2016-01-11T15:19:30-06:00 2015-06-30 351509921 SWARTZ RETSON & CO PC 235 E 86TH AVENUE MERRILLVILLE IN 46410 990 2014-07-01 132890752 COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING COUN 3124992600 55 EAST MONROE NO 2710 CHICAGO IL 60603 GLORIA WAGNER CFO 3124492600 2016-01-11 1 RUTH BEST P00163310 2197693616 2014 2016-04-25 22:37:26Z GLORIA WAGNER 55 EAST MONROE CHICAGO IL 60603 13355217 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. 29 29 78 19 0 0 5289906 5017471 5004635 5636565 158602 1378083 174782 110196 10627925 12142315 0 0 0 0 4795483 5652470 82756 36859 36859 4733477 4968908 9611716 10658237 1016209 1484078 13338957 15757096 880722 2081935 12458235 13675161 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 1546127 749733 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. 2100852 2139594 EMPLOYER SERVICES: ASSISTS EMPLOYERS AND JOINT LABOR-MANAGEMENT ENTITIES TO CREATE LEARNING AND CAREER ADVISING PROJECTS FOR BOTH THE ACTIVE AND DOWNSIZED WORKFORCE. 1869313 427692 INNOVATION AND POLICY: CREATES INNOVATIVE PROGRAMS AND POLICIES THAT BRING TOGETHER HIGHER EDUCATION, THE PUBLIC SECTOR, PHILANTHROPY, AND THE PRIVATE SECTOR TO SUPPORT ACCESS AND SUCCESS FOR ADULTS AS THEY PURSUE QUALITY LEARNING OPPORTUNITIES AND CAREER PATHS. 2394770 2429742 HIGHER EDUCATION: ASSISTS EDUCATIONAL INSTITUTIONS TO PROVIDE ADULTS WITH MEANINGFUL, RELEVANT, AND QUALITY LEARNING EXPERIENCES.ADDITIONALLY, THE ORGANIZATION PROVIDES RESEARCH, FACILITATION AND PLANNING ASSISTANCE TO PUBLIC SECTOR AND HEALTHCARE ORGANIZATIONS DEVELOPING EDUCATION AND TRAINING INITIATIVES. 2394770 2429742 7911062 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 80 0 1 78 1 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 IL X GLORIA WAGNER CFO 3124992688 55 EAST MONROE SUITE 2710 CHICAGO IL 60603 DENNIS DOWDELL TRUSTEE 1.00 X 0 0 0 ALAN DAVIS TRUSTEE 1.00 X 0 0 0 RICH PATTENAUDE TRUSTEE 1.00 X 0 0 0 DANA MOHLER-FARIA TRUSTEE 1.00 X 0 0 0 REY GARCIA TRUSTEE 1.00 X 0 0 0 CAROLE COWAN TRUSTEE 1.00 X 0 0 0 ANTHONY BEEBE TRUSTEE 1.00 X 0 0 0 JOHN COLBORN TRUSTEE 1.00 X 0 0 0 JOHN CAVANAUGH TRUSTEE 1.00 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 SHIRLEY PIPPINS 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 TRUSTEE 1.00 X 0 0 0 JACK WARNER TRUSTEE 1.00 X 0 0 0 MICHAEL D'AMBROSE TRUSTEE 1.00 X 0 0 0 BRUCE LESLIE TREASURER 1.00 X X 0 0 0 BARBARA MURPHY SECRETARY 1.00 X X 0 0 0 CHINA GORMAN PAST CHAIR 1.00 X X 0 0 0 PAUL LEBLANC CHAIR 1.00 X X 0 0 0 DORSEY KENDRICK TRUSTEE 1.00 X 0 0 0 ERIC WINEGARDER TRUSTEE 1.00 X 0 0 0 ARTHUR F KIRK JR VICE CHAIR 1.00 X X 0 0 0 TOM BALANOFF TRUSTEE 1.00 X 0 0 0 JILL WAKEFIELD TRUSTEE 1.00 X 0 0 0 CHARLES MIDDLETON TRUSTEE 1.00 X 0 0 0 PAMELA TATE CEO 40.00 X 372584 0 20640 GLORIA WAGNER CFO 40.00 X 136646 0 14780 SCOTT CAMPBELL VP OF HIGHER EDUCATION 40.00 X 151812 0 7992 GABI ZOLLA COO 40.00 X 148538 0 33371 JOEL SIMON VP OF WORKFORCE & ECONOMIC DEVELOPMENT 40.00 X 143278 0 17703 AMY SHERMAN ASSOC VP - POLICY AND STRA 40.00 X 120819 0 14158 DIANA BAMFORD-REES ASSOC VP OF MEMBER SERVICE 40.00 X 117063 0 13023 JO WINGER DE RONDON VP OF PRODUCT DEVELOPMENT 32.00 X 113242 0 25913 1303982 0 147580 14 0 1 0 BLUE MODUS 1201 8TH STREET SUITE 240 DENVER CO 80202 COMPUTER CONSULTANTS 313631 MALENKE BARNHART 2351 SOUTH MARION STREET DENVER CO 80210 WEBMARKETING CONSULTANTS 184640 NEXT STREET 184 DUDLEY STREET SUITE 200 ROXBURY MA 02119 STRATEGIC CONSULTANTS 169554 INSALA LIMITED 2005 NE GREEN OAKS BLVD SUITE 110 ARLINGTON TX 76006 COMPUTER CONSULTANTS 100222 4 5017471 5017471 CONTRACT REVENUE & CONSULTING 611710 4930566 4930566 CONFERENCE REGISTRATION FEES 611710 273673 273673 MEMBERSHIP DUES 900099 265520 265520 OTHER PROGRAM FEES 900099 137335 137335 PUBLICATIONS 511130 29471 29471 5636565 169447 169447 1548716 872822 1212902 0 335814 872822 1208636 1208636 OTHER INCOME 900099 110196 110196 110196 12142315 5746761 0 1378083 X 723513 400067 323446 4007426 3352585 654841 145267 123874 21393 420085 341749 78336 356179 283682 72497 7161 3650 3511 62800 62800 90000 90000 36859 36859 1382324 1234789 147535 284291 166478 117813 307269 153408 153861 467043 1125 465918 630969 546511 84458 469809 433089 36720 485 485 327816 238489 89327 84768 1392 83376 OUTREACH 596605 531561 65044 OTHER 257568 98613 158955 10658237 7911062 2710316 36859 550219 1700558 981950 449471 1046998 1566600 1996766 1507834 98627 146715 1900333 1106782 833934 793551 7830463 8719545 0 872822 13338957 15757096 487102 617056 169768 320268 23414 1004759 200438 139852 880722 2081935 X 8847309 8978384 3610926 4696777 12458235 13675161 13338957 15757096 1484078 -267170 18 0 X X 0 1 X 1 0 X 5743228 4847748 2404834 5289906 5017471 23303187 5743228 4847748 2404834 5289906 5017471 23303187 11015208 12287979 286905 137359 114447 124355 169447 832513 62591 46248 97731 197474 110196 514240 24649940 21546241 0.49850 0.47250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90000 90000 10568237 10658237 682912 170728 0 0 586712 622575 630586 682912 2522785 3784178 55585 60000 30000 90000 235585 146678 155644 157647 170728 630697 946046 39040 37 39077 38994 46 39040 38936 58 38994 38878 58 38936 38830 48 38878 1.00000 0 0 251546 119350 132196 1648787 987432 661355 793551 ESCROW RECEIVABLE 872822 872822 PAYABLE UNDER AGENCY AGREEMENT 139852 139852 X 11877105 -267170 1960 -265210 12142315 0 12142315 10660197 1960 1960 10658237 0 10658237 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 X X X X 1 LAPA FUNDRAISING 601 KAPPOCK STREET SUITE 5G RIVERDALE NY 10463 CREATION OF INDIVIDUAL DONOR CAMPAIGN 0 21710 35100 -13390 21710 35100 -13390 IL NY SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS FOR PROFESSIONAL SERVICES WERE $35,100. OTHER EXPENSES WERE BILLED SEPARATELY IN THE AMOUNT OF $1,759 AND REPRESENTED REIMBURSEMENT FOR TRAVEL AND INCIDENTAL EXPENSES. PART 1, LINE 2B, COLUMN (III) ANY FUNDS RAISED AS A RESULT OF THE EFFORTS OF THE FUNDRAISER WERE RECEIVED DIRECTLY BY COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 PAMELA TATE CEO 372584 0 0 0 0 0 12750 0 7890 0 393224 0 0 0 GLORIA WAGNER CFO 136646 0 0 0 0 0 7090 0 7690 0 151426 0 0 0 SCOTT CAMPBELL VP OF HIGHER EDUCATION 151812 0 0 0 0 0 0 0 7992 0 159804 0 0 0 GABI ZOLLA COO 148538 0 0 0 0 0 8700 0 24671 0 181909 0 0 0 JOEL SIMON VP OF WORKFORCE & ECONOMIC DEVELOPME 143278 0 0 0 0 0 7513 0 10190 0 160981 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 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 NOT 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 11 THE ORGANIZATION'S CFO & DIRECTOR OF FINANCE/CONTROLLER, & COO REVIEW THE FORM 990 PRIOR TO FILING. THEN SENT TO FINANCE COMMITTEE OF 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 IX, LINE 11G TRAINERS, ADVISORS, TEMPS: PROGRAM SERVICE EXPENSES 1,234,789. MANAGEMENT AND GENERAL EXPENSES 147,535. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,382,324. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE AUDIT OVERSIGHT OR INDEPENDENT ACCOUNTANT SELECTION PROCESSES FROM THE PRIOR YEAR.