2025-10-07T15:29:19-05:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 203675989 COLLEGIATE DIRECTIONS INC COLL 3019074877 4827 RUGBY AVE 001 BETHESDA MD 20814 AMMA FELIX PRESIDENT 3019074877 2025-10-07 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z AMMA FELIX 4827 RUGBY AVE 001 BETHESDA MD 20814 1895510 0 X N/A X 2005 MD SEE PART III, LINE 1. 13 13 18 86 0 0 1630357 1851245 0 0 20726 28605 -27337 -6411 1623746 1873439 6913 10661 0 0 1207173 1274994 90000 129000 346986 273774 436565 1577860 1851220 45886 22219 2086532 2046460 326618 263653 1759914 1782807 X CDI'S MISSION IS TO IDENTIFY LOW-INCOME, FIRST GENERATION-TO-COLLEGE STUDENTS AND HELP THEM ACCESS AND GRADUATE FROM SELECTIVE, BEST-FIT, FOUR-YEAR COLLEGES. IN THE PROCESS, WE BUILD LEADERS AND SCHOLARS THROUGH INDIVIDUALIZED COACHING AND MENTORING. WE ALSO LEVERAGE OUR EXPERTISE BY PROVIDING COST-EFFECTIVE COLLEGE ADVISING TRAINING TO PUBLIC SCHOOL SYSTEMS AND EDUCATIONAL NONPROFIT ORGANIZATIONS. 0 0 539510 10661 SCHOLARS PROGRAM: CDI PROVIDES COMPREHENSIVE COLLEGE COUNSELING, TARGETED TUTORING, TEST PREPARATION, STUDY SKILLS, LEADERSHIP TRAINING, AND ONGOING SUPPORT, STARTING IN 10TH GRADE AND CONTINUING THROUGH SUCCESSFUL COLLEGE GRADUATION. 286166 MENTAL HEALTH/WELLNESS INITITATIVE: THIS PROGRAM AIMS TO ADDRESS THE SCHOLARS' MENTAL HEALTH, SOCIAL AND EMOTIONAL GROWTH IN MEETING THE WELLNESS CHALLENGES THEY FACE FROM THEIR HIGH SCHOOL THROUGH COLLEGE YEARS. 214123 CAREER MENTORING INITIATIVE: CDI FOCUSES ON CAREER COACHING AND ACCESS TO WORKFORCE OPPORTUNITIES THROUGH EXPERIENTIAL LEARNING AND CONNECTS SCHOLARS WITH ACCOMPLISHED PROFESSIONALS IN THEIR CHOSEN FIELDS. 191524 SCHOOL SUPPORT PROGRAM: CDI PROVIDES TAILORED CONSULTING FOCUSED ON HELPING HIGH SCHOOL COUNSELORS AND STAFF IMPROVE THEIR COLLEGE ADVISING AND SUPPORITNG STUDENT TO FIND THEIR BEST-FIT COLLEGE. 191524 1231323 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 18 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MD X MALVINA KAY 3019074877 4827 RUGBY AVE NO 001 BETHESDA MD 20814 ALICIA RITCHIE CHAIR 1.00 X X 0 0 0 I HOWARD DIENER TREASURER 1.00 X X 0 0 0 TINISHA AGRAMONTE DIRECTOR 1.00 X 0 0 0 ANAND ANANDALINGAM DIRECTOR 1.00 X 0 0 0 SHELLON BLANCHARD-CLARKE DIRECTOR 1.00 X 0 0 0 BRIAN K BRIDGES DIRECTOR 1.00 X 0 0 0 ANN MARIE ETERGINO DIRECTOR 1.00 X 0 0 0 GIHAN FERNANDO DIRECTOR 1.00 X 0 0 0 LISETTE GARCIA DIRECTOR 1.00 X 0 0 0 KENNETH M JONES II DIRECTOR 1.00 X 0 0 0 MANISHA KAPANI DIRECTOR 1.00 X 0 0 0 MARYANNE LAVAN DIRECTOR 1.00 X 0 0 0 MELISSA WELCH DIRECTOR 1.00 X 0 0 0 AMMA FELIX PRESIDENT 40.00 X 247791 0 13598 247791 0 13598 1 0 1 0 CIMA 333 2ND STEET SE CHARLOTTESVILLE VA 22902 GRANT WRITING 129000 1 140940 437241 1273064 2450 1851245 28605 28605 15660 140940 22071 -6411 -6411 1873439 0 0 22194 10661 10661 261389 130695 44436 86258 803585 742613 4827 56145 37001 34511 100 2390 101233 83824 4370 13039 71786 59164 3205 9417 34616 34616 129000 129000 169095 28612 115483 25000 8535 4859 3676 41607 13725 19850 8032 32835 26605 6074 156 68730 53139 6245 9346 14993 5893 9100 21329 5120 11089 5120 27525 20000 7525 PROFESSIONAL DEVELOPMEN 8673 4292 1299 3082 SCHOLAR EVENT EXPENSES 3918 3918 SCHOLAR ADMIN EXPENSES 3173 3173 MISCELLANEOUS 1536 519 1016 1 1851220 1231323 272911 346986 794791 740995 818385 921902 51950 126452 151170 50208 14783 29802 286917 258807 46231 28110 911 4036 208311 144955 2086532 2046460 118205 117849 208413 145804 326618 263653 X 1331096 1452914 428818 329893 1759914 1782807 2086532 2046460 22219 674 0 X 0 1 X 1 0 X 1637324 1808007 1960189 1630357 1851245 8887122 1637324 1808007 1960189 1630357 1851245 8887122 1835970 7051152 6352 2447 3409 20726 28605 61539 8948661 0.78800 0.71960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45808 45808 0 138700 120963 17737 102409 92036 10373 28110 SECURITY DEPOSIT 4190 RIGHT OF USE ASSET 140765 144955 OPERATING LEASE LIABILITY 145804 145804 1960117 674 63933 22071 86678 1873439 0 1873439 1937224 63933 22071 86004 1851220 0 1851220 PART XI, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED AGAINST REVENUE ON PART VIII, LINE 8B 22,071. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED AGAINST REVENUE ON PART VIII, LINE 8B 22,071. X X X X X X 1 CIMA CONSULTING 333 2ND STREET SE CHARLOTTESVILLE VA 22902 GRANT WRITING 0 0 129000 -129000 129000 -129000 MD ANNUAL BENEFIT 156600 140940 15660 9000 11776 1295 156600 140940 15660 9000 11776 1295 22071 -6411 1 GW UNIVERSITY EMERGENCY GRANT 1 3173 AL NEELY GRANT 4 7000 MUHLENBERG EMERGENCY GRANT 1 488 PART I, LINE 2: CDI OFFERS TWO TYPES OF GRANTS: THOSE PAID DIRECTLY TO STUDENTS TO COVER EXPENSES RELATED TO UNPAID INTERNSHIPS; AND GRANTS GIVEN FOR EMERGENCY SITUATIONS. SCHOLARS WHO RECEIVE GRANTS TO COVER EXPENSES FOR UNPAID INTERNSHIPS MUST PROVIDE A FORMAL OFFER LETTER FROM THE EMPLOYER AND THEN THE GRANT IS AWARDED. THE GRANT IS USED TO COVER ANY EXPENSES INCURRED DURING THE INTERNSHIP AND IN GENERAL DOES NOT COVER 100% OF THEIR EXPENSES, AS MANY OF THE INTERNSHIPS ARE OUT-OF-STATE. THE EMERGENCY FUNDS ARE USUALLY PAID DIRECTLY TO AN INSTITUTION AND NOT DIRECTLY TO A SCHOLAR, FOR EXAMPLE, A SCHOLAR MAY NEED EMERGENCY ASSISTANCE FOR TUITION. THE SCHOOL SUBMITS AN INVOICE DIRECTLY TO CDI AND IT IS PAID. IF A SCHOLAR UNEXPECTEDLY HAS SCHOOL RELATED TRAVEL EXPENSES, UPON CONFIRMATION/APPROVAL OF THE EVENT, PAYMENTS ARE MADE DIRECTLY TO THE COMPANY THAT PROVIDED THE SERVICE. OUR FAMILIES ARE LOW-INCOME AND IN AN EMERGENCY RARELY ARE BEING REIMBURSED FOR OUT-OF-POCKET EXPENSES; APPROVED GRANTS IN THESE SITUATIONS ARE PAID DIRECTLY TO PROVIDERS. X X 0 0 0 0 0 0 0 0 0 AMMA FELIX PRESIDENT 247791 0 0 0 0 0 12390 0 1208 0 261389 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. THE OPERATIONS MANAGER, PRESIDENT AND BOARD OF DIRECTORS WERE PROVIDED A COPY OF THE RETURN FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH INTERESTED PERSON, IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, MUST PROMPTLY DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE NOMINATING AND GOVERNANCE COMMITTEE. A DIRECTOR MAY RECUSE HIMSELF OR HERSELF AT ANY TIME FROM INVOLVEMENT IN ANY DECISION OR DISCUSSION IN WHICH THE DIRECTOR BELIEVES HE OR SHE HAS OR MAY HAVE A CONFLICT OF INTEREST, WITHOUT GOING THROUGH THE PROCESS FOR DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS. AFTER DISCLOSURE OF A FINANCIAL INTEREST AND ALL MATERIAL FACTS IN A MEETING WITH THE NOMINATING AND GOVERNANCE COMMITTEE, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE WILL LEAVE THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING COMMITTEE MEMBERS WILL DETERMINE IF A CONFLICT OF INTEREST EXISTS AND SHARE THEIR FINDINGS AT THE NEXT BOARD MEETING TO BE RECORDED IN THE MINUTES. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT A NOMINATING AND GOVERNANCE COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE WILL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION, ARRANGEMENT, OR OTHER MATTER INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE NOMINATING AND GOVERNANCE COMMITTEE WILL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE NOMINATING AND GOVERNANCE COMMITTEE WILL DETERMINE WHETHER CDI CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A FINANCIAL CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A FINANCIAL CONFLICT OF INTEREST, THE NOMINATING AND GOVERNANCE COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN CDI'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT WILL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE NOMINATING AND GOVERNANCE COMMITTEE WILL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PART VI, SECTION B, LINE 15A CDI USED AN EXECUTIVE SEARCH FIRM TO FILL THE PRESIDENT POSITION IN 2017. THE FIRM MET WITH MEMBERS OF THE BOARD TO DETERMINE STRATEGY, PROVIDE INFORMATION REGARDING COMPENSATION AND RESPONSIBILITIES LEADING TO A PROPER HIRE. IN DECEMBER 2023, AN INTERNAL EXECUTIVE COMPENSATION STUDY WAS COMPLETED BY CDI AND REVIEWED BY ALL BOARD MEMBERS. THIS STUDY IS NOW THE BASIS FOR THE BOARD'S ANNUAL EXECUTIVE COMPENSATION DECISIONS. THE BOARD AGREED TO CONDUCT AN EXECUTIVE COMPENSATION STUDY EVERY THREE YEARS AND THE CURRENT STUDY IS GOOD THROUGH DECEMBER 2026. COMPENSATION DECISIONS ARE DISCUSSED AND DOCUMENTED AND A VOTE REGARDING COMPENSATION TAKES PLACE DURING EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.