2017-05-31T08:51:48-04:00 2016-12-31 462108854 KENDALL PREBOLA AND JONES LLC PO BOX 259 BEDFORD PA 155220259 990 2016-01-01 300231116 STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE STRA 2022238555 1100 CONNECTICUT AVE NW STE 1310 WASHINGTON DC 20036 MARY SUZANNE DONOVAN EXECUTIVE DIRECTOR 2022238555 2017-05-30 true RICHARD M JONES CPA P00621721 8146231880 2017-05-30 X CBB56391CAB8C94B13B8C5A5D2AEE589E695ECE5 22A71950658A6E4D6AF41FFE2034413745A1320A 2016 2021-01-29 14:40:06Z MARY SUZANNE DONOVAN 1100 CONNECTICUT AVENUE NW WASHINGTON DC 20036 2331486 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. 5 5 19 5 0 3429810 2235965 95173 90521 518 1261 1002 3739 3526503 2331486 956166 646018 0 1877545 1398903 0 838 708329 507081 3542040 2552002 -15537 -220516 1215067 1231915 717533 954897 497534 277018 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 515218 360120 TRUMATH THE GOAL OF THIS 3.5 YEAR, 1.5 MILLION IES-FUNDED PROJECT IS TO DISLODGE COMMON MISCONCEPTIONS IN ELEMENTARY SCHOOL MATHEMATICS (SPECIFICALLY 4TH AND 5TH GRADES) THROUGH SKILLFULLY CRAFTED ASSIGNMENTS THAT CAN BE EASILY INTEGRATED INTO TEACHING PRACTICES, REGARDLESS OF THE DISTRICT-CHOSEN CURRICULA. THE ASSIGNMENTS ARE DESIGNED IN ACCORDANCE WITH RESEARCH FINDINGS THAT CLEARLY DEMONSTRATE THE VALUE OF INTERLEAVING STRATEGICALLY CHOSEN WORKED EXAMPLES WITH PROBLEMS THE STUDENTS MUST SOLVE THEMSELVES. EACH ASSIGNMENT REQUIRES STUDENTS TO EXAMINE A PRE-IDENTIFIED CORRECT OR INCORRECT WORKED OUT EXAMPLE AND RESPOND TO PROBING QUESTIONS DESIGNED TO UNDERMINE COMMON MISCONCEPTIONS BEFORE SOLVING A SIMILAR PROBLEM ENTIRELY ON THEIR OWN. THE WORK BUILDS ON THE SUCCESSFUL, IES-FUNDED ALGEBRABYEXAMPLE PROJECT, WHICH CONCLUDED IN 2014. 416860 135625 CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE (CCDD) A MAJOR U.S. DEPARTMENT OF EDUCATION INITIATIVE TO ADDRESS READING COMPREHENSION IS PROVIDING AN OPPORTUNITY TO SIGNIFICANTLY BROADEN AND DEEPEN THE SERP-BOSTON WORK ON MIDDLE SCHOOL LITERACY. THE PROJECTS IS DESIGNED TO EXPLORE STUDENTS' DEVELOPMENTAL TRAJECTORIES IN THE AREAS OF PERSPECTIVE-TAKING, COMPLEX REASONING, AND ACADEMIC LANGUAGE, AND DETERMINE THE EXTENT TO WHICH THEY EXPLAIN VARIATION IN READING COMPREHENSION OUTCOMES. THREE INSTRUCTIONAL PROGRAMS THAT CATALYZE THE GROWTH OF READING COMPREHENSION SKILLS BY ENGAGING STUDENTS IN DISCUSSION AND DEBATE ARE BEING DEVELOPED. WORD GENERATION MATERIALS ARE BEING FURTHER DEVELOPED TO SERVE AS TWO OF THESE PROGRAMS. ONE VERSION WILL PROVIDE EXTENSIVE TREATMENT OF TWO CONTENT AREAS - SCIENCE AND SOCIAL STUDIES. THE OTHER WILL EXTEND THE ENTIRE PROGRAM DOWN TO THE 4TH AND 5TH GRADES. DEVELOPMENT IS ALSO CONTINUING ON THE STARI PROGRAM, READING COURSE DESIGNED TO ADDRESS THE NEEDS OF STRUGGLING READERS. THE COURSE HAS BEEN DEVELOPED AT TWO LEVELS TO BE USED IN GRADES 6 TO 8. 334188 SCIENCE GENERATION EXPANSION THE PRODUCT OF THIS GRANT WILL BE 25 SCIENCE GENERATION UNITS: 18 OF WHICH WILL BE REVISED AND SEVEN THAT WILL BE ENTIRELY NEW. EACH UNIT WILL HAVE NEWLY DEVELOPED, EMBEDDED TEACHER TUNE-UPS - "JUST-IN-TIME" CONTENT REFRESHERS - BEING CREATED WITH THE HELP OF SCIENCE EDUCATION AND DESIGN CONSULTANTS. SEVERAL OF THE NEW UNITS WERE MADE AVAILABLE IN BETA FORM FOR TEACHERS TO TRY OUT WITH STUDENTS BEGINNING IN FALL 2016. 721242 150273 90521 OTHER PROGRAMS INCLUDE: A. MATHBYEXAMPLE: DISLODGING MISCONCEPTIONS BEFORE THEY TAKE ROOT B. SHIFTING INSTRUCTIONAL PRACTICE IN MIDDLE GRADES MATHEMATICS C. RAISING GPA: IMPROVING GRIT, PERSEVERANCE, AND ACHIEVEMENT IN BALTIMORE CITY SCHOOLS D. LEARNING PROGRESSIONS IN SCIENCE E. CONFERENCE: THE THEORY AND PRACTICE OF ACADEMICALLY PRODUCTIVE TALK F. SUPPORTING THE USE OF SERP PRODUCTS 721242 150273 90521 1987508 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 32 0 19 true false false false false false false false false false false false false X 5 5 false false false false false false false true true false false true true true true true true true false false CA X X BEVERLY HOFFMASTER 2022238555 1100 CONNECTICUT AVE NW STE 1310 WASHINGTON DC 20036 X BRUCE ALBERTS CHAIRMAN & P 2.00 X X 0 0 0 CINTHIA C COLETTI VICE PRESIDE 1.00 X X 0 0 0 PHIL DARO TREASURER 1.00 X X 0 0 0 CATHERINE SNOW SECRETARY 2.00 X X 0 0 0 LOUIS GOMEZ BOARD MEMBER 1.00 X 0 0 0 MARY SUZANNE DONOVAN EXECUTIVE DI 37.50 X 267082 0 41794 MATTHEW ELLINGER DIRECTOR OF 37.50 X 119783 0 26038 386865 67832 2 false true false MILLS COLLEGE 5000 MACARTHUR BLVD OAKLAND CA 94613 SUBAWARDEE 262762 OAKLAND UNIFIED SCHOOL DISTRICT 1000 BROADWAY SUITE 680 OAKLAND CA 94607 SUBAWARDEE 133951 HARVARD UNIVERSITY PO BOX 415649 BOSTON MA 022415649 SUBAWARDEE 109195 3 1444618 791347 2235965 REGISTRATION FEES 900099 44550 44550 PUBLICATION SALES 900099 32778 32778 CONSULTING 900099 13193 13193 90521 711 711 3739 3739 550 550 550 550 2331486 90521 5000 646018 646018 307950 184741 122637 572 854356 588545 265661 150 82325 56712 25599 14 74449 51286 23150 13 79823 54987 24821 15 32293 8000 24293 163935 163935 42501 37116 5374 11 15050 9914 5126 10 121516 85174 36289 53 82364 77763 4601 19587 18070 1517 5392 5392 8263 8263 DUES AND SUBSCRIPTIONS 9931 4748 5183 REPAIRS AND MAINTENANCE 3000 3000 LICENSES AND PERMITS 2750 2750 RECRUITING EXPENSE 499 499 2552002 1987508 563656 838 2467 2311 798095 917668 367485 234630 2485 33397 29653 29379 34645 32682 7355 1963 7527 12567 1215067 1231915 226513 183730 491020 771167 717533 954897 X 477534 277018 20000 497534 277018 1215067 1231915 -220516 X false true X true true true X 5826473 6223079 4972797 3429810 2235965 22688124 5826473 6223079 4972797 3429810 2235965 22688124 1759323 20928801 1476 1953 387 1245 4450 9511 22697635 681444 0.92210 0.92850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34645 32682 1963 1963 X 2351486 20000 20000 2331486 2331486 2572002 20000 20000 2552002 2552002 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, 2016, 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, 2016, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 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, 2016, THE INSTITUTE HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. true HARVARD UNIVERSITY PO BOX 415649 BOSTON MA 022415649 042103580 501C3 109195 SUBAWARDEE - CCDD STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO CA 941444253 941156365 501C3 26430 SUBAWARDEE - CCDD BALTIMORE CITY PUBLIC SCHOOLS 200 E NORTH AVENUE BALTIMORE MD 21202 522064235 GOV 13660 TEMPLE UNIVERSITY 3340 N BROAD STREET PHILADELPHIA PA 191405104 231365971 501C3 136613 SUB- MATH BY EXAMPLE OAKLAND UNIFIED SCHOOL DISTRICT 1000 BROADWAY SUITE 680 OAKLAND CA 94607 946000385 GOV 133952 SUB-TRU-LESSON STUDY MILLS COLLEGE 5000 MACARTHUR BLVD OAKLAND CA 94613 941156566 501C3 226168 SUB-TRU-LESSON STUDY 6 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 266290 792 6748 35046 308876 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 REQUIRES STUDENTS TO EXAMINE A PRE-IDENTIFIED CORRECT OR INCORRECT WORKED OUT EXAMPLE AND RESPOND TO PROBING QUESTIONS DESIGNED TO UNDERMINE COMMON MISCONCEPTIONS BEFORE SOLVING A SIMILAR PROBLEM ENTIRELY ON THEIR OWN. THE WORK BUILDS ON THE SUCCESSFUL, IES-FUNDED ALGEBRABYEXAMPLE PROJECT, WHICH CONCLUDED IN 2014. FORM 990, PAGE 2, PART III, LINE 4B FURTHER DEVELOPED TO SERVE AS TWO OF THESE PROGRAMS. ONE VERSION WILL PROVIDE EXTENSIVE TREATMENT OF TWO CONTENT AREAS - SCIENCE AND SOCIAL STUDIES. THE OTHER WILL EXTEND THE ENTIRE PROGRAM DOWN TO THE 4TH AND 5TH GRADES. DEVELOPMENT IS ALSO CONTINUING ON THE STARI PROGRAM, READING COURSE DESIGNED TO ADDRESS THE NEEDS OF STRUGGLING READERS. THE COURSE HAS BEEN DEVELOPED AT TWO LEVELS TO BE USED IN GRADES 6 TO 8. FORM 990, PAGE 2, PART III, LINE 4D OTHER PROGRAMS INCLUDE: A. MATHBYEXAMPLE: DISLODGING MISCONCEPTIONS BEFORE THEY TAKE ROOT B. SHIFTING INSTRUCTIONAL PRACTICE IN MIDDLE GRADES MATHEMATICS C. RAISING GPA: IMPROVING GRIT, PERSEVERANCE, AND ACHIEVEMENT IN BALTIMORE CITY SCHOOLS D. LEARNING PROGRESSIONS IN SCIENCE E. CONFERENCE: THE THEORY AND PRACTICE OF ACADEMICALLY PRODUCTIVE TALK F. SUPPORTING THE USE OF SERP PRODUCTS 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.