Civic Intelligence

Cast Inc.

990 • Fiscal year 2021 • EIN 22-2746879

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 08, 2022

Organization ProfileWWW.CAST.ORG

View Organization Page

178 Albion Street 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

55th percentile

0.21x

Higher debt load relative to assets than 55% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

38th percentile

0.13x

Higher debt load relative to revenue than 38% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

30th percentile

3.2%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

73rd percentile

$257,204

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

63rd percentile

15%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

14%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$7,625,258

Up $1,022,369 (+15%) from 2020

Net Assets

Up

$6,005,582

Up $582,100 (+11%) from 2020

Liabilities

Up

$1,619,676

Up $440,269 (+37%) from 2020

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin30th percentile

Revenue

Up

$12,275,265

Up $1,541,302 (+14%) from 2020

Expenses

Up

$11,881,418

Up $1,092,260 (+10%) from 2020

Net Income

Up

$393,847

Up $449,042 (+814%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2021

Assets$7,625,258
Liabilities$1,619,676
Net Assets$6,005,582
Open 2021 Filing

Operations Trend

Revenue Growth53rd 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

2021

Revenue$12,275,265
Expenses$11,881,418
Net Income$393,847
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 8, 2022
Return Version
2020v4.2
Gross Receipts
$12,275,265
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.

To transform education design and practice to address variability of all learners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,049,345$3,237,645▲ $188,300
Savings and Temporary Cash Investments$1,529,510$2,445,619▲ $916,109
Accounts Receivable$751,368$1,133,924▲ $382,556
Pledges and Grants Receivable$895,527$461,462▼ $434,065
Land, Buildings, and Equipment, Net$188,224$160,992▼ $27,232
Prepaid Expenses and Deferred Charges$145,290$146,384▲ $1,094
Cash and Non-Interest-Bearing Accounts$23,475$19,082▼ $4,393
Total Assets$6,602,889$7,625,258▲ $1,022,369
Other Assets Total$20,150$20,150→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,042,825$1,318,539▲ $275,714
Other Liabilities$136,582$301,137▲ $164,555
Total Liabilities$1,179,407$1,619,676▲ $440,269
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,041,070$5,787,797▲ $746,727
Net Assets With Donor Restrictions$382,412$217,785▼ $164,627
Total Net Assets Fund Balance$5,423,482$6,005,582▲ $582,100
Total Liabilities and Net Assets / Fund Balance$6,602,889$7,625,258▲ $1,022,369

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$66,707$717,249$783,956
Equipment$5,021$204,906$209,927
Leasehold Improvements$89,264$47,879$137,143

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$64,847-▲ $1$1$64,847
2019$64,847-▲ $2,446$2,446$64,847
2018$64,847-▲ $153$153$64,847
2017$64,847-▲ $108$108$64,847
2016$64,847-▲ $46$46$64,847
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda GerstleChief Executive OfficerFT$235,347$21,857$257,204
Jose BlackorbySr. Director of Research & DevFT$211,311$29,457$240,768
David GordonDirector of PublishingFT$184,521$20,482$205,003
Boris GoldowskyDirector of TechnologyFT$175,886$20,621$196,507
Carole LacyCFO & Director of Human ResourFT$170,507$20,930$191,437
Steven NordmarkDirector of Business DevelopmentFT$136,023$31,128$167,151
Tracey HallSenior Research ScientistFT$144,458$15,913$160,371
Wendy KeeneyFormer Chief Develop. OfficerFT$120,282$9,515$129,797

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
Michael YudinDirector
Anne Meyer EddFounder & Chief Educ. Des.
David H Rose EddFounder & Chief Educ. Offi
Stephen P CrosbyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Evergreen Evaluation & ConsultingConsultant16 BRADLEY BOW ROAD, Jericho, VT 05465$327,972
PromantusConsultant8521 SIX FORKS ROAD SUITE 108, Raleigh, NC 27615$224,501
Matthew BrambillaComputer Consultant17 CYPRESS STREET, Oxford, MA 01540$102,400
Revenue and Support

Revenue Composition

Contributions and Grants
$6,930,029
Program Service Revenue
$5,282,877
Investment Income
$802
Other Revenue
$61,557
All Other Contributions
$888,805
Change in Net Assets
$393,847

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,275,265
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$188,253
Total Revenue per Audited Statements
$12,463,518
Total Revenue per Form 990
$12,275,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,910,811
Other Expenses$4,970,607
Total Fundraising Expense$96,850
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,052,918$1,165,043$41,405$5,259,366
Other Employee Benefits$344,840$120,004$5,012$469,856
Current Officers, Directors, Trustees, and Key Employees-$414,563$36,171$450,734
Payroll Taxes$310,678$118,108$5,716$434,502
Occupancy$289,551$102,060$3,346$394,957
Pension Plan Contributions$232,939$60,808$2,606$296,353
All Other Expenses$83,353$111,755$517$195,625
Royalties$154,767--$154,767
Other Expenses$130,930$2,031-$132,961
Fees for Services Accounting-$41,950-$41,950
Depreciation Depletion-$41,529-$41,529
Travel$29,422$5,744-$35,166
Advertising$16,434$9,727-$26,161
Fees for Services Legal$8,076$15,501$1,478$25,055
Office Expenses$1,278$16,661-$17,939
Conferences and Meetings$11,043$1,319$599$12,961
Insurance-$9,024-$9,024
Fees for Services Lobbying$5,000--$5,000
Total Functional Expenses$9,035,401$2,749,167$96,850$11,881,418

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,881,418
Total Expenses per Audited Statements$11,881,418
Total Expenses per Form 990$11,881,418
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Customer Deposits$245,338
Deferred Rent$55,799
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 35% controlled entity
No
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
178 ALBION STREET NO 210, WAKEFIELD, MA 01880-3233

Signing Officer

Name
Lindsay E Jones
Title
Current CEO
Phone
7812452212
Signed
2022-08-08
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
Baker Tilly US 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, 2021, 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. The organization has not recognized any liabilities for uncertain tax positions or unrecognized benefits as of september 30, 2021. The organization does not expect any material change in uncertain tax benefits within the next 12 months.”

Raw XML AppendixShowing 400 of 765 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/OtherCompensationAmt1229457
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1320482
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1420621
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1515913
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1631128
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt179515
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL YUDIN
IRS990/Form990PartVIISectionAGrp/PersonNm1JIM WILLIAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm2LOGAN SMALLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBORAH P WABER EDD
IRS990/Form990PartVIISectionAGrp/PersonNm4DENISE C DECOSTE EDD
IRS990/Form990PartVIISectionAGrp/PersonNm5ELEAZAR VASQUEZ III PHD BCBA-D
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID H ROSE EDD
IRS990/Form990PartVIISectionAGrp/PersonNm7ANNE MEYER EDD
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHEN P CROSBY
IRS990/Form990PartVIISectionAGrp/PersonNm9SHELDON BERMAN ED D
IRS990/Form990PartVIISectionAGrp/PersonNm10LINDA GERSTLE
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROLE LACY
IRS990/Form990PartVIISectionAGrp/PersonNm12JOSE BLACKORBY
IRS990/Form990PartVIISectionAGrp/PersonNm13DAVID GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm14BORIS GOLDOWSKY
IRS990/Form990PartVIISectionAGrp/PersonNm15TRACEY HALL
IRS990/Form990PartVIISectionAGrp/PersonNm16STEVEN NORDMARK
IRS990/Form990PartVIISectionAGrp/PersonNm17WENDY KEENEY
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10235347
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11170507
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12211311
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13184521
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14175886
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15144458
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16136023
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17120282
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. OFFI
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/TitleTxt12SR. DIR. OF RESEARCH & DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIR. OF PUBLISHING
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIR. OF TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt15SENIOR RESEARCH SCIENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIR. OF BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17FORMER CHIEF DEVELOP. OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt06041224
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt012275265
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt025
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09024
IRS990/InsuranceGrp/TotalAmt09024
IRS990/InvestmentIncomeGrp/ExclusionAmt0802
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0802
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03049345
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03237645
IRS990/IRPDocumentCnt0133
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0970034
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0188224
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0160992
IRS990/LandBldgEquipCostOrOtherBssAmt01131026
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO TRANSFORM EDUCATION DESIGN AND PRACTICE TO ADDRESS VARIABILITY OF ALL LEARNERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05423482
IRS990/NetAssetsOrFundBalancesEOYAmt06005582
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0188253
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05041070
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05787797
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03346
IRS990/OccupancyGrp/ManagementAndGeneralAmt0102060
IRS990/OccupancyGrp/ProgramServicesAmt0289551
IRS990/OccupancyGrp/TotalAmt0394957
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016661
IRS990/OfficeExpensesGrp/ProgramServicesAmt01278
IRS990/OfficeExpensesGrp/TotalAmt017939
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020150
IRS990/OtherAssetsTotalGrp/EOYAmt020150
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05012
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0120004
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0344840
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0469856
IRS990/OtherExpensesGrp/Desc0CONSULTANTS
IRS990/OtherExpensesGrp/Desc1SUBCONTRACTORS
IRS990/OtherExpensesGrp/Desc2PROGRAM AND OFFICE SUPP
IRS990/OtherExpensesGrp/Desc3PROGRAMMERS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0408928
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1104412
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22031
IRS990/OtherExpensesGrp/ProgramServicesAmt01708931
IRS990/OtherExpensesGrp/ProgramServicesAmt11324310
IRS990/OtherExpensesGrp/ProgramServicesAmt2330931
IRS990/OtherExpensesGrp/ProgramServicesAmt3130930
IRS990/OtherExpensesGrp/TotalAmt02117859
IRS990/OtherExpensesGrp/TotalAmt11324310
IRS990/OtherExpensesGrp/TotalAmt2435343
IRS990/OtherExpensesGrp/TotalAmt3132961
IRS990/OtherLiabilitiesGrp/BOYAmt0136582
IRS990/OtherLiabilitiesGrp/EOYAmt0301137
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt041405
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01165043
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04052918
IRS990/OtherSalariesAndWagesGrp/TotalAmt05259366
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05716
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0118108
IRS990/PayrollTaxesGrp/ProgramServicesAmt0310678
IRS990/PayrollTaxesGrp/TotalAmt0434502
IRS990/PensionPlanContributionsGrp/FundraisingAmt02606
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt060808
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0232939
IRS990/PensionPlanContributionsGrp/TotalAmt0296353
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0895527
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0461462
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0145290
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0146384
IRS990/PrincipalOfficerNm0LINDA GERSTLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0CONSULTING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05282877
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05282877
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/ExpenseAmt0562455
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/ExpenseAmt03612453
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt05282877
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07361409
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05771
IRS990/PYOtherExpensesAmt03974846
IRS990/PYOtherRevenueAmt029646
IRS990/PYProgramServiceRevenueAmt03337137
IRS990/PYRevenuesLessExpensesAmt0-55195
IRS990/PYSalariesCompEmpBnftPaidAmt06814312
IRS990/PYTotalExpensesAmt010789158
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010733963
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0393847
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesGrp/ProgramServicesAmt0154767
IRS990/RoyaltiesGrp/TotalAmt0154767
IRS990/RoyaltiesRevenueGrp/ExclusionAmt061557
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt061557
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01529510
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02445619
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt018120
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt086855
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt063700
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt08670
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt06600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0183945
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06930029

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,625,258
Liabilities
$1,619,676
Net assets
$6,005,582
Revenue
$12,275,265
Expenses
$11,881,418
Net income
$393,847
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