2016-04-13T19:08:37-05:00 2015-12-31 462108854 KENDALL PREBOLA AND JONES LLC PO BOX 259 BEDFORD PA 155220259 990 2015-01-01 300231116 STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE STRA 2022238555 1100 CONNECTICUT AVE NW STE 1310 WASHINGTON DC 20036 MARY SUZANNE DONOVAN EXECUTIVE DIRECTOR 2022238555 2016-04-13 true RICHARD M JONES CPA P00621721 8146231880 2016-04-13 X 2015 2016-09-27 15:27:22Z MARY SUZANNE DONOVAN 1100 CONNECTICUT AVENUE NW WASHINGTON DC 20036 3526503 false X WWW.SERPINSTITUTE.ORG X 2003 DC RESEARCH AND DEVELOPMENT IN SCHOOL DISTRICT CONTEXT 4 4 45 8 0 4972797 3429810 144846 95173 387 518 1002 5118030 3526503 1564216 956166 0 2524525 1877545 0 8845 992764 708329 5081505 3542040 36525 -15537 1097701 1215067 584630 717533 513071 497534 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 2004510 701542 CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE (CCDD) A MAJOR U.S. DEPARTMENT OF EDUCATION INITIATIVE TO ADDRESS A 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 EMPLOYED. WORD GENERATION MATERIALS ARE BEING FURTHER DEVELOPED TO SERVE AS TWO TO THESE. ONE VERSION WILL PROVIDE EXTENSIVE TREATMENT OF TWO CONTENT AREAS EACH YEAR - ONE IN SCIENCE AND ONE IN SOCIAL STUDIES. THEO OTHER WILL EXTEND THE ENTIRE PROGRAM DOWN TO THE 4TH AND 5TH GRADES. DEVELOPMENT IS ALSO CONTINUING ON THE STARI, AND 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. 262264 IMPROVEMENT EFFORTS IN THE BAY AREA WITH FUNDING FROM THE S.C. BECHTEL, JR. FOUNDATION, SERP MEETS MONTHLY WITH DISTRICT LEADERS IN THE SFUSD AND OUSD TO CHART A COURSE OF WORK AIMED AT IMPLEMENTATION OF THE NEWLY ADOPTED STANDARDS IN MATH AND SCIENCE. 181146 86232 BALTIMORE CITY PUBLIC SCHOOLS RAISING GPA A 400,000 RESEARCH-PRACTICE PARTNERSHIP GRANT FROM IES HAS ALLOWED SERP TO PARTNER WITH BALTIMORE CITY SCHOOLS TO ADDRESS THE DISTRICT-IDENTIFIED CHALLENGE OF ACADEMIC GRIT AND PERSEVERANCE. THE PROJECT TEAM HAS WORKED WITH THREE BCPSS SCHOOLS TO GATHER DATA AND CONDUCT OBSERVATIONS. A "CORE GROUP" OF DISTRICT LEADERS AND MEMBERS OF THE THREE PARTNER ORGANIZATIONS MET REGULARLY TO STEER THE PROJECT WORK. AN "IDEAS TEAM" OF RESEARCHERS FROM MULTIPLE UNIVERSITIES WITH VARIED EXPERTISE AND EXPERIENCE CONTRIBUTED TO FRAMING THE PROBLEM AND IDENTIFIED POTENTIAL APPROACHES TO SOLUTION: "WOOP," A GOAL SETTING EXERCISE, AND LIGHT-TOUCH MINDFULNESS-BASED BREATHING EXERCISES. SMALL PILOTS OF BOTH INTERVENTIONS WERE CONDUCTED IN THE THREE SCHOOLS IN THE SPRING, AND THE TEAM COLLECTED SURVEYS AND OBSERVED CLASSROOMS TO INFORM THE NEXT STAGES OF WORK. OVERALL, TEACHERS AND STUDENTS WERE MORE RECEPTIVE TO THE BREATHING EXERCISES, AND, IN ORDER TO HAVE MATERIALS WE CAN EASILY REVISE IN RESPONSE TO FEEDBACK, SERP CREATED FOCUS 5, A SET OF BREATHING EXERCISES THAT CAN EACH BE DONE IN UNDER 5 MINUTES. MATERIALS WILL BE ACCESSIBLE THROUGH THE PROJECT WEBSITE (IN DEVELOPMENT), ALONG WITH A BRIEF HISTORY OF THE PARTNERSHIP AND ADDITIONAL RESOURCES TO EASE IMPLEMENTATION. 580254 95173 OTHER PROGRAMS INCLUDE: A. TRU-LESSON STUDY: SUPPORTING A FUNDAMENTAL SHIFT IN MATHEMATICS TEACHING B. MATH BY EXAMPLE: DISLODGING MISCONCEPTIONS BEFORE THEY TAKE ROOT C. IMPROVING SCIENCE TEACHING AND LEARNING IN MIDDLE GRADES D. LEARNING PROGRESSIONS IN SCIENCE E. SHIFTING INSTRUCTIONAL PRACTICE IN MIDDLE GRADES MATHEMATICS F. STARI IN NEW YORK CITY PUBLIC SCHOOLS G. INTERNAL COHERENCE IN CLOVIS UNIFIED SCHOOL DISTRICT 580254 95173 3028174 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 true true false false false false false false false false false false false false false false false false false true 42 0 true 45 true false false false false false false false false false false false false X 4 4 false false false false false false false true true false false true true true true true true true true false CA X BEVERLY HOFFMASTER 2022238555 1100 CONNECTICUT AVENUE NW SUITE 1310 WASHINGTON DC 20036 X BRUCE ALBERTS CHAIRMAN & P 2.00 X X 0 0 0 CINTHIA C COLETTI VICE PRESIDE 2.00 X X 0 0 0 LOUIS GOMEZ BOARD MEMBER 2.00 X 0 0 0 CATHERINE SNOW BOARD MEMBER 2.00 X 0 0 0 RICHARD KLAUSNER BOARD MEMBER 2.00 X 0 0 0 BILL SPENCER BOARD MEMBER 2.00 X 0 0 0 TOM PAYZANT VICE CHAIRMA 2.00 X X 0 0 0 JOE B WYATT TREASURER (O 2.00 X X 0 0 0 MARY SUZANNE DONOVAN EXECUTIVE DI 37.50 X 260744 0 42232 MATTHEW ELLINGER DIRECTOR OF 37.50 X 121760 0 23990 382504 66222 2 false true false HARVARD UNIVERSITY PO BOX 415649 BOSTON MA 022415649 SUBAWARDEE 559651 STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO CA 941444253 SUBAWARDEE 103325 2 2820684 609126 6149 3429810 CONSULTING 900099 95173 95173 95173 243 243 1002 1002 275 275 275 275 3526503 95173 1520 948819 948819 7347 7347 303134 218826 76447 7861 1263153 995578 266974 601 96137 75772 20320 45 100661 79337 21276 48 114460 90214 24191 55 35001 35001 338448 338448 88431 77261 11151 19 21836 17390 4424 22 93385 82266 10925 194 75915 72693 3222 6742 5034 1708 7426 7426 7093 7093 DUES, SUBSCRIPTIONS AND P 24057 19029 5028 RELOCATING/MOVING 4802 4802 REPAIRS AND MAINTENANCE 3138 3138 EMPLOYEE TRAINING 1790 1790 265 160 105 3542040 3028174 505021 8845 2470 2467 395535 798095 564391 367485 69622 2485 40537 29653 41296 33941 10369 7355 14777 7527 1097701 1215067 280159 226513 304471 491020 584630 717533 X 513071 477534 20000 513071 497534 1097701 1215067 -15537 X false true X true true true X 4071556 5826473 6223079 4972797 3429810 24523715 4071556 5826473 6223079 4972797 3429810 24523715 1745752 22777963 2349 1476 1953 387 1245 7410 24531125 611416 0.92850 0.89000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41296 33941 7355 7355 X 3526503 3526503 3526503 3542040 3542040 3542040 SCHEDULE D, PAGE 3, PART X IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED FASB ASC NO. 740-10 FORMERLY INTERPRETATION NO. 48 (FIN 48), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH IS AN INTERPRETATION OF ASC 740'S (FORMERLY SFAS NO. 109), ACCOUNTING FOR INCOME TAXES. FASB ASC NO. 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE'S FINANCIAL STATEMENTS IN ACCORDANCE WITH ASC 740'S AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC NO. 740-10 REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE'S TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS HAVE A "MORE-LIKELY-THAN-NOT" PROBABILITY OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THE STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2015, 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, 2015 THE STATUTE OF LIMITATIONS FOR TAX YEARS 2012 THROUGH 2014 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 ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF DECEMBER 31, 2015, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. false HARVARD UNIVERSITY PO BOX 415649 BOSTON MA 022415649 042103580 501C3 559651 SUBAWARDEE - CCDD UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 191046205 231352685 501C3 50819 SUBAWARDEE-BCPS GRIT STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO CA 941444253 941156365 501C3 103325 SUBAWARDEE - CCDD WHEELOCK COLLEGE 200 THE RIVERWAY BOSTON MA 02215 042103639 501C3 38566 SUBAWARDEE - CCDD JOHNS HOPKINS UNIVERSITY 3400 NORTH CHARLES STREET BALTIMORE MD 21218 520595110 501C3 35413 SUBAWARDEE-BCPS GRIT TEMPLE UNIVESITY 3340 N BROAD STREET PHILADELPHIA PA 191405104 231365971 501C3 75533 SUB- MATH BY EXAMPLE OAKLAND UNIFIED SCHOOL DISTRICT 1000 BROADWAY SUITE 680 OAKLAND CA 94607 946000385 501C3 32168 SUB-TRU-LESSON STUDY MILLS COLLEGE 5000 MACARTHUR BLVD OAKLAND CA 94613 941156566 501C3 53344 SUB-TRU-LESSON STUDY 8 PARTICIPANT AND TEACHER 138 4758 PARTICIPANT AND TEACHER 35 1339 PARTICIPANT AND TEACHER 10 1250 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 259952 792 6548 35684 302976 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 SERVE AS TWO TO THESE. ONE VERSION WILL PROVIDE EXTENSIVE TREATMENT OF TWO CONTENT AREAS EACH YEAR - ONE IN SCIENCE AND ONE IN SOCIAL STUDIES. THEO OTHER WILL EXTEND THE ENTIRE PROGRAM DOWN TO THE 4TH AND 5TH GRADES. DEVELOPMENT IS ALSO CONTINUING ON THE STARI, AND 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 4C POTENTIAL APPROACHES TO SOLUTION: "WOOP," A GOAL SETTING EXERCISE, AND LIGHT-TOUCH MINDFULNESS-BASED BREATHING EXERCISES. SMALL PILOTS OF BOTH INTERVENTIONS WERE CONDUCTED IN THE THREE SCHOOLS IN THE SPRING, AND THE TEAM COLLECTED SURVEYS AND OBSERVED CLASSROOMS TO INFORM THE NEXT STAGES OF WORK. OVERALL, TEACHERS AND STUDENTS WERE MORE RECEPTIVE TO THE BREATHING EXERCISES, AND, IN ORDER TO HAVE MATERIALS WE CAN EASILY REVISE IN RESPONSE TO FEEDBACK, SERP CREATED FOCUS 5, A SET OF BREATHING EXERCISES THAT CAN EACH BE DONE IN UNDER 5 MINUTES. MATERIALS WILL BE ACCESSIBLE THROUGH THE PROJECT WEBSITE (IN DEVELOPMENT), ALONG WITH A BRIEF HISTORY OF THE PARTNERSHIP AND ADDITIONAL RESOURCES TO EASE IMPLEMENTATION. FORM 990, PAGE 2, PART III, LINE 4D OTHER PROGRAMS INCLUDE: A. TRU-LESSON STUDY: SUPPORTING A FUNDAMENTAL SHIFT IN MATHEMATICS TEACHING B. MATH BY EXAMPLE: DISLODGING MISCONCEPTIONS BEFORE THEY TAKE ROOT C. IMPROVING SCIENCE TEACHING AND LEARNING IN MIDDLE GRADES D. LEARNING PROGRESSIONS IN SCIENCE E. SHIFTING INSTRUCTIONAL PRACTICE IN MIDDLE GRADES MATHEMATICS F. STARI IN NEW YORK CITY PUBLIC SCHOOLS G. INTERNAL COHERENCE IN CLOVIS UNIFIED SCHOOL DISTRICT 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 DISCLOSURE ANY ITEM THAT MAY PRESENT A CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AT THEIR BOARD MEETING REGARDING COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B KEY EMPLOYEES ARE REVIEWED BY THE EXECUTIVE DIRECTOR ANNUALLY REGARDING COMPENSATION; THE BOARD OF DIRECTORS INCLUDES A GENERAL PERCENTAGE INCREASE WITH THE ORGANIZATION'S ANNUAL BUDGET, AND IS USED WITH THE EXECUTIVE DIRECTOR'S DISCRETION. 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.