2025-11-12T17:48:17-06:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-01-01 853624930 ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND ADVA 5104885746 66 FRANKLIN ST 300 OAKLAND CA 94607 AUDITI CHAKRAVARTY CEO 5104885746 2025-11-07 1 1 KATY BROWN P00650274 9257902600 2025-11-07 2024 2025-03-06 01:10:19Z AUDITI CHAKRAVARTY 66 FRANKLIN ST 300 OAKLAND CA 94607 29286831 0 X HTTPS://WWW.AERDF.ORG/ X 2020 CA CONDUCT RESEARCH AND DEVELOPMENT THAT WILL YIELD DRAMATIC IMPROVEMENTS IN PUBLIC EDUCATION. 7 7 66 7 0 0 26545000 27475000 0 0 2185795 1809545 689 2286 28731484 29286831 100122 326867 0 0 11189227 10899995 0 0 561776 19515266 26192427 30804615 37419289 -2073131 -8132458 55861921 51592457 2474505 5629770 53387416 45962687 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 (CONTINUED ON SCHEDULE O) STUDENTS OF ALL RACES EXPERIENCING POVERTY. 0 0 13209821 10000 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. 7591153 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. 6936745 316867 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. 5814797 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. 5814797 33552516 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 0 0 0 0 0 0 0 0 0 0 1 237 0 1 66 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X POURSHA JACKSON DIRECTOR OF FINANCE 5104885746 66 FRANKLIN ST 300 OAKLAND CA 94607 JIM SHELTON BOARD MEMBER, CO-CHAIR 1.00 X X 0 0 0 NAILAH NASIR BOARD MEMBER, CO-CHAIR 1.00 X X 0 0 0 ANA PONCE BOARD MEMBER 1.00 X 0 0 0 CASSANDRA HERRING BOARD MEMBER 1.00 X 0 0 0 BROR SAXBERG BOARD MEMBER 1.00 X 0 0 0 JEFF LIVINGSTON BOARD MEMBER 1.00 X 0 0 0 PARAG PATHAK BOARD MEMBER 1.00 X 0 0 0 AUDITI CHAKRAVARTY CHIEF EXECUTIVE OFFICER 40.00 X 449322 0 35986 ELDA BEKI BAHAR-ENGLER COO/SECRETARY/TREASURER 40.00 X 241303 0 43921 SASHA RABKIN START 512024 CHIEF PROGRAM INNOVATION & STRATEGY 40.00 X 198263 0 21010 MARVIN SMITH CHIEF PUBLIC AFFAIRS/DEV. OFFICER 40.00 X 258651 0 30462 CHRISTOPHER LIANG-VERGARA CHIEF LEARNING OFFICER 40.00 X 277197 0 15772 TEMPLE S LOVELACE EXECUTIVE DIRECTOR 40.00 X 257469 0 37813 REBECCA KOCKLER EASTERLING EXECUTIVE DIRECTOR 40.00 X 253854 0 35999 AUBREY FRANCISCO EXECUTIVE DIRECTOR 40.00 X 222960 0 28803 MICHELLE TIU EXECUTIVE DIRECTOR 40.00 X 205172 0 27876 YASMENE MUMBY DIRECTOR OF COMMUNICATIONS 40.00 X 201434 0 29274 2565625 0 306916 41 0 1 0 CAMBIAR EDUCATION 4653 CARMEL MOUNTAIN ROAD STE 308-9 SAN DIEGO CA 92130 RESEARCH PARTNERSHIP 4697408 STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 RESEARCH PARTNERSHIP 1350000 TARMAC LLC 1025 LAKE BEACH DRIVE SHOREVIEW MN 55126 RESEARCH PARTNERSHIP 1345150 AMERICAN INSTITUTES FOR RESEARCH IN BEHA 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 RESEARCH PARTNERSHIP 1250504 UNIVERSITY OF CALIFORNIA - IRVINE 228 ALDRICH HALL IRVINE CA 92967 RESEARCH PARTNERSHIP 1245706 35 27475000 27475000 1809545 1809545 MISCELLANEOUS INCOME 900099 2286 2286 2286 29286831 0 0 1811831 X 326867 326867 1571886 713843 413788 444255 6852680 5308786 1467106 76788 444408 375543 64395 4470 1470254 1353148 108205 8901 560767 433764 99641 27362 17820 615 17205 52016 52016 23773527 22935745 837782 412146 407137 5009 280587 254419 26168 651357 614663 36694 1708 1708 619634 532279 87355 110977 93309 17668 33639 33639 EVENTS 239016 202398 36618 37419289 33552516 3304997 561776 250000 1881637 726953 0 407031 291138 180668 125137 14359287 774066 39937982 48520479 55861921 51592457 2372005 5492437 102500 137333 2474505 5629770 X 39247813 37389237 14139603 8573450 53387416 45962687 55861921 51592457 -8132458 707729 0 X 0 1 X 1 0 X 32770000 41610000 26545000 27475000 128400000 32770000 41610000 26545000 27475000 128400000 76193777 52206223 72563 966164 2185795 1809545 5034067 689 2286 2975 133437042 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OTHER SECURITIES 48520479 F 48520479 X 29994560 707729 707729 29286831 0 29286831 37419289 0 37419289 0 37419289 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 2021 AND STATE TAX AUTHORITIES FOR TAX YEARS BEFORE 2020. 1 ALIQUIPPA SCHOOL DISTRICT 800 21ST STREET ALIQUIPPA PA 15001 256000016 GOV 25600 0 RESEARCH SUPPORT CHANGE THE TUNE INC 3816 SUTRO AVE LOS ANGELES CA 90008 822460199 501(C)(3) 20000 0 RESEARCH SUPPORT CHICAGO MOBILE MAKERS 1757 N KIMBALL AVE CHICAGO IL 60647 823034634 501(C)(3) 8000 0 RESEARCH SUPPORT CITIZENS OF THE WORLD CHARTER SCHOOLS - LOS ANGELES 5371 WILSHIRE BLVD SUITE 200 LOS ANGELES CA 90036 453532127 501(C)(3) 12600 0 RESEARCH SUPPORT DISTINCTIVE SCHOOLS 910 W VAN BUREN STREET SUITE 315 CHICAGO IL 60607 274967763 501(C)(3) 41000 0 RESEARCH SUPPORT DIVERSE CHARTER SCHOOLS COALITION 26 BROADWAY 8TH FLOOR 1010 NEW YORK NY 10004 452849094 501(C)(3) 20000 0 RESEARCH SUPPORT ELITE PUBLIC SCHOOLS 100 WHITNEY AVE VALLEJO CA 94589 823303827 501(C)(3) 19000 0 RESEARCH SUPPORT GOOD TUTORS 707 WESTHOLME AVENUE LOS ANGELES CA 90024 862678335 501(C)(3) 10000 0 RESEARCH SUPPORT JACKSON PUBLIC SCHOOL DISTRICT 662 S PRESIDENT STREET JACKSON MS 39201 GOV 74000 0 RESEARCH SUPPORT NEVADA RISE ACADEMY INC 2525 EMERSON AVE LAS VEGAS NV 89121 814539783 501(C)(3) 8667 0 RESEARCH SUPPORT TEJANO CENTER FOR COMMUNITY CONCERNS INC 2950 BROADWAY ST HOUSTON TX 77017 760377101 501(C)(3) 48000 0 RESEARCH SUPPORT THE URBAN ALLIANCE FOUNDATION INC 2030 Q STREET NW WASHINGTON DC 20009 521938443 501(C)(3) 10500 0 RESEARCH SUPPORT 12 0 PART I, LINE 2: WEEKLY ZOOM MEETINGS WITH INVESTMENT OPERATIONS AND FINANCE TO MONITOR GRANTS X X X X 0 0 0 0 0 0 0 1 0 AUDITI CHAKRAVARTY CHIEF EXECUTIVE OFFICER 407322 0 42000 0 0 0 24150 0 11836 0 485308 0 0 0 TEMPLE S LOVELACE EXECUTIVE DIRECTOR 257469 0 0 0 0 0 19330 0 18483 0 295282 0 0 0 CHRISTOPHER LIANG-VERGARA CHIEF LEARNING OFFICER 277197 0 0 0 0 0 15655 0 117 0 292969 0 0 0 REBECCA KOCKLER EASTERLING EXECUTIVE DIRECTOR 253854 0 0 0 0 0 17516 0 18483 0 289853 0 0 0 MARVIN SMITH CHIEF PUBLIC AFFAIRS/DEV. OFFICER 258651 0 0 0 0 0 18626 0 11836 0 289113 0 0 0 ELDA BEKI BAHAR-ENGLER COO/SECRETARY/TREASURER 241303 0 0 0 0 0 19824 0 24097 0 285224 0 0 0 AUBREY FRANCISCO EXECUTIVE DIRECTOR 222960 0 0 0 0 0 16967 0 11836 0 251763 0 0 0 MICHELLE TIU EXECUTIVE DIRECTOR 205172 0 0 0 0 0 11836 0 16040 0 233048 0 0 0 YASMENE MUMBY DIRECTOR OF COMMUNICATIONS 201434 0 0 0 0 0 14486 0 14788 0 230708 0 0 0 SASHA RABKIN START 512024 CHIEF PROGRAM INNOVATION & STRATEGY 198263 0 0 0 0 0 13572 0 7438 0 219273 0 0 0 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. 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.