2024-04-30T15:01:08-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-07-01 232710950 RESEARCH FOR ACTION INC RESE 2672957760 100 SOUTH BROAD STREET 700 PHILADELPHIA PA 19110 MARTHA KATE CALLAHAN EXECUTIVE DIRECTOR 2672957760 2024-04-30 1 MARTHA KATE CALLAHAN 999009999 0 MALLORY GOOD P01704765 2156433900 2024-04-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARTHA KATE CALLAHAN 100 SOUTH BROAD STREET 700 PHILADELPHIA PA 19110 5193674 0 X WWW.RESEARCHFORACTION.ORG X 1993 PA TO CONDUCT RESEARCH/EVALUATIONS TO IMPROVE OPPORTUNITIES & OUTCOMES FOR UNDERSERVED STUDENTS 14 13 61 13 0 0 3624692 2276434 2905116 2909901 5024 5407 1966 1932 6536798 5193674 0 116077 0 0 4101621 4272115 0 0 213247 1280873 1335244 5382494 5723436 1154304 -529762 6101667 5864659 1459633 1752387 4642034 4112272 X THE MISSION OF RESEARCH FOR ACTION, INC. (RFA) IS TO ENGAGE IN AND USE RESEARCH AS THE BASIS FOR THE IMPROVEMENT OF EDUCATIONAL OPPORTUNITIES AND OUTCOMES FOR TRADITIONALLY UNDERSERVED STUDENTS. 0 0 4109674 116077 2909901 RFA'S RESEARCH AND EVALUATIONS COMBINE RIGOR WITH FLEXIBILITY TO INFORM AND IMPROVE PROGRAMS, POLICIES, AND PRACTICES TOWARD EQUITABLE, HIGH QUALITY, EDUCATIONAL OPPORTUNITIES AND OUTCOMES FOR STUDENTS OF ALL BACKGROUNDS. RFA PARTNERS WITH LOCAL-TO-PENNSYLVANIA AS WELL AS NATIONAL ORGANIZATIONS AND AGENCIES, INCLUDING NON-PROFITS, FOUNDATIONS, SCHOOL DISTRICTS, GOVERNMENT AGENCIES, OUT-OF-SCHOOL TIME (OST) PROVIDERS, HIGHER EDUCATION SYSTEMS, K-12 EDUCATION PROVIDERS, JUVENILE JUSTICE SYSTEMS, AND EARLY CHILDHOOD EDUCATION PROVIDERS. IN FISCAL YEAR 2023 (FY23), RFA PUBLISHED DOZENS OF RESEARCH STUDIES, EVALUATIONS, AND POLICY REPORTS, AS WELL AS TOOLKITS AND RESOURCES, ADDRESSING RELEVANT EDUCATION TOPICS ACROSS THE UNITED STATES. SEVERAL PROJECTS ARE EMBLEMATIC OF OUR WORK TO EVIDENCE TO IDENTIFY, EXAMINE, INFORM, AND DEVELOP PROGRAMS, INITIATIVES, PRACTICES, AND POLICIES THAT PROMISE TO PROMOTESYSTEMS CHANGE, FOR EXAMPLE OUR LARGE AND GROWING BODY OF WORK DRAWING ON SCHOLARSHIP AND LIVED EXPERIENCE TO ADVANCE PENNSYLVANIA'S GOAL TO DIVERSIFY ITS EDUCATOR WORKFORCE. IN FY23, THIS WORK INCLUDED PUBLISHING SEVERAL POLICY BRIEFS, AN EVALUATION OF A STATE-INITIATED PILOT PROGRAM CALLED ASPIRE TO EDUCATE, AND A TEACH IN FOCUSED ON HIGHLIGHTING HOW TEACHER DIVERSITY HAS CHANGED IN PHILADELPHIA IN THE LAST 20 YEARS. OTHER PROJECTS HAVE RESULTED IN RIGOROUS EVIDENCE ABOUT THE IMPLEMENTATION AND IMPACT, SCALABILITY, AND SUSTAINABILITY OF PRACTICES, PROGRAMS, AND POLICIES ALSO WITH A SYSTEMS CHANGE FOCUS. EXEMPLARS OF THIS WORK INCLUDE OUR DEPARTMENT OF EDUCATION-FUNDED RANDOMIZED EVALUATION OF A NEWLY DEVELOPED COMPREHENSIVE PRE-K CURRICULUM IN FLORIDA, WITH A PARTICULAR FOCUS ON THE IMPLEMENTATION OF GENERAL EDUCATION CURRICULA IN PRE-K SETTINGS SERVING STUDENTS WITH SPECIFIC LEARNING NEEDS, SUCH AS ENGLISH LEARNERS AND STUDENTS WITH LANGUAGE DELAYS. WE ALSO COMPLETED AN EVALUATION OF THE CITY OF PHILADELPHIA'S ANTI-GUN VIOLENCE GRANTMAKING EFFORTS IN PARTNERSHIP WITH EQUAL MEASURE, CITIES UNITED, AND EVIDENT CHANGE, SYSTEMATICALLY DOCUMENTING THE EXPERIENCES AND PERCEPTIONS OF NEARLY 30 GRANTEES RECEIVING FUNDS FROM THE CITY TO SERVE AT LEAST 4,800 PHILADELPHIANS, 75% OF WHOM WERE VICTIM OF GUN VIOLENCE OR HAD FAMILIES, FRIENDS, OR COMMUNITIES IMPACTED BY GUN VIOLENCE IN 2022. OUR CONTINUED FOCUS ON ENGAGING COMMUNITIES TO EXPAND THE REACH OF OUR RESEARCH AND TO CO-CREATE KEY QUESTIONS, FINDINGS, AND ACTIONABLE RESULTS DIRECTLY WITH THOSE WHO BENEFIT MOST DIRECTLY RESULTED IN FUNDING TO PILOT A NATIONAL PARTICIPATORY ACTION RESEARCH STUDY TO PARTNER WITH BLACK TEACHERS AND A LAUNCH A LOCAL YOUTH-ORIENTED PARTICIPATORY ACTION RESEARCH INITIATIVE. IN FY23, ON A MISSION TO BRIDGE THE GAP BETWEEN TRADITIONAL RESEARCH METHODS AND THE PERSPECTIVES AND NEEDS OF STUDENTS, FAMILIES, AND TEACHERS, WE LAUNCHED THE COMMUNITY RESEARCH PARTNERSHIP. WITH GENEROUS SUPPORT FROM THE BARRA FOUNDATION, THIS PARTNERSHIP BEGAN THE SHIFTS IN THE WAYS WE CONDUCT RESEARCH WITH COMMUNITY AS CO-DESIGNERS, CO-EQUAL PARTICIPANTS, AND CO-DISSEMINATORS OF THE WORK. WITH SCHOOL COMMUNITIES AS ACTIVE PARTICIPANTS IN THE PROCESS OF DISCOVERY, THESE COMMUNITIES GAIN POWER TO USE RESEARCH TO DEMAND CHANGE. 4109674 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 61 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NY X MEENAKSHI WOLVERTON 2672957760 100 SOUTH BROAD STREET 700 PHILADELPHIA PA 19110 MARTHA KATE CALLAHAN EXECUTIVE DIRECTOR 50.00 X X 247391 0 16631 JAMEEL RUSH BOARD CHAIR 2.00 X X 0 0 0 MICHAEL DAVIS SECRETARY/TREASURER 2.00 X X 0 0 0 MEGHAN BRENNEMAN BOARD MEMBER 2.00 X 0 0 0 DANIELLE COOPER-WILLIAMS BOARD MEMBER 2.00 X 0 0 0 TIMOTHY ENG BOARD MEMBER 2.00 X 0 0 0 JESSE GOTTSCHALK BOARD MEMBER 2.00 X 0 0 0 BEN HEROLD BOARD MEMBER 2.00 X 0 0 0 MICHELLE MARTIN BOARD MEMBER 2.00 X 0 0 0 JANELLE MCDONALD BOARD MEMBER 2.00 X 0 0 0 PRESTON SATCHELL BOARD MEMBER 2.00 X 0 0 0 ALANA SATTERTHWAITE BOARD MEMBER 2.00 X 0 0 0 LORI SHORR BOARD MEMBER 2.00 X 0 0 0 ISHA WILLIAMS BOARD MEMBER 2.00 X 0 0 0 RACHEL DARWIN BOARD MEMBER RESIGNED 9/22 2.00 X 0 0 0 JEFF FRANTZ BOARD MEMBER RESIGNED 9/22 2.00 X 0 0 0 MEENAKSHI WOLVERTON CHIEF FINANCIAL OFFICER 50.00 X 156821 0 30996 ALISON MURAWSKI CHIEF OPERATING OFFICER 50.00 X 157276 0 17310 TRACEY HARTMANN DIR OF QUALITATIVE RESEARCH 50.00 X 116894 0 28337 DAVID LAPP DIR OF POLICY RESEARCH 50.00 X 117340 0 29908 ALYN TURNER DIR OF QUANTITATIVE RESEARCH 50.00 X 117825 0 15888 SAXON NELSON DIR OF COMMUNITY ENGAGEMENT 50.00 X 129127 0 16402 DAE KIM CHIEF STATISTICIAN 50.00 X 103558 0 28040 1146232 0 183512 11 0 1 0 MCCLANAHAN & ASSOCIATES INC 100 W MAIN ST SUITE 208 LANSDALE PA 19446 RESEARCH 143588 1 752424 1524010 2276434 RESEARCH CONTRACTS 611710 2909901 2909901 2909901 5407 5407 MISCELLANEOUS 900099 1932 1932 1932 5193674 2909901 0 7339 116077 116077 704144 76921 541985 85238 2921946 2404980 441098 75868 89588 82935 5248 1405 282864 213529 56596 12739 273573 190090 71493 11990 3968 3968 22989 22989 130294 90535 34048 5711 2391 1301 1090 65680 45637 17164 2879 119717 83185 31285 5247 208092 144592 54380 9120 106359 93953 12052 354 22591 8406 14016 169 23340 16217 6100 1023 21354 14838 5580 936 RESEARCH PARTNERS 339644 337957 1687 RESEARCH EXPENSES 123224 123224 BAD DEBT 72000 72000 PROF. DEVELOPMENT 60652 56299 4353 12949 8998 3383 568 5723436 4109674 1400515 213247 350 350 3961011 3630800 1182959 793096 809771 1106928 87640 93520 393157 366251 34280 26906 25656 213059 6101667 5864659 403455 366418 1056178 1179034 0 206935 1459633 1752387 X 2816863 3166473 1825171 945799 4642034 4112272 6101667 5864659 -529762 0 X 0 1 X 1 1 1 X 696549 2202568 2994644 3624692 2276434 11794887 696549 2202568 2994644 3624692 2276434 11794887 7337156 4457731 7209 6030 5593 5024 5407 29263 901 1966 1932 4799 11828949 13534890 0.37680 0.46010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 901. 2021 AMOUNT: $ 1,966. 2022 AMOUNT: $ 1,932. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38927 38927 0 285245 258339 26906 68985 68985 0 26906 OPERATING LEASE LIABILITIES 206935 206935 X 5193674 0 5193674 0 5193674 5723436 0 5723436 0 5723436 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME FOR FISCAL YEAR ENDED JUNE 30, 2023. THEREFORE, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE TAX POSITIONS REFLECTED IN THE ORGANIZATION'S TAX FILINGS AND DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. 1 UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DR STOP K5300 AUSTIN TX 78712 746000203 STATE AGENCY 116077 0 CO-PI OF RESEARCH PROJECT PART I, LINE 2: THE ORGANIZATION'S PROJECT TEAMS MEET REGULARLY WITH THE SUBGRANTEE TO ENSURE THE PROJECT IS ON TRACK. THE ORGANIZATION RECEIVES INVOICES FROM THE SUBGRANTEE WHICH IS REVIEWED AND APPROVED BY THE PROJECT DIRECTOR. THE PROJECT DIRECTOR MEETS REGULARLY WITH THE CFO TO REVIEW PROJECT PROGRESS AND SPENDING. X X X 0 0 0 0 0 0 0 0 0 MARTHA KATE CALLAHAN EXECUTIVE DIRECTOR 247391 0 0 0 0 0 15000 0 1631 0 264022 0 0 0 MEENAKSHI WOLVERTON CHIEF FINANCIAL OFFICER 156821 0 0 0 0 0 9762 0 21234 0 187817 0 0 0 ALISON MURAWSKI CHIEF OPERATING OFFICER 157276 0 0 0 0 0 9762 0 7548 0 174586 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AFTER MANAGEMENT REVIEW, THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES; IT IS THEN SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENT PERIOD; IF THERE ARE NO COMMENTS, THEN MANAGEMENT WILL FILE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SUBMITS A COMPLETED CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. THE ORGANIZATION REVIEWS EACH FORM IN ITS ENTIRETY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS SETS THE SALARY FOR THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR SETS THE SALARIES FOR THE ORGANIZATION'S EMPLOYEES. COMPENSATION SURVEYS, REVIEWS AND COMPARABILITY DATA PROVIDED BY AN INDEPENDENT ORGANIZATION GUIDE THE DELIBERATION AND DECISION-MAKING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE 990 IS ALSO AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG.