2025-03-21T13:46:11-05:00 2024-09-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2023-10-01 043254131 THE CONCORD CONSORTIUM INCORPORATED CONC 9784053200 25 LOVE LANE CONCORD MA 01742 SUSAN BRAU DIRECTOR OF FINANCE 9784053200 2025-03-20 1 1 CHARLES J WEBB CPA P01584539 5083669100 2025-03-20 2023 2025-03-06 01:10:19Z CHAD DORSEY 25 LOVE LANE CONCORD MA 01742 9414317 0 X WWW.CONCORD.ORG X 1994 MA TO IGNITE LARGE-SCALE IMPROVEMENTS IN TEACHING AND LEARNING THROUGH TECHNOLOGY. 15 14 48 14 0 0 8740168 8917573 745204 452225 18359 44265 5320 254 9509051 9414317 0 0 0 0 6274222 6556517 0 0 0 3910794 3711805 10185016 10268322 -675965 -854005 4462056 3437093 1936116 1765158 2525940 1671935 X THE CONCORD CONSORTIUM IS A RESEARCH AND DEVELOPMENT ORGANIZATION DEDICATED TO TRANSFORMING EDUCATION THROUGH TECHNOLOGY...(CONTINUED ON SCHEDULE O) 0 0 3444082 452479 DATA SCIENCE EDUCATION - WE ARE INSPIRING MEANINGFUL DATA SCIENCE EDUCATION. IN FY24, WE RE-ENGINEERED THE SOURCE CODE OF THE COMMON ONLINE DATA ANALYSIS PLATFORM (CODAP), THE PREMIER DATA SCIENCE SOFTWARE FOR LEARNERS; TOOK THE FIRST STEP TOWARDS DEVELOPING AN OPEN-SOURCE ECOSYSTEM TO ENGAGE AND EXPAND THE CODAP COMMUNITY; LED FIELD-WIDE EFFORTS TOWARD CODIFYING A LEARNING PROGRESSION FRAMEWORK FOR DATA SCIENCE EDUCATION VIA NATIONAL CONVENINGS; AND COLLABORATED WITH DOZENS OF UNIVERSITIES AND NONPROFIT ORGANIZATIONS ON PROJECTS AIMED TO INCREASE DATA SCIENCE EDUCATION OPPORTUNITIES FOR K-14 LEARNERS ACROSS THE COUNTRY. FOR EXAMPLE, IN OUR CONTEXTUALIZING DATA EDUCATION VIA PROJECT-BASED LEARNING PROJECT, WE CO-DESIGNED INTERDISCIPLINARY DATA-INFUSED LESSONS FOR THE NATIONALLY DISTRIBUTED EL EDUCATION PROJECT-BASED LEARNING MODULES FOR MIDDLE SCHOOL SCIENCE AND SOCIAL STUDIES CLASSROOMS. 1361614 ARTIFICIAL INTELLIGENCE (AI) - WE ARE BOTH TEACHING ABOUT AND WITH AI. IN FY24, WE INCORPORATED AI TECHNOLOGY INTO OUR COLLABORATIVE LEARNING PLATFORMS TO HELP TEACHERS QUICKLY AND EASILY INTERPRET, CATEGORIZE, AND REACT TO STUDENTS' SENSEMAKING. WE ARE ALSO WORKING TO HELP STUDENTS THEMSELVES LEARN ABOUT THE TECHNOLOGIES UNDERLYING AI SYSTEMS, PREPARING THEM TO UNDERSTAND THE TOOLS THAT ARE SO QUICKLY SHAPING THEIR FUTURE. WE REFINED AND RESEARCHED OUR STORYQ APP FOR STUDENTS IN GRADES 6 TO 12 TO EXPLORE TEXT CLASSIFICATION MODELS, A COMMON TYPE OF AI THAT PROCESSES LANGUAGE; DESIGNED CURRICULUM MODULES FOR STUDENTS TO EXPLORE LANGUAGE-BASED AI APPLICATIONS AND RELATED CAREERS IN THEIR MATH, ENGLISH LANGUAGE ARTS, AND HISTORY CLASSES; INTEGRATED AI LEARNING IN MATH CLASSES FOR VIRTUAL SCHOOLS; AND DEVELOPED INNOVATIVE TECHNOLOGIES WITH AI AGENTS EMBEDDED IN OUR CURRICULUM RESOURCES. FOR EXAMPLE, IN THE MOBILE ONLINE STUDIO PROJECT, WE SEND STUDENT-GENERATED ARTIFACTS TO AN AI AGENT FOR ANALYSIS, THEN REPORT BACK TO THE MIDDLE SCHOOL STUDENTS TO HELP THEM EXPLORE IDEAS WITHIN ENGINEERING DESIGN PROBLEM CONTEXTS. 3203797 INNOVATIVE STEM SIMULATIONS - WE ARE ENABLING INQUIRY AND EXPERIMENTATION WITH SCIENTIFICALLY ACCURATE VIRTUAL LABS. IN FY24, WE COLLABORATED WITH CURRICULUM DEVELOPERS, RESEARCHERS, AND SCIENTISTS TO ENGAGE STUDENTS IN AUTHENTIC SCIENCE PRACTICES THROUGH SCIENTIFICALLY ACCURATE INTERACTIVE SIMULATIONS FOR EARTH SCIENCE, PHYSICAL SCIENCE, MATHEMATICAL MODELING, DATA SCIENCE, AND MORE. FOR EXAMPLE, WE DEVELOPED THE BOREAL FOREST FIRE EXPLORER FOR STUDENTS TO INVESTIGATE VARIABLES SPECIFIC TO THE IMPACTS AND ECOLOGICAL EFFECTS OF REPEAT FIRES IN THE BOREAL ECOSYSTEM OVER TIME AND IN A CHANGING CLIMATE; THE GEOCODER IN WHICH STUDENTS WRITE BLOCK CODE, OBSERVE THE RESULTING VISUALIZATIONS, AND INTERPRET THE COMPUTATIONAL OUTPUTS ON LOCATION-SPECIFIC MAPS TO LEARN ABOUT EARTHQUAKES; AND THE COASTAL CHANGE BEACH MODEL FOR STUDENTS TO SIMULATE WAVE AND SEA LEVEL CONDITIONS THAT MIMIC STORM SURGES TO EXPLORE COASTAL EROSION. 8009493 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 1 105 0 1 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 MA CA X SUSAN BRAU 9784053200 25 LOVE LANE CONCORD MA 01742 CHAD DORSEY PRESIDENT/CEO 40.00 X X 250237 0 54831 HELEN QUINN CHAIR 1.00 X X 0 0 0 CHRISTOPHER MANOS TREASURER 1.00 X X 0 0 0 KATHLEEN HURLEY BOARD MEMBER 0.50 X 0 0 0 KIM KASTENS BOARD MEMBER 0.50 X 0 0 0 PAULETTE ALTMAIER BOARD MEMBER 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 0.50 X 0 0 0 CARISSA LITTLE BOARD MEMBER 0.50 X 0 0 0 DWAYNE MCCLARY BOARD MEMBER (AS OF 1/2024) 0.50 X 0 0 0 RON OTTINGER BOARD MEMBER (AS OF 1/2024) 0.50 X 0 0 0 LAWRENCE BEHAN CFO 40.00 X 211014 0 21283 LESLIE BONDARYK CTO 40.00 X 166524 0 47165 AMY PALLANT SENIOR RESEARCHER 40.00 X 148206 0 45068 CAROLYN STAUDT SENIOR RESEARCHER 40.00 X 153692 0 27366 KIRK SWENSON SENIOR PRINCIPAL ENGINEER 40.00 X 149199 0 14870 DAN DAMELIN SENIOR RESEARCHER 40.00 X 142927 0 14797 1221799 0 225380 14 0 1 0 TSCUBE TECHNOLOGIES LLC 712 TRILLIUM CIRCLE ACTON MA 01720 SOFTWARE DEVELOPMENT 179774 INSOURCE SERVICES INC 148 LINDEN ST WELLESLEY MA 02482 IT AND ACCOUNTING SUPPORT 138821 PIOTR JANIK GENERALA AUGUSTA FIELDORFA-NILA 17/ KRAKOW PL 31-209 SOFTWARE DEVELOPMENT 131320 3 7936244 981329 8917573 CONTRACT REVENUE 541900 452225 452225 452225 44265 44265 MISCELLANEOUS INCOME 900099 254 254 254 9414317 452479 0 44265 546705 162223 384482 4521348 3471527 1049821 456305 350814 105491 657216 482657 174559 374943 271349 103594 10458 10458 49755 49755 921781 815293 106488 44401 38146 6255 452039 324197 127842 257354 183400 73954 132741 104827 27914 79605 71269 8336 1680 1680 22880 22880 SUBCONTRACTORS 1595757 1595757 PARTICIPANT SUPPORT 69059 69059 MISCELLANEOUS 68601 64939 3662 DUES AND SUBSCRIPTIONS 5694 2356 3338 10268322 8009493 2258829 0 244632 2514168 895384 1298843 1868907 65138 37329 5499 1680 0 3819 583907 387022 4462056 3437093 941564 888488 994552 876670 1936116 1765158 X 1155150 1202363 1370790 469572 2525940 1671935 4462056 3437093 -854005 0 X X 0 1 X 1 1 1 X 8479847 7479792 10553666 8740168 8917573 44171046 8479847 7479792 10553666 8740168 8917573 44171046 44171046 2987 773 145 18359 44265 66529 44237575 2751393 0.99850 0.99940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5499 1680 3819 3819 SECURITY DEPOSITS 33750 RIGHT-OF-USE ASSET - OPERATING 353272 387022 GRANT ADVANCES 511175 OPERATING LEASE OBLIGATION 365495 876670 X 9471863 57546 57546 9414317 0 9414317 10325868 57546 57546 10268322 0 10268322 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, 2024. 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 250237 0 0 0 0 0 26001 0 28830 0 305068 0 0 0 LAWRENCE BEHAN CFO 211014 0 0 0 0 0 20473 0 810 0 232297 0 0 0 LESLIE BONDARYK CTO 166524 0 0 0 0 0 17489 0 29676 0 213689 0 0 0 AMY PALLANT SENIOR RESEARCHER 148206 0 0 0 0 0 15392 0 29676 0 193274 0 0 0 CAROLYN STAUDT SENIOR RESEARCHER 153692 0 0 0 0 0 15373 0 11993 0 181058 0 0 0 KIRK SWENSON SENIOR PRINCIPAL ENGINEER 149199 0 0 0 0 0 14060 0 810 0 164069 0 0 0 DAN DAMELIN SENIOR RESEARCHER 142927 0 0 0 0 0 13987 0 810 0 157724 0 0 0 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. 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.