2020-05-06T15:23:05-05:00 2019-12-31 462108854 KENDALL PREBOLA AND JONES LLC PO BOX 259 BEDFORD PA 155220259 990 2019-01-01 300231116 STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE STRA 2022238555 1100 CONNECTICUT AVE NW STE 1310 WASHINGTON DC 20036 MARY SUZANNE DONOVAN EXECUTIVE DIRECTOR 2022238555 2020-05-06 true RICHARD M JONES CPA P00621721 8146231880 2020-05-06 X 96.66.174.73 2020-05-06 15:23:05 CD P 40F142099320BCBF3253D3CC2542A11C54071661 C30376C388881F1B385EFCF33C2388E6828D9EE3 2019 2020-09-23 17:36:50Z MARY SUZANNE DONOVAN 1100 CONNECTICUT AVENUE NW WASHINGTON DC 20036 4185136 false X WWW.SERPINSTITUTE.ORG X 2003 DC TO GENERATE INNOVATIVE, SCALABLE SOLUTIONS TO OUR SCHOOLS' MOST PRESSING PROBLEMS THROUGH SUSTAINED COLLABORATIONS AMONG EDUCATORS, RESEARCHERS, AND DESIGNERS. 11 11 22 11 0 3547774 3874848 537480 274876 1936 7033 725 28379 4087915 4185136 632366 578906 0 1839900 2254081 0 1954 797264 745205 3269530 3578192 818385 606944 1705918 2391725 278120 356983 1427798 2034742 X THE 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. false false 1486768 93116 BUILDING 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. 452933 SCALING 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. 337818 160738 TRU-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. 708593 325052 274876 1. 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 708593 325052 274876 2986112 true true false false false false false false false false true false false false false true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 54 0 22 true false false false false false false false false false false false false false false X 11 11 true false false false false false false true true false false true true true true true true true false false CA X BEVERLY HOFFMASTER 2022238555 1100 CONNECTICUT AVE NW STE 1310 WASHINGTON DC 20036 X BRUCE ALBERTS CHAIRPERSON 2.00 X X 0 0 0 PHIL DARO VICE CHAIRPE 2.00 X X 0 0 0 CATHERINE SNOW SECRETARY 2.00 X X 0 0 0 STEVE CARNEVALE TREASURER 2.00 X X 0 0 0 CAREY WRIGHT - EXECUTIVE VICE PRESIDE 2.00 X X 0 0 0 BILL HONIG VICE PRESIDE 2.00 X X 0 0 0 BARBARA JENKINS BOARD MEMBER 2.00 X 0 0 0 LOUIS GOMEZ BOARD MEMBER 2.00 X 0 0 0 JAL MEHTA BOARD MEMBER 2.00 X 0 0 0 JORGE AGUILAR BOARD MEMBER 2.00 X 0 0 0 PATRICK BRENNAN BOARD MEMBER 2.00 X 0 0 0 MARY SUZANNE DONOVAN EXECUTIVE DI 37.50 X 316244 0 42368 MATTHEW ELLINGER - LEARNING EXPERIENCE D 37.50 X 128507 0 28616 MARGARET TROYER PROGRAM DIRE 37.50 X 101396 0 11749 546147 82733 3 false true false GOETZ PRINTING 7939 ANGUS COURT SPRINGFIELD VA 22153 PRINTING 379341 MDRC 200 VESEY STREET NEW YORK NY 10281 SUBAWARDEE 229026 CENTER FOR NONPROFIT ADVANCEMENT 1666 K ST NW WASHINGTON DC 20006 SUBAWARDEE 210580 BOSTON UNIVERSITY 25 BUICK STREET 2ND FLOOR BOSTON MA 02215 SUBAWARDEE 175089 OAKLAND UNIFIED SCHOOL DISTRICT 1000 BROADWAY SUITE 600 OAKLAND CA 94607 SUBAWARDEE 103774 5 2391840 1483008 3874848 PUBLICATION SALES 900099 141031 141031 CONSULTING 900099 133845 133845 274876 6133 6133 900 900 900 900 RECOVERY OF BAD DEBT 28379 28379 28379 4185136 274876 35412 578906 578906 357821 202414 153833 1574 1462568 1200205 262352 11 136930 108601 28263 66 170572 135283 35207 82 126190 100083 26046 61 36688 36688 318640 318640 177623 172949 4606 68 19270 16730 2523 17 108928 87311 21542 75 49840 44034 5806 15967 14663 1304 3461 2673 788 10169 10169 REPAIRS AND MAINTENANCE 3129 2646 483 DUES AND SUBSCRIPTIONS 1045 529 516 RECRUITING EXPENSE 445 445 3578192 2986112 590126 1954 126386 107946 331182 690759 1172407 1525177 17306 10206 39229 40215 36193 31061 7118 5132 12290 12290 1705918 2391725 266823 333137 10372 23846 925 278120 356983 X 477562 676507 950236 1358235 1427798 2034742 1705918 2391725 606944 X false true X true true true X 3429810 2235965 1967795 3547774 3874848 15056192 3429810 2235965 1967795 3547774 3874848 15056192 2746836 12309356 1245 4450 1356 2661 6133 15845 15072037 1990403 0.81670 0.86350 X PART II, LINE 10 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36193 31061 5132 5132 X 4417764 232628 232628 4185136 4185136 3810820 232628 232628 3578192 3578192 SCHEDULE D, PAGE 3, PART X ACCOUNTING 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. true TEMPLE UNIVERSITY TEMPLE ADMINISTRATIVE SERVICES BLD 1852 N 10TH STREET 083-11 PHILADELPHIA PA 19122 231365971 501C3 27387 SUBAWARD - RESEARCH OAKLAND UNIFIED SCHOOL DISTRICT 1000 BROADWAY SUITE 680 OAKLAND CA 94607 946000385 GOV 91186 SUBAWARD - RESEARCH MILLS COLLEGE 5000 MACARTHUR BLVD OAKLAND CA 94613 941156566 501C3 69552 SUBAWARD - RESEARCH MDRC 16 E 34TH STREET 19TH FLOOR NEW YORK NY 10016 237379473 501C3 297665 SUBAWARD - RESEARCH BOSTON UNIVERSITY 25 BUICK STREET 2ND FLOOR BOSTON MA 02215 042103547 501C3 93116 SUBAWARD - RESEARCH 5 SCHEDULE I, PAGE 1, PART I, LINE 2 ALL GRANTS ARE MONITORED THROUGH THE ANNUAL AND INTERIM REPORTS AS REQUIRED BY THE GRANTEE X X X false false false false false false false false false MARY SUZANNE DONOVAN EXECUTIVE DIRECTOR 295452 20000 792 42368 358612 MATTHEW ELLINGER - LEARNING EXPERIENCE DESIGNER 128079 428 28616 157123 FORM 990 - ORGANIZATION'S MISSION THE 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 4A BUILDING 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 4B SCALING 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 4C TRU-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 4D 1. 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 2 CATHERINE SNOW JAL MEHTA SECRETARY BOARD MEMBER BUSINESS FORM 990, PAGE 6, PART VI, LINE 11B THE 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 12C THE 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 15A THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AT THEIR BOARD MEETING REGARDING COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.