Skip to the page content
Passes our checks

Association for Education Finance and Policy Inc

EIN 58-1350874 · Charlottesville, VA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood75 out of 100GovernanceGood71 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

THE ASSOCIATION FOR EDUCATION FINANCE AND POLICY (AEFP) IS DEDICATED TO THE PROMOTION OF RESEARCH AND PARTNERSHIPS THAT CAN INFORM EDUCATION POLICY AND FINANCE AND IMPROVE EDUCATION OUTCOMES. THE AEFP PROMOTES ITS MISSION BY: ENCOURAGING INTELLECTUALLY RIGOROUS EDUCATION FINANCE AND POLICY-RELATED INQUIRY AND SCHOLARSHIP CAPABLE OF IMPROVING UNDERSTANDING AND PRACTICE. DISSEMINATING THEORETICAL AND PRACTICALLY USEFUL KNOWLEDGE. STIMULATING RESPONSIBLE PUBLIC AND PROFESSIONAL DELIBERATION AND DEBATE REGARDING FINDINGS, PRACTICAL POLICY APPLICATIONS, AND RESEARCH METHODS. EXPANDING THE SPECTRUM OF SCHOLARS AND PRACTITIONERS FROM MULTIPLE INTELLECTUAL DISCIPLINES AND PROFESSIONAL FIELDS EXAMINING EDUCATION FINANCE AND POLICY. WELCOMING EARLY CAREER SCHOLARS AND PRACTITIONERS INTO CONVERSATIONS ABOUT EDUCATION FINANCE AND POLICY AND FOSTERING AN ATMOSPHERE OF INCLUSION AND RESPECT. CENTERING JUSTICE, EQUITY, DIVERSITY, AND INCLUSION IN THE WORK OF THE ORGANIZATION TO ENSURE THAT ALL VOICES

Income
$514,646
Spending
$632,899
Spent on programs
87%
Reserves
17.5 months of spending
Largest source of income
fees for its services, 68%
Employees
2
Volunteers
80
Highest pay
$112,001, executive di

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 75 out of 100.

  • Reserves

    35 of 35

    Spendable reserves would cover 17.5 months of spending.

  • Debt

    20 of 20

    It owes 2% of what it owns.

  • Living within its means

    0 of 15

    Spending exceeded income by 23% of income.

  • Income trend

    5 of 15

    Income fell 22% on the year before.

  • Spending floor

    15 of 15

    87% of spending went to programs and raising each dollar of donations cost 4 cents.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Good: 71 out of 100.

  • Independent board

    25 of 25

    22 of 22 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    0 of 5

    Reports no independent review process for its chief executive's pay.

  • Independent check of accounts

    6 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (3)
  1. $380,372 spent. MORE THAN 900 PARTICIPANTS ATTENDED AEFP'S 2024 ANNUAL CONFERENCE, WHERE RESEARCHERS AND PRACTITIONERS PRESENTED THEIR WORK ON P-20 EDUCATION FINANCE AND POLICY. CONFERENCE PARTICIPANTS INCLUDE POLICYMAKERS FROM LOCAL, STATE, AND FEDERAL AGENCIES; REPRESENTATIVES FROM TEACHER ASSOCIATIONS; UNIVERSITY FACULTY; RESEARCHERS FROM THINK TANKS AND NONPROFIT ORGANIZATIONS; AND PROFESSIONALS IN FIELDS SUCH AS EDUCATION, ECONOMICS, POLITICAL SCIENCE, PUBLIC ADMINISTRATION, AND HIGHER EDUCATION. MAJOR TOPIC AREAS INCLUDE EDUCATOR LABOR MARKETS AND EFFECTIVENESS, STUDENT OUTCOMES, AND SCHOOL FINANCE. THE CONFERENCE'S RELATIVELY SMALL SIZE FOSTERS MEANINGFUL ENGAGEMENT AMONG ATTENDEES ACROSS CAREER STAGES AND SECTORS. AEFP'S ANNUAL CONFERENCE IS THE ORGANIZATION'S PRIMARY MODE OF MEMBER ENGAGEMENT AND INCLUDES PLENARY SESSIONS AND NETWORKING OPPORTUNITIES THAT FACILITATE COLLABORATION BEYOND PAPER PRESENTATIONS. MORE THAN 900 PARTICIPANTS ATTENDED AEFP'S 2024 ANNUAL CONFERENCE, WHERE RESEARCHERS AND PRACTITIONERS PRESENTED THEIR WORK ON P-20 EDUCATION FINANCE AND POLICY. CONFERENCE PARTICIPANTS INCLUDE POLICYMAKERS FROM LOCAL, STATE, AND FEDERAL AGENCIES; REPRESENTATIVES FROM TEACHER ASSOCIATIONS; UNIVERSITY FACULTY; RESEARCHERS FROM THINK TANKS AND NONPROFIT ORGANIZATIONS; AND PROFESSIONALS IN FIELDS SUCH AS EDUCATION, ECONOMICS, POLITICAL SCIENCE, PUBLIC ADMINISTRATION, AND HIGHER EDUCATION. MAJOR TOPIC AREAS INCLUDE EDUCATOR LABOR MARKETS AND EFFECTIVENESS, STUDENT OUTCOMES, AND SCHOOL FINANCE. THE CONFERENCE'S RELATIVELY SMALL SIZE FOSTERS MEANINGFUL ENGAGEMENT AMONG ATTENDEES ACROSS CAREER STAGES AND SECTORS. AEFP'S ANNUAL CONFERENCE IS THE ORGANIZATION'S PRIMARY MODE OF MEMBER ENGAGEMENT AND INCLUDES PLENARY SESSIONS AND NETWORKING OPPORTUNITIES THAT FACILITATE COLLABORATION BEYOND PAPER PRESENTATIONS.
  2. $88,920 spent. AEFP PUBLISHES THROUGH MIT PRESS A QUARTERLY JOURNAL, EDUCATION FINANCE & POLICY, FOR ITS MEMBERS AND TO UNIVERSITY LIBRARIES, FOUNDED IN 2005-2006. THE 2024 IMPACT FACTOR: 2.0 AND THE 2024 GOOGLE SCHOLAR H5-INDEX: 29.
  3. $80,668 spent. AEFP PROVIDES TRAVEL GRANTS, OUTSTANDING DISSERTATION AWARDS, AND EARLY CAREER AWARDS TO GRADUATE STUDENTS AND EARLY CAREER SCHOLARS.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since March 1979.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.