ADVANCED EDUCATION RESEARCH & DEVELOPMENT FUND

EIN: 853624930 501(c)(3) Education

OAKLAND, CA

Total Revenue
$29,286,831
Total Expenses
$37,419,289
Total Assets
$51,592,457
Net Assets
$45,962,687
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2020
Legal Domicile
CA
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

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 Service Accomplishments

Program 1
Expenses: $13,209,821

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...

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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.

Program 2
Expenses: $7,591,153

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...

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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.

Program 3
Expenses: $6,936,745

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...

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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.

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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%)

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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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Governance

Voting Members
7
Independent Members
7
Employees
66
Volunteers
7

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
4
$770,532
Total Directors
7
$0
Key Employees
3
$801,355
Highest Compensated
5
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
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