Civic Intelligence

Advanced Education Research & Development Fund

990 • Fiscal year 2023 • EIN 85-3624930

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

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

21st percentile

0.04x

Higher debt load relative to assets than 21% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

16th percentile

0.09x

Higher debt load relative to revenue than 16% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

22nd percentile

-7.2%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$343,815

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

17th percentile

-2.7%

Faster asset growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$55,861,921

Down $1,549,565 (-2.7%) from 2022

Net Assets

Down

$53,387,416

Down $1,824,402 (-3.3%) from 2022

Liabilities

Up

$2,474,505

Up $274,837 (+12%) from 2022

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin22nd percentile

Revenue

Down

$28,731,484

Down $13,844,680 (-33%) from 2022

Expenses

Up

$30,804,615

Up $7,961,096 (+35%) from 2022

Net Income

Down

-$2,073,131

Down $21,805,776 (-111%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2023

Assets$55,861,921
Liabilities$2,474,505
Net Assets$53,387,416
Open 2023 Filing

Operations Trend

Revenue Growth11th 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

2023

Revenue$28,731,484
Expenses$30,804,615
Net Income-$2,073,131
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$28,731,484
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$52,034,559$39,937,982▼ $12,096,577
Investments in Publicly Traded Securities$4,336,143$14,359,287▲ $10,023,144
Savings and Temporary Cash Investments$0$726,953▲ $726,953
Accounts Receivable$290,784$407,031▲ $116,247
Cash and Non-Interest-Bearing Accounts$750,000$250,000▼ $500,000
Prepaid Expenses and Deferred Charges-$180,668-
Total Assets$57,411,486$55,861,921▼ $1,549,565
Liabilities
Accounts Payable and Accrued Expenses$1,893,925$2,372,005▲ $478,080
Other Liabilities$305,743$0▼ $305,743
Grants Payable-$102,500-
Total Liabilities$2,199,668$2,474,505▲ $274,837
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$41,167,199$39,247,813▼ $1,919,386
Net Assets With Donor Restrictions$14,044,619$14,139,603▲ $94,984
Total Net Assets Fund Balance$55,211,818$53,387,416▼ $1,824,402
Total Liabilities and Net Assets / Fund Balance$57,411,486$55,861,921▼ $1,549,565

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$39,937,982--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Auditi ChakravartyChief Executive OfficerFT$315,000$28,815$343,815
Melina UncapherChief of Research & Development (thru 12/23)FT$316,034$25,986$342,020
Melina UncapherChief of Research & Development (thr-$316,034$25,986$342,020
Elda Beki Bahar-englerCOO/secretary/treasurerFT$278,775$41,746$320,521
Marvin SmithChief Public Affairs/dev. OfficerFT$267,727$35,314$303,041
Temple S LovelaceExecutive DirectorFT$267,727$29,658$297,385
Rebecca Kockler EasterlingExecutive DirectorFT$242,801$42,760$285,561
Aubrey FranciscoExecutive DirectorFT$256,208$28,404$284,612
Christopher Liang-vergaraChief Learning OfficerFT$267,727$15,266$282,993
Brandy NelsonAcademic DirectorFT$220,375$17,528$237,903
Lauren Lan Ko UyeshiroDirector of ProductFT$215,000$10,750$225,750
Bror SaxbergInterim CEO(01/23 to 03/23)/board MemberFT$72,417$4,173$76,590
Stacey ChildressCEO/board President (thru 1/23)FT$69,790$4,983$74,773

Board Members and Trustees

NameTitle
Jim SheltonBoard Member/co-chair
Nailah NasirBoard Member/co-chair
Ana PonceBoard Member
Cassandra HerringBoard Member
Jeff LivingstonBoard Member
Parag a PathakBoard Member
Lisette NievesBoard Member (thru 6/23)

Highest Paid Contractors

ContractorServicesLocationCompensation
Atomic Software INCResearch Partnership20 JAY STREET SUITE 203, Brooklyn, NY 11201$2,485,510
University Of California - IrvineResearch Partnership228 ALDRICH HALL, Irvine, CA 92967$825,339
Data Machines CorpResearch Partnership20405 EXCHANGE ST UNIT 271, Ashburn, VA 20147$818,995
Modern Mantra LLCResearch Partnership1309 COFFEEN AVENUE, Sheridan, WY 82801$717,876
Mind Research InstituteResearch Partnership5281 CALIFORNIA AVENUE, Irvine, CA 92617$675,377
Revenue and Support

Revenue Composition

Contributions and Grants
$26,545,000
Program Service Revenue
$0
Investment Income
$2,185,795
Other Revenue
$689
All Other Contributions
$26,545,000
Change in Net Assets
$-2,073,131

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,731,484
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$248,729
Total Revenue per Audited Statements
$28,980,213
Total Revenue per Form 990
$28,731,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,515,266
Salaries, Compensation, and Employee Benefits$11,189,227
Total Fundraising Expense$438,273
Grants and Similar Amounts Paid$100,122
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$17,351,922$353,362-$17,705,284
Other Salaries and Wages$6,462,364$942,805$14,971$7,420,140
Current Officers, Directors, Trustees, and Key Employees$745,387$610,911$387,453$1,743,751
Other Employee Benefits$683,667$218,086$13,593$915,346
Payroll Taxes$530,971$110,537$21,208$662,716
Travel$443,166$52,889-$496,055
Information Technology$404,701$50,102-$454,803
Pension Plan Contributions$389,814$56,412$1,048$447,274
Office Expenses$292,857$30,826-$323,683
Advertising$250,389$115-$250,504
Grants to Domestic Orgs$100,122--$100,122
Other Expenses$85,893$0-$85,893
Conferences and Meetings$73,099$12,297-$85,396
Fees for Services Accounting-$48,791-$48,791
Fees for Services Legal$41,375$1,001-$42,376
Insurance-$20,804-$20,804
Occupancy$965$712-$1,677
Total Functional Expenses$27,856,692$2,509,650$438,273$30,804,615

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$30,804,615
Total Expenses per Audited Statements$30,804,615
Total Expenses per Form 990$30,804,615
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Middletown City School DistrictMiddletown, OHMiddletown City SchoResearch Support$32,822
Milpitas United School DistrictMilpitas, CAMilpitas United SchoResearch Support$31,000
Newark Board of EducationNewark, NJNewark Board of EducResearch Support$25,000
The Hardy Center IncColumbus, OH501(c)(3)Research Support$8,500
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jeff LivingstonBoard Member of OrganizationConsulting Contract With Edsolutions Inc.No$127,100
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
Yes
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
No
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 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.”

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-engler
Title
Chief Operating Officer
Phone
5104885746
Signed
2024-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beki Bahar-engler
Formed
2020
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
69
Volunteers
7

Preparer

Firm
Armanino Advisory LLC
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 3,387,084. Management and general expenses 353,362. Fundraising expenses 0. Total expenses 3,740,446. Research services: program service expenses 13,964,838. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,964,838.”

Financial Statement Notes

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 2018.”

Raw XML AppendixShowing 400 of 750 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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IRS990/ActivityOrMissionDesc0CONDUCT RESEARCH AND DEVELOPMENT THAT WILL YIELD DRAMATIC IMPROVEMENTS IN PUBLIC EDUCATION.
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IRS990/Desc0INCLUSIVE RESEARCH AND DEVELOPMENT: AERDF INCLUSIVE ADVANCED R&D PROGRAMS ARE AMBITIOUS THREE TO FIVE YEAR INITIATIVES TO ADDRESS MAJOR TEACHING AND LEARNING CHALLENGES AND OPPORTUNITIES THE PUBLIC AND PRIVATE SECTOR HAVE HISTORICALLY IGNORED FOR BLACK AND LATINO LEARNERS AND LEARNERS EXPERIENCING POVERTY IN THE UNITED STATES. OUR PROGRAMS BUILD ON EXISTING COMMUNITY-DRIVEN EVIDENCE AND EXPERTISE AND RIGOROUS LEARNING SCIENCE TO TRANSLATE FUNDAMENTAL INSIGHTS INTO SCIENTIFIC INSIGHTS, VALUABLE PRACTICES, EQUITABLE APPROACHES, AND TRANSFORMATIVE TOOLS FOR EDUCATION PRACTITIONERS AND STUDENTS. CURE R&D PROGRAMS INCLUDE EXECUTIVE FUNCTION AND MATH, ASSESSMENT FOR GOOD AND READING REIMAGINED. OUR PROGRAMS BUILD ON EXISTING COMMUNITY-DRIVEN EVIDENCE AND EXPERTISE AND RIGOROUS LEARNING SCIENCE TO TRANSLATE FUNDAMENTAL INSIGHTS INTO SCIENTIFIC INSIGHTS, VALUABLE PRACTICES, EQUITABLE APPROACHES, AND TRANSFORMATIVE TOOLS FOR EDUCATION PRACTITIONERS AND STUDENTS.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt84983
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt941746
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1717528
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1810750
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IRS990/Form990PartVIISectionAGrp/PersonNm4LISETTE NIEVES
IRS990/Form990PartVIISectionAGrp/PersonNm5PARAG A PATHAK
IRS990/Form990PartVIISectionAGrp/PersonNm6ANA PONCE
IRS990/Form990PartVIISectionAGrp/PersonNm7JIM SHELTON
IRS990/Form990PartVIISectionAGrp/PersonNm8STACEY CHILDRESS
IRS990/Form990PartVIISectionAGrp/PersonNm9ELDA BEKI BAHAR-ENGLER
IRS990/Form990PartVIISectionAGrp/PersonNm10AUDITI CHAKRAVARTY
IRS990/Form990PartVIISectionAGrp/PersonNm11MELINA UNCAPHER
IRS990/Form990PartVIISectionAGrp/PersonNm12MARVIN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRISTOPHER LIANG-VERGARA
IRS990/Form990PartVIISectionAGrp/PersonNm14REBECCA KOCKLER EASTERLING
IRS990/Form990PartVIISectionAGrp/PersonNm15AUBREY FRANCISCO
IRS990/Form990PartVIISectionAGrp/PersonNm16TEMPLE S LOVELACE
IRS990/Form990PartVIISectionAGrp/PersonNm17BRANDY NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm18LAUREN LAN KO UYESHIRO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt072417
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt869790
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9278775
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10315000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11316034
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12267727
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13267727
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14253821
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15256208
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16267727
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17220375
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18215000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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
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IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER/CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER (THRU 6/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER/CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CEO/BOARD PRESIDENT (THRU 1/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt9COO/SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF OF RESEARCH & DEVELOPMENT (THRU 12/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF PUBLIC AFFAIRS/DEV. OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF LEARNING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17ACADEMIC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF PRODUCT
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IRS990/FormationYr02020
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0100122
IRS990/GrantsPayableGrp/EOYAmt0102500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0100122
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0100122
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt028731484
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt045
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt050102
IRS990/InformationTechnologyGrp/ProgramServicesAmt0404701
IRS990/InformationTechnologyGrp/TotalAmt0454803
IRS990/InsuranceGrp/ManagementAndGeneralAmt020804
IRS990/InsuranceGrp/TotalAmt020804
IRS990/InvestmentIncomeGrp/ExclusionAmt02185795
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02185795
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt052034559
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt039937982
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04336143
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014359287
IRS990/IRPDocumentCnt0206
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/NetAssetsOrFundBalancesBOYAmt055211818
IRS990/NetAssetsOrFundBalancesEOYAmt053387416
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0248729
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt041167199
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt039247813
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0712
IRS990/OccupancyGrp/ProgramServicesAmt0965
IRS990/OccupancyGrp/TotalAmt01677
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt030826
IRS990/OfficeExpensesGrp/ProgramServicesAmt0292857
IRS990/OfficeExpensesGrp/TotalAmt0323683
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013593
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0218086
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0683667
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0915346
IRS990/OtherExpensesGrp/Desc0EVENTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt085893
IRS990/OtherExpensesGrp/TotalAmt085893
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IRS990/OtherLiabilitiesGrp/EOYAmt00
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IRS990/OtherRevenueTotalAmt0689
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt014971
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0942805
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06462364
IRS990/OtherSalariesAndWagesGrp/TotalAmt07420140
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0530971
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0389814
IRS990/PensionPlanContributionsGrp/TotalAmt0447274
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IRS990/PrincipalOfficerNm0BEKI BAHAR-ENGLER
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt07219668
IRS990/PYTotalExpensesAmt022843519
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt042576164
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2073131
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0726953
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026545000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041610000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt032770000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0100925000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02185795
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0966164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt072563
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03224522
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0689
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0689
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt041449012
IRS990ScheduleA/SubstantialContributorsTotAmt059475988
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026545000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041610000

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,861,921
Liabilities
$2,474,505
Net assets
$53,387,416
Revenue
$28,731,484
Expenses
$30,804,615
Net income
-$2,073,131
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
2023Detailed filing. Detailed filing data is available for this year.$55.9$2.47$53.4$28.7$30.8$2.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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