2016-08-15T10:08:32-05:00 2015-09-30 043077056 MOODY FAMIGLIETTI & ANDRONICO LLP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2014-10-01 222746879 CAST INC CAST 7812452212 40 HARVARD MILLS SQUARE NO 3 WAKEFIELD MA 018803233 DAVID ROSE FOUNDER & CHIEF EDUCATION OFFICER 7812452212 2016-08-12 1 JOYCE RIPIANZI CPA P00548581 9785575300 2014 2016-12-15 16:53:06Z DAVID ROSE 40 HARVARD MILLS SQUARE NO 3 WAKEFIELD MA 018803233 6797127 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. 13 11 46 0 0 0 5508835 4887326 1675997 1868407 886 1145 71715 40249 7257433 6797127 0 0 0 0 4844483 4455700 0 0 129397 2334233 2220349 7178716 6676049 78717 121078 6245114 6191612 721515 576816 5523599 5614796 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 3286808 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. 125694 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. 1607696 1868407 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. 5020198 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 83 0 1 46 1 0 0 0 0 0 0 0 0 0 0 X 13 11 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 112651 0 12612 ANNE MEYER FOUNDER & DIRECTOR 5.00 X 0 0 0 STEPHEN P CROSBY BOARD CHAIR 5.00 X X 0 0 0 JIM WILLIAMSON TREASURER 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 DIRECTOR 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 5.00 X 0 0 0 SHELDON BERMAN DIRECTOR 5.00 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 CO-PRESIDENT 40.00 X 149770 0 27304 GABRIELLE SCHLICHTMANN CO-PRESIDENT 40.00 X 152522 0 12967 CAROLE LACY COMPTROLLER 40.00 X 126699 0 18649 DAVID GORDON DIR. OF PUBLISHING 40.00 X 153827 0 15785 CHARLES HITCHCOCK CHIEF OFFICER, POLICY AND 40.00 X 147393 0 15117 WILLIAM STAHL PROJ. DIR./ SR. POLICY ANA 40.00 X 133178 0 14123 BORIS GOLDOWSKY DIR. OF TECH. 40.00 X 153478 0 16726 TRACEY HALL SENIOR RESEARCH SCIENTIST 40.00 X 122928 0 12689 ADA SULLIVAN DIR. OF PROF. LEARNING/FORMER PRES. 40.00 X 136463 0 28891 1388909 0 174863 14 1 1 0 0 4253189 634137 4887326 CONSULTING REVENUE 541610 1868407 1868407 1868407 1145 1145 40249 40249 6797127 1868407 0 41394 621673 257757 328505 35411 3073530 2449240 582349 41941 229073 184047 41828 3198 254161 191645 33105 29411 277263 205175 66543 5545 9019 5915 3104 32000 32000 5113 4793 320 37786 4665 33121 17890 9660 8230 21488 21488 394103 286556 99993 7554 215225 205542 7978 1705 13672 9279 4133 260 146033 9876 136157 9269 9269 CONSULTANTS 658208 627305 30903 SUBCONTRACTORS 364068 364068 PROGRAMMERS 109235 102921 6314 TELECOMMUNICATIONS 63485 7674 55811 123755 72592 46791 4372 6676049 5020198 1526454 129397 25560 74725 3307585 2411875 126559 149088 796845 598987 79973 87560 1927658 1436131 465719 491527 1422723 2357700 20150 20150 6245114 6191612 521723 395692 199792 181124 721515 576816 X 5229683 5356055 229069 193894 64847 64847 5523599 5614796 6245114 6191612 121078 -29881 0 X X 0 1 X 1 1 1 X 4787206 4789166 6185561 5508835 4887326 26158094 1416014 2031228 1747481 1675997 1868407 8739127 6203220 6820394 7933042 7184832 6755733 34897221 8000 15000 100807 44185 24766 192758 761727 319810 1081537 8000 776727 420617 44185 24766 1274295 33622926 97877 81218 83461 72601 41394 376551 97877 81218 83461 72601 41394 376551 6301097 6901612 8016503 7257433 6797127 35273772 0.95320 0.94840 0.01070 0.01530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64847 3 3 64847 64847 6 6 64847 64847 16 16 64847 64847 20 20 64847 64847 35 35 64847 1.00000 0 0 693506 636410 57096 532470 415266 117204 701682 384455 317227 491527 CUSTOMER DEPOSITS 156730 DEFERRED RENT 24394 181124 X 6767246 -29881 -29881 6797127 0 6797127 6676049 0 6676049 0 6676049 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, 2015 AND 2014, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT GENERATED ANY UNRELATED BUSINESS INCOME. THE ORGANIZATION ASSESS 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, 2015 OR 2014. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX POSITIONS WITHIN THE NEXT TWELVE MONTHS. AS OF SEPTEMBER 30, 2015, THE ORGANIZATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING AUTHORITIES AND IS GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE OF FILING. X 0 0 0 0 0 0 0 0 0 LISA POLLER CO-PRESIDENT 149770 0 0 0 0 0 12779 0 14525 0 177074 0 0 0 GABRIELLE SCHLICHTMANN CO-PRESIDENT 152522 0 0 0 0 0 0 0 12967 0 165489 0 0 0 DAVID GORDON DIR. OF PUBLISHING 153827 0 0 0 0 0 15281 0 504 0 169612 0 0 0 CHARLES HITCHCOCK CHIEF OFFICER, POLICY AND 147393 0 0 0 0 0 14638 0 479 0 162510 0 0 0 BORIS GOLDOWSKY DIR. OF TECH. 153478 0 0 0 0 0 15246 0 1480 0 170204 0 0 0 ADA SULLIVAN DIR. OF PROF. LEARNING/FORMER PRES. 136463 0 0 0 0 0 14401 0 14490 0 165354 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 OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.