2014-02-03T14:15:21-06:00 2013-06-30 351509921 SWARTZ RETSON & CO PC 235 E 86TH AVENUE MERRILLVILLE IN 46410 990 2012-07-01 132890752 COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING COUN 3124992600 55 EAST MONROE NO 2710 CHICAGO IL 60603 GLORIA WAGNER 3124492600 2014-01-29 1 RICHARD A YOUNG P00367526 2197693616 2012 2015-11-30 17:44:51Z GLORIA WAGNER 55 EAST MONROE CHICAGO IL 60603 9458416 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. 29 29 82 35 0 0 4847748 2404834 3570070 4313461 227613 -128711 46247 97731 8691678 6687315 0 0 0 0 4554169 4760523 0 0 0 4180063 4690984 8734232 9451507 -42554 -2764192 13295992 11807193 3158544 1120795 10137448 10686398 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 1511799 221943 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. 2329161 2115980 CORPORATE SERVICES: ASSISTS EMPLOYERS AND JOINT LABOR-MANAGEMENT ENTITIES TO CREATE LEARNING AND CAREER ADVISING PROJECTS FOR BOTH THE ACTIVE AND DOWNSIZED WORKFORCE. 1032643 1099796 HIGHER EDUCATION: ASSISTS EDUCATIONAL INSTITUTIONS TO PROVIDE ADULTS WITH MEANINGFUL, RELEVANT, AND QUALITY LEARNING EXPERIENCES. 1405875 875742 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.ADDITIONALLY, THE ORGANIZATION PROVIDES RESEARCH, FACILITATION AND PLANNING ASSISTANCE TO PUBLIC SECTOR AND HEALTHCARE ORGANIZATIONS DEVELOPING EDUCATION AND TRAINING INITIATIVES. 1405875 875742 6279478 1 1 0 1 0 0 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 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 0 0 X 29 29 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 1 0 IL X GLORIA WAGNER CFO 3124992688 55 EAST MONROE SUITE 2710 CHICAGO IL 60603 CHRIS BUSTAMANTE 1.00 X 0 0 0 ANTHONY BEEBE 1.00 X 0 0 0 RONALD J HENRY 1.00 X 0 0 0 DING-JO CURRIE 1.00 X 0 0 0 ARTHUR F KIRK JR 1.00 X X 0 0 0 SHARI FRANKLIN 1.00 X 0 0 0 PAUL LEBLANC 1.00 X X 0 0 0 JOHN CAVANAUGH 1.00 X 0 0 0 TULLISSE MURDOCK 1.00 X 0 0 0 ALAN DAVIS 1.00 X 0 0 0 WILLIAM MCKINNEY 1.00 X 0 0 0 DENNIS DOWDELL 1.00 X 0 0 0 BARBARA MURPHY 1.00 X X 0 0 0 MICHAEL MURRAY 1.00 X 0 0 0 SHIRLEY PIPPINS 1.00 X 0 0 0 CHARLES MIDDLETON 1.00 X 0 0 0 DANA MOHLER-FARIA 1.00 X 0 0 0 CHINA GORMAN 1.00 X X 0 0 0 STEVE MIRANDA 1.00 X 0 0 0 RODNEY POWELL 1.00 X 0 0 0 RICH PATTENAUDE 1.00 X 0 0 0 HAVEN COCKERHAM 1.00 X 0 0 0 JILL WAKEFIELD 1.00 X 0 0 0 DORSEY KENDRICK 1.00 X 0 0 0 ERIC WINEGARDNER 1.00 X 0 0 0 FELICE NUDELMAN 1.00 X 0 0 0 JUDY SCHUELER 1.00 X 0 0 0 ELSA NUNEZ 1.00 X 0 0 0 MICHAEL WRIGHT 1.00 X 0 0 0 BRUCE LESLIE 1.00 X X 0 0 0 REY GARCIA 1.00 X 0 0 0 BARBARA GELLMAN-DANLEY 1.00 X 0 0 0 GERALYN LUTTY 1.00 X 0 0 0 STEVEN MILOVICH 1.00 X 0 0 0 B RUSSELL LOCKRIDGE 1.00 X 0 0 0 PAMELA TATE 40.00 X 413140 0 22253 GLORIA WAGNER 40.00 X 131742 0 16582 JUDY WERTHEIM 40.00 X 167522 0 17093 CHARI KELLEY 40.00 X 151771 0 4114 PHYLLIS SNYDER 30.00 X 119323 0 13944 AMY SHERMAN 40.00 X 117039 0 16039 DIANA BAMFORD-REES 40.00 X 109936 0 15579 GABI ZOLLA 40.00 X 125311 0 38618 JOEL SIMON 40.00 X 115878 0 19303 1451662 0 163525 11 0 1 0 BECKY KLEIN COLLINS 52 WAXWING NAPERVILLE IL 60565 CONSULTING 111979 1 966605 1438229 2404834 CONTRACT REVENUE & CONSULTING 611710 3578934 3578934 OTHER PROGRAM FEES 900099 243323 243323 MEMBERSHIP DUES 900099 224302 224302 CONFERENCE REGISTRATION FEES 611710 216836 216836 PUBLICATIONS 511130 50066 50066 4313461 114447 114447 2527943 2365397 405704 162546 -405704 -243158 -243158 OTHER INCOME 900099 97731 97731 97731 6687315 4313461 0 -30980 X 945831 321362 624469 3087396 2491199 596197 123028 100056 22972 302375 272828 29547 301893 215686 86207 57803 11678 46125 60235 60235 60000 60000 962770 861639 101131 388495 210736 177759 232663 107621 125042 520077 520077 395678 326857 68821 285903 259855 26048 143877 143877 237271 237271 76031 1242 74789 OUTREACH 702454 667935 34519 CAEL PUBLICATIONS 21043 21043 EQUIPMENT MAINTENANCE A 11201 11201 LILA MATCH/PARTNER/EVAL 1460 1460 534023 349741 184282 9451507 6279478 3172029 0 1312832 596154 3149559 725144 1201024 741140 1138882 1346643 141011 122965 1131465 486337 593238 645128 5759446 4610284 3019735 13295992 11807193 747044 705623 188506 100673 1873314 41474 349680 273025 3158544 1120795 X 5995144 8644824 4142304 2041574 10137448 10686398 13295992 11807193 -2764192 3313142 0 X X 0 1 X 1 1 1 X 2257933 3505085 5743228 4847748 2404834 18758828 2257933 3505085 5743228 4847748 2404834 18758828 9171243 9587585 201266 497797 286905 137359 114447 1237774 181934 32424 62591 46247 97731 420927 20417529 27314319 0.46960 0.45980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 60000 9391507 9451507 622575 155644 0 0 615976 550352 586712 622575 2375615 3563423 20824 7500 55585 60000 143909 153994 137588 146678 155644 593904 890856 38936 58 38994 38878 58 38936 38830 48 38878 40335 20 1525 38830 40267 68 40335 1.00000 0 0 230781 71302 159479 900684 415035 485649 645128 EDLINK, LLC 3019735 F 3019735 PAYABLE UNDER AGENCY AGREEMENT 273025 273025 X 10014712 3313142 14255 3327397 6687315 0 6687315 9465762 14255 14255 9451507 0 9451507 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 PAMELA TATE 413140 0 0 0 0 0 12250 0 10003 0 435393 0 0 0 JUDY WERTHEIM 167522 0 0 0 0 0 8490 0 8603 0 184615 0 0 0 CHARI KELLEY 151771 0 0 0 0 0 3167 0 947 0 155885 0 0 0 GABI ZOLLA 125311 0 0 0 0 0 7050 0 31568 0 163929 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 INTERIM CEO IS RELATED TO OWNER OF INTERESTED PERSON 38219 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 CHIEF FINANCIAL OFFICER REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15A 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. OTHER FEES FORM 990, PART IX, LINE 11G TRAINERS/ADVISORS/TEMPS: PROGRAM SERVICE EXPENSES 136,373. MANAGEMENT AND GENERAL EXPENSES 2,094. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 138,467. CONSULTANTS: PROGRAM SERVICE EXPENSES 719,356. MANAGEMENT AND GENERAL EXPENSES 52,262. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 771,618. OTHER: PROGRAM SERVICE EXPENSES 5,910. MANAGEMENT AND GENERAL EXPENSES 46,775. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,685. FORM 990, PART, XI, 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 -285943 2531234 0 0 0.50000 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0