2011-05-12T14:03:11-05:00 2010-09-30 Moody Famiglietti & Andronico LLP 1 Highwood Drive Tewksbury MA 01876 990 2009-10-01 222746879 CAST INC CAST 7812452212 40 HARVARD MILLS SQUARE No 3 WAKEFIELD MA 018803233 ada sullivan 7812452212 2011-05-11 1 Joyce Ripianzi 9785575300 2009 2016-02-24 21:20:13Z ada sullivan 40 HARVARD MILLS SQUARE No 3 WAKEFIELD MA 018803233 6285094 0 X www.cast.org X 1986 MA TO EXPAND LEARNING OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES THROUGH INNOVATIVE USE OF TECHNOLOGY 13 11 43 0 0 0 6397960 5179238 1462808 909944 28419 3863 142060 192049 8031247 6285094 0 0 3811866 4013875 0 150031 3477534 2014319 7289400 6028194 741847 256900 5253062 5061196 858928 410162 4394134 4651034 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 2874128 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. 898369 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. 351917 909944 earned revenue: 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. 338387 subrecipient contractual agreements to assist others in incorporating universal design into their specific products as well as other effort to disseminate universal design knowledge. 338387 4462801 1 1 0 0 0 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 55 0 1 43 1 0 0 0 0 0 0 0 0 0 0 13 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 0 MA X X The Organization 7812452212 40 HARVARD MILLS SQUARE No 3 WAKEFIELD MA 018803233 ANNE MEYER 40.00 X X 108298 0 14468 DAVID ROSE 40.00 X X 151462 0 15488 sally bowles 5.00 X X 0 0 0 stephen p crosby 5.00 X X 0 0 0 jim williamson 5.00 X X 0 0 0 JAN CELLUCCI 5.00 X 0 0 0 BILL CONNORS 5.00 X 0 0 0 LOUIS GOMES 5.00 X 0 0 0 CURTIS RICHARD 5.00 X 0 0 0 ANNE E SCHNEIDER 5.00 X 0 0 0 MICHAEL SLADDEN 5.00 X 0 0 0 PAUL YELLIN 5.00 X 0 0 0 SHELDON BERMAN 5.00 X 0 0 0 JOHN KEMP 5.00 X 0 0 0 Ada sullivan 40.00 X 109798 0 24575 Carole lacy 40.00 X 108264 0 4789 David Gordon 40.00 X 147049 0 13162 Charles Hitchcock 40.00 X 134376 0 26643 william stahl 40.00 X 128710 0 13514 boris goldowsky 40.00 X 134469 0 7908 TRACY HALL 40.00 X 117445 0 12086 1139871 0 132633 11 0 1 0 0 3575595 1603643 5179238 Consulting Revenue 541610 909944 909944 909944 3831 3831 192049 192049 32 32 32 32 6285094 909944 0 195912 601747 321939 279808 2806838 2160647 539632 106559 170130 130981 32408 6741 208880 162903 38196 7781 226280 173968 43922 8390 4054 4054 28000 28000 1125 75 1050 41259 5949 35209 101 312124 228493 74045 9586 252907 227918 20967 4022 7429 7926 -512 15 152 152 173670 173670 8789 8789 Consultants 407427 400406 5093 1928 Subcontractors 337874 337874 Programmers 246874 246874 Telecommunications 43642 10604 33038 Computer Expenses 37612 18769 18843 111381 27550 79973 3858 6028194 4462801 1415362 150031 1573620 758905 1407780 3037867 574696 337213 1241586 566594 58485 64968 1373891 1215468 160378 158423 236517 137226 5253062 5061196 847208 398442 11720 11720 858928 410162 X 3354716 3748858 974571 837329 64847 64847 4394134 4651034 5253062 5061196 X 0 1 1 X 1 1 X 1504609 2935508 5042296 6378747 5179238 21040398 3430879 1428043 1184770 1462808 909944 8416444 4935488 4363551 6227066 7841555 6089182 29456842 585808 895000 755001 8000 13000 2256809 0 585808 895000 755001 8000 13000 2256809 27200033 168674 192216 169395 159566 195880 885731 168674 192216 169395 159566 195880 885731 3095 1050 448 4593 5107257 4555767 6397511 8001569 6285062 30347166 0.89630 0.97000 0.02920 0.01370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1407780 207059 929 326516 1289252 1394463 49590 13317 49590 1407780 0.43980 0.05030 0.00000 0 0 576950 576950 0 536158 388102 148056 260783 250416 10367 158423 customer deposits 11720 11720 6285094 6028194 256900 0 256900 6296656 11562 11562 6285094 0 6285094 6039756 11562 11562 6028194 0 6028194 Part V, Line 4: Description of Intended Use of Endowment Funds: The organization intends to maintain the permanently restricted portion of the endowment funds in perpetuity in accordance with donors designations. The temporarily restricted endowment funds will be held until such time that the restrictions are released. The board designated endowment fund are expected to be held in the endowment until such time the board deems it necessary to unrestrict these funds. The remaining portion of the endowment fund is unrestricted, however, management has no immediate need to use these funds, therefore they will remain in the endowment. Part X: Description of Uncertain Tax Positions Under FIN 48: 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. As of September 30, 2010 and 2009, the Organization has not accrued interest and penalties for uncertain tax benefits, as management believes the Organization has not generated any unrelated business taxable income. The Organization is not currently under examination by any taxing jurisdiction. The Organization's federal and state tax returns are generally open for examination for three years following the filing date. X 0 0 0 0 0 0 0 0 0 DAVID ROSE 151462 0 0 0 0 0 0 0 15488 0 166950 0 0 0 David Gordon 147049 0 0 0 0 0 0 0 13162 0 160211 0 0 0 Charles Hitchcock 134376 0 0 0 0 0 0 0 26643 0 161019 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 the two Co-Founders and 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 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 AUDIT/FINANCE COMMITTEE THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.