STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE (EIN 30-0231116)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-18
- IRS object ID
- 201821099349300102
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-18T15:28:35-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462108854 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDALL PREBOLA AND JONES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 259 | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 155220259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300231116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATEGIC EDUCATION RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | PARTNERSHIP INSTITUTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRA | BusinessNameControlTxt |
| Phone | 2022238555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 CONNECTICUT AVE NW STE 1310 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SUZANNE DONOVAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2022238555 | PhoneNum |
| Signature | 2018-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD M JONES CPA | PreparerPersonNm |
| PTIN | P00621721 | PTIN |
| Phone | 8146231880 | PhoneNum |
| Preparation | 2018-04-18 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY SUZANNE DONOVAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 CONNECTICUT AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,961,564 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SERPINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO GENERATE INNOVATIVE, SCALABLE SOLUTIONS TO OUR SCHOOLS' MOST PRESSING PROBLEMS THROUGH SUSTAINED COLLABORATIONS AMONG EDUCATORS, RESEARCHERS, AND DESIGNERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,235,965 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,967,795 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $90,521 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $992,353 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,261 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,069 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,739 | PYOtherRevenueAmt |
| CY Other Revenue | $347 | CYOtherRevenueAmt |
| PY Total Revenue | $2,331,486 | PYTotalRevenueAmt |
| CY Total Revenue | $2,961,564 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $646,018 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $442,424 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,398,903 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,452,919 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $441 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $507,081 | PYOtherExpensesAmt |
| CY Other Expenses | $733,826 | CYOtherExpensesAmt |
| PY Total Expenses | $2,552,002 | PYTotalExpensesAmt |
| CY Total Expenses | $2,629,169 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$220,516 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $332,395 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,231,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $952,526 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $954,897 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $343,113 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $277,018 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $609,413 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $493,364 | ExpenseAmt |
| Grant | $12,009 | GrantAmt |
| Desc | ACADEMIC LANGUAGE INTERVENTION STUDY THE INSTITUTE OF EDUCATION SCIENCES (IES) INVESTED IN IDENTIFYING AND TESTING CURRICULA THAT BUILD THE ACADEMIC LANGUAGE OF STUDENTS IN SCHOOLS SERVING A MIX OF ENGLISH LEARNERS AND NATIVE ENGLISH SPEAKERS, INCLUDING NON-STANDARD ENGLISH SPEAKERS. IES CONTRACTED WITH MDRC AND ITS PARTNERS, ABT ASSOCIATES AND THE FLORIDA CENTER FOR READING RESEARCH, TO SOLICIT APPLICATIONS AND CHOOSE UP TO THREE PROGRAMS TO IMPLEMENT AND EVALUATE IN THE FOURTH AND FIFTH GRADES. THESE PROGRAMS WERE JUDGED ON THE EXTENT TO WHICH THEY INCORPORATED FEATURES THAT THE RESEARCH LITERATURE CONSIDERS ESSENTIAL AND THAT HAVE SOME EVIDENCE OF EFFECTIVENESS. AFTER A MULTI-STAGE SCREENING PROCESS, SERP'S WORDGEN ELEMENTARY PROGRAM WAS THE ONLY ONE CHOSEN FOR THE EVALUATION. WITH A 1.3 MILLION SUBCONTRACT, SERP IS SUPPORTING IMPLEMENTATION IN THE 2017-18 SCHOOL YEAR IN MORE THAN 30 SCHOOLS (INVOLVING APPROXIMATELY 200 TEACHERS AND 5,000 STUDENTS) IN SIX URBAN SCHOOL DISTRICTS ACROSS FIVE STATES. LOCAL COACHES SUPPORT IMPLEMENTATION ON-THE-GROUND AND ARE SUPPORTED BY AN EXPERIENCED SERP WORD GENERATION COACH, AN ENGLISH LEARNER SPECIALIST, AND EXPERTS CATHERINE SNOW AND CATHERINE O'CONNOR. A COACHES' INSTITUTE WAS HELD IN SUMMER 2017, AND TEACHER TRAINING INSTITUTES OCCURRED AT EACH DISTRICT PRIOR TO STARTING IMPLEMENTATION IN SUMMER/FALL. THIS STUDY IS OCCURRING OVER A SINGLE SCHOOL YEAR ONLY, THUS EVALUATING THE ABILITY OF THE PROGRAM TO MAKE A DIFFERENCE IN STUDENT LEARNING WITH TEACHERS WHO ARE NEW TO THE PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $472,650 | ExpenseAmt |
| Desc | IMPROVING SCIENCE TEACHING AND LEARNING IN MIDDLE GRADES THE GOAL OF THIS 1.3 MILLION PROJECT FUNDED BY THE SIMONS FOUNDATION IS TO PROVIDE A ROBUST SET OF MATERIALS AND SUPPORTS FOR IMPROVING THE QUALITY OF INSTRUCTION AND LEARNING IN SCIENCE IN THE MIDDLE GRADES, LEVERAGING THE EXISTING SCIENCE GENERATION MATERIALS. THE UNITS WERE INTRODUCED IN A SMALL SET OF CLASSROOMS TO EXPLORE HOW THEY CAN BE REVISED OR, IF NECESSARY, REDESIGNED FOR SUCCESSFUL USE IN A VARIETY OF CONTEXTS. THE DESIGN TEAM WORKS CLOSELY WITH THE PARTNER TEACHERS, ENGAGING IN A USER- CENTERED DESIGN PROCESS TO MAXIMIZE THE POTENTIAL OF THE MATERIALS. THEY OBSERVED TEACHERS AND STUDENTS USING THE MATERIALS IN ORDER TO DETERMINE AREAS OF IMPROVEMENT FOR BOTH THE STUDENT MATERIALS AND SUPPORTS FOR TEACHERS. ALL OF THE MATERIALS WILL EVENTUALLY BE ACCESSIBLE ON A TABLET PLATFORM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $439,059 | ExpenseAmt |
| Grant | $255,834 | GrantAmt |
| Desc | TRU-LESSON STUDY 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $655,831 | ExpenseAmt |
| Grant | $174,581 | GrantAmt |
| Revenue | $992,353 | RevenueAmt |
| Desc | OTHER PROGRAMS INCLUDE: 1. MATHBYEXAMPLE: DISLODGING MISCONCEPTIONS BEFORE THEY TAKE ROOT 2. SHIFTING INSTRUCTIONAL PRACTICE IN MIDDLE GRADES MATHEMATICS 3. BUILDING CAPACITY TO SUPPORT STUGGLING ADOLESCENT READERS 4. RAISING GPA: IMPROVING GRIT, PERSEVERANCE, AND ACHIEVEMENT IN THE BALTIMORE CITY SCHOOLS 5. LEARNING PROGRESSIONS IN SCIENCE 6. CONFERENCE: THE THEORY AND PRACTICE OF ACADEMICALLY PRODUCTIVE TALK 7. OAKLAND URBAN TEACHER RESIDENCY 8. RESEARCH IN DESIGN THINKING | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $655,831 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $174,581 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $992,353 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,060,904 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEVERLY HOFFMASTER | PersonNm |
| Phone | 2022238555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 CONNECTICUT AVE NW STE 1310 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BRUCE ALBERTS | ||||||||
| CHAIRMAN & P | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CINTHIA COLETTI | ||||||||
| VICE PRESIDE | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PHIL DARO | ||||||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE SNOW | ||||||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LOUIS GOMEZ | ||||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||||
| MARY SUZANNE DONOVAN | ||||||||
| EXECUTIVE DI | $280,562 | $0 | $42,673 | 37.50 | Yes (X) | |||
| MATTHEW ELLINGER | ||||||||
| DIRECTOR OF | $120,766 | $0 | $27,894 | 37.50 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $401,328 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $70,567 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TEMPLE UNIVERSITY | |||||
| PO BOX 824242 | PHILADELPHIA | PA | 19182 | SUBAWARDEE | $179,900 |
| GOETZ PRINTING | |||||
| 7939 ANGUS COURT | SPRINGFIELD | VA | 22153 | PRINTING | $138,023 |
| OAKLAND UNIFIED SCHOOL DISTRICT | |||||
| 1000 BROADWAY SUITE 600 | OAKLAND | CA | 94607 | SUBAWARDEE | $136,247 |
| MILLS COLLEGE | |||||
| 5000 MACARTHUR BLVD | OAKLAND | CA | 94613 | SUBAWARDEE | $117,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,067,140 | GovernmentGrantsAmt |
| All Other Contributions | $900,655 | AllOtherContributionsAmt |
| Total Contributions | $1,967,795 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONSULTING | 900099 | $938,520 | $938,520 |
| PUBLICATION SALES | 900099 | $26,932 | $26,932 |
| REGISTRATION FEES | 900099 | $26,901 | $26,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $992,353 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,009 | TotalRevenueColumnAmt |
| Exclusion | $1,009 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $347 | TotalRevenueColumnAmt |
| Exclusion | $347 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $60 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $60 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60 | TotalRevenueColumnAmt |
| Exclusion | $60 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,961,564 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $992,353 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,416 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,424 | TotalAmt |
| Program Services | $442,424 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,278 | TotalAmt |
| Program Services | $187,682 | ProgramServicesAmt |
| Management And General | $137,229 | ManagementAndGeneralAmt |
| Fundraising | $367 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $886,565 | TotalAmt |
| Program Services | $633,385 | ProgramServicesAmt |
| Management And General | $253,148 | ManagementAndGeneralAmt |
| Fundraising | $32 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,830 | TotalAmt |
| Program Services | $49,888 | ProgramServicesAmt |
| Management And General | $19,939 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,381 | TotalAmt |
| Program Services | $63,856 | ProgramServicesAmt |
| Management And General | $25,522 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,865 | TotalAmt |
| Program Services | $58,486 | ProgramServicesAmt |
| Management And General | $23,376 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,228 | TotalAmt |
| Management And General | $36,228 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,794 | TotalAmt |
| Program Services | $240,794 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,974 | TotalAmt |
| Program Services | $178,990 | ProgramServicesAmt |
| Management And General | $3,981 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,746 | TotalAmt |
| Program Services | $12,676 | ProgramServicesAmt |
| Management And General | $6,068 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,448 | TotalAmt |
| Program Services | $80,350 | ProgramServicesAmt |
| Management And General | $43,071 | ManagementAndGeneralAmt |
| Fundraising | $27 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,840 | TotalAmt |
| Program Services | $83,598 | ProgramServicesAmt |
| Management And General | $5,242 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,264 | TotalAmt |
| Program Services | $22,838 | ProgramServicesAmt |
| Management And General | $1,426 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,471 | TotalAmt |
| Program Services | $1,147 | ProgramServicesAmt |
| Management And General | $324 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,598 | TotalAmt |
| Management And General | $10,598 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $3,180 | $2,520 | $660 | |
| DUES AND SUBSCRIPTIONS | $3,013 | $2,000 | $1,012 | $1 |
| RECRUITING EXPENSE | $270 | $270 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,629,169 | TotalAmt |
| Program Services | $2,060,904 | ProgramServicesAmt |
| Management And General | $567,824 | ManagementAndGeneralAmt |
| Fundraising | $441 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,311 | BOYAmt |
| EOY | $2,457 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $917,668 | BOYAmt |
| EOY | $487,182 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,630 | BOYAmt |
| EOY | $257,860 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,397 | BOYAmt |
| EOY | $164,946 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,379 | BOYAmt |
| EOY | $31,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,867 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,375 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,963 | BOYAmt |
| EOY | $492 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,567 | BOYAmt |
| EOY | $7,767 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,231,915 | BOYAmt |
| EOY | $952,526 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,730 | BOYAmt |
| EOY | $240,121 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,167 | BOYAmt |
| EOY | $102,992 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,897 | BOYAmt |
| EOY | $343,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,018 | BOYAmt |
| EOY | $604,413 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,018 | BOYAmt |
| EOY | $609,413 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,231,915 | BOYAmt |
| EOY | $952,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $332,395 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,223,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,972,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,429,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,235,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,967,795 | CurrentTaxYearAmt |
| Total | $18,829,446 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,223,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,972,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,429,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,235,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,967,795 | CurrentTaxYearAmt |
| Total | $18,829,446 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,256,630 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,572,816 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,356 | CurrentTaxYearAmt |
| Total | $9,391 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,838,837 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,556,188 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,867 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,375 | DepreciationAmt |
| Book Value | $492 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $492 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,032,834 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $71,270 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $71,270 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,961,564 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,961,564 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,700,439 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $71,270 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $71,270 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,629,169 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,629,169 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | 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, 2017, 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, 2017, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2014 THROUGH 2016 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, 2017, THE INSTITUTE HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| TEMPLE UNIVERSITY | ||||||||
| TEMPLE ADMINISTRATIVE SERVICES BLD | 1852 N 10TH STREET 083-11 | PHILADELPHIA | PA | 19122 | 231365971 | 501C3 | $161,851 | SUBAWARD - RESEARCH |
| OAKLAND UNIFIED SCHOOL DISTRICT | ||||||||
| 1000 BROADWAY SUITE 680 | OAKLAND | CA | 94607 | 946000385 | GOV | $145,747 | SUBAWARD - RESEARCH | |
| MILLS COLLEGE | ||||||||
| 5000 MACARTHUR BLVD | OAKLAND | CA | 94613 | 941156566 | 501C3 | $110,087 | SUBAWARD - RESEARCH | |
| MDRC | ||||||||
| 16 E 34TH STREET 19TH FLOOR | NEW YORK | NY | 10016 | 237379473 | 501C3 | $12,514 | SUBAWARD - RESEARCH | |
| BOSTON UNIVERSITY | ||||||||
| 25 BUICK STREET 2ND FLOOR | BOSTON | MA | 02215 | 042103547 | 501C3 | $12,009 | SUBAWARD - RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS ARE MONITORED THROUGH THE ANNUAL AND INTERIM REPORTS AS REQUIRED BY THE GRANTEE | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SUZANNE DONOVAN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $279,770 | BaseCompensationFilingOrgAmt |
| Other Compensation Filing Org | $792 | OtherCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $6,940 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $35,733 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $323,235 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | SCREENING PROCESS, SERP'S WORDGEN ELEMENTARY PROGRAM WAS THE ONLY ONE CHOSEN FOR THE EVALUATION. WITH A 1.3 MILLION SUBCONTRACT, SERP IS SUPPORTING IMPLEMENTATION IN THE 2017-18 SCHOOL YEAR IN MORE THAN 30 SCHOOLS (INVOLVING APPROXIMATELY 200 TEACHERS AND 5,000 STUDENTS) IN SIX URBAN SCHOOL DISTRICTS ACROSS FIVE STATES. LOCAL COACHES SUPPORT IMPLEMENTATION ON-THE-GROUND AND ARE SUPPORTED BY AN EXPERIENCED SERP WORD GENERATION COACH, AN ENGLISH LEARNER SPECIALIST, AND EXPERTS CATHERINE SNOW AND CATHERINE O'CONNOR. A COACHES' INSTITUTE WAS HELD IN SUMMER 2017, AND TEACHER TRAINING INSTITUTES OCCURRED AT EACH DISTRICT PRIOR TO STARTING IMPLEMENTATION IN SUMMER/FALL. THIS STUDY IS OCCURRING OVER A SINGLE SCHOOL YEAR ONLY, THUS EVALUATING THE ABILITY OF THE PROGRAM TO MAKE A DIFFERENCE IN STUDENT LEARNING WITH TEACHERS WHO ARE NEW TO THE PROGRAM. |
| FORM 990, PAGE 2, PART III, LINE 4B | AREAS OF IMPROVEMENT FOR BOTH THE STUDENT MATERIALS AND SUPPORTS FOR TEACHERS. ALL OF THE MATERIALS WILL EVENTUALLY BE ACCESSIBLE ON A TABLET PLATFORM. |
| FORM 990, PAGE 2, PART III, LINE 4C | 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. |
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAMS INCLUDE: 1. MATHBYEXAMPLE: DISLODGING MISCONCEPTIONS BEFORE THEY TAKE ROOT 2. SHIFTING INSTRUCTIONAL PRACTICE IN MIDDLE GRADES MATHEMATICS 3. BUILDING CAPACITY TO SUPPORT STUGGLING ADOLESCENT READERS 4. RAISING GPA: IMPROVING GRIT, PERSEVERANCE, AND ACHIEVEMENT IN THE BALTIMORE CITY SCHOOLS 5. LEARNING PROGRESSIONS IN SCIENCE 6. CONFERENCE: THE THEORY AND PRACTICE OF ACADEMICALLY PRODUCTIVE TALK 7. OAKLAND URBAN TEACHER RESIDENCY 8. RESEARCH IN DESIGN THINKING |
| 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 APPROVAL. ONCE THE FULL BOARD APPROVES, 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. |
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