2016-11-11T08:41:11-06:00 2015-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2015-01-01 237003537 AMERICAN EDUCATIONAL RESEARCH ASSOCIATION AMER 2022383200 1430 K STREET NW NO 1200 WASHINGTON DC 200052528 FELICE J LEVINE EXECUTIVE DIRECTOR 2022383200 2016-11-11 1 JACKIE ONETO CPA P01330244 3019519090 2015 2017-02-10 21:41:12Z FELICE J LEVINE 1430 K STREET NW NO 1200 WASHINGTON DC 200052528 27903681 0 X WWW.AERA.NET X 1968 DC SEE PART III, LINE 1. 23 23 39 23 0 0 1072365 1004868 7234466 7952170 3216365 1169945 1750297 1766794 13273493 11893777 541527 475812 0 0 3223115 3121780 0 0 0 6863778 8217972 10628420 11815564 2645073 78213 32711462 31801239 7005365 6933056 25706097 24868183 X THE AMERICAN EDUCATIONAL RESEARCH ASSOCIATION (AERA), A NATIONAL RESEARCH SOCIETY, STRIVES TO ADVANCE KNOWLEDGE ABOUT EDUCATION, TO ENCOURAGE SCHOLARLY INQUIRY RELATED TO EDUCATION, AND TO PROMOTE THE USE OF RESEARCH TO IMPROVE EDUCATION AND SERVE THE PUBLIC GOOD. 0 0 2588451 3600271 MEETING SERVICES: THE ORGANIZATION HAS AN ANNUAL MEETING WHERE SCIENTISTS, SCHOLARS, RESEARCHERS, AND STUDENTS PRESENT AND DISCUSS RESEARCH. THE MEETING AIMS TO ADVANCE KNOWLEDGE ABOUT EDUCATION, AND PROVIDE OPPORTUNITIES FOR ATTENDEES TO PRESENT AND LEARN ABOUT THE LATEST RESEARCH. 1396420 113838 EDUCATION RESEARCH AND RESEARCH ADVANCEMENT: AERA PURSUES PROJECTS, INITIATIVES, AND ACTIVITIES TO ADVANCE THE FIELD OF EDUCATION RESEARCH, PROMOTE CUTTING-EDGE LINES OF STUDY, AND DEEPEN KNOWLEDGE ABOUT EDUCATION RESEARCH AS A DISCIPLINE, PROFESSION, AND FIELD. KEY ACTIVITIES INCLUDE CENTENNIAL PROGRAMS, AERA'S RESEARCH CONFERENCES PROGRAM, WHICH AWARDS GRANTS FOR CONFERENCES INTENDED TO BREAK NEW GROUND IN SUBSTANTIVE AREAS OF INQUIRY, STIMULATE NEW LINES OF STUDY ON ISSUES THAT HAVE BEEN LARGELY UNEXPLORED, OR DEVELOP INNOVATIVE RESEARCH METHODS OR TECHNIQUES THAT CAN CONTRIBUTE TO EDUCATION RESEARCH, INTERNATIONAL ACTIVITIES, AND AERA'S EDUCATION RESEARCH SERVICE PROJECTS PROGRAM, WHICH IS DESIGNED TO ENCOURAGE EDUCATION RESEARCHERS TO OFFER THEIR PRO BONO EXPERTISE TO EDUCATIONAL ORGANIZATIONS, INSTITUTIONS, OR OTHER COMMUNITY GROUPS THAT HAVE IDENTIFIED AND EXPRESSED A NEED FOR SUCH ASSISTANCE. 2018160 1873193 PUBLICATIONS: AERA OFFERS A COMPREHENSIVE PROGRAM OF SCHOLARLY PUBLICATIONS TO ADVANCE EDUCATION RESEARCH, TO DISSEMINATE KNOWLEDGE, AND TO IMPROVE THE CAPACITY OF THE PROFESSION TO SERVE THE PUBLIC GOOD. THE PURPOSES OF THE AERA PUBLICATIONS PROGRAM ARE TO FOSTER RESEARCH AND DISSEMINATE RESULTS TO MEMBERS, PROFESSIONALS IN RELATED DISCIPLINES, EDUCATORS, AND SOCIETY. AERA ALSO SERVES AS A PUBLISHER OF BOOKS OF EXCELLENCE AND IMPORTANCE TO THE EDUCATION RESEARCH COMMUNITY, AND TO PRACTITIONERS AND POLICY MAKERS INTERESTED IN EDUCATION RESEARCH. 677694 3675364 MEMBERSHIP AND SIGS 725484 361974 97910 PROFESSIONAL DEVELOPMENT 1322692 16055 GOVERNANCE AND DIVISIONS 1203902 74263 SUPPORTING PROGRAMS 3929772 361974 3863592 9932803 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 93 0 1 39 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X FELICE J LEVINE 2022383200 1430 K STREET NW NO 1200 WASHINGTON DC 200052528 JOYCE KING PRES, PAST PRES (TRANS @ 5/1/15) 1.00 X X 0 0 0 JEANNIE OAKES PRES ELECT, PRES (TRANS @ 5/1/15) 1.00 X X 0 0 0 VIVIAN GADSDEN PRESIDENT ELECT (BEGAN 5/1/15) 1.00 X X 0 0 0 BARBARA SCHNEIDER PAST PRES (UNTIL 4/30/15) 1.00 X X 0 0 0 MARK BERENDS DIRECTOR (BEGAN 5/1/15) 1.00 X 0 0 0 WAYNE CAMARA DIRECTOR (UNTIL 4/30/15) 1.00 X 0 0 0 GENI COWAN DIRECTOR 1.00 X 0 0 0 MICHAEL DANTLEY DIRECTOR (BEGAN 5/1/15) 1.00 X 0 0 0 RUBEN DONATO DIRECTOR 1.00 X 0 0 0 KADRIYE ERCIKAN DIRECTOR (BEGAN 5/1/15) 1.00 X 0 0 0 MEGAN FRANKE DIRECTOR 1.00 X 0 0 0 ELLEN GOLDRING DIRECTOR (UNTIL 02/28/15) 1.00 X 0 0 0 A LIN GOODWIN DIRECTOR 1.00 X 0 0 0 MARY ELIZABETH GRAUE DIRECTOR (UNTIL 4/30/15) 1.00 X 0 0 0 BARBARA GREENE DIRECTOR (BEGAN 5/1/15) 1.00 X 0 0 0 SHAUN HARPER DIRECTOR (BEGAN 5/1/15) 1.00 X 0 0 0 MING FANG HE DIRECTOR 1.00 X 0 0 0 ADRIANNA KEZAR DIRECTOR 1.00 X 0 0 0 JABARI MAHIRI DIRECTOR 1.00 X 0 0 0 MARGARET MCKEOWN DIRECTOR 1.00 X 0 0 0 DANETTE MCKINLEY DIRECTOR (BEGAN 5/1/15) 1.00 X 0 0 0 GABRIEL MERRIN DIRECTOR (BEGAN 5/1/15) 1.00 X 0 0 0 ELIZABETH MOJE DIRECTOR 1.00 X 0 0 0 P KAREN MURPHY DIRECTOR (UNTIL 4/30/15) 1.00 X 0 0 0 KATHY NAKAGAWA DIRECTOR 1.00 X 0 0 0 MARGARET ORR DIRECTOR (UNTIL 4/30/15) 1.00 X 0 0 0 ASHLEY PATTERSON DIRECTOR (UNTIL 4/30/15) 1.00 X 0 0 0 SEAN REARDON DIRECTOR (BEGAN 5/1/15) 1.00 X 0 0 0 ZOLLIE STEVENSON JR DIRECTOR 1.00 X 0 0 0 CYNTHIA TYSON DIRECTOR (UNTIL 4/30/15) 1.00 X 0 0 0 LUANN WILKERSON DIRECTOR (UNTIL 4/30/15) 1.00 X 0 0 0 JOY WILLIAMSON-LOTT DIRECTOR 1.00 X 0 0 0 FELICE J LEVINE EXEC. DIR. & SECRETARY/TREASURER 37.50 X 299543 0 37081 NORMAN TENORIO DIRECTOR OF FINANCE & ADMINISTRATION 37.50 X 135159 0 22389 TONY PALS DIRECTOR OF COMMUNICATIONS/OUTREACH 37.50 X 152420 0 23252 GEORGE WIMBERLY DIRECTOR OF PROFESSIONAL DEVELOPMENT 37.50 X 148365 0 22500 LAURIE CIPRIANO DIRECTOR OF MEETINGS 37.50 X 141351 0 21538 JULIANE BARON DIRECTOR OF GOVERNMENT RELATIONS 37.50 X 139312 0 22432 LORI D HILL VISITING SCIENTIST 37.50 X 131834 0 20575 1147984 0 169767 8 0 1 0 OBLON SPIVAK MCCLELLAND MAIER & NEUST 1940 DUKE STREET ALEXANDRIA VA 22314 LEGAL SERVICES 857822 QUARLES & BRADY LLP 411 EAST WISCONSIN AVE STE 2350 MILWAUKEE WI 53202 LEGAL SERVICES 354134 CAVAROCCHI RUSCIO DENNIS 600 MARYLAND AVE SW 835W WASHINGTON DC 20024 CONSULTING 128008 KATHERINE J ROSICH 3801 CONNECTICUT AVE NW 716 WASHINGTON DC 20008 CONSULTING 114725 4 292504 712364 1004868 MEMBERSHIP DUES 900099 3675364 3675364 ANNUAL MEETING 900099 3600271 3600271 PUBLICATIONS 900099 488307 488307 REGISTRATION FEES 900099 113928 113928 MANAGEMENT FEES 900099 73600 73600 700 700 7952170 694877 694877 1754033 1384886 369147 11910 0 11910 11910 11910 16484972 16009904 475068 475068 475068 MISCELLANEOUS 900099 851 851 851 11893777 9337056 0 1551853 373480 373480 102332 102332 494172 168312 325860 2126381 1619572 506809 177408 138559 38849 155601 114048 41553 168218 116215 52003 1103655 1091291 12364 29164 29164 128008 128008 103310 103310 732421 696559 35862 70242 70242 894696 814031 80665 580540 580540 479556 478066 1490 2721637 2682085 39552 326011 326011 41597 8605 32992 PUBLICATIONS 188230 188230 HONORARIUM 169005 169005 LICENSES AND FEES 118879 46328 72551 ALLOCATION OF M&G 0 506849 -506849 531021 420986 110035 11815564 9932803 1882761 0 1013322 1526866 3673595 654226 407786 119546 227925 257731 12377045 2097694 7225471 10279351 19657139 18487740 506224 475779 32711462 31801239 539021 590499 2496344 2402557 3970000 3940000 7005365 6933056 X 25426738 24333557 279359 534626 25706097 24868183 32711462 31801239 78213 -916127 0 X 0 1 X 1 0 X 1250866 1294205 1504728 1072365 1004868 6127032 7532235 7870596 8418291 8571704 9337056 41729882 8783101 9164801 9923019 9644069 10341924 47856914 11744 15813 20900 23477 30418 102352 1084394 1629705 1429585 1603253 1562477 7309414 1096138 1645518 1450485 1626730 1592895 7411766 40445148 884182 1413257 1224484 1194456 1075934 5792313 884182 1413257 1224484 1194456 1075934 5792313 15245 15245 7172 1272 223403 15522 851 248220 9689700 10579330 11370906 10854047 11418709 53912692 0.75020 0.75880 0.10740 0.10480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 212376 212376 11603188 11815564 740778 185195 0 0 681421 740778 1422199 2133299 203529 212376 415905 170355 185195 355550 533325 1479755 1479755 9796014 1515042 8280972 851324 435164 416160 249952 147488 102464 10279351 X 10977650 -916127 -916127 11893777 0 11893777 11815564 0 11815564 0 11815564 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2015, AERA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 BOARD OF REGENTS OF UNIV OF WISCONSIN-MADISON 21 N PARK STREET SUITE 6401 MADISON WI 53715 396006492 GOVERNMENT 35001 RESEARCH BOARD OF TRUSTEES OF LELAND STANFORD JUNIOR UNIV 3145 PORTER AVE PALO ALTO CA 94304 941156365 501(C)(3) 26334 RESEARCH BOARD OF TRUSTEES MICHIGAN STATE UNIVERSITY 360 ADMINISTRATION BUILDING EAST LANSING MI 48824 386005984 501(C)(3) 22494 RESEARCH DUKE UNIVERSITY BOX 104132 DURHAM NC 27708 560532129 501(C)(3) 10000 RESEARCH FORDHAM UNIVERSITY 441 EAST FORDHAM STREET BRONX NY 10458 131740451 501(C)(3) 10000 RESEARCH NEW YORK UNIVERSITY 25 WEST 4TH STREET NEW YORK NY 10003 135562308 501(C)(3) 5833 RESEARCH JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD N4327B BALTIMORE MD 21211 520595110 501(C)(3) 13000 RESEARCH REGENTS OF THE UNIVERSITY OF CALIFORNIA 5171 CALIFORNIA AVE SUITE 150 IRVINE CA 92697 952226406 501(C)(3) 6666 RESEARCH NORTHWESTERN UNIVERSITY 2120 CAMPUS DRIVE RM 247 EVANSTON IL 60208 362167817 501(C)(3) 9000 RESEARCH PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE 2ND FLOOR CAMBRIDGE MD 02138 042103580 501(C)(3) 46668 RESEARCH BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS 506 S WRIGHT 209 HAB MC-339 URBANA IL 61801 376000511 501(C)(3) 10000 RESEARCH REGENTS OF THE UNIVERSITY OF CALIFORNIA PO BOX 989062 WEST SACRAMENTO CA 95798 946036494 501(C)(3) 5833 RESEARCH UNIVERSITY OF MARYLAND-BALTIMORE COUNTY 1000 HILLTOP CIRCLE BALTIMORE MD 21250 526002033 GOVERNMENT 5833 RESEARCH UNIVERSITY OF MICHIGAN 3003 S STATE STREET 5000 WOLVERINE TOWER ANN ARBOR MI 48109 386006309 501(C)(3) 5833 RESEARCH UNIVERSITY OF TEXAS-AUSTIN 110 INNER CAMPUS DR STOP K5300 AUSTIN TX 78713 746000203 501(C)(3) 7500 RESEARCH SETON HALL UNIVERSITY 400 SOUTH ORANGE AVE SOUTH ORANGE NY 07079 221500645 501(C)(3) 11654 RESEARCH UNIVERSITY OF OKLAHOMA 201 STEPHENSON PARKWAY STE 3100 NORMAN OK 73019 736017987 501(C)(3) 15000 RESEARCH UNIVERSITY OF VIRGINIA PO BOX 400194 CHARLOTTESVILLE VA 22904 546001796 501(C)(3) 16666 RESEARCH VANDERBILT UNIVERSITY PMB 406310 2301 VANDERBILT PLACE NASHVILLE TN 37240 620476822 501(C)(3) 40001 RESEARCH UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO IL 60637 362177139 501(C)(3) 10000 RESEARCH REGENTS OF UNIV OF CALIFORNIA-LOS ANGELES 1100 KINROSS AVE SUITE 211 LOS ANGELES CA 90095 956006143 501(C)(3) 20000 RESEARCH UNIVERSITY OF WASHINGTON 3917 UNIVERSITY WAY NE BOX 351122 SEATTLE WA 98105 916001537 501(C)(3) 13334 RESEARCH 22 0 EDUCATIONAL ADVANCEMENT - DISSERTATION GRANTS 15 102332 PART I, LINE 2: SEPARATE PROJECT ACCOUNTING CODES ARE USED TO TRACK EACH GRANT'S FINANCIAL ACTIVITIES. DEPENDING ON THE GRANT, EITHER THE PROGRAM MANAGER (PM)/PROGRAM DIRECTOR (PD) OR THE PRINCIPAL INVESTIGATOR (PI) MONITOR EXPENDITURES AND REVIEW ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE PROPERLY CHARGED TO THE APPLICABLE PROJECTS. ANY EXPENSE REIMBURSEMENTS PAID TO THE PM/PD REQUIRE THE PI'S APPROVAL. ANY REIMBURSEMENTS PAID TO THE PI REQUIRE ANOTHER NON-PI EXECUTIVE STAFF'S APPROVAL. MONTHLY FINANCIAL STATEMENTS ARE PRODUCED. ANNUAL REPORTS ARE SUBMITTED TO THE GRANTING AGENCY AS REQUIRED. FINANCIAL STATEMENTS ARE PREPARED BY THE DIRECTOR OF FINANCE AND ADMINISTRATION AND REVIEWED BY THE PI OR THE PM/PD. BUDGET AND EXPENDITURE MONITORING: THE PM/PD AND/OR PI REVIEWS ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE CHARGED AND ALLOCATED TO THE PROPER PROJECTS. THE PM/PD AND/OR PI ARE RESPONSIBLE FOR MONITORING EXPENSES CHARGED TO PROJECT ACCOUNTS. THE BUSINESS OFFICE STAFF PROCESSES ALL PAYMENT REQUESTS AND REVIEWS FOR ALLOWABILITY AND OMB UNIFORM GUIDANCE 2 CFR PART 200 COMPLIANCE. THE DIRECTOR OF FINANCE AND ADMINISTRATION UPDATES THE GRANT FINANCIAL REPORTS TO RECORD MONTHLY ACTIVITIES AND COMPARE ON A MONTHLY BASIS ACTUAL EXPENSES WITH BUDGET. IF THE ASSOCIATION ANTICIPATES HIGHER EXPENSES THAT EXCEED APPROVED BUDGET, IT WILL PROVIDE CONTINUED SUPPORT TO COMPLETE THE PROJECT IN THE FORM OF COST-SHARING, UNLESS THE GRANTING AGENCY HAS APPROVED SUPPLEMENTAL FUNDING FOR THE PROJECT. X X 0 0 0 0 0 0 0 0 0 FELICE J LEVINE EXEC. DIR. & SECRETARY/TREASURER 299543 0 0 0 0 0 29510 0 7571 0 336624 0 0 0 NORMAN TENORIO DIRECTOR OF FINANCE & ADMINISTRATION 135159 0 0 0 0 0 15000 0 7389 0 157548 0 0 0 TONY PALS DIRECTOR OF COMMUNICATIONS/OUTREACH 152420 0 0 0 0 0 15800 0 7452 0 175672 0 0 0 GEORGE WIMBERLY DIRECTOR OF PROFESSIONAL DEVELOPMENT 148365 0 0 0 0 0 15090 0 7410 0 170865 0 0 0 LAURIE CIPRIANO DIRECTOR OF MEETINGS 141351 0 0 0 0 0 14200 0 7338 0 162889 0 0 0 JULIANE BARON DIRECTOR OF GOVERNMENT RELATIONS 139312 0 0 0 0 0 15000 0 7432 0 161744 0 0 0 LORI D HILL VISITING SCIENTIST 131834 0 0 0 0 0 13300 0 7275 0 152409 0 0 0 A DISTRICT OF COLUMBIA 536001131 2012-08-16 6900000 REFUND OF 07/26/07 ISSUE 0 0 0 A 2960000 6900000 49306 2007 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 FORM 990, SCHEDULE K, PART IV, LINE 2C: NO REBATE COMPUTATION WAS MADE BECAUSE THERE WERE NO BOND PROCEEDS TO INVEST. SAGE PUBLICATIONS SEE BELOW 1395621 SEE BELOW 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: SAGE PUBLICATIONS(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SAGE AND AERA HAVE A BUSINESS RELATIONSHIP.(D) DESCRIPTION OF TRANSACTION: AERA OUTSOURCES THE PUBLICATION OF ITS JOURNALS TO SAGE. SAGE PAYS AERA PUBLICATION INCOME AND AN EDITORIAL STIPEND. FORM 990, PART IV, QUESTION 28C: IN 2015, AERA HAD BUSINESS TRANSACTIONS WITH AN ENTITY THAT MEETS THE IRS DEFINITION OF AN INTERESTED PERSON (SUBSTANTIAL CONTRIBUTOR) AS SPECIFIED IN THE INSTRUCTIONS FOR SCHEDULE L, PART IV OF FORM 990. QUESTION 28 DOES NOT PROVIDE FOR TRANSACTIONS INVOLVING INTERESTED PERSONS AS DEFINED IN SCHEDULE L. ALTHOUGH QUESTION 28 DOES NOT ACCOUNT FOR "INTERESTED PERSONS" AS DEFINED IN SCHEDULE L, AERA HAS ANSWERED "YES" TO QUESTION 28C TO NOTE THE FILING OF SCHEDULE L. IN ACCORDANCE WITH THE IRS INSTRUCTIONS FOR SCHEDULE L PART IV, AERA IS REPORTING A BUSINESS TRANSACTION WITH AN INTERESTED PARTY. THIS TRANSACTION IS A REQUIRED DISCLOSURE ON SCHEDULE L, PART IV AND, AS SUCH, QUESTION 28C OF PART IV OF THE 990 HAS BEEN MARKED AS "YES." HOWEVER, AERA DID NOT HAVE A BUSINESS TRANSACTION IN 2015 WITH ANY ENTITY OF WHICH A CURRENT OR FORMER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE (OR A FAMILY MEMBER THEREOF) WAS AN OFFICER, DIRECTOR, TRUSTEE, OR DIRECT OR INDIRECT OWNER. FORM 990, PART VI, SECTION A, LINE 6 AERA HAS SIX MEMBER CATEGORIES: REGULAR, AFFILIATE, INTERNATIONAL AFFILIATE, GRADUATE STUDENT, STUDENT AFFILIATE, AND EMERITUS. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY IS ELECTED THROUGH A GENERAL ELECTION PROCESS VOTED ON BY THE VOTING MEMBERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS. THE ASSOCIATION PROVIDED THE FORM 990 TO MEMBERS OF THE COUNCIL PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AERA'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL OFFICERS AND DIRECTORS OF THE ASSOCIATION EACH YEAR. THESE OFFICERS ARE BRIEFED ON THE POLICY BY THE EXECUTIVE DIRECTOR AND PRESIDENT AND ARE REQUIRED TO SIGN A FORM ACKNOWLEDGING RECEIPT AND UNDERSTANDING OF THE POLICY AND AGREEMENT TO COMPLY WITH THE POLICY. EMPLOYEES OF AERA SIGN A CONFLICT OF INTEREST ATTESTATION STATEMENT UPON HIRE. ALL DELIBERATIVE BODIES ARE REMINDED OF THE CONFLICT OF INTEREST POLICY. THOSE WITH CONFLICTS OR THE APPEARANCE OF CONFLICTS RECUSE THEMSELVES FROM DELIBERATIONS AND DECISION MAKING. IN AREAS OF UNCERTAINTY, THE EXECUTIVE DIRECTOR PROVIDES ADVICE AND COUNSEL. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR OF AERA IS DIRECTLY ACCOUNTABLE TO THE ASSOCIATION'S GOVERNING BODY. PERFORMANCE REVIEWS FOR THIS INDIVIDUAL ARE PERFORMED BY A REVIEW COMMITTEE COMPRISED OF THE PAST PRESIDENT, THE PRESIDENT AND THE PRESIDENT-ELECT, WITH THE PAST PRESIDENT SERVING AS CHAIR. SALARY SURVEYS FROM THE GEOGRAPHICAL LOCATION AND OTHER CONTEMPORANEOUS INFORMATION ARE PROVIDED TO THE EXECUTIVE BOARD (EB) FOR THEIR REVIEW. THE EB DETERMINES THE EXECUTIVE DIRECTOR'S MERIT INCREASES AND SALARY LEVELS BASED ON THE INFORMATION AVAILABLE AND RECOMMENDATIONS FROM THE REVIEW COMMITIEE. THE REVIEW AND DECISION OF THE EB IS DOCUMENTED IN A COMMUNICATION PROVIDED TO THE EXECUTIVE DIRECTOR WITH A STATEMENT REGARDING ANY MERIT INCREASE. IN YEARS WHERE THERE IS A MERIT INCREASE, THIS STATEMENT IS FORWARDED TO THE DIRECTOR OF FINANCE AND ADMINISTRATION. THE MOST RECENT SALARY REVIEW FOR THE EXECUTIVE DIRECTOR TOOK PLACE IN JULY 2016. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.