2019-05-01T18:48:49-05:00 2018-06-30 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 20878 990 2017-07-01 521221301 COUNCIL FOR OPPORTUNITY IN EDUCATION COUN 2023477430 1025 VERMONT AVENUE NW NO 900 WASHINGTON DC 200053516 MAUREEN HOYLER PRESIDENT 2023477430 2019-05-01 1 WILLIAM E TURCO CPA P00369217 3012963600 66.98.98.9 2019-05-01 16:20:20 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00BFBB601F26E6691F3C42FDB75EEBE807206D5E 2017 2019-02-21 02:37:17Z MAUREEN HOYLER 1025 VERMONT AVENUE NW NO 900 WASHINGTON DC 200053516 6900173 0 X WWW.COENET.ORG X 1980 DC TO FURTHER THE EXPANSION OF EDUCATIONAL OPPORTUNITY PROGRAMS THROUGHOUT THE UNITED STATES. 35 35 23 53 12150 16932 4682042 4466587 2303764 2290956 35754 35995 14566 23112 7036126 6816650 119316 147950 0 0 2983421 2815897 0 0 149750 3852308 3663118 6955045 6626965 81081 189685 1957418 2271016 6118075 6205589 -4160657 -3934573 X TO FURTHER THE EXPANSION OF EDUCATIONAL OPPORTUNITY PROGRAMS THROUGHOUT THE UNITED STATES. 0 0 1238508 5000 GRANTS:TRAINING PROJECT PERSONNEL IN TECHNIQUES TO HANDLE SPECIAL PROBLEMS OF RURAL PROJECTS, METHODS OF TESTING AND ASSESSING SKILL LEVELS AND ADMINISTRATION OF GRANTS. 1224789 142950 INFORMATION DISSEMINATION:DISTRIBUTING INFORMATION TO MEMBERS ON ISSUES RELEVANT TO LOW INCOME OR MINORITY STUDENTS INVOLVED IN POST SECONDARY EDUCATION. 847053 2177960 CONFERENCE AND SEMINARS:CONDUCT ANNUAL CONFERENCE AND SEMINARS TO DISSEMINATE INFORMATION AND EDUCATE MEMBERS AND ATTENDEES ON EDUCATIONAL OPPORTUNITY PROGRAMS. 796225 GOVERNMENT RELATIONS:GATHERING AND SUMMARIZING CURRENT AND PROPOSED LEGISLATION RELEVANT TO MEMBER INTEREST. 162115 PROGRAM DEVELOPMENT:EFFORTS TO ESTABLISH NEW PROGRAM AND NEW PROGRAM INITIATIVES PARTICULARLY IN A RESEARCH AND EVALUATION CAPACITY. 654303 61096 PROFESSIONAL DEVELOPMENT:TRAINING MEMBER PERSONNEL IN IMPROVED METHODS OF COUNSELING AND INSTRUCTION. 1612643 61096 4922993 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 78 0 1 23 1 1 1 0 0 0 0 1 1 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 X MAUREEN T HOYLER 2023477430 1025 VERMONT AVENUE NW NO 900 WASHINGTON DC 200053516 KAYE MONK-MORGAN BOARD CHAIR 1.00 X X 0 0 0 KRISTIAN WILES BOARD CHAIR-ELECT 1.00 X X 0 0 0 MICHELLE A DANVERS-FOUST PAST BOARD CHAIR 1.00 X X 0 0 0 TRENT BALL PAST BOARD CHAIR THRU 09/2017 1.00 X X 0 0 0 JEFF KAHLDEN TREASURER 1.00 X X 0 0 0 CHRISTIE HARDBARGER SECRETARY 1.00 X X 0 0 0 KAREN TEXEIRA AEEE MEMBER 1.00 X 0 0 0 MARK D MILLWARD AEEE MEMBER 1.00 X 0 0 0 WOODROW LEWIS JR AEEE MEMBER 1.00 X 0 0 0 LALLA EDWARDS AEEE MEMBER THRU 07/2017 1.00 X 0 0 0 CYNTHIA AYALA ASPIRE MEMBER 1.00 X 0 0 0 DARLENE SAMSON ASPIRE MEMBER 1.00 X 0 0 0 KYLE ETHELBAH ASPIRE MEMBER 1.00 X 0 0 0 JOSEPH D AGUIRRE ASPIRE MEMBER UNTIL 10/2017 1.00 X 0 0 0 ADALIS RULLAN CAEOP MEMBER 1.00 X 0 0 0 BETHSAIDA COLON DIAZ CAEOP MEMBER 1.00 X 0 0 0 JAIME IVAN LOPEZ CAEOP MEMBER 1.00 X 0 0 0 AARON CORTES EOA MEMBER 1.00 X 0 0 0 ANDREW CSETER EOA MEMBER 1.00 X 0 0 0 VALDIS ZALITE EOA MEMBER 1.00 X 0 0 0 ROXANNE GREGG EOA MEMBER THRU 11/2017 1.00 X 0 0 0 REGINA BARNETT-TYLER MEAEOPP MEMBER 1.00 X 0 0 0 SCOTT ROBERTSON MEAEOPP MEMBER 1.00 X 0 0 0 LEO CONWAY MEAEOPP MEMBER 1.00 X 0 0 0 VIRGINIA L KEITHLEY MEAEOPP MEMBER THRU 10/2017 1.00 X 0 0 0 TAMMY NAPIONTEK NAEOP MEMBER 1.00 X 0 0 0 JOSH ENGLER NAEOP MEMBER 1.00 X 0 0 0 SARI BYERLY NAEOP MEMBER 1.00 X 0 0 0 STEPHANIE CRUZ NEOA MEMBER 1.00 X 0 0 0 JANE KIMBALL NEOA MEMBER 1.00 X 0 0 0 RAMON GONZALEZ NEOA MEMBER 1.00 X 0 0 0 GAELYN HASTINGS NEOA MEMBER THRU 09/2017 1.00 X 0 0 0 TOM ROWLAND SAEOPP MEMBER 1.00 X 0 0 0 SELENA BLAIR SAEOPP MEMBER 1.00 X 0 0 0 CHRIS GEORGE SAEOPP MEMBER 1.00 X 0 0 0 RON ABEL SWASAP MEMBER 1.00 X 0 0 0 JOE GIVENS SWASAP MEMBER 1.00 X 0 0 0 ANDREW GONZALEZ SWASAP MEMBER 1.00 X 0 0 0 MARY KATE SNOW SWASAP MEMBER THRU 11/2017 1.00 X 0 0 0 MICHELLE Y THOMAS WESTOP MEMBER 1.00 X 0 0 0 SAMUEL BLANCO III WESTOP MEMBER 1.00 X 0 0 0 DIANA TAPIA-WRIGHT WESTOP MEMBER 1.00 X 0 0 0 CRISTINA AGUIRRE WESTOP MEMBER THRU 07/2017 1.00 X 0 0 0 MAUREEN HOYLER PRESIDENT 40.00 X 388452 0 67169 GREGORY MOLDENHAUER DIRECTOR, BUSINESS & FINANCE 40.00 X 111195 0 17300 ALVIN PHILLIPS SENIOR VICE PRESIDENT 40.00 X 217798 0 13462 KIMBERLY JONES VP, PUBLIC POLICY 40.00 X 222119 0 21946 JOHN HERNANDEZ ASSOC. VP, TECHNOLOGY 40.00 X 153304 0 35088 MARGARET CAHALAN VP, RESEARCH 40.00 X 136238 0 16764 ANGELICA VIALPANDO VP, PROFESSIONAL DEVELOPMENT 40.00 X 127580 0 35252 ARNOLD MITCHEM FORMER PRESIDENT 40.00 X 182751 0 0 1539437 0 206981 9 1 1 0 COOLEY LLP 101 CALIFORNIA STREET 5TH FLOOR SAN FRANCISCO CA 941115800 LEGAL SERVICES 110936 1 3406041 684869 375677 4466587 ANNUAL CONFERENCE 900099 1423114 1362664 8550 51900 SEMINARS 900099 806746 806746 PUBLICATIONS 900099 61096 61096 2290956 35995 35995 83523 83523 0 0 OTHER INCOME 900099 19512 19512 JOBLINE ANNOUNCEMENT 541800 3600 3600 23112 6816650 2230506 12150 107407 X 147950 147950 602772 426103 151454 25215 1782462 1289606 411696 81160 47017 30989 14562 1466 210227 129781 75852 4594 173419 125468 40055 7896 37493 12569 24924 42405 42405 1269086 1220457 48629 364604 169028 193733 1843 4592 4592 476893 295199 157469 24225 368076 288536 78832 708 330004 142994 186652 358 33802 33802 6442 6442 25968 188 25780 EQUIPMENT MAINTENANCE 401937 362212 37655 2070 MEALS 251492 235582 15910 DUES & SUBSCRIPTIONS 50324 46331 3778 215 6626965 4922993 1554222 149750 96150 508230 34896 28363 217719 107998 68247 36188 77567 75219 747029 746687 6784 342 1129536 1193146 326519 321530 1957418 2271016 2034155 1659055 2978913 3518477 1105007 1028057 6118075 6205589 X -4786778 -4380901 612134 432341 13987 13987 -4160657 -3934573 1957418 2271016 189685 36399 0 X 0 1 X 1 0 X 10428384 9034575 5142743 4682042 4466587 33754331 10428384 9034575 5142743 4682042 4466587 33754331 1156187 32598144 27229 28275 43639 116064 119518 334725 17615 17615 46881 132318 3122 14166 19512 215999 34322670 10632674 0.94980 0.94330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 46,881. 2014 AMOUNT: $ 132,318. 2015 AMOUNT: $ 3,122. 2016 AMOUNT: $ 14,166. 2017 AMOUNT: $ 19,512. 81559 81559 5006516 5088075 404404 101101 0 0 701043 582150 501768 404404 2189365 3284048 115959 166327 162404 81559 526249 175261 145538 125442 101101 547342 821013 15144 3 15147 15141 3 15144 15138 3 15141 15135 3 15138 13987 1148 15135 0.92340 0.07660 0 0 747029 746687 342 342 CASH SURRENDER VALUE OF LIFE INSURANCE POLICY 231529 DEPOSITS 90001 321530 DEFERRED RENT 235693 SECURITY DEPOSIT FOR SUBLEASE 12785 DEFERRED COMPENSATION 171901 LINE OF CREDIT 607678 1028057 X 6936572 36399 36399 6900173 -83523 -83523 6816650 6710488 83523 83523 6626965 0 6626965 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: INCOME TAX: 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, 2018 AND 2017. 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 2015. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBLEASE RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B -83,523. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBLEASE RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 83,523. 1 KEITH SHERIN GLOBAL LEADERS STUDY ABROAD 19 119305 KEITH SHERIN GLOBAL LEADERS DC INTERNSHIP PROGRAM 1 23645 GE STEM SCHOLARSHIPS 2 5000 PART I, LINE 2: KEITH SHERIN GLOBAL LEADERS STUDY ABROAD: APPLICANTS MUST BE FROM INSTITUTIONAL MEMBERS OF COE. MUST BE IN GOOD ACADEMIC AND SOCIAL STANDING AT THEIR INSTITUTION. MUST BE PARTICIPANTS IN TRIO PROGRAMS (SSS OR MCNAIR). MUST BE NOMINATED BY THEIR TRIO DIRECTOR. MUST HAVE AT LEAST SOPHOMORE STANDING. MUST HAVE DEMONSTRATED LEADERSHIP POTENTIAL. MUST SUBMIT AN UNOFFICIAL TRANSCRIPT AND ESSAY. PREFERENCE GIVEN TO APPLICANTS WITH NO OVERSEAS TRAVEL OR STUDY EXPERIENCE. 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. GE STEM SCHOLARSHIPS: THE FOLLOWING CRITERIA WERE USED TO SELECT AWARDEES FOR THIS PROGRAM: (1) HE OR SHE MUST BE A GRADUATING HIGH SCHOOL SENIOR WITH THE INTENT TO ENROLL IN A TWO-YEAR OR FOUR-YEAR ACCREDITED COLLEGE OR UNIVERSITY WITH A DECLARED STEM MAJOR; (2) MUST HAVE EITHER PARTICIPATED IN A FEDERAL TRIO PROGRAM, GEAR UP, OR GE/COE COLLEGE ACCESS INITIATIVE, AND (3) MUST BE ELIGIBLE FOR THE PELL GRANT; HAVE A DOCUMENTED DISABILITY, OR BE THE FIRST PERSON IN THEIR FAMILY TO ATTEND COLLEGE. X X X 0 1 0 0 0 0 0 1 0 MAUREEN HOYLER PRESIDENT 343893 0 15500 0 29059 0 54750 0 16509 0 459711 0 0 0 ALVIN PHILLIPS SENIOR VICE PRESIDENT 214750 0 0 0 3048 0 11050 0 7944 0 236792 0 0 0 KIMBERLY JONES VP, PUBLIC POLICY 220598 0 0 0 1521 0 11375 0 14744 0 248238 0 0 0 JOHN HERNANDEZ ASSOC. VP, TECHNOLOGY 152420 0 0 0 884 0 8000 0 29791 0 191095 0 0 0 MARGARET CAHALAN VP, RESEARCH 135739 0 0 0 499 0 6920 0 11746 0 154904 0 0 0 ANGELICA VIALPANDO VP, PROFESSIONAL DEVELOPMENT 127510 0 0 0 70 0 6550 0 30115 0 164245 0 0 0 ARNOLD MITCHEM FORMER PRESIDENT 182751 0 0 0 0 0 0 0 0 0 182751 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 $36,250 FOR THE CALENDAR YEAR ENDING 12/31/2017. 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 (IE, 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 819,831. MANAGEMENT AND GENERAL EXPENSES 25,724. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 845,555. CONSULTANTS: PROGRAM SERVICE EXPENSES 348,249. MANAGEMENT AND GENERAL EXPENSES 2,710. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 350,959. CONTRACTUAL COSTS: PROGRAM SERVICE EXPENSES 42,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,000. TEMPORARY PERSONNEL: PROGRAM SERVICE EXPENSES 10,377. MANAGEMENT AND GENERAL EXPENSES 20,195. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,572.