2014-11-14T17:14:02-06:00 2014-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2013-07-01 043259160 CITIZEN SCHOOLS INC CITI 6176952300 308 CONGRESS STREET - MUSEUM WHARF BOSTON MA 02210 KAIT ROGERS CFO 6176952300 2014-11-14 1 DAVIDE VILLANI CPA P01588531 5083669100 2014-11-14 2013 2015-11-30 17:44:51Z KAIT ROGERS 308 CONGRESS ST BOSTON MA 02210 30975286 0 X WWW.CITIZENSCHOOLS.ORG X 1995 MA CITIZEN SCHOOLS PARTNERS ACTIVELY WITH PUBLIC MIDDLE SCHOOLS TO EXPAND THE LEARNING DAY FOR LOW-INCOME CHILDREN ACROSS THE COUNTRY. 14 13 889 4500 20507 40117 29709531 30311799 14000 0 1260 21648 623885 359225 30348676 30692672 0 0 0 0 22993079 23079321 0 0 2260115 6784222 7227636 29777301 30306957 571375 385715 17091760 17766136 943894 1232555 16147866 16533581 X IN 2013-2014, CITIZEN SCHOOLS OPERATED AT 32 SITES, SERVING APPROXIMATELY 4,900 LOW-INCOME STUDENTS IN 153SCHOOL DISTRICTS ACROSS SEVEN STATES. STUDENTS ARE ENROLLED FOR THE ENTIRE SCHOOL YEAR AND PARTICIPATE IN AN INTEGRATED PROGRAM OF SKILL-BUILDING, LEADERSHIP, AND TEAMWORK. 0 0 4422108 STATE SERVICES - SERVICES PROVIDED BY THE AGENCY'S STATE OFFICES 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. 12181933 CAMPUS OPERATIONS - CAMPUS OPERATIONS INCLUDES ALL COSTS INCURRED TO OPERATE THE AGENCY'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 INCURRED AT THE CAMPUS LEVEL. 6499936 FIELD DEVELOPMENT - THE AGENCY 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 PROGRAM, 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. 2172441 NATIONAL SERVICES - SERVICES PROVIDED BY THE AGENCY'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. 2172441 25276418 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 1 0 0 0 0 0 0 0 0 1 84 0 1 889 1 1 1 0 0 0 0 1 1 0 0 X 14 13 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1 0 MA NJ NY CA NC IL X X KAIT ROGERS 6176952300 308 CONGRESS STREET BOSTON MA 02210 ANDREW BALSON BOARD MEMBER 1.00 X 0 0 0 SANJEEV VERMA BOARD MEMBER 1.00 X 0 0 0 LYNN WIATROWSKI BOARD MEMBER 1.00 X 0 0 0 SHERIF NADA BOARD MEMBER 1.00 X 0 0 0 ROBERT DICKEY BOARD MEMBER 1.00 X 0 0 0 EDWARD SKLOOT BOARD MEMBER 1.00 X 0 0 0 TRIPP JONES BOARD MEMBER 1.00 X 0 0 0 ERIC SCHWARZ CEO AND FOUNDER 40.00 X X 295409 0 35066 NED RIMER BOARD MEMBER 1.00 X 0 0 0 OMAR WASOW BOARD MEMBER 1.00 X 0 0 0 STEVEN SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 PETE GORMAN BOARD MEMBER 1.00 X 0 0 0 SUSAN SIEBERT BOARD MEMBER 1.00 X 0 0 0 LAWRENCE SUMMERS BOARD MEMBER 1.00 X 0 0 0 EMILY MCCANN PRESIDENT 40.00 X 204416 0 28726 GEORGE CHU CHIEF OPERATING OFFICER 40.00 X 149339 0 18521 KAIT ROGERS CHIEF FINANCIAL OFFICER 40.00 X 126180 0 18915 PATRICK KIRBY CHIEF OPERATING OFFICER 40.00 X 160444 0 17649 BRYCE BOWMAN EXECUTIVE DIRECTOR, IL 40.00 X 134197 0 22710 CLAUDIA ALFARO VICE PRESIDENT, EXTERNAL ENGAGEMENT 40.00 X 151495 0 22769 NELL KISIEL VICE PRESIDENT, LEADERSHIP DEVELOPMENT 40.00 X 137365 0 21095 ADAM MAURER CHEIF TALENT OFFICER 40.00 X 134534 0 17489 1493379 0 202940 9 0 1 0 ABT ASSOCIATES INC 55 WHEELER STREET CAMBRIDGE MA 02138 VALUATION SERVICES 691460 UNIFIED NETWORKING SOLUTIONS 155 MILES STANDISH BLVD TAUNTON MA 02767 IT SERVICES 222382 LOCAL MOTION OF BOSTON 66B ROCSAM PARK ROAD BRAINTREE MA 02184 TRANSPORTATION 126453 ISAACSON MILLER 253 SUMMER ST BOSTON MA 02210 RECRUITING 109019 REACH INSTITUTE LEAD 1221 PRESERVATION PARK WAY SUITE 1 OAKLAND CA 94612 LEADERSHIP TEACHING SERVICES 107360 5 293062 9692408 20326329 250005 30311799 21648 20507 1141 641839 293062 282614 359225 359225 30692672 0 20507 360366 833915 507912 50778 275225 18531370 15704677 1601512 1225181 209346 189747 19155 444 1911078 1662971 162650 85457 1593612 1345787 133818 114007 2354053 1967927 173846 212280 27891 21109 2899 3883 218978 167979 23694 27305 439862 325603 88741 25518 1065105 745886 232528 86691 845809 686204 77741 81864 259768 220684 21203 17881 583279 448405 89590 45284 77676 66611 6734 4331 DIRECT CAMPUS EXPENSES 493312 493312 STUDENT TRANSPORTATION 252310 252310 MISCELLANEOUS 211593 146811 43614 21168 COMMUNICATIONS 209553 177292 22552 9709 188447 145191 19369 23887 30306957 25276418 2770424 2260115 6146037 4418717 542120 529170 3942473 8891829 4825348 2172816 344553 454593 3903174 2854168 1291229 1049006 250005 17091760 17766136 943894 1232555 943894 1232555 X 10098042 9267291 6049824 7266290 16147866 16533581 17091760 17766136 385715 0 X X 0 1 X 1 1 1 X 15665908 24258673 27108503 29709531 30311799 127054414 15665908 24258673 27108503 29709531 30311799 127054414 11993602 115060812 19759 10681 1321 1260 1141 34162 272104 314340 318342 623885 359225 1887896 128976472 848403 0.89210 0.85900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 619 234499 235118 30071839 30306957 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 366620 195044 180859 235118 977641 250000 250000 250000 250000 1000000 1500000 1951 225 389 619 3184 1793312 1648358 144954 1915643 1116267 799376 194219 89543 104676 1049006 X 32603931 1911259 1911259 30692672 0 30692672 32218216 1911259 1911259 30306957 0 30306957 PART X, LINE 2: THE AGENCY FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE AGENCY TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2014, THE AGENCY DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATIONAL RETURNS FILED FOR JUNE 30, 2013, 2012, AND 2011 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND VARIOUS STATE JURISDICTIONS. AWA! 442349 176940 265409 13150 43677 39855 NY BENEFIT 216428 19479 196949 27261 1600 118510 4 276124 96643 179481 2174 20284 375 15728 934901 293062 641839 15324 91222 1975 174093 282614 359225 X X X X X 0 0 0 0 0 0 0 0 0 ERIC SCHWARZ CEO AND FOUNDER 295409 0 0 0 0 0 8479 0 26587 0 330475 0 0 0 EMILY MCCANN PRESIDENT 204416 0 0 0 0 0 6240 0 22486 0 233142 0 0 0 GEORGE CHU CHIEF OPERATING OFFICER 149339 0 0 0 0 0 600 0 17921 0 167860 0 0 0 KAIT ROGERS CHIEF FINANCIAL OFFICER 126180 0 0 0 0 0 1250 0 17665 0 145095 0 0 0 PATRICK KIRBY CHIEF OPERATING OFFICER 160444 0 0 0 0 0 0 0 17649 0 178093 0 0 0 BRYCE BOWMAN EXECUTIVE DIRECTOR, IL 134197 0 0 0 0 0 4057 0 18653 0 156907 0 0 0 CLAUDIA ALFARO VICE PRESIDENT, EXTERNAL ENGAGEMENT 151495 0 0 0 0 0 4590 0 18179 0 174264 0 0 0 NELL KISIEL VICE PRESIDENT, LEADERSHIP DEVELOPME 137365 0 0 0 0 0 4350 0 16745 0 158460 0 0 0 ADAM MAURER CHEIF TALENT OFFICER 134534 0 0 0 0 0 0 0 17489 0 152023 0 0 0 X 1 250005 MARKET FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B CITIZEN SCHOOLS' EXECUTIVE COMMITTEE MEETINGS ARE INFORMAL 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 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: THE AGENCY HAS AN EXECUTIVE COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT.