2026-05-14T13:11:41-05:00 2025-06-30 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2024-07-01 310898802 NATIONAL CONSORTIUM FOR GRADUATE DEGREES FOR MINORITIES IN ENGINEERING & SCIENCE NATI 7035623646 1430 DUKE STREET ALEXANDRIA VA 22314 BRENNON MARCANO CHIEF EXECUTIVE OFFICER 7035623646 2026-05-14 1 1 JENNIFER S HAN P00633304 2022937000 2026-05-14 2024 2025-03-06 01:10:19Z BRENNON MARCANO 1430 DUKE STREET ALEXANDRIA VA 22314 10121839 0 X WWW.GEMFELLOWSHIP.ORG X 1976 IN TO ADVANCE DOMESTIC SCIENTIFIC IMPACT BY ENCOURAGING ALL STUDENTS TO PURSUE MASTER'S AND DOCTORAL DEGREES IN APPLIED SCIENCE AND ENGINEERING. 13 12 12 20 0 0 9973505 9294897 635097 86939 271579 567872 0 172131 10880181 10121839 6649822 5981812 0 0 1749327 1856890 0 0 1084940 2145025 3017985 10544174 10856687 336007 -734848 23698905 24826946 15070843 17051965 8628062 7774981 GEM INVESTS IN AMERICA'S WORKFORCE BY RECRUITING STUDENTS LOOKING TO PURSUE MASTER'S AND DOCTORAL DEGREES IN APPLIED SCIENCE AND ENGINEERING, AND MATCHES THEIR SPECIFIC SKILLS TO THE SPECIFIC TECHNICAL NEEDS OF GEM EMPLOYER PARTNERS. 0 0 9022202 5981812 86939 TO ADVANCE DOMESTIC SCIENTIFIC IMPACT BY ENCOURAGING ALL STUDENTS TO PURSUE MASTER'S AND DOCTORAL DEGREES IN APPLIED SCIENCE AND ENGINEERING. 9022202 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X BRENNON MARCANO 7035623646 1430 DUKE STREET ALEXANDRIA VA 22314 BRENNON MARCANO CHIEF EXECUTIVE OFFICER 40.00 X X 361078 0 40771 STEVE ISAKOWITZ CHAIR 1.00 X X 0 0 0 SHERI DEPP VICE CHAIR 5.00 X X 0 0 0 PERCY GILBERT TRUSTEE (THRU SEP 2024); VICE CHAIR 5.00 X X 0 0 0 CHARLOTTE FARMER TREASURER 1.00 X X 0 0 0 CORDELL HARDY SECRETARY 1.00 X X 0 0 0 MELTEM EROL TRUSTEE 1.00 X 0 0 0 JAMES H GARRETT JR TRUSTEE 1.00 X 0 0 0 MELVIN GREER TRUSTEE (THRU SEP 2024) 1.00 X 0 0 0 RICHARD HARRIS TRUSTEE 1.00 X 0 0 0 TRENA LILLY TRUSTEE 1.00 X 0 0 0 STACEY MACNEIL TRUSTEE (THRU NOV 2024) 1.00 X 0 0 0 LINDSEY TWARDY TRUSTEE (THRU JAN 2025) 1.00 X 0 0 0 DAVID WATTS TRUSTEE 1.00 X 0 0 0 KENNETH WRIGHT TRUSTEE 1.00 X 0 0 0 JULIE YUN TRUSTEE 1.00 X 0 0 0 JAMIE D HICKS SENIOR MANAGER, ACCOUNTING 40.00 X 103490 0 4644 ERIKA HOWELL CHIEF OPERATING OFFICER 40.00 X 78882 0 10649 MARCUS HUGGANS EXECUTIVE DIR. OF CLIENT RELATIONS 40.00 X 171904 0 41410 715354 0 97474 3 0 1 0 AUTOMATION CREATIONS INC 2020 KRAFT DR SUITE 3000 BLACKSBURG VA 24060 SOFTWARE DEVELOPMENT 294655 QUALITY MEASURES LLC 131 HANBURY ROAD WEST SUITE C 1 CHESAPEAKE VA 23322 EVALUATION SERVICES/CONSULTING 136760 TIMOTHY THOMPSON 290 ROCK ISLAND LANE ELLENWOOD GA 13053 PROGRAM PLANNING/OVERSIGHT 102259 3 623500 2103023 6568374 9294897 CONEFERENCE REGISTRATION 611710 56762 56762 GRAD LABS 611710 30177 30177 86939 567872 567872 REFUND 900099 172131 172131 172131 10121839 86939 0 740003 5981812 5981812 707348 85624 284136 337588 823762 567235 106223 150304 28526 10549 4350 13627 187296 84785 51771 50740 109958 48371 27533 34054 117861 17631 79702 20528 37500 37500 988205 618807 33166 336232 30850 9932 9351 11567 170148 92997 51652 25499 110528 37436 32675 40417 33452 10770 10140 12542 1260346 1230972 1759 27615 207534 205463 926 1145 45340 14596 13744 17000 12765 4110 3869 4786 MEMBERSHIP DUES 3456 1112 1048 1296 10856687 9022202 749545 1084940 4873961 4975827 3251388 4906357 6591211 4966331 1286745 731235 600851 555510 8381494 9422921 23698905 24826946 2110802 2041135 12933723 15004903 25318 4927 1000 1000 15070843 17051965 X 8628062 7774981 8628062 7774981 23698905 24826946 -734848 710977 -829210 0 X 0 0 0 X 9860812 12945210 11633222 9973505 9294897 53707646 9860812 12945210 11633222 9973505 9294897 53707646 8739704 44967942 138459 1331 24516 271579 567872 1003757 54711403 2458714 0.82190 X SCHEDULE A, PART II BEGINNING IN FY2025, GEM QUALIFIED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 170(B)(1)(A)(VI) BECAUSE ITS PUBLIC SUPPORT PERCENTAGE EXCEEDED ONE-THIRD OF TOTAL SUPPORT, WITH A SUBSTANTIAL PORTION OF CONTRIBUTIONS RECEIVED FROM PUBLICLY SUPPORTED ORGANIZATIONS. ACCORDINGLY, SCHEDULE A, PART II HAS BEEN COMPLETED TO REFLECT GEM'S PUBLIC CHARITY CLASSIFICATION UNDER SECTION 170(B)(1)(A)(VI). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 950983 416655 534328 117388 97864 19524 218374 216716 1658 555510 INVESTMENT IN MUTUAL FUNDS 9422921 F 9422921 RENTS IN TRUST - LIABILITY 1000 1000 1 FELLOWSHIPS FOR MASTER'S DEGREE PROGRAMS 249 2324313 FELLOWSHIPS FOR PH.D. PROGRAMS 275 3657499 PART I, LINE 2: 1. THE PI SHOULD REVIEW TECHNICAL PERFORMANCE REPORTS OR OTHER SPECIFIED DELIVERABLES ON A TIMELY BASIS. ANY UNFORESEEN ISSUES SHOULD BE DOCUMENTED, INVESTIGATED AND RESOLVED. A SUMMARY OF SUCH ISSUES IDENTIFIED SHOULD BE ELECTRONICALLY FORWARDED TO THE APPROPRIATE COO FOR FILING. FOR HIGH-RISK SUB-AWARDEES, THE PI WILL REQUEST WEEKLY TECHNICAL PERFORMANCE UPDATES IN THE FORM OF A 15-MINUTE MEETING WITH THE SUB AWARDEE TO MINIMIZE PERFORMANCE DEVIATIONS. 2. THE PI AND COO SHOULD PERFORM AN EXPENSE TO BUDGET COMPARISON FOR COST-REIMBURSEMENT SUB-AGREEMENTS. TO FACILITATE THIS REVIEW, THE SUBRECIPIENT'S INVOICES SHOULD INCLUDE A SUMMARY OF CURRENT PERIOD AND CUMULATIVE EXPENSES-TO BUDGET. NOTABLE ISSUES IDENTIFIED SHOULD BE DOCUMENTED IN THE APPROPRIATE GEM AWARD FILE. SUCH DOCUMENTATION MAY INCLUDE, FOR EXAMPLE: PI OR APPROPRIATE DESIGNEE INITIALS OR AUTHORIZING SIGNATURE ON SUBRECIPIENT INVOICES, EMAIL COMMUNICATIONS, NOTES OF MEETINGS OR DISCUSSIONS, ETC. 3. THE PI MAY REQUEST THE SUBRECIPIENT TO PROVIDE CLARIFICATION OF INVOICED CHARGES THAT APPEAR UNUSUAL, EXCESSIVE, OR OTHERWISE QUESTIONABLE. PIS MAY REQUEST DETAILED JUSTIFICATION TO VERIFY THE ALLOWABILITY OF THE COST. EXAMPLES OF DETAILED JUSTIFICATIONS INCLUDE: -PAYROLL RECORDS -COPIES OF PAID INVOICES SHOWING ITEM COST AND VENDOR JUSTIFICATION FORMS IF REQUIRED -DESCRIPTIONS OF SERVICES RENDERED BY CONSULTANTS INCLUDING HOURLY RATES AND TIME REPORTS -DETAILS OF INCURRED TRAVEL CHARGES STATING THE PURPOSE OF THE TRAVEL -RECORDS IDENTIFYING ANY UNALLOWABLE COSTS. COPIES OF THIS DOCUMENTATION SHOULD BE ELECTRONICALLY FORWARDED TO THE COO WITH IDENTIFYING FUND INFORMATION. 4. THE PI AND COO SHOULD REVIEW SUBRECIPIENT INVOICES REGULARLY. FOR HIGH-RISK SUB AWARDEES, THIS REVIEW WILL OCCUR WEEKLY OVER A PHONE CALL TO FACILITATE A MORE PROACTIVE APPROACH TOWARDS INVOICE COMPLIANCE. THE PI & COO SHOULD DOCUMENT THE REVIEW IN THE GEM AWARD FILE. SUCH DOCUMENTATION MAY INCLUDE, FOR EXAMPLE: PI INITIALS OR AUTHORIZING SIGNATURE ON SUBRECIPIENT INVOICES, EMAIL COMMUNICATIONS, NOTES OF MEETINGS OR DISCUSSIONS, ETC. THE PI SHOULD REVIEW THE INVOICE BEFORE PAYMENT AUTHORIZATION TO ASSURE: -EXPENSES ARE REASONABLE AND NECESSARY TO ADVANCE THE WORK UNDER THIS SUBAWARD AGREEMENT. -CUMULATIVE EXPENSES ARE IN ALIGNMENT WITH THE AMOUNT OF WORK COMPLETED. -TECHNICAL REQUIREMENTS (REPORTS AND/OR DELIVERABLES) OF THE STATEMENT OF WORK ASSIGNED TO SUBRECIPIENT ARE IN COMPLIANCE WITH THE SUBRECIPIENT AGREEMENT. 5. IN THE EVENT OF UNRESOLVED NONCOMPLIANCE, THE PI SHOULD NOTIFY THE DESIGNATED COO FOR FURTHER ACTION UP TO AND INCLUDING NONPAYMENT OF SUBRECIPIENT INVOICES AND/OR A CURE LETTER. 6. SHOULD THE TERMS AND/OR CONDITIONS IN THE SUBAWARD BE VIOLATED, AND/OR NOT MET, STANDARD CURE AND TERMINATION PROVISIONS IN THE SUBAWARD WILL BE UTILIZED, AS NECESSARY. X 0 0 0 0 0 0 0 0 0 BRENNON MARCANO CHIEF EXECUTIVE OFFICER 361078 0 0 0 0 0 0 0 40771 0 401849 0 0 0 MARCUS HUGGANS EXECUTIVE DIR. OF CLIENT RELATIONS 171904 0 0 0 0 0 5395 0 36015 0 213314 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 GEM SHALL HAVE TWO TYPES OF MEMBERS, STAKEHOLDER MEMBERS, MADE UP OF REPRESENTATIVES FROM EMPLOYERS AND UNIVERSITIES WITHIN THE CONSORTIUM AND GOVERNANCE MEMBERS, MADE UP OF THE BOARD OF DIRECTORS (SEE ARTICLE IV). MEMBERS OF EITHER TYPE SHALL BE COMPOSED OF THOSE INTERESTED IN FURTHERING THE PURPOSES OF THE ORGANIZATION. STAKEHOLDER MEMBERSHIPS SHALL BE OPEN TO INSTITUTIONS, LABORATORIES, CORPORATIONS OR AGENCIES INTERESTED IN EMPLOYING SCIENCE, TECHNOLOGY, ENGINEERING OR MATH TALENT AS WELL AS THOSE INSTITUTIONS THAT CONFER MASTER OF SCIENCE AND/OR DOCTOR OF PHILOSOPHY DEGREES IN THE COLLEGE/SCHOOL OF ENGINEERING OR SCIENCE IN THE MAJORS OF SCIENCES, TECHNOLOGY, ENGINEERING OR MATH. STAKEHOLDER MEMBERS SHALL COMPLY WITH REQUIREMENTS OF MEMBERSHIP AS SET BY THE BOARD OF DIRECTORS, OR AS VOTED BY THE MEMBERS, INCLUDING, BUT NOT LIMITED TO, THE FIXING OF ANY MEMBERSHIP FEES. FORM 990, PART VI, SECTION A, LINE 7B EACH STAKEHOLDER MEMBER SHALL BE ENTITLED TO ONE VOTE FOR EACH PAID MEMBERSHIP ON EACH MATTER SUBMITTED TO THE STAKEHOLDER MEMBERSHIP FOR VOTING. STAKEHOLDER MEMBERS ARE ENTITLED TO VOTE ON THE FOLLOWING: - CHANGES IN ORGANIZATIONAL VISION AND DIRECTION - CHANGES IN MEMBERSHIP ADMISSION CRITERIA - CHANGES IN MEMBERSHIP FEE STRUCTURE - CHANGES IN MEMBERSHIP BENEFITS - TOPICS THAT THE BOARD OF DIRECTORS DEEM NECESSARY TO HAVE THE ENTIRE MEMBERSHIP VOTE ON FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY REVIEWS THE FEDERAL FORM 990 DURING ONE OF ITS MONTHLY BOARD MEETINGS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C GEM IS CONCERNED WITH CONFLICTS OF INTEREST THAT CREATE ACTUAL OR POTENTIAL JOB-RELATED CONCERNS, ESPECIALLY IN THE AREAS OF CONFIDENTIALITY, CUSTOMER RELATIONS, SAFETY, SECURITY, AND MORALE. IF THERE IS ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST BETWEEN YOU AND A COMPETITOR, SUPPLIER, DISTRIBUTOR, OR CONTRACTOR OF THE COMPANY, YOU MUST DISCLOSE IT TO YOUR MANAGER. IF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE COMPANY WILL TAKE ANY STEPS IT DEEMS NECESSARY TO REDUCE OR ELIMINATE THE CONFLICT. A CONFLICT OF INTEREST INCLUDES ANY EMPLOYMENT RELATIONSHIP OR SERVICES PROVIDED BY GEM EMPLOYEES TO ANY INDIVIDUAL OR THIRD PARTY IN THE SAME FIELD OR INDUSTRY AS GEM, INCLUDING, BUT NOT LIMITED TO, ACCEPTING PAID NSF-RELATED OR CUSTOMER-RELATED WORK OUTSIDE THE COMPANY. EMPLOYEES MAY ENGAGE IN OTHER NON-CONFLICTING ENDEAVORS, PROVIDED THAT SUCH ACTIVITIES DO NOT INTERFERE WITH THEIR FULL-TIME ATTENTION AND WORK RESPONSIBILITIES AT GEM. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE OFFICER. THE PROCESS WAS LAST CONDUCTED IN AUGUST 2025. FORM 990, PART VI, SECTION C, LINE 19 GEM MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.