2013-01-07T08:22:26-06:00 2012-06-30 351509921 SWARTZ RETSON & CO PC 235 E 86TH AVE MERRILLVILLE IN 46410 990 2011-07-01 132890752 COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING COUN 3124992600 55 EAST MONROE NO 1930 CHICAGO IL 60603 GLORIA WAGNER 3124492600 2012-12-07 1 RICHARD YOUNG P00367526 2197693616 2011 2016-03-07 17:11:31Z GLORIA WAGNER 55 EAST MONROE CHICAGO IL 60603 10918159 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. 28 28 69 35 0 0 5743228 4847748 3021510 3570070 190851 227613 188591 46247 9144180 8691678 0 0 0 0 4022390 4554169 0 0 0 3984657 4180063 8007047 8734232 1137133 -42554 14007578 13295992 3239442 3158544 10768136 10137448 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 1456724 170398 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. 1891552 1758265 CORPORATE SERVICES: ASSISTS EMPLOYERS AND JOINT LABOR-MANAGEMENT ENTITIES TO CREATE LEARNING AND CAREER ADVISING PROJECTS FOR BOTH THE ACTIVE AND DOWNSIZED WORKFORCE. 1028018 247200 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. 1321658 1394207 HIGHER EDUCATION: ASSISTS EDUCATIONAL INSTITUTIONS TO PROVIDE ADULTS WITH MEANINGFUL, RELEVANT, AND QUALITY LEARNING EXPERIENCES.ADDITIONALLY, THE ORGANIZATION PROVIDES RESEARCH, FACILITATION AND PLANNING ASSISTANCE TO PUBLIC SECTOR AND HEALTHCARE ORGANIZATIONS DEVELOPING EDUCATION AND TRAINING INITIATIVES. 1321658 1394207 5697952 1 1 0 1 0 0 0 0 0 1 1 0 0 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 0 1 73 0 1 69 1 0 0 0 0 0 0 0 0 0 0 X 28 28 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 ASSOC VP FINANCE 3124992688 55 EAST MONROE SUITE 1930 CHICAGO IL 60603 PAUL ALMEIDA 1.00 X 0 0 0 ANTHONY BEEBE 1.00 X 0 0 0 RONALD J HENRY 1.00 X 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 B RUSSELL LOCKRIDGE 1.00 X 0 0 0 TULLISSE MURDOCK 1.00 X 0 0 0 ALAN DAVIS 1.00 X 0 0 0 HOLLY MOORE 1.00 X 0 0 0 DENNIS DOWDELL 1.00 X 0 0 0 BARBARA MURPHY 1.00 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 BEVERLEY J PITTS 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 WINEGARDER 1.00 X 0 0 0 FELICE NUDELMAN 1.00 X 0 0 0 JUDY SCHUELER 1.00 X X 0 0 0 KIMBERLY VAUGHN 1.00 X 0 0 0 KATHLEEN GALLO 1.00 X 0 0 0 ANNE LANG 1.00 X 0 0 0 BRUCE LESLIE 1.00 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 PAMELA TATE 40.00 X 342270 0 36706 GLORIA WAGNER 40.00 X 129124 0 13081 JUDY WERTHEIM 40.00 X 162865 0 14715 MARK CAMPBELL 40.00 X 173695 0 19316 PHYLLIS SNYDER 40.00 X 131827 0 13132 AMY SHERMAN 40.00 X 113455 0 26544 DIANA BAMFORD-REES 40.00 X 106271 0 12891 GABI ZOLLA 40.00 X 108998 0 27807 JO WINGER DE RONDON 40.00 X 105338 0 25486 1373843 0 189678 9 0 1 0 0 904974 3942774 4847748 CONTRACT REVENUE & CON 611710 2873318 2873318 CONFERENCE REGISTRATIO 611710 230414 230414 MEMBERSHIP DUES 900099 214984 214984 OTHER PROGRAM FEES 900099 195743 195743 PUBLICATIONS 511130 55611 55611 3570070 137359 137359 2316735 2226481 90254 90254 90254 OTHER INCOME 900099 46247 46247 46247 8691678 3570070 0 273860 1079125 477467 601658 2768517 2168305 600212 117069 89368 27701 249415 186149 63266 340043 235722 104321 39456 24085 15371 59550 59550 55585 55585 1019441 930502 88939 314655 169180 145475 176898 101415 75483 614480 614480 448947 383232 65715 257564 249911 7653 88303 88303 250349 140470 109879 71557 383 71174 OUTREACH 314710 299495 15215 EQUIPMENT MAINTENANCE A 91311 3111 88200 CAEL PUBLICATIONS 5043 4901 142 372214 234256 137958 8734232 5697952 3036280 0 549176 1312832 2738645 3149559 1405583 1201024 902779 1138882 202433 141011 2643195 2049957 471507 593238 7348454 5759446 389001 14007578 13295992 771801 747044 60948 188506 1805028 1873314 601665 349680 3239442 3158544 X 6205009 5995144 4563127 4142304 10768136 10137448 14007578 13295992 X -42554 -588134 X X 0 1 1 X 1 1 X 2367892 2257933 3505085 5743228 4847748 18721886 2367892 2257933 3505085 5743228 4847748 18721886 9271271 9450615 284771 201266 497797 286905 137359 1408098 98470 181934 32424 62591 46247 421666 20551650 34253744 0.45980 0.42710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55585 55585 8678647 8734232 586712 146678 0 0 615976 550352 586712 1753040 2629560 20824 7500 55585 83909 153994 137588 146678 438260 657390 38878 58 38936 38830 48 38878 40335 20 1525 38830 40267 68 40335 1.00000 0 0 682714 673763 8951 1960481 1376194 584287 593238 PAYABLE UNDER AGENCY AGREEMENT 349680 349680 8691678 8734232 -42554 -588134 -588134 -630688 8203103 -588134 99559 -488575 8691678 0 8691678 8833791 99559 99559 8734232 0 8734232 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: 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 342270 0 0 0 0 0 12862 0 23844 0 378976 0 0 0 JUDY WERTHEIM 162865 0 0 0 0 0 8171 0 6544 0 177580 0 0 0 MARK CAMPBELL 173695 0 0 0 0 0 783 0 18533 0 193011 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 ACTING CEO IS RELATED TO OWNER OF INTERESTED PERSON 30020 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 ASSOCIATE VICE PRESIDENT OF FINANCE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -588,134. 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 55 E MONROE SUITE 1930 CHICAGO IL 60603 270700703 TUITION BENEFIT ADMINISTRATION DE N/A RELATED -287128 584658 0 0 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0