irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $3KAEEE 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.
- #2 $16KAEEE 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.
named programs · 3 · from sources
What they call their work
Policy Advocacy and COE Representation
Leadership delegates from New York and New Jersey represent regional TRIO programs on the Council for Opportunity in Education board and engage in annual advocacy events in Washington, DC
Professional Development and Conferences
Annual conference and ongoing opportunities for training, institutional spotlights, and leadership development for TRIO staff across the region
Virtual TRIO Hours and Roundtables
Recurring virtual sessions facilitating knowledge-sharing and peer learning among TRIO professionals on topics including program operations, student engagement, and federal grant implementation
activities · 6 groups
What they do
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Educator Conferences & Professional Development Events 3 activities
- Facilitates virtual knowledge-sharing and peer learning among TRIO professionalsOrganizes recurring virtual all-TRIO hours and targeted program roundtables to support peer learning on topics including program operations, student engagement, and implementation of federally funded TRIO services.
- Hosts annual conference and facilitates member participation in eventsOrganizes and hosts an annual conference, including the 47th Annual AEEE Conference titled 'The Investment Continues: Advancing the TRIO Legacy' in 2024, and facilitates member participation in regional and district meetings and events.
- Supports TRIO program delivery through national network participationMaintains active participation in the Council for Opportunity in Education, providing members with access to national training resources, professional development opportunities, and shared best practices to strengthen TRIO program delivery in the region.
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Local High School Scholarship Programs 1 activity
- Awards scholarships to TRIO students and program personnelProvides annual scholarship opportunities to current TRIO participants in member programs and awards them during the AEEE Annual Conference.
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Leadership Development Programs 1 activity
- Conducts leadership and professional development programs for TRIO professionalsOffers professional development initiatives such as Emerging Leaders and Policy Seminars, peer review services, and leadership training to support TRIO program staff in the region.
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Education Policy Advocacy & Reform 1 activity
- Engages in advocacy through representation in national policy forumsServes as delegates from New York and New Jersey on the Board of Directors for the Council for Opportunity in Education and participates in annual educational events in Washington DC to meet with congressional representatives and communicate the impact of TRIO programs.
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Member-Exclusive Resource Access 1 activity
- Provides access to resources and governance materials for membersOffers members access to association governing documents, resources, and materials from the annual conference and other events.
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College Access and Success Support 1 activity
- Provides college access and retention services through TRIO programsDelivers college access and retention services annually to over 33,000 low-income students, first-generation students, veterans, and students with disabilities through a network of member institutions across New York and New Jersey.
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financials · form 990 · fy2024
revenue
Total revenue$157K
Contributions & grants$12K8%
Program service revenue$144K91%
Investment income$1K1%
Other revenue$0
expenses
Total expenses$129K
Program expenses76%
Admin / overhead23%
Fundraising1%
Salaries & benefits$0
Grants paid out$6K
Largest expense lineProfessional Fees
balance sheet
Total assets$140K
Cash$115K
Investments$25K
Liabilities$0
Net assets$140K
Liquid reserves13.1 mo
5 years on record · 2020–2024 · YoY revenue +70.9%
leadership · form 990 part vii · fy2024
Who runs it
board members · 21
- ANDREW GEBEL — MEMBER AT LARGE
- ANGELICA BENITEZ — PRESIDENT
- ANTHONY PLONCZYNSKI-FIGUEROA — PAST PRESIDENT
- CHRISTINA MORTELLARO — NEW YORK WESTERN REPRESENTATIVE
- DR CHRISTINA CHISHOLM — SECRETARY
- DR HEATHER HAGENBUCH — TREASURER
- DR KIMYATA VALERE — NEW JERSEY SOUTH REPRESENTATIVE
- DR LOTFI BASSA — MEMBER AT LARGE
- JACKASHA WILEY — PAST PRESIDENT'S COUNCIL
- JACQUELINE GHEE — MEMBER AT LARGE
- JAZMINE C POWELL — MEMBER AT LARGE
- JAZMINE CONYEARS-DRAMMEH — NEW YORK NORTH REPRESENTATIVE
- JENNIFER NICKESON — MEMBER AT LARGE
- KAREN K TEXEIRA — MEMBER AT LARGE
- KISSENA FRAZIER — MEMBER AT LARGE
- LIANDY GONZALEZ — MEMBER AT LARGE
- ROHESIA HICKS — NEW JERSEY NORTH REPRESENTATIVE
- SARAH SMYTH — NEW JERSEY CENTRAL REPRESENTATIVE
- STEPHEN REBELLO — PRESIDENT - ELECT
- TIFFANY TERRY — NEW YORK CENTRAL REPRESENTATIVE
- TRACY IBEZIM — MEMBER AT LARGE
relationships · 15
Who they work with
- American Federation of Teachers Partner — Works with AEEE leadership to advocate for better public policy and elected representation in support of equitable education.
- Association for Equality and Excellence in Education Network — Organizer and host of the 47th Annual AEEE Conference and related campaigns.
- Council for Opportunity in Education Network — Participates in the Council for Opportunity in Education through representation by the President-Elect.
- Council for Opportunity in Education Network — Participates in the national network of TRIO-based organizations, formerly known as NCEOA and originally NCCEOA.
- Council for Opportunity in Education Network — Professional network affiliation for AEEE members to advance TRIO program goals and share best practices.
- Council for Opportunity in Education Partner — Collaborates to support TRIO programs for low-income, first-generation, and disabled students.
- Council for Opportunity in Education Partner — Collaborates with the Council for Opportunity in Education through board representation, joint advocacy events, and access to national training resources for TRIO professionals.
- NJ Hispanic Association for Higher Education, Inc. Partner — Collaborative relationship through shared leadership and advocacy for Latino students in higher education.
- National Education Association Partner — Engages with AEEE leadership to advocate for improved public policy and representation for students and educators.
- New York State United Teachers Partner — Collaborates with AEEE leadership in advancing equitable education through political organizing and advocacy.
- Ocean Casino Resort Partner — Host venue for the 47th Annual AEEE Conference.
- TRIO Partner — Provides scholarship opportunities to students who are current TRIO participants in AEEE member programs.
- TRIO programs Partner — Collaborates with TRIO programs to support college access and retention for low-income students.
- TRiO Network — Organization serving all TRiO programs in New York and New Jersey
- colleges, universities, and agencies that host TRIO programs Partner — Collaborates with TRIO program-hosting colleges, universities, and agencies to deliver college access and retention services.
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Institutional Replication of Proven Equity Modelsmethodology: institutional_replication_of_trio_modelsBy promoting and supporting the replication of federal TRIO program models at the institutional level, we expand access and success for underserved students because locally adapted versions of evidence-based programs increase systemic capacity for equity.
- Peer-Led Professional Network for Program Improvementmethodology: peer_learning_networksBy creating structured peer-learning opportunities and professional networks among TRIO staff, we improve program effectiveness and student engagement because shared knowledge and collaborative problem-solving enhance service delivery and staff retention.
- Policy Advocacy Through Institutional Representationmethodology: policy_advocacy_through_representationBy placing leaders in national policy forums and conducting direct advocacy with congressional representatives, we strengthen funding and support for TRIO programs because evidence-based regional impact narratives influence legislative decision-making.