2025-03-27T09:30:56-05:00 2024-06-30 111986323 CBIZ ADVISORS LLC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2023-07-01 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 2025-03-25 1 0 AARON M FOX P01365820 2022274000 2025-03-25 2023 2025-03-06 01:10:19Z KATHERINE PAGE 1020 19TH STREET NW 500 WASHINGTON DC 20036 5787125 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. 19 19 106 28 0 0 4312234 4072402 1016130 1712571 0 0 9739 2152 5338103 5787125 0 0 0 0 4159066 4160711 0 0 0 1494100 1447993 5653166 5608704 -315063 178421 2483104 2688849 1175545 1202869 1307559 1485980 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 3211060 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. 238969 238969 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. 187709 187709 U.S.I.P. STUDENT RESEARCH PROGRAM - PROGRAM PROVIDES STUDENTS FROM CONSORTIUM-PARTICIPATING UNIVERSITIES AS RESEARCH ASSISTANTS TO VARIOUS DEPARTMENTS AT THE INSTITUTE. 180284 303604 CAMPUS PUBLIC SAFETY INSTITUTE 71816 867821 UNIVERSITY PROGRAM SERVICES 17660 17660 CONNECTED DMV 269760 1189085 3907498 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 23 0 1 106 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 317834 0 52656 SCOTT BEAL VP & DIRECTOR, CRFP 35.00 X 212517 0 41728 YARA MARTINEZ DEPUTY DIRECTOR, CRFP 35.00 X 127246 0 36228 MANDINEMA KUMBULA-FRASER VP FOR GOV. RELATIONS & GENERAL COUNSEL 35.00 X 127473 0 13791 LEROY JAMES DIRECTOR OF PUBLIC SAFETY PROGRAMS 35.00 X 112685 0 11239 KATHERINE PAGE DIRECTOR OF FINANCE 35.00 X 80152 0 16964 ROBERTA CORDANO JD CHAIR 1.00 X 0 0 0 SYLVIA M BURWELL VICE CHAIR - AS OF 7/2023 1.00 X 0 0 0 DR JOHN BALLARD TRUSTEE 1.00 X 0 0 0 DR IRMA BECERRA TRUSTEE 1.00 X 0 0 0 DR JOHN J DEGIOIA TRUSTEE 1.00 X 0 0 0 DR MAURICE EDINGTON 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 ELLEN GRANBERY 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 BEN VINSON III 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 977907 0 172606 5 0 1 0 0 3552953 519449 4072402 MEMBERSHIP FEES/DUES 900099 1053179 1053179 FEDERAL CONTRACTS 900099 502392 502392 SPONSORSHIPS 900099 96750 96750 STRATEGIC PLANNING 900099 36500 36500 EVENTS 900099 23750 23750 1712571 REFUNDS 900099 1977 1977 MISCELLANEOUS 900099 175 175 2152 5787125 1615821 0 98902 X 824168 299084 525084 2688360 2312143 376217 130921 101696 29225 270996 242230 28766 246266 199590 46676 1240 1240 107468 107468 2202 2202 619711 508925 110786 4570 1106 3464 233032 99583 133449 199323 18977 180346 64782 62720 2062 60945 18749 42196 7660 509 7151 27843 27843 BAD DEBT 27936 13918 14018 ECONOMIC IMPACT STUDY 27495 27495 MEMBERSHIP DUES 25056 500 24556 STRATEGIC PLANNING 19500 19500 19230 6066 13164 5608704 3907498 1701206 0 457531 1277186 1076834 677955 163269 53242 42793 111143 141049 140681 8028 368 734649 568955 2483104 2688849 347847 351988 19255 220474 808443 630407 1175545 1202869 X 1307559 1485980 1307559 1485980 2483104 2688849 178421 0 X 0 1 X 1 1 1 X 3684443 4571102 4717997 4312234 4072402 21358178 3684443 4571102 4717997 4312234 4072402 21358178 21358178 5 13 18 8473 175 8648 21366844 5773783 0.99960 0.99960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 8,473. 2023 AMOUNT: $ 175. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1547 1 133 0 1680 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 COLLEGE AND UNIVERSITY 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, COMMUNITY LEADERS AND BUSINESS 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, 2023 TO JUNE 2024, 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, LABOR AND EMPLOYMENT 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 AND THE AMERICAN COUNCIL ON EDUCATION (ACE). HE ALSO SERVES AS THE DISTRICT OF COLUMBIA'S STATE EXECUTIVE FOR THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU). IN ADDITION, THE CONSORTIUM'S 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. SHE ALSO SERVES ON COMMITTEES FOR THE NATIONAL ASSOCIATION FOR COLLEGE AND UNIVERSITY ATTORNEYS AND THE ASSOCIATION FOR CORPORATE COUNSEL. 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, LABOR AND EMPLOYMENT, BUDGET CONSIDERATIONS AND MORE. 95306 94938 368 45743 45743 0 368 RIGHT-OF-USE ASSETS - OPERATING 547738 DEPOSITS 21217 568955 LEASE LIABILITIES - OPERATING 630407 630407 X 5868725 81600 81600 5787125 0 5787125 5690304 81600 81600 5608704 0 5608704 PART X, LINE 2: THE CONSORTIUM EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, 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 316754 0 0 0 1080 0 31169 0 21487 0 370490 0 0 0 SCOTT BEAL VP & DIRECTOR, CRFP 211437 0 0 0 1080 0 21229 0 20499 0 254245 0 0 0 YARA MARTINEZ DEPUTY DIRECTOR, CRFP 126166 0 0 0 1080 0 13353 0 22875 0 163474 0 0 0 KIRIANA BEAL FAMILY RELATIONSHIP WITH SCOTT BEAL, VP & DIRECTOR, CRFP 72311 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 PRESIDENT/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 420,301. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 420,301. HR SERVICES: PROGRAM SERVICE EXPENSES 77,756. MANAGEMENT AND GENERAL EXPENSES 55,276. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 133,032. PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 48,139. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,139. RECRUITMENT: PROGRAM SERVICE EXPENSES 8,968. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,968. INTERPRETERS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,371. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,371. PHOTOGRAPHER: PROGRAM SERVICE EXPENSES 1,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,900.