2024-08-23T09:10:00-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2023-01-01 391315014 EDUCATIONAL OPPORTUNITY ASSOCIATION INC EDUC 2317770425 8032 22ND AVENUE KENOSHA WI 53143 ROBERT ROSS TREASURER 2317770425 2024-08-22 1 1 MARIE A PRIMUS CPA P01272184 3202517010 2024-08-22 2023 2024-08-08 14:25:15Z ROBERT ROSS 8032 22ND AVENUE KENOSHA WI 53143 807673 0 X EOA.ORG X 2001 WI TO PROVIDE POST-SECONDARY EDUCATION OPPORTUNITIES. 22 22 0 110 0 0 154520 134691 378145 662508 0 10049 450 425 533115 807673 14000 12000 0 0 0 0 0 0 0 599532 726548 613532 738548 -80417 69125 733618 847576 0 0 733618 847576 X TO BRING COMMUNITY PERSONS WHO HAVE AN ACTIVE INTEREST IN OR WHO ARE PROFESSIONALLY INVOLVED IN BROADENING ACCESSIBILITY TO AND SUCCESS IN FORMAL POSTSECONDARY EDUCATION. THE ASSOCIATION IS PARTICULARLY CONCERNED ABOUT STUDENTS WHO, BY REASON OF SOCIOECONOMIC STATION, FIRST GENERATION STATUS, ETHNIC DEFINITION, MILITARY VETERAN STATUS, AND/OR DISABILITY, ARE IN A POSITION OF DISADVANTAGE WITH TRADITIONAL MAINSTREAM AMERICAN STUDENTS. 0 0 617490 12000 662933 THE PURPOSE OF THE EDUCATIONAL OPPORTUNITY ASSOCIATION, (THE ASSOCIATION) IS TO BRING TOGETHER INTO A WORK AND STUDY COMMUNITY PERSONS WHO HAVE AN ACTIVE INTEREST IN OR WHO ARE PROFESSIONALLY INVOLVED IN BROADENING ACCESSIBILITY TO AND SUCCESS IN FORMAL POSTSECONDARY EDUCATION. MAJOR FOCI WILL BE: 1) ELEMENTS WHICH PREPARE STUDENTS FOR POSTSECONDARY EDUCATIONAL EXPERIENCES; AND 2) INSTITUTIONAL RESPONSES TO THE CHALLENGE OF SERVING MORE DIVERSE STUDENT POPULATIONS. THE ASSOCIATION IS PARTICULARLY CONCERNED ABOUT STUDENTS WHO, BY REASON OF SOCIOECONOMIC STATION, FIRST GENERATION STATUS, ETHNIC DEFINITION, MILITARY VETERAN STATUS, AND/OR DISABILITY, ARE IN A POSITION OF DISADVANTAGE WITH TRADITIONAL MAINSTREAM AMERICAN STUDENTS. THE ASSOCIATION SEEKS TO ACCOMPLISH ITS PURPOSE(S) BY: 1) PROMOTING RESEARCH, EVALUATION, PROGRAMMATIC AND FISCAL PLANNING, AND TRAINING INCLUSIVE OF, BUT NOT LIMITED TO, CONDUCTING WORKSHOPS AND SEMINARS, AND EDUCATING THE PUBLIC AND PUBLIC OFFICIALS TO THE CONCERNS OF THE ASSOCIATION; 2) DEVELOPING THE CAPABILITY TO MAKE TIMELY AND MEANINGFUL RESPONSES TO ISSUES AND CONCERNS AFFECTING THE EDUCATIONAL RESOURCES AND ENVIRONMENTS OF STUDENTS; 3) ENCOURAGING THE DEVELOPMENT AND EXPANSION OF A COMMUNICATIONS NETWORK PRIMARILY FOR PERSONS PROFESSIONALLY INVOLVED IN EDUCATIONAL OPPORTUNITY PROGRAMS AND SERVICES; 4) ENGAGING IN THE SPECIFIC AND GENERAL COORDINATION OF EFFORTS WITH OTHER ORGANIZATIONS AND PERSONS HAVING PURPOSES SUPPORTIVE OF OR IN HARMONY WITH ASSOCIATION CONCERNS; AND, 5) AWARDING SCHOLARSHIPS TO STUDENTS IN ACCORDANCE WITH THE PURPOSES OF THE ASSOCIATION AND ACCORDING TO QUALIFICATIONS ESTABLISHED BY THE BOARD OF DIRECTORS AND THE GENERAL ASSEMBLY IN CONJUNCTION WITH THE EOA FOUNDATION.IN 2023, ACCOMPLISHMENTS INCLUDED CONDUCTING AN EOA ANNUAL PROFESSIONAL CONFERENCE, EMERGING LEADERS INSTITUTE, AND KEITH SHERIN GLOBAL LEADERS PROGRAM; PROVIDING SCHOLARSHIPS TO COLLEGE AND PRE-COLLEGE PARTICIPANTS; AND PROVIDING PROFESSIONAL DEVELOPMENT WORKSHOPS FOR ACTIVITIES THAT TEACH-TRAIN THE TRAINER, MOMENTUM RECRUITMENT GUIDE WITH PARADIGM SHIFT, OMB UNIFORM GUIDANCE, PEOPLE FIRST PROFESSIONAL DEVELOPMENT WITH PARADIGM SHIFT, AND CREATING CULTURE WITH PARADIGM SHIFT. 617490 1 1 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 0 1 1 1 0 0 1 0 0 0 0 0 0 WI X ROBERT ROSS 2317770425 8032 22ND AVENUE KENOSHA WI 53143 X CINDY VIRTA PRESIDENT 4.00 X X 0 0 0 RONNELL DUBOSE PAST PRESIDENT 2.00 X X 0 0 0 ADAM CINDERICH PRESIDEN-ELECT 2.00 X X 0 0 0 SHANNA FRANK SECRETARY 2.00 X X 0 0 0 ROBERT ROSS TREASURER 5.00 X X 0 0 0 MISTY WILLIAMS PARLIAMENTARIAN 1.00 X 0 0 0 DR SHATOYA BLACK MEMBER 1.00 X 0 0 0 ANTHONY SAGO MEMBER 1.00 X 0 0 0 MACEO RAINEY MEMBER 1.00 X 0 0 0 LETISE JENKINS MEMBER 1.00 X 0 0 0 SIBYL MCINTIRE MEMBER 1.00 X 0 0 0 DARCIE SPROUSE MEMBER 1.00 X 0 0 0 ANDREA MIRELES MEMBER 1.00 X 0 0 0 AVA MCDOWELL MEMBER 1.00 X 0 0 0 KIM HILDAHL MEMBER 1.00 X 0 0 0 ASHLEY BEEMAN MEMBER 1.00 X 0 0 0 MIOSHA WAGNER MEMBER 1.00 X 0 0 0 BRANDON HAMMOND MEMBER 1.00 X 0 0 0 DEATRA GREENE-NDIAYE MEMBER 1.00 X 0 0 0 LEROY BURROUGHS MEMBER 1.00 X 0 0 0 MELISSA LUEDTKE MEMBER 1.00 X 0 0 0 DANNY GISSING MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 90131 44560 134691 NATIONAL CONFERENCE 561499 351708 351708 AFFILIATE REVENUE 561499 310800 310800 662508 10049 10049 MISCELLEANEOUS INCOME 561499 425 425 425 807673 662933 0 10049 12000 12000 7248 7248 20769 20769 93191 22458 70733 540097 540097 CERTIFICATION EXPENSES 42935 42935 BOARD ACTIVITIES 22308 22308 738548 617490 121058 0 425754 529663 307864 317913 733618 847576 0 0 X 0 0 0 0 733618 847576 733618 847576 733618 847576 69125 44833 0 X 0 0 0 X 610535 425103 113757 154520 134691 1438606 610535 425103 113757 154520 134691 1438606 1438606 10049 10049 1448655 2305272 0.99310 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 EDUCATION OPPORTUNITY ASSOCIATION FOUNDATION 150 THOMPSON DRIVE SE CEDAR RAPIDS IA 52403 411746158 501(C)(3) 12000 0 SCHOLARSHIPS 1 0 FORM 990, PART VI, SECTION A, LINE 6 SECTION 3.1 TYPES OF MEMBERSHIP MEMBERSHIP IN THE ASSOCIATION IS SUBJECT TO THE REVIEW OF THE ASSOCIATION MEMBERSHIP AND CERTIFICATION COMMITTEE. THERE SHALL BE NO INDIVIDUAL MEMBERSHIP IN A CHAPTER APART FROM MEMBERSHIP IN THE ASSOCIATION. MEMBERSHIP IN THE ASSOCIATION IS OF FIVE TYPES: ACTIVE PROFESSIONAL, AFFILIATE, ORGANIZATIONAL, HONORARY, AND HONORARY ACTIVE PROFESSIONAL. SECTION 3.2 ACTIVE PROFESSIONAL MEMBERSHIP 3.2.1) ACTIVE PROFESSIONAL MEMBERSHIP IS AVAILABLE FOR ANY PROFESSIONAL WHO WILL ACTIVELY SUPPORT THE PURPOSES AND OBJECTIVES OF THE ASSOCIATION, AS DELINEATED IN ARTICLE 2 OF THIS CONSTITUTION AND BYLAWS AND WHOSE PRIMARY WORK IS EITHER DIRECTLY IN EDUCATIONAL OPPORTUNITY PROGRAMS AND SERVICES OR IN A PROFESSIONAL FIELD THAT INDIRECTLY PROMOTES EDUCATIONAL OPPORTUNITIES. ACTIVE PROFESSIONAL MEMBERS MUST BE MEMBERS IN GOOD STANDING OF A RECOGNIZED CHAPTER CHARTERED BY THE ASSOCIATION, MUST RESIDE OR WORK WITHIN THE ASSOCIATION'S BORDERS AND MUST PAY THE ANNUAL DUES AS ESTABLISHED BY THE BOARD OF DIRECTORS. 3.2.2) EACH ACTIVE PROFESSIONAL MEMBER IS ENTITLED TO HAVE VOICE AND ONE VOTE IN AFFAIRS OF THE ASSOCIATION AND IS ELIGIBLE TO HOLD OFFICE AS DELINEATED IN ARTICLE 5, SECTION 5.1 OF THIS CONSTITUTION AND BYLAWS. SECTION 3.3 AFFILIATE MEMBERSHIP 3.3.1) AFFILIATE MEMBERSHIP IS AVAILABLE FOR ANY INDIVIDUAL WHO SUPPORTS THE PURPOSES AND OBJECTIVES OF THE ASSOCIATION, AS HEREIN EXPRESSED, SUCH AS EDUCATIONAL OPPORTUNITY PROGRAM ALUMNI, PARTICIPANTS, RETIREES, GRADUATE STUDENTS, AND OTHERS HAVING AN INTEREST IN BROADENING ACCESSIBILITY TO AND SUCCESS IN FORMAL POSTSECONDARY EDUCATION. AFFILIATE MEMBERS MUST BE MEMBERS IN GOOD STANDING OF A RECOGNIZED CHAPTER CHARTERED BY THE ASSOCIATION, NEED NOT RESIDE OR WORK WITHIN THE ASSOCIATION'S BORDERS, AND MUST PAY THE ANNUAL DUES AS ESTABLISHED BY THE BOARD OF DIRECTORS. 3.3.2) EACH AFFILIATE MEMBER MAY HAVE VOICE BUT MAY NOT VOTE IN AFFAIRS OF THE ASSOCIATION AND IS NOT ELIGIBLE TO HOLD OFFICE. SECTION 3.4 ORGANIZATIONAL MEMBERSHIP 3.4.1) ORGANIZATIONAL MEMBERSHIP IS AVAILABLE FOR ANY ORGANIZATION, WHETHER AN EDUCATIONAL INSTITUTION, NONPROFIT ORGANIZATION, CORPORATION, BUSINESS, OR AGENCY HAVING AN ACTIVE INTEREST IN PROMOTING THE GOALS OF THE ASSOCIATION. ORGANIZATIONAL MEMBERS MUST BE MEMBERS IN GOOD STANDING WITH THE ASSOCIATION AND MUST PAY THE ANNUAL DUES AS ESTABLISHED BY THE BOARD OF DIRECTORS. 3.4.2) EACH ORGANIZATIONAL MEMBER SHALL BE ALLOWED INDIVIDUALS, UP TO THE LEVEL OF PAID MEMBERSHIP DUES, TO BECOME CERTIFIED TO REPRESENT THE ORGANIZATION AT MEETINGS OF, OR OTHERWISE IN CONNECTION WITH, THE ASSOCIATION/CHAPTER AND RECEIVE MEMBER RATES FOR ATTENDANCE AND PARTICIPATION. 3.4.3) EACH INDIVIDUAL CERTIFIED UNDER AN ORGANIZATIONAL MEMBERSHIP MAY HAVE VOICE BUT NOT VOTE IN THE AFFAIRS OF THE ASSOCIATION AND IS NOT ELIGIBLE TO HOLD OFFICE. SECTION 3.5 HONORARY MEMBERSHIP 3.5.1) HONORARY MEMBERSHIP MAY BE CONFERRED UPON AN INDIVIDUAL, INSTITUTION, ORGANIZATION, FOUNDATION, OR BUSINESS BY A TWO-THIRDS VOTE OF THE BOARD OF DIRECTORS IN RECOGNITION OF EXTRAORDINARY CONTRIBUTIONS TO OR SUPPORT OF THE ASSOCIATION. ANY ACTIVE PROFESSIONAL MEMBER, ASSOCIATE MEMBER, ASSOCIATION COMMITTEE, OR CHAPTER MAY SUBMIT A NOMINATION FOR HONORARY MEMBERSHIP FOR CONSIDERATION BY THE BOARD OF DIRECTORS. ONCE CONFERRED, HONORARY MEMBERSHIP IS PERPETUAL UNLESS OR UNTIL OTHERWISE DETERMINED BY THE BOARD OF DIRECTORS. HONORARY MEMBERS NEED NOT BE MEMBERS OF A RECOGNIZED CHAPTER CHARTERED BY THE ASSOCIATION NOR RESIDE IN OR BE EMPLOYED WITHIN A CHARTERED CHAPTER'S BORDERS OR THOSE OF THE ASSOCIATION. ANNUAL DUES ARE WAIVED FOR HONORARY MEMBERS. 3.5.2) HONORARY MEMBERS ARE TO RECEIVE RECOGNITION BY ANNUAL PUBLICATION OF A ROSTER OF SUCH MEMBERS AND BY SUCH OTHER RECOGNITION AS MAY BE DEEMED APPROPRIATE BY THE BOARD OF DIRECTORS. 3.5.3) EACH HONORARY MEMBER MAY HAVE VOICE, BUT MAY NOT VOTE IN AFFAIRS OF THE ASSOCIATION, AND IS NOT ELIGIBLE TO HOLD OFFICE. SECTION 3.6 HONORARY ACTIVE PROFESSIONAL MEMBERSHIP 3.6.1) HONORARY ACTIVE PROFESSIONAL MEMBERSHIP IS LIMITED TO CURRENT ACTIVE PROFESSIONALS IN RECOGNITION OF EXTRAORDINARY SERVICE TO THE ASSOCIATION. ANY ACTIVE PROFESSIONAL MEMBER, ASSOCIATE MEMBER, ASSOCIATION COMMITTEE, OR CHAPTER MAY SUBMIT A NOMINATION FOR HONORARY ACTIVE PROFESSIONAL MEMBERSHIP FOR CONSIDERATION BY THE BOARD OF DIRECTORS. ONCE CONFERRED, HONORARY ACTIVE PROFESSIONAL MEMBERSHIP IS PERPETUAL UNLESS OR UNTIL OTHERWISE DETERMINED BY THE BOARD OF DIRECTORS. ANNUAL DUES ARE WAIVED FOR HONORARY ACTIVE PROFESSIONAL MEMBERS. 3.6.2) A PAST PRESIDENT OF THE ASSOCIATION WILL, FIVE YEARS FROM THE COMPLETION OF THEIR TERM, BE AUTOMATICALLY RECOGNIZED WITH AN HONORARY ACTIVE PROFESSIONAL MEMBERSHIP. 3.6.3) HONORARY ACTIVE PROFESSIONAL MEMBERS ARE TO RECEIVE RECOGNITION BY ANNUAL PUBLICATION OF A ROSTER OF SUCH MEMBERS AND BY SUCH OTHER RECOGNITION AS MAY BE DEEMED APPROPRIATE BY THE BOARD OF DIRECTORS. 3.6.4) HONORARY ACTIVE PROFESSIONAL MEMBERS ARE ENTITLED TO BOTH VOICE AND VOTE IN THE AFFAIRS OF THE ASSOCIATION AND ARE ELIGIBLE TO HOLD OFFICE AS DELINEATED IN ARTICLE 5, SECTION 5.1 OF THIS CONSTITUTION AND BYLAWS. HOWEVER, HONORARY ACTIVE PROFESSIONAL MEMBERS WHO WISH TO HOLD OFFICE MUST RESIDE OR WORK WITHIN THE ASSOCIATION'S BORDERS. FORM 990, PART VI, SECTION A, LINE 7B THE PRESIDENT SHALL NOMINATE THE CHAIRS AND MEMBERS OF ALL COMMITTEES NEEDED TO CONDUCT THE AFFAIRS OF THE ASSOCIATION. THEIR APPOINTMENT SHALL BE SUBJECT TO CONFIRMATION BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING WITH THE IRS, FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE, WHICH CONSISTS OF THE PRESIDENT, PAST PRESIDENT, PRESIDENT ELECT, TREASURER, FINANCE COMMITTEE CHAIR, AND AT LEAST TWO MEMBERS AT LARGE. A COPY OF THE MOST RECENT 990 IS INCLUDED FOR THE MEMBERS IN THEIR PACKET AT THE GENERAL ASSEMBLY. FORM 990, PART VI, SECTION B, LINE 12 WE DO NOT HAVE A CONFLICT OF INTEREST POLICY BUT WE DO HAVE AN ETHICS CREDO THAT IS COMPLETED BY EACH BOARD MEMBER ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).