2025-05-12T10:00:27-05:00 2024-06-30 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2023-07-01 521463557 AMERICAN EVALUATION ASSOCIATION AMER 2023671166 2001 K STREET NW 300 WASHINGTON DC 20006 ANISHA LEWIS EXECUTIVE DIRECTOR 2023671166 2025-05-07 1 1 SEAN MCELWANEY P01608821 4108840220 2023 2025-03-06 01:10:19Z ANISHA LEWIS 2001 K STREET NW 300 WASHINGTON DC 20006 3689576 0 X WWW.EVAL.ORG X 1986 MD 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. 13 13 0 17 0 0 45116 19083 2677877 3125434 101595 200285 2532 1907 2827120 3346709 3876 906 0 0 0 0 0 0 0 3061725 3966637 3065601 3967543 -238481 -620834 3500660 3306212 471910 889801 3028750 2416411 X 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. 0 0 1258559 906 1396780 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. 473094 450711 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. 274535 308529 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. 82408 969414 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. 82408 969414 2088596 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X SMITHBUCKLIN CORPORATION 2023671166 2001 K STREET NW 300 WASHINGTON DC 20006 X CORRIE WHITMORE PHD PRES UNTIL DEC. 2023, THEN PAST PRES. 15.00 X X 0 0 0 FELICIA BOHANON EDD PRES- ELECT UNTIL DEC. 2023, THEN PRES. 5.00 X X 0 0 0 VERONICA OLAZABAL PAST PRESIDENT UNTIL DEC. 2023 5.00 X X 0 0 0 KAREN JACKSON PHD PRESIDENT-ELECT AS OF JAN. 2024 5.00 X X 0 0 0 THOMAS CHAPEL TREASURER 5.00 X X 0 0 0 KATHERINE TIBBETTS PHD DIRECTOR 5.00 X 0 0 0 MONICA RUIZ-CASARES DIRECTOR 5.00 X 0 0 0 TOM ARCHIBALD PHD DIRECTOR 5.00 X 0 0 0 CYNTHIA PHILLIPS DIRECTOR 5.00 X 0 0 0 SEBASTIAN LEMIRE DIRECTOR 5.00 X 0 0 0 KERRY BRUCE PHD DIRECTOR 5.00 X 0 0 0 ESTHER NOLTON PHD DIRECTOR AS OF JAN. 2024 5.00 X 0 0 0 AYESHA BOYCE PHD DIRECTOR AS OF JAN. 2024 5.00 X 0 0 0 BEETA TAHMASSEBI DIRECTOR AS OF JAN. 2024 5.00 X 0 0 0 MAURICE SAMUELS PHD DIRECTOR UNTIL DEC. 2023 5.00 X 0 0 0 GUILI ZHANG PHD DIRECTOR UNTIL DEC. 2023 5.00 X 0 0 0 XIAOXIA NEWTON PHD DIRECTOR UNTIL DEC. 2023 5.00 X 0 0 0 ANISHA LEWIS EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 2001 K STREET NW 300 WASHINGTON DC 20006 MANAGEMT. INCL. EXE. DIR. COMP. 1937386 1 19083 19083 CONFERENCE, MEETINGS 900099 1396780 1396780 MEMBERSHIP 900099 755304 755304 INSTITUTE REVENUE 900099 450711 450711 INTERNSHIPS 900099 242089 242089 TRAINING & EDUCATION 900099 187295 187295 93255 93255 3125434 208615 208615 334537 342867 -8330 -8330 -8330 REFUNDS AND REIMBURSEM 900099 1907 1907 1907 3346709 3125434 0 202192 X 906 906 1934521 723162 1211359 3915 3915 13232 13232 674314 315465 358849 144789 6670 138119 37940 37940 59344 50861 8483 1036746 967998 68748 16195 2919 13276 MISCELLANEOUS 30338 20615 9723 DUES AND SUBSCRIPTIONS 15303 15303 3967543 2088596 1878947 0 188048 198164 204156 52053 207070 196880 80471 92861 2820915 2766254 3500660 3306212 10871 356903 461039 532898 471910 889801 X 3028750 2416411 3028750 2416411 3500660 3306212 -620834 7876 619 0 X 0 0 0 X 659916 607064 42412 45116 19083 1373591 1851886 1035796 1901470 2677877 3125434 10592463 2511802 1642860 1943882 2722993 3144517 11966054 1775 604 2379 0 1775 604 2379 11963675 83730 74620 86515 101595 208615 555075 83730 74620 86515 101595 208615 555075 2644 2581 2532 1907 9664 2598176 1720061 2030397 2827120 3355039 12530793 0.95470 0.96160 0.04430 0.03730 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REFUNDS AND REIMBURSEMENTS - 2019 AMOUNT: $ 2,644. 2020 AMOUNT: $ 2,581. 2022 AMOUNT: $ 2,532. 2023 AMOUNT: $ 1,907. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO SMITHBUCKLIN CORPORATION VIA A WRITTEN CONTRACTUAL AGREEMENT. SMITHBUCKLIN CORPORATION'S PERFORMANCE UNDER THIS AGREEMENT IS MONITORED BY THE BOARD OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION IS A DUES-PAYING MEMBERSHIP ORGANIZATION. ANY INDIVIDUALS INTERESTED IN THE PURPOSES OF THE ASSOCIATION SHALL BE ELIGIBLE FOR MEMBERSHIP. MEMBERS ARE DEFINED AS THOSE WHO HAVE COMPLETED AN APPLICATION FORM, RECEIVED ACKNOWLEDGMENT OF MEMBERSHIP FROM THE ASSOCIATION, AND PAID THE CURRENTLY STIPULATED MEMBERSHIP DUES. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS IN GOOD STANDING SHALL HAVE THE RIGHT TO VOTE. YEARLY, A COMMITTEE OF THE BOARD SHALL SECURE NOMINATIONS FOR TWO CANDIDATES FOR EACH EXPIRING ELECTED-OFFICE OF THE ASSOCIATION AND SHALL, WITH THE AUTHORIZATION OF THE BOARD OF DIRECTORS, SUBMIT THE SLATE OF CANDIDATES TO THE MEMBERSHIP FOR VOTE BY MAIL OR ELECTRONIC BALLOT. FORM 990, PART VI, SECTION A, LINE 7B ALL MEMBERS SHALL HAVE THE RIGHT TO VOTE ON OFFICIAL MATTERS OF THE ASSOCIATION DEFINED IN THE BYLAWS, TO HOLD OFFICE IF DULY ELECTED, AND TO BE SENT ALL NOTIFICATIONS PERTAINING TO THE OFFICIAL BUSINESS OF THE ASSOCIATION AND MEMBERSHIP PUBLICATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS GIVEN TO THE EXECUTIVE DIRECTOR, WHO PRESENTS IT TO THE EXECUTIVE COMMITTEE (WHICH INCLUDES THE TREASURER) TREASURER) FOR A PRELIMINARY REVIEW. THE FINAL REPORT IS THEN PRESENTED TO THE BOARD OF DIRECTORS. ONCE IT IS REVIEWED AND ACCEPTED, THE EXECUTIVE DIRECTOR WILL SIGN BEFORE IT IS FILED WITH THE IRS. THE FINAL REPORT IS PRESENTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE AND SUBMIT ANNUALLY TO THE EXECUTIVE DIRECTOR THE AEA DISCLOSURE STATEMENT. THEY MUST DISCLOSE ANY OTHER EMPLOYMENT OR FINANCIAL INTEREST WHICH THEY, OR A MEMBER OF THEIR IMMEDIATE FAMILY, MAY HAVE WHICH MIGHT GIVE RISE TO A POSSIBLE CONFLICT OF INTEREST OR DUALITY OF INTEREST WITH THE AMERICAN EVALUATION ASSOCIATION. THE EXECUTIVE DIRECTOR AND THE PAST PRESIDENT/SECRETARY SHALL BECOME FAMILIAR WITH THE STATEMENTS OF ALL BOARD MEMBERS AND OFFICERS IN ORDER TO GUIDE THEIR CONDUCT SHOULD A CONFLICT ARISE. THE SIGNED STATEMENTS WILL BE FILED WITH THE EXECUTIVE DIRECTOR. THE AFFECTED ELECTED DIRECTOR AND/OR OFFICER SHALL MAKE KNOWN THE POTENTIAL CONFLICT, WHETHER DISCLOSED BY HIS OR HER WRITTEN STATMENT OR NOT, AND ALL RELEVANT AND MATERIAL FACTS CONCERNING THE TRANSACTION WHICH MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE INTERESTS OF THE ASSOCIATION, AFTER ANSWERING ANY QUESTIONS THAT ARE ASKED WITH RESPECT TO THE MATTER, THE BOARD MEMBER SHALL WITHDRAW FROM THE MEETING ROOM UNTIL THE MATTER HAS BEEN FURTHER DISCUSSED AND VOTED UPON. IN THE EVENT THAT THE AFFECTED BOARD MEMBER FAILS TO WITHDRAW VOLUNTARILY, THE PRESIDENT IS EMPOWERED AND SHALL REQUIRE THAT THE BOARD MEMBER REMOVE HIMSELF OR HERSELF FROM THE MEETING DURING DISCUSSION AND VOTE ON THE MATTER. IN THE EVENT THE CONFLICT OF INTEREST AFFECTS THE PRESIDENT, THE PAST-PRESIDENT/SECRETARY IS EMPOWERED AND SHALL REQUIRE THAT THE PRESIDENT REMOVE HIMSELF OR HERSELF IN THE SAME MANNER AND, FOR THE DURATION OF DISCUSSION AND ACTION ON THE MATTER, THE PAST-PRESIDENT/ SECRETARY SHALL PRESIDE. AT THE TIME THAT THE BOARD ACCEPTS THE SLATE OF CANDIDATES FOR OFFICE FOR THE SUBSEQUENT YEAR, THE EXECUTIVE DIRECTOR WILL INFORM THOSE CANDIDATES OF THE CONFLICT OF INTEREST EXPECTATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST TO THE ASSOCIATION OFFICE AND ARE PRESENTED TO THE MEMBERSHIP AT THE ANNUAL BUSINESS MEETING. FORM 990, PART IX, LINE 11G SPEAKERS: PROGRAM SERVICE EXPENSES 28,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,000. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 287,465. MANAGEMENT AND GENERAL EXPENSES 358,849. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 646,314.