2012-10-25T08:52:26-05:00 2012-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2011-07-01 043259160 CITIZEN SCHOOLS INC CITI 6176952300 308 CONGRESS STREET - MUSEUM WHARF BOSTON MA 02210 KAIT ROGERS 6176952300 2012-10-24 1 JOHN BUCKLEY CPA P00830631 5083669100 2012-10-09 2011 2016-02-24 21:20:13Z KAIT ROGERS 308 CONGRESS ST BOSTON MA 02210 27733401 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 13 549 3881 0 0 24258673 27108503 287975 100945 10681 1321 314340 318342 24871669 27529111 0 0 0 0 18362072 20077423 0 0 1605483 5615572 5703768 23977644 25781191 894025 1747920 14482365 16431767 653794 855276 13828571 15576491 X IN 2011-2012, CITIZEN SCHOOLS OPERATED AT 31 SITES, SERVING APPROXIMATELY 4,000 LOW-INCOME STUDENTS IN 15 SCHOOL DISTRICTS ACROSS EIGHT STATES. STUDENTS ARE ENROLLED FOR THE ENTIRE SCHOOL YEAR AND PARTICIPATE IN AN INTEGRATED PROGRAM OF SKILL-BUILDING, LEADERSHIP, AND TEAMWORK. 0 0 3996787 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. 10935092 100945 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. 5219256 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. 1914170 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. 1914170 22065305 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 0 1 82 0 549 1 0 0 0 0 0 1 1 0 0 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 NM NJ NY CA NC IL X X KAIT ROGERS 6176952300 308 CONGRESS STREET BOSTON MA 02210 ANDREW BALSON 1.00 X 0 0 0 SANJEEV VERMA 1.00 X 0 0 0 LYNN WIATROWSKI 1.00 X 0 0 0 SHERIF NADA 1.00 X 0 0 0 DAN REVERS 1.00 X 0 0 0 VICTORIA MUNROE 1.00 X 0 0 0 ROBERT DICKEY 1.00 X 0 0 0 EDWARD SKLOOT 1.00 X 0 0 0 TRIPP JONES 1.00 X 0 0 0 ERIC SCHWARZ 45.00 X X 239648 0 23685 NED RIMER 1.00 X 0 0 0 OMAR WASOW 1.00 X 0 0 0 STEVEN SCHWARTZ 1.00 X 0 0 0 PETE GORMAN 1.00 X 0 0 0 EMILY MCCANN 45.00 X 148737 0 17471 GEORGE CHU 45.00 X 131099 0 17073 KAIT ROGERS 45.00 X 78202 0 11678 KATE MEHR 45.00 X 165573 0 19227 CHRISTIN DRISCOLL 45.00 X 135182 0 17472 LORI STEVENS 45.00 X 144480 0 18606 WILLIAM NOURSE 45.00 X 129832 0 17203 ANNA NICOLE NITZAN PELMAN 45.00 X 133505 0 18071 JOSEPH ROSS 45.00 X 132574 0 17695 1438832 0 178181 9 0 1 0 LOCAL MOTION OF BOSTON 66B ROCSAM PARK ROAD BRAINTREE MA 02184 TRANSPORTATION 324647 ABT ASSOCIATES INC 55 WHEELER STREET CAMBRIDGE MA 02138 VALUATION SERVICES 266586 THE SHERIDAN GROUP 1224 M STREET NW SUITE 300 WASHINGTON DC 20005 MANAGEMENT/STRATEGY 120363 RELAY GRADUATE SCHOOL OF EDUCATION 40 WEST 20TH STREET 6TH FLOOR NEW YORK NY 10011 TRAINING 112450 BENEFITS STRATEGIES LLC 38 CHURCH STREET PAWTUCKET RI 02860 BENEFITS ADMINISTRATION 100437 5 37500 259483 7861470 18950050 39538 27108503 PROGRAM FEES 900099 100945 100945 100945 1321 1321 522632 259483 204290 318342 318342 27529111 100945 0 319663 893184 616007 67921 209256 15788086 13791912 1195001 801173 54833 48566 4413 1854 1833312 1623757 147555 62000 1508008 1315144 111292 81572 52194 52194 1325144 1104507 48706 171931 49369 44556 3551 1262 311567 265234 30400 15933 245591 183521 37577 24493 820398 579542 185925 54931 739617 647578 58882 33157 215704 145775 12538 57391 478710 374977 73805 29928 66850 53304 10044 3502 DIRECT CAMPUS EXPENSES 681052 681052 PHONE/FAX/INTERNET 211987 184696 20793 6498 ENTRANCE AND MEMBERSHIP 150011 127847 10190 11974 MISCELLANEOUS 135931 84697 29418 21816 219643 192633 10198 16812 25781191 22065305 2110403 1605483 6126724 8936292 469504 540860 4211043 3404263 1905589 1939303 375844 319079 4631137 3339167 1393661 1291970 14482365 16431767 653794 855276 653794 855276 X 8917454 9489006 4911117 6087485 13828571 15576491 14482365 16431767 1747920 0 X X 0 1 1 X 1 1 X 17959561 18457893 15665908 24258673 27686328 104028363 17959561 18457893 15665908 24258673 27686328 104028363 17198900 86829463 51568 21973 19759 10681 1321 105302 272548 272104 314340 318342 1177334 105310999 1726396 0.82450 0.70770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225 194819 195044 25586147 25781191 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 158038 342490 366620 195044 1062192 250000 250000 250000 250000 1000000 1500000 7795 5160 1951 225 15131 1767054 1332337 434717 2707014 1899634 807380 157069 107196 49873 1291970 27529111 25781191 1747920 1747920 29680816 2151705 2151705 27529111 0 27529111 27932896 2151705 2151705 25781191 0 25781191 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012, THE AGENCY DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATIONAL RETURNS FILED FOR JUNE 30, 2011, 2010, AND 2009 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND VARIOUS STATE JURISDICTIONS. AWA! 379796 148080 231716 15399 48548 11268 NY BENEFIT 402319 111403 290916 18329 47373 63373 782115 259483 522632 33728 95921 74641 204290 318342 X X X X X 0 0 0 0 0 0 0 0 0 ERIC SCHWARZ 239648 0 0 0 0 0 0 0 0 0 239648 0 0 0 EMILY MCCANN 148737 0 0 0 0 0 0 0 0 0 148737 0 0 0 KATE MEHR 165573 0 0 0 0 0 0 0 0 0 165573 0 0 0 LORI STEVENS 144480 0 0 0 0 0 0 0 0 0 144480 0 0 0 ANNA NICOLE NITZAN PELMAN 133505 0 0 0 0 0 0 0 0 0 133505 0 0 0 JOSEPH ROSS 132574 0 0 0 0 0 0 0 0 0 132574 0 0 0 X COMPUTERS 1 39538 DONOR-ASSIGNED VALUES 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. OVERSIGHT OF THE AUDIT 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.