2026-04-20T13:13:47-05:00 2025-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-07-01 842359543 CASE METHOD INSTITUTE FOR EDUCATION AND DEMOCRACY INC CASE 6174950458 8 STORY STREET 100 CAMBRIDGE MA 02138 RACHEL CROCKER FORD MANAGING DIRECTOR 6174950458 2026-04-16 1 1 CAITLIN LIMOGES CPA P01633588 5083669100 2026-04-16 2024 2025-03-06 01:10:19Z RACHEL CROCKER FORD 8 STORY STREET 100 CAMBRIDGE MA 02138 1302023 0 X N/A X 2019 MA THE MISSION OF THE CASE METHOD INSTITUTE IS TO ENSURE THE HIGHEST QUALITY EDUCATION FOR AMERICA'S HIGH SCHOOL STUDENTS-AND TO FULFILL THE DEMOCRATIC PROMISE OF THAT EDUCATION-BY EMPOWERING TEACHERS TO HARNESS THE CASE METHOD IN THEIR CLASSROOMS. 5 5 16 7 0 0 900000 1065000 0 0 161403 237023 0 0 1061403 1302023 0 0 0 0 1128747 976331 0 0 23024 335183 339158 1463930 1315489 -402527 -13466 5333442 5255718 190908 126985 5142534 5128733 X THE MISSION OF THE CASE METHOD INSTITUTE IS TO ENSURE THE HIGHEST QUALITY EDUCATION FOR AMERICA'S HIGH SCHOOL STUDENTS-AND TO FULFILL THE DEMOCRATIC PROMISE OF THAT EDUCATION-BY EMPOWERING TEACHERS TO HARNESS THE CASE METHOD IN THEIR CLASSROOMS. 0 0 395087 TEACHER SUPPORT: CMI ESTABLISHES PARTNERSHIPS WITH TEACHERS ON AN INDIVIDUAL BASIS, PROVIDES TEACHERS WITH ONGOING SUPPORT AND COACHING, AND PURSUES A TWO-WAY EXCHANGE OF IDEAS AROUND HOW BEST TO UTILIZE THE CASE METHOD IN HIGH SCHOOLS. 315062 RECRUITING: CMI ACTIVELY LOOKS FOR WAYS TO REACH AND PARTNER WITH TEACHERS INTERESTED IN INTRODUCING THE CASE METHOD - AND ITS CASE-BASED CURRICULUM - INTO THEIR HIGH SCHOOL CLASSROOMS. THE INSTITUTE ALSO BRINGS CASE DISCUSSIONS AT TIMES TO OTHER AUDIENCES (SUCH AS SCHOOL ADMINISTRATORS OR MEMBERS OF THE GENERAL PUBLIC), WHO IN TURN OFTEN RECOMMEND THE PROGRAM TO TEACHERS IN THEIR NETWORKS. 216483 PROGRAM ASSESSMENT: CMI CONDUCTS RIGOROUS RESEARCH AND INTERNAL ASSESSMENTS TO EVALUATE THE EFFECTIVENESS OF ITS PROGRAM, IMPROVE AND REFINE ALL ASPECTS OF ITS WORK, AND PROVIDE TEACHERS WITH ACTIONABLE FINDINGS FROM ITS RESEARCH THAT HAVE THE POTENTIAL TO HELP STRENGTHEN CASE-BASED TEACHING IN THEIR CLASSROOMS. 127454 PROFESSIONAL DEVELOPMENT: CMI OFFERS PREMIER PROFESSIONAL DEVELOPMENT WORKSHOPS TO TEACHERS, INTRODUCING THEM TO THE CASE METHOD AND THE PROGRAM'S CASE-BASED CURRICULUM, AND SHOWING HOW BOTH CAN BE USED MOST EFFECTIVELY IN THE CLASSROOM. CASE DEVELOPMENT: CMI CURRENTLY DRAWS ON CASES FROM ITS HISTORY OF AMERICAN DEMOCRACY CURRICULUM FOR USE IN U.S. HISTORY, GOVERNMENT, AND CIVICS COURSES, AND IT IS WORKING TO BROADEN ITS CASE LIBRARY OVER TIME. 127454 1054086 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 7 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X JOANNA BEINHORN 6174950458 8 STORY STREET 100 CAMBRIDGE MA 02138 DAVID MOSS PRESIDENT 1.75 X X 0 0 0 STEPHEN COHEN CLERK 1.00 X X 0 0 0 MITCHELL WEISS DIRECTOR 1.00 X 0 0 0 DEIRDRE KAMLANI DIRECTOR 1.00 X 0 0 0 STACEY CHILDRESS DIRECTOR 1.00 X 0 0 0 MELANIE STINNETT MANAGING DIRECTOR (UNTIL 6/7/24) 37.50 X 54405 0 13126 WALTER FRIEDMAN TREASURER 1.75 X 0 0 0 RACHEL CROCKER FORD MANAGING DIRECTOR 40.00 X 178269 0 4589 TIM LAMBERT DIRECTOR OF RESEARCH 40.00 X 124440 0 11497 JOANNA BEINHORN OPERATINGS MANAGER 40.00 X 102970 0 20176 460084 0 49388 3 0 1 0 0 1065000 1065000 237023 237023 1302023 0 0 237023 198108 99864 81945 16299 607169 558995 48092 82 10699 9914 785 96562 79508 15184 1870 63793 52310 10207 1276 46560 46560 20779 16154 4232 393 30420 26819 3601 10331 9373 265 693 82722 75942 6027 753 78241 63776 12858 1607 49569 49569 2121 2121 6377 6377 MISCELLANEOUS 12038 9741 2246 51 1315489 1054086 238379 23024 948463 471872 4236070 4388528 250000 13327 22678 57381 2121 3300 55260 132282 67380 5333442 5255718 56603 57562 134305 69423 190908 126985 X 5142534 5128733 5142534 5128733 5333442 5255718 -13466 -335 0 X X 0 1 X 1 0 X 795000 450000 670000 900000 1065000 3880000 795000 450000 670000 900000 1065000 3880000 1712665 2167335 3763 1825 39343 161403 237023 443357 4323357 0.50130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1315489 1315489 206549 51637 0 0 203153 207603 221393 206549 838698 1258047 50788 51901 55348 51637 209674 314511 6975 2121 4854 50406 50406 55260 OPERATING LEASE OBLIGATION 69423 69423 X 2006332 -335 704644 704309 1302023 0 1302023 2020133 704644 704644 1315489 0 1315489 PART X, LINE 2: CMI 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. CMI HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2025. CMI'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. X 0 0 0 0 0 0 0 1 0 RACHEL CROCKER FORD MANAGING DIRECTOR 168269 0 10000 0 0 0 3565 0 1024 0 182858 0 0 0 PART I, LINE 7 BONUSES PAID TO EMPLOYEES ARE NON-FIXED PAYMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE AUDIT FIRM. BEFORE FILING WITH THE IRS, A DRAFT OF THE COMPLETED FORM 990 IS PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS AND IS REVIEWED IN DETAIL. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR CMI DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO EACH MEMBER OF THE BOARD OF DIRECTORS WHO THEN RETURNS A SIGNED ACKNOWLEDGEMENT AND DISCLOSURES STATEMENT. FOR THE FISCAL YEAR ENDED JUNE 30, 2025, ALL OF THE BOARD MEMBERS RETURNED FORMS CONFIRMING COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE MANAGING DIRECTOR IS REVIEWED AND APPROVED BY THE BOARD ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: CMI HAD A PROCESS IN PLACE TO SELECT THE AUDITOR AND OVERSEE THE AUDIT.