Civic Intelligence

Cast Inc.

990 • Fiscal year 2017 • EIN 22-2746879

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 01, 2018

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

44th percentile

0.12x

Higher debt load relative to assets than 44% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.09x

Higher debt load relative to revenue than 34% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

21st percentile

-7.4%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

13th percentile

-6.5%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

4.2%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$5,916,691

Down $409,604 (-6.5%) from 2016

Net Assets

Down

$5,220,470

Down $503,777 (-8.8%) from 2016

Liabilities

Up

$696,221

Up $94,173 (+16%) from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin21st percentile

Revenue

Up

$7,857,671

Up $315,537 (+4.2%) from 2016

Expenses

Up

$8,441,232

Up $857,360 (+11%) from 2016

Net Income

Down

-$583,561

Down $541,823 (-1298%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2017

Assets$5,916,691
Liabilities$696,221
Net Assets$5,220,470
Open 2017 Filing

Operations Trend

Revenue Growth49th 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

2017

Revenue$7,857,671
Expenses$8,441,232
Net Income-$583,561
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 1, 2018
Return Version
2016v3.0
Gross Receipts
$7,857,671
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$2,509,876$2,589,683▲ $79,807
Savings and Temporary Cash Investments$2,341,723$2,025,781▼ $315,942
Accounts Receivable$772,004$917,915▲ $145,911
Land, Buildings, and Equipment, Net$322,421$179,751▼ $142,670
Prepaid Expenses and Deferred Charges$117,005$106,300▼ $10,705
Pledges and Grants Receivable$148,911$45,420▼ $103,491
Cash and Non-Interest-Bearing Accounts$94,205$31,691▼ $62,514
Total Assets$6,326,295$5,916,691▼ $409,604
Other Assets Total$20,150$20,150→ $0
Liabilities
Accounts Payable and Accrued Expenses$441,034$587,903▲ $146,869
Other Liabilities$161,014$108,318▼ $52,696
Total Liabilities$602,048$696,221▲ $94,173
Net Assets / Fund Balance
Unrestricted Net Assets$5,370,885$5,035,186▼ $335,699
Temporarily Rstr Net Assets$288,515$120,437▼ $168,078
Permanently Rstr Net Assets$64,847$64,847→ $0
Total Net Assets Fund Balance$5,724,247$5,220,470▼ $503,777
Total Liabilities and Net Assets / Fund Balance$6,326,295$5,916,691▼ $409,604

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$138,284$563,398$701,682
Leasehold Improvements$12,281$681,225$693,506
Equipment$29,186$434,395$463,581

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$64,847-▲ $46$46$64,847
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
David GordonDirector of PublishingFT$166,861$17,131$183,992
Boris GoldowskyDirector of Tech.FT$158,357$17,222$175,579
Lisa PollerDirector of Strategic Adv.FT$150,201$25,327$175,528
Carole LacyCFOFT$146,324$21,327$167,651
William StahlProj. Dir./ Sr. Policy AnaFT$137,279$14,451$151,730
Joy ZabalaDirector of Tech. AssistanceFT$129,542$20,305$149,847
Ada SullivanInterim CEO (thru 7/31/16)FT$115,737$18,685$134,422
David RoseFounder & Chief Educ Off. (thru 7/28/17)FT$72,574$8,200$80,774
Linda GerstleCEO (since 10/31/16)FT$30,182$1,077$31,259

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
Anne MeyerFounder & Chief Educ. Des.
Paul YellinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Schoolhouse PartnersConsultant112 S ROYAL ST SUITE D, Alexandria, VA 22314$128,500
Revenue and Support

Revenue Composition

Contributions and Grants
$5,179,617
Program Service Revenue
$2,613,499
Investment Income
$4,937
Other Revenue
$59,618
All Other Contributions
$905,746
Change in Net Assets
$-583,561

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,857,671
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$79,784
Total Revenue per Audited Statements
$7,937,455
Total Revenue per Form 990
$7,857,671
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,960,739
Other Expenses$3,480,493
Total Fundraising Expense$145,588
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,700,301$892,853$82,219$3,675,373
Current Officers, Directors, Trustees, and Key Employees$103,978$368,620-$472,598
Travel$354,013$73,904$7,658$435,575
Occupancy$264,165$104,880$2,069$371,114
Other Employee Benefits$226,821$55,397$37,783$320,001
Payroll Taxes$210,775$92,989$6,199$309,963
Pension Plan Contributions$132,456$46,246$4,102$182,804
All Other Expenses$51,766$90,313$4,555$146,634
Depreciation Depletion-$138,264-$138,264
Information Technology$63,206$26,398-$89,604
Other Expenses$86,350$32,550$673$86,350
Royalties$58,757--$58,757
Office Expenses$6,927$31,051$44$38,022
Fees for Services Accounting-$32,000-$32,000
Conferences and Meetings$13,003$5,686$286$18,975
Advertising$9,510$220-$9,730
Insurance-$7,421-$7,421
Fees for Services Legal$1,536$1,710-$3,246
Total Functional Expenses$6,002,450$2,293,194$145,588$8,441,232

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,441,232
Total Expenses per Audited Statements$8,441,232
Total Expenses per Form 990$8,441,232
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$105,170
Deferred Rent$3,148
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 11B

“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 president 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 two 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
Linda Gerstle
Title
Chief Executive Officer
Phone
7812452212
Signed
2018-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Gerstle
Formed
1986
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
11
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.”

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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/PersonNm12LINDA GERSTLE
IRS990/Form990PartVIISectionAGrp/PersonNm13ADA SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm14CAROLE LACY
IRS990/Form990PartVIISectionAGrp/PersonNm15LISA POLLER
IRS990/Form990PartVIISectionAGrp/PersonNm16DAVID GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM STAHL
IRS990/Form990PartVIISectionAGrp/PersonNm18BORIS GOLDOWSKY
IRS990/Form990PartVIISectionAGrp/PersonNm19JOY ZABALA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt872574
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1230182
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13115737
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14146324
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15150201
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16166861
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17137279
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18158357
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19129542
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8FOUNDER & CHIEF EDUC OFF. (THRU 7/28/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt9FOUNDER & CHIEF EDUC. DES.
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO (SINCE 10/31/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt13INTERIM CEO (THRU 7/31/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIR. OF STRATEGIC ADV.
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIR. OF PUBLISHING
IRS990/Form990PartVIISectionAGrp/TitleTxt17PROJ. DIR./ SR. POLICY ANA
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIR. OF TECH.
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF TECH. ASSISTANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt04273871
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07857671
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt026398
IRS990/InformationTechnologyGrp/ProgramServicesAmt063206
IRS990/InformationTechnologyGrp/TotalAmt089604
IRS990/InsuranceGrp/ManagementAndGeneralAmt07421
IRS990/InsuranceGrp/TotalAmt07421
IRS990/InvestmentIncomeGrp/ExclusionAmt04937
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04937
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02509876
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02589683
IRS990/IRPDocumentCnt0125
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01679018
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0322421
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0179751
IRS990/LandBldgEquipCostOrOtherBssAmt01858769
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/NetAssetsOrFundBalancesBOYAmt05724247
IRS990/NetAssetsOrFundBalancesEOYAmt05220470
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt079784
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02069
IRS990/OccupancyGrp/ManagementAndGeneralAmt0104880
IRS990/OccupancyGrp/ProgramServicesAmt0264165
IRS990/OccupancyGrp/TotalAmt0371114
IRS990/OfficeExpensesGrp/FundraisingAmt044
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031051
IRS990/OfficeExpensesGrp/ProgramServicesAmt06927
IRS990/OfficeExpensesGrp/TotalAmt038022
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020150
IRS990/OtherAssetsTotalGrp/EOYAmt020150
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt037783
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt055397
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0226821
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0320001
IRS990/OtherExpensesGrp/Desc0CONSULTANTS
IRS990/OtherExpensesGrp/Desc1SUBCONTRACTORS
IRS990/OtherExpensesGrp/Desc2PROGRAM AND OFFICE SUPP
IRS990/OtherExpensesGrp/Desc3PROGRAMMERS
IRS990/OtherExpensesGrp/FundraisingAmt0673
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0292692
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt132550
IRS990/OtherExpensesGrp/ProgramServicesAmt01062913
IRS990/OtherExpensesGrp/ProgramServicesAmt1449868
IRS990/OtherExpensesGrp/ProgramServicesAmt2206105
IRS990/OtherExpensesGrp/ProgramServicesAmt386350
IRS990/OtherExpensesGrp/TotalAmt01355605
IRS990/OtherExpensesGrp/TotalAmt1449868
IRS990/OtherExpensesGrp/TotalAmt2239328
IRS990/OtherExpensesGrp/TotalAmt386350
IRS990/OtherLiabilitiesGrp/BOYAmt0161014
IRS990/OtherLiabilitiesGrp/EOYAmt0108318
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt082219
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0892853
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02700301
IRS990/OtherSalariesAndWagesGrp/TotalAmt03675373
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06199
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt092989
IRS990/PayrollTaxesGrp/ProgramServicesAmt0210775
IRS990/PayrollTaxesGrp/TotalAmt0309963
IRS990/PensionPlanContributionsGrp/FundraisingAmt04102
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt046246
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0132456
IRS990/PensionPlanContributionsGrp/TotalAmt0182804
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt064847
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt064847
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0148911
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt045420
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0117005
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0106300
IRS990/PrincipalOfficerNm0LINDA GERSTLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0CONSULTING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02613499
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02613499
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/ExpenseAmt0438580
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/ExpenseAmt02202577
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02613499
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05265082
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02481
IRS990/PYOtherExpensesAmt02990946
IRS990/PYOtherRevenueAmt034694
IRS990/PYProgramServiceRevenueAmt02239877
IRS990/PYRevenuesLessExpensesAmt0-41738
IRS990/PYSalariesCompEmpBnftPaidAmt04592926
IRS990/PYTotalExpensesAmt07583872
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07542134
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-583561
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesGrp/ProgramServicesAmt058757
IRS990/RoyaltiesGrp/TotalAmt058757
IRS990/RoyaltiesRevenueGrp/ExclusionAmt059618
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt059618
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02341723
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02025781
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt06600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt07650
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt024766
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt044185
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0100807
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0184008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05179617
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05265082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04887326

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,916,691
Liabilities
$696,221
Net assets
$5,220,470
Revenue
$7,857,671
Expenses
$8,441,232
Net income
-$583,561
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