2025-12-15T15:56:58-06:00 2025-07-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2024-08-01 521847000 COUNCIL ON GOVERNMENTAL RELATIONS COUN 2022896655 601 13TH STREET NW 12TH FLOOR WASHINGTON DC 20005 MICHAEL MATTHEW OWENS PRESIDENT 2022896655 2025-12-15 1 0 ADAM KUCZYNSKI CPA P01560606 7035190990 2025-12-12 2024 2025-03-06 01:10:19Z MICHAEL MATTHEW OWENS 601 13TH STREET NW 12TH FLOOR WASHINGTON DC 20005 3333311 0 X COGR.EDU X 1948 DC SEE SCHEDULE O. 18 18 9 26 0 0 0 0 2877317 3251518 66790 81793 0 0 2944107 3333311 0 0 0 0 2181917 2357809 0 0 0 673854 855092 2855771 3212901 88336 120410 3399716 4863588 866106 2092851 2533610 2770737 X SEE SCHEDULE O. 0 0 2564571 0 3251518 THE COUNCIL PROMOTED POLICIES AND PRACTICES IN RESEARCH AND TRAINING THAT FAIRLY REFLECT THE MUTUAL INTERESTS AND SEPARATE OBLIGATIONS OF RESEARCH INSTITUTIONS AND FEDERAL AND OTHER SPONSORS. THE COUNCIL CONDUCTED OBJECTIVE AND TIMELY ANALYSIS OF FINANCIAL, COMPLIANCE, ADMINISTRATIVE AND INTELLECTUAL PROPERTY ISSUES IN RESEARCH FOR THE BENEFIT OF ITS MEMBERS, THEIR SPONSORS AND OTHER HIGHER EDUCATION ASSOCIATIONS. THE COUNCIL ALSO WORKED WITH GOVERNMENTAL AGENCIES AND OTHER ORGANIZATIONS TO DEVELOP A COMMON UNDERSTANDING OF THE IMPACT THAT POLICIES, REGULATIONS AND PRACTICES MAY HAVE ON THE RESEARCH OF ITS MEMBERSHIP. 2564571 1 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MICHAEL MATTHEW OWENS 2022896655 601 13TH STREET NW FLOOR 12 WASHINGTON DC 20005 NAOMI SCHRAG CHAIR OF THE BOARD 1.00 X X 0 0 0 JEREMY FORSBERG BOARD MEMBER 1.00 X 0 0 0 STEPHANIE GRAY BOARD MEMBER 1.00 X 0 0 0 CHARLES GREER BOARD MEMBER 1.00 X 0 0 0 SOPHIA HERBERT-PETERSON BOARD MEMBER 1.00 X 0 0 0 VIVIAN HOLMES BOARD MEMBER 1.00 X 0 0 0 JENNIFER LASSNER BOARD MEMBER 1.00 X 0 0 0 LISA MOSLEY BOARD MEMBER 1.00 X 0 0 0 DEBORAH MOTTON BOARD MEMBER 1.00 X 0 0 0 JENNIFER PONTING BOARD MEMBER 1.00 X 0 0 0 CRAIG REYNOLDS BOARD MEMBER 1.00 X 0 0 0 TODD SHERER BOARD MEMBER 1.00 X 0 0 0 GEETA SWAMY BOARD MEMBER 1.00 X 0 0 0 THERESA COLECCHIA BOARD MEMBER 1.00 X 0 0 0 ALLEN DIPALMA BOARD MEMBER 1.00 X 0 0 0 ELIZABETH PELOSO BOARD MEMBER (FROM FEB 2025) 1.00 X 0 0 0 MIKE LEGRAND BOARD MEMBER (FROM FEB 2025) 1.00 X 0 0 0 LORI SCHULZ BOARD MEMBER (FROM FEB 2025) 1.00 X 0 0 0 SARAH AXLEROD BOARD MEMBER (THRU DEC 2024) 1.00 X 0 0 0 MICHAEL MATTHEW OWENS PRESIDENT 40.00 X 360902 0 93839 TONI RUSSO COO AND SECRETARY 40.00 X 179850 0 36290 DAVID KENNEDY SENIOR FELLOW (THRU JAN 2025) 24.00 X 201035 0 43727 JEFFREY SILBER TREASURER 1.00 X 0 0 0 KRISTIN WEST DIRECTOR 40.00 X 274774 0 62864 KRYSTAL TOUPS DIRECTOR 40.00 X 246144 0 46065 KEVIN WOZNIAK DIRECTOR 40.00 X 160404 0 24061 ROBERT HARDY DIRECTOR (THRU JUL 2024) 24.00 X 150165 0 22525 1573274 0 329371 7 0 1 0 0 MEMBERSHIP DUES 813000 2724143 2724143 MEETING REGISTRATIONS 561920 476875 476875 ERI PILOT PROGRAM 900099 50500 50500 3251518 81793 81793 3333311 3251518 0 81793 1791070 1432856 358214 354834 283867 70967 45607 36486 9121 43778 35022 8756 122520 98016 24504 49396 49396 26900 26900 144425 114654 29771 1158 1158 38667 30198 8469 11112 8890 2222 41879 33503 8376 115929 92743 23186 371616 371616 14187 14187 DUES & SUBSCRIPTIONS 39823 26720 13103 3212901 2564571 648330 0 619181 1217516 353580 787652 24788 36000 4681 17501 2397486 2713889 0 91030 3399716 4863588 167406 421646 698700 1580175 0 91030 866106 2092851 X 2533610 2770737 2533610 2770737 3399716 4863588 120410 260867 -144150 0 X 0 1 X 1 0 X 1739452 2961293 2646001 2877317 3251518 13475581 1739452 2961293 2646001 2877317 3251518 13475581 0 0 0 13475581 55659 146878 63403 66790 81793 414523 55659 146878 63403 66790 81793 414523 1795111 3108171 2709404 2944107 3333311 13890104 0.97020 0.96920 0.02980 0.03000 X 0 1 0 0 0 0 0 0 1 1009 1009 0 PART II-B, LINE 1: COGR STAFF SHARED ANALYSIS AND DISCUSSED POTENTIAL IMPROVEMENTS TO FEDERAL RESEARCH POLICY LEGISLATION WITH STAFF AT OTHER ORGANIZATIONS WHO USED THAT INFORMATION IN THEIR DIRECT LOBBYING ACTIVITIES TO AFFECT FEDERAL LEGISLATION. 0 OPERATING LEASE LIABILITY 91030 91030 3594178 260867 260867 3333311 0 3333311 3212901 0 3212901 0 3212901 X X X 0 0 0 0 0 0 0 0 0 MICHAEL MATTHEW OWENS PRESIDENT 360902 0 0 0 0 0 54135 0 39704 0 454741 0 0 0 KRISTIN WEST DIRECTOR 274774 0 0 0 0 0 41216 0 21648 0 337638 0 0 0 KRYSTAL TOUPS DIRECTOR 246144 0 0 0 0 0 36922 0 9143 0 292209 0 0 0 DAVID KENNEDY SENIOR FELLOW (THRU JAN 2025) 201035 0 0 0 0 0 30155 0 13572 0 244762 0 0 0 TONI RUSSO COO AND SECRETARY 179850 0 0 0 0 0 26977 0 9313 0 216140 0 0 0 KEVIN WOZNIAK DIRECTOR 160404 0 0 0 0 0 24061 0 0 0 184465 0 0 0 ROBERT HARDY DIRECTOR (THRU JUL 2024) 150165 0 0 0 0 0 22525 0 0 0 172690 0 0 0 FORM 990, PART I, LINE 1: COGR IS AN ASSOCIATION OF LEADING UNIVERSITIES AND RESEARCH INSTITUTIONS. WE ARE THE NATIONAL AUTHORITIES ON THE FINANCIAL AND REGULATORY INFRASTRUCTURE, AND THE CORRESPONDING COMPLIANCE REQUIREMENTS ASSOCIATED WITH MANAGING FEDERAL RESEARCH GRANTS AND CONTRACTS WITHIN RESEARCH INSTITUTIONS. WE PROVIDE INFORMATION, ANALYSES, ADVICE, POLICY PERSPECTIVE, AND HISTORICAL CONTEXT TO OUR MEMBERS IN THE AREAS OF RESEARCH ADMINISTRATION AND COMPLIANCE, FINANCIAL OVERSIGHT, AND INTELLECTUAL PROPERTY. COGR COMMUNICATES THE VIEWPOINT AND CONCERNS OF ITS MEMBERS AND FOSTERS PRODUCTIVE RELATIONSHIPS BETWEEN THE RESEARCH COMMUNITY AND FEDERAL POLICYMAKERS, ADVOCATING FOR INNOVATION AND CHANGE THAT AVOID UNNECESSARY REGULATORY BURDEN. FORM 990, PART III, LINE 1: COGR IS AN ASSOCIATION OF LEADING UNIVERSITIES AND RESEARCH INSTITUTIONS. WE ARE THE NATIONAL AUTHORITIES ON THE FINANCIAL AND REGULATORY INFRASTRUCTURE, AND THE CORRESPONDING COMPLIANCE REQUIREMENTS ASSOCIATED WITH MANAGING FEDERAL RESEARCH GRANTS AND CONTRACTS WITHIN RESEARCH INSTITUTIONS. WE PROVIDE INFORMATION, ANALYSES, ADVICE, POLICY PERSPECTIVE, AND HISTORICAL CONTEXT TO OUR MEMBERS IN THE AREAS OF RESEARCH ADMINISTRATION AND COMPLIANCE, FINANCIAL OVERSIGHT, AND INTELLECTUAL PROPERTY. COGR COMMUNICATES THE VIEWPOINT AND CONCERNS OF ITS MEMBERS AND FOSTERS PRODUCTIVE RELATIONSHIPS BETWEEN THE RESEARCH COMMUNITY AND FEDERAL POLICYMAKERS, ADVOCATING FOR INNOVATION AND CHANGE THAT AVOID UNNECESSARY REGULATORY BURDEN. FORM 990, PART VI, SECTION A, LINE 6 THE COUNCIL HAS THREE CATEGORIES OF MEMBERSHIP: (1) RESEARCH UNIVERSITIES, WHICH ARE INSTITUTIONS OF HIGHER EDUCATION THAT GIVE A HIGH PRIORITY TO GRADUATE EDUCATION AND RESEARCH AND ARE AUTHORIZED TO CONFER A DOCTORAL DEGREE; (2) RESEARCH FOUNDATIONS, WHICH ARE SEPARATELY INCORPORATED FOUNDATIONS CONNECTED TO A RESEARCH UNIVERSITY; AND (3) AFFILIATED ORGANIZATIONS, WHICH INCLUDE HOSPITALS OR RESEARCH INSTITUTES WITH A STRONG, CONTINUING RESEARCH ALLIANCE WITH A MEMBER UNIVERSITY. AFFILIATED ORGANIZATIONS ARE CONSIDERED ASSOCIATE MEMBERS OF THE COUNCIL AND ARE ENTITLED TO THE SAME MEMBERSHIP BENEFITS AS REGULAR MEMBERS. EACH APPLICANT SHOULD HAVE FEDERALLY SPONSORED RESEARCH EXPENDITURES OF AT LEAST $15 MILLION ANNUALLY AS REPORTED BY THE NATIONAL SCIENCE FOUNDATION (OR SUCH OTHER ORGANIZATIONS AS THE BOARD MAY FROM TIME TO TIME DESIGNATE). FORM 990, PART VI, SECTION A, LINE 7B THE ARTICLES OF INCORPORATION MAY BE AMENDED BY AN AFFIRMATIVE VOTE OF AT LEAST TWO THIRDS (2/3) OF THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B COGRS FORM 990 IS PREPARED BY ITS INDEPENDENT ACCOUNTING FIRM AND IS REVIEWED BY THE PRESIDENT AND BOARD. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO EACH MEMBER OF THE GOVERNING BODY AS WELL AS TO ALL OFFICERS; EACH IS REMINDED TO REVIEW THE POLICY AND TO REPORT ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED IN ACCORDANCE WITH SALARY DATA FROM WHES (WASHINGTON HIGHER EDUCATION SECRETARIAT). TIME IN POSITION AND EXPERIENCE ARE ALSO CONSIDERATION FACTORS FOR NEW HIRES. ALL COMPENSATIONS CHANGES MUST BE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUEST FOR COPIES OF THESE DOCUMENTS WERE TO BE RECEIVED, THE COUNCIL WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR.