irs program accomplishments · form 990 part iii · fy2021
what they reported doing
Program narrative the organization filed with the IRS. Ordered by program spending.
- #1 primary $30KMore than 600 conference participants conduct research in P-20 education finance and policy, presented at the annual conference. These researchers may be policymakers at the local, state and federal agencies, in teacher associations, at universities, think tanks and non profits working as educators, economists, political scientists, public administrators and higher education faculty in those fields. Topic areas are educator labor markets & effectiveness, school effectiveness, and school finance.The relatively small size of the conference allows for and actively encourages meaningful and collegial engagement for all its attendees, regardless of career paths, seniority, etc. The conference is AEFP's primary mode of engagement, including a plenary to provide another opportunity for members to interact and visit outside of paper sessions.
- #2 $5KAEFP provides travel grants, outstanding dissertation awards and research grants to graduate students and early career scholars.
named programs · 8 · from sources
what they call their work
AEFP Annual Conference
An annual event for members to stay informed on education finance issues, network with colleagues, and present research.
AEFP Community Groups
Opportunities for members to participate in community groups, networking sessions, and professional development.
AEFP Connects
An email communication strategy to inform the AEFP community about happenings, opportunities, and events in education finance.
BRIDGE Webinar Series
A series of webinars offered by AEFP.
Education Finance and Policy journal
A quarterly journal published by MIT Press, providing scholarly research on the finance of public, private, and higher education globally.
Job Board
A platform for members to post and find job opportunities in education policy and research.
Live Handbook
A dynamic, evolving collection of insights from education finance and policy experts, serving as a digital hub for evidence-based education policy research.
Mentoring Opportunities
Programs designed to provide mentoring for members, including a Doctoral Student Mentoring Event.
activities · 9 groups
what they do
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Fellowship Network Programming 6 activities
- Facilitate member engagement and professional development through community groups and eventsHosts recurring community group meetings and specialized events on emerging topics such as AI in education and data analyst augmentation frameworks to support knowledge sharing and professional growth among members.
- Facilitation of community groups and professional development eventsHosts recurring community group meetings and specialized events focused on emerging topics such as AI in education and data analyst augmentation frameworks, providing ongoing professional development and collaborative learning opportunities for members.
- Facilitation of community groups and professional development eventsHosts recurring community group meetings and specialized events on emerging topics such as AI in education and data analyst augmentation frameworks, providing ongoing professional development and networking opportunities for members.
- Facilitation of community groups and professional development eventsHosts recurring community group meetings and specialized events on emerging topics in education research and policy, such as AI in education and data analyst augmentation frameworks, to support member engagement and professional growth.
- Facilitation of professional development and community engagement eventsHosts recurring events including EdDev Community Group Monthly Meetings and specialized sessions on topics such as AI in education and data analyst augmentation frameworks to support member learning and collaboration.
- Hosting Community Group Meetings and Professional DevelopmentOffers community groups, networking sessions, and professional development opportunities for members, including monthly EdDev Community Group Meetings and events focused on AI in education research and policy.
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Professional Association Conferences & Events 6 activities
- Host annual conference for research presentation and professional networkingOrganizes an annual conference that enables members to present research, attend policy talks and research sessions, and network with colleagues; the 2026 conference is scheduled for March in Chicago.
- Hosting an Annual ConferenceHosts an annual conference where members can present work, attend research sessions and policy talks on education finance and policy issues, and network with colleagues. The 2026 conference is scheduled for March in Chicago.
- Hosting of annual conference for research presentation and networkingOrganizes an annual conference that enables members to present research, attend policy and research sessions, network with colleagues, and participate in professional development activities; the 2026 conference is scheduled for March in Chicago.
- Hosting of annual conference for research presentation and networkingOrganizes an annual conference that enables members to present research, attend policy and research sessions, network with colleagues, and participate in professional development, with the 2026 event scheduled for March in Chicago.
- Hosting of annual conference for research presentation and networkingOrganizes and hosts an annual conference where members present research, attend policy sessions, and network; the 2026 conference is scheduled for March in Chicago.
- Hosting of annual conference for research presentation and professional networkingOrganizes an annual conference that enables members to present research, attend policy and research sessions, participate in networking events, and engage with peers in the field of education finance and policy; the 2026 conference is scheduled for March in Chicago.
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Education Research & Practice Dissemination 6 activities
- Maintenance of online research repository and digital handbookProvides access to an online repository of conference papers and posters, and maintains the "Live Handbook," a digital hub that compiles evidence-based education policy research and expert insights.
- Maintenance of online research repository and digital handbookProvides access to an online repository of conference papers and posters and maintains the "Live Handbook," a digital hub for evidence-based education policy research that collects insights from experts.
- Maintenance of online research repository and digital knowledge hubProvides access to an online repository of conference papers and posters, and maintains a "Live Handbook" as a digital hub for evidence-based education policy research curated from expert contributions.
- Maintenance of online research repository and digital knowledge hubProvides access to an online repository of conference papers and posters, and maintains the "Live Handbook," a digital platform that aggregates evidence-based research and expert insights in education policy and finance.
- Providing Access to Research ResourcesProvides access to an online repository of conference papers and posters, and maintains a "Live Handbook" which is a digital hub for evidence-based education policy research, collecting insights from experts.
- Support research dissemination and access to scholarly materialsMaintains an online repository of conference papers and posters to increase access to education finance and policy research presented at AEFP events.
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Educator and Professional Recognition Awards 6 activities
- Recognition of contributions through awards programRecognizes individuals for outstanding contributions to education finance and policy research, practice, and service through an annual awards program.
- Recognition of contributions through awards programAdministers an awards program that recognizes individuals for outstanding contributions to the fields of education finance and policy through research, practice, and service.
- Recognition of contributions through awards programAdministers an awards program that honors individuals for exceptional contributions to research, practice, and service in the fields of education finance and policy.
- Recognition of contributions through awards program and community eventsAdministers an awards program to recognize individuals for exceptional contributions to education finance and policy research, practice, and service, and organizes community-building events such as an annual 5K run during the conference.
- Recognize contributions to the field of education finance and policyAdministers an awards program to recognize individuals for outstanding contributions to education finance and policy through research, practice, and service.
- Recognizing Contributions through AwardsRecognizes individuals for outstanding contributions to education finance and policy research, practice, and service through an awards program.
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Youth Financial Literacy Education 5 activities
- Conduct and disseminate scholarly research on education finance and policyPublishes the quarterly peer-reviewed journal "Education Finance and Policy" featuring scholarly research on the finance of public, private, and higher education globally, and maintains a "Live Handbook" as a digital hub for evidence-based education policy research curated from expert insights.
- Publication of scholarly research through Education Finance and Policy journalPublishes the quarterly "Education Finance and Policy" journal, which provides scholarly research and thought on the finance of public, private, and higher education globally.
- Publication of scholarly research through Education Finance and Policy journalPublishes the quarterly "Education Finance and Policy" journal, which disseminates peer-reviewed scholarly research and analysis on the finance of public, private, and higher education globally.
- Publication of scholarly research through Education Finance and Policy journalProduces and publishes the quarterly "Education Finance and Policy" journal, which disseminates peer-reviewed research and analysis on the financing of public, private, and higher education systems globally.
- Publishing the "Education Finance and Policy" journalPublishes the quarterly "Education Finance and Policy" journal, which provides scholarly research and thought on the finance of public, private, and higher education globally.
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Member-Focused Job Board & Career Matching 5 activities
- Maintaining a Job BoardMaintains a job board that individual members can use to post and search for jobs in education finance.
- Maintaining a Member DirectoryMaintains a directory of AEFP members, allowing members to search by research area.
- Operation of job board and member directory servicesMaintains a job board that allows members to post and search for employment opportunities at no cost, and provides a searchable directory of members by research area to support professional networking.
- Operation of job board and member directory servicesMaintains a job board that allows members to post and search for employment opportunities at no cost, and provides a searchable directory of members by research area to support professional connectivity.
- Operation of member services including job board and directoryMaintains a job board where members can post and search for jobs at no cost, and provides a searchable directory of members by research area to support professional connectivity.
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Organized Running Race Events 4 activities
- Organization of annual 5K event for conference attendeesHosts an annual 5K event during the conference to promote community engagement and wellness among attendees.
- Organization of annual 5K event for conference attendeesOrganizes an annual 5K event as part of the conference programming for attendees.
- Organization of annual 5K event for conference attendeesHosts an annual 5K event during the conference to promote community building and engagement among attendees.
- Organize networking and community-building activities at conferencesHosts an annual 5K event for conference attendees to promote community engagement and informal networking.
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Board & Committee Governance 3 activities
- Leadership and governance structureComprises an executive committee, elected members, a student representative, and representatives from sustaining member organizations to guide organizational operations and strategy.
- Leadership and governance structure with elected and representative bodiesOperates with an executive committee, elected members, a student representative, and representatives from sustaining member organizations to guide organizational leadership and governance.
- Support for governance through executive and representative structuresMaintains an organizational governance structure composed of an executive committee, elected members, a student representative, and representatives from sustaining member organizations.
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Uncategorized 6 activities
- Disseminating Information via "AEFP Connects"Manages and distributes "AEFP Connects," an email communication strategy to inform its community about organizational happenings, opportunities, and events in education finance.
- Distribution of member communications and community updatesManages and distributes "AEFP Connects," a regular email communication that informs members about organizational updates, upcoming events, and opportunities in education finance and policy.
- Member communication and community engagement via AEFP ConnectsManages and distributes "AEFP Connects," a regular email communication that informs members about organizational updates, upcoming events, and opportunities in the field of education finance and policy.
- Operation of member services including job board, member directory, and email communicationsManages a job board for members to post and search for jobs, maintains a searchable directory of members by research area, and distributes "AEFP Connects," an email communication to inform the community about organizational happenings, opportunities, and events in education finance.
- Promoting Research and PartnershipsPromotes research and partnerships to inform education policy and finance and improve education outcomes.
- Provide member services and communication platformsOperates a job board for members to post and search for positions, maintains a searchable member directory by research area, and distributes the "AEFP Connects" email newsletter to share organizational updates, events, and opportunities in education finance.
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financials · form 990 · fy2021
revenue
Total revenue$404K
Contributions & grants$193K48%
Program service revenue$210K52%
Investment income$3720%
Other revenue$0
expenses
Total expenses$188K
Program expenses56%
Admin / overhead44%
Fundraising0%
Salaries & benefits$15K
Grants paid out$5K
Largest expense lineProfessional Fees
balance sheet
Total assets$815K
Cash$815K
Investments$0
Liabilities$4K
Net assets$811K
Liquid reserves52.1 mo
2 years on record · 2020–2021 · YoY revenue +0.2%
leadership · form 990 part vii · fy2021
who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| LYDIA ROSS | Executive Dir. | 20 | $15K |
board members · 22
- ANDREW MCEACHIN — BOARD MEMBER
- ANJALI ADUKA — BOARD MEMBER
- BRIAN JACOB — BOARD MEMBER
- BROOKS BOWDEN — BOARD MEMBER
- CARA JACKSON — BOARD MEMBER
- CASSANDRA HART — BOARD MEMBER
- CHRISTINA WEILAND — BOARD MEMBER
- CONSTANCE LINDSAY — BOARD MEMBER
- DARA SHAW — BOARD MEMBER
- DOMINIQUE BAKER — BOARD MEMBER
- JANE FRIESEN — BOARD MEMBER
- JASON GRISSOM — PRESIDENT-ELECT
- KATHARINE STRUNK — President
- KATHERINE KURJAKOVIC — BOARD MEMBER
- KYLE ARNONE — BOARD MEMBER
- LI FENG — BOARD MEMBER
- LISA BARROW — BOARD MEMBER
- PATRICE IATAROLA — PAST PRESIDENT
- RICHARD BOWMAN — Treasurer
- SHANNA RICKETTS — BOARD MEMBER
- STEVE HEMELT — BOARD MEMBER
- TINA COLLINS — BOARD MEMBER
relationships · 8
who they work with
- American Federation of Teachers Partner — Sustaining member represented on the AEFP Board of Directors
- Brookings Institution Partner — At large representative from Brookings Institution serves on the AEFP Board of Directors
- Center for Education Policy Research at Harvard Partner — Posts job openings for the Center for Education Policy Research at Harvard on its job board.
- MIT Press Partner — Publishes AEFP's "Education Finance and Policy" journal.
- MIT Press Partner — Publishes the "Education Finance and Policy" journal for AEFP.
- Stanford University Graduate School of Education Partner — Posts job openings for the Stanford University Graduate School of Education on its job board.
- TNTP Partner — Teacher organization affiliate represented on the AEFP Board of Directors
- United Federation of Teachers Partner — Sustaining member represented on the AEFP Board of Directors