2012-03-01T08:27:33-06:00 2011-06-30 SWARTZ RETSON & CO PC 235 E 86TH AVE MERRILLVILLE IN 46410 990 2010-07-01 132890752 COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING COUN 3124992600 55 EAST MONROE NO 1930 CHICAGO IL 60603 GLORIA WAGNER 3124492600 2012-01-18 1 RICHARD YOUNG 2197693616 2010 2016-02-24 21:20:13Z GLORIA WAGNER 55 EAST MONROE CHICAGO IL 60603 10332891 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. 31 31 116 0 0 0 3505085 5743228 5835167 3021510 31622 190851 361619 188591 9733493 9144180 0 0 0 0 4406121 4022390 0 0 0 4913396 3984657 9319517 8007047 413976 1137133 13704913 14007578 3439409 3239442 10265504 10768136 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. 1 0 846106 28250 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. 1892783 1556004 CORPORATE SERVICES: ASSISTS EMPLOYERS AND JOINT LABOR-MANAGEMENT ENTITIES TO CREATE LEARNING AND CAREER ADVISING PROJECTS FOR BOTH THE ACTIVE AND DOWNSIZED WORKFORCE. 1047652 15500 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. 1367062 1484347 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. 1367062 1484347 5153603 1 1 0 1 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 0 1 0 0 0 0 0 1 0 0 0 0 1 59 0 116 1 0 0 0 0 0 0 0 0 0 0 X 31 31 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 OF FINANCE 3124992600 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 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 JIMMY GURGANUS 1.00 X 0 0 0 PAMELA TATE 40.00 X 327098 0 22598 GLORIA WAGNER 40.00 X 122085 0 12923 JUDY WERTHEIM 40.00 X 161307 0 14366 PHYLLIS SNYDER 40.00 X 142774 0 12705 AMY SHERMAN 40.00 X 109455 0 13140 DIANA BAMFORD-REES 40.00 X 103132 0 13873 GABI ZOLLA 40.00 X 102423 0 28192 MICHAEL LEWIS 40.00 X 101776 0 19474 1170050 0 137271 8 0 1 0 COUNCIL ON COMPETITIVENESS 1200 K STREET NW SUITE 850 WASHINGTON DC 20005 TECHNICAL ASSISTANCE, POLICY WORK 354976 MALENKE BARNHART 1614 15TH STREET DENVER CO 80202 WEBSITE DEVELOPMENT 219781 2 808642 4934586 5743228 CONTRACT REVENUE & CON 611710 2519813 2519813 CONFERENCE REGISTRATIO 611710 207652 207652 MEMBERSHIP DUES 900099 202439 202439 PUBLICATIONS 511130 67656 67656 OTHER PROGRAM FEES 900099 23950 23950 3021510 160905 160905 126000 126000 126000 126000 1218657 1188711 29946 29946 29946 OTHER INCOME 900099 62591 62591 62591 9144180 3084101 0 316851 663110 163332 499778 2684786 2016704 668082 101708 78338 23370 328603 223823 104780 244183 160423 83760 39261 16625 22636 58920 58920 7500 7500 1056446 979286 77160 306285 142739 163546 65226 30920 34306 640485 640485 415328 354606 60722 172582 143378 29204 84117 84117 168291 87138 81153 53945 53945 OUTREACH 350638 345800 4838 LILA MATCH / PARTNER / 69951 69860 91 EQUIPMENT MAINTENANCE A 56817 2246 54571 CAEL PUBLICATIONS 8229 8229 430636 330156 100480 8007047 5153603 2853444 0 2530782 549176 762085 2738645 1792736 1405583 1068225 902779 100491 202433 2271116 1799609 89715 471507 6008961 7348454 1351918 389001 13704913 14007578 977397 771801 86105 60948 1740912 1805028 634995 601665 3439409 3239442 X 6538495 6205009 3727009 4563127 10265504 10768136 13704913 14007578 X 1137133 -634501 X 0 1 1 X 1 1 X 4656344 2367892 2257933 3505085 5743228 18530482 4656344 2367892 2257933 3505085 5743228 18530482 9723568 8806914 276773 284771 201266 497797 286905 1547512 167925 98470 181934 32424 62591 543344 20621338 41684784 0.42710 0.40910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7500 7500 7999547 8007047 550352 137588 0 0 1000000 615976 550352 2166328 3249492 25148 20824 7500 53472 250000 153994 137588 541582 812373 38830 48 38878 40335 20 1525 38830 40267 68 40335 1.00000 0 0 682714 671263 11451 1588402 1128346 460056 471507 PAYABLE UNDER AGENCY AGREEMENT 601665 601665 9144180 8007047 1137133 -328899 -305602 -634501 502632 8840341 -328899 25060 -303839 9144180 0 9144180 8032107 25060 25060 8007047 0 8007047 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. TAX PERIODS 2007, 2008, 2009 AND 2010 REMAIN SUBJECT TO EXAMINATION BY TAXING JURISDICTIONS. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER OF TEMPORARILY RESTRICTED NET ASSETS TO SUCCESSOR ORGANIZATION -305,602. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 PAMELA TATE 320647 0 6451 0 0 0 14700 0 7898 0 349696 0 347060 0 JUDY WERTHEIM 161307 0 0 0 0 0 8168 0 6198 0 175673 0 172897 0 PHYLLIS SNYDER 142774 0 0 0 0 0 7207 0 5498 0 155479 0 153783 0 PART I, LINE 1A THE PRESIDENT UPGRADES TO FIRST CLASS 25 - 30% OF THE TIME, FOR WHICH THE ORGANIZATION PAYS. EDLINK LLC FILING ENTITY'S CEO IS DIRECTOR OF INTERESTED PERSON 126000 RENTAL OF REAL PROPERTY 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 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. 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: -328,899. TRANSFER OF TEMPORARILY RESTRICTED NET ASSETS TO SUCCESSOR ORGANIZATION -305,602. TOTAL TO FORM 990, PART XI, LINE 5: -634,501. EDLINK LLC 55 E MONROE SUITE 1930 CHICAGO IL 60603 270700703 TUITION BENEFIT ADMINISTRATION DE N/A RELATED -129408 1133994 0 0 0.50000 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 EDLINK LLC I 126000 CASH