2023-04-24T12:39:45-05:00 2022-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2021-07-01 043259160 CITIZEN SCHOOLS INC CITI 6176952300 1 BEACON STREET 1500 BOSTON MA 02108 OSCAR CRUZ CHIEF EXECUTIVE OFFICER 6176952300 2023-04-18 1 OSCAR CRUZ XXX-XX-XXXX JOHN BUCKLEY CPA P00830631 5083669100 2023-04-18 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z OSCAR CRUZ 1 BEACON STREET NO 1500 BOSTON MA 02108 13897873 0 X WWW.CITIZENSCHOOLS.ORG X 1995 MA CITIZEN SCHOOLS, INC. (CSI) HELPS ALL STUDENTS TO THRIVE IN SCHOOL AND BEYOND THROUGH HANDS-ON LEARNING AND CAREER MENTORS. CITIZEN SCHOOLS IS A NATIONAL NONPROFIT THAT WORKS IN SCHOOL, AFTER SCHOOL AND AT THE SYSTEMS-LEVEL TO PROVIDE HANDS-ON LEARNING AND MENTORS FROM COMPANIES AND COMMUNITY ORGANIZATIONS. OVER THE LAST 25 YEARS, CITIZEN SCHOOLS HAS HELPED 50,000 UNDERREPRESENTED STUDENTS BUILD CONFIDENCE, GAIN 21ST CENTURY SKILLS AND DEVELOP INTEREST IN CAREER PATHWAYS. 16 16 127 411 0 0 8840422 13897848 0 0 101 25 0 0 8840523 13897873 0 200000 0 0 4544546 4696133 0 0 1198262 2721849 3351575 7266395 8247708 1574128 5650165 5221320 11263142 447763 839420 4773557 10423722 X IN FISCAL YEAR 2022, CITIZEN SCHOOLS SERVED 1,000 STUDENTS FROM LOW INCOME COMMUNITIES 10 SCHOOL SITES IN SCHOOL DISTRICTS ACROSS TWO STATES. STUDENTS ARE ENROLLED FOR THE ENTIRE SCHOOL YEAR AND PARTICIPATE IN AN INTEGRATED PROGRAM OF ACADEMIC SUPPORT, HANDS-ON LEARNING WITH EXPERTS (APPRENTICESHIPS), AND COMMUNITY EXPLORATIONS. 0 0 2912102 200000 ELT - INCLUDES ALL COSTS INCURRED TO OPERATE THE ELT PROGRAM, WHICH INCLUDES THE SALARY AND BENEFITS OF STAFF MEMBERS (CAMPUS DIRECTORS, PART-TIME TEACHING ASSOCIATES), THE STIPEND AND BENEFITS FOR AMERICORPS SERVICE MEMBERS (TEACHING FELLOWS) AND ALL OTHER EXPENSES (E.G. SUPPLIES, TRANSPORTATION). IT ALSO INCLUDES COSTS FOR RECRUITMENT, TRAINING, RETENTION AND SUPPORT OF STAFF, SERVICE MEMBERS, AND VOLUNTEERS; CURRICULUM DEVELOPMENT; DATABASE AND EVALUATION MANAGEMENT; MANAGEMENT OF LOCAL DISTRICT AND SCHOOL PARTNERSHIPS, FUNDERS AND OTHER STAKEHOLDERS, BEST PRACTICE SHARING. 1343149 FIELD DEVELOPMENT AND MAKERS + MENTORS NETWORK - CSI IS DEDICATED TO MOBILIZING PUBLIC AND COMMUNITY SUPPORT FOR HIGH-QUALITY AFTER-SCHOOL PROGRAMS THROUGH RESEARCH, EVALUATION, INNOVATION, ADVOCACY AND THE LEADERSHIP OF THE MAKERS + MENTORS (FORMERLY US2020) NETWORK. THE AGENCY ADVOCATES FOR THE CONTINUATION AND EXPANSION OF SPECIFIC PUBLIC FUNDING AND PUBLIC POLICY INITIATIVES THAT SUPPORT 21ST CENTURY SKILL DEVELOPMENT, MENTORSHIP, AMERICORPS NATIONAL SERVICE, AND OUT OF SCHOOL TIME. CSI ALSO FOCUSES ITS EFFORTS ON INNOVATION, INCLUDING THE MAKERS + MENTORS NETWORK, WHICH SUPPORTS 20 COMMUNITY COALITIONS THAT OFFER HIGH QUALITY PROJECT BASED STEM LEARNING WITH EXPERTS TO OVER 200,000 STUDENTS. CSI ALSO ENGAGES IN EVALUATION WITH THIRD PARTY INSTITUTIONS TO PROVE THE EFFICACY OF ITS PROGRAM. FINALLY, THE AGENCY OFFERS AN INNOVATIVE TEACHING FELLOWSHIP, A TWO-YEAR LEADERSHIP DEVELOPMENT PROGRAM FOR ASPIRING YOUNG EDUCATORS THAT INCLUDES THE OPPORTUNITY TO EARN A MASTER'S DEGREE AND TEACHING CERTIFICATION, AND IS PILOTING A NEW TEACHER SUPPORT MODEL TO BRING APPRENTICESHIP-STYLE LEARNING INTO THE TRADITIONAL CLASSROOM. 1448139 NATIONAL SERVICES AND CATALYST - SERVICES PROVIDED BY CSI'S NATIONAL OFFICE TO SUPPORT STATE OFFICES AND CAMPUS OPERATIONS. SERVICES INCLUDE NATIONAL RECRUITMENT OF CAMPUS STAFF AND CITIZEN TEACHERS, MANAGEMENT OF NATIONAL RELATIONSHIPS AND KEY STAKEHOLDERS, NATIONWIDE BEST PRACTICE SHARING, NATIONALLY-BASED STAFF TRAINING, PROGRAM RESEARCH AND EVALUATION, AND CURRICULUM, INSTRUCTION AND TRAINING SUPPORT. NATIONAL SERVICES ALSO INCLUDE THE DEVELOPMENT, LAUNCH AND IMPLEMENTATION OF THE CATAYST PROGRAM, SUPPORTING TEACHERS TO DELIVER HANDS-ON PROJECT BASED LEARNING DURING SCIENCE CLASSES ACROSS THE COUNTRY. 5703390 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 59 0 1 127 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 MA NC NY CA X BENJAMIN PETTY 6176952300 1 BEACON STREET NO 1500 BOSTON MA 02108 EMILY MCCANN CEO & BOARD MEMBER (UNTIL 7/21) 40.00 X X 279327 0 16955 MICHAEL KEATING CHAIR 1.00 X X 0 0 0 SETH KALVERT TREASURER 1.00 X X 0 0 0 KATE O'LEARY BOARD MEMBER 1.00 X 0 0 0 SUSAN SIEBERT BOARD MEMBER 1.00 X 0 0 0 KRISTIN HENDLER BOARD MEMBER 1.00 X 0 0 0 MARITERE MIX BOARD MEMBER 1.00 X 0 0 0 TODD ECKLER BOARD MEMBER 1.00 X 0 0 0 VINCENT LETTERI BOARD MEMBER 1.00 X 0 0 0 LYNN WIATROWSKI BOARD MEMBER 1.00 X 0 0 0 ELIAS MIRANDA BOARD MEMBER 1.00 X 0 0 0 BOB FRANCE BOARD MEMBER 1.00 X 0 0 0 WESLEY FORD BOARD MEMBER 1.00 X 0 0 0 BING HOWELL BOARD MEMBER 1.00 X 0 0 0 TONY BARNES BOARD MEMBER 1.00 X 0 0 0 DANIELLE WANG BOARD MEMBER 1.00 X 0 0 0 FREDERICK SCHWARZ BOARD MEMBER 1.00 X 0 0 0 KRISTY CUNNINGHAM BOARD MEMBER 1.00 X 0 0 0 CHRISTINE FRASER BOARD MEMBER 1.00 X 0 0 0 OSCAR CRUZ CHIEF EXECUTIVE OFFICER (AS OF 10/21) 40.00 X 32981 0 0 ELISHA MUSKAT EXEC VP/INTERIM CEO (7/21-10/21) 40.00 X 179885 0 515 NADIA SELBY VICE PRESIDENT, IMPACT 40.00 X 128470 0 15310 MICHELE CARTER VICE PRESIDENT, TALENT, PEOPLE & CULTURE 40.00 X 128410 0 13261 ANNA YU CHIEF GROWTH OFFICER 40.00 X 142423 0 4767 ELIZABETH MICCI MANAGING DIRECTOR, PROGRAM 40.00 X 107029 0 30373 COLIN LACY VP, COMMUNITY PARTNERSHIPS 40.00 X 117062 0 16386 1115587 0 97567 8 0 1 0 INSOURCE SERVICES 148 LINDEN STREET WELLESLEY MA 02482 ACCOUNTING AND IT SERVICES 164262 1 3019266 10878582 13897848 25 25 13897873 0 0 25 X 200000 200000 523903 342400 42354 139149 3486243 2011068 772001 703174 31526 17713 6955 6858 356408 209023 73172 74213 298053 165417 67017 65619 1089 1089 154992 154992 60000 60000 2459497 2319464 57791 82242 91130 72396 8662 10072 36492 19226 9906 7360 187482 103826 40726 42930 112147 60833 25351 25963 90516 46612 23134 20770 24139 13094 5457 5588 46510 24725 11233 10552 MISCELLANEOUS 38216 1419 36747 50 COMMUNICATIONS 19204 13689 2725 2790 MEETINGS AND TRAININGS 15212 9182 6030 DIRECT CAMPUS EXPENSES 11589 11589 3360 1714 714 932 8247708 5703390 1346056 1198262 1857452 551071 30210 8055020 1981984 305195 1240209 2293364 72057 43223 1613236 1597967 39408 15269 5221320 11263142 285907 680949 11856 150000 158471 447763 839420 X 3115104 10371027 1658453 52695 4773557 10423722 5221320 11263142 5650165 0 X X 0 1 X 1 1 1 X 14571381 10274443 8666680 8159895 13596878 55269277 14571381 10274443 8666680 8159895 13596878 55269277 94610 55174667 84 101 25 210 55269487 106849 0.99830 0.98410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 60000 8214998 8274998 563750 140938 0 0 726899 583279 513320 563750 2387248 3580872 60000 60000 60000 60000 240000 181725 145820 128330 140938 596813 895220 1613236 1597967 15269 15269 X 14297102 399229 399229 13897873 0 13897873 8646937 399229 399229 8247708 0 8247708 PART X, LINE 2: CSI 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. CSI HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2022. CSI'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. 1 ENVISIONEERS 330 TWIN DOLPHIN DRIVE SUITE 115 REDWOOD CITY CA 94065 862828543 501C3 200000 0 TO SUPPORT ENVISIONEERS SUCCESSFUL LAUNCH AND CONTINUATION OF THE CITIZEN SCHOOLS ELT PROGRAMS IN CALIFORNIA. 1 X X X X X 0 0 0 0 0 0 0 0 0 EMILY MCCANN CEO & BOARD MEMBER (UNTIL 7/21) 279327 0 0 0 0 0 8380 0 8575 0 296282 0 0 0 ELISHA MUSKAT EXEC VP/INTERIM CEO (7/21-10/21) 179885 0 0 0 0 0 0 0 515 0 180400 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B CSI'S EXECUTIVE COMMITTEE MEETINGS ARE INFORMATIONAL AND MINUTES ARE NOT MAINTAINED. ANY ISSUES ARE BROUGHT UP AT THE BOARD MEETINGS AND DOCUMENTED IN BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND PRESIDENT REVIEW THE FORM 990 AND PRESENT TO THE BOARD AND THE CEO FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS IS REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY EACH YEAR. BY SIGNING, THE SIGNER AGREES TO ADHERE TO THE POLICY WHICH INCLUDES AVOIDING CONFLICTS OF INTERESTS AND IMMEDIATE DISCLOSURE SHOULD ONE ARISE. ON-GOING ADHERENCE TO THE POLICY IS SUPPORTED BY THE FOLLOWING: 1. COMPENSATION: VOTING MEMBERS OF THE BOARD ARE NOT COMPENSATED BY CITIZEN SCHOOLS. 2. CONTRACTS AND PROCUREMENT: OUR PROCUREMENT PROCEDURES SUPPORT COMPLIANCE WITH OUR CONFLICT OF INTEREST POLICY (I.E. SOLICIATION OF MULTIPLE VENDORS, ANNUAL ZERO-BASED REQUIRING LINE ITEM JUSTIFICATION AND APPROVED SIGNATORIES ON ALL CHECK REQUESTS AND CHECKS FOR PURCHASES OVER $5,000). FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED BASED UPON THE BOARD'S REVIEW OF EXTERNAL COMPARATIVE DATA OF SIMILAR ORGANIZATIONS. THE COMPENSATION IS THEN APPROVED BY THE BOARD. FOR ALL STAFF, CITIZEN SCHOOLS HAS CREATED A SALARY STRUCTURE (A RANGE OF SALARIES THAT ARE DEEMED APPROPRIATE AND FAIR FOR CURRENT POSITIONS) ON WHICH BENCHMARKING IS DONE YEARLY AND UPDATES ARE MADE AS APPROPRIATE. PAY FOR THE CHIEF EXECUTIVE OFFICER IS DETERMINED BY THE BOARD OF DIRECTORS, WORKING WITH THE CHIEF TALENT OFFICER TO DETERMINE APPROPRIATE BENCHMARKS. ANY PAY INCREASES OTHER THAN THE STANDARD MERIT BASED ADJUSTMENT MUST BE APPROVED BY THE BOARD OF DIRECTORS. ANY PAY INCREASE FOR OTHER STAFF OUTSIDE OF MERIT BASED INCREASE OR CHANGE OF POSITION MUST BE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE WHICH MUST INCLUDE AT LEAST THE DIRECTOR OF HUMAN RESOURCES AND THE CEO. FORM 990, PART VI, SECTION C, LINE 19 CITIZEN SCHOOLS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 2,319,464. MANAGEMENT AND GENERAL EXPENSES 57,791. FUNDRAISING EXPENSES 82,242. TOTAL EXPENSES 2,459,497. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.