2021-11-10T15:15:06-06:00 2020-12-31 351509921 SWARTZ RETSON & CO PC 235 E 86TH AVENUE MERRILLVILLE IN 46410 990 2020-01-01 132890752 COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING COUN 3178060154 10 W MARKET STREET NO 1100 INDIANAPOLIS IN 46204 THOMAS ERTEL TREASURER 3178060154 2021-11-09 1 THOMAS ERTEL 999009999 RICHARD A YOUNG P00367526 2197693616 2021-11-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z THOMAS ERTEL 10 W MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 5230198 0 X WWW.CAEL.ORG X 1979 DC CAEL PIONEERS LEARNING STRATEGIES FOR INDIVIDUALS AND ORGANIZATIONS. WE ADVANCE LIFELONG LEARNING IN PARTNERSHIP WITH EDUCATIONAL INSTITUTIONS, EMPLOYERS, LABOR ORGANIZATIONS, GOVERNMENT, AND COMMUNITIES. CAEL WORKS TO REMOVE POLICY AND ORGANIZATIONAL BARRIERS TO LEARNING. 11 3 61 11 0 0 1056092 1013397 4350169 3123318 386249 114275 2373 52091 5794883 4303081 0 0 0 0 5541903 4245135 0 0 446324 4969211 2834087 10511114 7079222 -4716231 -2776141 6048522 4495606 2961259 2764324 3087263 1731282 X CAEL PIONEERS LEARNING STRATEGIES FOR INDIVIDUALS AND ORGANIZATIONS. WE ADVANCE LIFELONG LEARNING IN PARTNERSHIP WITH EDUCATIONAL INSTITUTIONS, EMPLOYERS, LABOR ORGANIZATIONS, GOVERNMENT, AND COMMUNITIES. CAEL WORKS TO REMOVE POLICY AND ORGANIZATIONAL BARRIERS TO LEARNING. 0 0 734782 1195974 CLIENT RELATIONS: ASSISTS EMPLOYERS AND JOINT LABOR - MANAGEMENT ENTITIES TO CREATE LEARNINGAND CAREER ADVISING PROJECTS FOR BOTH THE ACTIVE AND DOWNSIZED WORKFORCE. 2380961 1526472 HIGHER EDUCATION: ASSISTS EDUCATIONAL INSTITUTIONS TO PROVIDE ADULTS WITH MEANINGFUL, RELEVANT, AND QUALITY LEARNING EXPERIENCES. 704330 391691 WORKFORCE & ECONOMIC DEVELOPMENT: PROVIDES RESEARCH, FACILITATION AND PLANNING ASSISTANCE TO PUBLIC SECTOR AND HEALTHCARE ORGANIZATIONS DEVELOPING EDUCATION AND TRAINING INITIATIVES. 9181 PUBLICATIONS WRITTEN AND SOLD BY COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING. 9181 3820073 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 44 0 1 61 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 IL CA IN NY PA WI X THOMAS ERTEL 3178060154 10 W MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 WILLIAM HANSEN TRUSTEE 1.00 39.00 X 0 1139837 70625 ERIN ROTH TRUSTEE 1.00 39.00 X 0 505754 75675 THOMAS DAWSON CHAIR 1.00 39.00 X X 0 496578 73375 LARRY LUTZ TRUSTEE 1.00 39.00 X 0 544107 70625 A SCOTT FLEMING TRUSTEE 1.00 39.00 X 0 472343 70625 JOHN CAVANAUGH TRUSTEE 1.00 0.00 X 0 0 0 CASE MCGEE TRUSTEE 1.00 0.00 X 0 0 0 DEBORAH FORD TRUSTEE 1.00 0.00 X 0 0 0 ALEX MORRISON INCOMING PRESIDENT/CEO 35.00 5.00 X 0 405777 72125 CHRISTINA L CLARK SECRETARY 1.00 39.00 X 0 273374 25709 THOMAS ERTEL TREASURER 1.00 39.00 X 0 404698 47648 MARIE CINI PRESIDENT/CEO THROUGH 4/30/20 40.00 0.00 X 262373 0 7068 DAWNIELLE C LANG SR VP OF PARTNERSHIPS 40.00 0.00 X 155742 0 39255 ELIZABETH DOYLE VICE PRESIDENT PARTNER SER 40.00 0.00 X 149617 0 34456 CHRISTINE CARPENTER VICE PRESIDENT MEMBERSHIP 40.00 0.00 X 145367 0 8709 ELIZABETH BRANDES VICE PRESIDENT MARKETING 40.00 0.00 X 137778 0 19502 SHAWN HULSIZER VICE PRESIDENT PRODUCT LAB 40.00 0.00 X 148109 0 26868 ROBERT SAUTTER FORMER CFO/VICE PRESIDENT OF FINA 40.00 0.00 X 274041 0 11828 1273027 4242468 654093 11 1 1 0 THOMAS P MILLER & ASSOCIATES LLC 1630 N MERIDIAN STREET STE 430 INDIANAPOLIS IN 46202 CONSULTANTS 135500 SUPER HUMANE LLC 4119 DECATUR STREET DENVER CO 80211 IT CONSULTANTS 129725 EXCELENCIA IN EDUCATION 1156 15TH STREET NW WASHINGTON DC 20005 CONSULTANTS 124936 3 139333 874064 1013397 HIGHER EDUCATION 611710 1526472 1526472 CLIENT RELATIONS 900099 1195974 1195974 WORKFORCE AND ECONOMIC DEVELOPMEN 900099 391691 391691 PUBLICATIONS 511130 9181 9181 3123318 40151 40151 52091 0 52091 52091 52091 1001241 927117 74124 74124 74124 4303081 3123318 0 166366 X 555310 40416 487950 26944 2967845 1677246 932640 357959 176850 103339 52863 20648 284207 93360 183027 7820 260923 126944 107745 26234 1544846 1365450 174716 4680 26818 10324 16494 66298 18437 47861 74434 12281 62153 536941 536941 82226 32208 49979 39 60545 53396 5149 2000 20000 20000 287812 211922 75890 1143 1143 OTHER 133024 73607 59417 7079222 3820073 2812825 446324 222620 292842 36996 54868 1011385 606194 1042017 828123 139230 54228 935968 879715 528704 56253 3067570 2251289 351809 6048522 4495606 671304 509875 207022 254449 2000000 2000000 82933 0 2961259 2764324 X 1237325 545726 1849938 1185556 3087263 1731282 6048522 4495606 X -2776141 69468 -249308 1600000 X X 0 1 X 1 0 X 3524468 4937608 1387677 1056092 1013397 11919242 3524468 4937608 1387677 1056092 1013397 11919242 6422472 5496770 218643 198789 75391 122900 92242 707965 19491 29138 3072 13117 64818 12692025 19146909 0.43310 0.49850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40335 40335 40335 40335 40335 40335 40335 40335 40335 40335 0 0 305828 278643 27185 630140 601072 29068 56253 X 5586337 69468 1213788 1283256 4303081 0 4303081 8293010 1213788 1213788 7079222 0 7079222 PART V, LINE 4: THE ENDOWMENT WAS CREATED BY THE BOARD TO MAKE AWARDS TO HONOR INDIVIDUALS WHO HAVE MADE SIGNIFICANT CONTRIBUTIONS IN THE FIELD OF ADULT AND EXPERIENTIAL LEARNING AS SELECTED BY THE BOARD OF TRUSTEES. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF STANDARDS RELATING TO UNCERTAIN TAX POSITIONS. WHEN APPLICABLE, CHANGES IN BENEFITS ARISING FROM CURRENT AND PRIOR TAX POSITIONS TAKEN BY THE ORGANIZATION ARE RECOGNIZED IN THE PERIOD IN WHICH THE CHANGE OCCURS. CHANGES RESULTING FROM SETTLEMENTS WITH TAXING AUTHORITIES ARE RECOGNIZED IN THE PERIOD THAT SETTLEMENT OCCURS. REDUCTIONS IN UNRECOGNIZED TAX BENEFITS AS A RESULT OF A LAPSE OF THE APPLICABLE STATUTE OF LIMITATIONS ARE RECOGNIZED IN THE PERIOD THE STATUTE LAPSES. PROJECTED PENALTIES AND INTEREST RECOGNIZED ON TAX POSITIONS WHERE IT IS REASONABLY POSSIBLE THAT THE ORGANIZATION'S TAX POSITION WILL NOT PREVAIL IN A REVIEW BY TAXING AUTHORITIES IS RECOGNIZED AS PART OF CURRENT PERIOD INCOME TAX EXPENSE. 1 0 1 0 0 0 0 0 0 0 WILLIAM HANSEN TRUSTEE 0 654520 0 446607 0 38710 0 30900 0 39725 0 1210462 0 0 LARRY LUTZ TRUSTEE 0 319861 0 193400 0 30846 0 30900 0 39725 0 614732 0 0 ERIN ROTH TRUSTEE 0 333580 0 149175 0 22999 0 30900 0 44775 0 581429 0 0 THOMAS DAWSON CHAIR 0 327496 0 148180 0 20902 0 30900 0 42475 0 569953 0 0 A SCOTT FLEMING TRUSTEE 0 312246 0 137700 0 22397 0 30900 0 39725 0 542968 0 0 ALEX MORRISON INCOMING PRESIDENT/CEO 0 268361 0 113693 0 23723 0 30900 0 41225 0 477902 0 0 THOMAS ERTEL TREASURER 0 264216 0 115545 0 24937 0 30900 0 16748 0 452346 0 0 CHRISTINA L CLARK SECRETARY 0 208896 0 48191 0 16287 0 25709 0 0 0 299083 0 0 ROBERT SAUTTER FORMER CFO/VICE PRESIDENT OF FINA 76823 0 1500 0 195718 0 5280 0 6548 0 285869 0 0 0 MARIE CINI PRESIDENT/CEO THROUGH 4/30/20 93048 0 1500 0 167825 0 7068 0 0 0 269441 0 0 0 DAWNIELLE C LANG SR VP OF PARTNERSHIPS 133320 0 7306 0 15116 0 10098 0 29157 0 194997 0 0 0 ELIZABETH DOYLE VICE PRESIDENT PARTNER SER 125581 0 0 0 24036 0 9274 0 25182 0 184073 0 0 0 SHAWN HULSIZER VICE PRESIDENT PRODUCT LAB 125126 0 0 0 22983 0 9080 0 17788 0 174977 0 0 0 ELIZABETH BRANDES VICE PRESIDENT MARKETING 118727 0 0 0 19051 0 8335 0 11167 0 157280 0 0 0 CHRISTINE CARPENTER VICE PRESIDENT MEMBERSHIP 127658 0 0 0 17709 0 8545 0 164 0 154076 0 0 0 PART I, LINE 3 STRADA ENDUCATION NETWORK, INC., THE SOLE MEMBER OF COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -WRITTEN EMPLOYMENT CONTRACT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B 4B. ELIGIBLE EMPLOYEES PARTICIPAGE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN UNDER CODE SECTION 457(F). ANY AMOUNTS ULTIMATELY PAID UNDER THE PLAN TO AN ELIGIBLE EMPLOYEE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO PAYMENTS WERE MADE UNDER THE PLAN DURING CALENDAR YEAR 2020. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE COMMITTEES DURING THE TAX YEAR. FORM 990, PART VI, SECTION B, LINE 11B ON SEPTEMBER 30, 2021, THIS ENTITY WAS MERGED OUT OF EXISTENCE INTO STRADA COLLABORATIVE, INC. WHICH DISSOLVED THE EXISTING BOARD. ONCE THE FORM 990 IS PREPARED BY THE COMPANY, WITH ASSISTANCE FROM THE EXTERNAL TAX ACCOUNTING FIRM, THE FORM AND ALL APPLICABLE SCHEDULES ARE PROVIDED TO THE FULL BOARD OF STRADA COLLABORATIVE, INC. IN ADVANCE OF THE FORM BEING FILED WITH THE IRS, ALLOWING TIME FOR REVIEW AND COMMENT BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, A CONFLICT OF INTEREST AND DISCLOSURE QUESTIONNAIRE IS REQUIRED TO BE COMPLETED BY ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THE PURPOSE OF THE QUESTIONNAIRE IS TO SOLICIT INFORMATION ABOUT RELATIONSHIPS THAT MAY CONSTITUTE A POTENTIAL CONFLICT OF INTEREST. EACH MEMBER OF THE BOARD OF TRUSTEES SIGNS AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT DISCLOSES ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS SET FORTH IN THE APPROVED CONFLICT OF INTEREST POLICY FOR TRUSTEES. THE DISCLOSURE STATEMENTS ARE REVIEWED BY THE BOARD OF TRUSTEES. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES OR ANY COMMITTEE, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE CHAIR AND SUCH PERSON SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING THE CONFLICT SHALL LEAVE THE ROOM IN WHICH THE MEETING IS HELD AND NOT PARTICIPATE IN THE FINAL DELIBERATIONS OR DECISIONS REGARDING THE MATTER UNDER CONSIDERATION. A TRUSTEE SHALL ADVISE THE CHAIR IN WRITING OF ANY POTENTIAL CONFLICTS OF INTEREST WHICH ARISE AFTER SIGNING THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT, WHICH RUNS A MARKET ANALYSIS FOR PURPOSES OF DETERMINING PAY AND SETTING BONUS PROGRAMS. THAT INFORMATION IS PROVIDED TO THE BOARD IN SETTING COMPENSATION AND BONUS PLANS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,352,656. MANAGEMENT AND GENERAL EXPENSES 98,469. FUNDRAISING EXPENSES 4,680. TOTAL EXPENSES 1,455,805. OTHERS: PROGRAM SERVICE EXPENSES 12,794. MANAGEMENT AND GENERAL EXPENSES 76,247. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,041. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS FROM AFFILIATE 1,600,000. FORM 990, PART XII, LINE 2C: IN 2020, AN ELECTION WAS MADE TO NO LONGER HAVE A SEPARATE, INDEPENDENT AUDIT FOR CAEL BUT, RATHER, CAEL IS INCLUDED AS PART OF THE CONSOLIDATED AUDIT OF ITS SUPPORTING ORGANIZATION, STRADA EDUCATION NETWORK, INC. STRADA EDUCATION NETWORK INC 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 473044430 PARENT COMPANY IN 501(C)(3) LINE 12B, II N/A 0 DXTERA INSTITUTE INC 2001 PENNSYLVANIA AVE NW STE 1100 WASHINGTON DC 20006 815103331 EDUCATIONAL SUPPORT SERVICES DE 501(C)(3) LINE 10 STRADA EDUCATION NETWORK INC 0 EDUCATION AT WORK INC 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 454035038 STUDENT EMPLOYEE OPPORTUNITIES OH 501(C)(3) LINE 12B, II STRADA EDUCATION NETWORK INC 0 ROADTRIP NATION LTD 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 263889207 STUDENT ROADMAP DE 501(C)(3) LINE 7 STRADA EDUCATION NETWORK INC 0 INSIDE TRACK IMPACT INC 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 843640492 STUDENT COACHING DE 501(C)(3) LINE 10 STRADA EDUCATION NETWORK INC 0 STRADA IDAHO HOLDINGS INC 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 842914431 TITLE HOLDING COMPANY ID 501(C)(2) STRADA EDUCATION NETWORK INC 0 ECONOMIC MODELING LLC PO BOX 9008 MOSCOW ID 83843 271605272 DATA ANALYTICS SERVICES DE N/A 0 0 ROADTRIP PRODUCTIONS LTD 1626 PLACENTIA AVENUE COSTA MESA CA 92627 042615743 EDUCATION OUTREACH DE N/A C 0 INSIDE TRACK INC 121 SW SALMON STREET SUITE 800 PORTLAND OR 972042920 943344975 STUDENT COACHING DE STRADA EDUCATION NETWORK INC C 1.00000 0 STRADA SOLUTIONS 10 WEST MARKET STREET STE 1100 INDIANAPOLIS IN 46206 371897172 HOLDING COMPANY DE STRADA EDUCATION NETWORK INC C 0 ECONOMIC MODELING UK LIMITED 10 SARUM HILL BASINGSTOKE UK DATA ANALYTICS SERVICES UK N/A C 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 STRADA EDUCATION NETWORK C 751600 FMV STRADA EDUCATION NETWORK S 2813788 FMV STRADA SOLUTIONS O -107769 FMV