Nonprofit · EIN 58-1350874
ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC
Tax-exempt · CHARLOTTESVILLE, VA 22903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $514,646 | $632,899 | -$118,253 | $946,610 | $16,171 | $930,439 |
| December 31, 2023 | 990 | $658,454 | $520,041 | $138,413 | $1,063,660 | $14,968 | $1,048,692 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $163,005
- Membership dues
- $141,745
- Program service revenue
- $349,662
- Investment income
- $1,379
- Other revenue
- $600
Expenses
- Grants and similar amounts paid
- $52,281
- Compensation of officers, directors and key employees
- $112,001
- Salaries, compensation and benefits (total)
- $132,384
- Professional fundraising fees
- $0
- Legal fees
- $19,760
- Occupancy
- $1,198
- Travel
- $1,714
- Program services (functional)
- $549,960
- Management and general (functional)
- $76,319
- Fundraising (functional)
- $6,620
Balance sheet and other
- Total assets, start of year
- $1,063,660
- Total assets, end of year
- $946,610
- Total liabilities, end of year
- $16,171
- Net assets, end of year
- $930,439
- Net assets without donor restrictions
- $925,144
- Net assets with donor restrictions
- $5,295
- Gross receipts
- $514,646
- Employees
- 2
- Volunteers
- 80
- Year formed
- 1975
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERTA HERMAN | EXECUTIVE DI Officer | 40 | $108,640 | $3,361 |
| TOMMASO AGASISTI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KYLE ARNONE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RACHEL BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRENDAN BARTANEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RICHARD BOWMAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TOLANI BRITTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TINA COLLINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MATTHEW DUQUE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSHUA GOODMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AYESHA HASHIM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARA JACKSON | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| ANDREW JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAL KURLAENDER | PRESIDENT-EL Trustee or director | 3 | $0 | $0 |
| STACEY PELIKA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRYSTAFER REDDEN | BOARD MEMBER Trustee or director | 1 | $0 |
| SHANNA RICKETTS | BOARD MEMBER Trustee or director | 1 | $0 |
| BETH SCHUELER | BOARD MEMBER Trustee or director | 1 | $0 |
| LUCY SORENSEN | BOARD MEMBER Trustee or director | 1 | $0 |
| JON VALANT | BOARD MEMBER Trustee or director | 1 | $0 |
| ERICKA WEATHERS | BOARD MEMBER Trustee or director | 1 | $0 |
| GEMA ZAMARRO | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERTA HERMAN | EXECUTIVE DI Officer | 40 | $40,880 | $1,120 |
| ANJALI ADUKA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOMMASO AGASISTI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KYLE ARNONE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RACHEL BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RICHARD BOWMAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TOLANI BRITTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| COLIN CHELLMAN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TINA COLLINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MATTHEW DUQUE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LI FENG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSHUA GOODMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JASON GRISSOM | PAST-PRESIDE Trustee or director | 1 | $0 | $0 |
| AYESHA HASHIM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARA JACKSON | PRESIDENT-EL Trustee or director, Officer | 3 | $0 | $0 |
| CONSTANCE LINDSAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STACEY PELIKA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KRYSTAFER REDDEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHANNA RICKETTS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BETH SCHUELER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LUCY SORENSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JON VALANT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 243 RIDGE MCINTIRE RD 1083, CHARLOTTESVILLE, VA 22903-5043
- In care of
- % KATHERINE GRACE KEGLEY
- Principal officer (990 for 2024)
- RICHARD BOWMAN, 1344 DISC DRIVE 3091, SPARKS, NV 89436
- Signed the 990
- RICHARD BOWMAN, TREASURER
- Phone
- (775) 453-4080
- Website
- WWW.AEFPWEB.ORG
- Return prepared by
- JBS & COMPANY LLC
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
Program accomplishments
- MORE THAN 900 PARTICIPANTS ATTENDED AEFP'S 2024 ANNUAL CONFERENCE, WHERE RESEARCHERS AND PRACTITIONERS PRESENTED THEIR WORK ON P-20 EDUCATION FINANCE AND POLICY. CONFERENCE PARTICIPANTS INCLUDE POLICYMAKERS FROM LOCAL, STATE, AND FEDERAL AGENCIES; REPRESENTATIVES FROM TEACHER ASSOCIATIONS; UNIVERSITY FACULTY; RESEARCHERS FROM THINK TANKS AND NONPROFIT ORGANIZATIONS; AND PROFESSIONALS IN FIELDS SUCH AS EDUCATION, ECONOMICS, POLITICAL SCIENCE, PUBLIC ADMINISTRATION, AND HIGHER EDUCATION. MAJOR TOPIC AREAS INCLUDE EDUCATOR LABOR MARKETS AND EFFECTIVENESS, STUDENT OUTCOMES, AND SCHOOL FINANCE. THE CONFERENCE'S RELATIVELY SMALL SIZE FOSTERS MEANINGFUL ENGAGEMENT AMONG ATTENDEES ACROSS CAREER STAGES AND SECTORS. AEFP'S ANNUAL CONFERENCE IS THE ORGANIZATION'S PRIMARY MODE OF MEMBER ENGAGEMENT AND INCLUDES PLENARY SESSIONS AND NETWORKING OPPORTUNITIES THAT FACILITATE COLLABORATION BEYOND PAPER PRESENTATIONS.Expenses $380,372 · revenue $337,845
- AEFP PUBLISHES THROUGH MIT PRESS A QUARTERLY JOURNAL, EDUCATION FINANCE & POLICY, FOR ITS MEMBERS AND TO UNIVERSITY LIBRARIES, FOUNDED IN 2005-2006. THE 2024 IMPACT FACTOR: 2.0 AND THE 2024 GOOGLE SCHOLAR H5-INDEX: 29.Expenses $88,920 · revenue $11,817
- AEFP PROVIDES TRAVEL GRANTS, OUTSTANDING DISSERTATION AWARDS, AND EARLY CAREER AWARDS TO GRADUATE STUDENTS AND EARLY CAREER SCHOLARS.Expenses $80,668 · grants $58,704
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1350874
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $946,610
- Income (IRS master file)
- $514,646
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $514,646 | $632,899 | $946,610 | XML |
| 990 | December 2023 | $658,454 | $520,041 | $1,063,660 | XML |
| 990 | December 2022 | $568,141 | $469,193 | $916,077 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1350874).
Questions about ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC
- What is the EIN of ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC?
- The employer identification number (EIN) of ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC is 58-1350874.
- Is ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC?
- The 990 for the year ended December 31, 2024 names RICHARD BOWMAN.
- Who are the officers and directors of ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC?
- The 990 for the year ended December 31, 2024 lists 22 people; 1 received compensation from the organization, the highest $108,640 (ROBERTA HERMAN, EXECUTIVE DI).
- How much revenue does ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $514,646, expenses of $632,899 and total assets of $946,610 at year end.
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