Advanced Education Research & Development Fund
Donations deductibleRevenue
$29.3m
year to 31 December 2024
Expenses
$37.4m
year to 31 December 2024
Total assets
$51.6m
$5.6m liabilities
Net assets
$46m
assets less liabilities
Directors and trustees
7
4.4 years on average
Staff
66
7 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
16
named in Part VII
Advanced Education Research & Development Fund's network
7 people4 organisationsi7 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| ANA Ponce | Board Member | 2022 | 4 yrs |
| Bror Saxberg | Board Member | 2022 | 4 yrs |
| Cassandra Herring | Board Member | 2022 | 4 yrs |
| Jeff Livingston | Board Member | 2022 | 4 yrs |
| Jim Shelton | Board Member, Co-Chair | 2022 | 4 yrs |
| Nailah Nasir | Board Member, Co-Chair | 2022 | 4 yrs |
| Parag A Pathak (also filed as Parag Pathak) | Board Member | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
16 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Aubrey Francisco | Program Director | since 2022 |
| Auditi Chakravarty | Chief Executive Officer | since 2023 |
| Beki Bahar-Engler | COO/Treasurer (As of 09/22) | 2022 |
| Brandy Nelson | Academic Director | since 2022 |
| Christopher Liang-Vergara | Chief Learning Officer | since 2022 |
| Elda Beki Bahar-Engler | COO/Secretary/Treasurer | since 2023 |
| Enid Marie Rosario-Ramos | Sr Manager, Program Engagement | 2022 |
| Lauren LAN KO Uyeshiro | Director of Product | 2023 |
| Marvin Smith | Chief Public Affairs/Dev. Officer | since 2022 |
| Melina Uncapher | Chief of Research & Development (Thru 12/23) | since 2022 |
| Michelle TIU | Executive Director | 2024 |
| Rebecca Kockler Easterling | Program Director | since 2022 |
| Sasha Rabkin Start 512024 | Chief Program Innovation & Strategy | 2024 |
| Stacey Childress | CEO/Board President (Thru 1/23) | 2023 |
| Temple S Lovelace | Program Director | since 2022 |
| Yasmene Mumby | Director of Communications | 2024 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Auditi Chakravarty | Chief Executive Officer | 40 | $449k | $36k | |
| Christopher Liang-Vergara | Chief Learning Officer | 40 | $277k | $16k | |
| Marvin Smith | Chief Public Affairs/Dev. Officer | 40 | $259k | $30k | |
| Temple S Lovelace | Executive Director | 40 | $257k | $38k | |
| Rebecca Kockler Easterling | Executive Director | 40 | $254k | $36k | |
| Elda Beki Bahar-Engler | COO/Secretary/Treasurer | 40 | $241k | $44k | |
| Aubrey Francisco | Executive Director | 40 | $223k | $29k | |
| Michelle Tiu | Executive Director | 40 | $205k | $28k | |
| Yasmene Mumby | Director of Communications | 40 | $201k | $29k | |
| Sasha Rabkin Start 512024 | Chief Program Innovation & Strategy | 40 | $198k | $21k | |
| Jim Shelton | Board Member, Co-Chair | 1 | $0 | ||
| Nailah Nasir | Board Member, Co-Chair | 1 | $0 | ||
| Ana Ponce | Board Member | 1 | $0 | ||
| Cassandra Herring | Board Member | 1 | $0 | ||
| Bror Saxberg | Board Member | 1 | $0 | ||
| Jeff Livingston | Board Member | 1 | $0 | ||
| Parag Pathak | Board Member | 1 | $0 |
About
- Legal name
- Advanced Education Research & Development Fund
- EIN
- 853624930
- Address
- 66 Franklin St Ste 300, Oakland, CA, 94607-3734
- State
- California
- 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. (as filed on the Form 990)
- Activity (NTEE)
- B05 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 9 (IRS master file code)
- Formed
- 2020
- Principal officer
- Auditi Chakravarty (as named on the Form 990)
- IRS ruling date
- 1 March 2021
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 3, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥4years on the filingsANA Ponce
≥4years on the filingsBror Saxberg
≥4years on the filingsCassandra Herring
≥4years on the filingsJeff Livingston
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $51.6m
- Total liabilities
- $5.6m
- Net assets or fund balances
- $46m
- Contributions and grants received
- $27.5m
- Program service revenue
- $0
- Grants and similar paid out
- $327k
- Employees
- 66
- Volunteers
- 7
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $29.3m | $37.4m | Deficit $8.1m |
As filed on the IRS Form 990. US dollars.
Grants paid
12 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Jackson Public School District | Research support | $74k |
| Tejano Center for Community Concerns Inc | Research support | $48k |
| Distinctive Schools | Research support | $41k |
| Aliquippa School District | Research support | $26k |
| Change the Tune Inc | Research support | $20k |
| Diverse Charter Schools Coalition | Research support | $20k |
| Elite Public Schools | Research support | $19k |
| Citizens of the World Charter Schools - Los Angeles | Research support | $13k |
| The Urban Alliance Foundation Inc | Research support | $11k |
| Good Tutors | Research support | $10k |
| Nevada Rise Academy Inc | Research support | $9k |
| Chicago Mobile Makers | Research support | $8k |