COUNCIL FOR OPPORTUNITY IN EDUCATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COUNCIL FOR OPPORTUNITY IN EDUCATION (EIN 52-1221301)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-19
- IRS object ID
- 202431109349300903
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-19T09:25:45-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7351 OFFICE PARK PLACE | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521221301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCIL FOR OPPORTUNITY IN EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUN | BusinessNameControlTxt |
| Phone | 2023477430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 VERMONT AVENUE NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200053516 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY JONES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2023477430 | PhoneNum |
| Signature | 2024-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIMBERLY | PersonFirstNm |
| Person Last | JONES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLI PECK | PreparerPersonNm |
| PTIN | P01423033 | PTIN |
| Phone | 3217516200 | PhoneNum |
| Preparation | 2024-04-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIMBERLY JONES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 VERMONT AVENUE NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200053516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,331,790 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COENET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO FURTHER THE EXPANSION OF COLLEGE ACCESS AND SUCCESS SERVICES THROUGHOUT THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $23,875 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,685,737 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,307,028 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,789,019 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,855,989 | CYProgramServiceRevenueAmt |
| PY Investment Income | $38,915 | PYInvestmentIncomeAmt |
| CY Investment Income | $50,075 | CYInvestmentIncomeAmt |
| PY Other Revenue | $65,813 | PYOtherRevenueAmt |
| CY Other Revenue | $118,698 | CYOtherRevenueAmt |
| PY Total Revenue | $9,579,484 | PYTotalRevenueAmt |
| CY Total Revenue | $10,331,790 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $44,645 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $120,733 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,478,308 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,994,919 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $414,775 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,960,294 | PYOtherExpensesAmt |
| CY Other Expenses | $5,473,885 | CYOtherExpensesAmt |
| PY Total Expenses | $10,483,247 | PYTotalExpensesAmt |
| CY Total Expenses | $10,589,537 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$903,763 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$257,747 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,676,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,309,280 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,289,403 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,081,464 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$612,706 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$772,184 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FURTHER THE EXPANSION OF COLLEGE ACCESS AND SUCCESS SERVICES THROUGHOUT THE UNITED STATES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,337,002 | ExpenseAmt |
| Grant | $102,359 | GrantAmt |
| Revenue | $3,605,785 | RevenueAmt |
| Desc | CONFERENCE AND SEMINARS:CONDUCT ANNUAL CONFERENCE AND SEMINARS TO DISSEMINATE INFORMATION AND EDUCATE MEMBERS AND ATTENDEES ON EDUCATIONAL OPPORTUNITY PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,748,132 | ExpenseAmt |
| Revenue | $99,679 | RevenueAmt |
| Desc | PROGRAM AND PROFESSIONAL DEVELOPMENT:PROFESSIONAL DEVELOPMENT PERSONNEL WORKING WITH COLLEGE ACCESS AND SUCCESS PRACTITIONERS AND INSTITUTIONS TO LEARN OR ENHANCE STRATEGIES IN WORKING WITH LOW-INCOME AND FIRST-GENERATION COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,731,794 | ExpenseAmt |
| Grant | $17,372 | GrantAmt |
| Desc | INFORMATION DISSEMINATION:DISTRIBUTING INFORMATION TO MEMBERS ON ISSUES RELEVANT TO LOW INCOME AND FIRST-GENERATION STUDENTS INVOLVED IN POST SECONDARY EDUCATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $818,459 | GRANTS:PROFESSIONAL DEVELOPMENT PERSONNEL WORKING WITH COLLEGE ACCESS AND SUCCESS PRACTITIONERS AND INSTITUTIONS TO CREATE SUCCESSFUL PROGRAMS TO HAVE LOW-INCOME, FIRST-GENERATION STUDENTS SUCCEED IN HIGHER EDUCATION. | |
| $643,219 | GOVERNMENT RELATIONS:GATHERING AND SUMMARIZING CURRENT AND PROPOSED LEGISLATION RELEVANT TO MEMBER INTEREST. | $1,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,461,678 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,002 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $7,278,606 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 149 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY MOLDENHAUER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023477430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 VERMONT AVENUE NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200053516 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOSEPH GIVENS | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS GEORGE | |||||||
| PAST BOARD CHAIR UNTIL 9/2022 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAM BLANCO III | |||||||
| BOARD CHAIR-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LEO CONWAY | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THERESA RADER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANTHONY J PLONCZYNSKI-FIGUEROA | |||||||
| AEEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACKASHA WILEY | |||||||
| AEEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YURI JOB | |||||||
| AEEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMI BAYLES | |||||||
| ASPIRE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| W BARNEY NYE | |||||||
| ASPIRE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA AYALA-COOPER | |||||||
| ASPIRE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARA LUNA | |||||||
| CAEOP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAIME IVAN LOPEZ-RIVERA | |||||||
| CAEOP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FABIOLA A FALTO CASTRO | |||||||
| CAEOP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM CINDERICH | |||||||
| EOA MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY VIRTA | |||||||
| EOA MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RONNELL DUBOSE | |||||||
| EOA MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA KETRON | |||||||
| MEAEOPP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS BEDWAY | |||||||
| MEAEOPP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KULA | |||||||
| MEAEOPP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DINA J IBARRA | |||||||
| NAEOP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEOF GARNER | |||||||
| NAEOP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA SMITH | |||||||
| NAEOP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDSAY CARPENTER | |||||||
| NEOA MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT POTE | |||||||
| NEOA MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORA MCCANN | |||||||
| NEOA MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOLLY LAWRENCE | |||||||
| SAEOPP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERONTAE MAXWELL | |||||||
| SAEOPP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND CABRERA | |||||||
| SAEOPP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONTA MILLS | |||||||
| SWASAP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARICA N SIMON | |||||||
| SWASAP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL GILLEY | |||||||
| SWASAP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTOR ROJAS | |||||||
| WESTOP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARMANDO BUSTOS JR | |||||||
| WESTOP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESUS MALDONADO | |||||||
| WESTOP MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN HOYLER | |||||||
| PRESIDENT | 40.00 | Yes (X) | $545,654 | $0 | $91,705 | ||
| GREGORY MOLDENHAUER | |||||||
| VICE PRESIDENT OF BUSINESS & FINANCE | 40.00 | Yes (X) | $159,557 | $0 | $24,000 | ||
| KIMBERLY JONES | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $301,414 | $0 | $28,979 | Yes (X) | ||
| JENNIFER WIDER | |||||||
| VP, ADVANCEMENT & CHIEF DEVELOPMENT OFFICER | 40.00 | $180,102 | $0 | $21,747 | Yes (X) | ||
| JOHN HERNANDEZ | |||||||
| ASSOCIATE VP, INFORMATION TECHNOLOGY | 40.00 | $177,787 | $0 | $43,111 | Yes (X) | ||
| ANGELICA VIALPANDO | |||||||
| SVP, PROG & PROF DEVELOPMENT | 40.00 | $163,170 | $0 | $46,628 | Yes (X) | ||
| WENDELL FABUL | |||||||
| ASSOC. VP-BUSINESS & FINANCE | 40.00 | $138,359 | $0 | $36,725 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,666,043 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $292,895 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARNOLD MITCHEM | |||||
| 3901 WOODLAWN ROAD | CHEVY CHASE | MD | 20815 | CONSULTING SERVICES | $150,000 |
| THOMPSON COBURN LLP | |||||
| PO BOX 18379M | ST LOUIS | MO | 63195 | LEGAL SERVICES | $133,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $4,136,627 | MembershipDuesAmt |
| Government Grants | $400,271 | GovernmentGrantsAmt |
| All Other Contributions | $1,770,130 | AllOtherContributionsAmt |
| Total Contributions | $6,307,028 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ANNUAL CONFERENCE | 900099 | $2,621,805 | $2,471,280 | $17,275 | $133,250 |
| SEMINARS | 900099 | $1,134,505 | $1,134,505 | ||
| PUBLICATIONS | 900099 | $99,679 | $99,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,855,989 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,075 | TotalRevenueColumnAmt |
| Exclusion | $50,075 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER INCOME | 900099 | $112,098 | $112,098 | |
| JOBLINE ANNOUNCEMENT | 541800 | $6,600 | $6,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $118,698 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,331,790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,705,464 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,875 | UnrelatedBusinessRevenueAmt |
| Exclusion | $295,423 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,733 | TotalAmt |
| Program Services | $120,733 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,682 | TotalAmt |
| Program Services | $505,659 | ProgramServicesAmt |
| Management And General | $240,187 | ManagementAndGeneralAmt |
| Fundraising | $45,836 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,111,476 | TotalAmt |
| Program Services | $2,024,794 | ProgramServicesAmt |
| Management And General | $900,654 | ManagementAndGeneralAmt |
| Fundraising | $186,028 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,334 | TotalAmt |
| Program Services | $121,833 | ProgramServicesAmt |
| Management And General | $78,289 | ManagementAndGeneralAmt |
| Fundraising | $10,212 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,016 | TotalAmt |
| Program Services | $323,450 | ProgramServicesAmt |
| Management And General | $241,838 | ManagementAndGeneralAmt |
| Fundraising | $25,728 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,411 | TotalAmt |
| Program Services | $188,985 | ProgramServicesAmt |
| Management And General | $84,063 | ManagementAndGeneralAmt |
| Fundraising | $17,363 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,354 | TotalAmt |
| Management And General | $54,354 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,384 | TotalAmt |
| Management And General | $23,384 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,610,368 | TotalAmt |
| Program Services | $1,383,128 | ProgramServicesAmt |
| Management And General | $184,388 | ManagementAndGeneralAmt |
| Fundraising | $42,852 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,378 | TotalAmt |
| Program Services | $291,708 | ProgramServicesAmt |
| Management And General | $81,309 | ManagementAndGeneralAmt |
| Fundraising | $7,361 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,344 | TotalAmt |
| Program Services | $9,177 | ProgramServicesAmt |
| Management And General | $61,167 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,119,974 | TotalAmt |
| Program Services | $885,787 | ProgramServicesAmt |
| Management And General | $177,271 | ManagementAndGeneralAmt |
| Fundraising | $56,916 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $984,897 | TotalAmt |
| Program Services | $717,804 | ProgramServicesAmt |
| Management And General | $261,780 | ManagementAndGeneralAmt |
| Fundraising | $5,313 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,248 | TotalAmt |
| Program Services | $369,903 | ProgramServicesAmt |
| Management And General | $164,571 | ManagementAndGeneralAmt |
| Fundraising | $774 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,912 | TotalAmt |
| Management And General | $207,912 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,635 | TotalAmt |
| Program Services | $146,966 | ProgramServicesAmt |
| Management And General | $68,891 | ManagementAndGeneralAmt |
| Fundraising | $13,778 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $138,390 | $116,721 | $20,257 | $1,412 |
| OTHER EXPENSES | $67,136 | $20,093 | $45,841 | $1,202 |
| PRGM PARTNERSHIP COST | $51,865 | $51,865 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,589,537 | TotalAmt |
| Program Services | $7,278,606 | ProgramServicesAmt |
| Management And General | $2,896,156 | ManagementAndGeneralAmt |
| Fundraising | $414,775 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,896,540 | BOYAmt |
| EOY | $1,652,601 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,108 | BOYAmt |
| EOY | $209,599 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,739 | BOYAmt |
| EOY | $88,924 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,987 | BOYAmt |
| EOY | $48,853 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,393 | BOYAmt |
| EOY | $185,731 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,501,470 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $739,690 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976,047 | BOYAmt |
| EOY | $761,780 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,792,581 | BOYAmt |
| EOY | $1,941,139 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,302 | BOYAmt |
| EOY | $3,420,653 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,676,697 | BOYAmt |
| EOY | $8,309,280 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,250 | BOYAmt |
| EOY | $782,472 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,972,218 | BOYAmt |
| EOY | $4,044,953 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,436,935 | BOYAmt |
| EOY | $4,254,039 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,289,403 | BOYAmt |
| EOY | $9,081,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$760,341 | BOYAmt |
| EOY | -$1,942,690 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,635 | BOYAmt |
| EOY | $1,170,506 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$612,706 | BOYAmt |
| EOY | -$772,184 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,676,697 | BOYAmt |
| EOY | $8,309,280 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$257,747 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $98,269 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,157,488 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,056,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,331,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,685,737 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,307,028 | CurrentTaxYearAmt |
| Total | $27,538,736 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,157,488 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,056,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,331,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,685,737 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,307,028 | CurrentTaxYearAmt |
| Total | $27,538,736 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $421,055 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,117,681 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,587 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,915 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,075 | CurrentTaxYearAmt |
| Total | $187,734 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80 | CurrentTaxYearMinus4YearsAmt |
| Total | $80 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $112,098 | CurrentTaxYearAmt |
| Total | $270,686 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,997,236 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,112,717 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2018 AMOUNT: $ 12,289. 2019 AMOUNT: $ 22,245. 2020 AMOUNT: $ 66,241. 2021 AMOUNT: $ 57,813. 2022 AMOUNT: $ 112,098. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $69,314 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $69,314 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,496,839 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,566,153 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $678,308 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $169,577 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $520,882 | CurrentYearMinus3Amt |
| Current Year Minus2 | $517,558 | CurrentYearMinus2Amt |
| Current Year Minus1 | $672,964 | CurrentYearMinus1Amt |
| Current Year | $678,308 | CurrentYearAmt |
| Total | $2,389,712 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,584,568 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $40,886 | CurrentYearMinus3Amt |
| Current Year Minus2 | $92,403 | CurrentYearMinus2Amt |
| Current Year Minus1 | $107,099 | CurrentYearMinus1Amt |
| Current Year | $69,314 | CurrentYearAmt |
| Total | $309,702 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $130,221 | CurrentYearMinus3Amt |
| Current Year Minus2 | $129,390 | CurrentYearMinus2Amt |
| Current Year Minus1 | $168,241 | CurrentYearMinus1Amt |
| Current Year | $169,577 | CurrentYearAmt |
| Total | $597,429 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $896,144 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $184,577 | BeginningYearBalanceAmt |
| Contributions | $61,100 | ContributionsAmt |
| Investment Earnings Or Losses | $15,639 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $261,316 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $172,058 | BeginningYearBalanceAmt |
| Contributions | $22,200 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,681 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $184,577 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $124,640 | BeginningYearBalanceAmt |
| Contributions | $30,000 | ContributionsAmt |
| Investment Earnings Or Losses | $17,418 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $172,058 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,150 | BeginningYearBalanceAmt |
| Contributions | $110,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,010 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $124,640 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,147 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $15,150 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.93830 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.05700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00470 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $868,628 | OtherCostOrOtherBasisAmt |
| Depreciation | $372,269 | DepreciationAmt |
| Book Value | $496,359 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $632,842 | OtherCostOrOtherBasisAmt |
| Depreciation | $367,421 | DepreciationAmt |
| Book Value | $265,421 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $761,780 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE POLICY | $418,274 |
| DEPOSITS | $155,419 |
| FINANCE LEASE ASSET | $25,318 |
| RIGHT OF USE ASSET | $2,821,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,420,653 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $285,461 |
| LEASE LIABILITY | $3,943,260 |
| FINANCE LEASE LIABILITY | $25,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,254,039 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,406,675 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $98,269 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $98,269 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,308,406 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $23,384 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $23,384 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,331,790 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,566,153 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,566,153 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $23,384 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $23,384 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,589,537 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SUSAN DORSEY ENDOWMENT SCHOLARSHIP FUND WAS ESTABLISHED IN SEPTEMBER, 1994. ALL CONTRIBUTIONS TO THIS FUND ARE TO BE INVESTED AND THE INVESTMENT INCOME FROM THIS FUND IS TO BE SPENT FOR SCHOLARSHIPS. THE MARION L. COSGROVE FUND FOR STUDENT SERVICES WAS ESTABLISHED IN SEPTEMBER 2019. THE FUND'S VALUE WILL BE MAINTAINED BY INDEXING THE FUND TO THE CONSUMER PRICE INDEX AND ANY ADDITIONAL EARNINGS WILL BE APPLIED TO THE PROGRAMS THAT THE COUNCIL OFFERS TO STUDENTS. ARNOLD L. MITCHEM AND MAUREEN HOYLER FUND FOR GENERAL SUPPORT (ESTABLISHED ON AUGUST 2019): ALL EARNINGS FROM INTEREST AND DIVIDENDS WILL REMAIN IN THE ENDOWMENT AND ONLY REMOVED IN CASE OF FINANCIAL EMERGENCY OR THE NEED TO INVEST IN NEW INITIATIVES WITH THE APPROVAL OF THE PRESIDENT, TREASURER AND CHAIR OF THE BUDGET AND FINANCE COMMITTEE. |
| PART X, LINE 2: | THE COUNCIL IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, THE COUNCIL IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME, AS DEFINED BY THE INTERNAL REVENUE SERVICE (IRS). THE COUNCIL HAD NO UNRELATED BUSINESS INCOME DURING THE YEARS ENDED JUNE 30, 2023 AND 2022. MANAGEMENT EVALUATED THE COUNCIL'S TAX POSITIONS AND CONCLUDED THAT THE COUNCIL HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| WOLANIN INTERNSHIP PROGRAM | 1 | $16,800 |
| KEITH SHERIN STUDY ABROAD PROGRAM | 33 | $103,933 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | COE CONTACTED THE SELECTED REGIONAL ASSOCIATIONS AND INFORM THEM OF THE OPPORTUNITY TO RECEIVE A FUND. THEY WERE INFORMED OF THE SPECIFIC PROTOCOLS THAT NEEDS TO BE FOLLOWED FOR THE USE OF FUNDS. APPLICANTS MUST BE FIRST-GENERATION STUDENTS WHO HAVE RECENTLY COMPLETED THEIR BACCALAUREATE DEGREE. MUST HAVE PARTICIPATED IN ONE OF THE FEDERAL TRIO PROGRAMS AT EITHER THE PRE-COLLEGIATE OR UNDERGRADUATE LEVEL. A KEEN INTEREST IN PUBLIC POLICY AND THE DESIRE TO WORK TOWARDS EXPANDED COLLEGE OPPORTUNITY. EACH CANDIDATE FOR THE WOLANIN INTERNSHIP MUST BE NOMINATED BY A CURRENT OR FORMER STAFF MEMBER OF A TRIO PROGRAM. STUDENTS MUST BE OF SOPHOMORE STATUS OR HIGHER AT A 2 OR 4-YEAR COLLEGE AND ENROLLED IN A TRIO STUDENT SUPPORT SERVICES OR MCNAIR PROGRAM AT AN INSTITUTION THAT HAS AN ACTIVE COE INSTITUTIONAL MEMBERSHIP. STUDENTS MUST BE NOMINATED BY THEIR TRIO PROGRAM DIRECTOR TO BE CONSIDERED FOR THE PROGRAM. NOMINATED STUDENTS MUST UNDERSTAND THAT THEY WILL BE ENROLLED IN RIGOROUS COURSES, THEREFORE THEY MUST BE IN GOOD ACADEMIC AND SOCIAL STANDING WITH THEIR INSTITUTION, HAVE AT LEAST SOPHOMORE STATUS, AND HAVE DEMONSTRATED LEADERSHIP ABILITY AND POTENTIAL. IN ADDITION TO AN APPLICATION FORM, THE APPLICATION REQUIRES A TWO-PART STUDENT ESSAY AS WELL AS AN UNOFFICIAL TRANSCRIPT. FINALLY, STUDENTS MUST INCLUDE A NOMINATION FORM FROM THE SPONSORING TRIO PROGRAM DIRECTOR AND A LETTER OF RECOMMENDATION FROM A TRIO DIRECTOR OR STAFF MEMBER WHO KNOWS THE STUDENT WELL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAUREEN HOYLER | ||||||||||||||
| PRESIDENT | $477,250 | $0 | $45,000 | $0 | $23,404 | $0 | $75,825 | $0 | $15,880 | $0 | $637,359 | $0 | $0 | $0 |
| KIMBERLY JONES | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $291,440 | $0 | $0 | $0 | $9,974 | $0 | $16,065 | $0 | $15,609 | $0 | $333,088 | $0 | $0 | $0 |
| JOHN HERNANDEZ | ||||||||||||||
| ASSOCIATE VP, INFORMATION TECHNOLOGY | $175,086 | $0 | $0 | $0 | $2,701 | $0 | $10,235 | $0 | $35,571 | $0 | $223,593 | $0 | $0 | $0 |
| ANGELICA VIALPANDO | ||||||||||||||
| SVP, PROG & PROF DEVELOPMENT | $162,875 | $0 | $0 | $0 | $295 | $0 | $9,419 | $0 | $37,209 | $0 | $209,798 | $0 | $0 | $0 |
| JENNIFER WIDER | ||||||||||||||
| VP, ADVANCEMENT & CHIEF DEVELOPMENT | $179,550 | $0 | $0 | $0 | $552 | $0 | $10,432 | $0 | $14,009 | $0 | $204,543 | $0 | $0 | $0 |
| GREGORY MOLDENHAUER | ||||||||||||||
| VICE PRESIDENT OF BUSINESS & FINANCE | $155,639 | $0 | $0 | $0 | $3,918 | $0 | $9,070 | $0 | $18,071 | $0 | $186,698 | $0 | $0 | $0 |
| WENDELL FABUL | ||||||||||||||
| ASSOC. VP-BUSINESS & FINANCE | $138,125 | $0 | $0 | $0 | $234 | $0 | $7,967 | $0 | $30,610 | $0 | $176,936 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE COUNCIL MAINTAINED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN ORDER TO PROVIDE SUPPLEMENTAL RETIREMENT BENEFITS TO THE COUNCIL'S PRESIDENT UPON RETIREMENT, INVOLUNTARY SEPARATION FROM SERVICE, OR IN THE EVENT OF DISABILITY OR DEATH. THE PLAN WAS INTENDED TO QUALIFY FOR TREATMENT AS AN UNFUNDED PLAN OF DEFERRED COMPENSATION. MAUREEN HOYLER PARTICIPATED IN THE SERP PLAN WITH AN ACCRUAL OF $48,000 FOR THE CALENDAR YEAR ENDED 12/31/2022. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | COUNCIL FOR OPPORTUNITY IN EDUCATION HAVE TWO CATEGORIES OF MEMBERS: MEMBER ASSOCIATIONS AND INSTITUTIONAL MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBER ASSOCIATIONS ELECT MEMBERS TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | REPRESENTATIVES OF THE MEMBER ORGANIZATIONS SERVE ON THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 WAS PROVIDED TO THE FINANCE COMMITTEE CHAIR AND THE TREASURER FOR REVIEW AND COMMENT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IF AN INDIVIDUAL HAS A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST IN CONNECTION WITH ANY COE TRANSACTION OR MATTER, HE OR SHE MUST IMMEDIATELY NOTIFY THE PRESIDENT, OR THE VICE PRESIDENT OF BUSINESS & FINANCE, AND DISCLOSE ALL THE MATERIAL FACTS CONCERNING THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND HIS OR HER RELATIONSHIP TO THE TRANSACTION OR MATTER AT ISSUE. IF THE CONFLICT OF INTEREST ARISES IN CONNECTION WITH THE ACTIVITIES OF ANY DELIBERATIVE BODY (E.G., THE BOARD OF DIRECTORS), THE INDIVIDUAL WITH THE CONFLICT MUST IMMEDIATELY DISCLOSE THE CONFLICT TO THE OTHER MEMBERS OF THE BODY AND THE DISCLOSING INDIVIDUAL MUST NOT PARTICIPATE IN THE DELIBERATION, CONSIDERATION, OR VOTE ON THE TRANSACTION OR MATTER AT ISSUE. A NOTATION MUST BE MADE IN THE MINUTES OF ANY MEETING AT WHICH DELIBERATION, CONSIDERATION, OR VOTE ON THE TRANSACTION OR MATTER AT ISSUE IS UNDERTAKEN INDICATING THAT THE INDIVIDUAL WITH A CONFLICT OR POTENTIAL CONFLICT OF INTEREST WAS EXCUSED FROM THE MEETING DURING THE TIME THAT CONSIDERATION OF THE TRANSACTION OR MATTER WAS UNDERTAKEN, TOOK NO PART IN ANY DISCUSSION PERTAINING TO THE TRANSACTION OR MATTER, AND REFRAINED FROM VOTING ON THE TRANSACTION OR MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND RECOMMENDS COMPENSATION AMOUNTS FOR THE COUNCIL AND TOP MANAGEMENT OFFICIALS BASED ON PERFORMANCE EVALUATIONS AND COMPARABILITY DATA (I.E., SALARY SURVEYS). THE DELIBERATIONS AND DECISIONS OF THE PERSONNEL COMMITTEE ARE DOCUMENTED AND PRESENTED TO THE BOARD FOR APPROVAL. |
| 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 FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,065,063. MANAGEMENT AND GENERAL EXPENSES 148,408. FUNDRAISING EXPENSES 42,852. TOTAL EXPENSES 1,256,323. CONSULTANTS: PROGRAM SERVICE EXPENSES 259,352. MANAGEMENT AND GENERAL EXPENSES 2,372. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 261,724. CONTRACTUAL COSTS: PROGRAM SERVICE EXPENSES 16,179. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,179. TEMPORARY PERSONNEL: PROGRAM SERVICE EXPENSES 42,534. MANAGEMENT AND GENERAL EXPENSES 33,608. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,142. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. |
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