2021-02-12T11:32:00-06:00 2020-09-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2019-10-01 362170124 THE CIVIC FEDERATION CIVI 3122019066 10 N DEARBORN STREET NO 800 CHICAGO IL 60602 LAURENCE MSALL PRESIDENT 3122019066 2021-02-09 1 KIMBERLY A HAUMANN P00546491 3122071040 2021-02-09 2019 2022-09-23 18:48:47Z LAURENCE J MSALL 10 N DEARBORN STREET NO 800 CHICAGO IL 60602 2355628 0 X WWW.CIVICFED.ORG X 1932 IL THE CIVIC FEDERATION PROVIDES OBJECTIVE RESEARCH TO IMPROVE GOVERNMENT EFFICIENCY. 110 110 14 127 0 0 2359540 1402076 0 0 113269 103251 -164693 75137 2308116 1580464 0 0 0 0 1496973 1478752 47000 0 204141 377516 339324 1921489 1818076 386627 -237612 4794827 4699869 490687 493314 4304140 4206555 THE CIVIC FEDERATION PROVIDES OBJECTIVE RESEARCH AND RECOMMENDATIONS TO IMPROVE GOVERNMENT EFFICIENCY, TRANSPARENCY AND ACCOUNTABILITY AND TO EDUCATE POLICYMAKERS AND THE PUBLIC. 0 0 1034863 THE CIVIC FEDERATION PROVIDES OBJECTIVE, NON-PARTISAN INFORMATION AND ADVOCATES FOR IMPROVEMENTS IN GOVERNMENT EFFICIENCY AND TAX POLICY THROUGH RESEARCH, INFORMATION AND ACTION. THE CIVIC FEDERATION CHALLENGES ELECTED LEADERS OF ILLINOIS AS WELL AS LOCAL GOVERNMENTS TO ADOPT RATIONAL TAX POLICIES AND IMPROVE GOVERNMENT EFFICIENCY, EFFECTIVENESS AND ACCOUNTABILITY. THE CIVIC FEDERATION'S EFFORTS ARE FOCUSED ON IDENTIFYING AND ELIMINATING INEFFICIENT EXPENDITURES OF PUBLIC FUNDS AND OFFERING COST SAVING ALTERNATIVES. THE CIVIC FEDERATION PROVIDES ITS RESEARCH, ANALYSIS AND RECOMMENDATIONS TO GOVERNMENT LEADERS, NEWS MEDIA AND THE GENERAL PUBLIC. 1034863 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 14 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 X 110 110 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X LAURACYN DUNCAN 3122019027 10 N DEARBORN STREET SUITE 800 CHICAGO IL 60602 LAURENCE J MSALL PRESIDENT 40.00 0.00 X X 373311 0 96925 SARAH J WETMORE VICE PRESIDENT/DIRECTOR OF RESEARCH 40.00 0.00 X X 137737 0 29016 MONICA MUELLER DIRECTOR/CHAIR 2.50 0.00 X X 0 0 0 JEFFREY BETHKE DIRECTOR/VICE CHAIR 2.50 0.00 X X 0 0 0 DONOVAN W PEPPER DIRECTOR/VICE CHAIR 2.50 0.00 X X 0 0 0 JILL WOLOWITZ DIRECTOR/VICE CHAIR 2.50 0.00 X X 0 0 0 CATHERINE KRAWITZ DIRECTOR/TREASURER 2.50 0.00 X X 0 0 0 STEVEN H ABBEY DIRECTOR 1.50 0.00 X 0 0 0 WILLIAM ABOLT DIRECTOR 1.50 0.00 X 0 0 0 ALLAN R AMBROSE DIRECTOR 1.50 0.00 X 0 0 0 JAMES ANDERSON DIRECTOR 1.50 0.00 X 0 0 0 KRISTOPHER J ANDERSON DIRECTOR 1.50 0.00 X 0 0 0 MURRAY E ASCHER DIRECTOR 2.50 0.00 X 0 0 0 ROBERT BARRY DIRECTOR 1.50 0.00 X 0 0 0 JASON BAXENDALE DIRECTOR 1.50 0.00 X 0 0 0 MATTHEW BERRY DIRECTOR 1.50 0.00 X 0 0 0 ROGER H BICKEL DIRECTOR 1.50 0.00 X 0 0 0 PATRICIA M BIDWILL DIRECTOR 1.50 0.00 X 0 0 0 ROBERT BLACKWELL JR DIRECTOR 1.50 0.00 X 0 0 0 SCOTT A BREMER DIRECTOR 1.50 0.00 X 0 0 0 WHITNEY CARLISLE DIRECTOR 2.50 0.00 X 0 0 0 CASON CARTER DIRECTOR 1.50 0.00 X 0 0 0 JONATHAN CASIANO DIRECTOR 1.50 0.00 X 0 0 0 MICHAEL CASSEL DIRECTOR 1.50 0.00 X 0 0 0 VICTOR CHANG DIRECTOR 1.50 0.00 X 0 0 0 ROBERT J CHRISTIE DIRECTOR 1.50 0.00 X 0 0 0 RICHARD CICCARONE DIRECTOR 2.50 0.00 X 0 0 0 NANCY J CLAWSON DIRECTOR 1.50 0.00 X 0 0 0 ELIZABETH COOLIDGE DIRECTOR 2.50 0.00 X 0 0 0 JASON COYLE DIRECTOR 1.50 0.00 X 0 0 0 OMAR DAGHESTANI DIRECTOR 1.50 0.00 X 0 0 0 GILLIAN DARLOW DIRECTOR 1.50 0.00 X 0 0 0 BARRETT DAVIE DIRECTOR 1.50 0.00 X 0 0 0 MARK R DAVIS DIRECTOR 1.50 0.00 X 0 0 0 JOHN P DEBLAISO DIRECTOR 1.50 0.00 X 0 0 0 RAYMOND C DRAKE DIRECTOR 1.50 0.00 X 0 0 0 MICHELLE DUKLER DIRECTOR 1.50 0.00 X 0 0 0 JOHN F DUNN DIRECTOR 1.50 0.00 X 0 0 0 WILLIAM EAGER DIRECTOR 1.50 0.00 X 0 0 0 CRAIG FALDUTO DIRECTOR 1.50 0.00 X 0 0 0 ROBERT FERNANDEZ DIRECTOR 1.50 0.00 X 0 0 0 CLAYTON FRICK DIRECTOR 1.50 0.00 X 0 0 0 STEPHEN B FRIEDMAN DIRECTOR 2.50 0.00 X 0 0 0 CHARLES R GARDNER DIRECTOR 2.50 0.00 X 0 0 0 JUDITH A GOLD DIRECTOR 1.50 0.00 X 0 0 0 DANIEL G GOLDWIN DIRECTOR 1.50 0.00 X 0 0 0 SUSAN HAYES GORDON DIRECTOR 1.50 0.00 X 0 0 0 ANDREW F GOTTSCHALK DIRECTOR 2.50 0.00 X 0 0 0 PHILIP D HALE DIRECTOR 1.50 0.00 X 0 0 0 PHILIP L HILDEBRANDT DIRECTOR 1.50 0.00 X 0 0 0 CHRISTINE HOAGLAND DIRECTOR 1.50 0.00 X 0 0 0 LORI H IGLESKI DIRECTOR 1.50 0.00 X 0 0 0 MARK ISHAUG DIRECTOR 1.50 0.00 X 0 0 0 NICHOLAS P JORDAN DIRECTOR 1.50 0.00 X 0 0 0 WILLIAM KETCHUM DIRECTOR 1.50 0.00 X 0 0 0 BETTY LATSON DIRECTOR 1.50 0.00 X 0 0 0 DAN LEARY DIRECTOR 1.50 0.00 X 0 0 0 KANDACE C LENTI DIRECTOR 2.50 0.00 X 0 0 0 LARRY D LEWIS JR DIRECTOR 1.50 0.00 X 0 0 0 THOMAS E LIVINGSTON DIRECTOR 1.50 0.00 X 0 0 0 DAVE LUNDY DIRECTOR 1.50 0.00 X 0 0 0 DANIEL J LYNCH DIRECTOR 2.50 0.00 X 0 0 0 NASUTSA M MABWA DIRECTOR 1.50 0.00 X 0 0 0 WILLIAM D MACK DIRECTOR 2.50 0.00 X 0 0 0 CHRISTINE MAKI DIRECTOR 1.50 0.00 X 0 0 0 SUZET MCKINNEY DIRECTOR 1.50 0.00 X 0 0 0 THOMAS J MCNULTY DIRECTOR 1.50 0.00 X 0 0 0 DORRI MCWHORTER DIRECTOR 1.50 0.00 X 0 0 0 JAMES S MONTANA JR DIRECTOR 1.50 0.00 X 0 0 0 TIMOTHY E MORAN DIRECTOR 1.50 0.00 X 0 0 0 CLARE MUNANA DIRECTOR 1.50 0.00 X 0 0 0 BRIAN MURPHY DIRECTOR 1.50 0.00 X 0 0 0 MICHAEL E MURPHY DIRECTOR 1.50 0.00 X 0 0 0 ASHLI NELSON DIRECTOR 2.50 0.00 X 0 0 0 RANDY NORNES DIRECTOR 1.50 0.00 X 0 0 0 BERT NUEHRING DIRECTOR 2.50 0.00 X 0 0 0 MICHAEL F O'BRIEN DIRECTOR 1.50 0.00 X 0 0 0 GREGORY J O'LEARY DIRECTOR 2.50 0.00 X 0 0 0 ROBERT PASIN DIRECTOR 1.50 0.00 X 0 0 0 NEIL PRITZ DIRECTOR 1.50 0.00 X 0 0 0 JOSEPH J PROCHASKA JR DIRECTOR 1.50 0.00 X 0 0 0 SYLVIA PUENTE DIRECTOR 1.50 0.00 X 0 0 0 DAVID L REIFMAN DIRECTOR 1.50 0.00 X 0 0 0 ANTHONY T REINHART DIRECTOR 1.50 0.00 X 0 0 0 AARON C RUDBERG DIRECTOR 2.50 0.00 X 0 0 0 SCOTT SAEF DIRECTOR 1.50 0.00 X 0 0 0 GABRIEL W SANDERS DIRECTOR 1.50 0.00 X 0 0 0 REBEKAH SCHEINFELD DIRECTOR 1.50 0.00 X 0 0 0 ZACK SCHRANTZ DIRECTOR 1.50 0.00 X 0 0 0 LOIS A SCOTT DIRECTOR 1.50 0.00 X 0 0 0 HARRY J SEIGLE DIRECTOR 2.50 0.00 X 0 0 0 JOSEPH SELIGA DIRECTOR 1.50 0.00 X 0 0 0 BRIAN SEPTON DIRECTOR 2.50 0.00 X 0 0 0 SAPAN SHAH DIRECTOR 1.50 0.00 X 0 0 0 STEVEN SHAW DIRECTOR 1.50 0.00 X 0 0 0 DANIEL C SPREHE DIRECTOR 2.50 0.00 X 0 0 0 MATTHEW SUMMY DIRECTOR 1.50 0.00 X 0 0 0 KENT A SWANSON DIRECTOR 1.50 0.00 X 0 0 0 SARFRAZ M TAJ DIRECTOR 2.50 0.00 X 0 0 0 CAROL THOMPSON DIRECTOR 2.50 0.00 X 0 0 0 KATHY A THOMPSON DIRECTOR 2.50 0.00 X 0 0 0 ALLEN B TRUESDELL DIRECTOR 1.50 0.00 X 0 0 0 DAVID J VITALE DIRECTOR 1.50 0.00 X 0 0 0 DANIEL WAGNER DIRECTOR 1.50 0.00 X 0 0 0 LEON I WALKER DIRECTOR 1.50 0.00 X 0 0 0 ANDREW L WEIL DIRECTOR 1.50 0.00 X 0 0 0 AJ WILHELMI DIRECTOR 1.50 0.00 X 0 0 0 SIMON WLODARSKI DIRECTOR 1.50 0.00 X 0 0 0 MEGHAN WOLTMAN DIRECTOR 1.50 0.00 X 0 0 0 511048 0 125941 2 0 1 0 0 498136 696840 207100 1402076 70692 70692 671312 638753 32559 32559 32559 15510 696840 136411 -120901 -120901 PPP LOAN FORGIVENESS 900099 193920 193920 MISCELLANEOUS INCOME 900099 2118 2118 196038 1580464 0 0 178388 632166 414104 149340 68722 678688 348133 251464 79091 29376 15524 11910 1942 66542 36909 22537 7096 71980 40327 23592 8061 26222 26222 2210 1166 716 328 26371 12494 10887 2990 25023 17121 5843 2059 143627 96230 30162 17235 1572 1108 312 152 14196 5904 7274 1018 43700 29279 9177 5244 8580 8580 DUES AND SUBSCRIPTIONS 20975 16564 2873 1538 BAD DEBT EXPENSE 19665 11000 8665 BANKING 7183 7183 1818076 1034863 579072 204141 242608 386351 9845 9847 360000 105000 503983 502510 63172 44971 563043 370232 236510 192811 3378709 3458379 4794827 4699869 110908 173755 15000 0 364779 319559 490687 493314 X 3456471 3718886 847669 487669 4304140 4206555 4794827 4699869 -237612 140027 0 X 0 1 X 1 0 X 1351535 2174350 1651489 2359540 1402076 8938990 1351535 2174350 1651489 2359540 1402076 8938990 1058108 7880882 67309 67823 76584 82081 70692 364489 6707 25654 8049 8884 2118 51412 9354891 204461 0.84240 0.82340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 275 0 0 275 0 PART II-B, LINE 1: LOBBYING ACTIVITIES INCLUDE DIRECT CONTACT WITH ELECTED OFFICIALS AND INVITATIONS FOR ELECTED OFFICIALS FOR ATTENDANCE AT CIVIC FEDERATION EVENTS SUCH AS OUR EXCELLENCE IN PUBLIC SERVICE AWARD BREAKFAST AND OUR AWARDS LUNCHEON. 366340 173529 192811 164941 164941 0 31762 31762 0 192811 DEFERRED RENT 319559 319559 1856902 140027 136411 276438 1580464 0 1580464 1954487 136411 136411 1818076 0 1818076 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 136,411. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 136,411. EXCELLENCE IN PUBLIC SERVICE AWARD 21850 6340 15510 71406 ANNUAL AWARDS LUNCHEON 690500 690500 65005 712350 696840 15510 136411 136411 -120901 X 1 1 X X X 0 0 0 1 0 1 0 0 0 LAURENCE J MSALL PRESIDENT 275561 0 97750 0 0 0 11314 0 85611 0 470236 0 0 0 SARAH J WETMORE VICE PRESIDENT/DIRECTOR OF RESEARCH 137737 0 0 0 0 0 6638 0 22378 0 166753 0 0 0 PART I, LINE 1A THE FOLLOWING WERE PAID BY THE ORGANIZATION: MONTHLY MEMBERSHIP DUES TO CLIFF DWELLERS, A PRIVATE CLUB, FOR THE PRESIDENT OF THE ORGANIZATION. MEMBERSHIP CEASED WITH CLIFF DWELLERS IN AUGUST 2019. A NEW MEMBERSHIP WAS INITIATED WITH THE CHICAGO CLUB. SUBSTANTIALLY ALL USE OF EITHER CLUB IS FOR BUSINESS PURPOSES. AS SUCH, THE PAYMENTS WERE NOT TREATED AS TAXABLE COMPENSATION TO THE PRESIDENT. AN INSUBSTANTIAL AMOUNT OF PERSONAL USAGE WAS PAID FOR OUT OF POCKET BY THE PRESIDENT. PART I, LINE 5 THE PRESIDENT'S ANNUAL SALARY AND BONUS ARE REVIEWED BY THE FORMER CHAIRMAN'S COUNCIL ANNUALLY AND ANY RECOMMENDED CHANGES ARE PRESENTED BY THE CHAIRMAN TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE PRESIDENT'S BONUS IS DISCRETIONARY AND IS CALCULATED BASED ON VARIOUS REVENUE AND GROWTH TARGETS COMBINED WITH OTHER STRATEGIC AND MANAGEMENT CRITERIA. PART I, LINE 6 SEE EXPLANATION FOR LINE 5. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS APPOINT AN EXECUTIVE COMMITTEE CONSISTING OF THE FEDERATION'S OFFICERS, MEMBERS OF THE PAST CHAIRMAN'S COUNCIL, AND UP TO TWENTY MEMBERS OF SAID BOARD, TO KEEP IN TOUCH WITH THE DETAILED WORK OF THE CORPORATION AND TO SUPERVISE AND DIRECT SAME, SUBJECT TO THE GENERAL DIRECTION AND CONTROL OF THE BOARD OF DIRECTORS. SUBJECT TO SUCH SPECIFIC DIRECTIONS AND SUCH GENERAL RULES AS MAY BE ADOPTED BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO FIX THE COMPENSATION OF ALL OFFICERS OF THE CORPORATION OTHER THAN DIRECTORS; TO AUTHORIZE THE EMPLOYMENT OF STAFF MEMBERS AND FIX THEIR COMPENSATION; AND TO AUTHORIZE SUCH OTHER EXPENDITURES BY THE CORPORATION AS IT SHALL DEEM NECESSARY FOR THE PROPER CONDUCT OF THE WORK THEREOF. FORM 990, PART VI, SECTION A, LINE 2 HARRY SEIGLE AND REBEKAH SCHEINFELD HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. A MEETING OR CONFERENCE CALL IS SCHEDULED FOR THE CPA FIRM AND ORGANIZATION MANAGEMENT TO DISCUSS FORM 990 WITH THE AUDIT COMMITTEE AND TO ANSWER ANY QUESTIONS PRIOR TO FILING FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A PRECURSOR TO THEIR SERVICE TO THE ORGANIZATION. POTENTIAL CONFLICTS ARE LOGGED WITH AND MONITORED BY THE MEMBERSHIP MANAGER AND DISCUSSED WITH THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS REVIEWED BY THE CHAIRMAN AND THE PAST CHAIRMAN'S COUNCIL AND APPROVED BY THE EXECUTIVE COMMITTEE. THE APPROVAL PROCESS TAKES INTO ACCOUNT SALARY INFORMATION FROM FORM 990'S OF OTHER ORGANIZATIONS. THE COMPENSATION OF OTHER OFFICERS IS DETERMINED IN CONSULTATION BETWEEN THE PRESIDENT AND CHAIRMAN. IT INCLUDES A REVIEW OF SALARIES FROM THE FORM 990'S OF SIMILAR ORGANIZATIONS. ON JULY 19, 2011 THE CIVIC FEDERATION'S EXECUTIVE COMMITTEE APPROVED A FORMAL WRITTEN EXECUTIVE COMPENSATION POLICY EXPLAINING THE PROCESS BY WHICH OFFICER'S COMPENSATION IS DETERMINED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENTAL AGENCIES; THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.