2024-11-13T10:23:26-06:00 2024-06-30 141555429 UHY ADVISORS NORTHEAST INC 4 TOWER PLACE EXECUTIVE PARK 7TH FLOOR ALBANY NY 12203 990 2023-07-01 132707879 COMMISSION ON INDEPENDENT COLLEGES AND UNIVERSITIES COMM 5184364781 17 ELK ST FL 2 ALBANY NY 12207 LOLA W BRABHAM PRESIDENT 5184364781 2024-11-15 1 0 XIAOQIANG ZHANG P01577994 5184493166 2024-10-30 2023 2024-10-15 13:58:12Z LOLA W BRABHAM 17 ELK ST FL 2 ALBANY NY 12207 2820804 0 X WWW.CICU.ORG & WWW.NYCOLLEGES.ORG X 1956 NY MEMBERSHIP ASSOCIATION FOR INDEPENDENT COLLEGE AND UNIVERSITY CHIEF EXECUTIVES. 26 26 15 35 20011 0 34436 123873 2224959 2239851 50190 167635 49385 93594 2358970 2624953 0 0 0 0 1963391 1874790 0 0 0 438640 483387 2402031 2358177 -43061 266776 8890201 9246059 2593203 2476545 6296998 6769514 MEMBERSHIP ASSOCIATION FOR INDEPENDENT COLLEGE AND UNIVERSITY CHIEF EXECUTIVES. 0 0 1945187 2386969 THE COORDINATING ORGANIZATION AND PUBLIC FORUM REPRESENTING MORE THAN 100 MEMBER NOT-FOR-PROFIT INSTITUTIONS OF HIGHER EDUCATION IN THE INDEPENDENT SECTOR. LIAISON AND REPRESENTATIVE OF MEMBERS TO VARIOUS STATE LEGISLATIVE COMMITTEES AND STATE AGENCIES. PRODUCE VARIOUS PUBLICATIONS AND PRESENTATIONS PROMOTING ADMISSION TO INDEPENDENT COLLEGES AND UNIVERSITIES. 1945187 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 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 1 0 0 0 1 16 0 1 15 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LOLA W BRABHAM 5184364781 17 ELK ST FL 2 ALBANY NY 12207 VICTOR ALICEA TRUSTEE (TO MARCH) 0.50 X 0 0 0 CHRISTOPHER AMES TRUSTEE 0.50 X 0 0 0 THOMAS BAILEY TRUSTEE 0.50 X 0 0 0 DONALD BOOMGAARDEN TRUSTEE (TO MARCH) 0.50 X 0 0 0 LEON BOTSTEIN TRUSTEE 0.50 X 0 0 0 ELIZABETH BRADLEY TRUSTEE (TO MARCH) 0.50 X 0 0 0 FRANCES BRONET TRUSTEE 0.50 X 0 0 0 SUSAN BURNS TRUSTEE (FROM MARCH) 0.50 X 0 0 0 CINNAMON CARLARNE TRUSTEE (FROM MARCH) 0.50 X 0 0 0 MICHAEL CASSIDY TRUSTEE 0.50 X 0 0 0 KIMBERLY CLINE TRUSTEE (FROM MARCH) 0.50 X 0 0 0 LA JERNE TERRY CORNISH TRUSTEE (FROM MARCH) 0.50 X 0 0 0 ANTHONY CROWELL TRUSTEE 0.50 X 0 0 0 BASSAM DEEB TRUSTEE 0.50 X 0 0 0 SHARON DEVIVO TRUSTEE 0.50 X 0 0 0 HANK FOLEY TRUSTEE (FROM MARCH) 0.50 X 0 0 0 RUPERT HAYLES TRUSTEE (FROM MARCH) 0.50 X 0 0 0 ALAN KADISH TRUSTEE (TO MARCH) 0.50 X 0 0 0 MARVIN KRISLOV TRUSTEE (FROM MARCH) 0.50 X 0 0 0 JAMES LENTINI TRUSTEE 0.50 X 0 0 0 SR MARY EILEEN O'BRIEN TRUSTEE (TO MARCH) 0.50 X 0 0 0 LYNN ORTALE TRUSTEE (FROM MARCH) 0.50 X 0 0 0 SUSAN PARISH TRUSTEE (FROM MARCH) 0.50 X 0 0 0 ELIZABETH PAUL TRUSTEE 0.50 X 0 0 0 SHAEL POLAKOW-SURANSKY TRUSTEE 0.50 X 0 0 0 CHARLES SEIFERT TRUSTEE (FROM MARCH) 0.50 X 0 0 0 TANIA TETLOW TRUSTEE (FROM MARCH) 0.50 X 0 0 0 TOYIN TOFADE TRUSTEE (FROM MARCH) 0.50 X 0 0 0 DAVID WIPPMAN TRUSTEE (TO MARCH) 0.50 X 0 0 0 MARCIA WHITE TRUSTEE 0.50 X 0 0 0 DAVID MUNSON CHAIR (TO MARCH) 0.50 X X 0 0 0 DAVID HARRIS VICE-CHAIR 0.50 X X 0 0 0 LAURA SPARKS VICE-CHAIR (TO MARCH) 0.50 X X 0 0 0 LORRIE CLEMO SECRETARY 0.50 X X 0 0 0 JOANNE PASSARO TREASURER (TO MARCH) 0.50 X X 0 0 0 LOLA BRABHAM PRESIDENT 35.63 1.87 X 314175 16536 33430 KEITH CUSHING VP RESEARCH/ADMIN 37.50 X 129617 0 46876 SUSAN NESBITT-PEREZ VP OUTREACH/FINANCIAL AID 37.50 X 140995 0 14148 EMILY MORGESE VP OPERATIONS/BOARD GOVERN 37.50 X 99580 0 37518 CLAIRE MILLER VP STRATEGIC DEV/CHIEF OF 37.50 X 114520 0 22846 EDICECIL SAMANIEGO CFO 37.50 X 110181 0 44880 THOMAS SCHNURR DIRECTOR OF GOV AFFAIRS 35.63 1.87 X 81225 4275 38991 990293 20811 238689 5 0 1 0 0 109921 13952 123873 MEMBERSHIP DUES & ASSE 900099 2239851 2239851 2239851 167635 167635 122316 195851 -73535 -73535 -73535 SPONSORSHIP REVENUE 900099 111500 111500 MISCELLANEOUS 900099 35618 35618 AFFINITY REVENUE 900099 20011 20011 167129 2624953 2386969 20011 94100 1056895 876530 180365 520236 401437 118799 134644 106618 28026 100771 94975 5796 62244 51891 10353 20026 20026 57000 57000 140152 133903 6249 3683 3350 333 39359 35263 4096 16501 10184 6317 39869 39146 723 57771 56389 1382 26229 26229 17272 16495 777 UBI TAXES 250 250 MEMBERSHIPS 27037 26793 244 DESIGN & PRINTING 20373 20373 BOOKS & PUBLICATIONS 16630 14590 2040 1235 1235 2358177 1945187 412990 0 1529000 1984444 1847974 1828664 1740430 1430163 35701 41779 3012660 2407277 657217 605383 3031731 3340575 48148 15051 8890201 9246059 288146 186097 2285220 2273162 19837 17286 2593203 2476545 X 6296998 6769514 6296998 6769514 8890201 9246059 266776 205740 0 X 0 1 X 1 0 X 126706 306383 15794 34436 123873 607192 2280373 2262947 2208216 2224959 2239851 11216346 2407079 2569330 2224010 2259395 2363724 11823538 0 0 0 11823538 214661 189580 153593 155232 289951 1003017 214661 189580 153593 155232 289951 1003017 55720 67820 81108 139433 147118 491199 2677460 2826730 2458711 2554060 2800793 13317754 0.88780 0.90090 0.07530 0.06960 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 55,720. 2020 AMOUNT: $ 67,820. 2021 AMOUNT: $ 81,108. 2022 AMOUNT: $ 139,433. 2023 AMOUNT: $ 147,118. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 1 0 1 0 0 1 42507 1 0 1 64553 107060 0 PART II-B, LINE 1: THE COMMISSION ON INDEPENDENT COLLEGES AND UNIVERSITIES (CICU) ACTS ON THE POLICY DIRECTIVES OF THE BOARD OF TRUSTEES. THIS MAY INCLUDE ADVOCATING FOR OR AGAINST LEGISLATION, REGULATIONS, EXPENDITURES, OR SIMILAR ACTIVITIES UNDERTAKEN BY PUBLIC AND STATE OFFICIALS. IN FISCAL YEAR 2023-24 THE COMMISSION EXPENDED A TOTAL OF $107,060 IN COMPENSATION AND EXPENDITURES RELATED TO STATE LOBBYING ACTIVITY DIRECTED TOWARD MEMBERS OF THE NEW YORK STATE LEGISLATURE, THE EXECUTIVE CHAMBER AND THE VARIOUS EXECUTIVE AGENCIES, AND OTHER STATE BODIES AND ORGANIZATIONS ASSOCIATED WITH ISSUES AND/OR PROGRAMS INVOLVING HIGHER EDUCATION, AND MEMBERS OF CONGRESS AND OF THE UNITED STATES DEPARTMENT OF EDUCATION. COMPENSATION RELATES TO THE PROPORTION OF THE STAFF DEVOTED TO STATE LOBBYING ACTIVITY. EXPENSES RELATE TO THE PRODUCTION OF COMMUNICATIONS AND OTHER MATERIALS PRODUCED FOR USE WITH THE CICU MEMBERSHIP AND POLICYMAKERS, CONSULTANTS, PRINTING COSTS, POSTAGE AND THE LIKE. DURING THE PERIOD, THE COMMISSION ENGAGED IN ADVOCACY RELATING TO ISSUES AND PROGRAMS AFFECTING HIGHER EDUCATION, INCLUDING STUDENT AID, GRANTS, AND OTHER HIGHER EDUCATION FUNDING AND REGULATORY PROGRAMS. IN ADDITION, OTHER LEGISLATIVE AND REGULATORY ACTIVITY INCLUDED ADVOCACY WITH RESPECT TO COVID-19 RESPONSE, STUDENT LOANS, CAMPUS SEXUAL ASSAULT, HIGHER EDUCATION ADMISSIONS, AND OTHER FACETS OF HIGHER EDUCATION. 43000 43000 1986407 1702765 283642 363738 546726 632291 278173 27397 45392 72221 568 605383 OTHER LIABILITIES 8515 OPERATING LEASE LIABILITIES 7556 DUE TO COUNCIL OF GOVERNING BOARDS, INC. 1215 17286 X 3026544 205740 195851 401591 2624953 0 2624953 2554028 195851 195851 2358177 0 2358177 PART X, LINE 2: FASB ASC 740 TEXT OF FINANCIAL STATEMENTS FOOTNOTE RELATED TO UNCERTAIN TAX POSITIONS: THE COMMISSION IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE TAX EXEMPT STATUS OF THE COMMISSION IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE PRIMARY INCOME TAX POSITION TAKEN BY THE COMMISSION FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATION IS THAT THE COMMISSION CONTINUES TO BE EXEMPT FROM INCOME TAXES EXCEPT FOR UNRELATED BUSINESS INCOME. THE COMMISSION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. NONE OF THE COMMISSION'S RETURNS ARE CURRENTLY UNDER EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS") OR STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF RENTAL PROPERTY 195,851. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF RENTAL PROPERTY 195,851. X X X 0 0 0 0 0 0 0 0 0 LOLA BRABHAM PRESIDENT 314175 16536 0 0 0 0 30000 1579 1758 93 345933 18208 0 0 KEITH CUSHING VP RESEARCH/ADMIN 129617 0 0 0 0 0 12618 0 34258 0 176493 0 0 0 SUSAN NESBITT-PEREZ VP OUTREACH/FINANCIAL AID 140995 0 0 0 0 0 12427 0 1721 0 155143 0 0 0 EDICECIL SAMANIEGO CFO 110181 0 0 0 0 0 10655 0 34225 0 155061 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION CONSIDERS DUES-PAYING COLLEGES AND UNIVERSITIES TO BE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE COMMISSION'S MEMBERSHIP ELECTS THE GOVERNING BODY AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE 990 IS DISTRIBUTED TO EACH BOARD MEMBER FOR THEIR REVIEW BEFORE THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S STAFF HANDBOOK COVERS THE DISCLOSURES FOR KEY EMPLOYEES; THE BOARD SIGNS A REAFFIRMATION OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE CICU BOARD MEETS IN EXECUTIVE SESSION DURING ITS APRIL MEETING TO REVIEW AND SET COMPENSATION FOR THE PRESIDENT. DURING THAT SESSION, THE BOARD CONSIDERS COMPENSATION INFORMATION FROM SIMILAR NOT-FOR-PROFIT STATE COLLEGE ASSOCIATIONS. FORM 990, PART VI, SECTION C, LINE 19 OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE UPON REQUEST. COUNCIL OF GOVERNING BOARDS 17 ELK STREET FL 2 ALBANY NY 12207 112428799 HIGHER EDUCATION NY 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 COUNCIL OF GOVERNING BOARDS N 4449 FAIR VALUE COUNCIL OF GOVERNING BOARDS O 26601 FAIR VALUE COUNCIL OF GOVERNING BOARDS Q 7767 FAIR VALUE