2024-11-15T12:31:35-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 237003537 AMERICAN EDUCATIONAL RESEARCH ASSOCIATION AMER 2022383200 1430 K STREET NW 1200 WASHINGTON DC 200052528 FELICE J LEVINE EXECUTIVE DIRECTOR 2022383200 2024-11-15 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-10-15 13:58:12Z FELICE J LEVINE 1430 K STREET NW 1200 WASHINGTON DC 200052528 14754077 0 X WWW.AERA.NET X 1968 DC SEE PART III, LINE 1. 23 23 25 23 0 0 1473241 1175127 7151984 7974464 1967918 2157460 1555449 1464538 12148592 12771589 1436778 1077862 0 0 4063916 4270811 0 0 0 7377448 8473678 12878142 13822351 -729550 -1050762 32818678 31249937 6248253 5587987 26570425 25661950 X THE AMERICAN EDUCATIONAL RESEARCH ASSOCIATION (AERA), A NATIONAL RESEARCH SOCIETY, STRIVES TO ADVANCE KNOWLEDGE ABOUT EDUCATION, TO ENCOURAGE SCHOLARLY INQUIRY RELATED TO EDUCATION, AND TO PROMOTE THE USE OF RESEARCH TO IMPROVE EDUCATION AND SERVE THE PUBLIC GOOD. 0 0 5028486 3810082 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. 1639194 69452 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. THERE ARE ALSO 12 DIVISIONS OF AERA WHICH ARE ORGANIZED TO REPRESENT MAJOR SCHOLARLY OR SCIENTIFIC AREAS WITHIN EDUCATION RESEARCH THAT ADD TO THE FIELD. EACH DIVISION IS RESPONSIBLE FOR PLANNING DIVISION-SPONSORED SESSIONS FOR THE ANNUAL MEETING AND FACILITATING ONGOING COMMUNICATIONS AMONG DIVISION MEMBERS THROUGH LISTSERV AND OTHER COMMUNICATIONS MECHANISMS THROUGHOUT THE YEAR. DIVISIONS ALSO OFFER OTHER PROGRAMMING. 1240726 792489 63980 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. THIS PROGRAM INVOLVES PROFESSIONAL DEVELOPMENT COURSES, AND TRAINING INITIATIVES IN RESEARCH METHODS AND CONCEPTUAL AND ANALYTIC ISSUES RELATED TO RESEARCH EXCELLENCE IN THE FIELD. ADVANCES IN RESEARCH METHODS, STATISTICAL TECHNIQUES, TECHNOLOGY, AND GENERAL MODES AND METHODS OF RESEARCH MAKE PROFESSIONAL DEVELOPMENT WITHIN AERA A CONTINUING AND ONGOING PROCESS. 1067409 22873 113020 SUPPORTING PROGRAMS: OTHER SUPPORT PROGRAMS THAT ALIGN WITH AERA'S MISSION TO PROMOTE EDUCATION RESEARCH INCLUDE AERA'S EFFORTS IN COMMUNICATIONS AND OUTREACH, SOCIAL JUSTICE, AND GOVERNMENT RELATIONS. AERA'S COMMUNICATIONS AND OUTREACH EFFORTS AIM TO DISSEMINATE RESEARCH FINDINGS, PROMOTE EDUCATION RESEARCH, AND ENGAGE STAKEHOLDERS IN MEANINGFUL DIALOGUE ABOUT EDUCATION RESEARCH BY PRODUCING REPORTS, BRIEFS, AND PRESS RELEASES THAT SUMMARIZE AND SPOTLIGHT KEY RESEARCH FINDINGS, EVENTS, AND AERA INITIATIVES. THROUGH HIGH-PROFILE PUBLIC EVENTS, SUCH AS THE ANNUAL BROWN LECTURE IN EDUCATION RESEARCH, AERA STRIVES TO ILLUMINATE THE IMPORTANT ROLE OF RESEARCH IN ADVANCING UNDERSTANDING OF EDUCATION AND LEARNING ACROSS CONTEXTS AND LEVELS OF EDUCATION. AERA ALSO UTILIZES SOCIAL MEDIA PLATFORMS AND THE AERA WEBSITE TO SHARE INFORMATION, HIGHLIGHT RESEARCH PROJECTS, AND ENGAGE WITH RESEARCHERS, EDUCATIONAL LEADERS, AND THE PUBLIC. AERA PROMOTES SOCIAL JUSTICE IN EDUCATION RESEARCH BY ADVOCATING FOR AND ADDRESSING ISSUES RELATING TO EQUITY, DIVERSITY, AND INCLUSION IN RESEARCH SETTINGS. AERA'S GOVERNMENT RELATIONS PROGRAM AIMS TO PROMOTE AND SUPPORT RESEARCH IN EDUCATION THROUGH INFORMED PUBLIC POLICY. KEY ASPECTS OF THE PROGRAM INCLUDE: EDUCATION AND ADVOCACY FOR EDUCATION RESEARCH; RESEARCH POLICY BRIEFINGS AND REPORTS; TESTIMONIES AND RESPONSES TO FEDERAL REGISTER AND OTHER REQUESTS FOR COMMENTS, INCLUDING IN COLLABORATION WITH OTHER SCIENTIFIC ASSOCIATIONS AND RELATED RESEARCH ASSOCIATIONS AIMING TO ADVANCE RESEARCH OF THE HIGHEST QUALITY AND INTEGRITY. EACH OF THESE COMPONENTS CONTRIBUTES TO AERA'S OVERALL MISSION TO ADVANCE KNOWLEDGE ABOUT EDUCATION AND LEARNING AND IMPROVE THE USE OF FINDINGS, EVIDENCE, AND DATA. 923030 1121 3792157 MEMBERSHIP AND SPECIAL INTEREST GROUPS (SIGS): AERA IS DEDICATED TO ADVANCING EDUCATION RESEARCH AND ITS PRACTICAL APPLICATIONS. MEMBERSHIP IS OPEN TO INDIVIDUALS INVOLVED IN AND COMMITTED TO EDUCATION RESEARCH, INCLUDING RESEARCHERS, FACULTY MEMBERS, PRACTITIONERS AND POLICYMAKERS DEDICATED TO THE SOUND USE OF RESEARCH EVIDENCE, POST DOCTORAL SCHOLARS, AND GRADUATE STUDENTS. AERA SEEKS TO FOSTER A DIVERSE COMMUNITY THAT REFLECTS THE BROAD SPECTRUM OF EDUCATION RESEARCH FIELDS AND SPECIALTIES. AERA OFFERS FIVE CATEGORIES OF MEMBERSHIP: REGULAR, EARLY CAREER, AFFILIATE, GRADUATE STUDENT, AND RETIRED. AERA'S MEMBERS BENEFIT FROM A VARIETY OF RESOURCES AND OPPORTUNITIES, INCLUDING ACCESS TO AERA'S PUBLICATIONS; REDUCED REGISTRATION FEES FOR THE ANNUAL AERA CONFERENCE; PROFESSIONAL DEVELOPMENT AND TRAINING OPPORTUNITIES; NETWORKING OPPORTUNITIES WITH SCHOLARS AND PRACTITIONERS IN THE FIELD OF EDUCATION RESEARCH; ELIGIBILITY TO SERVE ON AERA COMMITTEES, BOARDS, AND LEADERSHIP POSITIONS; AND REGULAR UPDATES ON EDUCATION RESEARCH, POLICY DEVELOPMENTS, AND FUNDING OPPORTUNITIES. AERA SUPPORTS A ROBUST NETWORK OF SPECIAL INTEREST GROUPS (SIGS), WHICH FOCUS ON SPECIFIC AREAS OF EDUCATION RESEARCH. THESE GROUPS ENABLE AERA MEMBERS TO CONNECT, COLLABORATE, AND SHARE RESOURCES RELATED TO THEIR SPECIFIC INTERESTS. EACH SIG IS GOVERNED BY ELECTED OFFICERS AND OPERATES UNDER GUIDELINES ESTABLISHED BY AERA. SIG MEMBERS PARTICIPATE IN THE SELECTION OF LEADERSHIP AND HAVE A VOICE IN SHAPING THE GROUP'S DIRECTION AND ACTIVITIES. THE ACTIVE PARTICIPATION OF AERA'S MEMBERS AND SIGS CONTRIBUTES TO THE BROADER EDUCATION RESEARCH COMMUNITY AS MEMBERS ENGAGE IN COLLABORATIVE PROJECTS, ANNUAL MEETING SESSIONS AND ACTIVITIES, AS WELL AS ADVOCATE FOR POLICIES THAT SUPPORT EDUCATION RESEARCH, AND MENTOR EMERGING RESEARCHERS. THIS COLLECTIVE EFFORT ENHANCES THE QUALITY AND IMPACT OF EDUCATION RESEARCH ACROSS DIVERSE CONTEXTS. 881770 191927 EDUCATION RESEARCH AND RESEARCH ADVANCEMENT: AERA PURSUES PROJECTS, INITIATIVES, AND ACTIVITIES TO ADVANCE THE FIELD OF EDUCATION RESEARCH, PROMOTE CUTTING-EDGE LINES OF STUDY, AND DEEPEN KNOWLEDGE ABOUT EDUCATION RESEARCH AS A DISCIPLINE, PROFESSION, AND FIELD. KEY ACTIVITIES INCLUDE AERA'S RESEARCH CONFERENCES PROGRAM, WHICH AWARDS GRANTS FOR CONFERENCES INTENDED TO BREAK NEW GROUND IN SUBSTANTIVE AREAS OF INQUIRY, STIMULATE NEW LINES OF STUDY ON ISSUES THAT HAVE BEEN LARGELY UNEXPLORED, OR DEVELOP INNOVATIVE RESEARCH METHODS OR TECHNIQUES THAT CAN CONTRIBUTE TO EDUCATION RESEARCH, INTERNATIONAL ACTIVITIES, AND AERA'S EDUCATION RESEARCH SERVICE PROJECTS PROGRAM, WHICH IS DESIGNED TO ENCOURAGE EDUCATION RESEARCHERS TO OFFER THEIR PRO BONO EXPERTISE TO EDUCATIONAL ORGANIZATIONS, INSTITUTIONS, OR OTHER COMMUNITY GROUPS THAT HAVE IDENTIFIED AND EXPRESSED A NEED FOR SUCH ASSISTANCE. 708636 1427382 PUBLICATIONS: AERA OFFERS A COMPREHENSIVE PROGRAM OF SCHOLARLY PUBLICATIONS TO ADVANCE EDUCATION RESEARCH, TO DISSEMINATE KNOWLEDGE, AND TO IMPROVE THE CAPACITY OF THE PROFESSION TO SERVE THE PUBLIC GOOD. THE PURPOSES OF THE AERA PUBLICATIONS PROGRAM ARE TO FOSTER RESEARCH AND DISSEMINATE RESULTS TO MEMBERS, PROFESSIONALS IN RELATED DISCIPLINES, EDUCATORS, AND SOCIETY. IN ADDITION TO PUBLISHING SEVEN JOURNALS, AERA ALSO SERVES AS A PUBLISHER OF BOOKS OF EXCELLENCE AND IMPORTANCE TO THE EDUCATION RESEARCH COMMUNITY, AND TO PRACTITIONERS AND POLICY MAKERS INTERESTED IN EDUCATION RESEARCH. 3580845 215921 5332559 11489251 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 38 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 0 1 0 0 0 0 1 1 1 1 1 1 0 0 CA X FELICE J LEVINE 2022383200 1430 K STREET NW 1200 WASHINGTON DC 200052528 RICH MILNER PRESIDENT THEN PAST PRES. (TRANS. 05/01/23) 1.00 X X 0 0 0 TYRONE C HOWARD PRES ELECT THEN PRESIDENT (TRANS. 05/01/23) 1.00 X X 0 0 0 JANELLE SCOTT PRESIDENT ELECT (BEGAN 05/01/23) 1.00 X X 0 0 0 NA'ILAH SUAD NASIR PAST PRESIDENT (UNTIL 04/30/23) 1.00 X X 0 0 0 THEODOREA BERRY DIRECTOR (BEGAN 05/01/23) 1.00 X 0 0 0 DORINDA CARTER ANDREWS DIRECTOR (BEGAN 05/01/23) 1.00 X 0 0 0 THANDEKA K CHAPMAN DIRECTOR 1.00 X 0 0 0 LISA DE LA RUE DIRECTOR 1.00 X 0 0 0 ADRIENNE D DIXSON DIRECTOR 1.00 X 0 0 0 KATHERINE M EDMONDSON DIRECTOR 1.00 X 0 0 0 JON HALE DIRECTOR (BEGAN 05/01/23) 1.00 X 0 0 0 CLEVELAND HAYES DIRECTOR (BEGAN 05/01/23) 1.00 X 0 0 0 DIANA E HESS DIRECTOR (UNTIL 04/30/23) 1.00 X 0 0 0 NICOLE JOHNSON DIRECTOR (BEGAN 05/01/23) 1.00 X 0 0 0 KIMBERLY A LAWLESS DIRECTOR 1.00 X 0 0 0 ANDREA LAYTON DIRECTOR (UNTIL 04/30/23) 1.00 X 0 0 0 JENNY J LEE DIRECTOR 1.00 X 0 0 0 TERESA L MCCARTY DIRECTOR (UNTIL 04/30/23) 1.00 X 0 0 0 BRADLEY J MCMILLEN DIRECTOR (UNTIL 04/30/23) 1.00 X 0 0 0 JEROME E MORRIS DIRECTOR (UNTIL 04/30/23) 1.00 X 0 0 0 ANNE-MARIE NUNEZ DIRECTOR (BEGAN 05/01/23) 1.00 X 0 0 0 ISABEL NUNEZ DIRECTOR (UNTIL 04/30/23) 1.00 X 0 0 0 MARY PITONIAK DIRECTOR 1.00 X 0 0 0 MARIELA AIME RODRIGUEZ DIRECTOR 1.00 X 0 0 0 KATRINA M SANDERS DIRECTOR (UNTIL 04/30/23) 1.00 X 0 0 0 LINDA T SMITH DIRECTOR 1.00 X 0 0 0 VIRGINIA SNODGRASS RANGEL DIRECTOR (BEGAN 05/01/23) 1.00 X 0 0 0 DANIEL G SOLORZANO DIRECTOR 1.00 X 0 0 0 MARIANA SOUTO-MANNING DIRECTOR 1.00 X 0 0 0 VERONICA E VALDEZ DIRECTOR 1.00 X 0 0 0 SHENEKA M WILLIAMS DIRECTOR 1.00 X 0 0 0 FELICE J LEVINE EXECUTIVE DIRECTOR 37.50 X 363863 0 50858 NORMAN TENORIO DIRECTOR OF FINANCE & ADMINISTRATION 37.50 X 144757 0 31520 PHOEBE STEVENSON SENIOR ADVISOR 37.50 X 184742 0 24580 TONY PALS DIRECTOR OF COMMUNICATIONS/OUTREACH 37.50 X 173817 0 32125 LORI D HILL ASSOC. EXEC. DIR., PROGRAMS & POLICY 37.50 X 167847 0 31570 GEORGE WIMBERLY DIRECTOR OF PROFESSIONAL DEVELOPMENT 37.50 X 167697 0 31520 NATHAN BELL DIRECTOR OF GOVERNANCE 37.50 X 142216 0 22192 1344939 0 224365 8 0 1 0 0 712069 463058 1175127 ANNUAL MEETING 900099 3810082 3810082 MEMBERSHIP DUES 900099 3792157 3792157 PUBLICATIONS 900099 195225 195225 MANAGEMENT FEES 900099 97825 97825 REGISTRATION FEES 900099 79175 79175 7974464 689948 689948 1438528 1232157 206371 26010 0 26010 26010 26010 3450000 1982488 1467512 1467512 1467512 12771589 9206621 0 2389841 852722 852722 216912 216912 8228 8228 590999 207361 383638 3066022 2490669 575353 175692 136525 39167 254641 184587 70054 183457 123998 59459 67256 9275 57981 55431 55431 95811 95811 1268090 1123909 144181 6169 6169 424506 350151 74355 693897 456702 237195 851581 814696 36885 3061710 3016930 44780 481449 351273 130176 98754 21499 77255 CREDIT CARD FEES 291961 291786 175 PUBLICATIONS 226980 226545 435 LICENSES AND FEES 186905 60442 126463 HONORARIA 140335 140335 522843 398537 124306 13822351 11489251 2333100 0 1067830 1333732 720695 5742598 180272 80705 342368 243816 204912 245616 15397210 4955168 10873187 10442042 19318970 13077267 110444 84161 32818678 31249937 600486 426581 2069792 1914069 3577975 3247337 6248253 5587987 X 25241415 24315893 1329010 1346057 26570425 25661950 32818678 31249937 -1050762 142287 0 X 0 1 X 1 0 X 1024847 1185688 1749917 1473241 1175127 6608820 9450888 5953654 6004373 8432230 9206621 39047766 10475735 7139342 7754290 9905471 10381748 45656586 25154 15580 20576 20836 22430 104576 1451435 1316848 1202238 1501352 1645970 7117843 1476589 1332428 1222814 1522188 1668400 7222419 38434167 929712 798854 754916 970498 922329 4376309 929712 798854 754916 970498 922329 4376309 7184 410 7594 11412631 7938606 8509206 10875969 11304077 50040489 0.76810 0.77280 0.08750 0.08420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 35435 35435 13691106 13726541 836327 209082 0 0 556256 599584 788062 836327 2780229 4170344 39752 30709 29697 35435 135593 139064 149896 197016 209082 695058 1042587 1475974 1475974 12032279 3543827 8488452 536441 488343 48098 1352516 922998 429518 10442042 12818065 142287 142287 12675778 95811 95811 12771589 13726540 0 13726540 95811 95811 13822351 1 0 0 0 0 0 0 0 0 0 NORTH AMERICA RESEARCH 6228 WIRE 0 1 0 1 0 0 0 0 0 PART I, LINE 2: SEPARATE PROJECT ACCOUNTING CODES ARE USED TO TRACK EACH GRANT'S FINANCIAL ACTIVITIES. DEPENDING ON THE GRANT, EITHER THE PROGRAM MANAGER (PM)/PROGRAM DIRECTOR (PD) OR THE PRINCIPAL INVESTIGATOR (PI) MONITOR EXPENDITURES AND REVIEW ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE PROPERLY CHARGED TO THE APPLICABLE PROJECTS. ANY EXPENSE REIMBURSEMENTS PAID TO THE PM/PD REQUIRE THE PI'S APPROVAL. ANY REIMBURSEMENTS PAID TO THE PI REQUIRE ANOTHER NON-PI EXECUTIVE STAFF'S APPROVAL. MONTHLY FINANCIAL STATEMENTS ARE PRODUCED. ANNUAL REPORTS ARE SUBMITTED TO THE GRANTING AGENCY AS REQUIRED. FINANCIAL STATEMENTS ARE PREPARED BY THE DIRECTOR OF FINANCE AND ADMINISTRATION AND REVIEWED BY THE PI OR THE PM/PD. BUDGET AND EXPENDITURE MONITORING: THE PM/PD AND/OR PI REVIEWS ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE CHARGED AND ALLOCATED TO THE PROPER PROJECTS. THE PM/PD AND/OR PI ARE RESPONSIBLE FOR MONITORING EXPENSES CHARGED TO PROJECT ACCOUNTS. THE BUSINESS OFFICE STAFF PROCESSES ALL PAYMENT REQUESTS AND REVIEWS FOR ALLOWABILITY AND OMB UNIFORM GUIDANCE 2 CFR PART 200 COMPLIANCE. THE DIRECTOR OF FINANCE AND ADMINISTRATION UPDATES THE GRANT FINANCIAL REPORTS TO RECORD MONTHLY ACTIVITIES AND COMPARE ON A MONTHLY BASIS ACTUAL EXPENSES WITH BUDGET. IF THE ASSOCIATION ANTICIPATES HIGHER EXPENSES THAT EXCEED APPROVED BUDGET, IT WILL PROVIDE CONTINUED SUPPORT TO COMPLETE THE PROJECT, UNLESS THE GRANTING AGENCY HAS APPROVED SUPPLEMENTAL FUNDING FOR THE PROJECT. 1 VANDERBILT UNIVERSITY PMB 401591 2301 VANDERBILT PLACE NASHVILLE TN 37240 620476822 501(C)(3) 81000 0 RESEARCH TEACHERS COLLEGE COLUMBIA UNIV 525 W 120TH ST MAILBOX 30 NEW YORK NY 10027 131624202 501(C)(3) 43380 0 RESEARCH UNIVERSITY OF MARYLAND BALTIMORE 220 N ARCH ST BALTIMORE MD 21201 526002033 GOVERNMENT 38500 0 RESEARCH UNIVERSITY OF MICHIGAN 610 E UNIVERSITY 217 SEB ANN ARBOR MI 48109 386006309 501(C)(3) 38258 0 RESEARCH UNIVERSITY OF WISCONSIN 21 N PARK STREET SUITE 6401 MADISON WI 53715 396006492 GOVERNMENT 37500 0 RESEARCH UNIVERSITY OF ILLINOIS 506 S WRIGHT ST URBANA IL 61801 376006007 501(C)(3) 33800 0 RESEARCH PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE 2ND FLOOR CAMBRIDGE MA 02138 042103580 501(C)(3) 32500 0 RESEARCH UNIVERSITY OF CALIFORNIA MERCED 5200 NORTH LAKE RD MERCED CA 95343 270093858 GOVERNMENT 32500 0 RESEARCH JOHNS HOPKINS 3910 KESWICK ROAD N4327B BALTIMORE MD 21211 520595110 501(C)(3) 28967 0 RESEARCH FLORIDA STATE UNIVERSITY 282 CAMPIONS WAY UCA2200 TALLAHASSEE FL 32306 591961248 501(C)(3) 28000 0 RESEARCH UNIVERSITY OF NOTRE DAME CONTROLLERS OFFICE 724 GRACE HALL NOTRE DAME IN 46556 350868188 501(C)(3) 28000 0 RESEARCH THE BOARD OF REGENTS OF THE UNIVERSITY OF NEBRASKA 151 PREM S PAUL RESEARCH CENTER 2200 VINE STREET LINCOLN NE 68583 470049123 501(C)(3) 27028 0 RESEARCH CIVILYTICS CONSULTING LLC 28 RANGELEY ROAD WATERTOWN MD 02472 813604121 OTHER 23000 0 RESEARCH RUTGERS UNIVERSITY 4 HUNTINGTON ST NEW BRUNSWICK NJ 08901 226001086 501(C)(3) 23000 0 RESEARCH NEW YORK UNIVERSITY 105 EAST 17TH STREET 3RD FLOOR NEW YORK NY 10003 135562308 501(C)(3) 22500 0 RESEARCH TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 231352685 501(C)(3) 22499 0 RESEARCH TRUSTEES OF BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 042103545 501(C)(3) 20415 0 RESEARCH TEXAS A&M UNIV 501 INDUSTRIAL BLVD BRYAN TX 77803 756001353 GOVERNMENT 18869 0 RESEARCH FORDHAM UNIVERSITY 441 EAST FORDHAM STREET BRONX NY 10458 131740451 501(C)(3) 17500 0 RESEARCH MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD ROOM 2 EAST LANSING MI 48824 386005984 501(C)(3) 16000 0 RESEARCH THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY 485 BROADWAY REDWOOD CITY CA 94063 941156365 501(C)(3) 15000 0 RESEARCH UNIVERSITY OF CALIFORNIASANTA CRUZ 1156 HIGH STREET SANTA CRUZ CA 95064 941539563 501(C)(3) 15000 0 RESEARCH UNIV OF NEBRASKA AT OMAHA 6001 DODGE STREET EAB 208 OMAHA NE 68182 470049123 501(C)(3) 15000 0 RESEARCH UNIV OF NORTH CAROLINA CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTESVILLE NC 28223 560791228 501(C)(3) 11131 0 RESEARCH UNIVERSITY OF CALIFORNIA RIVERSIDE 900 UNIVERSITY AVE RIVERSIDE CA 92521 956006142 501(C)(3) 11000 0 RESEARCH OHIO STATE UNIVERSITY 29 WEST WOODRUFF AVE COLUMBUS OH 43210 311145986 501(C)(3) 10147 0 RESEARCH NORTH CAROLINA STATE UNIV CAMPUS BOX 7214 RALEIGH NC 27695 566000756 501(C)(3) 10000 0 RESEARCH PENNSYLVANIA STATE UNIVERSITY 227 WEST BEAVER AVENUE SUITE 401 STATE COLLEGE PA 16801 246000376 GOVERNMENT 10000 0 RESEARCH UNIVERSITY OF MASSACHUSETTS BOSTON 100 MORRISSEY BLVD BOSTON MA 02125 043167352 GOVERNMENT 6578 0 RESEARCH WEST VIRGINIA UNIVERSITY ONE WATERFRONT PLACE PO BOX 6005 MORGANTOWN WV 26506 556000842 GOVERNMENT 6500 0 RESEARCH LEHIGH UNIVERSITY 306 SOUTH NEW STREET SUITE 451 BETHLEHEM PA 18015 240795445 501(C)(3) 6250 0 RESEARCH TRUSTEES OF BOSTON UNIVERSITY 881 COMMONWEALTH AVENUE BOSTON MA 02215 042103547 501(C)(3) 6000 0 RESEARCH FLORIDA STATE UNIVERSITY RES FOUNDATION 2010 LEVY AVE TALLAHASSEE FL 32306 593211153 501(C)(3) 6000 0 RESEARCH NORTHERN ILLINOIS UNIVERSITY 203 LOWDEN HALL DEKALB IL 60115 366008480 GOVERNMENT 6000 0 RESEARCH UNIVERSITY OF CALIFORNIA BERKELEY 2195 HEARST AVENUE ROOM 130 BERKELEY CA 94720 946002123 GOVERNMENT 6000 0 RESEARCH UNIVERSITY OF SOUTHERN CALIFORNIA WPH500 MAIL CODE 4035 LOS ANGELES CA 90089 951642394 501(C)(3) 6000 0 RESEARCH 35 1 EDUCATIONAL ADVANCEMENT GRANTS 9 216912 PART I, LINE 2: SEPARATE PROJECT ACCOUNTING CODES ARE USED TO TRACK EACH GRANT'S FINANCIAL ACTIVITIES. DEPENDING ON THE GRANT, EITHER THE PROGRAM MANAGER (PM)/PROGRAM DIRECTOR (PD) OR THE PRINCIPAL INVESTIGATOR (PI) MONITOR EXPENDITURES AND REVIEW ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE PROPERLY CHARGED TO THE APPLICABLE PROJECTS. ANY EXPENSE REIMBURSEMENTS PAID TO THE PM/PD REQUIRE THE PI'S APPROVAL. ANY REIMBURSEMENTS PAID TO THE PI REQUIRE ANOTHER NON-PI EXECUTIVE STAFF'S APPROVAL. MONTHLY FINANCIAL STATEMENTS ARE PRODUCED. ANNUAL REPORTS ARE SUBMITTED TO THE GRANTING AGENCY AS REQUIRED. FINANCIAL STATEMENTS ARE PREPARED BY THE DIRECTOR OF FINANCE AND ADMINISTRATION AND REVIEWED BY THE PI OR THE PM/PD. BUDGET AND EXPENDITURE MONITORING: THE PM/PD AND/OR PI REVIEWS ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE CHARGED AND ALLOCATED TO THE PROPER PROJECTS. THE PM/PD AND/OR PI ARE RESPONSIBLE FOR MONITORING EXPENSES CHARGED TO PROJECT ACCOUNTS. THE BUSINESS OFFICE STAFF PROCESSES ALL PAYMENT REQUESTS AND REVIEWS FOR ALLOWABILITY AND OMB UNIFORM GUIDANCE 2 CFR PART 200 COMPLIANCE. THE DIRECTOR OF FINANCE AND ADMINISTRATION UPDATES THE GRANT FINANCIAL REPORTS TO RECORD MONTHLY ACTIVITIES AND COMPARE ON A MONTHLY BASIS ACTUAL EXPENSES WITH BUDGET. IF THE ASSOCIATION ANTICIPATES HIGHER EXPENSES THAT EXCEED APPROVED BUDGET, IT WILL PROVIDE CONTINUED SUPPORT TO COMPLETE THE PROJECT, UNLESS THE GRANTING AGENCY HAS APPROVED SUPPLEMENTAL FUNDING FOR THE PROJECT. X X X 0 0 0 0 0 0 0 0 0 FELICE J LEVINE EXECUTIVE DIRECTOR 363863 0 0 0 0 0 36303 0 14555 0 414721 0 0 0 PHOEBE STEVENSON SENIOR ADVISOR 184742 0 0 0 0 0 12750 0 11830 0 209322 0 0 0 TONY PALS DIRECTOR OF COMMUNICATIONS/OUTREACH 173817 0 0 0 0 0 17410 0 14715 0 205942 0 0 0 LORI D HILL ASSOC. EXEC. DIR., PROGRAMS & POLICY 167847 0 0 0 0 0 16900 0 14670 0 199417 0 0 0 GEORGE WIMBERLY DIRECTOR OF PROFESSIONAL DEVELOPMENT 167697 0 0 0 0 0 16850 0 14670 0 199217 0 0 0 NORMAN TENORIO DIRECTOR OF FINANCE & ADMINISTRATION 144757 0 0 0 0 0 16850 0 14670 0 176277 0 0 0 NATHAN BELL DIRECTOR OF GOVERNANCE 142216 0 0 0 0 0 14132 0 8060 0 164408 0 0 0 A DISTRICT OF COLUMBIA 536001131 2012-08-16 6900000 REFUND OF 07/26/07 ISSUE 0 0 0 A 3652663 6900000 49306 2007 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 FORM 990, SCHEDULE K, PART IV, LINE 2C: NO REBATE COMPUTATION WAS MADE BECAUSE THERE WERE NO BOND PROCEEDS TO INVEST. SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIB 1233013 SEE BELOW 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: SUBSTANTIAL CONTRIBUTOR(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SUBSTANTIAL CONTRIBUTOR(D) DESCRIPTION OF TRANSACTION: AERA OUTSOURCES THE PUBLICATION OF ITS JOURNALS TO A SUBSTANTIAL CONTRIBUTOR. THIS ORGANIZATION COLLECTS FEES FROM THIRD PARTY USERS AND PASSES AMOUNTS THROUGH TO AERA AS PUBLICATION INCOME AND ROYALTIES. FORM 990, PART IV, QUESTION 28C: IN 2023, AERA HAD BUSINESS TRANSACTIONS WITH AN ENTITY THAT MEETS THE IRS DEFINITION OF AN INTERESTED PERSON (SUBSTANTIAL CONTRIBUTOR) AS SPECIFIED IN THE FORM 990, SCHEDULE L, PART IV INSTRUCTIONS. IN ACCORDANCE WITH THE IRS INSTRUCTIONS, AERA IS FILING A SCHEDULE L TO REPORT A BUSINESS TRANSACTION WITH AN INTERESTED PARTY. AERA DID NOT HAVE A 2023 BUSINESS TRANSACTION WITH ANY ENTITY OF WHICH A CURRENT OR FORMER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE (OR A FAMILY MEMBER THEREOF) WAS AN OFFICER, DIRECTOR, TRUSTEE, OR DIRECT OR INDIRECT OWNER. FORM 990, PART VI, SECTION A, LINE 6 AERA HAS FIVE MEMBER CATEGORIES: REGULAR, EARLY CAREER, AFFILIATE, GRADUATE STUDENT, AND RETIRED. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY IS ELECTED THROUGH A GENERAL ELECTION PROCESS VOTED ON BY THE VOTING MEMBERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIVING THE DRAFT FORM 990 FROM ITS OUTSIDE ACCOUNTANTS, THE ASSOCIATION REVIEWS THE RETURN AND ANY QUESTIONS THAT ARISE DURING THE REVIEW PROCESS ARE DIRECTED BACK TO THE ACCOUNTING FIRM FOR CONFIRMATION OR FURTHER RESOLUTION. UPON SATISFACTION REGARDING THE COMPLETENESS AND ACCURACY OF THE RETURN, THE EXECUTIVE DIRECTOR THEN PROVIDES IT TO THE MEMBERS OF THE EXECUTIVE BOARD PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AERA'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO KEY EMPLOYEES AND DIRECTORS OF THE ASSOCIATION EACH YEAR. THESE OFFICERS ARE BRIEFED ON THE POLICY BY THE EXECUTIVE DIRECTOR AND ARE REQUIRED TO SIGN A FORM ACKNOWLEDGING RECEIPT AND UNDERSTANDING OF THE POLICY AND AGREEMENT TO COMPLY WITH THE POLICY. EMPLOYEES OF AERA ARE ALSO SUBJECT TO THIS POLICY AS OUTLINED IN AERA'S STAFF HANDBOOK, AND THEY SIGN AN EMPLOYEE ACKNOWLEDGEMENT FORM ACKNOWLEDGING RECEIPT AND UNDERSTANDING OF THESE POLICIES UPON HIRE. ALL DELIBERATIVE BODIES ARE REMINDED OF THE CONFLICT OF INTEREST POLICY AND THOSE WITH CONFLICTS OR THE APPEARANCE OF CONFLICTS RECUSE THEMSELVES FROM DELIBERATIONS AND DECISION MAKING. IN AREAS OF UNCERTAINTY, THE EXECUTIVE DIRECTOR PROVIDES ADVICE AND COUNSEL. THE EXECUTIVE DIRECTOR ALSO SERVES AS AERA'S ETHICS OFFICER. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR OF AERA IS DIRECTLY ACCOUNTABLE TO THE ASSOCIATION'S GOVERNING BODY. PERFORMANCE REVIEWS FOR THIS INDIVIDUAL ARE PERFORMED BY A REVIEW COMMITTEE COMPRISED OF THE PAST PRESIDENT, THE PRESIDENT AND THE PRESIDENT-ELECT, WITH THE PAST PRESIDENT SERVING AS CHAIR. SALARY SURVEYS FROM THE GEOGRAPHICAL LOCATION AND OTHER CONTEMPORANEOUS INFORMATION ARE PROVIDED TO MEMBERS OF THE EXECUTIVE BOARD (EB) FOR THEIR REVIEW. THE EB DETERMINES THE EXECUTIVE DIRECTOR'S MERIT INCREASES AND SALARY LEVELS BASED ON THE INFORMATION AVAILABLE AND RECOMMENDATIONS FROM THE REVIEW COMMITTEE. THE REVIEW AND DECISION OF THE EB IS DOCUMENTED IN A COMMUNICATION PROVIDED TO THE EXECUTIVE DIRECTOR WITH A STATEMENT REGARDING ANY MERIT INCREASE. IN YEARS WHERE THERE IS A MERIT INCREASE, THIS STATEMENT IS FORWARDED TO THE DIRECTOR OF FINANCE AND ADMINISTRATION. THE MOST RECENT SALARY REVIEW FOR THE EXECUTIVE DIRECTOR TOOK PLACE IN FEBRUARY 2023. THE MOST RECENT SALARY REVIEW FOR THE DIRECTOR OF FINANCE AND ALL OTHER EMPLOYEES TOOK PLACE IN DECEMBER 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.