2015-02-12T10:41:20-07:00 2014-06-30 990 2013-07-01 362167004 CHICAGO HISTORICAL SOCIETY CHIC 3126424600 1601 N Clark Street Chicago IL 60614 Cheryl Obermeyer VP of Finance 3127992120 2015-02-12 2013 2016-02-25 16:41:14Z Gary T Johnson 1601 N Clark Street Chicago IL 60614 37714546 0 X www.chicagohistory.org X 1857 IL We share Chicago's stories, serving as a hub of scholarship and learning, inspiration and civic engagement. 55 55 126 110 1352234 7111994 7608983 1022816 1136009 4608734 4986032 1922421 1964973 14665965 15695997 0 0 0 0 5900337 6256480 0 24465 1469803 9387192 8861859 15287529 15142804 -621564 553193 117415076 124446826 61775782 62487696 55639294 61959130 The Chicago Historical Society collects, exhibits, and interprets documents, images and artifacts related to the history of metropolitan Chicago and the United States. The mission statement is "We share Chicago's stories, serving as a hub of scholarship and learning, inspiration and civic engagement". 0 0 7650718 0 903563 EDUCATION AND AUDIENCE-The museum engages audiences as collaborators, storytellers, and supporters of history. The museum facilitates dialogue among our visitors. It organizes and presents school programs. We provided 63 teacher workshops that assist with the development of curriculum for students. These programs were attended by 2,310 teachers. The institution pursues these areas through audience development and strives to encourage program participation with families, young adults, our members and schools. The museum seeks to give context to the history for all audiences to better represent the people, places, events and experiences of Chicago. In FY14 62,236 K-12 students visited the museum, along with more than 249,818 visitors, we provide adult education programs, film screenings and public history tours of the many areas of City of Chicago. We have created online resources on many history topics including "Facing Freedom Challenges to Democracy", "Sensing Chicago" and the "Great Chicago Fire". The museum also served nearly 2,000 students through our off-site Park Voyagers program that we coordinate at Chicago Park District's field houses through out the city. 2346008 0 291631 COLLECTIONS AND RESEARCH The museum seeks to utilize the museum's premier collections, including our unparalleled collection of Abraham Lincoln materials. The institution seeks to discover the power of the original historical materials and to improve access and maximize the collections. It allows people to engage and make a personal connection to history and the artifacts represented. It makes these materials available to the public through multiple platforms, such as our archives, library and on line resource. The museum's 22 million collection is a treasured history collection. It includes the second largest costume collection in the world, the Hedrich Blessing photography collection, a Betsy Ross flag, and the complete oral library of Studs Terkel interviews, which we are now in the process of a digitization project on those stories. Efforts are ongoing to photograph, digitize and catalogue the collection to make it more accessible to visitors, students, and researchers. The Research Center has served more than 8,195 patrons in FY14. The museum provides digital access for 2 million annual online users. The Research Center is a resource for the Chicago History Fair, this is annual event for participants to compete in the National History Day. There were 32 entries and 8 of the students are from Illinois. 913722 0 0 EXHIBITS The key component of an exhibit is communicating Chicago's stories to our visitors. To provide the stories in multiple languages in the exhibition text panels along with photos, videos and the historic artifacts. These enable the visitor to explore the concepts of history. The exhibits are designed, fabricated and installed so that our audience is interpreting and interacting in history. In addition to our permanent exhibitions such as "Chicago: Crossroads of America" and "Lincoln's Chicago" and the Diorama Hall. The history museum presents topical exhibitions that focus on the stories of Chicago's many diverse communities. FY2014 exhibitions included "50 Years of Ebony-Fashion Fair", "Unexpected Chicago", "Vivian Maier's Chicago", "Siam: The Queen and the White City", "American Heroes: The Nisei Congressional Medal of Honor" and "Railroaders: Jack Delano's Homefront Photography". 0 0 0 The museum administration nears completion of the Master Plan and Strategic Planning process which has included national and industry leaders and Chicago History Museum stakeholders. 0 0 0 10910448 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 1 1 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 55 0 1 126 1 1 1 0 0 0 0 0 X 55 55 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X Cheryl Obermeyer 3127992120 1601 N Clark Street Chicago IL 60614 James L Alexander Trustee-First Vice Chair 0 0 X 0 0 0 Bradford L Ballast Trustee 0 0 X 0 0 0 Lerone Bennett Trustee 0 0 X 0 0 0 David H Blake Trustee 0 0 X 0 0 0 Matthew Blakely Trustee 0 0 X 0 0 0 Phillip D Block III Trustee 0 0 X 0 0 0 David P Bolger Trustee 0 0 X 0 0 0 Laurence O Booth Trustee 0 0 X 0 0 0 Denise Cade Trustee 0 0 X 0 0 0 Walter C Carlson Trustee-Secretary 0 0 X 0 0 0 Alison Campbell de Frise Trustee 0 0 X 0 0 0 Stanley J Calderson Trustee 0 0 X 0 0 0 Warren K Chapman Trustee 0 0 X 0 0 0 Paul J Carbone Trustee 0 0 X 0 0 0 John W Croghan Trustee 0 0 X 0 0 0 Keith Crandall Trustee 0 0 X 0 0 0 Patrick F Daly Trustee 0 0 X 0 0 0 Patrick W Dolan Trustee 0 0 X 0 0 0 Stewart S Dixon Trustee 0 0 X 0 0 0 Paul H Dykstra Trustee 0 0 X 0 0 0 Michael H Ebner Trustee 0 0 X 0 0 0 T Bondurant French Trustee-Chair 0 0 X 0 0 0 Timothy J Gilfoyle Trustee 0 0 X 0 0 0 Sallie L Gaines Trustee 0 0 X 0 0 0 Sharon Gist Gilliam Trustee 0 0 X 0 0 0 Mary Lou Gorno Trustee 0 0 X 0 0 0 Barbara A Hamel Trustee 0 0 X 0 0 0 M Hill Hammock Trustee 0 0 X 0 0 0 David D Hiller Trustee-Second Vice Chair 0 0 X 0 0 0 Susan S Higinbotham Trustee 0 0 X 0 0 0 Tobin E Hopkins Trustee-Treasurer 0 0 X 0 0 0 Dennis H Holtschneider Trustee 0 0 X 0 0 0 Phillip W Hummer Trustee 0 0 X 0 0 0 Henry H Howell Trustee 0 0 X 0 0 0 Cheryl L Hyman Trustee 0 0 X 0 0 0 Nena Ivon Trustee 0 0 X 0 0 0 Daniel S Jaffee Trustee 0 0 X 0 0 0 Richard M Jaffee Trustee 0 0 X 0 0 0 Edgar D Jannotta Trustee 0 0 X 0 0 0 Falona Joy Trustee 0 0 X 0 0 0 Randye A Kogan Trustee 0 0 X 0 0 0 Barbara Kipper Trustee 0 0 X 0 0 0 Judith Konen Trustee 0 0 X 0 0 0 W Paul Krauss Trustee 0 0 X 0 0 0 Fred A Krehbiel Trustee 0 0 X 0 0 0 Michael Kupetis Trustee 0 0 X 0 0 0 Joseph H Levy Jr Trustee 0 0 X 0 0 0 Robert C Lee Trustee 0 0 X 0 0 0 Josephine Louis Trustee 0 0 X 0 0 0 Paul R Lovejoy Trustee 0 0 X 0 0 0 R Eden Martin Trustee 0 0 X 0 0 0 Josephine Baskin Minow Trustee 0 0 X 0 0 0 Robert Meers Trustee 0 0 X 0 0 0 Timothy P Moen Trustee 0 0 X 0 0 0 Ralph G Moore Trustee 0 0 X 0 0 0 Erica Meyer Trustee 0 0 X 0 0 0 Michael A Nemeroff Trustee 0 0 X 0 0 0 Potter Palmer Trustee 0 0 X 0 0 0 Bridget M Reidy Trusteee 0 0 X 0 0 0 John W Rowe Trustee-Chair Emeritus 0 0 X 0 0 0 Jesse H Ruiz Trustee 0 0 X 0 0 0 Joseph Seliga Trustee 0 0 X 0 0 0 Gordon I Segal Trustee 0 0 X 0 0 0 Larry Selander Trustee 0 0 X 0 0 0 Paul L Snyder Trustee 0 0 X 0 0 0 Margaret Snorf Trustee 0 0 X 0 0 0 Samuel J Tinaglia Trustee 0 0 X 0 0 0 Ali Velshi Trustee 0 0 X 0 0 0 Jeffrey W Yingling Trustee 0 0 X 0 0 0 Gail Ward Trustee 0 0 X 0 0 0 Gary T Johnson President 35 0 X 345552 0 30715 Russell L Lewis Executive Vice President 35 35 X 206444 0 7519 Cheryl Obermeyer Vice President of Finance 35 35 X 142137 0 12689 694133 0 50923 3 0 1 0 W B Olson 3235 Arnold Road Northbrook IL 60062 General Contractor 761489 Eurest 4700 N Oketo Harwood Heights IL 60706 Cleaning Services 239728 0 508956 540540 0 2507031 4052456 0 7608983 Admissions/Programs 900099 903563 903563 0 0 Rights and reproductions 900099 232446 232446 0 0 0 0 0 0 1136009 657898 659650 -1752 0 0 0 0 0 0 0 0 0 895657 0 0 0 895657 0 895657 0 895657 0 26116669 0 21788535 0 4328134 0 4328134 4328134 0 0 152460 540540 143520 8940 0 8940 544823 86494 458329 0 458329 0 Cafe Services 722310 418041 418041 0 0 Museum Store 453220 61880 61880 0 0 Collections 900099 122126 122126 0 0 0 0 0 0 602047 15695997 6725840 1352234 8940 0 0 0 0 0 0 0 0 694133 206444 314913 172776 0 0 0 0 4281631 3520092 637335 124204 212033 122972 82224 6837 728070 635826 52822 39422 340613 271117 48158 21338 0 0 0 0 0 0 0 0 52605 0 52605 0 0 0 0 0 24465 24465 520882 0 520882 0 1356662 982932 106830 266900 521780 521780 0 0 224230 81353 13096 129781 104068 60102 10122 33844 0 0 0 0 1295873 920070 233257 142546 21063 15661 3427 1975 0 0 0 0 41641 32413 8654 574 1807718 1283480 325389 198849 0 0 0 0 1722678 1223102 310082 189494 186094 132127 33497 20470 Debt Service 398738 398738 0 0 Exhibit Designs and publications 265309 265309 0 0 Collections and conservation 120198 120198 0 0 222320 116732 9260 96328 15142804 10910448 2762553 1469803 0 0 2628645 1370209 564747 2650771 3277054 101559 0 0 0 0 0 0 30771 25147 170358 179694 64580500 34747758 30059260 29832742 0 55297309 75207536 26068257 0 0 0 0 5476705 8921138 117415076 124446826 933280 1003545 0 0 366696 438062 50975000 50975000 0 0 0 0 0 0 0 0 9500806 10071089 61775782 62487696 X 41969275 45921900 1355058 3160812 12314961 12876418 55639294 61959130 117415076 124446826 X 553193 6664149 0 -890887 0 -6619 X 1 X 1 X 1 0 X 4301312 3079373 5126705 5072726 5365281 22945397 2015402 1846851 1783092 1734746 1745981 9126072 0 0 0 0 0 0 6316714 4926224 6909797 6807472 7111262 32071469 1 32071468 966649 1006286 831442 498834 342961 3646172 0 0 0 0 0 0 0 373290 609929 591966 602047 2177232 37894873 0 0.84633 0.83533 X Schedule A, Part II, Line 10 Other income is from café services, collections and museum store. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X X X 0 7740228 10250 975804 0 380094 0 8346188 7318063 100000 678609 0 356444 0 7740228 7492373 350000 -136741 0 387469 0 7318163 6967021 0 992796 0 467444 0 7492373 6720427 0 712074 0 465480 0 6967021 0.85 0.15 0 1 0 0 1 1 0 47608752 27136988 20471764 0 0 0 0 0 15853505 0 15853505 0 1118242 7610770 -6492528 29832742 0 F 0 F Private equity limited partnerships 4215022 F Hedge Funds 16681942 F Real Estate (REIT) 5171293 F 26068257 Non-current affiliate loan receivable 2718167 Deferred debt issuance cost 438675 Beneficial interests in perpetual trusts 5594296 Affiliate loans receivable, current portion 170000 8921138 0 Interest rate swap agreement 10071089 10071089 X 15695997 0 0 0 0 0 15695997 0 0 0 15695997 15142804 0 0 0 0 0 15142804 0 0 0 15142804 Schedule D, Part III, Line 1 Schedule D Part III line 1 The Chicago Historical Society's permanent collections, which were acquired through purchases and contributions from benefactors since the inception are not recognized as assets on the statement of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which items are acquired. Proceeds from deaccessions or insurance recoveries are reflected as increases in the net asset class. The collections are held for educational, research and historical purposes. The items are cataloged, preserved and cared for, along with routine assessments of their condition. Schedule D, Part III, Line 4 The mission statement is "We share Chicago's stories, serving as a hub of scholarship and learning, inspiration and civic engagement". Schedule D, Part V, Line 4 To provide a predictable stream of funding to the programs supported by the endowment while seeking to maintain the purchasing power of the endowment assets for the future. Schedule D, Part X, Line 2 The organization I exempt from income taxes under the Internal Revenue Code (IRC) Section 501 (c) (3). The adoption of this guidance did not have an impact on the Chicago Historical Society's financial statements. 1 Canpbell & Company 1 E Wacker Drive Suite 2100 Chicago IL 60601 Develop capital campaign for the organization 0 0 24465 -24465 0 24465 -24465 All States Making History Awards 693000 540540 152460 0 0 62623 0 80897 0 0 0 693000 540540 152460 0 0 62623 0 80897 0 143520 8940 0 0 0 0 0 0 0 0 0 Gary T Johnson President 320551 0 25000 0 10200 0 0 0 20515 0 376266 0 0 0 Russell L Lewis Executive Vice President 191444 0 15000 0 7519 0 0 0 0 0 213963 0 0 0 Cheryl Obermeyer Vice President of Finance 132137 0 10000 0 5415 0 0 0 7274 0 154826 0 0 0 A Illinois Finance Authority 861091967 45200Bxs2 2006-02-09 50975000 capital construction 0 0 0 A 0 0 50975000 0 0 0 498494 0 50576506 50975000 0 0 2006 1 0 1 1 A 0 0 0 0 0 0 0 1 0 1 A 1 1 0 0 0 1 X 93 0 0 0 0 1 0 Schedule M, Part I, Line 33 The organization reports a zero amount on the form 990 Part VIII, Line G because it did not capitalize its collection as allowed under SFAF 116 Form 990, Part VI, Section A, Line 2 There are two trustees who do have a family member on the Board. However, they act independently and each trustee does submit an annual conflict of interest statement. There have been no reports of a conflict in their individual roles on the Board. The Trustee family relationship is a father/son. Form 990, Part VI, Section B, Line 11b The completed 990 and the supporting schedules were provided and distributed to members of the Finance and Audit Committee for review and approval. The 990 is distributed to the Board of Trustees. Each trustee was requested to review the material. All comments are directed to the Vice President of Finance. Form 990, Part VI, Section B, Line 12c The Code of Ethics and the Whistler Blower Policy are provided to all trustees, employees, volunteers. The policies are available on the museum's intranet for easy access. The Whistle Blower policy accepts complaints from all sources. It provides that there is no harassment, retaliation or adverse employment consequences for the person who in good faith reports a violation. Form 990, Part VI, Section B, Line 15 The Board of Trustees with the Executive Committee are responsible for the annual review of compensation of the organizations officers. The Board evaluates performance on many components, including goals, comparable market salary data and then document the decision and recommendation. A similar process is completed for key employees with the President's review of individuals performance evaluations as an additional criteria related to compensation. Form 990, Part VI, Section C, Line 19 The organizations audited financial statements, recognition of exemption and governing documents are available upon request. The annual report(s) are available on the museum's website which is available to the general public. Form 990, Part XI, Line 9 Interest rate swap agreement ($570,283), change in split interest rate agreement ($563,664)