2019-08-15T08:04:13-05:00 2018-09-30 043077056 MOODY FAMIGLIETTI & ANDRONICO LLP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2017-10-01 222746879 CAST INC CAST 7812452212 200 HARVARD MILLS SQUARE NO 210 WAKEFIELD MA 018803233 LINDA GERSTLE CHIEF EXECUTIVE OFFICER 7812452212 2019-08-14 1 MATTHEW KALIL CPA MBA P01517069 9785575300 64.27.39.203 2019-08-14 12:27:36 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 EDAF3DB89B7B55558469D10C8533F551A9A60E21 2017 2019-02-21 02:37:17Z X LINDA GERSTLE 200 HARVARD MILLS SQUARE NO 210 WAKEFIELD MA 018803233 9459931 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. 8 7 51 0 0 0 5179617 6470100 2613499 2928503 4937 9219 59618 52109 7857671 9459931 0 0 0 0 4960739 5343042 0 0 381079 3480493 4090244 8441232 9433286 -583561 26645 5916691 5992563 696221 689477 5220470 5303086 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 4244587 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. 607638 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. 2015107 2928503 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. 6867332 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 1 109 0 1 51 1 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 0 MA X THE ORGANIZATION 7812452212 200 HARVARD MILLS 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 DIRECTOR 5.00 X 0 0 0 DAVID ROSE FOUNDER/CHIEF EDUC OFF (THRU 7/28/17) 40.00 X X 56314 0 6795 ANNE MEYER FOUNDER & CHIEF EDUC. DES. 5.00 X X 0 0 0 PAUL YELLIN TREASURER 5.00 X X 0 0 0 SHELDON BERMAN BOARD CHAIR 5.00 X X 0 0 0 LINDA GERSTLE CHIEF EXECUTIVE OFFICER 40.00 X 222498 0 6854 CAROLE LACY CFO & DIR. OF HUMAN RESOURCES 40.00 X 149457 0 22882 JOSE BLACKORBY SR. DIR. OF RESEARCH & DEVELOPMENT 40.00 X 191038 0 18250 DAVID GORDON DIR. OF PUBLISHING 40.00 X 171531 0 18036 BORIS GOLDOWSKY DIR. OF TECH. 40.00 X 161225 0 17659 LISA POLLER DIR. OF STRATEGIC ADV. 40.00 X 148277 0 22898 TRACEY HALL SENIOR RESEARCH SCIENTIST 40.00 X 128388 0 13340 1228728 0 126714 11 0 1 0 SCHOOLHOUSE PARTNERS 112 S ROYAL ST SUITE D ALEXANDRIA VA 22314 CONSULTANT 233445 EMPIRICAL EDUCATION 425 SHERMAN AVE SUITE 210 PALO ALTO CA 94306 CONSULTANT 226400 2 5235528 1234572 6470100 CONSULTING REVENUE 541610 2928503 2928503 2928503 9219 9219 52109 52109 9459931 2928503 0 61328 420895 40966 379929 4019635 2933644 816314 269677 198497 149080 35756 13661 373167 259339 90182 23646 330848 223309 87275 20264 11078 1293 9785 39193 39193 36264 33234 2930 100 38399 6958 31349 92 153399 113410 39822 167 57935 57935 381288 264838 98713 17737 309193 225042 66940 17211 23444 16130 3188 4126 114601 114601 7938 7938 CONSULTANTS 1640178 1389999 246196 3983 SUBCONTRACTORS 725084 725084 PROGRAM AND OFFICE SUPP 270074 245873 23222 979 PROGRAMMERS 126913 126863 50 155263 54335 91492 9436 9433286 6867332 2184875 381079 31691 22644 2025781 2059428 45420 0 917915 1055171 106300 121748 1741725 1678267 179751 63458 2589683 2649964 20150 20150 5916691 5992563 587903 592763 108318 96714 696221 689477 X 5035186 4730137 120437 508102 64847 64847 5220470 5303086 5916691 5992563 26645 55971 0 X X 0 1 X 1 1 1 X 5508835 4887326 5265082 5179617 6470100 27310960 1675997 1868407 2239877 2613499 2928503 11326283 7184832 6755733 7504959 7793116 9398603 38637243 44185 24766 7650 6600 8670 91871 0 44185 24766 7650 6600 8670 91871 38545372 72601 41394 37175 64555 61328 277053 72601 41394 37175 64555 61328 277053 7257433 6797127 7542134 7857671 9459931 38914296 0.99050 0.98710 0.00710 0.00800 X 64847 108 108 64847 64847 46 46 64847 64847 3 3 64847 64847 3 3 64847 64847 6 6 64847 1.00000 0 0 693506 692742 764 346537 336971 9566 701682 648554 53128 63458 CUSTOMER DEPOSITS 96714 96714 X 9515902 55971 55971 9459931 0 9459931 9433286 0 9433286 0 9433286 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 UNRELATED TRADE OR BUSINESS INCOME. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY LIABILITIES ASSOCIATED WITH UNRELATED TRADE OR BUSINESS INCOME AND, AS A RESULT, NO PROVISION FOR INCOME TAXES IS PRESENTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. 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 222498 0 0 0 0 0 0 0 6854 0 229352 0 0 0 CAROLE LACY CFO & DIR. OF HUMAN RESOURCES 149457 0 0 0 0 0 15375 0 7507 0 172339 0 0 0 JOSE BLACKORBY SR. DIR. OF RESEARCH & DEVELOPMENT 191038 0 0 0 0 0 0 0 18250 0 209288 0 0 0 DAVID GORDON DIR. OF PUBLISHING 171531 0 0 0 0 0 17153 0 883 0 189567 0 0 0 BORIS GOLDOWSKY DIR. OF TECH. 161225 0 0 0 0 0 16123 0 1536 0 178884 0 0 0 LISA POLLER DIR. OF STRATEGIC ADV. 148277 0 0 0 0 0 4857 0 18041 0 171175 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 IN JANUARY 2018, THE BOARD OF DIRECTORS AMENDED THE BYLAWS BY UNANIMOUS WRITTEN CONSENT TO TO ALLOW FOUNDING DIRECTORS TO SERVE UNELECTED WITHOUT TERM LIMITS AS VOTING DIRECTORS; REMOVE FOUNDING DIRECTORS FROM EX-OFFICIO VOTING MEMBERS OF COMMITTEES; TO APPOINT THE CHAIRMAN OF THE BOARD FOR THE SUPERVISION OF THE CHIEF EXECUTIVE OFFICER IN COLLABORATION WITH THE EXECUTIVE COMMITTEE; AND TO APPOINT THE BOARD OF DIRECTORS TO PERFORM AN ANNUAL REVIEW OF THE CHIEF EXECUTIVE OFFICER. 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.