American Evaluation Association

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To improve Evaluation practices and methods, increase Evaluation use, promote Evaluation as a profession and support the contribution of Evaluation to the generation of theory and knowledge about effective human action.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-1463557) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
53¢ of each $1 spent went to programs.
Run by 11 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $164K a year · 6% of revenue · last 6 filings
A surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
53%
of spending
53% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2K
to officers and key staff · 0.06% of spending
Pay to officers and key staff is 0.06% of spending.
Part VII, Section A
1.0 mo
of spending, in cash
Plus $2.4M in investments, Pt X · Ln 11–13
1.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $11K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$854K
29% of total assets
Liabilities are 29% of assets.
Pt X · Ln 26
Independent board members
13
of 13 voting members
13 of 13 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$3.7M
+9% vs prior year
Spent
$4.0M
To programs
53%
Net assets
$2.1M
By yearFY2020–FY2025
Revenue
$3.7M
FY2025▲ +9%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.6M
FY2021$1.8M
FY2022$2.0M
FY2023$2.8M
FY2024$3.3M
FY2025$3.7M
Expenses
$4.0M
FY2025▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.4M
FY2021$1.6M
FY2022$2.1M
FY2023$3.1M
FY2024$4.0M
FY2025$4.0M
Net assets
$2.1M
FY2025▼ -13%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.4M
FY2021$3.6M
FY2022$3.2M
FY2023$3.0M
FY2024$2.4M
FY2025$2.1M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1988.

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

Where the money goes

53 cents of each dollar spent went to programs.

Program services 53% · $2.1M Management & general 47% · $1.9M

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

Something off? Claim to add context

Who runs it and what they're paid

18 people listed on the 990; $2K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Pres. Elect as of 1/2025
$1,500Pt VII · Sec A
Treasurer
$1,000Pt VII · Sec A
Elect Until 12/2024, Then President
$0Pt VII · Sec A
Director Until 12/2024
$0Pt VII · Sec A
Director Until 12/2024
$0Pt VII · Sec A
Director Until 12/2024
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Guili Zhang’s $2K as Pres. Elect as of 1/2025 is at the 0th percentile of top reported officer pay among 3924 $1–10M arts & culture 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 · 3 named individuals · Part VII

NameFY2025FY2020
Guili Zhang$1,500—
Thomas Chapel$1,000—
Lisa Aponte-Soto—$1,000

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 Evaluation Association executive salaries →

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 15aNo

Programs and updates

Improves evaluation practices, promotes the profession, and increases its use to generate knowledge about effective human action.

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3 programs · $2.1M · in their own filed words · FY2024
01

The Annual Conference

Allows members to meet face-to-face with peers in the profession of evaluation. Attendees also have the opportunity to learn about the newest developments and methods in the field of evaluation.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-1463557) · Dispute this line
$1.8Mprogram expense
02

Internships and Student Programs

The graduate education diversity internship program provides paid internship and training opportunities during the academic year. The gedi program works to engage and support students from groups traditionally under-represented in the field of evaluation.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-1463557) · Dispute this line
$236Kprogram expense
03

Training and Education

American evaluation association provides year-round opportunities to advance in the field of evaluation and programs to support the development of evaluation professionals. Training and education are offered in the forms of webinars, e-learning self-directed online sessions and conference sessions.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-1463557) · Dispute this line
$66Kprogram 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 · FY2024
Total grants receivedfrom 2 funders$11K
Grants paid · 3 grants · $12K · 2024–2024
Unitemized GrantFY2024$5,190
Unitemized GrantFY2024$4,779
Unitemized GrantFY2024$2,000

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$3.7M
Ln 12
Fees for servicesLn 2g$3.5M
Investment incomeLn 3$79K
Gifts and grantsLn 1h$33K
Money outPt IX
$4.0M
Ln 25
Programscol B$2.1M
Managementcol C$1.9M
Owns and owesPt X
$2.1M
net assets · Ln 32
Cash and savingsLn 1–2$333K
Total assetsLn 16$3.0M
LiabilitiesLn 26$854K
PeoplePt VI, VII
18
listed · VII A
PaidVII A2
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$33K
Fees for servicesLn 2g$3.5M
Investment incomeLn 3$79K
Total revenueLn 12$3.7M
Assets in detailPt X, end of year
CashLn 1$192K
SavingsLn 2$141K
Cash and savings togetherLn 1–2$333K
Accounts receivableLn 4$72K
Prepaid expenses and deferred chargesLn 9$183K
InvestmentsLn 11–13$2.4M
Total assetsLn 16$3.0M
LiabilitiesLn 26$854K
Net assetsLn 32$2.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 611
Fiscal year endsHeaderJune
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 FY25End FY25
Cash and savingsLn 1–2$250K$333K
InvestmentsLn 11–13$2.8M$2.4M
Total assetsLn 16$3.3M$3.0M
LiabilitiesLn 26$890K$854K
Net assetsLn 32$2.4M$2.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$12K$12K
Pay of officers and key staff (Part IX, line 5)Ln 5$2K$808$2K
Management feesLn 11a$1.8M$691K$1.1M
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$15K$15K
Investment management feesLn 11f$11K$11K
Other fees for servicesLn 11g$546K$201K$346K
Office expensesLn 13$199K$6K$193K
Information technologyLn 14$42K$42K
TravelLn 17$116K$102K$14K
Conferences, conventions and meetingsLn 19$1.2M$1.1M$89K
InsuranceLn 23$21K$7K$13K
Other expenses (24a–d)Ln 24$66K$40K$27K
Total functional expensesLn 25$4.0M$2.1M$1.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS May 8, 2026 $3.7M$4.0M−$388K$2.1M 990 PDF
FY2024Filed with the IRS May 12, 2025 $3.3M$4.0M−$621K$2.4M 990 PDF
FY2023Filed with the IRS May 8, 2024 $2.8M$3.1M−$238K$3.0M 990 PDF
FY2022Filed with the IRS May 16, 2023 $2.0M$2.1M−$92K$3.2M 990 PDF
FY2021Filed with the IRS May 12, 2022 $1.8M$1.6M$163K$3.6M 990 PDF
FY2020Filed with the IRS Apr 20, 2021 $2.6M$2.4M$191K$3.4M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $3,653,440 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $19,083$32,920
I-9 Program service revenuePrior year $3,125,434$3,541,202
I-10 Investment incomePrior year $200,285$79,318
I-11 Other revenuePrior year $1,907$0
I-12 Total revenuePrior year $3,346,709$3,653,440
I-13 Grants and similar amounts paidPrior year $906$11,969
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$2,500
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,966,637$4,027,005
I-18 Total expensesPrior year $3,967,543$4,041,474
I-19 Revenue less expensesPrior year −$620,834−$388,034
Part VI · Governance 13 of 13 board members independent, 1 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $3,653,440 across 5 lines filed
VIII-1f All other contributions, gifts and grants$32,920
VIII-1h Total contributions, gifts and grants$32,920
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,541,202$3,541,202
VIII-3 Investment incomeExcluded from tax $79,318$79,318
VIII-12 Total revenueRelated to mission $3,541,202 · Unrelated business $0 · Excluded from tax $79,318$3,653,440
Part IX · Statement of functional expenses $4,041,474 across 13 lines filed
IX-2 Grants to domestic individualsPrograms $11,969$11,969
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $808 · Management $1,692$2,500
IX-11a Management feesPrograms $690,920 · Management $1,145,152$1,836,072
IX-11b Legal feesManagement $4,156$4,156
IX-11c Accounting feesManagement $15,000$15,000
IX-11f Investment management feesManagement $11,078$11,078
IX-11g Other fees for servicesPrograms $200,536 · Management $345,583$546,119
IX-13 Office expensesPrograms $5,880 · Management $192,886$198,766
IX-14 Information technologyManagement $42,080$42,080
IX-17 TravelPrograms $102,280 · Management $13,597$115,877
IX-19 Conferences, conventions and meetingsPrograms $1,082,343 · Management $88,657$1,171,000
IX-23 InsurancePrograms $7,364 · Management $13,177$20,541
IX-24 Other expenses (24a–d)Programs $39,601 · Management $26,715$66,316
IX-25 Total functional expensesPrograms $2,141,701 · Management $1,899,773 · Fundraising $0$4,041,474
Part X · Balance sheet $2,955,622 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $198,164$192,450
X-2 Savings and temporary cash investmentsStart of year $52,053$140,525
X-4 Accounts receivableStart of year $196,880$72,297
X-9 Prepaid expenses and deferred chargesStart of year $92,861$183,328
X-11 Publicly traded securitiesStart of year $2,766,254$2,367,022
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $3,306,212$2,955,622
X-17 Accounts payable and accrued expensesStart of year $356,903$89,542
X-19 Deferred revenueStart of year $532,898$764,604
X-26 Total liabilitiesStart of year $889,801$854,146
X-27 Net assets without donor restrictionsStart of year $2,416,411$2,032,591
X-28 Net assets with donor restrictions$68,885
X-32 Total net assets or fund balancesStart of year $2,416,411$2,101,476
X-33 Total liabilities and net assetsStart of year $3,306,212$2,955,622
Part XI · Reconciliation of net assets $2,101,476 net assets at year end
XI-1 Total revenue$3,653,440
XI-2 Total expenses$4,041,474
XI-3 Revenue less expenses−$388,034
XI-4 Net assets at start of year$2,416,411
XI-5 Net unrealized gains (losses) on investments$116,049
XI-8 Prior period adjustments−$42,950
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,101,476

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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