2015-04-30T08:17:05-05:00 2014-12-31 462108854 KENDALL PREBOLA AND JONES LLC PO BOX 259 BEDFORD PA 155220259 990 2014-01-01 300231116 STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE STRA 2022238555 1100 CONNECTICUT AVENUE NW NO 1310 WASHINGTON DC 20036 MARY SUZANNE DONOVAN EXECUTIVE DIRECTOR 2022238555 2015-04-27 1 RICHARD M JONES CPA P00621721 8146231880 2015-04-27 X 2014 2016-02-25 16:41:14Z X MARY SUZANNE DONOVAN 1100 CONNECTICUT AVENUE NW NO 1310 WASHINGTON DC 20036 5118030 0 X WWW.SERPINSTITUTE.ORG X 2003 DC RESEARCH AND DEVELOPMENT IN SCHOOL DISTRICT CONTEXT 6 6 65 6 0 0 6223079 4972797 233295 144846 1953 387 0 0 6458327 5118030 2015737 1564216 0 0 3036142 2524525 0 0 4635 1291227 992764 6343106 5081505 115221 36525 1283773 1097701 807227 584630 476546 513071 X THE STRATEGIC EDUCATION RESEARCH PARTNERSHIP 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 0 0 3539881 1503738 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 PROJECT 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 OF THESE. ONE VERSION WILL PROVIDE EXTENSIVE TREATMENT OF TWO CONTENT AREAS EACH YEAR - ONE IN SCIENCE AND ONE IN SOCIAL STUDIES. THE OTHER WILL EXTEND THE ENTIRE PROGRAM DOWN TO THE 4TH AND 5TH GRADES. DEVELOPMENT IS ALSO CONTINUING ON THE STARI, A 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. 480237 IMPROVEMENT EFFORTS IN THE BAY AREAWITH FUNDING FROM THE S.D. BECHTEL, JR. FOUNDATION, SERP MEETS MONTHLY WITH DISTRICT LEADERS IN SFUSD AND OUSD TO CHART A COURSE OF WORK AIMED AT IMPLEMENTATION OF THE NEWLY ADOPTED STANDARDS IN MATH AND SCIENCE. THE COLLABORATION IN 2014 INCLUDED THE FOLLOWING:1. DEVELOPING AGENDAS FOR MONTHLY CORE GROUP MEETINGS IN COLLABORATION WITH DISTRICT LEADERS;2. OBSERVING IN CLASSROOMS TO BETTER INFORM THE COLLABORATIVE WORK;3. COLLECTING VIDEO IN MATHEMATICS CLASSROOMS FOR ANALYSIS IN CORE GROUP MEETINGS AS PART OF A CONTINUOUS IMPROVEMENT PROCESS FOR THE MATHEMATICS TEAM PROFESSIONAL DEVELOPMENT PROGRAM;4. WORKING WITH THE MATH DEPARTMENTS ON THE DEVELOPMENT OF CURRICULUM MATERIALS AND INSTRUCTIONAL STRATEGIES;5. PROVIDING PROFESSIONAL DEVELOPMENT TO PRINCIPALS AT THE ELEMENTARY AND MIDDLE SCHOOL LEVELS AND PROVIDING PD FOR MIDDLE SCHOOL TEACHERS IN SFUSD; AND 6. WORKING CLOSELY WITH THE RESEARCH, ASSESSMENT, AND DATA ANALYSIS DEPARTMENT IN THE DISTRICT TO CONDUCT A PORTFOLIO OF QUANTITATIVE ANALYSIS AND TO DESIGN AND IMPLEMENT A FORMATIVE EVALUATION OF MATH AND SCIENCE IMPROVEMENT ACTIVITIES IN OUSD.AS THE DEMAND ARISES, SERP WORKS ON THE DESIGN AND DEVELOPMENT OF TOOLS TO SUPPORT THE DISTRICTS' EFFORTS, INCLUDING THE 5X8 CARD AND DIAGNOSTIC LESSONS IN MATHEMATICS DESCRIBED BELOW. 87143 104958 INTERNAL COHERENCE PARTNERSHIP AND PROTOCOL - COVIS UNIFIED SCHOOL DISTRICTINTERNAL COHERENCE (IC) IS AN INITIATIVE LEAD BY RICHARD ELMORE (HARVARD UNIVERSITY) AND MICHELLE FORMAN (SERP/ HARVARD UNIVERSITY) FOCUSED ON BUILDING SCHOOLS' ORGANIZATIONAL CAPACITY TO IMPLEMENT AND SUSTAIN REFORMS, AND CAPACITY AT THE DISTRICT LEVEL TO LEAD THESE EFFORTS. IC IS DEFINED AS CONSISTENCY AMONG THE EXPECTATIONS AND PRACTICES OF INDIVIDUALS IN A SCHOOL AND THE CAPACITY OF THOSE INDIVIDUALS TO ACT COLLECTIVELY ON ORGANIZATIONAL GOALS. IT REQUIRES THAT SCHOOL PROFESSIONALS HOLD EACH OTHER ACCOUNTABLE FOR ATTAINING THOSE GOALS. THE IC PROTOCOL IS A SCHOOL-LEVEL ASSESSMENT DESIGNED TO PROVIDE SCHOOL LEADERSHIP TEAMS AND THEIR SYSTEM-LEVEL SUPERVISORS WITH A STRUCTURED BODY OF INFORMATION TO USE IN TAILORING THE SYSTEM'S BROAD IMPROVEMENT STRATEGY TO THE PARTICULAR DEMANDS OF A SPECIFIC SCHOOL. IN 2011 A WEBSITE WAS DEVELOPED, MAKING THE ASSESSMENT INSTRUMENTS PUBLICLY AVAILABLE. THE IC RESEARCH TEAM IS SUPPORTING ONE DISTRICT TO USE THE IC TOOLS AND PROTOCOLS: THE CALIFORNIA RURAL NETWORK (CRN), A NETWORK OF MEDIUM AND SMALL RURAL SCHOOL DISTRICTS IN THE SAN JOAQUIN CENTRAL VALLEY. THE CRN IS USING THE IC ASSESSMENT PROTOCOL AND SUPPORTS TO MORE POWERFULLY LEVERAGE THE INSTRUCTIONAL ROUNDS DATA FOR IMPROVEMENTS IN TEACHING AND LEARNING ACROSS THE DISTRICTS. 85715 44362 BALTIMORE CITY PUBLIC SCHOOL - RAISING GPA 54505 WORD GENERATION 51993 300 MAPPING AND SHAPING SCIENTIFIC UNDERSTANDING 50770 THE DECK BEHIND THE 5 X 8 CARD 32723 27689 OTHER PROGRAMS 25908 15816 EARLY ADOLESCENTS' EXPERIENCES OF CONTINUITY AND DISCONTINUITY 17474 SUPPORTING THE COMMON CORE THROUGH FORMATIVE ASSESSMENT LESSONS 10129 12199 OAKLAND URBAN TEACHER RESIDENCY 5368 MALLEABLE FACTORS THAT INFLUENCE OUTCOMES OF ENGLISH LANGUAGE LEARNERS 334585 60478 39888 4441846 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 53 0 1 65 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BEVERLY HOFFMASTER 2022238555 1100 CONNECTICUT AVENUE NW SUITE WASHINGTON DC 20036 BRUCE ALBERTS CHAIRMAN & PRESIDENT 1.00 X X 0 0 0 CINTHIA C COLETTI VICE PRESIDENT & SECRETARY 1.00 X X 0 0 0 JOE B WYATT EXECUTIVE VP/TREASURER 1.00 X X 0 0 0 TOM PAYZANT VICE CHAIRMAN 1.00 X X 0 0 0 BILL SPENCER BOARD MEMBER 1.00 X 0 0 0 RICHARD KLAUSNER BOARD MEMBER 1.00 X 0 0 0 MARY SUZANNE DONOVAN EXECUTIVE DIRECTOR 40.00 X 253447 0 43274 MATTHEW BRENNAN ELLINGER DIRECTOR OF MULTIMEDIA DEV 40.00 X 114195 0 34414 367642 0 77688 2 0 1 0 PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 415649 BOSTON MA 022415649 SUBAWARDEE 1117769 STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO CA 941444253 SUBAWARDEE 205837 2 4216328 756469 4972797 CONSULTING 900099 144846 144846 144846 387 387 5118030 144846 0 387 1464455 1464455 99761 99761 296204 202421 91505 2278 1789269 1449300 339281 688 141753 114819 26880 54 138430 112127 26249 54 158869 128683 30125 61 36675 6000 30675 460341 460341 137477 132873 3757 847 27396 21575 5807 14 149265 94126 54978 161 100952 98746 1728 478 32656 31627 1029 8042 8042 8551 8551 DUES, SUBSCRIPTIONS AND 28033 24912 3121 REPAIRS AND MAINTENANCE 3296 3296 RECRUITING EXPENSE 80 80 5081505 4441846 635024 4635 2550 2470 615608 395535 446553 564391 148557 69622 41317 40537 42116 31747 18411 10369 10777 14777 1283773 1097701 370291 280159 436936 304471 807227 584630 X 476546 513071 476546 513071 1283773 1097701 36525 0 X 0 1 X 1 1 1 X 2265102 4071556 5826473 6223079 4972797 23359007 2265102 4071556 5826473 6223079 4972797 23359007 1753519 21605488 5200 2349 1476 1953 387 11365 23370372 842164 0.92450 0.89460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42116 31747 10369 10369 X 5118030 0 5118030 0 5118030 5081505 0 5081505 0 5081505 PART X, LINE 2: 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, 2014, 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. 1 HARVARD UNIVERSITY PO BOX 415649 BOSTON MA 022415649 042103580 501 (C)(3) 1117770 SUBAWARDEE OR THE CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE PROJECT UNIVERSITY OF PENNSYLVANIA P221 FRANKLIN BUILDING 3451 WALNUT ST PHILADELPHIA PA 191046205 231352685 501 (C)(3) 36046 BALTIMORE CITY PUBLIC SCHOOL RAISING GPA STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO CA 941444253 941156365 501 (C)(3) 205837 SUBAWARDEE ON THE CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE PROJECT WHEELOCK COLLEGE 200 THE RIVERWAY BOSTON MA 02215 042103639 501 (C)(3) 81420 SUBAWARDEE ON THE CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE PROJECT JOHNS HOPKINS UNIVERSITY 3400 NORTH CHARLES STREET BALTIMORE MD 21218 520595110 501 (C)(3) 7566 BALTIMORE CITY PUBLIC SCHOOL RAISING GPA FORDHAM 441 EAST FORDHAM ROAD BRONX NY 10458 131740451 501 (C)(3) 15816 EARLY ADOLESCENTS' EXPERIENCES OF CONTINUITY AND DISCONTINUITY OF SCHOOL MICROCONTEXTS PARTICIPANT AND TEACHER INCENTIVES 450 98711 PARTICIPANT AND TEACHER INCENTIVES 3 750 PARTICIPANT AND TEACHER INCENTIVES 5 300 PART I, LINE 2: ALL GRANTS ARE MONITORED THROUGH THE ANNUAL AND INTERIM REPORTS AS REQUIRED BY THE GRANTEE X X X 0 0 0 0 0 0 0 0 0 MARY SUZANNE DONOVAN EXECUTIVE DIRECTOR 252931 0 0 0 516 0 7069 0 36205 0 296721 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 WE 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, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY EACH MAY WITH THE BOARD OF DIRECTORS AND KEY EMPLOYEES AND REQUIRED DISCLOSURE OF ANY INTEREST THAT MAY PRESENT A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 A. EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AT THEIR BOARD MEETING REGARDING COMPENSATION. B. 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 EXECUTIVE DIRECTOR'S DISCRETION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.