2022-04-06T10:09:02-05:00 2021-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2020-07-01 043259160 CITIZEN SCHOOLS INC CITI 6176952300 1 BEACON STREET NO 1500 BOSTON MA 02108 OSCAR CRUZ CURRENT CHIEF EXECUTIVE OFFICER 6176952300 2022-03-23 1 OSCAR CRUZ XXX-XX-XXXX JOHN BUCKLEY CPA P00830631 5083669100 2022-03-18 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z OSCAR CRUZ 1 BEACON STREET NO 1500 BOSTON MA 02108 8840523 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. 19 18 164 411 0 0 8666680 8840422 0 0 0 101 19704 0 8686384 8840523 0 0 0 0 7051773 4544546 0 0 606896 1613811 2721849 8665584 7266395 20800 1574128 4053223 5221320 853794 447763 3199429 4773557 X IN FISCAL YEAR 2021, CITIZEN SCHOOLS SERVED 1,500 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 1 3002521 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. 1301021 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. 1174522 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. 1174522 5478064 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 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 45 0 1 164 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 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 ELISHA MUSKAT 6176952300 1 BEACON STREET NO 1500 BOSTON MA 02108 EMILY MCCANN CEO & BOARD MEMBER (UNTIL 7/1/21) 40.00 X X 232853 0 20991 KYLE CONLEY CHIEF IMPACT OFFICER 40.00 X 178295 0 14122 AIMEE SARGENT VP, EXTERNAL ENGAGEMENT 40.00 X 148424 0 4519 ANNA YU CHIEF GROWTH OFFICER 40.00 X 139515 0 0 PRISCILLA COHEN MANAGING DIRECTOR, EXTERNAL ENGAGEMENT 40.00 X 124941 0 4557 MARIA DRAKE EXECUTIVE DIRECTOR, ELT 40.00 X 127205 0 616 COLIN LACY VP, COMMUNITY PARTNERSHIPS 40.00 X 113196 0 14689 ELISHA MUSKAT VP, FINANCE & OPERATIONS 40.00 X 126173 0 0 MIKE KEATING CHAIR 1.00 X X 0 0 0 SETH KALVERT TREASURER 1.00 X X 0 0 0 ROSEMARY REILLY CLERK (NON-VOTING) 1.00 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 ERIC 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 GERRY MCGRAW BOARD MEMBER (UNTIL 07/2020) 1.00 X 0 0 0 1190602 0 59494 9 0 1 0 INSOURCE SERVICES 148 LINDEN STREET WELLESLEY MA 02482 ACCOUNTING SERVICES 113208 1 4181435 4658987 47037 8840422 101 101 8840523 0 0 101 617285 455961 34104 127220 3046578 2146132 582979 317467 49952 38933 9737 1282 429263 328672 77947 22644 401468 326380 42853 32235 6903 6903 160194 160194 60000 60000 456304 291937 125251 39116 29603 4532 4679 20392 25980 13095 9398 3487 181409 153441 1241 26727 69235 56133 7511 5591 10252 4378 5008 866 36912 32020 1730 3162 53406 43259 5875 4272 DISCONTINUED OPERATIONS 1465323 1465323 MISCELLANEOUS 57814 4283 53174 357 DONATED GOODS 47037 47037 DIRECT CAMPUS EXPENSES 38269 38269 23208 15316 5814 2078 7266395 5478064 1181435 606896 1333355 1857452 30210 30210 2294005 1981984 295933 1240209 51309 72057 2876288 2836880 48411 39408 4053223 5221320 516915 285907 22328 11856 150000 314551 0 853794 447763 X 924018 3115104 2275411 1658453 3199429 4773557 4053223 5221320 1574128 0 X X 0 1 X 1 1 1 X 18439403 14571381 10274443 8666680 8159895 60111802 18439403 14571381 10274443 8666680 8159895 60111802 955098 59156704 332 84 101 517 60112319 207288 0.98410 0.99720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 60000 7206395 7266395 513320 128330 0 0 1000000 726899 583279 513320 2823498 4235247 52905 60000 60000 60000 232905 250000 181725 145820 128330 705875 1058813 2876288 2836880 39408 39408 X 7849953 755350 755350 7094603 1745920 1745920 8840523 6556422 755350 755350 5801072 1465323 1465323 7266395 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, 2021. CSI'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE FROM DISCONTINUED OPERATIONS 1,745,920. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSE FROM DISCONTINUED OPERATIONS 1,465,323. X X X X X 0 0 0 0 0 0 0 0 0 EMILY MCCANN CEO & BOARD MEMBER (UNTIL 7/1/21) 232853 0 0 0 0 0 7269 0 13722 0 253844 0 0 0 KYLE CONLEY CHIEF IMPACT OFFICER 178295 0 0 0 0 0 200 0 13922 0 192417 0 0 0 AIMEE SARGENT VP, EXTERNAL ENGAGEMENT 148424 0 0 0 0 0 4519 0 0 0 152943 0 0 0 X LAPTOPS 120 47037 PRICE PROVIDED BY DO 0 0 0 FORM 990, PART III, LINE 3 DURING FISCAL YEAR 2021, THE AGENCY MADE THE DECISION TO DISCONTINUE OPERATING THE EXPANDED LEARNING TIME PROGRAM IN CALIFORNIA EFFECTIVE JULY 1, 2021. AS A RESULT, THE OPERATIONS FOR THIS SEGMENT OF THE EXPANDED LEARNING TIME PROGRAM ARE PRESENTED AS NET INCOME FROM DISCONTINUED OPERATIONS IN THE ACCOMPANYING STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS FOR THE YEAR ENDED JUNE 30, 2021. 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 XII, LINE 2C: THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.