2026-01-27T07:54:07-06:00 2025-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-07-01 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 2026-01-27 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z SERENA LEE 30 EAST 33RD STREET 6TH FL NEW YORK NY 10016 2928482 0 X WWW.CPRADR.ORG X 1977 NY CPR IS AN INDEPENDENT RESOURCE HELPING BUSINESSES & THEIR LAWYERS RESOLVE DISPUTES. 28 27 18 44 0 0 1527155 1151634 1609705 1631168 20920 29530 -11416 -88380 3146364 2723952 0 0 0 0 1686501 1767418 57500 67179 138196 1566890 1379507 3310891 3214104 -164527 -490152 5952649 4028761 4462847 3028978 1489802 999783 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 2801744 1631168 IN FISCAL YEAR 2025, THE CPR INSTITUTE PRODUCED MANY PROGRAMS, CONFERENCES, AND RESOURCES TO SUPPORT CORPORATIONS AND LAW FIRMS INTERESTED IN RESOLVING LEGAL DISPUTES BEYOND LITIGATION. THESE INCLUDED THREE ADR SKILLS TRAININGS, THREE SUBSTANTIVE REGIONAL MEETINGS AND NUMEROUS COMMITTEE PRESENTATIONS ON TOPICS FROM DISPUTE PREVENTION, CHOOSING ARBITRAL INSTITUTIONS AND OMBUDS TO MEDIATION AND TARIFFS. THE INSTITUTE ALSO PROMULGATED AN EMPLOYMENT DISPUTE RESOLUTION PROGRAM TEMPLATE AND MODEL EMPLOYMENT MEDIATION AND ARBITRATION AGREEMENT, WHICH MAY BE ADOPTED BY COMPANIES WISHING TO USE MEDIATION AND ARBITRATION TO RESOLVE EMPLOYMENT DISPUTES. THE INSTITUTE ALSO REVISED AND RELEASED A NEW VERSION OF ITS MEDIATION PROCEDURE FOR THE USE OF COMPANIES AND ITS DRS SUBSIDIARY. THE CPR INSTITUTE PRESENTED EIGHT INTERNATIONAL PROGRAMS INCLUDING TWO OF ITS FLAGSHIP INTERNATIONAL PROGRAMS THE 2ND ANNUAL AFRICA ARBITRATION DAY-NEW YORK CONFERENCE AND ARBITRATION MOOT COMPETITION, WHICH AWARDED THREE SCHOLARSHIPS AND INCLUDED SPEAKERS AND STUDENTS FROM AFRICA, AND THE 9TH YEAR OF ITS INTERNATIONAL MEDIATION COMPETITION IN BRAZIL, WHICH INCLUDED TEAMS FROM 18 LAW SCHOOLS FROM AROUND THE WORLD. SEVEN SCHOLARSHIPS WERE AWARDED TO INTERNATIONAL TEAMS AS PART OF THE BRAZIL COMPETITION. CPR INSTITUTE INTERNATIONAL ADVISORY BOARDS MET NINE TIMES, INCLUDING IN-PERSON MEETINGS IN SO PAULO, LONDON, AND MADRID, AND CONTINUED TO ADVANCE VARIOUS INITIATIVES GEARED TOWARD THE BUSINESS AND LEGAL COMMUNITIES IN EUROPE, BRAZIL, AND CANADA. CPR INSTITUTE'S Y-ADR STEERING COMMITTEE MADE SIGNIFICANT CONTRIBUTIONS TO PROGRAMMING BOTH DOMESTICALLY AND INTERNATIONALLY, PRESENTING THEIR OWN BESPOKE PROGRAMMING AS WELL AS COLLABORATING ON SEVERAL PROGRAMS OF BOTH THE CPR INSTITUTE AND CPR DISPUTE RESOLUTION. 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 MIAMI ADDRESSING DISPUTE PREVENTION, ETHICS, MEDIATION, AND INTERNATIONAL ARBITRATION. THE FISCAL YEAR ENDED WITH CPR'S ANNUAL IN-PERSON GALA, WHERE VERIZON AND ITS GENERAL COUNSEL WERE HONORED WITH THE CORPORATE LEADERSHIP AWARD FOR THEIR EFFORTS IN IMPLEMENTING DISPUTE RESOLUTION INTO THEIR CORPORATE CULTURE. 2801744 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 87 0 1 18 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 NY X KENNY COSGROVE 2129496490 30 EAST 33RD STREET 6TH FL NEW YORK NY 10016 SERENA LEE PRESIDENT & CEO (START 04/24) 40.00 X X 229135 0 11240 LAURA ROBERTSON CHAIR OF BOARD 1.00 X X 0 0 0 LOREN BROWN VICE CHAIR OF BOARD, NOM 1.00 X X 0 0 0 GREGORY GALLOPOULOS CHAIR, BAF: TREASURER 1.00 X 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 MAURICE KUITEMS BOARD MEMBER 1.00 X 0 0 0 ROBIN ADELSTEIN BOARD MEMBER 1.00 X 0 0 0 SUZANNE RICH FALSOM BOARD MEMBER (END 07/24) 1.00 X 0 0 0 RAFAEL FRANCICSO 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 (START 03/25) 1.00 X 0 0 0 DUSTIN GUZIOR BOARD MEMBER 1.00 X 0 0 0 PAMELA BOOKMAN BOARD MEMBER (END 05/25) 1.00 X 0 0 0 JEFFREY KAPLAN 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 REGINALD SMITH BOARD MEMBER (START 10/24) 1.00 X 0 0 0 ANDREW FINN BOARD MEMBER (START 05/25) 1.00 X 0 0 0 NICHOLAS BARNABY BOARD MEMBER (START 02/25) 1.00 X 0 0 0 HELENA TAVARES ERICKSON SR. VP OF THE CPR INSTITUTE 40.00 X 198000 0 33513 ELLEN WALDMAN VP, ADVOCACY & EDUCATIONAL OUTREACH 40.00 X 148000 0 18073 LILI N SCHROPPE DIR. MARKETING & MEMBERSHIP 40.00 X 147023 0 6604 MIA LEVI-PAULENOFF VP, DISPUTE RESOLUTION SERVICES 40.00 X 131183 0 5605 853341 0 75035 5 0 1 0 COSGROVE ACCOUNTING LLC 11161 E STATE RD 70 STE 110-693 LAKEWOOD RANCH FL 34202 ACCOUNTING CONSULTANT 144893 1 897427 254207 1151634 MEMBERSHIP DUES 900099 652420 652420 DISPUTE RES. SERVICES 900099 499430 499430 PANEL FEES 900099 314080 314080 MEETING FEES 900099 153096 153096 CONSULTING & TRAINING 900099 9823 9823 2319 2319 1631168 29530 29530 33650 0 33650 33650 33650 82500 897427 204530 -122030 -122030 2723952 1631168 0 -58850 555445 390084 128402 36959 995457 956586 36769 2102 19898 19312 310 276 39333 38449 537 347 157285 137191 16217 3877 30952 24600 6352 67179 67179 303290 293881 4416 4993 57863 50569 3843 3451 57656 45421 10955 1280 49304 39186 10118 445821 388865 45968 10988 35306 33500 1806 236711 236711 31781 31781 29631 25846 3055 730 DUES & SUBSCRIPTIONS 68326 63864 4462 MERCHANT FEES 28160 25790 1641 729 BAD DEBT EXPENSE 3775 3775 MISCELLANEOUS 931 108 823 3214104 2801744 274164 138196 1654011 442084 427710 753600 215726 163166 39484 74768 1069915 1064356 37340 5559 10643 11832 3567735 2577752 5952649 4028761 413012 54387 440687 411268 2857978 2257228 751170 306095 4462847 3028978 X 1476026 986479 13776 13304 1489802 999783 5952649 4028761 -490152 133 0 X 0 1 X 1 0 X 1726596 2402800 1866841 1527155 1151634 8675026 1726596 2402800 1866841 1527155 1151634 8675026 104435 8570591 75411 97500 106293 115320 63180 457704 0 9132730 7912131 0.93840 0.94980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 77631 72072 5559 154470 154470 0 837814 837814 0 5559 CASH - DRS HOLDINGS 2257228 SECURITY DEPOSIT 56667 RIGHT-OF-USE ASSET 263857 2577752 LEASE LIABILITY 306095 306095 2898136 133 174051 174184 2723952 0 2723952 3388155 174051 174051 3214104 0 3214104 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 BERGER HIRSCHBERG STRATEGIES LLC 1001 CONNECTICUT AVE NW STE 725 WASHINGTON DC 20036 GRANT WRITING/SOLICITATION 0 513152 35179 477973 TAKETWO SERVICES LLC 2110 33RD ROAD 8B ASTORIA NY 11106 GRANT WRITING/SOLICITATION 0 466775 32000 434775 979927 67179 912748 NY CLA EVENT 979927 897427 82500 111581 92949 979927 897427 82500 111581 92949 204530 -122030 X X 0 0 0 0 0 0 0 1 0 SERENA LEE PRESIDENT & CEO (START 04/24) 224135 0 5000 0 0 0 0 0 11240 0 240375 0 0 0 HELENA TAVARES ERICKSON SR. VP OF THE CPR INSTITUTE 180000 0 18000 0 0 0 8031 0 25482 0 231513 0 0 0 ELLEN WALDMAN VP, ADVOCACY & EDUCATIONAL OUTREACH 145000 0 3000 0 0 0 5894 0 12179 0 166073 0 0 0 LILI N SCHROPPE DIR. MARKETING & MEMBERSHIP 128523 0 18500 0 0 0 6313 0 291 0 153627 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES RECEIVED MERIT-BASED BONUS COMPENSATION DURING THE YEAR: SERENA LEE $5,000 HELENA TAVARES ERICKSON $18,000 ELLEN WALDMAN $3,000 LILI N. SCHROPPE $18,500 MIA LEVI-PAULENOFF $20,000 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 JULY 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CPR DISPUTE RESOLUTION SERVICES LLC 30 EAST 33RD STREET 6TH FL NEW YORK NY 10016 132885302 DISPUTE RESOLUTION SERVICES NY 816404 0 INTERNATIONAL INSTITUTE FOR CONFLICT PREVENTION & RESOLUTION INC