2022-05-11T09:36:22-04:00 2021-12-31 990 2021-01-01 833448806 IEP COLLABORATIVE INC % KRISTA JOY MARTINELLI IEPC 6502187244 851 N SAN MATEO DR SUITE H-4 SAN MATEO CA 944012283 Krista J Martinelli Executive Director Managning Attorn 2022-05-11 false 2021 2022-09-23 18:48:47Z KRISTA JOY MARTINELLI 851 N SAN MATEO DR Suite H-4 SAN MATEO CA 944012283 230545 false X X 2019 CA IEP Collaborative Inc. IEPC seeks the opportunity for students with disabilities to reach their full potential by securing appropriate Special Education SpEd programming-one child at a time. Our services are free and include attorney-presented SpEd rights workshops SpEd legislative advocacy and legal services including legal clinics offering advice and counsel limited scope direct representation offering appearance at SpEd meetings and extended representation in legal proceedings on behalf of children with disabilities if determined necessary. We strive to ensure that our clients have access to appropriate and inclusive educational services. Those equipped with a legally informed approach are better able to secure appropriate IEP and Section 504 services and improve long-term outcomes and quality of life while cultivating stronger and more inclusive communities. 4 3 4 4 3198 0 0 227087 0 0 0 0 0 3198 0 230285 0 0 0 0 0 51446 0 0 2950 0 42212 0 93658 0 136627 30863 168621 219 1350 30644 167271 X IEP Collaborative Inc. IEPC seeks the opportunity for students with disabilities to reach their full potential by securing appropriate Special Education SpEd programming-one child at a time. Our services are free and include attorney-presented SpEd rights workshops SpEd legislative advocacy and legal services including legal clinics offering advice and counsel limited scope direct representation offering appearance at SpEd meetings and extended representation in legal proceedings on behalf of children with disabilities if determined necessary. We strive to ensure that our clients have access to appropriate and inclusive educational services. Those equipped with a legally informed approach are better able to secure appropriate IEP and Section 504 services and improve long-term outcomes and quality of life while cultivating stronger and more inclusive communities. false false 81950 0 0 California students with disabilities are eligible to receive our free legal services irrespective of family income. 55 families and 57 students sought access to our legal services in 2021. Surveys showed clients gained access to services and confidence navigating the special education system. While our free legal services program does not maintain income eligibility requirements our 2021 services addressed the fact that the denial of FAPE Free and Appropriate Public Education is disproportionate. As self- reported on intake at least 62% are low-income; 62% self-identify as people of color and 31% are families headed by caregivers aged 55 -72.? 5674 0 0 IEPC delivered 4 education rights presentations in the San Francisco Bay Area in 2021 focused on empowering students and families to better access their education and services during the COVI-19 Pandemic. The programs were attended by a combined 37 individuals. 131 0 0 IEPC makes the annual 501h election to allow up to 20% of expenditures on legislative advocacy. In 2021 IEPC participated in minor legislative activity seeking and or supporting: 1 Expanded access to retention for students with disabilities that could not access their education during the Pandemic; 2 Solutions to the independent study challenges for California students with disabilities through analysis of AB 130 strategies; and 3 SB 682 addressing racial disparity in childhood chronic health conditions. 87755 true true false true false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 4 true true false false false false false false false false X 4 3 false false false false false false false true true false false true true true true false true true true false CA X X Edwin Bonavia 6506671453 863 El Capitan Drive Millbrae CA 94030 Krista J Martinelli Executive Director Managing Attorne 40.00 0.00 X X X 38713 0 0 Anne Gyemant Paris Chairperson of the Board 1.50 0.00 X X 0 0 0 Marco Antonio Torres Treasurer Board member 1.50 0.00 X X 0 0 0 Laura Diane Croft Secretary Boardmember 0.50 0.00 X X 0 0 0 Jubilee Menzies Part Time Staff Attorney 10.00 0.00 X 2526 0 0 Karen Bettucchi Part Time Director of Ops Dev 10.00 0.00 X 3072 0 0 Christina Hong Chang Part Time Operations Manager 5.00 0.00 X 2973 0 0 47284 0 0 0 false false false 0 0 4483 0 64764 157840 0 227087 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3458 4483 260 3198 3198 0 0 0 0 0 0 0 0 230285 0 3198 0 X 47284 47284 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4162 4162 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18134 16057 1038 1039 0 0 0 0 5500 4400 550 550 11785 10025 880 880 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1707 1567 70 70 0 0 0 0 0 0 0 0 0 0 0 0 3009 2407 301 301 Office supplies 537 430 54 53 Licenses: Attorney State Bar License Fee for 2021 654 654 0 0 Website 477 382 48 47 Professional Memberships 304 304 0 0 105 84 11 10 93658 87756 2952 2950 7813 122038 0 0 22500 42478 0 0 0 0 0 0 0 0 0 0 0 3555 0 0 0 0 0 0 0 0 0 0 0 0 550 550 30863 168621 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 219 1350 219 1350 X 8644 139301 22000 27970 30644 167271 30863 168621 136627 0 0 0 0 0 X X true X false true false X 0 0 19085 64497 227087 310669 0 0 19085 64497 227087 310669 114445 196224 0 0 0 0 3198 3198 313867 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 237 237 93421 93658 18732 4683 0 0 false 0 2957 7491 18779 29227 43841 0 1 93 237 331 0 0 0 0 0 0 0 0 0 0 0 1114 CA PIT SDI 104 CA SUI ETT 132 1350 X Part X, line 2 The Organization applies provisions set forth in FASB Accounting Standards Codification ASC Topic 740 Income Taxes to account for uncertainty in income taxes. The Organization has assessed all income tax positions taken where the statute of limitation remains open generally three years from the date of the federal tax filing. The Organization believes its tax filing positions will be sustained upon tax examinations; and has not recorded liability for unrecognized income tax benefits. Part12 Line 1 | The Organization determined to use the accrual method of accounting for the 2021 tax year and moving forward upon recommendation of our financial reviewer and due to receipt of larger grants. Using the accrual method for years 2019 and 2020 retroactively would not have made a difference in our form of tax filing - the 990N - for years 2019 and 2020. The amount of revenue $19,085 would have been the same for 2019 under either the accrual or cash basis and in 2020 would have increased from $41,299 to $64,497 based on receipt of grant promises for the 2021 fiscal year. The Organization was within its first 2 years of operations in the 2019 and 2020 tax years and the average of the two years of revenue even on the accrual basis was $41,791. Accordingly the Organization would have filed on Form 990N under either the accrual or cash basis.| Part VI, Section B, Line 11b The Executive Director completed the Form 990 upon finalization of the organization's financials for the fiscal year ended 2021. She then forwarded the draft Form 990 to the Organization's Board members Officers and Director of Operations and Development for review before filing. Part VI, Section B, Line 12c Officers and Directors are required to report potential concerns against the Organization's Conflict of Interest Policy to the Organization's Executive Director as they arise. Part VI, Section B, Line 15 | Name of the Person:, The process used to establish compensation of the person who served in:|, The year in which this process was last undertaken:| All employees, Compensation for all employee positions was set at time of founding by review of local market on filing of Form 1023., 2019| Krista Martinelli, The Board used the 2019 salary recommendation adopted on the Organization's 1023 adjusted downward by $10K to account for COVID-19 related fundraising challenges. The 3 non-interested members of the Board then voted on the Executive Director Managing Attorney contract approval., 2021| Part VI, Section C, Line 19 The Organization's governing documents and conflict of interest policy are available on the California Attorney General's Registry of Charitable Trusts Website at: https: rct.doj.ca.gov Verification Web Details.aspx?result=6105c1b1-198f-4ce4-9cc8-5f39ca10fb78 under registration number: CT0263061 Part VII, List Of Officers | Employee Name:, Description:| Krista J Martinelli, In 2021 employees were compensated for certain grant funded program related work only based on grant and employment agreement compensation terms.| Anne Gyemant Paris, Officers and Board members were not compensated for their time unless otherwise specified as employees of the organization.| Marco Antonio Torres, Officers and Board members were not compensated for their time unless otherwise specified as employees of the organization.| Laura Diane Croft, Officers and Board members were not compensated for their time unless otherwise specified as employees of the organization.| Jubilee Menzies, In 2021 employees were compensated for certain grant funded program related work only based on grant and employment agreement compensation terms.| Karen Bettucchi, In 2021 employees were compensated for certain grant funded program related work only based on grant and employment agreement compensation terms.| Christina Hong Chang, In 2021 employees were compensated for certain grant funded program related work only based on grant and employment agreement compensation terms.| Part IX, line 11g | Description:, Amount:| Translation Services, $7751| Donated Services, $4083| Professional Services, $6300| Part XII, Line 1 The Organization determined to use the accrual method of accounting for the 2021 tax year and moving forward upon recommendation of our financial reviewer and due to receipt of larger grants. Using the accrual method for years 2019 and 2020 retroactively would not have made a difference in our form of tax filing - the 990N - for years 2019 and 2020. The amount of revenue $19,085 would have been the same for 2019 under either the accrual or cash basis and in 2020 would have increased from $41,299 to $64,497 based on receipt of grant promises for the 2021 fiscal year. The Organization was within its first 2 years of operations in the 2019 and 2020 tax years and the average of the two years of revenue even on the accrual basis was $41,791. Accordingly the Organization would have filed on Form 990N under either the accrual or cash basis. Part XII, Line 2c The Treasurer and ED receive reconciled financials monthly from the Operations and Dev. Director. An audit committee was established in March 2022 to review statements monthly. The Committee will also be receiving the Organization's annual financial review and selecting the independent reviewer in 2022. The most recent review was conducted on May 2 2022 but the independent reviewer had been contracted earlier than March 2022.