Civic Intelligence

Cast Inc.

990 • Fiscal year 2016 • EIN 22-2746879

Oct 01, 2015 to Sep 30, 2016 • Filed on May 12, 2017

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

0.10x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

31st percentile

0.08x

Higher debt load relative to revenue than 31% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

37th percentile

-0.6%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$176,263

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

53rd percentile

2.2%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

69th percentile

11%

Faster revenue growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$6,326,295

Up $134,683 (+2.2%) from 2015

Net Assets

Up

$5,724,247

Up $109,451 (+1.9%) from 2015

Liabilities

Up

$602,048

Up $25,232 (+4.4%) from 2015

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin37th percentile

Revenue

Up

$7,542,134

Up $745,007 (+11%) from 2015

Expenses

Up

$7,583,872

Up $907,823 (+14%) from 2015

Net Income

Down

-$41,738

Down $162,816 (-134%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2016

Assets$6,326,295
Liabilities$602,048
Net Assets$5,724,247
Open 2016 Filing

Operations Trend

Revenue Growth69th 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

2016

Revenue$7,542,134
Expenses$7,583,872
Net Income-$41,738
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$7,542,134
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
Investments in Publicly Traded Securities$2,357,700$2,509,876▲ $152,176
Savings and Temporary Cash Investments$2,411,875$2,341,723▼ $70,152
Accounts Receivable$598,987$772,004▲ $173,017
Land, Buildings, and Equipment, Net$491,527$322,421▼ $169,106
Pledges and Grants Receivable$149,088$148,911▼ $177
Prepaid Expenses and Deferred Charges$87,560$117,005▲ $29,445
Cash and Non-Interest-Bearing Accounts$74,725$94,205▲ $19,480
Total Assets$6,191,612$6,326,295▲ $134,683
Other Assets Total$20,150$20,150→ $0
Liabilities
Accounts Payable and Accrued Expenses$395,692$441,034▲ $45,342
Other Liabilities$181,124$161,014▼ $20,110
Total Liabilities$576,816$602,048▲ $25,232
Net Assets / Fund Balance
Unrestricted Net Assets$5,356,055$5,370,885▲ $14,830
Temporarily Rstr Net Assets$193,894$288,515▲ $94,621
Permanently Rstr Net Assets$64,847$64,847→ $0
Total Net Assets Fund Balance$5,614,796$5,724,247▲ $109,451
Total Liabilities and Net Assets / Fund Balance$6,191,612$6,326,295▲ $134,683

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$223,439$478,243$701,682
Leasehold Improvements$34,258$659,248$693,506
Equipment$64,724$425,320$490,044

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$64,847-▲ $3$3$64,847
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
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa PollerDirector of Strategic Adv/former Co-presidentFT$148,734$27,529$176,263
Lisa PollerDirector of Strategic Adv/former Co-pres-$148,734$27,529$176,263
Boris GoldowskyDirector of Tech.FT$153,488$16,811$170,299
Gabrielle SchlichtmannFormer Dir.of Research/former Co-presidentfFT$152,041$13,280$165,321
Gabrielle SchlichtmannFormer Dir.of Research/former Co-pre-$152,041$13,280$165,321
David GordonDirector of PublishingFT$149,627$15,449$165,076
Ada SullivanInterim CEOFT$126,615$27,915$154,530
William StahlProj. Dir./ Sr. Policy AnaFT$134,968$16,891$151,859
Carole LacyCFOFT$128,156$19,933$148,089
Tracey HallSenior Research ScientistFT$122,638$12,750$135,388
David RoseFounder & Chief EducationFT$94,439$10,880$105,319

Board Members and Trustees

NameTitle
Sheldon BermanBoard Chair
Anne E SchneiderDirector
Curtis RichardsDirector
David FlinkDirector
Deborah P WaberDirector
Jim WilliamsonDirector
Logan SmalleyDirector
Markay WinstonDirector
Stephen P CrosbyDirector
Richard WeissbourdDirector (thru Oct 2015)
Anne MeyerFounder & Director
Paul YellinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,265,082
Program Service Revenue
$2,239,877
Investment Income
$2,481
Other Revenue
$34,694
All Other Contributions
$787,826
Change in Net Assets
$-41,738

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,542,134
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$151,189
Total Revenue per Audited Statements
$7,693,323
Total Revenue per Form 990
$7,542,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,592,926
Other Expenses$2,990,946
Total Fundraising Expense$193,545
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,587,081$645,456$150,217$3,382,754
Current Officers, Directors, Trustees, and Key Employees$89,217$338,382-$427,599
Occupancy$276,091$88,601$12,638$377,330
Travel$262,085$64,067$455$326,607
Payroll Taxes$205,891$72,497$11,599$289,987
Other Employee Benefits$209,370$44,765$2,757$256,892
Pension Plan Contributions$185,523$39,283$10,888$235,694
Depreciation Depletion$9,489$150,758-$160,247
All Other Expenses$49,392$95,964$4,491$149,847
Other Expenses$78,000$20,962$202$78,000
Office Expenses$6,443$61,247-$67,690
Information Technology$40,041$14,038-$54,079
Royalties$43,675--$43,675
Fees for Services Accounting-$32,000-$32,000
Conferences and Meetings$9,081$515$298$9,894
Insurance-$8,369-$8,369
Advertising$6,329$90-$6,419
Fees for Services Legal$1,535$4,410-$5,945
Total Functional Expenses$5,551,638$1,838,689$193,545$7,583,872

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,583,872
Total Expenses per Audited Statements$7,583,872
Total Expenses per Form 990$7,583,872
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$145,276
Deferred Rent$15,738
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
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Rose
Formed
1986
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
10
Employees
50
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 for the audit of its financial statements and selection of an independent accountant. This process has not changed during the year.”

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 unrelated trade or business income. The organization has determined that it does not have any liabilities associated with unrelated trade or business income and, as a result, no provision for income taxes is presented in the accompanying financial statements. The organization assesses 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.”

Raw XML AppendixShowing 400 of 713 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm14GABRIELLE SCHLICHTMANN
IRS990/Form990PartVIISectionAGrp/PersonNm15ADA SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm16CAROLE LACY
IRS990/Form990PartVIISectionAGrp/PersonNm17DAVID GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm18WILLIAM STAHL
IRS990/Form990PartVIISectionAGrp/PersonNm19BORIS GOLDOWSKY
IRS990/Form990PartVIISectionAGrp/PersonNm20TRACEY HALL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt094439
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/ReportableCompFromOrgAmt13148734
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14152041
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15126615
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16128156
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17149627
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18134968
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19153488
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20122638
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/TitleTxt0FOUNDER & CHIEF EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt1FOUNDER & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR (THRU OCT 2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIR. OF STRATEGIC ADV/FORMER CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14FORMER DIR.OF RESEARCH/FORMER CO-PRESIDENTF
IRS990/Form990PartVIISectionAGrp/TitleTxt15INTERIM CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIR. OF PUBLISHING
IRS990/Form990PartVIISectionAGrp/TitleTxt18PROJ. DIR./ SR. POLICY ANA
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIR. OF TECH.
IRS990/Form990PartVIISectionAGrp/TitleTxt20SENIOR RESEARCH SCIENTIST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt04477256
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07542134
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014038
IRS990/InformationTechnologyGrp/ProgramServicesAmt040041
IRS990/InformationTechnologyGrp/TotalAmt054079
IRS990/InsuranceGrp/ManagementAndGeneralAmt08369
IRS990/InsuranceGrp/TotalAmt08369
IRS990/InvestmentIncomeGrp/ExclusionAmt02481
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02481
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02357700
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02509876
IRS990/IRPDocumentCnt0125
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01562811
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0491527
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0322421
IRS990/LandBldgEquipCostOrOtherBssAmt01885232
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/NetAssetsOrFundBalancesBOYAmt05614796
IRS990/NetAssetsOrFundBalancesEOYAmt05724247
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0151189
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt012638
IRS990/OccupancyGrp/ManagementAndGeneralAmt088601
IRS990/OccupancyGrp/ProgramServicesAmt0276091
IRS990/OccupancyGrp/TotalAmt0377330
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt061247
IRS990/OfficeExpensesGrp/ProgramServicesAmt06443
IRS990/OfficeExpensesGrp/TotalAmt067690
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020150
IRS990/OtherAssetsTotalGrp/EOYAmt020150
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02757
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt044765
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0209370
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0256892
IRS990/OtherExpensesGrp/Desc0CONSULTANTS
IRS990/OtherExpensesGrp/Desc1SUBCONTRACTORS
IRS990/OtherExpensesGrp/Desc2PROGRAM AND OFFICE SUPP
IRS990/OtherExpensesGrp/Desc3PROGRAMMERS
IRS990/OtherExpensesGrp/FundraisingAmt0202
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0157285
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120962
IRS990/OtherExpensesGrp/ProgramServicesAmt0945698
IRS990/OtherExpensesGrp/ProgramServicesAmt1365450
IRS990/OtherExpensesGrp/ProgramServicesAmt2181247
IRS990/OtherExpensesGrp/ProgramServicesAmt378000
IRS990/OtherExpensesGrp/TotalAmt01102983
IRS990/OtherExpensesGrp/TotalAmt1365450
IRS990/OtherExpensesGrp/TotalAmt2202411
IRS990/OtherExpensesGrp/TotalAmt378000
IRS990/OtherLiabilitiesGrp/BOYAmt0181124
IRS990/OtherLiabilitiesGrp/EOYAmt0161014
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0150217
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0645456
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02587081
IRS990/OtherSalariesAndWagesGrp/TotalAmt03382754
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011599
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt072497
IRS990/PayrollTaxesGrp/ProgramServicesAmt0205891
IRS990/PayrollTaxesGrp/TotalAmt0289987
IRS990/PensionPlanContributionsGrp/FundraisingAmt010888
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt039283
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0185523
IRS990/PensionPlanContributionsGrp/TotalAmt0235694
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt064847
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt064847
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0149088
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0148911
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt087560
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0117005
IRS990/PrincipalOfficerNm0DAVID ROSE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0CONSULTING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02239877
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02239877
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/ExpenseAmt072174
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/ExpenseAmt01961612
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02239877
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04887326
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01145
IRS990/PYOtherExpensesAmt02220349
IRS990/PYOtherRevenueAmt040249
IRS990/PYProgramServiceRevenueAmt01868407
IRS990/PYRevenuesLessExpensesAmt0121078
IRS990/PYSalariesCompEmpBnftPaidAmt04455700
IRS990/PYTotalExpensesAmt06676049
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06797127
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-41738
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesGrp/ProgramServicesAmt043675
IRS990/RoyaltiesGrp/TotalAmt043675
IRS990/RoyaltiesRevenueGrp/ExclusionAmt034694
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt034694
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02411875
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02341723
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt024766
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt044185
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0100807
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt015000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0184758
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05265082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04887326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05508835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06185561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04789166
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026635970
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt037175

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,326,295
Liabilities
$602,048
Net assets
$5,724,247
Revenue
$7,542,134
Expenses
$7,583,872
Net income
-$41,738
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