COUNCIL FOR ADULT AND EXPERIENTIAL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- COUNCIL FOR ADULT AND EXPERIENTIAL (EIN 13-2890752)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-01-28
- IRS object ID
- 201140289349300119
- Schema version
- 2009v1.4
- 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 J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-28T16:32:22-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWARTZ RETSON & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 E 86TH AVE | AddressLine1 |
| City | MERRILLVILLE | City |
| State | IN | State |
| ZIP Code | 46410 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132890752 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COUN | NameControl |
| Phone | 3124992600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST MONROE No 1930 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60603 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GLORIA WAGNER | Name |
| Title | ASSOCIATE VP OF FINANCE | Title |
| Phone | 3124492600 | Phone |
| Date Signed | 2011-01-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUTH BEST | Name |
| Phone | 2197693616 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GLORIA WAGNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST MONROE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12195066 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CAEL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | AN INTERNATIONAL MEMBERSHIP ORGANIZATION DEDICATED TO IMPROVING EDUCATIONAL OPPORTUNITIES FOR ADULTS. CAEL DEVELOPS AND COORDINATES PROGRAMS TO MEET THE SPECIFIC EDUCATIONAL, TRAINING AND RETRAINING NEEDS OF ADULTS THROUGH ITS CONTRACTS WITH BUSINESS, LABOR AND GOVERNMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 158 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8419997 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3505085 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10574111 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5835167 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -101229 | InvestmentIncomePriorYear |
| Investment Income Current Year | 31622 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 181934 | OtherRevenuePriorYear |
| Other Revenue Current Year | 361619 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19074813 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9733493 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8420467 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4406121 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11794431 | OtherExpensePriorYear |
| Other Expenses Current Year | 4913396 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20214898 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9319517 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1140085 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 413976 | RevenuesLessExpensesCY |
| Total Assets BOY | 15198758 | TotalAssetsBOY |
| Total Assets EOY | 13704913 | TotalAssetsEOY |
| Total Liabilities BOY | 5828898 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3439409 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9369860 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10265504 | NetAssetsOrFundBalancesEOY |
| Mission Description | AN INTERNATIONAL MEMBERSHIP ORGANIZATION DEDICATED TO IMPROVING EDUCATIONAL OPPORTUNITIES FOR ADULTS. CAEL DEVELOPS AND COORDINATES PROGRAMS TO MEET THE SPECIFIC EDUCATIONAL, TRAINING AND RETRAINING NEEDS OF ADULTS THROUGH ITS CONTRACTS WITH BUSINESS, LABOR AND GOVERNMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 917584 | Expense |
| Revenue | 892049 | Revenue |
| Description | HIGHER EDUCATION: ASSISTS EDUCATIONAL INSTITUTIONS TO PROVIDE ADULTS WITH MEANINGFUL, RELEVANT AND QUALITY LEARNING EXPERIENCES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2586130 | Expense |
| Revenue | 4282448 | Revenue |
| Description | CORPORATE SERVICES: ASSISTS EMPLOYERS AND EDUCATIONAL INSTITUTIONS ON PROJECTS FOR BOTH THE ACTIVE AND DOWNSIZED WORKFORCE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1531645 | Expense |
| Revenue | 15214 | Revenue |
| Description | RESEARCH AND POLICY: CREATES ALLIANCES BETWEEN PUBLIC, PHILANTHROPIC AND PRIVATE SECTORS TO SUPPORT ACCESS AND SUCCESS FOR ADULTS AS THEY PURSUE QUALITY LEARNING OPPORTUNITIES AND CAREER PATHS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1077239 | Expense |
| Revenue | 677880 | Revenue |
| Description | PROVIDES RESEARCH, FACILITATION AND PLANNING ASSISTANCE TO PUBLIC SECTOR AND HEALTHCARE AGENCIES DEVELOPING EDUCATION AND TRAINING INITIATIVES. THROUGH SEPTEMBER 1, 2009, ALSO PROVIDED TUITION ASSISTANCE MANAGEMENT SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1077239 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 677880 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6112598 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 55 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 158 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | 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 | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| 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 | GLORIA WAGNER ASSOC VP OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3124992600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST MONROE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60603 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| PAUL ALMEIDA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR MILDRED GARCIA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR RONALD J HENRY | ||||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| DR PETER EWELL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR ARTHUR KIRK JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SHARI FRANKLIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR PAUL LeBLANC | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| B RUSSELL LOCKRIDGE | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||
| DR TULLISSE MURDOCK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR FREDERICK MOORE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR HOLLY MOORE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR JOSEPH MOORE | ||||||||
| PAST CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| DR BARBARA MURPHY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL MURRAY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR SHIRLEY PIPPINS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOANN SHAW | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR WAYNE E GILES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHINA GORMAN | ||||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| DR BEVERLEY J PITTS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RODNEY POWELL | ||||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | ||
| DR RODNEY SMITH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HAVEN COCKERHAM | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR CARLOS HERNANDEZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR DORSEY KENDRICK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRIAN KENNEDY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FELICE NUDELMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JUDY SCHUELER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KIMBERLY VAUGHN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANTHONY BEEBE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KATHLEEN GALLO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JIMMY GURGANUS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANNE LANG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRUCE LESLIE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PAMELA TATE | ||||||||
| PRESIDENT AND CEO | 40.00 | 306053 | 0 | 41007 | X | |||
| GLORIA WAGNER | ||||||||
| ASSOCIATE VP OF FINANCE | 40.00 | 111859 | 0 | 14206 | X | |||
| JUDY WERTHEIM | ||||||||
| VP OF HIGHER ED | 40.00 | 156896 | 0 | 16001 | X | |||
| PHYLLIS SNYDER | ||||||||
| REGIONAL VP | 40.00 | 138955 | 0 | 14828 | X | |||
| AMY SHERMAN | ||||||||
| ASSOC VP-POLICY / STRATE | 40.00 | 105560 | 0 | 15447 | X | |||
| DIANA BAMFORD-REES | ||||||||
| ASSOC VP OF MEMBER SERVI | 40.00 | 100262 | 0 | 15974 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 919585 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 117463 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOW LOHNES PLLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NEW HAMPSHIRE AVENUE NW SUIT | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200366802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | LEGAL SERVICES | DescriptionOfServices |
| Compensation | 185110 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 3505085 | AllOtherContributions |
| Total Contributions | 3505085 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACT REVENUE & CON | 611710 | 5258345 | 5258345 |
| CONFERENCE REGISTRATIO | 611710 | 236801 | 236801 |
| MEMBERSHIP DUES | 900099 | 197194 | 197194 |
| PUBLICATIONS | 511130 | 71957 | 71957 |
| OTHER PROGRAM FEES | 900099 | 70870 | 70870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5835167 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 168602 | TotalRevenueColumn |
| Exclusion | $168,602 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 329195 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 329195 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 329195 | TotalRevenueColumn |
| Exclusion | $329,195 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2324593 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2461573 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -136980 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -136980 | TotalRevenueColumn |
| Exclusion | -$136,980 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 32424 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32424 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 32424 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9733493 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5867591 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $360,817 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 681741 | Total |
| Program Services | 163673 | ProgramServices |
| Management And General | 518068 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2980052 | Total |
| Program Services | 2300652 | ProgramServices |
| Management And General | 679400 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121415 | Total |
| Program Services | 95206 | ProgramServices |
| Management And General | 26209 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 358677 | Total |
| Program Services | 265283 | ProgramServices |
| Management And General | 93394 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264236 | Total |
| Program Services | 180212 | ProgramServices |
| Management And General | 84024 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114135 | Total |
| Program Services | 7306 | ProgramServices |
| Management And General | 106829 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38414 | Total |
| Management And General | 38414 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20824 | Total |
| Management And General | 20824 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23891 | Total |
| Program Services | 4850 | ProgramServices |
| Management And General | 19041 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286288 | Total |
| Program Services | 147050 | ProgramServices |
| Management And General | 139238 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120254 | Total |
| Program Services | 51706 | ProgramServices |
| Management And General | 68548 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 768795 | Total |
| Program Services | 1769 | ProgramServices |
| Management And General | 767026 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324379 | Total |
| Program Services | 276926 | ProgramServices |
| Management And General | 47453 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203886 | Total |
| Program Services | 186038 | ProgramServices |
| Management And General | 17848 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80337 | Total |
| Management And General | 80337 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107845 | Total |
| Management And General | 107845 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43244 | Total |
| Program Services | 171 | ProgramServices |
| Management And General | 43073 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONSULTANTS | 962191 | 901555 | 60636 |
| TUITION EXPENSE | 509087 | 509087 | |
| TRAINERS / ADVISORS | 386523 | 380742 | 5781 |
| OTHER OPERATING EXPENSE | 272338 | 84938 | 187400 |
| LILA MATCH / PARTNER / | 264567 | 263278 | 1289 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386398 | Total |
| Program Services | 292156 | ProgramServices |
| Management And General | 94242 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9319517 | Total |
| Program Services | 6112598 | ProgramServices |
| Management And General | 3206919 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3633600 | BOY |
| EOY | 2530782 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1336537 | BOY |
| EOY | 762085 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1348569 | BOY |
| EOY | 1792736 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2166692 | BOY |
| EOY | 1068225 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329111 | BOY |
| EOY | 100491 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1721033 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1631318 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1450559 | BOY |
| EOY | 89715 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4933690 | BOY |
| EOY | 6008961 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1351918 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15198758 | BOY |
| EOY | 13704913 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1271907 | BOY |
| EOY | 977397 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130295 | BOY |
| EOY | 86105 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1680575 | BOY |
| EOY | 1740912 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2746121 | BOY |
| EOY | 634995 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5828898 | BOY |
| EOY | 3439409 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6024417 | BOY |
| EOY | 6538495 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3345443 | BOY |
| EOY | 3727009 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9369860 | BOY |
| EOY | 10265504 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15198758 | BOY |
| EOY | 13704913 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| 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 | 1780654 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4656344 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2367892 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2257933 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3505085 | CurrentTaxYear |
| Total | 14567908 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1780654 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4656344 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2367892 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2257933 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3505085 | CurrentTaxYear |
| Total | 14567908 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 7809498 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6758410 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 193120 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 276773 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 284771 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 201266 | CurrentTaxYearMinus1Year |
| Current Tax Year | 497797 | CurrentTaxYear |
| Total | 1453727 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19662 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 167925 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 98470 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 181934 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32424 | CurrentTaxYear |
| Total | 500415 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 16522050 | TotalSupport |
| Gross Receipts From Admissions Etc | 49349652 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.40910 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.56380 | 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 | 20824 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 20824 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 9298693 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 9319517 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 615976 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 153994 | 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 | 615976 | CurrentYear |
| Total | 2615976 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,923,964 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 15000 | CurrentYearMinus3 |
| Current Year Minus2 | 25148 | CurrentYearMinus2 |
| Current Year | 20824 | CurrentYear |
| Total | 60972 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year | 153994 | CurrentYear |
| Total | 653994 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $980,991 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 682714 | OtherCostOrOtherBasis |
| Depreciation | 669013 | Depreciation |
| Book Value | 13701 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1038319 | OtherCostOrOtherBasis |
| Depreciation | 962305 | Depreciation |
| Book Value | 76014 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 89715 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN RELATED PARTY | Description |
| Book Value | 1351918 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 1351918 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYABLE UNDER AGENCY AGREEMENT | $597,510 |
| ACCRUED LIABILITIES - RELATED PARTY | $37,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 634995 | TotalOfAmounts |
| Total Revenue | 9733493 | TotalRevenue |
| Total Expenses | 9319517 | TotalExpenses |
| Excess Or Deficit For Year | 413976 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 481668 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 481668 | TotalAdjustments |
| Excess Or Deficit Per FS | 895644 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8631774 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 481668 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 481668 | RevenueNotRptdF990 |
| Revenue Subtotal | 8150106 | RevenueSubtotal |
| Other Revenues Not Included | 1583387 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1583387 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9733493 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8107068 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8107068 | ExpensesSubtotal |
| Other Expenses Not Included | 1212449 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1212449 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9319517 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | 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 2006, 2007, 2008 AND 2009 REMAIN SUBJECT TO EXAMINATION BY TAXING JURISDICTIONS. |
| Part XII, Line 4b - Other Adjustments: | REVENUE FROM DISCONTINUED OPERATIONS NOT MEETING 25% THRESHOLD: 1583387. | |
| Part XIII, Line 4b - Other Adjustments: | EXPENSES FROM DISCONTINUED OPERATIONS NOT MEETING 25% THRESHOLD: 1212449. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAMELA TATE | |||||||||||||
| 298948 | 0 | 0 | 0 | 7105 | 0 | 14700 | 0 | 26307 | 0 | 347060 | 0 | 378780 | 0 |
| JUDY WERTHEIM | |||||||||||||
| 156896 | 0 | 0 | 0 | 0 | 0 | 8261 | 0 | 7740 | 0 | 172897 | 0 | 169420 | 0 |
| PHYLLIS SNYDER | |||||||||||||
| 138955 | 0 | 0 | 0 | 0 | 0 | 7291 | 0 | 7537 | 0 | 153783 | 0 | 154436 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | THE PRESIDENT UPGRADES TO FIRST CLASS 25 - 30% OF THE TIME, FOR WHICH THE ORGANIZATION PAYS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| EDLINK LLC | |||
| FILING ENTITY'S CEO IS DIRECTOR OF INTERESTED PERSON | 329195 | RENTAL OF REAL PROPERTY | 0 |
| EDLINK LLC | |||
| FILING ENTITY'S CEO IS DIRECTOR OF INTERESTED PERSON | 75899 | CONSULTING SERVICES | 0 |
| EDLINK LLC | |||
| FILING ENTITY'S CEO IS DIRECTOR OF INTERESTED PERSON | 1351918 | JOINT VENTURE IN LLC | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part III, line 3 | Changes in Program Services | AS OF SEPTEMBER 2, 2009, THE ORGANIZATION CEASED PROVIDING THE TUITION ASSISTANCE MAINTENANCE SERVICES LINE OF BUSINESS. THIS LINE OF BUSINESS WAS LESS THAN 25% DIVESTITURE. |
| 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 ASSOCIATE VICE PRESIDENT OF FINANCE REVIEWS THE FORM 990 PRIOR TO FILING. | |
| Form 990, Part VI, Section B, line 12c | THE ASSOCIATE VICE PRESIDENT OF FINANCE REVIEWS DISBURSEMENTS. WHEN A DISBURSEMENT REQUEST IS PRESENTED FOR A KNOWN CONFLICT OF INTEREST, THE ASSOCIATE VICE PRESIDENT OF FINANCE ENSURES THAT THE POLICY IS FOLLOWED. | |
| 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDLINK LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 E MONROE SUITE 1930 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270700703 | EIN |
| Primary Activity | TUITION BENEFIT ADMINISTRATION | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | 50 | ShareOfTotalIncome |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | 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 | 1 | 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 | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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