2015-02-16T12:37:47-06:00 2014-06-30 990 2013-07-01 362593545 ERIKSON INSTITUTE ERIK 3127552250 451 North LaSalle Street Chicago IL 606544510 GEOFFREY NAGLE PRESIDENT AND CEO 2015-02-16 2013 2016-02-25 16:41:14Z GEOFFREY NAGLE 451 North LaSalle Street Chicago IL 606544510 34614317 false X WWW.ERIKSON.EDU X 1966 IL ERIKSON IS AN INSTITUTION OF HIGHER EDUCATION FOCUSING ON TEACHING, RESEARCH AND COMMUNITY SERVICE IN THE AREA OF CHILD DEVELOPMENT. 38 37 230 200 0 0 11532366 10798417 5097643 5229376 2584964 4278664 106826 57679 19321799 20364136 805719 960591 0 0 10605661 10964630 0 0 675752 7183932 7393354 18595312 19318575 726487 1045561 84362506 84589114 41752789 38515420 42609717 46073694 ERIKSON INSTITUTE IS AN INDEPENDENT INSTITUTION OF HIGHER EDUCATION THAT PREPARES CHILD DEVELOPMENT AND FAMILY SERVICE PROFESSIONALS FOR LEADERSHIP. THROUGH ITS ACADEMIC PROGRAMS, APPLIED RESEARCH AND COMMUNITY SERVICE AND ENGAGEMENT, ERIKSON ADVANCES THE ABILITY OF PRACTITIONERS, RESEARCHERS, AND DECISION MAKERS TO IMPROVE LIFE FOR CHILDREN AND THEIR FAMILIES. THE INSTITUTE IS A CATALYST FOR DISCOVERY AND CHANGE, CONTINUALLY BRINGING THE NEWEST SCIENTIFIC KNOWLEDGE AND THEORIES OF CHILDREN'S DEVELOPMENT AND LEARNING INTO ITS CLASSROOMS AND OUT TO THE COMMUNITY SO THAT PROFESSIONALS SERVING CHILDREN AND FAMILIES ARE INFORMED, INSPIRED AND RESPONSIVE. false false 7144680 960591 3805312 ERIKSON INSTITUTE: ERIKSON INSTITUTE PROVIDES GRADUATE LEVEL EDUCATION AND TRAINING IN CHILD DEVELOPMENT, SOCIAL WORK AND EARLY CHILDHOOD EDUCATION. APPROXIMATELY 280 STUDENTS ARE ENROLLED IN ERIKSON'S GRADUATE CERTIFICATE, MASTER'S DEGREE AND DOCTORAL DEGREE PROGRAMS. 88 MASTER'S DEGREE STUDENTS GRADUATED IN MAY 2013. IN ADDITION TO ITS DEGREE AND CERTIFICATE PROGRAMS, ERIKSON HELPS FURTHER THE EDUCATION OF 2,000 WORKING PROFESSIONALS EACH YEAR THROUGH ITS CONTINUING EDUCATION COURSES, WORKSHOPS, WEBINARS, AND CUSTOMIZED ON-SITE STAFF DEVELOPMENT. 1750649 THE EARLY CHILDHOOD PROJECT (DCFS): THE EARLY CHILDHOOD PROJECT, A COLLABORATIVE EFFORT BETWEEN ERIKSON INSTITUTE AND THE DEPARTMENT OF CHILDREN AND FAMILY SERVICES, WAS IMPLEMENTED TO SERVE AND MEET THE NEEDS OF YOUNG CHILDREN WHO ARE IN FOSTER CARE OR ARE BEING CLOSELY MONITORED BY THE CHILD WELFARE SYSTEM. NINETEEN EARLY CHILDHOOD SPECIALISTS BASED AT ERIKSON WORK STATEWIDE TO DETERMINE WHAT SERVICES ARE NEEDED TO ADDRESS THE DEVELOPMENTAL CONCERNS OF CHILDREN BIRTH THROUGH FIVE WHO HAVE HAD ADVERSE EXPERIENCES AND ARE AT GREATER RISK FOR DEVELOPMENTAL DELAYS. ADDITIONALLY, ERIKSON FACULTY PROVIDES EXPERTISE AND COUNSEL TO THE PROJECT AS WELL AS OPPORTUNITIES FOR OUR STUDENTS THROUGH THEIR PRACTICUMS. THROUGH THIS PROJECT, ERIKSON STAFF ADMINISTERS DEVELOPMENTAL SCREENINGS, PROVIDES CONSULTS, REFERRALS, TRAININGS AND RESOURCES TO FAMILIES INVOLVED WITH THE CHILD WELFARE SYSTEM. DURING FISCAL YEAR 2013, ERIKSON SERVED MORE THAN 6,700 CHILDREN AND THEIR FAMILIES. 1643993 280950 THE EARLY MATH COLLABORATIVE: THE EARLY MATH COLLABORATIVE PROVIDES IN-DEPTH TRAINING IN EARLY MATHEMATICS TO OVER 200 PREK TO 3RD GRADE TEACHERS EACH YEAR. THROUGH A DEPARTMENT OF EDUCATION-FUNDED "INVESTING IN INNOVATION" GRANT, ALL PRIMARY GRADE TEACHERS AT EIGHT CHICAGO PUBLIC SCHOOLS ATTEND LEARNING LABS, RECEIVE INDIVIDUAL COACHING SERVICES, AND PARTICIPATE IN MATH-FOCUSED GRADE LEVEL MEETINGS AND LESSON STUDY AT THEIR SCHOOLS. THE COLLABORATIVE IS ALSO PARTNERING WITH THE CHICAGO PUBLIC SCHOOLS DEPARTMENT OF MATH AND SCIENCE TO TRAIN 1000 TEACHER LEADERS AT APPROXIMATELY 500 ELEMENTARY SCHOOLS DISTRICT-WIDE; TRAINING FOCUSES ON IMPLEMENTATION OF THE NEWLY RELEASED COMMON CORE STATE STANDARDS FOR MATHEMATICS. PROFESSIONAL DEVELOPMENT AND CONSULTATION ARE ALSO PROVIDED TO PAROCHIAL SCHOOLS, EDUCARE SITES, HEAD START PROGRAMS, SCHOOLS IN THE CHICAGO SUBURBS, COMMUNITY COLLEGES ACROSS THE STATE OF ILLINOIS, AND IN KENTUCKY, MINNESOTA, WISCONSIN, OHIO, NEW YORK CITY, AND NEW JERSEY, AND RESEARCH IS CONDUCTED ON MATH TEACHING AND TEACHER TRAINING. 4529332 1200793 OTHER PROGRAM EXPENSES: - CENTER FOR CHILDREN AND FAMILIES - NEW SCHOOLS PROJECT - FUSSY BABY - FOSTER CHILD DEVELOPMENT, MONITORING & ASSESSMENTS - PROFESSIONAL DEVELOPMENT 4529332 1200793 15068654 true true false false false false false false true true true false false true false true false true false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false true 89 0 true 230 true true true false false false false false false false false false X 38 37 false false false false false false false true true false false true true true true true true true false false IL X Susan Wallace 3127552250 451 N LaSalle Street Chicago IL 606544510 BARBARA T BOWMAN TRUSTEE/CO-PRESIDENT 40.00 X X 159628 0 14226 BRUCE E HUEY BOARD TREASURER 4.00 X X 0 0 0 JOHN L HINES BOARD SECRETARY 4.00 X X 0 0 0 KATE NEISSER BOARD CHAIR 6.00 X X 0 0 0 MICHELLE L COLLINS BOARD VICE CHAIR 6.00 X X 0 0 0 ADRIENNE E WHITE TRUSTEE 3.00 X 0 0 0 ASHLEY NETZKY TRUSTEE 3.00 X 0 0 0 CARI B SACKS TRUSTEE 3.00 X 0 0 0 CATHERINE M ADDUCI TRUSTEE 3.00 X 0 0 0 CLARE PINKERT TRUSTEE 3.00 X 0 0 0 DIANE GOLDSTICK MEAGHER TRUSTEE 3.00 X 0 0 0 EDWARD S LOEB TRUSTEE 3.00 X 0 0 0 ERIC ADELSTEIN TRUSTEE 3.00 X 0 0 0 EVE M TYREE TRUSTEE 3.00 X 0 0 0 IKRAM GOLDMAN TRUSTEE 3.00 X 0 0 0 JACEE M BURNES TRUSTEE 3.00 X 0 0 0 JAMES J ROCHE TRUSTEE 3.00 X 0 0 0 JEANNA MARIE CAPITO TRUSTEE 3.00 X 0 0 0 JOHN W MCNULTY TRUSTEE 3.00 X 0 0 0 JOY SEGAL TRUSTEE 3.00 X 0 0 0 JUDY MCCASKEY TRUSTEE 3.00 X 0 0 0 KATHY RICHLAND PICK TRUSTEE 3.00 X 0 0 0 LEWIS S INGALL TRUSTEE 4.00 X 0 0 0 LINDA MORRIS TRUSTEE 3.00 X 0 0 0 MARY A LARAIA TRUSTEE 3.00 X 0 0 0 MITCHELL J LEDERER TRUSTEE 3.00 X 0 0 0 PATRICIA REYNOLDS WALSH TRUSTEE 3.00 X 0 0 0 RICHARD S SCHUHAM TRUSTEE 4.00 X 0 0 0 SABRINA GRACIAS TRUSTEE 3.00 X 0 0 0 SABRINA GRACIAS TRUSTEE 3.00 X 0 0 0 SANDRA PEREZ STERLING TRUSTEE 3.00 X 0 0 0 SARA CROWN STAR TRUSTEE 3.00 X 0 0 0 SARAH MANGLESDORF TRUSTEE 3.00 X 0 0 0 SCOTT STEFFENS TRUSTEE 4.00 X 0 0 0 SHERI B ZUCKERMAN TRUSTEE 3.00 X 0 0 0 SHIRLEY MADIGAN TRUSTEE 3.00 X 0 0 0 SUSAN J WISLOW TRUSTEE 3.00 X 0 0 0 TOBY HERR TRUSTEE 3.00 X 0 0 0 VIRGINIA G BOBINS TRUSTEE 3.00 X 0 0 0 FRANCES STOTT KAMPWIRTH INTERIM CO_PRESIDENT 20.00 X 111308 0 7068 GEOFFREY NAGLE PRESIDENT 40.00 X 0 0 0 SUSAN WALLACE VP FOR FINANCE & OPERATIONS/CFO 40.00 X 186248 0 22037 RANDY HOLGATE VP FOR INSTITUTIONAL ADVANCEMENT 40.00 X 201836 0 14750 SHIRLEY RAY SENIOR VP AND DEAN OF FACULTY 40.00 X 201303 0 16512 GILLIAN MC NAMEE PROFESSOR 40.00 X 118247 0 21998 JANA FLEMING DIRECTOR 40.00 X 145177 0 16662 JONATHAN FRANK CHIEF INFORMATION OFFICER 40.00 X 136034 0 21667 LINDA GILKERSON PROFESSOR 40.00 X 127964 0 9960 ROBERT HALPERN PROFESSOR 40.00 X 121433 0 19513 SAMUEL MEISELS PRESIDENT X 136280 0 16003 1645458 0 180396 14 true true false ALTER GROUP 75 REMITTANCE DRIVE CHICAGO IL 60675 BUILDING MANAGEMENT 422457 SRI INTERNATIONAL PO BOX 2767 MENLO PARK CA 94025 PROJECT RESEARCH 236784 PSH KIMCO LLC 45 W HINTZ RD WHEELING IL 60090 JANITORIAL SERVICE 148533 RUSSELL RAYNOLDS ASSOCIATES INC CHURCH STREET STATION NEW YORK NY 102496427 EXECUTIVE SEARCH 119422 THE ROCKWOOD COMPANY 20 NORTH WACKER DR SUITE 960 CHICAGO IL 606062901 INSURANCE 110018 5 4906094 5892323 10798417 STUDENT TUITION & FEES 611600 3805312 3805312 CLINICAL AND TRAINING 611600 1424064 1424064 0 0 0 0 0 0 0 5229376 641690 641690 0 0 0 0 0 17887155 14250181 3636974 0 3636974 3636974 0 0 0 MISCELLANEOUS 900099 57679 57679 0 0 0 0 0 0 57679 20364136 5287055 0 4278664 0 960591 960591 0 0 0 0 8969139 6855828 1698929 414382 453185 346406 85842 20937 828639 633395 156960 38284 713667 545513 135182 32972 0 133160 6700 126460 27830 27830 0 0 0 180539 180539 0 0 0 0 107734 105638 1823 273 757361 450776 273069 33516 0 18710 18710 648430 556747 79261 12422 381742 321280 60317 145 0 227997 200436 19854 7707 1498897 1289051 179868 29978 0 916668 788335 110000 18333 206109 59978 146131 0 BOOKS & LIBRARY MATERIALS 127687 121856 1428 4403 PRINTNG & COPYING 119665 94043 10568 15054 CONTRACT SERVICES 1968474 1641020 280108 47346 BAD DEBT EXPENSE 72351 72351 0 0 0 0 19318575 15068654 3574169 675752 0 1498198 1660679 5176667 4876848 7459318 5467470 385368 450468 0 0 0 0 34040463 7380880 27540856 26659583 28357612 28903064 12975823 15210089 0 0 968664 1360913 84362506 84589114 1074546 1009677 137116 133520 32500000 32500000 0 0 8041127 4872223 41752789 38515420 16252635 20005469 9816906 9528049 16540176 16540176 42609717 46073694 84362506 84589114 X 1045561 2279420 138996 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42960871 361500 6371061 5284850 44408582 38472172 750 5662324 1174375 42960871 37789393 800000 909515 1026736 38472172 32103845 2705385 4931980 1951817 0 37789393 31706224 1202691 3357460 55168 4107362 0 32103845 0.54000 0.37000 0.09000 false false 2692677 2692677 27299163 4175423 23123740 0 3996123 3205457 790666 52500 52500 26659583 0 0 PRIVATE EQUITY AND HEDGE FUNDS 15210089 F 15210089 0 INTEREST RATE SWAP AGREEMENT 3816762 DEFERRED COMPENSATION PLAN PAYABLE 1055461 4872223 21641422 2279420 138996 2418416 19223006 180539 960591 1141130 20364136 18177445 0 0 18177445 180539 960591 1141130 19318575 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, 2014, THESE FUNDS WERE ESTABLISHED FOR THE FOLLOWING PURPOSES: FACILITIES $12,001,298 GENERAL OPERATIONS $11,802,191; SCHOLARSHIPS $160,177. Schedule D, Part XI, Line 2d, Other revenues in audited financial statements not in form 990 INTEREST RATE SWAP FAIR VALUE ADJUSTMENT - 138996; Schedule D, Part XI, Line 4b, Other revenues in form 990 not in audited financial statements SCHOLARSHIPS - 960591; Schedule D, Part XII, Line 4b, Other expenses in form 990 not in audited financial statements SCHOLARSHIP - 960591; true true true true true true true false false false false false false false false false false true 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. true HARRIS LEADERSHIP SCHOLARSHIPS 19 168869 BOUNCE SCHOLARSHIPS 25 97140 GRAND VICTORIA SCHOLARSHIPS 1 2000 ANNE SEARLE SCHOLARSHIP 2 6000 DOCTORAL SCHOLARSHIPS 3 16470 BARBARA T. BOWMAN SCHOLARSHIP 6 28000 CPS COMMUNITY PARTNERSHIP SCHOLARSHIP 14 125161 INFANT STUDIES SCHOLARSHIP 16 98355 PARTNERSHIP FOR QUALITY CHILD CARE 2 4100 ERIKSON INSTITUTE 72 132643 PELINO SCHOLARHSIP 24 186398 CARI SACKS SCHOLARSHIP 2 18810 HERR FELLOWSHIP SCHOLARSHIP 2 22045 US DEPARTMENT OF EDUCATION - OSEP 10 54600 Schedule I, Part I, Line 2, Procedures for monitoring use of grant funds 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. THE STUDENT LOAN PROGRAM IS AUDITED EVERY YEAR IN COMPLIANCE WITH FEDERAL SINGLE AUDIT STANDARDS X X X X false false false false false false false false false RANDY HOLGATE VP FOR INSTITUTIONAL ADVANCEMENT 201836 0 0 0 0 0 0 0 14750 0 216586 0 0 0 SHIRLEY RAY SENIOR VP AND DEAN OF FACULTY 201303 0 0 0 0 0 0 0 16512 0 217815 0 0 0 BARBARA T BOWMAN TRUSTEE/CO-PRESIDENT 159628 0 0 0 0 0 0 0 14226 0 173854 0 0 0 SUSAN WALLACE VP FOR FINANCE & OPERATIONS/CFO 186248 0 0 0 0 0 0 0 22037 0 208285 0 0 0 JONATHAN FRANK CHIEF INFORMATION OFFICER 136034 0 0 0 0 0 0 0 21667 0 157701 0 0 0 JANA FLEMING DIRECTOR 145177 0 0 0 0 0 0 0 16662 0 161839 0 0 0 SAMUEL MEISELS PRESIDENT 136280 0 0 0 0 0 0 0 16003 0 152283 0 0 0 A ILLINOIS FINANCE AUTHORITY 861091967 452029AA9 2007-12-12 32500000 CONSTRUCT AND EQUIP FACILITY false false false A 0 0 32500000 0 0 0 328294 0 0 32171706 0 0 2009 false false true true A 0.01000 0.00000 0.01000 A true true BANK OF AMERICA 30.0 false false false false false false A Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body FORM 990 WAS REVIEWED BY THE PRESIDENT, CHIEF FINANCIAL OFFICER AND THE TREASURER AND WAS DISTRIBUTED TO ERIKSON'S BOARD MEMBERS BEFORE IT WAS FILED WITH THE IRS. Form 990, Part VI, Sec B, 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 CONFLICT UPON THE ACTIVITIES OF THE INSTITUTE AND THE TRUSTEE, OFFICER OR KEY EMPLOYEE. THE EXECUTIVE COMMITTEE WILL MAKE A FINAL, WRITTEN DETERMINATION AS TO THE HANDLING OF THE CONFLICT ISSUE. Form 990, Part VI, Sec B, Line 15a, Process to establish compensation of top management official THE COMPENSATION COMMITTEE IS APPOINTED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMPENSATION COMMITTEE IS CHARGED WITH RECOMMENDING TO THE BOARD THE PRESIDENT'S COMPENSATION, INCLUDING SALARY AND BENEFITS. THE COMPENSATION COMMITTEE REVIEWS A COMPENSATION SURVEY OF SIMILAR POSITIONS IN EDUCATIONAL INSTITUTIONS SIMILAR TO ERIKSON, LOCATED WITHIN A METROPOLITAN AREA. THIS INFORMATION IS OBTAINED FROM FORM 990'S. THIS REVIEW IS CONDUCTED ANNUALLY. THE PRESIDENT REVIEWS THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES OF ERIKSON. HE REVIEWS A COMPENSATION SURVEY OF SIMILAR POSITIONS IN EDUCATIONAL INSTITUTIONS SIMILAR TO ERIKSON, LOCATED WITHIN A METROPOLITAN AREA. THIS REVIEW IS CONDUCTED ANNUALLY. Form 990, Part VI, Sec C, 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. , COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEE REPORTABLE COMPENSATION FOR BARBARA T. BOWMAN REPRESENTS INCOME EARNED AS A PROFESSOR AND INTERIM CO PRESIDENT NOT AS A TRUSTEE OF THE ORGANIZATION. Form 990 , Part XI, Line 9, Other changes in net assets or fund balances INTEREST RATE SWAP FAIR VALUE ADJUSTMENT - 138996;