CAST INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

LINDSAY E JONES

Phone

7812452212

Tax Period

2023-10-01 to 2024-09-30

CAST INC, founded in 1986, is a mid-sized nonprofit in the Human Services sector that reported $14.2M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year.

Mission

CAST LEADS, INSPIRES, AND CONVENES A GLOBAL COMMUNITY TO DESIGN EQUITABLE, INCLUSIVE LEARNING EXPERIENCES THROUGH OUR UNIVERSAL DESIGN FOR LEARNING FRAMEWORK.

Program Service Accomplishments

Program 1

Expenses: $5,197,510 Revenue: $6,568,601

CONSULTING, EDUCATION AND KNOWLEDGE DISSEMINATION: REVENUES GENERATED THROUGH PROFESSIONAL DEVELOPMENT TO TEACHERS AND THROUGH WORK WITH PUBLISHERS FOR DEVELOPING TOOLS TO ENHANCE CURRICULUM MEDIUMS...

Program 2

Expenses: $5,033,680

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...

Program 3

Expenses: $1,031,709

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...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,553,167

Program Service Revenue $6,568,601

Investment Income $36,029

Other Revenue $64,622

TOTAL REVENUE $14,222,419

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,116,925

Fundraising Expenses $395,287

Program Expenses $11,262,899

Other Expenses $5,951,326

TOTAL EXPENSES $15,068,251

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,222,419	$16,531,175	-0.1%
Expenses	$15,068,251	$16,114,484	-0.1%
Net Income	$-845,832	$416,691	-3.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$574,199

Total Directors

Key Employees

$839,211

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID H ROSE EDD	FOUNDER & CHIEF EDUC. OFFICER	5.00	Officer Director	$0	$0	$0
ANNE MEYER EDD	FOUNDER & CHIEF EDUC. DES.	5.00	Officer Director	$0	$0	$0
SHELDON BERMAN ED D	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
ELEAZAR VASQUEZ III PHD BCBA-D	TREASURER	10.00	Officer Director	$0	$0	$0
STEPHEN P CROSBY	DIRECTOR	5.00	Director	$0	$0	$0
DENISE C DECOSTE EDD	DIRECTOR	5.00	Director	$0	$0	$0
KARLA ESTRADA EDD	DIRECTOR	5.00	Director	$0	$0	$0
DEVONE HOLT	DIRECTOR	5.00	Director	$0	$0	$0
KRISTINA ISHMAEL	DIRECTOR (SINCE FEB '24)	5.00	Director	$0	$0	$0
LARON SCOTT	DIRECTOR (SINCE DEC '23)	5.00	Director	$0	$0	$0
LOGAN SMALLEY	DIRECTOR	5.00	Director	$0	$0	$0
DEBORAH P WABER EDD	DIRECTOR	5.00	Director	$0	$0	$0
JIM WILLIAMSON	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL YUDIN	DIRECTOR	5.00	Director	$0	$0	$0
LINDSAY E JONES	CEO	40.00	Officer	$286,404	$24,757	$311,161
CAROLE LACY	CFO & DIR OF HR (UNTIL DEC 23)	40.00	Officer	$194,355	$19,911	$214,266
KELLY BLACKBURN	DIR. OF FINANCE (SINCE FEB 24)	40.00	Officer	$48,515	$257	$48,772
DAVID GORDON	CHIEF CONTENT OFFICER	40.00	Key Emp	$201,952	$13,621	$215,573
TARA ELIZABETH FOX	CHIEF RESEARCH & DEV.OFFICER	40.00	Key Emp	$202,024	$24,210	$226,234
JENNIFER A LEVINE	CHIEF ACADEMIC OFFICE, PREK-12	40.00	Key Emp	$175,234	$42,125	$217,359
CATHERINE I JOHNSTON	CF POST SECONDARY/WORKFORCE DEVELOPMENT OFFICER	40.00	Key Emp	$161,403	$18,642	$180,045
STEVEN NORDMARK	DIR. OF BUSINESS DEVELOPME	40.00	Highest	$157,651	$35,941	$193,592
CYNTHIA L CURRY	DIRECTOR OF TECHNICAL ASSISTANCE	40.00	Highest	$158,333	$14,368	$172,701
TRACEY E HALL	SENIOR RESEARCH SCIENTIST	40.00	Highest	$156,746	$15,849	$172,595
KIM A DUCHARME	DIR. EDU. USER EXPERIENCE DESIGN	40.00	Highest	$146,070	$23,625	$169,695
SHERRI WILCAUSKAS	DIR. OF GRANTS FOR RESEARCH/DEVELOPMENT	40.00	Highest	$143,955	$23,504	$167,459

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$14,222,419	$15,068,251	$7,496,880	$-845,832
2023	$16,531,175	$16,114,484	$8,790,587	$416,691
2022	$14,108,042	$13,742,698	$7,496,965	$365,344
2021	$12,275,265	$11,881,418	$7,625,258	$393,847
2020	$10,733,963	$10,789,158	$6,602,889	$-55,195
2019	$10,530,188	$10,744,557	$6,169,887	$-214,369
2018	$9,459,931	$9,433,286	$5,992,563	$26,645