2018-10-09T16:05:06-05:00 2017-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2017-01-01 366144362 CHICAGO ARCHITECTURE FOUNDATION CHIC 3129223432 111 EAST WACKER DRIVE NO 1321 CHICAGO IL 60601 LYNN OSMOND PRESIDENT AND CEO 3129223432 2018-09-25 1 LU ANN TRAPP P01506476 3122071040 2018-09-25 69.136.173.86 2018-09-25 15:16:26 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BC3C601473DBFA21F2EC98090FDE5B85B06AE70F 2017 2018-06-14 16:35:46Z X LYNN OSMOND 111 EAST WACKER DRIVE NO 1321 CHICAGO IL 60601 24541356 0 X WWW.ARCHITECTURE.ORG X 1966 IL ADVANCE PUBLIC KNOWLEDGE AND APPRECIATION OF ARCHITECTURE. SEE SCHEDULE O.THE CHICAGO ARCHITECTURE FOUNDATION'S (CAF) MISSION IS TO INSPIRE PEOPLE TO DISCOVER WHY DESIGN MATTERS. CAF ADVANCES PUBLIC INTEREST AND EDUCATION IN ARCHITECTURE AND DESIGN, WHICH THE ORGANIZATION PURSUES THROUGH ARCHITECTURE TOURS, EXHIBITIONS, LECTURES, SPECIAL EVENTS, AS WELL AS ADULT, YOUTH AND FAMILY PROGRAMS. PROGRAMS ENHANCE APPRECIATION OF CHICAGO'S ARCHITECTURAL LEGACY, AND PROMOTE UNDERSTANDING AND ENCOURAGE DIALOGUE ABOUT HOW THE BUILT ENVIRONMENT SHAPES THE CITY'S FUTURE. 36 36 104 600 83469 -47480 2447092 5328290 16165372 16666927 7111 9048 1464579 1387998 20084154 23392263 27113 24631 0 0 4810441 4825649 0 0 1248497 14189943 14631130 19027497 19481410 1056657 3910853 7554849 11553245 543681 630769 7011168 10922476 X THE CHICAGO ARCHITECTURE FOUNDATION'S (CAF) MISSION IS TO INSPIRE PEOPLE TO DISCOVER WHY DESIGN MATTERS. CAF ADVANCES PUBLIC INTEREST AND EDUCATION IN ARCHITECTURE AND RELATED DESIGN. THE ORGANIZATION PURSUES THIS MISSION THROUGH A COMPREHENSIVE PROGRAM OF ARCHITECTURE TOURS, EXHIBITIONS, LECTURES, SPECIAL EVENTS, AND YOUTH EDUCATION PROGRAMS, ALL DESIGNED TO ENHANCE PUBLIC AWARENESS AND APPRECIATION OF CHICAGO'S OUTSTANDING ARCHITECTURAL LEGACY.THE VISIONBECAUSE NO ART OTHER THAN ARCHITECTURE SO VIVIDLY EXPRESSES WHAT CHICAGO IS AND WHERE IT IS GOING, THE CHICAGO ARCHITECTURE FOUNDATION WILL CONTINUE TO EDUCATE THE PUBLIC TO EXPECT THE HIGHEST STANDARDS FROM CHICAGO'S BUILT ENVIRONMENT. 0 0 11081384 15896487 TOURS ARE THE HALLMARK OF THE CHICAGO ARCHITECTURE FOUNDATION, DRAWING422,000 VISITORS FROM ALL OVER THE GLOBE BY OFFERING INSIGHTS INTOCHICAGO'S BUILDINGS, NEIGHBORHOODS, AND ENVIRONMENTS. CAF'S TOURS AREKNOWN FOR THE HIGH QUALITY EXPERIENCE WITH 450 EXTENSIVELY TRAINEDVOLUNTEER DOCENTS. ALL OF CAF'S TOURS ARE CONCEPTUALIZED, RESEARCHED,AND WRITTEN BY DOCENTS, WITH NEW OFFERINGS EACH YEAR. TOURS INCLUDEMORE THAN 80 DISTINCT WALKING, BOAT, BUS, EL AND BICYCLE TOURS AND ARECONDUCTED 363 DAYS OF THE YEAR. 809555 89388 CAF OFFERS EXHIBITIONS AND PUBLIC PROGRAMS ON THE SUBJECT OF ARCHITECTURE AND THE BUILT ENVIRONMENT. IN 2017, MORE THAN 100,000 PEOPLE SAW OUR EXHIBITIONS AND 4,000 PEOPLE ATTENDED PUBLIC PROGRAMS ON SUBJECTS SUCH AS SUSTAINABILITY, PRESERVATION, PLANNING AND DESIGN. OPEN HOUSE CHICAGO WEEKEND ATTRACTED NEW AUDIENCES TO CAF WHO WERE ENTICED BY FREE, BEHIND THE SCENES PUBLIC ACCESS TO OVER 250 UNIQUE LOCATIONS ACROSS 20 CHICAGO NEIGHBORHOODS AND DOWNTOWN. MORE THAN 90,000 PEOPLE ATTENDED. 1276717 433840 THE CAF YOUTH INITIATIVES AND CAF TEEN PROGRAMS PROVIDE PROGRAMMING AND TOURS ON THE SUBJECT OF ARCHITECTURE AND THE BUILT ENVIRONMENT, COVERING "STEM" CURRICULUM SUBJECTS OF SCIENCE, TECHNOLOGY, ENGINEERING, ARTS & MATHEMATICS, FOR K-12 STUDENTS AND TEACHERS. CAF DIRECTLY SERVED NEARLY 45,000 STUDENTS, FAMILY AND TEACHERS THROUGH FIELD TRIPS, WORKSHOPS, COMPETITIONS AND PRESENTATIONS. 2017 WAS THE 35TH YEAR OF THE NEWHOUSE ARCHITECTURE & DESIGN COMPETITION, ENGAGING 23 CHICAGO AREA SCHOOLS AND 523 STUDENTS. IN ADDITION, CAF WORKED WITH 16 ROGERS TEEN FELLOWS. CAF WAS ALSO PLEASED TO BE THE SIGNATURE EDUCATION PARTNER FOR THE CHICAGO ARCHITECTURE BIENNIAL. MORE THAN 14,000 STUDENT AND TEACHERS PARTICIPATED IN THIS THREE-MONTH FESTIVAL. THE THREE YEAR MEET YOUR CITY CIVIC EDUCATION INITIATIVE: NO SMALL PLANS KICKED OFF IN JUNE 2017. ANCHORING THIS EFFORT WAS THE PUBLICATION OF AN ORIGINAL GRAPHIC NOVEL CALLED NO SMALL PLANS. COPIES OF THE BOOK CAN BE FOUND IN EVERY CHICAGO PUBLIC LIBRARY BRANCH, IN DOZENS OF CHICAGO PUBLIC SCHOOLS AND IN 22 YOUTH SERVICES ORGANIZATIONS ACROSS THE CITY. 3005369 24631 1063240 MUSEUM SHOP, MARKETING, MEMBERSHIP AND OTHER PROGRAM SERVICES 3005369 24631 1063240 16173025 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 85 0 1 104 1 1 1 0 0 0 0 1 1 0 0 0 0 X 36 36 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X MATTHEW BIECKER 3129223432 111 EAST WACKER DRIVE SUITE 1321 CHICAGO IL 60601 JOHN C PINTOZZI CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 TOM BREAN SECRETARY 1.00 X X 0 0 0 SANDRA HELTON TREASURER 1.00 X X 0 0 0 GINA BERNDT TRUSTEE 1.00 X 0 0 0 RICK BLAIR TRUSTEE 1.00 X 0 0 0 MMICHELLE BLAISE TRUSTEE 1.00 X 0 0 0 RAMON CEPEDA TRUSTEE 1.00 X 0 0 0 JOAN BURNSTEIN GAND TRUSTEE 1.00 X 0 0 0 GORDON GILL TRUSTEE 1.00 X 0 0 0 JACK GUTHMAN TRUSTEE 1.00 X 0 0 0 LORI T HEALEY TRUSTEE 1.00 X 0 0 0 CARRIE J HIGHTMAN TRUSTEE 1.00 X 0 0 0 JULIE JACOBSON TRUSTEE 1.00 X 0 0 0 WILL JOHNS TRUSTEE 1.00 X 0 0 0 CAMILLE JULMY TRUSTEE 1.00 X 0 0 0 KURT KARNATZ TRUSTEE 1.00 X 0 0 0 BRIAN LEE TRUSTEE 1.00 X 0 0 0 NILA R LEISEROWITZ TRUSTEE 1.00 X 0 0 0 ROBIN LOEWENBERG TEBBE TRUSTEE 1.00 X 0 0 0 JENNY NIEMANN TRUSTEE 1.00 X 0 0 0 CATHERINE ODELBO TRUSTEE 1.00 X 0 0 0 JAMES D PARSONS TRUSTEE 1.00 X 0 0 0 LEE POLLOCK TRUSTEE 1.00 X 0 0 0 JAY PORTER TRUSTEE 1.00 X 0 0 0 SCOTT RENWICK TRUSTEE 1.00 X 0 0 0 JOHN W RUTLEDGE TRUSTEE 1.00 X 0 0 0 JILL TANZ TRUSTEE 1.00 X 0 0 0 ANN THOMPSON TRUSTEE 1.00 X 0 0 0 MICHAEL A TOOLIS TRUSTEE 1.00 X 0 0 0 MARCY TWETE TRUSTEE 1.00 X 0 0 0 TED YI TRUSTEE 1.00 X 0 0 0 HENRY H KUEHN LIFE TRUSTEE 1.00 X 0 0 0 RYAN BIZIOREK EX-OFFICIO MEMBER 1.00 X 0 0 0 ANTHONY LOBELLO EX-OFFICIO MEMBER 1.00 X 0 0 0 CONSTANCE RAJALA EX-OFFICIO MEMBER 1.00 X 0 0 0 ELLEN SHUBART EX-OFFICIO MEMBER 1.00 X 0 0 0 LYNN J OSMOND PRESIDENT/CEO 40.00 X 399013 0 20471 MATTHEW BIECKER CFO 40.00 X 182445 0 12520 MICHAEL MALAK VP OF OPERATIONS 40.00 X 179429 0 4721 PATRICIA LARA GARZA DIRECTOR OF CORPORATE AND INSTITUTIONAL RELATIONS 40.00 X 114518 0 9631 GABRIELLE LYON VP OF EDUCATION 40.00 X 144356 0 10811 LYNNE NIEMAN VP OF DEVELOPMENT 40.00 X 146725 0 10905 SONIA SOTO DIRECTOR OF IT 40.00 X 111266 0 9548 1277752 0 78607 7 0 1 0 LOCAL PROJECTS 300 PARK BOULEVARD SUITE 100 ITASCA IL 60143 EXHIBITION 154829 1 944221 99000 175600 4109469 11560 5328290 TOUR SALES 900099 15896487 15896487 PROGRAM FEES 900099 770440 770440 16666927 9061 9061 6038 6038 5409 0 5409 5409 5409 105456 105469 -13 -13 -13 693866 99000 220794 473072 473072 1722327 822830 899497 816028 83469 OPERATING- MISCELLANEOUS REVENUE 900099 3982 3982 3982 23392263 17482955 83469 497549 24631 24631 798600 184150 614450 3337999 2256701 484172 597126 112402 112402 250474 469775 -335747 116446 326174 326174 39616 39616 445980 232306 105697 107977 601139 595639 5500 32832 7514 24610 708 269394 85748 183646 33401 33401 889827 763064 67927 58836 279508 125801 37633 116074 74629 49237 19285 6107 343069 104405 238664 74985 74985 PROGRAM TRANSPORTATION 10124233 10124233 PRINTING/PHOTOCOPYING 295882 284093 965 10824 CATERING 178044 137329 1656 39059 PROGRAM SERVICES 75634 75634 872957 619364 63753 189840 19481410 16173025 2059888 1248497 2985383 4661790 961885 1036762 1011065 3028606 99459 182578 524860 298306 230013 189031 2262861 870037 946678 1392824 74808 0 720698 763348 7554849 11553245 456492 556324 80504 72047 6685 2398 543681 630769 X 4744148 5958833 2223885 4913008 43135 50635 7011168 10922476 7554849 11553245 3910853 455 0 X 0 1 X 1 0 X 2428849 2269157 2350985 2447092 5328289 14824372 2428849 2269157 2350985 2447092 5328289 14824372 2025905 12798467 36781 29828 19418 24533 20508 131068 10000 2185 3976 16161 14971601 71981769 0.85480 0.93560 X 759473 X 0 443881 36641 4068 484590 383836 56048 3997 443881 322481 60886 469 383836 272313 47722 2446 322481 265049 9100 -1836 272313 0.88760 0.10450 0.00790 0 0 520429 296931 223498 504515 430592 73923 1237917 142514 1095403 1392824 SECURITY DEPOSITS 3875 COLLECTION ITEMS (CHICAGO MODEL CITY) 759473 763348 DEFERRED RENT 2398 2398 X 24639845 455 329976 937805 1268236 23371609 20654 20654 23392263 20717283 329976 951182 1281158 19436125 45285 45285 19481410 PART III, LINE 4: CAF CREATED A LARGE SCALE DETAILED ACCURATE MODEL OF THE CITY OF CHICAGO IN ORDER TO EDUCATE THE PUBLIC ON CHICAGO ARCHITECTURE, PLANNING AND BUILT ENVIRONMENT. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED TO FURTHER THE MISSION OF THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION'S APPLICATION OF GAAP REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES THE FOUNDATION HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS, INCLUDING ANY POTENTIAL RISK OF LOSS OF ITS NOT-FOR-PROFIT TAX STATUS. THE FOUNDATION WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE REPORTED BY ASSOCIATION OF ARCHITECTURE ORGANIZATIONS 114,975. COST OF GOODS SOLD 822,830. PART XI, LINE 4B - OTHER ADJUSTMENTS: PLEDGES RECEIVABLE WRITTEN OFF 20,654. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 822,830. EXPENSES REPORTED BY ASSOCIATION OF ARCHITECTURE ORGANIZATIONS 128,352. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION TO ASSOCIATION OF ARCHITECTURE ORGANIZATIONS 24,631. PLEDGES RECEIVABLE WRITTEN OFF 20,654. ANNUAL GALA 792866 99000 693866 220794 792866 99000 693866 220794 220794 473072 1 THE ASSOCIATION OF ARCHITECTURE ORGANIZATIONS (AAO) 224 SOUTH MICHIGAN AVE CHICAGO IL 60604 452174550 501(C)(3) 24631 COST OFFICE SPACE, TELEPHONE, COMPUTER, AND ADMIN SUPPORT GENERAL SUPPORT 1 PART I, LINE 2: CAF PROVIDES GENERAL NON-CASH SUPPORT AND SERVICES TO AN AFFILIATED ORGANIZATION WITH A SIMILAR MISSION. SINCE ALL SUPPORT IS NON-CASH SUPPORT CONTROLLED BY CAF, THE ORGANIZATION IS NOT REQUIRED TO SUBSTANTIATE THEIR USE OF THIS SUPPORT. X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 LYNN J OSMOND PRESIDENT/CEO 344013 0 55000 0 0 0 10600 0 9871 0 419484 0 0 0 MATTHEW BIECKER CFO 167445 0 15000 0 0 0 7500 0 5020 0 194965 0 0 0 MICHAEL MALAK VP OF OPERATIONS 164429 0 15000 0 0 0 0 0 4721 0 184150 0 0 0 GABRIELLE LYON VP OF EDUCATION 144356 0 0 0 0 0 5906 0 4905 0 155167 0 0 0 LYNNE NIEMAN VP OF DEVELOPMENT 146725 0 0 0 0 0 6000 0 4905 0 157630 0 0 0 PART I, LINE 1A THE CHICAGO ARCHITECTURE FOUNDATION PAYS FOR THE CEO'S MONTHLY DUES TO THE UNIVERSITY CLUB, WHICH IS A MEMBERSHIP ORGANIZATION THAT IS USED FOR BUSINESS MEETINGS, LUNCHES FOR PROSPECTIVE DONORS, AND EVENTS ON THE BEHALF OF CAF. PART I, LINE 7 THE CEO RECEIVED A DISCRETIONARY BONUS THAT WAS APPROVED BY THE COMPENSATION COMMITTEE AND THE CFO AND VP OF BUSINESS OPERATIONS RECEIVED A BONUS THAT WAS APPROVED BY THE CEO. FORM 990, PART VI, SECTION A, LINE 7A THE DOCENT COUNCIL, A LARGE VOLUNTEER BODY OF THE ORGANIZATION, ELECTS TWO DOCENTS TO BE VOTING TRUSTEES EX-OFFICIO. THE AUXILIARY BOARD ELECTS THEIR PRESIDENT WHO ALSO SERVES AS A VOTING TRUSTEE EX-OFFICIO. 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. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM PRIOR TO FILING. A MEETING IS SCHEDULED FOR THE CPA FIRM AND ORGANIZATIONS MANAGEMENT TO DISCUSS THE FORM 990 WITH THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, TRUSTEES 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 AND MONITORED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS ON AN ANNUAL BASIS THE COMPENSATION OF THE CEO. PERIODICALLY, AN INDEPENDENT COMPENSATION CONSULTANT IS HIRED TO EVALUATE THE COMPENSATION OF TOP MANAGEMENT. THE CEO HAS AN EMPLOYMENT AGREEMENT WHICH IS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IN WHICH COMPENSATION IS EVALUATED ANNUALLY BASED ON PERFORMANCE AND SPECIFIC GOALS OUTLINED IN THE PRIOR FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENT AGENCIES AND UPON REQUEST; THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.