2021-11-11T14:38:01-06:00 2020-12-31 540737372 PBMARES LLP 500 E PRATT STREET SUITE 525 BALTIMORE MD 21202 990 2020-01-01 650877085 COUNCIL OF PARENT ATTORNEYS AND ADVOCATES INC COUN 8444267224 PO BOX 6767 BALTIMORE MD 212856767 DENISE MARSHALL CEO 8444267224 2021-11-11 1 DENISE MARSHALL 999009999 JENNIFER N FRENCH CPA P00659678 4434519010 2021-11-11 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DENISE MARSHALL PO BOX 6767 BALTIMORE MD 212856767 1241195 0 X WWW.COPAA.ORG X 1998 FL COPAA'S MISSION IS TO BE A NATIONAL VOICE FOR SPECIAL EDUCATION RIGHTS AND TO PROMOTE EXCELLENCE IN ADVOCACY. THE PRIMARY GOAL IS TO SECURE HIGH QUALITY EDUCATIONAL SERVICES FOR CHILDREN WITH DISABILITIES. 23 23 3 275 0 0 264182 334901 625004 658032 7708 6340 1436 1922 898330 1001195 10000 7949 0 0 263408 266523 0 0 20400 621110 656924 894518 931396 3812 69799 722994 695319 416349 309240 306645 386079 X COPAA'S MISSION IS TO BE A NATIONAL VOICE FOR SPECIAL EDUCATION RIGHTS AND TO PROMOTE EXCELLENCE IN ADVOCACY. THE PRIMARY GOAL IS TO SECURE HIGH QUALITY EDUCATIONAL SERVICES FOR CHILDREN WITH DISABILITIES. 0 0 234391 STAFF TIME SPENT ON VARIOUS COMMITTEES SUCH AS GOVERNMENT RELATIONS, AMICUS, TRAINING, ETC. AS WELL AS CERTAIN LOBBYING ACTIVITIES. COPPA PARTICIPATES BOTH AS COUNSEL AND ORGANIZATIONAL PLAINTIFFS IN STATE AND NATIONAL IMPACT LITIGATION TO PROTECT STUDENT AND PARENT RIGHTS UNDER THE LAW. 226899 242777 A SERIES OF 90-MINUTE INFORMATIONAL WEBINARS SPONSORED BY COPAA'S TRAINING COMMITTEE ARE PRESENTED THROUGHOUT THE YEAR ON TOPICS OF INTEREST TO THE MEMBERSHIP AND COLLEAGUES. IN ADDITION, SPECIAL EDUCATION ADVOCACY TRAINING (SEAT) WAS OFFERED AS A COMBINATION OF SELF PACED WEB LEARNING, READINGS, GROUP AND INDIVIDUAL ASSIGNMENTS AS WELL AS LIVE VIRTUAL CLASSROOMS. PROVIDE SPECIFIC TECHNICAL ASSISTANCE TOPIC BRIEFS ON SUBJECTS OF IMPORTANCE TO COPAA MEMBERS.COPPA PROVIDES A 12 WEEK ONLINE TRAINING ON SPECIAL EDUCATION LAW AND RELATED SERVICES FOR ATTORNEYS EACH YEAR. 226197 7949 412660 EACH YEAR IN MARCH, MEMBERS AND PROSPECTIVE MEMBERS GATHER FOR THE COPAA ANNUAL CONFERENCE. THE CONFERENCE CHANGES LOCATION EACH YEAR, ALTERNATING IN DIFFERENT REGIONS OF THE COUNTRY. THE COPAA CONFERENCE PROVIDES UNIQUE OPPORTUNITIES FOR TRAINING AND NETWORKING WITH THE MOST EXPERIENCED AND KNOWLEDGEABLE SPECIAL EDUCATION ADVOCATES AND ATTORNEYS ON PARTICULAR EDUCATIONAL ISSUES. EXHIBITS, BREAKOUTS, NETWORKING, AND PRE-CONFERENCE SESSIONS ARE ALL INCLUDED. PARTICIPANTS ATTEND THE CONFERENCE TO LEARN ABOUT THE MOST RECENT CASES, LEGISLATIVE CHANGES, AND THE LATEST DISABILITY SPECIFIC EDUCATIONAL INTERVENTIONS. APPROXIMATELY 600 REGISTRANTS ATTEND THE CONFERENCE EACH YEAR. 120799 2595 OUTREACH, INFORMATION, AND ENGAGEMENT: ON-LINE MEMBER COMMUNITY THAT FACILITATES PEER-TO-PEER NETWORKING, INFORMATION SHARING, RESOURCES AND OUTREACH. 120799 2595 808286 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MS DENISE S MARSHALL 8444267224 PO BOX 6767 TOWSON MD 21285 MAUREEN VAN STONE CHAIR 4.00 X X 0 0 0 MANDY FAVALORO VICE CHAIR 4.00 X X 0 0 0 JESSE CUTLER SECRETARY 4.00 X X 0 0 0 DAVID JEFFERSON TREASURER 4.00 X X 0 0 0 MELISSA ALEXANDER BOARD MEMBER 4.00 X 0 0 0 CYNTHIA DANIELS HALL BOARD MEMBER 4.00 X 0 0 0 KIMBERLY JACKSON BOARD MEMBER 4.00 X 0 0 0 JON ZIMRING BOARD MEMBER 4.00 X 0 0 0 EILEEN CRUMM BOARD MEMBER 4.00 X 0 0 0 ANDREW FEINSTEIN BOARD MEMBER 4.00 X 0 0 0 CRAIG GOODMARK BOARD MEMBER 4.00 X 0 0 0 ELLEN SAIDEMAN BOARD MEMBER 4.00 X 0 0 0 CAROLINA WATTS BOARD MEMBER 4.00 X 0 0 0 MATT COHEN BOARD MEMBER 4.00 X 0 0 0 MICHAEL GILBERG BOARD MEMBER 4.00 X 0 0 0 MONIKA JONES BOARD MEMBER 4.00 X 0 0 0 MICHELE KULE-KORGOOD BOARD MEMBER 4.00 X 0 0 0 JENNIFER LAVIANO BOARD MEMBER 4.00 X 0 0 0 SHENIKWA MEDLOCK BOARD MEMBER 4.00 X 0 0 0 CATHERINE MERINO REISMAN BOARD MEMBER 4.00 X 0 0 0 DENISE SMITH BOARD MEMBER 4.00 X 0 0 0 ALEXIS CASILLAS BOARD MEMBER 4.00 X 0 0 0 TAL GOLDIN BOARD MEMBER 4.00 X 0 0 0 DENISE MARSHALL CEO 40.00 X 124883 0 11096 124883 0 11096 1 0 0 0 SELENE ALMAZAN LAW LLC 43 RANDOLPH ROAD SUITE 202 SILVER SPRING MD 20904 LEGAL SERVICES 124995 1 240971 93930 334901 CONFERENCE FEES 611710 412660 412660 WEBINAR TRAINING 611710 242777 242777 FEE FOR SERVICE 611710 2595 2595 658032 6340 6340 240000 240000 0 0 CREDIT CARD REWARDS 900099 1922 1922 1922 1001195 658032 0 8262 X 7949 7949 141884 120601 21283 97417 77934 19483 2324 1859 465 7007 5606 1401 17891 14825 3066 133061 133061 34158 34158 187949 166343 1206 20400 43178 36168 7010 24077 24077 5938 5938 1020 1020 151465 151465 527 527 4728 1839 2889 ON-LINE TRAINING 56939 56939 DUES AND SUBSCRIPTIONS 7277 7277 DEVELOPMENT EXPENSES 5209 5209 COMMITTEES 1323 1323 75 75 931396 808286 102710 20400 226558 100907 35339 37281 2821 0 261 6723 32414 33775 18752 17592 933 1160 424668 515473 722994 695319 47635 52585 368714 256655 416349 309240 X 296708 369930 9937 16149 306645 386079 722994 695319 69799 9635 0 X X 1 X 0 1 0 X 264923 349811 291686 264182 334901 1505503 466297 458357 548303 625004 658032 2755993 731220 808168 839989 889186 992933 4261496 26545 27160 31145 17908 29493 132251 0 26545 27160 31145 17908 29493 132251 4129245 2567 3488 6849 7708 6340 26952 2567 3488 6849 7708 6340 26952 1436 1922 3358 733787 811656 846838 898330 1001195 4291806 0.96210 0.96010 0.00630 0.00610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15677 39869 55546 875850 931396 164709 41177 0 0 141040 147071 159178 164709 611998 917997 27528 29290 28030 55546 140394 35260 36768 39795 41177 153000 229500 8068 8464 8247 15677 40456 3913 2753 1160 14839 14839 0 1160 MORGAN STANLEY MUTUAL FUNDS 200476 F MORGAN STANLEY US TREASURY 314997 F 515473 X 1551906 9635 541076 550711 1001195 0 1001195 1472472 541076 541076 931396 0 931396 PART X, LINE 2: THE ORGANIZATION IS A NON-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONTRIBUTIONS TO THE ORGANIZATION QUALIFY FOR A CHARITABLE CONTRIBUTION DEDUCTION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE ORGANIZATION HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019. FASB ASC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION'S MANAGEMENT HAS EVALUATED THE IMPACT OF THIS GUIDANCE TO ITS FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES IN INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY. 0 BETH GOODMAN SCHOLARSHIPS 6 7949 FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - THE FORM 990 IS PREPARED BY THE ORGANIZATION'S AUDITORS AND THEN A DRAFT COPY OF THE RETURN IS PROVIDED TO THE ORGANIZATION FOR REVIEW. THE ACCOUNTANT FIRST AGREES ALL AMOUNTS TO THE GENERAL LEDGER AND FINANCIAL STATEMENTS AND DISCUSSES ANY QUESTIONS WITH THE AUDITORS. ONCE THIS IS DONE THEN THE ACCOUNTANT REVIEWS THE ENTIRE RETURN WITH THE CEO AND THEN THE RETURN IS DISTRIBUTED TO THE BOARD OF DIRECTORS VIA E-MAIL FOR THEIR REVIEW. ALL QUESTIONS ARE THEN SUMMARIZED AND DISCUSSED WITH THE AUDITOR. ALL REQUIRED CHANGES ARE MADE BY THE AUDITOR AND A FINAL RETURN IS REVIEWED AND SIGNED BY THE TREASURER. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AND ANNUALLY MANAGEMENT DISCUSSES THIS IMPORTANT DOCUMENT WITH THE BOARD OF DIRECTORS AND HAS THEM SIGN THE AGREEMENT ANNUALLY TO ENSURE IT IS CURRENT. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S TOP MANAGEMENT INDIVIDUAL, THE CEO, IS EVALUATED BY THE BOARD OF DIRECTORS. EACH BOARD MEMBER IS INVITED TO COMPLETE A CONFIDENTIAL AND COMPREHENSIVE, WRITTEN EVALUATION OF THE CEO AND FORWARD THAT DOCUMENT TO THE PRESIDENT OF THE BOARD. THE PRESIDENT COMPILES THE INFORMATION INTO A SUMMARY EVALUATION AND THEN REVIEWS THE RESULTS WITH THE CEO. ANY ANNUAL COMPENSATION ADJUSTMENTS UP TO 3% ARE MADE INDEPENDENT OF THIS PROCESS, BUT ANY ADJUSTMENTS ABOVE 3% ARE MADE ONLY AFTER THIS PROCESS IS COMPLETE. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS ARE KEPT IN THE ORGANIZATION'S MAIN OFFICE. BEING PUBLIC DOCUMENTS, THEY ARE AVAILABLE TO ANYONE UPON REQUEST. THE ORGANIZATION MAINTAINS A WEBSITE THAT INCLUDES PUBLIC INFORMATION REGARDING PROGRAMMING AND OUTREACH. AN ANNUAL REPORT IS PUBLISHED ON THE ORGANIZATION'S WEBSITE AND E-MAILED TO ITS MEMBERS. THIS REPORT IS AVAILABLE TO ANYONE UPON REQUEST. ADDITIONALLY, THE ORGANIZATION RETAINS COPIES OF THE ANNUAL AUDIT FOR REVIEW BY ANYONE UPON REQUEST. THESE AUDIT REPORTS ARE ALSO INCLUDED WITH MOST GRANT APPLICATIONS. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 86,909. MANAGEMENT AND GENERAL EXPENSES 1,206. FUNDRAISING EXPENSES 20,400. TOTAL EXPENSES 108,515. PUBLIC POLICY AND ADVOCACY CONSULTATION: PROGRAM SERVICE EXPENSES 79,434. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,434. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.