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.

501(c)(3) charity; gifts are tax-deductible.
48¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
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
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
48%
of spending
Concern: 48% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
7 mo
of spending, in cash
Plus $2.5M in investments, Pt X · Ln 11–13
Looks good: 7.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $11K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$685K
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.0M
+12% vs prior year
Spent
$2.1M
To programs
48%
Net assets
$3.2M
By yearFY2020–FY2025
Revenue
$2.0M
FY2022▲ +12%
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
$2.1M
FY2022▲ +29%
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
$3.2M
FY2022▼ -10%
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 FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

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

48 cents of each dollar spent went to programs.

Program services 48% · $1.0M Management & general 52% · $1.1M

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

18 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Dec. 2021, Then Past Pres.
$0Pt VII · Sec A
Elect, President as of Jan. 2022
$0Pt VII · Sec A
Pres. Elect as of Jan. 2022
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$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 →

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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 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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Provided by the organization

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3 programs · $943K · in their own filed words · FY2021
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.

$463Kprogram expense
02

Institute

The overall purpose of the initiative is to increase the participation of evaluators and academics from underrepresented groups in the profession of evaluation and in the american evaluation association. The msi faculty initiative identifies this group of potential and practicing evaluators by drawing from faculty at msis.

$315Kprogram expense
03

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.

$165Kprogram 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 FY2022 990, line by line.

1The main four
Money inPt VIII
$2.0M
Ln 12
Fees for servicesLn 2g$1.9M
Investment incomeLn 3$84K
Gifts and grantsLn 1h$42K
Money outPt IX
$2.1M
Ln 25
Programscol B$1.0M
Managementcol C$1.1M
Owns and owesPt X
$3.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$3.9M
LiabilitiesLn 26$685K
PeoplePt VI, VII
18
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$42K
Fees for servicesLn 2g$1.9M
Investment incomeLn 3$84K
Gains on assetsLn 7−$2K
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$563K
SavingsLn 2$683K
Cash and savings togetherLn 1–2$1.2M
InvestmentsLn 11–13$2.5M
Total assetsLn 16$3.9M
LiabilitiesLn 26$685K
Net assetsLn 32$3.2M
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 FY22End FY22
Cash and savingsLn 1–2$847K$1.2M
InvestmentsLn 11–13$3.0M$2.5M
Total assetsLn 16$4.0M$3.9M
LiabilitiesLn 26$407K$685K
Net assetsLn 32$3.6M$3.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$349$349
Management feesLn 11a$1.3M$545K$757K
Legal feesLn 11b$6K$6K
Investment management feesLn 11f$15K$15K
Other fees for servicesLn 11g$401K$224K$177K
Office expensesLn 13$73K$1K$72K
Information technologyLn 14$24K$24K
TravelLn 17$2K$671$2K
Conferences, conventions and meetingsLn 19$269K$238K$31K
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$21K$3K$18K
Total functional expensesLn 25$2.1M$1.0M$1.1M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.7M$4.0M−$388K$2.1M 990 PDF
FY2024 $3.3M$4.0M−$621K$2.4M 990 PDF
FY2023 $2.8M$3.1M−$238K$3.0M 990 PDF
FY2022 Viewing $2.0M$2.1M−$92K$3.2M 990 PDF
FY2021 $1.8M$1.6M$163K$3.6M 990 PDF
FY2020 $2.6M$2.4M$191K$3.4M 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 O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $2,028,086 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,015$42,412
I-9 Program service revenuePrior year $1,641,845$1,901,470
I-10 Investment incomePrior year $165,937$84,204
I-11 Other revenuePrior year $2,581$0
I-12 Total revenuePrior year $1,811,378$2,028,086
I-13 Grants and similar amounts paidPrior year $0$349
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,648,050$2,119,490
I-18 Total expensesPrior year $1,648,050$2,119,839
I-19 Revenue less expensesPrior year $163,328−$91,753
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 $2,028,086 across 6 lines filed
VIII-1f All other contributions, gifts and grants$42,412
VIII-1h Total contributions, gifts and grants$42,412
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,901,470$1,901,470
VIII-3 Investment incomeExcluded from tax $86,515$86,515
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$2,311−$2,311
VIII-12 Total revenueRelated to mission $1,901,470 · Unrelated business $0 · Excluded from tax $84,204$2,028,086
Part IX · Statement of functional expenses $2,119,839 across 11 lines filed
IX-2 Grants to domestic individualsPrograms $349$349
IX-11a Management feesPrograms $545,276 · Management $756,771$1,302,047
IX-11b Legal feesManagement $6,372$6,372
IX-11f Investment management feesManagement $15,227$15,227
IX-11g Other fees for servicesPrograms $224,259 · Management $177,172$401,431
IX-13 Office expensesPrograms $1,187 · Management $71,623$72,810
IX-14 Information technologyManagement $24,075$24,075
IX-17 TravelPrograms $671 · Management $1,622$2,293
IX-19 Conferences, conventions and meetingsPrograms $238,185 · Management $30,793$268,978
IX-23 InsuranceManagement $5,446$5,446
IX-24 Other expenses (24a–d)Programs $2,805 · Management $18,006$20,811
IX-25 Total functional expensesPrograms $1,012,732 · Management $1,107,107 · Fundraising $0$2,119,839
Part X · Balance sheet $3,903,620 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $439,460$562,707
X-2 Savings and temporary cash investmentsStart of year $407,484$682,720
X-4 Accounts receivableStart of year $21,312$81,606
X-9 Prepaid expenses and deferred chargesStart of year $132,357$63,011
X-11 Publicly traded securitiesStart of year $2,991,042$2,513,576
X-16 Total assetsStart of year $3,991,655$3,903,620
X-17 Accounts payable and accrued expensesStart of year $69,344$289,549
X-19 Deferred revenueStart of year $337,395$395,495
X-26 Total liabilitiesStart of year $406,739$685,044
X-27 Net assets without donor restrictionsStart of year $3,584,916$3,218,576
X-32 Total net assets or fund balancesStart of year $3,584,916$3,218,576
X-33 Total liabilities and net assetsStart of year $3,991,655$3,903,620
Part XI · Reconciliation of net assets $3,218,576 net assets at year end
XI-1 Total revenue$2,028,086
XI-2 Total expenses$2,119,839
XI-3 Revenue less expenses−$91,753
XI-4 Net assets at start of year$3,584,916
XI-5 Net unrealized gains (losses) on investments−$274,587
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,218,576

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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