Civic Intelligence

Advanced Education Research & Development Fund

990 • Fiscal year 2022 • EIN 85-3624930

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 17, 2023

Organization ProfileWWW.AERDF.ORG
66 Franklin St 300Oakland, CA 94607

(510) 488-5746

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.04x

Higher debt load relative to assets than 20% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

12th percentile

0.05x

Higher debt load relative to revenue than 12% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

76th percentile

$583,316

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

93rd percentile

52%

Faster asset growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

30%

Faster revenue growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$57,411,486

Up $19,592,756 (+52%) from 2021

Net Assets

Up

$55,211,818

Up $19,131,091 (+53%) from 2021

Liabilities

Up

$2,199,668

Up $461,665 (+27%) from 2021

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin88th percentile

Revenue

Up

$42,576,164

Up $9,733,601 (+30%) from 2021

Expenses

Up

$22,843,519

Up $7,676,948 (+51%) from 2021

Net Income

Up

$19,732,645

Up $2,056,653 (+12%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2021: $37,818,730Liabilities 2021: $1,738,003Net Assets 2021: $36,080,7272021Assets 2022: $57,411,486Liabilities 2022: $2,199,668Net Assets 2022: $55,211,8182022Assets 2023: $55,861,921Liabilities 2023: $2,474,505Net Assets 2023: $53,387,4162023Assets 2024: $51,592,457Liabilities 2024: $5,629,770Net Assets 2024: $45,962,6872024

Highlighted filing

2022

Assets$57,411,486
Liabilities$2,199,668
Net Assets$55,211,818
Open 2022 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2021: $32,842,563Expenses 2021: $15,166,571Net Income 2021: $17,675,9922021Revenue 2022: $42,576,164Expenses 2022: $22,843,519Net Income 2022: $19,732,6452022Revenue 2023: $28,731,484Expenses 2023: $30,804,615Net Income 2023: -$2,073,1312023Revenue 2024: $29,286,831Expenses 2024: $37,419,289Net Income 2024: -$8,132,4582024

Highlighted filing

2022

Revenue$42,576,164
Expenses$22,843,519
Net Income$19,732,645
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 17, 2023
Return Version
2022v5.0
Gross Receipts
$42,576,164
Mission and Program Overview

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 students of all races experiencing poverty.

Conduct research and development that will yield dramatic improvements in public education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,286,809$52,034,559▲ $49,747,750
Investments in Publicly Traded Securities$34,974,247$4,336,143▼ $30,638,104
Cash and Non-Interest-Bearing Accounts$531,734$750,000▲ $218,266
Accounts Receivable$25,940$290,784▲ $264,844
Total Assets$37,818,730$57,411,486▲ $19,592,756
Liabilities
Accounts Payable and Accrued Expenses$1,356,073$1,893,925▲ $537,852
Other Liabilities$381,930$305,743▼ $76,187
Total Liabilities$1,738,003$2,199,668▲ $461,665
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,967,321$41,167,199▲ $18,199,878
Net Assets With Donor Restrictions$13,113,406$14,044,619▲ $931,213
Total Net Assets Fund Balance$36,080,727$55,211,818▲ $19,131,091
Total Liabilities and Net Assets / Fund Balance$37,818,730$57,411,486▲ $19,592,756

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$52,034,559--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacey ChildressCEO/board PresidentPT$399,999$27,186$427,185
Melina UncapherChief of Research & DeveloFT$295,600$26,426$322,026
Rebecca Kockler EasterlingProgram DirectorFT$259,300$32,157$291,457
Temple S LovelaceProgram DirectorFT$259,300$30,112$289,412
Marvin SmithChief Public Affairs OfficFT$259,300$27,970$287,270
Aubrey FranciscoProgram DirectorFT$250,000$28,209$278,209
Christopher Liang-vergaraChief Learning OfficerFT$259,300$14,379$273,679
Brandy NelsonAcademic DirectorFT$215,000$18,411$233,411
Enid Marie Rosario-ramosSr Manager, Program EngagementFT$193,424$29,012$222,436
Beki Bahar-englerCOO/treasurer (as of 09/22)FT$144,346$21,388$165,734
Daryl PeaglerCIO/board Treasurer (thru 07/22)FT$139,151$13,380$152,531

Board Members and Trustees

NameTitle
Jim SheltonBoard Member
Lisette NievesBoard Member
Nailah NasirBoard Member (as of 01/22)
Ana PonceBoard Member (as of 07/22)
Cassandra HerringBoard Member (as of 07/22)
Jeff LivingstonBoard Member (as of 07/22)
Parag a PathakBoard Member (as of 07/22)
Caleb OffleyBoard Member (thru 06/22)
Sara AllenBoard Member (thru 06/22)
Bror SaxbergSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Newschools Venture FundShared Services1616 FRANKLIN ST, Oakland, CA 94612$1,165,440
Modern MantraResearch Partnership1309 COFFEEN AVENUE, Sheridan, WY 82801$928,628
Saga Innovations INC Dba Woot MathResearch Partnership10 LAUDHOLM RD, Newton, MA 02458$843,615
The 21st Century Partnership For Stem EdResearch Partnership375 EAST ELM STREET SUITE 215, Conshohocken, PA 19428$843,499
Mind Research InstituteResearch Partnership5281 CALIFORNIA AVENUE, Irvine, CA 92617$741,630
Revenue and Support

Revenue Composition

Contributions and Grants
$41,610,000
Program Service Revenue
$0
Investment Income
$966,164
Other Revenue
$0
All Other Contributions
$41,610,000
Change in Net Assets
$19,732,645

Audited Revenue Reconciliation

Revenue per Audited Statements
$42,576,164
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-601,554
Total Revenue per Audited Statements
$41,974,610
Total Revenue per Form 990
$42,576,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,407,791
Salaries, Compensation, and Employee Benefits$7,219,668
Grants and Similar Amounts Paid$216,060
Total Fundraising Expense$91,036
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$12,454,435$1,516,266-$13,970,701
Other Salaries and Wages$3,902,759$388,756$24,069$4,315,584
Current Officers, Directors, Trustees, and Key Employees$1,460,624$108,201$59,601$1,628,426
Other Employee Benefits$601,697$9,356$3,502$614,555
Information Technology$190,296$275,372$180$465,848
Payroll Taxes$372,879$30,332$2,092$405,303
Conferences and Meetings$266,182$11,884-$278,066
Pension Plan Contributions$250,146$4,182$1,472$255,800
Other Expenses$122,639$96,676-$219,315
Grants to Domestic Orgs$216,060--$216,060
Travel$127,553$76,872-$204,425
Office Expenses$45,991$60,349$120$106,460
Fees for Services Legal-$85,227-$85,227
Advertising$9,500$26,263-$35,763
Insurance-$31,360-$31,360
Fees for Services Accounting-$8,321-$8,321
Occupancy$828$710-$1,538
Interest$243$524-$767
Total Functional Expenses$20,021,832$2,730,651$91,036$22,843,519

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$22,843,519
Total Expenses per Audited Statements$22,843,519
Total Expenses per Form 990$22,843,519
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vista Unified School DistrictVista, CAVista Unified SchoolResearch Support$58,474
Newark Board of EducationNewark, NJNewark Public SchoolResearch Support$51,960
Middletown City School DistrictMiddletown, OHMiddletown City SchoResearch Support$44,274
Meridian Public School DistrictMiddletown, OHMeridian Public SchoResearch Support$37,756
East Jasper Consolidated School DistrictHeidelberg, MSEast Jasper ConsolidResearch Support$13,947
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Inter Entity Payable$305,743
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Advanced Education Research &
EIN
85-3624930
Phone
5104885746
Address
66 FRANKLIN ST 300, OAKLAND, CA 94607

Signing Officer

Name
Beki Bahar-englar
Title
Chief Operating Officer
Phone
5104885746
Signed
2023-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beki Bahar-englar
Formed
2020
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
51
Volunteers
10

Preparer

Firm
Armanino Llp
Address
2700 CAMINO RAMON STE 350, SAN RAMON, CA 94583-5004
Preparer
Katy Brown
Phone
9257902600
Supplemental Narrative

Additional Explanations

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.”

Financial Statement Notes

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.”

Raw XML AppendixShowing 400 of 839 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01356073
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01893925
IRS990/AccountsReceivableGrp/BOYAmt025940
IRS990/AccountsReceivableGrp/EOYAmt0290784
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CONDUCT RESEARCH AND DEVELOPMENT THAT WILL YIELD DRAMATIC IMPROVEMENTS IN PUBLIC EDUCATION.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ManagementAndGeneralAmt026263
IRS990/AdvertisingGrp/ProgramServicesAmt09500
IRS990/AdvertisingGrp/TotalAmt035763
IRS990/AllOtherContributionsAmt041610000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BEKI BAHAR-ENGLAR
IRS990/BooksInCareOfDetail/PhoneNum05104885746
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt066 FRANKLIN ST 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094607
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0531734
IRS990/CashNonInterestBearingGrp/EOYAmt0750000
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt030
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt059601
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0108201
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt01460624
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01628426
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt011884
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0266182
IRS990/ConferencesMeetingsGrp/TotalAmt0278066
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt01165440
IRS990/ContractorCompensationGrp/CompensationAmt1928628
IRS990/ContractorCompensationGrp/CompensationAmt2843615
IRS990/ContractorCompensationGrp/CompensationAmt3843499
IRS990/ContractorCompensationGrp/CompensationAmt4741630
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01616 FRANKLIN ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11309 COFFEEN AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt210 LAUDHOLM RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3375 EAST ELM STREET SUITE 215
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt45281 CALIFORNIA AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0OAKLAND
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SHERIDAN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2NEWTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3CONSHOHOCKEN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4IRVINE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094612
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd182801
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd202458
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd319428
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd492617
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0NEWSCHOOLS VENTURE FUND
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1MODERN MANTRA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2SAGA INNOVATIONS INC DBA WOOT MATH
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3THE 21ST CENTURY PARTNERSHIP FOR STEM ED
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4MIND RESEARCH INSTITUTE
IRS990/ContractorCompensationGrp/ServicesDesc0SHARED SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1RESEARCH PARTNERSHIP
IRS990/ContractorCompensationGrp/ServicesDesc2RESEARCH PARTNERSHIP
IRS990/ContractorCompensationGrp/ServicesDesc3RESEARCH PARTNERSHIP
IRS990/ContractorCompensationGrp/ServicesDesc4RESEARCH PARTNERSHIP
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt041610000
IRS990/CYGrantsAndSimilarPaidAmt0216060
IRS990/CYInvestmentIncomeAmt0966164
IRS990/CYOtherExpensesAmt015407791
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt019732645
IRS990/CYSalariesCompEmpBnftPaidAmt07219668
IRS990/CYTotalExpensesAmt022843519
IRS990/CYTotalFundraisingExpenseAmt091036
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt042576164
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0INCLUSIVE 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt013113406
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt014044619
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt051
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt020021832
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08321
IRS990/FeesForServicesAccountingGrp/TotalAmt08321
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt085227
IRS990/FeesForServicesLegalGrp/TotalAmt085227
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01516266
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt012454435
IRS990/FeesForServicesOtherGrp/TotalAmt013970701
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt032.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt033311
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt113380
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1221388
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1326426
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1427970
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1514379
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1632157
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1730112
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1828209
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1918411
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2029012
IRS990/Form990PartVIISectionAGrp/PersonNm0STACEY CHILDRESS
IRS990/Form990PartVIISectionAGrp/PersonNm1DARYL PEAGLER
IRS990/Form990PartVIISectionAGrp/PersonNm2BROR SAXBERG
IRS990/Form990PartVIISectionAGrp/PersonNm3LISETTE NIEVES
IRS990/Form990PartVIISectionAGrp/PersonNm4JIM SHELTON
IRS990/Form990PartVIISectionAGrp/PersonNm5CASSANDRA HERRING
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFF LIVINGSTON
IRS990/Form990PartVIISectionAGrp/PersonNm7NAILAH NASIR
IRS990/Form990PartVIISectionAGrp/PersonNm8ANA PONCE
IRS990/Form990PartVIISectionAGrp/PersonNm9PARAG A PATHAK
IRS990/Form990PartVIISectionAGrp/PersonNm10SARA ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm11CALEB OFFLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12BEKI BAHAR-ENGLER
IRS990/Form990PartVIISectionAGrp/PersonNm13MELINA UNCAPHER
IRS990/Form990PartVIISectionAGrp/PersonNm14MARVIN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTOPHER LIANG-VERGARA
IRS990/Form990PartVIISectionAGrp/PersonNm16REBECCA KOCKLER EASTERLING
IRS990/Form990PartVIISectionAGrp/PersonNm17TEMPLE S LOVELACE
IRS990/Form990PartVIISectionAGrp/PersonNm18AUBREY FRANCISCO
IRS990/Form990PartVIISectionAGrp/PersonNm19BRANDY NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm20ENID MARIE ROSARIO-RAMOS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0399999
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1139151
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12144346
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13295600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14259300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15259300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16259300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17259300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18250000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19215000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20193424
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0150006
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO/BOARD PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CIO/BOARD TREASURER (THRU 07/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER (AS OF 07/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER (AS OF 07/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER (AS OF 01/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER (AS OF 07/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER (AS OF 07/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER (THRU 06/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER (THRU 06/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt12COO/TREASURER (AS OF 09/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF OF RESEARCH & DEVELO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF PUBLIC AFFAIRS OFFIC
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF LEARNING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19ACADEMIC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20SR MANAGER, PROGRAM ENGAGEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0216060
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0216060
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0216060
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt042576164
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt024
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0180
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0275372
IRS990/InformationTechnologyGrp/ProgramServicesAmt0190296
IRS990/InformationTechnologyGrp/TotalAmt0465848
IRS990/InsuranceGrp/ManagementAndGeneralAmt031360
IRS990/InsuranceGrp/TotalAmt031360
IRS990/InterestGrp/ManagementAndGeneralAmt0524
IRS990/InterestGrp/ProgramServicesAmt0243
IRS990/InterestGrp/TotalAmt0767
IRS990/InvestmentIncomeGrp/ExclusionAmt0966164
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0966164
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02286809
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt052034559
IRS990/InvestmentsPubTradedSecGrp/BOYAmt034974247
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04336143
IRS990/IRPDocumentCnt0150
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AERDF 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt036080727
IRS990/NetAssetsOrFundBalancesEOYAmt055211818
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-601554
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt022967321
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt041167199
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0710
IRS990/OccupancyGrp/ProgramServicesAmt0828
IRS990/OccupancyGrp/TotalAmt01538
IRS990/OfficeExpensesGrp/FundraisingAmt0120
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt060349
IRS990/OfficeExpensesGrp/ProgramServicesAmt045991
IRS990/OfficeExpensesGrp/TotalAmt0106460
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03502
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09356
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0601697
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0614555
IRS990/OtherExpensesGrp/Desc0EVENTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt096676
IRS990/OtherExpensesGrp/ProgramServicesAmt0122639
IRS990/OtherExpensesGrp/TotalAmt0219315
IRS990/OtherLiabilitiesGrp/BOYAmt0381930
IRS990/OtherLiabilitiesGrp/EOYAmt0305743
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt024069
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0388756
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03902759
IRS990/OtherSalariesAndWagesGrp/TotalAmt04315584
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02092
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030332
IRS990/PayrollTaxesGrp/ProgramServicesAmt0372879
IRS990/PayrollTaxesGrp/TotalAmt0405303
IRS990/PensionPlanContributionsGrp/FundraisingAmt01472
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04182
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0250146
IRS990/PensionPlanContributionsGrp/TotalAmt0255800
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BEKI BAHAR-ENGLAR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt032770000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0309416
IRS990/PYInvestmentIncomeAmt072563
IRS990/PYOtherExpensesAmt011098721
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt017675992
IRS990/PYSalariesCompEmpBnftPaidAmt03758434
IRS990/PYTotalExpensesAmt015166571
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt032842563
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt019732645
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041610000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt032770000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt074380000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,411,486
Liabilities
$2,199,668
Net assets
$55,211,818
Revenue
$42,576,164
Expenses
$22,843,519
Net income
$19,732,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.6$5.63$46.0$29.3$37.4$8.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.9$2.47$53.4$28.7$30.8$2.07
2022Detailed filing. Detailed filing data is available for this year.$57.4$2.20$55.2$42.6$22.8$19.7
2021Detailed filing. Detailed filing data is available for this year.$37.8$1.74$36.1$32.8$15.2$17.7