ERIKSON INSTITUTE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ERIKSON INSTITUTE (EIN 36-2593545)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-16
- IRS object ID
- 202031689349300528
- Schema version
- 2018v3.1
- 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 E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-16T13:30:28-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362593545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Erikson Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIK | BusinessNameControlTxt |
| Phone | 3127552250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 North LaSalle Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606544510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patricia Lawson | PersonNm |
| Person Title | VP for Finance and Operations & CFO | PersonTitleTxt |
| Signature | 2020-06-16 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patricia Lawson | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 North LaSalle Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606544510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,402,315 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.erikson.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Erikson Institute is the premier independent institution of higher education committed to ensuring that all children have equitable opportunities to reach their potential. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 304 | TotalEmployeeCnt |
| Total Volunteers | 237 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,270,527 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,214,178 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,238,206 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,896,140 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,094,247 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,120,194 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,643 | PYOtherRevenueAmt |
| CY Other Revenue | $17,257 | CYOtherRevenueAmt |
| PY Total Revenue | $23,601,337 | PYTotalRevenueAmt |
| CY Total Revenue | $26,247,769 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,625,528 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,330,144 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,036,983 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,778,626 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,034,289 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,105,382 | PYOtherExpensesAmt |
| CY Other Expenses | $8,120,314 | CYOtherExpensesAmt |
| PY Total Expenses | $25,767,893 | PYTotalExpensesAmt |
| CY Total Expenses | $26,229,084 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,166,556 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,685 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $87,157,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,810,430 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,357,558 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,389,107 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,799,502 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,421,323 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Erikson Institute is the premier independent institution of higher education committed to ensuring that all children have equitable opportunities to reach their potential. Recognized for our groundbreaking work in the field of early childhood, we uniquely prepare child development, education, and social work leaders to improve the lives of young children and their families. Our impact and influence is further amplified through our innovative academic programs, applied research, knowledge creation and distribution, direct service, and field-wide advocacy. Because nothing matters more than a child's early years, Erikson Institute educates, inspires, and provides leadership to serve the needs of children and families so that all can achieve optimal education, social, emotional, and physical well-being. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,170,592 | ExpenseAmt |
| Grant | $2,152,139 | GrantAmt |
| Revenue | $6,321,285 | RevenueAmt |
| Desc | ACADEMICS: Through contemporary master's degree, doctoral degree, and graduate certificate programs, Erikson Institute prepares leaders in child development, social work, and early childhood education. We offer the most comprehensive, interdisciplinary understanding of children and families through classes on campus and online. In 2019, Erikson had the largest incoming class in its history with 168 new students; more than 400 students are enrolled across all our graduate education programs. We also offer programs to help professionals who work with children and families hone their skills, learn new techniques, and earn credits to maintain their professional licenses. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,451,472 | ExpenseAmt |
| Grant | $178,005 | GrantAmt |
| Revenue | $2,633,768 | RevenueAmt |
| Desc | DIRECT SERVICES: Erikson provides services directly to children and families, as well as consulting and training for the professionals who serve them. Erikson's Center for Children and Families provided intensive mental health services for 660 children and families in the Chicagoland area in 2019, the highest number in the Center's 11-year history. In addition to its main clinic located at Erikson's River North campus, CCF has established three satellite clinics in high-need Chicago neighborhoods. CCF also oversees a broad range, immigration-related trauma initiative, the only one of its kind in the state. In partnership with the Illinois Department of Children and Family Services, Erikson conducts assessments of the state's most at-risk children and families referred to the child welfare system, assures referrals for Early Intervention and mental health services, and trains child welfare professionals across the state. Erikson's Fussy Baby Network served over 1,000 families in Cook County in 2019, providing home visits, group sessions and phone support for parents and caregivers with concerns about their infant's crying, sleeping or eating patterns. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,470,087 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESEARCH, POLICY & LEADERSHIP: Erikson conducts research that bridges theory and practice, generating new knowledge that invigorates our academic courses, services, and programs, and improves life for children and families in Chicago and throughout the nation. Research areas include early childhood math, social emotional learning, literacy, home based childcare, home visiting programs, and technology and media for children and families. Using evidenced-based research, Erikson's Early Childhood Leadership Academy provides early childhood and civic leaders with content knowledge to make the most informed decisions about policy setting and resource allocation. Participants have included some of the state's leading policymakers and community stakeholders, with over 100 alumni since its founding in 2016. Erikson's Community Data Initiatives help translate data for community planning, policy development, and early childhood resource allocation. In 2019, Erikson produced the Illinois Risk and Reach Report, which analyzes and translates data indicators in the areas of family stability, health and early care and education that affect the wellbeing of young children and how Illinois is allocating resources to mitigate "risk" factors undermining child development. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,092,151 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 96 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 304 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patricia Lawson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127552250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 N LaSalle Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606544510 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| John L Hines | ||||||||
| Board Chair | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Eric Adelstein | ||||||||
| Board Secretary | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Edward S Loeb | ||||||||
| Treasurer | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kate Neisser | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sara Crown Star | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Eve M Tyree | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sabrina Gracias | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Ikram Goldman | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mitchell J Lederer | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Judy McCaskey | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Catherine M Adduci | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Adrienne E White | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sarah Manglesdorf | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Clare Pinkert | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sandra Perez Sterling | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Diane Goldstick Meagher | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jenni Sorenson | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Steve Gradman | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Michelle L Collins | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Ashley Netzky | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Lewis S Ingall | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Stone | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| A Kyle Mack | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Lori Laser | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Kathy Richland Pick | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Shirley Madigan | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Cari B Sacks | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Neil Kawashima | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Brian Parsonnet | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dianne Wasieleski | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan J Wislow | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Joy Segal | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Bowman T Barbara | ||||||||
| Trustee | 40.0 | Yes (X) | $111,349 | $0 | $13,108 | |||
| Elenne Song | ||||||||
| Board Vice Chair | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Geoffrey Nagle | ||||||||
| President | 40.0 | Yes (X) | $380,500 | $0 | $73,615 | |||
| Patricia Lawson | ||||||||
| VP for Finance & Operations, Chief Financial Officer | 40.0 | $207,719 | $0 | $37,604 | Yes (X) | |||
| Jie-Qi Chen | ||||||||
| SR VP & DEAN OF FACULTY | 40.0 | $219,130 | $0 | $60,552 | Yes (X) | |||
| Cheryl Mendelson | ||||||||
| V P of Institutional Advancement and Chief Marketing Officer | 40.0 | $252,476 | $0 | $21,762 | Yes (X) | |||
| Linda Gilkerson | ||||||||
| Professor | 40.0 | $133,989 | $0 | $35,579 | Yes (X) | |||
| Gillian McNamee | ||||||||
| Professor | 40.0 | $137,150 | $0 | $45,210 | Yes (X) | |||
| Jonathan Frank | ||||||||
| Chief Information Officer | 40.0 | $150,647 | $0 | $71,717 | Yes (X) | |||
| Charles Chang | ||||||||
| VP of Institutional effectiveness and planning | 40.0 | $140,906 | $0 | $64,126 | Yes (X) | |||
| Walter Donohue | ||||||||
| Dean of Distance Learning and Continuing Education | 40.0 | $128,690 | $0 | $45,861 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,862,556 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $469,134 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 111ORD LLC | |||||
| PO Box 776132 | CHICAGO | IL | 606776132 | BUILDING MANAGEMENT | $488,312 |
| SRI INTERNATIONAL | |||||
| PO BOX 2767 | MENLO PARK | CA | 94025 | PROJECT RESEARCH | $243,446 |
| PIVOT DESIGN INC | |||||
| 321 N Clark | CHICAGO | IL | 60654 | WEBSITE DESIGN AND MAINTENANCE | $220,266 |
| PSH KIMCO LLC | |||||
| PO Box 638556 | CINCINNATI | IL | 452638556 | JANITORIAL SERVICES | $213,378 |
| PRESCIENT SOLUTIONS | |||||
| PO Box 5450 | CAROL STREAM | IL | 60194 | IT SERVICES | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $1,434,451 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $5,918,655 | GovernmentGrantsAmt |
| All Other Contributions | $6,861,072 | AllOtherContributionsAmt |
| Noncash Contributions | $478,325 | NoncashContributionsAmt |
| Total Contributions | $14,214,178 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Student Tuition & Fees | 611600 | $6,262,372 | $6,262,372 | $0 | $0 |
| Clinical and Training | 611600 | $2,633,768 | $2,633,768 | $0 | $0 |
| $0 | $0 | $0 | $0 | ||
| $0 | $0 | $0 | $0 | ||
| $0 | $0 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,896,140 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $884,343 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $884,343 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,425 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,425 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $62,025 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $62,025 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,025 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,025 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,198,607 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,962,756 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,235,851 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,235,851 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,235,851 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $69,684 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,428,450 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $191,790 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$122,106 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$122,106 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,913 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,913 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $58,913 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,247,769 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,955,053 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,078,538 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,005 | TotalAmt |
| Program Services | $178,005 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,152,139 | TotalAmt |
| Program Services | $2,152,139 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,377,815 | TotalAmt |
| Program Services | $722,904 | ProgramServicesAmt |
| Management And General | $426,969 | ManagementAndGeneralAmt |
| Fundraising | $227,942 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,670,437 | TotalAmt |
| Program Services | $9,953,261 | ProgramServicesAmt |
| Management And General | $1,363,287 | ManagementAndGeneralAmt |
| Fundraising | $353,889 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,972 | TotalAmt |
| Program Services | $488,447 | ProgramServicesAmt |
| Management And General | $81,906 | ManagementAndGeneralAmt |
| Fundraising | $26,619 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,243,775 | TotalAmt |
| Program Services | $1,017,665 | ProgramServicesAmt |
| Management And General | $170,649 | ManagementAndGeneralAmt |
| Fundraising | $55,461 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,627 | TotalAmt |
| Program Services | $727,899 | ProgramServicesAmt |
| Management And General | $122,059 | ManagementAndGeneralAmt |
| Fundraising | $39,669 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,588 | TotalAmt |
| Program Services | $21,489 | ProgramServicesAmt |
| Management And General | $36,994 | ManagementAndGeneralAmt |
| Fundraising | $3,105 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,075 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $53,075 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,062,453 | TotalAmt |
| Program Services | $1,186,881 | ProgramServicesAmt |
| Management And General | $779,795 | ManagementAndGeneralAmt |
| Fundraising | $95,777 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,460 | TotalAmt |
| Program Services | $129,265 | ProgramServicesAmt |
| Management And General | $43,835 | ManagementAndGeneralAmt |
| Fundraising | $3,360 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,940 | TotalAmt |
| Program Services | $237,972 | ProgramServicesAmt |
| Management And General | $193,695 | ManagementAndGeneralAmt |
| Fundraising | $25,273 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,823 | TotalAmt |
| Program Services | $284,460 | ProgramServicesAmt |
| Management And General | $93,985 | ManagementAndGeneralAmt |
| Fundraising | $12,378 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,351 | TotalAmt |
| Program Services | $7,351 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,473 | TotalAmt |
| Program Services | $571,824 | ProgramServicesAmt |
| Management And General | $115,247 | ManagementAndGeneralAmt |
| Fundraising | $12,402 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,801 | TotalAmt |
| Program Services | $419,712 | ProgramServicesAmt |
| Management And General | $11,758 | ManagementAndGeneralAmt |
| Fundraising | $1,331 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,556 | TotalAmt |
| Program Services | $320,587 | ProgramServicesAmt |
| Management And General | $33,159 | ManagementAndGeneralAmt |
| Fundraising | $107,810 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,611,472 | TotalAmt |
| Program Services | $1,385,866 | ProgramServicesAmt |
| Management And General | $193,377 | ManagementAndGeneralAmt |
| Fundraising | $32,229 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,011,299 | TotalAmt |
| Program Services | $869,717 | ProgramServicesAmt |
| Management And General | $121,356 | ManagementAndGeneralAmt |
| Fundraising | $20,226 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,836 | TotalAmt |
| Program Services | $63,325 | ProgramServicesAmt |
| Management And General | $139,511 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Books, Library Materials and Publications | Desc |
| Total | $113,614 | TotalAmt |
| Program Services | $112,336 | ProgramServicesAmt |
| Management And General | $553 | ManagementAndGeneralAmt |
| Fundraising | $725 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,573 | TotalAmt |
| Program Services | $241,046 | ProgramServicesAmt |
| Management And General | $121,434 | ManagementAndGeneralAmt |
| Fundraising | $16,093 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,229,084 | TotalAmt |
| Program Services | $21,092,151 | ProgramServicesAmt |
| Management And General | $4,102,644 | ManagementAndGeneralAmt |
| Fundraising | $1,034,289 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $949,168 | BOYAmt |
| EOY | $2,618,088 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,338,110 | BOYAmt |
| EOY | $2,419,097 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,964,852 | BOYAmt |
| EOY | $5,766,809 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,092 | BOYAmt |
| EOY | $260,509 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,413 | BOYAmt |
| EOY | $455,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,900,685 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,097,827 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,681,148 | BOYAmt |
| EOY | $22,802,858 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,513,304 | BOYAmt |
| EOY | $33,296,610 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,960,695 | BOYAmt |
| EOY | $13,359,184 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $783,278 | BOYAmt |
| EOY | $831,767 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,157,060 | BOYAmt |
| EOY | $81,810,430 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,317,512 | BOYAmt |
| EOY | $1,503,071 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,546 | BOYAmt |
| EOY | $533,920 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,004,819 | BOYAmt |
| EOY | $25,020,119 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,732,681 | BOYAmt |
| EOY | $6,331,997 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,357,558 | BOYAmt |
| EOY | $33,389,107 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,119,125 | BOYAmt |
| EOY | $14,831,118 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,141,061 | BOYAmt |
| EOY | $12,050,889 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,539,316 | BOYAmt |
| EOY | $21,539,316 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,799,502 | BOYAmt |
| EOY | $48,421,323 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,157,060 | BOYAmt |
| EOY | $81,810,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,685 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$448,672 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$497,744 | InvestmentExpenseAmt |
| Other Changes In Net Assets | -$1,450,448 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,082,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,599,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,740,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,270,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,214,178 | CurrentTaxYearAmt |
| Total | $75,906,923 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,082,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,599,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,740,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,270,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,214,178 | CurrentTaxYearAmt |
| Total | $75,906,923 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $75,906,923 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $530,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $551,633 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $576,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $718,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $964,793 | CurrentTaxYearAmt |
| Total | $3,342,310 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,913 | CurrentTaxYearAmt |
| Total | $341,069 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $79,590,302 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,520,212 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.9537 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - , COLUMN A - 87883.0, COLUMN B - 73374.0, COLUMN C - 56631.0, COLUMN D - 64268.0, COLUMN E - 58913.0, COLUMN F - 341069.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $0 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $0 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,069,141 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,152,036 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,071,108 | OtherExpendituresAmt |
| End Year Balance | $43,150,069 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,598,656 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $3,997,496 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,527,011 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $47,069,141 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,204,944 | BeginningYearBalanceAmt |
| Contributions | $4,121,500 | ContributionsAmt |
| Investment Earnings Or Losses | $5,247,616 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,975,404 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $45,598,656 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,965,581 | BeginningYearBalanceAmt |
| Contributions | $70,600 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,091,187 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,740,050 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $39,204,944 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,408,582 | BeginningYearBalanceAmt |
| Contributions | $319,444 | ContributionsAmt |
| Investment Earnings Or Losses | $1,417,515 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,179,960 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $43,965,581 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.5 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,692,677 | OtherCostOrOtherBasisAmt |
| Book Value | $2,692,677 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,299,163 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,710,513 | DepreciationAmt |
| Book Value | $19,588,650 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,142,765 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,061,284 | DepreciationAmt |
| Book Value | $81,481 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $766,080 | OtherCostOrOtherBasisAmt |
| Depreciation | $326,030 | DepreciationAmt |
| Book Value | $440,050 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,802,858 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Private Equity and Hedge Funds | Desc |
| Book Value | $13,359,184 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,359,184 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Interest Rate Swap Agreement | $5,500,230 |
| Deferred Compensation plan payable | $831,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,331,997 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,944,625 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$448,672 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $8,929 | OtherRevenueAmt |
| Revenue Not Reported | -$439,743 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,384,368 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $497,744 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,365,657 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,863,401 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,247,769 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,885,154 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,885,154 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,343,930 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,343,930 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,229,084 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The Board of Trustees has designated certain amounts of unrestricted revenues to be classified as funds functioning as endowment. The income on these funds will be used to support ongoing operations. As of June 30, 2019, these funds were established for the following purposes: Facilities $4,972,687, General Operations $11,918,463, Scholarships $161,734. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Institute may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Institute and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities during the periods covered by these financial statements. The Institute files Forms 990 in the U.S. federal jurisdiction and the State of Illinois. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Loss from Annual Luncheon - 122107 Net Investment gains - -113178 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Interest income - 21727 Other luncheon expenses - 191791 Scholarships - 2152139 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Direct Luncheon expenses - 191792 Scholarships - 2152138 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | The policy is made available in both employee and student handbooks, as well as on the organization's website and in promotional materials used at recruiting events. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | We receive U.S. Department of Education Federal Direct Student Loans and other governmental assistance. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | N/A | $11,021,888 |
| East Asia and the Pacific | 0 | 0 | Program Services | PROFESSIONAL DEVELOPMENT | $34,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $11,056,371 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,056,371 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $1,428,450 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,358,766 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $69,684 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $71,687 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $35,685 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $34,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $50,418 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $1,428,450 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,358,766 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $69,684 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $71,687 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $35,685 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $34,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $50,418 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $191,790 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$122,106 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| SRI INTERNATIONAL | |||||
| 333 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | $138,921 | EARLY MATH RESEARCH |
| CHAPIN HALL CENTER FOR CHILDREN | |||||
| 1313 E 60TH STREET | CHICAGO | IL | 60637 | $17,543 | EVALUATION AND ANALYSIS OF ERIKSON'S FUSSY BABY NETWORK PROGRAM |
| CONCORD EVALUATION GROUP | |||||
| PO BOX 1025 | CONCORD | MA | 017421205 | $13,105 | EVALUATION COLLABORATIVE MATH |
| OUNCE OF PREVENTION FUND | |||||
| 33 W MONROE STREET | CHICAGO | IL | 60603 | $8,436 | MAAM SUPPORT COACHES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student Scholarships | GrantTypeTxt |
| Recipient | 363 | RecipientCnt |
| Cash Grant | $2,152,139 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Scholarship funds can be used for tuition, books and living expenses. In general they are applied first to tuition and balances sent to students. It is reviewed every school term and is monitored in compliance with student aid protocols. All payments are monitored and approved by Student Services and Finance before payment is applied or paid to the student. All students receiving scholarships have been selected on a non-discretionary basis. The student loan program is audited every year in compliance with federal single audit standards | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Geoffrey Nagle | ||||||||||||||
| President | $355,500 | $0 | $25,000 | $0 | $0 | $0 | $18,500 | $0 | $55,115 | $0 | $454,115 | $0 | $0 | $0 |
| Patricia Lawson | ||||||||||||||
| VP for Finance & Operations, Chief Financial Officer | $207,719 | $0 | $0 | $0 | $0 | $0 | $14,690 | $0 | $22,914 | $0 | $245,323 | $0 | $0 | $0 |
| Jie-Qi Chen | ||||||||||||||
| SR VP & DEAN OF FACULTY | $219,130 | $0 | $0 | $0 | $0 | $0 | $16,100 | $0 | $44,452 | $0 | $279,682 | $0 | $0 | $0 |
| Cheryl Mendelson | ||||||||||||||
| V P of Institutional Advancement and Chief Marketing Officer | $252,476 | $0 | $0 | $0 | $0 | $0 | $17,850 | $0 | $3,912 | $0 | $274,238 | $0 | $0 | $0 |
| Linda Gilkerson | ||||||||||||||
| Professor | $133,989 | $0 | $0 | $0 | $0 | $0 | $9,921 | $0 | $25,658 | $0 | $169,568 | $0 | $0 | $0 |
| Gillian McNamee | ||||||||||||||
| Professor | $137,150 | $0 | $0 | $0 | $0 | $0 | $10,160 | $0 | $35,050 | $0 | $182,360 | $0 | $0 | $0 |
| Jonathan Frank | ||||||||||||||
| Chief Information Officer | $150,647 | $0 | $0 | $0 | $0 | $0 | $11,620 | $0 | $60,097 | $0 | $222,364 | $0 | $0 | $0 |
| Charles Chang | ||||||||||||||
| VP of Institutional effectiveness and planning | $137,906 | $0 | $3,000 | $0 | $0 | $0 | $10,240 | $0 | $53,886 | $0 | $205,032 | $0 | $0 | $0 |
| Walter Donohue | ||||||||||||||
| Dean of Distance Learning and Continuing Education | $128,690 | $0 | $0 | $0 | $0 | $0 | $9,489 | $0 | $36,372 | $0 | $174,551 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Illinois Finance Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 861091967 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2017-06-29 | BondIssuedDt |
| Issue Price | $30,500,000 | IssuePriceAmt |
| Purpose | Refund prior issue (12/12/07) | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,500,000 | RetiredAmt |
| Total Proceeds | $30,872,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $372,000 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $30,500,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Northern Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.4 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2c (a) Issuer Name: Illinois Finance Authority | (a) Issuer Name: Illinois Finance Authority Date the Rebate Computation was Performed: 06/29/2017 Note regarding the rebate computation: Since the bond proceeds have been spent, a spending exception was met, and the debt service fund was operated on a bona fide basis, no further rebate calculations are necessary. |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: Illinois Finance Authority The calculation for computing no rebate due was performed on 09/14/2017 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Steven Gradman | |||
| Trustee | $23,022 | Compensation to a family member, terminated 11/2018 | false |
| Barbara Bowman | |||
| Co-founder and Salaried Board member | $111,349 | Reportable compensation | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $478,325 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Number of contributors of stock. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Mitchell Lederer and Cari Sacks - Business relationship, John Hines, Eric Adelstein, Lori Laser - Business relationship, Sabrina Gracias and Kate Neisser - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | Form 990 was reviewed by the President, Chief Financial Officer and members of the Audit Committee. Lastly it was distributed to Erikson's board members before it was filed with the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | All Trustees, Officers and Key employees are required to complete Erikson's Conflict of Interest policy on an annual basis and must disclosure all interests and relationships that may hold potential for raising conflict issues on the annual disclosure statement. The Chairperson of the Trusteeship Committee reviews disclosure statements and communicates all potential conflicts with the Board Chair. If a potential for conflict is found to exist, the Trusteeship Committee will prepare a written recommendation for the Executive Committee on how best to minimize the effect of the conflict upon the activities of the Institute and the trustee, officer or key employee affected. The Executive Committee will make a final, written determination as to the handling of the conflict issue. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The Executive Committee is charged with recommending to the board the President's compensation, including salary and benefits. The Executive Committee reviews a compensation survey of similar positions at educational institutions comparable to Erikson, located within the general metropolitan area. The President reviews the compensation of officers and key employees of Erikson. These reviews are conducted annually. |
| Form 990, Part VI, Line 19 Required documents available to the public | Erikson Institute makes its governing documents, conflict of interest policy and tax returns available for public inspection upon written request. This inspection takes place at its corporate offices at 451 N LaSalle Street, Chicago, IL. |
| Form 990, Part VII, Section A, Line 1a, Column (D) Compensation of Officers, Directors, Trustee | Reportable compensation for Barbara T. Bowman represents income earned as a Professor and not as a Trustee of the Organization. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | - Total Revenue: 58913, Related or Exempt Function Revenue: 58913, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Interest rate swap fair value adjustment - -1550828; Loss from Luncheon - 122106; Interest income - -21726; |
| Schedule K, Part IV, Line 2c Supplemental Information on Tax-Exempt Bonds | (A) ISSUER NAME: ILLINOIS FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 06/29/2017 NOTE REGARDING THE REBATE COMPUTATION: SINCE THE BOND PROCEEDS HAVE BEEN SPENT, A SPENDING EXCEPTION WAS MET, AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE CALCULATIONS ARE NECESSARY. |
| Schedule K, Part IV, Line 2c Arbitrage | ISSUER NAME: ILLINOIS FINANCE AUTHORITY THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 09/14/2017 |
| Schedule M, Part I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS | SECURITIES - PUBLICLY TRADED - NUMBER OF CONTRIBUTORS OF STOCK. |