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← COLLABORATIVE FOR ACADEMIC SOCIALAND EMOTIONAL LEARNING - CASEL

Form 990 for tax year 2022

Filed by COLLABORATIVE FOR ACADEMIC SOCIALAND EMOTIONAL LEARNING - CASEL.

Totals

Total revenue
$4,968,694
Total expenses
$11,060,299
Contributions and grants received
$2,448,328
Grants paid
$0
Program service revenue
$2,203,186
Investment income
$316,693
Other revenue
$487
Total assets, end of year
$13,076,380
Total liabilities, end of year
$1,172,916
Net assets or fund balances, end of year
$11,903,464
Program services expenses (Part IX)
$8,345,146
Management and general expenses
$2,297,483
Fundraising expenses
$417,670
Program service expenses (Part III)
$8,345,146

Program services were 75.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $13,172

  • 1f · All other contributions, gifts and grants

    $2,435,156

  • 2a · Program service revenue: SEL TRAINING

    total $1,429,376 · related or exempt $1,429,376

  • 2b · Program service revenue: SEL EXCHANGE

    total $543,310 · related or exempt $543,310

  • 2c · Program service revenue: SEL FELLOWS ACADEMY

    total $230,500 · related or exempt $230,500

  • 3 · Investment income

    total $316,693 · excluded $316,693

  • 5 · Royalties

    total $487 · excluded $487

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $604,399 · management and general $604,399

  • 7 · Other salaries and wages

    total $5,326,083 · program services $4,321,019 · management and general $677,366 · fundraising $327,698

  • 8 · Pension plan contributions

    total $149,479 · program services $118,239 · management and general $22,273 · fundraising $8,967

  • 9 · Other employee benefits

    total $402,867 · program services $319,522 · management and general $59,113 · fundraising $24,232

  • 10 · Payroll taxes

    total $407,221 · program services $298,924 · management and general $85,627 · fundraising $22,670

  • 11b · Fees: legal

    total $16,524 · management and general $16,524

  • 11c · Fees: accounting

    total $51,016 · management and general $51,016

  • 11g · Fees: other

    total $2,157,442 · program services $1,737,988 · management and general $413,560 · fundraising $5,894

  • 13 · Office expenses

    total $65,356 · program services $53,961 · management and general $8,566 · fundraising $2,829

  • 14 · Information technology

    total $261,701 · program services $196,572 · management and general $59,243 · fundraising $5,886

  • 16 · Occupancy

    total $173,121 · program services $142,668 · management and general $24,000 · fundraising $6,453

  • 17 · Travel

    total $296,638 · program services $194,572 · management and general $101,477 · fundraising $589

  • 19 · Conferences, conventions and meetings

    total $887,503 · program services $753,179 · management and general $127,417 · fundraising $6,907

  • 23 · Insurance

    total $11,270 · program services $9,288 · management and general $1,562 · fundraising $420

  • 24a · Other expenses: MATERIALS AND SUPPLIES

    total $120,429 · program services $105,714 · management and general $11,440 · fundraising $3,275

  • 24b · Other expenses: MISCELLANEOUS

    total $108,973 · program services $74,151 · management and general $33,846 · fundraising $976

  • 24c · Other expenses: STAFF DEVELOPMENT

    total $20,277 · program services $19,349 · management and general $54 · fundraising $874

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,072,378 · end of year $3,702,723

  • 2 · Savings and temporary cash investments

    beginning of year $6,116,132 · end of year $8,700,483

  • 3 · Pledges and grants receivable

    beginning of year $1,665,504 · end of year $208,478

  • 4 · Accounts receivable

    beginning of year $337,582 · end of year $171,402

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $216,716

  • 10a · Land, buildings and equipment: cost or other basis

    $425,865

  • 10b · Land, buildings and equipment: accumulated depreciation

    $425,865

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $76,578

  • 17 · Accounts payable and accrued expenses

    beginning of year $961,004 · end of year $711,338

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $329,917 · end of year $385,000

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $76,578

  • 27 · Net assets without donor restrictions

    beginning of year $13,158,394 · end of year $9,168,236

  • 28 · Net assets with donor restrictions

    beginning of year $4,742,281 · end of year $2,735,228

Mission and programs · 2022

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.

  • 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.

    Expenses $5,169,464 · Revenue $1,659,876

  • 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.

    Expenses $2,143,649

  • 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.

    Expenses $1,032,033 · Revenue $543,310

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • TIMOTHY SHRIVER

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • STEPHEN ARNOLD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • DEBORAH DELISLE

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • LAWERENCE ABER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID ADAMS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARC BRACKETT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CATHERINE BRADSHAW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAUL GOREN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANICE JACKSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHI KIM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY SCHONERT-REICHL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHRUTI SEHRA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • ANDREA WISHOM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AALIYAH SAMUEL

    CEO

    Total calculated
    $302,884
    From this org
    $287,785
    From related orgs
    $0
    Other
    $15,099
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,785
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,099
    Filer's total
    $302,884

  • CATHERINE ROTHSCHILD

    COO - THRU DEC 2022

    Total calculated
    $301,515
    From this org
    $272,603
    From related orgs
    $0
    Other
    $28,912
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,603
    Bonus
    $0
    Other
    $0
    Deferred
    $11,597
    Nontaxable benefits
    $17,315
    Filer's total
    $301,515

  • TIM CORBETT

    VP OF FINANCE AND BUSINESS PLANNING

    Total calculated
    $219,944
    From this org
    $199,743
    From related orgs
    $0
    Other
    $20,201
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,743
    Bonus
    $0
    Other
    $0
    Deferred
    $8,459
    Nontaxable benefits
    $11,742
    Filer's total
    $219,944

  • ROB JAGERS

    VP OF RESEARCH

    Total calculated
    $245,661
    From this org
    $231,826
    From related orgs
    $0
    Other
    $13,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,826
    Bonus
    $0
    Other
    $0
    Deferred
    $5,418
    Nontaxable benefits
    $8,417
    Filer's total
    $245,661

  • MELISSA SCHLINGER

    VP OF INNOVATIONS AND PARTNERSHIPS

    Total calculated
    $249,428
    From this org
    $240,456
    From related orgs
    $0
    Other
    $8,972
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,456
    Bonus
    $0
    Other
    $0
    Deferred
    $8,337
    Nontaxable benefits
    $635
    Filer's total
    $249,428

  • JENNIFER SCHNEIDER

    CHIEF OF STAFF

    Total calculated
    $202,498
    From this org
    $196,063
    From related orgs
    $0
    Other
    $6,435
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,063
    Bonus
    $0
    Other
    $0
    Deferred
    $5,153
    Nontaxable benefits
    $1,282
    Filer's total
    $202,498

  • KAREN VANAUSDAL

    VP OF PRACTICE

    Total calculated
    $189,064
    From this org
    $171,532
    From related orgs
    $0
    Other
    $17,532
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,532
    Bonus
    $0
    Other
    $0
    Deferred
    $7,265
    Nontaxable benefits
    $10,267
    Filer's total
    $189,064

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
13 March 2024
IRS schema version
2022v5.0
Source object
202440929349300114

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