Civic Intelligence

Cast Inc.

990 • Fiscal year 2019 • EIN 22-2746879

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 12, 2020

200 Harvard Mill 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

43rd percentile

0.14x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

26th percentile

0.08x

Higher debt load relative to revenue than 26% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

29th percentile

-2.0%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

68th percentile

$242,237

Higher top officer pay than 68% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

48th percentile

3.0%

Faster asset growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

11%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$6,169,887

Up $177,324 (+3.0%) from 2018

Net Assets

Down

$5,287,273

Down $15,813 (-0.3%) from 2018

Liabilities

Up

$882,614

Up $193,137 (+28%) from 2018

Revenue

Up

$10,530,188

Up $1,070,257 (+11%) from 2018

Expenses

Up

$10,744,557

Up $1,311,271 (+14%) from 2018

Net Income

Down

-$214,369

Down $241,014 (-905%) from 2018

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

2019

Assets$6,169,887
Liabilities$882,614
Net Assets$5,287,273

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

2019

Revenue$10,530,188
Expenses$10,744,557
Net Income-$214,369
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 12, 2020
Return Version
2018v3.2
Gross Receipts
$10,530,188
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$2,649,964$2,855,271▲ $205,307
Savings and Temporary Cash Investments$2,059,428$1,594,800▼ $464,628
Accounts Receivable$1,055,171$1,049,498▼ $5,673
Pledges and Grants Receivable-$250,000-
Land, Buildings, and Equipment, Net$63,458$209,431▲ $145,973
Prepaid Expenses and Deferred Charges$121,748$151,788▲ $30,040
Cash and Non-Interest-Bearing Accounts$22,644$38,949▲ $16,305
Total Assets$5,992,563$6,169,887▲ $177,324
Other Assets Total$20,150$20,150→ $0
Liabilities
Accounts Payable and Accrued Expenses$592,763$726,051▲ $133,288
Other Liabilities$96,714$156,563▲ $59,849
Total Liabilities$689,477$882,614▲ $193,137
Net Assets / Fund Balance
Unrestricted Net Assets$4,730,137$4,748,781▲ $18,644
Temporarily Rstr Net Assets$508,102$473,645▼ $34,457
Permanently Rstr Net Assets$64,847$64,847→ $0
Total Net Assets Fund Balance$5,303,086$5,287,273▼ $15,813
Total Liabilities and Net Assets / Fund Balance$5,992,563$6,169,887▲ $177,324

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$79,191$702,556$781,747
Equipment$10,043$214,740$224,783
Leasehold Improvements$120,197$9,246$129,443

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$64,847-▲ $153$153$64,847
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda GerstleChief Executive OfficerFT$222,220$20,017$242,237
Jose BlackorbySr. Director of Research & DevFT$195,626$21,827$217,453
David GordonDirector of PublishingFT$174,130$18,535$192,665
Wendy KeeneyChief Development OfficerFT$177,253$13,198$190,451
Boris GoldowskyDirector of TechnologyFT$165,698$17,911$183,609
Carole LacyCFO & Director of Human ResourFT$157,408$19,114$176,522
Tracey HallSenior Research ScientistFT$132,040$14,254$146,294
Sherri WilcauskasDirector of Federal Relations & Adv.FT$124,863$19,168$144,031

Board Members and Trustees

NameTitle
Sheldon Berman Ed DBoard Chair
Deborah P Waber EddDirector
Denise C Decoste EddDirector
Eleazar Vasquez Iii Phd Bcba-dDirector
Jim WilliamsonDirector
Logan SmalleyDirector
Stephen P CrosbyDirector
Anne Meyer EddFounder & Chief Educ. Des.
David H Rose EddFounder & Chief Educ. Officer
Paul B Yellin Md FaapTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Evergreen Evaluation & ConsultingConsultant16 BRADLEY BOW ROAD, Jericho, VT 05465$156,167
Revenue and Support

Revenue Composition

Contributions and Grants
$7,558,139
Program Service Revenue
$2,920,232
Investment Income
$13,892
Other Revenue
$37,925
All Other Contributions
$978,055
Change in Net Assets
$-214,369

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,530,188
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$198,556
Total Revenue per Audited Statements
$10,728,744
Total Revenue per Form 990
$10,530,188
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,370,267
Other Expenses$4,374,290
Total Fundraising Expense$368,423
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,628,578$989,826$38,045$4,656,449
Current Officers, Directors, Trustees, and Key Employees$38,797$384,275$220,247$643,319
Travel$364,825$51,471$24,938$441,234
Other Employee Benefits$310,157$103,337$10,936$424,430
Occupancy$286,847$93,800$22,744$403,391
Payroll Taxes$275,218$100,558$18,208$393,984
Pension Plan Contributions$197,200$47,926$6,959$252,085
All Other Expenses$56,266$165,960$7,131$229,357
Other Expenses$130,650$21,525$570$130,650
Depreciation Depletion-$71,635-$71,635
Royalties$61,164--$61,164
Office Expenses$4,043$45,051$113$49,207
Fees for Services Legal$6,954$32,696-$39,650
Fees for Services Accounting-$39,250-$39,250
Conferences and Meetings$22,671$3,861$5,255$31,787
Advertising$13,121$11,179$5,327$29,627
Insurance-$8,497-$8,497
Total Functional Expenses$7,872,430$2,503,704$368,423$10,744,557

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,744,557
Total Expenses per Audited Statements$10,744,557
Total Expenses per Form 990$10,744,557
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$134,728
Deferred Rent$21,835
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 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 MILL SQUARE NO 210, WAKEFIELD, MA 01880-3233

Signing Officer

Name
Linda Gerstle
Title
Chief Executive Officer
Phone
7812452212
Signed
2020-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Gerstle
Formed
1986
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
57
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 trade or business activities unrelated to the organization's exempt function. As of september 30, 2019, management believes that the organization has not generated any unrelated business taxable income. 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/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10222220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11157408
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12177253
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13195626
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14174130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15165698
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16132040
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17124863
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6FOUNDER & CHIEF EDUC. OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7FOUNDER & CHIEF EDUC. DES.
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO & DIR. OF HUMAN RESOUR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SR. DIR. OF RESEARCH & DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIR. OF PUBLISHING
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIR. OF TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt16SENIOR RESEARCH SCIENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIR. OF FEDERAL RELATIONS & ADV.
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt06580084
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt010530188
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt013
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08497
IRS990/InsuranceGrp/TotalAmt08497
IRS990/InvestmentIncomeGrp/ExclusionAmt013892
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013892
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02649964
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02855271
IRS990/IRPDocumentCnt0120
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0926542
IRS990/LandBldgEquipBasisNetGrp/BOYAmt063458
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0209431
IRS990/LandBldgEquipCostOrOtherBssAmt01135973
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/NetAssetsOrFundBalancesBOYAmt05303086
IRS990/NetAssetsOrFundBalancesEOYAmt05287273
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0198556
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt022744
IRS990/OccupancyGrp/ManagementAndGeneralAmt093800
IRS990/OccupancyGrp/ProgramServicesAmt0286847
IRS990/OccupancyGrp/TotalAmt0403391
IRS990/OfficeExpensesGrp/FundraisingAmt0113
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt045051
IRS990/OfficeExpensesGrp/ProgramServicesAmt04043
IRS990/OfficeExpensesGrp/TotalAmt049207
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020150
IRS990/OtherAssetsTotalGrp/EOYAmt020150
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010936
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0103337
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0310157
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0424430
IRS990/OtherExpensesGrp/Desc0CONSULTANTS
IRS990/OtherExpensesGrp/Desc1SUBCONTRACTORS
IRS990/OtherExpensesGrp/Desc2PROGRAM AND OFFICE SUPP
IRS990/OtherExpensesGrp/Desc3PROGRAMMERS
IRS990/OtherExpensesGrp/FundraisingAmt07950
IRS990/OtherExpensesGrp/FundraisingAmt1570
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0332857
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt121525
IRS990/OtherExpensesGrp/ProgramServicesAmt0934477
IRS990/OtherExpensesGrp/ProgramServicesAmt11267367
IRS990/OtherExpensesGrp/ProgramServicesAmt2274095
IRS990/OtherExpensesGrp/ProgramServicesAmt3130650
IRS990/OtherExpensesGrp/TotalAmt01275284
IRS990/OtherExpensesGrp/TotalAmt11267367
IRS990/OtherExpensesGrp/TotalAmt2296190
IRS990/OtherExpensesGrp/TotalAmt3130650
IRS990/OtherLiabilitiesGrp/BOYAmt096714
IRS990/OtherLiabilitiesGrp/EOYAmt0156563
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt038045
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0989826
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03628578
IRS990/OtherSalariesAndWagesGrp/TotalAmt04656449
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt018208
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0100558
IRS990/PayrollTaxesGrp/ProgramServicesAmt0275218
IRS990/PayrollTaxesGrp/TotalAmt0393984
IRS990/PensionPlanContributionsGrp/FundraisingAmt06959
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt047926
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0197200
IRS990/PensionPlanContributionsGrp/TotalAmt0252085
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt064847
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt064847
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0250000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0121748
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0151788
IRS990/PrincipalOfficerNm0LINDA GERSTLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0CONSULTING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02920232
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02920232
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/ExpenseAmt0357475
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/ExpenseAmt02309183
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02920232
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06470100
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09219
IRS990/PYOtherExpensesAmt04090244
IRS990/PYOtherRevenueAmt052109
IRS990/PYProgramServiceRevenueAmt02928503
IRS990/PYRevenuesLessExpensesAmt026645
IRS990/PYSalariesCompEmpBnftPaidAmt05343042
IRS990/PYTotalExpensesAmt09433286
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09459931
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-214369
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesGrp/ProgramServicesAmt061164
IRS990/RoyaltiesGrp/TotalAmt061164
IRS990/RoyaltiesRevenueGrp/ExclusionAmt037925
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt037925
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02059428
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01594800
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt063700
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt08670
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt06600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt07650
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt024766
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0111386
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07558139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06470100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05179617
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05265082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04887326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029360264
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt051817
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt061328
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt064555
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt037175
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt041394
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0256269
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02920232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02928503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02613499
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02239877
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01868407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012570518

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