ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND (EIN 853624930) - 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

2020

Legal Domicile

Principal Officer

AUDITI CHAKRAVARTY

Phone

5104885746

Tax Period

2024-01-01 to 2024-12-31

ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND, founded in 2020, is a mid-sized nonprofit in the Education sector that reported $29.3M in total revenue in fiscal year 2024. Expenses of $37.4M exceeded revenue, resulting in a 28% operating deficit.

Mission

CONDUCT RESEARCH AND DEVELOPMENT THAT WILL YIELD DRAMATIC IMPROVEMENTS IN PUBLIC EDUCATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $27,475,000

Program Service Revenue $0

Investment Income $1,809,545

Other Revenue $2,286

TOTAL REVENUE $29,286,831

Expense Breakdown

Grants Paid $326,867

Salaries & Benefits $10,899,995

Fundraising Expenses $561,776

Program Expenses $33,552,516

Other Expenses $26,192,427

TOTAL EXPENSES $37,419,289

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,286,831	$28,731,484	+0.0%
Expenses	$37,419,289	$30,804,615	+0.2%
Net Income	$-8,132,458	$-2,073,131	+2.9%

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

$770,532

Total Directors

Key Employees

$801,355

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM SHELTON	BOARD MEMBER, CO-CHAIR	1.00	Officer Director	$0	$0	$0
NAILAH NASIR	BOARD MEMBER, CO-CHAIR	1.00	Officer Director	$0	$0	$0
ANA PONCE	BOARD MEMBER	1.00	Director	$0	$0	$0
CASSANDRA HERRING	BOARD MEMBER	1.00	Director	$0	$0	$0
BROR SAXBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF LIVINGSTON	BOARD MEMBER	1.00	Director	$0	$0	$0
PARAG PATHAK	BOARD MEMBER	1.00	Director	$0	$0	$0
AUDITI CHAKRAVARTY	CHIEF EXECUTIVE OFFICER	40.00	Officer	$449,322	$35,986	$485,308
ELDA BEKI BAHAR-ENGLER	COO/SECRETARY/TREASURER	40.00	Officer	$241,303	$43,921	$285,224
SASHA RABKIN START 512024	CHIEF PROGRAM INNOVATION & STRATEGY	40.00	Key Emp	$198,263	$21,010	$219,273
MARVIN SMITH	CHIEF PUBLIC AFFAIRS/DEV. OFFICER	40.00	Key Emp	$258,651	$30,462	$289,113
CHRISTOPHER LIANG-VERGARA	CHIEF LEARNING OFFICER	40.00	Key Emp	$277,197	$15,772	$292,969
TEMPLE S LOVELACE	EXECUTIVE DIRECTOR	40.00	Highest	$257,469	$37,813	$295,282
REBECCA KOCKLER EASTERLING	EXECUTIVE DIRECTOR	40.00	Highest	$253,854	$35,999	$289,853
AUBREY FRANCISCO	EXECUTIVE DIRECTOR	40.00	Highest	$222,960	$28,803	$251,763
MICHELLE TIU	EXECUTIVE DIRECTOR	40.00	Highest	$205,172	$27,876	$233,048
YASMENE MUMBY	DIRECTOR OF COMMUNICATIONS	40.00	Highest	$201,434	$29,274	$230,708

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	$29,286,831	$37,419,289	$51,592,457	$-8,132,458
2023	$28,731,484	$30,804,615	$55,861,921	$-2,073,131
2022	$42,576,164	$22,843,519	$57,411,486	$19,732,645
2021	$32,842,563	$15,166,571	$37,818,730	$17,675,992

ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND