2015-12-17T15:47:09-06:00 2015-06-30 MILLER COOPER & CO LTD 1751 Lake Cook Road Suite 400 Deerfield IL 60015 990 2014-07-01 363310774 Access Living of Metropolitan Chicago % JERRY RAUMAN CFO ACCE 3126402100 115 W Chicago Avenue Chicago IL 60654 Jerry Rauman CFO 3126402109 2015-12-15 true Steven R Glover P00253365 8472055000 2014 2016-03-07 17:11:31Z Jerry Rauman 115 W Chicago Avenue Chicago IL 60654 9291775 false X www.accessliving.org X 1987 IL SEE FIRST STATEMENT ON SCHEDULE O 25 24 94 60 0 4845951 6273140 0 0 289694 565761 -82993 -174257 5052652 6664644 0 0 0 0 4167330 4463539 0 0 357413 1482528 1672952 5649858 6136491 -597206 528153 16831040 16511537 488436 251381 16342604 16260156 X THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND BENEVOLENT PURPOSES TO ASSIST DISABLED PERSONS, TO EDUCATE THE PUBLIC ABOUT THE NEEDS AND ABIILTIES OF DISABLED PERSONS AND TO GENERALLY PROVIDE SERVICES AND PROGRAMS TO AND FOR DISABLED PERSONS. true false 1194311 LONG-TERM CARE TEAM - PROVIDES TRAINING AND REFERRAL FOR PERSONAL ASSISTANTS, ASSISTS PEOPLE INTERESTED IN MOVING OUT OF NURSING HOMES, AND ADVOCATES FOR HEALTHCARE POLICY THAT WOULD BENEFIT PEOPLE WITH DISABILITIES. 1426755 HOUSING AND COMMUNITY SUPPORT TEAM - ASSISTS PEOPLE WITH DISABILITIES TO FIND AFFORDABLE, ACCESSIBLE, INTEGRATED HOUSING. THE TEAM ALSO HELPS PEOPLE OBTAIN SUPPORT (SUCH AS ASSISTIVE TECHNOLOGY) AND DEVELOP THE SKILLS (SUCH AS FINANCIAL LITERACY) THEY NEED TO LIVE INDEPENDENTLY. 1331106 COMMUNITY ORGANIZING AND POLICY TEAM - CONDUCTS ACTIVITIES TO ENGAGE PEOPLE WITH DISABILITIES IN THE WORK THAT THE AGENCY DOES AROUND ISSUES IMPORTANT TO PEOPLE WITH DISABILITIES IN CHICAGO, INCLUDING HOUSING, EMPLOYMENT, EDUCATION, HEALTHCARE, AND TRANSPORTATION. THE TEAM ALSO CONDUCTS POLICY ANALYSIS IN ORDER TO UNDERSTAND AND IMPACT LEGISLATION, LAWS AND POLICIES THAT IMPACT PEOPLE WITH DISABILITIES IN CHICAGO. THE AGENCY'S POLICY ANALYSIS WORK FOCUSES ON HOUSING, EDUCATION, HEALTHCARE, EMPLOYMENT AND COMMUNITY INTEGRATION. 1464763 5416935 true true false true false false false true false true true false false false true true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false true 65 0 true 94 true false false false false false true true false false false false X 25 24 false false false false true true false true true false false true true true true true true true true false IL X JERRY RAUMAN CFO 3126402109 115 W CHICAGO AVENUE CHICAGO IL 60654 ZULLY ALVARADO DIRECTOR 1.0 0.0 X 0 0 0 MARCA BRISTO PRESIDENT & CEO 40.0 0.0 X X 191510 0 11111 ANDRES GALLEGOS BOARD VICE-CHAIR 1.0 0.0 X 0 0 0 PETER GIDWITZ DIRECTOR 1.0 0.0 X 0 0 0 WILL HAFFNER DIRECTOR 1.0 0.0 X 0 0 0 NEIL HARTIGAN DIRECTOR 1.0 0.0 X 0 0 0 KEVIN IRVINE DIRECTOR 1.0 0.0 X 0 0 0 JERRY KENDALL DIRECTOR 1.0 0.0 X 0 0 0 KRISTI KIRSCHNER DIRECTOR 1.0 0.0 X 0 0 0 BEN LUMICAO BOARD CHAIR 1.0 0.0 X 0 0 0 BEATRICE CUMMINGS MAYER DIRECTOR 1.0 0.0 X 0 0 0 SHAWNELLE RICHIE DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL SANTAY TREASURER 1.0 0.0 X 0 0 0 WARNER SAUNDERS DIRECTOR 1.0 0.0 X 0 0 0 JOHN SCHMIDT DIRECTOR 1.0 0.0 X 0 0 0 KAREEM DALE DIRECTOR 1.0 0.0 X 0 0 0 MAURY FANTUS DIRECTOR 1.0 0.0 X 0 0 0 KEVIN FRITZ DIRECTOR 1.0 0.0 X 0 0 0 KRISTIN WEAVER SECRETARY 1.0 0.0 X 0 0 0 CLIFF WEBER DIRECTOR 1.0 0.0 X 0 0 0 DOUG DOBMEYER DIRECTOR 1.0 0.0 X 0 0 0 SAMEER DOSHI DIRECTOR 1.0 0.0 X 0 0 0 JUSTINE FEDAK DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL LIPSITZ DIRECTOR 1.0 0.0 X 0 0 0 KAREN McCULLOH DIRECTOR 1.0 0.0 X 0 0 0 DAISY FEIDT VICE PRESIDENT 40.0 0.0 X 112252 0 1904 GERALD RAUMAN CFO 40.0 0.0 X 99616 0 7338 KENNETH WALDEN ATTORNEY 40.0 0.0 X 97862 0 5139 501240 0 25492 2 false true false 0 123181 1164207 3255865 1729887 6273140 0 90733 90733 0 0 0 0 0 2842499 2367471 475028 475028 475028 29846 1164207 259660 -229814 -229814 0 0 SERVICE FEES 900099 25726 25726 MISCELLANEOUS REVENUE 900099 29831 29831 55557 6664644 25726 365778 0 0 0 0 562382 531451 30931 0 2812047 2433273 161346 217428 0 814819 731617 40491 42711 274291 241780 14835 17676 0 15354 14025 553 776 0 0 0 0 163043 143319 11697 8027 14210 13170 446 594 115667 94218 9630 11819 0 0 103528 94397 3799 5332 150759 112757 33882 4120 0 89702 70190 15006 4506 0 0 485311 442567 17744 25000 33184 30257 1218 1709 SPECIFIC PROGRAM EXPENSES 107566 107104 425 37 EQUIPMENT RENTAL EXPENSES 157510 144216 5182 8112 TELEPHONE 34177 29237 3398 1542 INTERPRETIVE & PERSONAL ASSIST 52686 46663 5185 838 150255 136694 6375 7186 6136491 5416935 362143 357413 X 0 0 2002482 872844 1355541 1365430 0 0 0 0 0 0 0 0 0 0 2701 56635 12874325 4239510 9054678 8634815 4267033 5505854 0 0 0 0 0 0 148605 75959 16831040 16511537 95048 80022 0 0 8585 6585 0 0 0 0 0 0 0 0 0 0 384803 164774 488436 251381 X 13633877 13172244 2708727 3087912 0 0 16342604 16260156 16831040 16511537 528153 -610601 X false true X true true true X 5919826 4873345 4893466 4845951 6273140 26805728 0 0 5919826 4873345 4893466 4845951 6273140 26805728 1640164 25165564 2762 29200 598 56982 90733 180275 0 215251 -67429 103735 25023 55557 332137 27318140 0.92120 0.92181 X SCHEDULE A, PART II - EXCESS CONTRIBUTIONS TOTAL LESS 2% OF EXCESS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false false false true 78923 78923 false PART II-B, LINE 1, LOBBYING ACTIVITIES: $78,293 WAS SPENT IN TAX YEAR 2014 TO INFLUENCE LEGISLATION THROUGH GRASSROOTS LOBBYING/ADVOCACY BY DEVELOPING PUBLIC COMMENTARY AND TESTIMONY REGARDING THE FOLLOWING ISSUES AND GOVERNMENTAL AGENCIES: 1. ADVOCATING FOR ACCESS TO HOMECARE FOR PEOPLE WITH DISABLITIES WITH THE ILLINOIS LEGISLATURE 2. ADVOCATING FOR UNIVERSAL HEALTHCARE 3. ADVOCATING FOR THE ELIMINATION OF SEGREGATED HOUSING FOR PEOPLE WITH DISABILITIES 4. ADVOCATING FOR EQUAL EDUCATION FOR PEOPLE WITH DISABILITIES IN THE CHICAGO PUBLIC SCHOOL SYSTEM. X false 2179841 -6229 84000 2089612 1848200 60000 271641 2179841 1778121 0 150079 80000 1848200 1834853 15000 -71732 1778121 1033801 587741 213311 1834853 1.00000 false false 251353 251353 11320213 3144504 8175709 79998 20550 59448 1222761 1074456 148305 8634815 0 ACCRUED COMPENSATION 164774 164774 6313703 -610601 259660 -350941 6664644 6664644 6396151 259660 259660 6136491 6136491 PART III, LINE 1A: WORKS OF ART ARE MAINTAINED BY THE ORGANIZATION TO PROMOTE DISABILITY ART, CULTURE, AND HISTORY. PART III, LINE 4: ART COLLECTION IS USED TO PROMOTE DISABILITY ART, CULTURE, AND HISTORY BY SHOWCASING THE CHICAGO DISABILITY HISTORY EXHIBIT AT THE AGENCY'S HEADQUARTERS. PART V, LINE 4: BOARD DESIGNATED ENDOWMENT WAS ESTABLISHED TO SUPPORT MAINTENANCE OF THE BUILDING AND A RESERVE FOR EXTRAORDINARY OPERATING EVENTS. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE AGENCY, AND HAS CONCLUDED THAT AS OF JUNE 30, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE AGENCY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO FISCAL YEAR 2012. Part XI, Line 2D - Other Adjustments Direct events expense $259,660 Part XII, Line 2D - Other Adjustments Direct events expense $259,660 ANNUAL GALA 1188597 1164207 24390 259094 MARATHON 5456 0 5456 566 0 1194053 1164207 29846 259660 259660 -229814 X X X X false false false false false false false false false MARCA BRISTO PRESIDENT & CEO 191510 0 0 0 0 0 11111 0 0 0 202621 0 0 0 FORM 990, PART I, LINE 1 - DESCRIPTION OF ORGANIZATION'S MISSION: THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND BENEVOLENT PURPOSES TO ASSIST DISABLED PERSONS, TO EDUCATE THE PUBLIC ABOUT THE NEEDS AND ABIILTIES OF DISABLED PERSONS AND TO GENERALLY PROVIDE SERVICES AND PROGRAMS TO AND FOR DISABLED PERSONS. FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICES: CIVIL RIGHTS TEAM - USES PUBLIC EDUCATION, NEGOTIATION, AND LITIGATION TO ADDRESS DISABILITY-BASED DISCRIMINATION AND ENFORCES THE CIVIL RIGHTS OF PEOPLE BY HANDLING CASES THAT WILL HAVE THE GREATEST IMPACT ON THE BROADER DISABILITY COMMUNITY; AND CONDUCTS A FAIR HOUSING INITIATIVE THAT ENFORCES THE FAIR HOUSING ACT FOR PEOPLE WITH DISABILITIES. EXPENSES $702,557. INCLUDING GRANTS OF $0. REVENUE $0. ART TEAM - IN 2007, THE AGENCY DEVELOPED AN ARTS & CULTURE INITIATIVE IN RESPONSE TO A NEWLY EMERGING DISABILITY CULTURE. THE INITIATIVE PROMOTES DISABILITY ART, CULTURE, AND HISTORY THROUGH A PERMANENT COLLECTION OF ART BY PROFESSIONAL ARTISTS WITH DISABILITIES, SHOWCASING THE CHICAGO DISABILITY HISTORY EXHIBIT AT THE AGENCY'S HEADQUARTERS, HOSTING PERFORMING ARTS EVENTS THAT INTEGRATE PEOPLE WITH DISABILITIES AND EDUCATIONAL SESSIONS ON TOPICS RELATED TO DISABILITY ART, CULTURE, AND HISTORY. EXPENSES $125,400. INCLUDING GRANTS OF $0. REVENUE $0. OMBUDSMAN TEAM SEE EXPLANATION FOR FORM 990, PART III, LINE 2 FOR PROGRAM DESCRIPTION. EXPENSES 636,807. INCLUDING GRANTS OF $0. REVENUE $0. FORM 990, PART VI, SECTION A, LINE 6 - MEMBERSHIP INFORMATION: ACCESS LIVING OF METROPOLITAN CHICAGO IS A MEMBERSHIP ORGANIZATION. MEMBERS CAN JOIN BY PAYING A $25 FEE. MEMBERS VOTE ANNUALLY TO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A - APPOINTMENT OF MEMBERS: SEE EXPLANATION ABOVE FOR FORM 990, PART VI, SECTION A, LINE 6. FORM 990, PART VI, SECTION B, LINE 11 REVIEW OF FORM 990 BY BOARD MEMBERS: A DRAFT OF FORM 990 IS PROVIDED TO THE AGENCY AND IS REVIEWED IN DETAIL FOR COMPLETENESS AND ACCURACY BY THE CHIEF FINANCIAL OFFICER, CHAIRMAN OF FINANCE COMMITTEE, AND BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY: EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT AFFIRMING THEY HAVE NO CONFLICTS OF INTEREST WITH THE AGENCY AND ANY MATTERS ARISING IN THE FUTURE WILL BE DISCLOSED APPROPRIATELY. THESE SIGNED STATEMENTS ARE KEPT ON FILE BY THE AGENCY. FORM 990, PART VI, SECTION B, LINE 15 - DETERMINING COMPENSATION: A WAGE ANALYSIS IS DONE BY AN OUTSIDE CONSULTING FIRM EVERY THREE YEARS WHICH INCORPORATES OTHER COMPENSATIONS OF THOSE IN SIMILAR ORGANIZATIONS AND POSITION. ALSO, INCREASES AND DECREASES IN COMPENSATION MUST BE APPROVED BY THE EXECUTIVE COMMITTEE, OF WHICH THE CEO/PRESIDENT IS NOT A MEMBER. COMPENSATION FOR OTHER MANAGEMENT AND KEY EMPLOYEES IS ALSO DETERMINED BY A WAGE ANALYSIS DONE BY AN OUTSIDE FIRM, WHICH IS DONE EVERY THREE YEARS FOR THESE EMPLOYEES. ANY INCREASES OR DECREASES ARE APPROVED DIRECTLY BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19- STATEMENTS AVAILABLE TO THE PUBLIC: THE AGENCY MAKES GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C - OVERSIGHT OF THE AUDIT PROCESS: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART III, LINE 2 - NEW PROGRAM SERVICES: THE AGENCY DEVELOPED AN OMBUDSMAN PROGRAM IN 2014. THE OMBUDSMAN PROGRAM ASSISTS SENIORS AND PEOPLE WITH DISABILITIES WHO HAVE DISCREPANCIES WITH THEIR MANAGED CARE AND HOME SERVICES. OMBUDSMEN INVESTIGATE AND RESOLVE COMPLAINTS IN AN EFFORT TO EMPOWER BENEFICIARIES AND SUPPORT THEIR ENGAGEMENT IN RESOLVING PROBLEMS THEY HAVE WITH THEIR HEALTH CARE, BEHAVIORAL SUPPORTS, AND LONG-TERM SERVICES. OMBUDSMEN ALSO ASSIST CONSUMERS IN OBTAINING AND UNDERSTANDING INFORMATION ABOUT THE BENEFITS AND SERVICES TO WHICH THEY ARE ENTITLED, AND TO COUNSEL INDIVIDUALS WHO HAVE GRIEVANCES, COMPLAINTS AND QUESTIONS ON WAIVER AND STATE AND FEDERALLY-FUNDED INSURANCE PROGRAMS.