2015-01-14T16:55:04-06:00 2014-06-30 351509921 SWARTZ RETSON & CO PC 235 E 86TH AVENUE MERRILLVILLE IN 46410 990 2013-07-01 132890752 COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING COUN 3124992600 55 EAST MONROE NO 2710 CHICAGO IL 60603 GLORIA WAGNER CFO 3124492600 2015-01-14 1 RUTH BEST P00163310 2197693616 2013 2016-02-25 16:41:14Z X GLORIA WAGNER 55 EAST MONROE CHICAGO IL 60603 11403696 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. 30 30 82 35 0 0 2404834 5289906 4313461 5004635 -128711 158602 97731 174782 6687315 10627925 0 0 0 0 4760523 4795483 0 82756 82756 4690984 4733477 9451507 9611716 -2764192 1016209 11807193 13338957 1120795 880722 10686398 12458235 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 1121263 887065 HIGHER EDUCATION: ASSISTS EDUCATIONAL INSTITUTIONS TO PROVIDE ADULTS WITH MEANINGFUL, RELEVANT, AND QUALITY LEARNING EXPERIENCES. 2147676 2796168 EMPLOYER SERVICES: ASSISTS EMPLOYERS AND JOINT LABOR-MANAGEMENT ENTITIES TO CREATE LEARNING AND CAREER ADVISING PROJECTS FOR BOTH THE ACTIVE AND DOWNSIZED WORKFORCE. 1112917 358228 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. 1569502 1133928 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.ADDITIONALLY, THE ORGANIZATION PROVIDES RESEARCH, FACILITATION AND PLANNING ASSISTANCE TO PUBLIC SECTOR AND HEALTHCARE ORGANIZATIONS DEVELOPING EDUCATION AND TRAINING INITIATIVES. 1569502 1133928 5951358 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 69 0 1 82 1 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 1 0 IL X GLORIA WAGNER CFO 3124992688 55 EAST MONROE SUITE 2710 CHICAGO IL 60603 ANTHONY BEEBE TRUSTEE 1.00 X 0 0 0 ARTHUR F KIRK JR VICE CHAIR 1.00 X X 0 0 0 SHARI FRANKLIN TRUSTEE 1.00 X 0 0 0 PAUL LEBLANC CHAIR 1.00 X X 0 0 0 ALAN DAVIS TRUSTEE 1.00 X 0 0 0 DENNIS DOWDELL TRUSTEE 1.00 X 0 0 0 BARBARA MURPHY SECRETARY 1.00 X X 0 0 0 SHIRLEY PIPPINS TRUSTEE 1.00 X 0 0 0 CHARLES MIDDLETON TRUSTEE 1.00 X 0 0 0 DANA MOHLER-FARIA TRUSTEE 1.00 X 0 0 0 CHINA GORMAN PAST CHAIR 1.00 X X 0 0 0 RODNEY POWELL TRUSTEE 1.00 X 0 0 0 RICH PATTENAUDE TRUSTEE 1.00 X 0 0 0 JILL WAKEFIELD TRUSTEE 1.00 X 0 0 0 DORSEY KENDRICK TRUSTEE 1.00 X 0 0 0 ERIC WINEGARDER TRUSTEE 1.00 X 0 0 0 FELICE NUDELMAN TRUSTEE 1.00 X 0 0 0 JUDY SCHUELER TRUSTEE 1.00 X 0 0 0 REY GARCIA TRUSTEE 1.00 X 0 0 0 BARBARA GELLMAN-DANLEY TRUSTEE 1.00 X 0 0 0 STEVEN MILOVICH TRUSTEE 1.00 X 0 0 0 TOM BALANOFF TRUSTEE 1.00 X 0 0 0 CHRIS BUSTAMANTE TRUSTEE 1.00 X 0 0 0 JOHN CAVANAUGH TRUSTEE 1.00 X 0 0 0 JOHN COLBORN TRUSTEE 1.00 X 0 0 0 CAROLE COWAN TRUSTEE 1.00 X 0 0 0 DR DING-JO J CURRIE TRUSTEE 1.00 X 0 0 0 MICHAEL D'AMBROSE TRUSTEE 1.00 X 0 0 0 KIMO KIPPEN TRUSTEE 1.00 X 0 0 0 BRUCE LESLIE TREASURER 1.00 X X 0 0 0 STEVE MIRANDA TRUSTEE 1.00 X 0 0 0 WILLIAM MCKINNEY TRUSTEE 1.00 X 0 0 0 ELSA NUNEZ TRUSTEE 1.00 X 0 0 0 JACK WARNER TRUSTEE 1.00 X 0 0 0 MICHAEL WRIGHT TRUSTEE 1.00 X 0 0 0 PAMELA TATE CEO 40.00 X 363350 0 20989 GLORIA WAGNER CFO 40.00 X 132240 0 14976 JUDY WERTHEIM VP OF HIGHER EDUCATION SER 40.00 X 170205 0 16174 JEANNE BUSCH DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 153816 0 16365 PHYLLIS SNYDER VP OF HEALTHCARE AND MATUR 40.00 X 120933 0 11098 AMY SHERMAN ASSOC VP - POLICY AND STRA 40.00 X 121129 0 14420 DIANA BAMFORD-REES ASSOC VP OF MEMBER SERVICE 40.00 X 112495 0 14689 GABI ZOLLA COO 40.00 X 145284 0 32365 JOEL SIMON VP PUBLIC SECTOR 40.00 X 142435 0 17390 1461887 0 158466 11 0 1 0 MALENKE BARNHART 2351 SOUTH MARION STREET DENVER CO 80210 WEBMARKETING CONSULTANTS 426874 ST CHARLES CONSULTING GROUP 16600 DALLAS PARKWAY SUITE 310 DALLAS TX 75248 CONSULTANTS 171748 2 609633 4680273 5289906 CONTRACT REVENUE & CONSULTING 611710 4304412 4304412 MEMBERSHIP DUES 900099 284827 284827 CONFERENCE REGISTRATION FEES 611710 271640 271640 OTHER PROGRAM FEES 900099 109075 109075 PUBLICATIONS 511130 34681 34681 5004635 124355 124355 787326 687246 65833 100080 -65833 34247 34247 26720 22692 4028 4028 OTHER INCOME 900099 170754 170754 170754 10627925 5175389 0 162630 X 737201 168276 568925 3245289 2385075 860214 137180 99685 37495 379534 267207 112327 296279 192302 103977 25024 5805 19219 61500 61500 30000 30000 82756 82756 1426078 1222180 203898 255809 148049 107760 311900 143747 168153 491283 491283 480576 400097 80479 317420 266350 51070 294187 294187 75436 1080 74356 OUTREACH 617049 508958 108091 OTHER 347215 142547 204668 9611716 5951358 3577602 82756 596154 550219 725144 981950 741140 1046998 1346643 1996766 122965 98627 1612901 778967 645128 833934 4610284 7830463 3019735 0 11807193 13338957 705623 487102 100673 169768 41474 23414 273025 200438 1120795 880722 X 8644824 8847309 2041574 3610926 10686398 12458235 11807193 13338957 1016209 755628 0 X X 0 1 X 1 1 1 X 3505085 5743228 4847748 2404834 5289906 21790801 3505085 5743228 4847748 2404834 5289906 21790801 10740622 11050179 497797 286905 137359 114447 124355 1160863 32424 62591 46248 97731 197474 436468 23388132 21744843 0.47250 0.41940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30000 30000 9581716 9611716 630586 157647 0 0 550352 586712 622575 630586 2390225 3585338 7500 55585 60000 30000 153085 137588 146678 155644 157647 597557 896336 38994 46 39040 38936 58 38994 38878 58 38936 38830 48 38878 40335 20 1525 38830 1.00000 0 0 248246 93223 155023 1364655 685744 678911 833934 PAYABLE UNDER AGENCY AGREEMENT 200438 200438 X 11417856 755628 11611 22692 789931 10627925 0 10627925 9646019 11611 22692 34303 9611716 0 9611716 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 22,692. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 22,692. X X X X X 1 LAPA FUNDRAISING 601 KAPPOCK STREET SUITE 5G RIVERDALE NY 10463 CREATION OF INDIVIDUAL DONOR CAMPAIGN 0 36975 77900 -40925 36975 77900 -40925 IL NY SILENT AUCTION 26720 26720 400 7814 14478 26720 26720 400 7814 14478 22692 4028 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PAYMENTS FOR PROFESSIONAL SERVICES WERE $77,900. OTHER EXPENSES WERE BILLED SEPARATELY IN THE AMOUNT OF $4,856 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 363350 0 0 0 0 0 12625 0 8364 0 384339 0 0 0 JUDY WERTHEIM VP OF HIGHER EDUCATION SER 170205 0 0 0 0 0 8510 0 7664 0 186379 0 0 0 JEANNE BUSCH DIRECTOR OF INFORMATION TECHNOLOGY 153816 0 0 0 0 0 7691 0 8674 0 170181 0 0 0 GABI ZOLLA COO 145284 0 0 0 0 0 7264 0 25101 0 177649 0 0 0 JOEL SIMON VP PUBLIC SECTOR 142435 0 0 0 0 0 7122 0 10268 0 159825 0 0 0 PART I, LINE 1A THE PRESIDENT UPGRADES TO FIRST CLASS 25 - 30% OF THE TIME, FOR WHICH THE ORGANIZATION PAYS. ZOLLAW GROUP FILING ENTITY'S FORMER ACTING CEO IS RELATED TO OWNER OF INTERESTED PERSON 18901 PAYMENT OF FEES FOR LEGAL SERVICES 0 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 PRESIDENT AND CFO REVIEW THE FORM 990 PRIOR TO 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 160,905. MANAGEMENT AND GENERAL EXPENSES 510. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 161,415. CONSULTANTS: PROGRAM SERVICE EXPENSES 1,057,471. MANAGEMENT AND GENERAL EXPENSES 117,233. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,174,704. OTHERS: PROGRAM SERVICE EXPENSES 3,804. MANAGEMENT AND GENERAL EXPENSES 86,155. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,959. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE AUDIT OVERSIGHT OR INDEPENDENT ACCOUNTANT SELECTION PROCESSES FROM THE PRIOR YEAR. EDLINK LLC 350 N CLARK SUITE 500 CHICAGO IL 60654 270700703 TUITION BENEFIT ADMINISTRATION DE N/A RELATED -83952 0 0 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0