Form 990 for tax year 2023

Filed by AMERICAN EVALUATION ASSOCIATION.

Totals

Total revenue: $3,346,709
Total expenses: $3,967,543
Contributions and grants received: $19,083
Grants paid: $906
Program service revenue: $3,125,434
Investment income: $200,285
Other revenue: $1,907
Total assets, end of year: $3,306,212
Total liabilities, end of year: $889,801
Net assets or fund balances, end of year: $2,416,411
Program services expenses (Part IX): $2,088,596
Management and general expenses: $1,878,947
Fundraising expenses: $0
Program service expenses (Part III): $2,088,596

Program services were 52.6% 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

$19,083
2a · Program service revenue: CONFERENCE, MEETINGS

total $1,396,780 · related or exempt $1,396,780
2b · Program service revenue: MEMBERSHIP

total $755,304 · related or exempt $755,304
2c · Program service revenue: INSTITUTE REVENUE

total $450,711 · related or exempt $450,711
2d · Program service revenue: INTERNSHIPS

total $242,089 · related or exempt $242,089
2e · Program service revenue: TRAINING & EDUCATION

total $187,295 · related or exempt $187,295
2f · All other program service revenue

total $93,255 · related or exempt $93,255
3 · Investment income

total $208,615 · excluded $208,615
7a · Gross sales of assets other than inventory

securities $334,537
7b · Less cost or other basis and sales expenses

securities $342,867
7c · Gain or loss

securities -$8,330
7d · Net gain or loss

total -$8,330 · excluded -$8,330
11a · Other revenue: REFUNDS AND REIMBURSEM

total $1,907 · excluded $1,907
11e · Other revenue, total

$1,907

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $906 · program services $906
11a · Fees: management

total $1,934,521 · program services $723,162 · management and general $1,211,359
11b · Fees: legal

total $3,915 · management and general $3,915
11f · Fees: investment management

total $13,232 · management and general $13,232
11g · Fees: other

total $674,314 · program services $315,465 · management and general $358,849
13 · Office expenses

total $144,789 · program services $6,670 · management and general $138,119
14 · Information technology

total $37,940 · management and general $37,940
17 · Travel

total $59,344 · program services $50,861 · management and general $8,483
19 · Conferences, conventions and meetings

total $1,036,746 · program services $967,998 · management and general $68,748
23 · Insurance

total $16,195 · program services $2,919 · management and general $13,276
24a · Other expenses: MISCELLANEOUS

total $30,338 · program services $20,615 · management and general $9,723
24b · Other expenses: DUES AND SUBSCRIPTIONS

total $15,303 · management and general $15,303

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $188,048 · end of year $198,164
2 · Savings and temporary cash investments

beginning of year $204,156 · end of year $52,053
4 · Accounts receivable

beginning of year $207,070 · end of year $196,880
9 · Prepaid expenses and deferred charges

beginning of year $80,471 · end of year $92,861
11 · Investments: publicly traded securities

beginning of year $2,820,915 · end of year $2,766,254
17 · Accounts payable and accrued expenses

beginning of year $10,871 · end of year $356,903
19 · Deferred revenue

beginning of year $461,039 · end of year $532,898
27 · Net assets without donor restrictions

beginning of year $3,028,750 · end of year $2,416,411

Mission and programs · 2023

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 $1,258,559 · Grants $906 · Revenue $1,396,780
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 $473,094 · Revenue $450,711
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 $274,535 · Revenue $308,529
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 $82,408 · Revenue $969,414

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

Listed in Part VII

Corrie Whitmore PhD PresCORRIE WHITMORE PHD PRES

UNTIL DEC. 2023, THEN PAST PRES.

Total calculated

$0

Hours/week

15
Felicia Bohanon EdD Pres-FELICIA BOHANON EDD PRES-

ELECT UNTIL DEC. 2023, THEN PRES.

Total calculated

$0

Hours/week

5
Veronica OlazabalVERONICA OLAZABAL

PAST PRESIDENT UNTIL DEC. 2023

Total calculated

$0

Hours/week

5
Karen Jackson PhDKAREN JACKSON PHD

PRESIDENT-ELECT AS OF JAN. 2024

Total calculated

$0

Hours/week

5
Thomas ChapelTHOMAS CHAPEL

TREASURER

Total calculated

$0

Hours/week

5
Katherine Tibbetts PhDKATHERINE TIBBETTS PHD

DIRECTOR

Total calculated

$0

Hours/week

5
Monica Ruiz-CasaresMONICA RUIZ-CASARES

DIRECTOR

Total calculated

$0

Hours/week

5
Tom Archibald PhDTOM ARCHIBALD PHD

DIRECTOR

Total calculated

$0

Hours/week

5
Cynthia PhillipsCYNTHIA PHILLIPS

DIRECTOR

Total calculated

$0

Hours/week

5
Sebastian LemireSEBASTIAN LEMIRE

DIRECTOR

Total calculated

$0

Hours/week

5
Kerry Bruce PhDKERRY BRUCE PHD

DIRECTOR

Total calculated

$0

Hours/week

5
Esther Nolton PhDESTHER NOLTON PHD

DIRECTOR AS OF JAN. 2024

Total calculated

$0

Hours/week

5
Ayesha Boyce PhDAYESHA BOYCE PHD

DIRECTOR AS OF JAN. 2024

Total calculated

$0

Hours/week

5
Beeta TahmassebiBEETA TAHMASSEBI

DIRECTOR AS OF JAN. 2024

Total calculated

$0

Hours/week

5
Maurice Samuels PhDMAURICE SAMUELS PHD

DIRECTOR UNTIL DEC. 2023

Total calculated

$0

Hours/week

5
Guili Zhang PhDGUILI ZHANG PHD

DIRECTOR UNTIL DEC. 2023

Total calculated

$0

Hours/week

5
Xiaoxia Newton PhDXIAOXIA NEWTON PHD

DIRECTOR UNTIL DEC. 2023

Total calculated

$0

Hours/week

5
Anisha LewisANISHA 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: 2023
Filed: 7 May 2025
IRS schema version: 2023v6.0
Source object: 202501329349302095

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