2012-12-20T08:57:38-06:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2011-07-01 363310774 ACCESS LIVING OF METROPOLITAN CHICAGO ACCE 3126402100 115 W CHICAGO AVENUE CHICAGO IL 60654 JERRY RAUMAN 3126402109 2012-12-17 1 GREGORY S ADAMS P00095559 6305738600 2011 2016-02-24 21:20:13Z JERRY RAUMAN 115 W CHICAGO CHICAGO IL 60654 6065268 0 X WWW.ACCESSLIVING.ORG X 1987 IL THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND BENEVOLENT PURPOSES TO ASSIST DISABLED PERSONS, TO EDUCATE THE PUBLIC ABOUT THE NEEDS AND ABILITIES OF DISABLED PERSONS AND TO GENERALLY PROVIDE SERVICES AND PROGRAMS TO AND FOR DISABLED PERSONS. 27 26 73 30 0 0 5919826 4873345 0 0 2762 29200 105584 1048521 6028172 5951066 0 0 0 0 3623027 4055782 0 0 369728 1486841 1741665 5109868 5797447 918304 153619 18262391 17888839 384322 435828 17878069 17453011 X THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND BENEVOLENT PURPOSES TO ASSIST DISABLED PERSONS, TO EDUCATE THE PUBLIC ABOUT THE NEEDS AND ABILITIES OF DISABLED PERSONS AND TO GENERALLY PROVIDE SERVICES AND PROGRAMS TO AND FOR DISABLED PERSONS. 0 0 1229597 LONG-TERM CARE TEAM - PROVIDES TRAINING AND REFERRAL FOR PERSONAL ASSISTANTS, ASSISTS PEOPLE INTERESTED IN MOVING OUT OF NURSING HOMES, AND ADVOCATES FOR HEALTHCARE POLICY THAT WOULD BENEFIT PEOPLE WITH DISABILITIES. 1459046 HOUSING AND COMMUNITY SUPPORT TEAM - ASSISTS PEOPLE WITH DISABILITIES TO FIND AFFORDABLE, ACCESSIBLE, INTEGRATED HOUSING. THE TEAM ALSO HELPS PEOPLE OBTAIN SUPPORT (SUCH AS ASSISTIVE TECHNOLOGY) AND DEVELOP THE SKILLS (SUCH AS FINANCIAL LITERACY) THEY NEED TO LIVE INDEPENDENTLY. 1356031 COMMUNITY ORGANIZING AND POLICY TEAM - CONDUCTS ACTIVITIES TO ENGAGE PEOPLE WITH DISABILITIES IN THE WORK THAT THE AGENCY DOES AROUND ISSUES IMPORTANT TO PEOPLE WITH DISABILITIES IN CHICAGO, INCLUDING HOUSING, EMPLOYMENT, EDUCATION, HEALTHCARE AND TRANSPORTATION. THE TEAM ALSO CONDUCTS POLICY ANALYSIS IN ORDER TO UNDERSTAND AND IMPACT LEGISLATION, LAWS AND POLICIES THAT IMPACT PEOPLE WITH DISABILITIES IN CHICAGO. THE AGENCY'S POLICY ANALYSIS WORK FOCUSES ON HOUSING, EDUCATION, HEALTHCARE, EMPLOYMENT AND COMMUNITY INTEGRATION. 1024088 CIVIL RIGHTS TEAM - USES PUBLIC EDUCATION, NEGOTIATION AND LITIGATION TO ADDRESS DISABILITY-BASED DISCRIMINATION AND ENFORCES THE CIVIL RIGHTS OF PEOPLE BY HANDLING CASES THAT WILL HAVE THE GREATEST IMPACT ON THE BROADER DISABILITY COMMUNITY; AND CONDUCTS A FAIR HOUSING INITIATIVE THAT ENFORCES THE FAIR HOUSING ACT FOR PEOPLE WITH DISABILITIES.ART TEAM - IN 2007, THE AGENCY DEVELOPED AN ARTS & CULTURE INITIATIVE IN RESPONSE TO A NEWLY EMERGING DISABILITY CULTURE. THE INITIATIVE PROMOTES DISABILITY ART, CULTURE AND HISTORY THROUGH A PERMANENT COLLECTION OF ART BY PROFESSIONAL ARTISTS WITH DISABILITIES, SHOWCASING THE CHICAGO DISABILITY HISTORY EXHIBIT AT THE AGENCY'S HEADQUARTERS, HOSTING PERFORMING ARTS EVENTS THAT INTEGRATE PEOPLE WITH DISABILITIES AND EDUCATIONAL SESSIONS ON TOPICS RELATED TO DISABILITY ART, CULTURE AND HISTORY. 1024088 5068762 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 33 0 1 73 1 0 0 0 0 0 1 1 0 0 0 0 X 27 26 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X JERRY RAUMAN CFO 3126402109 115 W CHICAGO CHICAGO IL 60654 MARCA BRISTO 40.00 X X 183304 0 8409 DR HENRY BETTS 2.00 X 0 0 0 WARNER SAUNDERS 2.00 X 0 0 0 ERIC GROSSMAN 3.00 X 0 0 0 JOYCE LANE 2.00 X 0 0 0 EVELYN ARKEBAUER 2.00 X 0 0 0 MICHAEL SANTAY 2.00 X 0 0 0 THEA FLAUM 2.00 X 0 0 0 GREGG BRAXTON 2.00 X 0 0 0 NELLY AGUILAR 2.00 X 0 0 0 BRAD MARKHAM 2.00 X 0 0 0 ZULLY ALVARADO 2.00 X 0 0 0 ANDRES GALLEGOS 2.00 X 0 0 0 KEVIN IRVINE 2.00 X 0 0 0 JERRY KENDALL 2.00 X 0 0 0 WAYNE MADSEN 2.00 X 0 0 0 LANCE RAINGE 2.00 X 0 0 0 JOHN SCHMIDT 2.00 X 0 0 0 BENJAMIN LUMICAO 2.00 X 0 0 0 JOANNE CROWN 2.00 X 0 0 0 PETER GIDWITZ 2.00 X 0 0 0 WILL HAFFNER 2.00 X 0 0 0 NEIL HARTIGAN 2.00 X 0 0 0 KRISTI KIRSCHNER 2.00 X 0 0 0 MICHELLE LEE 2.00 X 0 0 0 BEATRICE CUMMINGS MAYER 2.00 X 0 0 0 SHAWNELLE RICHIE 2.00 X 0 0 0 DAISY FEIDT 40.00 X 107794 0 2605 GERALD RAUMAN 40.00 X 103485 0 2470 KENNETH WALDEN 40.00 X 102248 0 2470 496831 0 15954 4 0 1 0 0 83766 521194 2605626 1662759 4873345 29200 29200 45321 521194 114202 -68881 -68881 SETTLEMENT REVENUE 900099 976568 976568 OTHER FEES 900099 101013 101013 MISCELLANEOUS REVENUE 900099 39821 39821 1117402 5951066 0 0 1077721 408067 301970 106097 2702127 2421965 61493 218669 101756 90563 5088 6105 560564 498902 28028 33634 283268 248024 15460 19784 34824 34468 145 211 73712 67208 2646 3858 168268 143669 8187 16412 18001 16417 646 938 78689 71818 2803 4068 136315 100703 30957 4655 105685 37245 47028 21412 515012 469692 18488 26832 34348 31325 1233 1790 SPECIFIC PROGRAM 312093 308112 3955 26 EQUIPMENT RENTAL AND MA 161753 147529 5803 8421 STIPENDS 31872 31596 113 163 INTERPRETIVE AND PERSON 29503 24574 4158 771 41590 22982 16629 1979 5797447 5068762 358957 369728 1644067 1969462 3152117 2077110 2766 83138 12918813 2938579 10385730 9980234 3015658 3053675 62053 725220 18262391 17888839 35883 63690 10854 4988 337585 367150 384322 435828 X 13275996 13674741 4602073 3778270 17878069 17453011 18262391 17888839 X 153619 -578677 X X 0 1 1 X 1 1 X 4758158 4010024 4094056 5919826 4873345 23655409 4758158 4010024 4094056 5919826 4873345 23655409 2088020 21567389 56236 19004 1664 2762 29200 108866 32262 105150 215251 -67429 285234 24049509 2957565 0.89680 0.89140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 11078 11078 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: $11,078 WAS SPENT IN TAX YEAR 2011 TO INFLUENCE LEGISLATION THROUGH GRASSROOTS LOBBYING/ADVOCACY BY DEVELOPING PUBLIC COMMENTARY AND TESTIMONY REGARDING THE FOLLOWING ISSUES AND GOVERNMENTAL AGENCIES: 1. ADVOCATING FOR ACCESS TO HOMECARE FOR PEOPLE WITH DISABILITIES WITH THE ILLINOIS LEGISLATURE 2. ADVOCATING FOR UNIVERSAL HEALTHCARE 3. ADVOCATING FOR THE ELIMINATION OF SEGREGATED HOUSING FOR PEOPLE WITH DISABILITIES 4. ADVOCATING FOR EQUAL EDUCATION FOR PEOPLE WITH DISABILITIES IN THE CHICAGO PUBLIC SCHOOL SYSTEM. X 0 1834853 15000 -62044 1787809 1033801 587741 213311 1834853 649962 350922 32917 1033801 647279 2683 649962 1.00000 0 0 251353 251353 11320213 2012483 9307730 1347247 926096 421151 9980234 ACCRUED COMPENSATION 367150 367150 5951066 5797447 153619 -67429 -511248 -578677 -425058 5997839 -67429 114202 46773 5951066 0 5951066 6422897 625450 625450 5797447 0 5797447 PART III, LINE 1A: WORKS OF ART ARE MAINTAINED BY THE ORGANIZATION TO PROMOTE DISABILITY ART, CULTURE, AND HISTORY. PART III, LINE 4: ART COLLECTION IS USED TO PROMOTE DISABILITY ART, CULTURE AND HISTORY BY SHOWCASING THE CHICAGO DISABILITY HISTORY EXHIBIT AT THE AGENCY'S HEADQUARTERS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: BOARD DESIGNATED ENDOWMENT WAS ESTABLISHED TO SUPPORT MAINTENANCE OF THE BUILDING AND A RESERVE FOR EXTRAORDINARY OPERATING EVENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE AGENCY DETERMINED THAT IS WAS NOT REQUIRED TO RECORD A LIABILITY FOR ANY UNCERTAIN TAX POSITION AS OF JUNE 30, 2012. THE FEDERAL AND STATE TAX RETURNS OF THE AGENCY FOR 2008, 2009, AND 2010 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 8 - OTHER ADJUSTMENTS: CAPITAL CAMPAIGN EXPENSES -511,248. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EVENTS EXPENSE PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EVENTS EXPENSE CAPITAL CAMPAIGN EXPENSES ANNUAL GALA 566515 521194 45321 114202 566515 521194 45321 114202 114202 -68881 X X X 0 0 0 0 0 0 0 0 0 MARCA BRISTO 172499 0 10805 0 0 0 8409 0 0 0 191713 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ACCESS LIVING OF METROPOLITAN CHICAGO IS A MEMBERSHIP ORGANIZATION. MEMBERS CAN JOIN BY PAYING A $25 FEE. MEMBERS VOTE ANNUALLY TO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION ABOVE FOR FORM 990, PART VI, SECTION A, LINE 6. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF FORM 990 IS PROVIDED TO THE AGENCY AND IS REVIEWED IN DETAIL FOR COMPLETENESS AND ACCURACY BY THE CHIEF FINANCIAL OFFICER, CHAIRMAN OF FINANCE COMMITTEE, AND BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT AFFIRMING THAT THEY HAVE NO CONFLICTS OF INTEREST WITH THE AGENCY AND ANY MATTERS ARISING IN THE FUTURE WILL BE DISCLOSED APPROPRIATELY. THESE SIGNED STATEMENTS ARE KEPT ON FILE BY THE AGENCY. FORM 990, PART VI, SECTION B, LINE 15 A WAGE ANALYSIS IS DONE BY AN OUTSIDE CONSULTING FIRM EVERY THREE YEARS WHICH INCORPORATES OTHER COMPENSATIONS OF THOSE IN SIMILAR ORGANIZATIONS AND POSITION. ALSO, INCREASES AND DECREASES IN COMPENSATION MUST BE APPROVED BY THE EXECUTIVE COMMITTE, OF WHICH THE CEO/PRESIDENT IS NOT A MEMBER. COMPENSATION FOR OTHER MANAGEMENT AND KEY EMPLOYEES IS ALSO DETERMINED BY A WAGE ANALYSIS DONE BY AN OUTSIDE FIRM, WHICH IS DONE EVERY THREE YEARS FOR THESE EMPLOYEES. ANY INCREASES OR DECREASES ARE APPROVED DIRECTLY BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -67,429. CAPITAL CAMPAIGN EXPENSES -511,248. TOTAL TO FORM 990, PART XI, LINE 5: -578,677. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.