2026-05-15T14:33:44-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2024-07-01 232710950 RESEARCH FOR ACTION INC RESE 2672957760 3675 MARKET ST 200 PHILADELPHIA PA 19104 MARTHA KATE CALLAHAN EXECUTIVE DIRECTOR 2672957760 2026-05-14 1 0 LUKE BURNETT P01079018 9786202000 2026-05-06 2024 2025-03-06 01:10:19Z MARTHA KATE CALLAHAN 3675 MARKET ST 200 PHILADELPHIA PA 19104 5230199 0 1 X WWW.RESEARCHFORACTION.ORG X 1993 PA TO CONDUCT RESEARCH/EVALUATIONS TO IMPROVE OPPORTUNITIES & OUTCOMES FOR UNDERSERVED STUDENTS 13 12 49 12 0 0 3689275 3159861 2467537 2026604 4351 43534 430 200 6161593 5230199 89296 147906 0 0 4362510 4021740 0 0 534182 1067839 1270999 5519645 5440645 641948 -210446 5807205 6096721 1052985 1552947 4754220 4543774 X THE MISSION OF RESEARCH FOR ACTION, INC. (RFA) IS TO ENGAGE IN AND USE RESEARCH AS THE BASIS FOR THE IMPROVEMENT OF EDUCATIONAL OPPORTUNITIES AND OUTCOMES FOR TRADITIONALLY UNDERSERVED STUDENTS. 0 0 4071707 147906 2026604 RFA ENVISIONS A JUST EDUCATION SYSTEM, WHERE ALL STUDENTS, ESPECIALLY LEARNERS FROM UNDERSERVED COMMUNITIES, HAVE OPPORTUNITIES TO THRIVE FROM PRE-K THROUGH POSTSECONDARY AND INTO THE WORKFORCE. RECOGNIZING RESEARCH AS A POWERFUL MECHANISM FOR ADVANCING EDUCATION SYSTEMS CHANGE, WE PARTNER WITH CHANGE AGENTS ON ACTIONABLE RESEARCH AND EVALUATION PROJECTS THAT INFORM THE DEVELOPMENT AND SCALE OF HIGH-QUALITY EDUCATION PROGRAMS AND POLICIES. (CONTINUED ON SCHEDULE O).IN FISCAL YEAR 2025, RFA'S APPROXIMATELY 30 RESEARCHERS PARTNERED WITH MORE THAN 20 UNIQUE PARTNERS AND CLIENTS ACROSS THE UNITED STATESRANGING FROM DIRECT-SERVICE NONPROFITS TO PHILANTHROPIC FOUNDATIONS TO PUBLIC SCHOOL DISTRICTS AND STATE SYSTEMS OF HIGHER EDUCATION, TO STATE AND LOCAL EDUCATION DEPARTMENTS, AND THE FEDERAL GOVERNMENT. THROUGH THESE PARTNERSHIPS, RFA DESIGNED AND IMPLEMENTED OVER TWO DOZEN INNOVATIVE RESEARCH PROJECTS YIELDING APPROXIMATELY 50 ACTIONABLE REPORTS DISTILLING EMPIRICAL INSIGHTS AND POLICY GUIDANCE. FURTHER, WE MAKE RESEARCH ACCESSIBLE TO THE PUBLIC THROUGH ACCOMPANYING SOCIAL MEDIA POSTS, BLOGS, MEDIA CITATIONS, LEGISLATIVE TESTIMONY AND OTHER THOUGHT LEADERSHIP, DEMONSTRATING RFA'S IMPACT ON ENSURING ALL STUDENTS, FAMILIES, AND COMMUNITIES CAN ACCESS HIGH QUALITY EDUCATION OPPORTUNITIES. AN ADDITIONAL MEASURE OF OUR EFFECTIVENESS IS THAT RFA IS FREQUENTLY ASKED TO CONDUCT REPEAT WORK FOR OUR CLIENTS AND PARTNERS, DEMONSTRATING THE VALUE AND UTILITY OF OUR RESEARCH ON PROGRAMMATIC AND POLICY DECISION-MAKING. 4071707 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 54 0 1 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NY X ALISON MURAWSKI 2672957760 3675 MARKET STREET SUITE 200 PHILADELPHIA PA 19104 MARTHA KATE CALLAHAN EXECUTIVE DIRECTOR 40.00 X X 264864 0 11217 JAMEEL RUSH BOARD CHAIR 0.50 X X 0 0 0 MICHAEL DAVIS SECRETARY/TREASURER 0.50 X X 0 0 0 MEGHAN BRENNEMAN BOARD MEMBER 0.50 X 0 0 0 DANIELLE COOPER-WILLIAMS BOARD MEMBER 0.50 X 0 0 0 TIMOTHY ENG BOARD MEMBER 0.50 X 0 0 0 JESSE GOTTSCHALK BOARD MEMBER 0.50 X 0 0 0 BENJAMIN HEROLD BOARD MEMBER 0.50 X 0 0 0 MICHELLE MARTIN BOARD MEMBER 0.50 X 0 0 0 JANELLE MCDONALD BOARD MEMBER 0.50 X 0 0 0 PRESTON SATCHELL BOARD MEMBER 0.50 X 0 0 0 ALANA SATTERTHWAITE BOARD MEMBER 0.50 X 0 0 0 ISHA WILLIAMS BOARD MEMBER 0.50 X 0 0 0 MEENAKSHI WOLVERTON CHIEF FINANCIAL OFFICER THROUGH JULY 2025 40.00 X 107687 0 8246 ALISON MURAWSKI CHIEF OPERATING OFFICER 40.00 X 169943 0 14130 ALYN TURNER DIR OF QUANTITATIVE RESEAR 40.00 X 168926 0 13517 SAXON NELSON DIR OF COMMUNITY ENGAGEMEN 40.00 X 137115 0 17981 KIMBERLY GLASSMAN SENIOR RESEARCH DIRECTOR 40.00 X 134589 0 8589 DAVID LAPP DIR OF POLICY RESEARCH 40.00 X 118542 0 38690 1101666 0 112370 17 0 1 0 YOUR PART TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19103 ACCOUNTING AND FINANCE 316848 1 1310366 1849495 3159861 RESEARCH CONTRACTS 611710 2026604 2026604 2026604 43534 43534 MISCELLANEOUS 900099 200 200 200 5230199 2026604 0 43734 147906 147906 501816 68669 295581 137566 2889199 2336779 309396 243024 92342 86615 1335 4392 288816 211477 46343 30996 249567 178866 43180 27521 54600 54600 416027 337301 26827 51899 334 250 84 46908 33640 8092 5176 114964 82395 19891 12678 88940 63744 15388 9808 99222 91894 3635 3693 25051 17859 3905 3287 7998 5732 1384 882 17078 12240 2955 1883 RESEARCH PARTNERS 300317 300317 RESEARCH EXPENSES 87077 87077 PROF. DEVELOPMENT 12483 8946 2160 1377 5440645 4071707 834756 534182 3412285 2602252 262212 2305733 948152 422972 957887 591352 46917 84148 70404 67743 10659 2661 169093 87603 5807205 6096721 289943 444707 594067 1022085 168975 86155 1052985 1552947 X 3270603 3234426 1483617 1309348 4754220 4543774 5807205 6096721 -210446 0 X 0 1 X 1 1 1 X 2994644 3624692 2276434 3689275 3159861 15744906 2994644 3624692 2276434 3689275 3159861 15744906 7609111 8135795 5593 5024 5407 4351 43534 63909 901 1966 1932 430 269187 274416 16083231 12522555 0.50590 0.41400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 901. 2021 AMOUNT: $ 1,966. 2022 AMOUNT: $ 1,932. 2023 AMOUNT: $ 430. 2024 AMOUNT: $ 269,187. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70404 67743 2661 2661 OPERATING LEASE LIABILITIES 86155 86155 X 5230199 0 5230199 0 5230199 5440645 0 5440645 0 5440645 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME FOR FISCAL YEAR ENDED JUNE 30, 2025. THEREFORE, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE TAX POSITIONS REFLECTED IN THE ORGANIZATION'S TAX FILINGS AND DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. 1 UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DR STOP K5300 AUSTIN TX 78712 746000203 STATE AGENCY 147906 0 CO-PI OF RESEARCH PROJECT 1 PART I, LINE 2: THE ORGANIZATION'S PROJECT TEAMS MEET REGULARLY WITH THE SUBGRANTEE TO ENSURE THE PROJECT IS ON TRACK. THE ORGANIZATION RECEIVES INVOICES ON A PREDETERMINED SCHEDULE FROM THE SUBGRANTEE; INVOICES ARE REVIEWED AND APPROVED BY THE PROJECT DIRECTOR. THE PROJECT DIRECTOR MEETS REGULARLY WITH THE CONTROLLER TO REVIEW PROJECT PROGRESS AND SPENDING. X X X X X 0 0 0 0 0 0 0 1 1 1 MARTHA KATE CALLAHAN EXECUTIVE DIRECTOR 264864 0 0 0 0 0 10628 0 589 0 276081 0 0 0 ALISON MURAWSKI CHIEF OPERATING OFFICER 169943 0 0 0 0 0 7018 0 7112 0 184073 0 0 0 ALYN TURNER DIR OF QUANTITATIVE RESEAR 160926 0 8000 0 0 0 3375 0 10142 0 182443 0 0 0 DAVID LAPP DIR OF POLICY RESEARCH 118542 0 0 0 0 0 4970 0 33720 0 157232 0 0 0 SAXON NELSON DIR OF COMMUNITY ENGAGEMEN 137115 0 0 0 0 0 1423 0 16558 0 155096 0 0 0 PART I, LINE 7 BONUSES FOR STAFF OF RFA ARE DETERMINED BY THE EXECUTIVE DIRECTOR AND ARE GIVEN TO EMPLOYEES WHO GO ABOVE AND BEYOND THEIR POSITION DESCRIPTION TO CONTRIBUTE TO THE ORGANIZATION IN MEANINGFUL WAYS. BONUSES FOR THE EXECUTIVE DIRECTOR ARE AWARDED BY THE BOARD FOLLOWING AN ANNUAL PERFORMANCE REVIEW PER THE STIPULATIONS OUTLINED IN THE EMPLOYMENT CONTRACT. PART I, LINE 8 MARTHA KATE CALLAHAN, EXECUTIVE DIRECTOR, HAS AN EMPLOYMENT CONTRACT WITH THE ORGANIZATION STARTING JUNE 15, 2023. THE CONTRACT AUTOMATICALLY EXTENDS FOR 1 YEAR PERIODS UNLESS OTHERWISE NOTED BY THE BOARD OF DIRECTORS, OR THE EMPLOYEE. FORM 990, PART VI, SECTION A, LINE 1A PER THE RFA BYLAWS, THE BOARD WILL ESTABLISH EXECUTIVE AND NOMINATIONS COMMITTEES AND MAY ESTABLISH ADDITIONAL COMMITTEES TO CONSIST OF TWO OR MORE DIRECTORS OF RFA. ANY SUCH COMMITTEE, TO THE EXTENT PROVIDED IN THE RESOLUTION OF THE BOARD, SHALL HAVE AND MAY EXERCISE ANY OF THE POWERS AND AUTHORITY OF THE BOARD, EXCEPT THAT NO COMMITTEE SHALL HAVE ANY POWER OR AUTHORITY AS TO THE FOLLOWING: THE FILLING OF VACANCIES ON THE BOARD AND REMOVAL OF BOARD MEMBERS OR OFFICERS; THE ADOPTION, AMENDMENT OR REPEAL OF THE BYLAWS; THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD; AND, ACTION ON MATTERS COMMITTED BY THE BYLAWS OR BY RESOLUTION OF THE BOARD TO ANOTHER COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B AFTER MANAGEMENT REVIEW, THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES; IT IS THEN SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENT PERIOD; IF THERE ARE NO COMMENTS, THEN MANAGEMENT WILL FILE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SUBMITS A COMPLETED CONFLICT OF INTEREST DISCLOSURE FORM ON A ROUTINE BASIS. THE ORGANIZATION REVIEWS EACH FORM IN ITS ENTIRETY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS SETS THE SALARY FOR THE EXECUTIVE DIRECTOR. THE ED SETS THE COMPENSATION FOR KEY EMPLOYEES USING MARKET DATA AND COMPARABILITY FROM OTHER SIMILAR ORGANIZATIONS. LEADERSHIP REGULARLY ENGAGE IN MARKET RESEARCH, SALARY SURVEYS, AND COMPARABILITY DATA TO GUIDE SALARY BANDS. RFA IS PLANNING A COMPENSATION STUDY WITH AN EXTERNAL FIRM IN FY27. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE 990 IS ALSO AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG.