2025-01-16T09:11:16-06:00 2024-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-07-01 132885302 INTERNATIONAL INSTITUTE FOR CONFLICT PREVENTION & RESOLUTION INC INTE 2129496490 30 EAST 33RD STREET 6TH FL NEW YORK NY 10016 SERENA LEE PRESIDENT/CEO 2129496490 2025-01-16 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-10-15 13:58:12Z SERENA LEE 30 EAST 33RD STREET 6TH FL NEW YORK NY 10016 3373780 0 X WWW.CPRADR.ORG X 1977 NY CPR IS AN INDEPENDENT RESOURCE HELPING BUSINESSES & THEIR LAWYERS RESOLVE DISPUTES. 27 26 16 41 0 0 1866841 1527155 1504440 1609705 1993 20920 -61042 -11416 3312232 3146364 0 0 0 0 1829355 1686501 60000 57500 457286 1480241 1566890 3369596 3310891 -57364 -164527 5700195 5952649 4045980 4462847 1654215 1489802 X CPRS MISSION IS TO HARNESS THE INSIGHTS AND EXPERIENCES OF ITS MEMBERS TO PREVENT AND RESOLVE BUSINESS DISPUTES.WE DO THIS BY:(SEE SCHEDULE O)- CONVENING A COMMUNITY OF MEMBERS TO GENERATE INNOVATIVE AND BEST PRACTICE RESOURCES TO PREVENT AND RESOLVE DISPUTES.- PROMOTING A GLOBAL CULTURE OF DISPUTE PREVENTION AND RESOLUTION.- RESOLVING CONFLICTS THROUGH AN ARRAY OF DISPUTE RESOLUTION SERVICES AND A PANEL OF DISTINGUISHED NEUTRALS. 0 0 2502777 1609705 IN FISCAL YEAR 2024, THE CPR INSTITUTE PRODUCED MANY PROGRAMS, CONFERENCES, AND RESOURCES TO SUPPORT CORPORATIONS AND LAW FIRMS INTERESTED IN RESOLVING LEGAL DISPUTES BEYOND LITIGATION. THESE INCLUDED EIGHT ADR SKILLS TRAININGS, THREE SUBSTANTIVE REGIONAL MEETINGS, AND NUMEROUS COMMITTEE PRESENTATIONS ON TOPICS FROM AI IN ADR, DISPUTE MANAGEMENT BOARDS AND DEI TO ADDRESSING PFAS DISPUTES. THE INSTITUTE ALSO PROMULGATED THE FIRST-EVER GUIDELINES FOR ARBITRATOR DISCLOSURE TO PROVIDE PRACTICAL TIPS TO ASSIST ARBITRATORS WITH RECORDKEEPING AND BEST PRACTICES IN THE DISCLOSURE PROCESS. THE CPR INSTITUTE PRESENTED A VIRTUAL GLOBAL CONFERENCE AND HELD ITS INAUGURAL ANNUAL AFRICA ARBITRATION DAY CONFERENCE IN NEW YORK AND ORGANIZED ANOTHER SUCCESSFUL IN-PERSON INTERNATIONAL MEDIATION COMPETITION IN BRAZIL, WHICH INCLUDED TEAMS FROM 20 LAW SCHOOLS FROM AROUND THE WORLD. NINE FULL AND PARTIAL SCHOLARSHIPS WERE AWARDED TO WINNERS AS PART OF THE BRAZIL COMPETITION. CPR DISPUTE RESOLUTION PROVIDED A NUMBER OF TRAININGS FOR ITS PANEL OF ARBITRATORS AS WELL AS TO ADVOCATES. THE CPR ANNUAL CONFERENCE WAS HELD IN PHILADELPHIA AND FOCUSED ON THE FLEXIBILITY AND PARTY AUTONOMY ENJOYED WITH ALTERNATIVE DISPUTE PROCESSES. THE FISCAL YEAR ENDED WITH CPR'S ANNUAL IN PERSON GALA, WHERE QUALCOMM AND ITS GENERAL COUNSEL WERE HONORED WITH THE CORPORATE LEADERSHIP AWARD FOR THEIR EFFORTS IN IMPLEMENTING DISPUTE RESOLUTION INTO THEIR CORPORATE CULTURE. 2502777 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 81 0 1 16 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X KENNY COSGROVE 2129496490 30 EAST 33RD STREET 6TH FL NEW YORK NY 10016 ALLEN P WAXMAN PRESIDENT & CEO (UNTIL 01/24) 40.00 X X 300000 0 22548 SERENA LEE PRESIDENT & CEO (FROM 04/24) 40.00 X X 0 0 0 LAURA ROBERTSON CHAIR 1.00 X X 0 0 0 LOREN BROWN VICE-CHAIR 1.00 X X 0 0 0 GREGORY GALLOPOULOS BOARD MEMBER 1.00 X 0 0 0 WILLIAM H TAFT V BOARD MEMBER 1.00 X 0 0 0 SHEILA BAGALORE BOARD MEMBER 1.00 X 0 0 0 BRUCE BYRD BOARD MEMBER 1.00 X 0 0 0 MARY BETH CANTRELL BOARD MEMBER 1.00 X 0 0 0 JONATHAN PALMER BOARD MEMBER 1.00 X 0 0 0 TAJ CLAYTON BOARD MEMBER 1.00 X 0 0 0 ANK SANTENS BOARD MEMBER 1.00 X 0 0 0 STEPHEN YOUNGER BOARD MEMBER 1.00 X 0 0 0 ROBIN ADELSTEIN BOARD MEMBER 1.00 X 0 0 0 SUZANNE RICH FALSOM BOARD MEMBER 1.00 X 0 0 0 RAFAEL FRANCISCO ALVES BOARD MEMBER 1.00 X 0 0 0 CRAIG GLIDDEN BOARD MEMBER 1.00 X 0 0 0 ROBERT WISNER BOARD MEMBER 1.00 X 0 0 0 SUZANA BLADES BOARD MEMBER 1.00 X 0 0 0 DUSTIN GUZIOR BOARD MEMBER 1.00 X 0 0 0 PAMELA BOOKMAN BOARD MEMBER 1.00 X 0 0 0 JEFFREY KAPLAN BOARD MEMBER 1.00 X 0 0 0 MAURICE KUITEMS BOARD MEMBER 1.00 X 0 0 0 MONICA MENDONCA COSTA BOARD MEMBER 1.00 X 0 0 0 WILLIAM DODERO BOARD MEMBER 1.00 X 0 0 0 NANCY DOWLING BOARD MEMBER 1.00 X 0 0 0 RICHARD NAIMARK BOARD MEMBER 1.00 X 0 0 0 YVETTE OSTOLAZA BOARD MEMBER 1.00 X 0 0 0 HELENA TAVARES ERICKSON SR. VP OF THE CPR INSTITUTE 40.00 X 178385 0 19248 ELLEN WALDMAN VP, ADVOCACY & EDUCATIONAL OUTREACH 40.00 X 149500 0 13219 MIA LEVI-PAULENOFF VP, DISPUTE RESOLUTION SERVICES 40.00 X 154212 0 7827 LILI N SCHROPPE DIR, MARKETING & MEMBERSHIP 40.00 X 122500 0 4622 904597 0 67464 5 0 1 0 COSGROVE ACCOUNTING LLC 1967 WEHRLE DRIVE SUITE 1 086 BUFFALO NY 14221 ACCOUNTING CONSULTANT 152002 HEIDRICK & STRUGGLES INC 233 SOUTH WACKER DRIVE SUITE 4900 CHICAGO IL 60606 CONSULTANT/RECRUITMENT 112000 RUSSELL E BLEEMER 400 E 59TH STREET 2E NEW YORK NY 10022 CONSULTANT 103353 3 1178400 348755 1527155 MEMBERSHIP DUES 900099 712285 712285 DISPUTE RES. SERVICES 900099 497983 497983 PANEL FEES 900099 275643 275643 MEETING FEES 900099 104783 104783 CONSULTING & TRAINING 900099 12071 12071 6940 6940 1609705 20920 20920 94400 0 94400 94400 94400 121600 1178400 227416 -105816 -105816 3146364 1609705 0 9504 X 451681 269452 169711 12518 1039546 828405 1117 210024 30513 23406 1090 6017 40136 31190 330 8616 124625 91956 13744 18925 21604 21604 57500 57500 421541 368377 12348 40816 44288 40494 974 2820 101663 70055 17721 13887 49800 38371 2934 8495 444720 328143 49045 67532 28990 25268 3722 224856 224856 50212 50212 29279 21604 3229 4446 DUES & SUBSCRIPTIONS 58688 53683 5005 BAD DEBT EXPENSE 41075 41075 MERCHANT FEES 37475 27652 4133 5690 PUBLICATIONS 6117 6117 6582 3536 3046 3310891 2502777 350828 457286 1551477 1654011 406838 427710 514952 215726 57182 39484 1069915 1032575 87552 37340 9362 10643 3072832 3567735 5700195 5952649 351007 413012 535975 440687 1981410 2857978 1177588 751170 4045980 4462847 X 1640181 1476026 14034 13776 1654215 1489802 5700195 5952649 -164527 114 0 X 0 1 X 1 0 X 2527594 1726596 2402800 1866841 1527155 10050986 2527594 1726596 2402800 1866841 1527155 10050986 66798 9984188 65870 75411 97500 106293 115320 460394 10511380 6980862 0.94980 0.96730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 77631 64307 13324 154470 150088 4382 837814 818180 19634 37340 CASH - DRS HOLDINGS 2857978 SECURITY DEPOSIT 56667 RIGHT-OF-USE ASSET 653090 3567735 LEASE LIABILITY 751170 751170 3363786 114 217308 217422 3146364 0 3146364 3528199 217308 217308 3310891 0 3310891 PART IV, LINE 2B: DRS HOLDING ACCOUNTS REPRESENT AMOUNTS HELD FOR PARTIES TO DISPUTE RESOLUTION SERVICES ("DRS") CASES BEING ADMINISTERED BY THE ORGANIZATION. DURING THE PENDENCY OF THESE CASES, THESE FUNDS WILL BE DISBURSED TO NEUTRALS AND FOR CPR SERVICES. UPON RESOLUTION OF A MATTER, ANY SURPLUS FUNDS ARE RETURNED TO THE PARTIES. THE FUNDS ARE HELD BY CPR PURSUANT TO A CONTRACT, THE CPR RULES FOR ADMINISTERED ARBITRATION AND/OR OTHER CPR RULES. X X X X X X 1 TAKETWO SERVICES LLC 2110 33RD ROAD 8B ASTORIA NY 11106 GRANT WRITING/SOLICITATION 0 1305000 57500 1247500 1305000 57500 1247500 NY CLA EVENT 1300000 1178400 121600 119995 107421 1300000 1178400 121600 119995 107421 227416 -105816 X X 0 0 0 0 0 0 0 1 0 ALLEN P WAXMAN PRESIDENT & CEO (UNTIL 01/24) 265000 0 35000 0 0 0 13981 0 8567 0 322548 0 0 0 HELENA TAVARES ERICKSON SR. VP OF THE CPR INSTITUTE 172385 0 6000 0 0 0 8919 0 10329 0 197633 0 0 0 ELLEN WALDMAN VP, ADVOCACY & EDUCATIONAL OUTREACH 145000 0 4500 0 0 0 6088 0 7131 0 162719 0 0 0 MIA LEVI-PAULENOFF VP, DISPUTE RESOLUTION SERVICES 149712 0 4500 0 0 0 7711 0 116 0 162039 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES RECEIVED MERIT-BASED BONUS COMPENSATION DURING THE YEAR: ALLEN WAXMAN $35,000 HELENA TAVARES ERICKSON $6,000 ELLEN WALDMAN $4,500 MIA LEVI-PAULENOFF $4,500 LILI N SCHROPPE $4,500 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL. THIS COMMITTEE HAS THE AUTHORITY OF THE FULL BOARD OF DIRECTORS TO APPROVE ON THEIR BEHALF. THE FORM 990 IS THEN SUBSEQUENTLY FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C STAFF ARE REQUIRED TO SIGN AN ACKNOWLEDGMENT ANNUALLY THAT THEY HAVE READ AND UNDERSTAND THE EMPLOYEE HANDBOOK WHICH INCLUDES ALL POLICIES AND PROCEDURES INCLUDING CONFLICT OF INTEREST. THE BOARD OF DIRECTORS IS REQUESTED TO DISCLOSE CONFLICTS AS THEY ARISE, AND ALSO TO AFFIRM THEIR STATUS ANNUALLY. IF THE BOARD OF DIRECTORS OR A COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THEN THE INDIVIDUAL WITH THE CONFLICT OF INTEREST MAY NOT PARTICIPATE IN THE VOTE, NOR MAY HE OR SHE BE PRESENT DURING VOTING OR DELIBERATIONS ON THE MATTER. THE BOARD OF DIRECTORS OR A COMMITTEE SHOULD ALSO ADEQUATELY DOCUMENT ITS DECISION AND DELIBERATIONS IN THE CORPORATE RECORDS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION WAS RECOMMENDED BY THE SEARCH FIRM HIRED TO CONDUCT THE SEARCH PROCESS. THEY COMPARED COMPENSATION DATA FROM BOTH NON-PROFIT EXECUTIVES AND THOSE IN THE LEGAL FIELD WITH SUFFICIENT EXPERIENCE TO LEAD THE ORGANIZATION. THE COMPENSATION PACKAGE WAS REVIEWED BY THE BOARD SEARCH COMMITTEE AND APPROVED BY THE FULL BOARD OF DIRECTORS. COMPENSATION FOR KEY EMPLOYEES, INCLUDING OFFICERS, IS DETERMINED BY A REVIEW OF SIMILAR POSITIONS IN A NON-PROFIT ORGANIZATION AS WELL AS ANY APPLICABLE LEGAL OR MANAGERIAL EXPERIENCE NECESSARY TO PERFORM THE JOB. OFFICER'S SALARIES ARE APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. THE LAST COMPENSATION REVIEW TOOK PLACE APRIL 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONSULTING: PROGRAM SERVICE EXPENSES 368,377. MANAGEMENT AND GENERAL EXPENSES 12,348. FUNDRAISING EXPENSES 40,816. TOTAL EXPENSES 421,541. CPR DISPUTE RESOLUTION SERVICES LLC 30 EAST 33RD STREET 6TH FL NEW YORK NY 10016 132885302 DISPUTE RESOLUTION SERVICES NY 781360 0 INTERNATIONAL INSTITUTE FOR CONFLICT PREVENTION & RESOLUTION INC