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Nonprofiteer
← COLLEGIATE DIRECTIONS INCORPORATED

Form 990 for tax year 2023

Filed by COLLEGIATE DIRECTIONS INCORPORATED.

Totals

Total revenue
$1,623,746
Total expenses
$1,577,860
Contributions and grants received
$1,630,357
Grants paid
$6,913
Program service revenue
$0
Investment income
$20,726
Other revenue
-$27,337
Total assets, end of year
$2,086,532
Total liabilities, end of year
$326,618
Net assets or fund balances, end of year
$1,759,914
Program services expenses (Part IX)
$1,053,940
Management and general expenses
$279,899
Fundraising expenses
$244,021
Program service expenses (Part III)
$1,053,940

Program services were 66.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $168,975

  • 1e · Government grants (contributions)

    $178,810

  • 1f · All other contributions, gifts and grants

    $1,282,572

  • 1g · Noncash contributions included above

    $6,000

  • 3 · Investment income

    total $20,726 · excluded $20,726

  • 7a · Gross sales of assets other than inventory

    securities $5,444

  • 7b · Less cost or other basis and sales expenses

    securities $5,444

  • 7c · Gain or loss

    securities $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $18,500

  • 8a · Fundraising events: contributions included on line 1c

    $168,975

  • 8b · Fundraising events: direct expenses

    $45,837

  • 8c · Net income from fundraising events

    total -$27,337 · excluded -$27,337

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $6,913 · program services $6,913

  • 5 · Compensation of officers, directors and key employees

    total $258,292 · program services $129,146 · management and general $51,658 · fundraising $77,488

  • 7 · Other salaries and wages

    total $733,278 · program services $594,004 · management and general $93,315 · fundraising $45,959

  • 8 · Pension plan contributions

    total $47,229 · program services $37,436 · management and general $6,203 · fundraising $3,590

  • 9 · Other employee benefits

    total $99,400 · program services $72,778 · management and general $14,466 · fundraising $12,156

  • 10 · Payroll taxes

    total $68,974 · program services $50,501 · management and general $10,038 · fundraising $8,435

  • 11c · Fees: accounting

    total $27,770 · management and general $27,770

  • 11e · Fees: professional fundraising services

    total $90,000 · fundraising $90,000

  • 11g · Fees: other

    total $15,731 · program services $7,397 · management and general $8,334

  • 12 · Advertising and promotion

    total $6,575 · program services $157 · management and general $6,418

  • 13 · Office expenses

    total $25,900 · program services $19,374 · management and general $4,895 · fundraising $1,631

  • 14 · Information technology

    total $34,767 · program services $30,577 · management and general $3,740 · fundraising $450

  • 16 · Occupancy

    total $70,119 · program services $59,116 · management and general $8,338 · fundraising $2,665

  • 17 · Travel

    total $6,928 · program services $6,853 · management and general $75

  • 22 · Depreciation, depletion and amortization

    total $31,459 · management and general $31,459

  • 23 · Insurance

    total $2,015 · program services $1,582 · management and general $374 · fundraising $59

  • 24a · Other expenses: PROFESSIONAL DVLPMT.

    total $20,061 · program services $17,457 · management and general $2,604

  • 24b · Other expenses: ADDTL SCHOLAR EXPENSES

    total $18,087 · program services $8,894 · management and general $8,052 · fundraising $1,141

  • 24c · Other expenses: SCHOLAR EVENT EXP

    total $8,386 · program services $8,386

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $2,193 · program services $1,278 · management and general $777 · fundraising $138

  • 24e · All other expenses

    total $3,783 · program services $2,091 · management and general $1,383 · fundraising $309

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $790,702 · end of year $794,791

  • 2 · Savings and temporary cash investments

    beginning of year $851,338 · end of year $818,385

  • 3 · Pledges and grants receivable

    beginning of year $43,700 · end of year $51,950

  • 4 · Accounts receivable

    beginning of year $41,985 · end of year $151,170

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,316 · end of year $14,783

  • 10a · Land, buildings and equipment: cost or other basis

    $283,709

  • 10b · Land, buildings and equipment: accumulated depreciation

    $237,478

  • 10c · Land, buildings and equipment, net

    beginning of year $70,316 · end of year $46,231

  • 11 · Investments: publicly traded securities

    end of year $911

  • 15 · Other assets

    beginning of year $270,712 · end of year $208,311

  • 17 · Accounts payable and accrued expenses

    beginning of year $112,924 · end of year $118,205

  • 25 · Other liabilities

    beginning of year $268,473 · end of year $208,413

  • 27 · Net assets without donor restrictions

    beginning of year $1,123,129 · end of year $1,331,096

  • 28 · Net assets with donor restrictions

    beginning of year $590,543 · end of year $428,818

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

SEE PART III, LINE 1.

  • 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.

    Expenses $524,543 · Grants $6,913

  • 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.

    Expenses $245,461

  • 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.

    Expenses $150,525

  • 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.

    Expenses $133,411

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Alicia Ritchie

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • I Howard Diener

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Tinisha Agramonte

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anand Anandalingam

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shellon Blanchard-Clarke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian K Bridges

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ann Marie Etergino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gihan Fernando

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisette Garcia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenneth M Jones II

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Manisha Kapani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maryanne Lavan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melissa Welch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amma Felix

    PRESIDENT

    Total calculated
    $258,292
    From this org
    $245,992
    From related orgs
    $0
    Other
    $12,300
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,992
    Bonus
    $10,000
    Other
    $0
    Deferred
    $12,300
    Nontaxable benefits
    $0
    Filer's total
    $258,292

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
AMMA FELIX RECEIVED A BONUS OF $10,000.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202403099349301465

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