STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE (EIN 30-0231116)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-06
IRS object ID
202041279349302069
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-06T15:23:05-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN462108854PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENDALL PREBOLA AND JONES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 259AddressLine1Txt
CityBEDFORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP155220259ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300231116EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STRATEGIC EDUCATION RESEARCHBusinessNameLine1Txt
Business Name Line2PARTNERSHIP INSTITUTEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSTRABusinessNameControlTxt
Phone2022238555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 CONNECTICUT AVE NW STE 1310AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY SUZANNE DONOVANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2022238555PhoneNum
Signature2020-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD M JONES CPAPreparerPersonNm
PTINP00621721PTIN
Phone8146231880PhoneNum
Preparation2020-05-06PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.66.174.73IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-06IPDt
IP Tm15:23:05IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id40F142099320BCBF3253D3CC2542A11C54071661AtSubmissionCreationDeviceId
At Submission Filing Device IdC30376C388881F1B385EFCF33C2388E6828D9EE3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY SUZANNE DONOVANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 CONNECTICUT AVENUE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,185,136GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SERPINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTO GENERATE INNOVATIVE, SCALABLE SOLUTIONS TO OUR SCHOOLS' MOST PRESSING PROBLEMS THROUGH SUSTAINED COLLABORATIONS AMONG EDUCATORS, RESEARCHERS, AND DESIGNERS.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee22TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$3,547,774PYContributionsGrantsAmt
CY Contributions Grants$3,874,848CYContributionsGrantsAmt
PY Program Service Revenue$537,480PYProgramServiceRevenueAmt
CY Program Service Revenue$274,876CYProgramServiceRevenueAmt
PY Investment Income$1,936PYInvestmentIncomeAmt
CY Investment Income$7,033CYInvestmentIncomeAmt
PY Other Revenue$725PYOtherRevenueAmt
CY Other Revenue$28,379CYOtherRevenueAmt
PY Total Revenue$4,087,915PYTotalRevenueAmt
CY Total Revenue$4,185,136CYTotalRevenueAmt
PY Grants And Similar Paid$632,366PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$578,906CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,839,900PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,254,081CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,954CYTotalFundraisingExpenseAmt
PY Other Expenses$797,264PYOtherExpensesAmt
CY Other Expenses$745,205CYOtherExpensesAmt
PY Total Expenses$3,269,530PYTotalExpensesAmt
CY Total Expenses$3,578,192CYTotalExpensesAmt
PY Revenues Less Expenses$818,385PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$606,944CYRevenuesLessExpensesAmt
Total Assets BOY$1,705,918TotalAssetsBOYAmt
Total Assets EOY$2,391,725TotalAssetsEOYAmt
Total Liabilities BOY$278,120TotalLiabilitiesBOYAmt
Total Liabilities EOY$356,983TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,427,798NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,034,742NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE MOBILIZES THE EXPERTISE OF OUTSTANDING TEACHERS AND SCHOOL ADMINISTRATORS, THE POWER OF SCIENTIFIC RESEARCH, THE TALENT OF INNOVATIVE DESIGNERS, AND THE FINANCIAL SUPPORT OF ORGANIZATIONS COMMITTED TO EDUCATION IN A COLLABORATIVE EFFORT TO IMPROVE STUDENT LEARNING.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,486,768ExpenseAmt
Grant$93,116GrantAmt
DescBUILDING CAPACITY TO SUPPORT STRUGGLING ADOLESCENT READERS SERP WAS AWARDED A FIVE-YEAR, 7.8-MILLION EDUCATION INNOVATION AND RESEARCH (EIR) MID-PHASE GRANT STARTING IN OCTOBER 2018 TO BUILD THE CAPACITY TO SCALE THE STRATEGIC ADOLESCENT READING INTERVENTION (STARI). IN A PRIOR STUDY, STARI SHOWED IMPACTS THAT ARE STATISTICALLY AND SUBSTANTIVELY SIGNIFICANT ON COMPONENT READING SKILLS AND ON DEEP COMPREHENSION. THIS PROJECT WILL ALLOW SERP TO EXPAND THE CAPACITY- BUILDING RESOURCES AVAILABLE FOR STARI AND SCALE THE PROGRAM TO MORE DISTRICTS, SCHOOLS, TEACHERS, AND STUDENTS. TO MEET THE COST-MATCHING REQUIREMENT, SERP HAS RECEIVED CONTRIBUTIONS FROM THE ABELL FOUNDATION AND BLAUSTEIN FOUNDATIONS, AS WELL AS SEVERAL IN-KIND DONATIONS. OVER THE COURSE OF THE PROJECT, TRAINING WILL BE PROVIDED TO NEARLY 100 TEACHERS AND COACHES, PROGRAM MATERIALS WILL BE PROVIDED TO AN ESTIMATED 3,500 STUDENTS, INCLUDING WORKBOOKS, FLUENCY PASSAGES WRITTEN AT FOUR LEVELS, AND THE NOVELS, NON-FICTION TEXTS, AND POETRY THAT ACCOMPANY EACH UNIT. ELIGIBLE STUDENTS WILL BE RANDOMLY ASSIGNED TO RECEIVE STARI OR THE SCHOOL'S BUSINESS-AS-USUAL READING INTERVENTION, AND MDRC WILL CONDUCT THE EVALUATION. CAPACITY WILL BE SHIFTED FROM THE PROJECT TEAM TO DISTRICT STAFF TO SUPPORT SUSTAINABILITY AND EXPANSION IN PARTNER DISTRICTS. IN ADDITION, PROFESSIONAL LEARNING RESOURCES WILL BE DEVELOPED TO ENABLE MORE SCHOOLS AND DISTRICTS TO ADOPT AND IMPLEMENT THE PROGRAM SUCCESSFULLY IN THE FUTURE. THUS, ANTICIPATED IMPACT FAR EXCEEDS THE NUMBER OF STUDENTS DIRECTLY SERVED THROUGH THE PROJECT. BY THE END OF THE FIVE-YEAR GRANT PERIOD, WE EXPECT TO (1) SIGNIFICANTLY INCREASE PERFORMANCE ON COLLEGE AND CAREER ALIGNED STATE TESTS FOR APPROXIMATELY 3,500 STUDENTS IN 246 CLASSROOMS ACROSS FOUR PARTNER DISTRICTS; 2) VALIDATE THE EFFICACY OF STARI WHEN IMPLEMENTED ON A LARGER SCALE FOR SUBGROUPS OF STUDENTS IN DIVERSE CONTEXTS; 3) IMPROVE DISTRICT CAPACITY TO HELP STRUGGLING READERS MEET COLLEGE AND CAREER READINESS STANDARDS; AND 4) EXPAND SERP'S CAPACITY TO SUPPORT THE USE OF STARI IN OTHER SCHOOL DISTRICTS. DEVELOPMENT WORK FOR THE PRODUCTS OF THE PROJECT WILL OCCUR DURING 2018-2020.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$452,933ExpenseAmt
DescSCALING SERP PROJECTS: SERP RECEIVED A ONE-YEAR, 660,000 GRANT FROM THE CHAN ZUCKERBERG INITIATIVE TO SUPPORT SCALING OF SERP'S FIFTEEN PRODUCTS BY: 1) CREATING AN ONLINE PROFESSIONAL LEARNING COURSE FOR TEACHERS AND COACHES TO SUPPORT THE USE OF WORD GENERATION; 2) IMPROVING THE COHERENCE, USABILITY, AND VISIBILITY OF SERP'S WEBSITES AND DOWNLOAD CENTERS; AND 3) CONVERTING EXISTING WORDGEN WEEKLY MATERIALS FOR CLASSROOMS THAT USE TECHNOLOGY. THIS INVESTMENT WILL NOT ONLY YIELD AN UNDERSTANDING OF THE POTENTIAL OF EACH STRATEGY TO SUPPORT SCALING OF SERP PRODUCTS, BUT IT WILL ALSO CREATE AN OPPORTUNITY TO EXPLORE A REVENUE GENERATING MODEL THAT WILL ALLOW FOR FUTURE PRODUCT MAINTENANCE AND SUSTAINED ATTENTION TO OUTREACH AND COMMUNICATIONS. THE LESSONS FROM THE WORD GENERATION COURSE DEVELOPMENT AND DOCUMENT CONVERSION PROJECTS WILL INFORM SIMILAR EFFORTS WITH OTHER SERP PRODUCTS IN THE FUTURE. AND THE INVESTMENT IN THE WEBSITE REDESIGN AND IN SEO WILL LEVERAGE 15 RESEARCH-BASED, PRACTICE-DRIVEN PRODUCTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$337,818ExpenseAmt
Grant$160,738GrantAmt
DescTRU-LESSON STUDY: SUPPORTING A FUNDAMENTAL SHIFT IN MATHEMATICS TEACHING THIS FOUR-YEAR, 3 MILLION NSF-FUNDED PROJECT IS AN EXTENSION OF AN OUSD PARTNERSHIP WITH SERP. TRU MATH (TRU) AND LESSON STUDY (LS), BOTH STRATEGIES THAT HAVE BEEN SUCCESSFULLY PILOTED IN OUSD, ARE THE SPRINGBOARDS FOR THIS WORK. THE GOAL OF THE PROJECT IS TO DEVELOP AND TEST AN INTEGRATION OF THE TWO. TRU-LS IS A MATH DEPARTMENT LEVEL STRATEGY FOR IMPROVING THE TEACHING OF HIGH SCHOOL MATHEMATICS, PARTICULARLY IN ALGEBRA 1 AND GEOMETRY. THE COMMON CORE STATE STANDARDS FOR MATHEMATICS CALL FOR A FUNDAMENTAL SHIFT IN INSTRUCTIONAL PRACTICE, PLACING URGENT DEMANDS ON SCHOOL DISTRICTS TO PROVIDE PROFESSIONAL LEARNING OPPORTUNITIES CAPABLE OF SUPPORTING THAT SHIFT. THIS PROJECT IS BUILDING A COHERENT AND SCALABLE PLAN FOR PROVIDING THESE OPPORTUNITIES IN HIGH SCHOOL MATHEMATICS DEPARTMENTS BY BRINGING TOGETHER FOUR CRITICAL COMPONENTS THAT WE CONTEND ARE REQUIRED TO EFFECTIVELY ADDRESS THE CHALLENGE: A) A THEORETICALLY ROBUST FRAMEWORK THAT CHARACTERIZES THE FIVE ESSENTIAL DIMENSIONS OF POWERFUL MATHEMATICS CLASSROOMS (THE TRUMATH FRAMEWORK); B) CURRICULAR MATERIALS THAT SUPPORT TEACHING THAT IS CONSISTENT WITH THAT FRAMEWORK (THE FORMATIVE ASSESSMENT LESSONS); C) LESSON STUDY PROTOCOLS AND MATERIALS FOCUSED ON THE CURRICULAR CONTENT AND ALIGNED WITH THE DIMENSIONS OF THE TRUMATH FRAMEWORK TO CREATE AN INTENSE FOCUSING EXPERIENCE FOR PROFESSIONAL LEARNING COMMUNITIES (PLCS); AND D) AN APPROACH TO PROFESSIONAL DEVELOPMENT (PD) THAT CAN BE USED IN SCHOOL-BASED PLCS (THE TRUMATH COACHING SYSTEM, GROUNDED IN THE TRUMATH CONVERSATION GUIDE). THE WORK INCLUDES: 1) THE DESIGN/REVISION OF TRUMATH PD AND COACHING GUIDES VIA AN ITERATIVE DESIGN PROCESS, 2) THE DEVELOPMENT OF FOUR LESSON STUDY MATHEMATICAL RESOURCE PACKAGES USING THE TRUMATH LENS, AND 3) STUDY OF CHANGES IN INSTRUCTIONAL PRACTICE AND ITS IMPACT ON STUDENT LEARNING, AND 4) DOCUMENTATION THAT SUPPORTS USE BY OTHER DISTRICTS AND SIMILAR WORK BY OTHER RESEARCH-PRACTICE PARTNERSHIPS. THIS PROJECT WILL ALLOW FOR TESTING OF THE HYPOTHESIS THAT INSTRUCTIONAL IMPROVEMENT ALONG THE DIMENSIONS OF THE FRAMEWORK WILL PRODUCE IMPROVEMENTS IN STUDENT LEARNING BY COMBINING THE TRUMATH FRAMEWORK WITH A LESSON STUDY PROCESS THAT FOCUSES ON ENACTMENT AND IMPROVEMENT OF INSTRUCTION. THE RESEARCH DESIGN, FOCUSED ON PRE-POST CHANGES AND NATURAL VARIATION AS WE WORK IN PARTNERSHIP WITH SITES, IS MORE LIKELY TO PRODUCE "TRAVEL" OF THE IDEAS TO OTHER DISTRICTS THAN PURE EXPERIMENTAL DESIGNS. THE RESEARCH WILL ALSO PRODUCE VALUABLE INFORMATION ABOUT THE GROWTH TRAJECTORIES OF TEACHERS IN URBAN DISTRICTS AS THEY ENGAGE IN NOVEL BUT SUSTAINED FORMS OF PD. A ONE-YEAR, NO-COST EXTENSION WAS GRANTED IN JUNE 2019 TO COMPLETE PROJECT ACTIVITIES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$708,593ExpenseAmt
Grant$325,052GrantAmt
Revenue$274,876RevenueAmt
Desc1. TEACHING HIGH SCHOOL CHEMISTRY THROUGH CLIMATE CHANGE 2. MATH BY EXAMPLE 3. BUILDING PROOF POINTS FOR IMPROVING EDUCATION 4. DCPS PARTNERSHIP TO PROMOTE EARLY LITERACY SUCCESS 5. GEOMETRY BY EXAMPLE 6. LEARNING PROGRESSIONS IN SCIENCE 7. OAKLAND URBAN TEACHER RESIDENCYDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$708,593TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$325,052TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$274,876TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,986,112TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document54IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee22EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBEVERLY HOFFMASTERPersonNm
Phone2022238555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 CONNECTICUT AVE NW STE 1310AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BRUCE ALBERTS
CHAIRPERSON2.00Yes (X)Yes (X)$0$0$0
PHIL DARO
VICE CHAIRPE2.00Yes (X)Yes (X)$0$0$0
CATHERINE SNOW
SECRETARY2.00Yes (X)Yes (X)$0$0$0
STEVE CARNEVALE
TREASURER2.00Yes (X)Yes (X)$0$0$0
CAREY WRIGHT - EXECUTIVE
VICE PRESIDE2.00Yes (X)Yes (X)$0$0$0
BILL HONIG
VICE PRESIDE2.00Yes (X)Yes (X)$0$0$0
BARBARA JENKINS
BOARD MEMBER2.00Yes (X)$0$0$0
LOUIS GOMEZ
BOARD MEMBER2.00Yes (X)$0$0$0
JAL MEHTA
BOARD MEMBER2.00Yes (X)$0$0$0
JORGE AGUILAR
BOARD MEMBER2.00Yes (X)$0$0$0
PATRICK BRENNAN
BOARD MEMBER2.00Yes (X)$0$0$0
MARY SUZANNE DONOVAN
EXECUTIVE DI37.50$316,244$0$42,368Yes (X)
MATTHEW ELLINGER - LEARNING
EXPERIENCE D37.50$128,507$0$28,616Yes (X)
MARGARET TROYER
PROGRAM DIRE37.50$101,396$0$11,749Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$546,147TotalReportableCompFromOrgAmt
Total Other Compensation$82,733TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GOETZ PRINTING
7939 ANGUS COURTSPRINGFIELDVA22153PRINTING$379,341
MDRC
200 VESEY STREETNEW YORKNY10281SUBAWARDEE$229,026
CENTER FOR NONPROFIT ADVANCEMENT
1666 K ST NWWASHINGTONDC20006SUBAWARDEE$210,580
BOSTON UNIVERSITY
25 BUICK STREET 2ND FLOORBOSTONMA02215SUBAWARDEE$175,089
OAKLAND UNIFIED SCHOOL DISTRICT
1000 BROADWAY SUITE 600OAKLANDCA94607SUBAWARDEE$103,774
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Government Grants$2,391,840GovernmentGrantsAmt
All Other Contributions$1,483,008AllOtherContributionsAmt
Total Contributions$3,874,848TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PUBLICATION SALES900099$141,031$141,031
CONSULTING900099$133,845$133,845
FieldValueIRS element (for citing)
Total Program Service Revenue$274,876TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,133TotalRevenueColumnAmt
Exclusion$6,133ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$900SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$900SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$900TotalRevenueColumnAmt
Exclusion$900ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescRECOVERY OF BAD DEBTDesc
Total Revenue Column$28,379TotalRevenueColumnAmt
Exclusion$28,379ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$28,379OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,185,136TotalRevenueColumnAmt
Related Or Exempt Func Income$274,876RelatedOrExemptFuncIncomeAmt
Exclusion$35,412ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$578,906TotalAmt
Program Services$578,906ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$357,821TotalAmt
Program Services$202,414ProgramServicesAmt
Management And General$153,833ManagementAndGeneralAmt
Fundraising$1,574FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,462,568TotalAmt
Program Services$1,200,205ProgramServicesAmt
Management And General$262,352ManagementAndGeneralAmt
Fundraising$11FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$136,930TotalAmt
Program Services$108,601ProgramServicesAmt
Management And General$28,263ManagementAndGeneralAmt
Fundraising$66FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$170,572TotalAmt
Program Services$135,283ProgramServicesAmt
Management And General$35,207ManagementAndGeneralAmt
Fundraising$82FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$126,190TotalAmt
Program Services$100,083ProgramServicesAmt
Management And General$26,046ManagementAndGeneralAmt
Fundraising$61FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,688TotalAmt
Management And General$36,688ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$318,640TotalAmt
Program Services$318,640ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$177,623TotalAmt
Program Services$172,949ProgramServicesAmt
Management And General$4,606ManagementAndGeneralAmt
Fundraising$68FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$19,270TotalAmt
Program Services$16,730ProgramServicesAmt
Management And General$2,523ManagementAndGeneralAmt
Fundraising$17FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$108,928TotalAmt
Program Services$87,311ProgramServicesAmt
Management And General$21,542ManagementAndGeneralAmt
Fundraising$75FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$49,840TotalAmt
Program Services$44,034ProgramServicesAmt
Management And General$5,806ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$15,967TotalAmt
Program Services$14,663ProgramServicesAmt
Management And General$1,304ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,461TotalAmt
Program Services$2,673ProgramServicesAmt
Management And General$788ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,169TotalAmt
Management And General$10,169ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
REPAIRS AND MAINTENANCE$3,129$2,646$483
DUES AND SUBSCRIPTIONS$1,045$529$516
RECRUITING EXPENSE$445$445

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,578,192TotalAmt
Program Services$2,986,112ProgramServicesAmt
Management And General$590,126ManagementAndGeneralAmt
Fundraising$1,954FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$126,386BOYAmt
EOY$107,946EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$331,182BOYAmt
EOY$690,759EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,172,407BOYAmt
EOY$1,525,177EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,306BOYAmt
EOY$10,206EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$39,229BOYAmt
EOY$40,215EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$36,193LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$31,061LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,118BOYAmt
EOY$5,132EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,290BOYAmt
EOY$12,290EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,705,918BOYAmt
EOY$2,391,725EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$266,823BOYAmt
EOY$333,137EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$10,372BOYAmt
EOY$23,846EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$925BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$278,120BOYAmt
EOY$356,983EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$477,562BOYAmt
EOY$676,507EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$950,236BOYAmt
EOY$1,358,235EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,427,798BOYAmt
EOY$2,034,742EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,705,918BOYAmt
EOY$2,391,725EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$606,944ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,429,810CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,235,965CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,967,795CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,547,774CurrentTaxYearMinus1YearAmt
Current Tax Year$3,874,848CurrentTaxYearAmt
Total$15,056,192TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,429,810CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,235,965CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,967,795CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,547,774CurrentTaxYearMinus1YearAmt
Current Tax Year$3,874,848CurrentTaxYearAmt
Total$15,056,192TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,746,836SubstantialContributorsTotAmt
Public Support Total170$12,309,356PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,245CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,450CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,356CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,661CurrentTaxYearMinus1YearAmt
Current Tax Year$6,133CurrentTaxYearAmt
Total$15,845TotalAmt
FieldValueIRS element (for citing)
Total Support$15,072,037TotalSupportAmt
Gross Receipts Rltd Activities$1,990,403GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81670PublicSupportCY170Pct
Public Support PY1700.86350PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$36,193OtherCostOrOtherBasisAmt
Depreciation$31,061DepreciationAmt
Book Value$5,132BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,132TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,417,764TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$232,628DonatedServicesAndUseFcltsAmt
Revenue Not Reported$232,628RevenueNotReportedAmt
Revenue Subtotal$4,185,136RevenueSubtotalAmt
Total Revenue Per Form990$4,185,136TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,810,820TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$232,628DonatedServicesUseFcltsAmt
Expenses Not Reported$232,628ExpensesNotReportedAmt
Expenses Subtotal$3,578,192ExpensesSubtotalAmt
Total Expenses Per Form990$3,578,192TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE INSTITUTE'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2019, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2019, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2016 THROUGH 2018 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE INSTITUTE FILES TAX RETURNS. IT IS THE INSTITUTE'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF DECEMBER 31, 2019, THE INSTITUTE HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
TEMPLE UNIVERSITY
TEMPLE ADMINISTRATIVE SERVICES BLD1852 N 10TH STREET 083-11PHILADELPHIAPA19122231365971501C3$27,387SUBAWARD - RESEARCH
OAKLAND UNIFIED SCHOOL DISTRICT
1000 BROADWAY SUITE 680OAKLANDCA94607946000385GOV$91,186SUBAWARD - RESEARCH
MILLS COLLEGE
5000 MACARTHUR BLVDOAKLANDCA94613941156566501C3$69,552SUBAWARD - RESEARCH
MDRC
16 E 34TH STREET 19TH FLOORNEW YORKNY10016237379473501C3$297,665SUBAWARD - RESEARCH
BOSTON UNIVERSITY
25 BUICK STREET 2ND FLOORBOSTONMA02215042103547501C3$93,116SUBAWARD - RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationALL GRANTS ARE MONITORED THROUGH THE ANNUAL AND INTERIM REPORTS AS REQUIRED BY THE GRANTEEExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
MARY SUZANNE DONOVAN
EXECUTIVE DIRECTOR$295,452$20,000$792$42,368$358,612
MATTHEW ELLINGER - LEARNING
EXPERIENCE DESIGNER$128,079$428$28,616$157,123

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE MOBILIZES THE EXPERTISE OF OUTSTANDING TEACHERS AND SCHOOL ADMINISTRATORS, THE POWER OF SCIENTIFIC RESEARCH, THE TALENT OF INNOVATIVE DESIGNERS, AND THE FINANCIAL SUPPORT OF ORGANIZATIONS COMMITTED TO EDUCATION IN A COLLABORATIVE EFFORT TO IMPROVE STUDENT LEARNING.
FORM 990, PAGE 2, PART III, LINE 4ABUILDING CAPACITY TO SUPPORT STRUGGLING ADOLESCENT READERS SERP WAS AWARDED A FIVE-YEAR, 7.8-MILLION EDUCATION INNOVATION AND RESEARCH (EIR) MID-PHASE GRANT STARTING IN OCTOBER 2018 TO BUILD THE CAPACITY TO SCALE THE STRATEGIC ADOLESCENT READING INTERVENTION (STARI). IN A PRIOR STUDY, STARI SHOWED IMPACTS THAT ARE STATISTICALLY AND SUBSTANTIVELY SIGNIFICANT ON COMPONENT READING SKILLS AND ON DEEP COMPREHENSION. THIS PROJECT WILL ALLOW SERP TO EXPAND THE CAPACITY- BUILDING RESOURCES AVAILABLE FOR STARI AND SCALE THE PROGRAM TO MORE DISTRICTS, SCHOOLS, TEACHERS, AND STUDENTS. TO MEET THE COST-MATCHING REQUIREMENT, SERP HAS RECEIVED CONTRIBUTIONS FROM THE ABELL FOUNDATION AND BLAUSTEIN FOUNDATIONS, AS WELL AS SEVERAL IN-KIND DONATIONS. OVER THE COURSE OF THE PROJECT, TRAINING WILL BE PROVIDED TO NEARLY 100 TEACHERS AND COACHES, PROGRAM MATERIALS WILL BE PROVIDED TO AN ESTIMATED 3,500 STUDENTS, INCLUDING WORKBOOKS, FLUENCY PASSAGES WRITTEN AT FOUR LEVELS, AND THE NOVELS, NON-FICTION TEXTS, AND POETRY THAT ACCOMPANY EACH UNIT. ELIGIBLE STUDENTS WILL BE RANDOMLY ASSIGNED TO RECEIVE STARI OR THE SCHOOL'S BUSINESS-AS-USUAL READING INTERVENTION, AND MDRC WILL CONDUCT THE EVALUATION. CAPACITY WILL BE SHIFTED FROM THE PROJECT TEAM TO DISTRICT STAFF TO SUPPORT SUSTAINABILITY AND EXPANSION IN PARTNER DISTRICTS. IN ADDITION, PROFESSIONAL LEARNING RESOURCES WILL BE DEVELOPED TO ENABLE MORE SCHOOLS AND DISTRICTS TO ADOPT AND IMPLEMENT THE PROGRAM SUCCESSFULLY IN THE FUTURE. THUS, ANTICIPATED IMPACT FAR EXCEEDS THE NUMBER OF STUDENTS DIRECTLY SERVED THROUGH THE PROJECT. BY THE END OF THE FIVE-YEAR GRANT PERIOD, WE EXPECT TO (1) SIGNIFICANTLY INCREASE PERFORMANCE ON COLLEGE AND CAREER ALIGNED STATE TESTS FOR APPROXIMATELY 3,500 STUDENTS IN 246 CLASSROOMS ACROSS FOUR PARTNER DISTRICTS; 2) VALIDATE THE EFFICACY OF STARI WHEN IMPLEMENTED ON A LARGER SCALE FOR SUBGROUPS OF STUDENTS IN DIVERSE CONTEXTS; 3) IMPROVE DISTRICT CAPACITY TO HELP STRUGGLING READERS MEET COLLEGE AND CAREER READINESS STANDARDS; AND 4) EXPAND SERP'S CAPACITY TO SUPPORT THE USE OF STARI IN OTHER SCHOOL DISTRICTS. DEVELOPMENT WORK FOR THE PRODUCTS OF THE PROJECT WILL OCCUR DURING 2018-2020.
FORM 990, PAGE 2, PART III, LINE 4BSCALING SERP PROJECTS: SERP RECEIVED A ONE-YEAR, 660,000 GRANT FROM THE CHAN ZUCKERBERG INITIATIVE TO SUPPORT SCALING OF SERP'S FIFTEEN PRODUCTS BY: 1) CREATING AN ONLINE PROFESSIONAL LEARNING COURSE FOR TEACHERS AND COACHES TO SUPPORT THE USE OF WORD GENERATION; 2) IMPROVING THE COHERENCE, USABILITY, AND VISIBILITY OF SERP'S WEBSITES AND DOWNLOAD CENTERS; AND 3) CONVERTING EXISTING WORDGEN WEEKLY MATERIALS FOR CLASSROOMS THAT USE TECHNOLOGY. THIS INVESTMENT WILL NOT ONLY YIELD AN UNDERSTANDING OF THE POTENTIAL OF EACH STRATEGY TO SUPPORT SCALING OF SERP PRODUCTS, BUT IT WILL ALSO CREATE AN OPPORTUNITY TO EXPLORE A REVENUE GENERATING MODEL THAT WILL ALLOW FOR FUTURE PRODUCT MAINTENANCE AND SUSTAINED ATTENTION TO OUTREACH AND COMMUNICATIONS. THE LESSONS FROM THE WORD GENERATION COURSE DEVELOPMENT AND DOCUMENT CONVERSION PROJECTS WILL INFORM SIMILAR EFFORTS WITH OTHER SERP PRODUCTS IN THE FUTURE. AND THE INVESTMENT IN THE WEBSITE REDESIGN AND IN SEO WILL LEVERAGE 15 RESEARCH-BASED, PRACTICE-DRIVEN PRODUCTS.
FORM 990, PAGE 2, PART III, LINE 4CTRU-LESSON STUDY: SUPPORTING A FUNDAMENTAL SHIFT IN MATHEMATICS TEACHING THIS FOUR-YEAR, 3 MILLION NSF-FUNDED PROJECT IS AN EXTENSION OF AN OUSD PARTNERSHIP WITH SERP. TRU MATH (TRU) AND LESSON STUDY (LS), BOTH STRATEGIES THAT HAVE BEEN SUCCESSFULLY PILOTED IN OUSD, ARE THE SPRINGBOARDS FOR THIS WORK. THE GOAL OF THE PROJECT IS TO DEVELOP AND TEST AN INTEGRATION OF THE TWO. TRU-LS IS A MATH DEPARTMENT LEVEL STRATEGY FOR IMPROVING THE TEACHING OF HIGH SCHOOL MATHEMATICS, PARTICULARLY IN ALGEBRA 1 AND GEOMETRY. THE COMMON CORE STATE STANDARDS FOR MATHEMATICS CALL FOR A FUNDAMENTAL SHIFT IN INSTRUCTIONAL PRACTICE, PLACING URGENT DEMANDS ON SCHOOL DISTRICTS TO PROVIDE PROFESSIONAL LEARNING OPPORTUNITIES CAPABLE OF SUPPORTING THAT SHIFT. THIS PROJECT IS BUILDING A COHERENT AND SCALABLE PLAN FOR PROVIDING THESE OPPORTUNITIES IN HIGH SCHOOL MATHEMATICS DEPARTMENTS BY BRINGING TOGETHER FOUR CRITICAL COMPONENTS THAT WE CONTEND ARE REQUIRED TO EFFECTIVELY ADDRESS THE CHALLENGE: A) A THEORETICALLY ROBUST FRAMEWORK THAT CHARACTERIZES THE FIVE ESSENTIAL DIMENSIONS OF POWERFUL MATHEMATICS CLASSROOMS (THE TRUMATH FRAMEWORK); B) CURRICULAR MATERIALS THAT SUPPORT TEACHING THAT IS CONSISTENT WITH THAT FRAMEWORK (THE FORMATIVE ASSESSMENT LESSONS); C) LESSON STUDY PROTOCOLS AND MATERIALS FOCUSED ON THE CURRICULAR CONTENT AND ALIGNED WITH THE DIMENSIONS OF THE TRUMATH FRAMEWORK TO CREATE AN INTENSE FOCUSING EXPERIENCE FOR PROFESSIONAL LEARNING COMMUNITIES (PLCS); AND D) AN APPROACH TO PROFESSIONAL DEVELOPMENT (PD) THAT CAN BE USED IN SCHOOL-BASED PLCS (THE TRUMATH COACHING SYSTEM, GROUNDED IN THE TRUMATH CONVERSATION GUIDE). THE WORK INCLUDES: 1) THE DESIGN/REVISION OF TRUMATH PD AND COACHING GUIDES VIA AN ITERATIVE DESIGN PROCESS, 2) THE DEVELOPMENT OF FOUR LESSON STUDY MATHEMATICAL RESOURCE PACKAGES USING THE TRUMATH LENS, AND 3) STUDY OF CHANGES IN INSTRUCTIONAL PRACTICE AND ITS IMPACT ON STUDENT LEARNING, AND 4) DOCUMENTATION THAT SUPPORTS USE BY OTHER DISTRICTS AND SIMILAR WORK BY OTHER RESEARCH-PRACTICE PARTNERSHIPS. THIS PROJECT WILL ALLOW FOR TESTING OF THE HYPOTHESIS THAT INSTRUCTIONAL IMPROVEMENT ALONG THE DIMENSIONS OF THE FRAMEWORK WILL PRODUCE IMPROVEMENTS IN STUDENT LEARNING BY COMBINING THE TRUMATH FRAMEWORK WITH A LESSON STUDY PROCESS THAT FOCUSES ON ENACTMENT AND IMPROVEMENT OF INSTRUCTION. THE RESEARCH DESIGN, FOCUSED ON PRE-POST CHANGES AND NATURAL VARIATION AS WE WORK IN PARTNERSHIP WITH SITES, IS MORE LIKELY TO PRODUCE "TRAVEL" OF THE IDEAS TO OTHER DISTRICTS THAN PURE EXPERIMENTAL DESIGNS. THE RESEARCH WILL ALSO PRODUCE VALUABLE INFORMATION ABOUT THE GROWTH TRAJECTORIES OF TEACHERS IN URBAN DISTRICTS AS THEY ENGAGE IN NOVEL BUT SUSTAINED FORMS OF PD. A ONE-YEAR, NO-COST EXTENSION WAS GRANTED IN JUNE 2019 TO COMPLETE PROJECT ACTIVITIES.
FORM 990, PAGE 2, PART III, LINE 4D1. TEACHING HIGH SCHOOL CHEMISTRY THROUGH CLIMATE CHANGE 2. MATH BY EXAMPLE 3. BUILDING PROOF POINTS FOR IMPROVING EDUCATION 4. DCPS PARTNERSHIP TO PROMOTE EARLY LITERACY SUCCESS 5. GEOMETRY BY EXAMPLE 6. LEARNING PROGRESSIONS IN SCIENCE 7. OAKLAND URBAN TEACHER RESIDENCY
FORM 990, PAGE 6, PART VI, LINE 2CATHERINE SNOW JAL MEHTA SECRETARY BOARD MEMBER BUSINESS
FORM 990, PAGE 6, PART VI, LINE 11BTHE EXECUTIVE DIRECTOR, DIRECTOR OF OPERATIONS, AND THE FINANCE DIRECTOR REVIEW THE 990 TAX RETURN UPON RECEIPT FROM THE PREPARER. EACH REVIEWS THE RETURN SEPARATELY, AND THEN THEY MEET TO REVIEW AND ANSWER ANY QUESTIONS EACH PERSON MAY HAVE. ONCE THE 990 IS APPROVED INTERNALLY, THE 990 TAX RETURN IS FORWARDED TO THE TREASURER OF THE BOARD FOR AN INDEPENDENT REVIEW. ANY QUESTIONS OR CONCERNS FROM THE TREASURER OF THE BOARD ARE DIRECTED TO THE EXECUTIVE DIRECTOR. ONCE THE TREASURER AND THE EXECUTIVE DIRECTOR ARE SATISFIED AS TO THE COMPLETION OF THE 990 TAX RETURN, THE TAX RETURN IS FORWARDED TO THE REMAINING BOARD OF DIRECTORS FOR THEIR REVIEW. ONCE THE FULL BOARD REVIEWS, THE EXECUTIVE DIRECTOR SIGNS THE RETURN FOR FILING.
FORM 990, PAGE 6, PART VI, LINE 12CTHE ORGANIZATION ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY EACH MAY WITH THE BOARD OF DIRECTORS AND KEY EMPLOYEES. EACH ARE REQUIRED TO DISCLOSE ANY ITEM THAT MAY PRESENT A CONFLICT OF INTEREST.
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AT THEIR BOARD MEETING REGARDING COMPENSATION.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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