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OFFICER 5.00 X X 0 0 0 ANNE MEYER EDD FOUNDER & CHIEF EDUC. DES. 5.00 X X 0 0 0 STEPHEN P CROSBY TREASURER 5.00 X X 0 0 0 SHELDON BERMAN ED D BOARD CHAIR 5.00 X X 0 0 0 LINDSAY E JONES CEO (SINCE 2/28/22) 40.00 X 0 0 0 CAROLE LACY CFO & DIR. OF HUMAN RESOURCES 40.00 X 176651 0 19283 DAVID GORDON CHIEF CONTENT OFFICER 40.00 X 192268 0 19657 BORIS GOLDOWSKY DIR. OF TECHNOLOGY 40.00 X 177361 0 18958 TRACEY HALL SENIOR RESEARCH SCIENTIST 40.00 X 145495 0 14669 JOSE BLACKORBY SR. DIR. OF RESEARCH & DEV 40.00 X 143053 0 19293 STEVEN NORDMARK DIR. 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THE LOBBYING EFFORTS INCLUDED SENDING LETTERS AND PUBLICATIONS TO GOVERNMENT OFFICIALS AND LEGISLATORS AND IDENTIFYING AND SECURING MEETINGS BETWEEN THE ORGANIZATION AND KEY OFFICIALS OF THE INCOMING WHITE HOUSE ADMINISTRATION AND 117TH CONGRESS. 64847 1 1 64847 64847 1 1 64847 64847 2446 2446 64847 64847 153 153 64847 64847 108 108 64847 1.00000 0 0 137143 67471 69672 209927 206914 3013 798253 740792 57461 130146 CUSTOMER DEPOSITS 157364 DEFERRED RENT 58226 215590 X 13526857 -581185 -581185 14108042 0 14108042 13742698 0 13742698 0 13742698 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 ORGANIZATION 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, 2022, 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, 2022. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. X 0 0 0 0 0 0 0 0 0 LINDA GERSTLE FORMER CEO (UNTIL 9/30/21) 216688 0 0 0 0 0 9463 0 6764 0 232915 0 0 0 DAVID GORDON CHIEF CONTENT OFFICER 192268 0 0 0 0 0 19400 0 257 0 211925 0 0 0 BORIS GOLDOWSKY DIR. OF TECHNOLOGY 177361 0 0 0 0 0 17635 0 1323 0 196319 0 0 0 CAROLE LACY CFO & DIR. OF HUMAN RESOURCES 176651 0 0 0 0 0 17839 0 1444 0 195934 0 0 0 STEVEN NORDMARK DIR. OF BUSINESS DEVELOPMENT 138063 0 0 0 0 0 7416 0 22715 0 168194 0 0 0 JOSE BLACKORBY SR. DIR. OF RESEARCH & DEV 143053 0 0 0 0 0 5683 0 13610 0 162346 0 0 0 TRACEY HALL SENIOR RESEARCH SCIENTIST 145495 0 0 0 0 0 14441 0 228 0 160164 0 0 0 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. 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. CAST VENTURES LLC 50 SALEM STREET BUILDING B SUITE 30 LYNNFIELD MA 01940 861390841 TO APPLY FOR ADDITIONAL GRANTS MA 0 0 CAST INC