2020-08-13T08:30:12-05:00 2019-09-30 043077056 MOODY FAMIGLIETTI & ANDRONICO LLP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2018-10-01 222746879 CAST INC CAST 7812452212 200 HARVARD MILL SQUARE NO 210 WAKEFIELD MA 018803233 LINDA GERSTLE CHIEF EXECUTIVE OFFICER 7812452212 2020-08-12 1 MATTHEW KALIL CPA MBA P01517069 9785575300 2020-08-12 64.27.39.203 2020-08-12 13:39:52 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 4141E4A5C25AD619B9DECADFBF31C872A80AFA19 2018 2020-11-06 18:47:13Z LINDA GERSTLE 200 HARVARD MILL SQUARE NO 210 WAKEFIELD MA 018803233 10530188 0 X WWW.CAST.ORG X 1986 MA TO EXPAND LEARNING OPPORTUNITIES FOR ALL INDIVIDUALS, ESPECIALLY THOSE WITH DISABILITIES, THROUGH THE RESEARCH AND DEVELOPMENT OF INNOVATIVE, TECHNOLOGY-BASED EDUCATIONAL RESOURCES AND STRATEGIES. 10 10 57 0 0 0 6470100 7558139 2928503 2920232 9219 13892 52109 37925 9459931 10530188 0 0 0 0 5343042 6370267 0 0 368423 4090244 4374290 9433286 10744557 26645 -214369 5992563 6169887 689477 882614 5303086 5287273 TO EXPAND LEARNING OPPORTUNITIES FOR ALL INDIVIDUALS, ESPECIALLY THOSE WITH DISABILITIES, THROUGH THE RESEARCH AND DEVELOPMENT OF INNOVATIVE, TECHNOLOGY-BASED EDUCATIONAL RESOURCES AND STRATEGIES. 0 0 5205772 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. 357475 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. 2309183 2920232 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. 7872430 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 1 120 0 1 57 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 200 HARVARD MILL SQUARE NO 210 WAKEFIELD MA 018803233 STEPHEN P CROSBY 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. OFFICER 5.00 X X 0 0 0 ANNE MEYER EDD FOUNDER & CHIEF EDUC. DES. 5.00 X X 0 0 0 PAUL B YELLIN MD FAAP TREASURER 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 222220 0 20017 CAROLE LACY CFO & DIR. OF HUMAN RESOUR 40.00 X 157408 0 19114 WENDY KEENEY CHIEF DEVELOPMENT OFFICER 40.00 X 177253 0 13198 JOSE BLACKORBY SR. DIR. OF RESEARCH & DEV 40.00 X 195626 0 21827 DAVID GORDON DIR. OF PUBLISHING 40.00 X 174130 0 18535 BORIS GOLDOWSKY DIR. OF TECHNOLOGY 40.00 X 165698 0 17911 TRACEY HALL SENIOR RESEARCH SCIENTIST 40.00 X 132040 0 14254 SHERRI WILCAUSKAS DIR. OF FEDERAL RELATIONS & ADV. 40.00 X 124863 0 19168 1349238 0 144024 13 0 1 0 EVERGREEN EVALUATION & CONSULTING 16 BRADLEY BOW ROAD JERICHO VT 05465 CONSULTANT 156167 1 6580084 978055 7558139 CONSULTING REVENUE 541610 2920232 2920232 2920232 13892 13892 37925 37925 10530188 2920232 0 51817 643319 38797 384275 220247 4656449 3628578 989826 38045 252085 197200 47926 6959 424430 310157 103337 10936 393984 275218 100558 18208 39650 6954 32696 39250 39250 29627 13121 11179 5327 49207 4043 45051 113 61164 61164 403391 286847 93800 22744 441234 364825 51471 24938 31787 22671 3861 5255 71635 71635 8497 8497 CONSULTANTS 1275284 934477 332857 7950 SUBCONTRACTORS 1267367 1267367 PROGRAM AND OFFICE SUPP 296190 274095 21525 570 PROGRAMMERS 130650 130650 229357 56266 165960 7131 10744557 7872430 2503704 368423 22644 38949 2059428 1594800 250000 1055171 1049498 121748 151788 1135973 926542 63458 209431 2649964 2855271 20150 20150 5992563 6169887 592763 726051 96714 156563 689477 882614 X 4730137 4748781 508102 473645 64847 64847 5303086 5287273 5992563 6169887 -214369 198556 0 X X 0 1 X 1 1 1 X 4887326 5265082 5179617 6470100 7558139 29360264 1868407 2239877 2613499 2928503 2920232 12570518 6755733 7504959 7793116 9398603 10478371 41930782 24766 7650 6600 8670 63700 111386 0 24766 7650 6600 8670 63700 111386 41819396 41394 37175 64555 61328 51817 256269 41394 37175 64555 61328 51817 256269 6797127 7542134 7857671 9459931 10530188 42187051 0.99130 0.99050 0.00610 0.00710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64847 153 153 64847 64847 108 108 64847 64847 46 46 64847 64847 3 3 64847 64847 3 3 64847 1.00000 0 0 129443 9246 120197 224783 214740 10043 781747 702556 79191 209431 CUSTOMER DEPOSITS 134728 DEFERRED RENT 21835 156563 X 10728744 198556 198556 10530188 0 10530188 10744557 0 10744557 0 10744557 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. X 0 0 0 0 0 0 0 0 0 LINDA GERSTLE CHIEF EXECUTIVE OFFICER 222220 0 0 0 0 0 11250 0 8767 0 242237 0 0 0 CAROLE LACY CFO & DIR. OF HUMAN RESOUR 157408 0 0 0 0 0 16064 0 3050 0 176522 0 0 0 WENDY KEENEY CHIEF DEVELOPMENT OFFICER 177253 0 0 0 0 0 4208 0 8990 0 190451 0 0 0 JOSE BLACKORBY SR. DIR. OF RESEARCH & DEV 195626 0 0 0 0 0 2172 0 19655 0 217453 0 0 0 DAVID GORDON DIR. OF PUBLISHING 174130 0 0 0 0 0 17413 0 1122 0 192665 0 0 0 BORIS GOLDOWSKY DIR. OF TECHNOLOGY 165698 0 0 0 0 0 16570 0 1341 0 183609 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.