2019-05-09T16:17:11-05:00 2018-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2017-07-01 043259160 CITIZEN SCHOOLS INC CITI 6176952300 308 CONGRESS STREET-MUSEUM WHARF BOSTON MA 02210 KAIT ROGERS CHIEF EXECUTIVE OFFICER 6176952300 2019-05-03 1 JOHN BUCKLEY CPA P00830631 5083669100 2019-05-03 64.238.141.162 2019-05-03 09:03:52 ED P F4247996A0DFD92197EA51AEF4558D040C319DAA BD77D79559D70CF3614B5CF1A348E214CBBCA4B4 2017 2019-02-21 02:37:17Z EMILY MCCANN 308 CONGRESS STREET BOSTON MA 02210 14604644 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. 15 14 478 1618 0 33890 18439403 14571381 0 0 332 84 -176785 15747 18262950 14587212 0 0 0 0 15967148 11829690 0 0 1636090 4598343 3983302 20565491 15812992 -2302541 -1225780 7127198 5774066 1257199 1129847 5869999 4644219 X IN 2017 - 2018, CITIZEN SCHOOLS SERVED 3,2000 STUDENTS FROM LOW INCOME COMMUNITIES 20 SCHOOL SITES IN 9 SCHOOL DISTRICTS ACROSS FOUR 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 2290524 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. 5583265 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. 3321083 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 10 COMMUNITY COALITIONS THAT OFFER HIGH QUALITY PROJECT BASED STEM LEARNING WITH EXPERTS TO NEARLY 50,000 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. 1265496 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. 1265496 12460368 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 27 0 1 478 1 1 1 0 0 0 0 1 1 0 0 0 0 X 15 14 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 IL X ELISHA MUSKAT 6716952300 308 CONGRESS STREET BOSTON MA 02210 SANJEEV VERMA BOARD MEMBER 1.00 X 0 0 0 LYNN WIATROWSKI BOARD MEMBER 1.00 X 0 0 0 ROBERT DICKEY BOARD MEMBER 1.00 X 0 0 0 NED RIMER BOARD MEMBER 1.00 X 0 0 0 EMILY MCCANN CEO & BOARD MEMBER 40.00 X X 240385 0 32693 SUSAN SIEBERT BOARD MEMBER 1.00 X 0 0 0 LAWRENCE SUMMERS BOARD CHAIR 1.00 X X 0 0 0 GERRY MCGRAW BOARD MEMBER 1.00 X 0 0 0 SETH KALVERT BOARD MEMBER 1.00 X 0 0 0 LAURA DEBONIS BOARD MEMBER 1.00 X 0 0 0 ERYN BINGLE BOARD MEMBER 1.00 X 0 0 0 JOHN ORWIN BOARD MEMBER 1.00 X 0 0 0 ERIC SCHWARZ BOARD MEMBER 1.00 X 0 0 0 TORRENCE BOONE BOARD MEMBER 1.00 X 0 0 0 BRIAN CHU BOARD MEMBER 1.00 X 0 0 0 KAIT ROGERS CHIEF FIN & ADMIN (LEFT 7/2018) 40.00 X 101951 0 17870 BRIDGET KEANE CHIEF EXTERNAL ENGAGEMENT 40.00 X 139099 0 21070 NELL KISIEL SR. ADVISOR STRATEGIC INIT 40.00 X 155986 0 28858 WENDY HAINES EXECUTIVE DIRECTOR 40.00 X 160837 0 27503 PRISCILLA COHEN CHIEF EE INITIATIVES 40.00 X 141571 0 26191 MEGAN BIRD EXEC DIR 40.00 X 105770 0 17302 1045599 0 171487 10 0 1 0 POSITIVELY PARTNERS 1875 CONNECTICUT AVENUE NW WASHINGTON DC 20009 EMPLOYMENT CONSULTING 413980 THE BRIDGESPAN GROUP 2 COPLEY PLACE BOSTON MA 02116 EVALUATION SERVICES 125087 2 268454 5526120 8776807 14571381 84 84 33179 268454 17432 15747 15747 14587212 0 0 15831 456035 264391 36373 155271 9571394 7818889 825389 927116 119735 99360 10421 9954 943617 774228 72708 96681 738909 603708 62898 72303 43262 43262 976442 829803 146639 36682 33267 3415 77031 62406 9047 5578 328044 220293 79369 28382 933550 579769 270661 83120 198683 150863 18925 28895 250426 89362 9830 151234 588009 460403 78980 48626 81875 67583 8473 5819 STUDENT TRANSPORTATION 155047 155047 DIRECT CAMPUS EXPENSES 87897 87897 BAD DEBTS 74697 42967 13302 18428 COMMUNICATIONS 72853 54578 13592 4683 78804 65554 13250 15812992 12460368 1716534 1636090 1891136 741315 298825 139058 2713859 3899549 1107130 534198 173910 11487 4663605 4215146 942338 448459 7127198 5774066 1257199 1129847 1257199 1129847 X 2913917 202600 2956082 4441619 5869999 4644219 7127198 5774066 -1225780 0 X X 0 1 X 1 1 1 X 30311799 26536422 20866361 18439403 14302927 110456912 30311799 26536422 20866361 18439403 14302927 110456912 783140 109673772 1141 325 4482 332 84 6364 20507 20507 359225 359225 110843008 0.98950 0.96000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET SPECIAL EVENT INCOME 52905 52905 15760087 15812992 940650 235163 0 0 1000000 1000000 1000000 1000000 4000000 6000000 327777 116478 64592 52905 561752 250000 250000 250000 250000 1000000 1500000 282 136 0 418 1160766 1160766 0 3502839 3054380 448459 448459 X 14842822 238178 17432 255610 14587212 0 14587212 16068602 238178 17432 255610 15812992 0 15812992 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, 2018. 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 17,432. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE ON 990 17,432. MA BREAKFAST 140074 124666 15408 7883 2799 CA BENEFITED 103300 91937 11363 3338 62 1 58259 51851 6408 3000 350 301633 268454 33179 6338 8233 2861 17432 15747 X X X X X 0 0 0 0 0 0 0 0 0 EMILY MCCANN CEO & BOARD MEMBER 240385 0 0 0 0 0 7212 0 25481 0 273078 0 0 0 BRIDGET KEANE CHIEF EXTERNAL ENGAGEMENT 139099 0 0 0 0 0 2848 0 18222 0 160169 0 0 0 NELL KISIEL SR. ADVISOR STRATEGIC INIT 155986 0 0 0 0 0 4680 0 24178 0 184844 0 0 0 WENDY HAINES EXECUTIVE DIRECTOR 160837 0 0 0 0 0 4825 0 22678 0 188340 0 0 0 PRISCILLA COHEN CHIEF EE INITIATIVES 141571 0 0 0 0 0 4247 0 21944 0 167762 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 NO CHANGED SINCE THE PRIOR YEAR.