2019-03-12T15:04:14-07:00 2018-06-30 990 2017-07-01 362167004 CHICAGO HISTORICAL SOCIETY CHIC 3126424600 1601 N Clark Street Chicago IL 60614 Cheryl Obermeyer VP of Finance 3127992120 2019-02-15 64.107.162.131 2017 2019-02-21 02:37:17Z Gary T Johnson 1601 N Clark Street Chicago IL 60614 30966893 0 X www.chicagohistory.org X 1857 IL To share Chicago's stories, serving as a hub of scholarship and learning, inspiration, and civic engagement. 71 71 130 117 679478 0 9189771 9814154 1555687 1514612 1944877 2806199 1420261 954785 14110596 15089750 0 0 0 0 7253343 7980871 36354 14700 1559558 9664780 10081852 16954477 18077423 -2843881 -2987673 121557489 123085091 67629984 64763801 53927505 58321290 To share Chicago's stories, serving as a hub of scholarship and learning, inspiration, and civic engagement is the foundation of the Museum's programs and events, exhibitions, educational initiatives, publications, and collecting activities that touch the lives of all Chicagoans and help them make meaningful and personal connections to history. 0 0 6499439 0 189445 EDUCATION AND AUDIENCE - CHM engages audiences as collaborators, storytellers, and supporters of history. CHM activates these roles through programmatic offerings that bring Chicago's past to life for families, adults, Museum members, and students. In 2018, over 280,000 individuals visited the Museum and participated in our programs, including 59,000 K-12 students on free school visits. CHM provided professional development to over 1,400 teachers through workshops and curricular support. The Museum hosts robust public programs, including panel discussions, commemorative day celebrations, film screenings, and public history tours of the many iconic sites and neighborhood treasures of Chicago. Through the Chicago 00 project, CHM offers multi-media digital history experiences that immerse viewers in defining moments of the past using virtual and augmented reality applications of images from our collection. Episodes include the Eastland Disaster, the award-winning St. Valentine's Day Massacre, and A Century of Progress, featuring the 1933-34 world's fair. These experiences allow the Museum to bring its collection and interpretive content to audiences all over the world. CHM served over 15,000 students through the Chicago Metro History Fair, a program that engages 115 schools with an inquiry-based curriculum, resources and events culminating in showcases of student projects. For the fifth year, Chicago Hot Dog Fest brought more than 25,000 visitors to the Museum to celebrate one of the city's most enduring delicacies. 3899663 0 166307 COLLECTIONS AND RESEARCH - CHM houses a premier collection of more than 25 million objects, documents and images, including an unparalleled set of materials pertaining to Abraham Lincoln; one of the largest and most significant costume collections in the world; the Hedrich Blessing architecture photography collection; a flag by Betsy Ross; and the complete library of Studs Terkel interviews, which are now being digitized by the Library of Congress. CHM seeks to uncover the power of primary source materials and to maximize discoverability of its collections. CHM materials are available to the public through the Research Center and its library, which served close to 7,000 patrons in 2018. CHM's website introduces over half a million annual online visitors to collection holdings and offers access to its Research Center staff, who address inquiries about objects and documents of interest. The Research Center also hosts scores of History Fair students every season, who visit to conduct research on their selected topics. 2599776 0 1155532 EXHIBITIONS - CHM tells Chicago's stories, enabling visitors to explore historical themes and events, as well as to reflect on the city's diverse communities. CHM exhibits photos, videos, artifacts, and interactive displays that work together to engage multiple audiences around compelling stories. Exhibits are designed, fabricated, and installed according to national industry best practices and with an eye for cutting-edge methods of interpretation. In addition to maintaining permanent exhibitions such as the landmark "Chicago: Crossroads of America," "Facing Freedom," and "Chicago Authored," CHM offered several temporary exhibitions in 2018. They include the popular "RACE: Are We So Different?," "Remembering Dr. King: 1929-1968," "Amplified: Chicago Blues," and "Modern by Design: Chicago Streamlines America." All CHM exhibitions are accompanied by a series of engaging, thought-provoking programs, including tours, facilitated discussions, talks with curators, teen residencies and school field trips. In addition to the Chicago 00 digital history experiences, CHM's digital presence includes online exhibitions via Google Arts and Culture and Vamonde. 0 0 0 12998878 1 0 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 87 0 1 130 1 1 1 0 0 0 0 0 X 71 71 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X Cheryl Obermeyer 3127992120 1601 N Clark Street Chicago IL 60614 James L Alexander Trustee-Chair Emeritus 1 X 0 0 0 Gregory Besio Trustee 1 X 0 0 0 Matthew Blakely Trustee 1 X 0 0 0 David P Bolger Trustee 1 X 0 0 0 Laurence O Booth Trustee 1 X 0 0 0 Denise Cade Trustee 1 X 0 0 0 Stanley J Calderson Trustee 1 X 0 0 0 Paul Carlisle Trustee 1 X 0 0 0 Walter C Carlson Trustee-First Vice Chair 4 X X 0 0 0 Warren K Chapman Trustee 1 X 0 0 0 Rita Sola Cook Trustee 1 X 0 0 0 Keith Crandall Trustee 1 X 0 0 0 John W Croghan Trustee 1 X 0 0 0 Patrick F Daly Trustee 1 X 0 0 0 Alison Campbell de Frise Trustee 1 X 0 0 0 Patrick W Dolan Trustee 1 X 0 0 0 James P Duff Trustee 1 X 0 0 0 Paul H Dykstra Trustee 1 X 0 0 0 Michael H Ebner Trustee 1 X 0 0 0 T Bondurant French Trustee 1 X 0 0 0 Sallie L Gaines Trustee 1 X 0 0 0 Timothy J Gilfoyle Trustee 1 X 0 0 0 Sharon Gist Gilliam Trustee 1 X 0 0 0 Gregory L Goldner Trustee 1 X 0 0 0 Mary Lou Gorno Trustee 1 X 0 0 0 Barbara A Hamel Trustee 1 X 0 0 0 M Hill Hammock Trustee 1 X 0 0 0 Brad Henderson Trustee 1 X 0 0 0 Susan S Higinbotham Trustee 1 X 0 0 0 Courtney Hopkins Trustee 1 X 0 0 0 Dennis H Holtschneider Trustee 1 X 0 0 0 Tobin E Hopkins Trustee-Treasurer 4 X X 0 0 0 Henry H Howell Trustee 1 X 0 0 0 Phillip W Hummer Trustee 1 X 0 0 0 Cheryl L Hyman Trustee 1 X 0 0 0 Philip Isom Trustee 1 X 0 0 0 Daniel S Jaffee Trustee-Second Vice Chair 4 X X 0 0 0 Edgar D Jannotta Trustee 1 X 0 0 0 Falona Joy Trustee-Secretary 4 X X 0 0 0 Ronald G Kaminski Trustee 1 X 0 0 0 Randye A Kogan Trustee 1 X 0 0 0 Barbara Kipper Trustee 1 X 0 0 0 Judith Konen Trustee 1 X 0 0 0 W Paul Krauss Trustee 1 X 0 0 0 Fred A Krehbiel Trustee 1 X 0 0 0 Michael Kupetis Trustee 1 X 0 0 0 Joseph H Levy Jr Trustee 1 X 0 0 0 Robert C Lee Trustee 1 X 0 0 0 Josephine Louis Trustee 1 X 0 0 0 R Eden Martin Trustee 1 X 0 0 0 Robert Meers Trustee 1 X 0 0 0 Josephine Baskin Minow Trustee 1 X 0 0 0 Timothy P Moen Trustee 1 X 0 0 0 Ralph G Moore Trustee 1 X 0 0 0 Michael A Nemeroff Trustee 1 X 0 0 0 Kelly Noll Trustee 1 X 0 0 0 Potter Palmer Trustee 1 X 0 0 0 M Bridget Reidy Trustee 1 X 0 0 0 Elizabeth D Richter Trustee 1 X 0 0 0 John W Rowe Trustee 1 X 0 0 0 Jesse H Ruiz Trustee 1 X 0 0 0 Joseph Seliga Trustee 1 X 0 0 0 Gordon I Segal Trustee 1 X 0 0 0 Jeff Semenchuk Trustee 1 X 0 0 0 Larry Selander Trustee 1 X 0 0 0 Paul L Snyder Trustee 1 X 0 0 0 Samuel J Tinaglia Trustee 1 X 0 0 0 Mark D Trembacki Trustee 1 X 0 0 0 Ali Velshi Trustee 1 X 0 0 0 Gail Ward Trustee 1 X 0 0 0 Jeffrey W Yingling Trustee 1 X 0 0 0 David D Hiller Trustee-Chair 4 X 0 0 0 Gary T Johnson President 35 X 362699 0 11623 Russell L Lewis Executive Vice President 35 X 219723 0 8647 Cheryl Obermeyer Vice President of Finance 35 X 157718 0 13673 David Deyhle Vice President for External Relations 35 X 138780 0 19609 John Russick Vice President for Interpretation & Education 35 X 136554 0 5504 Michael Anderson Deputy Director of Institutional Advancement and Major Gifts Officer 35 X 133640 0 5965 Randy Adamsick Director of Institutional Advancement and Major Gifts Officer 35 X 100348 0 12029 1249462 0 77050 7 0 1 0 Kimco 4700 N Oketo Harwood Heights IL 60706 Cleaning Services 313383 Securtex 651 W Washington Unit 105LL Chicago IL 60661 Security Services 217782 Midwest Mechanical 26943 Network Place Chicago IL 60673 HVAC Maintenance & Repairs 155367 System Solutions Inc 3630 Commercial Avenue Northbrook IL 60062 Computer Network Services 231479 Weatherhead Experience Design Group 5628 Airport Way South Suite 205 Seatle WA 98108 Exhibition Design 163653 8 0 562570 961675 0 2120166 6169743 263228 9814154 Admissions and program fees 712110 1379686 1379686 0 0 Rights and reproductions 712110 134926 134926 0 0 0 0 0 0 1514612 627228 627228 0 0 0 0 0 0 0 0 0 0 1160355 0 537261 0 623094 0 623094 0 623094 0 16466204 0 14287233 0 2178971 0 2178971 2178971 0 0 215000 961675 162758 52242 0 52242 0 0 0 0 0 0 1075211 889891 185320 128936 56384 0 Museum Store 712110 39083 39083 0 0 Collections and other 712110 55046 55046 0 0 0 0 0 0 94129 15089750 4543876 679478 52242 0 0 0 0 0 0 0 0 789489 234079 328823 226587 0 0 0 0 5850446 4720439 684902 445105 226585 141030 70047 15508 713636 567052 101415 45169 400715 302133 58467 40115 0 0 0 0 0 0 0 0 76308 0 76308 0 0 0 0 0 14700 14700 496769 0 496769 0 1496203 1062491 160389 273323 609253 609253 0 0 569140 443391 34122 91627 74138 54328 16125 3685 0 0 0 0 744245 611335 91448 41462 59632 49206 2549 7877 0 0 0 0 335877 214915 19023 101939 2082387 1525973 452919 103495 0 0 0 0 2005238 1469439 436139 99660 170318 125835 36209 8274 Debt Service 438017 0 438017 0 Exhibit Design 259109 259109 0 0 665218 608870 15316 41032 18077423 12998878 3518987 1559558 0 0 3423909 3545465 5508668 6625745 73723 86439 0 0 0 0 2000000 2000000 31142 41740 132349 81416 68748963 42530725 27622494 26218238 60480343 58415054 17185005 20852464 0 0 0 0 5099856 5218530 121557489 123085091 955258 1022953 0 0 460457 364532 50399350 50431330 0 0 0 0 0 0 0 0 15814919 12944986 67629984 64763801 X 32885027 35926017 8660500 9894621 12381978 12500652 53927505 58321290 121557489 123085091 X -2987673 2826835 0 0 0 4554623 X 1 X 1 X 1 0 X 5365281 6738744 13209257 7608060 8101236 41022578 1745981 1770298 1764493 1776961 1693018 8750751 0 0 0 0 0 0 7111262 8509042 14973750 9385021 9794254 49773329 49773329 342961 404922 382517 333848 627228 2091476 0 0 0 0 0 0 602047 673587 792282 658451 94129 2820496 54685301 0 0.91018 0.89857 X Schedule A, Part II, Line 10 Other income is form café services, collection based fees and museum store sales. 0 0 X X X X 0 7606855 0 495184 0 334384 0 7767655 7467901 0 473338 0 334384 0 7606855 8636431 -500000 -313131 0 355399 0 7467901 8346188 500000 145642 0 355399 0 8636431 7740228 10250 975804 0 380094 0 8346188 0.85 0.15 0 0 0 0 1 1 0 51763804 28396014 23367790 0 0 0 0 0 16985158 14134711 2850447 0 0 0 0 26218238 0 F 0 F Private equity limited partnerships 5121439 F Hedge funds 11815927 F Real Estate (REIT) 3915098 F 20852464 0 Interest rate swap agreement 12944986 12944986 X 19506495 2826835 0 0 0 2826835 16679660 0 -1589910 -1589910 15089750 15112710 0 0 0 -2964713 -2964713 18077423 0 0 0 18077423 Schedule D, Part III, Line 1 The Chicago Historical Society's permanent collections, which were acquired through purchases and contributions from benefactors since the inception are not recognized as assets on the statement of financial position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the purchase is acquired. Proceeds from the deacessions or insurance recoveries are reflected as increases in net asset class. The collections are held for educational, research and historical purposes. The items are cataloged, preserved and conserved. Schedule D, Part III, Line 4 The organization collects, exhibits and interprets documents, images and artifacts related to the history of metropolitan Chicago and the United States. The mission is to expand the audiences of history, to be a leader in historical education and a premier research institution. Schedule D, Part V, Line 4 To provide a predictable stream of funding to the programs supported by the endowment while seeking to maintain with the purchasing power of the endowment assets. Schedule D, Part X, Line 2 The Society has received a favorable determination letter from the Internal Revenue Service, stating that the Society is exempt from federal income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code of (IRC) 1986, as amended, except for income taxes pertaining to unrelated business income. The Financial Accounting Standards Board (FASB) issued guidance that requires tax effects from uncertain tax positions to be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. Management has determined there are no material uncertain tax positions that require recognition in the financial statements. Schedule D, Part XI, Line 4b Revenue in annual audited financial statements include gross revenue for gross rents, fundraising events, and sales of inventories. Schedule D, Part XII, Line 2d The annual audit includes changes in value of interest rate swap agreement and split interest agreement. Making History Awards 1176675 961675 215000 0 0 0 61825 0 100933 0 0 1176675 961675 215000 0 0 0 61825 0 100933 162758 52242 X X X X 0 0 0 0 0 0 0 0 0 Gary T Johnson President 337699 0 25000 0 0 0 10800 0 823 0 374322 0 0 0 Russell L Lewis Executive Vice President 204723 0 15000 0 0 0 8417 0 230 0 228370 0 0 0 Cheryl Obermeyer Vice President of Finance 145218 0 12500 0 0 0 6064 0 7609 0 171391 0 0 0 David Deyhle Vice President for External Relations 128780 0 10000 0 0 0 5622 0 13987 0 158389 0 0 0 A Illinois Finance Authority 861091967 45200Bxs2 2006-02-09 50975000 capital construction 0 0 0 A 0 0 50975000 0 0 0 498494 0 50976506 50975000 0 0 2006 1 0 1 1 A 0 0 0 0 0 0 0 1 0 1 A 1 1 0 0 0 1 X 24 263228 STOCK MARKET PRICE X 104 0 0 1 0 1 0 Schedule M, Part I, Line 33 The organization reports a zero amount on form 990 Part VIII, line G because it does not capitalize or value its collection as allowed under SFAF 116. Form 990, Part VI, Section B, Line 11b The Form 990 is reviewed and approved by the Finance and Audit Committee, distributed to the Board of Trustees requesting their review, and provided during the annual audit process. Comments and questions are directed to the Vice President of Finance. Form 990, Part VI, Section B, Line 12c A periodic report of trustee-related transactions is reviewed for potential conflicts. Form 990, Part VI, Section B, Line 15 The Executive Committee of the organization is responsible for the annual review of the compensation for the President and Officers. The process includes the review of performance against institutional goals, comparable market salary data. The process is completed with Executive Committee recommendation and approval of the Board of Trustees. Form 990, Part VI, Section C, Line 19 In the organization's annual report on the museum's website, it is noted that the organization's tax filings are available upon request. Form 990, Part XI, Line 9 Change in value of interest rate swap agreement - $2,869,933 Change in value of split interest agreements - $94,780 Change in net assets from acquisition - $0 Fundraising event and sale of inventory net -1,589,910 Form 8868 approved filing extension to May 15, 2019