2021-05-06T15:49:36-05:00 2020-06-30 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2019-07-01 521221301 COUNCIL FOR OPPORTUNITY IN EDUCATION COUN 2023477430 1025 VERMONT AVENUE NW NO 400 WASHINGTON DC 200053516 MAUREEN HOYLER PRESIDENT 2023477430 2021-04-29 1 WILLIAM E TURCO CPA P00369217 3012963600 2021-04-28 2019 2022-09-23 18:48:47Z MAUREEN HOYLER 1025 VERMONT AVENUE NW NO 400 WASHINGTON DC 200053516 8308398 0 X WWW.COENET.ORG X 1980 DC TO FURTHER THE EXPANSION OF EDUCATIONAL OPPORTUNITY PROGRAMS THROUGHOUT THE UNITED STATES. 35 35 22 35 14775 -480 5157488 5056622 3001822 3195471 29918 33460 15089 22845 8204317 8308398 43774 35236 0 0 2989750 3264450 0 0 149982 4207553 4117961 7241077 7417647 963240 890751 2820003 3201325 5688183 5165074 -2868180 -1963749 X TO FURTHER, THE EXPANSION OF EDUCATIONAL OPPORTUNITY PROGRAMS THROUGHOUT THE UNITED STATES. 0 0 1411209 24949 INFORMATION DISSEMINATION:DISTRIBUTING INFORMATION TO MEMBERS ON ISSUES RELEVANT TO LOW INCOME OR MINORITY STUDENTS INVOLVED IN POST SECONDARY EDUCATION. 1116532 GRANTS:TRAINING PROJECT PERSONNEL IN TECHNIQUES TO HANDLE SPECIAL PROBLEMS OF RURAL PROJECTS, METHODS OF TESTING AND ASSESSING SKILL LEVELS AND ADMINISTRATION OF GRANTS. 963820 3082020 CONFERENCE AND SEMINARS:CONDUCT ANNUAL CONFERENCE AND SEMINARS TO DISSEMINATE INFORMATION AND EDUCATE MEMBERS AND ATTENDEES ON EDUCATIONAL OPPORTUNITY PROGRAMS. 731304 10287 GOVERNMENT RELATIONS:GATHERING AND SUMMARIZING CURRENT AND PROPOSED LEGISLATION RELEVANT TO MEMBER INTEREST. 175156 PROGRAM DEVELOPMENT:EFFORTS TO ESTABLISH NEW PROGRAM AND NEW PROGRAM INITIATIVES PARTICULARLY IN A RESEARCH AND EVALUATION CAPACITY. 800745 10226 PROFESSIONAL DEVELOPMENT:TRAINING MEMBER PERSONNEL IN IMPROVED METHODS OF COUNSELING AND INSTRUCTION. 1707205 10287 10226 5198766 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 95 0 1 22 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 35 35 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 DC X MAUREEN HOYLER 2023477430 1025 VERMONT AVENUE NW NO 400 WASHINGTON DC 200053516 MAUREEN HOYLER PRESIDENT 40.00 X 424842 0 74054 KIMBERLY JONES VP, PUBLIC POLICY 40.00 X 248619 0 24469 ALVIN PHILLIPS SENIOR VICE PRESIDENT 40.00 X 231798 0 13822 JOHN HERNANDEZ ASSOC. VP, TECHNOLOGY 40.00 X 162851 0 42183 MARGARET CAHALAN VP, RESEARCH 40.00 X 144786 0 20167 GREGORY MOLDENHAUER ASSOC. VP, BUSINESS & FINANCE 40.00 X 138256 0 21987 JOHN WENDELL FABUL DIRECTOR, BUS & FINANCE 40.00 X 120909 0 16640 KYLE ETHELBAH BOARD CHAIR 1.00 X X 0 0 0 KRISTIAN WILES PAST BOARD CHAIR 1.00 X X 0 0 0 KAYE MONK-MORGAN PAST BOARD CHAIR UNTIL 9/30/2019 1.00 X X 0 0 0 SARI BYERLY BOARD CHAIR-ELECT 1.00 X X 0 0 0 LEO CONWAY TREASURER 1.00 X X 0 0 0 DIANA TAPIA-WRIGHT SECRETARY 1.00 X X 0 0 0 BARBARA THOMPSON AEEE MEMBER 1.00 X 0 0 0 JACKASHA WILEY AEEE MEMBER 1.00 X 0 0 0 KAREN TEXEIRA AEEE MEMBER 1.00 X 0 0 0 MARK D MILLWARD AEEE MEMBER UNTIL 07/31/2019 1.00 X 0 0 0 RACHEL LUND ASPIRE MEMBER 1.00 X 0 0 0 THERESA RADER ASPIRE MEMBER 1.00 X 0 0 0 CYNTHIA AYALA COOPER ASPIRE MEMBER 1.00 X 0 0 0 DARLENE SAMSON ASPIRE MEMBER UNTIL 10/31/2019 1.00 X 0 0 0 FABIOLA FALTO CAEOP MEMBER 1.00 X 0 0 0 MARA LUNA CAEOP MEMBER 1.00 X 0 0 0 BETHSAIDA COLON DIAZ CAEOP MEMBER 1.00 X 0 0 0 ANNETTE HORVAT EOA MEMBER 1.00 X 0 0 0 RABEKAH D STEWART EOA MEMBER 1.00 X 0 0 0 AARON CORTES EOA MEMBER 1.00 X 0 0 0 ANDREW CSETER EOA MEMBER UNTIL 11/30/2019 1.00 X 0 0 0 JOHN KULA MEAEOPP MEMBER 1.00 X 0 0 0 ANGIE HOLLEY MEAEOPP MEMBER 1.00 X 0 0 0 REGINA BARNETT-TYLER MEAEOPP MEMBER 1.00 X 0 0 0 SCOTT ROBERTSON MEAEOPP MEMBER UNTIL 11/31/2019 1.00 X 0 0 0 ANGELA ARCHER NAEOP MEMBER 1.00 X 0 0 0 SHARILY BROWN NAEOP MEMBER 1.00 X 0 0 0 JOSH ENGLER NAEOP MEMBER 1.00 X 0 0 0 BRIAN POST NEOA MEMBER 1.00 X 0 0 0 RICK WILLIAMS NEOA MEMBER 1.00 X 0 0 0 STEPHANIE CRUZ NEOA MEMBER 1.00 X 0 0 0 JANE KIMBALL FOLEY NEOA MEMBER UNTIL 09/30/2019 1.00 X 0 0 0 RAYMOND CABRERA SAEOPP MEMBER 1.00 X 0 0 0 TOM ROWLAND SAEOPP MEMBER 1.00 X 0 0 0 CHRIS GEORGE SAEOPP MEMBER 1.00 X 0 0 0 RONDA MCLELLAND SWASAP MEMBER 1.00 X 0 0 0 MARY MEEKS SWASAP MEMBER 1.00 X 0 0 0 RON ABEL SWASAP MEMBER 1.00 X 0 0 0 JOE GIVENS SWASAP MEMBER UNTIL 11/30/2019 1.00 X 0 0 0 KIMBERLY WILLIAMS WESTOP MEMBER 1.00 X 0 0 0 BEN REYNOSO WESTOP MEMBER 1.00 X 0 0 0 MICHELLE Y THOMAS WESTOP MEMBER 1.00 X 0 0 0 SAMUEL BLANCO III WESTOP MEMBER UNTIL 07/31/2019 1.00 X 0 0 0 1472061 0 213322 11 0 1 0 1025 VERMONT VENTURE LLC 601 13TH STREET NW SUITE 300 NORT WASHINGTON DC 20005 LEASE PROVIDER 502301 ARNOLD MITCHEM 3901 WOODLAWN ROAD CHEVY CHASE MD 20815 CONSULTING SERVICES 150000 THOMPSON COBURN LLP PO BOX 18379M ST LOUIS MO 63195 LEGAL SERVICES 108685 3 3800074 602588 653960 5056622 ANNUAL CONFERENCE 900099 1925666 1822441 14175 89050 SEMINARS 900099 1259579 1259579 PUBLICATIONS 900099 10226 10226 3195471 33460 33460 OTHER INCOME 900099 22245 22245 JOBLINE ANNOUNCEMENT 541800 600 600 22845 8308398 3092246 14775 144755 X 35236 35236 598181 373751 202679 21751 2106527 1360029 661047 85451 41193 23202 17005 986 321005 166904 149224 4877 197544 127540 61991 8013 47041 47041 17184 17184 1593903 1338457 255446 322267 131604 188794 1869 38342 825 37517 736349 489119 223463 23767 616478 533831 82444 203 496908 353559 143349 39251 24080 13434 1737 25585 15696 8757 1132 PROGRAM PARTNERSHIP COS 87999 87999 DUES & SUBSCRIPTIONS 66011 58051 7764 196 INCOME TAXES 5850 5850 ALLOCATED OVERHEAD 0 69501 -69501 24793 9382 15411 7417647 5198766 2068899 149982 552361 884193 24592 82055 238278 149539 52352 103992 88949 113820 679291 517244 64840 162047 1211564 1299387 587067 406292 2820003 3201325 1240522 1299263 3684234 2817653 763427 1048158 5688183 5165074 X -3628247 -2451552 760067 487803 -2868180 -1963749 2820003 3201325 890751 13680 0 X 0 1 X 1 0 X 5142743 4682042 4466587 5157488 5056622 24505482 5142743 4682042 4466587 5157488 5056622 24505482 387847 24117635 43639 116064 119518 31697 33460 344378 480 80 0 560 3122 14166 19512 12289 22245 71334 24921754 12848782 0.96770 0.95090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 3,122. 2016 AMOUNT: $ 14,166. 2017 AMOUNT: $ 19,512. 2018 AMOUNT: $ 12,289. 2019 AMOUNT: $ 22,245. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 40886 40886 7376761 7417647 520882 130221 0 0 501768 404404 512054 520882 1939108 2908662 162404 81559 64799 40886 349648 125442 101101 128014 130221 484778 727167 15150 3 15153 15147 3 15150 15144 3 15147 15141 3 15144 15138 3 15141 0.92300 0.07700 0 0 679291 517244 162047 162047 CASH SURRENDER VALUE OF LIFE INSURANCE POLICY 305326 DEPOSITS 100966 406292 DEFERRED RENT 93601 DEFERRED COMPENSATION 143371 LINE OF CREDIT 440951 REFUNDABLE ADVANCES 370235 1048158 X 8304894 13680 13680 8291214 17184 17184 8308398 7400463 0 7400463 17184 17184 7417647 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. 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, 2020 AND 2019. 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. THE COUNCIL FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE COUNCIL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2017. 1 KEITH SHERIN GLOBAL LEADERS DC INTERNSHIP PROGRAM 1 24949 WOLANIN INTERNSHIP PROGRAM 1 10287 PART I, LINE 2: KEITH SHERIN GLOBAL LEADERS DC INTERNSHIP PROGRAM: APPLICANTS MUST BE FROM INSTITUTIONAL MEMBERS OF COE. MUST BE IN GOOD ACADEMIC AND SOCIAL STANDING AT THEIR INSTITUTION. MUST BE A CURRENTLY ENROLLED UNDERGRADUATE WHO IS A PARTICIPANT OR ALUMNUS OF A TRIO PROGRAM. MUST BE NOMINATED BY THEIR TRIO DIRECTOR. MUST HAVE DEMONSTRATED LEADERSHIP POTENTIAL. MUST HAVE SOME COURSEWORK IN AMERICAN GOVERNMENT, POLITICS AND/OR HISTORY. MUST SUBMIT AN OFFICIAL TRANSCRIPT, RESUME AND ESSAY. WOLANIN INTERNSHIP PROGRAM: 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. X X X 0 1 0 0 0 0 0 1 0 MAUREEN HOYLER PRESIDENT 392325 0 4000 0 28517 0 58342 0 22419 0 505603 0 0 0 KIMBERLY JONES VP, PUBLIC POLICY 247075 0 0 0 1544 0 12238 0 16708 0 277565 0 0 0 ALVIN PHILLIPS SENIOR VICE PRESIDENT 228750 0 0 0 3048 0 11437 0 9815 0 253050 0 0 0 JOHN HERNANDEZ ASSOC. VP, TECHNOLOGY 159879 0 0 0 2972 0 8200 0 38443 0 209494 0 0 0 MARGARET CAHALAN VP, RESEARCH 142600 0 0 0 2186 0 7130 0 15202 0 167118 0 0 0 GREGORY MOLDENHAUER ASSOC. VP, BUSINESS & FINANCE 137000 0 0 0 1256 0 6950 0 19489 0 164695 0 0 0 PART I, LINE 4B 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 $38,592 FOR THE CALENDAR YEAR ENDED 12/31/2019. PART I, LINE 7 BONUSES LISTED IN SCHEDULE J, PART II WERE PERFORMANCE BASED. 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 EACH OF THE FOLLOWING CATEGORIES OF INDIVIDUALS WILL BE REQUIRED, ON AN ANNUAL BASIS, TO SIGN AND SUBMIT A MANDATORY DISCLOSURE STATEMENT TO THE PRESIDENT. - BOARD OF DIRECTORS - PRESIDENT - SENIOR STAFF AS DESIGNATED BY THE PRESIDENT OR BOARD OF DIRECTORS - OTHER SPECIFIC APPOINTEES AS DESIGNATED BY THE PRESIDENT OR BOARD OF DIRECTORS. 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 911,333. MANAGEMENT AND GENERAL EXPENSES 184,136. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,095,469. CONSULTANTS: PROGRAM SERVICE EXPENSES 225,223. MANAGEMENT AND GENERAL EXPENSES 1,397. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 226,620. CONTRACTUAL COSTS: PROGRAM SERVICE EXPENSES 194,701. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 194,701. TEMPORARY PERSONNEL: PROGRAM SERVICE EXPENSES 7,200. MANAGEMENT AND GENERAL EXPENSES 69,913. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,113.