R&D PROGRAM EXPLORING HOW STRENGTHENING STUDENTS' EXECUTIVE FUNCTION SKILLS CAN HELP STUDENTS MANAGE THEIR THOUGHTS, EMOTIONS, AND BEHAVIOR WHILE THEY LEARN MATH. WITH A FOCUS ON MATHEMATICAL CONCEPTUAL UNDERSTANDING AND COMPLEX PROBLEM-SOLVING, EF+MATH SEEKS TO CREATE INNOVATIVE APPROACHES TO TEACHING AND LEARNING MATH THAT HELP ALL STUDENTS THRIVE. EF+MATH CREATED A NEW FIELD AT THE INTERSECTION OF EXECUTIVE FUNCTION AND MATH LEARNING; PUBLISHED 70+ RESEARCH ARTICLES, AND CREATED AN EXTENSIVE STUDENT DATASET OF 10,000+ FOR ONGOING RESEARCH. THE EF+MATH SUPPORTED INVENTIONS DEMONSTRATED STATISTICALLY SIGNIFICANT GAINS ACROSS 113 SCHOOLS AND 33 DISTRICTS THROUGH THREE OF ITS PROTOTYPES. THEY ARE SUPPORTED BY A CROSS-SECTOR COMMUNITY OF 700+ EDUCATORS AND RESEARCHERS (CONTINUED ON SCHEDULE O) WHO'VE ENGAGED 18,000 STUDENTS ACROSS 42 DISTRICTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,936,745 | ExpenseAmt |
| Grant | $316,867 | GrantAmt |
| Desc | ASSESSMENT FOR GOOD IS OUR R&D PROGRAM THAT SEEKS TO TRANSFORM ASSESSMENTS. WITH A FOCUS ON THE IMPORTANT TRANSITION PERIOD FROM AGES 8-13, ASSESSMENT FOR GOOD IS DEVELOPING ASSESSMENTS THAT DELIVER ACCURATE, MEANINGFUL DATA THAT GUIDES INSTRUCTION AND FOSTERS A MORE STUDENT-CENTERED EXPERIENCE AT THE SPEED OF TEACHING AND LEARNING, RATHER THAN AS A RETROSPECTIVE AUDIT. ASSESSMENT FOR GOOD PIONEERED A NEW APPROACH TO ASSESSMENT THAT MEASURES THE SKILLS LEARNERS APPLY TO POWER THEIR LEARNING, INCLUDING METACOGNITION, COLLABORATIVE PROBLEM-SOLVING, AND ADAPTIVE THINKING, PLUS TECHNICAL SKILLS, LIKE THE MECHANICS OF READING, INVENTED NEW ANALYTICAL APPROACHES (A "NEW MATH" OF ASSESSMENT) TO MAKE SENSE OF THE COMPLEX DATA FROM THIS NEW APPROACH TO ASSESSMENT, PROVIDING INFORMATION ABOUT (CONTINUED ON SCHEDULE O) EACH LEARNER WHEN EDUCATORS NEED IT AND SOLUTIONS THAT SUPPORT SELF-DIRECTED STUDENT LEARNING. AND WHILE USING CUTTING EDGE MACHINE LEARNING AND ARTIFICIAL INTELLIGENCE, ASSESSMENT FOR GOOD REDUCED TRADITIONAL ASSESSMENT QUESTION (OR ITEM) DEVELOPMENT BY 75% AND EXPANDED THE POOL OF ITEMS BY 167% IN SIX MONTHS. THE ORGANIZATION DEVELOPED FOUR NEW INTERACTIVE ASSESSMENT INTERFACES THAT INTRODUCE CONVERSATIONAL (OR DIALOGIC) ASSESSMENT THROUGH TEXT CHATS, FUNDAMENTALLY SHIFTING FROM TRADITIONAL TESTING TO NATURAL LEARNING EXPLORATION, ENGAGING OVER 15,000 LEARNERS SO FAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,814,797 | ExpenseAmt |
| Desc | ENTEPRISE PROVIDES PROGRAMATIC SUPPORT TO ITS PROGRAMS BY ACTING AS A BACKBONE IN SUPPORT OF THE ENTIRE RESEARCH OPERATIONS. ENTERPRISE PROVIDES CENTRALIZED SUPPORT IN AREAS LIKE PROCUREMENT MANAGEMENT, COMPLIANCE WITH FUNDER REGULATIONS, FREEING RESEARCHERS TO FOCUS ON THEIR WORK. ADDITIONAL OPERATIONAL SUPPORT COMES FROM THE PROVISION OF SHARED RESOURCES, SUCH AS A DEDICATED IT INFRASTRUCTURE FOR SECURE DATA COLLECTION, LEGAL SUPORT TO ENSURE INFORMED CONSENT AND MAINTAIN PARTICIPANT PRIVACY, A HUMAN RESOURCES DEPARTMENT TO MANAGE STAFFING AND TALENT ACQUISITION FOR PROGRAM TEAMS, AND A COMMUNICATIONS OFFICE TO HANDLE EXTERNAL DISSEMINATION AND STAKEHOLDER ENGAGEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,814,797 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $33,552,516 | 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 | 0 | 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 | 237 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 66 | 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 | 7 | 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 | POURSHA JACKSON DIRECTOR OF FINANCE | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| JIM SHELTON | ||||||||
| BOARD MEMBER, CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NAILAH NASIR | ||||||||
| BOARD MEMBER, CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANA PONCE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CASSANDRA HERRING | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BROR SAXBERG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF LIVINGSTON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PARAG PATHAK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AUDITI CHAKRAVARTY | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $449,322 | $0 | $35,986 | |||
| ELDA BEKI BAHAR-ENGLER | ||||||||
| COO/SECRETARY/TREASURER | 40.00 | Yes (X) | $241,303 | $0 | $43,921 | |||
| SASHA RABKIN START 512024 | ||||||||
| CHIEF PROGRAM INNOVATION & STRATEGY | 40.00 | $198,263 | $0 | $21,010 | Yes (X) | |||
| MARVIN SMITH | ||||||||
| CHIEF PUBLIC AFFAIRS/DEV. OFFICER | 40.00 | $258,651 | $0 | $30,462 | Yes (X) | |||
| CHRISTOPHER LIANG-VERGARA | ||||||||
| CHIEF LEARNING OFFICER | 40.00 | $277,197 | $0 | $15,772 | Yes (X) | |||
| TEMPLE S LOVELACE | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $257,469 | $0 | $37,813 | Yes (X) | |||
| REBECCA KOCKLER EASTERLING | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $253,854 | $0 | $35,999 | Yes (X) | |||
| AUBREY FRANCISCO | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $222,960 | $0 | $28,803 | Yes (X) | |||
| MICHELLE TIU | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $205,172 | $0 | $27,876 | Yes (X) | |||
| YASMENE MUMBY | ||||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | $201,434 | $0 | $29,274 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,565,625 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $306,916 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 41 | 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 |
|---|---|---|---|---|---|
| CAMBIAR EDUCATION | |||||
| 4653 CARMEL MOUNTAIN ROAD STE 308-9 | SAN DIEGO | CA | 92130 | RESEARCH PARTNERSHIP | $4,697,408 |
| STANFORD UNIVERSITY | |||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | RESEARCH PARTNERSHIP | $1,350,000 |
| TARMAC LLC | |||||
| 1025 LAKE BEACH DRIVE | SHOREVIEW | MN | 55126 | RESEARCH PARTNERSHIP | $1,345,150 |
| AMERICAN INSTITUTES FOR RESEARCH IN BEHA | |||||
| 1400 CRYSTAL DRIVE 10TH FLOOR | ARLINGTON | VA | 22202 | RESEARCH PARTNERSHIP | $1,250,504 |
| UNIVERSITY OF CALIFORNIA - IRVINE | |||||
| 228 ALDRICH HALL | IRVINE | CA | 92967 | RESEARCH PARTNERSHIP | $1,245,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 35 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $27,475,000 | AllOtherContributionsAmt |
| Total Contributions | $27,475,000 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,809,545 | TotalRevenueColumnAmt |
| Exclusion | $1,809,545 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,286 | TotalRevenueColumnAmt |
| Exclusion | $2,286 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,286 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,286,831 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,811,831 | 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 | $326,867 | TotalAmt |
| Program Services | $326,867 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,571,886 | TotalAmt |
| Program Services | $713,843 | ProgramServicesAmt |
| Management And General | $413,788 | ManagementAndGeneralAmt |
| Fundraising | $444,255 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,852,680 | TotalAmt |
| Program Services | $5,308,786 | ProgramServicesAmt |
| Management And General | $1,467,106 | ManagementAndGeneralAmt |
| Fundraising | $76,788 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,408 | TotalAmt |
| Program Services | $375,543 | ProgramServicesAmt |
| Management And General | $64,395 | ManagementAndGeneralAmt |
| Fundraising | $4,470 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,470,254 | TotalAmt |
| Program Services | $1,353,148 | ProgramServicesAmt |
| Management And General | $108,205 | ManagementAndGeneralAmt |
| Fundraising | $8,901 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,767 | TotalAmt |
| Program Services | $433,764 | ProgramServicesAmt |
| Management And General | $99,641 | ManagementAndGeneralAmt |
| Fundraising | $27,362 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,820 | TotalAmt |
| Program Services | $615 | ProgramServicesAmt |
| Management And General | $17,205 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,016 | TotalAmt |
| Management And General | $52,016 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,773,527 | TotalAmt |
| Program Services | $22,935,745 | ProgramServicesAmt |
| Management And General | $837,782 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,146 | TotalAmt |
| Program Services | $407,137 | ProgramServicesAmt |
| Management And General | $5,009 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,587 | TotalAmt |
| Program Services | $254,419 | ProgramServicesAmt |
| Management And General | $26,168 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,357 | TotalAmt |
| Program Services | $614,663 | ProgramServicesAmt |
| Management And General | $36,694 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,708 | TotalAmt |
| Management And General | $1,708 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,634 | TotalAmt |
| Program Services | $532,279 | ProgramServicesAmt |
| Management And General | $87,355 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,977 | TotalAmt |
| Program Services | $93,309 | ProgramServicesAmt |
| Management And General | $17,668 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,639 | TotalAmt |
| Management And General | $33,639 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EVENTS | Desc |
| Total | $239,016 | TotalAmt |
| Program Services | $202,398 | ProgramServicesAmt |
| Management And General | $36,618 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,419,289 | TotalAmt |
| Program Services | $33,552,516 | ProgramServicesAmt |
| Management And General | $3,304,997 | ManagementAndGeneralAmt |
| Fundraising | $561,776 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $1,881,637 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,953 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,031 | BOYAmt |
| EOY | $291,138 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,668 | BOYAmt |
| EOY | $125,137 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,359,287 | BOYAmt |
| EOY | $774,066 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,937,982 | BOYAmt |
| EOY | $48,520,479 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,861,921 | BOYAmt |
| EOY | $51,592,457 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,372,005 | BOYAmt |
| EOY | $5,492,437 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,500 | BOYAmt |
| EOY | $137,333 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,474,505 | BOYAmt |
| EOY | $5,629,770 | 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 | $39,247,813 | BOYAmt |
| EOY | $37,389,237 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,139,603 | BOYAmt |
| EOY | $8,573,450 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,387,416 | BOYAmt |
| EOY | $45,962,687 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,861,921 | BOYAmt |
| EOY | $51,592,457 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,132,458 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $707,729 | 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 Minus3 Years | $32,770,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,610,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,545,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,475,000 | CurrentTaxYearAmt |
| Total | $128,400,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $32,770,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,610,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,545,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,475,000 | CurrentTaxYearAmt |
| Total | $128,400,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $76,193,777 | SubstantialContributorsTotAmt |
| Public Support Total170 | $52,206,223 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $72,563 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $966,164 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,185,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,809,545 | CurrentTaxYearAmt |
| Total | $5,034,067 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $689 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,286 | CurrentTaxYearAmt |
| Total | $2,975 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $133,437,042 | 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 | $48,520,479 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $48,520,479 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,994,560 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $707,729 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $707,729 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,286,831 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,286,831 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,419,289 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,419,289 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,419,289 | 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 2021 AND STATE TAX AUTHORITIES FOR TAX YEARS BEFORE 2020. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALIQUIPPA SCHOOL DISTRICT | ||||||||
| 800 21ST STREET | ALIQUIPPA | PA | 15001 | 256000016 | GOV | $25,600 | $0 | RESEARCH SUPPORT |
| CHANGE THE TUNE INC | ||||||||
| 3816 SUTRO AVE | LOS ANGELES | CA | 90008 | 822460199 | 501(C)(3) | $20,000 | $0 | RESEARCH SUPPORT |
| CHICAGO MOBILE MAKERS | ||||||||
| 1757 N KIMBALL AVE | CHICAGO | IL | 60647 | 823034634 | 501(C)(3) | $8,000 | $0 | RESEARCH SUPPORT |
| CITIZENS OF THE WORLD CHARTER SCHOOLS - LOS ANGELES | ||||||||
| 5371 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90036 | 453532127 | 501(C)(3) | $12,600 | $0 | RESEARCH SUPPORT |
| DISTINCTIVE SCHOOLS | ||||||||
| 910 W VAN BUREN STREET SUITE 315 | CHICAGO | IL | 60607 | 274967763 | 501(C)(3) | $41,000 | $0 | RESEARCH SUPPORT |
| DIVERSE CHARTER SCHOOLS COALITION | ||||||||
| 26 BROADWAY 8TH FLOOR 1010 | NEW YORK | NY | 10004 | 452849094 | 501(C)(3) | $20,000 | $0 | RESEARCH SUPPORT |
| ELITE PUBLIC SCHOOLS | ||||||||
| 100 WHITNEY AVE | VALLEJO | CA | 94589 | 823303827 | 501(C)(3) | $19,000 | $0 | RESEARCH SUPPORT |
| GOOD TUTORS | ||||||||
| 707 WESTHOLME AVENUE | LOS ANGELES | CA | 90024 | 862678335 | 501(C)(3) | $10,000 | $0 | RESEARCH SUPPORT |
| JACKSON PUBLIC SCHOOL DISTRICT | ||||||||
| 662 S PRESIDENT STREET | JACKSON | MS | 39201 | GOV | $74,000 | $0 | RESEARCH SUPPORT | |
| NEVADA RISE ACADEMY INC | ||||||||
| 2525 EMERSON AVE | LAS VEGAS | NV | 89121 | 814539783 | 501(C)(3) | $8,667 | $0 | RESEARCH SUPPORT |
| TEJANO CENTER FOR COMMUNITY CONCERNS INC | ||||||||
| 2950 BROADWAY ST | HOUSTON | TX | 77017 | 760377101 | 501(C)(3) | $48,000 | $0 | RESEARCH SUPPORT |
| THE URBAN ALLIANCE FOUNDATION INC | ||||||||
| 2030 Q STREET NW | WASHINGTON | DC | 20009 | 521938443 | 501(C)(3) | $10,500 | $0 | RESEARCH SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | 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 | WEEKLY ZOOM MEETINGS WITH INVESTMENT OPERATIONS AND FINANCE TO MONITOR GRANTS | 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 | Yes (1) | 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 | $407,322 | $0 | $42,000 | $0 | $0 | $0 | $24,150 | $0 | $11,836 | $0 | $485,308 | $0 | $0 | $0 |
| TEMPLE S LOVELACE | ||||||||||||||
| EXECUTIVE DIRECTOR | $257,469 | $0 | $0 | $0 | $0 | $0 | $19,330 | $0 | $18,483 | $0 | $295,282 | $0 | $0 | $0 |
| CHRISTOPHER LIANG-VERGARA | ||||||||||||||
| CHIEF LEARNING OFFICER | $277,197 | $0 | $0 | $0 | $0 | $0 | $15,655 | $0 | $117 | $0 | $292,969 | $0 | $0 | $0 |
| REBECCA KOCKLER EASTERLING | ||||||||||||||
| EXECUTIVE DIRECTOR | $253,854 | $0 | $0 | $0 | $0 | $0 | $17,516 | $0 | $18,483 | $0 | $289,853 | $0 | $0 | $0 |
| MARVIN SMITH | ||||||||||||||
| CHIEF PUBLIC AFFAIRS/DEV. OFFICER | $258,651 | $0 | $0 | $0 | $0 | $0 | $18,626 | $0 | $11,836 | $0 | $289,113 | $0 | $0 | $0 |
| ELDA BEKI BAHAR-ENGLER | ||||||||||||||
| COO/SECRETARY/TREASURER | $241,303 | $0 | $0 | $0 | $0 | $0 | $19,824 | $0 | $24,097 | $0 | $285,224 | $0 | $0 | $0 |
| AUBREY FRANCISCO | ||||||||||||||
| EXECUTIVE DIRECTOR | $222,960 | $0 | $0 | $0 | $0 | $0 | $16,967 | $0 | $11,836 | $0 | $251,763 | $0 | $0 | $0 |
| MICHELLE TIU | ||||||||||||||
| EXECUTIVE DIRECTOR | $205,172 | $0 | $0 | $0 | $0 | $0 | $11,836 | $0 | $16,040 | $0 | $233,048 | $0 | $0 | $0 |
| YASMENE MUMBY | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $201,434 | $0 | $0 | $0 | $0 | $0 | $14,486 | $0 | $14,788 | $0 | $230,708 | $0 | $0 | $0 |
| SASHA RABKIN START 512024 | ||||||||||||||
| CHIEF PROGRAM INNOVATION & STRATEGY | $198,263 | $0 | $0 | $0 | $0 | $0 | $13,572 | $0 | $7,438 | $0 | $219,273 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | IN 2024, CEO AUDITI CHAKRAVARTY RECEIVED A NON-FIXED BONUS OF $42,000, WHICH WAS APPROVED BY THE BOARD. |
| PART II: | KEY EMPLOYEE SASHA RABKIN BEGAN EMPLOYMENT IN MAY 2024, SO THE REPORTED COMPENSATION REFLECTS A PARTIAL YEAR. |
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 18,996,484. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,996,484. RESEARCH SERVICES: PROGRAM SERVICE EXPENSES 3,939,261. MANAGEMENT AND GENERAL EXPENSES 837,782. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,777,043. |