2026-04-10T07:24:25-05:00 2025-06-30 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2024-07-01 521221301 COUNCIL FOR OPPORTUNITY IN EDUCATION COUN 2023477430 1025 VERMONT AVENUE NW 400 WASHINGTON DC 200053516 KIMBERLY JONES PRESIDENT 2023477430 2026-04-09 1 0 KELLI PECK P01423033 3217516200 2026-04-09 2024 2025-03-06 01:10:19Z KIMBERLY JONES 1025 VERMONT AVENUE NW 400 WASHINGTON DC 200053516 10683115 0 X WWW.COENET.ORG X 1980 DC TO FURTHER THE EXPANSION OF COLLEGE ACCESS AND SUCCESS SERVICES THROUGHOUT THE UNITED STATES. 33 33 31 40 11000 0 5669296 6683492 3665145 3914121 52922 53547 150775 31955 9538138 10683115 209575 201554 0 0 5081726 3876613 0 0 167057 5918089 6475760 11209390 10553927 -1671252 129188 7368477 7012495 9623456 8871643 -2254979 -1859148 X TO FURTHER THE EXPANSION OF COLLEGE ACCESS AND SUCCESS SERVICES THROUGHOUT THE UNITED STATES. 0 0 2886720 2889910 CONFERENCE AND SEMINARS:CONDUCT ANNUAL CONFERENCE AND SEMINARS TO DISSEMINATE INFORMATION AND EDUCATE MEMBERS AND ATTENDEES ON EDUCATIONAL OPPORTUNITY PROGRAMS. 1408188 INFORMATION DISSEMINATION:DISTRIBUTING INFORMATION TO MEMBERS ON ISSUES RELEVANT TO LOW INCOME AND FIRST-GENERATION STUDENTS INVOLVED IN POST SECONDARY EDUCATION. 1154196 854461 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. 1300168 201554 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. 879351 GOVERNMENT RELATIONS:GATHERING AND SUMMARIZING CURRENT AND PROPOSED LEGISLATION RELEVANT TO MEMBER INTEREST. 2179519 201554 7628623 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 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 137 0 1 31 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 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 MARA LUNA BOARD CHAIR 1.00 X X 0 0 0 SAM BLANCO III PAST BOARD CHAIR (UNTIL 9/2024) 1.00 X X 0 0 0 JEFF KAHLDEN 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 STEPHEN REBELLO AEEE MEMBER 1.00 X 0 0 0 ANGELICA A BENITEZ AEEE MEMBER 1.00 X 0 0 0 JAMI BAYLES ASPIRE MEMBER 1.00 X 0 0 0 SAMANTHA HILL ASPIRE MEMBER 1.00 X 0 0 0 W BARNEY NYE ASPIRE MEMBER (UNTIL 10/2024) 1.00 X 0 0 0 DARIANA ROYBAL ASPIRE MEMBER 1.00 X 0 0 0 MAYREL ARTILES FONESCA CAEOP MEMBER 1.00 X 0 0 0 ALEJANDRO MORALES CAEOP MEMBER 1.00 X 0 0 0 FABIOLA A FALTO CASTRO CAEOP MEMBER 1.00 X 0 0 0 LEROY BURROUGHS EOA MEMBER 1.00 X 0 0 0 KAREN SMOLAREK EOA MEMBER 1.00 X 0 0 0 ADAM CINDERICH EOA MEMBER 1.00 X 0 0 0 CINDY VIRTA EOA MEMBER (UNTIL 11/2024) 1.00 X 0 0 0 CHELSEY TOMS MEAEOPP MEMBER 1.00 X 0 0 0 NICHOLAS BEDWAY MEAEOPP MEMBER (UNTIL 10/2024) 1.00 X 0 0 0 DANNY GILES MEAEOPP MEMBER 1.00 X 0 0 0 JESSICA LEWIS MEAEOPP MEMBER 1.00 X 0 0 0 ROBIN WILLIAMS NAEOP MEMBER 1.00 X 0 0 0 MEGAN SIMILA NAEOP MEMBER 1.00 X 0 0 0 DINA J IBARRA NAEOP MEMBER 1.00 X 0 0 0 GEOF GARNER NAEOP MEMBER (UNTIL 10/2024) 1.00 X 0 0 0 ARIELLE DERIVAL-JOSEPH NEOA MEMBER 1.00 X 0 0 0 YARA ZOCCARATO NEOA MEMBER 1.00 X 0 0 0 LINDSAY CARPENTER NEOA MEMBER 1.00 X 0 0 0 ROBERT POTE NEOA MEMBER (UNTIL 9/2024) 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 MAURICE MATHIS SAEOPP MEMBER 1.00 X 0 0 0 D'ANGELO SANDS SWASAP MEMBER 1.00 X 0 0 0 TERIKI BARNES SWASAP MEMBER 1.00 X 0 0 0 DONTA MILLS SWASAP MEMBER 1.00 X 0 0 0 DARICA N SIMON SWASAP MEMBER (UNTIL 11/2024) 1.00 X 0 0 0 MARIA SANDRA JIMENEZ WESTOP MEMBER 1.00 X 0 0 0 DALIA HERNANDEZ WESTOP MEMBER 1.00 X 0 0 0 VICTOR ROJAS WESTOP MEMBER 1.00 X 0 0 0 KIMBERLY JONES PRESIDENT 40.00 X 368235 0 82241 GREGORY MOLDENHAUER VICE PRESIDENT OF BUSINESS & FINANCE 40.00 X 170765 0 32558 AARON BROWN EXECUTIVE VICE PRESIDENT 40.00 X 254836 0 58775 ANGELICA VIALPANDO SVP, PROG & PROF DEVELOPMENT 40.00 X 186360 0 51444 TERRY VAUGHAN VP, PELL INSTITUTE 40.00 X 194634 0 33687 DIANE SHUST VP, PUBLIC POLICY 40.00 X 170358 0 17923 WENDELL FABUL ASSOC. VP, BUSINESS AND FINANCE 40.00 X 146106 0 44023 1491294 0 320651 15 0 1 0 THOMPSON COBURN LLP 1909 K STREET NW SUITE 600 WASHINGTON DC 200061167 LEGAL SERVICES 183146 ARNOLD MITCHEM 3901 WOODLAWN ROAD CHEVY CHASE MD 20815 CONSULTING SERVICES 147083 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 AUDIT AND TAX SERVICES 109756 3 4647669 388846 1646977 6683492 ANNUAL CONFERENCE 900099 2277013 2107263 9500 160250 SEMINARS 900099 1493151 1493151 PUBLICATIONS 900099 143957 143957 3914121 53547 53547 OTHER INCOME 900099 30455 30455 JOBLINE ANNOUNCEMENT 541800 1500 1500 31955 10683115 3744371 11000 244252 X 30000 30000 171554 171554 736239 475278 236653 24308 2382947 1628066 672053 82828 147159 85127 57630 4402 387610 206780 170042 10788 222658 152124 62795 7739 67557 67557 27708 27708 1311147 1049699 245455 15993 5599 1861 3650 88 608692 259325 348332 1035 5501 5501 1490519 1253883 226838 9798 1519162 1384718 134158 286 638601 376796 260663 1142 66393 66393 199691 132642 59692 7357 37485 12462 24434 589 PROGRAM PARTNER COST 283350 283350 DUES & SUBSCRIPTIONS 159899 110056 49843 BAD DEBT 9632 9632 STAFF TRAINING 7600 2527 4954 119 37224 12375 24264 585 10553927 7628623 2758247 167057 1068701 1262247 141900 104635 79448 140193 77812 63268 186920 144299 1479586 1099988 570689 379598 2076819 2422174 3166188 2496081 7368477 7012495 850863 736454 4470493 4302504 721627 656469 3580473 3176216 9623456 8871643 X -2903815 -2533129 648836 673981 -2254979 -1859148 7368477 7012495 129188 266643 0 X X 0 1 X 1 0 X 5331861 5685737 6307028 5669296 6683492 29677414 5331861 5685737 6307028 5669296 6683492 29677414 630671 29046743 33587 38915 50075 52922 53547 229046 66241 57813 112098 148375 30455 414982 30321442 19504840 0.95800 0.95410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 66,241. 2021 AMOUNT: $ 57,813. 2022 AMOUNT: $ 112,098. 2023 AMOUNT: $ 148,375. 2024 AMOUNT: $ 30,455. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 73723 0 73723 0 10452496 10526219 0 676311 0 169078 0 0 0 672964 678308 709237 676311 2736820 4105230 107099 69314 67870 73723 318006 168241 169577 177309 169078 684205 1026308 372382 40038 412420 261316 85850 25216 372382 184577 61100 15639 261316 172058 22200 -9681 184577 124640 30000 17418 172058 0.95148 0.04478 0.00374 0 0 868628 620449 248179 610958 479539 131419 379598 DEPOSITS 299133 RIGHT-OF-USE ASSETS - FINANCE LEASES 9017 RIGHT-OF-USE ASSETS - OPERATING LEASES 2187931 2496081 DEFERRED COMPENSATION 62650 LEASE LIABILITIES-OPERATING LEASES 3106461 LEASE LIABILITIES-FINANCE LEASES 7105 3176216 X 10922050 266643 266643 10655407 27708 27708 10683115 10526219 0 10526219 27708 27708 10553927 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, 2025 AND 2024. 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 FIRSTGEN FORWARD 1 DUPONT CIRCLE NW SUITE 300 WASHINGTON DC 20036 993297663 501(C)(3) 25000 0 CONTRIBUTION 1 0 WOLANIN INTERNSHIP PROGRAM 2 24357 KEITH SHERIN STUDY ABROAD PROGRAM 10 147197 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 1 1 X X X 0 1 0 0 0 0 0 0 0 KIMBERLY JONES PRESIDENT 354875 0 0 0 13360 0 64440 0 17801 0 450476 0 0 0 AARON BROWN EXECUTIVE VICE PRESIDENT 248050 0 0 0 6786 0 17500 0 41275 0 313611 0 0 0 ANGELICA VIALPANDO SVP, PROG & PROF DEVELOPMENT 185000 0 1000 0 360 0 14800 0 36644 0 237804 0 0 0 TERRY VAUGHAN VP, PELL INSTITUTE 191637 0 1000 0 1997 0 12980 0 20707 0 228321 0 0 0 GREGORY MOLDENHAUER VICE PRESIDENT OF BUSINESS & FINANCE 164800 0 1000 0 4965 0 13328 0 19230 0 203323 0 0 0 WENDELL FABUL ASSOC. VP, BUSINESS AND FINANCE 144800 0 1000 0 306 0 11712 0 32311 0 190129 0 0 0 DIANE SHUST VP, PUBLIC POLICY 165000 0 1000 0 4358 0 13200 0 4723 0 188281 0 0 0 PART I, LINE 1A THE PRESIDENT IS PERMITTED, WHEN TRAVELING FOR BUSINESS PURPOSES ON THE COUNCIL'S BEHALF, TO FLY FIRST-CLASS, AT THE COUNCIL'S EXPENSE, ON AIR FLIGHTS OF TWO OR MORE HOURS IN DURATION. 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. KIMBERLY JONES PARTICIPATED IN THE SERP PLAN WITH AN ACCRUAL OF $35,800 FOR THE CALENDAR YEAR ENDED 12/31/2024. 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 PRESIDENT 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 790,302. MANAGEMENT AND GENERAL EXPENSES 187,177. FUNDRAISING EXPENSES 15,993. TOTAL EXPENSES 993,472. CONSULTANTS: PROGRAM SERVICE EXPENSES 247,478. MANAGEMENT AND GENERAL EXPENSES 2,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 249,478. TEMPORARY PERSONNEL: PROGRAM SERVICE EXPENSES 11,919. MANAGEMENT AND GENERAL EXPENSES 56,278. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,197. FORM 990, PART XII, LINE 2C: THE PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.