2016-04-08T15:00:11-05:00 2015-06-30 990 2014-07-01 362593545 Erikson Institute ERIK 3127552250 451 North LaSalle Street Chicago IL 606544510 Patricia Lawson VP for Finance and Operations & CFO 2016-02-10 2014 2016-08-17 19:52:53Z Patricia Lawson 451 North LaSalle Street Chicago IL 606544510 36554840 false X www.erikson.edu X 1966 IL Erikson Institute is the premier independent institution of higher education committed to ensuring that all children have equitable opportunities to reach their potential. 35 33 234 200 0 0 10798417 11082538 5229376 5924361 4278664 2877020 57679 87883 20364136 19971802 960591 1134470 0 0 10964630 11870225 0 36000 748164 7393354 7360446 19318575 20401141 1045561 -429339 84589114 83240147 38515420 39692995 46073694 43547152 Erikson Institute is the premier independent institution of higher education committed to ensuring that all children have equitable opportunities to reach their potential. Recognized for our groundbreaking work in the field of early childhood, we uniquely prepare child development, education, and social work leaders to improve the lives of young children and their families. Our impact and influence is further amplified through our innovative academic programs, applied research, knowledge creation and distribution, direct service, and field-wide advocacy. Because nothing matters more than a child's early years, Erikson Institute educates, inspires, and provides leadership to serve the needs of children and families so that all can achieve optimal education, social, emotional, and physical well-being. false false 8301471 1134470 4009621 ERIKSON INSTITUTE: ERIKSON INSTITUTE PROVIDES GRADUATE LEVEL EDUCATION AND TRAINING IN CHILD DEVELOPMENT, SOCIAL WORK AND EARLY CHILDHOOD EDUCATION. APPROXIMATELY 270 STUDENTS ARE ENROLLED IN ERIKSON'S GRADUATE CERTIFICATE, MASTER'S DEGREE AND DOCTORAL DEGREE PROGRAMS. 65 MASTER'S DEGREE STUDENTS AND 3 DOCTORAL STUDENTS GRADUATED IN MAY 2015. IN ADDITION TO ITS DEGREE AND CERTIFICATE PROGRAMS, ERIKSON HELPS FURTHER THE EDUCATION OF 2,000 WORKING PROFESSIONALS EACH YEAR THROUGH ITS CONTINUING EDUCATION COURSES, WORKSHOPS, WEBINARS, AND CUSTOMIZED ON-SITE STAFF DEVELOPMENT. 1883293 THE EARLY CHILDHOOD PROJECT (DCFS): THE EARLY CHILDHOOD PROJECT, A COLLABORATIVE EFFORT BETWEEN ERIKSON INSTITUTE AND THE DEPARTMENT OF CHILDREN AND FAMILY SERVICES, WAS IMPLEMENTED TO SERVE AND MEET THE NEEDS OF YOUNG CHILDREN WHO ARE IN FOSTER CARE OR ARE BEING CLOSELY MONITORED BY THE CHILD WELFARE SYSTEM. TWENTY EARLY CHILDHOOD SPECIALISTS BASED AT ERIKSON WORK STATEWIDE TO DETERMINE WHAT SERVICES ARE NEEDED TO ADDRESS THE DEVELOPMENTAL CONCERNS OF CHILDREN AGES BIRTH THROUGH FIVE, WHO HAVE HAD ADVERSE EXPERIENCES AND ARE AT GREATER RISK FOR DEVELOPMENTAL DELAYS. ADDITIONALLY, ERIKSON FACULTY PROVIDES EXPERTISE AND COUNSEL TO THE PROJECT AS WELL AS OPPORTUNITIES FOR OUR STUDENTS THROUGH THEIR PRACTICUMS. THROUGH THIS PROJECT, ERIKSON STAFF ADMINISTERS DEVELOPMENTAL SCREENINGS, PROVIDES CONSULTS, REFERRALS, TRAININGS AND RESOURCES TO FAMILIES INVOLVED WITH THE CHILD WELFARE SYSTEM. DURING FISCAL YEAR 2015, ERIKSON SERVED MORE THAN 6,700 CHILDREN AND THEIR FAMILIES. 1823349 396198 THE EARLY MATH COLLABORATIVE: THE EARLY MATH COLLABORATIVE PROVIDES IN-DEPTH TRAINING IN EARLY MATHEMATICS TO OVER 200 PRE-K TO 3RD GRADE TEACHERS EACH YEAR. THROUGH A DEPARTMENT OF EDUCATION-FUNDED "INVESTING IN INNOVATION" GRANT, ALL PRIMARY GRADE TEACHERS AT EIGHT CHICAGO PUBLIC SCHOOLS ATTEND LEARNING LABS, RECEIVE INDIVIDUAL COACHING SERVICES, AND PARTICIPATE IN MATH-FOCUSED GRADE LEVEL MEETINGS AND LESSON STUDY AT THEIR SCHOOLS. THE COLLABORATIVE IS ALSO PARTNERING WITH THE CHICAGO PUBLIC SCHOOLS DEPARTMENT OF MATH AND SCIENCE TO TRAIN 1000 TEACHER LEADERS AT APPROXIMATELY 500 ELEMENTARY SCHOOLS DISTRICT-WIDE; TRAINING FOCUSES ON IMPLEMENTATION OF THE NEWLY RELEASED COMMON CORE STATE STANDARDS FOR MATHEMATICS. PROFESSIONAL DEVELOPMENT AND CONSULTATION ARE ALSO PROVIDED TO PAROCHIAL SCHOOLS, EDUCARE SITES, HEAD START PROGRAMS, SCHOOLS IN THE CHICAGO SUBURBS, COMMUNITY COLLEGES ACROSS THE STATE OF ILLINOIS, AND IN KENTUCKY, MINNESOTA, WISCONSIN, OHIO, NEW YORK CITY, AND NEW JERSEY, AND RESEARCH IS CONDUCTED ON MATH TEACHING AND TEACHER TRAINING. 4730476 1513959 OTHER PROGRAM EXPENSES: - CENTER FOR CHILDREN AND FAMILIES - NEW SCHOOLS PROJECT - FUSSY BABY - PROFESSIONAL DEVELOPMENT 4730476 1513959 16738589 true true false false false false false false false true true true false false true true true false true false true false false true true false false false true true true false false false false false false false false false false true false false false false false false false false true 114 0 234 true false false false false false true true false false false false false false X 35 33 false false false false false false false true true false false true true true true true true true false false IL X X Patricia Lawson 3127552250 451 N LaSalle Street Chicago IL 606544510 Edward S Loeb Treasurer 4.00 X X 0 0 0 John L Hines Board Vice Chair 6.00 X X 0 0 0 Michelle L Collins Board Chair 6.00 X X 0 0 0 Ashley Netzky Board Secretary 4.00 X X 0 0 0 John W McNulty Trustee 3.00 X 0 0 0 Kate Neisser Trustee 4.00 X 0 0 0 Patricia Reynolds Walsh Trustee 3.00 X 0 0 0 Susan J Wislow Trustee 3.00 X 0 0 0 Joy Segal Trustee 3.00 X 0 0 0 James J Roche Trustee 3.00 X 0 0 0 Sara Crown Star Trustee 3.00 X 0 0 0 Eve M Tyree Trustee 3.00 X 0 0 0 Kathy Richland Pick Trustee 3.00 X 0 0 0 Shirley Madigan Trustee 3.00 X 0 0 0 Cari B Sacks Trustee 3.00 X 0 0 0 Sabrina Gracias Trustee 3.00 X 0 0 0 Barbara T Bowman Trustee 40.00 X 96369 0 15473 Ikram Goldman Trustee 3.00 X 0 0 0 Mitchell J Lederer Trustee 3.00 X 0 0 0 Judy McCaskey Trustee 3.00 X 0 0 0 Eric Adelstein Trustee 3.00 X 0 0 0 Richard S Schuham Trustee 3.00 X 0 0 0 Virginia G Bobins Trustee 3.00 X 0 0 0 Sheri B Zuckerman Trustee 3.00 X 0 0 0 Catherine M Adduci Trustee 3.00 X 0 0 0 Scott Steffens Trustee 4.00 X 0 0 0 Adrienne E White Trustee 3.00 X 0 0 0 Toby Herr Trustee 3.00 X 25000 0 1071 Lewis S Ingall Trustee 4.00 X 0 0 0 Bruce E Huey Trustee 3.00 X 0 0 0 Sarah Manglesdorf Trustee 3.00 X 0 0 0 Clare Pinkert Trustee 3.00 X 0 0 0 Sandra Perez Sterling Trustee 3.00 X 0 0 0 Diane Goldstick Meagher Trustee 3.00 X 0 0 0 Steve Gradman Trustee 3.00 X 0 0 0 Elenne Song Trustee 3.00 X 0 0 0 Jenni Sorenson Trustee 3.00 X 0 0 0 Susan Stone Trustee 3.00 X 0 0 0 Berry Brazelton Trustee 3.00 X 0 0 0 Dick Kiphart Trustee 3.00 X 0 0 0 Bernice Weissbourd Trustee 3.00 X 0 0 0 Geoffrey Nagle President 40.00 X 360935 0 69628 Susan Wallace VP for Finance & Operations/CFO 40.00 X 207335 0 34006 Randy Holgate VP for Institutional Advancement 40.00 X 225219 0 15774 Shirley Ray Senior VP and Dean of Faculty 40.00 X 226629 0 44572 Gillian Mc Namee Professor 40.00 X 132087 0 25215 Jonathan Frank Chief Information Officer 40.00 X 164201 0 26163 Jana Fleming Director 40.00 X 153434 0 17567 Linda Gilkerson Professor 40.00 X 149206 0 10264 Jie-Qi Chen Professor 40.00 X 144896 0 25187 1885311 0 284920 15 false true true 111ORD LLC 75 REMITTANCE DRIVE CHICAGO IL 60675 BUILDING MANAGEMENT 415334 CHAPIN HALL CENTER FOR CHILDREN 1313 E 60TH STREET CHICAGO IL 60637 RESEARCH EVALUATION 185576 PSH KIMCO LLC 45 W HINTZ RD WHEELING IL 60090 JANITORIAL SERVICE 157875 SRI INTERNATIONAL PO BOX 2767 MENLO PARK CA 94025 PROJECT RESEARCH 144376 THE UNIVERSITY OF CHICAGO 6054 SOUTH DREXEL SUITE 300 CHICAGO IL 60637 PHYSICIAN SERVICES 103001 5 761711 5642438 4678389 488907 11082538 Student Tuition & Fees 611600 4009621 4009621 Clinical and Training 611600 1914740 1914740 0 0 0 0 5924361 530955 530955 0 0 18929103 16583038 2346065 0 2346065 2346065 Miscellaneous 900099 87883 87883 0 0 0 0 87883 19971802 6012244 0 2877020 1134470 1134470 1179069 262560 655960 260549 8745443 7879731 613672 252040 414051 369432 33499 11120 902963 831041 42585 29337 628699 561104 50755 16840 97144 27430 69714 43125 43125 36000 36000 165293 165293 0 0 0 0 71254 69262 1635 357 831894 525597 282596 23701 7904 7904 715059 567777 128250 19032 308778 300734 7727 317 213828 168907 27788 17133 1388493 1194104 166619 27770 896846 771288 107621 17937 188687 61767 126920 Books & Library Materials 135095 133819 692 584 Printing & copying 128064 111863 5522 10679 Contract Services 2138631 1758695 355168 24768 Bad Debt Expense 30351 1103 29248 0 0 0 0 20401141 16738588 2914389 748164 1660679 1124000 4876848 4217448 5467470 4777241 450468 402763 0 0 0 305452 359566 34096933 8277725 26659583 25819208 28903064 28942435 15210089 16754184 0 1055461 843302 84589114 83240147 1009677 1607346 133520 441933 32500000 32175000 0 4872223 5468716 38515420 39692995 20005469 17940251 9528049 9067685 16540176 16539216 46073694 43547152 84589114 83240147 X -429339 -1287591 -809612 X false true X true true true X 0 5440100 5440100 0 0 0 0 0 0 0 0 5440100 5440100 0 5440100 1424135 1424135 0 0 0 0 0 0 0 0 6864235 10520212 0.7925 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44408582 319444 1417515 2179960 43965581 42960871 361500 6371061 5284850 44408582 38472172 750 5662324 1174375 42960871 37789393 800000 909515 1026736 38472172 32103845 2705385 4931980 1951817 37789393 0.54 0.38 0.08 false false 2692677 2692677 27299161 4882441 22416720 4052595 3395284 657311 52500 52500 25819208 Private Equity and Hedge Funds 16754184 16754184 Interest Rate Swap Agreement 4625414 Deferred Compensation plan payable 843302 5468716 X 18518917 -1287592 0 -1287592 19806509 165293 0 165293 19971802 20235848 0 0 20235848 165293 0 165293 20401141 Schedule D, Part V, Line 4 Intended uses of endowment funds The Board of Trustees has designated certain amounts of unrestricted revenues to be classified as funds functioning as endowment. The income on these funds will be used to support ongoing operations. As of June 30, 2015, these funds were established for the following purposes: Facilities $11,872,389 General Operations $11,680,895; Scholarships $158,531. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Institute may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Institute and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities during the periods covered by these financial statements. The Institute files Forms 990 in the U.S. federal jurisdiction and the State of Illinois. The Institute is generally no longer subject to examination by the Internal Revenue Service for tax years before 2012. true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY The policy is made available in both employee and student handbooks, as well as on the organization's website and in promotional materials used at recruiting events. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT We receive U.S. Department of Education Federal Direct Student Loans. Central America and the Caribbean 0 0 Investments 12886645 0 0 0 0 0 0 12886645 0 12886645 true false true true true false X X X X X X X true Elizabeth Morris 1704 N Dayton St Chicago IL 60614 Fundraising planning, writing of materials for the Board and donors, stewardship and cultivation. false 36000 -36000 0 36000 -36000 IL Luncheon 868447 807764 60683 60683 46052 0 0 868447 807764 60683 60683 46052 106735 -46052 true Student Scholarships 217 1134470 0 Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant Funds Scholarship funds can be used for tuition, books and living expenses. In general they are applied first to tuition and balances sent to students. It is reviewed every school term and is monitored in compliance with student aid protocols. All payments are monitored and approved by Student Services and Finance before payment is applied or paid to the student. All students receiving scholarships have been selected on a non-discretionary basis. The student loan program is audited every year in compliance with federal single audit standards Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Scholarship funds can be used for tuition, books and living expenses. In general they are applied first to tuition and balances sent to students. It is reviewed every school term and is monitored in compliance with student aid protocols. All payments are monitored and approved by Student Services and Finance before payment is applied or paid to the student. All students receiving scholarships have been selected on a non-discretionary basis. The student loan program is audited every year in compliance with federal single audit standards X true true X X X false false false false false false false false false Geoffrey Nagle President 360935 0 0 0 0 0 17500 0 52128 0 430563 0 0 0 Susan Wallace VP for Finance & Operations/CFO 207335 0 0 0 0 0 13084 0 20922 0 241341 0 0 0 Randy Holgate VP for Institutional Advancement 225219 0 0 0 0 0 14181 0 1593 0 240993 0 0 0 Shirley Ray Senior VP and Dean of Faculty 226629 0 0 0 0 0 37254 0 7318 0 271201 0 0 0 Gillian Mc Namee Professor 132087 0 0 0 0 0 8559 0 16656 0 157302 0 0 0 Jonathan Frank Chief Information Officer 164201 0 0 0 0 0 10429 0 15734 0 190364 0 0 0 Jana Fleming Director 153434 0 0 0 0 0 10027 0 7540 0 171001 0 0 0 Linda Gilkerson Professor 149206 0 0 0 0 0 8893 0 1371 0 159470 0 0 0 Jie-Qi Chen Professor 144896 0 0 0 0 0 8533 0 16654 0 170083 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use Geoffrey Nagle (President & CEO) received a housing allowance upon his hiring which was based on reimbursable costs and not taxable. A Illinois Finance Authority 861091967 452029AA9 2007-12-12 32500000 Construct and Equip facility false false false A 325000 0 32500000 0 0 0 328294 0 0 32171706 0 0 2009 false false true true A false false false false 0.01 0.01 false A true true Bank of America 30.0 false false true false A X 11 483456 Market value false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions Erikson utilizes its investment custodian US Bank to receive and sell stock gifts made to the organization. Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded: Erikson is reporting the number of contributions. Form 990, Part III, Line 4d Description of other program services (Expenses $ 4,730,476 including grants of $)(Revenue $ 1,513,959) OTHER PROGRAM EXPENSES: - CENTER FOR CHILDREN AND FAMILIES - NEW SCHOOLS PROJECT - FUSSY BABY - PROFESSIONAL DEVELOPMENT Form 990, Part VI, Line 11b Review of form 990 by governing body Form 990 was reviewed by the President, Chief Financial Officer and former Treasurer and member of the Finance Committee. It was distributed to Erikson's board members before it was filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy All Trustees, Officers and Key employees are required to complete Erikson's Conflict of Interest policy on an annual basis and must disclosure all interests and relationships that may hold potential for raising conflict issues on the annual disclosure statement. The Chairperson of the Trusteeship Committee reviews disclosure statements and communicates all potential conflicts with the Board Chair. If a potential for conflict is found to exist, the Trusteeship Committee will prepare a written recommendation for the Executive Committee on how best to minimize the effect of conflict upon the activities of the Institute and the trustee, officer or key employee. The Executive Committee will make a final, written determination as to the handling of the conflict issue. Form 990, Part VI, Line 15a Process to establish compensation of top management official The Executive Committee is charged with recommending to the board the President's compensation, including salary and benefits. The Executive Committee reviews a compensation survey of similar positions in educational institutions similar to Erikson, located within a metropolitan area. The President reviews the compensation of officers and key employees of Erikson. He reviews a compensation survey of similar positions in educational institutions similar to Erikson, located within a metropolitan area. This review is conducted annually. Form 990, Part VI, Line 19 Required documents available to the public Erikson Institute makes its governing documents, conflict of interest policy and tax returns available for public inspection upon written request. This inspection takes place at its corporate offices at 451 N LaSalle Street, Chicago, IL. Compensation of Officers, Directors, Trustee Reportable compensation for Barbara T. Bowman represents income earned as a Professor and not as a Trustee of the Organization. Reportable compensation for Toby Herr represents income earned as Program Director and not as a Trustee of the Organization. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Interest Rate Swap Fair Value Adjustment - -808652; Other - -960;