Form 990 for tax year 2023

Totals

Total revenue

$12,771,589

Total expenses

$13,822,351

Contributions and grants received

$1,175,127

Grants paid

$1,077,862

Program service revenue

$7,974,464

Investment income

$2,157,460

Other revenue

$1,464,538

Total assets, end of year

$31,249,937

Total liabilities, end of year

$5,587,987

Net assets or fund balances, end of year

$25,661,950

Program services expenses (Part IX)

$11,489,251

Management and general expenses

$2,333,100

Fundraising expenses

$0

Program service expenses (Part III)

$11,489,251

Program services were 83.1% 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.

Mission and programs · 2023

• MEETING SERVICES: THE ORGANIZATION HAS AN ANNUAL MEETING WHERE SCIENTISTS, SCHOLARS, RESEARCHERS, AND STUDENTS PRESENT AND DISCUSS RESEARCH. THE MEETING AIMS TO ADVANCE KNOWLEDGE ABOUT EDUCATION, AND PROVIDE OPPORTUNITIES FOR ATTENDEES TO PRESENT AND LEARN ABOUT THE LATEST RESEARCH.

  Expenses $5,028,486 · Revenue $3,810,082

• GOVERNANCE AND DIVISIONS: THE ORGANIZATION'S GOVERNANCE STRUCTURE IS COMPRISED OF THE COUNCIL, EXECUTIVE BOARD, AND COMMITTEES. AD HOC COMMITTEES, TASK FORCES AND WORKING GROUPS MAY ALSO BE ESTABLISHED FOR SPECIFIC PURPOSES AND FOR LIMITED PERIODS. THERE ARE ALSO 12 DIVISIONS OF AERA WHICH ARE ORGANIZED TO REPRESENT MAJOR SCHOLARLY OR SCIENTIFIC AREAS WITHIN EDUCATION RESEARCH THAT ADD TO THE FIELD. EACH DIVISION IS RESPONSIBLE FOR PLANNING DIVISION-SPONSORED SESSIONS FOR THE ANNUAL MEETING AND FACILITATING ONGOING COMMUNICATIONS AMONG DIVISION MEMBERS THROUGH LISTSERV AND OTHER COMMUNICATIONS MECHANISMS THROUGHOUT THE YEAR. DIVISIONS ALSO OFFER OTHER PROGRAMMING.

  Expenses $1,639,194 · Grants $69,452

• PROFESSIONAL DEVELOPMENT: THE AERA PROFESSIONAL DEVELOPMENT PROGRAM BUILDS CAPACITY AND ENHANCES RESEARCH SKILLS AMONG GRADUATE STUDENTS, EARLY CAREER SCHOLARS, SENIOR SCHOLARS, AND OTHERS WHO PRODUCE AND USE EDUCATION RESEARCH. THIS PROGRAM INVOLVES PROFESSIONAL DEVELOPMENT COURSES, AND TRAINING INITIATIVES IN RESEARCH METHODS AND CONCEPTUAL AND ANALYTIC ISSUES RELATED TO RESEARCH EXCELLENCE IN THE FIELD. ADVANCES IN RESEARCH METHODS, STATISTICAL TECHNIQUES, TECHNOLOGY, AND GENERAL MODES AND METHODS OF RESEARCH MAKE PROFESSIONAL DEVELOPMENT WITHIN AERA A CONTINUING AND ONGOING PROCESS.

  Expenses $1,240,726 · Grants $792,489 · Revenue $63,980

• SUPPORTING PROGRAMS: OTHER SUPPORT PROGRAMS THAT ALIGN WITH AERA'S MISSION TO PROMOTE EDUCATION RESEARCH INCLUDE AERA'S EFFORTS IN COMMUNICATIONS AND OUTREACH, SOCIAL JUSTICE, AND GOVERNMENT RELATIONS. AERA'S COMMUNICATIONS AND OUTREACH EFFORTS AIM TO DISSEMINATE RESEARCH FINDINGS, PROMOTE EDUCATION RESEARCH, AND ENGAGE STAKEHOLDERS IN MEANINGFUL DIALOGUE ABOUT EDUCATION RESEARCH BY PRODUCING REPORTS, BRIEFS, AND PRESS RELEASES THAT SUMMARIZE AND SPOTLIGHT KEY RESEARCH FINDINGS, EVENTS, AND AERA INITIATIVES. THROUGH HIGH-PROFILE PUBLIC EVENTS, SUCH AS THE ANNUAL BROWN LECTURE IN EDUCATION RESEARCH, AERA STRIVES TO ILLUMINATE THE IMPORTANT ROLE OF RESEARCH IN ADVANCING UNDERSTANDING OF EDUCATION AND LEARNING ACROSS CONTEXTS AND LEVELS OF EDUCATION. AERA ALSO UTILIZES SOCIAL MEDIA PLATFORMS AND THE AERA WEBSITE TO SHARE INFORMATION, HIGHLIGHT RESEARCH PROJECTS, AND ENGAGE WITH RESEARCHERS, EDUCATIONAL LEADERS, AND THE PUBLIC. AERA PROMOTES SOCIAL JUSTICE IN EDUCATION RESEARCH BY ADVOCATING FOR AND ADDRESSING ISSUES RELATING TO EQUITY, DIVERSITY, AND INCLUSION IN RESEARCH SETTINGS. AERA'S GOVERNMENT RELATIONS PROGRAM AIMS TO PROMOTE AND SUPPORT RESEARCH IN EDUCATION THROUGH INFORMED PUBLIC POLICY. KEY ASPECTS OF THE PROGRAM INCLUDE: EDUCATION AND ADVOCACY FOR EDUCATION RESEARCH; RESEARCH POLICY BRIEFINGS AND REPORTS; TESTIMONIES AND RESPONSES TO FEDERAL REGISTER AND OTHER REQUESTS FOR COMMENTS, INCLUDING IN COLLABORATION WITH OTHER SCIENTIFIC ASSOCIATIONS AND RELATED RESEARCH ASSOCIATIONS AIMING TO ADVANCE RESEARCH OF THE HIGHEST QUALITY AND INTEGRITY. EACH OF THESE COMPONENTS CONTRIBUTES TO AERA'S OVERALL MISSION TO ADVANCE KNOWLEDGE ABOUT EDUCATION AND LEARNING AND IMPROVE THE USE OF FINDINGS, EVIDENCE, AND DATA.

  Expenses $1,067,409 · Grants $22,873 · Revenue $113,020

• MEMBERSHIP AND SPECIAL INTEREST GROUPS (SIGS): AERA IS DEDICATED TO ADVANCING EDUCATION RESEARCH AND ITS PRACTICAL APPLICATIONS. MEMBERSHIP IS OPEN TO INDIVIDUALS INVOLVED IN AND COMMITTED TO EDUCATION RESEARCH, INCLUDING RESEARCHERS, FACULTY MEMBERS, PRACTITIONERS AND POLICYMAKERS DEDICATED TO THE SOUND USE OF RESEARCH EVIDENCE, POST DOCTORAL SCHOLARS, AND GRADUATE STUDENTS. AERA SEEKS TO FOSTER A DIVERSE COMMUNITY THAT REFLECTS THE BROAD SPECTRUM OF EDUCATION RESEARCH FIELDS AND SPECIALTIES. AERA OFFERS FIVE CATEGORIES OF MEMBERSHIP: REGULAR, EARLY CAREER, AFFILIATE, GRADUATE STUDENT, AND RETIRED. AERA'S MEMBERS BENEFIT FROM A VARIETY OF RESOURCES AND OPPORTUNITIES, INCLUDING ACCESS TO AERA'S PUBLICATIONS; REDUCED REGISTRATION FEES FOR THE ANNUAL AERA CONFERENCE; PROFESSIONAL DEVELOPMENT AND TRAINING OPPORTUNITIES; NETWORKING OPPORTUNITIES WITH SCHOLARS AND PRACTITIONERS IN THE FIELD OF EDUCATION RESEARCH; ELIGIBILITY TO SERVE ON AERA COMMITTEES, BOARDS, AND LEADERSHIP POSITIONS; AND REGULAR UPDATES ON EDUCATION RESEARCH, POLICY DEVELOPMENTS, AND FUNDING OPPORTUNITIES. AERA SUPPORTS A ROBUST NETWORK OF SPECIAL INTEREST GROUPS (SIGS), WHICH FOCUS ON SPECIFIC AREAS OF EDUCATION RESEARCH. THESE GROUPS ENABLE AERA MEMBERS TO CONNECT, COLLABORATE, AND SHARE RESOURCES RELATED TO THEIR SPECIFIC INTERESTS. EACH SIG IS GOVERNED BY ELECTED OFFICERS AND OPERATES UNDER GUIDELINES ESTABLISHED BY AERA. SIG MEMBERS PARTICIPATE IN THE SELECTION OF LEADERSHIP AND HAVE A VOICE IN SHAPING THE GROUP'S DIRECTION AND ACTIVITIES. THE ACTIVE PARTICIPATION OF AERA'S MEMBERS AND SIGS CONTRIBUTES TO THE BROADER EDUCATION RESEARCH COMMUNITY AS MEMBERS ENGAGE IN COLLABORATIVE PROJECTS, ANNUAL MEETING SESSIONS AND ACTIVITIES, AS WELL AS ADVOCATE FOR POLICIES THAT SUPPORT EDUCATION RESEARCH, AND MENTOR EMERGING RESEARCHERS. THIS COLLECTIVE EFFORT ENHANCES THE QUALITY AND IMPACT OF EDUCATION RESEARCH ACROSS DIVERSE CONTEXTS.

  Expenses $923,030 · Grants $1,121 · Revenue $3,792,157

• EDUCATION RESEARCH AND RESEARCH ADVANCEMENT: AERA PURSUES PROJECTS, INITIATIVES, AND ACTIVITIES TO ADVANCE THE FIELD OF EDUCATION RESEARCH, PROMOTE CUTTING-EDGE LINES OF STUDY, AND DEEPEN KNOWLEDGE ABOUT EDUCATION RESEARCH AS A DISCIPLINE, PROFESSION, AND FIELD. KEY ACTIVITIES INCLUDE AERA'S RESEARCH CONFERENCES PROGRAM, WHICH AWARDS GRANTS FOR CONFERENCES INTENDED TO BREAK NEW GROUND IN SUBSTANTIVE AREAS OF INQUIRY, STIMULATE NEW LINES OF STUDY ON ISSUES THAT HAVE BEEN LARGELY UNEXPLORED, OR DEVELOP INNOVATIVE RESEARCH METHODS OR TECHNIQUES THAT CAN CONTRIBUTE TO EDUCATION RESEARCH, INTERNATIONAL ACTIVITIES, AND AERA'S EDUCATION RESEARCH SERVICE PROJECTS PROGRAM, WHICH IS DESIGNED TO ENCOURAGE EDUCATION RESEARCHERS TO OFFER THEIR PRO BONO EXPERTISE TO EDUCATIONAL ORGANIZATIONS, INSTITUTIONS, OR OTHER COMMUNITY GROUPS THAT HAVE IDENTIFIED AND EXPRESSED A NEED FOR SUCH ASSISTANCE.

  Expenses $881,770 · Grants $191,927

• PUBLICATIONS: AERA OFFERS A COMPREHENSIVE PROGRAM OF SCHOLARLY PUBLICATIONS TO ADVANCE EDUCATION RESEARCH, TO DISSEMINATE KNOWLEDGE, AND TO IMPROVE THE CAPACITY OF THE PROFESSION TO SERVE THE PUBLIC GOOD. THE PURPOSES OF THE AERA PUBLICATIONS PROGRAM ARE TO FOSTER RESEARCH AND DISSEMINATE RESULTS TO MEMBERS, PROFESSIONALS IN RELATED DISCIPLINES, EDUCATORS, AND SOCIETY. IN ADDITION TO PUBLISHING SEVEN JOURNALS, AERA ALSO SERVES AS A PUBLISHER OF BOOKS OF EXCELLENCE AND IMPORTANCE TO THE EDUCATION RESEARCH COMMUNITY, AND TO PRACTITIONERS AND POLICY MAKERS INTERESTED IN EDUCATION RESEARCH.

  Expenses $708,636 · Revenue $1,427,382

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• VANDERBILT UNIVERSITY

  $81,000

  RESEARCH

• TEACHERS COLLEGE COLUMBIA UNIV

  $43,380

  RESEARCH

• UNIVERSITY OF MARYLAND BALTIMORE

  $38,500

  RESEARCH

• UNIVERSITY OF MICHIGAN

  $38,258

  RESEARCH

• UNIVERSITY OF WISCONSIN

  $37,500

  RESEARCH

• UNIVERSITY OF ILLINOIS

  $33,800

  RESEARCH

• PRESIDENT AND FELLOWS OF HARVARD COLLEGE

  $32,500

  RESEARCH

• UNIVERSITY OF CALIFORNIA MERCED

  $32,500

  RESEARCH

• JOHNS HOPKINS

  $28,967

  RESEARCH

• FLORIDA STATE UNIVERSITY

  $28,000

  RESEARCH

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2023

Filed

15 November 2024

IRS schema version

2023v5.1

Source object

202423209349313017

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.