2024-01-29T09:56:41-06:00 2023-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-07-01 520847610 CONSORTIUM OF UNIVERSITIES OF THE WASHINGTON METROPOLITAN AREA CONS 2023318080 1020 19TH STREET NW 500 WASHINGTON DC 20036 KATHERINE PAGE DIRECTOR OF FINANCE 2023318080 2024-01-25 1 KATHERINE PAGE 999009999 0 AARON M FOX P01365820 2022274000 2024-01-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHERINE PAGE 1020 19TH STREET NW 500 WASHINGTON DC 20036 5338103 0 X WWW.CONSORTIUM.ORG X 1966 DC A 501(C)(3) NONPROFIT COMPRISED OF 17 UNIVERSITIES AND 3 COMMUNITY COLLEGES FOR THE PURPOSE OF SHARING RESOURCES. 18 18 117 28 0 0 4717997 4312234 917176 1016130 13 0 0 9739 5635186 5338103 0 0 0 0 4597724 4159066 0 0 0 980648 1494100 5578372 5653166 56814 -315063 2518599 2483104 895977 1175545 1622622 1307559 X TO PROMOTE THE IMPROVEMENT OF EDUCATIONAL, SCIENTIFIC AND LITERARY FACILITIES AND PROGRAMS AT AND AMONG PARTICIPATING INSTITUTIONS OF HIGHER EDUCATION OF THE WASHINGTON METROPOLITAN AREA, TO PREVENT NEEDLESS DUPLICATION IN ORDER THAT EACH INSTITUTION MAY ACHIEVE A HIGH DEGREE OF EXCELLENCE IN ITS TOTAL PROGRAM, AND TO ENCOURAGE INDIVIDUAL INITIATIVES AMONG THE SAID INSTITUTIONS IN FORMULATING NEW PROGRAMS AND PROCEDURES.TO PROMOTE COOPERATIVE ARRANGEMENTS THROUGH WHICH THE SPECIALIZED OR UNIQUE EDUCATIONAL PROGRAMS OF THESE INSTITUTIONS MAY BE MADE AVAILABLE TO STUDENTS REGULARLY ENROLLED IN ONE OF THEM. TO OFFER TO STUDENTS OF PARTICIPATING INSTITUTIONS OF HIGHER EDUCATION LOCATED IN THE WASHINGTON METROPOLITAN AREA UNDERGRADUATE, GRADUATE, PROFESSIONAL AND/OR SPECIALIZED WORK WHICH COULD NOT BE OFFERED WITH THE SAME PROFICIENCY AND/OR ECONOMY AT THE INDIVIDUAL INSTITUTIONS. 0 0 3053954 THE CONSORTIUM RESEARCH FELLOWS PROGRAM OFFERS TECHNICAL AND ANALYTICAL ASSISTANCE BY PROVIDING STUDENTS, POST-DOCTORAL FELLOWS, AND PROFESSORS TO COLLABORATE WITH GOVERNMENT RESEARCH INSTITUTIONS SUCH AS THE U.S. ARMY RESEARCH INSTITUTE FOR BEHAVIORAL AND SOCIAL SCIENCES, THE AIR FORCE RESEARCH LAB, AND THE DEPARTMENT OF THE NAVY'S OFFICE OF FORCE RESILIENCE. 195869 U.S.I.P. STUDENT RESEARCH PROGRAM - PROGRAM PROVIDES STUDENTS FROM CONSORTIUM-PARTICIPATING UNIVERSITIES AS RESEARCH ASSISTANTS TO VARIOUS DEPARTMENTS AT THE INSTITUTE. 178754 REACH 4 SUCCESS - THE CONSORTIUM'S MULTI-DIMENSIONAL COLLEGE ACCESS PROGRAM THAT CONNECTS STUDENTS OF ALL AGES WITH OPPORTUNITIES IN HIGHER EDUCATION. THROUGH INFORMATION AND ADVISING SERVICES, POST-SECONDARY ENCOURAGEMENT PROGRAMS AND OUTREACH ACTIVITIES, REACH 4 SUCCESS PROGRAMS EMPHASIZE THE CRITICAL LINK BETWEEN HIGHER EDUCATION AND FUTURE SUCCESS. 164085 187145 CAMPUS PUBLIC SAFETY INSTITUTE 82327 CONNECTED DMV 36788 781985 UNIVERSITY PROGRAM SERVICES 283200 969130 3711777 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 28 0 1 117 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X KATHERINE PAGE 2023318080 1020 19TH STREET NW 500 WASHINGTON DC 20036 ANDREW FLAGEL PRESIDENT/CEO 35.00 X 309202 0 50707 SCOTT BEAL VP & DIRECTOR, CRFP 35.00 X 212771 0 39285 VALENTINA BROOKS ASSISTANT DIRECTOR, CRFP 35.00 X 169060 0 35402 YARA MARTINEZ DEPUTY DIRECTOR, CRFP 35.00 X 136849 0 35513 MANDINEMA KUMBULA-FRASER VP FOR GOV. RELATIONS & GENERAL COUNSEL 35.00 X 127903 0 18939 LINDA THOMAS CFO - UNTIL 04/2023 35.00 X 106530 0 17213 LEROY JAMES DIRECTOR OF PUBLIC SAFETY PROGRAMS 35.00 X 107717 0 9338 KATHERINE PAGE DIRECTOR OF FINANCE - AS OF 05/2023 35.00 X 0 0 0 ROBERTA CORDANO JD CHAIR 1.00 X 0 0 0 DR RONALD F MASON JR VICE CHAIR 1.00 X 0 0 0 DR IRMA BECERRA TRUSTEE 1.00 X 0 0 0 SYLVIA M BURWELL TRUSTEE 1.00 X 0 0 0 DR SCOTT CAMERON TRUSTEE 1.00 X 0 0 0 DR JOHN J DEGIOIA TRUSTEE 1.00 X 0 0 0 DR GREGORY FOWLER TRUSTEE 1.00 X 0 0 0 DR WAYNE AI FREDERICK TRUSTEE 1.00 X 0 0 0 DR PETER KILPATRICK TRUSTEE 1.00 X 0 0 0 DR ANNE KRESS TRUSTEE 1.00 X 0 0 0 PATRICIA A MCGUIRE TRUSTEE 1.00 X 0 0 0 DR DARRYLL PINES TRUSTEE 1.00 X 0 0 0 LT GENERAL MICHAEL T PLEHN TRUSTEE 1.00 X 0 0 0 DR GREGORY WASHINGTON TRUSTEE 1.00 X 0 0 0 DR FALECIA D WILLIAMS TRUSTEE 1.00 X 0 0 0 DR JERMAINE WILLIAMS TRUSTEE 1.00 X 0 0 0 DR JONATHAN WOODSON TRUSTEE 1.00 X 0 0 0 DR MARK WRIGHTON TRUSTEE 1.00 X 0 0 0 1170032 0 206397 7 0 1 0 0 3834892 477342 4312234 MEMBERSHIP FEES/DUES 900099 969130 969130 SPONSORSHIPS 900099 47000 47000 1016130 MISCELLANEOUS 900099 8473 8473 REFUNDS 900099 1266 1266 9739 5338103 969130 0 56739 X 823908 250657 573251 2677088 2367006 310082 151759 116996 34763 260179 230541 29638 246132 192031 54101 2324 2324 37509 37509 1360 1360 759973 341063 418910 25777 22996 2781 142642 40086 102556 230156 41132 189024 118238 84842 33396 31771 2892 28879 10843 1526 9317 32309 32309 MEMBERSHIP DUES 39319 4571 34748 FURNITURE & EQUIPMENT 33394 1400 31994 MISCELLANEOUS 21161 11025 10136 PUBLICATIONS/SUBSCRIPT. 7324 1653 5671 5653166 3711777 1941389 0 1573078 457531 816731 1076834 19049 163269 67758 42793 141049 133021 18570 8028 23413 734649 2518599 2483104 277345 347847 325091 19255 293541 808443 895977 1175545 X 1622622 1307559 1622622 1307559 2518599 2483104 -315063 0 X 0 1 X 1 1 1 X 4247497 3684443 4571102 4717997 4312234 21533273 4247497 3684443 4571102 4717997 4312234 21533273 21533273 10 5 13 28 8473 8473 21541774 5188388 0.99960 1.00000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2022 AMOUNT: $ 8,473. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 15792 1 1360 0 17152 0 PART II-B, LINE 1: THE CONSORTIUM OF UNIVERSITIES OF THE WASHINGTON METROPOLITAN AREA REPRESENTS OVER 20 HIGHER EDUCATION INSTITUTIONS AND MORE THAN 400,000 STUDENTS IN THE NATIONAL CAPITAL AREA. THE CONSORTIUM IS ENGAGED IN GOVERNMENT RELATIONS ISSUES ON THE FEDERAL, REGIONAL AND LOCAL LEVELS THAT IMPACT OUR MEMBER INSTITUTIONS LOCATED IN THE DISTRICT OF COLUMBIA, MARYLAND AND VIRGINIA. WE REGULARLY HOLD MEETINGS WITH THE DC GOVERNMENT RELATIONS COMMITTEE (MONTHLY) AND THE OVERALL GOVERNMENT RELATIONS COMMITTEE FOR DC, MARYLAND AND VIRGINIA (QUARTERLY). IN ADDITION, WE MEET WITH PUBLIC OFFICIALS AND COMMUNITY LEADERS REGARDING LEGISLATIVE ISSUES AND WE HAVE BEEN ASKED TO ASSIST IN REVIEWING AND DRAFTING LEGISLATION THAT WOULD IMPACT THE HIGHER EDUCATION COMMUNITY. FROM JULY 1, 2022 TO JUNE 2023, CONSORTIUM STAFF COMMUNICATED AND/OR MET WITH PUBLIC OFFICIALS, STAFF MEMBERS AND/OR OUR MEMBER INSTITUTIONS REGARDING TITLE IX, STUDENT LOANS, PELL GRANTS, MENTAL HEALTH, FOOD INSECURITY, COMPENSATION FOR STUDENT ATHLETES, WORKFORCE DEVELOPMENT, GREEN ENERGY INITIATIVES, AFFORDABLE HOUSING, GUN CONTROL, ALGORITHMS, EDUCATIONAL EQUITY, AND MORE. THE CONSORTIUM'S PRESIDENT & CEO IS A MEMBER OF THE WASHINGTON HIGHER EDUCATION SECRETARIAT, IS A MEMBER OF THE AMERICAN COUNCIL ON EDUCATION (ACE) AND SERVES AS THE DISTRICT OF COLUMBIA STATE EXECUTIVE FOR THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU). IN ADDITION, THE CONSORTIUM'S PRESIDENT & CEO AND THE VICE PRESIDENT OF GOVERNMENT RELATIONS & GENERAL COUNSEL REGULARLY ATTENDED GOVERNMENT RELATIONS MEETINGS HELD BY THE DC CHAMBER OF COMMERCE, THE BUSINESS COORDINATING GROUP, THE DC BUSINESS COALITION, AND THE FEDERAL CITY COUNCIL. THE PRESIDENT & CEO, ON BEHALF OF THE NON-FEDERAL MEMBERS OF THE CONSORTIUM, SPEARHEADED LETTERS FROM THE CONSORTIUM OR SIGNED ONTO ADVOCACY LETTERS, PRIMARILY FROM ACE AND NAICU, REGARDING FOOD INSECURITY, MENTAL HEALTH, BUDGET CONSIDERATIONS AND MORE. 95306 87278 8028 45743 45743 0 8028 RIGHT-OF-USE ASSETS - OPERATING 711236 DEPOSITS 23413 734649 LEASE LIABILITIES - OPERATING 808443 808443 X 5338103 0 5338103 0 5338103 5653166 0 5653166 0 5653166 PART X, LINE 2: THE CONSORTIUM EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS X X 0 0 0 0 0 0 0 0 0 ANDREW FLAGEL PRESIDENT/CEO 309202 0 0 0 0 0 31685 0 19022 0 359909 0 0 0 SCOTT BEAL VP & DIRECTOR, CRFP 204735 0 8036 0 0 0 21296 0 17989 0 252056 0 0 0 VALENTINA BROOKS ASSISTANT DIRECTOR, CRFP 163060 0 6000 0 0 0 17239 0 18163 0 204462 0 0 0 YARA MARTINEZ DEPUTY DIRECTOR, CRFP 130669 0 6180 0 0 0 13886 0 21627 0 172362 0 0 0 KIRIANA BEAL FAMILY RELATIONSHIP WITH SCOTT BEAL, VP & DIRECTOR, CRFP 62392 COMPENSATED AS AN EMPLOYEE 0 FORM 990, PART VI, SECTION A, LINE 8B THE CONSORTIUM HAS ANSWERED THE QUESTION 'NO' BECAUSE IT DOES NOT HAVE ANOTHER COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FOLLOWING THE PREPARATION OF THE RETURN BY AN INDEPENDENT ACCOUNTING FIRM, THE DRAFT FEDERAL FORM 990 IS REVIEWED BY THE CONSORTIUM'S DIRETOR OF FINANCE AND CEO. UPON APPROVAL, THE FORM 990 IS SENT TO THE BOARD OF TRUSTEES PRIOR TO SUBMISSION WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONSORTIUM PROVIDES THE CONFLICT OF INTEREST POLICY AND STATEMENT TO THE BOARD OF TRUSTEES ON AN ANNUAL BASIS. EACH BOARD MEMBER MUST READ THE POLICY AND SIGN THE STATEMENT ANNUALLY. ANY EVENT OR CHANGE WHICH MAY ARISE DURING THE YEAR OR QUESTIONS REGARDING THE POLICY BY A BOARD MEMBER ARE DIRECTED TO EITHER THE PRESIDENT/CEO FOR DECISION AND/OR FOR REFERRAL TO THE BOARD OF TRUSTEES FOR DECISION WHERE APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE CONSORTIUM IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU). BI-ANNUALLY, THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES STATE EXECUTIVES, (NAICUSE), AN ARM OF NAICU COMPRISED OF THE STATE ASSOCIATION EXECUTIVES FROM EACH STATE, PARTICIPATE IN A SURVEY WHICH COMPILES SALARY AND BENEFITS DATA FROM EACH OF THE PARTICIPATING STATES. ONCE COMPILED, EACH ASSOCIATION RECEIVES A REPORT COMPARING ITSELF TO OTHER STATE ASSOCIATIONS MOST LIKE THEMSELVES FOR RELEVANT COMPARISON. COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED BY THE BOARD OF TRUSTEES BASED UPON REVIEW AND APPROVAL BY THE BOARD. THE LAST COMPENSATION REVIEW FOR THE VICE PRESIDENT/TREASURER/SECRETARY WAS PERFORMED IN APRIL, 2019 A NEW PRESIDENT & CEO WAS HIRED THIS YEAR AND THE SALARY WAS NEGOTIATED AS PART OF THE HIRING PROCESS USING THE NAICUSE SURVEY AS WELL AS THE 2019 SURVEY OF COMPENSATION AND BENEFITS SPONSORED BY THE WASHINGTON HIGHER EDUCATIONAL SECRETARIAT. FORM 990, PART VI, SECTION C, LINE 19 THE CONSORTIUM'S FEDERAL FORM 990 IS AVAILABLE ON THE WEBSITE WWW.GUIDESTAR.ORG AND IS ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 175,708. MANAGEMENT AND GENERAL EXPENSES 214,955. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 390,663. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 142,453. MANAGEMENT AND GENERAL EXPENSES 175,938. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 318,391. PAYROLL FEES: PROGRAM SERVICE EXPENSES 18,238. MANAGEMENT AND GENERAL EXPENSES 22,311. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,549. INTERPRETERS: PROGRAM SERVICE EXPENSES 3,081. MANAGEMENT AND GENERAL EXPENSES 3,770. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,851. RECRUITMENT: PROGRAM SERVICE EXPENSES 1,583. MANAGEMENT AND GENERAL EXPENSES 1,936. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,519.