CONCORD CONSORTIUM INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CONCORD CONSORTIUM INC (EIN 04-3254131)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-01-09
- IRS object ID
- 201940099349300619
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-09T10:02:52-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043254131 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONCORD CONSORTIUM INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONC | BusinessNameControlTxt |
| Phone | 9784053200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 LOVE LANE | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAD DORSEY | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 9784053200 | PhoneNum |
| Signature | 2018-12-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES WEBB CPA | PreparerPersonNm |
| PTIN | P01584539 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2018-12-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.141.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-12-13 | IPDt |
| IP Tm | 09:32:59 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 08613436F880F07E7F4AEA81ECD155255F41F76B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CB2B07AFD6767982BCB28B09646F6ACBACA35001 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHAD DORSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 LOVE LANE | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,332,423 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CONCORD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO IGNITE LARGE-SCALE IMPROVEMENTS IN TEACHING AND LEARNING THROUGH TECHNOLOGY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,947,129 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,954,599 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $157,441 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $375,787 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,269 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,790 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,798 | PYOtherRevenueAmt |
| CY Other Revenue | $247 | CYOtherRevenueAmt |
| PY Total Revenue | $9,129,637 | PYTotalRevenueAmt |
| CY Total Revenue | $9,332,423 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,865,117 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,023,042 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,062,836 | PYOtherExpensesAmt |
| CY Other Expenses | $4,359,483 | CYOtherExpensesAmt |
| PY Total Expenses | $8,927,953 | PYTotalExpensesAmt |
| CY Total Expenses | $9,382,525 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $201,684 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$50,102 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,787,926 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,905,577 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $586,208 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $753,961 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,201,718 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,151,616 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CONCORD CONSORTIUM IS A RESEARCH AND DEVELOPMENT ORGANIZATION DEDICATED TO TRANSFORMING EDUCATION THROUGH TECHNOLOGY. OUR MISSION IS TO IGNITE LARGE-SCALE IMPROVEMENTS IN TEACHING AND LEARNING THROUGH TECHNOLOGY. OUR 47 PROJECTS DEVELOPED FREELY AVAILABLE SCIENCE, MATH, AND ENGINEERING SOFTWARE AND CURRICULUM MATERIALS AND MADE THEM AVAILABLE UNDER OPEN SOURCE AND OPEN CONTENT LICENSES. THESE MATERIALS WERE ACCESSED THROUGH SEVERAL CONCORD CONSORTIUM WEBSITES BY OVER 2.7 MILLION UNIQUE USERS FROM 50 STATES AND 120 COUNTRIES (WITH MORE THAN 10 VISITS PER COUNTRY). IN FY2018, USERS LAUNCHED OVER 296,000 ACTIVITIES FROM OUR STEM RESOURCE FINDER (WITH OVER 68,000 VISITS PER MONTH TO THE SITE). OVER 29,000 TEACHERS AND 483,000 STUDENTS USED ALL OF OUR ACTIVITY PORTALS. OUR MOLECULAR WORKBENCH SOFTWARE HAS BEEN DOWNLOADED OVER 1.5 MILLION TIMES IN ITS HISTORY. OUR FREE BIANNUAL NEWSLETTER WAS MAILED TO OVER 6,000 SUBSCRIBERS AND THE ELECTRONIC VERSION WAS SENT TO OVER 26,000 SUBSCRIBERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $739,378 | ExpenseAmt |
| Desc | THE MAJOR GOAL OF THE INTEGRATING METEOROLOGY, MATHEMATICS, AND COMPUTATIONAL THINKING: RESEARCH ON STUDENTS' LEARNING AND USE OF DATA, MODELING, AND PREDICTION PRACTICES FOR WEATHER FORECASTING PROJECT (HTTPS://CONCORD.ORG/PRECIPITATING-CHANGE) IS TO HELP STUDENTS UNDERSTAND AND APPLY WEATHER-RELATED SCIENCE AND MATHEMATICS BY EMPLOYING CORE COMPUTATIONAL METHODS AND THINKING INVOLVING DATA, MODELS, AND PREDICTION. FEW PHENOMENA HAVE THE SALIENCE OF WEATHER IN OUR DAILY LIVES. METEOROLOGISTS MUST DEEPLY UNDERSTAND DATA QUALITY AND SAMPLING TRADE-OFFS, SPEAK THE "GRAMMAR" OF COMPUTATIONAL MODELS, AND BE ABLE TO CHARACTERIZE THE UNCERTAINTY OF MODEL PREDICTIONS. WEATHER AND WEATHER FORECASTING OFFER AN IDEAL MEDIUM FOR THE INTEGRATION OF SCIENCE, MATHEMATICS, AND COMPUTATIONAL THINKING, AND A PRIME OPPORTUNITY FOR POWERFUL, ENGAGING APPROACHES THAT SIGNIFICANTLY CHANGE THE PARADIGM FOR STEM EDUCATION. OUR RESEARCH FOCUSES ON ENACTED EXPERIENCES THAT LEAD TO SCIENCE, MATHEMATICS, AND COMPUTATIONAL THINKING CONTENT UNDERSTANDING AND PRACTICES, AS WELL AS LEARNING ENVIRONMENT DESIGNS THAT FOSTER AND SCAFFOLD THESE ENACTED EXPERIENCES EFFECTIVELY.THE CONCORD CONSORTIUM IN COLLABORATION WITH PARTNERS AT ARGONNE NATIONAL LABS, MILLERSVILLE UNIVERSITY, AND THE UNIVERSITY OF ILLINOIS, CHICAGO, DEDICATED SIGNIFICANT EFFORT TO THE CURRICULUM, ASSESSMENTS, AND TECHNOLOGY DEVELOPMENT DURING THE 2018 FISCAL YEAR. CURRICULUM. THE PROJECT DEVELOPED A MULTI-DAY, MULTI-LESSON CURRICULUM FOR MIDDLE SCHOOL STUDENTS. THE UNIT CONSISTS OF SIX NOVEL, HIGHLY INQUIRY-BASED LESSONS, PLACING STUDENTS INSIDE SIMULATED WEATHER PHENOMENA AND ENABLING THEM TO PLAY THE ROLE OF SCIENTIFIC EXPERTS. IN THIS ROLE, STUDENTS ACTIVELY EMPLOY COMPUTATIONAL THINKING (CT) PRACTICES AND SKILLS AND SCIENCE AND MATHEMATICS UNDERSTANDING AS THEY COLLECT AND ANALYZE INCOMING DATA, RUN AND REFINE WEATHER MODELS, AND MAKE AND EVALUATE PREDICTIONS-ALL WITHIN ONGOING, QUASI-REAL-TIME SITUATIONS. THE LESSONS ALIGN WITH MIDDLE SCHOOL EARTH AND SPACE SCIENCE - WEATHER AND CLIMATE OF THE NEXT GENERATION SCIENCE STANDARDS. A TEACHER GUIDE IS DESIGNED TO HELP TEACHERS FACILITATE PRODUCTIVE STUDENT SCIENCE DISCOURSE AND THE USE OF COMPUTATIONAL THINKING SKILLS. THE DESIGN ELEMENTS INCLUDE CLASSROOM-EMBEDDED PHENOMENA, EXPERIMENTATION WITH REAL-WORLD PHENOMENA, WIND TABLES, EXPLORATION VIA COMPUTER MODELING AND SIMULATION, AND THE USE OF AUTHENTIC DATA SETS FOR STUDENTS TO EXPLORE A WEATHER SITUATION HOLISTICALLY WHILE LEARNING A SPECIFIC COMPUTATIONAL THINKING PRACTICE.ASSESSMENTS. THE PROJECT HAS DEVELOPED PRE/POST-ASSESSMENTS TO EXAMINE STUDENT UNDERSTANDING OF WEATHER AND COMPUTATIONAL THINKING. IN ADDITION, THE ASSESSMENTS GATHERED IN THIS PAST PILOT YEAR HAD EMBEDDED ASSESSMENTS AND CLASSROOM OBSERVATIONS USING A PROTOCOL TO CODE WHEN COMPUTATIONAL THINKING OCCURRED DURING EACH LESSON. THE RESEARCH TEAM COLLECTED THIS DATA FOR TWO TEACHERS IN MEDFORD, MA, AND ONE TEACHER IN CHICAGO, IL, DURING THE PILOT YEAR. EACH TEACHER HAD BETWEEN THREE TO FOUR CLASSROOMS THAT PARTICIPATED IN THE STUDY. THE PROJECT WILL EXPAND TO INCLUDE THREE TEACHERS IN GROTON-DUNSTABLE, MA, ONE TEACHER IN MEDFORD, MA, AND TWO TEACHERS IN BARROW, AK.TECHNOLOGY. THE PROJECT DEVELOPED ONLINE WEATHER STATIONS THAT WERE USED BY STUDENTS TO PREDICT A WEATHER FRONT AS IT MOVED THROUGH THEIR CLASSROOM. STUDENTS WORKED WITHIN GROUPS TO MOVE TO DIFFERENT LOCATIONS TO PREDICT THE MOVEMENT OF A FRONT SO THAT THEY COULD PROVIDE A REALISTIC FORECAST FOR THE COMPLETE AREA. IN ADDITION, STUDENTS WERE PROVIDED WITH WIND TABLES THAT ALLOWED THEM TO MAP CHANGES IN WIND DIRECTION AND SPEED OVER AN AREA. SEVERAL SANDBOX MODELS WERE PRODUCED TO HELP STUDENTS MAKE THEIR FORECASTS MORE MEANINGFUL WHEN THEY WERE INTRODUCED TO LARGER DATA SETS. THIS YEAR, STUDENTS WILL BE RESPONDING ONLINE WITH THEIR OBSERVATIONS IN A STUDENT PORTAL THAT WILL BE ENHANCED WITH ADDITIONAL HINTS AND SCAFFOLDING. EACH OF THE STUDENT LESSONS WILL HAVE AN EMBEDDED ONLINE GLOSSARY ENHANCED WITH TEXT-TO-SPEECH AND MOVIES TO HELP STUDENTS WITH THE SCIENCE AND COMPUTATIONAL THINKING VOCABULARY PROVIDED IN THE CURRICULA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $602,585 | ExpenseAmt |
| Desc | THE MAJOR GOAL OF THE INQUIRYSPACE 2 PROJECT (HTTPS://CONCORD.ORG/INQUIRYSPACE) AT THE CONCORD CONSORTIUM (CC) IS TO MAKE IT POSSIBLE FOR ANY SCHOOL TO OFFER STUDENTS THE CHANCE TO EXPERIENCE THE EXCITING PRACTICE OF SCIENCE AS AN INTEGRAL PART OF SCIENCE LEARNING. WE HAVE SET THREE GOALS TO (1) REDUCE BARRIERS TO IMPLEMENTATION AND INCREASE EQUITABLE PARTICIPATION IN SCIENCE BY DEVELOPING TECHNOLOGIES THAT SUPPORT ENGAGEMENT IN EXPERIMENTAL DESIGN, DATA COLLECTION, AND ANALYSIS IN HIGH SCHOOL BIOLOGY, PHYSICS, AND CHEMISTRY CLASSES, (2) DEVELOP CURRICULAR MATERIALS THAT COHERENTLY SCAFFOLD STUDENTS IN DEVELOPING THE NECESSARY KNOWLEDGE, SKILLS, AND ABILITIES TO EXPLORE NATURAL PHENOMENA, AND (3) DEVELOP TEACHER MATERIALS TO SUPPORT A PEDAGOGICAL APPROACH THAT FACILITATES STUDENTS LEARNING THROUGH INDEPENDENT EXPERIMENTATION. SIGNIFICANT EFFORT HAS BEEN DEDICATED TO THE CURRICULUM, RESEARCH, AND TECHNOLOGY DEVELOPMENT DURING THE SECOND YEAR BY CC IN COLLABORATION WITH OUR PARTNER AT PHYSICS FRONT IN SANTA CRUZ, CA.CURRICULUM. DESIGN AND DEVELOPMENT OF THE CURRICULUM FOR INQUIRYSPACE 2 (IS2) REACHED THREE SIGNIFICANT MILESTONES DURING YEAR 2 OF THE PROJECT: (1) REVISION OF THE PHYSICS CURRICULUM MODULE FROM LAST YEAR, WHICH FOUR PHYSICS TEACHERS IMPLEMENTED IN FALL OF 2017, (2) DEVELOPMENT AND IMPLEMENTATION OF THE BIOLOGY MODULE, WHICH TWO BIOLOGY TEACHERS IMPLEMENTED IN THE SPRING OF 2018, AND (3) DEVELOPMENT OF A CURRICULUM DESIGN FRAMEWORK. SIGNIFICANT EFFORT ALSO WENT INTO RECRUITING TEACHERS AND PLANNING MORE EXTENSIVE PILOT TESTS IN THE 2018-2019 SCHOOL YEAR, INCLUDING THE HOSTING OF A SUMMER TEACHER WORKSHOP IN WHICH THREE BIOLOGY TEACHERS AND FIVE PHYSICS TEACHERS PARTICIPATED. RESEARCH. DURING THIS YEAR, ADDITIONAL INQUIRYSPACE 2 MILESTONES IN RESEARCH OCCURRED TO GATHER EVIDENCE OF STUDENT LEARNING OF SPECIFIC INQUIRY-BASED ACTIVITIES. RESEARCHERS MADE PROGRESS IN THE FOLLOWING: (1) DEVELOPED AND IMPLEMENTED THE PARAMETER SPACE REASONING INSTRUMENT ASSOCIATED WITH THE PHYSICS MODULE, (2) COLLECTED AND ANALYZED SCREENCAST VIDEO DATA FROM PHYSICS AND BIOLOGY MODULE IMPLEMENTATIONS, AND (3) DEVELOPED A RESEARCH FRAMEWORK FOR INQUIRYSPACE 2. IS2 WAS TESTED IN FIVE PILOT CLASSROOMS (TWO IN ME, TWO IN RI, AND ONE IN MA). CLASSROOM OBSERVATIONS, TEACHER FEEDBACK, AND PRELIMINARY ANALYSIS OF DATA COLLECTED BY CC RESEARCHERS INFORMED IMPROVEMENTS TO BOTH THE CURRICULUM AND THE TECHNOLOGY. TECHNOLOGY. WORK WAS DONE TO IMPROVE TECHNOLOGIES TO SUPPORT IS2 RESEARCH EFFORTS AND CURRICULUM MATERIAL DEVELOPMENT, INCLUDING (1) DEVELOPMENT OF THE PLUGIN MODULE OF THE MONTE CARLO BAYESIAN KNOWLEDGE TRACING (MC-BKT) ALGORITHM IN COLLABORATION WITH PHYSICS FRONT, WHICH WAS EMBEDDED IN THE PHYSICS MODULE, (2) ENHANCEMENTS TO IS2 ACTIVITIES TO ENSURE THAT THE SOFTWARE IS ABLE TO USE THE LATEST SENSORS AND SOME ADDITIONAL LEGACY INTERFACES FROM PASCO AND VERNIER, AND (3) INTEGRATION OF SIMULATION ACTIVITIES INTO OUR DATA SCIENCE LEARNING PLATFORM, CODAP. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $613,775 | ExpenseAmt |
| Desc | IN THE THIRD YEAR OF THE GENIGUIDE PROJECT (HTTPS://CONCORD.ORG/PROJECTS/GENIGUIDE), THE CONCORD CONSORTIUM (CC) COLLABORATED WITH PROJECT PARTNERS AT NORTH CAROLINE STATE UNIVERSITY (NCSU). THE PROJECT'S GOAL IS TO INVESTIGATE HOW TO BEST USE THE GUIDE INTELLIGENT TUTORING SYSTEM (ITS) TO SUPPORT STUDENTS AND TEACHERS AS THEY USE OUR GAME-LIKE GENETICS SOFTWARE, GENIVENTURE. THE GENIGUIDE ITS AND TEACHER DASHBOARD GIVE REAL-TIME FEEDBACK ON STUDENT PROGRESS THROUGH GENIVENTURE, IDENTIFYING PROBLEM AREAS AND PROVIDING BOTH TEACHERS AND STUDENTS WITH STRATEGIES FOR SUCCESS.THE DESIGN AND DEVELOPMENT OF THE GUIDE SYSTEM REACHED SEVERAL SIGNIFICANT MILESTONES DURING YEAR 3 OF THE PROJECT: (1) THE DEVELOPMENT, TESTING, AND REFINEMENT OF THE SIX LEVELS OF THE GENIVENTURE GAME WAS COMPLETED, (2) THE SIMPLE RULES-BASED ITS WAS REPLACED WITH A MORE INTELLIGENT, DATA-DRIVEN BAYESIAN KNOWLEDGE TRACING ITS, (3) REMEDIAL CHALLENGES WERE ADDED TO THE GAME TO HELP STUDENTS STRUGGLING WITH SPECIFIC CONCEPTS, AND (4) THE TEACHER DASHBOARD WAS EXPANDED TO TRACK AND DISPLAY NOT ONLY STUDENT PROGRESS AND PERFORMANCE, BUT ALSO STUDENT UNDERSTANDING OF THE ECD-BASED CONCEPTS. IN PREPARATION FOR CLASSROOM IMPLEMENTATIONS DURING THE 2018-2019 SCHOOL YEAR, EXTENSIVE TEACHER TRAINING AND CLASSROOM SUPPORT MATERIALS WERE DEVELOPED, RESEARCH INSTRUMENTS WERE REFINED, AND 10 TEACHERS WERE RECRUITED AND TRAINED IN A TWO-DAY PROFESSIONAL DEVELOPMENT WORKSHOP. ALL THE WORK ABOVE WAS INFORMED BY A SERIES OF DESIGN-TEST-REFINE CLASSROOM IMPLEMENTATIONS COMPLETED THROUGHOUT THE YEAR WITH PILOT TEACHERS IN A DIVERSE SET OF SCHOOLS LOCATED IN ME, NC, NJ, AND MA, AS WELL AS AT ONE INTENSIVE SUMMER CAMP IN THE BOSTON AREA. CLASSROOM OBSERVATIONS, TEACHER FEEDBACK, PRE/POST TEST DATA, AND THE ANALYSIS OF TRACE DATA DROVE IMPROVEMENTS TO VARIOUS COMPONENTS OF THE GUIDE SYSTEM FROM THE ITS TO THE GAME, TEACHER DASHBOARD, AND OTHER SUPPORT MATERIALS.FINALLY, WE HELD A TWO-DAY ADVISORY BOARD MEETING AT OUR OFFICE ON NOVEMBER 13-14, 2017. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,597,173 | ExpenseAmt |
| Revenue | $375,787 | RevenueAmt |
| Desc | THE CONCORD CONSORTIUM PRODUCED TECHNOLOGY-BASED CURRICULUM MATERIALS FOR SCIENCE, MATH, AND ENGINEERING FOR STUDENTS IN ELEMENTARY SCHOOL THROUGH COLLEGE. OUR MAJOR PROGRAMS PRODUCED DOZENS OF CURRICULAR UNITS AND ACTIVITIES SUPPORTING LEARNING IN PHYSICS, PHYSICAL SCIENCE, EARTH AND ENVIRONMENTAL SCIENCE, CHEMISTRY, BIOLOGY, MATHEMATICS, AND ENGINEERING. ASIDE FROM OUR MAJOR PROGRAMS, WE GATHERED AND INVESTIGATED RESEARCH DATA FROM 44 ADDITIONAL PROGRAMS THAT INFORM THE DEVELOPMENT AND REFINEMENT OF CURRICULUM MATERIALS, AND BENEFIT OTHER RESEARCHERS AND ORGANIZATIONS DEVELOPING EDUCATIONAL TECHNOLOGY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,597,173 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $375,787 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,552,911 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 133 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 46 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YU-LING WU CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9784053200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 LOVE LANE | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GOERY DELACOTE | |||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET HONEY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ROSE | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LEV SVIRIDOV | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DIEDERICH FRAMHEIN | |||||||
| TREASURER | 2.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LAUREN WALTERS | |||||||
| CHAIR | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHAD DORSEY | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $191,467 | $0 | $49,593 | Yes (X) | |
| KATE BYRNE | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LISA BUONCUORE | |||||||
| CLERK | 0.60 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KATHY HURLEY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KIM KASTENS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HELEN QUINN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAULETTE ALTMAIER | |||||||
| BOARD MEMBER | 0.70 | Yes (X) | $0 | $0 | $0 | ||
| YU-LING WU | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $154,462 | $0 | $38,227 | Yes (X) | ||
| CHARLES XIE | |||||||
| PI & SENIOR RESEARCHER | 40.00 | $131,242 | $0 | $30,196 | Yes (X) | ||
| WILLIAM FINZER | |||||||
| PI & SENIOR RESEARCHER | 40.00 | $131,523 | $0 | $12,802 | Yes (X) | ||
| CAROLYN STAUDT | |||||||
| PI & SENIOR DEVELOPER | 40.00 | $130,284 | $0 | $20,699 | Yes (X) | ||
| JENNIFER GOREE | |||||||
| SENIOR SOFTWARE & IT MANAG | 40.00 | $126,229 | $0 | $19,583 | Yes (X) | ||
| DAN DAMELIN | |||||||
| PI & SENIOR RESEARCHER | 40.00 | $118,234 | $0 | $12,193 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $983,441 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $183,293 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FABLEVISION | |||||
| 308 CONGRESS ST 6TH FL | BOSTON | MA | 02110 | CURRICULUM ACTIVITY DESIGN | $336,769 |
| DOUGLAS MARTIN ZOOPDOOP LLC | |||||
| 54 MAPLE ST | SHELBURNE FALLS | MA | 01370 | PROGRAMMING | $139,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $8,806,135 | GovernmentGrantsAmt |
| All Other Contributions | $148,464 | AllOtherContributionsAmt |
| Total Contributions | $8,954,599 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT REVENUE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $375,787 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $375,787 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $375,787 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,790 | TotalRevenueColumnAmt |
| Exclusion | $1,790 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $247 | TotalRevenueColumnAmt |
| Exclusion | $247 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,332,423 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $375,787 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,749 | TotalAmt |
| Program Services | $110,888 | ProgramServicesAmt |
| Management And General | $322,861 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,529,218 | TotalAmt |
| Program Services | $2,735,677 | ProgramServicesAmt |
| Management And General | $793,541 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,246 | TotalAmt |
| Program Services | $384,246 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,829 | TotalAmt |
| Program Services | $143,484 | ProgramServicesAmt |
| Management And General | $246,345 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,000 | TotalAmt |
| Program Services | $286,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,080 | TotalAmt |
| Management And General | $8,080 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,000 | TotalAmt |
| Management And General | $27,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,401,456 | TotalAmt |
| Program Services | $1,249,579 | ProgramServicesAmt |
| Management And General | $151,877 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,333 | TotalAmt |
| Program Services | $74,367 | ProgramServicesAmt |
| Management And General | $23,966 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,833 | TotalAmt |
| Program Services | $301,084 | ProgramServicesAmt |
| Management And General | $110,749 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,767 | TotalAmt |
| Program Services | $237,797 | ProgramServicesAmt |
| Management And General | $94,970 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,318 | TotalAmt |
| Program Services | $145,929 | ProgramServicesAmt |
| Management And General | $27,389 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,731 | TotalAmt |
| Program Services | $27,967 | ProgramServicesAmt |
| Management And General | $5,764 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,416 | TotalAmt |
| Program Services | $5,416 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,865 | TotalAmt |
| Management And General | $10,865 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUBCONTRACTORS | $1,678,787 | $1,678,787 | |
| PARTICIPANT SUPPORT | $145,574 | $145,574 | |
| MISCELLANEOUS | $24,074 | $21,436 | $2,638 |
| DUES AND SUBSCRIPTIONS | $8,249 | $4,680 | $3,569 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,382,525 | TotalAmt |
| Program Services | $7,552,911 | ProgramServicesAmt |
| Management And General | $1,829,614 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,184,556 | BOYAmt |
| EOY | $1,184,660 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,753 | BOYAmt |
| EOY | $579,287 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,393 | BOYAmt |
| EOY | $85,551 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $219,940 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $202,905 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,180 | BOYAmt |
| EOY | $17,035 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,544 | BOYAmt |
| EOY | $38,544 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,787,926 | BOYAmt |
| EOY | $1,905,577 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,208 | BOYAmt |
| EOY | $753,961 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,208 | BOYAmt |
| EOY | $753,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,303 | BOYAmt |
| EOY | $649,315 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,415 | BOYAmt |
| EOY | $502,301 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,201,718 | BOYAmt |
| EOY | $1,151,616 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,787,926 | BOYAmt |
| EOY | $1,905,577 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$50,102 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,976,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,535,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,106,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,813,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,954,599 | CurrentTaxYearAmt |
| Total | $34,386,549 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,976,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,535,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,106,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,813,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,954,599 | CurrentTaxYearAmt |
| Total | $34,386,549 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $273,432 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,113,117 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,670 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,996 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,037 | CurrentTaxYearAmt |
| Total | $90,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,477,034 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $299,389 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,865 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,864 | DepreciationAmt |
| Book Value | $2,001 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $152,930 | OtherCostOrOtherBasisAmt |
| Depreciation | $138,546 | DepreciationAmt |
| Book Value | $14,384 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,145 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,495 | DepreciationAmt |
| Book Value | $650 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,035 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,512,105 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $179,682 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $179,682 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,332,423 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,332,423 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,562,207 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $179,682 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $179,682 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,382,525 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,382,525 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT SEPTEMBER 30, 2018. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHAD DORSEY | ||||||||||||||
| PRESIDENT/CEO | $191,467 | $0 | $0 | $0 | $0 | $0 | $20,000 | $0 | $29,593 | $0 | $241,060 | $0 | $0 | $0 |
| YU-LING WU | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $154,462 | $0 | $0 | $0 | $0 | $0 | $16,000 | $0 | $22,227 | $0 | $192,689 | $0 | $0 | $0 |
| CHARLES XIE | ||||||||||||||
| PI & SENIOR RESEARCHER | $131,242 | $0 | $0 | $0 | $0 | $0 | $13,142 | $0 | $17,054 | $0 | $161,438 | $0 | $0 | $0 |
| CAROLYN STAUDT | ||||||||||||||
| PI & SENIOR DEVELOPER | $130,284 | $0 | $0 | $0 | $0 | $0 | $12,740 | $0 | $7,959 | $0 | $150,983 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | NO MINUTES ARE REQUIRED TO BE TAKEN FOR THE FINANCE COMMITTEE MEETING. THE TREASURER AND CFO REPORT WHAT IS DISCUSSED IN THE MEETING TO THE FULL BOARD AND THE MINUTES ARE TAKEN AT THIS TIME AND BECOME PART OF THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO SENDS THE FORM 990 TO THE BOARD FOR REVIEW AND DRAWS ATTENTION TO THE ITEMS WARRANTING ATTENTION BY THE BOARD MEMBERS. THE FINANCE COMMITTEE APPROVES THE FORM AND NO RESPONSE IS REQUIRED FROM THE REMAINING BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST POLICY FORM ON AN ANNUAL BASIS AND THE FORMS ARE REVIEWED BY THE FINANCE COMMITTEE BEFORE THE RECOMMENDATION IS MADE TO THE FULL BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE BOARD. THE COMPENSATION OF THE SENIOR MANAGERS ARE REVIEWED AND APPROVED BY THE CEO AND CFO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC IN MASSACHUSETTS ATTORNEY GENERAL'S OFFICE OR UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANT: PROGRAM SERVICE EXPENSES 1,249,579. MANAGEMENT AND GENERAL EXPENSES 151,877. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,401,456. |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTING FIRM. |
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