2026-03-16T06:27:48-05:00 2025-09-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-10-01 043254131 THE CONCORD CONSORTIUM INCORPORATED CONC 9784053200 25 LOVE LANE CONCORD MA 01742 SUSAN BRAU DIRECTOR OF FINANCE 9784053200 2026-03-12 1 1 CHARLES J WEBB CPA P01584539 5083669100 2026-03-12 2024 2025-03-06 01:10:19Z CHAD DORSEY 25 LOVE LANE CONCORD MA 01742 8349695 0 X WWW.CONCORD.ORG X 1994 MA TO INNOVATE AND INSPIRE EQUITABLE, LARGE-SCALE IMPROVEMENTS IN STEM TEACHING AND LEARNING THROUGH TECHNOLOGY. 13 12 47 12 0 0 8917573 7984480 452225 342396 44265 22474 254 345 9414317 8349695 0 0 0 0 6556517 4989360 0 0 0 3711805 2901997 10268322 7891357 -854005 458338 3437093 3331826 1765158 1201553 1671935 2130273 X THE CONCORD CONSORTIUM INNOVATES AND INSPIRES EQUITABLE, LARGE-SCALE IMPROVEMENTS IN STEM TEACHING AND LEARNING THROUGH TECHNOLOGY...(CONTINUED ON SCHEDULE O) 0 0 2129709 342741 DATA SCIENCE EDUCATION - THE CONCORD CONSORTIUM ADVANCES DATA LITERACY BY DEVELOPING OPEN-SOURCE SOFTWARE AND CURRICULA THAT HELP STUDENTS EXPLORE REAL-WORLD DATA AND LEADING NATIONAL DATA SCIENCE EDUCATION COALITIONS. IN FY25, WE EXPANDED THE COMMON ONLINE DATA ANALYSIS PLATFORM (CODAP AT CODAP.CONCORD.ORG), CONTRIBUTED TO THE K-12 DATA LITERACY AND DATA SCIENCE LEARNING PROGRESSIONS; AND PARTNERED WITH UNIVERSITIES AND NONPROFITS TO PREPARE TEACHERS FOR DATA-RICH INSTRUCTION. PROJECTS INCLUDED CO-DESIGNING A NEW MASTER'S PLUS PROGRAM IN DATA SCIENCE EDUCATION, DEVELOPING NOVEL INTERFACES FOR ANALYZING DATA, AND BROADENING AN OPEN-SOURCE ECOSYSTEM FOR DATA SCIENCE EDUCATION. IN FY25, CODAP HAD 1.3 MILLION NEW USERS. 2324237 ARTIFICIAL INTELLIGENCE (AI) - WE INTEGRATE AI INTO STEM LEARNING TO IMPROVE ACCESSIBILITY, PROMOTE STUDENT INQUIRY, AND BUILD STUDENT UNDERSTANDING OF THE CORE CONCEPTS AND ENGINEERING DRIVING AI SYSTEMS. IN FY 2025, WE DEVELOPED DAVAI (DATA ANALYSIS THROUGH VOICE AND ARTIFICIAL INTELLIGENCE), A VOICE-INTERACTIVE CODAP PLUGIN THAT ALLOWS BLIND AND LOW-VISION LEARNERS TO ENGAGE IN DATA EXPLORATION INDEPENDENTLY. WE ALSO DESIGNED A NEW DIGITAL LEARNING EXPERIENCE EXPLORING HOW AI CONNECTS STUDENTS TO REAL-WORLD MATH PROBLEMS FOR VIRTUAL SCHOOLS AND CONNECTED HIGH SCHOOL STUDENTS WITH MENTORS TO STUDY MACHINE LEARNING IN HEALTHCARE. 1704462 INNOVATIVE STEM SIMULATIONS - THE CONCORD CONSORTIUM CREATES SCIENTIFICALLY ACCURATE VIRTUAL SIMULATIONS THAT MAKE COMPLEX TOPICS VISIBLE AND ABSTRACT TOPICS TANGIBLE. IN FY 2025, WE RELEASED NEW MODELS, INCLUDING LAVACODER, WHICH LETS STUDENTS SIMULATE VOLCANIC ERUPTIONS USING BLOCK-BASED PROGRAMMING AND A BIONIC ARM THAT OFFERS AN INTERACTIVE EXPLORATION OF BIOLOGICAL CONTROL SYSTEMS AND ENGINEERING DESIGN. THESE RESOURCES SUPPORT INQUIRY-BASED LEARNING FOR STUDENTS WORLDWIDE. OUR WEBSITE LEARN.CONCORD.ORG OFFERS OVER 375 FREE, RESEARCH-BASED SIMULATIONS THAT IMMERSE STUDENTS IN AUTHENTIC STEM PRACTICES. OTHER - THE CONCORD CONSORTIUM DEVELOPED AND RESEARCHED TECHNOLOGY-BASED CURRICULUM MATERIALS FOR SCIENCE, MATH, DATA SCIENCE, COMPUTER SCIENCE, AND INTERDISCIPLINARY STUDIES FOR LEARNERS FROM ELEMENTARY SCHOOL THROUGH COLLEGE AGE. WE PRODUCED CURRICULAR UNITS AND ACTIVITIES SUPPORTING LEARNING IN PHYSICS, PHYSICAL SCIENCE, EARTH AND ENVIRONMENTAL SCIENCE, CHEMISTRY, BIOLOGY, MATHEMATICS, DATA SCIENCE, ENGINEERING, AND INTERDISCIPLINARY STUDIES. 6158408 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 1 108 0 1 47 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 MA CA X X SUSAN BRAU 9784053200 25 LOVE LANE CONCORD MA 01742 CHAD DORSEY PRESIDENT/CEO 40.00 X X 259714 0 56435 HELEN QUINN CHAIR 1.00 X X 0 0 0 CHRISTOPHER MANOS TREASURER 1.00 X X 0 0 0 KATHLEEN HURLEY BOARD MEMBER (UNTIL 12/2024) 0.50 X 0 0 0 KIM KASTENS BOARD MEMBER (UNTIL 12/2024) 0.50 X 0 0 0 PAULETTE ALTMAIER BOARD MEMBER (UNTIL 12/2025) 0.50 X 0 0 0 PAMELA PELLETIER BOARD MEMBER 0.50 X 0 0 0 CARLOS MORALES BOARD MEMBER 0.50 X 0 0 0 HEIDI SCHWEINGRUBER BOARD MEMBER 0.50 X 0 0 0 MAYA GARCIA BOARD MEMBER 0.50 X 0 0 0 DAVID VAN ESSELSTYN BOARD MEMBER 0.50 X 0 0 0 THOMAS PHILIP BOARD MEMBER (UNTIL 12/2024) 0.50 X 0 0 0 CARISSA LITTLE BOARD MEMBER 0.50 X 0 0 0 DEWAYNE MCCLARY BOARD MEMBER 0.50 X 0 0 0 RON OTTINGER BOARD MEMBER 0.50 X 0 0 0 BRONWYN BEVAN BOARD MEMBER (AS OF 1/2025) 0.50 X 0 0 0 LAWRENCE BEHAN CFO (UNTIL 12/2024) 40.00 X 221997 0 22271 SUSAN BRAU DIRECTOR OF FINANCE 40.00 X 135691 0 15147 LESLIE BONDARYK CTO 40.00 X 174414 0 47878 KIRK SWENSON SENIOR PRINCIPAL ENGINEER 40.00 X 154658 0 15323 DANIEL DAMELIN SENIOR RESEARCHER 40.00 X 150507 0 15247 SCOTT CYTACKI SENIOR SOFTWARE ARCHITECT 40.00 X 145466 0 44976 DOUG MARTIN SENIOR PRINCIPAL ENGINEER 40.00 X 143501 0 14611 1385948 0 231888 12 0 1 0 INSOURCE SERVICES INC 148 LINDEN ST WELLESLEY MA 02482 IT AND ACCOUNTING SUPPORT 161217 1 5679928 2304552 7984480 CONTRACT REVENUE 541900 342396 342396 342396 22474 22474 MISCELLANEOUS INCOME 900099 345 345 345 8349695 342741 0 22474 710276 162223 548053 3130697 2671125 459572 312402 264413 47989 521767 403328 118439 314218 235047 79171 21085 21085 50600 50600 698895 504612 194283 39546 31380 8166 414034 309650 104384 260220 192094 68126 75385 72634 2751 13433 10758 2675 1986 1986 24454 24454 SUBCONTRACTORS 1215530 1215530 PARTICIPANT SUPPORT 62540 62540 MISCELLANEOUS 21154 19519 1635 DUES AND SUBSCRIPTIONS 3135 1569 1566 7891357 6158408 1732949 0 244632 244845 895384 1739704 1868907 846873 37329 52167 5499 3666 3819 1833 387022 446404 3437093 3331826 888488 585343 876670 616210 1765158 1201553 X 1202363 1641994 469572 488279 1671935 2130273 3437093 3331826 458338 0 X X 0 1 X 1 1 1 X 7479792 10553666 8740168 8917573 7984480 43675679 7479792 10553666 8740168 8917573 7984480 43675679 43675679 773 145 18359 44265 22474 86016 43761695 2970834 0.99800 0.99850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5499 3666 1833 1833 SECURITY DEPOSITS 33750 RIGHT-OF-USE ASSET - OPERATING 412654 446404 GRANT ADVANCES 196647 OPERATING LEASE OBLIGATION 419563 616210 X 8374589 24894 24894 8349695 0 8349695 7916251 24894 24894 7891357 0 7891357 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT SEPTEMBER 30, 2025. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. X 0 0 0 0 0 0 0 0 0 CHAD DORSEY PRESIDENT/CEO 259714 0 0 0 0 0 26971 0 29464 0 316149 0 0 0 LAWRENCE BEHAN CFO (UNTIL 12/2024) 221997 0 0 0 0 0 21540 0 731 0 244268 0 0 0 LESLIE BONDARYK CTO 174414 0 0 0 0 0 18136 0 29742 0 222292 0 0 0 SCOTT CYTACKI SENIOR SOFTWARE ARCHITECT 145466 0 0 0 0 0 15234 0 29742 0 190442 0 0 0 KIRK SWENSON SENIOR PRINCIPAL ENGINEER 154658 0 0 0 0 0 14580 0 743 0 169981 0 0 0 DANIEL DAMELIN SENIOR RESEARCHER 150507 0 0 0 0 0 14504 0 743 0 165754 0 0 0 DOUG MARTIN SENIOR PRINCIPAL ENGINEER 143501 0 0 0 0 0 13868 0 743 0 158112 0 0 0 SUSAN BRAU DIRECTOR OF FINANCE 135691 0 0 0 0 0 12033 0 3114 0 150838 0 0 0 FORM 990, PART III, LINE 1: WE DESIGN AND RESEARCH DIGITAL TOOLS, SIMULATIONS, AND CURRICULA FOR SCIENCE, MATH, ENGINEERING, DATA SCIENCE, AND COMPUTER SCIENCE. ALL RESOURCES ARE FREE AND OPEN SOURCE. WE ALSO DESIGN PROFESSIONAL LEARNING EXPERIENCES THAT HELP TEACHERS INTEGRATE OPEN-SOURCE DIGITAL TOOLS INTO INSTRUCTION, STRENGTHENING STUDENT ENGAGEMENT AND STEM READINESS. OUR WORK SERVES EDUCATORS AND LEARNERS ACROSS FORMAL K-14 AND INFORMAL SETTINGS. THE COMMON ONLINE DATA ANALYSIS PLATFORM (CODAP.CONCORD.ORG) EMPOWERS STUDENTS TO EXPLORE AND VISUALIZE DATA IN MULTIPLE, OPEN-ENDED, INQUIRY-BASED WAYS. IN FY25, OVER 65,000 EDUCATORS SUBSCRIBED TO OUR E-NEWS COMMUNICATIONS CHANNELS FOR RESOURCES, RESEARCH UPDATES, AND OPPORTUNITIES TO PARTICIPATE IN PILOTS. OUR DIGITAL LIBRARY, LEARN.CONCORD.ORG, FEATURES OVER 375 SCIENTIFICALLY ACCURATE MODELS AND ACTIVITIES, FREELY AVAILABLE AND USED ANNUALLY BY OVER 100,000 TEACHERS AND OVER 1.5 MILLION LEARNERS GLOBALLY. IN TOTAL, THERE ARE OVER 2 MILLION ACTIVE USERS ACROSS OUR PRODUCTS. OUR NETWORK OF PARTNERS INCLUDES SCHOOLS AND DISTRICTS ACROSS THE COUNTRY. WE ALSO COLLABORATE WITH ED TECH COMPANIES AND PUBLISHERS TO INCORPORATE SIMULATIONS INTO ASSESSMENTS, CURRICULA, AND DIGITAL PLATFORMS, EXTENDING THE REACH AND IMPACT OF NEXT-GENERATION STEM LEARNING TOOLS. FORM 990, PART VI, SECTION A, LINE 8B NO MINUTES ARE REQUIRED TO BE TAKEN FOR THE FINANCE COMMITTEE MEETING. THE TREASURER AND CFO REPORT WHAT IS DISCUSSED IN THE MEETING TO THE FULL BOARD AND THE MINUTES ARE TAKEN AT THIS TIME AND BECOME PART OF THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE CFO SENDS THE FORM 990 TO THE BOARD FOR REVIEW AND DRAWS ATTENTION TO THE ITEMS WARRANTING ATTENTION BY THE BOARD MEMBERS. THE FINANCE COMMITTEE APPROVES THE FORM AND NO RESPONSE IS REQUIRED FROM THE REMAINING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST POLICY FORM ON AN ANNUAL BASIS AND THE FORMS ARE REVIEWED BY THE FINANCE COMMITTEE BEFORE THE RECOMMENDATION IS MADE TO THE FULL BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE BOARD. THE COMPENSATION OF THE SENIOR MANAGERS ARE REVIEWED AND APPROVED BY THE CEO AND CFO. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC IN MASSACHUSETTS ATTORNEY GENERAL'S OFFICE OR UPON REQUEST. THE FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE ON OUR WEBSITE. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTING FIRM.