2016-10-26T13:32:43-05:00 2015-12-31 132781641 MITCHELL & TITUS LLP ONE BATTERY PARK PLAZA NEW YORK NY 10004 990 2015-01-01 521160561 CONGRESSIONAL BLACK CAUCUS FOUNDATION INC CONG 2022632800 1720 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 A'JEANETTE S WASHINGTON PRESIDENT AND CEO 2022632800 2016-10-26 1 Frederick E Davis Jr P00446023 2127094500 2015 2017-02-10 21:41:12Z A'JEANETTE S WASHINGTON 1720 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 9922486 0 X WWW.CBCFINC.ORG X 1976 DC TO ADVANCE THE BLACK COMMUNITY BY DEVELOPING LEADERS, INFORMING POLICY, & EDUCATING THE PUBLIC. 32 32 49 373 0 0 5529988 6329185 283490 157885 21535 18282 362019 7143 6197032 6512495 1375423 1328839 0 0 2209243 2836589 44323 48078 537623 2660175 3095682 6289164 7309188 -92132 -796693 11510145 10597230 552700 436478 10957445 10160752 X THE CONGRESSIONAL BLACK CAUCUS FOUNDATION, INC. (CBCF) IS A NONPROFIT, NONPARTISAN PUBLIC POLICY, RESEARCH AND EDUCATIONAL INSTITUTE THAT AIMS TO HELP IMPROVE THE SOCIOECONOMIC CIRCUMSTANCES OF AFRICAN AMERICANS AND OTHER UNDERSERVED COMMUNITIES. FOUNDED IN 1976 AND BASED IN WASHINGTON, D.C., CBCF ENVISIONS A WORLD IN WHICH THE BLACK COMMUNITY IS FREE OF ALL DISPARITIES AND ABLE TO CONTRIBUTE FULLY TO ADVANCING THE COMMON GOOD. ITS MISSION IS TO ADVANCE THE GLOBAL BLACK COMMUNITY BY DEVELOPING LEADERS, INFORMING POLICY AND EDUCATING THE PUBLIC. IT IS ACHIEVING THAT MISSION BY: FACILITATING THE EXCHANGE OF IDEAS AND INFORMATION TO ADDRESS CRITICAL ISSUES AFFECTING OUR COMMUNITIES; DEVELOPING STRATEGIC RESEARCH AND HISTORICAL RESOURCES FOR THE PUBLIC; PROVIDING LEADERSHIP DEVELOPMENT AND SCHOLARSHIP OPPORTUNITIES; DEVELOPING EFFECTIVE PROGRAMS AND RESEARCH TO ADDRESS SOCIAL, ECONOMIC AND HEALTH DISPARITIES. 0 0 4648062 1328839 157885 LEADERSHIP INSTITUTE: THE CONGRESSIONAL BLACK CAUCUS FOUNDATION, INCORPORATED (CBCF) LEADERSHIP INSTITUTE OFFERS FELLOWSHIP, INTERNSHIP AND SCHOLARSHIP OPPORTUNITIES TO AFRICAN-AMERICAN STUDENTS AND YOUNG PROFESSIONALS WHO ARE INTERESTED IN GAINING FIRST-HAND EXPERIENCE IN PUBLIC POLICYMAKING AND ARE COMMITTED TO ADDRESSING SOCIAL INEQUITIES AMONG UNDERSERVED GROUPS. FELLOWSHIPS ARE TWO-YEAR POLICY TRAINING AND LEADERSHIP DEVELOPMENT PROGRAMS FOR EARLY-CAREER PROFESSIONALS WHO HAVE EARNED A GRADUATE DEGREE. INTERNSHIPS OFFER POLICY EXPOSURE AND LEADERSHIP EXPERIENCE TO UNDERGRADUATES AND RECENT COLLEGE GRADUATES DURING THE SPRING, SUMMER OR FALL. SCHOLARSHIPS IN SCIENCE, HEALTH, EDUCATION, BUSINESS, VISUAL AND PERFORMING ARTS AND OTHER FIELDS HELP TO SUPPORT THE ACADEMIC ASPIRATIONS OF BLACK STUDENTS AND INCREASE MINORITY PARTICIPATION IN A WIDE RANGE OF CAREER SECTORS, ESPECIALLY IN THOSE UNDERREPRESENTED BY MINORITIES. CBCF LAUNCHED THE EMERGING LEADERS: US-CHINA STUDY DELEGATION IN 2014. THIS PROGRAM IS A STUDY ABROAD PROGRAM DESIGNED TO PROVIDE AFRICAN-AMERICAN STUDENTS PURSUING CAREERS IN STEM, BUSINESS AND TRADE WITH THE OPPORTUNITY TO EXPERIENCE CHINESE CULTURE AND LEARN MANDARIN DURING A TWO-WEEK VISIT TO CHINA. IN 2015, 40 STUDENTS PARTICIPATED IN THE EMERGING LEADERS: US CHINA STUDY DELEGATION. 254513 AVOICE: WITH THE SWEARING IN OF A HISTORIC 46-MEMBER CBC DURING THE 114TH CONGRESS, AVOICE CONTINUED KEEPING THE RECORDS OF AFRICAN-AMERICAN LEGISLATIVE ACHIEVEMENT ON THE FOREFRONT. DURING FEBRUARY, AVOICE HOSTED THE CBCF AVOICE HERITAGE CELEBRATION. THE WEBSITE REMAINS A TOP DESTINATION FOR INFORMATION AND EDUCATION RESOURCES. THE WEB METRICS FOR FEBRUARY 2015 SHOWED AN INCREASE OF 25% OVER LAST YEAR DUE TO STEADY EFFORTS IN 2014 TO INCREASE VIEWERSHIP AND OUTREACH OPPORTUNITIES. THE AVOICE VIRTUAL LIBRARY PROJECT UPDATED AND GATHERED MATERIALS FOR ITS NINE EXISTING EXHIBITS; A CRITICAL COMPONENT OF ADDING NEWLY DISCOVERED AND DIGITIZED MATERIALS TO THE EXHIBITS TO INCREASE THE COLLECTION AND EXTEND THE AWARENESS OF AFRICAN-AMERICAN LEGISLATIVE HISTORY. AVOICE IN ACTION WILL BE INTERVIEWING REP. SHEILA JACKSON LEE (TX) TO DISCUSS, DOCUMENT, AND PRESERVE THE WORK SHE HAS BEEN DOING SINCE HER ELECTION TO OFFICE IN 1995. CPAR ALSO ARRANGES FOR THE CBCF INTERNS TO SIT IN THE AUDIENCE TO HEAR FIRST-HAND FROM A BLACK MEMBER OF CONGRESS, WHICH HAS THE ADDED BENEFIT OF PROVIDING AN EXCLUSIVE AND UNFORGETTABLE LEARNING OPPORTUNITY FOR THEM. THE AVOICE WEBSITE REMAINS A TOP DESTINATION FOR INFORMATION AND EDUCATION RESOURCES; TOP DOWNLOADS INCLUDE VOTING RIGHTS AND THE REP. SHIRLEY CHISHOLM BOOKLET. ADDITIONALLY, THE NEWEST EXHIBIT ON FAIR HOUSING HAS GARNERED INCREASED TRAFFIC TO THE SITE. THE WEB SITE CONTINUES TO REACH A GLOBAL AUDIENCE. FINALLY, AVOICE IS IN THE PLANNING STAGES FOR THE 45TH ANNUAL LEGISLATIVE CONFERENCE. THE STUDENT WORKSHOP WILL INVITE 30 STUDENTS FROM THE REGION TO ATTEND A FULL DAY WORKSHOP WHERE THEY WILL LEARN ABOUT KEY LEGISLATION AND THE ROLE AND IMPACT OF THE CBC. IN ADDITION, THE AVOICE TEAM WILL WORK ON PRODUCING TWO NEW LESSON PLANS TO COMPLEMENT EXISTING EXHIBITS. 157450 EXECUTIVE ECONOMIC SUMMIT ENTITLED, "MAPPING MINORITY ACCESS TO CAPITAL," WAS HELD ON NOVEMBER 16, 2015 AT THE HARVARD CLUB IN NEW YORK CITY. THE PURPOSE OF THIS SUMMIT WAS TO DISCUSS STRATEGIES AND OPPORTUNITIES FOR EXPANDING CAPITAL ACCESS FOR MINORITIES AND FOSTERING ORGANIC PARTNERSHIPS IN THE FINANCIAL SERVICES AND TECHNOLOGY SECTOR IN ORDER TO PROMOTE CAPITAL ACCESS, ENTREPRENEURSHIP, AND LARGE SCALE INVESTMENTS IN MINORITY-OWNED TECH BUSINESSES. THE DAY LONG SUMMIT WAS COMPLETE WITH MORNING REMARKS, A KEYNOTE LUNCHEON AND DINNER SPEAKER, AND THREE PANELS FOCUSED ON FEDERAL AND STATE POLICYMAKING PROMOTING MINORITY ACCESS TO CAPITAL, CHALLENGES AND OPPORTUNITIES IN THE FINANCIAL SERVICES SECTOR, AND BANKING, INVESTMENTS, AND ASSET MANAGEMENT. 898095 ACT AGAINST AIDS INITIATIVES, CHILD WELFARE, BRAINTRUST, SWEARING IN AND PROGRAM SUPPORTS 898095 5958120 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 277 0 1 49 1 0 0 0 0 0 1 1 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 1 0 DC MD X THE ORGANIZATION 2022632800 1720 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 MS PAMELA G ALEXANDER BOARD MEMBER 1.00 X 0 0 0 MR VICTOR ANGER BOARD MEMBER 1.00 X 0 0 0 MR GEORGE R BURRELL BOARD MEMBER 1.00 X 0 0 0 Ms LORI BILLINGSLEY BOARD MEMBER 1.00 X 0 0 0 MR KEVIN BROWN SECRETARY 1.00 X X 0 0 0 MR CHAKA BURGESS EX-OFFICIO 1.00 X 0 0 0 REP GK BUTTEFIELD EX-OFFICIO 1.00 X 0 0 0 REP ANDRE CARSON BOARD MEMBER 1.00 X 0 0 0 MR ANTHONY P CARTER BOARD MEMBER 1.00 X 0 0 0 MR KENNETH ALLEN CHARLES BOARD MEMBER 1.00 X 0 0 0 DEL DONNA M CHRISTENSEN BOARD MEMBER 1.00 X 0 0 0 REP EMANUEL CLEAVER II BOARD MEMBER 1.00 X 0 0 0 MR JAMES H COLON BOARD MEMBER 1.00 X 0 0 0 REP ELIJAH CUMMINGS BOARD MEMBER 1.00 X 0 0 0 REP KEITH ELLISON BOARD MEMBER 1.00 X 0 0 0 REP CHAKA FATTAH BOARD MEMBER 1.00 X X 0 0 0 MS DENISE JAMES GATLING BOARD MEMBER 1.00 X 0 0 0 MR HILL HARPER BOARD MEMBER 1.00 X 0 0 0 MS CATHERINE HUGHES BOARD MEMBER 1.00 X 0 0 0 REP HANK JOHNSON BOARD MEMBER 1.00 X 0 0 0 MR LONNIE L JOHNSON BOARD MEMBER 1.00 X 0 0 0 MR EARLE JONES BOARD MEMBER 1.00 X 0 0 0 MS INGRID SAUNDERS JONES BOARD MEMBER 1.00 X 0 0 0 MS VIVIENNE C LaBORDE BOARD MEMBER 1.00 X 0 0 0 Ms DeDe LEA BOARD MEMBER 1.00 X 0 0 0 REP SHEILA JACKSON LEE BOARD MEMBER 1.00 X 0 0 0 JUDGE GREG MATHIS BOARD MEMBER 1.00 X 0 0 0 REP GWEN MOORE BOARD MEMBER 1.00 X 0 0 0 DR TROY L NASH BOARD MEMBER 1.00 X 0 0 0 MR R DONAHUE PEEBLES CHAIR 1.00 X X 0 0 0 REP TERRI SEWELL BOARD MEMBER 1.00 X 0 0 0 MR JOHN THOMPSON BOARD MEMBER 1.00 X 0 0 0 Mr EMMETT VAUGHEN BOARD MEMBER 1.00 X 0 0 0 MR KEVIN WASHINGTON BOARD MEMBER 1.00 X 0 0 0 MRS TONYA VEASEY EX-OFFICIO 1.00 X 0 0 0 MS A SHUANISE WASHINGTON PRESIDENT AND CEO 40.00 X X 279470 0 279470 MS KRISA HAGGINS VP EXTERNAL AFFAIRS 40.00 X 134406 0 134406 MR SAMUEL RODRIGUEZ SR DIRECTOR, FINANCE & ADM 40.00 X 154989 0 154989 MS TASHA COLE VP RESOURCE DEVELOPMENT 40.00 X 133474 0 133474 MS SHARON HOLLOWAY SR DIRECTOR, HUMAN RESOURCE DEVELOPMENT 40.00 X 142762 0 142762 MS MENNA DEMISSIE VP Policy Analysis and Research 40.00 X 113933 0 113933 MS SHIRTA D HERNANDEZ VP COMMUNICATIONS & MARKETing 40.00 X 141556 0 141556 1100590 0 1100590 7 0 1 0 CENTERPLATE 801 MOUNT VERNON PLACE WASHINGTON DC 20001 CONFERENCE PRODUCTION 763568 HARGROVE INC NUMBER ONE HARGROVE DRIVE LANHAM MD 20706 GENERAL CONTRACTOR 380210 GLP INC 427 3RD STREET NE WASHINGTON DC 20002 CONFERENCE PRODUCTION 251176 WASHINGTON INTERN STUDENT HOUSING 307 MASSACHUSETTS AVENUE NE WASHINGTON DC 20002 HOUSING FOR INTERNS 233080 PROJECTION PRESENTATION TECHNOLOGY 801 MOUNT VERNON PLACE WASHINGTON DC 20001 CONFERENCE PRODUCTION 208303 16 2763772 3565413 122707 6329185 QUALIFIED TRADE SHOW EXHIBITION R 900099 157885 157885 157885 18282 18282 3409991 2763772 3409991 0 ,MISCELLANEOUS INCOME 900099 7143 7143 7143 6512495 0 0 183310 1328839 1328839 1100589 793620 118778 188191 1336175 1083109 80160 172906 34454 16150 17929 375 158749 64836 58548 35365 206622 120663 60184 25775 58018 1538 56480 42055 42055 48078 48078 447509 437277 6232 4000 318407 316307 2100 382772 241536 124157 17079 239718 92935 123258 23525 331903 315674 11795 4434 1072704 1067378 4352 974 155429 52966 88488 13975 32069 10471 18652 2946 ALL OTHER EXPENSES 15098 14821 277 7309188 5958120 813445 537623 4485295 3358231 3952635 3825090 375653 761348 188146 167810 5515548 3030797 2508416 2484751 11510145 10597230 515400 398769 37300 37709 552700 436478 X 8944114 7909164 2013331 2251588 10957445 10160752 11510145 10597230 -796693 0 X 0 1 X 1 0 X 3326338 6196257 5452655 5529988 6329185 26834423 3326338 6196257 5452655 5529988 6329185 26834423 26834423 47015 19292 28883 21535 18282 135007 26969430 441375 0.99500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 277794 277794 3681091 1663878 2017213 658866 641840 17026 897797 725079 172718 2484751 X 6807939 295444 295444 6512495 0 6512495 7604632 295444 295444 7309188 0 7309188 Part X, Line 2: MANAGEMENT ANALYZED THE TAX POSITIONS TAKEN BY CBCF AND CONCLUDED THAT AS OF DECEMBER 31, 2015, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN OR ARE EXPECTED TO BE TAKEN. ACCORDINGLY, NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS HAVE BEEN ACCRUED IN THE ACCOMPANYING FINANCIAL STATEMENTS. X X X X X X X 1 Angerhoizer Broz Consulting 499 South Capitol Street SW SUITE WASHINGTON DC 20003 FUNDRAISING SERVICES 0 360860 48078 312782 360860 48078 312782 MD DC VA ANNUAL MEETING 5441478 2255197 3186281 101009 41600 777946 69200 2196525 SCHOLAR CLASSIC 732285 508575 223710 31386 53166 10000 129159 6173763 2763772 3409991 132395 41600 831112 79200 2325684 3409991 0 1 SCHOLARSHIPS 328 631296 STIPENDS 91 336200 HOUSING 91 358743 FMV TEMPORARY LODGING TUITION 1 2600 fmv TUITION CREDITS Part I, Line 2: STUDENTS APPLY ONLINE FOR THE INTERNSHIP PROGRAMS. AFTER THE DEADLINE, AN INTERNAL GROUP SCREENS APPLICATIONS TO DETERMINE ELIGIBILITY AND SUITABILITY. SEPARATE COMMITTEES THEN SELECT INTERNS AND CBCF IDENTIFIES APPROPRIATE PLACEMENT FOR EACH CONFIRMED INTERN. INTERNS RECEIVE A BI-WEEKLY STIPEND AND HOUSING DURING THEIR PROGRAM; SPRING SEMESTER INTERNS ALSO RECEIVE TUITION COVERAGE FOR CLASSES AT GEORGE WASHINGTON UNIVERSITY. STUDENTS APPLY ONLINE FOR THE SCHOLARSHIP PROGRAMS. AFTER THE DEADLINE, AN INTERNAL GROUP IDENTIFIES ELIGIBLE APPLICANTS AND SEPARATE COMMITTEES SELECT AWARD RECIPIENTS. RECIPIENTS ARE NOTIFIED AND CBCF BEGINS PROCESSING THEIR AWARD DISTRIBUTION FOR THE UPCOMING ACADEMIC YEAR. ONE-TIME DISBURSEMENTS ARE SENT TO SCHOOLS AND CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT BETWEEN THE MONTHS OF AUGUST AND NOVEMBER. DISBURSEMENTS DIVIDED BETWEEN TWO SEMESTERS IN THE ACADEMIC YEAR ARE DISBURSED BETWEEN AUGUST AND NOVEMBER AND THEN JANUARY AND FEBRUARY. X X 0 0 0 0 0 0 0 0 0 MS A SHUANISE WASHINGTON PRESIDENT AND CEO 238846 0 40000 0 624 0 0 0 0 0 279470 0 0 0 MR SAMUEL RODRIGUEZ SR DIRECTOR, FINANCE & ADM 137117 0 0 0 17872 0 0 0 0 0 154989 0 0 0 X FOOD & BEVERAGES 6 56781 FMV X CHOIR, TRAVEL FOOD 1 30000 FMV X GOLF BAGS & SHIRTS 1 19131 FMV X COSMETIC GIFT BAGS 1 14400 FMV X MEETING SPACE AND VENUE 2 2295 FMV X JEWELRY BOX 1 100 fmv 0 0 0 Form 990, Part VI, Section B, line 11 THE FORM 990 IS FIRST REVIEWED BY SENIOR DIRECTOR OF FINANCE & ADMINISTRATION AFTER WHICH IT IS SUBMITTED TO THE PRESIDENT/CEO FOR FINAL APPROVAL. A COMPLETE COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS IN ATTENDANCE AT THE BOARD MEETING HELD PRIOR TO FILING. Form 990, Part VI, Section B, line 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL OR KEY EMPLOYEES INCLUDES A REVIEW OF THE CANDIDATES QUALIFICATIONS, REFERENCES, AND CONDUCTED INTERVIEW BY AN INDEPENDENT PERSON WITH COMPENSATION DECISIONS BASED ON COMPARABILITY DATA, DELIBERATION AND DECISION MADE BY THE PERSONNEL COMMITTEE AND CBCF BOARD. Form 990, Part VI, Section C, line 19 EACH YEAR CBCF POST ITS ANNUAL REPORT ON ITS WEBSITE WHICH INCLUDES THE FINANCIAL STATEMENTS, FUNDING, DONORS CONTRIBUTION AND PROGRAM ACCOMPLISHMENTS