2024-09-25T15:42:47-04:00 2023-12-31 274032675 JBS & COMPANY LLC 101 LOG CANOE CIR STE D STEVENSVILLE MD 21666 990 2023-01-01 581350874 ASSOCIATION FOR EDUCATION FINANCE & POLICY ASSO 7754534080 1344 DISC DRIVE 3091 SPARKS NV 894360684 RICHARD BOWMAN TREASURER 6026441521 2024-09-15 true true J BRIAN STITCHER CPA P00082903 4109566902 2024-09-03 2023 2024-08-08 14:25:15Z X RICHARD BOWMAN 1344 DISC DRIVE 3091 SPARKS NV 89436 658454 false X WWW.AEFPWEB.ORG X 1975 FL AEFP'S SIGNIFICANT ACTIVITIES COMPRISE HOLDING AN ANNUAL CONFERENCE DURING THE SPRING AND PUBLISHING A QUARTERLY JOURNAL, EDUCATION FINANCE AND POLICY. 21 21 2 80 0 293396 358685 274572 298259 173 210 1300 568141 658454 15576 30410 0 16670 79583 0 0 436947 410048 469193 520041 98948 138413 916077 1063660 5798 14968 910279 1048692 X THE ASSOCIATION FOR EDUCATION FINANCE AND POLICY (AEFP) IS DEDICATED TO THE PROMOTION OF RESEARCH AND PARTNERSHIPS THAT CAN INFORM EDUCATION POLICY AND FINANCE AND IMPROVE EDUCATION OUTCOMES. THE AEFP PROMOTES ITS MISSION BY: ENCOURAGING INTELLECTUALLY RIGOROUS EDUCATION FINANCE AND POLICY-RELATED INQUIRY AND SCHOLARSHIP CAPABLE OF IMPROVING UNDERSTANDING AND PRACTICE. DISSEMINATING THEORETICAL AND PRACTICALLY USEFUL KNOWLEDGE. STIMULATING RESPONSIBLE PUBLIC AND PROFESSIONAL DELIBERATION AND DEBATE REGARDING FINDINGS, PRACTICAL POLICY APPLICATIONS, AND RESEARCH METHODS. EXPANDING THE SPECTRUM OF SCHOLARS AND PRACTITIONERS FROM MULTIPLE INTELLECTUAL DISCIPLINES AND PROFESSIONAL FIELDS EXAMINING EDUCATION FINANCE AND POLICY. WELCOMING EARLY CAREER SCHOLARS AND PRACTITIONERS INTO CONVERSATIONS ABOUT EDUCATION FINANCE AND POLICY AND FOSTERING AN ATMOSPHERE OF INCLUSION AND RESPECT. CENTERING JUSTICE, EQUITY, DIVERSITY, AND INCLUSION IN THE WORK OF THE ORGANIZATION TO ENSURE THAT ALL VOICES false false 262093 288634 MORE THAN 600 CONFERENCE PARTICIPANTS CONDUCT RESEARCH IN P-20 EDUCATION FINANCE AND POLICY, PRESENTED AT THE ANNUAL CONFERENCE. THESE RESEARCHERS MAY BE POLICYMAKERS AT THE LOCAL, STATE, AND FEDERAL AGENCIES, IN TEACHER ASSOCIATIONS, AT UNIVERSITIES, THINK TANKS, AND NON PROFITS WORKING AS EDUCATORS, ECONOMISTS, POLITICAL SCIENTISTS, PUBLIC ADMINISTRATORS AND HIGHER EDUCATION FACULTY IN THOSE FIELDS. TOPIC AREAS ARE EDUCATOR LABOR MARKETS AND EFFECTIVENESS, SCHOOL EFFECTIVENESS, AND SCHOOL FINANCE. THE RELATIVELY SMALL SIZE OF THE CONFERENCE ALLOWS FOR AND ACTIVELY ENCOURAGES MEANINGFUL AND COLLEGIAL ENGAGEMENT FOR ALL ITS ATTENDEES, REGARDLESS OF CAREER PATHS, SENIORITY, ETC. THE CONFERENCE IS AEFR'S PRIMARY MODE OF ENGAGEMENT, INCLUDING A PLENARY TO PROVIDE ANOTHER OPPORTUNITY FOR MEMBERS TO INTERACT AND VISIT OUTSIDE OF PAPER SESSIONS. 45547 9625 AEFP PUBLISHES THROUGH MIT PRESS A QUARTERLY JOURNAL, EDUCATION FINANCE & POLICY, FOR ITS MEMBERS AND TO UNIVERSITY LIBRARIES, FOUNDED IN 2005-2006. AEFP HAS HAD A LONG STANDING EXTERNAL SUPPORT GRANT TO AID EXPENSES AS THE JOURNAL DEVELOPS. SINCE 2013, THE FIRST YEAR THAT THE JOURNAL RECEIVED AN IMPACT FACTOR, THE FACTOR HAS BEEN STEADILY INCREASING. 66156 30410 AEFP PROVIDES TRAVEL GRANTS, OUTSTANDING DISSERTATION AWARDS AND RESEARCH GRANTS TO GRADUATE STUDENTS AND EARLY CAREER SCHOLARS. 373796 true true false false false false false false false false false false false false false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false true 6 0 2 true false false false false false false false false X 21 21 false false false false true true false true true false false true true true true false false false false false X LYDIA ROSS 3036818695 2487 S GILBERT RD STE 106 282 GILBERT AZ 85925 ROBERTA HERMAN EXECUTIVE DI 40.00 X 40880 0 1120 ANJALI ADUKA BOARD MEMBER 1.00 X 0 0 0 TOMMASO AGASISTI BOARD MEMBER 1.00 X 0 0 0 KYLE ARNONE BOARD MEMBER 1.00 X 0 0 0 RACHEL BAKER BOARD MEMBER 1.00 X 0 0 0 RICHARD BOWMAN TREASURER 2.00 X X 0 0 0 TOLANI BRITTON BOARD MEMBER 1.00 X 0 0 0 COLIN CHELLMAN PRESIDENT 2.00 X X 0 0 0 TINA COLLINS BOARD MEMBER 1.00 X 0 0 0 MATTHEW DUQUE BOARD MEMBER 1.00 X 0 0 0 LI FENG BOARD MEMBER 1.00 X 0 0 0 JOSHUA GOODMAN BOARD MEMBER 1.00 X 0 0 0 JASON GRISSOM PAST-PRESIDE 1.00 X 0 0 0 AYESHA HASHIM BOARD MEMBER 1.00 X 0 0 0 CARA JACKSON PRESIDENT-EL 3.00 X X 0 0 0 CONSTANCE LINDSAY BOARD MEMBER 1.00 X 0 0 0 STACEY PELIKA BOARD MEMBER 1.00 X 0 0 0 KRYSTAFER REDDEN BOARD MEMBER 1.00 X 0 0 0 SHANNA RICKETTS BOARD MEMBER 1.00 X 0 0 0 BETH SCHUELER BOARD MEMBER 1.00 X 0 0 0 LUCY SORENSEN BOARD MEMBER 1.00 X 0 0 0 JON VALANT BOARD MEMBER 1.00 X 0 0 0 40880 1120 false false true 114502 244183 358685 ANNUAL CONFERENCE 900099 288634 288634 JOURNAL 511190 9625 9625 298259 210 210 MISCELLANEOUS OTHER INCOME 1300 1300 1300 658454 299769 30410 30410 40880 40880 25336 25336 1120 1120 6586 6586 5661 5661 19417 19417 3038 3038 11700 11700 36668 35607 1061 3419 2350 1069 14657 14657 1931 1931 10439 8854 1585 211251 200855 10396 4578 189 4389 PUBLICATION AND RESEARCH 43197 43197 AWARDS/HONORARIA 35746 35746 BANK SERVICE CHARGES 13517 13517 FILING FEES 490 490 520041 373796 146245 0 661878 799251 254199 254409 10000 916077 1063660 5798 14968 5798 14968 X 910279 1048692 910279 1048692 916077 1063660 138413 X false false false X 163116 183680 192917 293396 358685 1191794 241948 209604 210405 274572 299769 1236298 405064 393284 403322 567968 658454 2428092 2428092 1705 9748 371 173 210 12207 1705 9748 371 173 210 12207 406769 403032 403693 568141 658664 2440299 0.99500 0.98970 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false AWARDS 2 2000 TRAVEL GRANTS 68 28410 false false false false false false false false false ROBERTA HERMAN EXECUTIVE DIRECTOR 40880 1120 42000 FORM 990 - ORGANIZATION'S MISSION THE ASSOCIATION FOR EDUCATION FINANCE AND POLICY (AEFP) IS DEDICATED TO THE PROMOTION OF RESEARCH AND PARTNERSHIPS THAT CAN INFORM EDUCATION POLICY AND FINANCE AND IMPROVE EDUCATION OUTCOMES. THE AEFP PROMOTES ITS MISSION BY: ENCOURAGING INTELLECTUALLY RIGOROUS EDUCATION FINANCE AND POLICY-RELATED INQUIRY AND SCHOLARSHIP CAPABLE OF IMPROVING UNDERSTANDING AND PRACTICE. DISSEMINATING THEORETICAL AND PRACTICALLY USEFUL KNOWLEDGE. STIMULATING RESPONSIBLE PUBLIC AND PROFESSIONAL DELIBERATION AND DEBATE REGARDING FINDINGS, PRACTICAL POLICY APPLICATIONS, AND RESEARCH METHODS. EXPANDING THE SPECTRUM OF SCHOLARS AND PRACTITIONERS FROM MULTIPLE INTELLECTUAL DISCIPLINES AND PROFESSIONAL FIELDS EXAMINING EDUCATION FINANCE AND POLICY. WELCOMING EARLY CAREER SCHOLARS AND PRACTITIONERS INTO CONVERSATIONS ABOUT EDUCATION FINANCE AND POLICY AND FOSTERING AN ATMOSPHERE OF INCLUSION AND RESPECT. CENTERING JUSTICE, EQUITY, DIVERSITY, AND INCLUSION IN THE WORK OF THE ORGANIZATION TO ENSURE THAT ALL VOICES ARE HEARD AND VALUED IN DISCOURSE RELATED TO EDUCATION FINANCE AND POLICY. ENCOURAGING DEVELOPMENT AND EXPANSION OF AN INTERNATIONAL AND INTERDISCIPLINARY COMMUNITY OF SCHOLARS, POLICY ANALYSTS, AND PROFESSIONAL PRACTITIONERS CONCERNED WITH EDUCATION FINANCE AND POLICY AS A FIELD OF SCHOLARSHIP AND PROFESSIONAL ACTIVITY. FORM 990, PAGE 2, PART III, LINE 4A MORE THAN 600 CONFERENCE PARTICIPANTS CONDUCT RESEARCH IN P-20 EDUCATION FINANCE AND POLICY, PRESENTED AT THE ANNUAL CONFERENCE. THESE RESEARCHERS MAY BE POLICYMAKERS AT THE LOCAL, STATE, AND FEDERAL AGENCIES, IN TEACHER ASSOCIATIONS, AT UNIVERSITIES, THINK TANKS, AND NON PROFITS WORKING AS EDUCATORS, ECONOMISTS, POLITICAL SCIENTISTS, PUBLIC ADMINISTRATORS AND HIGHER EDUCATION FACULTY IN THOSE FIELDS. TOPIC AREAS ARE EDUCATOR LABOR MARKETS AND EFFECTIVENESS, SCHOOL EFFECTIVENESS, AND SCHOOL FINANCE. THE RELATIVELY SMALL SIZE OF THE CONFERENCE ALLOWS FOR AND ACTIVELY ENCOURAGES MEANINGFUL AND COLLEGIAL ENGAGEMENT FOR ALL ITS ATTENDEES, REGARDLESS OF CAREER PATHS, SENIORITY, ETC. THE CONFERENCE IS AEFR'S PRIMARY MODE OF ENGAGEMENT, INCLUDING A PLENARY TO PROVIDE ANOTHER OPPORTUNITY FOR MEMBERS TO INTERACT AND VISIT OUTSIDE OF PAPER SESSIONS. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A YES FORM 990, PAGE 6, PART VI, LINE 11B ACCOUNTING INFORMATION IS PROVIDED TO A CERTIFIED PUBLIC ACCOUNTING FIRM, WHO PREPARES FORM 990 AND ITS RELATED SCHEDULES. A DRAFT OF THE RETURN IS DISTRIBUTED TO ALL THE MEMBERS OF THE BOARD AND IS APPROVED BY THE BOARD'S FINACE AND EXECUTIVE COMMITTEES BEFORE BEING SUBMITTED. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD APPROVED A CONFLICT OF INTEREST POLICY IN 2013. EACH BOARD MEMBER IS REQUIRED TO SIGN A COPY OF THE POLICY ON AN ANNUAL BASIS. THE SIGNED COPIES ARE RETAINED BY THE EXECUTIVE DIRECTOR AS PART OF THE AEFP'S PERMANENT FILES. A BOARD MEMBER IS TO NOTIFY THE PRESIDENT AND EXECUTIVE DIRECTOR IF THE MEMBER BELIEVE THAT A CONFLICT OF INTEREST MAY OCCUR. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST DOCUMENTS ARE PROVIDED. ADDITIONALLY, THE CURRENT BOARD MEMBERS AND THEIR TERMS OF OFFICE AND OTHER DOCUMENTS, INCLUDING THE AEFP'S BYLAWS AND CODE OF CONDUCT, ARE AVAILABLE THROUGH THE COMPANY'S WEBSITE.