2025-08-14T15:10:05-05:00 2024-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-10-01 464166123 CONSORTIUM MANAGEMENT GROUP INC CONS 2024664211 550 HILLS DRIVE 108B BEDMINSTER NJ 07921 JAMES FRANKOVIC CEO 2024664211 2025-08-14 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2025-03-06 01:10:19Z X JAMES FRANKOVIC 550 HILLS DRIVE 108B BEDMINSTER NJ 07921 630619569 0 X WWW.CMGCORP.ORG X 2013 DE SEE PART III, LINE 1. 6 4 30 5 0 0 0 0 554956322 629597937 373155 1021632 0 0 555329477 630619569 0 0 0 0 7595409 8044826 5346 0 537860 537268245 610740276 544869000 618785102 10460477 11834467 192987946 289787171 134311958 217309507 58675988 72477664 X CREATE AND MANAGE CONSORTIA COMPRISING INDUSTRY, AND ACADEMIC AND NONPROFIT RESEARCH ENTITIES; AND, THROUGH THE USE OF OTHER TRANSACTION AUTHORITY, FACILITATE COLLABORATIVE RESEARCH, DEVELOPMENT AND DEMONSTRATION OF CUTTING-EDGE TECHNOLOGIES BETWEEN CONSORTIA MEMBERS AND THE DEPARTMENT OF DEFENSE (DOD). IN DOING SO, CONSORTIUM MANAGEMENT GROUP, INC. (CMG) LESSENS THE BURDEN ON GOVERNMENT AND FULFILLS ITS MISSION TO EXPAND THE INDUSTRIAL BASE AVAILABLE TO THE GOVERNMENT BY PROVIDING A PATHWAY FOR THE DOD TO LEVERAGE COMMERCIAL INNOVATION AND INVESTMENTS IN TECHNOLOGY REQUIRED TO ACCELERATE DELIVERY OF NEW CAPABILITIES TO THE WARFIGHTER. 0 0 614376590 629597937 THROUGH ITS MANAGED CONSORTIA, CMG FOSTERS AND FACILITATES COLLABORATIVE RESEARCH, DEVELOPMENT AND DEMONSTRATION OF TECHNOLOGIES OF INTEREST TO THE DEPARTMENT OF DEFENSE. 614376590 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X KIMBERLY BLANCUZZI 2024664211 550 HILLS DRIVE 108B BEDMINSTER NJ 07921 CHARLES MCBRIDE PRESIDENT 35.00 X X 682296 0 95850 J MICHAEL BABIN DIRECTOR 3.00 X 0 0 0 JOHN F BAGLEY DIRECTOR (SEE SCHED O) 3.00 X 0 0 0 MONICA VACHHER DIRECTOR 3.00 X 0 0 0 E WAYNE THEVONOT DIRECTOR 3.00 X 0 0 0 WILLIAM C ELLISON DIRECTOR 3.00 X 0 0 0 JAMES FRANKOVIC CEO 40.00 X 754729 0 75927 JOHN BRITTON VP AND GENERAL COUNSEL 40.00 X 497871 0 91740 MARY REINECKE CFO (UNTIL 9/2024) 40.00 X 485352 0 92209 KIMBERLY BLANCUZZI COO 40.00 X 464820 0 55914 KRISTIN DAWAG SR. PROGRAM MANAGER 40.00 X 278023 0 46522 ALBERT RINALDI DIR. OF STRAT. ENG. (UNTIL 11/23) 40.00 X 255443 0 54578 THOMAS GARVEY PROJECT MANAGER 40.00 X 244776 0 41634 STEPHANIE BAKER PROJECT MANAGER 40.00 X 220498 0 60617 MORGAN LEWIS DIR. OF CONTRACTS 40.00 X 215014 0 41836 4098822 0 656827 21 0 1 0 LOCKHEED MARTIN CORPORATION 199 BORTON LANDING ROAD MOORESTOWN NJ 08057 AEROSPACE DEF. TECH. 102441957 INTEGRATED SOLUTIONS FOR SYS 2995 WALL TRIANA HWY STE A1 HUNTSVILLE AL 35824 TECHNOLOGY DEVELOPMENT 52157345 ELBIT SYSTEMS OF AMERICA 4700 MARINE CREEK PKWY FT WORTH TX 76136 ADV. TECH SOLUTIONS 35104531 RAYTHEON COMPANY 1001 BOSTON POST RD MARLBOROUGH MA 01752 MILITARY WEAPONS ELECT. 30977521 PEOPLETEC 4901-I CORPORATE DR HUNTSVILLE AL 35805 TECHNOLOGY DEVELOPMENT 23266375 99 OTA CONTRACT REVENUE 900099 606329811 606329811 OTA ADMINISTRATION FEES 900099 23268126 23268126 629597937 1021632 1021632 630619569 629597937 0 1021632 X 3533290 1424923 2015505 92862 3090878 2740358 253456 97064 383215 336378 33588 13249 622266 461647 139656 20963 415177 266306 136845 12026 219603 219441 126 36 136894 136894 301251 301028 173 50 300 300 607588576 607277273 211426 99877 5357 2944 2272 141 112175 61646 47568 2961 499566 407071 77706 14789 587592 401637 169474 16481 62475 34331 13471 14673 250209 105494 7640 137075 1807 993 766 48 222840 222840 479183 185395 285414 8374 RECRUITING 184567 101429 78266 4872 MISCELLANEOUS EXPENSES 59211 32539 25109 1563 DUES & SUBS. 18795 10329 7970 496 PRINTED MATERIALS 4854 2668 2058 128 5021 2760 2129 132 618785102 614376590 3870652 537860 13641605 9190548 137961069 257645215 29943009 9526682 232962 56520 1621694 610450 275032 1011244 8571251 9036044 774725 634925 1588293 2685993 192987946 289787171 43061069 19652725 89604554 194475554 1646335 3181228 134311958 217309507 X 58675988 72477664 58675988 72477664 192987946 289787171 11834467 1967209 0 X 0 1 X 1 0 X 558354241 533200354 475306091 554956322 629597937 2751414945 558354241 533200354 475306091 554956322 629597937 2751414945 0 301007997 285587178 241720677 338065400 356167158 1522548410 301007997 285587178 241720677 338065400 356167158 1522548410 1228866535 197290 169098 126955 373155 1021632 1888130 197290 169098 126955 373155 1021632 1888130 60000 60000 558551531 533429452 475433046 555329477 630619569 2753363075 0.44630 0.46570 0.00070 0.00030 X 0 0 0 0 0 0 1 557751 0 0 557751 0 PART II-B, LINE 1: AS REPORTED ON PART IX, LINE 11D, THE AMOUNT ABOVE INCLUDES PAYMENTS TO CONSULTANTS FOR MEETINGS WITH SENIOR MEMBERS AND STAFF OF APPROPRIATE CONGRESSIONAL COMMITTEES ON THE EXPANDED USE OF OTHER TRANSACTION AUTHORITY (OT) BY THE DEPARTMENT OF DEFENSE AND OTHER FEDERAL AGENCIES. 951824 176885 774939 289959 226821 63138 379911 206744 173167 1011244 OPERATING LEASE LIABILITY 3181228 3181228 632586478 1967209 1967209 630619269 300 300 630619569 618784802 0 618784802 300 300 618785102 X X 1 1 X X X 0 0 0 0 0 0 0 1 0 JAMES FRANKOVIC CEO 658278 0 60000 0 36451 0 61000 0 14927 0 830656 0 0 0 CHARLES MCBRIDE PRESIDENT 622296 0 60000 0 0 0 61000 0 34850 0 778146 0 0 0 JOHN BRITTON VP AND GENERAL COUNSEL 437871 0 60000 0 0 0 61000 0 30740 0 589611 0 0 0 MARY REINECKE CFO (UNTIL 9/2024) 425352 0 60000 0 0 0 61000 0 31209 0 577561 0 0 0 KIMBERLY BLANCUZZI COO 384883 0 50549 0 29388 0 45750 0 10164 0 520734 0 0 0 KRISTIN DAWAG SR. PROGRAM MANAGER 221528 0 29998 0 26497 0 34648 0 11874 0 324545 0 0 0 ALBERT RINALDI DIR. OF STRAT. ENG. (UNTIL 11/23) 204006 0 30713 0 20724 0 31583 0 22995 0 310021 0 0 0 THOMAS GARVEY PROJECT MANAGER 187609 0 24186 0 32981 0 28686 0 12948 0 286410 0 0 0 STEPHANIE BAKER PROJECT MANAGER 193937 0 26561 0 0 0 30423 0 30194 0 281115 0 0 0 MORGAN LEWIS DIR. OF CONTRACTS 169225 0 20111 0 25678 0 23218 0 18618 0 256850 0 0 0 PART I, LINE 1A TAX INDEMNIFICATION FOR PREMIUMS RELATING TO INDIVIDUAL EXCESS LIFE AND AND LONG-TERM DISABILITY POLICIES INCLUDED IN TAXABLE COMPENSATION. PAYMENTS FOR SOCIAL CLUB DUES ON BEHALF OF CEO/CHAIRMAN. PART I, LINE 7 BONUS PAYMENTS WERE PROVIDED TO THE OFFICERS, ONE KEY EMPLOYEE AND FIVE HCES BASED ON PERFORMANCE AND THE ACHIEVEMENT OF MILESTONES. BONUSES FOR OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE BOARD. BONUSES FOR HIGHLY COMPENSATED EMPLOYEES ARE REVIEWED AND APPROVED BY MANAGEMENT. DURING THE YEAR THE FOLLOWING EMPLOYEES RECEIVED BONUSES: JAMES FRANKOVIC $60,000 CHARLES W. MCBRIDE $60,000 JOHN BRITTON $60,000 MARY REINECKE $60,000 KIMBERLY BLANCUZZI $50,549 KRISTIN DAWAG $29,998 ALBERT RINALDI $30,713 THOMAS GARVEY $24,186 STEPHANIE BAKER $26,561 MORGAN LEWIS $20,111 THE BAGLEY GROUP LLC JOHN BAGLEY DIRECTOR OF CMG AND OWNER OF THE BAGLEY GROUP LLC 37616 CONSULTING SERVICES 0 FORM 990, PART VI, SECTION A, LINE 2 CHARLES W. MCBRIDE (CHAIRMAN AND CEO) AND MARY REINECKE (CFO), BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH 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 EXECUTIVE MANAGEMENT. A COPY OF THE RETURN WAS DISTRIBUTED TO THE GOVERNING BODY FOR REVIEW BEFORE FINAL FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE ASKED TO REVIEW AND UPDATE THEIR DISCLOSURES, IF ANY, ANNUALLY. AS PART OF THIS REVIEW, A COPY OF THE CONFLICT OF INTEREST POLICY AND A DISCLOSURE FORM WHICH REQUIRES COMPLETION, ARE PROVIDED. IF A POTENTIAL CONFLICT EXISTS, THE BOARD MEMBER, OFFICER, OR KEY EMPLOYEE RECUSES HIMSELF OR HERSELF FROM ALL DISCUSSIONS AND MATTERS IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO, AND OTHER OFFICERS AND KEY EMPLOYEES, IS ESTABLISHED USING AN INDEPENDENT COMPENSATION STUDY (UPDATED JULY 2021) BASED UPON DATA FOR SIMILAR POSITIONS AND SIMILARLY SITUATED ORGANIZATIONS IN THE WASHINGTON, DC, AREA; AND OTHER DATA SOURCES. COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF A MEETING OF THE DIRECTORS. THE BOARD ALSO REVIEWS AND APPROVES PROPOSED OFFICERS AND KEY EMPLOYEES' BONUSES ANNUALLY. THE COMPENSATION ANALYSIS WAS PART OF THE REVIEW PROCESS IN DETERMINING NEW SALARIES FOR THE OFFICERS AND KEY MANAGEMENT PERSONNEL IN AUGUST 2021, AS WELL AS FOR DETERMINING BONUS PAYMENTS IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTA CONTRACT EXPENSES: PROGRAM SERVICE EXPENSES 606,329,811. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 606,329,811. BUSINESS DEVELOPMENT SUPPORT: PROGRAM SERVICE EXPENSES 878,119. MANAGEMENT AND GENERAL EXPENSES 195,952. FUNDRAISING EXPENSES 92,568. TOTAL EXPENSES 1,166,639. BENEFITS PLANS ADMINISTRATION: PROGRAM SERVICE EXPENSES 16,096. MANAGEMENT AND GENERAL EXPENSES 3,592. FUNDRAISING EXPENSES 1,697. TOTAL EXPENSES 21,385. IT SECURITY/COMPLIANCE: PROGRAM SERVICE EXPENSES 34,088. MANAGEMENT AND GENERAL EXPENSES 7,607. FUNDRAISING EXPENSES 3,593. TOTAL EXPENSES 45,288. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 19,159. MANAGEMENT AND GENERAL EXPENSES 4,275. FUNDRAISING EXPENSES 2,019. TOTAL EXPENSES 25,453.