2019-05-03T09:59:16-05:00 2018-06-30 351509921 SWARTZ RETSON & CO PC 235 E 86TH AVENUE MERRILLVILLE IN 46410 990 2017-07-01 132890752 COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING COUN 3124992600 55 EAST MONROE NO 2710 CHICAGO IL 60603 MARIE CINI PRESIDENT 3124492600 2019-05-01 1 RICHARD A YOUNG P00367526 2197693616 75.145.162.213 2019-05-01 10:56:18 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 72ED527D8EFFC1D93CEE6E8F9596E4FA2157AAB5 2017 2019-02-21 02:37:17Z MARIE CINI 55 EAST MONROE CHICAGO IL 60603 16050617 0 X WWW.CAEL.ORG X 1979 IL 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. 9 3 70 9 0 10666 3524468 4937608 4473983 4912726 488595 797350 19491 29138 8506537 10676822 0 0 0 0 6689760 6003965 0 0 0 4776135 4787122 11465895 10791087 -2959358 -114265 13320710 12978977 5385901 3262210 7934809 9716767 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 3054576 1441187 CLIENT RELATIONS: ASSISTS EMPLOYERS AND JOINT LABOR - MANAGEMENT ENTITIES TO CREATE LEARNINGAND CAREER ADVISING PROJECTS FOR BOTH THE ACTIVE AND DOWNSIZED WORKFORCE. 1859031 1699140 HIGHER EDUCATION: ASSISTS EDUCATIONAL INSTITUTIONS TO PROVIDE ADULTS WITH MEANINGFUL, RELEVANT, AND QUALITY LEARNING EXPERIENCES. 1624164 1129807 WORKFORCE & ECONOMIC DEVELOPMENT: PROVIDES RESEARCH, FACILITATION AND PLANNING ASSISTANCE TO PUBLIC SECTOR AND HEALTHCARE ORGANIZATIONS DEVELOPING EDUCATION AND TRAINING INITIATIVES. 854825 671730 LEARNING COUNTS: A DIRECT SERVICE TO ADULT LEARNERS, THE ORGANIZATION OPERATES A NATIONAL, ON-LINE SERVICE TO ASSESS ADULTS' LEARNING FROM LIFE AND WORK EXPERIENCE FOR POTENTIAL COLLEGE CREDIT. 854825 671730 7392596 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 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 60 0 1 70 1 1 1 0 0 0 0 0 0 0 0 0 X 9 3 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 IL X ROBERT A SAUTTER 3124992638 55 EAST MONROE SUITE 2710 CHICAGO IL 60603 ALAN DAVIS TRUSTEE 1.00 X 0 0 0 RICH PATTENAUDE TRUSTEE 1.00 X 0 0 0 JOHN COLBORN TREASURER 1.00 X X 0 0 0 JOHN CAVANAUGH VICE CHAIR 1.00 X X 0 0 0 STEVE MIRANDA TRUSTEE 1.00 X 0 0 0 WILLIAM MCKINNEY TRUSTEE 1.00 X 0 0 0 KIMO KIPPEN TRUSTEE 1.00 X 0 0 0 MICHAEL WRIGHT TRUSTEE 1.00 X 0 0 0 FELICE NUDELMAN TRUSTEE 1.00 X 0 0 0 ELSA NUNEZ TRUSTEE 1.00 X 0 0 0 CHRIS BUSTAMANTE CHAIR 1.00 X X 0 0 0 BRUCE LESLIE TRUSTEE 1.00 X 0 0 0 ERIC WINEGARDNER TRUSTEE 1.00 X 0 0 0 ARTHUR F KIRK JR PAST CHAIR 1.00 X 0 0 0 TOM BALANOFF TRUSTEE 1.00 X 0 0 0 JEANNE BELIVEAU-DUNN TRUSTEE 1.00 X 0 0 0 MARY-BETH COOPER TRUSTEE 1.00 X 0 0 0 MICHAEL JOHNSON TRUSTEE 1.00 X 0 0 0 TERESA LUBBERS TRUSTEE 1.00 X 0 0 0 ANNETTE PARKER TRUSTEE 1.00 X 0 0 0 BRENNA PREISSER TRUSTEE 1.00 X 0 0 0 MICHAEL D'AUSILIO TRUSTEE 1.00 X 0 0 0 KATHI HIYANE-BROWN TRUSTEE 1.00 X 0 0 0 CHRISTINE JOHNSON TRUSTEE 1.00 X 0 0 0 CASE MCGEE TRUSTEE 1.00 X 0 0 0 MELISSA STRAIT TRUSTEE 1.00 X 0 0 0 ALISA WHITE TRUSTEE 1.00 X 0 0 0 DEBORAH FORD SECRETARY 1.00 X 0 0 0 CAROL D'AMICO TRUSTEE 1.00 40.00 X 0 288382 55663 THOMAS DAWSON TRUSTEE 1.00 40.00 X 0 271055 66764 WILLIAM HANSEN TRUSTEE 1.00 40.00 X 0 620258 103664 LARRY LUTZ TRUSTEE 1.00 40.00 X 0 276450 71564 MATTHEW MURPHY III TRUSTEE 1.00 40.00 X 0 74733 0 PAMELA TATE CEO 40.00 X 461868 0 19603 ROBERT SAUTTER CFO/VICE PRESIDENT OF FINANCE 40.00 X 131743 0 16074 SCOTT CAMPBELL VP OF HIGHER EDUCATION 40.00 X 159212 0 17467 JOEL SIMON EXECUTIVE VICE PRESIDENT 40.00 X 161467 0 19582 GABI ZOLLA COO 40.00 X 135932 0 31226 AMY SHERMAN VP OF STRATEGIC ALLIANCES 40.00 X 129762 0 16875 LYNN SCHROEDER VP OF CLIENT RELATIONS 40.00 X 149655 0 13371 JO WINGER DE RONDON VP OF DEVELOPMENT 32.00 X 130173 0 25815 JENNIFER GROH ASSOC VICE PRESIDENT, HIGHER EDUCATION 40.00 X 138609 0 15762 1598421 1530878 473430 14 0 1 0 SUPER HUMANE LLC 4119 DECATUR ST DENVER CO 80211 IT SERVICES 683358 HOTEL DEL CORONADO 1500 ORANGE AVE CORONADO CA 92118 HOTEL 214813 COOLEY LLP 101 CALIFORNIA ST 5TH FLR SAN FRANCISCO CA 941115800 LEGAL SERVICES 137211 WAIDENT TECHNOLOGY SOLUTIONS 526 CRESCENT BLVD STE 300 GLEN ELLYN IL 60137 IT SERVICES 125989 4 4937608 4937608 CONTRACT REVENUE & CONSULTING 611710 4348642 4348642 MEMBERSHIP DUES 900099 295422 295422 CONFERENCE REGISTRATION FEES 611710 256920 256920 PUBLICATIONS 511130 11742 11742 4912726 198789 198789 5972356 5373795 598561 598561 598561 OTHER INCOME 900099 29138 29138 29138 10676822 4941864 0 797350 1066848 693451 373397 4057462 3124010 933452 171510 133145 38365 348898 263103 85795 359247 268173 91074 200942 200942 69709 69709 881239 713462 167777 152033 48794 103239 851861 614065 237796 477496 -423 477919 497174 411137 86037 417366 392881 24485 70630 70630 659319 529125 130194 91862 1166 90696 OTHER 261499 92150 169349 OUTREACH 155992 108357 47635 10791087 7392596 3398491 0 905383 376818 65936 26285 1277327 2418205 850505 692075 0 800000 310204 276338 4001427 2624179 1579609 1377248 8331746 7012008 13320710 12978977 843916 731730 501937 496432 4000000 2000000 40048 34048 5385901 3262210 X 5850206 5641472 2084603 4075295 7934809 9716767 13320710 12978977 X -114265 -151066 -103843 2151132 X X 0 1 X 1 0 X 5289906 5017471 2436960 3524468 4937608 21206413 5289906 5017471 2436960 3524468 4937608 21206413 9940081 11266332 124355 169447 197995 218643 198789 909229 197474 110196 20291 19491 29138 376590 22492232 25726572 0.50090 0.55360 X 682912 720818 723295 2127025 3190538 90000 60000 35000 185000 170728 180205 180824 531757 797636 40335 40335 40335 40335 39077 1258 40335 39040 37 39077 38994 46 39040 1.00000 0 0 305828 161186 144642 3695599 2462993 1232606 1377248 PAYABLE UNDER AGENCY AGREEMENT 34048 34048 X 10525756 -151066 -151066 10676822 0 10676822 10894930 103843 103843 10791087 0 10791087 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. MANAGEMENT BELIEVES THAT THE CURRENT AND THREE PRIOR TAX PERIODS REMAIN SUBJECT TO EXAMINATION BY TAXING JURISDICTIONS. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 CAROL D'AMICO TRUSTEE 0 288382 0 0 0 0 0 43784 0 11879 0 344045 0 0 THOMAS DAWSON TRUSTEE 0 271055 0 0 0 0 0 34684 0 32080 0 337819 0 0 WILLIAM HANSEN TRUSTEE 0 620258 0 0 0 0 0 74184 0 29480 0 723922 0 0 LARRY LUTZ TRUSTEE 0 276450 0 0 0 0 0 42084 0 29480 0 348014 0 0 PAMELA TATE CEO 461868 0 0 0 0 0 13250 0 6353 0 481471 0 0 0 SCOTT CAMPBELL VP OF HIGHER EDUCATION 159212 0 0 0 0 0 8318 0 9149 0 176679 0 0 0 JOEL SIMON EXECUTIVE VICE PRESIDENT 161467 0 0 0 0 0 8579 0 11003 0 181049 0 0 0 GABI ZOLLA COO 135932 0 0 0 0 0 7979 0 23247 0 167158 0 0 0 LYNN SCHROEDER VP OF CLIENT RELATIONS 149655 0 0 0 0 0 7483 0 5888 0 163026 0 0 0 JO WINGER DE RONDON VP OF DEVELOPMENT 130173 0 0 0 0 0 7186 0 18629 0 155988 0 0 0 JENNIFER GROH ASSOC VICE PRESIDENT, HIGHER EDUCATI 138609 0 0 0 0 0 6570 0 9192 0 154371 0 0 0 PART I, LINE 1A THE PRESIDENT UPGRADES TO FIRST CLASS 25 - 30% OF THE TIME, FOR WHICH THE ORGANIZATION PAYS. FORM 990, PART VI, SECTION A, LINE 4 NEW BY-LAWS DUE TO NEW AFFLIATION WITH STRADA EDUCATION NETWORK, INC. FORM 990, PART VI, SECTION A, LINE 8B THE CAEL BOARD OF TRUSTEES MEETS SEMI-ANNUALLY AND BOARD MINUTES ARE COMPILED. THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES MEET QUARTERLY. MINUTES ARE TAKEN. HOWEVER, ANY RECOMMENDATIONS FROM THE FINANCE COMMITTEE THAT REQUIRE BOARD ACTION ARE SENT TO ALL BOARD MEMBERS FOR FEEDBACK AND A VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S CFO, EXECUTIVE VP, AND PRESIDENT REVIEW THE FORM 990 PRIOR TO FILING. THEN SENT TO FINANCE COMMITTEE OF BOARD AND PRESENTED TO THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT REVIEWS ARE DONE FOR PRESIDENT AND OTHERS. PARENT COMPANY, STRADA EDUCATION NETWORK, INC, HELPED TO ESTABLISH NEW PRESIDENT COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF NEW ASSETS FROM AFFILIATE 2,151,132. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE AUDIT OVERSIGHT OR INDEPENDENT ACCOUNTANT SELECTION PROCESSES FROM THE PRIOR YEAR. STRADA EDUCATION NETWORK INC 10 WEST MARKET STREET SUITE 1100 INDIANAPOLIS IN 46204 473044430 OVERSIGHT OF US STUDENT AID POLICIES, PROGRAMS, AND ACTIVITIES IN 501(C)(3) 0 DXTERA INSTITUTE INC 1825 K STREET NW STE 1203 WASHINGTON DC 20006 815103331 EDUCATIONAL SUPPORT SERVICES DE 501(C)(3) LINE 10 STRADA EDUCATION NETWORK INC 1 EDUCATION AT WORK INC 2300 WALL ST STE R CINCINNATI OH 45212 454035038 STUDENT EMPLOYEE OPPORTUNITIES OH 501(C)(3) LINE 12B, II STRADA EDUCATION NETWORK INC 1 ROADTRIP NATION LTD 1626 PLACENTIA AVE COSTA MESA CA 92627 263889207 STUDENT ROADMAP DE 501(C)(3) LINE 7 STRADA EDUCATION NETWORK INC 1 ROADTRIP PRODUCTIONS LTD 1626 PLACENTIA AVENUE COSTA MESA CA 92627 042615743 EDUCATION OUTREACH DE N/A C 1 INSIDE TRACK INC 121 SW SALMON STREET SUITE PORTLAND OR 972042920 943344975 STUDENT COACHING DE N/A C 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STRADA EDUCATION NETWORK C 1079000 FMV