AMERICAN EDUCATIONAL RESEARCH ASSOCIATION (EIN 237003537) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

FELICE J LEVINE

Phone

2022383200

Tax Period

2023-01-01 to 2023-12-31

AMERICAN EDUCATIONAL RESEARCH ASSOCIATION, founded in 1968, is a mid-sized nonprofit in the Education sector that reported $12.8M in total revenue in fiscal year 2023. Net assets of $25.7M represent 24 months of operating reserves.

Mission

SEE PART III, LINE 1.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,175,127

Program Service Revenue $7,974,464

Investment Income $2,157,460

Other Revenue $1,464,538

TOTAL REVENUE $12,771,589

Expense Breakdown

Grants Paid $1,077,862

Salaries & Benefits $4,270,811

Fundraising Expenses $0

Program Expenses $11,489,251

Other Expenses $8,473,678

TOTAL EXPENSES $13,822,351

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,771,589	$12,148,592	+0.1%
Expenses	$13,822,351	$12,878,142	+0.1%
Net Income	$-1,050,762	$-729,550	+0.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$590,998

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICH MILNER PRESIDENT	THEN PAST PRES. (TRANS. 05/01/23)	1.00	Officer Director	$0	$0	$0
TYRONE C HOWARD PRES ELECT	THEN PRESIDENT (TRANS. 05/01/23)	1.00	Officer Director	$0	$0	$0
JANELLE SCOTT	PRESIDENT ELECT (BEGAN 05/01/23)	1.00	Officer Director	$0	$0	$0
NA'ILAH SUAD NASIR	PAST PRESIDENT (UNTIL 04/30/23)	1.00	Officer Director	$0	$0	$0
THEODOREA BERRY	DIRECTOR (BEGAN 05/01/23)	1.00	Director	$0	$0	$0
DORINDA CARTER ANDREWS	DIRECTOR (BEGAN 05/01/23)	1.00	Director	$0	$0	$0
THANDEKA K CHAPMAN	DIRECTOR	1.00	Director	$0	$0	$0
LISA DE LA RUE	DIRECTOR	1.00	Director	$0	$0	$0
ADRIENNE D DIXSON	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE M EDMONDSON	DIRECTOR	1.00	Director	$0	$0	$0
JON HALE	DIRECTOR (BEGAN 05/01/23)	1.00	Director	$0	$0	$0
CLEVELAND HAYES	DIRECTOR (BEGAN 05/01/23)	1.00	Director	$0	$0	$0
DIANA E HESS	DIRECTOR (UNTIL 04/30/23)	1.00	Director	$0	$0	$0
NICOLE JOHNSON	DIRECTOR (BEGAN 05/01/23)	1.00	Director	$0	$0	$0
KIMBERLY A LAWLESS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA LAYTON	DIRECTOR (UNTIL 04/30/23)	1.00	Director	$0	$0	$0
JENNY J LEE	DIRECTOR	1.00	Director	$0	$0	$0
TERESA L MCCARTY	DIRECTOR (UNTIL 04/30/23)	1.00	Director	$0	$0	$0
BRADLEY J MCMILLEN	DIRECTOR (UNTIL 04/30/23)	1.00	Director	$0	$0	$0
JEROME E MORRIS	DIRECTOR (UNTIL 04/30/23)	1.00	Director	$0	$0	$0
ANNE-MARIE NUNEZ	DIRECTOR (BEGAN 05/01/23)	1.00	Director	$0	$0	$0
ISABEL NUNEZ	DIRECTOR (UNTIL 04/30/23)	1.00	Director	$0	$0	$0
MARY PITONIAK	DIRECTOR	1.00	Director	$0	$0	$0
MARIELA AIME RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
KATRINA M SANDERS	DIRECTOR (UNTIL 04/30/23)	1.00	Director	$0	$0	$0
LINDA T SMITH	DIRECTOR	1.00	Director	$0	$0	$0
VIRGINIA SNODGRASS RANGEL	DIRECTOR (BEGAN 05/01/23)	1.00	Director	$0	$0	$0
DANIEL G SOLORZANO	DIRECTOR	1.00	Director	$0	$0	$0
MARIANA SOUTO-MANNING	DIRECTOR	1.00	Director	$0	$0	$0
VERONICA E VALDEZ	DIRECTOR	1.00	Director	$0	$0	$0
SHENEKA M WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
FELICE J LEVINE	EXECUTIVE DIRECTOR	37.50	Officer	$363,863	$50,858	$414,721
NORMAN TENORIO	DIRECTOR OF FINANCE & ADMINISTRATION	37.50	Officer	$144,757	$31,520	$176,277
PHOEBE STEVENSON	SENIOR ADVISOR	37.50	Highest	$184,742	$24,580	$209,322
TONY PALS	DIRECTOR OF COMMUNICATIONS/OUTREACH	37.50	Highest	$173,817	$32,125	$205,942
LORI D HILL	ASSOC. EXEC. DIR., PROGRAMS & POLICY	37.50	Highest	$167,847	$31,570	$199,417
GEORGE WIMBERLY	DIRECTOR OF PROFESSIONAL DEVELOPMENT	37.50	Highest	$167,697	$31,520	$199,217
NATHAN BELL	DIRECTOR OF GOVERNANCE	37.50	Highest	$142,216	$22,192	$164,408

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$12,771,589	$13,822,351	$31,249,937	$-1,050,762
2022	$12,148,592	$12,878,142	$32,818,678	$-729,550
2021	$11,487,379	$8,991,688	$39,874,745	$2,495,691
2020	$8,211,875	$8,125,124	$37,235,882	$86,751
2019	$11,344,436	$10,508,493	$36,557,249	$835,943
2018	$14,797,441	$12,522,380	$31,860,909	$2,275,061

AMERICAN EDUCATIONAL RESEARCH ASSOCIATION