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ACHIEVEMENT FIRST, INC. IS A NON-PROFIT CHARTER SCHOOLS MANAGEMENT ORGANIZATION THAT OPERATES A NETWORK OF K-12 PUBLIC CHARTER SCHOOLS IN CONNECTICUT, RHODE ISLAND, AND NEW YORK. THE NETWORK OF SCHOOLS FOCUSES ON PROVIDING STUDENTS WITH THE ACADEMIC AND CHARACTER SKILLS THEY NEED TO GRADUATE FROM TOP COLLEGES, TO SUCCEED IN A COMPETITIVE WORLD, AND TO SERVE AS THE NEXT GENERATION OF LEADERS OF THEIR COMMUNITIES.
Source: IRS Form 990 (Tax Year 2023)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2022
Total Revenue
▼$41.9M
Program Spending
83%
of total expenses go to program services
Total Contributions
$5.6M
Total Expenses
▼$52.6M
Total Assets
$43.9M
Total Liabilities
▼$16M
Net Assets
$28M
Officer Compensation
→$1M
Other Salaries
$30.3M
Investment Income
-$97.1K
Fundraising
▼N/A
Tax Year 2022 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $4.3M
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
ELM CITY COLLEGE PREPARATORY INC20-5196171 | NEW HAVEN, CT | $1.4M | Cash | TO SUPPORT THE GENERAL OPERATING EXPENSES OF THE SCHOOL. |
ACHIEVEMENT FIRST RHODE ISLAND INC46-1986417 | NEW HAVEN, CT | $1.3M | Cash | TO SUPPORT THE GENERAL OPERATING EXPENSES OF THE SCHOOL. |
ACHIEVEMENT FIRST BRIDGEPORT ACADEMY37-1543858 | NEW HAVEN, CT | $896.8K | Cash | TO SUPPORT THE GENERAL OPERATING EXPENSES OF THE SCHOOL. |
ACHIEVEMENT FIRST BROOKLYN SCHOOLS20-5118947 | NEW HAVEN, CT | $458K | Cash | TO SUPPORT THE GENERAL OPERATING EXPENSES OF THE SCHOOL. |
ACHIEVEMENT FIRST HARTFORD ACADEMY26-2236909 | NEW HAVEN, CT | $246K | Cash | TO SUPPORT THE GENERAL OPERATING EXPENSES OF THE SCHOOL. |
AMISTAD ACADEMY INC | NEW HAVEN, CT | $27.1K | Cash | TO SUPPORT THE GENERAL OPERATING EXPENSES OF THE SCHOOL. |
| Total | $4.3M | |||
NEW HAVEN, CT
$1.4M
NEW HAVEN, CT
$1.3M
NEW HAVEN, CT
$896.8K
NEW HAVEN, CT
$458K
NEW HAVEN, CT
$246K
AMISTAD ACADEMY INC
NEW HAVEN, CT
$27.1K
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$25.2M
Awards Found
5
| Awarding Agency | Description | Amount | Fiscal Year | Period | Link |
|---|---|---|---|---|---|
| Department of Education | CSP REPLICATION AND EXPANSION GRANT | $6.7M | FY2020 | Apr 2020 – Mar 2026 | Open → |
| Department of Education | CHARTER SCHOOLS MANAGEMENT ORGANIZATIONS | $6.4M | FY2016 | Oct 2015 – Sep 2021 | Open → |
| Department of Education | TEACHER INCENTIVE FUND | $6.3M | FY2011 | Oct 2010 – Sep 2015 | Open → |
| Department of Education | CHARTER SCHOOLS MANAGEMENT ORGANIZATIONS | $4.6M | FY2011 | Oct 2010 – Sep 2015 | Open → |
| Department of Education | ACHIEVEMENT FIRST REPLICATION OF HIGH-QUALITY CHARTER SCHOOLS UNDER THE FY2025 CMO CSP GRANT | $1.2M | FY2026 | Oct 2025 – Sep 2027 | Open → |
Department of Education
$1.2M
ACHIEVEMENT FIRST REPLICATION OF HIGH-QUALITY CHARTER SCHOOLS UNDER THE FY2025 CMO CSP GRANT
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
9
Clean Audits
8
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2025 | Clean | Unmodified (Clean) | $820.5K | Yes | 2026-02-17 |
| 2024 | Clean | Unmodified (Clean) | $929.1K | Yes | 2025-02-21 |
| 2023 | Clean | Unmodified (Clean) | $998.3K | No | 2024-02-09 |
| 2022 | Clean | Unmodified (Clean) | $2.3M | No | 2023-02-07 |
| 2020 | Clean | Unmodified (Clean) | $1.7M | Yes | 2021-02-10 |
| 2019 | Clean | Unmodified (Clean) | $2.1M | No | 2020-01-15 |
| 2018 | Minor Findings | Unmodified (Clean) | $759.8K | Yes | 2019-01-01 |
| 2017 | Clean | Unmodified (Clean) | $1M | No | 2018-01-11 |
| 2016 | Clean | Unmodified (Clean) | $1.5M | No | 2017-03-19 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$820.5K
Financial Report
Unmodified (Clean)
Federal Expenditure
$929.1K
Financial Report
Unmodified (Clean)
Federal Expenditure
$998.3K
Financial Report
Unmodified (Clean)
Federal Expenditure
$2.3M
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.7M
Financial Report
Unmodified (Clean)
Federal Expenditure
$2.1M
Financial Report
Unmodified (Clean)
Federal Expenditure
$759.8K
Financial Report
Unmodified (Clean)
Federal Expenditure
$1M
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.5M
Tax Year 2022 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023 | $41.9M | $5.6M | $52.6M | $43.9M | $28M |
| 2022IRS e-File | $41.9M | $5.6M | $52.6M | $43.9M | $28M |
| 2021 | $64.4M | $33.9M | $42.6M | $52.8M | $42.6M |
| 2020 | $46.1M | $15.2M | $42.3M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2022)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2022)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Fatimah Barker | Outgoing CEO | 40 | $394.2K | $0 | $22.2K | $416.4K |
| Lisa Margosian | CEO | 40 | $263.5K | $0 | $1,067 | $264.5K |
| Neil Shah | Chief Financial Officer | 40 | $220.7K | $0 | $0 | $220.7K |
| Anthony L Davis | Treasurer | 1 | $0 | $0 | $0 | $0 |
| Andrew Boas | Chair | 1 | $0 | $0 | $0 | $0 |
Fatimah Barker
Outgoing CEO
$416.4K
Hrs/Wk
40
Compensation
$394.2K
Related Orgs
$0
Other
$22.2K
Lisa Margosian
CEO
$264.5K
Hrs/Wk
40
Compensation
$263.5K
Related Orgs
$0
Other
$1,067
Neil Shah
Chief Financial Officer
$220.7K
Hrs/Wk
40
Compensation
$220.7K
Related Orgs
$0
Other
$0
Anthony L Davis
Treasurer
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Andrew Boas
Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| De-Lea Deane | Chief Equity Officer | 40 | $277.2K | $0 | $24.4K | $301.6K |
| Xanthe Jory | Chief Operating Officer | 40 | $227.5K | $0 | $28.5K | $256K |
| Jesse Balis-Harris | Chief Of Schools | 40 | $231.4K | $0 |
De-Lea Deane
Chief Equity Officer
$301.6K
Hrs/Wk
40
Compensation
$277.2K
Related Orgs
$0
Other
$24.4K
Xanthe Jory
Chief Operating Officer
$256K
Hrs/Wk
40
Compensation
$227.5K
Related Orgs
$0
Other
$28.5K
Jesse Balis-Harris
Chief Of Schools
$255.9K
Hrs/Wk
40
Compensation
$231.4K
Related Orgs
$0
Other
$24.6K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Ariela Rozman | Director | 1 | $0 | $0 | $0 | $0 |
| Griselda Rodriguez-Solomon | Director | 1 | $0 | $0 | $0 | $0 |
| John Motley | Director | 1 | $0 | $0 | $0 | $0 |
| K Percy Ballah | Director | 1 | $0 | $0 | $0 | $0 |
| Valerie Rockefeller | Director | 1 | $0 | $0 | $0 | $0 |
| William Buck | Director |
Ariela Rozman
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Griselda Rodriguez-Solomon
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John Motley
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $31.7M |
| $20.8M |
| 2019 | $42.3M | $13.9M | $46.5M | $23.7M | $17M |
| 2018 | $57M | $32.5M | $44.3M | $28.1M | $21.2M |
| 2017 | $45.6M | $21.9M | $44.4M | $17.9M | $8.5M |
| 2016 | $45.6M | $23.3M | $42.9M | $15.3M | $7.2M |
| 2015 | $39.3M | $18.8M | $44.7M | $15.8M | $4.5M |
| 2014 | $38.8M | $20.9M | $44M | $19.5M | $9.9M |
| 2013 | $40.4M | $29.3M | $31.8M | $24.7M | $15.2M |
| 2012 | $26.7M | $18.8M | $26.7M | $18.3M | $6.2M |
| 2011 | $24.3M | $17.6M | $23.7M | $14.6M | $6.3M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| $24.6K |
| $255.9K |
| Stephanie Blake | Superintendent | 40 | $228K | $0 | $18K | $246.1K |
| Susan Cocuzza | Chief Of Staff | 40 | $226.3K | $0 | $12.1K | $238.4K |
Stephanie Blake
Superintendent
$246.1K
Hrs/Wk
40
Compensation
$228K
Related Orgs
$0
Other
$18K
Susan Cocuzza
Chief Of Staff
$238.4K
Hrs/Wk
40
Compensation
$226.3K
Related Orgs
$0
Other
$12.1K
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
K Percy Ballah
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Valerie Rockefeller
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
William Buck
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0