2023-03-15T10:51:56-05:00 2022-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2021-07-01 366210902 THE ADLER PLANETARIUM ADLE 3129227827 1300 S DUSABLE LAKE SHORE DRIVE CHICAGO IL 60605 AUDRIS WONG VP FOR FINANCE & ADMIN/CFO 3123220327 2023-02-24 1 AUDRIS WONG 999009999 LU ANN TRAPP P01506476 3122071040 2023-02-24 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X MICHELLE B LARSON PHD 1300 S DUSABLE LAKE SHORE DRIVE CHICAGO IL 60605 41865275 0 X WWW.ADLERPLANETARIUM.ORG X 1930 IL ADLER'S MISSION IS TO CONNECT PEOPLE TO THE UNIVERSE AND EACH OTHER UNDER THE SKY WE ALL SHARE. 54 54 120 104 130000 0 9559044 15348637 762155 2902530 1118778 4708809 67844 1282982 11507821 24242958 0 0 0 0 7402952 7971879 0 0 1231370 5704426 6491999 13107378 14463878 -1599557 9779080 59940184 62060707 36229854 32586386 23710330 29474321 X THE ADLER PLANETARIUM ('ADLER') IS A NOT-FOR-PROFIT CULTURAL INSTITUTION WHOSE MISSION IS TO CONNECT PEOPLE TO THE UNIVERSE AND EACH OTHER UNDER THE SKY WE ALL SHARE. IT ASPIRES TO BE THE WORLD'S PREMIER CENTER FOR ENGAGING IN ASTRONOMY AND SPACE SCIENCE. 0 1 10378653 0 2772530 WHETHER THE ADLER PLANETARIUM IS INTRODUCING A GUEST TO THE RING NEBULA, A NEIGHBORHOOD SCHOOL TO A COMMUNITY PARTNER, A RESEARCH TEAM TO A NETWORK OF CITIZEN SCIENTISTS, OR ONE STAFF MEMBER TO ANOTHER, THE MUSEUM'S FOCUS ON MEANINGFUL CONNECTIONS DATES BACK NEARLY A CENTURY.THE MUSEUM TYPICALLY HOSTS MORE THAN HALF A MILLION VISITORS EACH YEAR AND REACHES MILLIONS MORE THROUGH YOUTH STEAM PROGRAMS, NEIGHBORHOOD SKYWATCHING EVENTS, PEOPLE-POWERED RESEARCH, AND OTHER OUTREACH EFFORTS. TODAY, THE ADLER IS BRINGING OUR UNIQUE APPROACH - SCIENTIFIC EXPLORATION ROOTED IN COMMUNITY AND CONNECTION - TO GUESTS FROM AROUND THE WORLD WHO CAN ENJOY THE DIGITAL ADLER FROM THEIR OWN HOMES, LIBRARIES, SCHOOLS OR OFFICES. WITH THE ADLER'S SUPPORT, PEOPLE OF ALL AGES, BACKGROUNDS, AND ABILITIES GAIN THE CONFIDENCE TO EXPLORE THEIR UNIVERSE TOGETHER AND RETURN TO THEIR COMMUNITIES READY TO THINK CRITICALLY AND CREATIVELY ABOUT ANY CHALLENGE THAT COMES THEIR WAY.IN 2022, THE PHYSICAL MUSEUM WAS REOPENED TO THE PUBLIC ON MARCH 4, AFTER A 2-YEAR BUILDING CLOSURE DUE TO COVID. THE MUSEUM HAS A NEW ONLINE TICKETING PLATFORM, AND A REINVENTED OPERATING MODEL THAT HAS SIGNIFICANTLY IMPROVED PER CAPITA TICKET REVENUE. THIS INCLUDES A NEW SCHEDULE OF PUBLIC HOURS EVERY WEDNESDAY EVENING FOR OUR EXHIBITIONS, SKY SHOWS, AND TELESCOPE VIEWING. NEW CONTENT OFFERINGS, LIKE A FULL SIZE REPLICA OF THE MARS PERSEVERANCE ROVER, ARE DRIVING GOOD ATTENDANCE AND NEW, SCHOOL-GROUP-ONLY DAYS ARE PROVIDING MEANINGFUL EXPERIENCES AT THE MUSEUM FOR EDUCATORS AND THEIR STUDENTS. ADLER IS ALSO CONTINUING ITS ENGAGEMENT IN ONLINE SPACES, WELCOMING MILLIONS OF PEOPLE AROUND THE WORLD INTO ADLER EXPERIENCES, THROUGH STORYTELLING AND ENGAGING DIRECTLY IN SCIENCE AND DISCOVERY.THROUGH ZOONIVERSE.ORG, AN ONLINE CITIZEN-SCIENCE PORTAL CO-FOUNDED BY THE ADLER, OVER 2.5 MILLION VOLUNTEERS AROUND THE WORLD - MANY OF WHOM HAVE NO FORMAL SCIENTIFIC TRAINING - CONTRIBUTE TO REAL SCIENTIFIC RESEARCH PROJECTS. TO DATE, ZOONIVERSE VOLUNTEERS HAVE CLASSIFIED MILLIONS OF GALAXIES, INSPECTED HUNDREDS OF THOUSANDS OF TUBERCULOSIS BACTERIA TO FIGHT ANTIBIOTIC RESISTANCE, DISCOVERED NEW EXOPLANETS, AND HELPED RESEARCH TEAMS ACROSS DISCIPLINES TACKLE HUGE DATA SETS.THROUGH A RICH ARRAY OF DIGITAL PROGRAMMING, FROM OUR SKYWATCH WEDNESDAY ONLINE PLANETARIUM SHOWS TO OUR SKY OBSERVER'S HANGOUTS YOUTUBE LIVESTREAM EVENTS WITH OUR PUBLIC OBSERVING TEAM TO OUR WOW!SIGNAL SCIENCE SKETCH COMEDY AND MUSICALS TO OUR ONLINE GOOGLE ARTS & CULTURE EXHIBITIONS, THE ADLER HAS CONTINUED TO PROVIDE A RICH ARRAY OF OPPORTUNITIES TO FOSTER CONNECTIONS AND CREATE SPACE FOR THE WONDERS OF OUR UNIVERSE AND CASTING SCIENCE AS THE STORIES OF HUMANITY.ADLER TEENS CONTINUED TO WORK WITH OUR SCIENTISTS AND ENGINEERS TO CARRY OUT THE FIRST-EVER LIGHT-POLLUTION SURVEY OF CHICAGO. THEY ALSO HELPED CHICAGO'S PALOS FOREST PRESERVE SUCCESSFULLY EARN THE DESIGNATION AS THE WORLD'S LARGEST URBAN NIGHT SKY PLACE FROM THE INTERNATIONAL DARK SKY ASSOCIATION AND ORGANIZED TO EDUCATE OTHERS AND ADDRESS LIGHT POLLUTION IN THEIR OWN COMMUNITIES. WE ALSO LAUNCHED A NEW PARTNERSHIP WITH CHILDREN'S HOSPITALS, EXPANDING OUR VIRTUAL FIELD TRIPS PROGRAM TO ENGAGE PEDIATRIC PATIENTS IN THE WONDERS OF OUR SOLAR SYSTEM AND CORE CONCEPTS AROUND SIZE SCALE. MAKING CONNECTIONS BETWEEN PEOPLE, IDEAS, AND OUR UNIVERSE DOESN'T JUST FEEL GOOD - IT DRIVES SCIENTIFIC PROGRESS. WHEN PEOPLE FEEL WELCOME IN THE SCIENTIFIC COMMUNITY, THEY DELIVER REAL RESULTS. THROUGH THE WONDER OF SPACE SCIENCE, THE ADLER CONNECTS PEOPLE, COMMUNITIES, AND INSTITUTIONS SO WE CAN EXPLORE OUR UNIVERSE TOGETHER AND USE OUR COLLECTIVE KNOWLEDGE AND SKILLS TO CREATE A BETTER WORLD FOR EVERYONE. 10378653 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 30 0 1 120 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 54 54 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X AUDRIS WONG 3123220327 1300 S DUSABLE LAKE SHORE DRIVE CHICAGO IL 60605 MICHELLE B LARSON PRESIDENT & CEO 35.00 0.00 X 417804 0 12095 CATHLEEN BRUEGGEMANN VP, DEVELOPMENT 35.00 0.00 X 229211 0 14281 MARCIA J HEUSER VP, FINANCE & ADMINISTRATION/CFO 35.00 0.00 X 231116 0 8547 RYUTARO MIZUNO VP, MARKETING & COMMUNICATIONS 35.00 0.00 X 188578 0 20086 LAURA TROUILLE VP, CITIZEN SCIENCE 35.00 0.00 X 158903 0 6632 ANDREW JOHNSTON VP, ASTRONOMY & COLLECTIONS 35.00 0.00 X 158566 0 6633 JENEAN FEATHERSON SENIOR DIRECTOR OF HUMAN RESOURCES 35.00 0.00 X 129920 0 6191 RANDALL LEAVER CONTROLLER 35.00 0.00 X 121703 0 9649 GEZA GYUK DIRECTOR OF ASTRONOMY 35.00 0.00 X 101332 0 18155 ANN KORA SENIOR DIRECTOR OF DEVELOPMENT 35.00 0.00 X 101931 0 8738 LINDA P JOJO BOARD CHAIR 1.00 0.00 X X 0 0 0 KECIA STEELMAN BOARD VICE CHAIR 1.00 0.00 X X 0 0 0 JONATHAN H HERBST BOARD TREASURER 1.00 0.00 X X 0 0 0 DANIEL T MUELLER BOARD SECRETARY 1.00 0.00 X X 0 0 0 RAJ BHATIA BOARD EXECUTIVE COMMITTEE MEMBER 1.00 0.00 X X 0 0 0 LILLY FARAHNAKIAN BOARD EXECUTIVE COMMITTEE MEMBER 1.00 0.00 X X 0 0 0 CYNTHIA L BALLEW TRUSTEE 1.00 0.00 X 0 0 0 RUSSELL F BARTMES TRUSTEE 1.00 0.00 X 0 0 0 NEIL W BOOK TRUSTEE 1.00 0.00 X 0 0 0 CAROLYN BOWMAN BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 LIAM CAFFREY TRUSTEE 1.00 0.00 X 0 0 0 JOHN E CARLSTROM PHD BOARD EX-OFFICIO TRUSTEE 1.00 0.00 X 0 0 0 LINDA I CELESIA BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 FRANK M CLARK BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 DONALD C CLARK JR BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 EARLE M COMBS III BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 BRYAN C CRESSEY TRUSTEE(THROUGH 4/2022) 1.00 0.00 X 0 0 0 DAVID A CROWN PHD TRUSTEE 1.00 0.00 X 0 0 0 JOSEPH DOMINGUEZ TRUSTEE (THROUGH 12/2021) 1.00 0.00 X 0 0 0 J DOUGLAS DONENFELD BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 DANIEL R EDER TRUSTEE 1.00 0.00 X 0 0 0 JOHN W ESTEY TRUSTEE 1.00 0.00 X 0 0 0 MICHEL J FELDMAN BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 TACY F FLINT TRUSTEE 1.00 0.00 X 0 0 0 DAVID W FOX BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 WENDY L FREEDMAN BOARD EX-OFFICIO TRUSTEE 1.00 0.00 X 0 0 0 NANCY EMRICH FREEMAN BOARD EX-OFFICIO TRUSTEE 1.00 0.00 X 0 0 0 RYAN GARINO TRUSTEE 1.00 0.00 X 0 0 0 NANCY S GERRIE BOARD EXECUTIVE COMMITTEE MEMBER 1.00 0.00 X 0 0 0 MUHAMMAD GIGANI TRUSTEE 1.00 0.00 X 0 0 0 HOWARD S GOSS BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM J GRUBER TRUSTEE 1.00 0.00 X 0 0 0 RAJ P GUPTA PE TRUSTEE 1.00 0.00 X 0 0 0 CAROL HIBBARD TRUSTEE 1.00 0.00 X 0 0 0 AMELIA A HUNTINGTON TRUSTEE 1.00 0.00 X 0 0 0 SETH E JACOBSON TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL P KELLY BOARD EX-OFFICIO TRUSTEE (THROUGH 10/2021) 1.00 0.00 X 0 0 0 CLYDE KOFMAN TRUSTEE (THROUGH 6/2022) 1.00 0.00 X 0 0 0 PETER J LANGAS TRUSTEE 1.00 0.00 X 0 0 0 LISA H LEWIS TRUSTEE 1.00 0.00 X 0 0 0 STEVEN S LOUIS MD BOARD EXECUTIVE COMMITTEE MEMBER 1.00 0.00 X 0 0 0 CAPTAIN JAMES A LOVELL JR BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH W MCKENNA TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL J MCMURRAY TRUSTEE 1.00 0.00 X 0 0 0 MARYANN N MCNALLY TRUSTEE 1.00 0.00 X 0 0 0 DAVID MINTZER PHD BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 JAMES C MURRAY TRUSTEE 1.00 0.00 X 0 0 0 ASHLEY HEMPHILL NETZKY BOARD EX-OFFICIO TRUSTEE 1.00 0.00 X 0 0 0 RANDY NORNES TRUSTEE 1.00 0.00 X 0 0 0 JAMES J O'CONNOR JR TRUSTEE 1.00 0.00 X 0 0 0 JAMES J O'CONNOR SR BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 JACKSON PALLAS TRUSTEE 1.00 0.00 X 0 0 0 PRADIP K PATIATH BOARD EXECUTIVE COMMITTEE MEMBER 1.00 0.00 X 0 0 0 IAN C RADOMSKI TRUSTEE 1.00 0.00 X 0 0 0 SEAN B REYNOLDS BOARD EX-OFFICIO TRUSTEE 1.00 0.00 X 0 0 0 AARON C RUDBERG BOARD EXECUTIVE COMMITTEE MEMBER 1.00 0.00 X 0 0 0 BRAD SERLIN TRUSTEE 1.00 0.00 X 0 0 0 BROOKE GRAYDON SLADE TRUSTEE 1.00 0.00 X 0 0 0 HAROLD BYRON SMITH BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 PAUL D STEINBERG TRUSTEE (THROUGH 12/2021) 1.00 0.00 X 0 0 0 SCOTT C SWANSON BOARD EXECUTIVE COMMITTEE MEMBER 1.00 0.00 X 0 0 0 KEVIN THOMPSON TRUSTEE 1.00 0.00 X 0 0 0 TINA M TROMICZAK TRUSTEE 1.00 0.00 X 0 0 0 EDWARD J WILLIAMS BOARD LIFE TRUSTEE 1.00 0.00 X 0 0 0 1839064 0 111007 10 0 1 0 A-1 ROOFING COMPANY 1425 CHASE AVENUE ELK GROVE VILLAGE IL 60007 CONSTRUCTION SERVICES 2379466 TROOP CONTRACTING 648 EXECUTIVE DRIVE WILLOWBROOK IL 60527 CONSTRUCTION SERVICES 652134 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 AUDIT & ACCOUNTING SERVICES 123700 EMCOR SERVICES TEAM MECHANICAL INC 431 LEXINGTON DRIVE BUFFALO GROVE IL 60089 CONSTRUCTION SERVICES 122201 DIVERSE FACILITY SOLUTIONS INC 12838 S CICERO AVE ALSIP IL 60803 JANITORIAL SERVICES 120495 5 345504 1407200 9646229 3949704 42425 15348637 ADMISSIONS 900099 2254246 2254246 OTHER PROGRAM REVENUE 900099 550255 420255 130000 SKY SHOWS 900099 98029 98029 2902530 621505 621505 1057831 0 1057831 1057831 1057831 21611532 17524228 4087304 4087304 4087304 0 1407200 98089 -98089 -98089 FOOD SERVICE AND CONCESSIONS 900099 316376 316376 MISCELLANEOUS 900099 6864 6864 323240 24242958 2772530 130000 5991791 1293662 383729 495938 413995 5518922 3625028 1407538 486356 55062 105190 -63623 13495 538220 315347 154883 67990 566013 343995 152559 69459 27810 27810 88800 88800 66259 66259 1105535 737926 334109 33500 15445 6621 8824 274619 223661 44409 6549 199992 152214 32919 14859 370060 358218 9233 2609 28203 19465 3819 4919 681405 681405 2647171 2622124 20525 4522 201623 193539 6303 1781 EQUIPMENT, LEASES AND R 332831 305386 25441 2004 CLEANING AND MAINTENANC 279175 268891 8018 2266 173071 35914 30091 107066 14463878 10378653 2853855 1231370 702578 954945 5054824 5415060 374970 3110585 13931 363762 274222 323827 80466174 59364599 20798097 21101575 32721562 29203580 1587373 59940184 62060707 1761311 1375107 1562884 1229705 27000000 27000000 95330 0 5810329 2981574 36229854 32586386 X 14008019 19594466 9702311 9879855 23710330 29474321 59940184 62060707 X 9779080 -7891489 3876400 X 0 1 X 1 1 1 X 5612570 8820471 7776817 7801112 13194712 43205682 1693028 1663289 1753493 1757932 2153925 9021667 7305598 10483760 9530310 9559044 15348637 52227349 1753581 50473768 1986015 2227347 1524067 682964 1679336 8099729 667738 616167 369645 17076 323240 1993866 62320944 20786762 0.80990 0.74270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 23,289. 2018 AMOUNT: $ 23,176. 2019 AMOUNT: $ 16,129. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 6,864. FUNDRAISING - 2017 AMOUNT: $ 107,210. 2018 AMOUNT: $ 128,130. 2019 AMOUNT: $ 95,550. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. FOOD SERVICE AND CONCESSIONS - 2017 AMOUNT: $ 537,239. 2018 AMOUNT: $ 464,861. 2019 AMOUNT: $ 257,966. 2020 AMOUNT: $ 17,076. 2021 AMOUNT: $ 316,376. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 5927790 -388126 293662 5246002 5385864 638463 96537 5927790 5595246 -9606 199776 5385864 4508543 1050800 246559 210656 5595246 4222250 100000 357379 171086 4508543 0.00000 0.88610 0.11390 1 0 41849999 28928231 12921768 7824604 2880507 4944097 8055237 6524469 1530768 22736334 21031392 1704942 21101575 DEFERRED PENSION BENEFIT PLAN LIABILITY 2946268 CAPITAL LEASE OBLIGATIONS 35306 2981574 20307055 -7891489 47356 3974489 -3869644 24176699 66259 66259 24242958 14543064 47356 98089 145445 14397619 66259 66259 14463878 PART III, LINE 1A: IN CONFORMITY WITH THE ACCOUNTING PRACTICES GENERALLY FOLLOWED BY MUSEUMS, THE ADLER'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ADLER'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. THE ADLER'S COLLECTIONS ARE MADE UP OF MORE THAN 6,000 ARTIFACTS AND ARCHIVAL WORKS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CULTURAL PURPOSES. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS OR TO SUPPORT THE DIRECT CARE OF COLLECTIONS. DIRECT CARE OF COLLECTIONS IS DEFINED BY THE ADLER AS COSTS THAT PROLONG THE LIFE AND USEFULNESS OF THE COLLECTION, COSTS PROVIDING BENEFITS THAT ENHANCE THE QUALITY AND PROTECTION OF THE COLLECTION, AND COSTS THAT MAKE A PHYSICAL IMPACT ON COLLECTIONS OBJECTS, INCREASING OR RESTORING THEIR CULTURAL OR SCIENTIFIC VALUE. ROUTINE AND ONGOING EXPENDITURES ARE NOT CONSIDERED DIRECT CARE OF COLLECTIONS. PART III, LINE 4: FROM ITS INCEPTION, THE ADLER PLANETARIUM HAS HELD ONE OF THE WORLD'S FOREMOST COLLECTIONS OF INSTRUMENTS RELATED TO ASTRONOMY. TODAY, THE ADLER POSSESSES A MAJOR COLLECTION OF HISTORIC SCIENTIFIC INSTRUMENTS; RARE BOOKS AND OF WORKS ON PAPER DEALING WITH ASTRONOMY, SCIENTIFIC INSTRUMENTS AND RELATED SUBJECTS; A COLLECTION OF REPLICAS AND SIMILAR "HANDS-ON" OBJECTS USED FOR EDUCATIONAL PURPOSES; AND ARCHIVES PERTAINING TO THE HISTORY OF THE ADLER ITSELF. THE ADLER'S HISTORIC SCIENTIFIC INSTRUMENT COLLECTION CONTAINS MORE THAN 2,800 THREE-DIMENSIONAL ARTIFACTS DATING FROM THE 12TH THROUGH THE 20TH CENTURIES, RANGING FROM MEDIEVAL ASTROLABES AND ARMILLARY SPHERES TO SUNDIALS, PLANETARIA, AND TELESCOPES FROM THE SCIENTIFIC REVOLUTION TO CONTEMPORARY INSTRUMENTS FOR CELESTIAL NAVIGATION. THE RARE BOOK COLLECTION (NUMBERING ABOUT 2,700) AND WORKS ON PAPER COLLECTION (MORE THAN 750 WORKS) COVER SUBJECTS RELATED TO ASTRONOMY AND SPACE SCIENCE. THE EDUCATIONAL COLLECTION FURNISHES REALISTIC MODELS AND REPLICAS FOR USE BY THE EDUCATORS ON THE MUSEUM FLOOR AND OFF-SITE, IN SITUATIONS WHERE THE USE OF DELICATE ARTIFACTS WOULD BE INAPPROPRIATE. PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO BE USED PRIMARILY FOR THE MAINTENANCE AND OPERATION OF THE FACILITIES OF THE ADLER PLANETARIUM. THE ADLER PLANETARIUM HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT DIRECT EXPENSES 98,089. CHANGE IN VALUE OF DEFINED BENEFIT PENSION PLAN 1,047,043. UNREALIZED LOSS ON INTEREST RATE SWAP 2,829,357. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 98,089. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CONFERENCE TRAVEL 3312 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CONFERENCE TRAVEL 25613 0 0 0 0 0 0 28925 0 28925 0 0 0 0 0 0 PART III ACCOUNTING METHOD: CELESTIAL BALL 1407200 1407200 98089 1407200 1407200 98089 98089 -98089 X X X X 0 0 0 0 0 0 0 1 0 MICHELLE B LARSON PRESIDENT & CEO 406315 0 11000 0 489 0 11600 0 495 0 429899 0 0 0 CATHLEEN BRUEGGEMANN VP, DEVELOPMENT 223211 0 6000 0 0 0 9374 0 4907 0 243492 0 0 0 MARCIA J HEUSER VP, FINANCE & ADMINISTRATION/CFO 224123 0 6000 0 993 0 7573 0 974 0 239663 0 0 0 RYUTARO MIZUNO VP, MARKETING & COMMUNICATIONS 182578 0 6000 0 0 0 8052 0 12034 0 208664 0 0 0 LAURA TROUILLE VP, CITIZEN SCIENCE 152903 0 6000 0 0 0 6356 0 276 0 165535 0 0 0 ANDREW JOHNSTON VP, ASTRONOMY & COLLECTIONS 152531 0 6025 0 10 0 6357 0 276 0 165199 0 0 0 PART I, LINE 7 BONUSES WERE PAID TO CERTAIN PERSONS LISTED IN PART VII SECTION A AT THE DISCRETION OF THE BOARD OF TRUSTEES AND PRESIDENT AND CEO BASED ON SPECIAL ACHIEVEMENT CRITERIA THAT THE BOARD SET. X 4 42425 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE AMOUNT LISTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART III, LINE 3 DURING THE FISCAL YEAR ENDED JUNE 30, 2022 ADLER REOPENED ALL PUBLIC IN-PERSON MUSEUM OPERATIONS AND SERVICES. THE STAFF CONTINUED TO PROVIDE ADLER'S DIGITAL OFFERINGS. FORM 990, PART VI, SECTION A, LINE 1A AN "EXECUTIVE COMMITTEE" CONSISTING OF THE CHAIR, VICE CHAIRS, TREASURER, SECRETARY, PRESIDENT AND CEO, AND SIX (6) ADDITIONAL TRUSTEES (ONE OF WHICH MAY BE THE IMMEDIATE PAST CHAIR) ELECTED BY THE BOARD OF TRUSTEES AT THE REGULAR ANNUAL MEETING OF THE BOARD OF TRUSTEES SHALL, WHEN THE BOARD OF TRUSTEES IS NOT IN SESSION, HAVE AND EXERCISE ALL OF THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE CORPORATION EXCEPT AS PROVIDED IN THE ILLINOIS NOT FOR PROFIT CORPORATION ACT. THE EXECUTIVE COMMITTEE SHALL REPORT ON ITS ACTIVITIES TO THE BOARD OF TRUSTEES AT THE BOARD'S LEGALLY CONVENED MEETINGS. THE PRESIDENT AND CEO SHALL SERVE AS EXECUTIVE SECRETARY TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS JAMES J. O'CONNOR, SR. AND JAMES J. O'CONNOR, JR. HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS JOHN ESTEY AND AMELIA HUNTINGTON HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT OF THE ORGANIZATION AND IF ANY QUESTIONS ARISE DURING THEIR REVIEW, THEY ARE ADDRESSED WITH THEIR PAID TAX PREPARER. A PRESENTATION OF THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE WHO HAS BEEN DELEGATED THE REVIEW RESPONSIBILITY. ALL BOARD MEMBERS RECEIVE A COPY OF THE FINAL FORM 990, INCLUDING ALL APPLICABLE SCHEDULES, PRIOR TO FILING THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE ADLER PLANETARIUM, ITS BOARD OF TRUSTEES AND COMMITTEES TO ENSURE THAT BOARD MEMBERS AND EMPLOYEES IN ALL OF THEIR ACTIVITIES AVOID CONFLICTS OF INTEREST-ACTUAL, POTENTIAL OR PERCEIVED-WHILE PERFORMING THEIR MUSEUM-RELATED DUTIES. IN PARTICULAR, NO PERSONS SHOULD OBTAIN OR APPEAR TO OBTAIN SPECIAL ADVANTAGES FOR THEMSELVES, THEIR RELATIVES, OR THEIR CLOSE ASSOCIATES AS A RESULT OF THEIR AFFILIATION AS A BOARD MEMBER OR EMPLOYEE. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUESTED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. THE DISCLOSURES ARE REVIEWED BY EXECUTIVE STAFF AND IF A CONFLICT IS DETERMINED TO EXIST, THE MATTER IS BROUGHT TO THE EXECUTIVE COMMITTEE FOR FURTHER REVIEW. THE IMPLICATIONS IN PRACTICE FOR THIS POLICY VARY FROM ACTIVITY TO ACTIVITY AND THIS GENERAL POLICY SHOULD NOT LIMIT THE COOPERATION AND MUTUAL ASSISTANCE THAT IS NECESSARY FOR THE EFFECTIVE FUNCTIONING OF THE ORGANIZATION. IN ADDITION, THE ADLER IS A MEMBER OF THE AMERICAN ASSOCIATION OF MUSEUMS AND SUBSCRIBES TO THE CODE OF ETHICS FOR MUSEUMS. IN SUBSCRIBING TO THIS CODE, THE ADLER ASSUMES RESPONSIBILITY FOR THE ACTIONS OF EMPLOYEES OF THEIR GOVERNING AUTHORITY AND VOLUNTEERS IN THE PERFORMANCE OF MUSEUM-RELATED DUTIES. A COPY OF THE CODE OF ETHICS FOR MUSEUMS IS GIVEN TO ALL NEW EMPLOYEES. IF A CONFLICT IS DETERMINED BETWEEN A BOARD MEMBER AND THE ORGANIZATION, THE CONFLICT IS NOTED AND THE BOARD MEMBER IS ASKED TO ABSTAIN FROM ANY DISCUSSION OF OR VOTING ON ISSUES RELATED TO THAT CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OF THE ADLER PLANETARIUM IS RESPONSIBLE FOR THE ANNUAL REVIEW AND APPROVAL OF COMPENSATION FOR THE PRESIDENT & CEO. IN JULY 2022, THE COMMITTEE ALSO REVIEWED THE SALARIES FOR OTHER OFFICERS AND KEY EMPLOYEES. A COMPREHENSIVE SALARY BENCHMARKING STUDY WAS COMPLETED IN 2022 FOR ALL STAFF POSITIONS, INCLUDING OFFICERS AND KEY EMPLOYEES, THAT CONSIDERED DATA FROM LOCAL AND NATIONAL MUSEUM AND CULTURAL INSTITUTIONS, AND PROFESSIONAL-BASED SERVICE FIRMS. COMPARATIVE INFORMATION FROM SIMILAR SIZED AND LOCATED NOT-FOR-PROFIT PEER INSTITUTIONS WAS ALSO REVIEWED FOR THE PRESIDENT & CEO AND OTHER OFFICERS AND KEY EMPLOYEES. THE PRESIDENT & CEO DO NOT TAKE PART IN ANY DECISIONS REGARDING THEIR OWN COMPENSATION. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS ARE KEPT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. THE ADLER MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF DEFINED BENEFIT PENSION PLAN 1,047,043. UNREALIZED LOSS ON INTEREST RATE SWAP 2,829,357.