2019-11-14T08:50:08-06:00 2018-12-31 540737372 PBMARES LLP 500 E PRATT STREET SUITE 525 BALTIMORE MD 21202 990 2018-01-01 650877085 COUNCIL OF PARENT ATTORNEYS AND ADVOCATES INC COUN 8444267224 PO BOX 6767 BALTIMORE MD 212856767 DAVID JEFFERSON TREASURER 8444267224 2019-11-13 1 TODD LEVEY P01467848 4434519010 2019-11-07 X 209.10.80.132 2019-11-13 08:32:03 ES P 78D5588198465BC4DB5D28A308D28CEC3EA60C33 0CD500D61E63C9BEF9A26F14A66EA0E6F9C673DF 2018 2020-01-14 16:20:31Z DAVID JEFFERSON PO BOX 6767 BALTIMORE MD 212856767 1101212 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 4 250 0 0 208391 235986 599777 604003 3488 5528 0 0 811656 845517 7005 3167 0 0 218777 264090 0 0 0 547815 546550 773597 813807 38059 31710 601889 606207 347044 332945 254845 273262 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 256513 3167 406497 EACH YEAR IN THE SPRING 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 500 REGISTRANTS ATTEND THE CONFERENCE EACH YEAR. 208000 STAFF TIME SPENT ON VARIOUS COMMITTEES SUCH AS GOVERNMENT RELATIONS, AMICUS, TRAINING, ETC. AS WELL AS CERTAIN LOBBYING ACTIVITIES. IN ADDITION, THIS YEAR COPAA ENTERED INTO AN AGREEMENT WITH A WASHINGTON LOBBYING FIRM TO REPRESENT ITS INTEREST IN CONGRESS. 98330 55700 OUTREACH, INFORMATION, AND ENGAGEMENT: ON-LINE MEMBER COMMUNITY THAT FACILITATES PEER-TO-PEER NETWORKING, INFORMATION SHARING, RESOURCES AND OUTREACH. 168514 141806 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. 168514 141806 731357 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 4 1 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 ALEXIS CASILLAS CHAIR 4.00 X X 0 0 0 MAUREEN VAN STONE VICE CHAIR 4.00 X X 0 0 0 MANDY FAVALORO SECRETARY 4.00 X X 0 0 0 DAVID JEFFERSON TREASURER 4.00 X X 0 0 0 MISSY 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 MARK MARTIN 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 CARRIE WATTS BOARD MEMBER 4.00 X 0 0 0 DIANE WILLCUTTS BOARD MEMBER 4.00 X 0 0 0 MATT COHEN BOARD MEMBER 4.00 X 0 0 0 JESSE CUTLER 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 IMMEDIATE PAST CHAIR 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 MARSHALL EXECUTIVE DIRECTOR 40.00 X 122522 0 3676 122522 0 3676 1 0 0 0 SELENE ALMAZAN LAW LLC 43 RANDOLPH ROAD SUITE 202 SILVER SPRING MD 20904 LEGAL SERVICES 116175 1 205470 30516 235986 CONFERENCE FEES 611710 406497 406497 WEBINAR TRAINING 611710 141806 141806 FEE FOR SERVICE 611710 55700 55700 604003 6849 6849 254374 255695 -1321 -1321 -1321 845517 604003 0 5528 X 3167 3167 126198 107268 18930 115930 94876 21054 1878 1502 376 20084 16763 3321 130659 130659 22238 22238 82731 81496 1235 39518 35124 4394 31994 31994 8087 8087 4206 4206 187010 187010 636 636 3552 1839 1713 ON-LINE TRAINING 25265 25265 COMMITTEES 6424 6424 DUES AND SUBSCRIPTIONS 3764 3764 BOARD & STAFF DEVELOPME 466 466 813807 731357 82450 0 335157 295130 106588 106813 50 1776 20050 1500 15878 35599 17102 16571 1167 531 122999 164858 601889 606207 53794 36214 293250 296731 347044 332945 X 246269 260898 8576 12364 254845 273262 601889 606207 31710 -13293 0 X X 1 X 0 1 0 X 156996 175512 264923 349811 291686 1238928 335934 409549 466297 458357 548303 2218440 492930 585061 731220 808168 839989 3457368 16545 18677 26545 27160 31145 120072 0 16545 18677 26545 27160 31145 120072 3337296 619 3226 2567 3488 6849 16749 619 3226 2567 3488 6849 16749 6230 8458 14688 499779 596745 733787 811656 846838 3488805 0.95660 0.95850 0.00480 0.00350 X 0 0 8464 20826 29290 784517 813807 147071 36768 0 0 114350 128019 141040 147071 530480 795720 29598 29351 27528 29290 115767 28588 32005 35260 36768 132621 198932 8010 7783 8068 8464 32325 17102 16571 531 531 X 1505115 -13293 672891 659598 845517 0 845517 1486698 672891 672891 813807 0 813807 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, 2018 AND 2017. FASB ACCOUNTING STANDARDS CODIFICATION (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. SELENE ALMAZAN FORMER TRUSTEE 116175 LEGAL SERVICES 0 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 EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR, IS EVALUATED BY THE BOARD OF DIRECTORS. EACH BOARD MEMBER IS INVITED TO COMPLETE A CONFIDENTIAL AND COMPREHENSIVE, WRITTEN EVALUATION OF THE EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR. ANY COMPENSATION ADJUSTMENTS 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 24,842. MANAGEMENT AND GENERAL EXPENSES 1,235. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,077. PUBLIC POLICY AND ADVOCACY: PROGRAM SERVICE EXPENSES 56,654. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,654. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.