2025-05-13T13:13:19-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-07-01 232710950 RESEARCH FOR ACTION INC RESE 2672957760 3675 MARKET ST 200 PHILADELPHIA PA 19104 MARTHA KATE CALLAHAN EXECUTIVE DIRECTOR 2672957760 2025-05-13 1 0 MALLORY GOOD P01704765 2156433900 2025-05-08 2023 2025-03-06 01:10:19Z X MARTHA KATE CALLAHAN 3675 MARKET ST 200 PHILADELPHIA PA 19104 6161593 0 1 X WWW.RESEARCHFORACTION.ORG X 1993 PA TO CONDUCT RESEARCH/EVALUATIONS TO IMPROVE OPPORTUNITIES & OUTCOMES FOR UNDERSERVED STUDENTS 13 12 48 12 0 0 2276434 3689275 2909901 2467537 5407 4351 1932 430 5193674 6161593 116077 89296 0 0 4272115 4362510 0 0 456685 1335244 1067839 5723436 5519645 -529762 641948 5864659 5807205 1752387 1052985 4112272 4754220 X THE MISSION OF RESEARCH FOR ACTION, INC. (RFA) IS TO ENGAGE IN AND USE RESEARCH AS THE BASIS FOR THE IMPROVEMENT OF EDUCATIONAL OPPORTUNITIES AND OUTCOMES FOR TRADITIONALLY UNDERSERVED STUDENTS. 0 0 3470982 89296 2467537 RFA ENVISIONS A JUST EDUCATION SYSTEM, WHERE ALL STUDENTS, ESPECIALLY LEARNERS FROM UNDERSERVED COMMUNITIES, HAVE OPPORTUNITIES TO THRIVE FROM PRE-K THROUGH POSTSECONDARY AND INTO THE WORKFORCE. RECOGNIZING RESEARCH AS A POWERFUL MECHANISM FOR ADVANCING EDUCATION SYSTEMS CHANGE, WE PARTNER WITH CHANGE AGENTS ON ACTIONABLE RESEARCH AND EVALUATION PROJECTS THAT INFORM THE DEVELOPMENT AND SCALE OF HIGH-QUALITY EDUCATION PROGRAMS AND POLICIES. (CONTINUED ON SCHEDULE O).IN FISCAL YEAR 2024, RFA'S APPROXIMATELY 30 RESEARCHERS PARTNERED WITH MORE THAN 20 UNIQUE PARTNERS AND CLIENTS ACROSS THE UNITED STATESRANGING FROM DIRECT-SERVICE NONPROFITS TO PHILANTHROPIC FOUNDATIONS TO PUBLIC SCHOOL DISTRICTS AND STATE SYSTEMS OF HIGHER EDUCATION, TO STATE AND LOCAL EDUCATION DEPARTMENTS, AND THE FEDERAL GOVERNMENT. THROUGH THESE PARTNERSHIPS, RFA DESIGNED AND IMPLEMENTED OVER TWO DOZEN INNOVATIVE RESEARCH PROJECTS YIELDING APPROXIMATELY 50 ACTIONABLE REPORTS DISTILLING EMPIRICAL INSIGHTS AND POLICY GUIDANCE. FURTHER, WE MAKE RESEARCH ACCESSIBLE TO THE PUBLIC THROUGH ACCOMPANYING SOCIAL MEDIA POSTS, BLOGS, MEDIA CITATIONS, LEGISLATIVE TESTIMONY AND OTHER THOUGHT LEADERSHIP, DEMONSTRATING RFA'S IMPACT ON ENSURING ALL STUDENTS, FAMILIES, AND COMMUNITIES CAN ACCESS HIGH QUALITY EDUCATION OPPORTUNITIES. AN ADDITIONAL MEASURE OF OUR EFFECTIVENESS IS THAT RFA IS FREQUENTLY ASKED TO CONDUCT REPEAT WORK FOR OUR CLIENTS AND PARTNERS, DEMONSTRATING THE VALUE AND UTILITY OF OUR RESEARCH ON PROGRAMMATIC AND POLICY DECISION-MAKING. 3470982 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 56 0 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA NY X ALISON MURAWSKI 2672957760 3675 MARKET STREET SUITE 200 PHILADELPHIA PA 19104 MARTHA KATE CALLAHAN EXECUTIVE DIRECTOR 40.00 X X 355983 0 24080 JAMEEL RUSH BOARD CHAIR 0.50 X X 0 0 0 MICHAEL DAVIS SECRETARY/TREASURER 0.50 X X 0 0 0 MEGHAN BRENNEMAN BOARD MEMBER 0.50 X 0 0 0 DANIELLE COOPER-WILLIAMS BOARD MEMBER 0.50 X 0 0 0 TIMOTHY ENG BOARD MEMBER 0.50 X 0 0 0 JESSE GOTTSCHALK BOARD MEMBER 0.50 X 0 0 0 BENJAMIN HEROLD BOARD MEMBER 0.50 X 0 0 0 MICHELLE MARTIN BOARD MEMBER 0.50 X 0 0 0 JANELLE MCDONALD BOARD MEMBER 0.50 X 0 0 0 PRESTON SATCHELL BOARD MEMBER 0.50 X 0 0 0 ALANA SATTERTHWAITE BOARD MEMBER 0.50 X 0 0 0 ISHA WILLIAMS BOARD MEMBER 0.50 X 0 0 0 MEENAKSHI WOLVERTON CHIEF FINANCIAL OFFICER 40.00 X 162990 0 15077 RAYANE ALAMUDDIN CHIEF RESEARCH OFFICER 40.00 X 186435 0 10888 ALISON MURAWSKI CHIEF OPERATING OFFICER 40.00 X 165305 0 18070 TRACEY HARTMANN DIR OF QUALITATIVE RESEARCH 40.00 X 120313 0 15082 ALYN TURNER DIR OF QUANTITATIVE RESEARCH 40.00 X 126496 0 9890 DAVID LAPP DIR OF POLICY RESEARCH 40.00 X 120745 0 19057 SAXON NELSON DIR OF COMMUNITY ENGAGEMENT 40.00 X 133799 0 2755 DAE KIM CHIEF STATISTICIAN 40.00 X 106803 0 15720 1478869 0 130619 13 0 1 0 0 774429 2914846 3689275 RESEARCH CONTRACTS 611710 2467537 2467537 2467537 4351 4351 MISCELLANEOUS 900099 430 430 430 6161593 2467537 0 4781 89296 89296 790519 126505 528519 135495 2904570 2237225 438669 228676 80054 77898 2156 302864 203033 70943 28888 284503 184505 72331 27667 9554 9554 85140 85140 160322 157822 2500 712 606 106 67716 16233 48705 2778 131033 26615 104418 198629 128814 50499 19316 50327 42175 2953 5199 34777 27006 7440 331 16247 10537 4130 1580 21587 14000 5488 2099 RESEARCH PARTNERS 172205 171035 1170 RESEARCH EXPENSES 111600 111509 91 PROF. DEVELOPMENT 7990 3990 4000 5519645 3470982 1591978 456685 350 3412285 3630800 262212 793096 948152 1106928 957887 93520 46917 70404 59745 26906 10659 213059 169093 5864659 5807205 366418 289943 1179034 594067 206935 168975 1752387 1052985 X 3166473 3270603 945799 1483617 4112272 4754220 5864659 5807205 641948 0 X 0 1 X 1 1 1 X 2202568 2994644 3624692 2276434 3689275 14787613 2202568 2994644 3624692 2276434 3689275 14787613 8652041 6135572 6030 5593 5024 5407 4351 26405 901 1966 1932 430 5229 14819247 13617745 0.41400 0.37680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 901. 2021 AMOUNT: $ 1,966. 2022 AMOUNT: $ 1,932. 2023 AMOUNT: $ 430. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70404 59745 10659 10659 OPERATING LEASE LIABILITIES 168975 168975 X 6161593 0 6161593 0 6161593 5519645 0 5519645 0 5519645 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME FOR FISCAL YEAR ENDED JUNE 30, 2024. THEREFORE, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE TAX POSITIONS REFLECTED IN THE ORGANIZATION'S TAX FILINGS AND DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. 1 UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DR STOP K5300 AUSTIN TX 78712 746000203 STATE AGENCY 89296 0 CO-PI OF RESEARCH PROJECT 1 PART I, LINE 2: THE ORGANIZATION'S PROJECT TEAMS MEET REGULARLY WITH THE SUBGRANTEE TO ENSURE THE PROJECT IS ON TRACK. THE ORGANIZATION RECEIVES INVOICES ON A PREDETERMINED SCHEDULE FROM THE SUBGRANTEE; INVOICES ARE REVIEWED AND APPROVED BY THE PROJECT DIRECTOR. THE PROJECT DIRECTOR MEETS REGULARLY WITH THE CFO TO REVIEW PROJECT PROGRESS AND SPENDING. X X X X X 0 0 0 0 0 0 0 1 1 1 MARTHA KATE CALLAHAN EXECUTIVE DIRECTOR 305983 0 50000 0 0 0 20719 0 3361 0 380063 0 0 0 RAYANE ALAMUDDIN CHIEF RESEARCH OFFICER 186435 0 0 0 0 0 3944 0 6944 0 197323 0 0 0 ALISON MURAWSKI CHIEF OPERATING OFFICER 165305 0 0 0 0 0 13576 0 4494 0 183375 0 0 0 MEENAKSHI WOLVERTON CHIEF FINANCIAL OFFICER 162990 0 0 0 0 0 13577 0 1500 0 178067 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS SETS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR SETS THE COMPENSATION FOR THE ORGANIZATION'S OFFICERS. BEFORE MAKING THE FINAL DETERMINATION ON THE EXECUTIVE DIRECTOR'S COMPENSATION, THE HR/BOARD DEVELOPMENT COMMITTEE REVIEWS AND PROVIDES FEEDBACK TO THE BOARD OF DIRECTORS. COMPENSATION SURVEYS, REVIEWS, AND COMPARABILITY DATA PROVIDED BY AN INDEPENDENT ORGANIZATION GUIDE THE DELIBERATION AND DECISION-MAKING PROCESS. PART I, LINE 7 BONUSES FOR STAFF OF RFA ARE DETERMINED BY THE EXECUTIVE DIRECTOR AND ARE GIVEN TO EMPLOYEES WHO GO ABOVE AND BEYOND THEIR POSITION DESCRIPTION TO CONTRIBUTE TO THE ORGANIZATION IN MEANINGFUL WAYS. BONUSES FOR THE EXECUTIVE DIRECTOR ARE AWARDED BY THE BOARD FOLLOWING AN ANNUAL PERFORMANCE REVIEW PER THE STIPULATIONS OUTLINED IN THE EMPLOYMENT CONTRACT. THE EXECUTIVE DIRECTOR WAS AWARDED A BONUS OF $50,000 DURING CALENDAR YEAR 2023. PART I, LINE 8 MARTHA KATE CALLAHAN, EXECUTIVE DIRECTOR, HAS AN EMPLOYMENT CONTRACT WITH THE ORGANIZATION STARTING JUNE 15, 2023. THE CONTRACT AUTOMATICALLY EXTENDS FOR 1 YEAR PERIODS UNLESS OTHERWISE NOTED BY THE BOARD OF DIRECTORS, OR THE EMPLOYEE. FORM 990, PART VI, SECTION A, LINE 1A PER THE RFA BYLAWS, THE BOARD WILL ESTABLISH EXECUTIVE AND NOMINATIONS COMMITTEES AND MAY ESTABLISH ADDITIONAL COMMITTEES TO CONSIST OF TWO OR MORE DIRECTORS OF RFA. ANY SUCH COMMITTEE, TO THE EXTENT PROVIDED IN THE RESOLUTION OF THE BOARD, SHALL HAVE AND MAY EXERCISE ANY OF THE POWERS AND AUTHORITY OF THE BOARD, EXCEPT THAT NO COMMITTEE SHALL HAVE ANY POWER OR AUTHORITY AS TO THE FOLLOWING: THE FILLING OF VACANCIES ON THE BOARD AND REMOVAL OF BOARD MEMBERS OR OFFICERS; THE ADOPTION, AMENDMENT OR REPEAL OF THE BYLAWS; THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD; AND, ACTION ON MATTERS COMMITTED BY THE BYLAWS OR BY RESOLUTION OF THE BOARD TO ANOTHER COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B AFTER MANAGEMENT REVIEW, THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES; IT IS THEN SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENT PERIOD; IF THERE ARE NO COMMENTS, THEN MANAGEMENT WILL FILE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SUBMITS A COMPLETED CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. THE ORGANIZATION REVIEWS EACH FORM IN ITS ENTIRETY. RFA MANAGEMENT DISCUSSES NEW BUSINESS AND RELATIONSHIPS AT EVERY BOARD MEETING, PROVIDING BOARD MEMBERS WITH THE OPPORTUNITY TO IDENTIFY REAL OR PERCEIVED CONFLICTS OF INTEREST. BOARD MEMBERS ARE REQUESTED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. DISCLOSURES ARE REVIEWED BY THE HR/BOARD DEVELOPMENT COMMITTEE AS WELL AS RFA'S EXECUTIVE DIRECTOR AND SR. DIRECTOR OF OPERATIONS. ANY FINDINGS ARE DISCUSSED WITH THE BOARD EXECUTIVE COMMITTEE. IF A CONFLICT OF INTEREST IS IDENTIFIED, RFA'S BOARD CHAIR ASKS THE BOARD MEMBER TO RECUSE THEMSELVES FROM ANY ACTION OR VOTE RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS SETS THE SALARY FOR THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR SETS THE SALARIES FOR THE ORGANIZATION'S EMPLOYEES. LEADERSHIP REGULARLY ENGAGES IN MARKET RESEARCH, SALARY SURVEYS, AND COMPARABILITY DATA TO GUIDE SALARY BANDS. RFA HAS A PLANNED COMPENSATION STUDY WITH AN INDEPENDENT BODY FOR FY26. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE 990 IS ALSO AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG.