Concord Consortium INC FY2023 filing

Tax-deductible

Concord, MA501(c)(3)Since 1994EducationEIN 04-3254131Revenue $9.5M in FY2023

On file with the IRSconcord.org25 Love Ln, 01742-2345 · Concord, MATax-exempt since Oct 1995Publicly supported charity — 170(b)(1)(A)(vi)

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To ignite large-scale improvements in teaching and learning through technology.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $193K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $69K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.9M
43% of total assets
Looks good: liabilities are 43% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 14 voting members
Looks good: 13 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.5M
-17% vs prior year
Spent
$10.2M
To programs
79%
Net assets
$2.5M
By yearFY2020–FY2025
Revenue
$9.5M
FY2023▼ -17%
Tap a bar for its year
Revenue by fiscal year
FY2020$8.6M
FY2021$8.0M
FY2022$11.5M
FY2023$9.5M
FY2024$9.4M
FY2025$8.3M
Expenses
$10.2M
FY2023▲ +23%
Tap a bar for its year
Expenses by fiscal year
FY2020$9.7M
FY2021$7.9M
FY2022$8.3M
FY2023$10.2M
FY2024$10.3M
FY2025$7.9M
Net assets
$2.5M
FY2023▼ -21%
Tap a bar for its year
Net assets by fiscal year
FY2020−$100K
FY2021$7K
FY2022$3.2M
FY2023$2.5M
FY2024$1.7M
FY2025$2.1M

From the FY2023 Form 990 (year ending September 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1995.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $8.0M Management & general 21% · $2.2M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
President/CEO
$232,295Pt VII · Sec A
$193,047Pt VII · Sec A
Director of Technology
$166,423Pt VII · Sec A
Senior Researcher
$145,204Pt VII · Sec A
Senior Principal Engineer
$144,380Pt VII · Sec A
Director of Communications
$142,499Pt VII · Sec A
Senior Researcher
$139,594Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Chad Dorsey’s $260K as President/CEO is at the 92nd percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Chad Dorsey$259,714$250,237$232,295$216,089$213,639$213,639
Lawrence Behan$221,997$211,014$193,047$180,061$135,796—
Yu-Ling Wu————$68,980$180,624
Leslie Bondaryk$174,414$166,524$166,423$154,076$148,993$148,993
Sherry Hsi—————$173,113
Kirk Swenson$154,658$149,199$144,380$134,746$134,252$134,252
Carolyn Staudt—$153,692$145,204$135,459$136,702$136,702
Daniel Damelin$150,507—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves teaching and learning by integrating technology on a large scale.

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Provided by the organization

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3 programs · $2.1M · in their own filed words · FY2022
01

Data science learning experiences for middle school-aged girls in informal gaming clubs FY2023THE primary goal of the project is to design and investigate informal, game-based data science learning experiences for middle school-aged girls and gender-expansive youth that promote learning and interest in data science.

$784Kprogram expense
02

Leveraging dynamically linked representations in a semi-structured workspace to cultivate mathematical modeling competencies among secondary students (M2STUDIO) FY2023THE M2STUDIO project aims to cultivate mathematical modeling competencies among secondary students through a process-oriented pedagogical approach powered by a web-based…

$688Kprogram expense
03

Precipitating Change with Alaskan and Hawaiian Schools

Bridging indigenous and western science while mitigating coastal erosion project FY2023 the precipitating change with alaskan and hawaiian schools project (HTTPS://CONCORD.ORG/PRECIPITATING-CHANGE-ALASKA-HAWAII/) at the concord consortium is a multi-year collaboration with the university of montana; university of hawai'I, manoa; the…

$630Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Tumblehome INCFY2024$19K
Total grants receivedfrom 2 funders$69K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$9.5M
Ln 12
Gifts and grantsLn 1h$8.7M
Fees for servicesLn 2g$745K
Investment incomeLn 3$18K
Money outPt IX
$10.2M
Ln 25
Programscol B$8.0M
Managementcol C$2.2M
Owns and owesPt X
$2.5M
net assets · Ln 32
Cash and savingsLn 1–2$2.5M
Total assetsLn 16$4.5M
LiabilitiesLn 26$1.9M
PeoplePt VI, VII
20
listed · VII A
PaidVII A7
Voting boardVI 1a14
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.7M
Government grantsLn 1e$7.5M
Fees for servicesLn 2g$745K
Investment incomeLn 3$18K
Other incomeLn 4–11$5K
Total revenueLn 12$9.5M
Assets in detailPt X, end of year
SavingsLn 2$2.5M
Cash and savings togetherLn 1–2$2.5M
Other assetsLn 15$584K
Total assetsLn 16$4.5M
LiabilitiesLn 26$1.9M
Net assetsLn 32$2.5M
OperationsPt I, VI
EmployeesI 554
VolunteersI 611
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$3.1M$2.5M
Total assetsLn 16$4.5M$4.5M
LiabilitiesLn 26$1.3M$1.9M
Net assetsLn 32$3.2M$2.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$540K$188K$352K
Other salaries and wagesLn 7$4.3M$3.4M$952K
Pension plan contributionsLn 8$436K$436K
Other employee benefitsLn 9$615K$233K$382K
Payroll taxesLn 10$357K$357K
Legal feesLn 11b$578$578
Accounting feesLn 11c$44K$44K
Other fees for servicesLn 11g$897K$831K$66K
Office expensesLn 13$60K$36K$24K
Information technologyLn 14$528K$390K$138K
OccupancyLn 16$286K$209K$76K
TravelLn 17$118K$80K$38K
Conferences, conventions and meetingsLn 19$64K$8K$56K
InsuranceLn 23$24K$24K
Other expenses (24a–d)Ln 24$1.9M$1.9M$5K
Total functional expensesLn 25$10.2M$8.0M$2.2M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $8.3M$7.9M$458K$2.1M 990 PDF
FY2024 $9.4M$10.3M−$854K$1.7M 990 PDF
FY2023 Viewing $9.5M$10.2M−$676K$2.5M 990 PDF
FY2022 $11.5M$8.3M$3.2M$3.2M 990 PDF
FY2021 $8.0M$7.9M$106K$7K 990 PDF
FY2020 $8.6M$9.7M−$1.1M−$100K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $9,509,051 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $10,553,666$8,740,168
I-9 Program service revenuePrior year $739,727$745,204
I-10 Investment incomePrior year $145$18,359
I-11 Other revenuePrior year $195,853$5,320
I-12 Total revenuePrior year $11,489,391$9,509,051
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,493,847$6,274,222
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,800,414$3,910,794
I-18 Total expensesPrior year $8,294,261$10,185,016
I-19 Revenue less expensesPrior year $3,195,130−$675,965
Part VI · Governance 13 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $9,509,051 across 7 lines filed
VIII-1e Government grants$7,467,373
VIII-1f All other contributions, gifts and grants$1,272,795
VIII-1h Total contributions, gifts and grants$8,740,168
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $745,204$745,204
VIII-3 Investment incomeExcluded from tax $18,359$18,359
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,320$5,320
VIII-12 Total revenueRelated to mission $750,524 · Unrelated business $0 · Excluded from tax $18,359$9,509,051
Part IX · Statement of functional expenses $10,185,016 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $187,753 · Management $352,469$540,222
IX-7 Other salaries and wagesPrograms $3,374,355 · Management $952,041$4,326,396
IX-8 Pension plan contributionsPrograms $436,074$436,074
IX-9 Other employee benefitsPrograms $232,900 · Management $381,973$614,873
IX-10 Payroll taxesPrograms $356,657$356,657
IX-11b Legal feesManagement $578$578
IX-11c Accounting feesManagement $43,820$43,820
IX-11g Other fees for servicesPrograms $830,926 · Management $66,375$897,301
IX-13 Office expensesPrograms $35,770 · Management $23,899$59,669
IX-14 Information technologyPrograms $390,059 · Management $138,255$528,314
IX-16 OccupancyPrograms $209,412 · Management $76,133$285,545
IX-17 TravelPrograms $79,509 · Management $38,185$117,694
IX-19 Conferences, conventions and meetingsPrograms $7,917 · Management $56,486$64,403
IX-23 InsuranceManagement $23,667$23,667
IX-24 Other expenses (24a–d)Programs $1,884,319 · Management $5,484$1,889,803
IX-25 Total functional expensesPrograms $8,025,651 · Management $2,159,365 · Fundraising $0$10,185,016
Part X · Balance sheet $4,462,056 assets, 12 lines filed
X-2 Savings and temporary cash investmentsStart of year $3,127,478$2,514,168
X-4 Accounts receivableStart of year $1,257,019$1,298,843
X-9 Prepaid expenses and deferred chargesStart of year $50,569$65,138
X-15 Other assetsStart of year $38,544$583,907
X-16 Total assetsStart of year $4,473,971$4,462,056
X-17 Accounts payable and accrued expensesStart of year $831,283$941,564
X-25 Other liabilitiesStart of year $440,783$994,552
X-26 Total liabilitiesStart of year $1,272,066$1,936,116
X-27 Net assets without donor restrictionsStart of year $1,163,150$1,155,150
X-28 Net assets with donor restrictionsStart of year $2,038,755$1,370,790
X-32 Total net assets or fund balancesStart of year $3,201,905$2,525,940
X-33 Total liabilities and net assetsStart of year $4,473,971$4,462,056
Part XI · Reconciliation of net assets $2,525,940 net assets at year end
XI-1 Total revenue$9,509,051
XI-2 Total expenses$10,185,016
XI-3 Revenue less expenses−$675,965
XI-4 Net assets at start of year$3,201,905
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,525,940

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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