2017-12-21T11:42:07-06:00 2017-06-30 MILLER COOPER & CO LTD 1751 Lake Cook Road Suite 400 Deerfield IL 60015 990 2016-07-01 363310774 Access Living of Metropolitan Chicago % NEIL ANDERSON ACCE 3126402100 115 W Chicago Avenue Chicago IL 60654 NEIL ANDERSON Officer 3126402100 2017-11-15 true Hamilton Kwon P01322443 8472055000 38.104.98.2 15866820173555000000 2017-12-21 P C05A2893BCEFD04C9D481DD2CFFDD73A3C301DAD FE08BFC86B72864DE8344702E0554DDDDDB5C881 2016 2018-03-14 21:41:22Z Neil Anderson 115 W Chicago Avenue Chicago IL 60654 10242778 false X www.accessliving.org X 1987 IL SEE FIRST STATEMENT ON SCHEDULE O 24 23 88 30 0 6808135 8715579 0 0 77886 200383 -28357 162733 6857664 9078695 0 0 0 0 4505925 4178376 0 0 502354 1637212 1502481 6143137 5680857 714527 3397838 17437644 20789313 469144 294345 16968500 20494968 X THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND BENEVOLENT PURPOSES TO ASSIST DISABLED PERSONS, TO EDUCATE THE PUBLIC ABOUT THE NEEDS AND ABIILTIES OF DISABLED PERSONS AND TO GENERALLY PROVIDE SERVICES AND PROGRAMS TO AND FOR DISABLED PERSONS. true false 1244933 LONG-TERM CARE TEAM - PROVIDES TRAINING AND REFERRAL FOR PERSONAL ASSISTANTS, ASSISTS PEOPLE INTERESTED IN MOVING OUT OF NURSING HOMES, AND ADVOCATES FOR HEALTHCARE POLICY THAT WOULD BENEFIT PEOPLE WITH DISABILITIES. 916439 HOUSING AND COMMUNITY SUPPORT TEAM - ASSISTS PEOPLE WITH DISABILITIES TO FIND AFFORDABLE, ACCESSIBLE, INTEGRATED HOUSING. THE TEAM ALSO HELPS PEOPLE OBTAIN SUPPORT (SUCH AS ASSISTIVE TECHNOLOGY) AND DEVELOP THE SKILLS (SUCH AS FINANCIAL LITERACY) THEY NEED TO LIVE INDEPENDENTLY. 783189 COMMUNITY ORGANIZING AND POLICY TEAM - CONDUCTS ACTIVITIES TO ENGAGE PEOPLE WITH DISABILITIES IN THE WORK THAT THE AGENCY DOES AROUND ISSUES IMPORTANT TO PEOPLE WITH DISABILITIES IN CHICAGO, INCLUDING HOUSING, EMPLOYMENT, EDUCATION, HEALTHCARE, AND TRANSPORTATION. THE TEAM ALSO CONDUCTS POLICY ANALYSIS IN ORDER TO UNDERSTAND AND IMPACT LEGISLATION, LAWS AND POLICIES THAT IMPACT PEOPLE WITH DISABILITIES IN CHICAGO. THE AGENCY'S POLICY ANALYSIS WORK FOCUSES ON HOUSING, EDUCATION, HEALTHCARE, EMPLOYMENT AND COMMUNITY INTEGRATION. 1888340 4832901 true true false true false false false true false true true false false false true true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false true 45 0 true 88 true false false false false false true true false false false false X 24 23 false false false false true true false true true false false true true true true true true true true false IL X NEIL ANDERSON 3126402100 115 W CHICAGO AVENUE CHICAGO IL 60654 NORMA BORCHERDING DIRECTOR 1.0 0.0 X 0 0 0 MARCA BRISTO President & CEO 40.0 0.0 X X 224558 0 7481 ANDRES GALLEGOS Director 1.0 0.0 X 0 0 0 John Schmidt Director 1.0 0.0 X 0 0 0 WILL HAFFNER BOARD DEVELOPMENT CHAIR 1.0 0.0 X 0 0 0 NEIL HARTIGAN DIRECTOR 1.0 0.0 X 0 0 0 TUYET LE DIRECTOR 1.0 0.0 X 0 0 0 KRISTI KIRSCHNER DIRECTOR 1.0 0.0 X 0 0 0 Mark Owen DIRECTOR 1.0 0.0 X 0 0 0 SHAWNELLE RICHIE DIRECTOR 1.0 0.0 X 0 0 0 BRAD MARKHAM Treasurer 1.0 0.0 X 0 0 0 MAURY FANTUS DIRECTOR 1.0 0.0 X 0 0 0 KEVIN FRITZ DIRECTOR 1.0 0.0 X 0 0 0 KRISTIN WEAVER RESOURCE DEVLEOPMENT CHAIR 1.0 0.0 X 0 0 0 CLIFF WEBER DIRECTOR 1.0 0.0 X 0 0 0 DOUG DOBMEYER DIRECTOR 1.0 0.0 X 0 0 0 ALICE PALMER Secretary 1.0 0.0 X 0 0 0 KAREN McCULLOH DIRECTOR 1.0 0.0 X 0 0 0 GARY PRESCOTT DIRECTOR 1.0 0.0 X 0 0 0 ELLIOT ROTH DIRECTOR 1.0 0.0 X 0 0 0 Kent Klaus Director 1.0 0.0 X 0 0 0 Felicia Rauls Director 1.0 0.0 X 0 0 0 Emily Harris Director 1.0 0.0 X 0 0 0 Kurt Schulenburg Director 1.0 0.0 X 0 0 0 DAISY FEIDT VICE PRESIDENT 40.0 0.0 X 128144 0 1758 Gerald Rauman Former CFO 40.0 0.0 X 112575 0 6018 Miriam Alschuler DIRECTOR of Development 40.0 0.0 X 101171 0 5557 KENNETH WALDEN Attorney 40.0 0.0 X 115451 0 3023 681899 0 23837 5 false true false 0 118216 840672 2574994 5181697 8715579 0 140154 136507 0 0 0 0 0 1086559 1026330 60229 60229 60229 77194 840672 137753 -60559 -60559 0 0 0 0 0 0 SERVICE FEES 900099 70233 70233 MISCELLANEOUS REVENUE 900099 58446 58446 BAD DEBT RECOVERY 900099 94613 94613 223292 9078695 164846 194623 0 0 0 0 699687 661204 38483 0 2564664 2177621 139599 247444 0 644608 569393 29854 45361 269417 242170 6233 21014 0 13373 2598 10775 0 0 0 0 0 289036 146953 40004 102079 17163 13171 44 3948 97343 73245 5055 19043 0 0 85614 75606 3972 6036 105348 88008 12614 4726 0 46710 23742 21916 1052 0 0 402652 356069 18490 28093 36582 32306 1697 2579 SPECIFIC PROGRAM EXPENSES 36237 35689 452 96 EQUIPMENT RENTAL EXPENSES 145414 128417 6747 10250 TELEPHONE 49527 41875 4312 3340 INTERPRETIVE & PERSONAL ASSIST 41136 37346 2117 1673 136346 127488 3238 5620 5680857 4832901 345602 502354 X 0 0 1993231 2806586 1707588 3875843 0 0 0 0 0 0 0 0 0 0 4977 4442 12812506 5032101 8142755 7780405 5422339 6141755 0 0 0 0 0 0 166754 180282 17437644 20789313 93396 81133 0 0 5199 5175 0 0 0 0 0 0 0 0 0 0 370549 208037 469144 294345 X 13571253 14659324 3397247 5835644 0 0 16968500 20494968 17437644 20789313 3397838 128630 X false true true true true X 4893466 4845951 6273140 6808135 8715579 31536271 0 0 4893466 4845951 6273140 6808135 8715579 31536271 4788937 26747334 598 56982 90733 129269 140154 417736 0 103735 25023 55557 51028 128679 364022 32318029 0.82763 0.89442 X SCHEDULE A, PART II - EXCESS CONTRIBUTIONS TOTAL LESS 2% OF EXCESS CONTRIBUTION LINE 11(F) CONTRIBUTION AMOUNT BEATRICE MAYER 1,170,690. 646,361. 524,329. ANONYMOUS 4,329,371. 646,361. 3,683,010. CROWN FAMILY PHILANTHROPIES 1,227,959. 646,361. 581,598. TOTAL 6,728,020. 4,788,937. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 31188 false true 34808 65996 false PART II-B, LINE 1, LOBBYING ACTIVITIES: $34,808 WAS SPENT IN TAX YEAR 2016 TO INFLUENCE LEGISLATION THROUGH GRASSROOTS LOBBYING/ADVOCACY BY DEVELOPING PUBLIC COMMENTARY AND TESTIMONY REGARDING THE FOLLOWING ISSUES AND GOVERNMENTAL AGENCIES: 1. ADVOCATING FOR ACCESS TO HOMECARE FOR PEOPLE WITH DISABLITIES WITH THE ILLINOIS LEGISLATURE 2. ADVOCATING FOR UNIVERSAL HEALTHCARE 3. ADVOCATING FOR THE ELIMINATION OF SEGREGATED HOUSING FOR PEOPLE WITH DISABILITIES 4. ADVOCATING FOR EQUAL EDUCATION FOR PEOPLE WITH DISABILITIES IN THE CHICAGO PUBLIC SCHOOL SYSTEM. $31,188 WAS SPENT IN TAX YEAR 2016 TO INFLUENCE LEGISLATION THROUGH DIRECT LOBBYING/ADVOCACY BY LOBBYING FOR A STATE BUDGET TO BE APPROVED WITH SUFFICIENT FUNDING FOR SOCIAL SERVICE ORGANIZATIONS. X false 2002720 47500 119503 95000 2074723 2089612 55000 5108 147000 2002720 2179841 -6229 84000 2089612 1848200 60000 271641 2179841 1778121 0 150079 80000 1848200 1.00000 false false 251353 251353 11320213 3899185 7421028 96376 40926 55450 1144564 1091990 52574 7780405 0 ACCRUED COMPENSATION 208037 208037 9250465 128630 137753 266383 8984082 94613 94613 9078695 5723997 137753 137753 5586244 94613 94613 5680857 PART III, LINE 1A: WORKS OF ART ARE MAINTAINED BY THE ORGANIZATION TO PROMOTE DISABILITY ART, CULTURE, AND HISTORY. PART III, LINE 4: ART COLLECTION IS USED TO PROMOTE DISABILITY ART, CULTURE, AND HISTORY BY SHOWCASING THE CHICAGO DISABILITY HISTORY EXHIBIT AT THE AGENCY'S HEADQUARTERS. PART V, LINE 4: BOARD DESIGNATED ENDOWMENT WAS ESTABLISHED TO SUPPORT MAINTENANCE OF THE BUILDING AND A RESERVE FOR EXTRAORDINARY OPERATING EVENTS. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE AGENCY, AND HAS CONCLUDED THAT AS OF JUNE 30, 2017 AND 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE AGENCY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO FISCAL YEAR 2014. Part XI, Line 2D - Other Adjustments Direct events expense $137,753 Part XII, Line 2D - Other Adjustments Direct events expense $137,753 Part XII, Line 4b - Other Adjustments Reclasiffication of Bad Debt Recovery to Income on Form 990, Part VIII, Line 11c $94,613. Part XI, Line 4b - Other Adjustments Reclasiffication of Bad Debt Recovery to Income on Form 990, Part VIII, Line 11c $94,613. Gala 908222 840672 67550 120543 RWC 9064 9064 16175 1 580 580 1035 917866 840672 77194 137753 137753 -60559 X X X X false false false false false false false false false MARCA BRISTO President & CEO 224558 0 0 7481 0 232039 0 FORM 990, PART I, LINE 1 - DESCRIPTION OF ORGANIZATION'S MISSION: THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND BENEVOLENT PURPOSES TO ASSIST DISABLED PERSONS, TO EDUCATE THE PUBLIC ABOUT THE NEEDS AND ABIILTIES OF DISABLED PERSONS AND TO GENERALLY PROVIDE SERVICES AND PROGRAMS TO AND FOR DISABLED PERSONS. FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICES: CIVIL RIGHTS TEAM - USES PUBLIC EDUCATION, NEGOTIATION, AND LITIGATION TO ADDRESS DISABILITY-BASED DISCRIMINATION AND ENFORCES THE CIVIL RIGHTS OF PEOPLE BY HANDLING CASES THAT WILL HAVE THE GREATEST IMPACT ON THE BROADER DISABILITY COMMUNITY; AND CONDUCTS A FAIR HOUSING INITIATIVE THAT ENFORCES THE FAIR HOUSING ACT FOR PEOPLE WITH DISABILITIES. EXPENSES $658,875. INCLUDING GRANTS OF $0. REVENUE $0. ART TEAM - IN 2007, THE AGENCY DEVELOPED AN ARTS & CULTURE INITIATIVE IN RESPONSE TO A NEWLY EMERGING DISABILITY CULTURE. THE INITIATIVE PROMOTES DISABILITY ART, CULTURE, AND HISTORY THROUGH A PERMANENT COLLECTION OF ART BY PROFESSIONAL ARTISTS WITH DISABILITIES, SHOWCASING THE CHICAGO DISABILITY HISTORY EXHIBIT AT THE AGENCY'S HEADQUARTERS, HOSTING PERFORMING ARTS EVENTS THAT INTEGRATE PEOPLE WITH DISABILITIES AND EDUCATIONAL SESSIONS ON TOPICS RELATED TO DISABILITY ART, CULTURE, AND HISTORY. EXPENSES $91,947. INCLUDING GRANTS OF $0. REVENUE $0. OMBUDSMAN TEAM - IN 2014, THE AGENCY DEVELOPED AN OMBUDSMAN TEAM. THE OMBUDSMAN PROGRAM ASSISTS SENIORS AND PEOPLE WITH DISABILITIES WHO HAVE DISCREPANCIES WITH THEIR MANAGED CARE AND HOME SERVICES. OMBUDSMEN INVESTIGATE AND RESOLVE COMPLAINTS IN AN EFFORT TO EMPOWER BENEFICIARIES AND SUPPORT THEIR ENGAGEMENT IN RESOLVING PROBLEMS THEY HAVE WITH THEIR HEALTH CARE, BEHAVIORAL SUPPORT, AND LONG-TERM SERVICES. OMBUDSMEN ALSO ASSIST CONSUMERS IN OBTAINING AND UNDERSTANDING INFORMATION ABOUT THE BENEFITS AND SERVICES TO WHICH THEY ARE ENTITLED, AND TO COUNSEL INDIVIDUALS WHO HAVE GRIEVANCES, COMPLAINTS AND QUESTIONS ON WAIVER AND STATE AND FERALLY-FUNDED INSURANCE PROGRAMS. EXPENSES $398,734. INCLUDING GRANTS OF $0. REVENUE $0. YOUTH INSTITUTE - In 2015, the agency developed a youth institute program. The program is a compelling new initiative that strengthens and expands the Agency's youth-specific programming that comes at a crucial point in an individual's path toward independent living. The Youth Institute's programs include mentoring, self-empowerment, education policy and transition services. The Agency's mentoring program concentrates on disability awareness and empowerment. The Agency partners youth with disabilities with adult mentors who also have a disability or disability connection. A pivotal program of the Youth Institute is READY: Realizing Education and Advancement for Disabled Youth. Geared toward high school students, the READY program prepares young people with disabilities for future transition, whether that transition means going on to higher education or entering the job market. EXPENSES $738,784. INCLUDING GRANTS OF $0. REVENUE $0. FORM 990, PART VI, SECTION A, LINE 6 - MEMBERSHIP INFORMATION: ACCESS LIVING OF METROPOLITAN CHICAGO IS A MEMBERSHIP ORGANIZATION. MEMBERS CAN JOIN BY PAYING A $25 FEE. MEMBERS VOTE ANNUALLY TO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A - APPOINTMENT OF MEMBERS: SEE EXPLANATION ABOVE FOR FORM 990, PART VI, SECTION A, LINE 6. FORM 990, PART VI, SECTION B, LINE 11 REVIEW OF FORM 990 BY BOARD MEMBERS: A DRAFT OF FORM 990 IS PROVIDED TO THE AGENCY AND IS REVIEWED IN DETAIL FOR COMPLETENESS AND ACCURACY BY THE CHIEF FINANCIAL OFFICER, CHAIRMAN OF FINANCE COMMITTEE, AND BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY: EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT AFFIRMING THEY HAVE NO CONFLICTS OF INTEREST WITH THE AGENCY AND ANY MATTERS ARISING IN THE FUTURE WILL BE DISCLOSED APPROPRIATELY. THESE SIGNED STATEMENTS ARE KEPT ON FILE BY THE AGENCY. FORM 990, PART VI, SECTION B, LINE 15 - DETERMINING COMPENSATION: A WAGE ANALYSIS IS DONE BY AN OUTSIDE CONSULTING FIRM EVERY THREE YEARS WHICH INCORPORATES OTHER COMPENSATIONS OF THOSE IN SIMILAR ORGANIZATIONS AND POSITION. ALSO, INCREASES AND DECREASES IN COMPENSATION MUST BE APPROVED BY THE EXECUTIVE COMMITTEE, OF WHICH THE CEO/PRESIDENT IS NOT A MEMBER. COMPENSATION FOR OTHER MANAGEMENT AND KEY EMPLOYEES IS ALSO DETERMINED BY A WAGE ANALYSIS DONE BY AN OUTSIDE FIRM, WHICH IS DONE EVERY THREE YEARS FOR THESE EMPLOYEES. ANY INCREASES OR DECREASES ARE APPROVED DIRECTLY BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19- STATEMENTS AVAILABLE TO THE PUBLIC: THE AGENCY MAKES GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C - OVERSIGHT OF THE AUDIT PROCESS: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.