2020-02-11T18:12:23-07:00 2019-06-30 990 2018-07-01 362167004 CHICAGO HISTORICAL SOCIETY CHIC 3126424600 1601 N Clark Street Chicago IL 60614 Cheryl Obermeyer VP of Finance 3127992120 2020-02-07 64.107.162.131 2018 2020-09-23 17:36:50Z Gary T Johnson 1601 N Clark Street Chicago IL 60614 28238539 0 X www.chicagohistory.org X 1857 IL To share Chicago's stories, serving as a hub of scholarship and learning, inspiration, and civic engagement. 73 73 157 120 507021 0 9814154 8762537 1514612 1416356 2806199 3287715 954785 898512 15089750 14365120 0 0 0 0 7980871 7874094 14700 0 1823761 10081852 11166026 18077423 19040120 -2987673 -4675000 123085091 121638136 64763801 68994096 58321290 52644040 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. 0 0 7501242 0 352624 EDUCATION AND AUDIENCE - CHM engages audiences as collaborators, encouraging them to see themselves in the history of the city. Our exhibitions and programmatic offerings bring Chicago's past to life for families, adults, Museum members, and students. In 2019, nearly 270,000 individuals visited the Museum and participated in our programs, including over 52,000 K-12 students on free school visits. CHM provided professional development to over 600 teachers through workshops and curricular support. The Museum hosts robust public programs, including panel discussions, commemorative day celebrations, film screenings, and public history tours of the many iconic sites and neighborhood treasures of Chicago. Through the Chicago 00 project, CHM offers multi-media digital history experiences that immerse viewers in defining moments of the past using virtual and augmented reality applications of images from our collection. Episodes include the Eastland Disaster, the award-winning St. Valentine's Day Massacre, A Century of Progress, featuring the 1933-34 world's fair, and The 1968 DNC Protests. These experiences allow the Museum to bring its collection and interpretive content to audiences all over the world. CHM served over 13,000 students through the Chicago Metro History Fair, a program that engages 100 schools with an inquiry-based curriculum, resources and events culminating in showcases of student projects. 2019 was the sixth year of the Chicago Hot Dog Fest, which brought a record 34,099 visitors to the Museum to celebrate one of the city's most enduring delicacies. 3573432 0 329782 COLLECTIONS AND RESEARCH - CHM houses a premier collection, estimated at nearly 30 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; a flag by Betsy Ross; and the complete library of Studs Terkel's WFMT interviews. CHM seeks to maximize discover-ability 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 close to 6,000 patrons in 2019. CHM's website introduces nearly half a million annual online visitors to collection holdings and offers access to its Research Center staff, who address research inquiries. The Research Center also hosts scores of History Fair students every season, who visit to conduct research on their selected topics. 2744436 0 994971 EXHIBITIONS - CHM tells Chicago's stories, enabling visitors to explore historical themes and events, as well as to reflect on the city's diverse communities. CHM exhibits photos, videos, artifacts, and interactive displays that work together to 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 2019. They include Remembering Dr. King: 1929-1968; Amplified: Chicago Blues; Modern by Design: Chicago Streamlines America; Silver Screen to Mainstream: American Fashion in the 1930s and 40s; and American Medina: Stories of Muslim Chicago. Several online exhibitions are available on Google Arts and Culture. CHM exhibitions are accompanied by thought-provoking programs and resources, including tours, facilitated discussions, talks with curators, teen residencies, lesson plans, and school field trips. 0 0 0 13819110 1 0 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 80 0 1 157 1 1 1 0 0 0 0 0 0 0 X 73 73 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X Cheryl Obermeyer 3127992120 1601 N Clark Street Chicago IL 60614 James L Alexander Trustee-Chair Emeritus 1.00 0 X 0 0 0 Catherine Arias Trustee 1 0 X 0 0 0 Gregory Besio Trustee 1 0 X 0 0 0 Michelle Bibergal Trustee 1 0 X 0 0 0 Matthew Blakely Trustee 1 0 X 0 0 0 David P Bolger Trustee 1 0 X 0 0 0 Laurence O Booth Trustee 1 0 X 0 0 0 Denise Cade Trustee-Secretary 4 0 X X 0 0 0 Stanley J Calderson Trustee 1 0 X 0 0 0 Paul Carlisle Trustee 1 0 X 0 0 0 Walter C Carlson Trustee-Chair 4 0 X X 0 0 0 Warren K Chapman Trustee 1 0 X 0 0 0 Rita Sola Cook Trustee 1 0 X 0 0 0 Keith Crandall Trustee 1 0 X 0 0 0 John W Croghan Trustee 1 0 X 0 0 0 Patrick F Daly Trustee 1 0 X 0 0 0 Patrick W Dolan Trustee 1 0 X 0 0 0 James P Duff Trustee 1 0 X 0 0 0 Paul H Dykstra Trustee 1 0 X 0 0 0 Michael H Ebner Trustee 1.00 0 X 0 0 0 Gabriel Esteban Trustee 1 0 X 0 0 0 T Bondurant French Trustee 1 0 X 0 0 0 Lafayette J Ford Trustee 1 0 X 0 0 0 Sallie L Gaines Trustee 1.00 0 X 0 0 0 Timothy J Gilfoyle Trustee 1 0 X 0 0 0 Sharon Gist Gilliam Trustee 1 0 X 0 0 0 Gregory L Goldner Trustee 1 0 X 0 0 0 Mary Lou Gorno Trustee-Second Vice Chair 4 0 X X 0 0 0 David A Gupta Trustee 1 0 X 0 0 0 Barbara A Hamel Trustee 1 0 X 0 0 0 M Hill Hammock Trustee 1 0 X 0 0 0 Brad Henderson Trustee 1 0 X 0 0 0 Susan S Higinbotham Trustee 1 0 X 0 0 0 David D Hiller Trustee 1 0 X 0 0 0 Dennis H Holtschneider Trustee 1 0 X 0 0 0 Tobin E Hopkins Trustee-Treasurer 4 0 X X 0 0 0 Henry H Howell Trustee 1 0 X 0 0 0 Phillip W Hummer Trustee 1 0 X 0 0 0 Philip Isom Trustee 1.00 0 X 0 0 0 Daniel S Jaffee Trustee-First Vice Chair 4 X X 0 0 0 Edgar D Jannotta Trustee 1 0 X 0 0 0 Falona Joy Trustee 1 X 0 0 0 Ronald G Kaminski Trustee 1 0 X 0 0 0 Randye A Kogan Trustee 1 0 X 0 0 0 Barbara Kipper Trustee 1 0 X 0 0 0 Judith Konen Trustee 1 0 X 0 0 0 W Paul Krauss Trustee 1 0 X 0 0 0 Fred A Krehbiel Trustee 1 0 X 0 0 0 Michael Kupetis Trustee 1 0 X 0 0 0 Robert C Lee Trustee 1 0 X 0 0 0 Josephine Louis Trustee 1 0 X 0 0 0 R Eden Martin Trustee 1 0 X 0 0 0 Robert Meers Trustee 1 0 X 0 0 0 Josephine Baskin Minow Trustee 1 0 X 0 0 0 Timothy P Moen Trustee 1 0 X 0 0 0 Ralph G Moore Trustee 1 0 X 0 0 0 Michael A Nemeroff Trustee 1 0 X 0 0 0 Kelly Noll Trustee 1 0 X 0 0 0 Potter Palmer Trustee 1 0 X 0 0 0 M Bridget Reidy Trustee 1 0 X 0 0 0 John W Rowe Trustee 1 0 X 0 0 0 Jesse H Ruiz Trustee 1 0 X 0 0 0 Joseph Seliga Trustee 1 0 X 0 0 0 Gordon I Segal Trustee 1.00 0 X 0 0 0 Larry Selander Trustee 1.00 0 X 0 0 0 Paul L Snyder Trustee 1.00 0 X 0 0 0 Samuel J Tinaglia Trustee 1 0.00 X 0 0 0 Mark D Trembacki Trustee 1 0 X 0 0 0 Ali Velshi Trustee 1 0 X 0 0 0 Gail Ward Trustee 1 0 X 0 0 0 Jeffrey W Yingling Trustee 1 0 X 0 0 0 Robert R Yohanan Trustee 1 0 X 0 0 0 Gary T Johnson President 35 0 X 362403 0 11624 Russell L Lewis Executive Vice President 35 0 X 226734 0 8701 Cheryl Obermeyer Vice President of Finance 35 0 X 161420 0 13641 David Deyhle Vice President for External Relations 35 0 X 142617 0 19644 John Russick Vice President for Interpretation & Education 35 0 X 143821 0 5584 Michael Anderson Director Institutional Advancement, Major Gifts 35 0 X 139015 0 5986 Randy Adamsick Director of Institutional Advancement and Major Gifts Officer 35 0 X X 124623 0 10924 1300633 0 76104 11 1 1 0 Securtex 651 W Washington Unit 105LL Chicago IL 60661 Security Services 251335 Kimco 4700 N Oketo Harwood Heights IL 60706 Cleaning Services 204856 Midwest Mechanical 26943 Network Place Chicago IL 60673 HVAC Maintenance & Repairs 158967 Advanced Resources 8057 Solutions Center Chicago IL 60677 Staffing Agency 131921 Halls Rental 6130 Howard Niles IL 60714 Equipment Rental 117012 7 0 592253 707831 0 2271749 5190704 782691 8762537 Admissions and program fees 712110 1298941 1298941 0 0 Rights and reproductions 712110 117415 117415 0 0 0 0 0 0 1416356 921977 921977 0 0 0 0 0 0 0 0 0 0 999303 0 528881 0 470422 0 470422 0 470422 0 14676265 0 12310527 0 2365738 0 2365738 2365738 0 0 216500 707381 171428 45072 0 45072 0 0 0 0 0 0 984580 862583 121997 85398 36599 0 Museum Store 712110 48654 48654 0 0 Collections and other 712110 212367 212367 0 0 0 0 0 0 261021 14365120 5050490 507021 45072 0 0 0 0 0 0 0 0 906718 346245 333558 226915 0 0 0 0 5694115 4498631 666836 528648 172345 136866 20657 14822 727644 556003 137184 34457 373272 279281 66739 27252 0 0 0 0 0 0 0 0 70875 0 70875 0 0 0 0 0 0 0 459158 0 459158 0 1898739 1464107 126688 307944 437352 437352 0 0 493471 288573 21101 183797 73340 55005 14668 3667 0 0 0 0 759388 618611 104507 36270 61628 42123 3134 16371 0 0 0 0 306278 158347 41342 106589 2027943 1520957 405589 101397 0 0 0 0 2022297 1516723 404459 101115 173806 142359 23351 8096 Debt Service 462355 0 462355 0 Exhibit Design 262428 262428 0 0 1656968 1495499 35048 126421 19040120 13819110 3397249 1823761 0 0 3545465 3929924 6625745 6156305 86439 321843 0 0 0 0 2000000 2000000 41740 39679 81416 86253 69044723 44553022 26218238 24491701 58415054 58021829 20852464 21114498 0 0 0 0 5218530 5476104 123085091 121638136 1022953 1193971 0 0 364532 390132 50431330 50359526 0 0 0 0 0 0 0 0 12944986 17050467 64763801 68994096 X 35926017 28637040 9894621 11248774 12500652 12758226 58321290 52644040 123085091 121638136 X -4675000 1251732 0 0 0 -2253982 X 1 X 1 X 1 0 X 6738744 13209257 7608060 8101236 7060983 42718280 1770298 1764493 1776961 1693018 1663279 8668049 0 0 0 0 0 0 8509042 14973750 9385021 9794254 8724262 51386329 51386329 404922 382517 333848 627228 921977 2670492 0 0 0 0 0 0 673587 792282 658451 94129 261021 2479470 56536291 0.90891 0.91018 X Schedule A, Part II, Line 10 Other income is form café services, collection based fees and museum store sales. 0 0 X X X X 0 7767655 0 393234 0 334384 0 7826505 7606855 0 495184 0 334384 0 7767655 7467901 0 473338 0 334384 0 7606855 8636431 -500000 -313131 0 355399 0 7467901 8346188 500000 145642 0 355399 0 8636431 0.85 0.15 0 0 0 0 1 1 0 51779491 29904897 21874594 0 0 0 0 0 17265231 14648125 2617106 0 0 0 0 24491701 0 F 0 F Private equity limited partnerships 5514591 F Hedge funds 12144848 F Real Estate (REIT) 3455059 F 21114498 0 Interest rate swap agreement 17050467 17050467 X 16720586 1251732 0 0 0 1251732 15468854 459158 -1562892 -1103734 14365120 22397836 0 0 0 3816874 3816874 18580962 459158 0 459158 19040120 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 deacessions 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 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 To provide a predictable stream of funding to the programs supported by the endowment while seeking to maintain with the purchasing power of the endowment assets. Schedule D, Part X, Line 2 The Society has received a favorable determination letter from the Internal Revenue Service, stating that the Society is exempt from federal income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code of (IRC) 1986, as amended, except for income taxes pertaining to unrelated business income. The Financial Accounting Standards Board (FASB) issued guidance that requires tax effects from uncertain tax positions to be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. Management has determined there are no material uncertain tax positions that require recognition in the financial statements. Schedule D, Part XI, Line 4b Revenue in annual audited financial statements include gross revenue for gross rents, fundraising events, and sales of inventories. Schedule D, Part XII, Line 2d The annual audit includes changes in value of interest rate swap agreement and split interest agreement. Making History Awards 923881 707381 216500 0 0 0 67094 0 104334 0 0 923881 707381 216500 0 0 0 67094 0 104334 171428 45072 X X X X 0 0 0 0 0 0 0 0 0 Gary T Johnson President 337404 0 25000 0 0 0 10800 0 824 0 374028 0 0 0 Russell L Lewis Executive Vice President 211734 0 15000 0 0 0 8469 0 231 0 235434 0 0 0 Cheryl Obermeyer Vice President of Finance 148920 0 12500 0 0 0 5957 0 7685 0 175062 0 0 0 David Deyhle Vice President for External Relations 132617 0 10000 0 0 0 5305 0 14340 0 162262 0 0 0 A Illinois Finance Authority 861091967 45200Bxs2 2006-02-09 50975000 capital construction 0 0 0 A 0 0 50975000 0 0 0 498494 0 50976506 50975000 0 0 2006 1 0 1 1 A 0 0 0 0 0 0 0 1 0 1 A 1 1 0 0 0 1 X 43 782691 STOCK MARKET PRICE X 67 0 0 1 0 1 0 Schedule M, Part I, Line 33 The organization reports a zero amount on form 990 Part VIII, line G because it does not capitalize or value its collection as allowed under SFAF 116. 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, comparable market salary data. The process is completed with Executive Committee recommendation and approval of the Board of Trustees. Form 990, Part VI, Section C, Line 19 In the organization's annual report on the museum's website, it is noted that the organization's tax filings are available upon request. Form 990, Part XI, Line 9 Change in value of interest rate swap agreement - ($4,105,481) Change in value of split interest agreements -$288,607 Change in net assets from acquisition - $0 Fundraising event and sale of inventory net -$ 1,562,892