AMERICAN EVALUATION ASSOCIATION

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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

1986

Legal Domicile

Principal Officer

ANISHA LEWIS

Phone

2023671166

Tax Period

2023-07-01 to 2024-06-30

AMERICAN EVALUATION ASSOCIATION, founded in 1986, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.3M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $4.0M exceeded revenue, resulting in a 19% operating deficit.

Mission

TO IMPROVE EVALUATION PRACTICES AND METHODS, INCREASE EVALUATION USE, PROMOTE EVALUATION AS A PROFESSION AND SUPPORT THE CONTRIBUTION OF EVALUATION TO THE GENERATION OF THEORY AND KNOWLEDGE ABOUT EFFECTIVE HUMAN ACTION.

Program Service Accomplishments

Program 1

Expenses: $1,258,559 Revenue: $1,396,780

THE ANNUAL CONFERENCE: ALLOWS MEMBERS TO MEET FACE-TO-FACE WITH PEERS IN THE PROFESSION OF EVALUATION. ATTENDEES ALSO HAVE THE OPPORTUNITY TO LEARN ABOUT THE NEWEST DEVELOPMENTS AND METHODS IN THE...

THE ANNUAL CONFERENCE: ALLOWS MEMBERS TO MEET FACE-TO-FACE WITH PEERS IN THE PROFESSION OF EVALUATION. ATTENDEES ALSO HAVE THE OPPORTUNITY TO LEARN ABOUT THE NEWEST DEVELOPMENTS AND METHODS IN THE FIELD OF EVALUATION.

Program 2

Expenses: $473,094 Revenue: $450,711

INSTITUTE: THE OVERALL PURPOSE OF THE INITIATIVE IS TO INCREASE THE PARTICIPATION OF EVALUATORS AND ACADEMICS FROM UNDERREPRESENTED GROUPS IN THE PROFESSION OF EVALUATION AND IN THE AMERICAN...

INSTITUTE: THE OVERALL PURPOSE OF THE INITIATIVE IS TO INCREASE THE PARTICIPATION OF EVALUATORS AND ACADEMICS FROM UNDERREPRESENTED GROUPS IN THE PROFESSION OF EVALUATION AND IN THE AMERICAN EVALUATION ASSOCIATION. THE MSI FACULTY INITIATIVE IDENTIFIES THIS GROUP OF POTENTIAL AND PRACTICING EVALUATORS BY DRAWING FROM FACULTY AT MSIS.

Program 3

Expenses: $274,535 Revenue: $308,529

INTERNSHIPS AND STUDENT PROGRAMS: THE GRADUATE EDUCATION DIVERSITY INTERNSHIP PROGRAM PROVIDES PAID INTERNSHIP AND TRAINING OPPORTUNITIES DURING THE ACADEMIC YEAR. THE GEDI PROGRAM WORKS TO ENGAGE...

INTERNSHIPS AND STUDENT PROGRAMS: THE GRADUATE EDUCATION DIVERSITY INTERNSHIP PROGRAM PROVIDES PAID INTERNSHIP AND TRAINING OPPORTUNITIES DURING THE ACADEMIC YEAR. THE GEDI PROGRAM WORKS TO ENGAGE AND SUPPORT STUDENTS FROM GROUPS TRADITIONALLY UNDER-REPRESENTED IN THE FIELD OF EVALUATION.

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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 $19,083

Program Service Revenue $3,125,434

Investment Income $200,285

Other Revenue $1,907

TOTAL REVENUE $3,346,709

Expense Breakdown

Grants Paid $906

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,088,596

Other Expenses $3,966,637

TOTAL EXPENSES $3,967,543

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,346,709	$2,827,120	+0.2%
Expenses	$3,967,543	$3,065,601	+0.3%
Net Income	$-620,834	$-238,481	+1.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CORRIE WHITMORE PHD PRES	UNTIL DEC. 2023, THEN PAST PRES.	15.00	Officer Director	$0	$0	$0
FELICIA BOHANON EDD PRES-	ELECT UNTIL DEC. 2023, THEN PRES.	5.00	Officer Director	$0	$0	$0
VERONICA OLAZABAL	PAST PRESIDENT UNTIL DEC. 2023	5.00	Officer Director	$0	$0	$0
KAREN JACKSON PHD	PRESIDENT-ELECT AS OF JAN. 2024	5.00	Officer Director	$0	$0	$0
THOMAS CHAPEL	TREASURER	5.00	Officer Director	$0	$0	$0
KATHERINE TIBBETTS PHD	DIRECTOR	5.00	Director	$0	$0	$0
MONICA RUIZ-CASARES	DIRECTOR	5.00	Director	$0	$0	$0
TOM ARCHIBALD PHD	DIRECTOR	5.00	Director	$0	$0	$0
CYNTHIA PHILLIPS	DIRECTOR	5.00	Director	$0	$0	$0
SEBASTIAN LEMIRE	DIRECTOR	5.00	Director	$0	$0	$0
KERRY BRUCE PHD	DIRECTOR	5.00	Director	$0	$0	$0
ESTHER NOLTON PHD	DIRECTOR AS OF JAN. 2024	5.00	Director	$0	$0	$0
AYESHA BOYCE PHD	DIRECTOR AS OF JAN. 2024	5.00	Director	$0	$0	$0
BEETA TAHMASSEBI	DIRECTOR AS OF JAN. 2024	5.00	Director	$0	$0	$0
MAURICE SAMUELS PHD	DIRECTOR UNTIL DEC. 2023	5.00	Director	$0	$0	$0
GUILI ZHANG PHD	DIRECTOR UNTIL DEC. 2023	5.00	Director	$0	$0	$0
XIAOXIA NEWTON PHD	DIRECTOR UNTIL DEC. 2023	5.00	Director	$0	$0	$0
ANISHA LEWIS	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0

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
2025	No data	No data	No data	No data
2024	$3,346,709	$3,967,543	$3,306,212	$-620,834
2023	$2,827,120	$3,065,601	$3,500,660	$-238,481
2022	$2,028,086	$2,119,839	$3,903,620	$-91,753
2021	$1,811,378	$1,648,050	$3,991,655	$163,328
2020	$2,598,438	$2,406,988	$3,818,691	$191,450
2019	$2,359,913	$2,534,416	$3,669,763	$-174,503
2018	$2,684,628	$2,689,737	$3,742,483	$-5,109