Edtech Evidence Exchange INC FY2021 filing

Arlington, VAUnknown exempt organizationEIN 82-3654516Revenue $2.4M in FY2021

On file with the IRSedtechevidence.org1405 S Fern St 154 · Arlington, VA

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Edtech Evidence Exchange, INC.'s mission is to help educators make better-informed decisions about technology.

66¢ of each $1 spent went to programs.
$496K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 2
filings with a surplus
Average deficit $45K a year · 3% of revenue · last 2 filings
Worth a look: a surplus in 1 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$496K
to officers and key staff · 30% of spending
Worth a look: pay to officers and key staff is 30% of spending; over 20%.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 7.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $550K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$91K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 7 voting members
Looks good: 6 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.4M
Spent
$1.6M
To programs
66%
Net assets
$1.4M
By yearFY2021–FY2023
Revenue
$2.4M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$2.4M
FY2022$236K
FY2023$3K
Expenses
$1.6M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$1.6M
FY2022$1.1M
FY2023Not on file
Net assets
$1.4M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$1.4M
FY2022$464K
FY2023$0

From the FY2021 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

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

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $1.1M Management & general 11% · $187K Fundraising 22% · $370K

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

9 people listed on the 990; $496K paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Executive Officer & President
$232,800Pt VII · Sec A
Chief of Staff & Director of Partnerships
$146,400Pt VII · Sec A
Director of Field Research
$116,400Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2022FY2021
Bart Epstein$214,880$232,800
Christine Tomasik$146,016$146,400
Kathleen Tindle$123,998$116,400

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.

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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

Helps educators choose better educational technology through evidence.

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Provided by the organization

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1 program · $1.1M · in their own filed words · FY2021
01

The organization collects and analyzes data from educators nationwide concerning their use of technology and the use of evidence in school-based decision-making.

$1.1Mprogram 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 · FY2022
Total grants receivedfrom 2 funders$550K
Grants paid · 4 grants · $92K · 2022–2022
Cambiar EducationCA · FY2022$22,900
Digital Promise GlobalDC · FY2022$22,900
Innovateedu INCNY · FY2022$22,900

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$2.4M
Ln 12
Gifts and grantsLn 1h$2.4M
Investment incomeLn 3$487
Money outPt IX
$1.6M
Ln 25
Programscol B$1.1M
Managementcol C$187K
Fundraisingcol D$370K
Owns and owesPt X
$1.4M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$1.4M
LiabilitiesLn 26$91K
PeoplePt VI, VII
9
listed · VII A
PaidVII A3
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.4M
Government grantsLn 1e$246K
Investment incomeLn 3$487
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
CashLn 1$336K
SavingsLn 2$744K
Cash and savings togetherLn 1–2$1.1M
Total assetsLn 16$1.4M
LiabilitiesLn 26$91K
Net assetsLn 32$1.4M
OperationsPt I, VI
EmployeesI 56
VolunteersI 66
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 FY21End FY21
Cash and savingsLn 1–2$1.3M$1.1M
Total assetsLn 16$1.4M$1.4M
LiabilitiesLn 26$812K$91K
Net assetsLn 32$554K$1.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$5K$5K
Pay of current officers, directors and key staffLn 5$269K$54K$13K$202K
Other salaries and wagesLn 7$366K$205K$76K$84K
Pension plan contributionsLn 8$59K$31K$11K$17K
Other employee benefitsLn 9$35K$17K$6K$12K
Payroll taxesLn 10$50K$21K$7K$21K
Accounting feesLn 11c$52K$52K
Other fees for servicesLn 11g$709K$699K$10K
Office expensesLn 13$53K$22K$8K$23K
TravelLn 17$17K$7K$2K$7K
InsuranceLn 23$7K$3K$976$3K
Other expenses (24a–d)Ln 24$24K$24K
Total functional expensesLn 25$1.6M$1.1M$187K$370K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $3K$0 990 PDF
FY2022 $236K$1.1M−$894K$464K 990 PDF
FY2021 Viewing $2.4M$1.6M$804K$1.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $2,447,872 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,579,334$2,447,385
I-9 Program service revenuePrior year $21,000$0
I-10 Investment incomePrior year $11,995$487
I-11 Other revenuePrior year $393$0
I-12 Total revenuePrior year $1,612,722$2,447,872
I-13 Grants and similar amounts paidPrior year $0$5,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $947,047$778,417
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $932,745$860,601
I-18 Total expensesPrior year $1,879,792$1,644,018
I-19 Revenue less expensesPrior year −$267,070$803,854
Part VI · Governance 6 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members6
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 $2,447,872 across 5 lines filed
VIII-1e Government grants$246,185
VIII-1f All other contributions, gifts and grants$2,201,200
VIII-1h Total contributions, gifts and grants$2,447,385
VIII-3 Investment incomeExcluded from tax $487$487
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $487$2,447,872
Part IX · Statement of functional expenses $1,644,018 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $5,000$5,000
IX-5 Pay of current officers, directors and key staffPrograms $53,842 · Management $13,461 · Fundraising $201,909$269,212
IX-7 Other salaries and wagesPrograms $205,414 · Management $75,928 · Fundraising $84,363$365,705
IX-8 Pension plan contributionsPrograms $30,502 · Management $11,107 · Fundraising $17,192$58,801
IX-9 Other employee benefitsPrograms $17,052 · Management $6,129 · Fundraising $11,856$35,037
IX-10 Payroll taxesPrograms $20,908 · Management $7,266 · Fundraising $21,488$49,662
IX-11c Accounting feesManagement $51,626$51,626
IX-11g Other fees for servicesPrograms $698,569 · Management $10,200$708,769
IX-13 Office expensesPrograms $22,375 · Management $7,775 · Fundraising $22,994$53,144
IX-17 TravelPrograms $6,965 · Management $2,420 · Fundraising $7,158$16,543
IX-23 InsurancePrograms $2,807 · Management $976 · Fundraising $2,886$6,669
IX-24 Other expenses (24a–d)Programs $23,850$23,850
IX-25 Total functional expensesPrograms $1,087,284 · Management $186,888 · Fundraising $369,846$1,644,018
Part X · Balance sheet $1,448,237 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $126,793$336,235
X-2 Savings and temporary cash investmentsStart of year $1,217,169$744,193
X-3 Pledges and grants receivableStart of year $0$208,300
X-9 Prepaid expenses and deferred chargesStart of year $21,542$159,509
X-16 Total assetsStart of year $1,365,504$1,448,237
X-17 Accounts payable and accrued expensesStart of year $179,360$90,639
X-19 Deferred revenueStart of year $500,000$0
X-25 Other liabilitiesStart of year $132,400$0
X-26 Total liabilitiesStart of year $811,760$90,639
X-27 Net assets without donor restrictionsStart of year $553,744$731,448
X-28 Net assets with donor restrictionsStart of year $0$626,150
X-32 Total net assets or fund balancesStart of year $553,744$1,357,598
X-33 Total liabilities and net assetsStart of year $1,365,504$1,448,237
Part XI · Reconciliation of net assets $1,357,598 net assets at year end
XI-1 Total revenue$2,447,872
XI-2 Total expenses$1,644,018
XI-3 Revenue less expenses$803,854
XI-4 Net assets at start of year$553,744
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,357,598

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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