2016-02-12T08:31:27-07:00 2015-06-30 990 2014-07-01 362167004 CHICAGO HISTORICAL SOCIETY CHIC 3126424600 1601 N Clark Street Chicago IL 60614 Cheryl Obermeyer VP of Finance 3127992120 2016-02-12 2014 2016-08-17 19:52:53Z Gary T Johnson 1601 N Clark Street Chicago IL 60654 44744721 0 X www.chicagohistory.org X 1857 IL We share Chicago's stories, serving as a hub of scholarship and learning, inspiration and civic engagement. 125 125 125 112 1392922 6608 7608983 9407033 1136009 1201831 4986032 6509915 1964973 2076482 15695997 19195261 0 0 0 0 6256480 6885001 24465 93636 1649138 8861859 9368978 15142804 16347615 553193 2847646 124446826 123196060 62487696 64779884 61959130 58416176 We share Chicago's stories,serving as a hub of schlarlship and learning, inspiration and civic engagement 0 0 8344338 0 986667 EDUCATION AND AUDIENCE-The museum engages audiences as collaborators, storytellers, and supporters of history. The museum facilitates dialogue among our visitors. It organizes and presents school programs. We provided 68 teacher workshops that assist with the development of curriculum for students. These programs were attended by over 3,000 teachers from a 114 schools. The institution pursues these areas through audience development and strives to encourage program participation with families, young adults, our members and schools. The museum seeks to give context to the history for all audiences to better represent the people, places, events and experiences of Chicago. In FY15 62,385 K-12 students visited the museum, along with more than 272,000, we provide adult education programs, film screenings and public history tours of the many areas of City of Chicago. We have created online resources on many history topics including "Facing Freedom Challenges to Democracy", "Sensing Chicago" and the "Great Chicago Fire". The museum also served nearly 2,000 students through our off-site Park Voyagers program that we coordinate at Chicago Park District's field houses through out the city. We have included "Hot Dog Fest" for an outdoor family event along with another program "Moth Storyslam". Both received tremendous response. Our other popular event was the "Last Speakeasy". It was a wonderful event and many of our patrons got into the them with roaring 20's-30's clothing. 2248043 0 346418 COLLECTIONS AND RESEARCH The museum seeks to utilize the museum's premier collections, including our unparalleled collection of Abraham Lincoln materials. The institution seeks to discover the power of the original historical materials and to improve access and maximize the collections. It allows people to engage and make a personal connection to history and the artifacts represented. It makes these materials available to the public through multiple platforms, such as our archives, library and on line resource. The museum's 22 million collection is a treasured history collection. It includes the second largest costume collection in the world, the Hedrich Blessing photography collection, a Betsy Ross flag, and the complete oral library of Studs Terkel interviews, which we are now in the process of a digitization project on those stories. Efforts are ongoing to photograph, digitize and catalogue the collection to make it more accessible to visitors, students, and researchers. The Research Center has served more than 8,195 patrons in FY14. The museum provides digital access for 2 million annual online users. The Research Center is a resource for the Chicago History Fair, this is annual event for participants to compete in the National History Day. There were 32 entries and 8 of the students are from Illinois. We are continuing to provide digital access to our many collection items. This is a length project but critical going forward with providing the collection and artifacts. 1160208 0 0 EXHIBITS The key component of an exhibit is communicating Chicago's stories to our visitors. To provide the stories in multiple languages in the exhibition text panels along with photos, videos and the historic artifacts. These enable the visitor to explore the concepts of history. The exhibits are designed, fabricated and installed so that our audience is interpreting and interacting in history. In addition to our permanent exhibitions such as "Chicago: Crossroads of America" and "Facing Freedom along with our interactive flag installation and the Diorama Hall. The history museum presents other exhibitions that focus on the stories of Chicago's many diverse communities. FY2015 exhibitions included "Vivian Maier's Chicago", "Siam: The Queen and the White City"; the "Railroaders: Jack Delano's Homefront Photography". We had the exhibit "1968" which drew an tremendous amount of visitors and those of all age groups and many families. The personal interactions between visitors was a wonderful experience for all. We also showed "Chicago Styled: Fashioning the Magnificent Mile" exhibit. "The Secret Lives of Objects" which included a vast collection of unusual items from our collection, such a Nathan Leopold's glasses which at the time were part of the notorious crime of the century. We were also able to feature Tom Olin's photographs of the Disability Rights Movement. 0 0 0 11752589 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 47 0 1 125 1 1 1 0 0 0 0 0 X 125 125 1 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 0 0 X 0 0 0 Bradford L Ballast Trustee 0 0 X 0 0 0 Lerone Bennett Trustee 0 0 X 0 0 0 David H Blake Trustee 0 0 X 0 0 0 Gregory J Besio Trustsee 0 0 X 0 0 0 Matthew Blakely Trustee 0 0 X 0 0 0 Phillip D Block III Trustee 0 0 X 0 0 0 David P Bolger Trustee 0 0 X 0 0 0 Laurence O Booth Trustee 0 0 X 0 0 0 Denise Cade Trustee 0 0 X 0 0 0 Walter C Carlson Trustee-Second Vice Chair 0 0 X 0 0 0 Alison Campbell de Frise Trustee 0 0 X 0 0 0 Stanley J Calderson Trustee 0 0 X 0 0 0 Warren K Chapman Trustee 0 0 X 0 0 0 Paul J Carbone Trustee 0 0 X 0 0 0 John W Croghan Trustee 0 0 X 0 0 0 Keith Crandall Trustee 0 0 X 0 0 0 Patrick F Daly Trustee 0 0 X 0 0 0 James P Duff Trustee 0 0 X 0 0 0 Patrick W Dolan Trustee 0 0 X 0 0 0 Paul H Dykstra Trustee 0 0 X 0 0 0 Michael H Ebner Trustee 0 0 X 0 0 0 T Bondurant French Trustee-Chairman Emeritus 0 0 X 0 0 0 Timothy J Gilfoyle Trustee 0 0 X 0 0 0 Sallie L Gaines Trustee 0 0 X 0 0 0 Sharon Gist Gilliam Trustee 0 0 X 0 0 0 Mary Lou Gorno Trustee 0 0 X 0 0 0 Barbara A Hamel Trustee 0 0 X 0 0 0 M Hill Hammock Trustee 0 0 X 0 0 0 David D Hiller Trustee-First Vice Chair 0 0 X 0 0 0 Susan S Higinbotham Trustee 0 0 X 0 0 0 Tobin E Hopkins Trustee-Treasurer 0 0 X 0 0 0 Dennis H Holtschneider Trustee 0 0 X 0 0 0 Phillip W Hummer Trustee 0 0 X 0 0 0 Henry H Howell Trustee 0 0 X 0 0 0 Cheryl L Hyman Trustee 0 0 X 0 0 0 Nena Ivon Trustee 0 0 X 0 0 0 Daniel S Jaffee Trustee-Secretary 0 0 X 0 0 0 Richard M Jaffee Trustee 0 0 X 0 0 0 Edgar D Jannotta Trustee 0 0 X 0 0 0 Falona Joy Trustee 0 0 X 0 0 0 Randye A Kogan Trustee 0 0 X 0 0 0 Barbara Kipper Trustee 0 0 X 0 0 0 Judith Konen Trustee 0 0 X 0 0 0 W Paul Krauss Trustee 0 0 X 0 0 0 Fred A Krehbiel Trustee 0 0 X 0 0 0 Michael Kupetis Trustee 0 0 X 0 0 0 Douglas Levy Trustee 0 0 X 0 0 0 Joseph H Levy Jr Trustee 0 0 X 0 0 0 Robert C Lee Trustee 0 0 X 0 0 0 Josephine Louis Trustee 0 0 X 0 0 0 Paul R Lovejoy Trustee 0 0 X 0 0 0 R Eden Martin Trustee 0 0 X 0 0 0 Josephine Baskin Minow Trustee 0 0 X 0 0 0 Robert Meers Trustee 0 0 X 0 0 0 Timothy P Moen Trustee 0 0 X 0 0 0 Ralph G Moore Trustee 0 0 X 0 0 0 Erica Meyer Trustee 0 0 X 0 0 0 Michael A Nemeroff Trustee 0 0 X 0 0 0 Potter Palmer Trustee 0 0 X 0 0 0 Bridget M Reidy Trusteee 0 0 X 0 0 0 John W Rowe Trustee 0 0 X 0 0 0 Jesse H Ruiz Trustee 0 0 X 0 0 0 Joseph Seliga Trustee 0 0 X 0 0 0 Gordon I Segal Trustee 0 0 X 0 0 0 Jeff Semenchuk Trustee 0 0 X 0 0 0 Larry Selander Trustee 0 0 X 0 0 0 Paul L Snyder Trustee 0 0 X 0 0 0 Margaret Snorf Trustee 0 0 X 0 0 0 Samuel J Tinaglia Trustee 0 0 X 0 0 0 Sarah D Sprowl Trustee 0 0 X 0 0 0 Ali Velshi Trustee 0 0 X 0 0 0 Jeffrey W Yingling Trustee 0 0 X 0 0 0 Gail Ward Trustee 0 0 X 0 0 0 Douglas Levy Trustee 0 0 X 0 0 0 Gary T Johnson President 35 0 X 344060 0 0 Russell L Lewis Executive Vice President 35 0 X 185443 0 0 Cheryl Obermeyer Vice President of Finance 35 0 X 145631 0 0 675134 0 0 3 0 1 0 W B Olson 3235 Arnold Road Northbrook IL 60062 General Contractor 855748 Kimco 4700 N Oketo Harwood Heights IL 60706 Cleaning Services 250337 47 0 514621 546000 0 1832666 6513746 0 9407033 Admissions/Programs 900099 986667 986667 0 0 Rights and reproduction 900099 215164 215164 0 0 0 0 0 0 1201831 746594 746594 0 0 0 0 0 0 0 0 0 0 1030875 0 0 0 1030875 0 1030875 0 1030875 0 31072791 0 25309470 0 5763321 0 5763321 5763321 0 0 154000 546000 144027 9973 0 9973 0 0 0 0 0 0 458010 95963 362047 0 362047 0 Cafe Services 722310 501909 501909 0 0 Museum store 453220 40424 40424 0 0 Collections 900099 131254 131254 0 0 0 0 0 0 673587 19195261 8385333 1392922 9973 0 0 0 0 0 0 0 0 675135 300130 260318 114687 0 0 0 0 4950099 3654762 905656 389681 207643 122531 75403 9709 725681 632520 52822 40339 326443 247803 50172 28468 0 0 0 0 0 0 0 0 54310 0 54310 0 0 0 0 0 93636 93636 521548 0 521548 0 754745 382523 105322 266900 521780 521780 0 0 224389 4216 10845 209328 135026 103335 9538 22153 0 0 0 0 1908521 1557957 229215 121349 28905 26397 371 2137 0 0 0 0 79574 54404 19202 5968 1800857 1332725 306055 162077 0 0 0 0 1834206 1357312 311815 165079 195858 144935 33296 17627 Debt Service 472812 472812 0 0 Exbitit design and publication 584152 584152 0 0 Colllection, research and curatorial 252295 252295 0 0 0 0 0 16347615 11752589 2945888 1649138 0 0 1370209 1862619 2650771 4042437 101559 36883 0 0 0 0 0 2571047 25147 38909 179694 155919 66974163 36572335 29832742 30401828 55297309 50896363 26068257 27608484 0 0 0 0 8921138 5581571 124446826 123196060 1003545 1222993 0 0 438062 424574 50975000 50975000 0 0 0 0 0 0 0 0 10071089 12157317 62487696 64779884 X 45921900 40716326 3160812 4754893 12876418 12944957 61959130 58416176 124446826 123196060 X 2847646 -3872956 0 0 0 -2517644 X 1 X 1 X 1 0 X 3079373 5126705 5072726 5365281 6738744 25382829 1846851 1783092 1734746 1745981 1770298 8880968 0 0 0 0 0 0 4926224 6909797 6807472 7111262 8509042 34263797 34263797 1006286 831442 498834 342961 404922 3084445 0 0 0 0 0 0 373290 609929 591966 602047 673587 2850819 40199061 0 0.85235 0.84633 X Schedule A, Part II, Line 10 Other income is from café services, collections and the museum store. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X X X 0 8346188 500000 145642 0 355399 0 8636431 7740228 10250 975804 0 380094 0 8346188 7318063 100000 678609 0 356444 0 7740228 7492373 350000 -136741 0 387469 0 7318163 6967021 0 992796 0 467444 0 7492373 0.85 0.15 0 1 0 0 1 1 0 50177248 23435697 26741551 0 0 0 0 0 15453220 13136638 2316582 0 1343694 0 1343694 30401828 Private equity limited partnership 4511621 F Hedge Funds 17677920 F Real Estate (REIT) 5418943 F 27608484 0 Interest rate swap agreement 12157317 12157317 X 19195261 0 0 0 0 0 19195261 0 0 0 19195261 16347615 0 0 0 0 0 16347615 0 0 0 16347615 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 collections items are recorded as decreases in unrestricted net assets in the year in which the items are acquired. Proceeds from deaccessions 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 cared for, along with routine accessements of their condition. 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 for history, to be a leader in history 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 the purchasing power of the endowment assets. Schedule D, Part X, Line 2 The organization is exempt from income taxes under the Internal Revenue Code (IRC) Section 501 (c) (3). The adoption of this guidance did not have an impact on the organization's financial statements. X 0 All States Making History Awards 700000 546000 154000 0 0 61447 0 82580 0 0 0 700000 546000 154000 0 0 61447 0 82580 0 144027 9973 X X X X 0 0 0 0 0 0 0 0 0 Gary T Johnson President 344060 0 25000 0 10400 0 0 0 9799 0 389259 0 0 0 Russell L Lewis Executive Vice President 185443 0 15000 0 7907 0 0 0 0 0 208350 0 0 0 Cheryl Obermeyer Vice President of Finance 145631 0 10000 0 5552 0 0 0 3656 0 164839 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 60975000 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 93 0 0 0 0 1 0 Schedule M, Part I, Line 33 The organization reports a zero amount on the form 990 Part VIII, line G because it does not capitalize its collection as allowed under SFAF 116. Form 990, Part VI, Section A, Line 2 There are two trustees who have a family member on the Board. However, they act independently and each trustee submits an annual conflict of interest statement. Form 990, Part VI, Section B, Line 11b The completed 990 and supporting schedules were provided and distributed to members of the Finance and Audit Committee for review and approval. The 990 is distributed to the Board of Trustees. Each Trustee is requested to review the material. All comments are directed to the Vice President of Finance. Form 990, Part VI, Section B, Line 12c The code of Ethics and the Whistleblower policy are provided to all trustees, employees and volunteers. The policies are available on the museum's intranet for easy access. The Whistleblower policy accepts complaints from all sources. It provides that there is no harassment, retaliation or adverse employment consequences for the person who in good faith reports a violation. Form 990, Part VI, Section B, Line 15 The Board of Trustees with the Executive Committee are responsible for the annual review of compensation of the organizations officers. The Board evaluates performance on many components, including goals, comparable market salary data, and document the decision and recommendation. A similar process is completed for key employees with the President's review of individuals performance evaluations as an additional criteria related to compensation. Form 990, Part VI, Section C, Line 19 The organizations audited financial statements, recognition of exemption and governing documents are available on request. The annual report is available on the museum's website to the general public. Form 990, Part XI, Line 9 Change in value of interest rate swap agreement ($2,086,228) and change in value of split interest agreements ($431,416). 8868 was filed and accepted by the IRS