2011-2012 Annual Report - Dr. Stirling McDowell Foundation for ...
2011-2012 Annual Report - Dr. Stirling McDowell Foundation for ...
2011-2012 Annual Report - Dr. Stirling McDowell Foundation for ...
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
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