COUNCIL FOR ADULT AND EXPERIENTIAL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COUNCIL FOR ADULT AND EXPERIENTIAL (EIN 13-2890752)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-15
- IRS object ID
- 201723199349302672
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T08:22:44-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351509921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Swartz Retson & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 E 86th Avenue | AddressLine1Txt |
| City | Merrillville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132890752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Council for Adult and Experiential | BusinessNameLine1Txt |
| Business Name Line2 | Learning | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUN | BusinessNameControlTxt |
| Phone | 3124992600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 East Monroe No 2710 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela Tate | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3124492600 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard A Young | PreparerPersonNm |
| PTIN | P00367526 | PTIN |
| Phone | 2197693616 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.145.162.213 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 14:11:08 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 72ED527D8EFFC1D93CEE6E8F9596E4FA2157AAB5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Pamela Tate | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST MONROE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,314,779 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CAEL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,436,960 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,524,468 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,698,663 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,473,983 | CYProgramServiceRevenueAmt |
| PY Investment Income | $401,708 | PYInvestmentIncomeAmt |
| CY Investment Income | $488,595 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,291 | PYOtherRevenueAmt |
| CY Other Revenue | $19,491 | CYOtherRevenueAmt |
| PY Total Revenue | $8,557,622 | PYTotalRevenueAmt |
| CY Total Revenue | $8,506,537 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,480,900 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,689,760 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,935,461 | PYOtherExpensesAmt |
| CY Other Expenses | $4,776,135 | CYOtherExpensesAmt |
| PY Total Expenses | $11,416,361 | PYTotalExpensesAmt |
| CY Total Expenses | $11,465,895 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,858,739 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,959,358 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,439,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,320,710 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,980,367 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,385,901 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,459,036 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,934,809 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,193,174 | ExpenseAmt |
| Revenue | $1,555,046 | RevenueAmt |
| Desc | Client Relations: Assists Employers and joint labor - management entities to create learningand career advising projects for both the active and downsized workforce. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,843,288 | ExpenseAmt |
| Revenue | $1,231,345 | RevenueAmt |
| Desc | HIGHER EDUCATION: ASSISTS EDUCATIONAL INSTITUTIONS TO PROVIDE ADULTS WITH MEANINGFUL, RELEVANT, AND QUALITY LEARNING EXPERIENCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,658,369 | ExpenseAmt |
| Revenue | $1,010,783 | RevenueAmt |
| Desc | Workforce & Economic Development: PROVIDES RESEARCH, FACILITATION AND PLANNING ASSISTANCE TO PUBLIC SECTOR AND HEALTHCARE ORGANIZATIONS DEVELOPING EDUCATION AND TRAINING INITIATIVES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,402,837 | ExpenseAmt |
| Revenue | $696,300 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,402,837 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $696,300 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,097,668 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 75 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert A Sautter | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124992638 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST MONROE SUITE 2710 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALAN DAVIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICH PATTENAUDE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN COLBORN | ||||||||
| trEASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN CAVANAUGH | ||||||||
| vICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STEVE MIRANDA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM MCKINNEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMO KIPPEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL WRIGHT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FELICE NUDELMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELSA NUNEZ | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS BUSTAMANTE | ||||||||
| Chair | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BRUCE LESLIE | ||||||||
| trusTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC WINEGARDnER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR F KIRK JR | ||||||||
| Past Chair | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM BALANOFF | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeanne Beliveau-Dunn | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary-Beth Cooper | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Johnson | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Teresa Lubbers | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Annette Parker | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Brenna Preisser | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| michael D'ausilio | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| kathi hiyane-brown | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| christine johnson | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| case mcgee | ||||||||
| trusTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| melissa strait | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| alisa white | ||||||||
| trustEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| anthony beebe | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| rey garcia | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jill Wakefield | ||||||||
| truSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| deborah ford | ||||||||
| secretary | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA TATE | ||||||||
| CEO | 40.00 | $398,044 | $0 | $18,823 | Yes (X) | |||
| GLORIA WAGNER | ||||||||
| CFO | 30.00 | $113,608 | $0 | $16,333 | Yes (X) | |||
| Robert Sautter | ||||||||
| Director of Finance/Contro | 40.00 | $125,764 | $0 | $14,954 | Yes (X) | |||
| scott campbell | ||||||||
| VP OF HIGHER EDUCATION | 40.00 | $164,137 | $0 | $16,781 | Yes (X) | |||
| GABI ZOLLA | ||||||||
| COO | 40.00 | $193,258 | $0 | $33,942 | Yes (X) | |||
| JOEL SIMON | ||||||||
| VP of workforce & economic | 40.00 | $152,838 | $0 | $18,271 | Yes (X) | |||
| AMY SHERMAN | ||||||||
| VP of Alliances | 40.00 | $128,686 | $0 | $19,042 | Yes (X) | |||
| lynn schroeder | ||||||||
| vp of client relations | 40.00 | $145,810 | $0 | $12,445 | Yes (X) | |||
| jo winger de rondon | ||||||||
| VP of Development | 32.00 | $114,419 | $0 | $31,271 | Yes (X) | |||
| susan kannel | ||||||||
| associate vp for client re | 40.00 | $124,494 | $0 | $21,072 | Yes (X) | |||
| beth doyle | ||||||||
| associate vp of marketing | 40.00 | $125,770 | $0 | $19,636 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,786,828 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $222,570 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Super Humane LLC | |||||
| 4119 Decatur St | Denver | CO | 80211 | IT Services | $978,371 |
| behavioral idea lab inc | |||||
| 80 broad street 30th floor | new york | NY | 10004 | IT Consultants | $150,000 |
| marketheed | |||||
| 2008 Live Oak Ct | Antioch | CA | 94509 | marketing consultants | $118,188 |
| Swartz Retson & CO PC | |||||
| 235 E 86th Ave | Merrillville | IN | 46410 | auditing | $107,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,524,468 | AllOtherContributionsAmt |
| Total Contributions | $3,524,468 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT REVENUE & CONSULTING | 611710 | $3,892,956 | $3,892,956 |
| MEMBERSHIP DUES | 900099 | $293,001 | $293,001 |
| CONFERENCE REGISTRATION FEES | 611710 | $210,282 | $210,282 |
| OTHER PROGRAM FEES | 900099 | $67,602 | $67,602 |
| PUBLICATIONS | 511130 | $10,142 | $10,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,473,983 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,643 | TotalRevenueColumnAmt |
| Exclusion | $218,643 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,078,194 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,808,242 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $269,952 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $269,952 | TotalRevenueColumnAmt |
| Exclusion | $269,952 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $19,491 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,491 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,491 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,506,537 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,493,474 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $488,595 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,476,103 | TotalAmt |
| Program Services | $659,798 | ProgramServicesAmt |
| Management And General | $816,305 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,256,862 | TotalAmt |
| Program Services | $3,625,447 | ProgramServicesAmt |
| Management And General | $631,415 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,781 | TotalAmt |
| Program Services | $147,975 | ProgramServicesAmt |
| Management And General | $22,806 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,293 | TotalAmt |
| Program Services | $312,420 | ProgramServicesAmt |
| Management And General | $65,873 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,721 | TotalAmt |
| Program Services | $308,005 | ProgramServicesAmt |
| Management And General | $99,716 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,121 | TotalAmt |
| Management And General | $23,121 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,297 | TotalAmt |
| Management And General | $68,297 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,000 | TotalAmt |
| Management And General | $35,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,474 | TotalAmt |
| Program Services | $918,399 | ProgramServicesAmt |
| Management And General | $122,075 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,382 | TotalAmt |
| Program Services | $52,561 | ProgramServicesAmt |
| Management And General | $98,821 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,046 | TotalAmt |
| Program Services | $285,990 | ProgramServicesAmt |
| Management And General | $217,056 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,127 | TotalAmt |
| Program Services | $754 | ProgramServicesAmt |
| Management And General | $478,373 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,339 | TotalAmt |
| Program Services | $466,527 | ProgramServicesAmt |
| Management And General | $103,812 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,284 | TotalAmt |
| Program Services | $364,143 | ProgramServicesAmt |
| Management And General | $29,141 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,611 | TotalAmt |
| Management And General | $40,611 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,913 | TotalAmt |
| Program Services | $519,356 | ProgramServicesAmt |
| Management And General | $131,557 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,431 | TotalAmt |
| Program Services | $1,166 | ProgramServicesAmt |
| Management And General | $81,265 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OUTREACH | $401,338 | $311,379 | $89,959 |
| other | $336,772 | $123,748 | $213,024 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,465,895 | TotalAmt |
| Program Services | $8,097,668 | ProgramServicesAmt |
| Management And General | $3,368,227 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,159,085 | BOYAmt |
| EOY | $905,383 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,662 | BOYAmt |
| EOY | $65,936 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976,541 | BOYAmt |
| EOY | $1,277,327 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,929 | BOYAmt |
| EOY | $850,505 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,280 | BOYAmt |
| EOY | $310,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,602,414 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,022,805 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,503 | BOYAmt |
| EOY | $1,579,609 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,111,403 | BOYAmt |
| EOY | $8,331,746 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,439,403 | BOYAmt |
| EOY | $13,320,710 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,288 | BOYAmt |
| EOY | $843,916 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,875 | BOYAmt |
| EOY | $501,937 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $4,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,204 | BOYAmt |
| EOY | $40,048 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,980,367 | BOYAmt |
| EOY | $5,385,901 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,851,617 | BOYAmt |
| EOY | $5,850,206 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,607,419 | BOYAmt |
| EOY | $2,084,603 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,459,036 | BOYAmt |
| EOY | $7,934,809 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,439,403 | BOYAmt |
| EOY | $13,320,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,959,358 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $435,131 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,404,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,289,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,017,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,436,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,524,468 | CurrentTaxYearAmt |
| Total | $18,673,639 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,404,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,289,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,017,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,436,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,524,468 | CurrentTaxYearAmt |
| Total | $18,673,639 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,632,708 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,040,931 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $197,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $218,643 | CurrentTaxYearAmt |
| Total | $824,887 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $197,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $110,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,291 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,491 | CurrentTaxYearAmt |
| Total | $445,183 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,943,709 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $25,127,307 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,430,895 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,465,895 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $723,295 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $180,824 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $630,586 | CurrentYearMinus3Amt |
| Current Year Minus2 | $682,912 | CurrentYearMinus2Amt |
| Current Year Minus1 | $720,818 | CurrentYearMinus1Amt |
| Current Year | $723,295 | CurrentYearAmt |
| Total | $2,757,611 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,136,417 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $30,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $90,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $60,000 | CurrentYearMinus1Amt |
| Current Year | $35,000 | CurrentYearAmt |
| Total | $215,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $157,647 | CurrentYearMinus3Amt |
| Current Year Minus2 | $170,728 | CurrentYearMinus2Amt |
| Current Year Minus1 | $180,205 | CurrentYearMinus1Amt |
| Current Year | $180,824 | CurrentYearAmt |
| Total | $689,404 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,034,106 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,335 | BeginningYearBalanceAmt |
| End Year Balance | $40,335 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,077 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,258 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $40,335 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,040 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $37 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $39,077 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,994 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $46 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $39,040 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,936 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $58 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $38,994 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $323,292 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,985 | DepreciationAmt |
| Book Value | $192,307 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,279,122 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,891,820 | DepreciationAmt |
| Book Value | $1,387,302 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,579,609 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payable under agency agreement | Desc |
| Amt | $40,048 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $40,048 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,941,668 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $435,131 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $435,131 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,506,537 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,506,537 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,465,895 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,465,895 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,465,895 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAMELA TATE | ||||||||||||||
| CEO | $398,044 | $0 | $0 | $0 | $0 | $0 | $13,250 | $0 | $5,573 | $0 | $416,867 | $0 | $0 | $0 |
| scott campbell | ||||||||||||||
| VP OF HIGHER EDUCATION | $164,137 | $0 | $0 | $0 | $0 | $0 | $8,236 | $0 | $8,545 | $0 | $180,918 | $0 | $0 | $0 |
| GABI ZOLLA | ||||||||||||||
| COO | $193,258 | $0 | $0 | $0 | $0 | $0 | $10,514 | $0 | $23,428 | $0 | $227,200 | $0 | $0 | $0 |
| JOEL SIMON | ||||||||||||||
| VP of workforce & economic | $152,838 | $0 | $0 | $0 | $0 | $0 | $7,948 | $0 | $10,323 | $0 | $171,109 | $0 | $0 | $0 |
| lynn schroeder | ||||||||||||||
| vp of client relations | $145,810 | $0 | $0 | $0 | $0 | $0 | $7,237 | $0 | $5,208 | $0 | $158,255 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT UPGRADES TO FIRST CLASS 25 - 30% OF THE TIME, FOR WHICH THE ORGANIZATION PAYS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 VP of Finance, 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 | THE BOARD SHALL APPOINT A COMPENSATION AND CONFLICTS COMMITTEE, CONSISTING OF NOT LESS THAN THREE PERSONS, TO ADDRESS TRANSACTIONS AND DISQUALIFIED PERSONS. THE COMPENSATION AND CONFLICTS COMMITTEE SHALL REVIEW TRANSACTIONS WITH DISQUALIFIED PERSONS. THE COMPENSATION AND CONFLICTS COMMITTEE SHALL CONSIDER AND BE AUTHORIZED TO HIRE A DISINTERESTED THIRD PARTY TO REVIEW THE TRANSACTION FOR DETERMINATION OF WHETHER IT CONSTITUTES AN EXCESS BENEFIT TRANSACTION. THE COMPENSATION AND CONFLICTS COMMITTEE SHALL IDENTIFY ON AN ANNUAL BASIS A LIST OF DISQUALIFIED PERSONS, AND OBTAIN THEIR ACKNOWLEDGEMENT OF THE INTERMEDIATE SANCTIONS POLICY. ALL DISINTERESTED PERSONS SHALL INFORM CAEL IF THEY HAVE A FINANCIAL INTEREST IN A TRANSACTION WITH CAEL. THE BOARD AND/OR THE COMPENSATION AND CONFLICTS COMMITTEE SHALL OBTAIN AND RELY UPON APPROPRIATE DATA AS TO THE COMPARABILITY OF THE TRANSACTION WITH UNRELATED PARTIES. THE MINUTES OF THE BOARD MEETINGS AND ALL COMMITTEES SHALL INCLUDE THE ADEQUATELY DOCUMENTED BASIS FOR DETERMINATION WITH RESPECT TO ANY TRANSACTION AND A "ROLL CALL" RECORD OF ANY VOTE TAKEN. DURING THE FISCAL YEAR REPORTED HEREIN, THE ORGANIZATION USED AN INDEPENDENT THIRD PARTY TO OBTAIN COMPARABILITY DATA AS PREVIOUSLY MENTIONED TO ASSIST IN DETERMINING COMPENSATION FOR THE CEO. THE RESULTS WERE REVIEWED BY THE COMPENSATION AND CONFLICTS COMMITTEE AND DOCUMENTED IN MINUTES. |
| Form 990, Part VI, Section C, line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES HAVE BEEN MADE TO THE AUDIT OVERSIGHT OR INDEPENDENT ACCOUNTANT SELECTION PROCESSES FROM THE PRIOR YEAR. |
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