2014-02-14T13:05:58-06:00 2013-06-30 990 2012-07-01 362593545 ERIKSON INSTITUTE ERIK 3127552250 451 North LaSalle Street Chicago IL 606544510 GEOFFREY NAGLE 2013-10-18 2012 2015-11-30 17:44:51Z GEOFFREY NAGLE 451 North LaSalle Street Chicago IL 606544510 26659731 false X WWW.ERIKSON.EDU X 1966 IL ERIKSON IS AN INSTITUTION OF HIGHER EDUCATION FOCUSING ON TEACHING, RESEARCH AND CLINICAL AND COMMUNITY SERVICE IN THE AREA OF CHILD DEVELOPMENT AND EARLY CARE EDUCATION. 35 34 217 200 0 0 9551716 11532366 5088090 5097643 -433335 2584964 69763 106826 14276234 19321799 1018947 805719 0 0 10389143 10605661 0 0 626120 6672491 7183932 18080581 18595312 -3804347 726487 80081953 84362506 46214762 41752789 33867191 42609717 ERIKSON INSTITUTE IS AN INDEPENDENT INSTITUTION OF HIGHER EDUCATION THAT PREPARES CHILD DEVELOPMENT AND FAMILY SERVICE PROFESSIONALS FOR LEADERSHIP. THROUGH ITS ACADEMIC PROGRAMS, APPLIED RESEARCH AND COMMUNITY SERVICE AND ENGAGEMENT, ERIKSON ADVANCES THE ABILITY OF PRACTITIONERS, RESEARCHERS, AND DECISION MAKERS TO IMPROVE LIFE FOR CHILDREN AND THEIR FAMILIES. THE INSTITUTE IS A CATALYST FOR DISCOVERY AND CHANGE, CONTINUALLY BRINGING THE NEWEST SCIENTIFIC KNOWLEDGE AND THEORIES OF CHILDREN'S DEVELOPMENT AND LEARNING INTO ITS CLASSROOMS AND OUT TO THE COMMUNITY SO THAT PROFESSIONALS SERVING CHILDREN AND FAMILIES ARE INFORMED, INSPIRED AND RESPONSIVE. false false 7144680 3802243 ERIKSON INSTITUTE: ERIKSON PROVIDES GRADUATE LEVEL EDUCATION AND TRAINING IN CHILD DEVELOPMENT AND EARLY CHILDHOOD EDUCATION. APPROXIMATELY 270 STUDENTS ARE ENROLLED IN ERIKSON'S GRADUATE CERTIFICATE, MASTER'S DEGREE AND DOCTORAL DEGREE PROGRAMS. 69 MASTER'S DEGREE STUDENTS GRADUATED IN MAY 2013. IN ADDITION TO ITS DEGREE AND CERTIFICATE PROGRAMS, ERIKSON PROVIDES CONTINUING PROFESSIONAL DEVELOPMENT TO A WIDE RANGE OF EARLY CHILDHOOD PROFESSIONALS IN THE GREATER CHICAGOLAND AREA. 1808009 1808009 THE EARLY CHILDHOOD PROJECT (DCFS): THE EARLY CHILDHOOD PROJECT, A COLLABORATIVE EFFORT BETWEEN ERIKSON INSTITUTE AND THE DEPARTMENT OF CHILDREN AND FAMILY SERVICES, WAS IMPLEMENTED TO SERVE AND MEET THE NEEDS OF YOUNG CHILDREN WHO ARE IN FOSTER CARE OR ARE BEING CLOSELY MONITORED BY THE CHILD WELFARE SYSTEM. NINETEEN EARLY CHILDHOOD SPECIALISTS BASED AT ERIKSON WORK STATEWIDE TO DETERMINE WHAT SERVICES ARE NEEDED TO ADDRESS THE DEVELOPMENTAL CONCERNS OF CHILDREN BIRTH THROUGH FIVE WHO HAVE HAD ADVERSE EXPERIENCES AND ARE AT GREATER RISK FOR DEVELOPMENTAL DELAYS. ADDITIONALLY, ERIKSON FACULTY PROVIDES EXPERTISE AND COUNSEL TO THE PROJECT AS WELL AS OPPORTUNITIES FOR OUR STUDENTS THROUGH THEIR PRACTICUMS. THROUGH THIS PROJECT, ERIKSON STAFF ADMINISTERS DEVELOPMENTAL SCREENINGS, PROVIDES CONSULTS, REFERRALS, TRAININGS AND RESOURCES TO FAMILIES INVOLVED WITH THE CHILD WELFARE SYSTEM. DURING FISCAL YEAR 2013, ERIKSON SERVED MORE THAN 6,700 CHILDREN AND THEIR FAMILIES. 1800365 1735139 141741 THE EARLY MATH COLLABORATIVE: THE EARLY MATH COLLABORATIVE PROVIDES IN-DEPTH TRAINING IN EARLY MATHEMATICS TO OVER 200 PREK TO 3RD GRADE TEACHERS EACH YEAR. THROUGH A DEPARTMENT OF EDUCATION-FUNDED "INVESTING IN INNOVATION" GRANT, ALL PRIMARY GRADE TEACHERS AT EIGHT CHICAGO PUBLIC SCHOOLS ATTEND LEARNING LABS, RECEIVE INDIVIDUAL COACHING SERVICES, AND PARTICIPATE IN MATH-FOCUSED GRADE LEVEL MEETINGS AND LESSON STUDY AT THEIR SCHOOLS. THE COLLABORATIVE IS ALSO PARTNERING WITH THE CHICAGO PUBLIC SCHOOLS DEPARTMENT OF MATH AND SCIENCE TO TRAIN 1000 TEACHER LEADERS AT APPROXIMATELY 500 ELEMENTARY SCHOOLS DISTRICT-WIDE; TRAINING FOCUSES ON IMPLEMENTATION OF THE NEWLY RELEASED COMMON CORE STATE STANDARDS FOR MATHEMATICS. PROFESSIONAL DEVELOPMENT AND CONSULTATION ARE ALSO PROVIDED TO PAROCHIAL SCHOOLS, EDUCARE SITES, HEAD START PROGRAMS, SCHOOLS IN THE CHICAGO SUBURBS, COMMUNITY COLLEGES ACROSS THE STATE OF ILLINOIS, AND IN KENTUCKY, MINNESOTA, WISCONSIN, OHIO, NEW YORK CITY, AND NEW JERSEY, AND RESEARCH IS CONDUCTED ON MATH TEACHING AND TEACHER TRAINING. 3879440 1974324 1153659 OTHER PROGRAM EXPENSES: - CENTER FOR CHILDREN AND FAMILIES - NEW SCHOOLS PROJECT - FUSSY BABY - FOSTER CHILD DEVELOPMENT, MONITORING & ASSESSMENTS - PROFESSIONAL DEVELOPMENT 3879440 1974324 1153659 14632494 true true false false false false false false true true true false false true false true false true false false false false false true false false false true true true false false false false false false false false false false false false false false false false false false false false true 201 0 true 217 true false false false false false true true false false false false X 35 34 false false false false false false false true true false false true true true true true true true false false IL X Susan Wallace 3127552250 451 N LaSalle Street Chicago IL 606544510 X BARBARA T BOWMAN 40.00 X X 131125 0 13493 BRUCE E HUEY 4.00 X X 0 0 0 JOHN L HINES 4.00 X X 0 0 0 KATE NEISSER 6.00 X X 0 0 0 MICHELLE L COLLINS 6.00 X X 0 0 0 ADRIENNE E WHITE 3.00 X 0 0 0 CARI B SACKS 3.00 X 0 0 0 CATHERINE M ADDUCI 3.00 X 0 0 0 EDWARD S LOEB 3.00 X 0 0 0 ERIC ADELSTEIN 3.00 X 0 0 0 EVE M TYREE 3.00 X 0 0 0 IKRAM GOLDMAN 3.00 X 0 0 0 JACEE M BURNES 3.00 X 0 0 0 JAMES J ROCHE 3.00 X 0 0 0 JEANNA MARIE CAPITO 3.00 X 0 0 0 JOHN W MCNULTY 3.00 X 0 0 0 JOY SEGAL 3.00 X 0 0 0 JUDY MCCASKEY 3.00 X 0 0 0 KATHY RICHLAND PICK 3.00 X 0 0 0 LEWIS S INGALL 4.00 X 0 0 0 LIANNE STEIN 3.00 X 0 0 0 LINDA MORRIS 3.00 X 0 0 0 MARY A LARAIA 3.00 X 0 0 0 MITCHELL J LEDERER 3.00 X 0 0 0 PATRICIA REYNOLDS WALSH 3.00 X 0 0 0 RICHARD S SCHUHAM 4.00 X 0 0 0 SABRINA GRACIAS 3.00 X 0 0 0 SABRINA GRACIAS 3.00 X 0 0 0 SARA CROWN STAR 3.00 X 0 0 0 SARAH MANGLESDORF 3.00 X 0 0 0 SCOTT STEFFENS 4.00 X 0 0 0 SHERI B ZUCKERMAN 3.00 X 0 0 0 SHIRLEY MADIGAN 3.00 X 0 0 0 SUSAN J WISLOW 3.00 X 0 0 0 TOBY HERR 3.00 X 0 0 0 VIRGINIA G BOBINS 3.00 X 0 0 0 SAMUEL MEISELS 40.00 X X 320544 0 26388 SUSAN WALLACE 40.00 X X 191541 0 21094 FRANCES STOTT KAMPWIRTH 0.00 X 71912 0 9806 GILLIAN MC NAMEE 40.00 X 115069 0 19464 JANA FLEMING 40.00 X 142927 0 14686 JEANNE MUELLER 40.00 X 127565 0 12613 JONATHAN FRANK 40.00 X 143619 0 19751 RANDY HOLGATE 40.00 X 206443 0 14516 SHIRLEY RAY 40.00 X 204722 0 15049 1655467 0 166860 14 false true false SRI INTERNATIONAL PO BOX 2767 MENLO PARK CA 94025 PROJECT RESEARCH 332137 ALTER GROUP 75 REMITTANCE DRIVE CHICAGO IL 60675 BUILDING MANAGEMENT 308303 EURSET SERVICES 4700 N OKETO AVENUE HARWOOD HEIGHTS IL 60706 JANITORIAL SERVICE 138443 THE ROCKWOOD COMPANY 20 NORTH WACKER DR SUITE 960 CHICAGO IL 606062901 INSURANCE 103027 4 547793 10984573 0 11532366 STUDENT TUITION & FEES 611600 3802243 3802243 CONSULTING FEES 611600 1295400 1295400 0 0 0 0 0 0 0 5097643 597132 597132 0 0 0 0 0 9155437 7167605 1987832 0 1987832 1987832 170327 547793 170327 0 0 0 MISCELLANEOUS 900099 106826 106826 0 0 0 0 0 0 106826 19321799 5097643 0 2691790 0 805719 805719 0 0 1989511 964065 799078 226368 0 6792384 5973908 693542 124934 425614 336249 72340 17025 667030 526976 113372 26682 731122 577614 124267 29241 0 63030 16729 46301 49330 49330 0 0 89260 89260 0 0 0 0 52022 51410 262 350 516809 250750 251101 14958 0 18739 18739 529520 431178 88533 9809 249191 247449 1599 143 0 355821 220785 114077 20959 1649292 1418391 197915 32986 0 945681 813286 113481 18914 198077 63689 134388 0 BOOKS & LIBRARY MATERIALS 123857 120572 3060 225 PRINTNG & COPYING 90612 63254 9792 17566 CONTRACT SERVICES 2181404 1689844 405600 85960 BAD DEBT EXPENSE 71287 41887 29400 0 0 0 0 0 18595312 14632494 3336698 626120 0 812664 1498198 4793513 5176667 7798062 7459318 97206 385368 0 0 34005068 6464212 28480318 27540856 25981151 28357612 11307520 12975823 0 0 811519 968664 80081953 84362506 883465 1074546 75150 137116 32500000 32500000 0 12756147 8041127 46214762 41752789 8601895 16252635 8725870 9816906 16539426 16540176 33867191 42609717 80081953 84362506 X 726487 3166620 4849419 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38472172 750 5662324 1174375 42960871 37789393 800000 909515 1026736 38472172 32103845 2705385 4931980 1951817 0 37789393 31706224 1202691 3357460 55168 4107362 0 32103845 17875734 21194331 -4375266 39500 2949075 0 31706224 0.52000 0.39000 0.09000 false false 2692677 2692677 27299163 3468405 23830758 0 3960728 2995807 964921 52500 52500 27540856 0 0 PRIVATE EQUITY AND HEDGE FUNDS 12975823 F 12975823 0 INTEREST RATE SWAP AGREEMENT 7145758 DEFERRED COMPENSATION PLAN PAYABLE 895369 8041127 Intended uses of endowment funds Schedule D, Part V, Line 4 THE BOARD OF TRUSTEES HAS DESIGNATED CERTAIN AMOUNTS OF UNRESTRICTED REVENUES TO BE CLASSIFIED AS FUNDS FUNCTIONING AS ENDOWMENT. THE INCOME ON THESE FUNDS WILL BE USED TO SUPPORT ONGOING OPERATIONS. AS OF JUNE 30, 2013, THESE FUNDS WERE ESTABLISHED FOR THE FOLLOWING PURPOSES: FACILITIES $15,551,232; GENERAL OPERATIONS $7,010,723; SCHOLARSHIPS $165,449. true true true true true true true false false false false false false false false false false true Racially nondiscriminatory policy Schedule E, Part I, Line 3 THE POLICY IS MADE AVAILABLE IN BOTH EMPLOYEE AND STUDENT HANDBOOKS, AS WELL AS ON THE ORGANIZATION'S WEBSITE AND IN PROMOTIONAL MATERIALS USED AT RECRUITING EVENTS. DINNER 718120 547793 170327 0 0 718120 547793 170327 0 0 0 0 0 0 0 170327 true HARRIS LEADERSHIP SCHOLARSHIPS 19 141810 BOUNCE SCHOLARSHIPS 18 121260 GRAND VICTORIA SCHOLARSHIPS 9 40305 ANNE SEARLE SCHOLARSHIP 1 3300 DOCTORAL SCHOLARSHIPS 3 23870 BARBARA T. BOWMAN SCHOLARSHIP 8 38000 CPS COMMUNITY PARTNERSHIP SCHOLARSHIP 23 90680 INFANT STUDIES SCHOLARSHIP 13 83074 PARTNERSHIP FOR QUALITY CHILD CARE 1 2250 ERIKSON INSTITUTE 100 198931 BOEING SCHOLARSHIPS 4 12051 PELINO SCHOLARHSIP 1 3333 DCYS SCHOLARSHIPS 2 11760 CARI SACKS SCHOLARSHIP 1 13900 HERR FELLOWSHIP SCHOLARSHIP 2 21195 Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 SCHOLARSHIP FUNDS CAN BE USED FOR TUITION, BOOKS AND LIVING EXPENSES. IN GENERAL THEY ARE APPLIED FIRST TO TUITION AND BALANCES SENT TO STUDENTS. IT IS REVIEWED EVERY SCHOOL TERM AND IS MONITORED IN COMPLIANCE WITH STUDENT AID PROTOCOLS. THE STUDENT LOAN PROGRAM IS AUDITED EVERY YEAR IN COMPLIANCE WITH FEDERAL SINGLE AUDIT STANDARDS X true true X X X X JANA FLEMING 142027 0 0 0 900 0 10161 0 4525 0 157613 0 0 0 JONATHAN FRANK 142719 0 0 0 900 0 9297 0 10454 0 163370 0 0 0 RANDY HOLGATE 205543 0 0 0 900 0 14516 0 0 0 220959 0 0 0 SAMUEL MEISELS 312144 0 0 0 8400 0 18146 0 8242 0 346932 0 0 0 SHIRLEY RAY 203822 0 0 0 900 0 10340 0 4709 0 219771 0 0 0 SUSAN WALLACE 190641 0 0 0 900 0 14093 0 7001 0 212635 0 0 0 Housing allowance or residence for personal use Schedule J, Part I, Line 1a ERIKSON PROVIDED QUARTERLY HOUSING ALLOWANCE OF $1,875 TO ITS PRESIDENT. A ILLINOIS FINANCE AUTHORITY 861091967 452029AA9 2007-12-12 32500000 CONSTRUCT AND EQUIP FACILITY false false false A 0 0 32500000 0 0 0 328294 0 0 32171706 0 0 2009 false false true true A false false false false false false 0.0000 0.0000 0.0000 false false 0.0000 false true A false false false false true true BANK OF AMERICA 30.0 false false false 0 false false false A false Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b FORM 990 WAS REVIEWED BY THE PRESIDENT, CHIEF FINANCIAL OFFICER AND THE TREASURER AND WAS DISTRIBUTED TO ERIKSON'S BOARD MEMBERS BEFORE IT WAS FILED WITH THE IRS. Conflict of interest policy Form 990, Part VI, Section B, Line 12c ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE ERIKSON'S CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND MUST DISCLOSURE ALL INTERESTS AND RELATIONSHIPS THAT MAY HOLD POTENTIAL FOR RAISING CONFLICT ISSUES ON THE ANNUAL DISCLOSURE STATEMENT. THE CHAIRPERSON OF THE TRUSTEESHIP COMMITTEE REVIEWS DISCLOSURE STATEMENTS AND COMMUNICATES ALL POTENTIAL CONFLICTS WITH THE BOARD CHAIR. IF A POTENTIAL FOR CONFLICT IS FOUND TO EXIST, THE TRUSTEESHIP COMMITTEE WILL PREPARE A WRITTEN RECOMMENDATION FOR THE EXECUTIVE COMMITTEE ON HOW BEST TO MINIMIZE THE EFFECT OF CONFLICT UPON THE ACTIVITIES OF THE INSTITUTE AND THE TRUSTEE, OFFICER OR KEY EMPLOYEE. THE EXECUTIVE COMMITTEE WILL MAKE A FINAL, WRITTEN DETERMINATION AS TO THE HANDLING OF THE CONFLICT ISSUE. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE COMPENSATION COMMITTEE IS APPOINTED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMPENSATION COMMITTEE IS CHARGED WITH RECOMMENDING TO THE BOARD THE PRESIDENT'S COMPENSATION, INCLUDING SALARY AND BENEFITS. THE COMPENSATION COMMITTEE REVIEWS A COMPENSATION SURVEY OF SIMILAR POSITIONS IN EDUCATIONAL INSTITUTIONS SIMILAR TO ERIKSON, LOCATED WITHIN A METROPOLITAN AREA. THIS INFORMATION IS OBTAINED FROM FORM 990'S. THIS REVIEW IS CONDUCTED ANNUALLY. THE PRESIDENT REVIEWS THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES OF ERIKSON. HE REVIEWS A COMPENSATION SURVEY OF SIMILAR POSITIONS IN EDUCATIONAL INSTITUTIONS SIMILAR TO ERIKSON, LOCATED WITHIN A METROPOLITAN AREA. THIS REVIEW IS CONDUCTED ANNUALLY. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 ERIKSON INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND TAX RETURNS AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. THIS INSPECTION TAKES PLACE AT ITS CORPORATE OFFICES AT 451 N LASALLE STREET, CHICAGO, IL. COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEE FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (D) REPORTABLE COMPENSATION FOR BARBARA T. BOWMAN REPRESENTS INCOME EARNED AS A PROFESSOR AND NOT AS A TRUSTEE OF THE ORGANIZATION. Other changes in net assets or fund balances Form 990 , Part XI, Line 9 INEREST RATE SWAP - FAIR VALUE ADJUSTMENT - 4849419;