Nonprofit · EIN 85-3624930
ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND
Tax-exempt · OAKLAND, CA 94607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $29,286,831 | $37,419,289 | -$8,132,458 | $51,592,457 | $5,629,770 | $45,962,687 |
| December 31, 2023 | 990 | $28,731,484 | $30,804,615 | -$2,073,131 | $55,861,921 | $2,474,505 | $53,387,416 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $27,475,000
- Program service revenue
- $0
- Investment income
- $1,809,545
- Other revenue
- $2,286
Expenses
- Grants and similar amounts paid
- $326,867
- Compensation of officers, directors and key employees
- $1,571,886
- Other salaries and wages
- $6,852,680
- Salaries, compensation and benefits (total)
- $10,899,995
- Professional fundraising fees
- $0
- Legal fees
- $17,820
- Accounting fees
- $52,016
- Occupancy
- $1,708
- Travel
- $619,634
- Program services (functional)
- $33,552,516
- Management and general (functional)
- $3,304,997
- Fundraising (functional)
- $561,776
Balance sheet and other
- Total assets, start of year
- $55,861,921
- Total assets, end of year
- $51,592,457
- Total liabilities, end of year
- $5,629,770
- Net assets, end of year
- $45,962,687
- Publicly traded securities
- $774,066
- Net assets without donor restrictions
- $37,389,237
- Net assets with donor restrictions
- $8,573,450
- Gross receipts
- $29,286,831
- Employees
- 66
- Volunteers
- 7
- Year formed
- 2020
- State of legal domicile
- CA
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 |
|---|---|---|---|---|
| AUDITI CHAKRAVARTY | CHIEF EXECUTIVE OFFICER Officer | 40 | $449,322 | $35,986 |
| TEMPLE S LOVELACE | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $257,469 | $37,813 |
| CHRISTOPHER LIANG-VERGARA | CHIEF LEARNING OFFICER Key employee | 40 | $277,197 | $15,772 |
| REBECCA KOCKLER EASTERLING | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $253,854 | $35,999 |
| MARVIN SMITH | CHIEF PUBLIC AFFAIRS/DEV. OFFICER Key employee | 40 | $258,651 | $30,462 |
| ELDA BEKI BAHAR-ENGLER | COO/SECRETARY/TREASURER Officer | 40 | $241,303 | $43,921 |
| AUBREY FRANCISCO | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $222,960 | $28,803 |
| MICHELLE TIU | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $205,172 | $27,876 |
| YASMENE MUMBY | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $201,434 | $29,274 |
| SASHA RABKIN START 512024 | CHIEF PROGRAM INNOVATION & STRATEGY Key employee | 40 | $198,263 | $21,010 |
| JIM SHELTON | BOARD MEMBER, CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| NAILAH NASIR | BOARD MEMBER, CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANA PONCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CASSANDRA HERRING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BROR SAXBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF LIVINGSTON | BOARD MEMBER Trustee or director | 1 | $0 |
| PARAG PATHAK | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AUDITI CHAKRAVARTY | CHIEF EXECUTIVE OFFICER Officer | 40 | $315,000 | $28,815 |
| MELINA UNCAPHER | CHIEF OF RESEARCH & DEVELOPMENT (THRU 12/23) Key employee | 40 | $316,034 | $25,986 |
| ELDA BEKI BAHAR-ENGLER | COO/SECRETARY/TREASURER Officer | 40 | $278,775 | $41,746 |
| MARVIN SMITH | CHIEF PUBLIC AFFAIRS/DEV. OFFICER Key employee | 40 | $267,727 | $35,314 |
| TEMPLE S LOVELACE | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $267,727 | $29,658 |
| REBECCA KOCKLER EASTERLING | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $253,821 | $31,740 |
| AUBREY FRANCISCO | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $256,208 | $28,404 |
| CHRISTOPHER LIANG-VERGARA | CHIEF LEARNING OFFICER Key employee | 40 | $267,727 | $15,266 |
| BRANDY NELSON | ACADEMIC DIRECTOR Highest-paid employee | 40 | $220,375 | $17,528 |
| LAUREN LAN KO UYESHIRO | DIRECTOR OF PRODUCT Highest-paid employee | 40 | $215,000 | $10,750 |
| BROR SAXBERG | INTERIM CEO(01/23 TO 03/23)/BOARD MEMBER Trustee or director, Officer | 40 | $72,417 | $4,173 |
| STACEY CHILDRESS | CEO/BOARD PRESIDENT (THRU 1/23) Officer | 40 | $69,790 | $4,983 |
| CASSANDRA HERRING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFF LIVINGSTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NAILAH NASIR | BOARD MEMBER/CO-CHAIR Trustee or director | 1 | $0 | $0 |
| LISETTE NIEVES | BOARD MEMBER (THRU 6/23) Trustee or director | 1 | $0 | $0 |
| PARAG A PATHAK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANA PONCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIM SHELTON | BOARD MEMBER/CO-CHAIR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 66 FRANKLIN ST STE 300, OAKLAND, CA 94607-3734
- Mailing address (990-N for 2020)
- 1616 FRANKLIN ST 2ND FLOOR, OAKLAND CA 94612
- Principal officer (990 for 2024)
- AUDITI CHAKRAVARTY, 66 FRANKLIN ST 300, OAKLAND, CA 94607
- Principal officer (990-N for 2020)
- DARYL PEAGLER, 1616 FRANKLIN ST 2ND FLOOR, OAKLAND CA 94612
- Signed the 990
- AUDITI CHAKRAVARTY, CEO
- Phone
- (510) 488-5746
- Website
- HTTPS://WWW.AERDF.ORG/
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 85-3624930 or by the name ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
AERDF WILL CONDUCT INCLUSIVE RESEARCH AND DEVELOPMENT PROGRAMS SO THAT DIVERSE TEAMS OF EDUCATORS, RESEARCHERS AND DEVELOPERS CAN TACKLE INTRACTABLE TEACHING AND LEARNING CHALLENGES THAT DISPROPORTIONATELY AFFECT BLACK AND LATINO STUDENTS, AND (CONTINUED ON SCHEDULE O) STUDENTS OF ALL RACES EXPERIENCING POVERTY.
Program accomplishments
- READING REIMAGINED IS OUR R&D PROGRAM THAT AIMS TO END ILLITERACY. WITH A FOCUS ON THE NEEDS OF OLDER ELEMENTARY STUDENTS WHO ARE NOT READING AT GRADE LEVEL AND NEED TO DEVELOP FOUNDATIONAL READING SKILLS, READING REIMAGINED RESEARCHES AND DESIGNS CLASSROOM-READY SOLUTIONS THAT SUPPORT THE LINGUISTIC AND DEVELOPMENTAL NEEDS OF OLDER ELEMENTARY READERS. READING REIMAGINED GENERATED PEER-REVIEWED RESEARCH THAT CHALLENGED CONVENTIONAL LITERACY ASSUMPTIONS BY TACKLING ONE OF EDUCATION'S MOST PERSISTENT AND UNDERRESEARCHED BARRIERS, THE "DECODING THRESHOLD", THE POINT AT WHICH STUDENTS CAN RECOGNIZE AND SOUND OUT WORDS ACCURATELY AND EFFICIENTLY, IN PARTNERSHIP WITH ETS, STANFORD UNIVERSITY, AND 200,000+ LEARNERS. ALSO WITH STANFORD UNIVERSITY, READING REIMAGINED ACCELERATED THE (CONTINUED ON SCHEDULE O) DEVELOPMENT OF A FREE LITERACY ASSESSMENT PLATFORM APPROVED AS A STATEWIDE READING SCREENER IN CALIFORNIA, MINNESOTA, AND OHIO THAT IS NOW AVAILABLE TO 40,000+ LEARNERS AND DEMONSTRATED BREAKTHROUGH-LEVEL EFFECT SIZES (COHEN'S D = 0.65-1.00) FOR A NOVEL INTERVENTION THAT HELPS OLDER ELEMENTARY STUDENTS PRACTICE BREAKING DOWN, IDENTIFYING WORDS, AND SPELLING WORDS WITH MULTIPLE SYLLABLES, PREFIXES, AND SUFFIXES.Expenses $13,209,821 · grants $10,000
- EF+MATH IS OUR INAUGURAL R&D PROGRAM EXPLORING HOW STRENGTHENING STUDENTS' EXECUTIVE FUNCTION SKILLS CAN HELP STUDENTS MANAGE THEIR THOUGHTS, EMOTIONS, AND BEHAVIOR WHILE THEY LEARN MATH. WITH A FOCUS ON MATHEMATICAL CONCEPTUAL UNDERSTANDING AND COMPLEX PROBLEM-SOLVING, EF+MATH SEEKS TO CREATE INNOVATIVE APPROACHES TO TEACHING AND LEARNING MATH THAT HELP ALL STUDENTS THRIVE. EF+MATH CREATED A NEW FIELD AT THE INTERSECTION OF EXECUTIVE FUNCTION AND MATH LEARNING; PUBLISHED 70+ RESEARCH ARTICLES, AND CREATED AN EXTENSIVE STUDENT DATASET OF 10,000+ FOR ONGOING RESEARCH. THE EF+MATH SUPPORTED INVENTIONS DEMONSTRATED STATISTICALLY SIGNIFICANT GAINS ACROSS 113 SCHOOLS AND 33 DISTRICTS THROUGH THREE OF ITS PROTOTYPES. THEY ARE SUPPORTED BY A CROSS-SECTOR COMMUNITY OF 700+ EDUCATORS AND RESEARCHERS (CONTINUED ON SCHEDULE O) WHO'VE ENGAGED 18,000 STUDENTS ACROSS 42 DISTRICTS.Expenses $7,591,153
- ASSESSMENT FOR GOOD IS OUR R&D PROGRAM THAT SEEKS TO TRANSFORM ASSESSMENTS. WITH A FOCUS ON THE IMPORTANT TRANSITION PERIOD FROM AGES 8-13, ASSESSMENT FOR GOOD IS DEVELOPING ASSESSMENTS THAT DELIVER ACCURATE, MEANINGFUL DATA THAT GUIDES INSTRUCTION AND FOSTERS A MORE STUDENT-CENTERED EXPERIENCE AT THE SPEED OF TEACHING AND LEARNING, RATHER THAN AS A RETROSPECTIVE AUDIT. ASSESSMENT FOR GOOD PIONEERED A NEW APPROACH TO ASSESSMENT THAT MEASURES THE SKILLS LEARNERS APPLY TO POWER THEIR LEARNING, INCLUDING METACOGNITION, COLLABORATIVE PROBLEM-SOLVING, AND ADAPTIVE THINKING, PLUS TECHNICAL SKILLS, LIKE THE MECHANICS OF READING, INVENTED NEW ANALYTICAL APPROACHES (A "NEW MATH" OF ASSESSMENT) TO MAKE SENSE OF THE COMPLEX DATA FROM THIS NEW APPROACH TO ASSESSMENT, PROVIDING INFORMATION ABOUT (CONTINUED ON SCHEDULE O) EACH LEARNER WHEN EDUCATORS NEED IT AND SOLUTIONS THAT SUPPORT SELF-DIRECTED STUDENT LEARNING. AND WHILE USING CUTTING EDGE MACHINE LEARNING AND ARTIFICIAL INTELLIGENCE, ASSESSMENT FOR GOOD REDUCED TRADITIONAL ASSESSMENT QUESTION (OR ITEM) DEVELOPMENT BY 75% AND EXPANDED THE POOL OF ITEMS BY 167% IN SIX MONTHS. THE ORGANIZATION DEVELOPED FOUR NEW INTERACTIVE ASSESSMENT INTERFACES THAT INTRODUCE CONVERSATIONAL (OR DIALOGIC) ASSESSMENT THROUGH TEXT CHATS, FUNDAMENTALLY SHIFTING FROM TRADITIONAL TESTING TO NATURAL LEARNING EXPLORATION, ENGAGING OVER 15,000 LEARNERS SO FAR.Expenses $6,936,745 · grants $316,867
- ENTEPRISE PROVIDES PROGRAMATIC SUPPORT TO ITS PROGRAMS BY ACTING AS A BACKBONE IN SUPPORT OF THE ENTIRE RESEARCH OPERATIONS. ENTERPRISE PROVIDES CENTRALIZED SUPPORT IN AREAS LIKE PROCUREMENT MANAGEMENT, COMPLIANCE WITH FUNDER REGULATIONS, FREEING RESEARCHERS TO FOCUS ON THEIR WORK. ADDITIONAL OPERATIONAL SUPPORT COMES FROM THE PROVISION OF SHARED RESOURCES, SUCH AS A DEDICATED IT INFRASTRUCTURE FOR SECURE DATA COLLECTION, LEGAL SUPORT TO ENSURE INFORMED CONSENT AND MAINTAIN PARTICIPANT PRIVACY, A HUMAN RESOURCES DEPARTMENT TO MANAGE STAFFING AND TALENT ACQUISITION FOR PROGRAM TEAMS, AND A COMMUNICATIONS OFFICE TO HANDLE EXTERNAL DISSEMINATION AND STAKEHOLDER ENGAGEMENT.Expenses $5,814,797
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
- 85-3624930
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B05)
- Assets (IRS master file)
- $51,592,457
- Income (IRS master file)
- $29,286,831
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $29,286,831 | $37,419,289 | $51,592,457 | XML |
| 990 | December 2023 | $28,731,484 | $30,804,615 | $55,861,921 | XML |
| 990 | December 2022 | $42,576,164 | $22,843,519 | $57,411,486 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: DARYL PEAGLER | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 85-3624930).
Questions about ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND
- What is the EIN of ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND?
- The employer identification number (EIN) of ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND is 85-3624930.
- Is ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND 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 ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND 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 ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND 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 ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND?
- The 990 for the year ended December 31, 2024 names AUDITI CHAKRAVARTY.
- Who are the officers and directors of ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND?
- The 990 for the year ended December 31, 2024 lists 17 people; 10 received compensation from the organization, the highest $449,322 (AUDITI CHAKRAVARTY, CHIEF EXECUTIVE OFFICER).
- How much revenue does ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $29,286,831, expenses of $37,419,289 and total assets of $51,592,457 at year end.
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