2025-03-12T09:35:39-05:00 2024-04-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-05-01 522007028 COLLEGE SUMMIT INC COLL 2023191763 1140 3RD STREET NE 320 WASHINGTON DC 20002 GARY Z LINNEN CEO 2023191763 2025-03-11 1 1 AARON M FOX P01365820 2022274000 2023 2025-03-06 01:10:19Z PEERFORWARD GARY Z LINNEN 1140 3RD STREET NE 320 WASHINGTON DC 20002 2739665 0 X WWW.PEERFORWARD.ORG X 1996 DC PEERFORWARD TRANSFORMS THE LIVES OF LOW-INCOME YOUTH BY CONNECTING THEM TO COLLEGE AND CAREER. 17 15 30 170 0 0 12362645 1048845 1008007 1118160 54086 279438 233550 293222 13658288 2739665 94062 0 0 0 2356612 3063762 0 0 561069 2242954 2878544 4693628 5942306 8964660 -3202641 15291276 11751729 2467669 2103577 12823607 9648152 X COLLEGE SUMMIT, INC. D/B/A PEERFORWARD (PEERFORWARD)'S MISSION IS TO UNLEASH THE POWER OF POSITIVE PEER INFLUENCE TO TRANSFORM THE LIVES OF YOUTH LIVING IN LOW-INCOME COMMUNITIES BY CONNECTING THEM TO COLLEGE AND CAREERS. IN LOW-INCOME COMMUNITIES ACROSS AMERICA, PEERFORWARD CREATES A CORPS OF HIGH SCHOOL STUDENTS WHO LEAD THEIR PEERS TO AND THROUGH COLLEGE. 0 0 2773452 1118160 PEERFORWARD - THIS PROGRAM TRAINS INFLUENTIAL HIGH SCHOOL STUDENTS TO BUILD A COLLEGE-GOING CULTURE BY PERSUADING AND COACHING THEIR CLASSMATES AND FRIENDS THROUGH THE COLLEGE ADMISSIONS PROCESS. THESE STUDENTS ARE KNOWN AS PEER LEADERS, AND THEY ARE TRAINING IN POWERFUL SUMMER WORKSHOPS AND SCHOOL-YEAR TRAINING SESSION FOCUSING ON THREE MAJOR CAMPAIGNS SURROUNDING EARLY FAFSA FILING, APPLYING TO THREE OR MORE POSTSECONDARY INSTITUTIONS AND CONNECTING CAREER WITH ACADEMIC CHOICES AND PLANNING. 103829 INNOVATION - THIS PROGRAM DESIGNS AND EXPLORES NEW WAYS TO HELP ALL STUDENTS IN LOW-INCOME COMMUNITIES NAVIGATE THE COLLEGE-GOING PROCESS BY COLLABORATING WITH GOVERNMENT, TECHNOLOGY COMPANIES, BUSINESSES, FOUNDATIONS AND POLICY ORGANIZATIONS. IT CREATES NEW WAYS TO REACH STUDENTS, SUCH AS THE DEVELOPMENT OF MOBILE APPLICATIONS THAT GUIDE STUDENTS AND FAMILIES THROUGH THE COLLEGE ACCESS PROCESS AND SUPPORT PROGRAM ALUMNI BY PROVIDING INFORMATION AND ENCOURAGEMENT TO STAY ON TRACK WHILE IN COLLEGE. 2877281 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 53 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AZ CA CO CT FL GA IL IN KS KY MA MD ME MI MO MS NC PA OH NY NJ NH ND OK RI SC TN UT WA WI WV X GARY Z LINNEN 2023191763 1140 3RD STREET NE 320 WASHINGTON DC 20002 GARY Z LINNEN CEO 40.00 X X 313741 0 18968 RENEE TRIBBETT SECRETARY/MD OF OPERATIONS 40.00 X X 123041 0 13861 NICHOLAS M FLORIO CHAIR 1.00 X X 0 0 0 RAMSEY WALKER TREASURER 1.00 X X 0 0 0 BORIS BERSHTEYN BOARD MEMBER 1.00 X 0 0 0 BILLY BUTCHER BOARD MEMBER 1.00 X 0 0 0 HOWARD BYCK BOARD MEMBER 1.00 X 0 0 0 KARIN GOLDMARK BOARD MEMBER 1.00 X 0 0 0 ROBERT GRASTY BOARD MEMBER 1.00 X 0 0 0 JOSHUA GREENWALD BOARD MEMBER 1.00 X 0 0 0 AMANDA HALE BOARD MEMBER 1.00 X 0 0 0 TIMOTHY HOEFFNER BOARD MEMBER 1.00 X 0 0 0 AADON PENNY BOARD MEMBER 1.00 X 0 0 0 DIONNE ROGERS BOARD MEMBER 1.00 X 0 0 0 JB SCHRAMM BOARD MEMBER 1.00 X 0 0 0 DANA WARREN BOARD MEMBER 1.00 X 0 0 0 FRANK S WILLIAMS BOARD MEMBER 1.00 X 0 0 0 RAQUEL FIGUEROA MD OF PROGRAM & INNOVATION 40.00 X 144370 0 17634 SHYLA INGRAM DIRECTOR OF FINANCE 40.00 X 91584 0 7433 REAGAN WALKER MD OF DEVELOPMENT 40.00 X 128977 0 18524 JULIE CIPRIANI MD OF MARKETING & CREATIVE SERVICES 40.00 X 117690 0 13757 CHRISTOPHER SHIRES DIRECTOR, STRATEGIC PARTNERSHIPS 40.00 X 106056 0 12206 1025459 0 102383 6 0 1 0 GROVE COLLECTIVE FOUNDATION 5185 MACARTHUR BOULEVARD NW SUITE WASHINGTON DC 20016 PROGRAM-RELATED PROJECT SERVICES 137496 ROBYN SCATES 5930 FAIRLEE ROAD ELKRIDGE MD 21075 LEGAL AND HR SERVICES 114881 VAULT CONSULTING LLC 8401 GREENSBORO DRIVE SUITE 500 MCLEAN VA 22102 ACCOUNTING SERVICES 102381 3 1048845 1048845 AGENCY AND SCHOOL FEES 900099 1118160 1118160 1118160 279438 279438 276560 0 276560 276560 276560 OTHER INCOME 900099 16662 16662 16662 2739665 1118160 0 572660 823256 455699 268755 98802 1790369 701287 865479 223603 41061 14106 21611 5344 224434 92758 102384 29292 184642 81053 80691 22898 54101 54101 67617 67617 464569 241061 98708 124800 29393 29393 245423 171970 71822 1631 267707 12117 249273 6317 313067 313067 773693 619326 118471 35896 3914 3914 73451 73451 56481 1599 54882 COLLEGE HOSTING/CATER 467667 428735 27580 11352 AWARDS & HONORARIA 46736 42845 2757 1134 BAD DEBT EXPENSES 14725 14725 5942306 2877281 2503956 561069 500581 928592 7009626 5016239 5538372 3721514 397688 459002 36744 103007 852690 590886 311598 261804 1496667 1261571 15291276 11751729 270846 184667 56378 87634 152575 148758 1987870 1682518 2467669 2103577 X 7149595 5875803 5674012 3772349 12823607 9648152 15291276 11751729 -3202641 27186 0 X 0 1 X 1 0 X 2174471 3521775 4911573 12362645 1048845 24019309 2174471 3521775 4911573 12362645 1048845 24019309 8303418 15715891 284553 555998 840551 22628 3083 16662 42373 24902233 5039077 0.63110 0.66700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 22,628. 2022 AMOUNT: $ 3,083. 2023 AMOUNT: $ 16,662. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 502714 290027 212687 258537 219217 39320 91439 81642 9797 261804 OPERATING RIGHT OF USE ASSET 1208920 DEPOSITS 52651 1261571 OPERATING LEASE LIABILITY 1649212 SECURITY DEPOSITS 33306 1682518 X 2852302 27186 85451 112637 2739665 0 2739665 6027757 85451 85451 5942306 0 5942306 PART X, LINE 2: PEERFORWARD EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED APRIL 30, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X 0 0 0 0 0 0 0 1 0 GARY Z LINNEN CEO 268741 0 45000 0 0 0 11067 0 7901 0 332709 0 0 0 RAQUEL FIGUEROA MD OF PROGRAM & INNOVATION 144370 0 0 0 0 0 6050 0 11584 0 162004 0 0 0 PART I, LINE 7 DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2023, NON-FIXED DISCRETIONARY BONUSES WERE PAID TO GARY Z. LINNEN, CEO, AND SHYLA INGRAM, MANAGING DIRECTOR OF FINANCE. GROVE COLLECTIVE FOUNDATION 35% OR MORE OWNED BUSINESS OF BOARD MEMBER J.B. SCHRAMM 137496 PROGRAM-RELATED PROJECT SERVICES 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED DURING THE FISCAL YEAR ENDING APRIL 30, 2024 TO UPDATE THE NUMBER OF VOTING MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE DIRECTOR OF FINANCE. THE DRAFT FEDERAL FORM 990 IS THEN PRESENTED TO THE FINANCE COMMITTEE AND FINALLY TO THE BOARD OF DIRECTORS BEFORE SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CURRENTLY THERE ARE TWO CONFLICT OF INTEREST POLICIES IN PLACE. ONE IS FOR EMPLOYEES AND ONE FOR BOARD MEMBERS. THE FOLLOWING PROCESS IS FOR EMPLOYEES: - ALL NEW HIRES RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY AND SIGN RECEIPT OF READING AND UNDERSTANDING THE POLICY. - EMPLOYEES ARE NOTIFIED OF THE WHISTLE BLOWING POLICY THAT ENSURES PROTECTION FROM RETALIATION OF EMPLOYEE'S REPORTING CONFLICT OF INTEREST VIOLATIONS OR OTHER INFRACTIONS. - ALL EMPLOYEES ARE PROVIDED WITH COPIES OF ALL POLICIES IN THE EMPLOYEE HANDBOOK AS WELL. THE FOLLOWING PROCESS IS FOR BOARD MEMBERS: - BOARD MEMBERS ARE GIVEN THE CONFLICT OF INTEREST POLICY WHEN THEY JOIN THE BOARD OF DIRECTORS. THE SECRETARY (AND/OR VP, HUMAN RESOURCES) TO THE BOARD OF DIRECTORS PROVIDES AN OVERVIEW OF THE POLICY. - ANNUALLY BOARD MEMBERS SIGN A CERTIFICATE OF ACKNOWLEDGMENT OF HAVING RECEIVED A COPY, AND READ THE POLICY. THE CERTIFICATE OF ACKNOWLEDGEMENT IS THEN REVIEWED BY THE GENERAL COUNSEL. IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OF DIRECTORS DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE CORRECTIVE OR DISCIPLINARY ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS AUTHORIZED TO MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS REGARDING EXECUTIVE COMPENSATION. THE EXECUTIVE COMMITTEE'S PROCESS IN SETTING COMPENSATION SHALL INCLUDE ALL OF THESE ELEMENTS: (1) REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS AS PROVIDED FOR IN THE BYLAWS; (2) USE OF COMPARABLE COMPENSATION DATA; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. REVIEW AND APPROVAL - THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. USE OF COMPARABLE COMPENSATION DATA - THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING - THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. THE EXECUTIVE COMMITTEE SHALL MAKE THIS DETERMINATION AT LEAST ONCE ANNUALLY. FINAL BOARD ACTION - ONLY THOSE DIRECTORS WHO ARE FREE OF CONFLICTS OF INTEREST MAY VOTE ON EXECUTIVE COMPENSATION. THE BOARD OF DIRECTORS REVIEW AND APPROVE CEO COMPENSATION, AFTER A REVIEW OF COMPARABILITY DATA OR OTHER EVIDENCE THAT COMPENSATION IS REASONABLE, AND CONTEMPORANEOUSLY SUBSTANTIATE ITS DELIBERATION AND DECISION IN THE MINUTES. IN REGARDS TO THE NON-CEO SALARY, EACH YEAR THE BOARD OF DIRECTORS REVIEWS AND APPROVES A FISCAL YEAR BUDGET, ONE ELEMENT OF WHICH INCLUDES ANY PROPOSED SALARY ADJUSTMENTS AND THE BASES THEREFORE. A FULL COMPENSATION ANALYSIS/STUDY FOR THE ENTIRE ORGANIZATION (INCLUDING THE CEO) WAS LAST PERFORMED IN JANUARY 2023. FORM 990, PART VI, SECTION C, LINE 19 PEERFORWARD MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FEDERAL FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.