2025-05-14T10:03:23-05:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-07-01 522132835 DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM DIST 2027837933 1425 K STREET NW 200 WASHINGTON DC 20005 PINKIE DENT MAYFIELD PRESIDENT/CEO 2027837933 2025-05-05 1 1 FRANK H SMITH P00639053 2022274000 2025-05-05 2023 2025-03-06 01:10:19Z ERIC WALDO 1425 K STREET NW 200 WASHINGTON DC 20005 39487697 0 X WWW.DCCAP.ORG X 1998 DC TO ENCOURAGE AND ENABLE DISTRICT OF COLUMBIA STUDENTS TO ATTEND AND GRADUATE FROM COLLEGE. 24 24 43 24 0 0 2020186 3926598 0 0 -1454464 6964574 14578 40920 580300 10932092 6288637 6793801 0 0 3636749 4410711 211498 0 632173 2607180 3982263 12744064 15186775 -12163764 -4254683 73423063 73675569 2527256 2460844 70895807 71214725 X THE DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM'S (DC CAP'S) PRIMARY PURPOSE IS TO ENCOURAGE AND ENABLE DISTRICT OF COLUMBIA STUDENTS TO ATTEND AND GRADUATE COLLEGE. 0 0 6052504 4479738 PARTNERSHIPS: THE UNIVERSITY PARTNERSHIPS (UP) PROGRAM WAS DESIGNED AND IMPLEMENTED TO MATCH DC STUDENTS WITH UNIVERSITIES THAT COLLABORATE WITH DC CAP TO PAIR INTENSIVE SUPPORT (ACADEMIC, FINANCIAL, AND PERSONAL) WITH A COHORT COMMUNITY EXPERIENCE FROM ENTRY THROUGH GRADUATION. LAUNCHED IN 2019 WITH A SINGLE UNIVERSITY PARTNER, THE UP PROGRAM WAS INFORMED BY EVIDENCE FROM NOTABLE COLLEGE SUCCESS ORGANIZATIONS. NOW ENTERING THE SIXTH YEAR OF THE PROGRAM, DC CAP PARTNERS WITH 13 HIGH-PERFORMING, FOUR-YEAR INSTITUTIONS THAT SHARE DC CAP'S COMMITMENT TO INCREASING ENROLLMENT AND GRADUATION RATES FOR DC STUDENTS. WITHIN THE PROGRAM, UNIVERSITIES COLLABORATE WITH DC CAP TO RECRUIT AND SELECT SCHOLAR COHORTS, PROVIDE YEAR-ROUND, HIGH-INTENSITY RETENTION SUPPORT AND ACADEMIC SERVICES, AND PROVIDE FINANCIAL SUPPORT NECESSARY TO ENSURE DC STUDENTS PERSIST AND EARN THEIR DEGREES WITH LITTLE TO NO DEBT. DC CAP MATCHES SCHOLARS WITH PARTNER INSTITUTIONS AND COMPOUNDS FUNDING FROM DC CAP SCHOLARSHIPS, ADDITIONAL INSTITUTIONAL SCHOLARSHIPS, FEDERAL PELL GRANTS, AND DC TUITION ASSISTANCE GRANTS (DC TAG) TO OFFSET EDUCATIONAL COSTS. ONCE SCHOLARS MATCH WITH INSTITUTIONS, THE UP PROGRAM REQUIRES SUBSTANTIAL INVESTMENT FROM BOTH SCHOLARS AND THEIR INSTITUTIONS. DURING THE ACADEMIC YEAR, SCHOLARS MEET REGULARLY WITH THEIR DC CAP ADVISORS AND ENGAGE IN UNIVERSITY-LED ADVISING, COHORT MEETINGS, AND CAMPUS PROGRAMMING DESIGNED TO SUPPORT BOTH ACADEMIC SUCCESS AND SOCIO-EMOTIONAL WELL-BEING. SUCCESSFUL UNIVERSITY RELATIONSHIPS OFTEN INCLUDE FORMAL ENGAGEMENT FROM THE ADMISSIONS, FINANCIAL AID, AND HOUSING OFFICES, IN ADDITION TO STUDENT AFFAIRS AND EVEN THE UNIVERSITY PRESIDENT'S OFFICE.BY BUILDING AND MAINTAINING PARTNERSHIPS THAT ENSURE COLLABORATIVE, COMPREHENSIVE SUPPORT FOR SCHOLARS THROUGHOUT THE COLLEGE JOURNEY, THE UP PROGRAM CONNECTS INSTITUTIONS TO HIGH-ACHIEVING COHORTS OF SCHOLARS FROM ACROSS DC AND MAXIMIZES THE RETURN ON INVESTMENT FROM DC CAP SCHOLARSHIPS, INSTITUTIONAL AID, AND FEDERAL STUDENT AID. THE RESULT IS INCREASED POSTSECONDARY SUCCESS FOR DC STUDENTS, MANY OF WHOM WILL BE THE FIRST IN THEIR FAMILIES TO EARN A FOUR-YEAR DEGREE. 3754478 1562256 COUNSELING: THE DC CAP SCHOLARSHIPS PROGRAM IS DESIGNED TO REDUCE FINANCIAL BARRIERS TO COLLEGE FOR DC STUDENTS BY BRIDGING THE GAP BETWEEN FINANCIAL AID PACKAGES, FAMILY CONTRIBUTIONS, AND TUITION COSTS. SCHOLARSHIPS OF UP TO $4,000 PER YEAR ARE AWARDED BASED ON A COMBINATION OF DEMONSTRATED FINANCIAL NEED AND ACADEMIC MERIT AND ARE RENEWABLE FOR UP TO FIVE YEARS.DC CAP RENEWS SCHOLARSHIPS ANNUALLY, CONTINGENT ON STUDENTS MAINTAINING COLLEGE ENROLLMENT, FINANCIAL NEED, AND SATISFACTORY ACADEMIC PROGRESS. BY STRATEGICALLY INVESTING IN SCHOLARSHIPS AND ALIGNING RESOURCES WITH STUDENTS' NEEDS, THE PROGRAM SUPPORTS DC STUDENTS IN ACHIEVING POSTSECONDARY SUCCESS AND CONTRIBUTES TO INCREASED COLLEGE RETENTION AND GRADUATION RATES ACROSS THE CITY. 851988 707500 THE WARD 7 & 8 SCHOLARS PROGRAM PROVIDES TARGETED STUDENT SUPPORT SERVICES AND SCHOLARSHIP FUNDING TO INCREASE COLLEGE GRADUATION RATES AMONG HIGH SCHOOL GRADUATES FROM DC'S WARDS 7 AND 8. PARTICIPANTS ARE SELECTED BASED ON A COMBINATION OF FINANCIAL NEED AND ACADEMIC MERIT, ENSURING SUPPORT REACHES STUDENTS WHO STAND TO BENEFIT MOST.THE PROGRAM OFFERS ANNUAL SCHOLARSHIPS, RENEWABLE FOR UP TO FIVE YEARS, ALONG WITH TARGETED SUPPORT PROGRAMMING THAT ADDRESSES THE UNIQUE CHALLENGES FACED BY STUDENTS FROM THESE COMMUNITIES. STUDENTS RECEIVE GUIDANCE FROM DC CAP ADVISORS THROUGHOUT THEIR COLLEGE JOURNEY, WITH A FOCUS ON PERSISTENCE AND DEGREE COMPLETION. BY BRIDGING FINANCIAL GAPS AND PROVIDING ONGOING SUPPORT, THE WARD 7 & 8 SCHOLARS PROGRAM EMPOWERS STUDENTS TO ACHIEVE THEIR EDUCATIONAL GOALS AND CREATE A FOUNDATION FOR LONG-TERM SUCCESS. 195513 44307 GEAR UP: GAINING EARLY AWARENESS AND READINESS FOR UNDERGRADUATE PROGRAMS (GEAR UP) IS A DISCRETIONARY FEDERAL GRANT PROJECT, WHICH ENCOURAGES APPLICANTS TO PROVIDE SUPPORT AND MAINTAIN A COMMITMENT TO ELIGIBLE LOW-INCOME STUDENTS, INCLUDING STUDENTS WITH DISABILITIES, TO ASSIST THE STUDENTS IN OBTAINING A SECONDARY SCHOOL DIPLOMA AND PREPARING FOR AND SUCCEEDING IN POSTSECONDARY EDUCATION. DC CAP, IN PARTNERSHIP WITH THE OFFICE OF THE STATE SUPERINTENDENT OF EDUCATION, DC PUBLIC SCHOOLS, AND FRIENDSHIP PUBLIC CHARTER SCHOOLS, IS A SUBGRANTEE WHO DELIVERS THIS PROGRAM TO OVER 8 MIDDLE SCHOOLS IN WARDS 7 AND 8. GEAR UP PROVIDES A COMPREHENSIVE COLLECTION OF SERVICES, INCLUDING: MENTORING, COLLEGE AND CAREER PLANNING, SCHOLARSHIP AND FINANCIAL AID COUNSELING, AND SOCIAL EMOTIONAL LEARNING (SEL) SUPPORT. 195513 44307 10854483 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 43 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X X ERIC WALDO 2027837933 1425 K STREET NW 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 RONALD ABRAMSON BOARD MEMBER 1.00 X 0 0 0 JEREMY BLANK BOARD MEMBER 1.00 X 0 0 0 MURIEL BOWSER BOARD MEMBER 1.00 X 0 0 0 KATHERINE BRADLEY BOARD MEMBER 1.00 X 0 0 0 PATRICK BUTLER BOARD MEMBER 1.00 X 0 0 0 TED COLBERT BOARD MEMBER 1.00 X 0 0 0 TOM DAVIS BOARD MEMBER 1.00 X 0 0 0 JOE DEL GUERCIO BOARD MEMBER 1.00 X 0 0 0 MARK D EIN BOARD MEMBER 1.00 X 0 0 0 LEWIS D FEREBEE BOARD MEMBER 1.00 X 0 0 0 RAUL J FERNANDEZ BOARD MEMBER 1.00 X 0 0 0 ANDREW FLAGEL SECRETARY 1.00 X 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 DR ANTOINETTE MITCHELL 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 NIKKI REID BOARD MEMBER 1.00 X 0 0 0 TAMIKA L TREMAGLIO BOARD MEMBER 1.00 X 0 0 0 DAVID CANADA BOARD MEMBER 1.00 X 0 0 0 AMRY JUNAIDEEN BOARD MEMBER 1.00 X 0 0 0 ERIC WALDO PRESIDENT & CEO 40.00 X 281304 0 8066 TOSHA LEWIS HUGHES CHIEF OPERATING OFFICER 40.00 X 189488 0 12751 KYA DIXON CHIEF PROGRAM OFFICER 40.00 X 154263 0 12747 DARONNA JONES VP OF PROGRAMS 40.00 X 124400 0 12572 MATTHEW AVERY DIRECTOR OF PARTNERSHIPS 40.00 X 108616 0 3969 ADAM ELSHAZLI INTERIM DIRECTOR OF STEM 40.00 X 100556 0 7088 958627 0 57193 7 0 1 0 MARCUM LLP 10 MELVILLE PARK ROAD MELVILLE NY 11747 ACCOUNTING 379405 AMROD CONSULTING LLC 7507 SHADYWOOD ROAD BETHESDA MD 20817 CONSULTING 167405 2 3588 96256 3826754 3926598 1369592 1369592 34150587 28555605 5594982 5594982 5594982 SCHOLARSHIP REFUNDS 611710 40920 40920 40920 10932092 0 0 7005494 6793801 6793801 1015485 422990 311071 281424 2963129 2341356 467814 153959 44303 33431 9285 1587 89233 78558 10675 298561 208835 58000 31726 495447 495447 533939 533939 778134 169513 573010 35611 65571 14284 48286 3001 141158 30751 103947 6460 233022 50763 171595 10664 519189 400900 61159 57130 59511 43511 14995 1005 39566 28929 9969 668 10333 7969 1222 1142 60636 60636 G&A CONTRIBUTED SERVICE 791571 172440 582904 36227 DUES & SUBSCRIPTIONS 125169 27268 92173 5728 STAFF DEVELOPMENT 66323 14448 48840 3035 PROGRAM FEES & SUPPLIES 61316 13358 45152 2806 1378 1378 15186775 10854483 3700119 632173 285627 1418219 12126982 10729254 609212 2729913 174049 317606 145146 231739 618853 556812 27555 62041 57992018 56503376 2062474 1683421 73423063 73675569 217934 539862 2309322 1920982 2527256 2460844 X 52090646 50953614 18805161 20261111 70895807 71214725 73423063 73675569 X -4254683 4006331 791569 -224299 X X 0 1 X 1 0 X 1772589 2026716 1584964 2020186 3926598 11331053 1772589 2026716 1584964 2020186 3926598 11331053 5152259 6178794 743534 809447 2891838 1101171 1369592 6915582 2000 2175 14578 40920 59673 18306308 0.33750 0.36290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 2,000. 2021 AMOUNT: $ 2,175. 2022 AMOUNT: $ 14,578. 2023 AMOUNT: $ 40,920. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83714595 10970904 8717130 85968369 84100499 5744327 6130231 83714595 107637608 124000 -16375991 7285118 84100499 87534210 27501076 7397678 107637608 88968174 4421319 5855283 87534210 0.80110 0.09600 0.10290 0 0 618853 556812 62041 62041 DEFERRED COMPENSATION 40000 LEASE LIABILITY 1880982 1920982 14971754 4006331 791569 -224299 4573601 10398153 533939 533939 10932092 14652836 0 14652836 533939 533939 15186775 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: PV DISCOUNT, PLEDGE AMORTIZATION -224,299. X X X X 1 DC 1 EDUCATIONAL SCHOLARSHIPS 1430 6793801 PART I, LINE 2: DC CAP OFFERS NEED-BASED AND NON-NEED-BASED SCHOLARSHIPS. ALL AWARD APPLICATIONS GO THROUGH THE SAME PROCESS, REGARDLESS OF WHETHER OR NOT THEY ARE NEED-BASED. DC CAP PERFORMS MULTIPLE REVIEWS AND DOES NOT APPROVE AWARDS FOR DISBURSEMENT TO THE SCHOOLS UNTIL THE STUDENT'S ENROLLMENT IS VERIFIED. AWARDS ARE PAID DIRECTLY TO THE COLLEGES / UNIVERSITIES, TYPICALLY VIA EFT; HOWEVER, A MANUAL CHECK CAN BE ISSUED IF NECESSARY. FUTURE PAYMENTS ON THE AWARD ARE CONTINGENT UPON CONTINUED COLLEGE ENROLLMENT, MEETING ANY REQUIRED ACADEMIC MEASURES, AND FINANCIAL NEED. X X X X 0 0 0 0 0 0 0 1 0 ERIC WALDO PRESIDENT & CEO 251304 0 30000 0 0 0 0 0 8066 0 289370 0 0 0 TOSHA LEWIS HUGHES CHIEF OPERATING OFFICER 169488 0 20000 0 0 0 5849 0 6902 0 202239 0 0 0 KYA DIXON CHIEF PROGRAM OFFICER 144463 0 9800 0 0 0 4728 0 8019 0 167010 0 0 0 PART I, LINE 7 DURING THE YEAR ENDED DECEMBER 31, 2023, ERIC WALDO, PRESIDENT/CEO, RECEIVED A BONUS OF $30,000, TOSHA LEWIS HUGHES, CHIEF OPERATING OFFICER, RECEIVED A BONUS OF $20,000, CHIEF PROGRAM OFFICER, RECEIVED A BONUS OF $9,800, AND DARONNA JONES, VP OF PROGRAMS, RECEIVED A BONUS OF $8,260, MATTHEW AVERY, DIRECTOR OF PARTNERSHIPS, RECEIVED A BONUS OF $5,433 AND ADAM ELSHAZIL, INTERIM DIRECTOR OF STEM RECEIVED A BONUS OF $6,740. 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. 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 A PROFESSIONAL CPA FIRM 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 CONFLICT-OF-INTEREST POLICY DURING THEIR ORIENTATION, AND IT IS SUBSEQUENTLY REVIEWED ANNUALLY. DC CAP MONITORS AND ENFORCES 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. FORM 990, PART XI, LINE 9: PV DISCOUNT, PLEDGE AMORTIZATION -224,299. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.