2023-10-04T11:02:09-05:00 2023-06-30 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2022-07-01 521994352 COUNCIL FOR HIGHER EDUCATION ACCREDITATION COUN 2029556126 ONE DUPONT CIRCLE NW 510 WASHINGTON DC 20036 CYNTHIA JACKSON-HAMMOND PRESIDENT 2029556126 2023-10-04 1 CYNTHIA JACKSON-HAMMOND XXX-XX-XXXX 0 JENNIFER S HAN P00633304 2022937000 2023-10-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CYNTHIA JACKSON-HAMMOND ONE DUPONT CIRCLE NW 510 WASHINGTON DC 20036 3919311 0 X WWW.CHEA.ORG X 1996 DC THE COUNCIL IS DEDICATED TO SERVING STUDENTS AND THEIR FAMILIES, COLLEGES AND UNIVERSITIES, SPONSORING BODIES, GOVERNMENTS AND EMPLOYERS BY PROMOTING ACADEMIC QUALITY THROUGH FORMAL RECOGNITION OF HIGHER EDUCATION ACCREDITING BODIES AND COORDINATES AND WORKS TO ADVANCE SELF-REGULATION THROUGH ACCREDITATION. 20 20 12 43 0 0 0 42500 3222063 3334750 148253 149545 10433 2595 3380749 3529390 0 0 0 0 2128250 2068854 0 0 0 1066027 1222785 3194277 3291639 186472 237751 8330928 8585854 3318210 3174524 5012718 5411330 X THE COUNCIL IS DEDICATED TO SERVING STUDENTS AND THEIR FAMILIES, COLLEGES AND UNIVERSITIES, SPONSORING BODIES, GOVERNMENTS AND EMPLOYERS BY PROMOTING ACADEMIC QUALITY THROUGH FORMAL RECOGNITION OF HIGHER EDUCATION ACCREDITING BODIES AND COORDINATES AND WORKS TO ADVANCE SELF-REGULATION THROUGH ACCREDITATION. 0 0 1221927 3224750 MEMBERSHIP SERVICES - SERVED AS PRIMARY NATIONAL FORUM FOR ACCREDITATION AND QUALITY REVIEW THROUGH SPONSORSHIP OF MEETINGS AND CONFERENCES INVOLVING THE ACADEMIC AND ACCREDITATION COMMUNITIES, POLICY MAKERS, AND THE INTERNATIONAL COMMUNITY. PROVIDED SERVICES TO MEMBER ORGANIZATIONS AND RECOGNIZED ACCREDITING ORGANIZATIONS THROUGH CONDUCTING RESEARCH AND POLICY ANALYSIS, MAINTENANCE OF CHEA COMPREHENSIVE DATABASE AND ENGAGING UNIVERSITY PRESIDENTS IN THE POLICY AND PROCESS OF ACCREDITATION. 582028 GOVERNMENT RELATIONS - SUSTAINED AND MAINTAINED A STRATEGIC AND EFFECTIVE GOVERNMENT RELATIONS PROGRAM. 540881 110000 RECOGNITION POLICY - AFFIRMS THAT THE STANDARDS AND PROCESSES OF THE ACCREDITING ORGANIZATION ARE CONSISTENT WITH THE ACADEMIC QUALITY, IMPROVEMENT AND ACCOUNTABILITY EXPECTATIONS THAT CHEA HAS ESTABLISHED. 323863 THE COUNCIL'S INTERNATIONAL QUALITY GROUP 125241 RESEARCH AND POLICY 449104 2793940 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JAMES WILLIS 2029556126 ONE DUPONT CIRCLE NW SUITE 510 WASHINGTION DC 20036 GENA GLICKMAN CHAIR 1.00 X X 0 0 0 DOTTIE KING VICE CHAIR 1.00 X X 0 0 0 ROBERT CLARK TREASURER 1.00 X X 0 0 0 ANTOINE GARIBALDI SECRETARY 1.00 X X 0 0 0 ORLANDO TAYLOR IMMEDIATE PAST CHAIR 1.00 X 0 0 0 KASSANDRA ARDINGER DIRECTOR 1.00 X 0 0 0 PAULETTA BROWN BRACY DIRECTOR 1.00 X 0 0 0 JOSEPH BRIMHALL DIRECTOR 1.00 X 0 0 0 COLETTE PIERCE BURNETTE DIRECTOR 1.00 X 0 0 0 DARELL CAIN DIRECTOR 1.00 X 0 0 0 F JAVIER CEVALLOS DIRECTOR 1.00 X 0 0 0 SHARON DEVIVO DIRECTOR 1.00 X 0 0 0 CESAR MALDONADO DIRECTOR 1.00 X 0 0 0 ANTHONY MUNROE DIRECTOR 1.00 X 0 0 0 CARLOS SANTIAGO DIRECTOR 1.00 X 0 0 0 DAVID SCHMIDT DIRECTOR 1.00 X 0 0 0 CYNTHIA SPIERS DIRECTOR 1.00 X 0 0 0 LORI WILLIAMS DIRECTOR 1.00 X 0 0 0 JEAN WYLD DIRECTOR 1.00 X 0 0 0 LESTER NEWMAN MEMBER AT LARGE 1.00 X 0 0 0 CYNTHIA JACKSON-HAMMOND PRESIDENT 50.00 X 400252 0 78741 JAN FRIIS SENIOR VICE PRESIDENT FOR GOVERNMENT AFFAIRS 35.00 X 233965 0 41692 MICHELLE CLAVILLE VP FOR RESEARCH AND POLICY ANALYSIS 35.00 X 167811 0 22251 LORETTA WALDRON VP FOR RECOGNITION SERVICES 35.00 X 162419 0 38757 TIMOTHY WILLARD SR. DIR. OF COMMS. (UNTIL DEC 2022) 35.00 X 123113 0 27647 JAHAN CULBREATH DIRECTOR OF FEDERAL RELATIONS 35.00 X 115325 0 26961 KATHLEEN FORD WEBSITE AND TECHNOLOGY MANAGER 35.00 X 110524 0 26411 1313409 0 262460 7 0 1 0 CAPITAL HILTON 1011 16TH STREET WASHINGTON DC 20036 MEALS AND RECEPTIONS 186196 ALTIGA ACCOUNTING & FINANCIAL SOLUTIONS 1507 CHURCH ST NW WASHINGTON DC 20005 ACCOUNTING & BUSINESS SERVICES 137600 2 42500 42500 MEMBERSHIP DUES 900099 3029810 3029810 CONFERENCE FEES 900099 194940 194940 RECOGNITION FEES 900099 110000 110000 3334750 91805 91805 447661 389921 57740 57740 57740 OTHER INCOME 900099 2595 2595 2595 3529390 3334750 0 152140 1214334 1190031 24303 597269 549039 48230 70759 64769 5990 79173 74785 4388 107319 102783 4536 3328 3328 164357 164357 28130 28130 89984 55525 34459 63507 59121 4386 84136 80582 3554 208567 199751 8816 62149 49390 12759 368985 293236 75749 70578 67595 2983 29921 1856 28065 BANK/CREDIT CARD FEES 43424 43424 MEMBERSHIP/SPONSORSHIP 5719 5477 242 3291639 2793940 497699 0 3120024 700663 54070 2483705 587 1108 51819 53919 653093 405418 312758 247675 90013 92337 3584531 4060707 1117126 945740 8330928 8585854 180874 174734 1778150 1791895 1359186 1207895 3318210 3174524 X 5012718 5411330 5012718 5411330 8330928 8585854 237751 160861 0 X X 0 1 X 1 0 X 258000 13000 42500 313500 3346806 2928463 3136960 3209063 3334750 15956042 3346806 2928463 3394960 3222063 3377250 16269542 30000 30000 4519 4519 30000 4519 34519 16235023 78096 95847 64989 68589 91805 399326 78096 95847 64989 68589 91805 399326 13233 10433 2595 26261 3424902 3024310 3473182 3301085 3471650 16695129 0.97240 0.97220 0.02390 0.02610 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 13,233. 2021 AMOUNT: $ 10,433. 2022 AMOUNT: $ 2,595. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 32913 0 0 32913 0 PART II-B, LINE 1: CHEA REPORTS LOBBYING COSTS EACH YEAR ON FORM 990. THESE COSTS ARE ASSOCIATED WITH STAFF TIME AND ANY RELEVANT TRAVEL COSTS TO/FROM CAPITOL HILL. THE PURPOSE OF THE VISITS TO CAPITOL HILL IS TO MEET WITH THE US HOUSE EDUCATION COMMITTEE. 147086 66857 80229 77192 72307 4885 428815 266254 162561 247675 EQUITY FUNDS 2263298 C FIXED INCOME MUTUAL FUNDS 1763788 C MONEY MARKET FUNDS AND CASH EQUIVALENTS 33621 C 4060707 RIGHT-OF-USE ASSETS - OPERATING LEASE 945740 945740 OBLIGATIONS UNDER NONQUALIFIED EMPLOYEE BENEFIT PLAN 151622 OPERATING LEASE LIABILITY 1056273 1207895 X 3662121 160861 160861 3501260 28130 28130 3529390 3263509 0 3263509 28130 28130 3291639 PART X, LINE 2: THE COUNCIL FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE COUNCIL'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE COUNCIL PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2023 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE COUNCIL FILES TAX RETURNS. X X X 0 0 0 0 0 0 0 0 0 CYNTHIA JACKSON-HAMMOND PRESIDENT 400252 0 0 0 0 0 65450 0 13291 0 478993 0 0 0 JAN FRIIS SENIOR VICE PRESIDENT FOR GOVERNMENT 233965 0 0 0 0 0 28312 0 13380 0 275657 0 0 0 LORETTA WALDRON VP FOR RECOGNITION SERVICES 162419 0 0 0 0 0 20757 0 18000 0 201176 0 0 0 MICHELLE CLAVILLE VP FOR RESEARCH AND POLICY ANALYSIS 167811 0 0 0 0 0 20147 0 2104 0 190062 0 0 0 TIMOTHY WILLARD SR. DIR. OF COMMS. (UNTIL DEC 2022) 123113 0 0 0 0 0 14774 0 12873 0 150760 0 0 0 PART I, LINE 3 THE ANNUAL PROCESS FOR DETERMINING COMPENSATION, INCLUDING SALARY AND FRINGE BENEFITS, FOR THE PRESIDENT SHALL BE CONDUCTED BEGINNING ON OR ABOUT APRIL 15 OF EACH CALENDAR YEAR. IN DETERMINING THE PRESIDENT'S COMPENSATION, CHEA'S BOARD OF DIRECTORS (THE "BOARD") SHALL REVIEW DATA THAT DOCUMENTS COMPENSATION LEVELS AND BENEFITS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS ("COMPARABILITY DATA"). COMPARABILITY DATA MAY INCLUDE DATA SUCH AS (1) THE WASHINGTON HIGHER EDUCATION SECRETARIAT ANNUAL COMPENSATION AND BENEFITS STUDY; (2) A GENERAL SALARY SURVEY; AND (3) INFORMATION ON SALARY INCREASES PLANNED BY OTHER HIGHER EDUCATION ASSOCIATIONS. THE BOARD SHALL ALSO REVIEW CHANGES IN THE CONSUMER PRICE INDEX. THE BOARD SHALL CONSIDER ITS ANNUAL EVALUATION OF THE PRESIDENT IN SETTING THE PRESIDENT'S COMPENSATION, ALONG WITH ANY OTHER FACTORS THE BOARD CONSIDERS RELEVANT. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S PRESIDENT AND BUSINESS MANAGER CONDUCT AN INITIAL REVIEW OF FORM 990. SUBSEQUENTLY, UPON COMPLETING THE INITIAL REVIEW, THEY COLLABORATE WITH THE TREASURER TO FURTHER ASSESS THE FORM. FOLLOWING THIS COMBINED REVIEW, THE RESERVE, INVESTMENT, AND AUDIT COMMITTEE REVIEWS AND APPROVES THE FORM FOR SUBMISSION. AFTER THE COMMITTEE'S THOROUGH ASSESSMENT, A COPY OF THE FORM IS PRESENTED TO THE FULL BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, AT THE BEGINNING OF THE FISCAL YEAR OR ON THE 1ST MEETING OF THE FISCAL YEAR, THE BOARD OF DIRECTORS AND MEMBERS OF THE COMMITTEE ON RECOGNITION, OFFICERS AND KEY EMPLOYEES ARE PRESENTED WITH THE CONFLICT OF INTEREST POLICY FOR THEIR SPECIFIC GROUP AND ASKED TO SIGN THE ACKNOWLEDGMENT AND AFFIRMATION FORM. THE FORMS ARE FILED FOR ONE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE ANNUAL PROCESS FOR DETERMINING COMPENSATION, INCLUDING SALARY AND FRINGE BENEFITS, FOR THE KEY EMPLOYEES SHALL BE CONDUCTED BEGINNING ON OR ABOUT APRIL 15 OF EACH CALENDAR YEAR, AT THE TIME WHEN THE BOARD APPROVES THE ANNUAL BUDGET. FIRST, AS PART OF THE BUDGET APPROVAL, THE BOARD APPROVES AN ANNUAL SALARY INCREASE POOL FOR ALL EMPLOYEES AFTER REVIEWING COMPARABILITY DATA AND CHANGES IN THE CONSUMER PRICE INDEX. SECOND, ON OR ABOUT MAY 1, THE PRESIDENT SHALL MAKE A RECOMMENDATION TO THE BOARD AS TO HOW THE ANNUAL SALARY INCREASE POOL IS TO BE ALLOCATED TO THE KEY EMPLOYEES, FOR SALARIES TO BE EFFECTIVE ON OR ABOUT JULY 1. IN MAKING THIS RECOMMENDATION, THE PRESIDENT SHALL REVIEW COMPARABILITY DATA, AS WELL AS THE KEY EMPLOYEE EVALUATIONS AND PERFORMANCE. THIRD, THE BOARD SHALL REVIEW THE PRESIDENT'S RECOMMENDATION ON SALARY FOR THE KEY EMPLOYEES AND DECIDE WHETHER TO ADOPT IT IN FULL OR MODIFY IT. THE ANNUAL PROCESS FOR DETERMINING COMPENSATION, INCLUDING SALARY AND FRINGE BENEFITS, FOR THE PRESIDENT SHALL BE CONDUCTED BEGINNING ON OR ABOUT APRIL 15 OF EACH CALENDAR YEAR. IN DETERMINING THE PRESIDENT'S COMPENSATION, CHEA'S BOARD OF DIRECTORS (THE "BOARD") SHALL REVIEW DATA THAT DOCUMENTS COMPENSATION LEVELS AND BENEFITS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS ("COMPARABILITY DATA"). COMPARABILITY DATA MAY INCLUDE DATA SUCH AS (1) THE WASHINGTON HIGHER EDUCATION SECRETARIAT ANNUAL COMPENSATION AND BENEFITS STUDY; (2) A GENERAL SALARY SURVEY; AND (3) INFORMATION ON SALARY INCREASES PLANNED BY OTHER HIGHER EDUCATION ASSOCIATIONS. THE BOARD SHALL ALSO REVIEW CHANGES IN THE CONSUMER PRICE INDEX. THE BOARD SHALL CONSIDER ITS ANNUAL EVALUATION OF THE PRESIDENT IN SETTING THE PRESIDENT'S COMPENSATION, ALONG WITH ANY OTHER FACTORS THE BOARD CONSIDERS RELEVANT. FORM 990, PART VI, SECTION C, LINE 19 THE COUNCIL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. IT IS THE COUNCIL'S POLICY TO ADDRESS ANY REQUEST FOR OUR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY BY PROVIDING EITHER AN ELECTRONIC OR PRINT VERSION OF THE DOCUMENT TO THE REQUESTOR AS SOON AS POSSIBLE. THE FORM 990S ARE AVAILABLE ON THE WORLD WIDE WEB. BEFORE BEING POSTED, THE FORM 990 WILL BE MADE AVAILABLE EITHER UPON REQUEST OR BY OTHER MEANS ALLOWABLE UNDER THE APPLICABLE TREASURY REGULATIONS. THE FINANCIAL STATEMENTS ARE PUBLISHED IN THE ORGANIZATION'S ANNUAL REPORT THAT IS AVAILABLE ON THE COUNCIL'S WEBSITE. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE IN THE REVIEW AND OVERSIGHT PROCESS DURING THE TAX YEAR.