Association for Experiential Education

Tax-deductible

Boulder, CO501(c)(3)EIN 84-0737619

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To elevate and expand the global capacity of Experiential Education by building an inclusive and accessible community for Experiential Education professionals.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Run by 200 volunteers and 3 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 3
filings with a surplus
Average surplus $45K a year · 9% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$82K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.4 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
$92K
27% of total assets
Looks good: liabilities are 27% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$642K
+22% vs prior year
Spent
$575K
To programs
85%
Net assets
$254K
By yearFY2021–FY2024
Revenue
$642K
FY2024▲ +22%
Revenue by fiscal year
FY2021$394K
FY2023$528K
FY2024$642K
Expenses
$575K
FY2024▲ +2%
Expenses by fiscal year
FY2021$293K
FY2023$562K
FY2024$575K
Net assets
$254K
FY2024▲ +37%
Net assets by fiscal year
FY2021$145K
FY2023$185K
FY2024$254K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1977.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $489K Management & general 15% · $86K

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

13 people listed on the 990; $82K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$81,683Pt VII · Sec A
President
$0Pt VII · Sec A
Past Secreta
$0Pt VII · Sec A
Member at La
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Member at La
$0Pt VII · Sec A
Member at La
$0Pt VII · Sec A
President El
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2021
Sherry Bagley$81,683$81,532$73,324

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 Association for Experiential Education 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

Builds an inclusive community to expand global experiential education.

Provided by the organization

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3 programs · $489K · in their own filed words · FY2024
01

Conferences

The organization conducts conferences and seminars throughout north america, and has co-sponsored conferences in other countries. The purpose of these conferences and seminars is to promote experiential education and to provide opportunities for teachers, educators, therapists, administrators, and professional practitioners from a broad…

$313Kprogram expense
02

Accreditation

In 1994, aee developed the most comprehensive standards for common practices in the industry, becoming the nation's first recognized accreditation process focusing on experiential adventure programming.

$94Kprogram expense
03

Membership

Aee is a professional membership organization. Our members influence and inspire over one million individuals each year, with our accredited programs working with over 300,000 people annually.

$82Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$30K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$642K
Ln 12
Fees for servicesLn 2g$579K
Gifts and grantsLn 1h$53K
Investment incomeLn 3$9K
Money outPt IX
$575K
Ln 25
Programscol B$489K
Managementcol C$86K
Owns and owesPt X
$254K
net assets · Ln 32
Cash and savingsLn 1–2$65K
Total assetsLn 16$346K
LiabilitiesLn 26$92K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$53K
Noncash giftsLn 1g$3K
Fees for servicesLn 2g$579K
Investment incomeLn 3$9K
Gains on assetsLn 7$2K
Total revenueLn 12$642K
Assets in detailPt X, end of year
CashLn 1$65K
Cash and savings togetherLn 1–2$65K
InvestmentsLn 11–13$207K
Total assetsLn 16$346K
LiabilitiesLn 26$92K
Net assetsLn 32$254K
OperationsPt I, VI
EmployeesI 53
VolunteersI 6200
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$182K$65K
InvestmentsLn 11–13$167K$207K
Total assetsLn 16$393K$346K
LiabilitiesLn 26$208K$92K
Net assetsLn 32$185K$254K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$82K$57K$25K
Other salaries and wagesLn 7$120K$114K$6K
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$58K$53K$4K
Advertising and promotionLn 12$10K$10K$514
Office expensesLn 13$6K$4K$3K
OccupancyLn 16$3K$657$2K
TravelLn 17$15K$13K$2K
Conferences, conventions and meetingsLn 19$199K$199K
InterestLn 20$242$242
InsuranceLn 23$3K$331$3K
Other expenses (24a–d)Ln 24$64K$29K$35K
All other expensesLn 24e$13K$9K$4K
Total functional expensesLn 25$575K$489K$86K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $642K$575K$67K$254K 990 PDF
FY2023 $528K$562K−$34K$185K 990 PDF
FY2022 Not on file
FY2021 $394K$293K$101K$145K 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 FY2024 990 (5 parts)
Part I · Summary $641,924 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $10,274$53,493
I-9 Program service revenuePrior year $512,950$579,152
I-10 Investment incomePrior year $4,810$9,279
I-11 Other revenue$0
I-12 Total revenuePrior year $528,034$641,924
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $199,108$201,217
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $363,117$373,695
I-18 Total expensesPrior year $562,225$574,912
I-19 Revenue less expensesPrior year −$34,191$67,012
Part VIII · Statement of revenue $641,924 across 7 lines filed
VIII-1f All other contributions, gifts and grants$53,493
VIII-1g Noncash contributions (included above)$2,785
VIII-1h Total contributions, gifts and grants$53,493
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $579,152$579,152
VIII-3 Investment incomeExcluded from tax $7,726$7,726
VIII-7 Net gain or loss on sales of assetsRelated to mission $1,553$1,553
VIII-12 Total revenueRelated to mission $580,705 · Excluded from tax $7,726$641,924
Part IX · Statement of functional expenses $574,912 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $57,178 · Management $24,505$81,683
IX-7 Other salaries and wagesPrograms $113,856 · Management $5,678$119,534
IX-11f Investment management feesManagement $2,127$2,127
IX-11g Other fees for servicesPrograms $53,130 · Management $4,446$57,576
IX-12 Advertising and promotionPrograms $9,759 · Management $514$10,273
IX-13 Office expensesPrograms $3,773 · Management $2,516$6,289
IX-16 OccupancyPrograms $657 · Management $1,969$2,626
IX-17 TravelPrograms $12,814 · Management $2,262$15,076
IX-19 Conferences, conventions and meetingsPrograms $199,384$199,384
IX-20 InterestManagement $242$242
IX-23 InsurancePrograms $331 · Management $2,975$3,306
IX-24 Other expenses (24a–d)Programs $29,109 · Management $35,142$64,251
IX-24e All other expensesPrograms $8,701 · Management $3,844$12,545
IX-25 Total functional expensesPrograms $488,692 · Management $86,220 · Fundraising $0$574,912
Part X · Balance sheet $346,122 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $182,068$65,469
X-4 Accounts receivableStart of year $35,885$70,289
X-9 Prepaid expenses and deferred chargesStart of year $8,435$3,567
X-11 Publicly traded securitiesStart of year $143,678$181,077
X-12 Other securitiesStart of year $22,900$25,720
X-16 Total assetsStart of year $392,966$346,122
X-17 Accounts payable and accrued expensesStart of year $125,022$11,834
X-19 Deferred revenueStart of year $82,654$80,201
X-26 Total liabilitiesStart of year $207,676$92,035
X-27 Net assets without donor restrictionsStart of year $159,820$226,032
X-28 Net assets with donor restrictionsStart of year $25,470$28,055
X-32 Total net assets or fund balancesStart of year $185,290$254,087
X-33 Total liabilities and net assetsStart of year $392,966$346,122
Part XI · Reconciliation of net assets $254,087 net assets at year end
XI-1 Total revenue$641,924
XI-2 Total expenses$574,912
XI-3 Revenue less expenses$67,012
XI-4 Net assets at start of year$185,290
XI-5 Net unrealized gains (losses) on investments$1,785
XI-10 Net assets at end of year$254,087

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

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