2015-02-20T11:09:36-06:00 2014-06-30 362985770 SELDEN FOX LTD 619 ENTERPRISE DRIVE OAK BROOK IL 605238835 990 2013-07-01 320033719 CONCORDIA PLACE CONC 7734631600 3300 NORTH WHIPPLE CHICAGO IL 60618 BRENDA SWARTZ PRESIDENT/CEO 7734631600 2015-02-13 1 SCOTT DYKSHORN P00636125 6309541400 2013 2016-02-25 16:41:14Z BRENDA SWARTZ 3300 NORTH WHIPPLE CHICAGO IL 60618 4259545 0 X WWW.CONCORDIAPLACE.ORG X 2002 IL THE MISSION OF CONCORDIA PLACE IS TO CREATE INVOLVED COMMUNITIES WHERE ALL OUR NEIGHBORS CAN GATHER, LEARN, AND GROW. SINCE 1981, CONCORDIA PLACE HAS STRUCTURED ITS PROGRAMS TO ADDRESS THE NEEDS OF LOW-INCOME AND WORKING FAMILIES. OUR SLIDING SCALE TUITION MODEL, ALIGNED WITH OUR MISSION, ELIMINATES ECONOMIC SEGREGATION AND ALLOWS CHILDREN TO THRIVE AS A RESULT OF ECONOMIC, ETHNIC AND FAITH DIVERSITY. IN 2006, WE UNDERWENT A MAJOR EXPANSION FROM A SINGLE CHILD CARE CENTER IN CHICAGO'S NORTH CENTER COMMUNITY TO A MULTI-SITE ORGANIZATION WHICH ALSO SERVES AVONDALE, LOGAN SQUARE, IRVING PARK, ALBANY PARK, AND OTHER SURROUNDING COMMUNITIES. 16 14 103 50 0 0 923695 1125511 3239859 2951080 7321 5572 39344 117765 4210219 4199928 0 0 0 0 2808895 2854679 0 0 300948 1274669 1369688 4083564 4224367 126655 -24439 2230908 2165284 571913 530728 1658995 1634556 X CONCORDIA PLACE IS A FAITH BASED, NON-PROFIT ORGANIZATION WITH A MISSION TO "CREATE INVOLVED COMMUNITIES WHERE ALL OUR NEIGHBORS CAN GATHER, LEARN, AND GROW." WE OFFER CHILDCARE, AFTER-SCHOOL CARE, AN EMERGING LEADERS TEEN PROGRAM AND A SENIOR WELLNESS PROGRAM. WE ARE A MULTIGENERATIONAL PLACE WHERE VARIED ECONOMIC, ETHNIC, RACIAL, AND FAITH BACKGROUNDS COME TOGETHER IN AN ATMOSPHERE OF MUTUAL APPRECIATION AND RESPECT. 0 0 3058996 2952243 SEELEY AND WHIPPLE CHILDRENS PROGRAMSCONCORDIA PLACE IS A VIBRANT NONPROFIT WITH PROACTIVE SOLUTIONS TO KEY SOCIAL NEEDS. OUR FOCUS IS GROWTH AND OPPORTUNITY THROUGH ECONOMICALLY INCLUSIVE EARLY CHILDHOOD, TEEN LEADERSHIP AND SENIOR WELLNESS PROGRAMS.CONCORDIA PLACE OPENS ITS DOORS 7 A.M. UNTIL 6 P.M. YEAR-ROUND. OUR TWO CHILD CARE CENTERS, AT 3855 N. SEELEY AND AT 3300 N. WHIPPLE IN CHICAGO, PROVIDE HIGH-QUALITY EDUCATIONAL PROGRAMS AND SERVE FAMILIES REGARDLESS OF THEIR INCOME WITH A SLIDING SCALE TUITION STRUCTURE AND WEEKLY PAYMENTS, RATHER THAN ADVANCE PAYMENT FOR EACH SEMESTER. ACROSS OUR TWO CENTERS, WE SERVED 354 CHILDREN 6 WEEKS TO 12 YEARS OLD. ALMOST 70% OF THE CHILDREN ARE MINORITY AND 40% ARE RAISED IN SINGLE-PARENT HOMES. SEVENTY PERCENT OF OUR FAMILIES ARE SUBSIDIZED THROUGH STATE PROGRAMS, CONCORDIA SCHOLARSHIPS, OR OUR SLIDING TUITION SCALE. THE EARLY LEARNING (6 WEEKS - 36 MONTHS) AND PRESCHOOL (3-5 YEARS) PROGRAMS AT BOTH OF OUR CENTERS ARE ACCREDITED BY THE NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (NAEYC), A RIGOROUS, VOLUNTARY PROCESS THAT HAS BECOME THE BENCHMARK OF QUALITY IN PRESCHOOL AND EARLY LEARNING. WHILE MANY FAMILIES MAY INITIALLY CONTACT US BASED ON OUR AFFORDABLE, YEAR-ROUND CARE, THEY ARE IMPRESSED WITH THE EXCELLENCE IN EDUCATION THAT WE PROVIDE. OUR PROGRAMS EMPHASIZE EACH CHILD'S OVERALL DEVELOPMENT. OUR TEACHERS HAVE DEGREES IN EDUCATION, EARLY CHILDHOOD EDUCATION, OR CHILD DEVELOPMENT. WE MEET OR EXCEED STATE REQUIRED STAFF-CHILD RATIOS. WE USE TEACHER-DIRECTED AND CHILD-INITIATED ACTIVITIES THAT BUILD BOTH MENTAL AND MOTOR ABILITIES, TEACH SOCIAL SKILLS, ENCOURAGE POSITIVE SELF IMAGES, AND DEVELOP SELF-DISCIPLINE. WE USE A DEVELOPMENTALLY APPROVED CURRICULUM AND FOLLOW THE ILLINOIS EARLY LEARNING STANDARDS. IN ADDITION, LEARNING THROUGH PLAY, ALONG WITH PARENT INVOLVEMENT ACTIVITIES, ARE KEYSTONES OF OUR CHILDREN'S PROGRAMS. STUDENT PROGRESS IS DOCUMENTED BY CHICAGO PUBLIC SCHOOLS TEACHER ASSESSMENTS UTILIZING TEACHING STRATEGIES GOLD, AND PARENT SURVEYS. AT CONCORDIA, CHILDREN WHO MIGHT HAVE BEEN AT RISK OF ACADEMIC FAILURE ARRIVE AT KINDERGARTEN PREPARED FOR FUTURE ACADEMIC SUCCESS.IN OUR AFTER SCHOOL AND SUMMER CAMP WE SERVED 123 CHILDREN AGES 6-12 THIS PAST YEAR. IN THESE PROGRAMS, MORE THAN 70% OF THE CHILDREN SERVED ARE MINORITY AND ALMOST 54% ARE BEING RAISED IN SINGLE-PARENT HOUSEHOLDS. NINETY PERCENT OF OUR AFTER SCHOOL AND SUMMER CAMP PARTICIPANTS COME FROM LOW-INCOME FAMILIES. OUR PROGRAM IS ALIGNED WITH ILLINOIS LEARNING STANDARDS AND SUPPORTS: READING AND WRITING, SCIENCE, MATH, SOCIAL STUDIES AND THE ARTS, WHILE ALSO OFFERING OPPORTUNITIES FOR PHYSICAL FITNESS AND HEALTHY NUTRITION. THE EMPHASIS ON LEARNING STANDARDS IS TAUGHT THROUGH FUN, RECREATIONAL ACTIVITIES. AFTER SCHOOL PARTICIPANTS, AT AGE 13, CAN THEN TRANSITION INTO THE EMERGING LEADERS TEEN PROGRAM.AT OUR WHIPPLE CENTER, LOCATED IN THE AVONDALE COMMUNITY, 70% OF FAMILIES IN OUR LICENSED PROGRAMS ARE SUBSIDIZED THROUGH OUR SLIDING SCALE TUITION PROGRAM AND/OR DHS ACTION FOR CHILDREN SUBSIDIES, AND 55% OF THE HOUSEHOLDS EARN LESS THAN $26,000 A YEAR. SIXTY-FOUR PERCENT OF THE CHILDREN ARE MINORITIES. WE ARE LICENSED FOR 56 CHILDREN AGES 6 WEEKS TO 3 YEARS IN OUR EARLY LEARNING PROGRAM, 100 PRESCHOOLERS AGES 3-5 YEARS, AND 50 SCHOOL-AGE CHILDREN IN OUR SUMMER CAMP AND AFTER SCHOOL PROGRAM. AT OUR SEELEY CENTER, LOCATED IN THE NORTH CENTER COMMUNITY, 48% OF FAMILIES IN OUR LICENSED PROGRAMS ARE SUBSIDIZED THROUGH OUR SLIDING SCALE TUITION PROGRAM AND/OR DHS ACTION FOR CHILDREN SUBSIDIES; 30% OF THE HOUSEHOLDS EARN LESS THAN $26,000 PER YEAR. THIRTY-FIVE PERCENT OF OUR CHILDREN ARE MINORITIES. WE ARE LICENSED FOR 93 CHILDREN. 315368 9304 COMMUNITY PROGRAMS -EMERGING LEADERS (TEEN PROGRAMS):THE EMERGING LEADERS PROGRAM HELPS TEENS AGES 13-18 FROM LOW-INCOME AND WORKING POOR FAMILIES IN THE AVONDALE AND SURROUNDING COMMUNITIES TRANSITION INTO ADULTHOOD WHILE KEEPING THEM OFF THE STREETS AND SAFE FROM GANG ACTIVITY. THE PROGRAM ENGAGES TEENS IN DEVELOPING LEADERSHIP SKILLS THAT BUILD SELF-CONFIDENCE TO HELP THEM DEAL WITH LIFE CHOICES AND CHALLENGES. TEENS HAVE OPPORTUNITIES FOR SELF-DISCOVERY AND PERSONAL ACHIEVEMENT, DEVELOPMENT OF TEAMWORK AND LEADERSHIP SKILLS, AND STIMULATE A COMMITMENT TO COMMUNITY SERVICE. OUR COMMITMENT TO ECONOMIC AND ETHNIC DIVERSITY IS EVIDENT IN EMERGING LEADERS WHERE NEARLY 80% ARE MINORITY, PRIMARILY LATINO, AND OVER 75% ARE FROM LOW-INCOME FAMILIES. EMERGING LEADERS HAS GROWN FROM SERVING 45 TEENS FROM 12 SCHOOLS IN FY2010 TO NOW PROVIDING SERVICE TO 125 TEENS REPRESENTING 32 AREA SCHOOLS. OUR TEN-WEEK SUMMER PROGRAM MEETS FIVE DAYS A WEEK FOR SIX HOURS EACH DAY. DURING THE SCHOOL YEAR, EMERGING LEADERS MET FOUR DAYS/WEEK (M-TH) FOR THREE HOURS A DAY. THROUGH GRANTS FROM AFTER SCHOOL MATTERS AND OTHER FUNDERS, WE OFFERED 65 PAID INTERNSHIPS, PROVIDING EVEN GREATER GROWTH AND LEADERSHIP OPPORTUNITIES. THE PRIMARY INITIATIVE OF EMERGING LEADERS IS SPROUTING OUT. ONE COMPONENT OF THE PROGRAM IS THE DEVELOPMENT AND DISTRIBUTION OF A FULL LINE OF SUSTAINABLY GROWN AND LOCALLY MADE PRODUCTS SUCH AS SOAPS, SHEA BALMS AND BATH SALTS WHICH ARE SOLD ON CONCORIDA PLACE'S WEBSITE AND DURING EVENTS. THE TEENS ALSO USE SOCIAL MEDIA TO RECRUIT MORE MARKET VENDORS AND CUSTOMERS. THIS YEAR THE TEENS STARTED A BUY ONE, GIVE ONE PROJECT. FOR EACH PRODUCT THAT IS SOLD, THE TEENS WOULD DONATE A SIMILAR PRODUCT TO A LOCAL TEEN HOMELESSNESS ORGANIZATION.THE SPROUTING OUT SOCIAL ENTREPRENEURS PROJECT ENGAGES TEENS IN SERVICE-LEARNING ACTIVITIES THAT TEACH SKILLS OF: ENTREPRENEURIAL INNOVATION, MONEY MANAGEMENT, CREATIVITY, NETWORKING, RESPONSIBLE BUSINESS PRACTICES AND STRATEGIES, CREATING SOCIAL CAPITAL, FISCAL RESPONSIBILITY AND SUSTAINABILITY; ALL USED TO ACHIEVE THE PROJECT'S GOALS. THE TEEN PROGRAM RECEIVED THE ILLINOIS AFTERSCHOOL NETWORK BEST PRACTICE PROGRAM AWARD IN 2014. ENGLISH AS A SECOND LANGUAGE:FOR ADULTS WHO ARE LINGUISTICALLY ISOLATED, WE HAVE PARTNERED WITH NEARBY TRUMAN COLLEGE TO PROVIDE ADULT ENGLISH AS A SECOND LANGUAGE (ESL) CLASSES. WE HELD FOUR 16-WEEK SESSIONS THIS YEAR AND SERVED 90 ADULTS IN CLASSES THAT MEET TWO TIMES WEEKLY.SENIOR WELLNESS AND FITNESS:CONCORDIA PLACE'S SENIOR WELLNESS IS A CONTINUUM OF PREVENTIVE HEALTH SERVICES THAT ADDRESS THE PHYSICAL, SPIRITUAL, EDUCATIONAL AND SOCIAL WELL-BEING NEEDS OF THE AGING IN CHICAGO'S AVONDALE AND SURROUNDING COMMUNITIES. OUR SENIOR PROGRAM OBJECTIVES ARE: TO IMPROVE SOCIAL INTERACTION TO REDUCE LINGUISTIC AND PHYSICAL ISOLATION FOR SENIORS, CONNECT SENIORS TO WELLNESS OPTIONS AND SOCIAL SERVICES AVAILABLE TO THEM, AND HELP SENIORS REMAIN INDEPENDENT ENOUGH TO STAY IN THEIR HOMES. THE FITNESS PROGRAM FOCUSES ON THE PHYSICAL AND SOCIAL NEEDS OF SENIORS AND INCLUDES A GENTLE STRENGTHENING CARDIO WORKOUT, YOGA, AND TAI CHI FROM THE ARTHRITIS FOUNDATION. SENIORS HAVE HEALTHY, NUTRITIOUS LUNCHES WHICH FOR SOME MAY BE THEIR ONLY HOME-COOKED MEALS EACH WEEK. BECAUSE MANY OF THE PARTICIPANTS ARE UNABLE TO PAY, WE OFFER THIS PROGRAM AT NO CHARGE. IN FY 2014, THIS PROGRAM SERVICED 31 SENIORS. FRIENDLY VISITORS: LAUNCHED IN THE FALL OF 2009, OUR FRIENDLY VISITOR PROGRAM SERVED 27 SENIORS IN FY 2014 WITH SIMPLE ERRANDS SUCH AS SHOPPING, TRANSPORTATION TO MEDICAL APPOINTMENTS AND TO OUR PROGRAM, AND PHONE AND MAIL SUPPORT. OUR CORE OF 10 COMMITTED VOLUNTEERS HAS PROVIDED AREA SENIORS WITH 559 INDIVIDUAL SERVICES. MOST IMPORTANTLY, THIS PROGRAM PROVIDES ISOLATED SENIORS AND THEIR VOLUNTEERS WITH SUPPORT AND FRIENDSHIP. 3374364 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 103 1 0 0 0 0 0 1 1 0 0 0 0 X 16 14 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X BRENDA SWARTZ 7734631600 3300 NORTH WHIPPLE CHICAGO IL 60618 REVEREND NICHOLAS ZOOK CHAIR 15.00 X X 0 88806 24800 BRENDA SWARTZ PRESIDENT/CEO 40.00 X X 136962 0 3852 DAN FORMELLER VICE PRESIDENT 2.00 X X 0 0 0 SCOTT WATSON SECRETARY 2.00 X X 0 0 0 ANDREW WATERS TREASURER 2.00 X X 0 0 0 BRAD BAIOCCHI DIRECTOR 2.00 X 0 0 0 THE REVEREND KATHIE BENDER SCHWICH DIRECTOR 2.00 X 0 0 0 KIM BOIKE DIRECTOR 2.00 X 0 0 0 MARK CROLL DIRECTOR 2.00 X 0 0 0 NICOLE DALESANDRO DIRECTOR 2.00 X 0 0 0 KRISTA HALLBERG KAPP DIRECTOR 2.00 X 0 0 0 CYNTHIA HALVERSON DIRECTOR 2.00 X 0 0 0 NANCY HEAP DIRECTOR 2.00 X 0 0 0 ANDREW LAPP DIRECTOR 2.00 X 0 0 0 DAVID PINKERTON DIRECTOR 2.00 X 0 0 0 EVA ROBY DIRECTOR 2.00 X 0 0 0 136962 88806 28652 1 0 0 0 0 23715 682544 419252 36710 1125511 TUITION AND FEES 624410 2951080 2951080 2951080 5572 5572 151517 23715 55423 96094 96094 6961 4194 2767 2767 MISCELLANEOUS 900099 18904 10467 8437 18904 4199928 2961547 0 112870 165101 90806 47565 26730 2421484 1986089 276710 158685 268094 211227 45407 11460 24667 15903 3335 5429 204922 155677 14299 34946 44165 42665 1119 381 39448 21922 9139 8387 21805 16451 3453 1901 285680 221757 63923 1405 479 522 404 15229 15229 111985 100786 11199 13028 10748 2280 FOOD 155331 154060 1271 JANITORIAL SERVICES 90117 82778 7329 10 EDUCATION SUPPLIES 89413 89413 FACILITY EQUIPMT &MAINT 83893 68831 15036 26 188600 89543 46468 52589 4224367 3374364 549055 300948 197338 138154 1124975 706159 31709 177692 64171 116217 14606 10756 1729972 713666 798109 1016306 2230908 2165284 152901 138148 97679 108153 321333 284427 571913 530728 X 1619499 1442250 39496 192306 1658995 1634556 2230908 2165284 -24439 0 X X 0 1 X 1 0 X 885462 787045 725239 923695 1125511 4446952 885462 787045 725239 923695 1125511 4446952 4446952 10775 8572 9758 7321 5572 41998 15426 13509 9918 21157 18904 78914 4567864 15538979 0.97350 0.96770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1149526 252416 897110 580446 461250 119196 1016306 NOTE PAYABLE TO CONCORDIA LUTHERAN CHURCH 284427 284427 4259545 59617 59617 4199928 0 4199928 4283984 59617 59617 4224367 0 4224367 PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES, FROM PART VIII, LINE 8B 55,423. DIRECT GAMING ACTIVITY EXPENSE, FROM PART VIII, LINE 9B 4,194. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES, FROM PART VIII, LINE 8B 55,423. DIRECT GAMING ACTIVITY EXPENSE, FROM PART VIII, LINE 9B 4,194. DINNER/AUCTION FUNDRAISER 151435 23715 127720 23715 27086 BREW FEST 9217 9217 2124 4 14580 14580 2498 175232 23715 151517 23715 31708 55423 96094 X SMALL MISCELL 110 36710 FAIR VALUE OF DONATI 0 0 0 FORM 990, PART VI, SECTION A, LINE 7B THE CONGREGATIONAL COUNCIL OF CONCORDIA LUTHERAN CHURCH HAS VETO POWER OVER AMENDMENTS TO THE CONCORDIA PLACE BYLAWS OR ARTICLES OF INCORPORATION AS WELL AS PLANS FOR MERGERS, RESTRUCTURING, DISSOLUTION, AND ACQUISITION/OR DISPOSAL OF REAL PROPERTY. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS IS INFORMED WHEN THE FORM 990 IS COMPLETE AND AVAILABLE FOR REVIEW. A COPY IS MADE AVAILABLE TO ANY BOARD MEMBER WHO REQUESTS IT. FORM 990, PART VI, SECTION B, LINE 12C OUR CONFLICT OF INTEREST POLICY IS PART OF OUR BOARD POLICY MANUAL. WHEN MEMBERS JOIN THE BOARD, THEY RECEIVE A COPY OF THE POLICY MANUAL AND SIGN A CONFLICT OF INTEREST STATEMENT AND LIST POSSIBLE AREAS OF CONFLICT. ANNUALLY, ALL MEMBERS REVIEW AND SIGN THE STATEMENT OF UNDERSTANDING. CONFLICTS OF INTEREST ARE MONITORED WITH EACH VOTING ACTION BY THE BOARD. MEMBERS HAVING A CONFLICT OF INTEREST ON AN ISSUE RECUSE THEMSELVES FROM VOTING ON THAT ISSUE. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT/CEO COMPENSATION WAS ESTABLISHED AFTER A REVIEW OF COMPENSATION PAID BY SIMILAR-SIZED ORGANIZATIONS AND THOSE UNDERGOING EXPANSION. ON-LINE SALARY SURVEYS WERE ALSO REFERENCED. INITIAL COMPENSATION OF THE PRESIDENT/CEO WAS APPROVED BY THE BOARD OF DIRECTORS, WHICH ANNUALLY REVIEWS COMPENSATION DURING THE BUDGETING PROCESS. OUR BOARD CHAIR IS ALSO THE PASTOR OF CONCORDIA LUTHERAN CHURCH. THE CHURCH DETERMINES AND PAYS THE PASTOR'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE ANNUAL REPORT WILL BE AVAILABLE ON OUR WEBSITE, AND FULL FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OVERSIGHT AND ACCOUNTANT SELECTION PROCESS HAS NOT CHANGED SIGNIFICANTLY FROM THE PRIOR YEAR. CONCORDIA LUTHERAN CHURCH 3855 NORTH SEELEY CHICAGO IL 60618 313108381 CHURCH IL 501(C)(3) LINE 1 N/A 0 0 0 1 0 1 0 0 0 0 0 1 0 1 0 1 1 0 0 0 CONCORDIA LUTHERAN CHURCH E 284427 NOTE PAYABLE CONCORDIA LUTHERAN CHURCH K 189595 LEASE AGREEMENTS