CITIZEN SCHOOLS INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CITIZEN SCHOOLS INC (EIN 04-3259160)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-14
- IRS object ID
- 201602889349300410
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-14T09:19:18-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1Txt |
| City | WESTBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043259160 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITIZEN SCHOOLS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CITI | BusinessNameControlTxt |
| Phone | 6176952300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 CONGRESS STREET-MUSEUM WHARF | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAIT ROGERS | PersonNm |
| Person Title | VP OF FINANCE & OPERATIONS | PersonTitleTxt |
| Phone | 6176952300 | PhoneNum |
| Signature | 2016-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BUCKLEY CPA | PreparerPersonNm |
| PTIN | P00830631 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2016-10-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAIT ROGERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,229,052 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CITIZENSCHOOLS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | CITIZEN SCHOOLS (CSI) PARTNERS ACTIVELY WITH PUBLIC MIDDLE SCHOOLS TO EXPAND THE LEARNING DAY FOR LOW-INCOME CHILDREN ACROSS THE COUNTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 725 | TotalEmployeeCnt |
| Total Volunteers | 1870 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,536,422 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,866,361 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $325 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,482 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$248,416 | PYOtherRevenueAmt |
| CY Other Revenue | -$141,501 | CYOtherRevenueAmt |
| PY Total Revenue | $26,288,331 | PYTotalRevenueAmt |
| CY Total Revenue | $20,729,342 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,405,027 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,090,432 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,991,475 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,094,580 | PYOtherExpensesAmt |
| CY Other Expenses | $5,798,371 | CYOtherExpensesAmt |
| PY Total Expenses | $29,499,607 | PYTotalExpensesAmt |
| CY Total Expenses | $25,888,803 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,211,276 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,159,461 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,847,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,630,386 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,515,877 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,457,846 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,332,001 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,172,540 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IN 2015-2016, CSI OPERATED AT 31 SITES, SERVING APPROXIMATELY 4,700 LOW-INCOME STUDENTS IN 11 SCHOOL DISTRICTS ACROSS SEVEN STATES. STUDENTS ARE ENROLLED FOR THE ENTIRE SCHOOL YEAR AND PARTICIPATE IN AN INTEGRATED PROGRAM OF SKILL-BUILDING, LEADERSHIP, AND TEAMWORK. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,076,342 | ExpenseAmt |
| Desc | STATE SERVICES - SERVICES PROVIDED BY CSI'S STATE OFFICERS TO DIRECTLY SUPPORT CAMPUS OPERATIONS. SERVICES INCLUDE REGIONAL RECRUITMENT OF CAMPUS STAFF AND CITIZEN TEACHERS, MANAGEMENT OF LOCAL RELATIONSHIPS AND KEY STAKEHOLDERS, REGIONAL BEST PRACTICE SHARING, REGIONALLY-BASED STAFF TRAINING AND DIRECT MANAGEMENT AND PROFESSIONAL DEVELOPMENT OF CAMPUS DIRECTORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,806,096 | ExpenseAmt |
| Desc | CAMPUS OPERATIONS - CAMPUS OPERATIONS INCLUDES ALL COSTS INCURRED TO OPERATE CSI'S CAMPUSES, WHICH INCLUDES FRONT-LINE MANAGERS AND STAFF (CAMPUS DIRECTORS, TEACHING FELLOWS, TEACHING ASSOCIATES) SALARY AND BENEFITS AND ALL OTHER EXPENSES (E.G. SUPPLIES, TRANSPORTATION) RELATED TO PROGRAM EXPENDITURES INCURRED AT THE CAMPUS LEVEL. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,789,069 | ExpenseAmt |
| Desc | FIELD DEVELOPMENT - CSI IS DEDICATED TO MOBILIZING PUBLIC AND COMMUNITY SUPPORT FOR HIGH-QUALITY AFTER-SCHOOL PROGRAMS. THE AGENCY'S FOCUS IS IN THESE AREAS: TWENTY-FIRST CENTURY SKILLS, PUBLIC POLICY INITIATIVES, AND RESOURCES FOR EXPANDED LEARNING TIME AND OUT-OF-SCHOOL LEARNING. SPECIFIC ACTIVITIES INCLUDE INNOVATIVE TEACHING FELLOW PROGRAMS, A TWO-YEAR LEADERSHIP DEVELOPMENT PROGRAM FOR ASPIRING YOUNG EDUCATORS THAT INCLUDES EARNING A MASTER'S OF EDUCATION DEGREE, SUPPORT FOR STEM PROGRAMMING AND INITIATIVES, NEW CAMPUS AND NEW STATE CULTIVATION AND OTHER EFFORTS BY AGENCY STAFF TO PROFESSIONALIZE THE FIELD OF AFTER-SCHOOL AND EXPANDED LEARNING TIME STUDY AND TO INFLUENCE NATIONAL AND REGIONAL PUBLIC POLICY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,705,051 | ExpenseAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,705,051 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $21,376,558 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 725 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAIT ROGERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6716952300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANDREW BALSON-RESIGNED 62016 | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANJEEV VERMA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN WIATROWSKI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT DICKEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD SKLOOT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRIPP JONES-RESIGNED 122015 | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC SCHWARZ | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $184,862 | $0 | $16,628 | Yes (X) | |
| NED RIMER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| OMAR WASOW | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY MCCANN | |||||||
| CEO & BOARD MEMBER | 40.00 | Yes (X) | $206,553 | $0 | $26,196 | Yes (X) | |
| SUSAN SIEBERT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN SCHWARTZ-RESIGNED 72015 | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE SUMMERS | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TIMOTHY CONWAY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GERRY MCGRAW | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SETH KALVERT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA DEBONIS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN ROTHSTEIN-RESIGNED 22016 | |||||||
| CEO & BOARD MEMBER | 40.00 | Yes (X) | $271,890 | $0 | $22,852 | Yes (X) | |
| KAIT ROGERS | |||||||
| VICE PRESIDENT OF FINANCE AND OPERATIONS | 40.00 | $136,126 | $0 | $21,859 | Yes (X) | ||
| KATHERINE MOTT | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $177,554 | $0 | $13,795 | Yes (X) | ||
| PATRICK KIRBY | |||||||
| CHIEF GROWTH OFFICER & EXECUTIVE DIRECTOR | 40.00 | $164,942 | $0 | $26,877 | Yes (X) | ||
| MARIA DRAKE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $147,430 | $0 | $5,686 | Yes (X) | ||
| ADAM MAURER | |||||||
| CHIEF TALENT OFFICER | 40.00 | $144,722 | $0 | $21,489 | Yes (X) | ||
| JOSHUA SINGLETARY | |||||||
| CHIEF INFORMATION OFFICER | 40.00 | $142,211 | $0 | $24,924 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,576,290 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $180,306 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ABT ASSOCIATES INC | |||||
| 55 WHEELER STREET | CAMBRIDGE | MA | 02138 | EVALUATION SERVICES | $389,655 |
| UNIFIED NETWORKING SOLUTIONS INC | |||||
| 10 COMMERCE WAY | RAYNHAM | MA | 02767 | IT SERVICES | $259,172 |
| BETSY TARLIN | |||||
| 88 COLUMBIA TERRACE | BROOKLINE | MA | 02446 | DEVELOPMENT STAFF OVERSIGHT AND ADVISING | $140,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,227,413 | FundraisingAmt |
| Government Grants | $9,723,751 | GovernmentGrantsAmt |
| All Other Contributions | $9,915,197 | AllOtherContributionsAmt |
| Noncash Contributions | $824,640 | NoncashContributionsAmt |
| Total Contributions | $20,866,361 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180 | TotalRevenueColumnAmt |
| Exclusion | $180 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $264,003 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $259,701 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,302 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,302 | TotalRevenueColumnAmt |
| Exclusion | $4,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $98,508 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,227,413 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $240,009 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$141,501 | TotalRevenueColumnAmt |
| Exclusion | -$141,501 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,729,342 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$137,019 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $671,794 | TotalAmt |
| Program Services | $417,332 | ProgramServicesAmt |
| Management And General | $29,972 | ManagementAndGeneralAmt |
| Fundraising | $224,490 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,575,769 | TotalAmt |
| Program Services | $13,742,770 | ProgramServicesAmt |
| Management And General | $1,523,368 | ManagementAndGeneralAmt |
| Fundraising | $1,309,631 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,969 | TotalAmt |
| Program Services | $126,868 | ProgramServicesAmt |
| Management And General | $8,895 | ManagementAndGeneralAmt |
| Fundraising | $5,206 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,377,005 | TotalAmt |
| Program Services | $1,221,983 | ProgramServicesAmt |
| Management And General | $85,497 | ManagementAndGeneralAmt |
| Fundraising | $69,525 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,324,895 | TotalAmt |
| Program Services | $1,094,458 | ProgramServicesAmt |
| Management And General | $117,269 | ManagementAndGeneralAmt |
| Fundraising | $113,168 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,486,461 | TotalAmt |
| Program Services | $1,348,831 | ProgramServicesAmt |
| Management And General | $137,630 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,726 | TotalAmt |
| Program Services | $65,048 | ProgramServicesAmt |
| Management And General | $6,678 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,860 | TotalAmt |
| Program Services | $117,190 | ProgramServicesAmt |
| Management And General | $18,781 | ManagementAndGeneralAmt |
| Fundraising | $17,889 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,441 | TotalAmt |
| Program Services | $377,761 | ProgramServicesAmt |
| Management And General | $106,468 | ManagementAndGeneralAmt |
| Fundraising | $36,212 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,024,125 | TotalAmt |
| Program Services | $684,427 | ProgramServicesAmt |
| Management And General | $274,487 | ManagementAndGeneralAmt |
| Fundraising | $65,211 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,390 | TotalAmt |
| Program Services | $303,262 | ProgramServicesAmt |
| Management And General | $37,374 | ManagementAndGeneralAmt |
| Fundraising | $45,754 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,594 | TotalAmt |
| Program Services | $360,505 | ProgramServicesAmt |
| Management And General | $27,194 | ManagementAndGeneralAmt |
| Fundraising | $19,895 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,388 | TotalAmt |
| Program Services | $529,756 | ProgramServicesAmt |
| Management And General | $71,637 | ManagementAndGeneralAmt |
| Fundraising | $47,995 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,430 | TotalAmt |
| Program Services | $95,942 | ProgramServicesAmt |
| Management And General | $9,958 | ManagementAndGeneralAmt |
| Fundraising | $7,530 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBTS | $286,841 | $243,929 | $15,986 | $26,926 |
| DIRECT CAMPUS EXPENSES | $228,365 | $228,365 | ||
| STUDENT TRANSPORTATION | $177,499 | $177,499 | ||
| COMMUNICATIONS | $111,626 | $93,382 | $16,201 | $2,043 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,625 | TotalAmt |
| Program Services | $147,250 | ProgramServicesAmt |
| Management And General | $33,375 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,888,803 | TotalAmt |
| Program Services | $21,376,558 | ProgramServicesAmt |
| Management And General | $2,520,770 | ManagementAndGeneralAmt |
| Fundraising | $1,991,475 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,647,190 | BOYAmt |
| EOY | $1,530,952 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,054 | BOYAmt |
| EOY | $492,546 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,405,565 | BOYAmt |
| EOY | $3,951,779 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,112,911 | BOYAmt |
| EOY | $2,190,987 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,319 | BOYAmt |
| EOY | $90,983 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,527,769 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,154,630 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,138 | BOYAmt |
| EOY | $1,373,139 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,701 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,847,878 | BOYAmt |
| EOY | $9,630,386 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,515,877 | BOYAmt |
| EOY | $1,457,846 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,515,877 | BOYAmt |
| EOY | $1,457,846 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,538,740 | BOYAmt |
| EOY | $3,885,739 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,793,261 | BOYAmt |
| EOY | $4,286,801 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,332,001 | BOYAmt |
| EOY | $8,172,540 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,847,878 | BOYAmt |
| EOY | $9,630,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,159,461 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,108,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,709,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,311,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,536,422 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,866,361 | CurrentTaxYearAmt |
| Total | $134,532,616 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,108,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,709,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,311,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,536,422 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,866,361 | CurrentTaxYearAmt |
| Total | $134,532,616 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,446,321 | SubstantialContributorsTotAmt |
| Public Support Total170 | $128,086,295 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,321 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,141 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,482 | CurrentTaxYearAmt |
| Total | $8,529 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $20,507 | CurrentTaxYearMinus2YearsAmt |
| Total | $20,507 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $318,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $623,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $359,225 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,301,452 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $135,863,104 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $102,345 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92640 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $116,478 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $116,478 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $26,012,334 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $26,128,812 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $180,859 | CurrentYearMinus3Amt |
| Current Year Minus2 | $235,118 | CurrentYearMinus2Amt |
| Current Year Minus1 | $327,777 | CurrentYearMinus1Amt |
| Current Year | $116,478 | CurrentYearAmt |
| Total | $860,232 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $389 | CurrentYearMinus3Amt |
| Current Year Minus2 | $619 | CurrentYearMinus2Amt |
| Current Year Minus1 | $282 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $1,290 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,175,924 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,175,924 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,351,845 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,978,706 | DepreciationAmt |
| Book Value | $1,373,139 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,373,139 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,506,055 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $1,536,704 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $240,009 | OtherRevenueAmt |
| Revenue Not Reported | $1,776,713 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,729,342 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,729,342 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,665,516 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,536,704 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $240,009 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,776,713 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,888,803 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,888,803 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2016. CSI'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE ON 990 240,009. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXPENSES NETTED AGAINST REVENUE ON 990 240,009. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MA GALA | Event1Nm |
| Gross Receipts Event1 | $494,573 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $453,133 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,440 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $18,288 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $55,500 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $30,545 | OtherDirectExpensesEvent1Amt |
| Event2 | NY GALA | Event2Nm |
| Gross Receipts Event2 | $470,088 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $435,543 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $34,545 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $38,260 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $31,600 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $13,262 | EntertainmentEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $361,260 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $338,737 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $22,523 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $15,804 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $28,494 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $8,256 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,325,921 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,227,413 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $98,508 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $72,352 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $115,594 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $13,262 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $38,801 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $240,009 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$141,501 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC SCHWARZ | ||||||||||||||
| BOARD MEMBER | $184,862 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,628 | $0 | $201,490 | $0 | $0 | $0 |
| EMILY MCCANN | ||||||||||||||
| CEO & BOARD MEMBER | $206,553 | $0 | $0 | $0 | $0 | $0 | $6,427 | $0 | $19,769 | $0 | $232,749 | $0 | $0 | $0 |
| STEVEN ROTHSTEIN-RESIGNED 22016 | ||||||||||||||
| CEO & BOARD MEMBER | $271,890 | $0 | $0 | $0 | $0 | $0 | $2,080 | $0 | $20,772 | $0 | $294,742 | $0 | $0 | $0 |
| KAIT ROGERS | ||||||||||||||
| VICE PRESIDENT OF FINANCE AND OPERAT | $136,126 | $0 | $0 | $0 | $0 | $0 | $1,250 | $0 | $20,609 | $0 | $157,985 | $0 | $0 | $0 |
| KATHERINE MOTT | ||||||||||||||
| EXECUTIVE DIRECTOR | $177,554 | $0 | $0 | $0 | $0 | $0 | $5,414 | $0 | $8,381 | $0 | $191,349 | $0 | $0 | $0 |
| PATRICK KIRBY | ||||||||||||||
| CHIEF GROWTH OFFICER & EXECUTIVE DIR | $164,942 | $0 | $0 | $0 | $0 | $0 | $5,232 | $0 | $21,645 | $0 | $191,819 | $0 | $0 | $0 |
| MARIA DRAKE | ||||||||||||||
| EXECUTIVE DIRECTOR | $147,430 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,686 | $0 | $153,116 | $0 | $0 | $0 |
| ADAM MAURER | ||||||||||||||
| CHIEF TALENT OFFICER | $144,722 | $0 | $0 | $0 | $0 | $0 | $4,456 | $0 | $17,033 | $0 | $166,211 | $0 | $0 | $0 |
| JOSHUA SINGLETARY | ||||||||||||||
| CHIEF INFORMATION OFFICER | $142,211 | $0 | $0 | $0 | $0 | $0 | $4,437 | $0 | $20,487 | $0 | $167,135 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | CSI AWARDED STEVEN ROTHSTEIN A SEVERANCE AWARD OF $30,000, WHICH WAS ACCRUED BUT NOT YET PAID AS OF JUNE 30, 2016. STEVEN ROTHSTEIN'S SEVERANCE AWARD WAS PAID IN JULY, 2016. THIS AMOUNT IS NOT INCLUDED IN THE ACCOMPANYING SCHEDULE J, AND WILL BE INCLUDED IN THE FISCAL YEAR 2017 TAX FILING. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SOFTWARE | 1 | $648,019 | FAIR VALUE |
| Yes (X) | HARDWARE | 1 | $176,621 | FAIR VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THERE WERE CHANGES MADE TO CSI'S BY-LAWS DURING TAX YEAR 2015. THESE CHANGES INCLUDE ALLOWING PERSONS OTHER THAN BOARD OF DIRECTORS TO SERVE ON CERTAIN COMMITTEES. |
| FORM 990, PART VI, SECTION A, LINE 8B | CSI'S EXECUTIVE COMMITTEE MEETINGS ARE INFORMATION AND MINUTES ARE NOT DOCUMENTED. ANY ISSUES ARE BROUGHT UP AT BOARD MEETINGS AND DOCUMENTED IN BOARD MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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: | CSI HAS AN EXECUTIVE COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. |
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