Civic Intelligence

Cast Inc.

990 • Fiscal year 2015 • EIN 22-2746879

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 12, 2016

Organization ProfileWWW.CAST.ORG

View Organization Page

40 Harvard Mills Square No 3Wakefield, MA 01880-3233

(781) 245-2212

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.09x

Higher debt load relative to assets than 39% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

32nd percentile

0.08x

Higher debt load relative to revenue than 32% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

46th percentile

1.8%

Higher net margin than 46% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

72nd percentile

$177,074

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

42nd percentile

-0.9%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-6.3%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$6,191,612

Down $53,502 (-0.9%) from 2014

Net Assets

Up

$5,614,796

Up $91,197 (+1.7%) from 2014

Liabilities

Down

$576,816

Down $144,699 (-20%) from 2014

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin46th percentile

Revenue

Down

$6,797,127

Down $460,306 (-6.3%) from 2014

Expenses

Down

$6,676,049

Down $502,667 (-7.0%) from 2014

Net Income

Up

$121,078

Up $42,361 (+54%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $5,061,196Liabilities 2010: $410,162Net Assets 2010: $4,651,0342010Assets 2011: $5,442,139Liabilities 2011: $723,010Net Assets 2011: $4,719,1292011Assets 2012: $5,382,394Liabilities 2012: $513,762Net Assets 2012: $4,868,6322012Assets 2013: $6,188,865Liabilities 2013: $743,983Net Assets 2013: $5,444,8822013Assets 2014: $6,245,114Liabilities 2014: $721,515Net Assets 2014: $5,523,5992014Assets 2015: $6,191,612Liabilities 2015: $576,816Net Assets 2015: $5,614,7962015Assets 2016: $6,326,295Liabilities 2016: $602,048Net Assets 2016: $5,724,2472016Assets 2017: $5,916,691Liabilities 2017: $696,221Net Assets 2017: $5,220,4702017Assets 2018: $5,992,563Liabilities 2018: $689,477Net Assets 2018: $5,303,0862018Assets 2019: $6,169,887Liabilities 2019: $882,614Net Assets 2019: $5,287,2732019Assets 2020: $6,602,889Liabilities 2020: $1,179,407Net Assets 2020: $5,423,4822020Assets 2021: $7,625,258Liabilities 2021: $1,619,676Net Assets 2021: $6,005,5822021Assets 2022: $7,496,965Liabilities 2022: $1,707,224Net Assets 2022: $5,789,7412022Assets 2023: $8,790,587Liabilities 2023: $2,647,937Net Assets 2023: $6,142,6502023Assets 2024: $7,496,880Liabilities 2024: $1,638,152Net Assets 2024: $5,858,7282024

Highlighted filing

2015

Assets$6,191,612
Liabilities$576,816
Net Assets$5,614,796
Open 2015 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,028,1942010Expenses 2011: $6,233,0022011Expenses 2012: $6,752,1092012Expenses 2013: $7,440,2532013Revenue 2014: $7,257,433Expenses 2014: $7,178,716Net Income 2014: $78,7172014Revenue 2015: $6,797,127Expenses 2015: $6,676,049Net Income 2015: $121,0782015Revenue 2016: $7,542,134Expenses 2016: $7,583,872Net Income 2016: -$41,7382016Revenue 2017: $7,857,671Expenses 2017: $8,441,232Net Income 2017: -$583,5612017Revenue 2018: $9,459,931Expenses 2018: $9,433,286Net Income 2018: $26,6452018Revenue 2019: $10,530,188Expenses 2019: $10,744,557Net Income 2019: -$214,3692019Revenue 2020: $10,733,963Expenses 2020: $10,789,158Net Income 2020: -$55,1952020Revenue 2021: $12,275,265Expenses 2021: $11,881,418Net Income 2021: $393,8472021Revenue 2022: $14,108,042Expenses 2022: $13,742,698Net Income 2022: $365,3442022Revenue 2023: $16,531,175Expenses 2023: $16,114,484Net Income 2023: $416,6912023Revenue 2024: $14,222,419Expenses 2024: $15,068,251Net Income 2024: -$845,8322024

Highlighted filing

2015

Revenue$6,797,127
Expenses$6,676,049
Net Income$121,078
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 12, 2016
Return Version
2014v6.0
Gross Receipts
$6,797,127
Mission and Program Overview

Mission

To expand learning opportunities for all individuals, especially those with disabilities, through the research and development of innovative, technology-based educational resources and strategies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,307,585$2,411,875▼ $895,710
Investments in Publicly Traded Securities$1,422,723$2,357,700▲ $934,977
Accounts Receivable$796,845$598,987▼ $197,858
Land, Buildings, and Equipment, Net$465,719$491,527▲ $25,808
Pledges and Grants Receivable$126,559$149,088▲ $22,529
Prepaid Expenses and Deferred Charges$79,973$87,560▲ $7,587
Cash and Non-Interest-Bearing Accounts$25,560$74,725▲ $49,165
Total Assets$6,245,114$6,191,612▼ $53,502
Other Assets Total$20,150$20,150→ $0
Liabilities
Accounts Payable and Accrued Expenses$521,723$395,692▼ $126,031
Other Liabilities$199,792$181,124▼ $18,668
Total Liabilities$721,515$576,816▼ $144,699
Net Assets / Fund Balance
Unrestricted Net Assets$5,229,683$5,356,055▲ $126,372
Temporarily Rstr Net Assets$229,069$193,894▼ $35,175
Permanently Rstr Net Assets$64,847$64,847→ $0
Total Net Assets Fund Balance$5,523,599$5,614,796▲ $91,197
Total Liabilities and Net Assets / Fund Balance$6,245,114$6,191,612▼ $53,502

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$317,227$384,455$701,682
Leasehold Improvements$57,096$636,410$693,506
Equipment$117,204$415,266$532,470

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$64,847-▲ $3$3$64,847
2013$64,847-▲ $6$6$64,847
2012$64,847-▲ $16$16$64,847
2011$64,847-▲ $20$20$64,847
2010$64,847-▲ $35$35$64,847
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa PollerCo-presidentFT$149,770$27,304$177,074
Boris GoldowskyDirector of Tech.FT$153,478$16,726$170,204
David GordonDirector of PublishingFT$153,827$15,785$169,612
Gabrielle SchlichtmannCo-presidentFT$152,522$12,967$165,489
Ada SullivanDirector of Prof. Learning/former Pres.FT$136,463$28,891$165,354
Charles HitchcockChief Officer, Policy andFT$147,393$15,117$162,510
William StahlProj. Dir./ Sr. Policy AnaFT$133,178$14,123$147,301
Carole LacyComptrollerFT$126,699$18,649$145,348
Tracey HallSenior Research ScientistFT$122,928$12,689$135,617
David RoseFounder & Chief EducationFT$112,651$12,612$125,263

Board Members and Trustees

NameTitle
Stephen P CrosbyBoard Chair
Anne E SchneiderDirector
Curtis RichardsDirector
David FlinkDirector
Deborah P WaberDirector
Logan SmalleyDirector
Markay WinstonDirector
Paul YellinDirector
Richard WeissbourdDirector
Sheldon BermanDirector
Anne MeyerFounder & Director
Jim WilliamsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,887,326
Program Service Revenue
$1,868,407
Investment Income
$1,145
Other Revenue
$40,249
All Other Contributions
$634,137
Change in Net Assets
$121,078

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,797,127
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-29,881
Total Revenue per Audited Statements
$6,767,246
Total Revenue per Form 990
$6,797,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,455,700
Other Expenses$2,220,349
Total Fundraising Expense$129,397
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,449,240$582,349$41,941$3,073,530
Current Officers, Directors, Trustees, and Key Employees$257,757$328,505$35,411$621,673
Occupancy$286,556$99,993$7,554$394,103
Payroll Taxes$205,175$66,543$5,545$277,263
Other Employee Benefits$191,645$33,105$29,411$254,161
Pension Plan Contributions$184,047$41,828$3,198$229,073
Travel$205,542$7,978$1,705$215,225
Depreciation Depletion$9,876$136,157-$146,033
All Other Expenses$72,592$46,791$4,372$123,755
Other Expenses$7,674$55,811-$63,485
Office Expenses$4,665$33,121-$37,786
Fees for Services Accounting-$32,000-$32,000
Royalties$21,488--$21,488
Information Technology$9,660$8,230-$17,890
Conferences and Meetings$9,279$4,133$260$13,672
Insurance-$9,269-$9,269
Fees for Services Legal$5,915$3,104-$9,019
Advertising$4,793$320-$5,113
Total Functional Expenses$5,020,198$1,526,454$129,397$6,676,049

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,676,049
Total Expenses per Audited Statements$6,676,049
Total Expenses per Form 990$6,676,049
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Customer Deposits$156,730
Deferred Rent$24,394
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The organization distributes a copy of the organization's final draft form 990 to the entire board of directors prior to its filing with the irs.”

Form 990, Part VI, Section B, Line 15A

“An executive compensation committee made up of 3 voting independent board members meet to perform an annual evaluation and review of the performance and compensation of one of the co-founders and the co-presidents of cast. The mbo (management by objectives) tool is utilized as a performance appraisal method for measuring success. The goals defined become the basis for review and discussion around compensation and target setting for future evaluations. A comparison of other non-profit organizations that are similar in mission, organization size and structure is performed to enable the deliberation around compensation adjustments. The decision is then made by the compensation committee whether the compensation of the three positions will be adjusted and the determined adjustments need to be unanimously approved by the 3 compensation committee members.”

Form 990, Part VI, Section C, Line 18

“The organization places some documents on the organization's website; all other documents are available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization places some documents on the organization's website; all other documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Cast Inc
EIN
22-2746879
Phone
7812452212
Address
40 HARVARD MILLS SQUARE NO 3, WAKEFIELD, MA 01880-3233

Signing Officer

Name
David Rose
Title
Founder & Chief Education Officer
Phone
7812452212
Signed
2016-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Rose
Formed
1986
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
11
Employees
46
Volunteers
0

Preparer

Firm
Moody Famiglietti & Andronico Llp
Address
1 HIGHWOOD DRIVE, TEWKSBURY, MA 01876
Preparer
Joyce Ripianzi CPA
Phone
9785575300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant.”

Financial Statement Notes

PART V, LINE 4:

“The organization intends to maintain the permanently restricted portion of the endowment funds in perpetuity in accordance with donors designations. Any temporarily restricted endowment funds will be held until such time that the restrictions are released.”

PART X, LINE 2:

“The organization is a nonprofit corporation as described in section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes on trade or business profits generated by activities related to the organization's exempt function. The organization may be subject to federal and state income taxes for profits generated from trade or business activities unrelated to the organization's exempt function. As of september 30, 2015 and 2014, management believes that the organization has not generated any unrelated business income. The organization assess the recording of uncertain tax positions by evaluating the minimum recognition threshold and measurement requirements a tax position must meet before being recognized as a benefit in the financial statements. The organization's policy is to recognize interest and penalties accrued on any uncertain tax positions as a component of income tax expense, if any, in its statements of activities. The organization has not recognized any liabilities for uncertain tax positions or unrecognized benefits as of september 30, 2015 or 2014. The organization does not expect any material change in uncertain tax positions within the next twelve months. As of september 30, 2015, the organization is not currently under examination by any taxing authorities and is generally open for examination for three years following the date of filing.”

Raw XML AppendixShowing 400 of 723 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0521723
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0395692
IRS990/AccountsReceivableGrp/BOYAmt0796845
IRS990/AccountsReceivableGrp/EOYAmt0598987
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EXPAND LEARNING OPPORTUNITIES FOR ALL INDIVIDUALS, ESPECIALLY THOSE WITH DISABILITIES, THROUGH THE RESEARCH AND DEVELOPMENT OF INNOVATIVE, TECHNOLOGY-BASED EDUCATIONAL RESOURCES AND STRATEGIES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0320
IRS990/AdvertisingGrp/ProgramServicesAmt04793
IRS990/AdvertisingGrp/TotalAmt05113
IRS990/AllOtherContributionsAmt0634137
IRS990/AllOtherExpensesGrp/FundraisingAmt04372
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt046791
IRS990/AllOtherExpensesGrp/ProgramServicesAmt072592
IRS990/AllOtherExpensesGrp/TotalAmt0123755
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum07812452212
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt040 HARVARD MILLS SQUARE NO 3
IRS990/BooksInCareOfDetail/USAddress/CityNm0WAKEFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0018803233
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt025560
IRS990/CashNonInterestBearingGrp/EOYAmt074725
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt035411
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0328505
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0257757
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0621673
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt0260
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04133
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt09279
IRS990/ConferencesMeetingsGrp/TotalAmt013672
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04887326
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01145
IRS990/CYOtherExpensesAmt02220349
IRS990/CYOtherRevenueAmt040249
IRS990/CYProgramServiceRevenueAmt01868407
IRS990/CYRevenuesLessExpensesAmt0121078
IRS990/CYSalariesCompEmpBnftPaidAmt04455700
IRS990/CYTotalExpensesAmt06676049
IRS990/CYTotalFundraisingExpenseAmt0129397
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06797127
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0136157
IRS990/DepreciationDepletionGrp/ProgramServicesAmt09876
IRS990/DepreciationDepletionGrp/TotalAmt0146033
IRS990/Desc0FEDERAL GRANTS (INCLUDING SUB-RECIPIENT AWARDS): VARIOUS FEDERALLY FUNDED PROGRAMS FROM THE DOE AND NSF TO FURTHER RESEARCH AND DEVELOPMENT IN THE AREAS OF UNIVERSAL DESIGN AND PROMOTE ACCESS TO THE GENERAL CURRICULUM BY ALL LEARNERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt046
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03286808
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt032000
IRS990/FeesForServicesAccountingGrp/TotalAmt032000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03104
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt05915
IRS990/FeesForServicesLegalGrp/TotalAmt09019
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt012612
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1327304
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1412967
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1518649
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1615785
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1715117
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1814123
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1916726
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2012689
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2128891
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm1ANNE MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm2STEPHEN P CROSBY
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM WILLIAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm4CURTIS RICHARDS
IRS990/Form990PartVIISectionAGrp/PersonNm5ANNE E SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL YELLIN
IRS990/Form990PartVIISectionAGrp/PersonNm7LOGAN SMALLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8MARKAY WINSTON
IRS990/Form990PartVIISectionAGrp/PersonNm9RICHARD WEISSBOURD
IRS990/Form990PartVIISectionAGrp/PersonNm10SHELDON BERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID FLINK
IRS990/Form990PartVIISectionAGrp/PersonNm12DEBORAH P WABER
IRS990/Form990PartVIISectionAGrp/PersonNm13LISA POLLER
IRS990/Form990PartVIISectionAGrp/PersonNm14GABRIELLE SCHLICHTMANN
IRS990/Form990PartVIISectionAGrp/PersonNm15CAROLE LACY
IRS990/Form990PartVIISectionAGrp/PersonNm16DAVID GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm17CHARLES HITCHCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm18WILLIAM STAHL
IRS990/Form990PartVIISectionAGrp/PersonNm19BORIS GOLDOWSKY
IRS990/Form990PartVIISectionAGrp/PersonNm20TRACEY HALL
IRS990/Form990PartVIISectionAGrp/PersonNm21ADA SULLIVAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0112651
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13149770
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14152522
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15126699
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16153827
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17147393
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18133178
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19153478
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20122928
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21136463
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0FOUNDER & CHIEF EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt1FOUNDER & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15COMPTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIR. OF PUBLISHING
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF OFFICER, POLICY AND
IRS990/Form990PartVIISectionAGrp/TitleTxt18PROJ. DIR./ SR. POLICY ANA
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIR. OF TECH.
IRS990/Form990PartVIISectionAGrp/TitleTxt20SENIOR RESEARCH SCIENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIR. OF PROF. LEARNING/FORMER PRES.
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt04253189
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06797127
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt014
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08230
IRS990/InformationTechnologyGrp/ProgramServicesAmt09660
IRS990/InformationTechnologyGrp/TotalAmt017890
IRS990/InsuranceGrp/ManagementAndGeneralAmt09269
IRS990/InsuranceGrp/TotalAmt09269
IRS990/InvestmentIncomeGrp/ExclusionAmt01145
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01145
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01422723
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02357700
IRS990/IRPDocumentCnt083
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01436131
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0465719
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0491527
IRS990/LandBldgEquipCostOrOtherBssAmt01927658
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO EXPAND LEARNING OPPORTUNITIES FOR ALL INDIVIDUALS, ESPECIALLY THOSE WITH DISABILITIES, THROUGH THE RESEARCH AND DEVELOPMENT OF INNOVATIVE, TECHNOLOGY-BASED EDUCATIONAL RESOURCES AND STRATEGIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05523599
IRS990/NetAssetsOrFundBalancesEOYAmt05614796
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-29881
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt07554
IRS990/OccupancyGrp/ManagementAndGeneralAmt099993
IRS990/OccupancyGrp/ProgramServicesAmt0286556
IRS990/OccupancyGrp/TotalAmt0394103
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033121
IRS990/OfficeExpensesGrp/ProgramServicesAmt04665
IRS990/OfficeExpensesGrp/TotalAmt037786
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020150
IRS990/OtherAssetsTotalGrp/EOYAmt020150
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt029411
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt033105
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0191645
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0254161
IRS990/OtherExpensesGrp/Desc0CONSULTANTS
IRS990/OtherExpensesGrp/Desc1SUBCONTRACTORS
IRS990/OtherExpensesGrp/Desc2PROGRAMMERS
IRS990/OtherExpensesGrp/Desc3TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030903
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16314
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt255811
IRS990/OtherExpensesGrp/ProgramServicesAmt0627305
IRS990/OtherExpensesGrp/ProgramServicesAmt1364068
IRS990/OtherExpensesGrp/ProgramServicesAmt2102921
IRS990/OtherExpensesGrp/ProgramServicesAmt37674
IRS990/OtherExpensesGrp/TotalAmt0658208
IRS990/OtherExpensesGrp/TotalAmt1364068
IRS990/OtherExpensesGrp/TotalAmt2109235
IRS990/OtherExpensesGrp/TotalAmt363485
IRS990/OtherLiabilitiesGrp/BOYAmt0199792
IRS990/OtherLiabilitiesGrp/EOYAmt0181124
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt041941
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0582349
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02449240
IRS990/OtherSalariesAndWagesGrp/TotalAmt03073530
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05545
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt066543
IRS990/PayrollTaxesGrp/ProgramServicesAmt0205175
IRS990/PayrollTaxesGrp/TotalAmt0277263
IRS990/PensionPlanContributionsGrp/FundraisingAmt03198
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt041828
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0184047
IRS990/PensionPlanContributionsGrp/TotalAmt0229073
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt064847
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt064847
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0126559
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0149088
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt079973
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt087560
IRS990/PrincipalOfficerNm0DAVID ROSE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0CONSULTING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01868407
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01868407
IRS990/ProgSrvcAccomActy2Grp/Desc0FOUNDATION FUNDED: PROGRAMS AND INITIATIVES FUNDED BY FOUNDATIONS TO PROMOTE BETTER SERVICING NEEDS IN THE AREAS OF ASSESSMENT, THE DEVELOPMENT OF NEW MULTIMEDIA LEARNING ENVIRONMENTS, AND IN SOLVING VARIOUS EDUCATIONAL CHALLENGES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0125694
IRS990/ProgSrvcAccomActy3Grp/Desc0CONSULTING, EDUCATION AND KNOWLEDGE DISSEMINATION: REVENUES GENERATED THROUGH PROFESSIONAL DEVELOPMENT TO TEACHERS AND THROUGH WORK WITH PUBLISHERS FOR DEVELOPING TOOLS TO ENHANCE CURRICULUM MEDIUMS PROMOTING A RICHER LEARNING ENVIRONMENT FOR ALL LEARNERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01607696
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01868407
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05508835
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0886
IRS990/PYOtherExpensesAmt02334233
IRS990/PYOtherRevenueAmt071715
IRS990/PYProgramServiceRevenueAmt01675997
IRS990/PYRevenuesLessExpensesAmt078717
IRS990/PYSalariesCompEmpBnftPaidAmt04844483
IRS990/PYTotalExpensesAmt07178716
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07257433
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0121078
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesGrp/ProgramServicesAmt021488
IRS990/RoyaltiesGrp/TotalAmt021488
IRS990/RoyaltiesRevenueGrp/ExclusionAmt040249
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt040249
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03307585
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02411875
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt024766
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt044185

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,191,612
Liabilities
$576,816
Net assets
$5,614,796
Revenue
$6,797,127
Expenses
$6,676,049
Net income
$121,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.50$1.64$5.86$14.2$15.1$0.85
2023Detailed filing. Detailed filing data is available for this year.$8.79$2.65$6.14$16.5$16.1$0.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.50$1.71$5.79$14.1$13.7$0.37
2021Detailed filing. Detailed filing data is available for this year.$7.63$1.62$6.01$12.3$11.9$0.39
2020Detailed filing. Detailed filing data is available for this year.$6.60$1.18$5.42$10.7$10.8$0.06
2019Detailed filing. Detailed filing data is available for this year.$6.17$0.88$5.29$10.5$10.7$0.21
2018Detailed filing. Detailed filing data is available for this year.$5.99$0.69$5.30$9.46$9.43$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.92$0.70$5.22$7.86$8.44$0.58
2016Detailed filing. Detailed filing data is available for this year.$6.33$0.60$5.72$7.54$7.58$0.04
2015Detailed filing. Detailed filing data is available for this year.$6.19$0.58$5.61$6.80$6.68$0.12
2014Detailed filing. Detailed filing data is available for this year.$6.25$0.72$5.52$7.26$7.18$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.19$0.74$5.44$7.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.51$4.87$6.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.44$0.72$4.72$6.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.41$4.65$6.03