YMCA OF METROPOLITAN CHICAGO: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- YMCA OF METROPOLITAN CHICAGO (EIN 36-2179782)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349303226
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T10:51:04-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362179782 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The YMCA of Metropolitan Chicago | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | YMCA | NameControl |
| Phone | 3129321200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 North Dearborn | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606103316 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Julie A Burke | Name |
| Title | CFO | Title |
| Phone | 3129321200 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Faje | Name |
| PTIN | P00031371 | PTIN |
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Richard H Malone | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 North Dearborn | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606103316 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 182906011 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ymcachicago.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1858 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | The Y is Chicagoland's leading nonprofit strengthening communities through youth development, healthy living and social responsibility. Through its 65 locations and more than 100 extension sites, the Y of Metro Chicago helps children learn and grow, teaches young people to lead, brings families closer, and encourages individual health and well-being. As one of the largest and oldest/most established cause-driven organizations/nonprofits in Chicago, YMCA programs impact hundreds of thousands of lives annually, helping to strengthen neighborhoods and respond to unique community needs across Chicagoland. The YMCA provides services to:-150,000 members and 56,000 program participants within 25 membership and program centers-50,000 youth, adults and families participating at 5 resident camps-55,000 children participating in programs ranging from sports and after school activities to summer camp and community schools education enhancement*see end of schedule o for continuation | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 56 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 55 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5518 | TotalNbrEmployees |
| Total Nbr Volunteers | 10900 | TotalNbrVolunteers |
| Total Gross UBI | 63349 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 29317 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 26500180 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 33125103 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 52315268 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 65191909 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2228025 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5579811 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1183703 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1159886 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 82227176 | TotalRevenuePriorYear |
| Total Revenue Current Year | 105056709 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 26000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 30000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 49155819 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 61020158 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 64608 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 35115 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2371552 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 37449022 | OtherExpensePriorYear |
| Other Expenses Current Year | 44541317 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 86695449 | TotalExpensesPriorYear |
| Total Expenses Current Year | 105626590 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4468273 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -569881 | RevenuesLessExpensesCY |
| Total Assets BOY | 276627493 | TotalAssetsBOY |
| Total Assets EOY | 268049276 | TotalAssetsEOY |
| Total Liabilities BOY | 93325820 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 94307610 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 183301673 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 173741666 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The YMCA of Metropolitan Chicago is an inclusive, charitable association, founded on Christian principles and dedicated to building strong kids, strong families and strong communities through programs that develop spirit, mind and body. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 34301931 | Expense |
| Revenue | 41225540 | Revenue |
| Description | Health Enhancement: The YMCA of Metropolitan Chicago continues to support community-wide efforts to promote healthy living and support collaborations with other community partners to magnify the impact of these efforts. With 120,000 members and 56,000 program participants at 20 membership centers, the YMCA is committed to supporting children, adults and families in their journey to create and sustain a healthy lifestyle and provides community programs, such as Healthy Kids Day. The YMCA believes that wellness includes activities for the whole family, education, community involvement and healthy lifestyle choices. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 28711179 | Expense |
| Revenue | 7212339 | Revenue |
| Description | Child Development: The YMCA of Metropolitan Chicago offers a network of services, including child care, that span the Chicagoland area and provide, over 2,500 children, opportunities to develop personal, academic and career goals. The YMCA offers mentoring, tutoring, and leadership programs, such as black and Hispanic achievers and youth and government. Additionally, the Y addresses the challenges that our youth encounter by conducting drug and alcohol education groups, mental health services, crisis intervention, and substance abuse assessments and evaluations, among others. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9271444 | Expense |
| Revenue | 9335658 | Revenue |
| Description | Camping: The YMCA of Metropolitan Chicago operates 19 day camps and 5 resident camps in Illinois, Michigan and Wisconsin serving approximately 50,000 participants annually. All of our camps offer values-based recreational and educational programming with a goal of helping build self-esteem. Participants learn about teamwork and self-discipline. They form strong and lasting friendships with counselors and peers. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 4163423 | 6715554 | Residence: The YMCA of Metropolitan Chicago provides low-income adults and seniors single room occupancy (SRO) housing, hotel and apartments in the Chicagoland region. The YMCA offers supportive services such as medical treatment, psychiatric care, case management, food and clothing assistance, often in collaboration with other community providers. The YMCA also operates a supportive housing project (SHP), which provides residence to homeless youth. |
| 15307722 | 498399 | Community Development |
| 204419 | Other Programs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 19471145 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 7418372 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 91755699 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 194 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5518 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 56 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 55 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julie Burke | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3129321200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 North Dearborn | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60610 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (72 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| A Steven Crown | ||||||||
| Chairman | 1.00 | X | X | 0 | 0 | 0 | ||
| David W Fox Jr | ||||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 | ||
| John E Neal | ||||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 | ||
| William A Osborn | ||||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 | ||
| Donald J Gralen | ||||||||
| Recording Secretary | 1.00 | X | X | 0 | 0 | 0 | ||
| David J Butler | ||||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 | ||
| Caryn Rowe Africk | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Thomas M Begel | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Charles N Besser | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Kathryn J Birkett | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| David C Blowers | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Thomas Carroll | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Arthur W Catrambone | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Henry T Chandler | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Allen J Cizner | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Michelle L Collins | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Vincent C Cordero | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| James S DiMatteo | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Jeffrey W Douthit | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Sharon R Fairley | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| William M Fausone | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Fred I Feinstein | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Leon D Finney Jr | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Peter Fissinger | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Amanda C Fox | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Charles E Frank | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Benno C Friedrich | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Margaret D Garner | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| James H Hayes | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Saul Hernandez | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Bruce A Heyman | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Gary T Kachadurian | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Joseph P Karczewski | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| R Patricia Kelly | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Dawn Schiller Livingston | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Father Robert Lombardo | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| William McClayton | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Peter B McNitt | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| William C Mitchell | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Gregory A Nickele | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Stanley Nitzberg | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Michael G O'Grady | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Bridget R O'Neill | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| S James Perlow | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Joseph R Ponteri | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Julian G Posada | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Bruce V Rauner | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Diana Palomar Scott | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| David W Selby | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Donald A Smith | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Frederick B Thomas | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Joseph E Tilson | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| M Jay Trees | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Edward D Velasquez | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Charlene Vickery | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| David J Vitale | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Mark D Wilcox | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Katharine A Wolanyk | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Jeffrey A Wolfson | ||||||||
| Board of Managers | 1.00 | X | 0 | 0 | 0 | |||
| Richard H Malone | ||||||||
| President and CEO | 40.00 | X | X | 512459 | 0 | 14742 | ||
| Julie A Burke | ||||||||
| EVP and CFO | 40.00 | X | 245886 | 0 | 10061 | |||
| Stephen Dahlin | ||||||||
| Chief Operating Officer | 40.00 | 314765 | 0 | 33477 | X | |||
| Ramon Vazquez | ||||||||
| EVP of Governmental Rltn. | 40.00 | 220094 | 0 | 36886 | X | |||
| Charmaine Williams | ||||||||
| SR VP Human Resources | 40.00 | 198987 | 0 | 25436 | X | |||
| Julianna T Cole | ||||||||
| SR VP and CIO | 40.00 | 211994 | 0 | 6935 | X | |||
| Christopher Bielat | ||||||||
| SR VP Real Estate | 40.00 | 162250 | 0 | 18749 | X | |||
| Thomas R Beernsten | ||||||||
| EVP of Association Development | 40.00 | 153084 | 0 | 29279 | X | |||
| Sarai L Hoffman | ||||||||
| SR VP and CDO | 40.00 | 194258 | 0 | 7228 | X | |||
| Erskine Cunningham | ||||||||
| Business & Compliance Officer | 40.00 | 147509 | 0 | 30792 | X | |||
| Katherine J Scharko | ||||||||
| Controller | 40.00 | 151066 | 0 | 5221 | X | |||
| Kathy Bosco | ||||||||
| Group Vice President | 40.00 | 149697 | 0 | 34962 | X | |||
| Michael J Ross | ||||||||
| Sr. Dir. of Financial Planning | 40.00 | 146326 | 0 | 5980 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2808375 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 259748 | TotalOtherCompensation |
| Number Individuals GT100 K | 27 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Sidley Austin LLP | |||||
| One South Dearborn | Chicago | IL | 60603 | Legal Services | 641911 |
| 1013 Communications LLC | |||||
| 120 West 1st Avenue | Mesa | AZ | 85210 | Communication Services | 606290 |
| Axiom Global Inc | |||||
| PO Box 8439 | Pasadena | CA | 91109 | Legal Services | 558951 |
| F&R Decorating | |||||
| PO Box 17771 | Chicago | IL | 60617 | Renovation and Refurbishment | 361788 |
| PricewaterhouseCoopers | |||||
| PO Box 75647 | Chicago | IL | 60675 | Accounting & Consulting Services | 319306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Federated Campaigns | 1294602 | FederatedCampaigns |
| Fundraising Events | 396769 | FundraisingEvents |
| Government Grants | 24161098 | GovernmentGrants |
| All Other Contributions | 7272634 | AllOtherContributions |
| Total Contributions | 33125103 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Membership Fees | 900099 | 32637263 | 32637263 |
| Social Education and H | 611600 | 25661583 | 25661583 |
| Resident Income | 531110 | 6715554 | 6715554 |
| Program Related Income | 452000 | 177509 | 177509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 65191909 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3197424 | TotalRevenueColumn |
| Exclusion | $3,197,424 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1007761 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1007761 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1007761 | TotalRevenueColumn |
| Unrelated Business Revenue | 63349 | UnrelatedBusinessRevenue |
| Exclusion | $944,412 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 79508408 | Securities |
| Other | 253134 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 76920203 | Securities |
| Other | 458952 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2588205 | Securities |
| Other | -205818 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2382387 | TotalRevenueColumn |
| Exclusion | $2,382,387 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 470147 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 396769 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 470147 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Vending | Description |
| Business Code | 452000 | BusinessCode |
| Total Revenue Column | 152125 | TotalRevenueColumn |
| Exclusion | $152,125 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 152125 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 105056709 | TotalRevenueColumn |
| Related Or Exempt Function Income | 65191909 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 63349 | UnrelatedBusinessRevenue |
| Exclusion | $6,676,348 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Program Services | 30000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1131390 | Total |
| Program Services | 968148 | ProgramServices |
| Management And General | 135332 | ManagementAndGeneral |
| Fundraising | 27910 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50235595 | Total |
| Program Services | 42987381 | ProgramServices |
| Management And General | 6008962 | ManagementAndGeneral |
| Fundraising | 1239252 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2923184 | Total |
| Program Services | 2501414 | ProgramServices |
| Management And General | 349659 | ManagementAndGeneral |
| Fundraising | 72111 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3051078 | Total |
| Program Services | 2610855 | ProgramServices |
| Management And General | 364957 | ManagementAndGeneral |
| Fundraising | 75266 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3678911 | Total |
| Program Services | 3148102 | ProgramServices |
| Management And General | 440055 | ManagementAndGeneral |
| Fundraising | 90754 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1275586 | Total |
| Program Services | 1091539 | ProgramServices |
| Management And General | 152580 | ManagementAndGeneral |
| Fundraising | 31467 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426717 | Total |
| Program Services | 365148 | ProgramServices |
| Management And General | 51042 | ManagementAndGeneral |
| Fundraising | 10527 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35115 | Total |
| Fundraising | 35115 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524019 | Total |
| Management And General | 524019 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6608387 | Total |
| Program Services | 6133362 | ProgramServices |
| Management And General | 333328 | ManagementAndGeneral |
| Fundraising | 141697 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2413269 | Total |
| Program Services | 2065072 | ProgramServices |
| Management And General | 288665 | ManagementAndGeneral |
| Fundraising | 59532 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8427217 | Total |
| Program Services | 7211302 | ProgramServices |
| Management And General | 1008026 | ManagementAndGeneral |
| Fundraising | 207889 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 493438 | Total |
| Program Services | 422242 | ProgramServices |
| Management And General | 59023 | ManagementAndGeneral |
| Fundraising | 12173 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6349504 | Total |
| Program Services | 5433367 | ProgramServices |
| Management And General | 759500 | ManagementAndGeneral |
| Fundraising | 156637 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1043853 | Total |
| Program Services | 893241 | ProgramServices |
| Management And General | 124861 | ManagementAndGeneral |
| Fundraising | 25751 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383525 | Total |
| Program Services | 328188 | ProgramServices |
| Management And General | 45876 | ManagementAndGeneral |
| Fundraising | 9461 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 644993 | Total |
| Program Services | 551931 | ProgramServices |
| Management And General | 77151 | ManagementAndGeneral |
| Fundraising | 15911 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240260 | Total |
| Program Services | 201266 | ProgramServices |
| Management And General | 32327 | ManagementAndGeneral |
| Fundraising | 6667 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10619766 | Total |
| Program Services | 10456878 | ProgramServices |
| Management And General | 135039 | ManagementAndGeneral |
| Fundraising | 27849 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2151514 | Total |
| Program Services | 1841084 | ProgramServices |
| Management And General | 257355 | ManagementAndGeneral |
| Fundraising | 53075 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Maintenance & Repairs | 2821391 | 2414309 | 337482 | 69600 |
| Bad Debt | 117878 | 100870 | 14100 | 2908 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105626590 | Total |
| Program Services | 91755699 | ProgramServices |
| Management And General | 11499339 | ManagementAndGeneral |
| Fundraising | 2371552 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12360670 | BOY |
| EOY | 12253211 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 787083 | BOY |
| EOY | 1991336 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7994780 | BOY |
| EOY | 7026487 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1050148 | BOY |
| EOY | 1181021 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 239155363 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 131151533 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95761128 | BOY |
| EOY | 108003830 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129881910 | BOY |
| EOY | 114865892 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19332296 | BOY |
| EOY | 21174509 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9459478 | BOY |
| EOY | 1552990 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276627493 | BOY |
| EOY | 268049276 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13350183 | BOY |
| EOY | 17646705 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 979399 | BOY |
| EOY | 1534817 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000000 | BOY |
| EOY | 49100000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9950761 | BOY |
| EOY | 11489735 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19045477 | BOY |
| EOY | 14536353 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93325820 | BOY |
| EOY | 94307610 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172814321 | BOY |
| EOY | 161673981 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 357118 | BOY |
| EOY | 951899 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10130234 | BOY |
| EOY | 11115786 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183301673 | BOY |
| EOY | 173741666 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276627493 | BOY |
| EOY | 268049276 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -569881 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -8990126 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24097854 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25361804 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26447330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26500180 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33125103 | CurrentTaxYear |
| Total | 135532271 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24097854 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25361804 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26447330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26500180 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33125103 | CurrentTaxYear |
| Total | 135532271 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 135532271 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6429261 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6869649 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5701279 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4078441 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4205185 | CurrentTaxYear |
| Total | 27283815 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 136865 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 92095 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 160520 | CurrentTaxYearMinus1Year |
| Current Tax Year | 152125 | CurrentTaxYear |
| Total | 541605 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 163357691 | TotalSupport |
| Gross Receipts From Admissions Etc | 274808579 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.82970 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81610 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 622 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 622 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 105625968 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 105626590 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 450 | CurrentYearMinus2 |
| Current Year Minus1 | 622 | CurrentYearMinus1 |
| Current Year | 622 | CurrentYear |
| Total | 1694 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 149644170 | BeginningOfYearBalance |
| Contributions | 368718 | Contributions |
| Investment Earnings Or Losses | 827750 | InvestmentEarningsOrLosses |
| Other Expenditures | -13399685 | OtherExpenditures |
| End Of Year Balance | 137440953 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 172911797 | BeginningOfYearBalance |
| Contributions | 300000 | Contributions |
| Investment Earnings Or Losses | 19061121 | InvestmentEarningsOrLosses |
| Other Expenditures | -42628748 | OtherExpenditures |
| End Of Year Balance | 149644170 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 162272500 | BeginningOfYearBalance |
| Contributions | 363620 | Contributions |
| Investment Earnings Or Losses | 13153414 | InvestmentEarningsOrLosses |
| Other Expenditures | -2877737 | OtherExpenditures |
| End Of Year Balance | 172911797 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 172129882 | BeginningOfYearBalance |
| Contributions | 27433359 | Contributions |
| Investment Earnings Or Losses | -32870068 | InvestmentEarningsOrLosses |
| Other Expenditures | -4420673 | OtherExpenditures |
| End Of Year Balance | 162272500 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.85610 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.14390 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10469397 | OtherCostOrOtherBasis |
| Book Value | 10469397 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 185832698 | OtherCostOrOtherBasis |
| Depreciation | 99600310 | Depreciation |
| Book Value | 86232388 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7271059 | OtherCostOrOtherBasis |
| Depreciation | 4463029 | Depreciation |
| Book Value | 2808030 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31709339 | OtherCostOrOtherBasis |
| Depreciation | 26550742 | Depreciation |
| Book Value | 5158597 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3872870 | OtherCostOrOtherBasis |
| Depreciation | 537452 | Depreciation |
| Book Value | 3335418 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 108003830 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Alternative Investments | 18727148 | F |
| Funds Held In Trust | 2447361 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 21174509 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Post-Retirement Benefit Obligation | $6,443,000 |
| Advances on Contracts | $1,528,540 |
| Life Income Contracts | $589,063 |
| Revolving Credit Facility | $3,013,377 |
| Capital Lease | $2,962,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 14536353 | TotalOfAmounts |
| Total Revenue | 105056709 | TotalRevenue |
| Total Expenses | 105626590 | TotalExpenses |
| Excess Or Deficit For Year | -569881 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -5442963 | NetUnrealizedGLOnInvestments |
| Other | -$3,547,163 | OtherAmount |
| Total Adjustments | -8990126 | TotalAdjustments |
| Excess Or Deficit Per FS | -9560007 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 105827096 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 770387 | OtherRevenues |
| Revenue Not Rptd F990 | 770387 | RevenueNotRptdF990 |
| Revenue Subtotal | 105056709 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 105056709 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 115387103 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 9760513 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 9760513 | ExpensesNotRptdF990 |
| Expenses Subtotal | 105626590 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 105626590 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The investment objective for the endowment fund is to generate total rate of return sufficient to provide moderate proportion of both the current and longer-term financial needs of the YMCA while preserving the purchasing power of the fund. |
| Part XI, Line 8 - Other Adjustments: | Net Gain on Beneficial Interest in Perpetual Trust 770,387. Adjustment for Pension and Post Retirement Liability -3,007,000. Net Loss on Interest Rate Swap -1,310,550. Total to Schedule D, Part XI, Line 8: -3,547,163. | |
| Part XII, Line 2d - Other Adjustments: | Net Gain on Beneficial Interest in Perpetual Trust 770,387. | |
| Part XIII, Line 2d - Other Adjustments: | Adjustment for Pension and Post Retirement Liability 3,007,000. Net Loss on Interest Rate Swap 1,310,550. Net Unrealized Loss on Investments 5,442,963. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|
| Central America and the Caribbean | Investments | 3458232 |
| Europe (Including Iceland & Greenland) | Investments | 238592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 3696824 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 3696824 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donor by Design | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 W Gilbert Road | AddressLine1 |
| City | Palatine | City |
| State | IL | State |
| ZIP Code | 60067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Consults on Strong Kids Campaign and annual campaign | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 707036 | GrossReceipts |
| Amount Retained By Contractor | 35115 | AmountRetainedByContractor |
| Net To Organization | 671921 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 707036 | TotalGrossReceipts |
| Total Retained By Contractors | 35115 | TotalRetainedByContractors |
| Total Net To Organization | 671921 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Independence Auction | NameOfEvent1 |
| Gross Receipts Event1 | 122190 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 90362 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 31828 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 31828 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Elmhurst Dinner | NameOfEvent2 |
| Gross Receipts Event2 | 51225 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 37194 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 14031 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 14031 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 61 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 693501 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 269213 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 424288 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 424288 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 866916 | GrossReceiptsTotal |
| Charitable Contributions Total | 396769 | CharitableContributionsTotal |
| Gross Revenue Total Events | 470147 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 470147 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 470147 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Council of YMCAs of the USA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 North Wacker Drive | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 363258696 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 30000 | AmountOfCashGrant |
| Purpose Of Grant | World Service Japan relief efforts | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The organization provides voluntary support to its national organization, National Council of YMCAs of the USA, for a specific purpose and does not issue grants. Therefore it does not monitor the use of the grant funds. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard H Malone | |||||||||||||
| 426119 | 0 | 75000 | 0 | 11340 | 0 | 0 | 0 | 14742 | 0 | 527201 | 0 | 0 | 0 |
| Julie A Burke | |||||||||||||
| 198763 | 0 | 42123 | 0 | 5000 | 0 | 0 | 0 | 10061 | 0 | 255947 | 0 | 0 | 0 |
| Stephen Dahlin | |||||||||||||
| 200683 | 0 | 30000 | 0 | 84082 | 0 | 28853 | 0 | 4624 | 0 | 348242 | 0 | 0 | 0 |
| Ramon Vazquez | |||||||||||||
| 193754 | 0 | 15000 | 0 | 11340 | 0 | 27074 | 0 | 9812 | 0 | 256980 | 0 | 0 | 0 |
| Charmaine Williams | |||||||||||||
| 165647 | 0 | 22000 | 0 | 11340 | 0 | 23878 | 0 | 1558 | 0 | 224423 | 0 | 0 | 0 |
| Julianna T Cole | |||||||||||||
| 178489 | 0 | 25000 | 0 | 8505 | 0 | 0 | 0 | 6935 | 0 | 218929 | 0 | 0 | 0 |
| Christopher Bielat | |||||||||||||
| 87929 | 0 | 5000 | 0 | 69321 | 0 | 12559 | 0 | 6190 | 0 | 180999 | 0 | 0 | 0 |
| Thomas R Beernsten | |||||||||||||
| 153084 | 0 | 0 | 0 | 0 | 0 | 19373 | 0 | 9906 | 0 | 182363 | 0 | 0 | 0 |
| Sarai L Hoffman | |||||||||||||
| 174258 | 0 | 20000 | 0 | 0 | 0 | 0 | 0 | 7228 | 0 | 201486 | 0 | 0 | 0 |
| Erskine Cunningham | |||||||||||||
| 131029 | 0 | 10000 | 0 | 6480 | 0 | 18556 | 0 | 12236 | 0 | 178301 | 0 | 0 | 0 |
| Katherine J Scharko | |||||||||||||
| 132066 | 0 | 19000 | 0 | 0 | 0 | 0 | 0 | 5221 | 0 | 156287 | 0 | 0 | 0 |
| Kathy Bosco | |||||||||||||
| 123217 | 0 | 20000 | 0 | 6480 | 0 | 19278 | 0 | 15684 | 0 | 184659 | 0 | 0 | 0 |
| Michael J Ross | |||||||||||||
| 130326 | 0 | 16000 | 0 | 0 | 0 | 0 | 0 | 5980 | 0 | 152306 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4a | ReturnReference |
| Explanation | Stephen Dahlin received a severance payment of $75,577 Christopher Bielat received a severance payment of $63,651 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Illinois Finance Authority Adjustable Rate Demand Revenue Bonds Series 2004 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 861091967 | IssuerEIN |
| CUSIP Number | 45200BHQ4 | CUSIPNumber |
| Date Issued | 2004-11-18 | DateIssued |
| Issue Price | 27000000 | IssuePrice |
| Description Of Purpose | Repay debt and improve facilities | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 14900000 | AmountRetired |
| Total Proceeds | 27442574 | TotalProceeds |
| Capitalized Interest | 537264 | CapitalizedInterest |
| Issuance Costs From Proceeds | 256774 | IssuanceCostsFromProceeds |
| Capital Expenditures | 16065210 | CapitalExpenditures |
| Other Spent Proceeds | 10583326 | OtherSpentProceeds |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Harris Bank | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Peter B. McNitt is an Officer at Harris Bank&Board Member of Governing Body | Relationship |
| Amount Of Transaction | 742570 | AmountOfTransaction |
| Description Of Transaction | Bank and Investment Fees | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 7a | There are Voting Members of the Association who elect the Officers of the Board of Managers annually. The Voting Members consist of: 1. All members of the Board of Trustees 2. All members of the Board of Managers 3. All members of the local YMCA Advisory Boards. Voting is typically done by mailed in proxies. | |
| Form 990, Part VI, Section A, line 7b | The Board of Trustees of the YMCA of Metropolitan Chicago must vote in favor of any and all decisions by the Board of Managers with respect to the sale of real property. | |
| Form 990, Part VI, Section B, line 11 | The Board of Managers is the governing body of the Association. The Board has delegated responsibility for the review of the annual Form 990 to the Audit and Finance Committee of the Board, comprised of 12 members of the Board of Managers. A copy of Form 990 was made available to all board members. | |
| Form 990, Part VI, Section B, line 12c | All officers and Board members must disclose any and all potential conflicts. Board members are required to provide a signed statement annually listing all such conflicts. The statements are reviewed by the General Counsel and any items of concern are reported to the President of the Association and the Chairman of the Board of Managers and Chairman of any Board committee that may be affected. If in the opinion of the Chair the conflict is a direct conflict of interest, that member must recuse him- or herself and abstain from any vote or action on the subject of the conflict. | |
| Form 990, Part VI, Section B, line 15 | For the President and CEO and his/her direct reports: -Direct reports provide the CEO with a self assessment. -VP of Human Resources provides the CEO with market data/wage ranges/other pertinent salary information for each of the direct reports as well as the CEO's own market data and wage range. -CEO and the VP of Human Resources prepares a package for the Compensation Committee of the Board of Managers of the Association that includes: organizational accomplishments salary, and market information, direct reports self-assessments, CEO's self assessment. CEO also provides a summary review write up of each direct report along with a salary and/or bonus, if any, recommendation for each. -VP of Human Resources convenes the Compensation Committee which includes the Chairman of the Board of Managers and a minimum of two other members of the Board of Managers to discuss organization performance, performance of CEO and each direct report and approve or alter salary recommendation provided by the CEO. Chairman of the Board makes recommendation to committee on CEO's salary change. -Chairman of the Board documents Compensation Committee decision for CEO and direct reports in memo format and provides recommendation along with all documents listed above that were used in Compensation Committee decision. Information is provided to VP of Human Resources who communicates decision to CFO for payroll processing. -Documentation is kept by VP of Human Resources. -An independent compensation consultant and Form 990 of other organizations are also used in the process to determine the CEO's compensation. For other key employees: Executive Directors and Officers (non-direct reports to CEO): -Normal annual performance review and merit increase process. -Employee completes self-assessment. -Manager (Usually a VP level or above) writes performance review. -Merit increases are made within the guidelines set by senior management and communicated by VP of Human Resources. -Merit increase is reviewed and approved by GVP, Senior VP and VP of Human Resources. VP of Human Resources reviews decisions, discusses and obtains approval of any exceptions to guidelines with CEO and approval by independent persons. -Includes contemporaneous substantiation of the deliberation and decision -VP of Human Resource's review includes: Comparison of market data and wage ranges with key employee's salary, assessment of internal equity of like positions, discussion and guidance to ED or VP/EVP on salary for key employees. | |
| Form 990, Part VI, Section C, line 19 | The Association makes its governing documents, conflict of interest policy and certain financial statements available to the public by providing copies upon request. | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -5,442,963. Net Gain on Beneficial Interest in Perpetual Trust 770,387. Adjustment for Pension and Post Retirement Liability -3,007,000. Net Loss on Interest Rate Swap -1,310,550. Total to Form 990, Part XI, Line 5: -8,990,126. | Changes in Net Assets or Fund Balances: |
| Form 990, Part I, line 1 | -17,500 individuals at 8 human services centers -6,000 children within 19 day camp programs -1,500 adults living in 6 supportive housing sites -1,500 families with expectant mothers or infants and teen parents receiving case management services - 1,000 adults acquiring basic education, vocational training, and employment assistance - 1,300 young children at 13 child care sites ages 6 week to 12 years - 1,000 seniors benefiting from in-home care - 2,000 children at 9 community schools in partnership with Chicago public schools - 300 teenagers learning leadership and achievement skills - 300 youth benefiting from street intervention consisting of prevention, mediation and relationship building | continuation of description of organization mission: |
| Schedule R, Part IV: | The YMCA of Metropolitan Chicago is the remainderman of the trusts. | |
| Form 990, Part VII, Section A, Column (B): Average hours per week at | Richard H. Malone, Donald J. Gralen, William C. Mitchell, Benno C. Friedrich, Henry T. Chandler and Allen C. Cizner - 1 hour at each of the following related organizations: -YMCA of Metropolitan Chicago Foundation -YMCA of Metropolitan Chicago Foundation for Greater Roseland -YMCA of Metropolitan Chicago Foundation for Harvey II -YMCA of Metropolitan Chicago Foundation for Harvey III -YMCA of Metropolitan Chicago Foundation for Washington Park Stephen Dahlin - 1 hour at each of the following related organizations: -YMCA of Metropolitan Chicago Foundation -YMCA of Metropolitan Chicago Foundation for Greater Roseland -YMCA of Metropolitan Chicago Foundation for Harvey II -YMCA of Metropolitan Chicago Foundation for Harvey III -YMCA of Metropolitan Chicago Foundation for Washington Park -Lois & Walter Schuessler Child Development Center | related organizations: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| YMCA of Metropolitan Chicago Foundation | ||||||||||
| 801 N Dearborn | Chicago | IL | 60610 | 237191849 | Housing | IL | 501(c)(3) | 9 | N/A | 0 |
| YMCA of Metropolitan Chicago Foundation for Greater Roseland | ||||||||||
| 801 N Dearborn | Chicago | IL | 60610 | 364286309 | Housing | IL | 501(c)(3) | 9 | N/A | 0 |
| YMCA of Metropolitan Chicago Foundation for Harvey II | ||||||||||
| 801 N Dearborn | Chicago | IL | 60610 | 753151494 | Housing | IL | 501(c)(3) | 9 | N/A | 0 |
| YMCA of Metropolitan Chicago Foundation for Harvey III | ||||||||||
| 801 N Dearborn | Chicago | IL | 60610 | 810672052 | Housing | IL | 501(c)(3) | 9 | N/A | 0 |
| YMCA of Metropolitan Chicago Foundation for Washington Park | ||||||||||
| 801 N Dearborn | Chicago | IL | 60610 | 364440509 | Housing | IL | 501(c)(3) | 9 | N/A | 0 |
| Lois & Walter Schuessler Child Development | ||||||||||
| 801 N Dearborn | Chicago | IL | 60610 | 363326909 | Child Development | IL | 501(c)(3) | 11 | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|
| Ronald and Mary Jane Phares Charitable Remainder Unitrust | ||||||||||
| 801 N Dearborn Street | Chicago | IL | 60610 | 900024671 | Charitable Remainder Unitrust | IL | N/A | T | 35163 | 1.00000 |
| June & Albert Rodrigues Charitable Remainder Trust | ||||||||||
| 801 N Dearborn Street | Chicago | IL | 60610 | 367329919 | Charitable Remainder Trust | IL | N/A | T | 68310 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |