STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE (EIN 30-0231116)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-03
- IRS object ID
- 201321239349300507
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-05-03T04:57:38-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251645876 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDALL PREBOLA AND JONES CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300231116 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATEGIC EDUCATION RESEARCH PARTNERSHIP INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STRA | NameControl |
| Phone | 2022238555 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY SUZANNE DONOVAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2022238555 | Phone |
| Date Signed | 2013-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD M JONES CPA | Name |
| PTIN | P00621721 | PTIN |
| Phone | 8146231880 | Phone |
| Date Prepared | 2013-05-02 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARY SUZANNE DONOVAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 5945558 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SERPINSTITUTE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | RESEARCH AND DEVELOPMENT IN SCHOOL DISTRICT CONTEXT | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 58 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4071556 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5826473 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20493 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 117609 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2349 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1476 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4094398 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5945558 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1357192 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2188701 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2154603 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2518060 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6309 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1019724 | OtherExpensePriorYear |
| Other Expenses Current Year | 1485027 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4531519 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6191788 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -437121 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -246230 | RevenuesLessExpensesCY |
| Total Assets BOY | 1105306 | TotalAssetsBOY |
| Total Assets EOY | 1838977 | TotalAssetsEOY |
| Total Liabilities BOY | 497751 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1477652 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 607555 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 361325 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4019457 | Expense |
| Grants | 1781031 | Grants |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 397624 | Expense |
| Grants | 225607 | Grants |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 357318 | Expense |
| Grants | 110500 | Grants |
| Revenue | 8892 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 819854 | Expense |
| Grants | 71563 | Grants |
| Revenue | 108717 | Revenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 819854 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 71563 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 108717 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 5594253 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 102 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 58 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BEVERLY HOFFMASTER | NamePerson |
| Telephone Number | 2022238555 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| BRUCE ALBERTS | ||||||||
| CHAIRMAN & PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | ||
| CINTHIA C HAAN | ||||||||
| 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 | ||||||||
| BOARD MEMBER | 1.00 | 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 | |||
| KIRSTEN L KAINZ | ||||||||
| DEPUTY OFFICER | 40.00 | X | 25310 | 0 | 5194 | |||
| MARY SUZANNE DONOVAN | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 239892 | 0 | 38424 | X | |||
| MATTHEW BRENNAN ELLINGER | ||||||||
| DIRECTOR OF MULTIMEDIA DEVELOPMENT | 40.00 | 102638 | 0 | 22035 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 367840 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 65653 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||
| PO BOX 415649 | BOSTON | MA | 022415649 | SUBAWARDEE | 1375063 |
| STANFORD UNIVERSITY | |||||
| PO BOX 44253 | SAN FRANCISCO | CA | 941444253 | SUBAWARDEE | 326648 |
| LECTICA INC | |||||
| 35 SOUTH PARK TERRACE | NORTHAMPTON | MA | 01060 | CONSULTING | 151764 |
| TEMPLE UNIVERSITY | |||||
| PO BOX 824242 | PHILADELPHIA | PA | 191824242 | SUBAWARDEE | 119252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Government Grants | 5269910 | GovernmentGrants |
| All Other Contributions | 556563 | AllOtherContributions |
| Total Contributions | 5826473 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSULTING | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 117609 | TotalRevenueColumn |
| Related Or Exempt Function Income | 117609 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 117609 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1476 | TotalRevenueColumn |
| Exclusion | $1,476 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5945558 | TotalRevenueColumn |
| Related Or Exempt Function Income | 117609 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,476 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2020819 | Total |
| Program Services | 2020819 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167882 | Total |
| Program Services | 167882 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311762 | Total |
| Program Services | 206407 | ProgramServices |
| Management And General | 103809 | ManagementAndGeneral |
| Fundraising | 1546 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1777956 | Total |
| Program Services | 1513325 | ProgramServices |
| Management And General | 261792 | ManagementAndGeneral |
| Fundraising | 2839 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125246 | Total |
| Program Services | 106604 | ProgramServices |
| Management And General | 18442 | ManagementAndGeneral |
| Fundraising | 200 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143800 | Total |
| Program Services | 122397 | ProgramServices |
| Management And General | 21173 | ManagementAndGeneral |
| Fundraising | 230 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159296 | Total |
| Program Services | 135586 | ProgramServices |
| Management And General | 23455 | ManagementAndGeneral |
| Fundraising | 255 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7843 | Total |
| Management And General | 7843 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32038 | Total |
| Program Services | 7648 | ProgramServices |
| Management And General | 24390 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 650923 | Total |
| Program Services | 627048 | ProgramServices |
| Management And General | 23875 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4425 | Total |
| Program Services | 3683 | ProgramServices |
| Management And General | 741 | ManagementAndGeneral |
| Fundraising | 1 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24464 | Total |
| Program Services | 21399 | ProgramServices |
| Management And General | 3010 | ManagementAndGeneral |
| Fundraising | 55 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136434 | Total |
| Program Services | 83864 | ProgramServices |
| Management And General | 51476 | ManagementAndGeneral |
| Fundraising | 1094 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186017 | Total |
| Program Services | 168920 | ProgramServices |
| Management And General | 17097 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91691 | Total |
| Program Services | 87244 | ProgramServices |
| Management And General | 4447 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8218 | Total |
| Management And General | 8218 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6345 | Total |
| Management And General | 6345 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OFFICE SUPPLIES | 138250 | 136538 | 1680 | 32 |
| PRINTING & DUPLICATING | 123258 | 122799 | 433 | 26 |
| DUES, SUBCRIPTIONS AND | 44699 | 41136 | 3563 | 0 |
| TELEPHONE | 19642 | 17949 | 1662 | 31 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10780 | Total |
| Program Services | 3005 | ProgramServices |
| Management And General | 7775 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6191788 | Total |
| Program Services | 5594253 | ProgramServices |
| Management And General | 591226 | ManagementAndGeneral |
| Fundraising | 6309 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50 | BOY |
| EOY | 2475 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 567030 | BOY |
| EOY | 742588 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15846 | BOY |
| EOY | 942030 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420949 | BOY |
| EOY | 41555 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54243 | BOY |
| EOY | 80310 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40943 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21701 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27461 | BOY |
| EOY | 19242 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19727 | BOY |
| EOY | 10777 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1105306 | BOY |
| EOY | 1838977 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 314812 | BOY |
| EOY | 671185 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182939 | BOY |
| EOY | 806467 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 497751 | BOY |
| EOY | 1477652 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 349285 | BOY |
| EOY | 361325 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258270 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 607555 | BOY |
| EOY | 361325 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1105306 | BOY |
| EOY | 1838977 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -246230 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1947200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1261284 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2265102 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4071556 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5826473 | CurrentTaxYear |
| Total | 15371615 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1947200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1261284 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2265102 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4071556 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5826473 | CurrentTaxYear |
| Total | 15371615 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 15371615 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44179 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31078 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5200 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2349 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1476 | CurrentTaxYear |
| Total | 84282 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15455897 | TotalSupport |
| Gross Receipts From Admissions Etc | 767383 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99450 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98820 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 40943 | OtherCostOrOtherBasis |
| Depreciation | 21701 | Depreciation |
| Book Value | 19242 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19242 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5945558 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 5945558 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5945558 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6191788 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6191788 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6191788 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| 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 740S (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 INSTITUTES FINANCIAL STATEMENTS IN ACCORDANCE WITH ASC 740S 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 INSTITUTES 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, 2012, 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, 2012, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2009 THROUGH 2011 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 ORGANIZATIONS POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF DECEMBER 31, 2012, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| HARVARD UNIVERSITY | |||||||
| PO BOX 415649 | BOSTON | MA | 02241 | 042103580 | 501 (C)(3) | 1375063 | SUBAWARDEE OR THE CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE PROJECT |
| TEMPLE UNIVERSITY | |||||||
| PO BOX 824242 | PHILADELPHIA | PA | 19182 | 231365971 | 501 (C)(3) | 119252 | SUBAWARDEE ON THE TRANSFORMING ALGEBRA PROJECTS |
| STANFORD UNIVERSITY | |||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 94144 | 941156365 | 501 (C)(3) | 326648 | SUBAWARDEE ON THE CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE PROJECT |
| WHEELOCK COLLEGE | |||||||
| 200 THE RIVERWAY | BOSTON | MA | 02215 | 042103639 | 501 (C)(3) | 56500 | SUBAWARDEE ON THE CATALYZING COMPREHENSION THROUGH DISCUSSION AND DEBATE PROJECT |
| UNIVERSITY OF ROCHESTER | |||||||
| 910 GENESEE STREET | ROCHESTER | NY | 14611 | 160743209 | 501 (C)(3) | 35294 | SUBAWARDEE ON THE TRANSFORMING ALGEBRA PROJECTS |
| CARNEGIE MELLON UNIVERSITY | |||||||
| PO BOX 371032 | PITTSBURGH | PA | 15250 | 250969449 | 501 (C)(3) | 33062 | SUBAWARDEE ON THE TRANSFORMING ALGEBRA PROJECTS |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| ONE CENTENNIAL DRIVE 5200 | BERKLEY | CA | 94720 | 946002123 | 501 (C)(3) | 75000 | TO ENHANCE MIDDLE SCHOOL MATH AND SCIENCE LEARNING |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | PARTICIPANT AND TEACHER INCENTIVES | TypeOfGrant |
| Number Of Recipients | 280 | NumberOfRecipients |
| Amount Of Cash Grant | 167882 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL GRANTS ARE MONITORED THROUGH THE ANNUAL AND INTERIM REPORTS AS REQUIRED BY THE GRANTEE | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARY SUZANNE DONOVAN | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 229376 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 10000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 516 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 23500 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 14924 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 278316 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE DIRECTOR, DEPUTY 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 THIER 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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