2017-08-02T09:25:41-05:00 2016-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2016-01-01 411750692 Thurgood Marshall College Fund THUR 2025074851 901 F Street NW No 300 Washington DC 20004 Johnny C Taylor Jr President & CEO 2025074851 2017-08-02 1 Lori A Collingsworth P00639819 7038930300 2017-08-01 72.214.41.82 2017-08-02 10:24:55 ED P 539A6A236E8C35E9CB3BF805290DF5953BA1CD00 539A6A236E8C35E9CB3BF805290DF5953BA1CD00 2016 2021-01-29 14:40:06Z Johnny C Taylor Jr 901 F Street NW No 300 Washington DC 20004 23039681 0 X www.tmcf.org X 1993 DE Providing leadership development, scholarships, and advocacy to prepare new leaders. 31 31 207 14 0 0 18164542 16882396 332378 347670 184113 79997 216999 195208 18898032 17505271 7677349 3621201 0 0 5416713 7597873 0 0 642487 4537487 6673699 17631549 17892773 1266483 -387502 14113142 13418158 4580339 4002976 9532803 9415182 X The mission of the Thurgood Marshall College Fund is three-fold: Partner with our member-schools to increase access, retention and graduation rates of students attending their schools, identify and prepare students attending member-schools who have significant leadership potential, and create a pipeline for employers of highly qualified member-schools, students and alumni. 1 0 3859811 3621201 Scholarships and grants: The Scholarship Program provides merit-based scholarships to students seeking financial assistance to complete their education. TMCF scholarships are awarded annually to students meeting the TMCF eligibility criteria. Awards are made each semester based on a verification process designed to ensure that students are meeting high expectations and have an unmet financial need.The TMCF Internship Program is managed by the talent acquisition division and seeks students who attend member-schools and maintain a minimum GPA of 3.0. Members of the division serve as liaisons and provide support to students throughout the internship program. See Schedule O for continuation 10026345 226170 Leadership training and seminars: The Teacher Quality and Retention Program (TQRP) was designed to help teachers enhance the learning experience of students. Now, more than ever, our students need qualified teachers who can help them overcome challenging school environments and achieve academic and personal success. Historically Black Colleges and Universities (HBCU's) graduate more minority teachers than any other source.TQRP provides a one-week summer institute designed to give education majors experience in the application of educational theories and practices. See Schedule O for continuation 179893 121500 TM2 Search: TM2 Education Search provides retained search and leadership development services designed to help build and develop sustainable leadership and boards. Specifically, our searches focus on the following positions: Board of Trustees, Presidents & Chancellors, Provosts, Deans, and the Executive Level of institutions in the Black College Community. 14066049 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 X 133 0 1 207 1 0 0 0 0 0 1 1 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AZ CA NY X Nias White Vice President of Finance & Administration 2025074851 901 F Street NW No 300 Washington DC 20004 Jim Clifton Chair 1.00 X X 0 0 0 Dr N Joyce Payne Director 1.00 X 0 0 0 Claire Babineaux-Fontenot Director 1.00 X 0 0 0 Gary Bettman Director 1.00 X 0 0 0 Samuel Boyd Director 1.00 X 0 0 0 Theodore Colbert Director 1.00 X 0 0 0 Virgis Colbert Director 1.00 X 0 0 0 Robert Engel Director 1.00 X 0 0 0 Lt General Arthur Gregg Director 1.00 X 0 0 0 Craig Griffith Director 1.00 X 0 0 0 Marc Howze Director 1.00 X 0 0 0 Naomi Hudson Director 1.00 X 0 0 0 Francis Idehen Jr Director 1.00 X 0 0 0 Arthur Jackson Director 1.00 X 0 0 0 Daphne Jones Director 1.00 X 0 0 0 Gregory Jones Director 1.00 X 0 0 0 Curt Kolcun Director 1.00 X 0 0 0 Ronald Mason Jr Director 1.00 X 0 0 0 Charles Merinoff Director 1.00 X 0 0 0 Michelle Nettles Director 1.00 X 0 0 0 Raquel Oden Director 1.00 X 0 0 0 Michael Sherman Director 1.00 X 0 0 0 Neil Simmons Director 1.00 X 0 0 0 David Stern Director 1.00 X 0 0 0 Dmitri Stockton Director 1.00 X 0 0 0 Paul Sweeney Jr Director 1.00 X 0 0 0 Betty Thompson Director 1.00 X 0 0 0 Kevin Walling Director 1.00 X 0 0 0 Larry Waters Director 1.00 X 0 0 0 Harry Williams Director 1.00 X 0 0 0 Steven Wolfe Pereira Director 1.00 X 0 0 0 Johnny C Taylor Jr President & CEO 40.00 X 730000 0 21775 Jennifer Wider Vice President of Strategic Innovation 40.00 X 151499 0 12784 Kathy C Harris Chief of Staff 40.00 X 148923 0 7514 Omnias White Vice President of Finance 40.00 X 134000 0 12759 Jamaal Bailey Vice President of Marketing 40.00 X 173000 0 10530 Michael Scott Lilly Vice President of Programs 40.00 X 178000 0 23120 Brad Gebert Chief Technology Officer 40.00 X 146000 0 23120 George Spencer Vice President of Revenue 40.00 X 123000 0 21313 Edith Bartley Vice President Government Affairs 40.00 X 122364 0 18981 1906786 0 151896 9 0 1 0 Podesta Group PO Box 7353 McLean VA 22106 Public Relations 160583 Stephney Riley Thomas 4130 Donalbain Drive Spring TX 77373 Event, Project, Travel Management 147500 Coppin State University 2500 West North Avenue Baltimore MD 21216 Educational Programming/Facilities 116416 3 151923 55815 1714438 5375262 9584958 30211 16882396 Contract revenue 900099 187670 187670 Registration fees 900099 160000 160000 347670 130846 130846 84978 0 84978 84978 84978 5133655 5184504 -50849 -50849 -50849 308674 1714438 349906 -41232 -41232 Rebates, refunds, reimbursements 900099 151462 151462 151462 17505271 347670 0 275205 268500 268500 3352701 3352701 1603903 1110288 396735 96880 5040634 3489337 1246828 304469 38134 26398 9432 2304 850880 589015 210470 51395 64322 44527 15910 3885 33528 33528 29289 29289 1334442 1108902 134784 90756 171464 164361 1568 5535 324271 166460 110369 47442 514568 373986 137106 3476 532736 1196 531540 3142168 3027049 93578 21541 322540 271619 42850 8071 57889 57889 27781 27781 52218 52218 Dues and subscriptions 115400 71710 36957 6733 Employee recruitment 15405 15405 17892773 14066049 3184237 642487 596797 606604 2763415 1977305 3884615 9004209 66993 71500 600000 400000 14231 18738 869264 799629 90234 69635 5806274 1024377 242220 242572 48363 3218 14113142 13418158 694376 797441 2565592 1979001 1161203 1121090 159168 105444 4580339 4002976 X -2842497 -3023224 12125300 12188406 250000 250000 9532803 9415182 14113142 13418158 -387502 269881 0 X X 0 1 X 1 1 1 X 9516944 19059834 12693877 18164542 16882396 76317593 9516944 19059834 12693877 18164542 16882396 76317593 23098647 53218946 168586 175255 184168 312390 215824 1056223 77373816 4256982 0.68780 0.62620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 250000 250000 250000 250000 250000 250000 250000 819 819 250000 250000 442 442 250000 0.00000 1.00000 0.00000 0 0 51536 39307 12229 507222 449816 57406 310506 310506 0 69635 Deferred rent 105444 105444 X 20056134 269881 1930458 350876 2551215 17504919 352 352 17505271 20173755 1930458 350524 2280982 17892773 0 17892773 Part V, Line 4: TMCF's endowment funds are intended to be used for future scholarships. Part X, Line 2: The Organization performed an evaluation of uncertain tax positions for the years ended December 31, 2016 and 2015, and determined that there were no matters that would require recognition in the consolidated financial statements or that may have any effect on its tax-exempt status. Part XI, Line 2d - Other Adjustments: Special event expenses 349,906. OFC consolidated income 970. Part XI, Line 4b - Other Adjustments: Net gain from investment in subsidiary included in unrealized gains 352. Part XII, Line 2d - Other Adjustments: Special event expenses 349,906. OFC consolidated expenses 618. Annual Dinner 1875362 1601138 274224 9276 278756 42500 NJ Awards of Excellence (AOE) 147750 113300 34450 19374 2023112 1714438 308674 9276 298130 42500 349906 -41232 1 Albany State 504 College Drive Albany GA 31705 646000013 501(c)(3) or 115 10000 0 N/A N/A Research Grant Bowie State University 4000 Jericho Park Rd Bowie MD 20715 526002033 501(c)(3) or 115 50000 0 N/A N/A Research Grant Morgan State University 1700 E Cold Spring Lane Baltimore MD 21251 526002033 501(c)(3) or 115 50000 0 N/A N/A Research Grant North Carolina A&T State University 1601 E Market Street Greensboro NC 27411 566000756 501(c)(3) or 115 50000 0 N/A N/A Research Grant Southern University and A&M College 801 Harding Boulevard Baton Rouge LA 70813 726000817 501(c)(3) or 115 50000 0 N/A N/A Research Grant Spelman College 350 Spelman Lane SW Box 616 Atlanta GA 30314 580566243 501(c)(3) or 115 50000 0 N/A N/A Research Grant 6 0 Scholarships and Awards 740 3352701 0 N/A N/A Part I, Line 2: Scholarships are awarded per semester based on available funding. Thurgood Marshall College Fund Scholarships are not awarded directly to students. Scholarships are awarded to the student via the member college or university to which the student has been accepted. Students interested in applying for a TMCF scholarship must meet the following criteria: A citizen of the United States, full-time student pursuing a degree in any discipline at one of the TMCF "member schools", and demonstrate commitment to academic excellence. Part II, line 1, Column (h): Research Grants- TMCF partners with government agencies and companies to offer capacity building support and funding for researchers at member-schools and elsewhere, to support research that is of mutual interest to donors and the research community. The primary function of research and development support is to discover and attain cutting-edge knowledge about scientific and technological topics for the purpose of uncovering and enabling development of valuable new products, processes and services at our member-schools. X 0 0 X X X X 0 0 0 0 0 0 0 1 0 Johnny C Taylor Jr President & CEO 400000 0 250000 0 80000 0 9000 0 12775 0 751775 0 0 0 Jennifer Wider Vice President of Strategic Innovati 126499 0 25000 0 0 0 6060 0 6724 0 164283 0 0 0 Kathy C Harris Chief of Staff 148923 0 0 0 0 0 3007 0 4507 0 156437 0 0 0 Jamaal Bailey Vice President of Marketing 147000 0 26000 0 0 0 1013 0 9517 0 183530 0 0 0 Michael Scott Lilly Vice President of Programs 150000 0 28000 0 0 0 9000 0 14120 0 201120 0 0 0 Brad Gebert Chief Technology Officer 126000 0 20000 0 0 0 9000 0 14120 0 169120 0 0 0 Part I, Line 1a A housing allowance is part of the President/CEO compensation package. Part I, Line 1b The housing allowance is included in Form W-2 taxable compensation. Part I, Line 7 Bonuses received by all officers are discretionary and determined based upon performance. X 1 30211 Fair Market Value 0 0 0 Form 990, Part III, line 2 TM2 Education Search: Purpose is to identify, match and support the unique leadership needs of the Black College Community and build sustainable institutions by identifying and supporting creative and competent leadership. Form 990, Part III, Line 4a, Scholarships and grants (continuation): The identification process is implemented by pre-screening students for geographic preferences, career objectives, and matching TMCF's partners' needs. Qualified applicants demonstrate personal effectiveness competencies such as active listening skills, presentation skills, professionalism, dependability and reliability, interpersonal skills and self-awareness in order to model the behavior of a student for whom the talent acquisition division determines is the best recruit. Form 990, Part III, Line 4b, Leadership training and seminars (continuation): This training will equip future teachers with the skills they need to successfully enter high-need schools in urban and rural communities. Selected science, technology, engineering, and math (STEM) majors will take part in a two-week fellowship designed to expose those considering a career education to the latest theories and practices associated with exemplary science and mathematics instruction. Part V, Lines 2a & b, Part VII, Part IX Compensation & Benefits Reporting: TMCF has a professional employer organization (PEO) arrangement with Insperity. Insperity files all required federal employment tax returns. Form 990, Part VI, Section B, line 11b The Federal form 990 is prepared by an independent public accounting firm. The draft form 990 is initially reviewed by the Audit Committee and is made available to the entire Board of Directors before filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c TMCF's reputation for integrity is its most valuable asset and is directly related to the conduct of its Board of Directors, officers, and other employees. Therefore, employees must never use their positions with TMCF, or any of its clients, for private gain, to advance personal interests, or to obtain favors or benefits for themselves, members of their families or any other individuals, corporations or business entities. TMCF adheres to the highest legal and ethical standards applicable in our business. TMCF's business is conducted in strict observance of both the letter and spirit of all applicable laws and the integrity of each employee is of utmost importance. Employees of TMCF shall conduct their personal affairs such that their duties and responsibilities to TMCF are not jeopardized and/or legal questions do not arise with respect to their association or work with TMCF. Form 990, Part VI, Section B, line 15 TMCF uses independent board approval, comparability data, and contemporaneous substantiation of the deliberation and decision when determining compensation of the top management officials as well as key employees. Form 990, Part VI, Section C, line 19 TMCF makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XII, Line 2c: TMCF's Audit Committee is responsible for oversight of the audit, including selection of the independent accountant. The process is consistent with previous years. TM2 Search LLC 901 F Street NW Suite 300 Washington DC 20004 364827319 Education search/ leadership development services DE 121500 86885 Thurgood Marshall College Fund Opportunity Funding Corporation Inc 901 F Street NW Suite 300 Washington DC 20004 521429761 Business plan funding DC Thurgood Marshall College Fund Inc C 970 242940 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0