2021-08-13T13:17:00-05:00 2020-09-30 043077056 MOODY FAMIGLIETTI & ANDRONICO LLP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2019-10-01 222746879 CAST INC CAST 7812452212 178 ALBION STREET NO 210 WAKEFIELD MA 018803233 LINDA GERSTLE CHIEF EXECUTIVE OFFICER 7812452212 2021-07-19 1 MATTHEW KALIL CPA MBA P01517069 9785575300 2021-07-09 2019 2022-09-23 18:48:47Z X LINDA GERSTLE 178 ALBION STREET NO 210 WAKEFIELD MA 018803233 10733963 0 X WWW.CAST.ORG X 1986 MA TO TRANSFORM EDUCATION DESIGN AND PRACTICE TO ADDRESS VARIABILITY OF ALL LEARNERS. 10 10 59 0 0 0 7558139 7361409 2920232 3337137 13892 5771 37925 29646 10530188 10733963 0 0 0 0 6370267 6814312 0 0 454373 4374290 3974846 10744557 10789158 -214369 -55195 6169887 6602889 882614 1179407 5287273 5423482 TO TRANSFORM EDUCATION DESIGN AND PRACTICE TO ADDRESS VARIABILITY OF ALL LEARNERS. 0 0 4932315 FEDERAL GRANTS (INCLUDING SUB-RECIPIENT AWARDS): VARIOUS FEDERALLY FUNDED PROGRAMS FROM THE DOE AND NSF TO FURTHER RESEARCH AND DEVELOPMENT IN THE AREAS OF UNIVERSAL DESIGN AND PROMOTE ACCESS TO THE GENERAL CURRICULUM BY ALL LEARNERS. 318844 FOUNDATION 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. 2600313 3337137 CONSULTING, 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. 7851472 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 171 0 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 0 MA X THE ORGANIZATION 7812452212 178 ALBION STREET NO 210 WAKEFIELD MA 018803233 MICHAEL YUDIN DIRECTOR 5.00 X 0 0 0 JIM WILLIAMSON DIRECTOR 5.00 X 0 0 0 LOGAN SMALLEY DIRECTOR 5.00 X 0 0 0 DEBORAH P WABER EDD DIRECTOR 5.00 X 0 0 0 DENISE C DECOSTE EDD DIRECTOR 5.00 X 0 0 0 ELEAZAR VASQUEZ III PHD BCBA-D DIRECTOR 5.00 X 0 0 0 DAVID H ROSE EDD FOUNDER & CHIEF EDUC. OFFI 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 (SINCE 10/8/2019) 5.00 X X 0 0 0 PAUL B YELLIN MD FAAP TREASURER (UNTIL 10/7/2019) 5.00 X X 0 0 0 SHELDON BERMAN ED D BOARD CHAIR 5.00 X X 0 0 0 LINDA GERSTLE CHIEF EXECUTIVE OFFICER 40.00 X 237759 0 21591 CAROLE LACY CFO & DIR. OF HUMAN RESOUR 40.00 X 165759 0 19945 WENDY KEENEY CHIEF DEVELOPMENT OFFICER 40.00 X 181533 0 17113 JOSE BLACKORBY SR. DIR. OF RESEARCH & DEV 40.00 X 206150 0 26941 DAVID GORDON DIR. OF PUBLISHING 40.00 X 181234 0 19403 BORIS GOLDOWSKY DIR. OF TECHNOLOGY 40.00 X 170859 0 18321 TRACEY HALL SENIOR RESEARCH SCIENTIST 40.00 X 139542 0 15044 SHERRI WILCAUSKAS DIR. OF FEDERAL RELATIONS 40.00 X 128348 0 22029 1411184 0 160387 18 0 1 0 EVERGREEN EVALUATION & CONSULTING 16 BRADLEY BOW ROAD JERICHO VT 05465 CONSULTANT 323916 PROMANTUS 8521 SIX FORKS ROAD SUITE 108 RALEIGH NC 27615 CONSULTANT 199501 2 6616728 744681 7361409 CONSULTING REVENUE 541610 3337137 3337137 3337137 5771 5771 29646 29646 10733963 3337137 0 35417 612890 3780 436835 172275 5081491 3734891 1182771 163829 287256 212442 62281 12533 425615 295767 112003 17845 407060 269809 113968 23283 16246 3859 10627 1760 42667 2300 40367 58008 45342 2012 10654 25366 2240 22695 431 80666 80666 384942 260750 103811 20381 201277 153518 27811 19948 16481 10114 2887 3480 43204 43204 8890 8890 CONSULTANTS 1360499 1214980 144336 1183 SUBCONTRACTORS 1179055 1179055 PROGRAM AND OFFICE SUPP 233231 218014 15012 205 PROGRAMMERS 128350 111850 16500 195964 52095 137303 6566 10789158 7851472 2483313 454373 38949 23475 1594800 1529510 250000 895527 1049498 751368 151788 145290 1145639 957415 209431 188224 2855271 3049345 20150 20150 6169887 6602889 726051 1042825 156563 136582 882614 1179407 X 4748781 5041070 538492 382412 5287273 5423482 6169887 6602889 -55195 191404 0 X X 0 1 X 1 1 1 X 5265082 5179617 6470100 7558139 7361409 31834347 2239877 2613499 2928503 2920232 3337137 14039248 7504959 7793116 9398603 10478371 10698546 45873595 7650 6600 8670 63700 86855 173475 0 7650 6600 8670 63700 86855 173475 45700120 37175 64555 61328 51817 35417 250292 37175 64555 61328 51817 35417 250292 7542134 7857671 9459931 10530188 10733963 46123887 0.99080 0.99130 0.00540 0.00610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64847 2446 2446 64847 64847 153 153 64847 64847 108 108 64847 64847 46 46 64847 64847 3 3 64847 1.00000 0 0 137143 28288 108855 212452 205422 7030 796044 723705 72339 188224 CUSTOMER DEPOSITS 92913 DEFERRED RENT 43669 136582 X 10925367 191404 191404 10733963 0 10733963 10789158 0 10789158 0 10789158 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, 2020, 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. X 0 0 0 0 0 0 0 0 0 LINDA GERSTLE CHIEF EXECUTIVE OFFICER 237759 0 0 0 0 0 12000 0 9591 0 259350 0 0 0 CAROLE LACY CFO & DIR. OF HUMAN RESOUR 165759 0 0 0 0 0 16836 0 3109 0 185704 0 0 0 WENDY KEENEY CHIEF DEVELOPMENT OFFICER 181533 0 0 0 0 0 9270 0 7843 0 198646 0 0 0 JOSE BLACKORBY SR. DIR. OF RESEARCH & DEV 206150 0 0 0 0 0 5450 0 21491 0 233091 0 0 0 DAVID GORDON DIR. OF PUBLISHING 181234 0 0 0 0 0 18223 0 1180 0 200637 0 0 0 BORIS GOLDOWSKY DIR. OF TECHNOLOGY 170859 0 0 0 0 0 17086 0 1235 0 189180 0 0 0 TRACEY HALL SENIOR RESEARCH SCIENTIST 139542 0 0 0 0 0 13940 0 1104 0 154586 0 0 0 SHERRI WILCAUSKAS DIR. OF FEDERAL RELATIONS 128348 0 0 0 0 0 13161 0 8868 0 150377 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.