CHICAGO HISTORICAL SOCIETY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHICAGO HISTORICAL SOCIETY (EIN 36-2167004)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-06-22
- IRS object ID
- 202231739349301408
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-22T09:42:05-07:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIC | BusinessNameControlTxt |
| Phone | 3126424600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 N Clark Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cheryl Obermeyer | PersonNm |
| Person Title | VP of Finance | PersonTitleTxt |
| Phone | 3127992120 | PhoneNum |
| Signature | 2022-06-03 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 0 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Donald Lassere | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 N Clark St | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,352,613 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.chicagohistory.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1857 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | To share Chicago's stories, serving as a hub of scholarship and learning, inspiration, and civic engagement. | ActivityOrMissionDesc |
| Voting Members Governing Body | 72 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 72 | VotingMembersIndependentCnt |
| Total Employee | 193 | TotalEmployeeCnt |
| Total Volunteers | 144 | TotalVolunteersCnt |
| Total Gross UBI | -$99,741 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,127,594 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,535,392 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $960,043 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $472,775 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,703,822 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,956,444 | CYInvestmentIncomeAmt |
| PY Other Revenue | $934,493 | PYOtherRevenueAmt |
| CY Other Revenue | -$195,851 | CYOtherRevenueAmt |
| PY Total Revenue | $15,725,952 | PYTotalRevenueAmt |
| CY Total Revenue | $16,768,760 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,250,457 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,348,585 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,678,749 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,059,868 | PYOtherExpensesAmt |
| CY Other Expenses | $8,517,409 | CYOtherExpensesAmt |
| PY Total Expenses | $17,310,325 | PYTotalExpensesAmt |
| CY Total Expenses | $14,865,994 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,584,373 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,902,766 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $120,490,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,770,893 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $74,108,832 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $70,725,162 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,381,821 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $72,045,731 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To share Chicago's stories, serving as a hub of scholarship and learning, inspiration, and civic engagement is the foundation of the Museum's programs and events, exhibitions, educational initiatives, publications, and collecting activities that touch the lives of all Chicagoans and help them make meaningful and personal connections to history. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,427,409 | ExpenseAmt |
| Revenue | $682,167 | RevenueAmt |
| Desc | EDUCATION AND AUDIENCE - CHM engages audiences with history that reflects our city's complex past and diverse communities. Our exhibitions and programs bring Chicago's past to life for families, adults, Museum members, and students. In 2020, we faced significant limitations to our in-person offerings because of COVID-19 restrictions, and we used our vast online resources to deliver content to cultural audiences while the Museum was closed. Most notably, we launched our Chicago History at Home virtual series, which offers "bite-size" interpretive moments to history lovers via email and social media. The initiative draws a monthly average reach of 350,000 on social media. Over 150 posts were created in 2020, each featuring images from our collection and related stories. We advanced other digital projects in 2020 as well, completing our virtual reality experience of the first Ferris Wheel at the World's Columbian Exposition and adding exhibitions to our Google Arts and Culture site. While we were only able to welcome 20% of our usual 50,000 annual school visitors onsite, we stepped up to serve 16,000 students and educators with remote workshops and virtual tours. Another 9,200 families and teachers downloaded our learning activities for children and youth. The Museum hosts robust public programs, including panel discussions, commemorative day celebrations, film screenings, and public history tours of the iconic sites and neighborhood treasures of Chicago. These experiences allow CHM to bring our collection and interpretive content to broad audiences. We reached 14,314 people through virtual programs in 2020. Last year, CHM served over 11,000 students through the Chicago Metro History Fair, a program that engages nearly 90 schools with an inquiry-based curriculum and culminates in showcases of student projects. We pivoted to virtual fairs and teacher support for History Fair in 2020. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,711,471 | ExpenseAmt |
| Revenue | $4,425,670 | RevenueAmt |
| Desc | COLLECTIONS AND RESEARCH CHM houses a premier collection, estimated at 25 million objects, documents and images, including an unparalleled set of materials pertaining to Abraham Lincoln; one of the largest and most significant costume collections in the world; the Hedrich Blessing architecture photography collection; the photo morgues of the Chicago Daily News and the Chicago Sun-Times newspapers; color works by Vivan Maier; and the complete library of Studs Terkel's WFMT interviews. CHM seeks to maximize discoverability of its collections, making primary source material available to researchers. Our onsite vehicle for public access is the Research Center, a non-circulating library of publications, images, documents, and artifacts, which served nearly 4,000 patrons in 2021. CHM's website introduces hundreds of thousands of annual online visitors to collection holdings and offers access to its Research Center staff, who address research inquiries. The Research Center also hosts hundreds of History Day students every season, who visit to conduct research on their selected topics. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $808,885 | ExpenseAmt |
| Revenue | $712,123 | RevenueAmt |
| Desc | EXHIBITIONS CHM shares Chicago's stories, enabling visitors to explore historical themes and events and reflect on the city's diverse communities. CHM exhibits photos, videos, artifacts, and interactive displays that connect audiences to history. Exhibits are designed, fabricated, and installed according to national industry best practices and with an eye for innovative methods of interpretation. In addition to maintaining permanent exhibitions such as the landmark Chicago: Crossroads of America, Facing Freedom, and Sensing Chicago, CHM offered several temporary exhibitions in 2021. They include Remembering Dr. King: 1929-1968; Millions of Moments: the Chicago Sun-Times Photo Archive; Vivian Maier: In Color; and City on Fire: Chicago 1871, a multimedia exhibition that revisits the impact of the Fire following its 150th anniversary. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,947,765 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 193 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 1 | Form8899Filedind |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 72 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 72 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cheryl Obermeyer | PersonNm |
| Phone | 3127992120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 N Clark Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (74 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Donald Lassere | |||||||||
| President and CEO | 35 | Yes (X) | $219,239 | $0 | $0 | ||||
| Cheryl Obermeyer | |||||||||
| Vice President of Finance | 35 | $169,333 | $0 | $6,632 | Yes (X) | ||||
| Gary T Johnson | |||||||||
| President | 35 | $154,772 | $0 | $13,583 | Yes (X) | ||||
| John Russick | |||||||||
| Senior Vice President | 35 | $160,983 | $0 | $7,209 | Yes (X) | ||||
| Michael Anderson | |||||||||
| Director Institutional Advancement, Major Gifts | 35 | $134,424 | $0 | $6,632 | Yes (X) | ||||
| Gregory Besio | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Barbara A Hamel | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| James L Alexander | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Michelle Bibergal | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Matthew Blakely | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| David P Bolger | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Laurence O Booth | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Denise Cade | |||||||||
| Trustee-Secretary | 4 | $0 | $0 | $0 | Yes (X) | ||||
| Paul Carlisle | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Rita Sola Cook | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Keith Crandall | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| John W Croghan | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Patrick F Daly | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Patrick W Dolan | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| James P Duff | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Paul H Dykstra | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Michael H Ebner | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Gabriel Esteban | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| T Bondurant French | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Lafayette J Ford | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Sallie L Gaines | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Alejandra Garza | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Timothy J Gilfoyle | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Gregory L Goldner | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Mary Lou Gorno | |||||||||
| Trustee-Second Vice Chair | 4 | $0 | $0 | $0 | Yes (X) | ||||
| David A Gupta | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| M Hill Hammock | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Brad Henderson | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| David D Hiller | |||||||||
| Trustee-Chair Emeritus | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Dennis H Holtschneider | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Henry H Howell | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Phillip W Hummer | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Philip Isom | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Edgar D Jannotta | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Falona Joy | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Ronald G Kaminski | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Randye A Kogan | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Barbara Kipper | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Judith Konen | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| W Paul Krauss | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Michael Kupetis | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Robert C Lee | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Josephine Louis | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| R Eden Martin | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Robert Meers | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Josephine Baskin Minow | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Timothy P Moen | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Ralph G Moore | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Potter Palmer | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Stephen Ray | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Douglas P Regan | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| John W Rowe | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Jesse H Ruiz | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Joseph Seliga | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Gordon I Segal | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Larry Selander | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Paul L Snyder | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Steve Solomon | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Samuel J Tinaglia | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Mark D Trembacki | |||||||||
| Trustee-Treasurer | 4 | $0 | $0 | $0 | Yes (X) | ||||
| Ali Velshi | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Gail Ward | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Monica M Weed | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Jeffrey W Yingling | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Robert R Yohanan | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Walter C Carlson | |||||||||
| Trustee-Chair Emeritus | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Tobin E Hopkins | |||||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||||
| Warren K Chapman | |||||||||
| Trustee-Second Vice Chair | 4 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Daniel S Jaffee | |||||||||
| Trustee-Chair | 4 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $838,751 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,056 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Allied Waterproofing | |||||
| 520 Executive Drive | Willowbrook | IL | 60527 | Construction Services | $286,520 |
| Hallett Movers | |||||
| 7535 W 59th St | Summitt | IL | 60501 | Moving services | $225,741 |
| Concept Plumbing | |||||
| 554 W Wood Street | Palatine | IL | 60067 | Earthwork and Demolition | $222,042 |
| Wisconsin Lift Truck | |||||
| 2588 Solutions Center | Chicago | IL | 60677 | Collection Storage system | $193,427 |
| Scott Byron & Company | |||||
| PO Box 5443 | Carol Stream | IL | 60197 | Landscaping Design Services | $174,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $430,155 | MembershipDuesAmt |
| Fundraising | $89,104 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $4,485,742 | GovernmentGrantsAmt |
| All Other Contributions | $7,530,391 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $12,535,392 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Admission and program fees | 712110 | $325,785 | $325,785 | $0 | $0 |
| Rights and Reproductions | 712110 | $146,990 | $146,990 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $472,775 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $451,055 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $451,055 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $121,518 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $221,259 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$99,741 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$99,741 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$99,741 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,624,525 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,119,136 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,505,389 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,505,389 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,505,389 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $89,104 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $147,348 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $243,458 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$96,110 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$96,110 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,768,760 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,333,109 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$99,741 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,596 | TotalAmt |
| Program Services | $218,085 | ProgramServicesAmt |
| Management And General | $253,905 | ManagementAndGeneralAmt |
| Fundraising | $359,606 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,155,381 | TotalAmt |
| Program Services | $3,348,594 | ProgramServicesAmt |
| Management And General | $171,727 | ManagementAndGeneralAmt |
| Fundraising | $635,060 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,969 | TotalAmt |
| Program Services | $151,429 | ProgramServicesAmt |
| Management And General | $21,184 | ManagementAndGeneralAmt |
| Fundraising | $61,356 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $747,107 | TotalAmt |
| Program Services | $586,540 | ProgramServicesAmt |
| Management And General | $39,959 | ManagementAndGeneralAmt |
| Fundraising | $120,608 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,532 | TotalAmt |
| Program Services | $261,778 | ProgramServicesAmt |
| Management And General | $39,513 | ManagementAndGeneralAmt |
| Fundraising | $79,241 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,395 | TotalAmt |
| Management And General | $21,395 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,100 | TotalAmt |
| Management And General | $81,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,645 | TotalAmt |
| Management And General | $820,645 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,345 | TotalAmt |
| Program Services | $253,025 | ProgramServicesAmt |
| Management And General | $107,006 | ManagementAndGeneralAmt |
| Fundraising | $130,314 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,973 | TotalAmt |
| Program Services | $211,973 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,910 | TotalAmt |
| Program Services | $150,622 | ProgramServicesAmt |
| Management And General | $132,971 | ManagementAndGeneralAmt |
| Fundraising | $10,317 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,293 | TotalAmt |
| Management And General | $70,293 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,744 | TotalAmt |
| Program Services | $504,794 | ProgramServicesAmt |
| Management And General | $186,704 | ManagementAndGeneralAmt |
| Fundraising | $1,246 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,453 | TotalAmt |
| Program Services | $23,280 | ProgramServicesAmt |
| Management And General | $8,876 | ManagementAndGeneralAmt |
| Fundraising | $29,297 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,788 | TotalAmt |
| Program Services | $27,472 | ProgramServicesAmt |
| Management And General | $6,316 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,046,213 | TotalAmt |
| Program Services | $1,493,735 | ProgramServicesAmt |
| Management And General | $429,705 | ManagementAndGeneralAmt |
| Fundraising | $122,773 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,925,701 | TotalAmt |
| Program Services | $1,405,762 | ProgramServicesAmt |
| Management And General | $404,397 | ManagementAndGeneralAmt |
| Fundraising | $115,542 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,161 | TotalAmt |
| Program Services | $162,908 | ProgramServicesAmt |
| Management And General | $46,864 | ManagementAndGeneralAmt |
| Fundraising | $13,389 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Debt Service | Desc |
| Total | $396,920 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $396,920 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,147,768 | TotalAmt |
| Program Services | $1,147,768 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,865,994 | TotalAmt |
| Program Services | $9,947,765 | ProgramServicesAmt |
| Management And General | $3,239,480 | ManagementAndGeneralAmt |
| Fundraising | $1,678,749 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,533,946 | BOYAmt |
| EOY | $7,060,143 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,553,087 | BOYAmt |
| EOY | $4,507,958 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,755 | BOYAmt |
| EOY | $1,587,817 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,554 | BOYAmt |
| EOY | $25,553 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,410 | BOYAmt |
| EOY | $16,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $76,310,415 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,415,533 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,190,398 | BOYAmt |
| EOY | $27,894,882 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,578,665 | BOYAmt |
| EOY | $67,376,144 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,760,805 | BOYAmt |
| EOY | $25,979,983 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,445,033 | BOYAmt |
| EOY | $6,322,385 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,490,653 | BOYAmt |
| EOY | $142,770,893 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100,479 | BOYAmt |
| EOY | $2,016,980 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,938 | BOYAmt |
| EOY | $534,951 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,397,993 | BOYAmt |
| EOY | $50,436,460 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,249,422 | BOYAmt |
| EOY | $17,736,771 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,108,832 | BOYAmt |
| EOY | $70,725,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,565,000 | BOYAmt |
| EOY | $44,268,307 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,816,821 | BOYAmt |
| EOY | $27,777,424 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,381,821 | BOYAmt |
| EOY | $72,045,731 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,490,653 | BOYAmt |
| EOY | $142,770,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,902,766 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,999,041 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $388,064 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $5,374,039 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,608,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,101,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,060,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,270,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,279,670 | CurrentTaxYearAmt |
| Total | $135,320,115 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,776,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,693,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,663,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,753,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,757,928 | CurrentTaxYearAmt |
| Total | $8,644,669 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,385,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,794,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,724,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,023,649 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,037,598 | CurrentTaxYearAmt |
| Total | $143,964,784 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $143,964,784 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $333,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $627,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $921,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $777,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $451,056 | CurrentTaxYearAmt |
| Total | $3,111,500 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $658,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $261,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $498,853 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $375,087 | CurrentTaxYearAmt |
| Total | $1,887,541 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $148,963,825 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96644 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90659 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Other income is from cafe services, museum store sales, and collection-based fees. | ExplanationTxt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,856,227 | BeginningYearBalanceAmt |
| Contributions | $2,500,000 | ContributionsAmt |
| Investment Earnings Or Losses | $877,351 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $334,384 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $10,899,194 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,826,505 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $364,106 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $334,384 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $7,856,227 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,767,655 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $393,234 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $334,384 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $7,826,505 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,606,855 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $495,184 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $334,384 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $7,767,655 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,467,901 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $473,338 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $334,384 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $7,606,855 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $1 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $52,786,744 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,890,870 | DepreciationAmt |
| Book Value | $18,895,874 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $18,620,865 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,524,663 | DepreciationAmt |
| Book Value | $4,096,202 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,902,805 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $4,902,805 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,894,882 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private equity fund of funds | $6,431,693 | F |
| Real estate | $4,034,000 | F |
| Hedge Funds | $15,514,290 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,979,983 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest rate swap agreement | Desc |
| Amt | $17,736,771 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,736,771 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1 | Schedule D, Part III, Line 1 - The Chicago Historical Society's permanent collections, which were acquired through purchases and contributions from benefactors since the inception are not recognized as assets on the statement of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the purchase is acquired. Proceeds from the deaccessions or insurance recoveries are reflected as increases in net asset class. The collections are held for educational, research and historical purposes. The items are cataloged, preserved and conserved. |
| Schedule D, Part III, Line 4 | Schedule D, Part III, Line 4 - The organization collects, exhibits and interprets documents, images and artifacts related to the history of metropolitan Chicago and the United States. The mission is to expand the audiences of history, to be a leader in historical education and a premier research institution. |
| Schedule D, Part V, Line 4 | Schedule D, Part V, Line 4 - To provide long-term financial health and a predictable stream of funding to support museum operations and programs supported by the endowment while seeking to maintain the purchasing power of the endowment assets. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Making History Awards | Event1Nm |
| Gross Receipts Event1 | $653,250 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $396,586 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $256,664 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $89,105 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $653,250 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $396,586 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $256,664 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $89,105 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $89,105 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $167,559 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donald Lassere | ||||||||||||||
| President and CEO | $219,239 | $0 | $0 | $0 | $0 | $0 | $8,770 | $0 | $10,657 | $0 | $238,666 | $0 | $0 | $0 |
| Cheryl Obermeyer | ||||||||||||||
| Vice President of Finance | $169,333 | $0 | $0 | $0 | $0 | $0 | $6,773 | $0 | $7,624 | $0 | $183,730 | $0 | $0 | $0 |
| Gary T Johnson | ||||||||||||||
| President | $154,772 | $0 | $0 | $0 | $0 | $0 | $6,191 | $0 | $7,201 | $0 | $168,164 | $0 | $0 | $0 |
| John Russick | ||||||||||||||
| Senior Vice President | $160,983 | $0 | $0 | $0 | $0 | $0 | $6,439 | $0 | $353 | $0 | $167,775 | $0 | $0 | $0 |
| Michael Anderson | ||||||||||||||
| Director Institutional Advancement, Major Gifts | $134,424 | $0 | $0 | $0 | $0 | $0 | $5,377 | $0 | $353 | $0 | $140,154 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Illinois Finance Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 861091967 | BondIssuerEIN |
| CUSIP | 45200Bxs2 | CUSIPNum |
| Bond Issued | 2006-02-09 | BondIssuedDt |
| Issue Price | $50,975,000 | IssuePriceAmt |
| Purpose | capital construction | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $50,975,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $498,494 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $50,976,506 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $50,975,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The Form 990 is reviewed and approved by the Finance and Audit Committee, distributed to the Board of Trustees requesting their review, and provided during the annual audit process. Comments and questions are directed to the Vice President of Finance. |
| Form 990, Part VI, Section B, Line 12c | A periodic report of trustee-related transactions is reviewed for potential conflicts. |
| Form 990, Part VI, Section B, Line 15 | The Executive Committee of the organization is responsible for the annual review of the compensation for the President and Officers. The process includes the review of performance against institutional goals and comparable market salary data. The process is completed with Executive Committee recommendations and approval of the Board of Trustees. |
| Form 990, Part VI, Section C, Line 19 | The organization's annual report is on the museum's website and it is noted that the tax filings are available upon request. |
| Form 990, Part XI, Line 9 | Change in value of interest rate swap agreement ($4,512,651) and split-interest agreements ($861,388). |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Due to the COVID impact on museum operations and staffing, it has taken considerably longer to prepare the tax filing for the fiscal year 2021. | ExplanationTxt |
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