Civic Intelligence

Cast Inc.

990 • Fiscal year 2018 • EIN 22-2746879

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 14, 2019

200 Harvard Mills Square No 210Wakefield, 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.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.07x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

40th percentile

0.3%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

81st percentile

$229,352

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$5,992,563

Up $75,872 (+1.3%) from 2017

Net Assets

Up

$5,303,086

Up $82,616 (+1.6%) from 2017

Liabilities

Down

$689,477

Down $6,744 (-1.0%) from 2017

Revenue

Up

$9,459,931

Up $1,602,260 (+20%) from 2017

Expenses

Up

$9,433,286

Up $992,054 (+12%) from 2017

Net Income

Up

$26,645

Up $610,206 (+105%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$5,992,563
Liabilities$689,477
Net Assets$5,303,086

Operations Trend

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

2018

Revenue$9,459,931
Expenses$9,433,286
Net Income$26,645
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 14, 2019
Return Version
2017v2.3
Gross Receipts
$9,459,931
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$2,589,683$2,649,964▲ $60,281
Savings and Temporary Cash Investments$2,025,781$2,059,428▲ $33,647
Accounts Receivable$917,915$1,055,171▲ $137,256
Prepaid Expenses and Deferred Charges$106,300$121,748▲ $15,448
Land, Buildings, and Equipment, Net$179,751$63,458▼ $116,293
Pledges and Grants Receivable$45,420$0▼ $45,420
Cash and Non-Interest-Bearing Accounts$31,691$22,644▼ $9,047
Total Assets$5,916,691$5,992,563▲ $75,872
Other Assets Total$20,150$20,150→ $0
Liabilities
Accounts Payable and Accrued Expenses$587,903$592,763▲ $4,860
Other Liabilities$108,318$96,714▼ $11,604
Total Liabilities$696,221$689,477▼ $6,744
Net Assets / Fund Balance
Unrestricted Net Assets$5,035,186$4,730,137▼ $305,049
Temporarily Rstr Net Assets$120,437$508,102▲ $387,665
Permanently Rstr Net Assets$64,847$64,847→ $0
Total Net Assets Fund Balance$5,220,470$5,303,086▲ $82,616
Total Liabilities and Net Assets / Fund Balance$5,916,691$5,992,563▲ $75,872

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$53,128$648,554$701,682
Leasehold Improvements$764$692,742$693,506
Equipment$9,566$336,971$346,537

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$64,847-▲ $108$108$64,847
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda GerstleChief Executive OfficerFT$222,498$6,854$229,352
Jose BlackorbySr. Director of Research & DevelopmentFT$191,038$18,250$209,288
David GordonDirector of PublishingFT$171,531$18,036$189,567
Boris GoldowskyDirector of Tech.FT$161,225$17,659$178,884
Carole LacyCFO & Director of Human ResourcesFT$149,457$22,882$172,339
Lisa PollerDirector of Strategic Adv.FT$148,277$22,898$171,175
Tracey HallSenior Research ScientistFT$128,388$13,340$141,728
David RoseFounder/chief Educ Off (thru 7/28/17)FT$56,314$6,795$63,109

Board Members and Trustees

NameTitle
Sheldon BermanBoard Chair
Deborah P WaberDirector
Jim WilliamsonDirector
Logan SmalleyDirector
Stephen P CrosbyDirector
Anne MeyerFounder & Chief Educ. Des.
Paul YellinTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Schoolhouse PartnersConsultant112 S ROYAL ST SUITE D, Alexandria, VA 22314$233,445
Empirical EducationConsultant425 SHERMAN AVE SUITE 210, Palo Alto, CA 94306$226,400
Revenue and Support

Revenue Composition

Contributions and Grants
$6,470,100
Program Service Revenue
$2,928,503
Investment Income
$9,219
Other Revenue
$52,109
All Other Contributions
$1,234,572
Change in Net Assets
$26,645

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,459,931
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$55,971
Total Revenue per Audited Statements
$9,515,902
Total Revenue per Form 990
$9,459,931
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,343,042
Other Expenses$4,090,244
Total Fundraising Expense$381,079
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,933,644$816,314$269,677$4,019,635
Current Officers, Directors, Trustees, and Key Employees$40,966$379,929-$420,895
Occupancy$264,838$98,713$17,737$381,288
Other Employee Benefits$259,339$90,182$23,646$373,167
Payroll Taxes$223,309$87,275$20,264$330,848
Travel$225,042$66,940$17,211$309,193
Pension Plan Contributions$149,080$35,756$13,661$198,497
All Other Expenses$54,335$91,492$9,436$155,263
Information Technology$113,410$39,822$167$153,399
Other Expenses$126,863$50$979$126,913
Depreciation Depletion-$114,601-$114,601
Royalties$57,935--$57,935
Fees for Services Accounting-$39,193-$39,193
Office Expenses$6,958$31,349$92$38,399
Advertising$33,234$2,930$100$36,264
Conferences and Meetings$16,130$3,188$4,126$23,444
Fees for Services Legal$1,293$9,785-$11,078
Insurance-$7,938-$7,938
Total Functional Expenses$6,867,332$2,184,875$381,079$9,433,286

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,433,286
Total Expenses per Audited Statements$9,433,286
Total Expenses per Form 990$9,433,286
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$96,714
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
Yes
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 A, Line 4

In january 2018, the board of directors amended the bylaws by unanimous written consent to to allow founding directors to serve unelected without term limits as voting directors; remove founding directors from ex-officio voting members of committees; to appoint the chairman of the board for the supervision of the chief executive officer in collaboration with the executive committee; and to appoint the board of directors to perform an annual review of the chief executive officer.

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 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
200 HARVARD MILLS SQUARE NO 210, WAKEFIELD, MA 01880-3233

Signing Officer

Name
Linda Gerstle
Title
Chief Executive Officer
Phone
7812452212
Signed
2019-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Gerstle
Formed
1986
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
7
Employees
51
Volunteers
0

Preparer

Firm
Moody Famiglietti & Andronico Llp
Address
1 HIGHWOOD DRIVE, TEWKSBURY, MA 01876
Preparer
Matthew Kalil CPA Mba
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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt456314
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8222498
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9149457
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10191038
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11171531
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12161225
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13148277
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14128388
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4FOUNDER/CHIEF EDUC OFF (THRU 7/28/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt5FOUNDER & CHIEF EDUC. DES.
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO & DIR. OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt10SR. DIR. OF RESEARCH & DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIR. OF PUBLISHING
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIR. OF TECH.
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIR. OF STRATEGIC ADV.
IRS990/Form990PartVIISectionAGrp/TitleTxt14SENIOR RESEARCH SCIENTIST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt05235528
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt09459931
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0167
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt039822
IRS990/InformationTechnologyGrp/ProgramServicesAmt0113410
IRS990/InformationTechnologyGrp/TotalAmt0153399
IRS990/InsuranceGrp/ManagementAndGeneralAmt07938
IRS990/InsuranceGrp/TotalAmt07938
IRS990/InvestmentIncomeGrp/ExclusionAmt09219
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09219
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02589683
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02649964
IRS990/IRPDocumentCnt0109
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01678267
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0179751
IRS990/LandBldgEquipBasisNetGrp/EOYAmt063458
IRS990/LandBldgEquipCostOrOtherBssAmt01741725
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/NetAssetsOrFundBalancesBOYAmt05220470
IRS990/NetAssetsOrFundBalancesEOYAmt05303086
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt055971
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt017737
IRS990/OccupancyGrp/ManagementAndGeneralAmt098713
IRS990/OccupancyGrp/ProgramServicesAmt0264838
IRS990/OccupancyGrp/TotalAmt0381288
IRS990/OfficeExpensesGrp/FundraisingAmt092
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031349
IRS990/OfficeExpensesGrp/ProgramServicesAmt06958
IRS990/OfficeExpensesGrp/TotalAmt038399
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020150
IRS990/OtherAssetsTotalGrp/EOYAmt020150
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt023646
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt090182
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0259339
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0373167
IRS990/OtherExpensesGrp/Desc0CONSULTANTS
IRS990/OtherExpensesGrp/Desc1SUBCONTRACTORS
IRS990/OtherExpensesGrp/Desc2PROGRAM AND OFFICE SUPP
IRS990/OtherExpensesGrp/Desc3PROGRAMMERS
IRS990/OtherExpensesGrp/FundraisingAmt03983
IRS990/OtherExpensesGrp/FundraisingAmt1979
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0246196
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt123222
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt250
IRS990/OtherExpensesGrp/ProgramServicesAmt01389999
IRS990/OtherExpensesGrp/ProgramServicesAmt1725084
IRS990/OtherExpensesGrp/ProgramServicesAmt2245873
IRS990/OtherExpensesGrp/ProgramServicesAmt3126863
IRS990/OtherExpensesGrp/TotalAmt01640178
IRS990/OtherExpensesGrp/TotalAmt1725084
IRS990/OtherExpensesGrp/TotalAmt2270074
IRS990/OtherExpensesGrp/TotalAmt3126913
IRS990/OtherLiabilitiesGrp/BOYAmt0108318
IRS990/OtherLiabilitiesGrp/EOYAmt096714
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0269677
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0816314
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02933644
IRS990/OtherSalariesAndWagesGrp/TotalAmt04019635
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt020264
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt087275
IRS990/PayrollTaxesGrp/ProgramServicesAmt0223309
IRS990/PayrollTaxesGrp/TotalAmt0330848
IRS990/PensionPlanContributionsGrp/FundraisingAmt013661
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt035756
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0149080
IRS990/PensionPlanContributionsGrp/TotalAmt0198497
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt064847
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt064847
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt045420
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0106300
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0121748
IRS990/PrincipalOfficerNm0LINDA GERSTLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0CONSULTING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02928503
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02928503
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/ExpenseAmt0607638
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/ExpenseAmt02015107
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02928503
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05179617
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04937
IRS990/PYOtherExpensesAmt03480493
IRS990/PYOtherRevenueAmt059618
IRS990/PYProgramServiceRevenueAmt02613499
IRS990/PYRevenuesLessExpensesAmt0-583561
IRS990/PYSalariesCompEmpBnftPaidAmt04960739
IRS990/PYTotalExpensesAmt08441232
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07857671
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt026645
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesGrp/ProgramServicesAmt057935
IRS990/RoyaltiesGrp/TotalAmt057935
IRS990/RoyaltiesRevenueGrp/ExclusionAmt052109
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt052109
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02025781
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02059428
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt08670
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt06600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt07650
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt024766
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt044185
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt091871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06470100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05179617
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05265082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04887326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05508835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027310960
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt061328
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt064555
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt037175
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt041394
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt072601
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0277053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02928503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02613499
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02239877
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01868407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01675997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011326283
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt061328
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt064555
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt037175
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt041394
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt072601
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0277053
IRS990ScheduleA/InvestmentIncomeCYPct00.00710
IRS990ScheduleA/InvestmentIncomePYPct00.00800

Document Assets

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Filings

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