Civic Intelligence

Assoc for Education Finance &Policy

EIN 58-1350874 • 501(c)3 • Gilbert, AZ

Profile

The mission of the association for education finance & policy (aefp) is to promote understanding of means by which resources are generated, distributed and used to enhance human learning. Aefp is a non-profit professional and academic association representing a variety of disciplines, perspectives and points of view.

Refreshing map…

2487 S Gilbert Rd Ste 106 282Gilbert, AZ 85295

www.aefpweb.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.03x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$112,001

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

20th percentile

-11%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$946,610

Down $117,050 (-11%) from 2023

Liabilities

Up

$16,171

Up $1,203 (+8.0%) from 2023

Net Assets

Down

$930,439

Down $118,253 (-11%) from 2023

Operations
Liabilities / Revenue57th percentileNet Margin14th percentile

Revenue

Down

$514,646

Down $143,808 (-22%) from 2023

Expenses

Up

$632,899

Up $112,858 (+22%) from 2023

Net Income

Down

-$118,253

Down $256,666 (-185%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $54,506Liabilities 2011: $0Net Assets 2011: $54,5062011Assets 2012: $73,474Liabilities 2012: $17,980Net Assets 2012: $55,4942012Assets 2013: $90,540Liabilities 2013: $36,389Net Assets 2013: $54,1512013Assets 2014: $147,902Liabilities 2014: $80,328Net Assets 2014: $67,5742014Assets 2015: $142,448Liabilities 2015: $41,024Net Assets 2015: $101,4242015Assets 2016: $345,408Liabilities 2016: $130,810Net Assets 2016: $214,5982016Assets 2017: $393,470Liabilities 2017: $122,750Net Assets 2017: $270,7202017Assets 2018: $457,868Liabilities 2018: $69,672Net Assets 2018: $388,1962018Assets 2019: $498,031Liabilities 2019: $73,263Net Assets 2019: $424,7682019Assets 2020: $625,696Liabilities 2020: $30,471Net Assets 2020: $595,2252020Assets 2021: $815,045Liabilities 2021: $3,714Net Assets 2021: $811,3312021Assets 2022: $916,077Liabilities 2022: $5,798Net Assets 2022: $910,2792022Assets 2023: $1,063,660Liabilities 2023: $14,968Net Assets 2023: $1,048,6922023Assets 2024: $946,610Liabilities 2024: $16,171Net Assets 2024: $930,4392024

Highlighted filing

2024

Assets$946,610
Liabilities$16,171
Net Assets$930,439
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $230,075Expenses 2011: $275,267Net Income 2011: -$45,1922011Expenses 2012: $216,5282012Revenue 2013: $248,811Expenses 2013: $250,154Net Income 2013: -$1,3432013Revenue 2014: $259,812Expenses 2014: $246,389Net Income 2014: $13,4232014Revenue 2015: $352,138Expenses 2015: $318,288Net Income 2015: $33,8502015Revenue 2016: $365,072Expenses 2016: $262,940Net Income 2016: $102,1322016Revenue 2017: $404,412Expenses 2017: $348,290Net Income 2017: $56,1222017Revenue 2018: $414,236Expenses 2018: $296,760Net Income 2018: $117,4762018Revenue 2019: $406,769Expenses 2019: $370,197Net Income 2019: $36,5722019Revenue 2020: $403,031Expenses 2020: $223,474Net Income 2020: $179,5572020Revenue 2021: $403,694Expenses 2021: $187,588Net Income 2021: $216,1062021Revenue 2022: $568,141Expenses 2022: $469,193Net Income 2022: $98,9482022Revenue 2023: $658,454Expenses 2023: $520,041Net Income 2023: $138,4132023Revenue 2024: $514,646Expenses 2024: $632,899Net Income 2024: -$118,2532024

Highlighted filing

2024

Revenue$514,646
Expenses$632,899
Net Income-$118,253
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$946,610
Liabilities
$16,171
Net assets
$930,439
Revenue
$514,646
Expenses
$632,899
Net income
-$118,253
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.02$0.93$0.51$0.63$0.12
2023Summary only. Only limited summary data is available for this year.$1.06$0.01$1.05$0.66$0.52$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.01$0.91$0.57$0.47$0.10
2021Summary only. Only limited summary data is available for this year.$0.82$0.00$0.81$0.40$0.19$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.03$0.60$0.40$0.22$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.07$0.42$0.41$0.37$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.07$0.39$0.41$0.30$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.12$0.27$0.40$0.35$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.13$0.21$0.37$0.26$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.04$0.10$0.35$0.32$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.08$0.07$0.26$0.25$0.01
2013Summary only. Only limited summary data is available for this year.$0.09$0.04$0.05$0.25$0.25$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.02$0.06$0.22
2011Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.23$0.28$0.05
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$569,622
Mission and Program Overview

Mission

The mission of the association for education finance & policy (aefp) is to promote understanding of means by which resources are generated, distributed and used to enhance human learning. Aefp is a non-profit professional and academic association representing a variety of disciplines, perspectives and points of view.

AEFP's significant activities comprise holding an annual conference during the spring and publishing a quarterly journal, Education Finance and Policy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$561,019$661,878▲ $100,859
Savings and Temporary Cash Investments$254,026$254,199▲ $173
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$815,045$916,077▲ $101,032
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,714$5,798▲ $2,084
Total Liabilities$3,714$5,798▲ $2,084
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$811,331$910,279▲ $98,948
Total Net Assets Fund Balance$811,331$910,279▲ $98,948
Total Liabilities and Net Assets / Fund Balance$815,045$916,077▲ $101,032
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lydia RossExecutive DirectorPT$16,670$16,670

Board Members and Trustees

NameTitle
Katharine StrunkPast President
Jason GrissomPresident
Collin ChellmanPresident Elect
Andrew MceachinBoard Member
Anjali AdukaBoard Member
Ayesha HashimBoard Member
Brian JacobBoard Member
Christina WeilandBoard Member
Constance LindsayBoard Member
Dominique BakerBoard Member
Jon ValantBoard Member
Joshua GoodmanBoard Member
Katherine KurjakovicBoard Member
Krystafer ReddenBoard Member
Kyle ArnoneBoard Member
Li FengBoard Member
Lisa BarrowBoard Member
Rachel BakerBoard Member
Shanna RickettsBoard Member
Tina CollinsBoard Member
Tommaso AgasistiBoard Member
Richard BowmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$293,396
Program Service Revenue
$274,572
Investment Income
$173
Other Revenue
$0
All Other Contributions
$189,917
Change in Net Assets
$98,948
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$436,947
Salaries, Compensation, and Employee Benefits$16,670
Grants and Similar Amounts Paid$15,576
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$142,403$622-$143,025
Information Technology$51,862$23,476-$75,338
Fees for Services Management-$48,542-$48,542
Conferences and Meetings$42,693$2,833-$45,526
Fees for Services Other$19,916$6,393-$26,309
Current Officers, Directors, Trustees, and Key Employees-$16,670-$16,670
Grants to Domestic Individuals$15,576--$15,576
Fees for Services Accounting-$12,747-$12,747
Fees for Services Legal-$4,405-$4,405
Office Expenses-$4,064-$4,064
Insurance$1,448$2,092-$3,540
Advertising-$2,581-$2,581
Other Expenses$58,449$1,457-$1,457
All Other Expenses-$481-$481
Total Functional Expenses$332,347$136,846$0$469,193
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,481
Fundraising Gross Income$1,481
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of the Form 990 is distributed to all members of the Board and is approved by the Board's Finance and Executive Committees before being submitted.”

Form 990, Part VI, Section B, Line 12C

“The Board approved a conflict of interest policy in 2013. Each Board Member is required to sign a copy of the policy on an annual basis, and the signed copies are retained by the Executive Director s part of AEFP's permanent files. A Board Member is to notify the President and Executive Director if the member believes that a conflict of interest may occur.”

Form 990, Part VI, Section C, Line 19

“A list of current Board Members and their terms of office is available on the Association's website. Also available are the Association's current bylaws and code of conduct.”

Filing and Contact Details

Filer

Filer Name
Assoc for Education Finance & Policy
EIN
58-1350874
Phone
3036818695
Address
2487 S GILBERT RD STE 106 282, GILBERT, AZ 85295

Signing Officer

Name
Richard Bowman
Title
Treasurer
Signed
2023-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Bowman
Formed
1975
Legal Domicile
Fl
Voting Board Members
23
Independent Board Members
23
Employees
1

Preparer

Firm
Metz & Associates PLLC
Address
950 W Indian School Rd, Phoenix, AZ 85013
Preparer
Douglas Alford EA
Phone
6029446353
Raw XML AppendixShowing 400 of 591 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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