NEWBERRY LIBRARY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NEWBERRY LIBRARY (EIN 36-2167814)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-12
- IRS object ID
- 201503169349303855
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T13:45:13-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S Wacker Drive Ste 800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Newberry Library | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWB | BusinessNameControlTxt |
| Phone | 3129439090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 West Walton Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James P Burke Jr | PersonNm |
| Person Title | VP for Finance/Administration | PersonTitleTxt |
| Phone | 3129439090 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wayne Harder | PreparerPersonNm |
| PTIN | P00294296 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Newberry | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David Spadafora | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 West Walton Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,645,829 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.newberry.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1892 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The Newberry Library is an independent research library dedicated to the advancement and dissemination of knowledge, especially in the humanities. The Newberry Library acquires and preserves a broad array of special collections research materials relating to Europe and the Americas. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 145 | TotalEmployeeCnt |
| Total Volunteers | 453 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,918,593 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,549,938 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,901,338 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,530,237 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,317,959 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,396,324 | CYInvestmentIncomeAmt |
| PY Other Revenue | $379,357 | PYOtherRevenueAmt |
| CY Other Revenue | $263,186 | CYOtherRevenueAmt |
| PY Total Revenue | $11,517,247 | PYTotalRevenueAmt |
| CY Total Revenue | $12,739,685 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $676,319 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $676,992 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,501,171 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,390,903 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $796,345 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,613,140 | PYOtherExpensesAmt |
| CY Other Expenses | $4,613,556 | CYOtherExpensesAmt |
| PY Total Expenses | $10,790,630 | PYTotalExpensesAmt |
| CY Total Expenses | $10,681,451 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $726,617 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,058,234 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $88,715,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,860,034 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,154,087 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,571,256 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $82,561,512 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,288,778 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Newberry Library, open to the public without charge, is an independent research library dedicated to the advancement and dissemination of knowledge, especially in the humanities. The Newberry Library acquires and preserves a broad array of special collections research materials relating to the civilizations of Europe and the Americas. It promotes and provides for their effective use, fostering research, teaching, publication, and life-long learning, as well as civic engagement. In service to its diverse community, the Newberry Library encourages intellectual pursuit in an atmosphere of free inquiry and sustains the highest standards of collection preservation, bibliographic access and reader services. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,547,722 | ExpenseAmt |
| Grant | $676,992 | GrantAmt |
| Revenue | $1,534,256 | RevenueAmt |
| Desc | The Newberry Library is an independent research library dedicated to the advancement and dissemination of knowledge, especially in the humanities. As such, it provides materials to the public as well as fellowships for research, teacher programs, exhibitions and adult seminars. Library Services and Collection Development Statistics:Total bibliographic records in online catalog: 938,485Titles cataloged: 10,095Map records added to map catalog: 141Volumes added to collection: 11,615Manuscripts added to collection: 233.3 linear feetConservations treatments of book, manuscripts, and maps: 3,841Reader sign-in: 15,684Total materials paged for reader use: 43,921Reference inquiries served: 12,430Instructional sessions offered: 222 sessions, serving 4,016 patronsResearch and Education Division Statistics:Fellowships for research Long-term: 13 Short-term: 42Teacher programs Teacher participants: 797 Exhibitions Gallery attendance: 20,344Adult seminar program Seminar courses: 149 Participants: 1,947 | Desc |
| Total Program Service Expenses | $7,547,722 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | 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 | 246 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 145 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | 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 | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James P Burke Jr | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122553567 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 W Walton Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60610 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Victoria J Herget | |||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Paul J Miller | |||||||
| Secretary (07/01 - 10/15) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mark Hausberg | |||||||
| Secretary (10/15 - 06/30) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| David E McNeel | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Joan Brodsky | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| T Kimball Brooker | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Frank Cicero Jr | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Andrew J Fitzgerald | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Louise R Glasser | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Hanna H Gray | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sue Gray | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert H Jackson | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathryn Gibbons Johnson | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lawrence Lipking | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Barry L MacLean | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| James H Marrow | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Andrew McNally IV | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Cynthia E Mitchell | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Janis W Notz | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Gail Kern Paster | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Pope | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John P Rompon | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Martha T Roth | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Rudy L Ruggles Jr | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul T Ruxin | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Karla Scherer | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David B Smith Jr | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Harold B Smith | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jules N Stiffel | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Carol Warshawsky | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Wedgeworth Jr | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter S Willmott | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Holland | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jay Krehbiel | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jean Perkins | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas C Sheffield Jr | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Thompson | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jonathan Kemper | |||||||
| Trustee (Resigned 10/14) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David C Hilliard | |||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| David C Spadafora | |||||||
| President, Librarian | 35.00 | Yes (X) | $283,382 | $0 | $28,928 | ||
| James P Burke Jr | |||||||
| VP for Finance/Admin. | 35.00 | Yes (X) | $182,438 | $0 | $21,753 | ||
| Michelle M Burns | |||||||
| VP for Development | 35.00 | $183,615 | $0 | $23,019 | Yes (X) | ||
| Hjordis D Halvorson | |||||||
| VP for Library Services | 35.00 | $123,490 | $0 | $19,323 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $772,925 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $93,023 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Securitas Security Services | |||||
| 150 S Wacker Dr | Chicago | IL | 60606 | Security | $150,395 |
| ABM Janitorial Services | |||||
| 20 S Clark St | Chicago | IL | 60603 | Janitorial Services | $143,209 |
| CJ Erickson Plumbing Co | |||||
| 4141 W 124th Place | Alsip | IL | 60803 | Plumbing | $110,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $538,940 | MembershipDuesAmt |
| Fundraising | $14,161 | FundraisingAmt |
| Government Grants | $368,123 | GovernmentGrantsAmt |
| All Other Contributions | $4,628,714 | AllOtherContributionsAmt |
| Noncash Contributions | $20,952 | NoncashContributionsAmt |
| Total Contributions | $5,549,938 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Services to Public | 900099 | $480,500 | $480,500 |
| Facility Rental | 532000 | $401,065 | $401,065 |
| Registrations | 900099 | $325,572 | $325,572 |
| Book Royalties | 511130 | $322,541 | $322,541 |
| Subscriptions | 900099 | $559 | $559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,530,237 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,669,928 | TotalRevenueColumnAmt |
| Exclusion | $1,669,928 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,490,682 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,764,286 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,726,396 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,726,396 | TotalRevenueColumnAmt |
| Exclusion | $3,726,396 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $380,508 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $14,161 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $141,858 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $238,650 | TotalRevenueColumnAmt |
| Exclusion | $238,650 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Parking Fees | Desc |
| Business | 812930 | BusinessCd |
| Total Revenue Column | $6,700 | TotalRevenueColumnAmt |
| Exclusion | $6,700 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,836 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,019 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $13,817 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,536 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,739,685 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,534,256 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,655,491 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,474 | TotalAmt |
| Program Services | $647,474 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,518 | TotalAmt |
| Program Services | $29,518 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,860 | TotalAmt |
| Management And General | $461,860 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,834,846 | TotalAmt |
| Program Services | $2,654,325 | ProgramServicesAmt |
| Management And General | $731,159 | ManagementAndGeneralAmt |
| Fundraising | $449,362 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,433 | TotalAmt |
| Program Services | $125,454 | ProgramServicesAmt |
| Management And General | $61,499 | ManagementAndGeneralAmt |
| Fundraising | $28,480 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,109 | TotalAmt |
| Program Services | $366,093 | ProgramServicesAmt |
| Management And General | $139,359 | ManagementAndGeneralAmt |
| Fundraising | $65,657 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,655 | TotalAmt |
| Program Services | $201,319 | ProgramServicesAmt |
| Management And General | $76,100 | ManagementAndGeneralAmt |
| Fundraising | $30,236 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,773 | TotalAmt |
| Management And General | $19,773 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,300 | TotalAmt |
| Management And General | $59,300 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,900 | TotalAmt |
| Program Services | $93,670 | ProgramServicesAmt |
| Management And General | $65,230 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,849 | TotalAmt |
| Program Services | $660,451 | ProgramServicesAmt |
| Management And General | $101,029 | ManagementAndGeneralAmt |
| Fundraising | $58,369 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,998 | TotalAmt |
| Program Services | $59,264 | ProgramServicesAmt |
| Management And General | $11,465 | ManagementAndGeneralAmt |
| Fundraising | $10,269 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,330 | TotalAmt |
| Program Services | $247,391 | ProgramServicesAmt |
| Management And General | $28,144 | ManagementAndGeneralAmt |
| Fundraising | $31,795 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,370 | TotalAmt |
| Program Services | $80,518 | ProgramServicesAmt |
| Management And General | $13,852 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839,381 | TotalAmt |
| Program Services | $636,564 | ProgramServicesAmt |
| Management And General | $170,327 | ManagementAndGeneralAmt |
| Fundraising | $32,490 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,024 | TotalAmt |
| Program Services | $137,978 | ProgramServicesAmt |
| Management And General | $5,602 | ManagementAndGeneralAmt |
| Fundraising | $1,444 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,309 | TotalAmt |
| Program Services | $5,309 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,574 | TotalAmt |
| Management And General | $30,574 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,021,626 | TotalAmt |
| Program Services | $772,190 | ProgramServicesAmt |
| Management And General | $210,106 | ManagementAndGeneralAmt |
| Fundraising | $39,330 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,201 | TotalAmt |
| Management And General | $11,201 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Book Collections | $637,811 | $634,655 | $3,156 | |
| Supplies/Minor Equipmen | $337,552 | $161,871 | $127,788 | $47,893 |
| Other HR Expenses | $44,558 | $33,678 | $9,860 | $1,020 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,681,451 | TotalAmt |
| Program Services | $7,547,722 | ProgramServicesAmt |
| Management And General | $2,337,384 | ManagementAndGeneralAmt |
| Fundraising | $796,345 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,301 | BOYAmt |
| EOY | $554,504 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662,586 | BOYAmt |
| EOY | $418,863 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,737 | BOYAmt |
| EOY | $10,689 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,464 | BOYAmt |
| EOY | $415,691 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,987 | BOYAmt |
| EOY | $73,195 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,753 | BOYAmt |
| EOY | $78,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,680,863 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,671,178 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,897,095 | BOYAmt |
| EOY | $9,009,685 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,205,947 | BOYAmt |
| EOY | $69,415,690 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,065,729 | BOYAmt |
| EOY | $4,883,625 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,715,599 | BOYAmt |
| EOY | $84,860,034 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $962,131 | BOYAmt |
| EOY | $987,583 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,600,000 | BOYAmt |
| EOY | $3,400,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,591,956 | BOYAmt |
| EOY | $1,183,673 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,154,087 | BOYAmt |
| EOY | $5,571,256 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,522,719 | BOYAmt |
| EOY | $8,814,493 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,037,998 | BOYAmt |
| EOY | $19,274,716 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,000,795 | BOYAmt |
| EOY | $51,199,569 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,561,512 | BOYAmt |
| EOY | $79,288,778 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,715,599 | BOYAmt |
| EOY | $84,860,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,058,234 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,434,352 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $57 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $103,327 | OtherChangesInNetAssetsAmt |
| 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 | $8,489,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,498,181 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,732,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,899,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,549,938 | CurrentTaxYearAmt |
| Total | $34,170,043 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,489,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,498,181 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,732,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,899,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,549,938 | CurrentTaxYearAmt |
| Total | $34,170,043 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,991,427 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,178,616 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,661,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,179,519 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,701,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,879,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,669,928 | CurrentTaxYearAmt |
| Total | $9,091,779 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,588 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,022 | CurrentTaxYearMinus2YearsAmt |
| Total | $147,984 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,409,806 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,343,152 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63200 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,597,000 | BeginningYearBalanceAmt |
| Contributions | $415,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$240,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,204,000 | OtherExpendituresAmt |
| End Year Balance | $59,568,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,443,000 | BeginningYearBalanceAmt |
| Contributions | $345,000 | ContributionsAmt |
| Investment Earnings Or Losses | $9,499,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,690,000 | OtherExpendituresAmt |
| End Year Balance | $61,597,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,337,000 | BeginningYearBalanceAmt |
| Contributions | $1,739,000 | ContributionsAmt |
| Investment Earnings Or Losses | $5,419,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,052,000 | OtherExpendituresAmt |
| End Year Balance | $54,443,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,214,000 | BeginningYearBalanceAmt |
| Contributions | $351,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$495,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,733,000 | OtherExpendituresAmt |
| End Year Balance | $49,337,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,533,000 | BeginningYearBalanceAmt |
| Contributions | $1,383,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,498,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,554,000 | OtherExpendituresAmt |
| End Year Balance | $51,860,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.85950 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14050 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,477,520 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,405,186 | DepreciationAmt |
| Book Value | $5,072,334 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,203,343 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,265,992 | DepreciationAmt |
| Book Value | $3,937,351 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,009,685 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MSCI ACWI Ex USA Index NL QP CTF | $21,245,063 | F |
| MSCI United States Index NLIBNL-CMX7 | $2,570,292 | F |
| US Aggregate Bond Index NL QP CF | $7,926,824 | F |
| US Total Market Index Non-Lending QP CTF | $18,905,827 | F |
| PIMCO Commodity Real Return | $2,746,693 | F |
| Primus High Yield Bond Fund, LP | $2,906,167 | F |
| Black Rock | $157,027 | F |
| MacKay Shields Core Plus Opportunities | $7,886,855 | F |
| JP Morgan Multi-strategy Fund II, Ltd | $5,070,942 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $69,415,690 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Bequests Receivable | $4,807,683 |
| Bond Issuance Cost | $75,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,883,625 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Gift Annuity | $343,673 |
| Northern Trust Term Note | $840,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,183,673 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,551,518 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,434,352 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $245,185 | OtherRevenueAmt |
| Revenue Not Reported | -$5,188,167 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,739,685 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,739,685 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,824,309 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $141,858 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $142,858 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,681,451 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,681,451 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | The value of The Newberry Library's collection is excluded from the statements of financial position. An addition to The Newberry Library's collection is made either by a donation from a benefactor or through a purchase from library acquisition funds. The Newberry Library acquisition funds may be classified as permanently restricted, for which only the income earned on principal balances may be used for acquisitions; temporarily restricted, for which both the principal and earned income may be used for acquisitions; or unrestricted, representing funds designated by the board to be used for acquisitions. The sale of holdings from The Newberry Library's collection is performed in accordance with The Newberry Library policy. Proceeds from the sale of collection items are classified as unrestricted, temporarily restricted for purchase of additional collection items, or added to the permanently restricted endowment for the purchase of collection items. The Newberry Library's collection is protected, cared for, and preserved; and is subject to strict policies governing its use. The value of The Newberry Library's collection is not subject to reasonable estimation. |
| Part III, Line 4: | Our collections include 1.6 million books, 5 million manuscript pages and 0.6 million historic maps. These non-circulating collections are free and open to the public for use in scholarly research and span the history and culture of Western Europe and the Americas (Middle Ages - WWII). Collections specialize in cartography, American Indians, Chicago, Europe, literature, printing and genealogy. |
| Part V, Line 4: | There are endowments that support the purchase of library materials, support for certain divisions of the Library and support for unrestricted purposes. |
| Part X, Line 2: | The Newberry Library is exempt from federal income taxes under Internal Revenue Code (IRC) section 501(c)(3) as a public charity. The Newberry Library is also exempt from Illinois income tax. The Newberry Library files Form 990 (Return of Organization Exempt from Income Tax) annually. When this return is filed, it is highly certain that positions taken would be sustained upon examination by the taxing authorities. Examples of tax positions common to nonprofit organizations include such matters as the following: the tax exempt status of the entity, the continued tax exempt status of bonds issued and various positions relative to potential sources of unrelated business taxable income (UBIT). The benefit of a tax position is recognized in the financial statements in the period during which, based on all available evidence, management believes that it is more likely than not that the position will be sustained upon examination, including the resolution of appeals or litigation processes. At June 30, 2015 no such positions were recognized. Forms 990 are subject to examination by the Internal Revenue Service (IRS) up to three years from the extended due date of each return. |
| Part XI, Line 2d - Other Adjustments: | Fundraising Expenses 141,858. Deferred Giving Arrangements 103,327. |
| Part XII, Line 2d - Other Adjustments: | Fundraising Expenses 141,858. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland & Greenland) | 0 | 0 | Grants to Recipients Located in Region | Fellowships for Research | $10,250 |
| East Asia and the Pacific | 0 | 0 | Grants to Recipients Located in Region | Fellowships for Research | $2,000 |
| North America | 0 | 0 | Grants to Recipients Located in Region | Fellowships for Research | $14,808 |
| South America | 0 | 0 | Grants to Recipients Located in Region | Fellowships for Research | $2,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $29,518 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $29,518 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Stipends - Fellowship stipends from the Newberry Library are intended to be spent as recipients deem necessary. Generally, they are used by fellows to support housing, food and other costs associated with a period of research at the Library. | Europe (Including Iceland & Greenland) - | 4 | $10,250 | Check |
| Stipends - Fellowship stipends from the Newberry Library are intended to be spent as recipients deem necessary. Generally, they are used by fellows to support housing, food and other costs associated with a period of research at the Library. | East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, | 1 | $2,000 | Check |
| Stipends - Fellowship stipends from the Newberry Library are intended to be spent as recipients deem necessary. Generally, they are used by fellows to support housing, food and other costs associated with a period of research at the Library. | North America - Canada and Mexico, but but not the United States | 5 | $14,808 | Check |
| Stipends - Fellowship stipends from the Newberry Library are intended to be spent as recipients deem necessary. Generally, they are used by fellows to support housing, food and other costs associated with a period of research at the Library. | South America | 1 | $2,460 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Each grant has a budget and a program plan. The Vice President for Finance/Administration and the Controller monitor the budget on a monthly basis. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Book Fair | Event1Nm |
| Gross Receipts Event1 | $169,669 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,161 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $155,508 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $17,374 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $734 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $71,810 | OtherDirectExpensesEvent1Amt |
| Event2 | Award Dinner | Event2Nm |
| Gross Receipts Event2 | $225,000 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $225,000 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $410 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $35,996 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $15,534 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $394,669 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $14,161 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $380,508 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,784 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $36,730 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $87,344 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $141,858 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $238,650 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Stipends - Fellowship stipends from the Newberry Library are intended to be spent as recipients deem necessary. Generally, they are used by fellows to support housing, food and other costs associated with a period of research at the Library. | GrantTypeTxt |
| Recipient | 115 | RecipientCnt |
| Cash Grant | $542,228 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Each grant has a budget and a program plan. The Vice President for Finance/Administration and the Controller monitor the budget on a monthly basis. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David C Spadafora | ||||||||||||||
| President, Librarian | $266,922 | $0 | $12,500 | $0 | $3,960 | $0 | $17,135 | $0 | $11,793 | $0 | $312,310 | $0 | $0 | $0 |
| James P Burke Jr | ||||||||||||||
| VP for Finance/Admin. | $182,438 | $0 | $0 | $0 | $0 | $0 | $11,377 | $0 | $10,376 | $0 | $204,191 | $0 | $0 | $0 |
| Michelle M Burns | ||||||||||||||
| VP for Development | $183,615 | $0 | $0 | $0 | $0 | $0 | $11,411 | $0 | $11,608 | $0 | $206,634 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Spadafora | PersonNm |
| Relationship With Org | President | RelationshipWithOrgTxt |
| Loan Purpose | Mortgage | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $500,000 | OriginalPrincipalAmt |
| Balance Due | $415,691 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $415,691 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $141,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Independent Appraisal | MethodOfDeterminingRevenuesTxt |
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Independent Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | The number of contributions column represents the number of contributions received. |
| Part I, Line 32b: | During years in which The Newberry Library receives donated stocks and bonds, valuation and sales of such are performed by Northern Trust Securities. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Finance Committee of the Board reviews and approves Form 990. A complete copy of the Form 990 is sent to the entire board before filing. |
| Form 990, Part VI, Section B, line 12c | Members of the Board of Trustees and any of its committees and members of the staff of the Newberry Library shall disclose any conflict of interest on an annual basis by completing and submitting the Newberry Library conflict of interest disclosure form. There is follow-up to ensure receipt of the forms from all the aforementioned individuals. |
| Form 990, Part VI, Section B, line 15a | The by-laws of the Newberry Library provide (in Section 3 of Article V) that the Executive Committee of the Board of Trustees "shall at least annually review the compensation of the president and librarian." With respect to the Newberry Library's accounting year which ended June 30, 2015, the Executive Committee, acting in executive session, set the compensation of the president and librarian. In setting that compensation the Executive Committee considered the performance of the president and librarian to that time as well as comparative information available to it of the compensation of chief executive officers of peer institutions and other non-profit organizations in the Chicago area. The Executive Committee is aware of the requirements with respect to the review of executive compensation which are set out in the instructions to Internal Revenue Service Form 990 and believes it has fulfilled such requirements with respect to the Newberry Library's year ended June 30, 2015. The Executive Committee has designated itself as the "compensation committee" as that term is used in said instructions. No independent compensation consultant has advised the Executive Committee. |
| Form 990, Part VI, Section C, line 19 | The Newberry Library makes all of its governing documents available upon request. |
| Form 990, Part XI, line 9: | Deferred Giving Arrangements 103,327. |
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