Nonprofit · EIN 22-2382803
ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION INC
Tax-exempt · NEW YORK, NY 10101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $156,915 | $128,898 | $28,017 | $140,301 | $0 | $140,301 |
| June 30, 2024 | 990 | $91,834 | $158,216 | -$66,382 | $112,284 | $0 | $112,284 |
| June 30, 2023 | 990 | $83,858 | $93,983 | -$10,125 | $178,666 | $0 | $178,666 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $12,287
- Membership dues
- $4,490
- Program service revenue
- $143,537
- Investment income
- $1,091
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $8,961
- Travel
- $11,894
- Program services (functional)
- $98,464
- Management and general (functional)
- $29,645
- Fundraising (functional)
- $789
Balance sheet and other
- Total assets, start of year
- $112,284
- Total assets, end of year
- $140,301
- Total liabilities, end of year
- $0
- Net assets, end of year
- $140,301
- Net assets without donor restrictions
- $140,301
- Gross receipts
- $156,915
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1977
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGELICA BENITEZ | PRESIDENT Trustee or director, Officer | 25 | $0 |
| STEPHEN REBELLO | PRESIDENT - ELECT Trustee or director, Officer | 20 | $0 |
| ANTHONY PLONCZYNSKI-FIGUEROA | PAST PRESIDENT Trustee or director, Officer | 20 | $0 |
| DR HEATHER HAGENBUCH | TREASURER Trustee or director, Officer | 20 | $0 |
| DR CHRISTINA CHISHOLM | SECRETARY Trustee or director, Officer | 20 | $0 |
| ROHESIA HICKS | NEW JERSEY NORTH REPRESENTATIVE Trustee or director | 10 | $0 |
| SARAH SMYTH | NEW JERSEY CENTRAL REPRESENTATIVE Trustee or director | 10 | $0 |
| DR KIMYATA VALERE | NEW JERSEY SOUTH REPRESENTATIVE Trustee or director | 10 | $0 |
| JAZMINE CONYEARS-DRAMMEH | NEW YORK NORTH REPRESENTATIVE Trustee or director | 10 | $0 |
| TIFFANY TERRY | NEW YORK CENTRAL REPRESENTATIVE Trustee or director | 10 | $0 |
| CHRISTINA MORTELLARO | NEW YORK WESTERN REPRESENTATIVE Trustee or director | 10 | $0 |
| KAREN K TEXEIRA | MEMBER AT LARGE Trustee or director | 10 | $0 |
| JACQUELINE GHEE | MEMBER AT LARGE Trustee or director | 10 | $0 |
| JAZMINE C POWELL | MEMBER AT LARGE Trustee or director | 10 | $0 |
| TRACY IBEZIM | MEMBER AT LARGE Trustee or director | 10 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER NICKESON | MEMBER AT LARGE Trustee or director | 10 | $0 |
| LIANDY GONZALEZ | MEMBER AT LARGE Trustee or director | 10 | $0 |
| KISSENA FRAZIER | MEMBER AT LARGE Trustee or director | 10 | $0 |
| DR LOTFI BASSA | MEMBER AT LARGE Trustee or director | 10 | $0 |
| ANDREW GEBEL | MEMBER AT LARGE Trustee or director | 10 | $0 |
| JACKASHA WILEY | PAST PRESIDENT'S COUNCIL Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACKASHA-J I WILEY | PAST-PRESIDENT Trustee or director, Officer | 12 | $0 |
| ANTHONY PLONCZYNSKI-FIGUEROA | PRESIDENT Trustee or director, Officer | 15 | $0 |
| ANGELICA BENITEZ | PRESIDENT-ELECT Trustee or director, Officer | 12 | $0 |
| DR HEATHER HAGENBUCH | TREASURER Trustee or director, Officer | 12 | $0 |
| ROHESIA HICKS | NEW JERSEY NORTH REPRESENTATIVE Trustee or director | 6 | $0 |
| SARAH SMYTH | NEW JERSEY CENTRAL REPRESENTATIVE Trustee or director | 6 | $0 |
| DR KIMYATA VALERE | NEW JERSEY SOUTH REPRESENTATIVE Trustee or director | 6 | $0 |
| ALEXANDER DEL ROSARIO | NEW YORK METRO REPRESENTATIVE Trustee or director | 6 | $0 |
| JESSICA MIDYETTE | NEW YORK CENTRAL REPRESENTATIVE Trustee or director | 6 | $0 |
| KISSENA FRAZIER | NEW YORK WESTERN REPRESENTATIVE Trustee or director | 6 | $0 |
| ROBIN VAN DORN | NEW YORK NORTHERN REPRESENTATIVE Trustee or director | 6 | $0 |
| KAREN K TEXEIRA | MEMBER AT LARGE Trustee or director | 5 | $0 |
| GABE ITURBIDES | MEMBER AT LARGE Trustee or director | 5 | $0 |
| DR MELISSA CARLO-GONZALEZDR MELISSA | MEMBER AT LARGE Trustee or director | 5 | $0 |
| JACQUELINE GHEE | MEMBER AT LARGE Trustee or director | 5 | $0 |
| JAZMINE C POWELL | MEMBER AT LARGE Trustee or director | 5 | $0 |
| TRACY IBEZIM | MEMBER AT LARGE Trustee or director | 5 | $0 |
| CHRISTINA MORTELLARO | MEMBER AT LARGE Trustee or director | 5 | $0 |
| STEPHEN REBELLO | MEMBER AT LARGE Trustee or director | 5 | $0 |
| DR CHRISTINA CHISHOLM | SECRETARY Trustee or director, Officer | 12 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| YURI A JOB | PAST-PRESIDENT Trustee or director, Officer | 10 | $0 |
| JACKASHA-J I WILEY | PRESIDENT Trustee or director, Officer | 12 | $0 |
| ANTHONY PLONCZYNSKI-FIGUEROA | PRESIDET-ELECT Trustee or director, Officer | 10 | $0 |
| KYVAUGHN HENRY | SECRETARY Trustee or director, Officer | 10 | $0 |
| DR HEATHER HAGENBUCH | TREASURER Trustee or director, Officer | 10 | $0 |
| DR CHRISTINA CHISHOLM | NORTH REPRESENTATIVE Trustee or director | 10 | $0 |
| DR KIMYATA VALERE | CENTRAL REPRESENTATIVE Trustee or director | 5 | $0 |
| DR DANIELLE STATEN LAMB | SOUTH REPRESENTATIVE Trustee or director | 5 | $0 |
| ALEXANDER DEL ROSARIO | METRO REPRESENTATIVE Trustee or director | 5 | $0 |
| JESSICA MIDYETTE | CENTRAL REPRESENTATIVE Trustee or director | 5 | $0 |
| KISSENA FRAZIER | WESTERN REPRESENTATIVE Trustee or director | 10 | $0 |
| CHRISTINE CAMPBELL | NORTH COUNTY REPRESENTATIVE Trustee or director | 5 | $0 |
| PAUL ALEX WILLIAMS | MEMBER AT LARGE Trustee or director | 5 | $0 |
| CHRISTINA MORTELLARO | MEMBER AT LARGE Trustee or director | 5 | $0 |
| STEPHEN REBELLO | MEMBER AT LARGE Trustee or director | 5 | $0 |
| KAREN K TEXEIRA | MEMBER AT LARGE Trustee or director | 5 | $0 |
| GABE ITURBIDES | MEMBER AT LARGE Trustee or director | 5 | $0 |
| MELISSA CARLO-GONZALEZ | MEMBER AT LARGE Trustee or director | 5 | $0 |
| JACQUELINE GHEE | MEMBER AT LARGE Trustee or director | 5 | $0 |
| JAZMINE C POWELL | MEMBER AT LARGE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1515, NEW YORK, NY 10101-1515
- Principal officer (990 for 2024)
- HEATHER HAGENBUCH, PO BOX 1515 RADIO CITY STATION, NEW YORK, NY 10101
- Signed the 990
- HEATHER HAGENBUCH, TREASURER
- Phone
- (716) 645-4728
- Website
- AEEENYNJ.ORG
- Return prepared by
- BONADIO & CO LLP
Mission
THE ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION, INC. (AEEE) IS A REGIONAL ASSOCIATION OF EDUCATION PROFESSIONALS DEDICATED TO EXPANDING EDUCATIONAL OPPORTUNITY FOR LOW-INCOME, FIRST-GENERATION STUDENTS, VETERANS, AND STUDENTS WITH DISABILITIES IN NEW YORK AND NEW JERSEY. AEEE FULFILLS ITS MISSION BY PROVIDING PROFESSIONAL DEVELOPMENT, FOSTERING COLLABORATION, AND SUPPORTING CONTINUOUS IMPROVEMENT FOR TRIO AND RELATED EDUCATIONAL PROGRAMS.
Program accomplishments
- AEEE HOSTED ITS ANNUAL CONFERENCE, PROVIDING PROFESSIONAL DEVELOPMENT TO OVER 100 TRIO PROFESSIONALS FROM NEW YORK AND NEW JERSEY. THE CONFERENCE INCLUDED WORKSHOPS AND SESSIONS FOCUSED ON PROGRAM COMPLIANCE, STUDENT SUPPORT STRATEGIES, AND EFFECTIVE PROGRAM MANAGEMENT, ALONG WITH STRUCTURED OPPORTUNITIES FOR COLLABORATION AND NETWORKING.Expenses $79,932 · grants $5,500 · revenue $114,411
- AEEE FACILITATED RECURRING VIRTUAL ALL-TRIO HOURS AND TARGETED PROGRAM ROUNDTABLES THROUGHOUT THE YEAR. THESE SESSIONS SUPPORTED KNOWLEDGE-SHARING AND PEER LEARNING ACROSS INSTITUTIONS, ADDRESSING TOPICS SUCH AS PROGRAM OPERATIONS, STUDENT ENGAGEMENT, AND IMPLEMENTATION OF FEDERALLY FUNDED TRIO SERVICES.Expenses $2,992 · revenue $29,126
- AEEE MAINTAINED ACTIVE PARTICIPATION IN THE COUNCIL FOR OPPORTUNITY IN EDUCATION (COE), PROVIDING MEMBERS WITH ACCESS TO NATIONAL TRAINING RESOURCES, PROFESSIONAL DEVELOPMENT OPPORTUNITIES, AND SHARED BEST PRACTICE TO STRENGTHEN TRIO PROGRAM DELIVERY ACCROSS THE REGION.Expenses $15,540
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 22-2382803
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B030)
- Assets (IRS master file)
- $140,301
- Income (IRS master file)
- $156,915
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $156,915 | $128,898 | $140,301 | IRS |
| 990 | June 2024 | $91,834 | $158,216 | $112,284 | IRS |
| 990 | June 2023 | $83,858 | $93,983 | $178,666 | XML |
| 990 | June 2022 | $171,043 | $121,237 | $188,791 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2382803).
Questions about ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION INC
- What is the EIN of ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION INC?
- The employer identification number (EIN) of ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION INC is 22-2382803.
- Is ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION INC?
- The 990 for the year ended June 30, 2025 names HEATHER HAGENBUCH.
- Who are the officers and directors of ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does ASSOCIATION FOR EQUALITY AND EXCELLENCE IN EDUCATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $156,915, expenses of $128,898 and total assets of $140,301 at year end.
Other nonprofits in NEW YORK
- NEW YORK UNIVERSITY EIN 13-5562308 · last filed 990 for 2025
- TRUSTEES OF COLUMBIA UNIVERSITY EIN 13-5598093 · last filed 990 for 2025
- ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI EIN 13-6171197 · last filed 990 for 2024
- CITY UNIVERSITY CONSTRUCTION FUND EIN 13-2587538 · last filed 990 for 2025
- COLLEGE BOARD EIN 13-1623965 · last filed 990 for 2024
- ANDREW W MELLON FOUNDATION EIN 13-1879954 · last filed 990-PF for 2024
- NYC SCHOOL SUPPORT SERVICES INC EIN 81-2621466 · last filed 990 for 2025
- AMERICAN UNIVERSITY OF BEIRUT EIN 13-5596846 · last filed 990 for 2025