2024-04-01T12:16:21-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-07-01 205884201 COLLABORATIVE FOR ACADEMIC SOCIAL AND EMOTIONAL LEARNING COLL 3122263770 815 W VAN BUREN STREET 210 CHICAGO IL 60607 STEPHEN ARNOLD TREASURER 3122263770 2024-03-13 1 STEPHEN ARNOLD XXX-XX-XXXX 0 DAVID LOWENTHAL P00378651 3122071040 2024-03-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AALIYAH SAMUEL 815 W VAN BUREN STREET 210 CHICAGO IL 60607 4968694 0 X WWW.CASEL.ORG X 2006 IL CASEL IS A TRUSTED SOURCE FOR KNOWLEDGE ABOUT HIGH-QUALITY, EVIDENCE-BASED SOCIAL AND EMOTIONAL LEARNING (SEL). OUR MISSION IS TO HELP MAKE EVIDENCE-BASED SOCIAL AND EMOTIONAL LEARNING (SEL) AN INTEGRAL PART OF EDUCATION FROM PRESCHOOL TO HIGH SCHOOL. 13 13 54 16 0 0 15485880 2448328 2531479 2203186 6039 316693 762 487 18024160 4968694 0 0 0 0 5626199 6890049 0 0 417670 3810168 4170250 9436367 11060299 8587793 -6091605 19191596 13076380 1290921 1172916 17900675 11903464 X CASEL IS A TRUSTED SOURCE FOR KNOWLEDGE ABOUT HIGH-QUALITY, EVIDENCE-BASED SOCIAL AND EMOTIONAL LEARNING (SEL). OUR MISSION IS TO HELP MAKE EVIDENCE-BASED SOCIAL AND EMOTIONAL LEARNING (SEL) AN INTEGRAL PART OF EDUCATION FROM PRESCHOOL TO HIGH SCHOOL. 0 0 5169464 1659876 SUPPORT HIGH-QUALITY IMPLEMENTATION: CASEL EXPANDED PARTNERSHIPS AND RESOURCES TO SUPPORT HIGH-QUALITY IMPLEMENTATION IN SCHOOLS AND DISTRICTS. IN 2011, CASEL LAUNCHED THE COLLABORATING DISTRICTS INITIATIVE (CDI), NOW CALLED COMMUNITY NETWORK PARTNERS (CNP) AS A NATIONAL PARTNERSHIP WITH LARGE, URBAN SCHOOL DISTRICTS ACROSS THE COUNTRY TO CREATE SYSTEMIC AND SUSTAINABLE REFORMS IN DISTRICTS, AND ULTIMATELY TO SUPPORT NATIONAL SCALE THROUGH THE SHARING OF PRACTICAL KNOWLEDGE ABOUT SEL IMPLEMENTATION. THE CNP FOCUSED ON SEL ACROSS ALL DISTRICT, SCHOOL, AND CLASSROOM ACTIVITIES AND IN PARTNERSHIP WITH PARENTS AND COMMUNITIES. THE IMPACT OF THE CNP IS DEMONSTRATED BY PROMISING SCHOOL AND STUDENT OUTCOMES SUCH AS IMPROVEMENTS IN ACADEMIC PERFORMANCE, STUDENT ENGAGEMENT AND BEHAVIOR, SCHOOL CLIMATE, AND SOCIAL AND EMOTIONAL COMPETENCE.WE HAVE EXPANDED OUR DISTRICT PARTNERSHIPS TO MORE THAN 20 SCHOOL DISTRICTS WORKING DIRECTLY WITH CASEL, AS WELL AS LAUNCHED THE SEL FELLOWS PROGRAM. TOGETHER, WE ARE PURSUING CRITICAL EXAMINATIONS OF THE ROLES OF EQUITY, ADULT SEL, AND SEL AND ACADEMIC INTEGRATION AND CULTIVATING A THRIVING COMMUNITY TO SHARE PROGRESS AND DEEPEN THE WORK. WE SHARE THOSE LEARNINGS BROADLY THROUGH THE CREATION OF FIELD-TESTED RESOURCES AND TOOLS, LEVERAGING LESSONS LEARNED AND BEST PRACTICES GLEANED FROM DISTRICT PARTNERSHIPS. CASEL'S GROWING SUITE OF RESOURCES CONTINUES TO BE ACCESSED GLOBALLY AS A GO-TO RESOURCE FOR SEL. CASEL EXPANDED WORKSHOP AND WEBINAR OFFERINGS IN ORDER TO SHARE RESEARCH, BEST PRACTICES, AND RESOURCES WITH BROADER AUDIENCES. CASEL REGULARLY HOSTS WEBINARS WITH EXPERTS ACROSS THE FIELD ON CRITICAL, TIMELY TOPICS AS WELL AS PROFESSIONAL LEARNING OPPORTUNITIES FOR DISTRICT AND SCHOOL LEADERS PRIORITIZING SEL. IN ADDITION TO WORKSHOPS AND WEBINARS, OUR COMMUNICATIONS PLATFORMS REACH BROAD AUDIENCES THROUGH NEWSLETTERS, MEDIA, SOCIAL MEDIA, AND MORE. 2143649 RESEARCH, CONDUCTS ORIGINAL RESEARCH, AND SHARES FINDINGS FROM COLLEAGUES AND COLLABORATORS ACROSS RELATED FIELDS. CASEL PRIORITIZES THE ALL-IMPORTANT WORK OF DEFINING AND APPLYING RIGOROUS, HIGH-QUALITY, EVIDENCE-BASED THINKING TO THE GROWING FIELD OF SEL. WE PUBLISHED GROUND-BREAKING BOOKS THAT PUT SEL ON THE MAP, HIGHLIGHTING WHAT IT IS, HOW TO DO IT, AND WHY IT SHOULD BE IMPLEMENTED. WE CONDUCTED AND COLLABORATED ON SIGNIFICANT FIELD-ADVANCING RESEARCH THAT DEMONSTRATED THE LINK BETWEEN SEL AND ACADEMIC ACHIEVEMENT, OTHER NEAR- AND LONG-TERM OUTCOMES, AND ECONOMIC BENEFITS. CASELS RESEARCH-PRACTICE PARTNERSHIPS TODAY INCLUDE COLLABORATIONS WITH ORGANIZATIONS ACROSS THE COUNTRY FOCUSED ON EQUITABLE LEARNING ENVIRONMENTS AND EQUITABLE OUTCOMES FOR ALL STUDENTS.CASEL CONTINUED SUPPORTING STATES IN CREATING THE CONDITIONS FOR HIGH-QUALITY SEL IMPLEMENTATION IN THEIR DISTRICTS AND SCHOOLS. IN 2016, CASEL LAUNCHED THE COLLABORATING STATES INITIATIVE (CSI), A COLLABORATIVE PARTNERSHIP WITH FIVE STATES ACROSS THE COUNTRY TO SUPPORT THE BROADER SCALE OF QUALITY SEL. NOW WORKING WITH MORE THAN 40 STATES REPRESENTING MORE THAN 90% OF DISTRICTS, SCHOOLS,TEACHERS, AND STUDENTS IN THE US, THERE IS POTENTIAL FOR MUCH GREATER ADOPTION NATIONWIDE. WE CONVENED EXPERT ADVISORS AND NATIONAL EDUCATION ORGANIZATIONS TO SUPPORT THIS INITIATIVE. THE CSI REGULARLY CONVENES ITS COMMUNITIES OF PRACTICE TO SUPPORT PARTNER STATES. WE ALSO CREATED A COLLECTION OF 125 RESOURCES TO HELP STATES CREATE THEIR OWN POLICIES AND GUIDELINES AND ACHIEVE MORE FIDELITY IN IMPLEMENTATION. RESOURCES INCLUDE TOOLS TO HELP INTEGRATE SEL WITH STATE AND DISTRICT PRIORITIES; FRAMEWORKS FOR UNDERSTANDING AND ORGANIZING SEL; GUIDANCE DOCUMENTS; AND PROFESSIONAL DEVELOPMENT MODULES. 1032033 543310 SEL EXCHANGE: SINCE 2019, CASEL HAS HOSTED AN ANNUAL CONFERENCE ON SEL. THE SEL EXCHANGE IS A UNIQUE NATIONAL FORUM FOR THOSE WHO ARE COMMITTED TO CREATING CARING, PRODUCTIVE, AND EQUITABLE SCHOOLS AND COMMUNITIES THAT DEVELOP THE WHOLE CHILD AND ENSURE THAT ALL STUDENTS CAN THRIVE. WITH DEMAND FOR SEL AT AN ALL-TIME HIGH, THE SEL EXCHANGE IS THE TIME TO COME TOGETHER, SHARE WHAT WE KNOW, AND ANCHOR OURSELVES IN ADVANCING HIGH-QUALITY RESEARCH, IMPLEMENTATION PRACTICE, AND POLICIES. CASEL HOSTED THE 2023 SOCIAL AND EMOTIONAL LEARNING EXCHANGE IN ATLANTA, NOVEMBER 7-9. THE THEME WAS LEADERS AS LEARNERS: BUILDING THE VILLAGE OUR CHILDREN NEED, FOCUSED ON ADULT SEL. RETURNING TO BEING IN-PERSON FOR THE FIRST TIME SINCE 2019, MORE THAN 1,800 REGISTERED REPRESENTING MORE THAN 270 SCHOOLS, 47 U.S. STATES, AND 36 COUNTRIES. ALTOGETHER, OUR LEARNING AND WORK WILL REACH 17.8 MILLION STUDENTS. 8345146 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 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 50 0 1 54 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X TIMOTHY CORBETT 7732514433 815 W VAN BUREN STREET 210 CHICAGO IL 60607 TIMOTHY SHRIVER CHAIR 4.00 0.00 X X 0 0 0 STEPHEN ARNOLD VICE CHAIR 4.00 0.00 X X 0 0 0 DEBORAH DELISLE SECRETARY 4.00 0.00 X X 0 0 0 LAWERENCE ABER BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID ADAMS BOARD MEMBER 1.00 0.00 X 0 0 0 MARC BRACKETT BOARD MEMBER 1.00 0.00 X 0 0 0 CATHERINE BRADSHAW BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL GOREN BOARD MEMBER 1.00 0.00 X 0 0 0 JANICE JACKSON BOARD MEMBER 1.00 0.00 X 0 0 0 CHI KIM BOARD MEMBER 1.00 0.00 X 0 0 0 KIMBERLY SCHONERT-REICHL BOARD MEMBER 1.00 0.00 X 0 0 0 SHRUTI SEHRA BOARD MEMBER 4.00 0.00 X 0 0 0 ANDREA WISHOM BOARD MEMBER 1.00 0.00 X 0 0 0 AALIYAH SAMUEL CEO 40.00 0.00 X 287785 0 15099 CATHERINE ROTHSCHILD COO - THRU DEC 2022 40.00 0.00 X 272603 0 28912 TIM CORBETT VP OF FINANCE AND BUSINESS PLANNING 40.00 0.00 X 199743 0 20201 ROB JAGERS VP OF RESEARCH 40.00 0.00 X 231826 0 13835 MELISSA SCHLINGER VP OF INNOVATIONS AND PARTNERSHIPS 40.00 0.00 X 240456 0 8972 JENNIFER SCHNEIDER CHIEF OF STAFF 40.00 0.00 X 196063 0 6435 KAREN VANAUSDAL VP OF PRACTICE 40.00 0.00 X 171532 0 17532 1600008 0 110986 17 0 1 0 TUSK STRATEGIES LLC 251 PARK AVENUE SOUTH 8TH FLOOR NEW YORK NY 10010 CONSULTING 240000 SANDSTORM DESIGN INC 4619 N RAVENSWOOD SUITE 300 CHICAGO IL 60640 CONSULTING 118244 LINDA DUSENBURY 16661 HOWARD MILLMAN LANE MILTON DE 19968 CONSULTING 103600 3 13172 2435156 2448328 SEL TRAINING 611710 1429376 1429376 SEL EXCHANGE 611710 543310 543310 SEL FELLOWS ACADEMY 611710 230500 230500 2203186 316693 316693 487 487 4968694 2203186 0 317180 X 604399 604399 5326083 4321019 677366 327698 149479 118239 22273 8967 402867 319522 59113 24232 407221 298924 85627 22670 16524 16524 51016 51016 2157442 1737988 413560 5894 65356 53961 8566 2829 261701 196572 59243 5886 173121 142668 24000 6453 296638 194572 101477 589 887503 753179 127417 6907 11270 9288 1562 420 MATERIALS AND SUPPLIES 120429 105714 11440 3275 MISCELLANEOUS 108973 74151 33846 976 STAFF DEVELOPMENT 20277 19349 54 874 11060299 8345146 2297483 417670 11072378 3702723 6116132 8700483 1665504 208478 337582 171402 0 0 0 0 0 0 0 0 0 216716 425865 425865 0 0 0 76578 19191596 13076380 961004 711338 0 0 329917 385000 0 0 0 0 0 0 0 0 0 0 0 76578 1290921 1172916 X 13158394 9168236 4742281 2735228 17900675 11903464 19191596 13076380 -6091605 94394 0 X 0 1 X 1 0 X 7030781 12388167 4530515 15485880 2448328 41883671 7030781 12388167 4530515 15485880 2448328 41883671 17513002 24370669 23744 69971 933 6801 317180 418629 42302300 14271632 0.57610 0.57450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 20991 0 0 20991 0 PART II-B, LINE 1: AS A NATIONAL ORGANIZATION, CASEL ROUTINELY ENGAGES IN COMMUNICATIONS WITH RESEARCHERS, EDUCATORS, PROGRAM PROVIDERS, PARENTS, CHILD ADVOCATES, AND STATE AND FEDERAL POLICY MAKERS TO ADVANCE SOCIAL AND EMOTIONAL LEARNING (SEL) IN SCHOOLS. WITH KNOWLEDGE ABOUT SEL, POLICYMAKERS CAN MAKE DECISIONS THAT BEST SUPPORT LOCAL SCHOOLS AND DISTRICTS IN IMPLEMENTING HIGH QUALITY PROGRAMS THAT IMPROVE ACADEMIC AND LIFE OUTCOMES FOR THEIR STUDENTS. CASEL CONTINUES TO EDUCATE FEDERAL POLICY MAKERS ABOUT THE EVIDENCE TO SUPPORT THE VALUE OF ACADEMIC, SOCIAL AND EMOTIONAL LEARNING INCLUDING CONDUCTING CONGRESSIONAL BRIEFINGS, AND ADVOCATE FOR POLICIES ALIGNED WITH THE ORGANIZATION'S MISSION AND STRATEGIC PRIORITIES. CASEL DOES NOT PARTICIPATE IN ELECTORAL CAMPAIGNS OR SUPPORT/OPPOSE ANY CANDIDATES FOR ELECTED OFFICE. 197885 6793 204678 0 197885 197885 0.00000 0.96680 0.03320 0 0 57052 57052 0 312943 312943 0 55870 55870 0 0 LEASE LIABILITY 76578 76578 5063088 94394 94394 4968694 0 4968694 11060299 0 11060299 0 11060299 PART V, LINE 4: DURING THE YEAR ENDED JUNE 30, 2022, CASEL ESTABLISHED THE CASEL WEISSBERG SCHOLARS ENDOWMENT FUND, A DONOR-RESTRICTED ENDOWMENT AIMED TO PROVIDE EDUCATIONAL AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO EARLY CAREER SCHOLARS, WITH THE GOAL OF INSPIRING THE NEXT GENERATION OF INNOVATORS WHO WILL STRENGTHEN THE FUTURE VISION OF SOCIAL AND EMOTIONAL LEARNING FOR MANY YEARS TO COME. X X X 0 0 0 0 0 0 0 0 0 AALIYAH SAMUEL CEO 287785 0 0 0 0 0 0 0 15099 0 302884 0 0 0 CATHERINE ROTHSCHILD COO - THRU DEC 2022 272603 0 0 0 0 0 11597 0 17315 0 301515 0 0 0 MELISSA SCHLINGER VP OF INNOVATIONS AND PARTNERSHIPS 240456 0 0 0 0 0 8337 0 635 0 249428 0 0 0 ROB JAGERS VP OF RESEARCH 231826 0 0 0 0 0 5418 0 8417 0 245661 0 0 0 TIM CORBETT VP OF FINANCE AND BUSINESS PLANNING 199743 0 0 0 0 0 8459 0 11742 0 219944 0 0 0 JENNIFER SCHNEIDER CHIEF OF STAFF 196063 0 0 0 0 0 5153 0 1282 0 202498 0 0 0 KAREN VANAUSDAL VP OF PRACTICE 171532 0 0 0 0 0 7265 0 10267 0 189064 0 0 0 FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION CASEL IS A TRUSTED SOURCE FOR KNOWLEDGE ABOUT HIGH-QUALITY, EVIDENCE-BASED SOCIAL AND EMOTIONAL LEARNING (SEL). OUR MISSION IS TO HELP MAKE EVIDENCE-BASED SOCIAL AND EMOTIONAL LEARNING (SEL) AN INTEGRAL PART OF EDUCATION FROM PRESCHOOL TO HIGH SCHOOL. WE ENVISION ALL CHILDREN AND ADULTS AS SELF-AWARE, CARING, RESPONSIBLE, ENGAGED, AND LIFELONG LEARNERS WHO WORK TOGETHER TO ACHIEVE THEIR GOALS AND TO CREATE A MORE INCLUSIVE, JUST, AND EQUITABLE WORLD. CASEL FIRST DEFINED SEL THREE DECADES AGO. SEL IS THE PROCESS THROUGH WHICH ALL YOUNG PEOPLE AND ADULTS ACQUIRE AND APPLY THE KNOWLEDGE, SKILLS, AND ATTITUDES TO DEVELOP HEALTHY IDENTITIES, MANAGE EMOTIONS, ACHIEVE PERSONAL AND COLLECTIVE GOALS, FEEL AND SHOW EMPATHY FOR OTHERS, ESTABLISH AND MAINTAIN SUPPORTIVE RELATIONSHIPS, AND MAKE RESPONSIBLE AND CARING DECISIONS. SEL ADVANCES EDUCATIONAL EQUITY AND EXCELLENCE THROUGH AUTHENTIC SCHOOL-FAMILY-COMMUNITY PARTNERSHIPS TO ESTABLISH LEARNING ENVIRONMENTS AND EXPERIENCES THAT FEATURE TRUSTING AND COLLABORATIVE RELATIONSHIPS, RIGOROUS AND MEANINGFUL CURRICULUM AND INSTRUCTION, AND ONGOING EVALUATION. SEL CAN HELP ADDRESS VARIOUS FORMS OF INEQUITY AND EMPOWER YOUNG PEOPLE AND ADULTS TO CO-CREATE THRIVING SCHOOLS AND CONTRIBUTE TO SAFE, HEALTHY, AND JUST COMMUNITIES. RESEARCH SHOWS THAT SEL CAN LEADS TO BETTER ACADEMIC PERFORMANCE, IMPROVED WELL-BEING, AND SAFER SCHOOLS. CASEL'S COLLABORATIVE APPROACH DRIVES RESEARCH, GUIDES IMPLEMENTATION, INFORMS POLICY, CONVENES NETWORKS, AND COMMUNICATES BROADLY TO HELP ENSURE SEL IS AN ESSENTIAL PART OF K-12 EDUCATION. OUR WORK IS CRITICAL AT A TIME WHEN EDUCATORS, PARENTS, STUDENTS, AND EMPLOYERS INCREASINGLY RECOGNIZE THE VALUE OF SEL. TODAY, CASEL IS EVOLVING ITS ROLE TO BE MORE INTENTIONAL TOWARD MOVING THE FIELD TO ACTION, WHILE REMAINING COMMITTED TO EVIDENCE AND QUALITY. CASEL SERVES AND EMPOWERS SCHOOL, DISTRICT, AND STATE EDUCATION LEADERS WITH THE KNOWLEDGE, TOOLS, AND RESOURCES TO IMPLEMENT HIGH-QUALITY SEL AND POSITIVELY IMPACT STUDENTS NATIONWIDE. WE REGULARLY COLLABORATE WITH RESEARCHERS, PRACTITIONERS, AND POLICYMAKERS TO ADVANCE THE KNOWLEDGE BASE, SERVING AS AN ARBITER OF QUALITY AND SHARING FINDINGS ON HIGH-QUALITY SEL. WE ENGAGE WIDE AUDIENCES BY SHARING BEST PRACTICES, SCHOLARSHIP, AND STORIES IN PUBLICATIONS, MEDIA, SOCIAL MEDIA, WEBINARS, EVENTS, AND MORE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE MANAGEMENT COMMITTEE AND IS PROVIDED TO THE GOVERNING BODY BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS CONTAINED IN THE BOARD OF DIRECTORS MANUAL AND THE STAFF POLICIES AND PROCEDURES MANUAL, WHICH ARE MADE AVAILABLE TO BOARD MEMBERS AND STAFF MEMBERS, RESPECTIVELY. AT THE NOVEMBER ANNUAL MEETING OF THE BOARD, MEMBERS RECEIVE FORMS ASKING THEM TO CERTIFY THEIR COMPLIANCE WITH THE POLICY AND TO NOTE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 A NON-PROFIT COMPENSATION CONSULTANT CONDUCTED A MARKET ANALYSIS FOR THE CEO POSITION, CHIEF OPERATING OFFICER POSITION, VICE PRESIDENT POSITIONS, AND DIRECTOR POSITIONS USING THE ROLE DESCRIPTION FOR EACH POSITION. THE MANAGEMENT COMMITTEE REVIEWED AND APPROVED THE ANALYSIS AND THE RANGES DETERMINED BY THE ANALYSIS. THE PROCESS INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,737,988. MANAGEMENT AND GENERAL EXPENSES 413,560. FUNDRAISING EXPENSES 5,894. TOTAL EXPENSES 2,157,442.