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← AMERICAN EVALUATION ASSOCIATION

Form 990 for tax year 2022

Filed by AMERICAN EVALUATION ASSOCIATION.

Totals

Total revenue
$2,827,120
Total expenses
$3,065,601
Contributions and grants received
$45,116
Grants paid
$3,876
Program service revenue
$2,677,877
Investment income
$101,595
Other revenue
$2,532
Total assets, end of year
$3,500,660
Total liabilities, end of year
$471,910
Net assets or fund balances, end of year
$3,028,750
Program services expenses (Part IX)
$1,751,660
Management and general expenses
$1,313,941
Fundraising expenses
$0
Program service expenses (Part III)
$1,751,660

Program services were 57.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $45,116

  • 2a · Program service revenue: CONFERENCE, MEETINGS

    total $1,498,805 · related or exempt $1,498,805

  • 2b · Program service revenue: MEMBERSHIP

    total $664,813 · related or exempt $664,813

  • 2c · Program service revenue: INTERNSHIPS

    total $190,135 · related or exempt $190,135

  • 2d · Program service revenue: TRAINING & EDUCATION

    total $172,218 · related or exempt $172,218

  • 2e · Program service revenue: JOB BANK

    total $67,286 · related or exempt $67,286

  • 2f · All other program service revenue

    total $84,620 · related or exempt $84,620

  • 3 · Investment income

    total $101,595 · excluded $101,595

  • 11a · Other revenue: REFUNDS AND REIMBURSEM

    total $2,532 · excluded $2,532

  • 11e · Other revenue, total

    $2,532

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $3,876 · program services $3,876

  • 11a · Fees: management

    total $1,449,415 · program services $611,585 · management and general $837,830

  • 11b · Fees: legal

    total $1,650 · management and general $1,650

  • 11f · Fees: investment management

    total $14,534 · management and general $14,534

  • 11g · Fees: other

    total $545,294 · program services $274,167 · management and general $271,127

  • 13 · Office expenses

    total $127,402 · program services $8,245 · management and general $119,157

  • 14 · Information technology

    total $13,597 · management and general $13,597

  • 17 · Travel

    total $22,217 · program services $17,075 · management and general $5,142

  • 19 · Conferences, conventions and meetings

    total $866,325 · program services $836,712 · management and general $29,613

  • 23 · Insurance

    total $2,816 · management and general $2,816

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $18,475 · management and general $18,475

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $562,707 · end of year $188,048

  • 2 · Savings and temporary cash investments

    beginning of year $682,720 · end of year $204,156

  • 4 · Accounts receivable

    beginning of year $81,606 · end of year $207,070

  • 9 · Prepaid expenses and deferred charges

    beginning of year $63,011 · end of year $80,471

  • 11 · Investments: publicly traded securities

    beginning of year $2,513,576 · end of year $2,820,915

  • 17 · Accounts payable and accrued expenses

    beginning of year $289,549 · end of year $10,871

  • 19 · Deferred revenue

    beginning of year $395,495 · end of year $461,039

  • 27 · Net assets without donor restrictions

    beginning of year $3,218,576 · end of year $3,028,750

Mission and programs · 2022

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.

  • 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.

    Expenses $1,348,427 · Grants $2,876 · Revenue $1,498,805

  • 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.

    Expenses $239,296 · Revenue $257,421

  • 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.

    Expenses $85,934 · Revenue $41,105

  • TRAINING AND EDUCATION: AMERICAN EVALUATION ASSOCIATION PROVIDES YEAR-ROUND OPPORTUNITIES TO ADVANCE IN THE FIELD OF EVALUATION AND PROGRAMS TO SUPPORT THE DEVELOPMENT OF EVALUATION PROFESSIONALS. TRAINING AND EDUCATION ARE OFFERED IN THE FORMS OF WEBINARS, E-LEARNING SELF-DIRECTED ONLINE SESSIONS AND CONFERENCE SESSIONS.

    Expenses $78,003 · Grants $1,000 · Revenue $880,546

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tom Grayson

    PAST PRES. UNTIL DEC. 2022

    Total calculated
    $0
    Hours/week
    5

  • Veronica Olazabal President

    UNTIL DEC. 2022, THEN PAST PRES.

    Total calculated
    $0
    Hours/week
    15

  • Corrie Whitmore Pres Elect

    UNTIL JAN. 2023, THEN PRESIDENT

    Total calculated
    $0
    Hours/week
    15

  • Felicia Bohanon Treasurer

    UNTIL DEC. 2022, THEN PRES. ELECT

    Total calculated
    $0
    Hours/week
    5

  • Thomas Chapel

    TREASURER AS OF JAN. 2023

    Total calculated
    $0
    Hours/week
    5

  • Maurice Samuels

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Guili Zhang

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Xiaoxia Newton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Katherine Tibbetts PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Monica Ruiz-Casares

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Tom Archibald

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Cynthia Phillips

    DIRECTOR AS OF JAN. 2023

    Total calculated
    $0
    Hours/week
    5

  • Sebastian Lemire PhD

    DIRECTOR AS OF JAN. 2023

    Total calculated
    $0
    Hours/week
    5

  • Kerry Bruce PhD

    DIRECTOR AS OF JAN. 2023

    Total calculated
    $0
    Hours/week
    5

  • Tom Kelly

    DIRECTOR UNTIL DEC. 2022

    Total calculated
    $0
    Hours/week
    5

  • Karen Jackson

    DIRECTOR UNTIL DEC. 2022

    Total calculated
    $0
    Hours/week
    5

  • Libby Smith

    DIRECTOR UNTIL DEC. 2022

    Total calculated
    $0
    Hours/week
    5

  • Anisha Lewis

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202411299349300841

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