Citizens Academy III FY2020 filing

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The mission of Citizens Academy Southeast is to produce learners who exemplify academic excellence and responsible citizenship.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$61K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $622K a year · 7% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$61K
to officers and key staff · 0.9% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $767K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5.1M
118% of total assets
Concern: liabilities are 118% of assets; over 80%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.1M
Spent
$6.8M
To programs
87%
Net assets
−$758K
By yearFY2020–FY2025
Revenue
$6.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$6.1M
FY2021$6.3M
FY2022$9.8M
FY2023$10.3M
FY2024$10.8M
FY2025$12.3M
Expenses
$6.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$6.8M
FY2021$7.4M
FY2022$8.9M
FY2023$10.7M
FY2024$12.4M
FY2025$13.2M
Net assets
−$758K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$758K
FY2021−$1.9M
FY2022−$905K
FY2023−$1.3M
FY2024−$2.9M
FY2025−$3.8M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $5.9M Management & general 13% · $915K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $61K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Assistant Principal
$45,411Pt VII · Sec A
Principal
$15,455Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Dan Norman’s $92K as Principal is at the 2nd percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Dan Norman$91,837—————
Emily Rogoff———$82,225$37,142—
Brianna Crabtree—$45,661$72,683———
Leah Martello—$51,422$71,617———
Sarah Weber———$44,160$60,857—
Sophia Roy—————$45,411
Randy Yates—————$15,455

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Citizens Academy III executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates students for academic success and responsible citizenship.

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1 program · $5.9M · in their own filed words · FY2019
01

The mission of Citizens Academy Southeast is to produce learners who exemplify academic excellence and responsible citizenship.

$5.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$767K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$6.1M
Ln 12
Gifts and grantsLn 1h$5.8M
Other incomeLn 4–11$277K
Fees for servicesLn 2g$74K
Money outPt IX
$6.8M
Ln 25
Programscol B$5.9M
Managementcol C$915K
Owns and owesPt X
−$758K
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$4.3M
LiabilitiesLn 26$5.1M
PeoplePt VI, VII
11
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.8M
Government grantsLn 1e$4.8M
Fees for servicesLn 2g$74K
Investment incomeLn 3$5K
Other incomeLn 4–11$277K
Total revenueLn 12$6.1M
Assets in detailPt X, end of year
CashLn 1$1.3M
Cash and savings togetherLn 1–2$1.3M
Land, buildings, equipmentLn 10c$30K
Other assetsLn 15$2.1M
Total assetsLn 16$4.3M
LiabilitiesLn 26$5.1M
Net assetsLn 32−$758K
OperationsPt I, VI
EmployeesI 578
VolunteersI 612
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3More from this return
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$0$0$0$0$0
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$479K$1.3M
Land, buildings, equipmentLn 10c$21K$30K
Total assetsLn 16$4.1M$4.3M
LiabilitiesLn 26$4.1M$5.1M
Net assetsLn 32−$63K−$758K
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$187K$185K$2K
Other salaries and wagesLn 7$2.3M$2.3M$23K
Pension plan contributionsLn 8$1.2M$1.1M$12K
Other employee benefitsLn 9$383K$380K$4K
Management feesLn 11a$852K$0$852K
Other fees for servicesLn 11g$753K$744K$9K
OccupancyLn 16$836K$828K$8K
Conferences, conventions and meetingsLn 19$3K$3K$32
Depreciation, depletion and amortizationLn 22$1K$0$1K
Other expenses (24a–d)Ln 24$366K$362K$4K
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$6.8M$5.9M$915K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Feb 15, 2026 $12.3M$13.2M−$899K−$3.8M 990 PDF
FY2024Filed with the IRS Mar 20, 2025 $10.8M$12.4M−$1.6M−$2.9M 990 PDF
FY2023Filed with the IRS May 10, 2024 $10.3M$10.7M−$379K−$1.3M 990 PDF
FY2022Filed with the IRS Apr 27, 2023 $9.8M$8.9M$996K−$905K 990 PDF
FY2021Filed with the IRS May 4, 2022 $6.3M$7.4M−$1.1M−$1.9M 990 PDF
FY2020 ViewingFiled with the IRS Feb 1, 2021 $6.1M$6.8M−$695K−$758K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $6,122,539 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,326,143$5,766,355
I-9 Program service revenuePrior year $73,114$74,407
I-10 Investment incomePrior year $0$5,168
I-11 Other revenuePrior year $221,949$276,609
I-12 Total revenuePrior year $4,621,206$6,122,539
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,665,854$4,005,557
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $2,136,198$2,812,198
I-18 Total expensesPrior year $4,802,052$6,817,755
I-19 Revenue less expensesPrior year −$180,846−$695,216
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,122,539 across 9 lines filed
VIII-1e Government grants$4,812,336
VIII-1f All other contributions, gifts and grants$954,019
VIII-1h Total contributions, gifts and grants$5,766,355
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $74,407$74,407
VIII-3 Investment incomeRelated to mission $5,168$5,168
VIII-6 Net rental income or loss$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $276,609$276,609
VIII-12 Total revenueRelated to mission $356,184 · Unrelated business $0 · Excluded from tax $0$6,122,539
Part IX · Statement of functional expenses $6,817,755 across 11 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $185,037 · Management $1,869$186,906
IX-7 Other salaries and wagesPrograms $2,253,529 · Management $22,763$2,276,292
IX-8 Pension plan contributionsPrograms $1,147,397 · Management $11,590$1,158,987
IX-9 Other employee benefitsPrograms $379,538 · Management $3,834$383,372
IX-11a Management feesPrograms $0 · Management $851,850$851,850
IX-11g Other fees for servicesPrograms $743,817 · Management $9,426$753,243
IX-16 OccupancyPrograms $828,035 · Management $8,364$836,399
IX-19 Conferences, conventions and meetingsPrograms $3,185 · Management $32$3,217
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $1,289$1,289
IX-24 Other expenses (24a–d)Programs $362,303 · Management $3,897$366,200
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $5,902,841 · Management $914,914 · Fundraising $0$6,817,755
Part X · Balance sheet $4,314,428 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $478,664$1,306,084
X-3 Pledges and grants receivableStart of year $428,930$761,546
X-4 Accounts receivableStart of year $88,228$89,051
X-10c Land, buildings and equipment, netStart of year $21,250$29,765
X-15 Other assetsStart of year $3,009,403$2,127,982
X-16 Total assetsStart of year $4,077,955$4,314,428
X-17 Accounts payable and accrued expensesStart of year $372,201$635,141
X-24 Unsecured notes and loans payableStart of year $0$630,560
X-25 Other liabilitiesStart of year $3,768,449$3,806,638
X-26 Total liabilitiesStart of year $4,140,650$5,072,339
X-32 Total net assets or fund balancesStart of year −$62,695−$757,911
X-33 Total liabilities and net assetsStart of year $4,077,955$4,314,428
Part XI · Reconciliation of net assets −$757,911 net assets at year end
XI-1 Total revenue$6,122,539
XI-2 Total expenses$6,817,755
XI-3 Revenue less expenses−$695,216
XI-4 Net assets at start of year−$62,695
XI-10 Net assets at end of year−$757,911

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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