2020-04-14T06:44:54-05:00 2019-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2018-07-01 043259160 CITIZEN SCHOOLS INC CITI 6176952300 1 BEACON STREET NO 2200 BOSTON MA 02108 EMILY MCCANN CHIEF EXECUTIVE OFFICER 6176952300 2020-04-06 1 JOHN BUCKLEY CPA P00830631 5083669100 2020-04-03 40.70.31.102 2020-04-06 10:25:59 ED P DD4E7B209644E916744C6AD2A8F749A4D1C29958 E5E10DB362A14A01DB0DA430DA7AA5B243C0C50A 2018 2020-09-23 17:36:50Z X EMILY MCCANN 1 BEACON STREET NO 2200 BOSTON MA 02108 10317623 0 X WWW.CITIZENSCHOOLS.ORG X 1995 MA CITIZEN SCHOOLS, INC. (CSI) PARTNERS ACTIVELY WITH PUBLIC MIDDLE SCHOOLS TO EDUCATE THE YOUTH, STRENGTHEN COMMUNITIES AND BRING NEW SOLUTIONS TO THE CHALLENGE OF YOUNG ADULT EDUCATION. 20 19 338 729 0 0 14571381 10274443 0 0 84 0 15747 -14421 14587212 10260022 0 0 0 0 11829690 8629081 0 0 1293026 3983302 2883674 15812992 11512755 -1225780 -1252733 5774066 4322086 1129847 1143457 4644219 3178629 X IN 2018 - 2019, CITIZEN SCHOOLS SERVED 3,432 STUDENTS FROM LOW INCOME COMMUNITIES 16 SCHOOL SITES IN SCHOOL DISTRICTS ACROSS THREE 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 1932213 STATE SERVICES - SERVICES PROVIDED BY BOTH STATE OFFICES AND NATIONAL HEADQUARTERS TO SUPPORT CAMPUS OPERATIONS. SERVICES INCLUDE REGIONAL RECRUITMENT OF CAMPUS STAFF AND CITIZEN TEACHERS, REGIONALLY-BASED STAFF TRAINING OF STAFF AND VOLUNTEERS, CURRICULUM DEVELOPMENT, DATABASE DEVELOPMENT AND TRAINING, MANAGEMENT OF LOCAL DISTRICT AND SCHOOL PARTNERSHIPS, FUNDERS AND OTHER KEY STAKEHOLDERS, REGIONAL BEST PRACTICE SHARING, AND DIRECT MANAGEMENT AND PROFESSIONAL DEVELOPMENT OF CAMPUS DIRECTORS. 3273103 CAMPUS OPERATIONS - CAMPUS OPERATIONS INCLUDES ALL COSTS INCURRED TO OPERATE CAMPUSES, 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) RELATED TO PROGRAM EXPENDITURES INCURRED AT THE CAMPUS LEVEL. 2635927 FIELD DEVELOPMENT - 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 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 US2020 NETWORK, WHICH SUPPORTS 20 COMMUNITY COALITIONS THAT OFFER HIGH QUALITY PROJECT BASED STEM LEARNING WITH EXPERTS TO OVER 100,000 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. 972167 NATIONAL SERVICES - 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. 972167 8813410 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 338 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 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 NJ X ELISHA MUSKAT 6176952300 1 BEACON STREET NO 2200 BOSTON MA 02108 SETH KALVERT BOARD MEMBER 1.00 X 0 0 0 MIKE KEATING BOARD MEMBER 1.00 X 0 0 0 KATE O'LEARY BOARD MEMBER 1.00 X 0 0 0 BROOKS TINGLE BOARD MEMBER 1.00 X 0 0 0 JOYCE COLEMAN BOARD MEMBER 1.00 X 0 0 0 EMILY MCCANN CEO & BOARD MEMBER 40.00 X X 225792 0 32255 SUSAN SIEBERT BOARD MEMBER 1.00 X 0 0 0 GERRY MCGRAW 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 ERIC SCHWARZ BOARD CHAIR 1.00 X 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 ROSEMARY REILLY BOARD MEMBER (NON-VOTING) 1.00 X 0 0 0 LAURA DEBONIS BOARD MEMBER 1.00 X 0 0 0 ERYN BINGLE BOARD MEMBER (UNTIL 6/2019) 1.00 X 0 0 0 JOHN ORWIN BOARD MEMBER (UNTIL 12/2018) 1.00 X 0 0 0 TIM CONWAY BOARD MEMBER (UNTIL 12/2018) 1.00 X 0 0 0 ROBERT DICKEY BOARD MEMBER (UNTIL 12/2018) 1.00 X 0 0 0 WENDY HAINES EXECUTIVE DIRECTOR 40.00 X 150076 0 27180 NELL KISIEL VP STRATEGY BUS DVLPMNT 40.00 X 147034 0 29216 PRISCILLA COHEN CHIEF EE INITIATIVES 32.00 X 141761 0 26197 BRIDGET KEANE CHIEF EXT ENGAGEMENT OFFICER 40.00 X 137986 0 21070 AIMEE SARGENT CHIEF EXT ENGMNT OFFICER 40.00 X 127224 0 3817 929873 0 139735 7 0 1 0 POSITIVELY PARTNERS 1875 CONNECTICUT AVENUE NW WASHINGTON DC 20009 EMPLOYMENT CONSULTING 338694 THE BRIDGESPAN GROUP 2 COPLEY PLACE BOSTON MA 02116 EVALUATION SERVICES 136075 2 347495 3794921 6132027 10274443 43180 347495 57601 -14421 -14421 10260022 0 0 -14421 287065 157886 14353 114826 6847658 5496470 533301 817887 83702 68286 6640 8776 888316 663971 147184 77161 522340 416787 39705 65848 77652 77652 976835 689826 181236 105773 19513 18058 1455 28382 22296 6086 271004 195841 67184 7979 663573 369948 228677 64948 81978 76967 5011 51776 50678 1098 346325 244318 74308 27699 36515 32021 4494 TRANSPORTATION 140788 140788 DIRECT CAMPUS EXPENSES 87720 87720 MISCELLANEOUS 42779 31904 10875 COMMUNICATIONS 39414 32754 6660 19420 16891 400 2129 11512755 8813410 1406319 1293026 741315 237691 139058 29999 3899549 2947671 534198 974986 11487 29605 2816961 2714827 448459 102134 5774066 4322086 1129847 1143457 1129847 1143457 X 202600 371632 4441619 2806997 4644219 3178629 5774066 4322086 X -1252733 -212857 0 X X 0 1 X 1 1 1 X 26536422 20866361 18439403 14302927 10274443 90419556 26536422 20866361 18439403 14302927 10274443 90419556 280008 90139548 325 4482 332 84 5223 90424779 0.99680 0.98950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 60000 11477986 11537986 726899 181725 0 0 1000000 1000000 1000000 726899 3726899 5590349 116478 64592 52905 60000 293975 250000 250000 250000 181725 931725 1397588 136 136 22469 22469 0 2794492 2692358 102134 102134 X 12345729 2028106 57601 2085707 10260022 0 10260022 13598462 2028106 57601 2085707 11512755 0 11512755 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, 2019. CSI'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE ON 990 57,601. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE ON 990 57,601. MA WOW! NOW 242180 215541 26639 19387 5972 3673 CA BENEFITED 118096 105105 12991 3338 1 30399 26849 3550 4500 13680 7051 390675 347495 43180 27225 19652 10724 57601 -14421 X X X X X 0 0 0 0 0 0 0 0 0 EMILY MCCANN CEO & BOARD MEMBER 225792 0 0 0 0 0 6774 0 25481 0 258047 0 0 0 WENDY HAINES EXECUTIVE DIRECTOR 150076 0 0 0 0 0 4502 0 22678 0 177256 0 0 0 NELL KISIEL VP STRATEGY BUS DVLPMNT 147034 0 0 0 0 0 4411 0 24805 0 176250 0 0 0 PRISCILLA COHEN CHIEF EE INITIATIVES 141761 0 0 0 0 0 4253 0 21944 0 167958 0 0 0 BRIDGET KEANE CHIEF EXT ENGAGEMENT OFFICER 137986 0 0 0 0 0 4140 0 16930 0 159056 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 XII, LINE 2C: THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. FORM 990, PART XI, LINE 3: DURING FY19, THE ORGANIZATION UNDERWENT A NUMBER OF CHANGES AND IMPROVEMENTS. ALTHOUGH THEY NETTED A DEFICIT OF $1.2M FROM COMBINED OPERATIONS AND CHANGES TO DONOR-RESTRICTED FUNDS, FY19 RESULTED IN AN OPERATING SURPLUS OF $196K FROM UNRESTRICTED/WITHOUT DONOR RESTRICTIONS. THIS NOTES A TURNING POINT FOR THE ORGANIZATION TO REBUILD ITS UNRESTRICTED WORKING CAPITAL.