2016-05-09T15:01:27-05:00 2015-06-30 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2014-07-01 521221301 COUNCIL FOR OPPORTUNITY IN EDUCATION COUN 2023477430 1025 VERMONT AVENUE NO 900 WASHINGTON DC 20005 MAUREEN HOYLER PRESIDENT 2023477430 2016-05-09 1 WILLIAM E TURCO CPA P00369217 3012963600 2014 2016-08-17 19:52:53Z MAUREEN HOYLER 1025 VERMONT AVENUE NO 900 WASHINGTON DC 20005 11121057 0 X WWW.COENET.US X 1980 DC TO FURTHER THE EXPANSION OF EDUCATIONAL OPPORTUNITY PROGRAMS THROUGHOUT THE UNITED STATES. 35 35 29 36 0 0 10428384 9034575 2034946 1925889 27229 28275 46881 132318 12537440 11121057 0 167942 0 0 3465181 3350173 0 0 192142 8769488 7502750 12234669 11020865 302771 100192 4364995 3244105 7479932 6223550 -3114937 -2979445 X TO FURTHER THE EXPANSION OF EDUCATIONAL OPPORTUNITY PROGRAMS THROUGHOUT THE UNITED STATES. 0 0 5828912 22500 GRANTS:TRAINING PROJECT PERSONNEL IN TECHNIQUES TO HANDLE SPECIAL PROBLEMS OF RURAL PROJECTS, METHODS OF TESTING AND ASSESSING SKILL LEVELS AND ADMINISTRATION OF GRANTS. 1141213 144502 INFORMATION DISSEMINATION:DISTRIBUTING INFORMATION TO MEMBERS ON ISSUES RELEVANT TO LOW INCOME OR MINORITY STUDENTS INVOLVED IN POST SECONDARY EDUCATION. 1006309 1853609 CONFERENCE AND SEMINARS:CONDUCT ANNUAL CONFERENCE AND SEMINARS TO DISSEMINATE INFORMATION AND EDUCATE MEMBERS AND ATTENDEES ON EDUCATIONAL OPPORTUNITY PROGRAMS. 527895 GOVERNMENT RELATIONS:GATHERING AND SUMMARIZING CURRENT AND PROPOSED LEGISLATION RELEVANT TO MEMBER INTEREST. 290599 565 PROGRAM DEVELOPMENT:EFFORTS TO ESTABLISH NEW PROGRAM AND NEW PROGRAM INITIATIVES PARTICULARLY IN A RESEARCH AND EVALUATION CAPACITY. 291468 23480 PROFESSIONAL DEVELOPMENT:TRAINING MEMBER PERSONNEL IN IMPROVED METHODS OF COUNSELING AND INSTRUCTION. 375 375 OTHER 1110337 940 23480 9086771 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 71 0 1 29 1 0 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 IL OR X MAUREEN T HOYLER 2023477430 1025 VERMONT AVENUE NO 900 WASHINGTON DC 20005 OSCAR FELIX BOARD CHAIR 1.00 X X 0 0 0 TRENT BALL BOARD CHAIR-ELECT 1.00 X X 0 0 0 JORGE MARTINEZ SANTIAGO TREASURER 1.00 X X 0 0 0 TRACY KARASINSKI SECRETARY 1.00 X X 0 0 0 AMY VERLANIC PAST BOARD CHAIR 1.00 X X 0 0 0 RONNI GROSS PARLIAMENTARIAN 1.00 X X 0 0 0 LALLA GREEN AEEE MEMBER 1.00 X X 0 0 0 CASSANDRA DAVIS-BLANKS AEEE MEMBER 1.00 X X 0 0 0 SUSAN OTT AEEE MEMBER 1.00 X X 0 0 0 JOSEPH AGUIRRE ASPIRE MEMBER 1.00 X X 0 0 0 JAMIE MANZANARES ASPIRE MEMBER 1.00 X X 0 0 0 CRAIG HARTER ASPIRE MEMBER 1.00 X X 0 0 0 CRISTINA FREYTES CAEOP MEMBER 1.00 X X 0 0 0 JAIME IVAN LOPEZ CAEOP MEMBER 1.00 X X 0 0 0 BETHSAIDA COLON DIAS CAEOP MEMBER 1.00 X X 0 0 0 ROXANNE GREGG MAEOPP MEMBER 1.00 X X 0 0 0 KAYE MONK-MORGAN MAEOPP MEMBER 1.00 X X 0 0 0 ANNETTE HORVAT MAEOPP MEMBER 1.00 X X 0 0 0 VIRGINIA KEITHLEY MEAEOPP MEMBER 1.00 X X 0 0 0 CHRISTIE HARDBARGER MEAEOPP MEMBER 1.00 X X 0 0 0 MIKE HENRY MEAEOPP MEMBER 1.00 X X 0 0 0 KRISTIAN WILES NAEOP MEMBER 1.00 X X 0 0 0 SEBASTIAN MYRICK NAEOP MEMBER 1.00 X X 0 0 0 TRACI BIRDSELL NAEOP MEMBER 1.00 X X 0 0 0 RANDALL SCHROEDER NEOA MEMBER 1.00 X X 0 0 0 KAREN KEIM NEOA MEMBER 1.00 X X 0 0 0 JEANNE STOKES SAEOPP MEMBER 1.00 X X 0 0 0 CHRIS GEORGE SAEOPP MEMBER 1.00 X X 0 0 0 MICHAEL MAXWELL SAEOPP MEMBER 1.00 X X 0 0 0 MARY KATE SNOW SWASAP MEMBER 1.00 X X 0 0 0 MARTIN LOPEZ SWASAP MEMBER 1.00 X X 0 0 0 JEFF KAHLDEN SWASAP MEMBER 1.00 X X 0 0 0 CRISTINA AGUIRRE WESTOP MEMBER 1.00 X X 0 0 0 ANITA BLANCO WESTOP MEMBER 1.00 X X 0 0 0 OLGA DIAZ WESTOP MEMBER 1.00 X X 0 0 0 MAUREEN HOYLER PRESIDENT/EXECUTIVE VICE PRESIDENT 40.00 X 381120 0 51260 GREGORY MOLDENHAUER DIRECTOR OF BUSINESS & FINANCE 40.00 X 99898 0 13009 ALVIN PHILLIPS SENIOR VICE PRESIDENT 40.00 X 198209 0 10990 KIMBERLY JONES VP, PUBLIC POLICY 40.00 X 200254 0 16904 JANELLA FRANKLIN VP, PHILANTROPHY 40.00 X 164653 0 16311 JOHN HERNANDEZ VP, TECHNOLOGY 40.00 X 160031 0 26461 ARNOLD MITCHEM FORMER PRESIDENT 40.00 X 194167 0 0 1398332 0 134935 9 1 1 0 COOLEY LLP 101 CALIFORNIA STREET SAN FRANCISCO CA 941115800 LEGAL SERVICES 216274 ARNOLD MITCHEM 3901 WOODLAWN ROAD CHEVY CHASE MD 20815 PROFESSIONAL AND CONSULTING SERVICES 194167 2 3169817 4537662 1327096 9034575 ANNUAL CONFERENCE 900099 1423714 1374914 48800 SEMINARS 900099 478695 478695 PUBLICATIONS 900099 23480 23480 1925889 28275 28275 OTHER INCOME 900099 132318 132318 132318 11121057 1877089 0 209393 X 167942 167942 546737 414162 110011 22564 2251151 1749870 403093 98188 99188 67730 28242 3216 244928 151161 87732 6035 208169 161814 37275 9080 65706 30003 35703 62200 4000 58200 4344279 4141324 202955 449758 396274 47989 5495 550618 413515 106947 30156 753740 625253 115280 13207 433040 257098 174660 1282 105245 105245 90020 90020 69409 11193 58216 EQUIPMENT MAINTENANCE 480249 460023 17992 2234 DUES & SUBSCRIPTIONS 73809 66256 7553 OTHER EXPENSES 17221 -38303 54839 685 PROGRAM PARTNERSHIP COS 7456 7456 11020865 9086771 1741952 192142 514866 449944 34008 44078 1934331 825905 403069 435314 34266 76302 1124927 1026768 178712 98159 935467 974451 330276 339952 4364995 3244105 3924406 2518954 2755108 2816102 451057 547044 349361 341450 7479932 6223550 X -5344139 -4189284 2215215 1195852 13987 13987 -3114937 -2979445 4364995 3244105 100192 35300 0 X 0 1 X 1 1 1 X 8504706 10229812 9585062 10428384 9034575 47782539 8504706 10229812 9585062 10428384 9034575 47782539 4596997 43185542 12986 30475 27452 27229 28275 126417 14523 10754 24694 46881 132318 229170 48138126 8010810 0.89710 0.88100 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2010 AMOUNT: $ 14,523. 2011 AMOUNT: $ 10,754. 2012 AMOUNT: $ 24,694. 2013 AMOUNT: $ 46,881. 2014 AMOUNT: $ 132,318. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 115959 115959 10904906 11020865 701043 175261 0 0 753577 788896 761733 701043 3005249 4507874 302874 221706 168235 115959 808774 188394 197224 190433 175261 751312 1126968 15135 3 15138 13987 1148 15135 13987 13987 10977 3010 203 203 13987 9735 1242 15 15 10977 0.92400 0.07600 0 0 1124927 1026768 98159 98159 CASH SURRENDER VALUE OF LIFE INSURANCE POLICY 157737 DEPOSITS 182215 339952 DEFERRED RENT 341450 341450 X 11156357 35300 35300 11121057 0 11121057 11020865 0 11020865 0 11020865 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. HOWEVER, THE COUNCIL IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME, AS DEFINED BY THE INTERNAL REVENUE SERVICE. THE COUNCIL HAD NO UNRELATED BUSINESS INCOME DURING THE YEAR ENDED JUNE 30, 2015 AND 2014. 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 2012. 1 GE STEM SCHOLARSHIPS 9 23065 KEITH SHERIN GLOBAL LEADERS STUDY ABROAD 20 98397 KEITH SHERIN GLOBAL LEADERS DC INTERNSHIP PROGRAM 2 46480 PART I, LINE 2: 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. 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 HAVE AT LEAST ONE'S SEMESTER'S COURSEWORK OR THE EQUIVALENT IN SPANISH. 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. 1 X X X 0 1 0 0 0 0 0 1 0 MAUREEN HOYLER PRESIDENT/EXECUTIVE VICE PRESIDENT 337500 0 15000 0 28620 0 43241 0 11772 0 436133 0 0 0 ALVIN PHILLIPS SENIOR VICE PRESIDENT 197750 0 0 0 459 0 10054 0 6377 0 214640 0 0 0 KIMBERLY JONES VP, PUBLIC POLICY 194746 0 5000 0 508 0 9913 0 10470 0 220637 0 0 0 JANELLA FRANKLIN VP, PHILANTROPHY 163812 0 0 0 841 0 8292 0 9421 0 182366 0 0 0 JOHN HERNANDEZ VP, TECHNOLOGY 155572 0 4000 0 459 0 8025 0 21436 0 189492 0 0 0 ARNOLD MITCHEM FORMER PRESIDENT 194167 0 0 0 0 0 0 0 0 0 194167 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 ACCURAL OF $25,500 FOR THE CALENDAR YEAR ENDING 12/31/2014. 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 11 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 696,158. MANAGEMENT AND GENERAL EXPENSES 140,215. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 836,373. CONTRACTUAL COSTS: PROGRAM SERVICE EXPENSES 3,164,910. MANAGEMENT AND GENERAL EXPENSES 200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,165,110. CONSULTANTS: PROGRAM SERVICE EXPENSES 274,581. MANAGEMENT AND GENERAL EXPENSES 5,150. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 279,731. TEMPORARY PERSONNEL: PROGRAM SERVICE EXPENSES 5,675. MANAGEMENT AND GENERAL EXPENSES 42,533. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,208. COMPUTER CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,857. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,857.