2014-10-27T17:48:44-05:00 2013-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2013-01-01 366144362 CHICAGO ARCHITECTURE FOUNDATION CHIC 3129223432 224 SOUTH MICHIGAN AVE CHICAGO IL 60604 LYNN OSMOND PRESIDENT AND CEO 3129223432 2014-10-27 1 LU ANN TRAPP P01506476 3122071040 2014-10-27 2013 2015-11-30 17:44:51Z LYNN OSMOND 224 SOUTH MICHIGAN AVE CHICAGO IL 60604 15422058 0 X WWW.ARCHITECTURE.ORG X 1966 IL ADVANCE PUBLIC KNOWLEDGE AND APPRECIATION OF ARCHITECTURE. SEE SCHEDULE O.THE CHICAGO ARCHITECTURE FOUNDATION'S (CAF) MISSION IS TO INSPIRE PEOPLE TO DISCOVER WHY DESIGN MATTERS. CAF ADVANCES PUBLIC INTEREST AND EDUCATION IN ARCHITECTURE AND DESIGN, WHICH THE ORGANIZATION PURSUES THROUGH ARCHITECTURE TOURS, EXHIBITIONS, LECTURES, SPECIAL EVENTS, AS WELL AS ADULT, YOUTH AND FAMILY PROGRAMS. PROGRAMS ENHANCE APPRECIATION OF CHICAGO'S ARCHITECTURAL LEGACY, AND PROMOTE UNDERSTANDING AND ENCOURAGE DIALOGUE ABOUT HOW THE BUILT ENVIRONMENT SHAPES THE CITY'S FUTURE. 37 37 91 555 140289 9549 1953971 2428849 8912894 10068699 45969 27376 1286129 1223770 12198963 13748694 24168 24457 0 0 3699774 4052963 0 0 790702 8261576 9780202 11985518 13857622 213445 -108928 5594154 5761579 580271 892542 5013883 4869037 X THE CHICAGO ARCHITECTURE FOUNDATION'S (CAF) MISSION IS TO INSPIRE PEOPLE TO DISCOVER WHY DESIGN MATTERS. CAF ADVANCES PUBLIC INTEREST AND EDUCATION IN ARCHITECTURE AND RELATED DESIGN. THE ORGANIZATION PURSUES THIS MISSION THROUGH A COMPREHENSIVE PROGRAM OF ARCHITECTURE TOURS, EXHIBITIONS, LECTURES, SPECIAL EVENTS, AND YOUTH EDUCATION PROGRAMS, ALL DESIGNED TO ENHANCE PUBLIC AWARENESS AND APPRECIATION OF CHICAGO'S OUTSTANDING ARCHITECTURAL LEGACY.THE VISIONBECAUSE NO ART OTHER THAN ARCHITECTURE SO VIVIDLY EXPRESSES WHAT CHICAGO IS AND WHERE IT IS GOING, THE CHICAGO ARCHITECTURE FOUNDATION WILL CONTINUE TO EDUCATE THE PUBLIC TO EXPECT THE HIGHEST STANDARDS FROM CHICAGO'S BUILT ENVIRONMENT. 0 0 6997400 9880532 TOURS ARE THE HALLMARK OF THE CHICAGO ARCHITECTURE FOUNDATION, DRAWING 320,000 VISITORS FROM ALL OVER THE GLOBE BY OFFERING INSIGHTS INTO CHICAGO'S BUILDINGS, NEIGHBORHOODS, AND ENVIRONMENTS. CAF'S TOURS ARE KNOWN FOR THE HIGH QUALITY EXPERIENCE WITH 450 EXTENSIVELY TRAINED VOLUNTEER DOCENTS. ALL OF CAF'S TOURS ARE CONCEPTUALIZED, RESEARCHED, AND WRITTEN BY DOCENTS, WITH NEW OFFERINGS EACH YEAR. TOURS INCLUDE MORE THAN 90 DISTINCT WALKING, BOAT, BUS, EL AND BICYCLE TOURS AND ARE CONDUCTED 363 DAYS OF THE YEAR. 1245562 34012 CAF OFFERS EXHIBITIONS AND PUBLIC PROGRAMS ON THE SUBJECT OF ARCHITECTURE AND THE BUILT ENVIRONMENT. IN 2013, MORE THAN 127,000 PEOPLE SAW OUR EXHIBITIONS AND MORE THAN 4,000 PEOPLE ATTENDED PUBLIC PROGRAMS ON SUBJECTS SUCH AS SUSTAINABILITY, PRESERVATION, PLANNING AND DESIGN. THERE WERE MORE THAN 56 PROGRAMS OFFERED IN 2013 AND OF THESE PROGRAMS, AT LEAST 40 WERE FREE. THE THIRD ANNUAL OPEN HOUSE CHICAGO WEEKEND ATTRACTED NEW AUDIENCES TO CAF WHO WERE ENTICED BY FREE, BEHIND THE SCENES PUBLIC ACCESS TO MORE THAN 150 UNIQUE LOCATIONS ACROSS 15 CHICAGO NEIGHBORHOODS AND DOWNTOWN. MORE THAN 55,000 PEOPLE ATTENDED FROM EVERY U.S. STATE AND 71 COUNTRIES. 968411 44292 THE CAF YOUTH INITIATIVES AND CAF TEEN PROGRAMS PROVIDE PROGRAMMING AND TOURS ON THE SUBJECT OF ARCHITECTURE AND THE BUILT ENVIRONMENT, COVERING "STEAM" CURRICULUM SUBJECTS OF SCIENCE, TECHNOLOGY, ENGINEERING, ARTS & MATHEMATICS, FOR K-12 STUDENTS AND TEACHERS. CAF DIRECTLY SERVED 5,233 STUDENTS AND TEACHERS THROUGH FIELD TRIPS, WORKSHOPS, COMPETITIONS AND PRESENTATIONS, AND INDIRECTLY SERVED OVER 40,000 STUDENTS THROUGH PRINTED AND ONLINE CURRICULA FOR A TOTAL REACH OF OVER 45,000 PEOPLE. 2013 WAS THE 31ST YEAR OF THE NEWHOUSE ARCHITECTURE & DESIGN COMPETITION, ENGAGING 26 CHICAGO AREA SCHOOLS AND 850 STUDENTS. 12 STUDENTS RECEIVED PAID INTERNSHIPS TO CHICAGO ARCHITECTURE AND CONTRUCTION FIRMS. 6 STUDENTS EXPERIENCED TALIESIN, AN INTENSIVE WEEKLONG ARCHITECTURAL STUDIO PROGRAM AT THE FRANK LLOYD WRIGHT SCHOOL OF ARCHITECTURE. 2147520 24457 1020543 MUSEUM SHOP, MARKETING, MEMBERSHIP AND OTHER PROGRAM SERVICES 2147520 24457 1020543 11358893 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 124 0 1 91 1 1 1 0 0 0 0 1 1 0 0 0 0 X 37 37 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X AARON ANDERSEN 3129223432 224 SOUTH MICHIGAN AVE CHICAGO IL 60604 JOHN C PINTOZZI CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 SANDRA HELTON TREASURER 1.00 X X 0 0 0 ALVIN KATZ SECRETARY 1.00 X X 0 0 0 DIANE ATWOOD TRUSTEE 1.00 X 0 0 0 MMICHELLE BLAISE TRUSTEE 1.00 X 0 0 0 TOM BREAN TRUSTEE 1.00 X 0 0 0 JOEL M CARLINS TRUSTEE 1.00 X 0 0 0 JOHN DICIURCIO TRUSTEE 1.00 X 0 0 0 WALTER L ECKENHOFF TRUSTEE 1.00 X 0 0 0 PHILIP J ENQUIST TRUSTEE 1.00 X 0 0 0 JOAN BURNSTEIN GAND TRUSTEE 1.00 X 0 0 0 GORDON GILL TRUSTEE 1.00 X 0 0 0 BRECK HANSON TRUSTEE 1.00 X 0 0 0 WILL JOHNS TRUSTEE 1.00 X 0 0 0 KURT KARNATZ TRUSTEE 1.00 X 0 0 0 THOMAS KERWIN TRUSTEE 1.00 X 0 0 0 CARLOS MARTINEZ TRUSTEE 1.00 X 0 0 0 BRIAN A MCCARTHY TRUSTEE 1.00 X 0 0 0 DORRI MCWHORTER TRUSTEE 1.00 X 0 0 0 ROBIN MCCOWN TRUSTEE 1.00 X 0 0 0 RICK MURRAY TRUSTEE 1.00 X 0 0 0 CATHERINE ODELBO TRUSTEE 1.00 X 0 0 0 RICHARD OLSEN TRUSTEE 1.00 X 0 0 0 RAJEN RUPARELL TRUSTEE 1.00 X 0 0 0 JULIA STASCH TRUSTEE 1.00 X 0 0 0 STEVEN GM STEIN TRUSTEE 1.00 X 0 0 0 JOHN SYVERTSEN TRUSTEE 1.00 X 0 0 0 JILL TANZ TRUSTEE 1.00 X 0 0 0 MICHAEL A TOOLIS TRUSTEE 1.00 X 0 0 0 JOHN TOLVA TRUSTEE 1.00 X 0 0 0 STEVE WAEGHE TRUSTEE 1.00 X 0 0 0 DANIEL WALSH TRUSTEE 1.00 X 0 0 0 ROSS WIMER TRUSTEE 1.00 X 0 0 0 MARY JO HOAG EX-OFFICIO MEMBER 1.00 X 0 0 0 FRED BRANDSTRADER EX-OFFICIO MEMBER 1.00 X 0 0 0 ELLEN SHUBART EX-OFFICIO MEMBER 1.00 X 0 0 0 HEATHER MCWILLIAMS EX-OFFICIO MEMBER 1.00 X 0 0 0 LYNN OSMOND CEO 40.00 X 329067 0 20461 AARON ANDERSEN CFO 40.00 X 118655 0 8747 CHRISTIAN GREER VP LEARNING DEPT. 40.00 X 142756 0 0 MARILYN JACKSON VP MARKETING 40.00 X 133955 0 0 JENNIFER VAN VALKENBURG VP DEVELOPMENT 40.00 X 126275 0 12978 MICHAEL MALAK VP RETAIL & TOURS 40.00 X 107688 0 0 958396 0 42186 6 0 1 0 0 701965 106745 544230 1075909 54379 2428849 TOUR SALES 900099 9880532 9880532 PROGRAM FEES 900099 188167 188167 10068699 21709 21709 7010 7010 8062 0 8062 8062 8062 550000 544333 5667 5667 5667 337115 106745 189386 147729 147729 1990614 939645 1050969 910680 140289 MISCELLANEOUS INCOME 900099 10000 10000 10000 13748694 10979379 140289 200177 24457 24457 476930 476930 3068513 2063075 507557 497881 48596 48596 190161 369867 -269369 89663 268763 268763 33152 2300 30852 594560 310063 230591 53906 249669 249669 34576 14287 19168 1121 72266 25319 46947 29190 29190 769828 687763 27981 54084 105372 74316 25285 5771 83693 57731 25497 465 70 70 224448 116369 108079 60129 60129 PROGRAM TRANSPORTATION 6221135 6221135 PROGRAM SERVICES 157217 157129 88 CATERING 148679 107726 40953 UNRELATED BUSINESS INCO 1432 1432 994786 847065 100951 46770 13857622 11358893 1708027 790702 145083 211983 481884 571124 1341362 1273162 97099 224845 352117 366112 115551 189526 1561467 581282 957555 980185 1382805 1223944 720698 720698 5594154 5761579 360340 648938 55004 122866 164927 120738 580271 892542 X 2999519 2846675 1980229 1986227 34135 36135 5013883 4869037 5594154 5761579 -108928 -35917 0 X 0 1 X 1 0 X 2409207 2369445 1907751 1953971 2428849 11069223 2409207 2369445 1907751 1953971 2428849 11069223 739049 10330174 28162 34534 44851 53431 36781 197759 10000 10000 11276982 51184241 0.91600 0.92210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 716823 X 0 265049 9100 -1836 272313 253643 4000 7406 265049 241332 5000 7311 253643 235541 5791 241332 25135 210445 -39 235541 0.85780 0.13270 0.00950 0 0 520393 85701 434692 500557 316832 183725 540517 178749 361768 980185 SECURITY DEPOSITS 3875 COLLECTION ITEMS (CHICAGO MODEL CITY) 716823 720698 DEFERRED RENT 120738 120738 X 15115506 -35917 352530 1050199 1366812 13748694 0 13748694 15286868 352530 1101173 1453703 13833165 24457 24457 13857622 PART III, LINE 4: CAF CREATED A LARGE SCALE DETAILED ACCURATE MODEL OF THE CITY OF CHICAGO IN ORDER TO EDUCATE THE PUBLIC ON CHICAGO ARCHITECTURE, PLANNING AND BUILT ENVIRONMENT. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED TO FURTHER THE MISSION OF THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION'S APPLICATION OF GAAP REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITIONS AS MANAGEMENT BELIEVES THE FOUNDATION HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS, INCLUDING ANY POTENTIAL RISK OF LOSS OF ITS NOT-FOR-PROFIT TAX STATUS. THE FOUNDATION WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. MANAGEMENT BELIEVES THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR PERIODS BEFORE 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE REPORTED BY ASSOCIATION OF ARCHITECTURE ORGANIZATIONS 110,554. COST OF GOODS SOLD 939,645. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 939,645. EXPENSES REPORTED BY ASSOCIATION OF ARCHITECTURE ORGANIZATIONS 161,528. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION TO ASSOCIATION OF ARCHITECTURE ORGANIZATIONS 24,457. ANNUAL GALA 386960 55745 331215 164810 STEIN RAY HARRIS EVENT 56900 51000 5900 24576 443860 106745 337115 189386 189386 147729 1 THE ASSOCIATION OF ARCHITECTURE ORGANIZATIONS (AAO) 224 SOUTH MICHIGAN AVE CHICAGO IL 60604 452174550 501(C)(3) 24457 ALLOCATED ACTUAL COSTS OFFICE SPACE, TELEPHONE, COMPUTER, ADMIN SUPPORT GENERAL SUPPORT 1 PART I, LINE 2: CAF PROVIDES GENERAL NON-CASH SUPPORT AND SERVICES TO AN AFFILIATED ORGANIZATION WITH A SIMILAR MISSION. SINCE ALL SUPPORT IS NON-CASH SUPPORT CONTROLLED BY CAF, THE ORGANIZATION IS NOT REQUIRED TO SUBSTANTIATE THEIR USE OF THIS SUPPORT. X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 LYNN OSMOND CEO 269067 0 60000 0 0 0 10450 0 10011 0 349528 0 0 0 PART I, LINE 1A THE CHICAGO ARCHITECTURE FOUNDATION PAYS FOR THE CEO'S MONTHLY DUES TO THE UNIVERSITY CLUB, WHICH IS A MEMBERSHIP ORGANIZATION THAT IS USED FOR BUSINESS MEETINGS, LUNCHES FOR PROSPECTIVE DONORS, AND EVENTS ON THE BEHALF OF CAF. PART I, LINE 7 THE CEO RECEIVED A DISCRETIONARY BONUS THAT WAS APPROVED BY THE COMPENSATION COMMITTEE. X DESIGN STUDIO 6 47831 FAIR MARKET VALUE X AIRLINE TICKE 1 5600 FAIR MARKET VALUE X LICENSE KEY 1 948 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE DOCENT COUNCIL, A LARGE VOLUNTEER BODY OF THE ORGANIZATION, ELECTS TWO DOCENTS TO BE VOTING TRUSTEES EX-OFFICIO. THE AUXILIARY BOARD ELECTS THEIR PRESIDENT WHO ALSO SERVES AS A VOTING TRUSTEE EX-OFFICIO. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM PRIOR TO FILING. A MEETING IS SCHEDULED FOR THE CPA FIRM AND ORGANIZATIONS MANAGEMENT TO DISCUSS THE FORM 990 WITH THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A PRECURSOR TO THEIR SERVICE TO THE ORGANIZATION. POTENTIAL CONFLICTS ARE LOGGED AND MONITORED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS ON AN ANNUAL BASIS THE COMPENSATION OF THE CEO. PERIODICALLY, AN INDEPENDENT COMPENSATION CONSULTANT IS HIRED TO EVALUATE THE COMPENSATION OF TOP MANAGEMENT. THE CEO HAS AN EMPLOYMENT AGREEMENT WHICH IS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IN WHICH COMPENSATION IS EVALUATED ANNUALLY BASED ON PERFORMANCE AND SPECIFIC GOALS OUTLINED IN THE PRIOR FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENT AGENCIES AND UPON REQUEST; THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.