2024-11-14T08:00:05-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 53 STATE STREET BOSTON MA 02109 990 2023-01-01 203409257 THE COPELAND CENTER FOR WELLNESS AND RECOVERY INC COPE 8022545335 PO BOX 6471 BRATTLEBORO VT 05302 PETER ASHENDEN PRESIDENT 8022545335 2024-11-13 1 1 KRISTEN CUMMINGS P01510495 6178075000 2024-11-13 2023 2024-10-15 13:58:12Z PETER ASHENDEN PO BOX 6471 BRATTLEBORO VT 05302 1756763 0 X COPELANDCENTER.COM X 2005 VT PROMOTE PERSONAL, ORGANIZATIONAL AND COMMUNITY WELLNESS AND EMPOWERMENT BY SHIFTING THE SYSTEM OF MENTAL HEALTH CARE TOWARD PREVENTION AND RECOVERY FOCUS BY CREATING REFORM THROUGH EDUCATION, TRAINING AND RESEARCH INITIATIVES. 5 5 16 45 0 0 449261 551249 1351452 1198179 0 5461 948 1874 1801661 1756763 239641 177397 0 0 918913 950608 0 14258 14258 537918 658694 1696472 1800957 105189 -44194 757487 735194 188479 210380 569008 524814 PROMOTE PERSONAL, ORGANIZATIONAL AND COMMUNITY WELLNESS AND EMPOWERMENT BY SHIFTING THE SYSTEM OF MENTAL HEALTH CARE TOWARD PREVENTION AND RECOVERY FOCUS BY CREATING REFORM THROUGH EDUCATION, TRAINING AND RESEARCH INITIATIVES. 0 0 1455537 177397 1198179 PROVIDE TRAINING TO BOTH USERS OF MENTAL HEALTH SERVICES AND MENTAL HEALTH PROFESSIONALS WITH THE FOLLOWING OBJECTIVES: DIRECTLY EMPOWER PEOPLE TO TAKE CONTROL OF THEIR LIVES, EFFECTIVELY MANAGE LIFE'S MOST DISTRESSING DIFFICULTIES, ENJOY MEANINGFUL LIVES AS FULL MEMBERS OF THE COMMUNITY, AND TO CREATE SUPPORTING ENVIRONMENTS AND INFRASTRUCTURES WITHIN THE COMMUNITY THAT WILL SUPPORT SUSTAINED WELLNESS. 1455537 1 1 0 0 0 0 0 0 0 0 1 0 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 42 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 8022545335 PO BOX 6471 BRATTLEBORO VT 05302 PETER ASHENDEN PRESIDENT 1.00 X X 0 0 0 CHERYL SHARP VICE PRESIDENT 1.00 X X 0 0 0 PATTI BITTNEY-STARKE TREASURER 1.00 X X 0 0 0 MAE STILES SECRETARY (RESIGNED 8/2023) 1.00 X X 0 0 0 SCOTT METZGER DIRECTOR 1.00 X 0 0 0 YVONNE SMITH DIRECTOR (RESIGNED 9/2023) 1.00 X 0 0 0 JAWANZA HADLEY DIRECTOR (AS OF 3/2023) 1.00 X 0 0 0 MATTHEW FEDERICI EXECUTIVE DIRECTOR 40.00 X 117869 0 15944 117869 0 15944 1 0 0 0 0 13770 497263 40216 551249 PROGRAM FEES 611600 1198179 1198179 1198179 5461 5461 MISCELLANEOUS REVENUE 624100 1874 1874 1874 1756763 1198179 0 7335 X 177397 177397 133813 107050 26763 650685 541965 108720 24590 20371 4219 78865 65464 13401 62655 51870 10785 7263 7263 9000 9000 14258 14258 239869 180602 59267 52739 29893 22846 25676 9406 16270 63025 63025 157817 153623 4194 6714 6459 255 4052 4052 7889 7889 MANUALS AND BOOKS 48329 47352 977 BOARD DEVELOPMENT 30004 30004 6317 1060 5257 1800957 1455537 331162 14258 642401 139201 0 405461 105923 169734 9163 9162 7591 7591 0 0 0 11636 757487 735194 39456 64997 149023 145383 188479 210380 X 569008 524814 569008 524814 757487 735194 -44194 0 X 1 X 0 0 0 X 462689 569673 745398 449261 551249 2778270 763245 545340 833642 1351452 1198179 4691858 1225934 1115013 1579040 1800713 1749428 7470128 0 162413 162413 162413 162413 7307715 5461 5461 5461 5461 172 237 1016 948 1874 4247 1226106 1115250 1580056 1801661 1756763 7479836 0.97700 0.99950 0.00070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 172. 2020 AMOUNT: $ 237. 2021 AMOUNT: $ 1,016. 2022 AMOUNT: $ 948. 2023 AMOUNT: $ 1,874. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7591 7591 0 0 X PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX PROVISIONS UNDER FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, WHICH PROVIDES A FRAMEWORK FOR HOW ENTITIES SHOULD RECOGNIZE, MEASURE, PRESENT, AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR FINANCIAL STATEMENTS. THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS REVIEWED THE ORGANIZATION'S REPORTING AND BELIEVES THEY HAVE NOT TAKEN TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO BE DETERMINED TO BE INCORRECT BY THE IRS AND, THEREFORE, NO ADJUSTMENTS OR DISCLOSURES ARE REQUIRED. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. 1 SCHOLARSHIPS 292 177397 BOOK VALUE TUITION SCHOLARSHIPS PART III, COLUMN B THE ORGANIZATION MAINTAINS A RECORD OF SCHOLARSHIPS GRANTED TO THE PARTICIPANTS WHO RECEIVE A SCHOLARSHIP. PART I, LINE 2 PARTICIPANTS MAY REQUEST A SCHOLARSHIP BY WRITING A LETTER REQUESTING ASSISTANCE TO ATTEND A WORKSHOP. THE PARTICIPANT MUST INCLUDE INFORMATION ABOUT THEIR WORK, GOALS, AND HOW THEY PLAN TO UTILIZE THE TRAINING. ALL WRITTEN REQUESTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION OFFERS A MEMBERSHIP TO INDIVIDUALS AND ORGANIZATIONS THAT WISH TO SUPPORT ITS MISSION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE DIRECTOR, TREASURER AND MEMBERS OF THE FINANCE COMMITTEE REVIEW THE FORM 990 PRIOR TO SUBMISSION. THE FORM IS THEN PROVIDED TO ALL OTHER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C CURRENT PROCEDURE: DIRECTORS DISCLOSE ANY POTENTIAL CONFLICTS ANNUALLY. THE GOVERNANCE COMMITTEE IS AT PRESENT REVISING AND CREATING A POLICY TO WHICH MEMBERS OF THE BOARD WILL DOCUMENT ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS COMPENSATION ARRANGEMENTS AND BENEFITS TO DETERMINE WHETHER THEY ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION. THE AMOUNT IS THEN SUBJECT TO ARM'S LENGTH NEGOTIATION WITH THE EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 1023, CURRENT FINANCIAL STATEMENTS, AND FORMS 990 ARE AVAILABLE UPON REQUEST WITHOUT CHARGE EXCEPT FOR A NOMINAL FEE FOR REPRODUCTION AND ACTUAL POSTAGE COST. THE ANNUAL RETURNS ARE AVAILABLE FOR THREE YEARS AFTER FILING. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY OF THE ORGANIZATION ARE SUBJECT TO FEDERAL OR STATE PUBLIC DISCLOSURE RULES. THE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF MANAGEMENT. FORM 990, PART IX, LINE 11G AHP FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,164. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,164. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 53,200. MANAGEMENT AND GENERAL EXPENSES 32,103. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,303. TRAINERS' FEES: PROGRAM SERVICE EXPENSES 127,402. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 127,402.