2017-05-12T14:34:03-05:00 2016-09-30 043077056 MOODY FAMIGLIETTI & ANDRONICO LLP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2015-10-01 222746879 CAST INC CAST 7812452212 40 HARVARD MILLS SQUARE NO 3 WAKEFIELD MA 018803233 DAVID ROSE FOUNDER & CHIEF EDUCATION OFFICER 7812452212 2017-05-12 1 JOYCE RIPIANZI CPA P00548581 9785575300 2015 2021-01-29 14:40:06Z DAVID ROSE 40 HARVARD MILLS SQUARE NO 3 WAKEFIELD MA 018803233 7542134 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. 12 10 50 0 0 0 4887326 5265082 1868407 2239877 1145 2481 40249 34694 6797127 7542134 0 0 0 0 4455700 4592926 0 0 193545 2220349 2990946 6676049 7583872 121078 -41738 6191612 6326295 576816 602048 5614796 5724247 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 3517852 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. 72174 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. 1961612 2239877 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. 5551638 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 1 125 0 1 50 1 0 0 0 0 0 0 0 0 X 12 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 40 HARVARD MILLS SQUARE NO 3 WAKEFIELD MA 018803233 DAVID ROSE FOUNDER & CHIEF EDUCATION 40.00 X X 94439 0 10880 ANNE MEYER FOUNDER & DIRECTOR 5.00 X 0 0 0 STEPHEN P CROSBY DIRECTOR 5.00 X 0 0 0 JIM WILLIAMSON DIRECTOR 5.00 X X 0 0 0 CURTIS RICHARDS DIRECTOR 5.00 X 0 0 0 ANNE E SCHNEIDER DIRECTOR 5.00 X 0 0 0 PAUL YELLIN TREASURER 5.00 X 0 0 0 LOGAN SMALLEY DIRECTOR 5.00 X 0 0 0 MARKAY WINSTON DIRECTOR 5.00 X 0 0 0 RICHARD WEISSBOURD DIRECTOR (THRU OCT 2015) 5.00 X 0 0 0 SHELDON BERMAN BOARD CHAIR 5.00 X X 0 0 0 DAVID FLINK DIRECTOR 5.00 X 0 0 0 DEBORAH P WABER DIRECTOR 5.00 X 0 0 0 LISA POLLER DIR. OF STRATEGIC ADV/FORMER CO-PRESIDENT 40.00 X 148734 0 27529 GABRIELLE SCHLICHTMANN FORMER DIR.OF RESEARCH/FORMER CO-PRESIDENTF 40.00 X 152041 0 13280 ADA SULLIVAN INTERIM CEO 40.00 X 126615 0 27915 CAROLE LACY CFO 40.00 X 128156 0 19933 DAVID GORDON DIR. OF PUBLISHING 40.00 X 149627 0 15449 WILLIAM STAHL PROJ. DIR./ SR. POLICY ANA 40.00 X 134968 0 16891 BORIS GOLDOWSKY DIR. OF TECH. 40.00 X 153488 0 16811 TRACEY HALL SENIOR RESEARCH SCIENTIST 40.00 X 122638 0 12750 1210706 0 161438 11 0 1 0 0 4477256 787826 5265082 CONSULTING REVENUE 541610 2239877 2239877 2239877 2481 2481 34694 34694 7542134 2239877 0 37175 427599 89217 338382 3382754 2587081 645456 150217 235694 185523 39283 10888 256892 209370 44765 2757 289987 205891 72497 11599 5945 1535 4410 32000 32000 6419 6329 90 67690 6443 61247 54079 40041 14038 43675 43675 377330 276091 88601 12638 326607 262085 64067 455 9894 9081 515 298 160247 9489 150758 8369 8369 CONSULTANTS 1102983 945698 157285 SUBCONTRACTORS 365450 365450 PROGRAM AND OFFICE SUPP 202411 181247 20962 202 PROGRAMMERS 78000 78000 149847 49392 95964 4491 7583872 5551638 1838689 193545 74725 94205 2411875 2341723 149088 148911 598987 772004 87560 117005 1885232 1562811 491527 322421 2357700 2509876 20150 20150 6191612 6326295 395692 441034 181124 161014 576816 602048 X 5356055 5370885 193894 288515 64847 64847 5614796 5724247 6191612 6326295 -41738 151189 0 X X 0 1 X 1 1 1 X 4789166 6185561 5508835 4887326 5265082 26635970 2031228 1747481 1675997 1868407 2239877 9562990 6820394 7933042 7184832 6755733 7504959 36198960 15000 100807 44185 24766 184758 761727 319810 24565 1106102 776727 420617 44185 24766 24565 1290860 34908100 81218 83461 72601 41394 37175 315849 81218 83461 72601 41394 37175 315849 6901612 8016503 7257433 6797127 7542134 36514809 0.95600 0.95320 0.00860 0.01070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64847 3 3 64847 64847 3 3 64847 64847 6 6 64847 64847 16 16 64847 64847 20 20 64847 1.00000 0 0 693506 659248 34258 490044 425320 64724 701682 478243 223439 322421 CUSTOMER DEPOSITS 145276 DEFERRED RENT 15738 161014 X 7693323 151189 151189 7542134 0 7542134 7583872 0 7583872 0 7583872 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 LISA POLLER DIR. OF STRATEGIC ADV/FORMER CO-PRES 148734 0 0 0 0 0 9969 0 17560 0 176263 0 0 0 GABRIELLE SCHLICHTMANN FORMER DIR.OF RESEARCH/FORMER CO-PRE 152041 0 0 0 0 0 0 0 13280 0 165321 0 0 0 ADA SULLIVAN INTERIM CEO 126615 0 0 0 0 0 13418 0 14497 0 154530 0 0 0 DAVID GORDON DIR. OF PUBLISHING 149627 0 0 0 0 0 14963 0 486 0 165076 0 0 0 WILLIAM STAHL PROJ. DIR./ SR. POLICY ANA 134968 0 0 0 0 0 13497 0 3394 0 151859 0 0 0 BORIS GOLDOWSKY DIR. OF TECH. 153488 0 0 0 0 0 15349 0 1462 0 170299 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 CO-PRESIDENTS 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 THREE 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 18 THE ORGANIZATION PLACES SOME DOCUMENTS ON THE ORGANIZATION'S WEBSITE; ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. 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.