2023-09-01T09:45:33-05:00 2022-12-31 571157523 APRIO LLP 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990 2022-01-01 522175852 COUNCIL OF GRADUATE SCHOOLS COUN 2022233791 ONE DUPONT CIRCLE NW 230 WASHINGTON DC 200361146 KEITH PEREGONOV VP OF FINANCE 2022233791 2023-08-08 1 KEITH PEREGONOV 999009999 0 STACY CULLEN P00974308 3012316200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUZANNE ORTEGA ONE DUPONT CIRCLE NW 230 WASHINGTON DC 200361146 7286467 0 X WWW.CGSNET.ORG X 1999 DC DEDICATED TO THE IMPROVEMENT AND ADVANCEMENT OF GRADUATE EDUCATION 11 11 23 0 9110 0 994868 2651863 3221535 3788757 703057 296899 191982 12339 5111442 6749858 215000 300001 0 0 3063047 3208805 0 0 0 1130951 2002525 4408998 5511331 702444 1238527 16106067 17335775 3483333 4986586 12622734 12349189 X DEDICATED TO THE IMPROVEMENT AND ADVANCEMENT OF GRADUATE EDUCATION. AS THE LARGEST NATIONAL ASSOCIATION ORGANIZED SPECIFICALLY TO REPRESENT THE INTERESTS OF GRADUATE EDUCATION, THE COUNCIL OFFERS MANY OPPORTUNITIES FOR DEANS AND GRADUATE SCHOOL PERSONNEL TO EXCHANGE IDEAS AND SHARE INFORMATION ON MAJOR ISSUES IN GRADUATE EDUCATION. 0 0 2851271 300001 69456 GRANTS: THE COUNCIL OF GRADUATE SCHOOLS (CGS) USES GRANT FUNDING TO SUPPORT A RANGE OF INITIATIVES INTENDED TO ADVANCE GRADUATE EDUCATION SUCH AS THOSE INTENDED TO PROMOTE GRADUATE STUDENT SUCCESS, ADVANCE FINANCIAL EDUCATION, LEVERAGE INTERNATIONAL EXPERIENCES, PROMOTE DIVERSITY AND INCLUSION, AND BETTER UNDERSTAND THE IMPACT OF GRADUATE EDUCATION ON THE WORKFORCE. 1286375 913841 MEETINGS AND WORKSHOPS - CGS HOLDS AN ANNUAL MEETING IN DECEMBER WHERE PARTICIPANTS EXPLORE IMPORTANT AND CURRENT ISSUES IN GRADUATE EDUCATION. THE MEETING ALSO PROVIDES OPPORTUNITIES FOR GRADUATE LEADERS TO EXCHANGE IDEAS AND INFORMATION. GRADUATE DEANS, ASSOCIATE AND ASSISTANT DEANS, FACULTY AND STAFF FROM COLLEGES AND UNIVERSITIES, ASSOCIATION, FEDERAL AND STATE AGENCIES, AND OTHER EDUCATION RELATED ADMINISTRATORS, GRADUATE STUDENTS, AND OTHERS INTERESTED IN GRADUATE EDUCATION ARE INVITED. PRE-MEETING WORKSHOPS AND PLENARY SESSIONS, CONCURRENT SESSIONS, ANNUAL AWARDS CEREMONY, AND THE LAPIDUS LUNCHEON LECTURE COOMPRISE THE ANNUAL MEETING. EXHIBITS ALSO ARE AVAILABLE TO MEETING ATTENDEES. CGS CONDUCTS A SUMMER WORKSHOP FOR GRADUATE DEANS WITH A FRESH FOCUS ON HOT TOPICS THAT AFFECT EVERY FACET OF GRADUATE EDUCATION. COMPLEMENTING THE WORKSHOP IS THE NEW DEANS INSTITUTE, A PROGRAM TAILORED TO ORIENT NEW DEANS AND INTEGRATE THE WORKSHOP EXPERIENCE. CGS INVITES GRADUATE DEANS, ASSOCIATE AND ASSISTANT DANS, AND OTHER FACULTY AND STAFF FROM COLLEGES, UNIVERSITIES AND ASSOCIATIONS TO NETWORK WITH THEIR COLLEAGUES. THE CGS BOARD OF DIRECTORS, STAFF AND OTHER SPECIALISTS SERVCE AS CORE FACULTY FOR THE NEW DEANS INSTITUTE AND SUMMER WORKSHOP. THE SUMMER WORKSHOP PROGRAM INCLUDES INFORMATIVE PLENARY SESSIONS, DEAN DIALOGUES AND HOT TOPIC SESSIONS ALONG WITH MANY OPPORTUNITIES FOR NETWORKING AND INTERACTIVE DISCUSSIONS ON THE ISSUES MOST PRESSING TO THE GRADUATE EDUCATION COMMUNITY. 705574 2803660 MEMBER SERVICES: LEADING EFFORT TO REACH OUT TO A GROWING NUMBER AND DIFFERENT TYPES OF GRADUATE SCHOOLS FOR MEMBERSHIP TO PROVIDE RELEVANT SUPPORT AND FULFILL THE NEEDS OF A DYNAMIC AND EVER CHANGING MEMBERSHIP. 4843220 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 23 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X PEGGY C WU 2022233791 ONE DUPONT CIRCLE NW SUITE 230 WASHINGTON DC 20036 JULIE COONROD CHAIR 0.50 X X 0 0 0 GRAHAM HAMMILL CHAIR ELECT 0.50 X X 0 0 0 APRIL BOULTON BOARD OF DIRECTOR 0.50 X 0 0 0 ANDREW CAMPBELL BOARD OF DIRECTOR 0.50 X 0 0 0 MICHAEL CUNNINGHAM BOARD OF DIRECTOR 0.50 X 0 0 0 SUZANNE BARBOUR BOARD OF DIRECTOR 0.50 X 0 0 0 H DELE DAVIES BOARD OF DIRECTOR 0.50 X 0 0 0 JENI HART BOARD OF DIRECTOR 0.50 X 0 0 0 CARI MOORHEAD BOARD OF DIRECTOR 0.50 X 0 0 0 CHEVELLE NEWSOME BOARD OF DIRECTOR 0.50 X 0 0 0 SHERYL TUCKER BOARD OF DIRECTOR 0.50 X 0 0 0 SUZANNE ORTEGA PRESIDENT/CEO 35.00 X 525987 0 90628 KEITH PEREGONOV VP FOR FINANCE, HUMAN RESOURCES & OPERATIONS 35.00 X 252118 0 79877 AMY SCOTT ASSOC. VP, GOV'T RELATIONS/PUBLIC POLICY 35.00 X 186800 0 23984 JULIE KENT VP, BEST PRACTICES AND STRATEGIC INITATIVES 35.00 X 174657 0 51244 JANICE GOGGINS DIR, MEMBER ENGAGEMENT, RECRUITMENT & RETENTION 35.00 X 127591 0 39094 HEIDI SHANK DIR, MEETINGS & MEMBER SERVICES 35.00 X 126001 0 41778 ADRIENNE VINCENT ASST VP FOR MEMBERSHIP & ALLIANCES 35.00 X 121778 0 15925 1514932 0 342530 8 0 1 0 JEFF ALLUM & ASSOCIATES LLC PO BOX 323 KENSINGTON MD 20895 PROJECT MANAGEMENT SERVICES 126100 0 2651863 2651863 MEMBERSHIP DUES 541900 2803660 2803660 MEETING REVENUE 541900 913841 913841 CONSULTING 541900 57299 57299 CAREER PORTALS REVENUE 541900 7310 7310 PUBLICATION REVENUE 541900 6647 4847 1800 3788757 193689 193689 639819 536609 103210 103210 103210 OTHER INCOME 900099 12339 12339 12339 6749858 3779647 9110 309238 X 300001 300001 948610 577852 370758 1629233 992460 636773 100228 61055 39173 365397 222585 142812 165337 100716 64621 496 390 106 47688 37488 10200 816600 641946 174654 6288 3548 2740 46087 26008 20079 196452 129228 67224 261417 159245 102172 169584 121236 48348 118617 118433 184 231066 150549 80517 20834 11757 9077 DUES AND SUBSCRIPTIONS 36659 20687 15972 EQUIPMENT LEASE 16077 9072 7005 CREDIT CARD FEES 15236 8598 6638 PROFESSIONAL DEVELOPMEN 6765 4121 2644 12659 1146245 -1133586 5511331 4843220 668111 0 126594 287915 1988414 2784674 353927 1306956 112792 96842 34057 31633 79785 58329 2406424 1213286 1116593 1193138 4094270 3414534 6843196 5686690 1239666 1356439 1235398 16106067 17335775 409824 501386 1498507 1809991 1575002 2675209 3483333 4986586 X 11723198 10535134 899536 1814055 12622734 12349189 16106067 17335775 1238527 -1512072 0 X 0 1 X 1 0 X 889120 2278148 818619 994868 2651863 7632618 3871724 3985827 3161158 3221535 2803660 17043904 22969 22969 4783813 6263975 3979777 4216403 5455523 24699491 63100 31000 94100 0 63100 31000 94100 24605391 606024 327522 268753 356845 193689 1752833 606024 327522 268753 356845 193689 1752833 191982 12339 204321 5389837 6591497 4248530 4765230 5661551 26656645 0.92300 0.90900 0.06580 0.07000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2750 2750 5508581 5511331 425567 106392 0 0 424476 365877 370450 425567 1586370 2379555 15297 6019 3727 2750 27793 106119 91469 92612 106392 396592 594888 200774 456 4000 197230 204751 23 4000 200774 208399 352 4000 204751 210381 2018 4000 208399 235115 2398 4000 23132 210381 0.00000 0.90000 0.10000 0 0 408047 172470 235577 1998378 1040817 957561 1193138 CORPORATE FIXED INCOME 5686690 F 5686690 DEFERRED COMPENSATION ASSETS 1235398 1235398 DEFERRED COMPENSATION 1235398 LEASE LIABILITY 1439811 2675209 X 5237786 -1512072 -1512072 6749858 0 6749858 5511331 0 5511331 0 5511331 PART X, LINE 2: THE COUNCIL EVALUATES UNCERTAINTY IN INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN ON A MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT AND IS RECOGNIZED IN THE COUNCIL'S FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS. IF APPLICABLE, THE COUNCIL RECORDS INTEREST AND PENALTIES AS A COMPONENT OF INCOME TAX EXPENSE. TAX YEARS FROM 2019 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. CURRENTLY, THERE ARE NO EXAMINATIONS IN PROCESS. THE COUNCIL IS REQUIRED BY THE INTERNAL REVENUE SERVICE TO ADVISE ITS MEMBERS ABOUT THE PORTION OF THEIR DUES THAT ARE USED FOR LOBBYING ACTIVITIES AND THEREFORE ARE NOT TAX-DEDUCTIBLE. ALTERNATIVELY, THE COUNCIL MAY PAY A TAX BASED ON THE COST OF SUCH ACTIVITIES. FOR FISCAL YEARS 2022 AND 2021, THE COUNCIL ADVISED MEMBERS WHAT PORTION OF THEIR DUES WAS NOT TAX-DEDUCTIBLE. 1 HOWARD UNIVERSITY 4TH COLLEGE STREET NW WASHIGNTON DC 20059 530204707 501(C)(3) 20000 0 MELLON CAREER PATHWAY LOYOLA UNIVERSITY CHICAGO 820 N MICHIGAN SUITE 750 CHICAGO IL 60611 361408475 501(C)(3) 20000 0 MELLON CAREER PATHWAY MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROOM 2 EAST LANSING MI 48824 386005984 501(C)(3) 20000 0 MELLON CAREER PATHWAY PURDUE UNIVERSITY YOUNG HALL ROOM 160 302 WOOD STREET WEST LAFAYETTE IN 47907 355002041 115 20000 0 MELLON CAREER PATHWAY THE UNIVERSITY OF ARIZONA PO BOX 210158 RM 510 TUCSON AZ 85721 742652689 501(C)(3) 20000 0 MELLON CAREER PATHWAY THE UNIVERSITY OF SOUTHERN MISSISSIPPI 118 COLLEGE DRIVE 5157 HATTIESBURG MO 39406 646000818 GOVERNMENT 20000 0 MELLON CAREER PATHWAY THE UNIVERSITY OF TEXAS AT EL PASO 500 W UNIVERSITY AVENUE EL PASO TX 79968 746000813 GOVERNMENT 20000 0 MELLON CAREER PATHWAY UNIVERSITY OF CALIFORNIA IRVINE 401 E PELTASON DRIVE SUITE 1000 IRVINE CA 92697 952226406 501(C)(3) 20000 0 MELLON CAREER PATHWAY WAYNE STATE UNIVERSITY 5057 WOODWARD AVE SUITE 13202 DETROIT MI 48202 386028429 GOVERNMENT 20000 0 MELLON CAREER PATHWAY CALIFORNIA STATE UNIVERSITY BAKERSFIELD 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 320291662 501(C)(3) 10000 0 SUBAWARDS - NSF MASTER'S II GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION PO BOX 3999 ATLANTA GA 30302 581845423 501(C)(3) 10000 0 SUBAWARDS - NSF MASTER'S II HOOD COLLEGE 401 ROSEMONT AVE FREDERICK MD 21701 520591608 501(C)(3) 10000 0 SUBAWARDS - NSF MASTER'S II JACKSON STATE UNIVERSITY 1400 JOHN R LYNCH ST JACKSON MS 39217 646000507 501(C)(3) 10000 0 SUBAWARDS - NSF MASTER'S II OAKLAND STATE UNIVERSITY 371 WILSON BLVD ROCHESTER MI 48309 381714400 501(C)(3) 10000 0 SUBAWARDS - NSF MASTER'S II ODU RESEARCH FOUNDATION 4111 MONARCH WAY NORFOLK VA 23508 546068198 501(C)(3) 10000 0 SUBAWARDS - NSF MASTER'S II REGENTS OF THE UNIVERSITY OF MINNESOTA PO BOX 1450 MINNEAPOLIS MN 55485 411424695 501(C)(3) 10000 0 SUBAWARDS - NSF MASTER'S II TEXAS STATE UNIVERSITY 601 UNIVERSITY DR SAN MARCOS TX 78666 270523322 501(C)(3) 10000 0 SUBAWARDS - NSF MASTER'S II UNIVERSITY OF NORTH DAKOTA 264 CENTENNIAL DR GRAND FORKS ND 58202 456002491 501(C)(3) 10000 0 SUBAWARDS - NSF MASTER'S II UNV OF NORTH TEXAS RESEARCH & INNOVATION 1155 UNION CIRCLE DENTON TX 76203 756002149 501(C)(3) 10000 0 SUBAWARDS - NSF MASTER'S II CUNY GRADUATE CENTER 365 FIFTH AVE SUITE 8401 NEW YORK NY 10016 352189280 GOVERNMENT 20000 0 MELLON CAREER PATHWAY 20 1 PART I, LINE 2: COUNCIL OF GRADUATE SCHOOLS RECEIVES REGULAR QUARTERLY AND ANNUAL EXPENSE REPORTS FROM GRANTEES. 0 0 0 0 0 0 0 0 0 SUZANNE ORTEGA PRESIDENT/CEO 525987 0 0 0 0 0 71501 0 19127 0 616615 0 0 0 KEITH PEREGONOV VP FOR FINANCE, HUMAN RESOURCES & OP 252118 0 0 0 0 0 29434 0 50443 0 331995 0 0 0 JULIE KENT VP, BEST PRACTICES AND STRATEGIC INI 174657 0 0 0 0 0 20143 0 31101 0 225901 0 0 0 AMY SCOTT ASSOC. VP, GOV'T RELATIONS/PUBLIC PO 186800 0 0 0 0 0 10800 0 13184 0 210784 0 0 0 HEIDI SHANK DIR, MEETINGS & MEMBER SERVICES 126001 0 0 0 0 0 14265 0 27513 0 167779 0 0 0 JANICE GOGGINS DIR, MEMBER ENGAGEMENT, RECRUITMENT 127591 0 0 0 0 0 14466 0 24628 0 166685 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CGS HAS FOUR MEMBERSHIP CATEGORIES: REGULAR, ASSOCIATE, INTERNATIONAL AND SUSTAINING. EACH REGULAR MEMBER HAS ONE VOTE. REGULAR, ASSOCIATE, AND INTERNATIONAL MEMBERS ARE INSTITUTIONS OF HIGHER EDUCATION, AND SUSTAINING MEMBERS ARE FOR-PROFIT OR NONPROFIT ORGANIZATIONS THAT SUPPORT THE OBJECTIONS OF CGS. FORM 990, PART VI, SECTION A, LINE 7A REGULAR MEMBERS HAVE ONE VOTE, CAST BY ITS PRINCIPAL REPRESENTATIVE. EACH YEAR THREE DIRECTORS ARE ELECTED TO A THREE YEAR TERM TO REPLACE THOSE WHOSE TERM IS EXPIRING. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS MUST BE APPROVED BY A MINIMUM OF TWO-THIRDS OF THE REGULAR MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT, AND REVIEWED BY SENIOR MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED ON AN ANNUAL BASIS BY BOARD MEMBERS AND EMPLOYEES OF THE ORGANIZATION. WHEN A CONFLICT IS TENTATIVELY REPORTED, THE INDEPENDENT BOARD MEMBERS DISCUSS THE ISSUE TO DETERMINE IF A CONFLICT DOES EXIST, AND IF A CONFLICT IS DETERMINED TO EXIST, THE MEMBER WITH THE CONFLICT ABSTAINS FROM ALL DISCUSSION AND VOTING IN REGARD TO SAID CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY INDEPENDENT BOARD DIRECTORS AND EXECUTIVE MANAGEMENT WITH THE USE OF COMPARABILITY DATA AND THE DECISION IS DOCUMENTED. THIS PROCESS WAS LAST COMPLETED IN JULY 2021. FORM 990, PART VI, SECTION C, LINE 19 ALL OF CGS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 641,946. MANAGEMENT AND GENERAL EXPENSES 174,654. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 816,600.