2020-04-23T13:57:10-05:00 2019-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2018-07-01 522132835 DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM DIST 2027837933 1425 K STREET NW NO 200 WASHINGTON DC 20005 PINKIE DENT MAYFIELD TREASURER 2027837933 2020-04-23 1 FRANK H SMITH P00639053 2022274000 2020-04-13 144.121.95.190 2020-04-23 08:42:42 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F4C2D576246414DCF4A8347EDC3E11E193B17C66 2018 2021-01-29 14:40:06Z ARGELIA RODRIGUEZ 1425 K STREET NW NO 200 WASHINGTON DC 20005 26948726 0 X WWW.DCCAP.ORG X 1998 DC TO ENCOURAGE AND ENABLE DISTRICT OF COLUMBIA STUDENTS TO ATTEND AND GRADUATE FROM COLLEGE. 23 23 88 22 0 0 3000607 2354074 0 0 10676157 8401403 -387884 -382553 13288880 10372924 2782895 3037757 0 0 3516795 4180681 0 102128 524930 2658349 2450153 8958039 9770719 4330841 602205 96508635 96153495 679342 736232 95829293 95417263 X THE DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM'S (DC-CAP) PRIMARY PURPOSE IS TO ENCOURAGE AND ENABLE DISTRICT OF COLUMBIA STUDENTS TO ATTEND AND GRADUATE COLLEGE. 0 0 5216529 2117849 COUNSELING: DC-CAP'S PRIMARY MISSION IS TO PROVIDE COUNSELING SERVICES TO HIGH SCHOOL STUDENTS IN THE DISTRICT OF COLUMBIA PUBLIC SCHOOL SYSTEM (DCPS). SERVICES INCLUDE MOTIVATING STUDENTS TO PREPARE, APPLY, GAIN ACCEPTANCE TO, AND GRADUATE FROM COLLEGE. COUNSELORS ASSIST WITH THE FINANCIAL AID PROCESS BY IDENTIFYING SCHOLARSHIPS AND OTHER FUNDING SOURCES TO CREATE A FINANCIAL AID PACKAGE FOR EACH STUDENT. COUNSELORS ALSO WORK WITH PARENTS OF STUDENTS TO GATHER ALL NECESSARY DOCUMENTATION AND INFORMATION TO ADVANCE THE PROCESS. DC-CAP HAS EXPANDED COUNSELING SERVICES TO CHARTER SCHOOLS. ONCE A STUDENT HAS ENTERED COLLEGE, DC-CAP PROVIDES COLLEGE RETENTION COUNSELING TO GUIDE STUDENTS WITH ANY DIFFICULTIES THEY MAY ENCOUNTER ACADEMICALLY OR PERSONALLY. DC-CAP IS NOT ONLY COMMITTED TO COLLEGE ACCEPTANCE BUT TO ONGOING SUCCESS AND GRADUATION FROM COLLEGE.DC-CAP COUNSELORS OFFER WORKSHOPS, MEETINGS, AND TRAININGS FOR MEMBERS OF THE COMMUNITY INCLUDING PARENTS, TEACHERS, AND INDIVIDUALS INVOLVED WITH STUDENTS IN THE D.C. AREA AND WHO ARE NOT CURRENTLY SERVED BY DC-CAP.DC-CAP PROVIDES STUDENTS WITH "LAST DOLLAR" AWARDS WHICH BRIDGE THE GAP BETWEEN FINANCIAL PACKAGES, THE FAMILY CONTRIBUTION, AND COLLEGE TUITION COSTS. DC-CAP MAKES TWO ANNUAL DISBURSEMENTS FOR SCHOLARSHIP AWARDS WHICH COINCIDE WITH THE SCHOOL YEAR. THE FIRST DISBURSEMENT IS MADE DURING THE FALL SEMESTER, AND THE SECOND DISBURSEMENT IS MADE DURING THE SPRING SEMESTER. EACH STUDENT MAY RECEIVE UP TO $2,000 PER YEAR FOR UP TO 5 YEARS. AS OF JUNE 30, 2019, NO FUTURE COMMITMENTS HAVE BEEN MADE. PAYMENT OF FUTURE FUNDS IS CONTINGENT UPON CONTINUED COLLEGE ENROLLMENT AND FINANCIAL NEED. GRANTS ARE RECORDED WHEN CONTINGENCIES ARE SUBSTANTIALLY FULFILLED. 1344126 821908 WARD 7 & 8 SCHOLARS PROGRAM: THE WARD 7 & 8 SCHOLARS PROGRAM PROVIDES STUDENT SUPPORT SERVICES AND SCHOLARSHIP FUNDING TO HELP INCREASE HIGH SCHOOL AND GRADUATION RATES IN WARDS 7 & 8 IN WASHINGTON, D.C. THE PROGRAM PROVIDES HIGH INTENSIVE SUPPORT SERVICES FOR GRADES 11 AND 12, AND ANNUAL SCHOLARSHIPS, FOR UP TO FIVE YEARS, PER STUDENT. 692450 STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH) INITIATIVE: THE STEM INCENTIVE AND SCHOLARSHIP PROGRAM (SISP) IS DESIGNED TO ESTABLISH A CULTURE OF STEM ACHIEVEMENT AMONG DC HIGH SCHOOL STUDENTS AND AIMS TO INCREASE THE NUMBER OF GRADUATES WHO ARE MOTIVATED AND PREPARED TO EARN STEM AND STEM-SUPPORTED COLLEGE DEGREES. 536973 98000 ALPHA LEADERSHIP PROJECT: THE ALPHA LEADERSHIP PROJECT (ALP) IS A PROGRAM WITHIN DC-CAP FOR YOUNG MEN OF COLOR IN DC PUBLIC AND PUBLIC CHARTER SCHOOLS. ALP ASSISTS AN EMPOWERS STUDENTS THROUGH THE EDUCATIONAL PROCESS TO IMPROVE ACADEMIC ACHIEVEMENT, INCREASE THE POSSIBILITY THAT THEY GRADUATE FROM HIGH SCHOOL, AND BE SOCIALLY AND ACADEMICALLY PREPARED TO ENROLL AND GRADUATE FROM COLLEGE. THE CORE COMPONENTS OF THE PROGRAM ARE PERSONAL DEVELOPMENT, POSITIVE PEER PRESSURE AND PARENT TRAINING. 536973 98000 7790078 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 1 88 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X X ARGELIA RODRIGUEZ 2027837933 1425 K STREET NW NO 200 WASHINGTON DC 20005 TED LEONSIS CHAIRMAN 5.00 X X 0 0 0 PINKIE DENT MAYFIELD TREASURER 10.00 X X 0 0 0 DEBBIE MARRIOTT HARRISON SECRETARY 1.00 X X 0 0 0 AMANDA ALEXANDER CHANCELLOR- UNTIL 12/2018 1.00 X 0 0 0 LEWIS D FEREBEE CHANCELLOR- AS OF 03/2019 1.00 X 0 0 0 RONALD ABRAMSON BOARD MEMBER 1.00 X 0 0 0 MURIEL BOWSER BOARD MEMBER 1.00 X 0 0 0 DAVID BRADLEY BOARD MEMBER 1.00 X 0 0 0 KATHERINE BRADLEY BOARD MEMBER 1.00 X 0 0 0 LEO A BROOKS JR BOARD MEMBER 1.00 X 0 0 0 PATRICK BUTLER BOARD MEMBER 1.00 X 0 0 0 CALVIN CAFRITZ BOARD MEMBER 1.00 X 0 0 0 TOM DAVIS BOARD MEMBER 1.00 X 0 0 0 LAWRENCE DI RITA BOARD MEMBER- UNTIL 09/2018 1.00 X 0 0 0 MARK D EIN BOARD MEMBER 1.00 X 0 0 0 RAUL J FERNANDEZ BOARD MEMBER 1.00 X 0 0 0 DONALD E GRAHAM BOARD MEMBER 1.00 X 0 0 0 ROBERT P KOGOD BOARD MEMBER 1.00 X 0 0 0 ANTHONY A LEWIS BOARD MEMBER 1.00 X 0 0 0 CARMEN GUZMAN LOWREY BOARD MEMBER 1.00 X 0 0 0 CHRIS NEWKIRK BOARD MEMBER 1.00 X 0 0 0 COURTNEY CLARK PASTRICK BOARD MEMBER 1.00 X 0 0 0 W RUSSELL RAMSEY BOARD MEMBER 1.00 X 0 0 0 CATHERINE B REYNOLDS BOARD MEMBER 1.00 X 0 0 0 TAMIKA L TREMAGLIO BOARD MEMBER 1.00 X 0 0 0 ARGELIA RODRIGUEZ PRESIDENT/CEO 40.00 X 311346 0 31432 LD ROSS JR VICE PRESIDENT PROGRAMS 40.00 X 163733 0 5438 KYA DIXON VP OF RETENTION & DATA MANAGEMENT 40.00 X 102006 0 5038 577085 0 41908 3 0 1 0 RUANE CUNNIFF & GOLDFARB INC 767 FIFTH AVENUE SUITE 4701 NEW YORK NY 10153 INVESTMENT MANAGEMENT 717519 THE BRIDGESPAN GROUP INC 2 COPLEY PLACE SUITE 3700B BOSTON MA 02116 STRATEGIC PLANNING SERVICES 300210 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING SERVICES 103027 3 3911 693619 1656544 2354074 795328 795328 23669470 16063395 7606075 7606075 7606075 122916 693619 512407 -389491 -389491 REFUNDS/REIMBURSEMENTS 900099 6938 6938 6938 10372924 0 0 8018850 401908 401908 2635849 2635849 589791 366405 22466 200920 3048529 2746881 254642 47006 40127 35910 2368 1849 231342 202842 17957 10543 270892 232248 20608 18036 234218 234218 102128 102128 809027 809027 220191 109700 59200 51291 72000 72000 142942 27907 113170 1865 194787 61530 132883 374 452281 1518 446800 3963 39515 36545 221 2749 91563 34198 55863 1502 18302 18302 30037 30037 PROGRAM FEES & SUPPLIES 90743 88135 1180 1428 DUES & SUBSCRIPTIONS 51303 24262 6417 20624 MISCELLANEOUS 3244 3244 G&A ALLOCATION 0 780996 -841648 60652 9770719 7790078 1455711 524930 201282 403227 10495038 10645608 9087791 28122 14031 127137 136519 527483 252976 230491 274507 84537395 75811726 536655 132601 96508635 96153495 432717 425526 246625 310706 679342 736232 X 68054337 68622026 19524956 18545237 8250000 8250000 95829293 95417263 96508635 96153495 602205 -1014235 0 X 0 1 X 1 0 X 15505337 2021411 4759815 3000607 2354074 27641244 15505337 2021411 4759815 3000607 2354074 27641244 16467518 11173726 779196 796428 777037 802051 795328 3950040 6938 6938 31598222 506953 0.35360 0.36110 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUNDS/REIMBURSEMENTS - 2018 AMOUNT: $ 6,938. SCHEDULE A, THE BILL AND MELINDA GATES FOUNDATION GRANT IN FISCAL YEAR 2017, THE BILL AND MELINDA GATES FOUNDATION GAVE DC-CAP A $10,000,000 GRANT AWARD, TO FUND THE WARD 7 & 8 SCHOLARS PROGRAM AND TO INCREASE COLLEGE ACCESS, RETENTION AND GRADUATION RATES FOR STUDENTS IN WARDS 7 AND 8 BY PROVIDING FINANCIAL AID AND WRAPAROUND SUPPORT SERVICES FOR A COHORT OF STUDENTS STARTING IN 7TH GRADE THROUGH COLLEGE GRADUATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85882673 124000 7387167 4425666 88968174 78123008 348000 11308548 3896883 85882673 71226143 325000 9970336 3398471 78123008 95988741 -20899133 3863465 71226143 75326889 10352415 13132689 2823252 95988741 0.81920 0.09270 0.08810 0 0 527483 252976 274507 274507 DEFERRED RENT 179278 DEFERRED COMPENSATION 40000 TENANT IMPROVEMENT ALLOWANCE 91428 310706 9271521 -1014235 209452 512407 -292376 9563897 809027 809027 10372924 9683551 209452 512407 721859 8961692 809027 809027 9770719 PART V, LINE 4: THE BOARD OF DIRECTORS OF DC-CAP HAS DESIGNATED CERTAIN UNRESTRICTED NET ASSETS AS INTENDED FOR LONG-TERM INVESTMENT SUPPORT. PERMANENTLY RESTRICTED FUNDS ARE INTENDED TO BUILD THE CAPACITY OF DC-CAP TO IMPROVE ITS PERFORMANCE PROGRAMMATICALLY AND OPERATIONALLY; EXPAND INTO THE CHARTER SCHOOL SYSTEM; AND, TO ENLARGE THE HIGH SCHOOL AND COLLEGE RETENTION SERVICES PROGRAMS. THE EARNINGS ON THE ENDOWMENT FUNDS ARE NOT RESTRICTED AND MAY BE USED FOR GENERAL PURPOSES. THE TEMPORARILY RESTRICTED NET ASSETS PORTION OF THE ENDOWMENT PERTAINS TO THE EARNINGS GENERATED FROM THE CORPUS THROUGHOUT THE LIFE OF THE ENDOWMENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 512,407. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 512,407. X X X 1 ORR GROUP 3000 K STREET NW WASHINGTON DC 20007 SPECIAL EVENT FUNDRAISING 0 816535 102128 714407 816535 102128 714407 DC GALA 816535 693619 122916 0 0 139790 77296 65921 229400 816535 693619 122916 139790 77296 65921 229400 512407 -389491 1 COLLEGE SUCCESS FOUNDATION - DISTRICT OF COLUMBIA 1805 7TH STREET NW SUITE 500 WASHINGTON DC 20001 205561911 501(C)(3) 401908 SUB-GRANT AWARD 1 0 EDUCATIONAL SCHOLARSHIPS 1242 2635849 PART I, LINE 2: CSF SENDS DC-CAP A QUARTERLY REPORT ON THE EXPENSES INCURRED ON THE SUB-GRANTEE AWARD TO ENSURE THAT THE EXPENSES WERE USED FOR THE PURPOSE DESCRIBED IN THE GATES FOUNDATION GRANT. X X X X 0 0 0 0 0 0 0 1 0 ARGELIA RODRIGUEZ PRESIDENT/CEO 247169 0 64177 0 0 0 20725 0 10707 0 342778 0 0 0 LD ROSS JR VICE PRESIDENT PROGRAMS 148952 0 14781 0 0 0 4612 0 826 0 169171 0 0 0 PART I, LINE 7 DURING THE YEAR ENDED DECEMBER 31, 2018, ARGELIA RODRIGUEZ, PRESIDENT/CEO, RECEIVED A BONUS OF $64,177 AND LD ROSS, JR., VICE PRESIDENT OF PROGRAMS, RECEIVED A BONUS OF $14,781. FORM 990, PART VI, SECTION A, LINE 2 KATHERINE BRADLEY, WHO SERVES AS A DIRECTOR ON THE BOARD OF DIRECTORS, IS THE SPOUSE OF DAVID BRADLEY, WHO ALSO SERVES AS A DIRECTOR ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 3 DURING THE TAX YEAR, DC-CAP OUTSOURCED THE VICE PRESIDENT OF FINANCE POSITION TO AN OUTSIDE CONSULTING FIRM, MARCUM LLP. THE OUTSOURCED MANAGERIAL DUTIES INCLUDED PLANNING OF THE ORGANIZATION'S BUDGET, ALONG WITH OTHER ADMINISTRATIVE FINANCE FUNCTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE TAX DEPARTMENT AT MARCUM LLP PREPARES THE DRAFT FORM 990 BASED UPON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION REQUESTS PRESENTED TO MANAGEMENT. UPON RECEIPT OF THE DRAFT, SENIOR MANAGEMENT AT DC-CAP REVIEWS THE DOCUMENT FOR ACCURACY. THE TREASURER OF THE BOARD OF DIRECTORS THEN REVIEWS THE DRAFT FORM 990. ONCE FINAL APPROVAL IS GIVEN, THE TAX ACCOUNTANTS ISSUE THE FINAL RETURN FOR MANAGEMENT'S SIGNATURE AND PROVIDE A COPY TO THE BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE IS PROVIDED WITH THE POLICY DURING THEIR ORIENTATION AND IT IS SUBSEQUENTLY REVIEWED ANNUALLY. THE CHIEF OPERATING OFFICER IS RESPONSIBLE FOR MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IN ADDITION, POTENTIAL VENDORS ARE VETTED TO ENSURE THAT NO CONFLICT OF INTEREST EXISTS. IF NO CONFLICT OF INTEREST EXISTS, THE VENDOR IS ADDED TO A LIST OF APPROVED VENDORS WITH WHICH DC-CAP CAN CONDUCT BUSINESS. FURTHERMORE, THE MANAGEMENT AT DC-CAP MONITORS ITS OPERATIONS FROM TIME TO TIME TO ENSURE THAT THERE ARE NO UNDISCLOSED CONFLICTS OF INTEREST IN RELATION TO BOARD MEMBERS AND THEIR ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT/CEO AND VP, PROGRAMS' TOTAL COMPENSATION PACKAGE IS DETERMINED BY RESEARCH AND STUDY SOUGHT FROM AN EXTERNAL EXECUTIVE COMPENSATION FIRM ENGAGED EVERY 3 YEARS TO PROVIDE COMPENSATION, INCENTIVE, AND BENEFIT DATA. THE DATA IS SHARED WITH AN AD-HOC EXECUTIVE COMPENSATION COMMITTEE MADE UP OF BOARD MEMBERS. THE COMPENSATION AMOUNTS ARE DETERMINED BASED ON COMPARABLE COMPENSATION PACKAGES FOR PRESIDENTS AND CEOS OF SIMILAR ORGANIZATIONS IN BOTH SIZE AND SCOPE. RECOMMENDATIONS BY THE CONSULTANT ARE CONSIDERED AND A DECISION IS MADE BY THE AD-HOC COMMITTEE. THE CHAIRMAN OF THE BOARD OF DIRECTORS THEN PRESENTS AND/OR NEGOTIATES THE PACKAGE WITH THE PRESIDENT/CEO AND VP, PROGRAMS. THE MOST RECENT COMPENSATION STUDY WAS IMPLEMENTED IN AUGUST 2019. FORM 990, PART VI, SECTION C, LINE 19 DC-CAP MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FEDERAL FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.