TY 2020 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) AMY STUART WELLS...................................................................... PAST PRESIDENT (UNTIL 4/30/20)	1.00 .................	X	X
(2) NA'ILAH SUAD NASIR...................................................................... PRESIDENT ELECT (BEGAN 5/1/20)	1.00 .................	X	X
(3) SHAUN R HARPER...................................................................... PRES. ELECT THEN PRES (TRANS 5/1/20)	1.00 .................	X	X
(4) VANESSA SIDDLE WALKER...................................................................... PRES THEN PAST PRES (TRANS 5/1/20)	1.00 .................	X	X
(5) SUSAN C FAIRCLOTH...................................................................... DIRECTOR	1.00 .................	X
(6) DOROTHEA M ANAGNOSTOPOULOS...................................................................... DIRECTOR	1.00 .................	X
(7) JANELLE T SCOTT...................................................................... DIRECTOR	1.00 .................	X
(8) OKHEE LEE...................................................................... DIRECTOR	1.00 .................	X
(9) SARAH M KIEFER...................................................................... DIRECTOR	1.00 .................	X
(10) SYLVIA HURTADO...................................................................... DIRECTOR	1.00 .................	X
(11) VASTI TORRES...................................................................... DIRECTOR	1.00 .................	X
(12) CINDY M WALKER...................................................................... DIRECTOR	1.00 .................	X
(13) SANDRA GRAHAM...................................................................... DIRECTOR	1.00 .................	X
(14) YOON SOO PARK...................................................................... DIRECTOR	1.00 .................	X
(15) AMANDA L DATNOW...................................................................... DIRECTOR	1.00 .................	X
(16) MAISHA T WINN...................................................................... DIRECTOR	1.00 .................	X
(17) CHRISTOPHER M SPAN...................................................................... DIRECTOR (UNTIL 4/30/20)	1.00 .................	X

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(18) DENISE M TALIAFERRO BASZILE........................................................................ DIRECTOR (UNTIL 4/30/20)	1.00 .......................	X			0	0
(19) DESA KARYE DANIEL........................................................................ DIRECTOR (UNTIL 4/30/20)	1.00 .......................	X			0	0
(20) ERNEST D MORRELL II........................................................................ DIRECTOR (UNTIL 4/30/20)	1.00 .......................	X			0	0
(21) MARGARET J MAAKA........................................................................ DIRECTOR (UNTIL 4/30/20)	1.00 .......................	X			0	0
(22) STELLA M FLORES........................................................................ DIRECTOR (UNTIL 4/30/20)	1.00 .......................	X			0	0
(23) VICKIE L CARTWRIGHT........................................................................ DIRECTOR (UNTIL 4/30/20)	1.00 .......................	X			0	0
(24) ZEUS LEONARDO........................................................................ DIRECTOR (UNTIL 4/30/20)	1.00 .......................	X			0	0
(25) TESSA JOHNSON........................................................................ DIRECTOR (BEGAN 5/1/20)	1.00 .......................	X			0	0
(26) KAKALI BHATTACHARYA........................................................................ DIRECTOR (BEGAN 5/1/20)	1.00 .......................	X			0	0
(27) BRADLEY J MCMILLEN........................................................................ DIRECTOR (BEGAN 5/1/20)	1.00 .......................	X			0	0
(28) ISABEL NUNEZ........................................................................ DIRECTOR (BEGAN 5/1/20)	1.00 .......................	X			0	0
(29) JEROME E MORRIS........................................................................ DIRECTOR (BEGAN 5/1/20)	1.00 .......................	X			0	0
(30) KATRINA M SANDERS........................................................................ DIRECTOR (BEGAN 5/1/20)	1.00 .......................	X			0	0
(31) DIANA E HESS........................................................................ DIRECTOR (BEGAN 5/1/20)	1.00 .......................	X			0	0
(32) TERESA L MCCARTY........................................................................ DIRECTOR (BEGAN 5/1/20)	1.00 .......................	X			0	0
(33) FELICE J LEVINE........................................................................ EXEC. DIR. & SECRETARY/TREASURER	37.50 .......................		X		316,027	42,928
(34) NORMAN TENORIO........................................................................ DIRECTOR OF FINANCE & ADMINISTRATION	37.50 .......................		X		143,995	27,842
(35) TONY PALS........................................................................ DIRECTOR OF COMMUNICATIONS/OUTREACH	37.50 .......................			X	165,591	28,483
(36) ROBERT SMITH........................................................................ DIRECTOR OF MEETINGS	37.50 .......................			X	165,457	27,962
(37) LORI D HILL........................................................................ ASSOC. EXEC. DIR. FOR PRGMS & POLICY	37.50 .......................			X	163,240	27,944
(38) GEORGE WIMBERLY........................................................................ DIRECTOR OF PROFESSIONAL DEVELOPMENT	37.50 .......................			X	162,242	27,892
(39) JOHN NEIKIRK........................................................................ DIRECTOR OF PUBLICATIONS	37.50 .......................			X	132,569	24,501

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

AMERICAN EDUCATIONAL RESEARCH
ASSOCIATION

Employer identification number

23-7003537

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2020

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2020. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	778,748	703,552	2,283,186	1,024,847	1,185,688	5,976,021
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	9,510,317	8,831,316	9,963,511	9,450,888	5,953,654	43,709,686
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5	10,289,065	9,534,868	12,246,697	10,475,735	7,139,342	49,685,707
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons	27,280	20,030	22,517	25,154	15,580	110,561
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.	1,852,863	1,831,529	1,831,887	1,451,435	1,316,848	8,284,562
c	Add lines 7a and 7b..	1,880,143	1,851,559	1,854,404	1,476,589	1,332,428	8,395,123
8	Public support. (Subtract line 7c from line 6.)						41,290,584

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
9	Amounts from line 6...	10,289,065	9,534,868	12,246,697	10,475,735	7,139,342	49,685,707
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	997,270	922,373	917,458	929,712	798,854	4,565,667
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	997,270	922,373	917,458	929,712	798,854	4,565,667
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..	1,018	909	4,564	7,184	410	14,085
13	Total support. (Add lines 9, 10c, 11, and 12.)..	11,287,353	10,458,150	13,168,719	11,412,631	7,938,606	54,265,459

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 8, column (f) divided by line 13, column (f)) .........

76.090 %

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

76.610 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

8.410 %

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

8.390 %

19a

331/3% support tests—2020. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2019. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2020

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2020

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2020

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Name of the organization

AMERICAN EDUCATIONAL RESEARCH
ASSOCIATION

Employer identification number

23-7003537

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization AMERICAN EDUCATIONAL RESEARCH ASSOCIATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization AMERICAN EDUCATIONAL RESEARCH ASSOCIATION		Employer identification number 23-7003537

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization AMERICAN EDUCATIONAL RESEARCH ASSOCIATION			Employer identification number 23-7003537
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

AMERICAN EDUCATIONAL RESEARCH
ASSOCIATION

Employer identification number

23-7003537

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2020

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................	0
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	39,752
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	39,752
d	Other exempt purpose expenditures ...............................................................................	8,085,372
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	8,125,124
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	556,256
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	139,064
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................	0
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) Total

2a	Lobbying nontaxable amount	734,563	776,119	675,425	556,256	2,742,363

b	Lobbying ceiling amount (150% of line 2a, column(e))					4,113,545

c	Total lobbying expenditures	109,488	82,931	38,416	39,752	270,587

d	Grassroots nontaxable amount	183,641	194,030	168,856	139,064	685,591

e	Grassroots ceiling amount (150% of line 2d, column (e))					1,028,387

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2020

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990 or 990EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

AMERICAN EDUCATIONAL RESEARCH
ASSOCIATION

Employer identification number

23-7003537

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2020

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .......................

3a(i)

(ii) Related organizations .......................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	1,475,974		1,475,974
b	Buildings ....	12,011,695	2,614,191	9,397,504
c	Leasehold improvements
d	Equipment ....	595,165	542,031	53,134
e	Other .....	1,317,211	459,960	857,251
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				11,783,863

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2020

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	10,097,439
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	2,006,500
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	2,006,500
3	Subtract line 2e from line 1..................			3	8,090,939
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	120,936
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	120,936
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	8,211,875

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	8,004,188
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	8,004,188
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	120,936
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	120,936
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	8,125,124

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	FOR THE YEAR ENDED DECEMBER 31, 2020, AERA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.

Schedule D (Form 990) 2020

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization
AMERICAN EDUCATIONAL RESEARCH
ASSOCIATION

Employer identification number
23-7003537

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ARIZONA STATE UNIVERSITY PO BOX 870611 TEMPE,AZ85287	86-0196696	GOVERNMENT	10,000	RESEARCH
(2) TRUSTEES OF BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL,MA02467	04-2103545	501(C)(3)	10,000	RESEARCH
(3) BROWN UNIVERSITY BOX 1997 69 BROWN ST 2ND FLOOR PROVIDENCE,RI02912	05-0258809	501(C)(3)	12,000	RESEARCH
(4) COLUMBIA UNIVERSITY 615 WEST 131ST ST NEW YORK,NY10027	13-5598093	501(C)(3)	12,500	RESEARCH
(5) CITY UNIVERSITY OF NEW YORK 365 FIFTH AVE NEW YORK,NY10016	13-3893538	GOVERNMENT	27,750	RESEARCH
(6) FLORIDA STATE UNIV RESEARCH FOUNDATION INC 2000 LEVY AVE SUITE 351 TALLAHASSEE,FL32310	59-3211153	501(C)(3)	9,000	RESEARCH
(7) GEORGIA STATE UNIVERSITY 58 EDGEWOOD AVE 3RD FLOOR ATLANTA,GA30303	58-1845423	501(C)(3)	12,000	RESEARCH
(8) GEORGE WASHINGTON UNIVERSITY 45155 RESEARCH PLACE SUITE 260 ASHBURN,VA20147	53-0196584	501(C)(3)	5,000	RESEARCH
(9) HARVARD UNIVERSITY PO BOX 415649 BOSTON,MA02241	04-2103580	501(C)(3)	41,666	RESEARCH
(10) JOHNS HOPKINS 3910 KESWICK ROAD N4327B BALTIMORE,MD21211	52-0595110	501(C)(3)	15,833	RESEARCH
(11) BOARD OF TRUSTEES OF MICHIGAN STATE UNIVERSITY 426 AUDITORIUM RD RM 360 EAST LANSING,MI48824	38-6005984	501(C)(3)	25,000	RESEARCH
(12) MONCLAIR STATE UNIVERSITY 1 NORMAL AVENUE MONTCLAIR,NY07043	22-2912682	GOVERNMENT	23,000	RESEARCH
(13) OREGON STATE UNIVERSITY B312 KERR ADMIN BUILDING CORVALLIS,OR97331	61-1730890	GOVERNMENT	6,666	RESEARCH
(14) PENN STATE UNIVERSITY 110 TECHNOLOGY CENTER BLDG UNIVERSITY PARK,PA16802	24-6000376	GOVERNMENT	37,000	RESEARCH
(15) TRUSTEES OF PURDUE UNIVERSITY 1281 WIN HENTSCHEL BLVD SUITE 1100 WEST LAFAYETTE,IN47906	35-6002041	GOVERNMENT	9,000	RESEARCH
(16) THE RAND CORPORATION 1776 MAIN STREET SANTA MONICA,CA90407	95-1958142	501(C)(3)	10,000	RESEARCH
(17) SOUTHERN METHODIST UNIVERSITY PO BOX 750261 DALLAS,TX75275	75-0800689	501(C)(3)	24,500	RESEARCH
(18) SOKA UNIVERSITY 1 UNIVERSITY DRIVE ALISO VIEJO,CA92656	95-3909672	501(C)(3)	12,000	RESEARCH
(19) STONY BROOK UNIVERSITY (SUNY) 1400 WASHINGTON AVE ALBANY,NY12222	16-1514621	GOVERNMENT	10,000	RESEARCH
(20) TEACHERS COLLEGE COLUMBIA UNIV 525 W 120TH ST MAILBOX 30 NEW YORK,NY10027	13-1624202	501(C)(3)	25,000	RESEARCH
(21) TEXAS STATE UNIVERSITY 601 UNIVERSITY DRIVE JCK 420 SAN MARCOS,TX78666	74-6002248	GOVERNMENT	12,000	RESEARCH
(22) REGENTS OF THE UNIV OF CALIFORNIA 120 THEORY SUITE 200 IRVINE,CA92967	95-2226406	501(C)(3)	23,000	RESEARCH
(23) UNIV OF CA BERKELEY 1500 TOLMAN HALL GSE BERKLEY,CA94720	94-6002123	GOVERNMENT	24,500	RESEARCH
(24) UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO,IL60637	36-2177139	501(C)(3)	9,000	RESEARCH
(25) REGENTS OF UNIV OF CAIRVINE 5171 CALIFORNIA AVE SUITE 150 IRVINE,CA92697	95-2226406	501(C)(3)	6,250	RESEARCH
(26) REGENTS OF UNIV OF CALOS ANGELES 2052 MOORE HALL LOS ANGELES,CA90095	95-6006143	GOVERNMENT	9,000	RESEARCH
(27) UNIV OF GEORGIA RESEARCH FOUNDATION 310 EAST CAMPUS ROAD ATHENS,GA30602	58-1353149	501(C)(3)	6,000	RESEARCH
(28) UNIVERSITY OF HOUSTON SYSTEM PO BOX 988 HOUSTON,TX77001	74-6001399	GOVERNMENT	11,000	RESEARCH
(29) UNIVERSITY OF MARYLAND COLLEGE PARK 4101 CHESAPEAKE BULDING 4300 TERRAPIN TRAIL COLLEGE PARK,MD20742	52-6002033	GOVERNMENT	6,000	RESEARCH
(30) REGENTS OF UNIVERSITY OF MICHIGAN 5082 WOLVERINE TOWER 3003 S STATE ST ANN ARBOR,MI48109	38-6006309	501(C)(3)	19,724	RESEARCH
(31) BOARD OF REGENTS OF THE UNIV OF NEBRASKA 151 PREM S PAUL RESEARCH CENTER 2200 VINE ST LINCOLN,NE68583	47-0049123	501(C)(3)	6,250	RESEARCH
(32) PENN STATE UNIVERSITY 110 TECHNOLOGY CENTER BLDG UNIVERSITY PARK,PA16802	24-6000376	GOVERNMENT	26,833	RESEARCH
(33) UNIVERSITY OF SOUTHERN CA WPH500 MAIL CODE 4035 LOS ANGELES,CA90089	95-1642394	501(C)(3)	12,500	RESEARCH
(34) UNIVERSITY OF TEXAS AT SAN ANTONIO ONE UTSA CIRCLE SAN ANTONIO,TX78249	74-1717115	GOVERNMENT	6,000	RESEARCH
(35) UNIVERSITY OF VIRGINIA PO BOX 400195 CHARLOTTESVILLE,VA22904	54-6001796	GOVERNMENT	39,666	RESEARCH
(36) UNIVERSITY OF WISCONSIN-WHITEWATER 800 W MAIN ST 110 HYER HALL WHITEWATER,WI53190	39-1805963	GOVERNMENT	22,500	RESEARCH
(37) VANDERBILT UNIVERSITY PMB 406310 2301 VANDERBILT PLACE NASHVILLE,TN37240	62-0476822	501(C)(3)	31,000	RESEARCH

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2020

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant
(1) EDUCATIONAL ADVANCEMENT GRANTS	4	112,750
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

SEPARATE PROJECT ACCOUNTING CODES ARE USED TO TRACK EACH GRANT'S FINANCIAL ACTIVITIES. DEPENDING ON THE GRANT, EITHER THE PROGRAM MANAGER (PM)/PROGRAM DIRECTOR (PD) OR THE PRINCIPAL INVESTIGATOR (PI) MONITOR EXPENDITURES AND REVIEW ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE PROPERLY CHARGED TO THE APPLICABLE PROJECTS. ANY EXPENSE REIMBURSEMENTS PAID TO THE PM/PD REQUIRE THE PI'S APPROVAL. ANY REIMBURSEMENTS PAID TO THE PI REQUIRE ANOTHER NON-PI EXECUTIVE STAFF'S APPROVAL. MONTHLY FINANCIAL STATEMENTS ARE PRODUCED. ANNUAL REPORTS ARE SUBMITTED TO THE GRANTING AGENCY AS REQUIRED. FINANCIAL STATEMENTS ARE PREPARED BY THE DIRECTOR OF FINANCE AND ADMINISTRATION AND REVIEWED BY THE PI OR THE PM/PD. BUDGET AND EXPENDITURE MONITORING: THE PM/PD AND/OR PI REVIEWS ALL PAYMENT REQUESTS TO ENSURE THE EXPENDITURES ARE CHARGED AND ALLOCATED TO THE PROPER PROJECTS. THE PM/PD AND/OR PI ARE RESPONSIBLE FOR MONITORING EXPENSES CHARGED TO PROJECT ACCOUNTS. THE BUSINESS OFFICE STAFF PROCESSES ALL PAYMENT REQUESTS AND REVIEWS FOR ALLOWABILITY AND OMB UNIFORM GUIDANCE 2 CFR PART 200 COMPLIANCE. THE DIRECTOR OF FINANCE AND ADMINISTRATION UPDATES THE GRANT FINANCIAL REPORTS TO RECORD MONTHLY ACTIVITIES AND COMPARE ON A MONTHLY BASIS ACTUAL EXPENSES WITH BUDGET. IF THE ASSOCIATION ANTICIPATES HIGHER EXPENSES THAT EXCEED APPROVED BUDGET, IT WILL PROVIDE CONTINUED SUPPORT TO COMPLETE THE PROJECT, UNLESS THE GRANTING AGENCY HAS APPROVED SUPPLEMENTAL FUNDING FOR THE PROJECT.

Schedule I (Form 990) 2020

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow

Attach to Form 990.
Graphic Arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

AMERICAN EDUCATIONAL RESEARCH
ASSOCIATION

Employer identification number

23-7003537

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2020

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1FELICE J LEVINE EXEC. DIR. & SECRETARY/TREASURER	(i) (ii)	316,027 ------------- 0	0 ------------- 0	0 ------------- 0	31,428 ------------- 0	11,500 ------------- 0	358,955 ------------- 0	0 ------------- 0
2TONY PALS DIRECTOR OF COMMUNICATIONS/OUTREACH	(i) (ii)	165,591 ------------- 0	0 ------------- 0	0 ------------- 0	16,900 ------------- 0	11,583 ------------- 0	194,074 ------------- 0	0 ------------- 0
3ROBERT SMITH DIRECTOR OF MEETINGS	(i) (ii)	160,457 ------------- 0	5,000 ------------- 0	0 ------------- 0	16,450 ------------- 0	11,512 ------------- 0	193,419 ------------- 0	0 ------------- 0
4LORI D HILL ASSOC. EXEC. DIR. FOR PRGMS & POLICY	(i) (ii)	163,240 ------------- 0	0 ------------- 0	0 ------------- 0	16,400 ------------- 0	11,544 ------------- 0	191,184 ------------- 0	0 ------------- 0
5GEORGE WIMBERLY DIRECTOR OF PROFESSIONAL DEVELOPMENT	(i) (ii)	162,242 ------------- 0	0 ------------- 0	0 ------------- 0	16,350 ------------- 0	11,542 ------------- 0	190,134 ------------- 0	0 ------------- 0
6NORMAN TENORIO DIRECTOR OF FINANCE & ADMINISTRATION	(i) (ii)	143,995 ------------- 0	0 ------------- 0	0 ------------- 0	16,300 ------------- 0	11,542 ------------- 0	171,837 ------------- 0	0 ------------- 0
7JOHN NEIKIRK DIRECTOR OF PUBLICATIONS	(i) (ii)	132,569 ------------- 0	0 ------------- 0	0 ------------- 0	13,200 ------------- 0	11,301 ------------- 0	157,070 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2020

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 7	BONUS COMPENSATION IS REPORTED IN PART II, COLUMN (B)(II).

Schedule J (Form 990) 2020

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization
AMERICAN EDUCATIONAL RESEARCH
ASSOCIATION

Employer identification number
23-7003537

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	DISTRICT OF COLUMBIA	53-6001131		08-16-2012	6,900,000	REFUND OF 07/26/07 ISSUE		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	3,310,750
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	6,900,000
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	49,306
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............
11 Other spent proceeds .............
12 Other unspent proceeds .............
13 Year of substantial completion .............	2007
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2019, a current refunding issue)? ........	X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2019, an advance refunding issue)? ........		X
16 Has the final allocation of proceeds been made? ..........	X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2020

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............
7 Does the bond issue meet the private security or payment test? ...		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X
b Exception to rebate? ........		X
c No rebate due? .........	X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X

Schedule K (Form 990) 2020

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
FORM 990, SCHEDULE K, PART IV, LINE 2C:	NO REBATE COMPUTATION WAS MADE BECAUSE THERE WERE NO BOND PROCEEDS TO INVEST.

Schedule K (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

AMERICAN EDUCATIONAL RESEARCH
ASSOCIATION

Employer identification number

23-7003537

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2020

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) SUBSTANTIAL CONTRIBUTOR	SUBSTANTIAL CONTRIB	1,396,234	SEE BELOW		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation
SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:	(A) NAME OF PERSON: SUBSTANTIAL CONTRIBUTOR(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SUBSTANTIAL CONTRIBUTOR(D) DESCRIPTION OF TRANSACTION: AERA OUTSOURCES THE PUBLICATION OF ITS JOURNALS TO A SUBSTANTIAL CONTRIBUTOR. THIS ORGANIZATION COLLECTS FEES FROM THIRD PARTY USERS AND PASSES AMOUNTS THROUGH TO AERA AS PUBLICATION INCOME AND ROYALTIES.

Schedule L (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

AMERICAN EDUCATIONAL RESEARCH
ASSOCIATION

Employer identification number

23-7003537

Return Reference	Explanation
FORM 990, PART IV, QUESTION 28C:	IN 2020, AERA HAD BUSINESS TRANSACTIONS WITH AN ENTITY THAT MEETS THE IRS DEFINITION OF AN INTERESTED PERSON (SUBSTANTIAL CONTRIBUTOR) AS SPECIFIED IN THE FORM 990, SCHEDULE L, PART IV INSTRUCTIONS. ACCORDINGLY, IN ACCORDANCE WITH THE IRS INSTRUCTIONS, AERA IS FILING A SCHEDULE L TO REPORT A BUSINESS TRANSACTION WITH AN INTERESTED PARTY. PART IV, QUESTION 28 DOES NOT INCLUDE TRANSACTIONS INVOLVING INTERESTED PERSONS AS DEFINED IN SCHEDULE L. ALTHOUGH QUESTION 28 DOES NOT INCLUDE "INTERESTED PERSONS", AERA HAS ANSWERED "YES" TO QUESTION 28C TO NOTE THE FILING OF SCHEDULE L. AERA DID NOT HAVE A 2020 BUSINESS TRANSACTION WITH ANY ENTITY OF WHICH A CURRENT OR FORMER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE (OR A FAMILY MEMBER THEREOF) WAS AN OFFICER, DIRECTOR, TRUSTEE, OR DIRECT OR INDIRECT OWNER.
FORM 990, PART VI, SECTION A, LINE 6	AERA HAS FOUR MEMBER CATEGORIES: REGULAR, AFFILIATE, GRADUATE STUDENT, AND RETIRED.
FORM 990, PART VI, SECTION A, LINE 7A	THE GOVERNING BODY IS ELECTED THROUGH A GENERAL ELECTION PROCESS VOTED ON BY THE VOTING MEMBERS OF THE ASSOCIATION.
FORM 990, PART VI, SECTION A, LINE 8B	THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B	UPON RECEIVING THE DRAFT FORM 990 FROM ITS OUTSIDE ACCOUNTANTS, THE ASSOCIATION REVIEWS THE RETURN AND ANY QUESTIONS THAT ARISE DURING THE REVIEW PROCESS ARE DIRECTED BACK TO THE ACCOUNTING FIRM FOR CONFIRMATION OR FURTHER RESOLUTION. UPON SATISFACTION REGARDING THE COMPLETENESS AND ACCURACY OF THE RETURN, THE EXECUTIVE DIRECTOR THEN PROVIDES IT TO THE MEMBERS OF THE EXECUTIVE BOARD PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	AERA'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO KEY EMPLOYEES AND DIRECTORS OF THE ASSOCIATION EACH YEAR. THESE OFFICERS ARE BRIEFED ON THE POLICY BY THE EXECUTIVE DIRECTOR AND ARE REQUIRED TO SIGN A FORM ACKNOWLEDGING RECEIPT AND UNDERSTANDING OF THE POLICY AND AGREEMENT TO COMPLY WITH THE POLICY. EMPLOYEES OF AERA ARE ALSO SUBJECT TO THIS POLICY AS OUTLINED IN AERA'S STAFF HANDBOOK, AND THEY SIGN AN EMPLOYEE ACKNOWLEDGEMENT FORM ACKNOWLEDGING RECEIPT AND UNDERSTANDING OF THESE POLICIES UPON HIRE. ALL DELIBERATIVE BODIES ARE REMINDED OF THE CONFLICT OF INTEREST POLICY AND THOSE WITH CONFLICTS OR THE APPEARANCE OF CONFLICTS RECUSE THEMSELVES FROM DELIBERATIONS AND DECISION MAKING. IN AREAS OF UNCERTAINTY, THE EXECUTIVE DIRECTOR PROVIDES ADVICE AND COUNSEL. THE EXECUTIVE DIRECTOR ALSO SERVES AS AERA'S ETHICS OFFICER.
FORM 990, PART VI, SECTION B, LINE 15A	THE EXECUTIVE DIRECTOR OF AERA IS DIRECTLY ACCOUNTABLE TO THE ASSOCIATION'S GOVERNING BODY. PERFORMANCE REVIEWS FOR THIS INDIVIDUAL ARE PERFORMED BY A REVIEW COMMITTEE COMPRISED OF THE PAST PRESIDENT, THE PRESIDENT AND THE PRESIDENT-ELECT, WITH THE PAST PRESIDENT SERVING AS CHAIR. SALARY SURVEYS FROM THE GEOGRAPHICAL LOCATION AND OTHER CONTEMPORANEOUS INFORMATION ARE PROVIDED TO MEMBERS OF THE EXECUTIVE BOARD (EB) FOR THEIR REVIEW. THE EB DETERMINES THE EXECUTIVE DIRECTOR'S MERIT INCREASES AND SALARY LEVELS BASED ON THE INFORMATION AVAILABLE AND RECOMMENDATIONS FROM THE REVIEW COMMITTEE. THE REVIEW AND DECISION OF THE EB IS DOCUMENTED IN A COMMUNICATION PROVIDED TO THE EXECUTIVE DIRECTOR WITH A STATEMENT REGARDING ANY MERIT INCREASE. IN YEARS WHERE THERE IS A MERIT INCREASE, THIS STATEMENT IS FORWARDED TO THE DIRECTOR OF FINANCE AND ADMINISTRATION. THE MOST RECENT SALARY REVIEW FOR THE EXECUTIVE DIRECTOR TOOK PLACE IN JULY 2016. THE MOST RECENT SALARY REVIEW FOR THE DIRECTOR OF FINANCE AND ALL OTHER EMPLOYEES TOOK PLACE IN NOVEMBER 2019.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART X, LINE 24:	ON APRIL 17, 2020, AERA RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $413,585 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLED FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE COULD BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART. AERA HAS USED THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND SUBSEQUENT TO YEAREND APPLIED FOR AND RECEIVED FULL FORGIVENESS OF THE LOAN. ACCORDINGLY, AERA WILL RECORD REVENUE FROM DEBT EXTINGUISHMENT IN 2021.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,024,847	1,185,688
9	Program service revenue (Part VIII, line 2g) .........	8,066,310	4,568,441
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	521,600	750,144
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,731,679	1,707,602
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	11,344,436	8,211,875
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	689,612	736,820
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	3,149,014	3,199,356
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	6,669,867	4,188,948
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	10,508,493	8,125,124
19	Revenue less expenses. Subtract line 18 from line 12.......	835,943	86,751
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	36,557,249	37,235,882
21	Total liabilities (Part X, line 26).............	7,741,065	6,326,447
22	Net assets or fund balances. Subtract line 21 from line 20.....	28,816,184	30,909,435

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,237,505 including grants of $ ) (Revenue $ 133,950 )
	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.

4b	(Code: ) (Expenses $ 884,065 including grants of $ ) (Revenue $ 1,833,907 )
	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. 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.

4c	(Code: ) (Expenses $ 1,349,180 including grants of $ 652,057 ) (Revenue $ 179,715 )
	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, ANDGENERAL MODES AND METHODS OF RESEARCH MAKE PROFESSIONAL DEVELOPMENT WITHIN AERA A CONTINUING AND ONGOING PROCESS.

	(Code: ) (Expenses $ 510,271 including grants of $ ) (Revenue $ 3,773,457 )
	MEMBERSHIP AND SIGS

	(Code: ) (Expenses $ 719,301 including grants of $ 78,750 ) (Revenue $ )
	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 CENTENNIAL PROGRAMS, 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.

	(Code: ) (Expenses $ 712,994 including grants of $ 6,013 ) (Revenue $ )
	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.

	(Code: ) (Expenses $ 834,368 including grants of $ ) (Revenue $ 32,625 )
	SUPPORTING PROGRAMS

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 2,776,934 including grants of $ 84,763 ) (Revenue $ 3,806,082 )
4e	Total program service expenses6,247,684

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	1,249,121	0	207,552

(A) Name and business address	(B) Description of services	(C) Compensation
KATHERINE J ROSICH 3801 CONNECTICUT AVE NW 716 WASHINGTON,DC20008	CONSULTING	128,180




2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 1

1	Briefly describe the organization’s mission or most significant activities: SEE PART III, LINE 1.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	23
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	23
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	24
6	Total number of volunteers (estimate if necessary) .............	6	32
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	664,312

f	All other contributions, gifts, grants, and similar amounts not included above		1f	521,376

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		1,185,688

		Business Code
2a	MEMBERSHIP DUES	900099	3,773,457	3,773,457
b	PUBLICATIONS	900099	448,694	448,694
c	REGISTRATION FEES	900099	180,015	180,015
d	ANNUAL MEETING	900099	133,950	133,950
e	MANAGEMENT FEES	900099	32,325	32,325
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		4,568,441

3 Investment income (including dividends, interest, and othersimilar amounts) ......			476,875			476,875
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........			1,702,877	1,385,213		317,664
		(ii) Personal	(i) Real
6a	Gross rents		4,315	6a
b	Less: rental expenses		0	6b
c	Rental income or (loss)		4,315	6c
d	Net rental income or (loss).......			4,315			4,315
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		620,936	7a
b	Less: cost or other basis and sales expenses		347,667	7b
c	Gain or (loss)		273,269	7c
d	Net gain or (loss).........			273,269			273,269
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	MISCELLANEOUS		900099	410			410
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			410
12	Total revenue. See instructions.....			8,211,875	5,953,654	0	1,072,533

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	624,070	624,070
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	112,750	112,750
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	530,792	179,478	351,314
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	2,132,957	1,691,638	441,319
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	157,551	130,718	26,833
9	Other employee benefits .......	219,873	167,529	52,344
10	Payroll taxes ...........	158,183	112,837	45,346
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	53,133	13,265	39,868
c	Accounting ...........	38,954		38,954
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	120,936		120,936
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	769,561	658,697	110,864
12	Advertising and promotion ....	15,838	15,838
13	Office expenses .......	157,938	83,526	74,412
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	645,043	439,389	205,654
17	Travel ............	206,583	206,006	577
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	233,591	201,700	31,891
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	516,070	389,256	126,814
23	Insurance ...	49,022		49,022
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PUBLICATIONS	404,274	404,274
b	C.C. PROCESSING FEES	194,044	194,018	26
c	LICENSES AND FEES	161,904	47,104	114,800
d	MEMBERSHIP DUES	118,041	114,768	3,273
e	All other expenses	504,016	460,823	43,193
25	Total functional expenses. Add lines 1 through 24e	8,125,124	6,247,684	1,877,440	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1,996,680	1	927,746
2	Savings and temporary cash investments .........			858,352	2	1,886,333
3	Pledges and grants receivable, net ......			115,600	3	154,912
4	Accounts receivable, net .............			555,056	4	580,217
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			197,175	9	233,635
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	15,400,045
b	Less: accumulated depreciation	10b	3,616,182	12,263,786	10c	11,783,863
11	Investments—publicly traded securities .			20,485,925	11	21,609,116
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............			12,200	14	3,050
15	Other assets. See Part IV, line 11 ...........			72,475	15	57,010
16	Total assets. Add lines 1 through 15 (must equal line 33)...			36,557,249	16	37,235,882

17	Accounts payable and accrued expenses .....	873,615	17	560,032
18	Grants payable ...		18
19	Deferred revenue .........	3,272,563	19	1,763,580
20	Tax-exempt bond liabilities .........	3,594,887	20	3,589,250
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24	413,585
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	7,741,065	26	6,326,447

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	27,253,451	27	29,469,468
28	Net assets with donor restrictions ...........	1,562,733	28	1,439,967
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	28,816,184	32	30,909,435
33	Total liabilities and net assets/fund balances ........	36,557,249	33	37,235,882