2014-04-15T10:19:46-05:00 2013-12-31 462108854 KENDALL PREBOLA AND JONES LLC PO BOX 259 BEDFORD PA 155220259 990 2013-01-01 300231116 STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE STRA 2022238555 1101 14TH STREET NW NO 300 WASHINGTON DC 20005 MARY SUZANNE DONOVAN EXECUTIVE DIRECTOR 2022238555 2014-03-27 1 RICHARD M JONES CPA P00621721 8146231880 2014-03-27 X 2013 2015-11-30 17:44:51Z MARY SUZANNE DONOVAN 1101 14TH STREET NW NO 300 WASHINGTON DC 20005 6458327 0 X WWW.SERPINSTITUTE.ORG X 2003 DC RESEARCH AND DEVELOPMENT IN SCHOOL DISTRICT CONTEXT 7 7 91 7 0 0 5826473 6223079 117609 233295 1476 1953 0 0 5945558 6458327 2188701 2015737 0 0 2518060 3036142 0 0 4478 1485027 1291227 6191788 6343106 -246230 115221 1838977 1283773 1477652 807227 361325 476546 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 4045801 1595768 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. 354747 210791 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. 430560 130500 31108 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. 264122 16000 SUPPORTING THE COMMON CORE THROUGH FORMATIVE ASSESSMENT LESSONS 214163 42500 SAN FRANCISCO FIELD SITE 82011 1024 WORD GENERATION 67735 81282 INTERNAL COHERENCE PARTNERSHIP AND PROTOCOL CLOVIS UNIFIED SCHOOL DISTRICT 58419 10000 MAPPING AND SHAPING SCIENTIFIC UNDERSTANDING 48386 58954 WORD GENERATION - NEW YORK CITY 45144 5291 OTHER PROGRAMS 44568 53035 INTERNAL COHERENCE PARTNERSHIP AND PROTOCOL FORT WORTH 39689 THE DECK BEHIND THE 5 X 8 CARD 12550 9154 EARLY ADOLESENTS' EXPERIENCES OF CONTINUITY AND DISCONTINUITY OF SCHOOL MICROCONTEXTS 4660 MALLEABLE FACTORS THAT INFLUENCE OUTCOMES OF ENGLISH LANGUAGE LEARNERS 3030 3625 INTERNAL COHERENCE PARTNERSHIP AND PROTOCOL SAN JOAQUIN COUNTY OF EDUCATION 884477 78678 202187 5715585 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 1 117 0 1 91 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BEVERLY HOFFMASTER 2022238555 1101 14TH STREET NW SUITE 300 WASHINGTON DC 20005 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 ANTHONY BRYK BOARD MEMBER 1.00 X 0 0 0 MARY SUZANNE DONOVAN EXECUTIVE DIRECTOR 40.00 X 244721 0 40633 PATRICK HURLEY DIRECTOR OF SF FIELD SITE & IMPLEMENTATION 40.00 X 114822 0 21606 MATTHEW BRENNAN ELLINGER DIRECTOR OF MULTIMEDIA DEV 40.00 X 120578 0 30552 480121 0 92791 3 0 1 0 PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 415649 BOSTON MA 022415649 SUBAWARDEE 1200582 STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO CA 941444253 SUBAWARDEE 308737 UC REGENTS (UNIVERSITY OF CALIFORNIA) 1 CENTENNIAL DRIVE BERKLEY CA 94720 SUBAWARDEE 131000 UNIVERSITY OF ROCHESTER 910 GENESEE STREET ROCHESTER NY 146113847 SUBAWARDEE 105123 4 4983221 1239858 13524 6223079 CONSULTING 900099 233295 233295 233295 1953 1953 6458327 233295 0 1953 1861000 1861000 154737 154737 285598 190993 93330 1275 2225159 1890102 332621 2436 159476 135462 23839 175 174291 148047 26053 191 191618 162765 28643 210 36256 9273 26983 588929 588929 252983 249144 3819 20 25720 22219 3478 23 146044 96371 49525 148 150036 144825 5211 43039 40674 2365 10627 10627 9240 9240 DUES, SUBSCRIPTIONS AND 20317 17986 2331 REPAIRS AND MAINTENANCE 3869 3869 RECRUITING EXPENSE 3203 2729 474 EMPLOYEE TRAINING 754 329 425 210 210 6343106 5715585 623043 4478 2475 2550 742588 615608 942030 446553 41555 148557 80310 41317 49763 31352 19242 18411 10777 10777 1838977 1283773 671185 370291 806467 436936 1477652 807227 X 361325 476546 361325 476546 1838977 1283773 115221 0 X 0 1 X 1 1 1 X 1261284 2265102 4071556 5826473 6223079 19647494 1261284 2265102 4071556 5826473 6223079 19647494 2032790 17614704 31078 5200 2349 1476 1953 42056 19689550 942867 0.89460 0.99450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49763 31352 18411 18411 X 6458327 0 6458327 0 6458327 6343106 0 6343106 0 6343106 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, 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. 1 HARVARD UNIVERSITY PO BOX 415649 BOSTON MA 02241 042103580 501 (C)(3) 1200582 SUBAWARDEE OR THE CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE PROJECT TEMPLE UNIVERSITY PO BOX 824242 PHILADELPHIA PA 19182 231365971 501 (C)(3) 63689 SUBAWARDEE ON THE TRANSFORMING ALGEBRA PROJECTS STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO CA 94144 941156365 501 (C)(3) 235737 SUBAWARDEE ON THE CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE PROJECT WHEELOCK COLLEGE 200 THE RIVERWAY BOSTON MA 02215 042103639 501 (C)(3) 64506 SUBAWARDEE ON THE CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE PROJECT UNIVERSITY OF ROCHESTER 910 GENESEE STREET ROCHESTER NY 14611 160743209 501 (C)(3) 105123 SUBAWARDEE ON THE TRANSFORMING ALGEBRA PROJECTS CARNEGIE MELLON UNIVERSITY PO BOX 371032 PITTSBURGH PA 15250 250969449 501 (C)(3) 9209 SUBAWARDEE ON THE TRANSFORMING ALGEBRA PROJECTS REGENTS OF THE UNIVERSITY OF CALIFORNIA ONE CENTENNIAL DRIVE 5200 BERKLEY CA 94720 946002123 501 (C)(3) 42500 SUBAWARDEE ON SAN FRANCISCO SITE REGENTS OF THE UNIVERSITY OF CALIFORNIA ONE CENTENNIAL DRIVE 5200 BERKLEY CA 94720 946002123 501 (C)(3) 57500 SUBAWARDEE ON OAKLAND UNIFIED SCHOOL DISTRICT STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO CA 94144 941156365 501 (C)(3) 73000 SUBAWARDEE ON OAKLAND UNIFIED SCHOOL DISTRICT FORDHAM 441 EAST FORDHAM ROAD BRONX NY 10458 131740451 501 (C)(3) 9154 SUBAWARDEE ON EARLY ADOLESCENTS' EXPERIENCES OF CONTINUITY AND DISCONTINUITY OF SCHOOL MICROCONTEXTS PARTICIPANT AND TEACHER INCENTIVES 142 154737 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 244205 0 0 0 516 0 25000 0 15633 0 285354 0 0 0 MATTHEW BRENNAN ELLINGER DIRECTOR OF MULTIMEDIA DEV 120479 0 0 0 99 0 12000 0 18552 0 151130 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.