2024-04-19T09:25:45-05:00 2023-06-30 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2022-07-01 521221301 COUNCIL FOR OPPORTUNITY IN EDUCATION COUN 2023477430 1025 VERMONT AVENUE NW 400 WASHINGTON DC 200053516 KIMBERLY JONES PRESIDENT 2023477430 2024-04-17 1 KIMBERLY JONES XXX-XX-XXXX 0 KELLI PECK P01423033 3217516200 2024-04-17 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIMBERLY JONES 1025 VERMONT AVENUE NW 400 WASHINGTON DC 200053516 10331790 0 X WWW.COENET.ORG X 1980 DC TO FURTHER THE EXPANSION OF COLLEGE ACCESS AND SUCCESS SERVICES THROUGHOUT THE UNITED STATES. 34 34 33 35 23875 0 5685737 6307028 3789019 3855989 38915 50075 65813 118698 9579484 10331790 44645 120733 0 0 4478308 4994919 0 0 414775 5960294 5473885 10483247 10589537 -903763 -257747 5676697 8309280 6289403 9081464 -612706 -772184 X TO FURTHER THE EXPANSION OF COLLEGE ACCESS AND SUCCESS SERVICES THROUGHOUT THE UNITED STATES. 0 0 2337002 102359 3605785 CONFERENCE AND SEMINARS:CONDUCT ANNUAL CONFERENCE AND SEMINARS TO DISSEMINATE INFORMATION AND EDUCATE MEMBERS AND ATTENDEES ON EDUCATIONAL OPPORTUNITY PROGRAMS. 1748132 99679 PROGRAM AND PROFESSIONAL DEVELOPMENT:PROFESSIONAL DEVELOPMENT PERSONNEL WORKING WITH COLLEGE ACCESS AND SUCCESS PRACTITIONERS AND INSTITUTIONS TO LEARN OR ENHANCE STRATEGIES IN WORKING WITH LOW-INCOME AND FIRST-GENERATION COMMUNITIES. 1731794 17372 INFORMATION DISSEMINATION:DISTRIBUTING INFORMATION TO MEMBERS ON ISSUES RELEVANT TO LOW INCOME AND FIRST-GENERATION STUDENTS INVOLVED IN POST SECONDARY EDUCATION. 818459 GRANTS:PROFESSIONAL DEVELOPMENT PERSONNEL WORKING WITH COLLEGE ACCESS AND SUCCESS PRACTITIONERS AND INSTITUTIONS TO CREATE SUCCESSFUL PROGRAMS TO HAVE LOW-INCOME, FIRST-GENERATION STUDENTS SUCCEED IN HIGHER EDUCATION. 643219 1002 GOVERNMENT RELATIONS:GATHERING AND SUMMARIZING CURRENT AND PROPOSED LEGISLATION RELEVANT TO MEMBER INTEREST. 1461678 1002 7278606 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 1 149 0 1 33 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 DC X GREGORY MOLDENHAUER 2023477430 1025 VERMONT AVENUE NW 400 WASHINGTON DC 200053516 JOSEPH GIVENS BOARD CHAIR 1.00 X X 0 0 0 CHRIS GEORGE PAST BOARD CHAIR UNTIL 9/2022 1.00 X X 0 0 0 SAM BLANCO III BOARD CHAIR-ELECT 1.00 X X 0 0 0 LEO CONWAY TREASURER 1.00 X X 0 0 0 THERESA RADER SECRETARY 1.00 X X 0 0 0 ANTHONY J PLONCZYNSKI-FIGUEROA AEEE MEMBER 1.00 X 0 0 0 JACKASHA WILEY AEEE MEMBER 1.00 X 0 0 0 YURI JOB AEEE MEMBER 1.00 X 0 0 0 JAMI BAYLES ASPIRE MEMBER 1.00 X 0 0 0 W BARNEY NYE ASPIRE MEMBER 1.00 X 0 0 0 CYNTHIA AYALA-COOPER ASPIRE MEMBER 1.00 X 0 0 0 MARA LUNA CAEOP MEMBER 1.00 X 0 0 0 JAIME IVAN LOPEZ-RIVERA CAEOP MEMBER 1.00 X 0 0 0 FABIOLA A FALTO CASTRO CAEOP MEMBER 1.00 X 0 0 0 ADAM CINDERICH EOA MEMBER 1.00 X 0 0 0 CINDY VIRTA EOA MEMBER 1.00 X 0 0 0 RONNELL DUBOSE EOA MEMBER 1.00 X 0 0 0 JESSICA KETRON MEAEOPP MEMBER 1.00 X 0 0 0 NICHOLAS BEDWAY MEAEOPP MEMBER 1.00 X 0 0 0 JOHN KULA MEAEOPP MEMBER 1.00 X 0 0 0 DINA J IBARRA NAEOP MEMBER 1.00 X 0 0 0 GEOF GARNER NAEOP MEMBER 1.00 X 0 0 0 VICTORIA SMITH NAEOP MEMBER 1.00 X 0 0 0 LINDSAY CARPENTER NEOA MEMBER 1.00 X 0 0 0 ROBERT POTE NEOA MEMBER 1.00 X 0 0 0 DEBORA MCCANN NEOA MEMBER 1.00 X 0 0 0 HOLLY LAWRENCE SAEOPP MEMBER 1.00 X 0 0 0 SHERONTAE MAXWELL SAEOPP MEMBER 1.00 X 0 0 0 RAYMOND CABRERA SAEOPP MEMBER 1.00 X 0 0 0 DONTA MILLS SWASAP MEMBER 1.00 X 0 0 0 DARICA N SIMON SWASAP MEMBER 1.00 X 0 0 0 CAROL GILLEY SWASAP MEMBER 1.00 X 0 0 0 VICTOR ROJAS WESTOP MEMBER 1.00 X 0 0 0 ARMANDO BUSTOS JR WESTOP MEMBER 1.00 X 0 0 0 JESUS MALDONADO WESTOP MEMBER 1.00 X 0 0 0 MAUREEN HOYLER PRESIDENT 40.00 X 545654 0 91705 GREGORY MOLDENHAUER VICE PRESIDENT OF BUSINESS & FINANCE 40.00 X 159557 0 24000 KIMBERLY JONES EXECUTIVE VICE PRESIDENT 40.00 X 301414 0 28979 JENNIFER WIDER VP, ADVANCEMENT & CHIEF DEVELOPMENT OFFICER 40.00 X 180102 0 21747 JOHN HERNANDEZ ASSOCIATE VP, INFORMATION TECHNOLOGY 40.00 X 177787 0 43111 ANGELICA VIALPANDO SVP, PROG & PROF DEVELOPMENT 40.00 X 163170 0 46628 WENDELL FABUL ASSOC. VP-BUSINESS & FINANCE 40.00 X 138359 0 36725 1666043 0 292895 17 0 1 0 ARNOLD MITCHEM 3901 WOODLAWN ROAD CHEVY CHASE MD 20815 CONSULTING SERVICES 150000 THOMPSON COBURN LLP PO BOX 18379M ST LOUIS MO 63195 LEGAL SERVICES 133413 2 4136627 400271 1770130 6307028 ANNUAL CONFERENCE 900099 2621805 2471280 17275 133250 SEMINARS 900099 1134505 1134505 PUBLICATIONS 900099 99679 99679 3855989 50075 50075 OTHER INCOME 900099 112098 112098 JOBLINE ANNOUNCEMENT 541800 6600 6600 118698 10331790 3705464 23875 295423 X 120733 120733 791682 505659 240187 45836 3111476 2024794 900654 186028 210334 121833 78289 10212 591016 323450 241838 25728 290411 188985 84063 17363 54354 54354 23384 23384 1610368 1383128 184388 42852 380378 291708 81309 7361 70344 9177 61167 1119974 885787 177271 56916 984897 717804 261780 5313 535248 369903 164571 774 207912 207912 229635 146966 68891 13778 DUES & SUBSCRIPTIONS 138390 116721 20257 1412 OTHER EXPENSES 67136 20093 45841 1202 PRGM PARTNERSHIP COST 51865 51865 10589537 7278606 2896156 414775 1896540 1652601 126108 209599 144739 88924 30987 48853 171393 185731 1501470 739690 976047 761780 1792581 1941139 538302 3420653 5676697 8309280 880250 782472 3972218 4044953 1436935 4254039 6289403 9081464 X -760341 -1942690 147635 1170506 -612706 -772184 5676697 8309280 -257747 98269 0 X X 0 1 X 1 0 X 5157488 5056622 5331861 5685737 6307028 27538736 5157488 5056622 5331861 5685737 6307028 27538736 421055 27117681 31697 33460 33587 38915 50075 187734 80 80 12289 22245 66241 57813 112098 270686 27997236 18112717 0.96860 0.97680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 12,289. 2019 AMOUNT: $ 22,245. 2020 AMOUNT: $ 66,241. 2021 AMOUNT: $ 57,813. 2022 AMOUNT: $ 112,098. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 69314 69314 10496839 10566153 678308 169577 0 0 520882 517558 672964 678308 2389712 3584568 40886 92403 107099 69314 309702 130221 129390 168241 169577 597429 896144 184577 61100 15639 261316 172058 22200 -9681 184577 124640 30000 17418 172058 15150 110500 -1010 124640 15147 3 15150 0.93830 0.05700 0.00470 0 0 868628 372269 496359 632842 367421 265421 761780 CASH SURRENDER VALUE OF LIFE INSURANCE POLICY 418274 DEPOSITS 155419 FINANCE LEASE ASSET 25318 RIGHT OF USE ASSET 2821642 3420653 DEFERRED COMPENSATION 285461 LEASE LIABILITY 3943260 FINANCE LEASE LIABILITY 25318 4254039 X 10406675 98269 98269 10308406 23384 23384 10331790 10566153 0 10566153 23384 23384 10589537 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. THE MARION L. COSGROVE FUND FOR STUDENT SERVICES WAS ESTABLISHED IN SEPTEMBER 2019. THE FUND'S VALUE WILL BE MAINTAINED BY INDEXING THE FUND TO THE CONSUMER PRICE INDEX AND ANY ADDITIONAL EARNINGS WILL BE APPLIED TO THE PROGRAMS THAT THE COUNCIL OFFERS TO STUDENTS. ARNOLD L. MITCHEM AND MAUREEN HOYLER FUND FOR GENERAL SUPPORT (ESTABLISHED ON AUGUST 2019): ALL EARNINGS FROM INTEREST AND DIVIDENDS WILL REMAIN IN THE ENDOWMENT AND ONLY REMOVED IN CASE OF FINANCIAL EMERGENCY OR THE NEED TO INVEST IN NEW INITIATIVES WITH THE APPROVAL OF THE PRESIDENT, TREASURER AND CHAIR OF THE BUDGET AND FINANCE COMMITTEE. 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 (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, 2023 AND 2022. 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. 1 WOLANIN INTERNSHIP PROGRAM 1 16800 KEITH SHERIN STUDY ABROAD PROGRAM 33 103933 PART I, LINE 2: COE CONTACTED THE SELECTED REGIONAL ASSOCIATIONS AND INFORM THEM OF THE OPPORTUNITY TO RECEIVE A FUND. THEY WERE INFORMED OF THE SPECIFIC PROTOCOLS THAT NEEDS TO BE FOLLOWED FOR THE USE OF FUNDS. APPLICANTS MUST BE FIRST-GENERATION STUDENTS WHO HAVE RECENTLY COMPLETED THEIR BACCALAUREATE DEGREE. MUST HAVE PARTICIPATED IN ONE OF THE FEDERAL TRIO PROGRAMS AT EITHER THE PRE-COLLEGIATE OR UNDERGRADUATE LEVEL. A KEEN INTEREST IN PUBLIC POLICY AND THE DESIRE TO WORK TOWARDS EXPANDED COLLEGE OPPORTUNITY. EACH CANDIDATE FOR THE WOLANIN INTERNSHIP MUST BE NOMINATED BY A CURRENT OR FORMER STAFF MEMBER OF A TRIO PROGRAM. STUDENTS MUST BE OF SOPHOMORE STATUS OR HIGHER AT A 2 OR 4-YEAR COLLEGE AND ENROLLED IN A TRIO STUDENT SUPPORT SERVICES OR MCNAIR PROGRAM AT AN INSTITUTION THAT HAS AN ACTIVE COE INSTITUTIONAL MEMBERSHIP. STUDENTS MUST BE NOMINATED BY THEIR TRIO PROGRAM DIRECTOR TO BE CONSIDERED FOR THE PROGRAM. NOMINATED STUDENTS MUST UNDERSTAND THAT THEY WILL BE ENROLLED IN RIGOROUS COURSES, THEREFORE THEY MUST BE IN GOOD ACADEMIC AND SOCIAL STANDING WITH THEIR INSTITUTION, HAVE AT LEAST SOPHOMORE STATUS, AND HAVE DEMONSTRATED LEADERSHIP ABILITY AND POTENTIAL. IN ADDITION TO AN APPLICATION FORM, THE APPLICATION REQUIRES A TWO-PART STUDENT ESSAY AS WELL AS AN UNOFFICIAL TRANSCRIPT. FINALLY, STUDENTS MUST INCLUDE A NOMINATION FORM FROM THE SPONSORING TRIO PROGRAM DIRECTOR AND A LETTER OF RECOMMENDATION FROM A TRIO DIRECTOR OR STAFF MEMBER WHO KNOWS THE STUDENT WELL. X X X 0 1 0 0 0 0 0 0 0 MAUREEN HOYLER PRESIDENT 477250 0 45000 0 23404 0 75825 0 15880 0 637359 0 0 0 KIMBERLY JONES EXECUTIVE VICE PRESIDENT 291440 0 0 0 9974 0 16065 0 15609 0 333088 0 0 0 JOHN HERNANDEZ ASSOCIATE VP, INFORMATION TECHNOLOGY 175086 0 0 0 2701 0 10235 0 35571 0 223593 0 0 0 ANGELICA VIALPANDO SVP, PROG & PROF DEVELOPMENT 162875 0 0 0 295 0 9419 0 37209 0 209798 0 0 0 JENNIFER WIDER VP, ADVANCEMENT & CHIEF DEVELOPMENT 179550 0 0 0 552 0 10432 0 14009 0 204543 0 0 0 GREGORY MOLDENHAUER VICE PRESIDENT OF BUSINESS & FINANCE 155639 0 0 0 3918 0 9070 0 18071 0 186698 0 0 0 WENDELL FABUL ASSOC. VP-BUSINESS & FINANCE 138125 0 0 0 234 0 7967 0 30610 0 176936 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 $48,000 FOR THE CALENDAR YEAR ENDED 12/31/2022. 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 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 (I.E., 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 1,065,063. MANAGEMENT AND GENERAL EXPENSES 148,408. FUNDRAISING EXPENSES 42,852. TOTAL EXPENSES 1,256,323. CONSULTANTS: PROGRAM SERVICE EXPENSES 259,352. MANAGEMENT AND GENERAL EXPENSES 2,372. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 261,724. CONTRACTUAL COSTS: PROGRAM SERVICE EXPENSES 16,179. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,179. TEMPORARY PERSONNEL: PROGRAM SERVICE EXPENSES 42,534. MANAGEMENT AND GENERAL EXPENSES 33,608. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,142. FORM 990, PART XII, LINE 2C: THE PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.