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AnnuAl RepoRt<br />

<strong>Dr</strong>. <strong>Stirling</strong> <strong>McDowell</strong> <strong>Foundation</strong> <strong>for</strong><br />

Research Into Teaching Inc.<br />

<strong>2011</strong>-12


<strong>Dr</strong>. <strong>Stirling</strong> <strong>McDowell</strong> <strong>Foundation</strong> <strong>for</strong> Research Into Teaching Inc.<br />

2317 Arlington Avenue<br />

Saskatoon, Saskatchewan, S7J 2H8<br />

T: 306-373-1660 1-800-667-7762 F: 306-374-1122<br />

Email: mcdowell@stf.sk.ca<br />

www.mcdowellfoundation.ca


Contents<br />

Message From the President ...................................................................................... 1<br />

Message From the Manager .......................................................................................... 2<br />

Overview of the Organization ..................................................................................... 3<br />

Boards, Committees and Staff in <strong>2011</strong>-12 ................................................................... 4<br />

The Work of the <strong>McDowell</strong> <strong>Foundation</strong><br />

Research ............................................................................................................... 6<br />

Fundraising ........................................................................................................... 14<br />

Organizational Communications ......................................................................... 17<br />

Governance and Administration ......................................................................... 17<br />

Financial Statements ................................................................................................... 19<br />

Donors to the <strong>McDowell</strong> <strong>Foundation</strong> in <strong>2011</strong>-12 ........................................................ 32<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 3


Message From the President<br />

Building on Past Successes … Moving Toward the Future<br />

Change should be viewed as an opportunity <strong>for</strong> growth and innovation, and it is with<br />

these goals in mind that last winter I undertook the challenge of the presidency of the<br />

<strong>McDowell</strong> <strong>Foundation</strong>.<br />

I sincerely thank the previous board <strong>for</strong> their leadership role in conducting the<br />

<strong>Foundation</strong>’s governance review and implementing changes to the board structure.<br />

Governance practices, administrative procedures and general organizational strategies<br />

have been modified and modernized to align more directly with the changes<br />

recommended within the review. The previous board was disbanded last winter with the<br />

election of six new board members.<br />

In <strong>2012</strong> the board turned its attention to developing the fundamental groundwork<br />

that will serve to inspire and guide the renewal and growth of the <strong>McDowell</strong> <strong>Foundation</strong>.<br />

We are sharpening our own perspective by looking inward through a strategic planning<br />

process, in preparation <strong>for</strong> a rebranding and positioning process. The result will be an<br />

organization that embraces change, strives <strong>for</strong> innovation and more closely meets<br />

the needs of the community that we serve.<br />

Connecting with Saskatchewan teachers and our community is key to our ongoing<br />

success. We are committed to strengthening the connections among research, practice<br />

and making meaning of the results in order to improve outcomes <strong>for</strong> all learners.<br />

Terry Johanson<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 1


Message From the Manager<br />

New Beginnings, New Possibilities ....<br />

At the <strong>McDowell</strong> <strong>Foundation</strong>, we find our passion by facilitating teacher-led research to<br />

enrich learning and build communities in Saskatchewan. We encourage experimentation<br />

with innovative ideas and methodologies related to teaching and learning to achieve<br />

improved outcomes <strong>for</strong> all learners.<br />

This past year has been one of excitement and renewal. Existing publications, services,<br />

conferences and activities are being strategically evaluated to ensure we are maximizing<br />

benefits <strong>for</strong> Saskatchewan teachers, communities and children. New projects have<br />

been planned or started and networks are being developed in preparation <strong>for</strong> future<br />

focus groups and other consultations to ensure teachers and our community are<br />

involved in the renewal process.<br />

We received increased donor support in <strong>2012</strong> and the <strong>Foundation</strong> awarded nine<br />

teacher-led research projects and three development grants totaling close to $85,000.<br />

We are also invigorated by the opportunity we have, through a generous donation from<br />

the Estate of Durward Seafoot, to proceed with the development of a new strategy <strong>for</strong><br />

the dissemination of research results. This project is expected to guide the identification,<br />

selection and testing of distribution channels, methods and communication tools that<br />

are preferred by the majority of teachers and community members.<br />

Support from donors, sponsors, university partners, teacher groups and our many<br />

volunteers are so very appreciated, not only by the <strong>Foundation</strong>, but also by the many<br />

hundreds of Saskatchewan teacher researchers who have received our grants.<br />

We deeply appreciate your continued support.<br />

Lanette Kuchenski<br />

pAge 2 AnnuAl RepoRt <strong>2011</strong>-12


Overview of the Organization<br />

The <strong>McDowell</strong> <strong>Foundation</strong> is an independent charitable organization that was established<br />

by the Saskatchewan Teachers’ Federation in 1991. Its general purpose is to support<br />

research, inquiry and the dissemination of in<strong>for</strong>mation that focuses on teaching and<br />

learning within the publicly funded PreK-12 education system. In all its projects and<br />

activities, the <strong>Foundation</strong> is guided by the voice of practising teachers and works in<br />

consultation with organizational partners. It exists to fund, support, disseminate,<br />

celebrate and promote educational research.<br />

The <strong>McDowell</strong> <strong>Foundation</strong> calls <strong>for</strong> research proposals on an annual basis and selects<br />

research projects <strong>for</strong> funding according to established budgets, policies and criteria. It<br />

has at times facilitated research on current and timely educational topics in partnership<br />

with other educational organizations. On occasion it has worked with donors who<br />

have requested that their charitable contributions be used to promote and support<br />

research in a particular area of educational interest. The <strong>Foundation</strong> may also commission<br />

research in an area of need and share the findings with teachers, researchers and<br />

educational decision makers.<br />

The mandate of the <strong>Foundation</strong> includes providing teachers and others with opportunities<br />

to learn about educational research, encouraging researchers to come together as an<br />

educational research community and helping researchers to share their research with<br />

each other and the general public. Each November the <strong>Foundation</strong> sponsors the<br />

Learning From Practice Exchange of Teacher Knowledge and Research to showcase<br />

recently completed <strong>McDowell</strong> projects.<br />

The results of all research projects funded by the <strong>Foundation</strong> are published and may be<br />

accessed through the <strong>Foundation</strong>’s website at www.mcdowellfoundation.ca. To date the<br />

results of approximately 175 projects are available. These projects provide in<strong>for</strong>mation<br />

on the following various areas of study: the inclusive school and classroom; instructional<br />

strategies; student behaviour, character and management; school and community;<br />

school organization and philosophy; teachers and teaching; and educational technology.<br />

<strong>McDowell</strong> research is funded through donations from individuals and corporations<br />

and is conducted primarily by practising teachers who undertake research projects as<br />

part of their professional practice. The <strong>Foundation</strong> works to communicate with donors,<br />

researchers, educational partners and the public about the work of the <strong>Foundation</strong> and<br />

the opportunities it offers <strong>for</strong> the improvement of education. Key partners in developing<br />

an appreciation of the <strong>Foundation</strong>’s mission to develop teacher-led research have been<br />

local teachers’ associations, superannuate chapters, colleges of education, special<br />

subject councils, educational administrators and the organizational partners involved in<br />

PreK-12 education in Saskatchewan.<br />

The <strong>McDowell</strong> <strong>Foundation</strong> is governed by a Board of Directors appointed by the<br />

provincial Executive of the Saskatchewan Teachers’ Federation. The Board of Directors<br />

oversees the finances, policies and operations of the <strong>Foundation</strong> and is assisted in its role<br />

by an Advisory Committee of representatives from the educational community. The<br />

selection and evaluation of projects funded by the <strong>Foundation</strong> is carried out by a<br />

Project Review Committee appointed by the Board of Directors.<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 3


Boards, Committees and Staff in <strong>2011</strong>-12<br />

BoARD oF DIRectoRS<br />

The <strong>McDowell</strong> <strong>Foundation</strong> renewed the Board of Directors in January <strong>2012</strong>. Acting on<br />

the recommendations from a comprehensive review of the <strong>Foundation</strong>, we said a<br />

heartfelt goodbye and thank you to our previous board members <strong>for</strong> their leadership<br />

and commitment in helping guide the <strong>McDowell</strong> <strong>Foundation</strong>’s comprehensive review<br />

over the past years.<br />

We welcomed six new directors:<br />

• Terry Johanson, Educational Consultant, Instruction, Saskatoon Public Schools<br />

(President)<br />

• Sheena Koops, Teacher, Bert Fox Community High School in Fort Qu’Appelle<br />

(Vice-President)<br />

• Sean Lockwood, Principal, Maymont Central School<br />

• Koreen Geres, Teacher, Walter Murray Collegiate Institute, Saskatoon<br />

• Tenay Diggins, Fundraising/Communications Coordinator, Children’s Wish<br />

<strong>Foundation</strong> Canada, Saskatoon Chapter<br />

• Elaine Broughton, Superannuated Teachers of Saskatchewan<br />

the Board of Directors <strong>for</strong> the <strong>Dr</strong>. <strong>Stirling</strong> <strong>McDowell</strong> <strong>Foundation</strong> <strong>for</strong> Research Into teaching<br />

Pictured are (from left) Lanette Kuchenski, manager, Sheena Koops, Terry Johanson, Koreen Geres,<br />

Elaine Broughton and Tenay Diggins. Missing was Sean Lockwood.<br />

ADvISoRy coMMIttee<br />

Acting on the recommendations from a comprehensive review of the <strong>Foundation</strong>, we<br />

disbanded the <strong>Foundation</strong>’s Advisory Committee. We thank the many individuals who<br />

have provided their guidance and commitment to the <strong>Foundation</strong> over the past years.<br />

pAge 4 AnnuAl RepoRt <strong>2011</strong>-12


pRoject RevIew coMMIttee<br />

• Shirley Humphries, Senior Administrative Staff<br />

• Margaret Pillay, Associate Director,<br />

Saskatchewan Professional Development Unit<br />

• Teacher Representatives:<br />

Leona Burkhart<br />

Ingrid Gabert<br />

Ted Green<br />

Linda Greyeyes<br />

Sonja Susut<br />

Patrick Vigneron<br />

• University Representatives:<br />

<strong>Dr</strong>. Linda Wason-Ellam, College of Education,<br />

University of Saskatchewan<br />

<strong>Dr</strong>. Warren Wessel, Faculty of Education, University of Regina<br />

• Researcher Outside Education:<br />

<strong>Dr</strong>. Terry Wotherspoon, Department of Sociology,<br />

University of Saskatchewan<br />

<strong>McDowell</strong> FounDAtIon oFFIce StAFF<br />

• Lanette Kuchenski, Manager<br />

• Deborah Rodger, Research Consultant<br />

• Brenda Grevna, Project Administrator<br />

• Karen Williams, Administrative Assistant<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 5


The Work of the <strong>McDowell</strong> <strong>Foundation</strong><br />

The <strong>McDowell</strong> <strong>Foundation</strong> supports the involvement of practising teachers as they<br />

engage in research that contributes to knowledge about teaching and learning. The<br />

<strong>Foundation</strong> af<strong>for</strong>ds teachers the opportunity to partake in critical inquiry whereby<br />

insights flourish and trans<strong>for</strong>m the educational landscape. Networks of colleagues<br />

deepen relationships and understandings through experimentation with innovative ideas<br />

and methodologies. The invaluable nature of the <strong>Foundation</strong> is reaffirmed by the<br />

wealth of research that has been created and the far reaching impact of this relevant<br />

body of deep understanding.<br />

Research<br />

Strategic DirectionS:<br />

1. To promote teacher-led research.<br />

2. To build an educational research community.<br />

3. To monitor the impact of teacher-led research.<br />

4. To promote educational leadership through research.<br />

ReSeARch gRAntS<br />

The Board of Directors authorized $85,000 to be spent in <strong>McDowell</strong> <strong>Foundation</strong> grants<br />

to teacher-led research projects initiated in <strong>2012</strong>. A call <strong>for</strong> research proposals was<br />

issued in January <strong>2012</strong> and, in response, the <strong>Foundation</strong> received 12 applications <strong>for</strong><br />

research funding. As shown in Table 1, these applications totalled $150,455 in grants<br />

requested.<br />

Table 1: Research Applications and Awards*<br />

Amount<br />

Available<br />

Number of<br />

Applications<br />

Amount<br />

Requested<br />

Number<br />

of Awards<br />

<strong>2012</strong>-13 <strong>2011</strong>-12 2010-11 2009-10 2008-09 2007-08<br />

Total<br />

1994-<strong>2012</strong><br />

$85,000 $85,000 $70,000 $85,000 $85,000 $85,000 $1,420,000<br />

12 15 30 20 20 12 385<br />

$150,455 $170,611 $457,344 $328,343 $268,832 $97,044 $3,777,132<br />

12 11 9 11 9 11 235<br />

Total Awarded $83,872 $82,793 $69,010 $83,514 $82,530 $67,918 $1,248,031<br />

* Applications include late applications and applications <strong>for</strong> major extensions to projects already in<br />

progress. Awards include project extensions and development grants as well as project grants.<br />

pAge 6 AnnuAl RepoRt <strong>2011</strong>-12


Teacher researchers this year are conducting action research while engaging with a<br />

broad range of timely educational issues. With teaching and learning as the focus,<br />

current grants awarded include the investigation of: social justice through anti-racist and<br />

anti-oppressive education; EAL learners in a variety of contexts; problem-based learning<br />

through outdoor education; wellness in young mothers and their children; and<br />

supporting professional development and teacher growth.<br />

Responsibility <strong>for</strong> selecting research projects <strong>for</strong> funding by the <strong>Foundation</strong> resides with<br />

a Project Review Committee of teachers and researchers. At its meeting on May 5, <strong>2012</strong>,<br />

the committee selected 12 new <strong>McDowell</strong> <strong>Foundation</strong> projects that will begin in<br />

<strong>2012</strong>-13. They are:<br />

new grantS<br />

1. Moving Into the 21st Century With Second Language Learning: iParle français. Tina<br />

Anderson and Dana Sanders. Lloydminster. Grant: $1,813.<br />

2. Effectively Supporting the Professional Development and Growth of Teachers. Jennifer<br />

Dorval and Susan Plant. Meadow Lake. Grant: $10,919.<br />

3. Interconnected Wellness in Young Mothers and Their Children. Nancy Felstrom,<br />

Valerie Mulholland, Shauneen Pete, Elder Norma-Jean Byrd, Cynthia Hock, Denise<br />

Babcock, Tracy Mastel, Sherry Argue, Rhonda Stevenson, Jeff Dumba, Dustin<br />

Brass, Marcy Arsenault, Brandy Andersen, Edie Paquette, Heather Leclair, Shirley<br />

Dobrescu, Ligia Linares, Myriam Strachan, Tanya Reiss, Sabina Shrestha, Denise<br />

Fields, Kori Mihalicz, Lisa Marwick, Karen Rennie, Karen Worme, Sara Fleming, Vicki<br />

Frape and Dannella Ziffle. Regina. Grant: $7,960.<br />

4. "Talking Back": Teacher and Student Subjectivities and Counter-Narratives in Public<br />

Schools. Sheelah McLean. Saskatoon. Grant: $5,840.<br />

5. Inquiry Education: The Opportunity <strong>for</strong> Effective 21st Century Learning in Small School<br />

Saskatchewan. Leanne Thompson, Morgan Wasylyk, Penny Mohr and Alicia Orosz.<br />

Bjorkdale. Grant: $8,936.<br />

6. Teacher Induction and Learning Through a Professional Development School: The St.<br />

Anne Inquiry-Based Learning Community. Michelle Prytula, Darren Fradette, Bonnie<br />

Mihalicz, Cari Anning, Jayla Irvine and Paul McTavish. Saskatoon. Grant: $12,615.<br />

7. Biology 20: Student Engagement and Achievement Using Problem-Based Learning<br />

Through an Outdoor Education Lens. Kris Fortner, Erin Hill, Mark Perry, Sean Brandt<br />

and Kirk Schlosser. Hague and Delisle. Grant: $10,633.<br />

8. Creating a Culturally Responsive Learning Program That Benefits All Learners:<br />

Exploring the Work of Catalyst Leadership Teams in Selected Saskatchewan Schools.<br />

Brandon Needham and Michael Cottrell. Yorkton. Grant: $17,576.15.<br />

9. Supporting Cultural Understanding and Technological Capacity in Teacher Candidates<br />

and EAL Learners. <strong>Dr</strong>. Jay Wilson and Koreen Geres. Saskatoon. Grant: $4,580.<br />

10. Early Childhood Inquiry-Based Learning in a French Immersion Classroom. Marielle<br />

Hamon and Paula Fortier. Saskatoon. Development Grant: $1,000.<br />

11. Student Outcomes of "Let's Lead - Nīkānētān”. Gillian Strange, Audrey Kinzel and Chris<br />

Clark. Saskatoon. Development Grant: $1,000.<br />

12. The Nēhiyāwiwin Cree Language and Cultural Program: Sharing a Common Vision <strong>for</strong><br />

Language Survival at Confederation Park Community School. Norine Tourangeau,<br />

Sheila Kennedy and Linda Young. Saskatoon. Development Grant: $1,000.<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 7


Table 2 shows the geographic distribution of the projects selected <strong>for</strong> funding from the<br />

applications received in <strong>2012</strong>.<br />

Table 2: Distribution of <strong>McDowell</strong> <strong>Foundation</strong> Projects by Geographic Area, 1994-<strong>2012</strong><br />

<strong>2012</strong><br />

# (%)<br />

<strong>2011</strong><br />

# (%)<br />

2010<br />

# (%)<br />

2009<br />

# (%)<br />

2008<br />

# (%)<br />

1994-<strong>2012</strong><br />

# (%)<br />

Saskatoon/Regina<br />

7 (58) 8 (73) 5 (56) 4 (40) 3 (33) 112 (56)<br />

Small Cities 3 (25) 1 (9) 3 (33) 2 (20) 1 (11) 37 (18)<br />

Northern Areas* - - - - 2 (22) 9 (5)<br />

Rural Areas 2 (17) 2 (18) 1 (11) 3 (30) 3 (33) 38 (19)<br />

Mixed - - - 1 (10) - 2 (1)<br />

Outside Saskatchewan - - - - - 1 (1)<br />

TOTAL 12 11 9 10 9 199 (100)<br />

* Northern Areas does not include Prince Albert, which is included in Small Cities.<br />

FAMIly lIteRAcy ReSeARch pARtneRShIp<br />

<strong>Dr</strong>. Linda Wason-Ellam, a University of Saskatchewan researcher, has now completed the<br />

second phase of the research project, What Really Matters in Family Literacy This<br />

research has been conducted on behalf of an inter-organizational panel of family<br />

literacy stakeholders with funding from the Saskatchewan Literacy Office and<br />

administrative assistance from the <strong>McDowell</strong> <strong>Foundation</strong>. The final report will be of<br />

particular interest to a wide range of people involved with family literacy programs<br />

throughout Saskatchewan. It includes valuable in<strong>for</strong>mation about the current status of<br />

family literacy in our province and provides insight into some of the major issues<br />

involved in developing programs to improve family literacy.<br />

For more in<strong>for</strong>mation about the project and downloadable copies of the report, visit the<br />

<strong>McDowell</strong> <strong>Foundation</strong> website at www.mcdowellfoundation.ca.<br />

eDucAtIon AnD SuppoRt FoR ReSeARcheRS<br />

In addition to providing research grants, the <strong>McDowell</strong> <strong>Foundation</strong> supports researchers<br />

as needed in all phases of their research, from developing project proposals to sharing<br />

research results at conferences. Table 3 indicates the <strong>Foundation</strong>’s overall annual<br />

expenditure on research, including these support activities.<br />

pAge 8 AnnuAl RepoRt <strong>2011</strong>-12


Table 3: <strong>McDowell</strong> <strong>Foundation</strong><br />

<strong>Annual</strong> Expenditure on Research<br />

1994-95 $39,411<br />

1995-96 24,974<br />

1996-97 29,850<br />

1997-98 25,605<br />

1998-99 42,849<br />

1999-00 61,200<br />

2000-01 73,303<br />

2001-02 78,884<br />

2002-03 77,728<br />

2003-04 74,530<br />

2004-05 88,093<br />

2005-06 82,106<br />

2006-07 72,032<br />

2007-08 50,310<br />

2008-09 101,680<br />

2009-10 83,858<br />

2010-11 64,912<br />

<strong>2011</strong>-12 79,969<br />

TOTAL $1,151,294<br />

Each spring the <strong>McDowell</strong> <strong>Foundation</strong> offers an orientation session to new researchers<br />

who are receiving a <strong>McDowell</strong> <strong>Foundation</strong> grant <strong>for</strong> the first time. The orientation<br />

helps teachers and other researchers to become aware of the values and purposes of<br />

the <strong>McDowell</strong> <strong>Foundation</strong> and their role in manifesting these values and purposes in the<br />

field. Part of each orientation is devoted to discussing the many ethical issues that may<br />

arise in the course of school-based research and the steps that teacher-researchers can<br />

take to avoid such problems through planning, communications and collaboration. The<br />

orientation also allows new <strong>McDowell</strong> researchers to <strong>for</strong>m an educational research<br />

support network and become familiar with the way that <strong>McDowell</strong> <strong>Foundation</strong> grants are<br />

administered and supported. Fourteen researchers from five new projects attended the<br />

<strong>2012</strong> orientation on June 2.<br />

The payment and reporting schedule <strong>for</strong> most <strong>McDowell</strong> projects includes the<br />

submission of a brief interim report that allows the <strong>Foundation</strong> to identify problems or<br />

changes in the research. For reasons that are sometimes beyond a researcher’s control<br />

(e.g., changes in schools or teaching assignments or events in the school or among the<br />

students), research cannot be completed as planned. The <strong>Foundation</strong> then works<br />

with the researchers to develop a research report that describes the research<br />

experience and encapsulates what was learned from it <strong>for</strong> the in<strong>for</strong>mation of future<br />

researchers. To date, only one <strong>McDowell</strong> <strong>Foundation</strong> project has failed to contribute to<br />

the growing body of teacher research.<br />

It is a basic expectation of every <strong>McDowell</strong> <strong>Foundation</strong> project that the researchers will<br />

submit a final research report that the <strong>Foundation</strong> can make publicly available. Usually<br />

this report is a written document that is published in hard copy and posted on the<br />

<strong>Foundation</strong>’s website. However, since <strong>McDowell</strong> researchers have consistently identified<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 9


the writing of the final report as one of the most difficult and least satisfying parts of their<br />

research experience, the <strong>Foundation</strong> offers report-writing assistance to interested<br />

researchers. On January 28, <strong>2012</strong> eight <strong>McDowell</strong> researchers came together <strong>for</strong> a<br />

report-writing workshop in Saskatoon. The style and <strong>for</strong>mat of final reports, along<br />

with the transition from raw data to a completed research report, were examined.<br />

Participants had the opportunity to share their experiences with one another which<br />

supported the ongoing research process.<br />

As shown in Table 4, most researchers, regardless of their level of research experience,<br />

tend to underestimate the time and energy involved in a research project, while<br />

overestimating the amount of money needed to support the research. <strong>McDowell</strong><br />

researchers currently spend approximately 85 per cent of their research grants,<br />

returning the rest to the <strong>Foundation</strong> to support future research. Some also take several<br />

months more to complete their projects than they originally expected, while a few have<br />

taken up to several years more. Flexibility and realistic expectations continue to be two<br />

elements that the <strong>Foundation</strong> urges researchers to build into their research projects. It<br />

remains a basic principle of the <strong>Foundation</strong> that research should enhance teachers’<br />

professional practice and satisfaction rather than act as a drain on their time and<br />

energy.<br />

Table 4: Duration and Cost of Completed <strong>McDowell</strong> <strong>Foundation</strong> Research Projects*<br />

To 1999<br />

1999-00<br />

2000-01<br />

2001-02<br />

2002-03<br />

2003-04<br />

2004-05<br />

2005-06<br />

2006-07<br />

2007-08<br />

2008-09<br />

2009-10<br />

2010-11<br />

<strong>2011</strong>-12<br />

Completed<br />

Projects<br />

Average<br />

Expected<br />

Duration<br />

(Months)<br />

Average<br />

Actual<br />

Duration**<br />

(Months)<br />

Total $<br />

Granted<br />

Total $<br />

Spent<br />

% Grants<br />

Spent<br />

Average<br />

Cost Per<br />

Project<br />

24 12 16 $91,121 $79,129 87 $3,297<br />

13 12 25 55,112 48,598 88 3,738<br />

15 17 19 100,131 83,164 83 5,544<br />

9 12 25 63,078 47,220 75 5,247<br />

15 13 16 87,082 62,690 72 4,179<br />

12 14 17 58,181 45,980 79 3,832<br />

13 12 20 69,774 51,326 74 3,948<br />

13 17 31 100,966 78,243 77 6,018<br />

12 16 22 54,473 35,075 64 4,539<br />

13 16 22 88,457 61,531 70 4,733<br />

11 22 31 85,736 73,283 85 6,662<br />

5 12 12 72,651 72,144 99 14,429<br />

6 16 18 50,038 39,433 79 6,572<br />

5 12 16 45,972 38,853 85 7,771<br />

* Development projects and project extensions are not included in this table.<br />

** Duration is calculated from the start of the fiscal year in which funding began to the date that a final report<br />

on the project is received.<br />

pAge 10 AnnuAl RepoRt <strong>2011</strong>-12


DISSeMInAtIon oF ReSeARch<br />

PublicationS anD webSite<br />

As <strong>McDowell</strong> projects came to completion in <strong>2011</strong>-12, the <strong>Foundation</strong> edited and<br />

published the following research reports:<br />

1. Using Digital Narratives With Refugee and Immigrant Youth to Promote Literacy,<br />

Healing and Hope. Koreen Geres. Saskatoon. Project #200.<br />

2. Web 2.0 to Go! A Study of Technology Integration to Improve Student Engagement<br />

in Social Studies. Michelle Smart, Dana Hamilton and Devin Aspinall. Estevan.<br />

Project #204.<br />

3. Circles of Inquiry: Creating a Culture of Inquiry to Enhance Early Learning. Marg<br />

Epp, Lynn Lemisko, Patricia Peech, Samantha Mirwald, Heather Baergen, Mary<br />

Loewen, Jacquie Thiessen, Susan Westmacott and Heather Grismer. Saskatoon.<br />

Project #206.<br />

4. Professional Development on Individuals Engaged in Pre-Service Teacher Education<br />

Within a Rural Setting: Phase II. Milissa Gavel, Ann Kipling Brown, Lisa Lenkart and<br />

Norman Yakel. Regina. Project #207.<br />

5. Journeying Toward Student Success <strong>for</strong> Immigrant Students in French Immersion.<br />

Gisèle Jean-Bundgaard and Ronald Sirois. Saskatoon. Project #209.<br />

All <strong>McDowell</strong> <strong>Foundation</strong> reports are posted on the <strong>Foundation</strong>’s website and may be<br />

downloaded as PDF documents.<br />

conferenceS anD PreSentationS<br />

<strong>McDowell</strong> researchers have the opportunity to present their research findings through<br />

conferences, workshops and professional journals and newsletters. This past year, two<br />

researcher teams presented their research findings at conferences.<br />

Barbara McNeil from Regina presented a paper based on her research, Supporting the<br />

Literacy Growth of Transient Elementary School Students (Project #199) at the conference<br />

A Child’s World – Working Together <strong>for</strong> a Better Future in Wales, U.K. The title of her<br />

presentation paper was Collaboration <strong>for</strong> Success: Schools, Universities and Libraries,<br />

Working Together Toward a Better Future <strong>for</strong> Children. Barbara also offered a seminar<br />

based on the <strong>McDowell</strong> research in January <strong>2012</strong> in the Faculty of Education at the<br />

University of Regina.<br />

Colleen Norris and Lois Keller of Saskatoon presented their research, Collaborative and<br />

Co-Teaching Practices and Reflections in a Secondary School Setting (Project #217)<br />

during the Canadian Society <strong>for</strong> the Study of Education Research Mobilization Spotlight<br />

Sessions at Congress <strong>2012</strong> of the Humanities and Social Sciences at the University of<br />

Waterloo. Colleen and Lois prepared a short summary of their research, which is<br />

available on our website along with their full research report.<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 11


<strong>2011</strong>-12 learning from Practice conference<br />

Learning From Practice is the <strong>McDowell</strong> <strong>Foundation</strong>’s annual exchange of teacher<br />

knowledge and research. The conference is organized <strong>for</strong> the <strong>Foundation</strong> by SPDU –<br />

Professional Growth Partnerships and is held in Saskatoon in late November.<br />

The November 24, <strong>2012</strong> exchange began by acknowledgement of Saskatchewan’s<br />

unprecedented population growth, particularly as it relates to newcomers from other<br />

corners of the world. This situation is presenting a whole new set of challenges <strong>for</strong><br />

schools in the province and in her keynote speech, Linda Wason-Ellam shared her views<br />

on the topic of teaching English in multilingual classrooms. She cited the importance of<br />

embracing the social and cultural capital that these new students bring, and making<br />

them feel more com<strong>for</strong>table by not focusing strictly on the instruction of English at the<br />

expense of their own language. She has also found that storyboards, drawings and<br />

rubrics are helpful teaching aids, which can often contribute more than words.<br />

A panel of community groups involved with a family literacy research project presented<br />

their views on literacy and provided many examples of programming available to<br />

English as an additional language (EAL) learners. The conference also offered many other<br />

concurrent presentations, including two groups presenting the results of their research<br />

into learning through inquiry.<br />

pAge 12 AnnuAl RepoRt <strong>2011</strong>-12


RecognItIon FoR eDucAtIonAl ReSeARcheRS<br />

mcDowell founDation awarD<br />

The <strong>McDowell</strong> <strong>Foundation</strong> Award was introduced in<br />

1998 to celebrate the work of individuals who have<br />

made outstanding contributions to educational research.<br />

Awards are presented to both researchers and those<br />

who have made educational research possible through<br />

their financial and organizational support.<br />

In <strong>2011</strong> the <strong>McDowell</strong> <strong>Foundation</strong> Award was presented<br />

at the Learning From Practice conference to Gwen<br />

Dueck, Executive Director of the Saskatchewan<br />

Teachers’ Federation. Gwen received the award <strong>for</strong><br />

her many years of involvement, leadership and<br />

commitment to building and sustaining the <strong>Dr</strong>. <strong>Stirling</strong><br />

<strong>McDowell</strong> <strong>Foundation</strong> <strong>for</strong> Research Into Teaching.<br />

Terry Johanson, President of the<br />

<strong>McDowell</strong> <strong>Foundation</strong> Board of<br />

Directors, presenting Gwen<br />

Dueck with <strong>McDowell</strong> Award.<br />

A researcher herself, Gwen has co-written a number of research reports and presentation<br />

proposals on the experiences of beginning teachers. She is a three-time recipient of the<br />

Education Leadership Award from the University of British Columbia (2004, 2005,<br />

2006), as well as the recipient of the Administrative Leadership Award (1997) from the<br />

Saskatchewan Council of Educational Administration.<br />

Throughout her almost 20-year involvement with the <strong>McDowell</strong> <strong>Foundation</strong>, Gwen<br />

has always looked <strong>for</strong> ways to “advance the vision of those who were inspired to<br />

create the <strong>Foundation</strong> originally.” Gwen was a board member of the <strong>McDowell</strong><br />

<strong>Foundation</strong> from 1999 to 2004 and President of the <strong>Foundation</strong> from 2008 to <strong>2011</strong>. We<br />

appreciate Gwen’s respect of the history and the intent of the organization and <strong>for</strong><br />

seeking to make changes that will develop a strong foundation <strong>for</strong> the continued<br />

success of the <strong>McDowell</strong> <strong>Foundation</strong>.<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 13


Fundraising<br />

Strategic DirectionS:<br />

1. To develop and implement fundraising programs and activities.<br />

2. To provide donor recognition and reports to donors.<br />

Although the <strong>Foundation</strong> did not engage in fundraising activities in <strong>2011</strong>-12, it continued<br />

to receive and recognize donations to the endowment fund that supports its research<br />

program. This ongoing support from a wide range of individuals and organizations<br />

committed to the <strong>McDowell</strong> <strong>Foundation</strong> has provided a solid foundation <strong>for</strong> its work.<br />

Table 5: Donations to the <strong>McDowell</strong> <strong>Foundation</strong>:<br />

1990-91 to <strong>2011</strong>-12<br />

1990-91 $202,111<br />

1991-92 28,130<br />

1992-93 231,422<br />

1993-94 175,019<br />

1994-95 127,426<br />

1995-96 129,829<br />

1996-97 92,737<br />

1997-98 77,272<br />

1998-99 79,707<br />

1999-2000 80,572<br />

2000-01 95,043<br />

2001-02 106,986<br />

2002-03 66,176<br />

2003-04 82,532<br />

2004-05 80,643<br />

2005-06 55,376<br />

2006-07 63,157<br />

2007-08 72,912<br />

2008-09 34,834<br />

2009-10 25,110<br />

2010-11 50,203<br />

<strong>2011</strong>-12 119,695<br />

TOTAL $2,076,892<br />

pAge 14 AnnuAl RepoRt <strong>2011</strong>-12


DonAtIonS to the FounDAtIon<br />

Donations to the <strong>McDowell</strong> <strong>Foundation</strong> may be made through bequests, payroll<br />

deductions <strong>for</strong> teachers and STF employees, donations of honoraria <strong>for</strong> corporate<br />

and organizational services, donations of payments <strong>for</strong> tutoring students, memorial gifts,<br />

gifts to honour special occasions or particular individuals, or donations of the proceeds<br />

from events held by teachers or superannuates. Table 6 indicates the amount of<br />

money received this year from the major types of donation. It shows that most of the<br />

<strong>Foundation</strong>’s revenue from donations appears to come from unsolicited gifts, but<br />

there is a significant number of people, mostly from Saskatoon, donating to the<br />

<strong>McDowell</strong> <strong>Foundation</strong> through payroll deduction, and it is becoming a more common<br />

practice to make memorial donations to the <strong>Foundation</strong> to honour deceased teachers.<br />

Table 6: Donations to the <strong>McDowell</strong> <strong>Foundation</strong> by Type in <strong>2011</strong>-12<br />

Type of Donation<br />

Total Gifts<br />

Number of Donors*<br />

Bequests<br />

Donations of Proceeds From Fundraising Activities<br />

Donations of Honoraria or Fees<br />

Memorial Donations<br />

Donations in Honour of…<br />

Payroll Deductions/Pre-authorized Payments<br />

Unsolicited<br />

$100,419 1<br />

450 1<br />

1,050 5<br />

905 5<br />

853 6<br />

7,648 98<br />

8,370 21<br />

* Donors may be included in multiple categories.<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 15


Table 7 breaks down the donations that the <strong>Foundation</strong> received over the past year into<br />

broad donor categories. Records show that 134 donors contributed financially to the<br />

<strong>Foundation</strong>, with the greatest contribution coming from a very substantial bequest.<br />

Table 7: Donors to the <strong>McDowell</strong> <strong>Foundation</strong> in <strong>2011</strong>-12 by Group<br />

Donor Group Total Gifts Number of Donors<br />

Organizatons*<br />

Corporations/Businesses $600 2<br />

Teacher Organizations<br />

(includes the STF, locals, STS and superannuate chapters) 9,188 20<br />

Educational Partners<br />

(includes other educational organizations) 190 2<br />

Other (includes charities and foundations) 101,039 4<br />

Total $111,017 28<br />

Individuals<br />

Educational Partners (includes STF employees) $1,197 6<br />

Superannuates 1,840 13<br />

Teachers 5,641 87<br />

Total $8,678 106<br />

TOTAL $119,695 134<br />

* This category includes honoraria or fees <strong>for</strong> services that individuals have asked to be donated directly<br />

to the <strong>Foundation</strong> by the business or organization involved.<br />

DonoR RecognItIon<br />

The work of the <strong>McDowell</strong> <strong>Foundation</strong> has been made possible by the generosity of<br />

many people who understand the value of educational research to the improvement of<br />

teaching and learning in our schools. The names of all organizations and individuals who<br />

contributed financially to the <strong>Foundation</strong> in <strong>2011</strong>-12 are listed at the end of this report.<br />

For a more complete picture of donations to the <strong>Foundation</strong>, please refer to our<br />

website. A comprehensive list of donors is now permanently displayed there in broad<br />

categories according to amount given. Special recognition is given to the foundational<br />

donors who provided substantial gifts to support the <strong>Foundation</strong> in its early years: the<br />

Saskatchewan Teachers’ Federation, Greystone Managed Investments, McDougall<br />

Gauley, TCU Financial Group and the Government of Saskatchewan.<br />

In addition, the <strong>McDowell</strong> <strong>Foundation</strong> provides certificates of appreciation to local<br />

teachers’ associations and chapters of the Superannuated Teachers of Saskatchewan<br />

who donate to the <strong>Foundation</strong> each year. In <strong>2011</strong>-12 certificates went to the Fraser Valley,<br />

Last Mountain, Mainline, Moose Jaw, Nipawin, Prince Albert, Regina, Tisdale and<br />

Wadena chapters as well as the provincial organization of the STS.<br />

pAge 16 AnnuAl RepoRt <strong>2011</strong>-12


As part of the STF Presidents’ Day in September <strong>2011</strong>, certificates were presented to the<br />

following teachers’ associations: Christ the Teacher, Good Spirit, Horizon, Lloydminster,<br />

Prairie South, Prairie Spirit and Tri-West, who together contributed a total of $3,790 to<br />

the <strong>McDowell</strong> <strong>Foundation</strong> in the previous year. The Prairie Spirit Teachers’ Association<br />

received additional recognition as the local that donated the largest amount per<br />

member.<br />

Organizational Communications<br />

Strategic DirectionS:<br />

1. To increase awareness of the <strong>Foundation</strong> and <strong>McDowell</strong> research.<br />

2. To enhance relationships with educational and community partners.<br />

3. To increase the status of teacher research.<br />

The <strong>Foundation</strong> continued to communicate with donors, researchers and the public<br />

primarily through its website.<br />

Governance and Administration<br />

Strategic DirectionS:<br />

1. To build an endowment fund through the investment of donated money.<br />

2. To put in place adequate staffing, facilities, equipment and supplies to support the<br />

operations of the <strong>Foundation</strong>.<br />

3. To develop, maintain and improve effective governance and administrative processes.<br />

InveStMentS<br />

The <strong>McDowell</strong> <strong>Foundation</strong> fund is overseen by the Saskatchewan Teachers’ Federation<br />

and managed by Greystone Capital Management. The goal of the <strong>Foundation</strong> is to<br />

establish an endowment fund that is large enough to support ongoing substantive<br />

research as well as cover the costs of governing and operating the <strong>McDowell</strong> <strong>Foundation</strong>.<br />

All research funded and supported by the <strong>McDowell</strong> <strong>Foundation</strong> is currently paid <strong>for</strong><br />

through donations and the money accumulated in the <strong>McDowell</strong> <strong>Foundation</strong> fund.<br />

StAFFIng, FAcIlItIeS AnD equIpMent<br />

The Saskatchewan Teachers’ Federation oversees the staffing needs of the <strong>McDowell</strong><br />

<strong>Foundation</strong> and makes equipment and office space available to the <strong>Foundation</strong> in the STF<br />

Building in Saskatoon. The <strong>McDowell</strong> <strong>Foundation</strong> reimburses the STF <strong>for</strong> all direct<br />

expenses involved in operating the <strong>Foundation</strong> and pays an annual administrative fee to<br />

reimburse the STF <strong>for</strong> indirect costs such as building maintenance. Staff and consultants<br />

working <strong>for</strong> the <strong>Foundation</strong> are hired and paid <strong>for</strong> by the <strong>Foundation</strong>; however, the<br />

<strong>Foundation</strong> receives an interfund transfer from the STF that covers the major costs<br />

involved in assigning STF staff members to work <strong>for</strong> the <strong>Foundation</strong>. This support from<br />

the STF has been instrumental in allowing the <strong>McDowell</strong> <strong>Foundation</strong> fund to grow<br />

towards its financial goals of sustainable, substantive research and organizational<br />

independence.<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 17


Lanette Kuchenski was hired as manager in fall <strong>2011</strong>. She is a Certified Managerial<br />

Accountant with over 10 years’ experience in managing non-profit and charitable<br />

foundations. Currently on contract as the research coordinator is Deborah Rodger. She<br />

is a superannuated teacher from Prairie Spirit School Division who is also a sessional<br />

lecturer at the University of Saskatchewan in assessment and evaluation. Brenda<br />

Grevna continues to be the <strong>Foundation</strong> administrator along with Karen Williams as<br />

administrative assistant.<br />

pAge 18 AnnuAl RepoRt <strong>2011</strong>-12


Financial Statements<br />

Deloitte & Touche LLP<br />

122 1st Ave. S.<br />

Suite 400, PCS Tower<br />

Saskatoon SK S7K 7E5<br />

Canada<br />

Tel: 306-343-4400<br />

Fax: 306-343-4480<br />

www.deloitte.ca<br />

Independent Auditor’s <strong>Report</strong><br />

To the Provincial Executive of<br />

Saskatchewan Teachers’ Federation<br />

We have audited the accompanying financial statements of <strong>Dr</strong>. <strong>Stirling</strong> <strong>McDowell</strong> <strong>Foundation</strong> <strong>for</strong><br />

Research Into Teaching Inc., which comprise the statement of financial position as at June 30, <strong>2012</strong>, and<br />

the statements of operations and changes in net assets and cash flows <strong>for</strong> the year then ended, and a<br />

summary of significant accounting policies and other explanatory in<strong>for</strong>mation.<br />

Management's Responsibility <strong>for</strong> the Financial Statements<br />

Management is responsible <strong>for</strong> the preparation and fair presentation of these financial statements in<br />

accordance with Canadian generally accepted accounting principles, and <strong>for</strong> such internal control as<br />

management determines is necessary to enable the preparation of financial statements that are free from<br />

material misstatement, whether due to fraud or error.<br />

Auditor’s Responsibility<br />

Our responsibility is to express an opinion on these financial statements based on our audit. We<br />

conducted our audit in accordance with Canadian generally accepted auditing standards. Those standards<br />

require that we comply with ethical requirements and plan and per<strong>for</strong>m the audit to obtain reasonable<br />

assurance about whether the financial statements are free from material misstatement.<br />

An audit involves per<strong>for</strong>ming procedures to obtain audit evidence about the amounts and disclosures in<br />

the financial statements. The procedures selected depend on the auditor's judgment, including the<br />

assessment of the risks of material misstatement of the financial statements, whether due to fraud or error.<br />

In making those risk assessments, the auditor considers internal control relevant to the entity's preparation<br />

and fair presentation of the financial statements in order to design audit procedures that are appropriate in<br />

the circumstances, but not <strong>for</strong> the purpose of expressing an opinion on the effectiveness of the entity's<br />

internal control. An audit also includes evaluating the appropriateness of accounting policies used and the<br />

reasonableness of accounting estimates made by management, as well as evaluating the overall<br />

presentation of the financial statements.<br />

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis <strong>for</strong><br />

our qualified audit opinion.<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 19


Basis <strong>for</strong> Qualified Opinion<br />

In common with many charitable organizations, <strong>Dr</strong>. <strong>Stirling</strong> <strong>McDowell</strong> <strong>Foundation</strong> <strong>for</strong> Research Into<br />

Teaching Inc. derives revenue from donations, the completeness of which is not susceptible to<br />

satisfactory audit verification. Accordingly, our verification of these revenues was limited to the amounts<br />

recorded in the records of <strong>Dr</strong>. <strong>Stirling</strong> <strong>McDowell</strong> <strong>Foundation</strong> <strong>for</strong> Research Into Teaching Inc. and we<br />

were not able to determine whether any adjustments might be necessary to donations revenue, net<br />

(expenses) revenues, assets and net assets.<br />

Qualified Opinion<br />

In our opinion, except <strong>for</strong> the possible effects of the matter described in the Basis <strong>for</strong> Qualified Opinion<br />

paragraph, the financial statements present fairly, in all material respects, the financial position of<br />

<strong>Dr</strong>. <strong>Stirling</strong> <strong>McDowell</strong> <strong>Foundation</strong> <strong>for</strong> Research Into Teaching Inc. as at June 30, <strong>2012</strong>, and the results of<br />

its operations and its cash flows <strong>for</strong> the year then ended in accordance with Canadian generally accepted<br />

accounting principles.<br />

Chartered Accountants<br />

September 28, <strong>2012</strong><br />

Saskatoon, Saskatchewan<br />

pAge 20 AnnuAl RepoRt <strong>2011</strong>-12


APPROVED ON BEHALF OF THE PROVINCIAL EXECUTIVE<br />

AND BOARD OF DIRECTORS<br />

“Colin Keess, Provincial Executive President”<br />

“Terry Johanson, Chairperson of Board”<br />

“Elaine Broughton, Board of Director”<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 21


DR. STIRLING MCDOWELL FOUNDATION<br />

FOR RESEARCH INTO TEACHING INC.<br />

STATEMENT OF OPERATIONS AND CHANGES IN NET ASSETS<br />

year ended June 30, <strong>2012</strong><br />

OPERATING RESTRICTED<br />

FUND FUND <strong>2012</strong> <strong>2011</strong><br />

REVENUES<br />

Donations (Notes 6 and 9) $ 107,935 $ 11,760 $ 119,695 $ 50,203<br />

Investment income (Note 4) 90,803 - 90,803 105,920<br />

Literacy research grant 3,530 - 3,530 -<br />

Saskatchewan Teachers’ Federation grant (Note 9) 79,600 - 79,600 74,400<br />

281,868 11,760 293,628 230,523<br />

EXPENSES<br />

Administrative (Note 9) 168,787 - 168,787 141,647<br />

Fundraising campaign 858 - 858 2,467<br />

Governance 3,404 - 3,404 915<br />

Research grants 79,969 - 79,969 64,912<br />

Literacy research grant 3,530 - 3,530 -<br />

256,548 - 256,548 209,941<br />

25,320 11,760 37,080 20,582<br />

UNREALIZED CHANGES IN MARKET<br />

VALUE OF INVESTMENT FUNDS (127,355) - (127,355) 120,576<br />

NET (EXPENSES) REVENUES (102,035) 11,760 (90,275) 141,158<br />

NET ASSETS, BEGINNING OF YEAR 1,806,294 318,500 2,124,794 1,983,636<br />

INTERFUND TRANSFERS 66,659 (66,659) - -<br />

NET ASSETS, END OF YEAR $ 1,770,918 $ 263,601 $ 2,034,519 $ 2,124,794<br />

1<br />

pAge 22 AnnuAl RepoRt <strong>2011</strong>-12


DR. STIRLING MCDOWELL FOUNDATION<br />

FOR RESEARCH INTO TEACHING INC.<br />

STATEMENT OF CASH FLOWS<br />

year ended June 30, <strong>2012</strong><br />

OPERATING RESTRICTED<br />

FUND FUND <strong>2012</strong> <strong>2011</strong><br />

CASH FLOWS FROM (USED IN)<br />

OPERATING ACTIVITIES<br />

Net (expenses) revenues $ (102,035) $ $ 11,760 $ (90,275) $ 141,158<br />

Interfund transfers 66,659 (66,659) - -<br />

Adjustments <strong>for</strong><br />

Amortization 431 - 431 -<br />

Realized gain on sale of investment funds (20,081) - (20,081) (24,983)<br />

Unrealized changes in market value of<br />

investment funds 127,355 - 127,355 (120,576)<br />

72,329 (54,899) 17,430 (4,401)<br />

Changes in non-cash working capital<br />

Accounts receivable (9,942) - (9,942) 41<br />

Due to (from) Saskatchewan Teachers’ Federation (3,727) - (3,727) 23,349<br />

Due to Restricted Fund (54,899) - (54,899) (39,300)<br />

Due to (from) Saskatchewan Teachers’<br />

Retirement Plan (2,815) - (2,815) -<br />

Due from Operating Fund - 54,899 54,899 39,300<br />

Accounts payable (4,197) - (4,197) 1,910<br />

Deferred revenue 6,596 - 6,596 -<br />

3,345 - 3,345 20,899<br />

CASH FLOWS FROM (USED IN)<br />

INVESTING ACTIVITIES<br />

Additions to capital assets (2,964) - (2,964) -<br />

Investment fund purchases (268,247) - (268,247) (387,906)<br />

Investment fund disposals 368,831 - 368,831 347,000<br />

97,620 - 97,620 (40,906)<br />

NET INCREASE (DECREASE) IN CASH 100,965 - 100,965 (20,007)<br />

CASH POSITION, BEGINNING OF YEAR 25,726 - 25,726 45,733<br />

CASH POSITION, END OF YEAR $ 126,691 $ - $ 126,691 $ 25,726<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 23


DR. STIRLING MCDOWELL FOUNDATION FOR RESEARCH INTO TEACHING INC.<br />

NOTES TO THE FINANCIAL STATEMENTS<br />

year ended June 30, <strong>2012</strong><br />

1. DESCRIPTION OF OPERATIONS<br />

<strong>Dr</strong>. <strong>Stirling</strong> <strong>McDowell</strong> <strong>Foundation</strong> <strong>for</strong> Research Into Teaching Inc. (the “<strong>Foundation</strong>”)<br />

is incorporated under The Non-profit Corporations Act, 1995 of Saskatchewan and is<br />

registered as a charity with Canada Revenue Agency.<br />

The <strong>Foundation</strong> is established to support research and dissemination to the public of<br />

in<strong>for</strong>mation focusing on instruction (both teaching and learning) in the context of the<br />

public elementary and secondary education system.<br />

As per The Teachers’ Federation Act, 2006, the Saskatchewan Teachers’ Federation is<br />

the trustee <strong>for</strong> the assets of the <strong>Foundation</strong>. The Saskatchewan Teachers’ Federation<br />

provincial Executive appoints an administrative board and has delegated the<br />

management of the <strong>Foundation</strong> to the Board of Directors.<br />

2. FUTURE ACCOUNTING POLICY CHANGE<br />

Not-<strong>for</strong>-Profit Organizations<br />

The Accounting Standards Board (“AcSB”) has finalized and issued Part III of the<br />

Canadian Institute of Chartered Accountants (“CICA”) Handbook as accounting<br />

standards <strong>for</strong> not-<strong>for</strong>-profit organizations in the private sector. These standards are<br />

effective <strong>for</strong> fiscal years beginning on or after January 1, <strong>2012</strong>. Not-<strong>for</strong>-profit<br />

organizations will be required to apply either Part I of the CICA Handbook which<br />

consist of International Financial <strong>Report</strong>ing Standards (“IFRS”) or Part III of the CICA<br />

Handbook. The <strong>Foundation</strong> has chosen to apply Part III of the CICA Handbook and<br />

does not anticipate that these standards will have a significant impact on the financial<br />

statements in future periods.<br />

3. SIGNIFICANT ACCOUNTING POLICIES<br />

The financial statements of the <strong>Foundation</strong> have been prepared in accordance with<br />

Canadian generally accepted accounting principles (“GAAP”) and reflect the following<br />

significant policies:<br />

pAge 24 AnnuAl RepoRt <strong>2011</strong>-12


DR. STIRLING MCDOWELL FOUNDATION FOR RESEARCH INTO TEACHING INC.<br />

NOTES TO THE FINANCIAL STATEMENTS<br />

year ended June 30, <strong>2012</strong><br />

3. SIGNIFICANT ACCOUNTING POLICIES (continued)<br />

Use of Estimates<br />

The preparation of the financial statements in con<strong>for</strong>mity with GAAP requires<br />

management to make estimates and assumptions that affect reported amounts of assets<br />

and liabilities, revenue and expenses and in the disclosure of commitments and<br />

contingencies. An example of such estimation is the useful lives of capital assets.<br />

Changes in estimates and assumptions will occur based on the passage of time and the<br />

occurrence of certain future events. The changes will be reported in earnings in the<br />

period in which they become known.<br />

Capital Assets<br />

Capital assets are recorded at cost. Furniture and computer hardware are amortized on a<br />

straight-line basis over their estimated useful lives.<br />

Impairment of Long-Lived Assets<br />

Long-lived assets are tested <strong>for</strong> impairment whenever events or changes in<br />

circumstances indicate that their carrying value may not be recoverable. An impairment<br />

loss is recognized when their carrying value exceeds the total undiscounted cash flows<br />

expected from their use and eventual disposition. The amount of the impairment loss is<br />

determined as the excess of the carrying value of the asset over its fair value.<br />

Investment Funds<br />

Investment funds are recorded at market value.<br />

Fund Accounting<br />

The <strong>Foundation</strong> follows the restricted method of accounting <strong>for</strong> donations.<br />

The Operating Fund accounts <strong>for</strong> the <strong>Foundation</strong>’s programs and administrative<br />

activities.<br />

The Restricted Fund reports only restricted resources that must be held by the<br />

<strong>Foundation</strong> <strong>for</strong> 10 years prior to their use.<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 25


DR. STIRLING MCDOWELL FOUNDATION FOR RESEARCH INTO TEACHING INC.<br />

NOTES TO THE FINANCIAL STATEMENTS<br />

year ended June 30, <strong>2012</strong><br />

3. SIGNIFICANT ACCOUNTING POLICIES (continued)<br />

Revenue Recognition<br />

Donations are recorded in the year they are received.<br />

Interest on pooled short-term investments and deposits is recognized as revenue as it is<br />

earned. Dividend income from pooled bonds and debentures and equities is recognized<br />

as revenue when received. Gains and losses that arise from changes in market values<br />

are recognized in income in the period that the gains and losses occurred.<br />

Deferred Revenue<br />

Deferred revenue represents funds received in the current year that relate to the next<br />

fiscal year.<br />

Financial Instruments<br />

The <strong>Foundation</strong> has elected to apply CICA Section 3861, Financial<br />

Instruments – Disclosure and Presentation in place of Section 3862, Financial<br />

Instruments – Disclosures and Section 3863, Financial Instruments – Presentation.<br />

CICA Section 3855, Financial Instruments – Recognition and Measurement and<br />

Section 3861 Financial Instruments – Disclosure and Presentation provide guidance<br />

<strong>for</strong> the recognition, measurement, presentation and disclosure of financial assets,<br />

financial liabilities, non-financial derivatives, as well as gains and losses. These<br />

standards require that all financial assets and financial liabilities be classified as heldto-maturity,<br />

held-<strong>for</strong>-trading, available-<strong>for</strong>-sale, loans and receivables, or other<br />

financial liabilities. In addition, the standards require all financial assets and liabilities,<br />

including all derivatives, be measured at fair value with the exception of loans and<br />

receivables, held-to-maturity investments and other financial liabilities.<br />

Fair values are based on quoted market prices, specifically the latest bid price, where<br />

available from active markets, otherwise fair values are estimated using a variety of<br />

valuation techniques and models. Financial assets purchased and sold, where the<br />

contract requires the asset to be delivered within an established time frame, are<br />

recognized on a trade-date basis. Transaction costs are expensed as incurred <strong>for</strong> all<br />

financial instruments. After initial recognition, financial instruments are measured at<br />

fair value, amortized cost or cost, depending on the classification of the financial<br />

instrument.<br />

pAge 26 AnnuAl RepoRt <strong>2011</strong>-12


DR. STIRLING MCDOWELL FOUNDATION FOR RESEARCH INTO TEACHING INC.<br />

NOTES TO THE FINANCIAL STATEMENTS<br />

year ended June 30, <strong>2012</strong><br />

3. SIGNIFICANT ACCOUNTING POLICIES (continued)<br />

Financial Instruments (continued)<br />

Embedded derivatives (elements of contracts whose cash flows move independently<br />

from the host contract) are required to be separated and measured at fair values if<br />

certain criteria are met. Management reviewed all active contracts <strong>for</strong> embedded<br />

derivatives, and determined there are no non-financial derivatives or significant<br />

embedded derivatives in contracts that require separate accounting and disclosure.<br />

4. INVESTMENT FUNDS<br />

<strong>2012</strong> <strong>2011</strong><br />

Pooled Investment Funds<br />

Fixed income $ 1,010,744 $ 1,134,854<br />

Canadian equities 800,107 923,605<br />

Short-term 125,252 85,502<br />

1,936,103 2,143,961<br />

Other 15 15<br />

$ 1,936,118 $ 2,143,976<br />

The <strong>Foundation</strong>’s investment income is as follows:<br />

<strong>2012</strong> <strong>2011</strong><br />

Interest $ 1,487 $ 1,046<br />

Other income 1,286 -<br />

Dividends 67,949 79,891<br />

Gain on sale of investment funds 20,081 24,983<br />

$ 90,803 $ 105,920<br />

5. CAPITAL ASSETS<br />

Accumulated Net Book<br />

Rates Cost Amortization Value<br />

Furniture 15 yrs. 2,361 (157) 2,204<br />

Computer hardware 3 yrs. 986 (657) 329<br />

<strong>2012</strong> Totals $ 3,347 $ (814) $ 2,533<br />

<strong>2011</strong> Totals $ - $ - $ -<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 27


DR. STIRLING MCDOWELL FOUNDATION FOR RESEARCH INTO TEACHING INC.<br />

NOTES TO THE FINANCIAL STATEMENTS<br />

year ended June 30, <strong>2012</strong><br />

6. EXTERNALLY RESTRICTED NET ASSETS<br />

In some instances, the donor has specified the gift to the <strong>Foundation</strong> be held <strong>for</strong> 10<br />

years. The aggregate amount of donations received under these directions will be<br />

available <strong>for</strong> use in general operations as follows:<br />

June 30, 2013 $ 49,500<br />

June 30, 2014 61,400<br />

June 30, 2015 20,900<br />

June 30, 2016 22,500<br />

June 30, 2017 33,700<br />

June 30, 2018 14,100<br />

June 30, 2019 13,900<br />

June 30, 2020 17,300<br />

June 30, 2021 18,400<br />

June 30, 2022 11,901<br />

$ 263,601<br />

7. GRANT COMMITMENTS<br />

The aggregate maximum grant payments under the terms of the research awards are<br />

as follows:<br />

2013 $ 6,322<br />

2014 8,080<br />

In some instances the payments to the grant recipients will be less than the amounts<br />

stated in the research awards, and as a result, the above amounts may decrease.<br />

pAge 28 AnnuAl RepoRt <strong>2011</strong>-12


DR. STIRLING MCDOWELL FOUNDATION FOR RESEARCH INTO TEACHING INC.<br />

NOTES TO THE FINANCIAL STATEMENTS<br />

year ended June 30, <strong>2012</strong><br />

8. FINANCIAL INSTRUMENTS<br />

Financial Assets and Financial Liabilities<br />

The <strong>Foundation</strong> classifies its financial assets into the following categories:<br />

held-<strong>for</strong>-trading and loans and receivables. The <strong>Foundation</strong> classifies its financial<br />

liabilities as other financial liabilities. The <strong>Foundation</strong> has designated all cash and<br />

investment funds as held-<strong>for</strong>-trading, which are measured at fair value. Changes in fair<br />

value, including realized and unrealized gains and losses, are recorded in net (expenses)<br />

revenues. Accounts receivable, due from Saskatchewan Teachers’ Federation and due<br />

from Saskatchewan Teachers’ Retirement Plan have been designated as loans and<br />

receivables, which are measured at amortized cost. The <strong>Foundation</strong> has designated all<br />

amounts due to Saskatchewan Teachers’ Federation and accounts payable as other<br />

financial liabilities, which are measured at amortized cost. For all financial instruments<br />

carried at amortized cost, the cost approximates fair value due to short-term maturities.<br />

Interest Rate Risk<br />

Interest rate risk refers to the adverse consequences of interest rate changes on the<br />

<strong>Foundation</strong>’s cash flows. This risk arises from differences in the timing and amount of<br />

cash flows related to the <strong>Foundation</strong>’s assets and liabilities.<br />

To manage the interest rate risk, the <strong>Foundation</strong> has adopted an approach whereby<br />

investments are strategically distributed, on a long-term basis, among several classes of<br />

assets to reduce exposure to investment volatility.<br />

Credit Risk<br />

Credit risk is the risk that the interest and/or principal, of a fixed income investment,<br />

will be defaulted upon and a loss incurred.<br />

The <strong>Foundation</strong> limits credit risk by dealing with investees that are considered to be of<br />

high quality.<br />

Credit risk concentration exists where a significant portion of the portfolio is invested<br />

in securities which have similar characteristics or obey similar variations relating to<br />

economic or political conditions.<br />

This risk is managed by strategically diversifying investments, on a long-term basis,<br />

among several classes of assets.<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 29


DR. STIRLING MCDOWELL FOUNDATION FOR RESEARCH INTO TEACHING INC.<br />

NOTES TO THE FINANCIAL STATEMENTS<br />

year ended June 30, <strong>2012</strong><br />

8. FINANCIAL INSTRUMENTS (continued)<br />

Fair Value<br />

For certain of the <strong>Foundation</strong>’s financial instruments, including cash, accounts<br />

receivable, due from (to) Saskatchewan Teachers’ Federation, due from Saskatchewan<br />

Teachers’ Retirement Plan and accounts payable, the carrying values approximate fair<br />

value due to the immediate or short-term maturity of these items. Investment funds are<br />

recorded at fair value as a result of their held-<strong>for</strong>-trading classification.<br />

9. RELATED PARTY TRANSACTIONS<br />

The Saskatchewan Teachers’ Federation is the sole member of the <strong>Foundation</strong> and<br />

elects individuals to serve as directors of the <strong>Foundation</strong>. The Saskatchewan Teachers’<br />

Federation provides administrative support to the <strong>Foundation</strong>.<br />

Revenues<br />

The <strong>Foundation</strong> has received a total of $80,000 (<strong>2011</strong> – $74,800) in funds from<br />

Saskatchewan Teachers’ Federation <strong>for</strong> the year. $79,600 (<strong>2011</strong> – $74,400) of this is<br />

related to an annual grant and $400 (<strong>2011</strong> – $400) is received as donations made on<br />

behalf of members who passed away in the year.<br />

Administration<br />

During the year, the <strong>Foundation</strong> incurred the following administration costs and other<br />

charges from the Saskatchewan Teachers’ Federation:<br />

<strong>2012</strong> <strong>2011</strong><br />

Administration fees $ 14,000 $ 15,600<br />

Other charges 9,108 8,204<br />

$ 23,108 $ 23,804<br />

pAge 30 AnnuAl RepoRt <strong>2011</strong>-12


DR. STIRLING MCDOWELL FOUNDATION FOR RESEARCH INTO TEACHING INC.<br />

NOTES TO THE FINANCIAL STATEMENTS<br />

year ended June 30, <strong>2012</strong><br />

9. RELATED PARTY TRANSACTIONS (continued)<br />

During the year, the <strong>Foundation</strong> incurred the following direct service costs, which are<br />

included in administrative expenses on the statement of operations and changes in net<br />

assets:<br />

<strong>2012</strong> <strong>2011</strong><br />

Saskatchewan Teachers’ Federation<br />

Direct Costs $ 31,500 $ 2,680<br />

Saskatchewan Teachers’ Retirement Plan<br />

Direct Cost Service Expense 1,200 -<br />

$ 32,700 $ 2,680<br />

At the end of the year, the amount due from (to) Saskatchewan Teachers’ Federation is<br />

$145 (<strong>2011</strong> – ($3,582)) and the amount due from Saskatchewan Teachers’ Retirement<br />

Plan is $2,815 (<strong>2011</strong> – $nil).<br />

10. CAPITAL MANAGEMENT<br />

The <strong>Foundation</strong>’s objectives when managing capital are to maintain sufficient net<br />

assets to achieve the purpose of the <strong>Foundation</strong> and to ensure compliance with external<br />

and internal restrictions placed on the net assets.<br />

In the management of capital, the <strong>Foundation</strong> includes net assets in the definition of<br />

capital. As of June 30, <strong>2012</strong>, the <strong>Foundation</strong> has $2,034,519 (<strong>2011</strong> – $2,124,794) in<br />

capital.<br />

Capital management objectives, policies and procedures are unchanged since the<br />

preceding year.<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 31


Donors to the <strong>McDowell</strong> <strong>Foundation</strong><br />

in <strong>2011</strong>-12<br />

up to $499<br />

Adam, Shirley<br />

Allen, Steven<br />

Anderson, Iva<br />

Archibald, Kim<br />

Augustyn, Gary<br />

Avery, Duncan<br />

Baldo, Lis<br />

Barker, Wendy<br />

Barsi, Diane<br />

Beatty, Pamela<br />

Bekolay, Maria<br />

Bennee Family <strong>Foundation</strong><br />

Inc.<br />

Best, Debra<br />

Bidaux, Barbara<br />

Boychuk, Tammy<br />

Brander, Anne<br />

Burkell, Nancy<br />

Butler, Judy<br />

Campbell, Karen<br />

Capes, Trudy<br />

Christ the Teacher<br />

Teachers’ Association<br />

Ciona, Gail<br />

Clark, Teresa<br />

Colleaux, Marc<br />

Craig, Wendy<br />

Devine, Mary-Joan<br />

Devine, Monique<br />

Donald, Ann<br />

Dueck, Gwen<br />

Edworthy, Betty<br />

Ehr, Sandra<br />

Farrell, Chrisa<br />

Flaten, Aileen<br />

Foley, Laura<br />

Forester, Catherine<br />

Fowler, Phyllis<br />

Fraser, Lynn<br />

Freed, Elizabeth<br />

Gabert, Ingrid<br />

Gallant, Myrna<br />

Gilmour, Douglas<br />

Girolami, Tammy<br />

Good Spirit Teachers’<br />

Association<br />

Gordon, Margaret<br />

Graham, Catherine<br />

Haughian, Timothy<br />

Herron, Fred<br />

Hetland, Patricia<br />

Hingley, Jennifer<br />

Jay, Hilton<br />

Jayson, Belinda<br />

Keehborn, Denise<br />

Keil, Elaine<br />

Kent, Bernadette<br />

Kerr, Jennifer<br />

Knipfel, Linda<br />

Kobelsky, Lisa<br />

Lackie, Beverly<br />

League of Educational<br />

Administrators, Directors<br />

and Superintendents of<br />

Saskatchewan<br />

Loeffler, Shelly<br />

Loewen, Kit<br />

MacDougall, Barry<br />

Mann, Deborah<br />

Marko, Mavis<br />

Marshall Farms Inc.<br />

Martel, Louis<br />

Martin, Dianne<br />

Matheson, Brant<br />

McConnell, Stacey<br />

<strong>McDowell</strong>, Kathleen<br />

McLean, Sherry<br />

Mitchell, Catherine<br />

Mug<strong>for</strong>d, Kevin<br />

Mynett, Raymond<br />

Neurauter Sajtos, Gail<br />

Newlove, Kim<br />

Okrainetz, Brent<br />

Okrainetz, Diane<br />

Partridge, John<br />

Phipps, Elizabeth<br />

Prairie South Teachers’<br />

Association<br />

Rawlake, Gordon<br />

Reid, James<br />

Rey, Lloyd<br />

Rongve, Donald<br />

Rowley, Patti<br />

Sampson, April<br />

Sansom, Sherry<br />

Sawitsky, Jennifer<br />

Schira, Emilie<br />

Schmalz, Arlene<br />

Schrader, Leah<br />

Schultz, Harold<br />

Scott Lindsay, Jana<br />

Serafini-Dillon, Janice<br />

Simon, Joann<br />

Steel, Douglas<br />

Saskatchewan Teachers’<br />

Federation Retired Staff<br />

Saskatchewan Teachers’<br />

Federation<br />

Saskatchewan Teachers’<br />

Federation Social<br />

Committee<br />

Stone, Sara<br />

Superannuated Teachers of<br />

Saskatchewan - Fraser<br />

Valley Chapter<br />

Superannuated Teachers of<br />

Saskatchewan - Last<br />

Mountain Chapter<br />

Superannuated Teachers of<br />

Saskatchewan - Mainline<br />

Chapter<br />

pAge 32 AnnuAl RepoRt <strong>2011</strong>-12


Superannuated Teachers of<br />

Saskatchewan - Moose<br />

Jaw Chapter<br />

Superannuated Teachers of<br />

Saskatchewan - Nipawin<br />

Chapter<br />

Superannuated Teachers of<br />

Saskatchewan - Prince<br />

Albert Chapter<br />

Superannuated Teachers of<br />

Saskatchewan - Tisdale<br />

Chapter<br />

Superannuated Teachers of<br />

Saskatchewan - Wadena<br />

Chapter<br />

Tenaski, Connie<br />

Tourangeau, Norine<br />

Ursuline Sisters of Bruno<br />

Voitka-Seager, Susan<br />

Wakeman, Lois<br />

Walters, Lesley<br />

Waugh, Annette<br />

Whitby, Kathryn<br />

Widdifield-Konkin, Leslie<br />

Wihak, Gregory<br />

Willard, Doug<br />

Wood, Genny<br />

$500 - $999<br />

Dubyna, Charlene<br />

Elementary Teachers’<br />

Federation of Ontario<br />

ES Technologies Inc.<br />

Greystone Managed<br />

Investments<br />

Horizon Teachers’<br />

Association<br />

Humphries, Shirley<br />

Lloydminster Teachers’<br />

Association<br />

Prairie Spirit Teachers’<br />

Association<br />

Romankewicz, Loretta<br />

Superannuated Teachers of<br />

Saskatchewan - Regina<br />

Chapter<br />

Tri-West Teachers’<br />

Association<br />

$2,000 - $4,999<br />

Superannuated Teachers of<br />

Saskatchewan<br />

oveR $20,000<br />

Estate of Durward Seafoot<br />

AnnuAl RepoRt <strong>2011</strong>-12 pAge 33

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