Citizens Development Center FY2020 filing

Tax-deductible

Dallas, TX501(c)(3)Since 1951EmploymentEIN 75-1008422Revenue $2.2M in FY2020

On file with the IRSuandispreadthelight.com8800 Ambassador Row, 75247-4621 · Dallas, TXTax-exempt since Aug 1953School — 170(b)(1)(A)(ii)

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Citizens Development Center (DBA u & I) empowers men and women with disabilities to achieve their highest level of employment, and ultimately their highest level of independence. Programs include vocational training and employment placement services.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$218K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
4 of 6
filings with a surplus
Average surplus $181K a year · 4% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$218K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$525K
39% of total assets
Looks good: liabilities are 39% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.2M
Spent
$2.5M
To programs
85%
Net assets
$820K
By yearFY2020–FY2025
Revenue
$2.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.2M
FY2021$4.1M
FY2022$4.1M
FY2023$6.2M
FY2024$5.8M
FY2025$4.5M
Expenses
$2.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.5M
FY2021$2.9M
FY2022$3.9M
FY2023$6.0M
FY2024$6.3M
FY2025$4.4M
Net assets
$820K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$820K
FY2021$2.1M
FY2022$2.3M
FY2023$2.6M
FY2024$2.0M
FY2025$2.0M

From the FY2020 Form 990 (year ending August 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 Aug 1953.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $2.1M Management & general 12% · $287K Fundraising 3% · $78K

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

13 people listed on the 990; $218K 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
Executive Director
$90,858Pt VII · Sec A
Assistant Executive Director
$68,780Pt VII · Sec A
Director of Finance (outgoing)
$37,510Pt VII · Sec A
Director of Finance (outgoing)
$20,980Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A

Bridgett Forge’s $110K as CEO is at the 34th percentile of top reported officer pay among 1245 $1–10M employment 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 · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
William Breland—$145,508$106,105$90,373——
Bridgett Forge$110,203—————
Timothy Allen—————$90,858
Terez Smith—$87,212$67,528$62,704$63,091—
Timothy Allen Outgoing————$75,912—
Diane H Jones————$74,939—
Diana H Jones——$71,876$69,292——
Diane Jones—————$68,780

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.

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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

Helps people with disabilities gain independence and reach their full potential.

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Provided by the organization

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2 programs · $2.1M · in their own filed words · FY2019
01

Achieve's work center program provides vocational training, life skills instruction, and paid work opportunities to individuals with severe disabilities so they can develop essential work and soft skills and be successful in their most independent work environment.

$1.4Mprogram expense
02

Achieve's workforce development program provides work readiness training and job placement assistance for individuals with disabilities with a focus on veterans, youth in transition, and those living in poverty.

$727Kprogram 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 · FY2025
Total grants receivedfrom 1 funder$5K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.2M
Ln 12
Fees for servicesLn 2g$1.5M
Gifts and grantsLn 1h$720K
Money outPt IX
$2.5M
Ln 25
Programscol B$2.1M
Managementcol C$287K
Fundraisingcol D$78K
Owns and owesPt X
$820K
net assets · Ln 32
Cash and savingsLn 1–2$342K
Total assetsLn 16$1.3M
LiabilitiesLn 26$525K
PeoplePt VI, VII
13
listed · VII A
PaidVII A4
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$720K
Fundraising eventsLn 1c$87K
Fees for servicesLn 2g$1.5M
Total revenueLn 12$2.2M
Assets in detailPt X, end of year
CashLn 1$342K
Cash and savings togetherLn 1–2$342K
Land, buildings, equipmentLn 10c$733K
Other assetsLn 15$0
Total assetsLn 16$1.3M
LiabilitiesLn 26$525K
Net assetsLn 32$820K
OperationsPt I, VI
EmployeesI 51,272
VolunteersI 629
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$92K$342K
Land, buildings, equipmentLn 10c$784K$733K
Total assetsLn 16$1.2M$1.3M
LiabilitiesLn 26$154K$525K
Net assetsLn 32$1.0M$820K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$250K$130K$110K$10K
Other salaries and wagesLn 7$1.3M$1.2M$37K$31K
Pension plan contributionsLn 8$10K$9K$953$56
Other employee benefitsLn 9$152K$137K$11K$3K
Payroll taxesLn 10$182K$149K$23K$10K
Legal feesLn 11b$119$119
Accounting feesLn 11c$25K$25K
Other fees for servicesLn 11g$17K$14K$2K$550
Advertising and promotionLn 12$8K$2K$3K$2K
Office expensesLn 13$29K$17K$12K$757
OccupancyLn 16$26K$25K$642$210
TravelLn 17$89K$88K$709$56
Depreciation, depletion and amortizationLn 22$70K$68K$2K$525
InsuranceLn 23$38K$35K$2K$215
Other expenses (24a–d)Ln 24$184K$128K$40K$16K
All other expensesLn 24e$92K$72K$17K$3K
Total functional expensesLn 25$2.5M$2.1M$287K$78K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $4.5M$4.4M$141K$2.0M 990 PDF
FY2024 $5.8M$6.3M−$566K$2.0M 990 PDF
FY2023 $6.2M$6.0M$262K$2.6M 990 PDF
FY2022 $4.1M$3.9M$215K$2.3M 990 PDF
FY2021 $4.1M$2.9M$1.3M$2.1M 990 PDF
FY2020 Viewing $2.2M$2.5M−$221K$820K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $2,248,595 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $665,880$720,435
I-9 Program service revenuePrior year $2,070,263$1,540,177
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year −$89,603−$12,017
I-12 Total revenuePrior year $2,646,540$2,248,595
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 $2,212,382$1,891,960
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $650,333$578,077
I-18 Total expensesPrior year $2,862,715$2,470,037
I-19 Revenue less expensesPrior year −$216,175−$221,442
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,248,595 across 9 lines filed
VIII-1a Federated campaigns$207,158
VIII-1c Fundraising events$87,051
VIII-1d Related organizations$200,000
VIII-1f All other contributions, gifts and grants$226,226
VIII-1h Total contributions, gifts and grants$720,435
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,540,177$1,540,177
VIII-8 Net income from fundraising eventsExcluded from tax −$38,465−$38,465
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $26,448$26,448
VIII-12 Total revenueRelated to mission $1,540,177 · Unrelated business $0 · Excluded from tax −$12,017$2,248,595
Part IX · Statement of functional expenses $2,470,037 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $129,770 · Management $109,805 · Fundraising $9,982$249,557
IX-7 Other salaries and wagesPrograms $1,230,027 · Management $37,482 · Fundraising $31,259$1,298,768
IX-8 Pension plan contributionsPrograms $9,061 · Management $953 · Fundraising $56$10,070
IX-9 Other employee benefitsPrograms $137,275 · Management $10,905 · Fundraising $3,375$151,555
IX-10 Payroll taxesPrograms $148,652 · Management $23,238 · Fundraising $10,120$182,010
IX-11b Legal feesPrograms $119$119
IX-11c Accounting feesManagement $24,761$24,761
IX-11g Other fees for servicesPrograms $13,991 · Management $2,130 · Fundraising $550$16,671
IX-12 Advertising and promotionPrograms $1,607 · Management $3,452 · Fundraising $2,493$7,552
IX-13 Office expensesPrograms $16,855 · Management $11,683 · Fundraising $757$29,295
IX-16 OccupancyPrograms $25,392 · Management $642 · Fundraising $210$26,244
IX-17 TravelPrograms $88,151 · Management $709 · Fundraising $56$88,916
IX-22 Depreciation, depletion and amortizationPrograms $67,997 · Management $1,887 · Fundraising $525$70,409
IX-23 InsurancePrograms $35,187 · Management $2,326 · Fundraising $215$37,728
IX-24 Other expenses (24a–d)Programs $127,971 · Management $40,145 · Fundraising $15,768$183,884
IX-24e All other expensesPrograms $72,231 · Management $17,284 · Fundraising $2,983$92,498
IX-25 Total functional expensesPrograms $2,104,286 · Management $287,402 · Fundraising $78,349$2,470,037
Part X · Balance sheet $1,344,956 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $92,469$342,295
X-3 Pledges and grants receivableStart of year $30,875$36,853
X-4 Accounts receivableStart of year $261,398$217,058
X-9 Prepaid expenses and deferred chargesStart of year $24,511$15,826
X-10c Land, buildings and equipment, netStart of year $783,622$732,924
X-15 Other assetsStart of year $2,268$0
X-16 Total assetsStart of year $1,195,143$1,344,956
X-17 Accounts payable and accrued expensesStart of year $94,760$57,723
X-19 Deferred revenueStart of year $48,250$13,775
X-24 Unsecured notes and loans payable$447,800
X-25 Other liabilitiesStart of year $10,778$5,745
X-26 Total liabilitiesStart of year $153,788$525,043
X-27 Net assets without donor restrictionsStart of year $1,041,355$818,913
X-28 Net assets with donor restrictions$1,000
X-32 Total net assets or fund balancesStart of year $1,041,355$819,913
X-33 Total liabilities and net assetsStart of year $1,195,143$1,344,956
Part XI · Reconciliation of net assets $819,913 net assets at year end
XI-1 Total revenue$2,248,595
XI-2 Total expenses$2,470,037
XI-3 Revenue less expenses−$221,442
XI-4 Net assets at start of year$1,041,355
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$819,913

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

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