See part III, line 1.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
Run by 23 volunteers and 23 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $156K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.4M
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $16.3M in investments, Pt X · Ln 11–13
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $30K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.8M
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
23
of 23 voting members
Looks good: 23 of 23 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.5M
-2% vs prior year
Spent
$12.6M
To programs
79%
Net assets
$25.8M
By yearFY2020–FY2024
Revenue
$12.5M
FY2024▼ -2%
Tap a bar for its year
Revenue by fiscal year
FY2020$8.2M
FY2021$11.5M
FY2022$12.1M
FY2023$12.8M
FY2024$12.5M
Expenses
$12.6M
FY2024▼ -9%
Tap a bar for its year
Expenses by fiscal year
FY2020$8.1M
FY2021$9.0M
FY2022$12.9M
FY2023$13.8M
FY2024$12.6M
Net assets
$25.8M
FY2024▲ +0.5%
Tap a bar for its year
Net assets by fiscal year
FY2020$30.9M
FY2021$33.6M
FY2022$26.6M
FY2023$25.7M
FY2024$25.8M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1969.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $10.0M Management & general 21% · $2.6M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

39 people listed on the 990; $1.4M paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$376,485Pt VII · Sec A
Senior Advisor
$181,811Pt VII · Sec A
Director of Professional Development
$178,862Pt VII · Sec A
Director of Communications/Outreach
$178,622Pt VII · Sec A
Assoc. Exec. Dir., Programs & Policy
$177,963Pt VII · Sec A
Director of Meetings
$167,390Pt VII · Sec A
Dir. of Finance & Administration
$159,951Pt VII · Sec A
$0Pt VII · Sec A

Felice J Levine’s $376K as Executive Director is at the 77th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Felice J Levine$376,485$363,863$317,557$317,497$316,027
Phoebe Stevenson$181,811$184,742———
George Wimberly$178,862$167,697$170,078$163,131$162,242
Tony Pals$178,622$173,817$172,471$167,775$165,591
Lori D Hill$177,963$167,847$167,827$163,741$163,240
Robert Smith$167,390—$161,938$161,644$165,457
Norman Tenorio$159,951$144,757$146,713$143,722$143,995
Nathan Bell—$142,216———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See American Educational Research Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Develops education researchers' skills through courses and training in research methods and analytic issues.

Questions for American Educational Research Association

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Your first name shows with your question. American Educational Research Association answers here, for everyone.

Provided by the organization

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3 programs · $6.8M · in their own filed words · FY2024
01

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.

$3.8Mprogram expense
02

Governance and Divisions

The organization's governance structure is comprised of the council, executive board, and committees. Ad hoc committees, task forces and working groups may also be established for specific purposes and for limited periods.

$1.6Mprogram expense
03

Professional Development

The aera professional development program builds capacity and enhances research skills among graduate students, early career scholars, senior scholars, and others who produce and use education research.

$1.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$30K
Grants paid · 214 grants · $5.1M · 2020–2024
Unitemized GrantFY2024$196,000
Vanderbilt UniversityTN · FY2024$90,500
University of MinnesotaFY2024$35,000
Regents Univ of CaliforniaCA · FY2024$32,500
University of OklahomaFY2024$30,000
Prairie View A&m UniversityFY2024$30,000
Molloy UniversityNY · FY2024$30,000
Blue Swallow Farm FoundationVA · FY2024$30,000
The Curators of the Univ of MissouriFY2024$25,000
University of Rhode IslandFY2024$23,000
See all 214 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$12.5M
Ln 12
Fees for servicesLn 2g$8.8M
Other incomeLn 4–11$1.5M
Investment incomeLn 3$1.2M
Money outPt IX
$12.6M
Ln 25
Programscol B$10.0M
Managementcol C$2.6M
Owns and owesPt X
$25.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$28.6M
LiabilitiesLn 26$2.8M
PeoplePt VI, VII
39
listed · VII A
PaidVII A7
Voting boardVI 1a23
IndependentVI 1b23
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$952K
Government grantsLn 1e$481K
Fees for servicesLn 2g$8.8M
Investment incomeLn 3$1.2M
Other incomeLn 4–11$1.5M
Gains on assetsLn 7$576K
Total revenueLn 12$12.5M
Assets in detailPt X, end of year
CashLn 1$832K
SavingsLn 2$437K
Cash and savings togetherLn 1–2$1.3M
InvestmentsLn 11–13$16.3M
Land, buildings, equipmentLn 10c$10.1M
Other assetsLn 15$76K
Total assetsLn 16$28.6M
LiabilitiesLn 26$2.8M
Net assetsLn 32$25.8M
OperationsPt I, VI
EmployeesI 523
VolunteersI 623
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$7.1M$1.3M
InvestmentsLn 11–13$13.1M$16.3M
Land, buildings, equipmentLn 10c$10.4M$10.1M
Total assetsLn 16$31.2M$28.6M
LiabilitiesLn 26$5.6M$2.8M
Net assetsLn 32$25.7M$25.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$854K$854K
Grants to domestic individualsLn 2$196K$196K
Pay of current officers, directors and key staffLn 5$624K$215K$409K
Other salaries and wagesLn 7$3.0M$2.3M$607K
Pension plan contributionsLn 8$203K$149K$54K
Other employee benefitsLn 9$283K$224K$59K
Payroll taxesLn 10$212K$138K$75K
Legal feesLn 11b$24K$3K$21K
Accounting feesLn 11c$60K$60K
Investment management feesLn 11f$84K$84K
Other fees for servicesLn 11g$1.1M$993K$127K
Advertising and promotionLn 12$7K$7K
Office expensesLn 13$289K$199K$91K
OccupancyLn 16$580K$384K$196K
TravelLn 17$855K$824K$31K
Conferences, conventions and meetingsLn 19$1.9M$1.9M$59K
Depreciation, depletion and amortizationLn 22$478K$338K$140K
InsuranceLn 23$101K$24K$77K
Other expenses (24a–d)Ln 24$1.1M$744K$325K
All other expensesLn 24e$625K$462K$164K
Total functional expensesLn 25$12.6M$10.0M$2.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $12.5M$12.6M−$20K$25.8M 990 PDF
FY2023 $12.8M$13.8M−$1.1M$25.7M 990 PDF
FY2022 $12.1M$12.9M−$730K$26.6M 990 PDF
FY2021 $11.5M$9.0M$2.5M$33.6M 990 PDF
FY2020 $8.2M$8.1M$87K$30.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $12,546,717 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,175,127$951,930
I-9 Program service revenuePrior year $7,974,464$8,837,909
I-10 Investment incomePrior year $2,157,460$1,244,361
I-11 Other revenuePrior year $1,464,538$1,512,517
I-12 Total revenuePrior year $12,771,589$12,546,717
I-13 Grants and similar amounts paidPrior year $1,077,862$1,049,652
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,270,811$4,278,427
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $8,473,678$7,238,341
I-18 Total expensesPrior year $13,822,351$12,566,420
I-19 Revenue less expensesPrior year −$1,050,762−$19,703
Part VI · Governance 23 of 23 board members independent, no flags
VI-1a Voting members of the governing body23
VI-1b Independent voting members23
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $12,546,717 across 9 lines filed
VIII-1e Government grants$481,375
VIII-1f All other contributions, gifts and grants$470,555
VIII-1h Total contributions, gifts and grants$951,930
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,837,909$8,837,909
VIII-3 Investment incomeExcluded from tax $668,574$668,574
VIII-5 RoyaltiesRelated to mission $1,276,154 · Excluded from tax $145,889$1,422,043
VIII-6 Net rental income or lossExcluded from tax $90,474$90,474
VIII-7 Net gain or loss on sales of assetsExcluded from tax $575,787$575,787
VIII-12 Total revenueRelated to mission $10,114,063 · Unrelated business $0 · Excluded from tax $1,480,724$12,546,717
Part IX · Statement of functional expenses $12,566,420 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $853,652$853,652
IX-2 Grants to domestic individualsPrograms $196,000$196,000
IX-5 Pay of current officers, directors and key staffPrograms $215,052 · Management $408,836$623,888
IX-7 Other salaries and wagesPrograms $2,349,261 · Management $607,051$2,956,312
IX-8 Pension plan contributionsPrograms $149,263 · Management $53,815$203,078
IX-9 Other employee benefitsPrograms $223,585 · Management $59,117$282,702
IX-10 Payroll taxesPrograms $137,861 · Management $74,586$212,447
IX-11b Legal feesPrograms $2,730 · Management $20,830$23,560
IX-11c Accounting feesManagement $59,696$59,696
IX-11f Investment management feesManagement $83,747$83,747
IX-11g Other fees for servicesPrograms $993,012 · Management $127,295$1,120,307
IX-12 Advertising and promotionPrograms $6,869$6,869
IX-13 Office expensesPrograms $198,703 · Management $90,721$289,424
IX-16 OccupancyPrograms $384,147 · Management $195,778$579,925
IX-17 TravelPrograms $823,688 · Management $31,446$855,134
IX-19 Conferences, conventions and meetingsPrograms $1,888,250 · Management $59,171$1,947,421
IX-22 Depreciation, depletion and amortizationPrograms $337,799 · Management $139,967$477,766
IX-23 InsurancePrograms $23,792 · Management $76,746$100,538
IX-24 Other expenses (24a–d)Programs $743,627 · Management $325,015$1,068,642
IX-24e All other expensesPrograms $461,522 · Management $163,790$625,312
IX-25 Total functional expensesPrograms $9,988,813 · Management $2,577,607 · Fundraising $0$12,566,420
Part X · Balance sheet $28,599,211 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,333,732$831,682
X-2 Savings and temporary cash investmentsStart of year $5,742,598$436,693
X-3 Pledges and grants receivableStart of year $80,705$127,080
X-4 Accounts receivableStart of year $243,816$396,349
X-9 Prepaid expenses and deferred chargesStart of year $245,616$330,325
X-10c Land, buildings and equipment, netStart of year $10,442,042$10,051,738
X-11 Publicly traded securitiesStart of year $13,077,267$16,349,103
X-15 Other assetsStart of year $84,161$76,241
X-16 Total assetsStart of year $31,249,937$28,599,211
X-17 Accounts payable and accrued expensesStart of year $426,581$503,583
X-19 Deferred revenueStart of year $1,914,069$2,295,713
X-26 Total liabilitiesStart of year $5,587,987$2,799,296
X-27 Net assets without donor restrictionsStart of year $24,315,893$24,811,322
X-28 Net assets with donor restrictionsStart of year $1,346,057$988,593
X-32 Total net assets or fund balancesStart of year $25,661,950$25,799,915
X-33 Total liabilities and net assetsStart of year $31,249,937$28,599,211
Part XI · Reconciliation of net assets $25,799,915 net assets at year end
XI-1 Total revenue$12,546,717
XI-2 Total expenses$12,566,420
XI-3 Revenue less expenses−$19,703
XI-4 Net assets at start of year$25,661,950
XI-5 Net unrealized gains (losses) on investments$157,668
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$25,799,915

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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