STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE (EIN 30-0231116)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-15
- IRS object ID
- 201401079349300305
- Schema version
- 2013v3.0
- 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 | 2014-04-15T10:19:46-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 259 | AddressLine1 |
| City | BEDFORD | City |
| State | PA | State |
| ZIP Code | 155220259 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 PARTNERSHIP INSTITUTE | BusinessNameLine1 |
| 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 | 1101 14TH STREET NW NO 300 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SUZANNE DONOVAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2022238555 | PhoneNum |
| Signature | 2014-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD M JONES CPA | PreparerPersonNm |
| PTIN | P00621721 | PTIN |
| Phone | 8146231880 | PhoneNum |
| Preparation | 2014-03-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | 1101 14TH STREET NW NO 300 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,458,327 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | RESEARCH AND DEVELOPMENT IN SCHOOL DISTRICT CONTEXT | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 91 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,826,473 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,223,079 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $117,609 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $233,295 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,476 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,953 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,945,558 | PYTotalRevenueAmt |
| CY Total Revenue | $6,458,327 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,188,701 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,015,737 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,518,060 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,036,142 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,478 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,485,027 | PYOtherExpensesAmt |
| CY Other Expenses | $1,291,227 | CYOtherExpensesAmt |
| PY Total Expenses | $6,191,788 | PYTotalExpensesAmt |
| CY Total Expenses | $6,343,106 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$246,230 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $115,221 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,838,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,283,773 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,477,652 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $807,227 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $361,325 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $476,546 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,045,801 | ExpenseAmt |
| Grant | $1,595,768 | GrantAmt |
| Desc | 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 TOPICS 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 IS BEING COMPLETED FOR THE ENTIRE 8TH GRADE YEAR AND EXTENDED DOWN INTO THE 6TH AND 7TH GRADES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $354,747 | ExpenseAmt |
| Grant | $210,791 | GrantAmt |
| Desc | ALGEBRA BY EXAMPLE ALGEBRA BY EXAMPLE IS A PROJECT DESIGNED TO HELP STUDENTS SUCCEED IN ALGEBRA BY TARGETING THEIR MATH MISCONCEPTIONS THROUGH SKILLFULLY CRAFTED ASSIGNMENTS THAT COMPLEMENT COMMONLY USED MATH CURRICULA. EACH ASSIGNMENT REQUIRES STUDENTS TO EXAMINE A PRE-IDENTIFIED CORRECT OR INCORRECT WAY TO WORK OUT A PROBLEM AND RESPOND TO PROBING QUESTIONS DESIGNED TO UNDERMINE COMMON MISCONCEPTIONS. FOLLOWING EACH INTERACTION WITH A WORKED EXAMPLE, STUDENTS SOLVE A SIMILAR PROBLEM ENTIRELY ON THEIR OWN. THE PROJECT ALSO INCLUDES PROFESSIONAL DEVELOPMENT MATERIALS TO HELP TEACHERS: (A) UNDERSTAND THE MOTIVATION FOR THE ASSIGNMENT DESIGN; (B) USE THE MATERIALS IN CLASS; AND (C) BETTER UNDERSTAND HOW STUDENTS THINK ABOUT IMPORTANT ALGEBRA CONCEPTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $430,560 | ExpenseAmt |
| Grant | $130,500 | GrantAmt |
| Revenue | $31,108 | RevenueAmt |
| Desc | OAKLAND UNIFIED SCHOOL DISTRICTSERP IS WORKING CLOSELY WITH THE OAKLAND UNIFIED SCHOOL DISTRICT ON THE IMPROVEMENT OF MIDDLE SCHOOL MATH AND ELEMENTARY SCIENCE INSTRUCTION. THE MATH WORK IS FOCUSED PARTICULARLY ON THE INTRODUCTION AND SUPPORT OF PRACTICES THAT ALIGN WITH THE COMMON CORE STATE STANDARDS IN MATHEMATICS. THE ELEMENTARY SCIENCE WORK INVOLVES COLLABORATIONS WITH EXTERNAL SCIENCE PARTNERS AND THE SERP MULTI-MEDIA TEAM TO CREATE A COHERENT, EFFECTIVE, SCIENCE INSTRUCTIONAL PROGRAM BASED ON SOON TO BE RELEASED NEXT GENERATION SCIENCE PRACTICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (12 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|---|
| $264,122 | $16,000 | SUPPORTING THE COMMON CORE THROUGH FORMATIVE ASSESSMENT LESSONS | |
| $214,163 | $42,500 | SAN FRANCISCO FIELD SITE | |
| $82,011 | $1,024 | WORD GENERATION | |
| $67,735 | INTERNAL COHERENCE PARTNERSHIP AND PROTOCOL CLOVIS UNIFIED SCHOOL DISTRICT | $81,282 | |
| $58,419 | $10,000 | MAPPING AND SHAPING SCIENTIFIC UNDERSTANDING | |
| $48,386 | WORD GENERATION - NEW YORK CITY | $58,954 | |
| $45,144 | OTHER PROGRAMS | $5,291 | |
| $44,568 | INTERNAL COHERENCE PARTNERSHIP AND PROTOCOL FORT WORTH | $53,035 | |
| $39,689 | THE DECK BEHIND THE 5 X 8 CARD | ||
| $12,550 | $9,154 | EARLY ADOLESENTS' EXPERIENCES OF CONTINUITY AND DISCONTINUITY OF SCHOOL MICROCONTEXTS | |
| $4,660 | MALLEABLE FACTORS THAT INFLUENCE OUTCOMES OF ENGLISH LANGUAGE LEARNERS | ||
| $3,030 | INTERNAL COHERENCE PARTNERSHIP AND PROTOCOL SAN JOAQUIN COUNTY OF EDUCATION | $3,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $884,477 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $78,678 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $202,187 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,715,585 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 117 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 91 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | 1101 14TH STREET NW SUITE 300 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BRUCE ALBERTS | ||||||||
| CHAIRMAN & PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CINTHIA C COLETTI | ||||||||
| VICE PRESIDENT & SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOE B WYATT | ||||||||
| EXECUTIVE VP/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TOM PAYZANT | ||||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BILL SPENCER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD KLAUSNER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY BRYK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY SUZANNE DONOVAN | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $244,721 | $0 | $40,633 | Yes (X) | |||
| PATRICK HURLEY | ||||||||
| DIRECTOR OF SF FIELD SITE & IMPLEMENTATION | 40.00 | $114,822 | $0 | $21,606 | Yes (X) | |||
| MATTHEW BRENNAN ELLINGER | ||||||||
| DIRECTOR OF MULTIMEDIA DEV | 40.00 | $120,578 | $0 | $30,552 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $480,121 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $92,791 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||
| PO BOX 415649 | BOSTON | MA | 022415649 | SUBAWARDEE | $1,200,582 |
| STANFORD UNIVERSITY | |||||
| PO BOX 44253 | SAN FRANCISCO | CA | 941444253 | SUBAWARDEE | $308,737 |
| UC REGENTS (UNIVERSITY OF CALIFORNIA) | |||||
| 1 CENTENNIAL DRIVE | BERKLEY | CA | 94720 | SUBAWARDEE | $131,000 |
| UNIVERSITY OF ROCHESTER | |||||
| 910 GENESEE STREET | ROCHESTER | NY | 146113847 | SUBAWARDEE | $105,123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,983,221 | GovernmentGrantsAmt |
| All Other Contributions | $1,239,858 | AllOtherContributionsAmt |
| Noncash Contributions | $13,524 | NoncashContributionsAmt |
| Total Contributions | $6,223,079 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSULTING | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $233,295 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $233,295 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $233,295 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,953 | TotalRevenueColumnAmt |
| Exclusion | $1,953 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,458,327 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $233,295 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,953 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,861,000 | TotalAmt |
| Program Services | $1,861,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,737 | TotalAmt |
| Program Services | $154,737 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,598 | TotalAmt |
| Program Services | $190,993 | ProgramServicesAmt |
| Management And General | $93,330 | ManagementAndGeneralAmt |
| Fundraising | $1,275 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,225,159 | TotalAmt |
| Program Services | $1,890,102 | ProgramServicesAmt |
| Management And General | $332,621 | ManagementAndGeneralAmt |
| Fundraising | $2,436 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,476 | TotalAmt |
| Program Services | $135,462 | ProgramServicesAmt |
| Management And General | $23,839 | ManagementAndGeneralAmt |
| Fundraising | $175 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,291 | TotalAmt |
| Program Services | $148,047 | ProgramServicesAmt |
| Management And General | $26,053 | ManagementAndGeneralAmt |
| Fundraising | $191 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,618 | TotalAmt |
| Program Services | $162,765 | ProgramServicesAmt |
| Management And General | $28,643 | ManagementAndGeneralAmt |
| Fundraising | $210 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,256 | TotalAmt |
| Program Services | $9,273 | ProgramServicesAmt |
| Management And General | $26,983 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,929 | TotalAmt |
| Program Services | $588,929 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,983 | TotalAmt |
| Program Services | $249,144 | ProgramServicesAmt |
| Management And General | $3,819 | ManagementAndGeneralAmt |
| Fundraising | $20 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,720 | TotalAmt |
| Program Services | $22,219 | ProgramServicesAmt |
| Management And General | $3,478 | ManagementAndGeneralAmt |
| Fundraising | $23 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,044 | TotalAmt |
| Program Services | $96,371 | ProgramServicesAmt |
| Management And General | $49,525 | ManagementAndGeneralAmt |
| Fundraising | $148 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,036 | TotalAmt |
| Program Services | $144,825 | ProgramServicesAmt |
| Management And General | $5,211 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,039 | TotalAmt |
| Program Services | $40,674 | ProgramServicesAmt |
| Management And General | $2,365 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,627 | TotalAmt |
| Management And General | $10,627 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,240 | TotalAmt |
| Management And General | $9,240 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES, SUBSCRIPTIONS AND | $20,317 | $17,986 | $2,331 |
| REPAIRS AND MAINTENANCE | $3,869 | $3,869 | |
| RECRUITING EXPENSE | $3,203 | $2,729 | $474 |
| EMPLOYEE TRAINING | $754 | $329 | $425 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210 | TotalAmt |
| Management And General | $210 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,343,106 | TotalAmt |
| Program Services | $5,715,585 | ProgramServicesAmt |
| Management And General | $623,043 | ManagementAndGeneralAmt |
| Fundraising | $4,478 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,475 | BOYAmt |
| EOY | $2,550 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,588 | BOYAmt |
| EOY | $615,608 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $942,030 | BOYAmt |
| EOY | $446,553 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,555 | BOYAmt |
| EOY | $148,557 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,310 | BOYAmt |
| EOY | $41,317 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,763 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,352 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,242 | BOYAmt |
| EOY | $18,411 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,777 | BOYAmt |
| EOY | $10,777 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,838,977 | BOYAmt |
| EOY | $1,283,773 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,185 | BOYAmt |
| EOY | $370,291 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,467 | BOYAmt |
| EOY | $436,936 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,477,652 | BOYAmt |
| EOY | $807,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,325 | BOYAmt |
| EOY | $476,546 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,325 | BOYAmt |
| EOY | $476,546 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,838,977 | BOYAmt |
| EOY | $1,283,773 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $115,221 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $1,261,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,265,102 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,071,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,826,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,223,079 | CurrentTaxYearAmt |
| Total | $19,647,494 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,261,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,265,102 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,071,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,826,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,223,079 | CurrentTaxYearAmt |
| Total | $19,647,494 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,032,790 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,614,704 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,953 | CurrentTaxYearAmt |
| Total | $42,056 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,689,550 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $942,867 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99450 | 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 | $49,763 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,352 | DepreciationAmt |
| Book Value | $18,411 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,411 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,458,327 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,458,327 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,458,327 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,343,106 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,343,106 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,343,106 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2013, 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, 2013, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2010 THROUGH 2012 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, 2013, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| HARVARD UNIVERSITY | |||||||
| PO BOX 415649 | BOSTON | MA | 02241 | 042103580 | 501 (C)(3) | $1,200,582 | SUBAWARDEE OR THE CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE PROJECT |
| TEMPLE UNIVERSITY | |||||||
| PO BOX 824242 | PHILADELPHIA | PA | 19182 | 231365971 | 501 (C)(3) | $63,689 | SUBAWARDEE ON THE TRANSFORMING ALGEBRA PROJECTS |
| STANFORD UNIVERSITY | |||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 94144 | 941156365 | 501 (C)(3) | $235,737 | SUBAWARDEE ON THE CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE PROJECT |
| WHEELOCK COLLEGE | |||||||
| 200 THE RIVERWAY | BOSTON | MA | 02215 | 042103639 | 501 (C)(3) | $64,506 | SUBAWARDEE ON THE CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE PROJECT |
| UNIVERSITY OF ROCHESTER | |||||||
| 910 GENESEE STREET | ROCHESTER | NY | 14611 | 160743209 | 501 (C)(3) | $105,123 | SUBAWARDEE ON THE TRANSFORMING ALGEBRA PROJECTS |
| CARNEGIE MELLON UNIVERSITY | |||||||
| PO BOX 371032 | PITTSBURGH | PA | 15250 | 250969449 | 501 (C)(3) | $9,209 | SUBAWARDEE ON THE TRANSFORMING ALGEBRA PROJECTS |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| ONE CENTENNIAL DRIVE 5200 | BERKLEY | CA | 94720 | 946002123 | 501 (C)(3) | $42,500 | SUBAWARDEE ON SAN FRANCISCO SITE |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| ONE CENTENNIAL DRIVE 5200 | BERKLEY | CA | 94720 | 946002123 | 501 (C)(3) | $57,500 | SUBAWARDEE ON OAKLAND UNIFIED SCHOOL DISTRICT |
| STANFORD UNIVERSITY | |||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 94144 | 941156365 | 501 (C)(3) | $73,000 | SUBAWARDEE ON OAKLAND UNIFIED SCHOOL DISTRICT |
| FORDHAM | |||||||
| 441 EAST FORDHAM ROAD | BRONX | NY | 10458 | 131740451 | 501 (C)(3) | $9,154 | SUBAWARDEE ON EARLY ADOLESCENTS' EXPERIENCES OF CONTINUITY AND DISCONTINUITY OF SCHOOL MICROCONTEXTS |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | PARTICIPANT AND TEACHER INCENTIVES | GrantTypeTxt |
| Recipient | 142 | RecipientCnt |
| Cash Grant | $154,737 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY SUZANNE DONOVAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $244,205 | $0 | $0 | $0 | $516 | $0 | $25,000 | $0 | $15,633 | $0 | $285,354 | $0 | $0 | $0 |
| MATTHEW BRENNAN ELLINGER | ||||||||||||||
| DIRECTOR OF MULTIMEDIA DEV | $120,479 | $0 | $0 | $0 | $99 | $0 | $12,000 | $0 | $18,552 | $0 | $151,130 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
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