2025-08-13T13:23:54-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990 2023-10-01 222746879 CAST INC CAST 7812452212 50 SALEM STREET BUILDING B 303 LYNNFIELD MA 019400030 LINDSAY E JONES CHIEF EXECUTIVE OFFICER 7812452212 2025-08-07 1 1 CATHERINE PETERCSAK P01357092 5167472000 2025-08-07 2023 2025-03-06 01:10:19Z LINDSAY E JONES 50 SALEM STREET BUILDING B 303 LYNNFIELD MA 019400030 14222419 0 X WWW.CAST.ORG X 1986 MA CAST LEADS, INSPIRES, AND CONVENES A GLOBAL COMMUNITY TO DESIGN EQUITABLE, INCLUSIVE LEARNING EXPERIENCES THROUGH OUR UNIVERSAL DESIGN FOR LEARNING FRAMEWORK. 14 14 77 14 0 0 8337823 7553167 8069536 6568601 38591 36029 85225 64622 16531175 14222419 0 0 0 0 8805012 9116925 0 0 395287 7309472 5951326 16114484 15068251 416691 -845832 8790587 7496880 2647937 1638152 6142650 5858728 CAST LEADS, INSPIRES, AND CONVENES A GLOBAL COMMUNITY TO DESIGN EQUITABLE, INCLUSIVE LEARNING EXPERIENCES THROUGH OUR UNIVERSAL DESIGN FOR LEARNING FRAMEWORK. 0 0 5197510 6568601 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. 5033680 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. 1031709 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. 11262899 1 1 0 1 0 0 0 0 0 1 1 0 0 1 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 1 214 0 77 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 0 MA AL AK AR CA CO CT FL HI IL KS KY ME MD MI MN MS NV NH NJ NM NY ND OH OK OR PA RI SC TN UT VA WA WV WI GA NC TX X KELLY BLACKBURN 7812452212 50 SALEM STREET BUILDING B 303 LYNNFIELD MA 019400030 DAVID H ROSE EDD FOUNDER & CHIEF EDUC. OFFICER 5.00 X X 0 0 0 ANNE MEYER EDD FOUNDER & CHIEF EDUC. DES. 5.00 X X 0 0 0 SHELDON BERMAN ED D BOARD CHAIR 10.00 X X 0 0 0 ELEAZAR VASQUEZ III PHD BCBA-D TREASURER 10.00 X X 0 0 0 STEPHEN P CROSBY DIRECTOR 5.00 X 0 0 0 DENISE C DECOSTE EDD DIRECTOR 5.00 X 0 0 0 KARLA ESTRADA EDD DIRECTOR 5.00 X 0 0 0 DEVONE HOLT DIRECTOR 5.00 X 0 0 0 KRISTINA ISHMAEL DIRECTOR (SINCE FEB '24) 5.00 X 0 0 0 LARON SCOTT DIRECTOR (SINCE DEC '23) 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 JIM WILLIAMSON DIRECTOR 5.00 X 0 0 0 MICHAEL YUDIN DIRECTOR 5.00 X 0 0 0 LINDSAY E JONES CEO 40.00 X 286404 0 24757 CAROLE LACY CFO & DIR OF HR (UNTIL DEC 23) 40.00 X 194355 0 19911 KELLY BLACKBURN DIR. OF FINANCE (SINCE FEB 24) 40.00 X 48515 0 257 DAVID GORDON CHIEF CONTENT OFFICER 40.00 X 201952 0 13621 TARA ELIZABETH FOX CHIEF RESEARCH & DEV.OFFICER 40.00 X 202024 0 24210 JENNIFER A LEVINE CHIEF ACADEMIC OFFICE, PREK-12 40.00 X 175234 0 42125 CATHERINE I JOHNSTON CF POST SECONDARY/WORKFORCE DEVELOPMENT OFFICER 40.00 X 161403 0 18642 STEVEN NORDMARK DIR. OF BUSINESS DEVELOPME 40.00 X 157651 0 35941 CYNTHIA L CURRY DIRECTOR OF TECHNICAL ASSISTANCE 40.00 X 158333 0 14368 TRACEY E HALL SENIOR RESEARCH SCIENTIST 40.00 X 156746 0 15849 KIM A DUCHARME DIR. EDU. USER EXPERIENCE DESIGN 40.00 X 146070 0 23625 SHERRI WILCAUSKAS DIR. OF GRANTS FOR RESEARCH/DEVELOPMENT 40.00 X 143955 0 23504 2032642 0 256810 33 0 1 0 EVERGREEN EVALUATION & CONSULTING 435 ZEPHYR ROAD WILLISTON VT 05495 EVALUATION SERVICES ON FED. GRANTS 254386 APPLIED ENGINEERING MANAGEMENT CORP PO BOX 1263 CAMARILLO CA 93011 CONTENT EXPERT & CONSULTANT ON AEM FED. 205682 EDUCATION DEVELOPMENT CENTER INC 300 5TH AVENUE SUITE 2010 WALTHAM MA 02451 EVALUATION SERVICES ON FED. GRANTS 203746 AXELERANT TECHNOLOGIES INC 68 HARRISON AVE SUITE 605 PMB 64 BOSTON MA 02111 LEARNING MGMT SYSTEM SUPPORT & MAINTENAN 159025 RENNIE CENTER FOR EDUCATION RESEARCH & P 45 TEMPLE PLACE 3RD FL BOSTON MA 02111 CONTENT EXPERT & CONSULTANT ON STATE CON 130000 6 6314683 1238484 7553167 CONSULTING REVENUE 541610 6568601 6568601 6568601 36029 36029 64622 64622 14222419 6568601 0 100651 1343694 659363 624674 59657 6326472 4642168 1494793 189511 319840 232967 76943 9930 556991 394070 143090 19831 569928 395327 156002 18599 47419 4362 33036 10021 61477 61477 5000 5000 68759 65222 3537 23338 16155 7066 117 38657 16679 21978 115894 115894 56997 56997 811459 643621 161359 6479 64030 64030 13474 13474 CONSULTANTS 3346766 2982902 286464 77400 PROGRAM AND OFFICE SUPP 707614 683654 22528 1432 DUES AND PUBLICATIONS 327136 153468 171358 2310 SUBCONTRACTORS 252047 252047 11259 11259 15068251 11262899 3410065 395287 40716 83461 2179155 1344147 1054605 466130 943564 1259306 249026 265029 1025288 847009 86342 178279 3564487 3517259 672692 383269 8790587 7496880 1395055 1022771 1252882 615381 2647937 1638152 X 5237144 5073756 905506 784972 6142650 5858728 8790587 7496880 -845832 561910 0 X 0 1 X 1 1 1 X 7361409 6930029 6895747 8337823 7553167 37078175 3337137 5282877 7061010 8069536 6568601 30319161 10698546 12212906 13956757 16407359 14121768 67397336 86855 333692 257458 407235 323511 1408751 2424979 2424979 86855 333692 257458 407235 2748490 3833730 63563606 35417 62359 151285 123816 100651 473528 35417 62359 151285 123816 100651 473528 10733963 12275265 14108042 16531175 14222419 67870864 0.93650 0.97440 0.00700 0.00660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 5000 0 0 5000 0 PART II-B, LINE 1: THE ORGANIZATION CONTRACTED WITH A CONSULTING FIRM, STRIDE POLICY SOLUTIONS, DURING THE YEAR ENDING SEPTEMBER 30, 2024 THAT INCURRED LOBBYING EXPENSES IN THE AMOUNT OF $5,000 THAT PROMOTED THE ORGANIZATION'S UNIVERSAL DESIGN FOR LEARNING FRAMEWORK. 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 119TH CONGRESS. 64847 200 200 64847 64847 260 260 64847 64847 1 1 64847 64847 1 1 64847 64847 2446 2446 64847 0.00000 1.00000 0.00000 0 0 137143 106655 30488 71605 71605 0 816540 668749 147791 178279 SECURITY DEPOSIT 22250 OPERATING LEASE RIGHT-OF-USE ASSET 361019 383269 CUSTOMER DEPOSITS 98285 OPERATING LEASE LIABILITY 517096 615381 X 14784329 561910 561910 14222419 0 14222419 15068251 0 15068251 0 15068251 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, 2024, 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, 2024. 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 LINDSAY E JONES CEO 286404 0 0 0 0 0 11202 0 13555 0 311161 0 0 0 TARA ELIZABETH FOX CHIEF RESEARCH & DEV.OFFICER 202024 0 0 0 0 0 10500 0 13710 0 226234 0 0 0 JENNIFER A LEVINE CHIEF ACADEMIC OFFICE, PREK-12 175234 0 0 0 0 0 18500 0 23625 0 217359 0 0 0 DAVID GORDON CHIEF CONTENT OFFICER 201952 0 0 0 0 0 13364 0 257 0 215573 0 0 0 CAROLE LACY CFO & DIR OF HR (UNTIL DEC 23) 194355 0 0 0 0 0 19563 0 348 0 214266 0 0 0 STEVEN NORDMARK DIR. OF BUSINESS DEVELOPME 157651 0 0 0 0 0 12560 0 23381 0 193592 0 0 0 CATHERINE I JOHNSTON CF POST SECONDARY/WORKFORCE DEVELOPM 161403 0 0 0 0 0 16154 0 2488 0 180045 0 0 0 CYNTHIA L CURRY DIRECTOR OF TECHNICAL ASSISTANCE 158333 0 0 0 0 0 14111 0 257 0 172701 0 0 0 TRACEY E HALL SENIOR RESEARCH SCIENTIST 156746 0 0 0 0 0 15621 0 228 0 172595 0 0 0 KIM A DUCHARME DIR. EDU. USER EXPERIENCE DESIGN 146070 0 0 0 0 0 0 0 23625 0 169695 0 0 0 SHERRI WILCAUSKAS DIR. OF GRANTS FOR RESEARCH/DEVELOPM 143955 0 0 0 0 0 14589 0 8915 0 167459 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. ALL DECISIONS REGARDING COMPENSATION ARE DOCUMENTED IN WRITING. 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.