2024-09-19T10:34:15-05:00 2023-12-31 111986323 MARCUM LLP 10 MELVILLE PARK ROAD MELVILLE NY 117473146 990 2023-01-01 010683413 THE COUNCIL OF URBAN PROFESSIONALS INSTITUTE COUN 9173288840 55 EXCHANGE PLACE 405 NEW YORK NY 10005 MELISSA FENTON EXECUTIVE DIRECTOR 6466195186 2024-09-19 1 0 MARY ANN MENDEL P00551302 6314144000 2023 2024-08-08 14:25:15Z MELISSA FENTON 55 EXCHANGE PLACE 405 NEW YORK NY 10005 1493378 0 X WWW.CUPUSA.ORG X 2002 NY TO INSPIRE, ELEVATE AND EMPOWER THE NEXT GENERATION OF DIVERSE BUSINESS, CIVIC LEADERS AND WOMEN. 26 26 4 32 0 0 1693077 1493338 0 0 0 40 -95453 -98315 1597624 1395063 0 0 0 0 691120 694557 0 0 123441 897984 877170 1589104 1571727 8520 -176664 708568 603399 329527 401022 379041 202377 X THE COUNCIL OF URBAN PROFESSIONALS INSTITUTE'S (CUPI) MISSION IS TO INSPIRE, ELEVATE, AND EMPOWER THE NEXT GENERATION OF DIVERSE BUSINESS, CIVIC LEADERS AND WOMEN. 0 0 489645 LEADERSHIP INSTITUTE - GRADUATED THE COHORT OF THE 16TH CUP NEW YORK FELLOWS PROGRAM - A DYNAMIC AND ENGAGED GROUP OF BUSINESS AND CIVIC LEADERS; 24 MID-CAREER PROFESSIONALS, FOR A TOTAL OF 501 CUP NY FELLOWS ALUMNI TO DATE. JANUARY 24, 2023, 120 ATTENDED. KEVIN POWELL, ACTIVIST, WRITER AND PUBLIC SPEAKER, SAM LALANNE, MANAGING DIRECTOR, HEAD OF DIVERSITY AND INCLUSION FOR INSTITUTIONAL SECURITIES GROUP, INVESTMENT MANAGEMENT, INTERNATIONAL; MELISSA FENTON, EXECUTIVE DIRECTOR, CUP; BENIS REFFKIN, EXECUTIVE, LIFE, & LEADERSHIP COACH, NO ONE SUCCEEDS ALONE: LEARN EVERYTHING YOU CAN FROM EVERYONE YOU CAN; DALE FAVORS, MANAGING PARTNER, ADAPTIVE GROWTH LEADERSHIP, DIRECTOR, CUP NY FELLOWS PROGRAM; JACQUES SEXTON, ASSOCIATE GENERAL COUNSEL, DAILYPAY, CUP NY FELLOWS ALUMNI LEADERSHIP COMMITTEE MEMBER; RAY REYES, MANAGING DIRECTOR OF PROGRAMS AT THE OPPORTUNITY NETWORK. CONCLUDED OUR 6TH YEAR OF THE CUP LA FELLOWS PROGRAM IN JANUARY 2023 WITH 26 GRADUATES, FOR A TOTAL OF 130 CUP LA FELLOWS TO-DATE. FEBRUARY 2, 2023, 88 ATTENDED. ROBERT HOWARD III, FOUNDER & CEO, TALKING IN CIRCLE LLC; MICHAEL A. PERSAUD, PORTFOLIO MANAGER, GLOBAL SPORTS AND ENTERTAINMENT ASSOCIATE DIRECTOR, MORGAN STANLEY, CUP BOARD CHAIR; MELISSA FENTON, EXECUTIVE DIRECTOR, CUP; LISA SILVERA, CONSULTANT, CUP LA; ALEX ALEXANDER-WIENKERS, DIRECTOR OF ADMISSIONS, RICE UNIVERSITY; TULANI WATKINS, PROJECT MANAGER, BUSINESS OPERATOR, META CUP CONVENING VIRTUAL AND IN-PERSON EVENT WAS HELD JOINTLY WITH NY & LA, HOSTED BY THE HELEN MILLS THEATER AND MILTAN MANAGEMENT, OCTOBER 14, 2023, 50 ATTENDED. PATRICIA ROBERTS, DAMION MARTIN, JACQUES SEXTON, LESLIE SWAIN, TOBI JAUYESIMI, NICHOLAS DE ALEJO, JUANCARLOS CHACON, DIONNE NEAL, TAIWO ONIBOKUN-KADIRI. 614681 POWER FORUMS AND SUMMITS: HELD OUR 5TH ANNUAL P2P SUMMIT - HOSTED BY CITI, " FUTURE FORWARD, BUILDING TODAY FOR A BETTER TOMORROW" WITH 14 SPEAKERS, ON MAY 1, 2023, IN-PERSON, OVER 550 ATTENDED. SPEAKERS: ERIKA IRISH BROWN, CHIEF GLOBAL DIVERSITY, EQUITY AND INCLUSION OFFICER AND GLOBAL HEAD OF TALENT, CITI; MELISSA FENTON, EXECUTIVE DIRECTOR, CUP; JENN ZEPHIRIN, VICE PRESIDENT, HEAD OF DIVERSITY, EQUITY & INCLUSION, MATCH GROUP; TITI COLE, CHIEF EXECUTIVE OFFICER OF LEGACY ENTERPRISES, CITI; NAZ VAHID, MANAGING DIRECTOR, GLOBAL HEAD OF CITI, GLOBAL WEALTH AT WORK, CITI; TIMICKA ANDERSON, MANAGING DIRECTOR, GLOBAL CONSUMER PRODUCTS & RETAIL HEAD, COMMERCIAL BANKING, CITI; STEPHON JACKSON, HEAD OF T. ROWE INVESTMENT MANAGEMENT, T. ROWE PRICE; NATHAN SHEETS, GLOBAL CHIEF ECONOMIST, CITI RESEARCH; SAMANTHA SANTOS, HEAD OF DIVERSITY & INCLUSION STRATEGY, CITI; JONATHAN BEANE, SENIOR VICE PRESIDENT, CHIEF DIVERSITY, EQUITY & INCLUSION OFFICER, NFL; HEDIEH FAKHRIYAZDI, CHIEF DIVERSITY OFFICER, WHITE & CASE LLP; DEMETRIUS THORNTON, SENIOR VICE PRESIDENT, TALENT MANAGEMENT AND GARDEN OF DREAMS FOUNDATION, MADISON SQUARE GARDEN ENTERTAINMENT CORPORATION; TAMARA VASQUEZ, GLOBAL HEAD OF DIVERSITY & INCLUSION, S&P GLOBAL; NADIR DARRAH, CHIEF AUDITOR, CITI CUP HELD A 2ND ANNUAL MARTHA'S VINEYARD SUMMIT IN OAK BLUFFS IN FRIDAY, AUGUST 18 TO SUNDAY, AUGUST 20TH, 2023. HOSTED BY GOLDMAN SACHS, MORGAN STANLEY, IMB PARTNERS AND WELLS FARGO. OVER 250 ATTENDED. SPEAKERS: NICOLE PULLEN ROSS | PARTNER, REGION HEAD OF THE NY PRIVATE WEALTH MANAGEMENT (PWM), HEAD OF SPORTS AND ENTERTAINMENT SOLUTIONS (SES), GOLDMAN SACHS; TROY JONES, CO-FOUNDER & CEO, STATUSPRO; JAY LUNDY, SVP AND HEAD OF INVESTING & NEW VENTURES, SEAN COMBS INVESTMENTS, COMBS GLOBAL; JUSTIN TUCK, MANAGING DIRECTOR, PRIVATE WEALTH MANAGEMENT (PWM), GOLDMAN SACHS; MELISSA FENTON, EXECUTIVE DIRECTOR, CUP; ALEXIS JOS RIOS, DIRECTOR OF MARKETING AND ENGAGEMENT, CUP; MIGUELINA CAMILO, COUNSEL TO THE SPEAKER, NEW YORK STATE ASSEMBLY; SHEILA MARMON, FOUNDER & CEO, MIRROR DIGITAL; BARRY G. SIMMONS, HEAD OF NATIONAL SALES, WELLS FARGO ADVISORS, WEALTH & INVESTMENT MANAGEMENT, WELLS FARGO & COMPANY, CUP BOARD MEMBER; TARRUS RICHARDSON, FOUNDER & CEO, IMB PARTNERS, CUP FOUNDER, CUP BOARD MEMBER; FAWN WEAVER, FOUNDER & CEO, UNCLE NEAREST; MICHAEL PERSAUD, PORTFOLIO MANAGER, GLOBAL SPORTS AND ENTERTAINMENT ASSOCIATE DIRECTOR, MORGAN STANLEY, CUP BOARD CHAIR; INDIA ROSE, FOUNDER & CEO, SIDELINE BRAND; TRACI WILKES SMITH, SVP AND TALENT AGENT, CSE, CUP FELLOWS ALUMNI LEADERSHIP COMMITTEE MEMBER, CUP 2020 NY FELLOW ALUM; DR. CLARENCE B. JONES, CO-AUTHOR, DR. MLK JR'S "I HAVE A DREAM" SPEECH; AUTHOR -"LAST OF THE LIONS: AN AFRICAN AMERICAN JOURNEY IN MEMOIR; JOSH HILL, PARTNER, PAUL | WEISS, CUP BOARD MEMBER; MAJA HAZELL, MANAGING DIRECTOR, HEAD OF DIVERSITY, EQUITY AND INCLUSION, THE D. E. SHAW GROUP HELD OUR 14TH ANNUAL LAWYERS FORUM HOSTED BY LOEB & LOEB LLP, "THE POLARIZATION OF JUSTICE: REVERSALS AND RECKONINGS OF THE AMERICAN DREAM," HIGHLIGHTING THE CHANGES IN DEI POLICIES DUE TO SUPREME COURT DECISIONS, AND A TRIBUTE FOR THE "CUP DAVID W. BROWN LEGAL TRAILBLAZER OF THE YEAR AWARD" GIVEN TO MANHATTAN DISTRICT ATTORNEY, ALVIN BRAGG AND NY ATTORNEY GENERAL, LETICIA JAMES. OVER 195 REGISTERED. RECOGNIZED 8 LAW CATALYSTS. SPEAKERS: MIKE DELIKAT, PARTNER, ORRICK HARRINGTON SUTCLIFFE, JENNIFER PARADISE, GC, WHITE & CASE, JENNIFER DAVDA, CDO, LOEB & LOEB, AND KENNY TERRERO, PARTNER, SIDLEY. SPEAKERS INCLUDED, MELISSA FENTON, ED, CUP, CHRIS AGUWA, CHIEF COMMERCIAL OFFICER, LANE HEALTH, GEORGE C. FATHEREE III, FOUNDER/CEO, ORO IMPACT, HARRY VALETK, PARTNER, LOEB & LOEB, RONELLE C. PORTER, ASSISTANT DEPUTY CHAIR/PARTNER, LOEB & LOEB LLP. HELD OUR 4TH ANNUAL TECH POWER FORUM & CATALYST RECOGNITION CEREMONY, SPONSORED BY BLOOMBERG, "THE NEW ERA OF AI AND THE FUTURE OF TRANSFORMATIVE TECHNOLOGY." RECOGNIZED 7 TECH CATALYSTS, JULY 27TH, 2023. OVER 240 REGISTERED. SPEAKERS: MELISSA FENTON, EXECUTIVE DIRECTOR, COUNCIL OF URBAN PROFESSIONALS; CHARLENE BALFOUR, HEAD OF ENTERPRISE CLIENT ONBOARDING & TRANSFORMATION AT WELLS FARGO, 2022 TECH CATALYST; KEN EBIE, EXECUTIVE DIRECTOR & CHIEF DEVELOPMENT OFFICER, BLACK ENTREPRENEURS (BE NYC); ROSSIE TURMAN III, PARTNER, LOWENSTEIN SANDLER LLP; MARK LEVINE, MANHATTAN BOROUGH PRESIDENT, THE MANHATTAN BOROUGH PRESIDENT'S OFFICE; CRYSTAL HUNT, D&I BUSINESS PARTNER, BLOOMBERG; VICTORIA MONTGOMERY BROWN, FOUNDER, COVELL.AI; MICHAEL ELLISON, CEO AND CO-FOUNDER, CODEPATH.ORG; PRATIK KARIA, HEAD OF ENGINEERING BUYSIDE TRADING PLATFORM (AIM), BLOOMBERG; NABIHA SYED, CEO, THE MARKUP CUP LA HELD A SPORTS POWER FORUM "GAME ON! THE BUSINESS OF SPORTS INVESTING, SPONSORED BY ARES MANAGEMENT AND MORGAN STANLEY, AND HOSTED BY KIRKLAND & ELLIS, IN-PERSON, TUESDAY, SEPTEMBER 26, 2023. OVER 100 REGISTERED. SPEAKERS INCLUDED, CRESCENT MUHAMMAD, MD, CUP, MICHAEL PERSAUD, PORTFOLIO MANAGER, GLOBAL SPORTS AND ENTERTAINMENT, ASSOCIATE DIRECTOR, MORGAN STANLEY/CUP BOARD CHAIR, SOFIA MARTOS, PARTNER, KIRKLAND AND ELLIS, BENNETT ROSENTHAL, CO-FOUNDER/DIRECTOR/PARTNER & CHAIRMAN OF PRIVATE EQUITY, ARES MANAGEMENT, LAMAR CARDINEZ, PRINCIPAL, BLUE OWL CAPITAL, K. DON CORNWELL, CO-FOUNDER/CEO, DYNASTY EQUITY. CHRISTINA FRANCIS, PRESIDENT, MAGIC JOHNSON ENTERPRISES. CUP LA HELD AN ALTERNATIVE INVESTMENTS PROGRAM: "THE PATH TO INCLUSIVE CAPITALISM" HOSTED BY ARES MANAGEMENT AND MORGAN STANLEY AND ALLY PARTNER, GCM GROSVENOR, IN-PERSON, WEDNESDAY, MAY 3, 2023, OVER 210 REGISTERED. SPEAKERS: MICHAEL PERSAUD, PORTFOLIO MANAGER, GLOBAL SPORTS AND ENTERTAINMENT, ASSOCIATE DIRECTOR, MORGAN STANLEY/CUP BOARD CHAIR, INDHIRA ARRINGTON, GLOBAL CHIEF DIVERSITY, EQUITY & INCLUSION OFFICER, AND TROY DUFFIE, ASSOCIATE DIRECTOR, MILKEN INSTITUTE. 259831 IN HONOR AND CELEBRATION OF CUP'S 16TH ANNIVERSARY YEAR, PRODUCED TWO CUP CONVERSATIONS PROGRAMS: "CUP CONVERSATIONS: THE EMPOWERMENT & VISIBILITY FACTOR FOR LGBTQIA+ CREATIVES, HELD VIRTUALLY FOR PRIDE MONTH, TUESDAY, JUNE 27, 2023. OVER 50 REGISTERED. SPEAKERS: ALEXIS JOS RIOS, DIRECTOR OF MARKETING, NATHAN HALE WILLIAMS, PRESIDENT & CEO, IN-HALE ENTERTAINMENT LLC A CUP CONVERSATION WITH MICHELLE MILLER: BELONGING HOSTED BY COMPASS, SPONSORED BY IWOMANTV, IN-PERSON, THURSDAY, APRIL 6, 2023. OVER 50 REGISTERED. SPEAKERS: CATHLEEN TRIGG-JONES, FOUNDER, IWOMANTV, EMMY AWARD-WINNING JOURNALIST, TALK SHOW HOST, PRODUCER AND ACTRESS, MICHELLE MILLER, CO-HOST, "CBS SATURDAY MORNING", JOURNALIST, MOM, WIFE, FRIEND, AND ADVENTURER BLACK HISTORY MONTH EVENT CELEBRATING BLACK ARTISTS HOSTED BY PAMELA JOYNER AND REGGIE VAN LEE, IN-PERSON, MONDAY, FEBRUARY 13, 2023. OVER 137 REGISTERED. SPEAKERS: PAMELA JOYNER, BUSINESSWOMAN AND ART COLLECTOR; REGGIE VAN LEE, PARTNER AND CHIEF TRANSFORMATION OFFICER, THE CARLYLE GROUP; MELISSA FENTON, EXECUTIVE DIRECTOR, CUP; TRACI WILKES SMITH, SENIOR VICE PRESIDENT AND TALENT AGENT, CSE; STEPHANIE BROWN, GOVERNMENT AFFAIRS, WONDER CUP CONNECTIONS BANK OF AMERICA, PART I: HARNESSING RESILIENCE TO BUILD A CAREER VIRTUAL, WEDNESDAY, APRIL 5, 2023. OVER 115 REGISTERED. SPEAKERS: MELISSA FENTON, EXECUTIVE DIRECTOR, CUP; LYNNE FAIRBANKS, SENIOR VICE PRESIDENT, GLOBAL WOMEN'S TALENT STRATEGY, BANK OF AMERICA, JEN AUERBACH, MANAGING DIRECTOR, HEAD OF STRATEGIC GROWTH, MERRILL; PATRINA DIXON, FOUNDER AND CEO IT'$ MY MONEY, OWNER OF P. DIXON CONSULTING SBE/MBE/WBE, BANK OF AMERICA INSTITUTE FOR WOMEN'S ENTREPRENEURSHIP AT CORNELL RECIPIENT; ILEANA MUSA, MANAGING DIRECTOR, HEAD OF INTERNATIONAL BANKING AND LENDING, MORGAN STANLEY, AYANNA STEPHENS, SVP, HUMAN RESOURCES EXECUTIVE, BANK OF AMERICA; CICELY WASHINGTON, VP, SR. DIVERSITY B/AA, STRATEGY MANAGER, BANK OF AMERICA TALENT REPRESENTATIVE CUP CONNECTIONS BANK OF AMERICA, PART II: YIELDING NEW STRATEGIES & SAFEGUARDING SELF-CARE VIRTUAL, WEDNESDAY, APRIL 26, 2023. OVER 200 REGISTERED. SPEAKERS: MELISSA FENTON, EXECUTIVE DIRECTOR, CUP; LYNNE FAIRBANKS, SENIOR VICE PRESIDENT, GLOBAL WOMEN'S TALENT STRATEGY, BANK OF AMERICA, JEN AUERBACH, MANAGING DIRECTOR, HEAD OF STRATEGIC GROWTH, MERRILL; ILEANA MUSA, MANAGING DIRECTOR, HEAD OF INTERNATIONAL BANKING AND LENDING, MORGAN STANLEY, AYANNA STEPHENS, SVP, HUMAN RESOURCES EXECUTIVE, BANK OF AMERICA; CICELY WASHINGTON, VP, SR. DIVERSITY B/AA, STRATEGY MANAGER, BANK OF AMERICA TALENT REPRESENTATIVE HELD A "CUP CONNECTIONS: BUILDING GENERATIONAL WEALTH" VIRTUAL WEBINAR SPONSORED BY MORGAN STANLEY, TUESDAY, MAY 9, 2023. OVER 230 REGISTERED. SPEAKERS: MICHAEL A. PERSAUD, FINANCIAL ADVISOR, MORGAN STANLEY, CUP BOARD CHAIR; KRYSTAL BARKER BUISSERETH, MANAGING DIRECTOR, HEAD OF FINANCIAL WELLNESS, MORGAN STANLEY; STEVEN DOUEK, MANAGING DIRECTOR, FINANCIAL ADVISOR, MORGAN STANLEY; AARON HARDING, MANAGING DIRECTOR, CHIEF REVENUE OFFICER FOR MORGAN STANLEY AT WORK; CHRISTYL LUCILLE MURRAY, EXECUTIVE DIRECTOR, DIVERSITY & INCLUSION OFFICER, MORGAN STANLEY; KARA UNDERWOOD, MANAGING DIRECTOR, HEAD OF DIVERSITY, INCLUSION AND TALENT, MORGAN STANLEY WEALTH MANAGEMENT FERNANDO A. BOHORQUEZ JR. BROOKLYN HALF-MARATHON FELLOWS CHALLENGE. IN-PERSON, SUNDAY, MAY 21, 2023. HELD AN IN-PERSON NY FELLOWS HOLIDAY GATHERING AT THE "MAYFLY NYC" ON DECEMBER 14, 2023. 50 ATTENDED. FERNANDO A. BOHORQUEZ, JR., PARTNER, LITIGATION AND INTELLECTUAL PROPERTY, BAKERHOSTETLER HELD AN LA HOLIDAY HANGOUT, AT "SUNSET HOUSE LA" - LOS ANGELES, CA, FRIDAY, DECEMBER 15TH, 2023, SPONSORED BY MAR VISTA INVESTMENT PARTNERS AND PATTY LAURENT SIGNATURE. OVER 300 REGISTERED. 1364157 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 41 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA NY X X MELISSA FENTON 6466195186 55 EXCHANGE PLACE NEW YORK NY 10005 MICHAEL A PERSAUD CHAIRMAN 5.00 X X 0 0 0 INDHIRA ARRINGTON VICE CHAIRMAN 2.00 X X 0 0 0 TEJASH PATEL TREASURER 3.00 X X 0 0 0 HARRY VALETK SECRETARY 1.00 X X 0 0 0 JOHNITA WALKER MIZELLE OFF 0623 CHAIR EMERITUS 1.00 X X 0 0 0 TIMICKA C ANDERSON BOARD MEMBER 1.00 X 0 0 0 SANDRA HURSE BOARD MEMBER 1.00 X 0 0 0 FRANK DIX BOARD MEMBER 1.00 X 0 0 0 FERNANDO RIVERA BOARD MEMBER 1.00 X 0 0 0 NADJA WEBB BOARD MEMBER 1.00 X 0 0 0 FERNANDO A BOHORQUEZ JR BOARD MEMBER 1.00 X 0 0 0 JOSHUA HILL BOARD MEMBER 1.00 X 0 0 0 BARRY G SIMMONS BOARD MEMBER 1.00 X 0 0 0 STEVEN WOLFE PEREIRA BOARD MEMBER 1.00 X 0 0 0 RASHAAN REID BOARD MEMBER 1.00 X 0 0 0 ROSSIE TURMAN III BOARD MEMBER 1.00 X 0 0 0 IKENNA EMEHELU BOARD MEMBER 1.00 X 0 0 0 KAREN TOLIVER BOARD MEMBER 1.00 X 0 0 0 KENNY TERRERO BOARD MEMBER 1.00 X 0 0 0 TARRUS RICHARDSON BOARD MEMBER 1.00 X 0 0 0 DEBRA LANGFORD BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER AGUWA BOARD MEMBER 1.00 X 0 0 0 KWAD ACHEAMPONG BOARD MEMBER 1.00 X 0 0 0 JEAN-RENE ZETRENNE OFF 0623 LA REPRESENTATIVE 1.00 X 0 0 0 KENNETH EBIE OFF 0623 BOARD MEMBER 1.00 X 0 0 0 MEREDITH MOORE OFF 0623 BOARD MEMBER 1.00 X 0 0 0 MELISSA FENTON EXECUTIVE DIRECTOR 75.00 X 213130 0 22386 213130 0 22386 1 0 1 0 0 762500 730838 125248 1493338 40 40 0 762500 98315 -98315 -98315 1395063 0 0 -98275 X 235517 188413 23552 23552 373538 335006 20699 17833 48004 42744 2802 2458 37498 32311 2685 2502 131005 112887 9380 8738 232506 232122 198 186 46161 31672 2486 12003 9303 8016 666 621 41921 9899 3075 28947 361587 333587 1399 26601 3333 3333 BAD DEBT 51354 37500 13854 1571727 1364157 84129 123441 338280 537997 285554 37300 81401 28102 14998 14998 3333 0 708568 603399 105302 66522 224225 334500 329527 401022 X 379041 202377 379041 202377 708568 603399 -176664 0 X X 0 1 X 1 0 X 1003896 956982 1190744 1693077 1493338 6338037 1003896 956982 1190744 1693077 1493338 6338037 1114683 5223354 40 40 18691 12662 -29597 -95453 -98315 -192012 6146065 0.84990 0.88770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14998 14998 0 0 X 1410869 15806 15806 1395063 0 1395063 1587533 15806 15806 1571727 0 1571727 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND SIMILAR STATE PROVISIONS AND IS CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION AS DESCRIBED IN SECTION 509(A).THE ORGANIZATION RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX POSITIONS AND ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX POSITIONS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE, OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX POSITIONS, IF ANY, WOULD BE CLASSIFIED AS INTEREST EXPENSE AND ADDITIONAL INCOME TAXES, RESPECTIVELY, IN THE STATEMENTS OF ACTIVITIES. THE ORGANIZATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2023. X 0 DS CONSULTING GROUP 757 THIRD AVENUE 20TH FLOOR NEW YORK NY 10017 FUNDRAISING SERVICES FOR ANNUAL GALA 0 762500 70000 692500 762500 70000 692500 NY CA GALA 762500 762500 98315 762500 762500 98315 98315 -98315 X 0 0 0 0 0 0 0 0 0 MELISSA FENTON EXECUTIVE DIRECTOR 213130 0 0 0 0 0 0 0 22386 0 235516 0 0 0 X 68506 RESALE VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDITOR WORKS WITH THE FINANCE TEAM TO PREPARE A DRAFT OF IRS FORM 990. PRIOR TO SUBMITTING IT TO THE BOARD OF DIRECTORS, THE TREASURER, THE FINANCE/AUDIT COMMITTEE AND EXECUTIVE DIRECTOR REVIEW THE DRAFT FORM. THE REVIEW OF THE FORM IS CONDUCTED BY THE TREASURER TO ENSURE THAT IT IS CONSISTENT WITH THE FINANCIAL STATEMENTS AND THAT THE QUESTIONS AND DESCRIPTIVE STATEMENTS ARE ACCURATE. THE BOARD OF DIRECTORS IS PRESENTED WITH A FINAL DRAFT OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS PROVIDE WRITTEN DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST. THE BOARD MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY WITH EMPLOYEES AT THE TIME OF HIRE AS WELL AS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS MUST APPROVE IN ADVANCE, COMPENSATION FOR OFFICERS OF THE CORPORATION. BEFORE APPROVING THE COMPENSATION OF AN OFFICER, THE BOARD DETERMINES THAT TOTAL COMPENSATION INCLUDING BENEFITS IS REASONABLE IN AMOUNT IN LIGHT OF THE POSITION, RESPONSIBILITY AND QUALIFICATION OF THE OFFICER FOR THE POSITION HELD, INCLUDING THE RESULT OF AN EVALUATION OF THE OFFICER'S PRIOR PERFORMANCE FOR THE CORPORATION, IF APPLICABLE. AT THE TIME OF THE DISCUSSION AND DECISION CONCERNING AN OFFICER'S COMPENSATION, THE OFFICER IS NOT PRESENT IN THE MEETING. THE BOARD SHALL OBTAIN AND CONSIDER APPROPRIATE DATA CONCERNING COMPARABLE COMPENSATION PAID TO SIMILAR OFFICERS IN LIKE CIRCUMSTANCES AND GEOGRAPHICAL REGION. THE EXECUTIVE COMMITTEE SETS FORTH THE BASIS FOR ITS DECISION WITH RESPECT TO COMPENSATION IN THE MINUTES OF THE MEETING AT WHICH THE DECISIONS ARE MADE, INCLUDING THE CONCLUSION OF THE EVALUATION AND THE BASIS FOR DETERMINING THAT THE INDIVIDUAL'S COMPENSATION WAS REASONABLE IN LIGHT OF THE EVALUATION AND COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND FEDERAL FORM 990S ARE AVAILABLE FOR PUBLIC REVIEW UPON REQUEST. FORM 990, PART IX, LINE 11G PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 175,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175,850. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 56,272. MANAGEMENT AND GENERAL EXPENSES 198. FUNDRAISING EXPENSES 186. TOTAL EXPENSES 56,656. FORM 990, PART IX STATEMENT OF FUNCTIONAL EXPENSES LINE 5A TO LINE 7A: THE ORGANIZATION OUTSOURCES THE MANAGEMENT OF HUMAN RESOURCES, EMPLOYEE BENEFITS, PAYROLL AND WORKERS' COMPENSATION TO JUSTWORKS EMPLOYMENT GROUP, A PEO SERVICE PROVIDER. FORM 990, PART XII, LINE 2C NO CHANGE FROM THE PRIOR YEAR.