ERIKSON INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ERIKSON INSTITUTE (EIN 36-2593545)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201320459349302562
- Schema version
- 2011v1.2
- 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 D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T17:00:03-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362593545 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIKSON INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ERIK | NameControl |
| Phone | 3127552250 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 North LaSalle Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606544510 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAMUEL J MEISELS | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2013-01-29 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL J MEISELS | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 North LaSalle Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606544510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24596237 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ERIKSON.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | ERIKSON IS AN INSTITUTION OF HIGHER EDUCATION FOCUSING ON TEACHING, RESEARCH AND CLINICAL AND COMMUNITY SERVICE IN THE AREA OF CHILD DEVELOPMENT AND EARLY CARE EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 236 | TotalNbrEmployees |
| Total Nbr Volunteers | 203 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9667495 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9551716 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5274814 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5088090 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1882312 | InvestmentIncomePriorYear |
| Investment Income Current Year | -433335 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 243842 | OtherRevenuePriorYear |
| Other Revenue Current Year | 69763 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17068463 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14276234 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1134557 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1018947 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10299565 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10389143 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 562925 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6787026 | OtherExpensePriorYear |
| Other Expenses Current Year | 6672491 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18221148 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18080581 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1152685 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3804347 | RevenuesLessExpensesCY |
| Total Assets BOY | 81527736 | TotalAssetsBOY |
| Total Assets EOY | 80081953 | TotalAssetsEOY |
| Total Liabilities BOY | 37926009 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 46214762 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43601727 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33867191 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7705869 | Expense |
| Revenue | 3763682 | Revenue |
| Description | ERIKSON PROVIDES GRADUATE LEVEL EDUCATION AND TRAINING IN CHILD DEVELOPMENT EARLY CHILDHOOD EDUCATION. APPROXIMATELY 275 STUDENTS ENROLLED IN ERIKSON'S GRADUATE CERTIFICATE, MASTER'S DEGREE AND DOCTORAL DEGREE PROGRAMS. 90 MASTER'S DEGREE STUDENTS GRADUATED IN MAY 2012. IN ADDITION TO ITS DEGREE AND CERTIFICATE PROGRAMS, ERIKSON PROVIDES CONTINUING PROFESSIONAL DEVELOPMENT TO WIDE RANGE OF EARLY CHILDHOOD PROFESSIONALS IN THE GREATER CHICAGOLAND AREA. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2088426 | Expense |
| Grants | 1597993 | Grants |
| Revenue | 667178 | Revenue |
| Description | EARLY MATHEMATICS EDUCATION PROJECT 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. 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1831649 | Expense |
| Grants | 1831649 | Grants |
| Description | EARLY CHILDHOOD PROJECT WITH DCFS THE ILLINOIS DEPARTMENT OF CHILDREN AND FAMILY SERVICES (DCFS) CONTRACTS WITH ERIKSON TO MANAGE ITS EARLY CHILDHOOD UNIT. ALUMNA ANDRIA GOSS DIRECTS 19 EARLY CHILDHOOD SPECIALISTS BASED AT ERIKSON WHO WORK STATEWIDE TO DETERMINE WHAT SERVICES ARE NEEDED TO ADDRESS THE DEVELOPMENTAL CONCERNS OF CHILDREN BIRTH THROUGH FIVE WHO ARE IN THE CARE OF OR WHO ARE BEING CLOSELY MONITORED BY DCFS. THROUGH THIS PROJECT, ERIKSON ADMINISTERS DEVELOPMENTAL SCREENINGS TO CHILDREN AGES BIRTH THROUGH THREE ENTERING THE FOSTER CARE SYSTEM IN COOK COUNTY AND COORDINATES ASSESSMENTS STATEWIDE. IN FISCAL YEAR 2012, THE PROGRAM ADMINISTERED 1500 BIRTH THROUGH 3 SCREENING AND MADE 837 REFERRALS FOR EARLY INTERVENTION AND/OR INFANT MENTAL HEALTH PROGRAMS. WE ALSO REFERRED ANOTHER 2,226 CHILDREN FOR SCREENING IN THEIR COMMUNITIES. ADDITIONALLY, WE PARTICIPATED IN 236 HIGH RISK CASE STAFFING, AND ASSISTED APPROXIMATELY 2,551 CHILD WELFARE FAMILIES THROUGHOUT THE STATE OF ILLINOIS. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 1665605 | 1652887 | 1454782 | OTHER PROGRAM EXPENSES: - NEW SCHOOLS PROJECT - FUSSY BABY -FOSTER CHILD DEVELOPMENT, MONITORING & ASSESSMENTS -PROFESSIONAL DEVELOPMENT |
| 1246125 | 348661 | 1011142 | CENTER FOR CHILDREN AND FAMILIES THE CENTER FOR CHILDREN AND FAMILIES PROVIDES COMPREHENSIVE EARLY CHILDHOOD (BIRTH TO AGE EIGHT) DEVELOPMENTAL, BEHAVIORAL, SOCIAL EMOTIONAL ASSESSMENT AND INTERVENTION SERVICES TO CHICAGO-AREA FAMILIES. OUR OVERARCHING GOALS FOR THE CENTER HAVE BEEN TO (A) BRING ERIKSON'S UNPARALLELED EXPERIENCE AND INSIGHT IN CHILD DEVELOPMENT DIRECTLY TO PARENTS AND CHILDREN IN NEED, (B) TO PROVIDE TRAINING TO ERIKSON STUDENTS AND PROFESSIONAL PRACTITIONERS, AND (C) TO EXPAND THE KNOWLEDGE BASE CONCERNING THE ASSESSMENT AND TREATMENT OF YOUNG CHILDREN IN NEED. IN FY 2012, THE CENTER SAW 219 FAMILIES IN THE COUNSELING AND DEVELOPMENTAL DIAGNOSTIC PROGRAMS, AND 177 FAMILIES IN THE MEDICAL DIAGNOSTIC PROGRAM. THE CENTER ALSO EXPANDED PROGRAMS SERVING CHILDREN IN EARLY HEAD START AND MILITARY FAMILIES WITH YOUNG CHILDREN. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2911730 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 2001548 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 2465924 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 14537674 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 79 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 236 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Susan Wallace | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3127552250 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 N LaSalle Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606544510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| BRUCE E HUEY | ||||||||
| BOARD TREASURER | 3.00 | X | X | 0 | 0 | 0 | ||
| JOHN L HINES | ||||||||
| BOARD SECRETARY | 3.00 | X | X | 0 | 0 | 0 | ||
| KATE NEISSER | ||||||||
| BOARD CHAIR | 3.00 | X | X | 0 | 0 | 0 | ||
| BARBARA T BOWMAN | ||||||||
| TRUSTEE/PROFESSOR | 40.00 | X | 139642 | 0 | 11405 | X | ||
| ADRIENNE E WHITE | ||||||||
| 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 | |||
| 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 | |||
| GENE R SAFFOLD | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| IKRAM GOLDMAN | ||||||||
| 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 | |||
| JOYCE WALTERS | ||||||||
| 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 | |||
| LEE E HARKLEROAD | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| LEWIS S INGALL | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| MARY A LARIA | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| MICHELLE L COLLINS | ||||||||
| BOARD VICE CHAIR | 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 P KIPHART | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| RICHARD S SCHUHAM | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| SABRINA GRACIAS | ||||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |||
| SARA CROWN STAR | ||||||||
| TRUSTEE | 3.00 | 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 | |||
| SAMUEL MEISELS | ||||||||
| PRESIDENT | 40.00 | X | 322825 | 0 | 21738 | X | X | |
| SUSAN WALLACE | ||||||||
| VP FOR FINANCE & OPERATIONS/CFO | 40.00 | X | 187417 | 0 | 24086 | X | ||
| GILLIAN MC NAMEE | ||||||||
| PROFESSOR | 40.00 | 116863 | 0 | 22456 | X | |||
| JANA FLEMING | ||||||||
| DIRECTOR | 40.00 | 142174 | 0 | 19756 | X | |||
| JEANNE MUELLER | ||||||||
| VP OF PLANNING AND ENROLLMENT | 40.00 | 131489 | 0 | 14745 | X | |||
| JONATHAN FRANK | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 140787 | 0 | 23524 | X | |||
| RANDY HOLGATE | ||||||||
| VP FOR INSTITUTIONAL ADVANCEMENT | 40.00 | 203374 | 0 | 14752 | X | |||
| SHIRLEY RAY | ||||||||
| SENIOR VP AND DEAN OF FACULTY | 40.00 | 199665 | 0 | 24892 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1584236 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 177354 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SRI INTERNATIONAL | |||||
| PO BOX 2767 | MENLO PARK | CA | 94025 | PROJECT RESEARCH | 470790 |
| ALTER GROUP | |||||
| 75 REMITTANCE DRIVE | CHICAGO | IL | 60675 | BUILDING MANAGEMENT | 299609 |
| UNIVERSITY OF CHICAGO DEPT OF PEDIATRICS | |||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | CONSULTAION | 196511 |
| INDIANA INSURANCE COMPANY | |||||
| P O BOX 145476 | CINCINNATI | OH | 452505476 | INSURANCE | 114186 |
| EURSET SERVICES | |||||
| 4700 N OKETO AVENUE | HARWOOD HEIGHTS | IL | 60706 | JANITORIAL SERVICE | 110380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 391161 | FundraisingEvents |
| All Other Contributions | 9160555 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 9551716 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT TUITION & FEES | 611600 | 3763682 | 3763682 |
| CONSULTING FEES | 611600 | 1324408 | 1324408 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5088090 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 535955 | TotalRevenueColumn |
| Exclusion | $535,955 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9144807 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10114097 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -969290 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -969290 | TotalRevenueColumn |
| Exclusion | -$969,290 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 205906 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 391162 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 205906 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 69763 | TotalRevenueColumn |
| Exclusion | $69,763 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 69763 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14276234 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5088090 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$363,572 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1018947 | Total |
| Program Services | 1018947 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1686276 | Total |
| Program Services | 784820 | ProgramServices |
| Management And General | 698372 | ManagementAndGeneral |
| Fundraising | 203084 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6812351 | Total |
| Program Services | 5896922 | ProgramServices |
| Management And General | 808656 | ManagementAndGeneral |
| Fundraising | 106773 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407945 | Total |
| Program Services | 315004 | ProgramServices |
| Management And General | 73491 | ManagementAndGeneral |
| Fundraising | 19450 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 712497 | Total |
| Program Services | 546043 | ProgramServices |
| Management And General | 131619 | ManagementAndGeneral |
| Fundraising | 34835 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 770074 | Total |
| Program Services | 594630 | ProgramServices |
| Management And General | 138728 | ManagementAndGeneral |
| Fundraising | 36716 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79976 | Total |
| Program Services | 14295 | ProgramServices |
| Management And General | 65681 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38975 | Total |
| Management And General | 38975 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83036 | Total |
| Management And General | 83036 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1791318 | Total |
| Program Services | 1529567 | ProgramServices |
| Management And General | 204519 | ManagementAndGeneral |
| Fundraising | 57232 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70712 | Total |
| Program Services | 69679 | ProgramServices |
| Management And General | 543 | ManagementAndGeneral |
| Fundraising | 490 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311727 | Total |
| Program Services | 145112 | ProgramServices |
| Management And General | 155145 | ManagementAndGeneral |
| Fundraising | 11470 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173514 | Total |
| Program Services | 128138 | ProgramServices |
| Management And General | 39927 | ManagementAndGeneral |
| Fundraising | 5449 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28395 | Total |
| Program Services | 28395 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460266 | Total |
| Program Services | 407852 | ProgramServices |
| Management And General | 44090 | ManagementAndGeneral |
| Fundraising | 8324 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203700 | Total |
| Program Services | 201810 | ProgramServices |
| Management And General | 1694 | ManagementAndGeneral |
| Fundraising | 196 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169698 | Total |
| Program Services | 135855 | ProgramServices |
| Management And General | 24288 | ManagementAndGeneral |
| Fundraising | 9555 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1557639 | Total |
| Program Services | 1292840 | ProgramServices |
| Management And General | 233646 | ManagementAndGeneral |
| Fundraising | 31153 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 966060 | Total |
| Program Services | 801830 | ProgramServices |
| Management And General | 144909 | ManagementAndGeneral |
| Fundraising | 19321 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187802 | Total |
| Program Services | 57599 | ProgramServices |
| Management And General | 130203 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BOOKS AND LIBRARY MATERIALS | 129345 | 128649 | 696 | |
| PRINTING & COPYING | 85936 | 192202 | -120075 | 13809 |
| MISCELLANEOUS EXPENSE | 228025 | 141118 | 81839 | 5068 |
| BAD DEBT EXPENSE | 106367 | 106367 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18080581 | Total |
| Program Services | 14537674 | ProgramServices |
| Management And General | 2979982 | ManagementAndGeneral |
| Fundraising | 562925 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 820179 | BOY |
| EOY | 812664 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5454791 | BOY |
| EOY | 4793513 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10416400 | BOY |
| EOY | 7798062 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94844 | BOY |
| EOY | 97206 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 33998849 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5518531 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29428694 | BOY |
| EOY | 28480318 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25424463 | BOY |
| EOY | 25981151 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9728812 | BOY |
| EOY | 11307520 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159553 | BOY |
| EOY | 811519 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81527736 | BOY |
| EOY | 80081953 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 767614 | BOY |
| EOY | 883465 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28500 | BOY |
| EOY | 75150 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32500000 | BOY |
| EOY | 32500000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4629895 | BOY |
| EOY | 12756147 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37926009 | BOY |
| EOY | 46214762 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18632976 | BOY |
| EOY | 8601895 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9229325 | BOY |
| EOY | 8725870 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15739426 | BOY |
| EOY | 16539426 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43601727 | BOY |
| EOY | 33867191 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81527736 | BOY |
| EOY | 80081953 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3804347 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5930189 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37789393 | BeginningOfYearBalance |
| Contributions | 800000 | Contributions |
| Investment Earnings Or Losses | 909515 | InvestmentEarningsOrLosses |
| Other Expenditures | 1026736 | OtherExpenditures |
| End Of Year Balance | 38472172 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32103845 | BeginningOfYearBalance |
| Contributions | 2705385 | Contributions |
| Investment Earnings Or Losses | 4931980 | InvestmentEarningsOrLosses |
| Other Expenditures | 1951817 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 37789393 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31706224 | BeginningOfYearBalance |
| Contributions | 1202691 | Contributions |
| Investment Earnings Or Losses | 3357460 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 55168 | GrantsOrScholarships |
| Other Expenditures | 4107362 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 32103845 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17875734 | BeginningOfYearBalance |
| Contributions | 21194331 | Contributions |
| Investment Earnings Or Losses | -4375266 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 39500 | GrantsOrScholarships |
| Other Expenditures | 2949075 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 31706224 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.47000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2692677 | OtherCostOrOtherBasis |
| Book Value | 2692677 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27299162 | OtherCostOrOtherBasis |
| Depreciation | 2761387 | Depreciation |
| Book Value | 24537775 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3954510 | OtherCostOrOtherBasis |
| Depreciation | 2757144 | Depreciation |
| Book Value | 1197366 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52500 | OtherCostOrOtherBasis |
| Book Value | 52500 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 28480318 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIVATE EQUITY AND HEDGE FUNDS | Description |
| Book Value | 11307520 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 11307520 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAP AGREEMENT | $11,995,177 |
| DEFERRED COMPENSATION PLAN PAYABLE | $760,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12756147 | TotalOfAmounts |
| Total Revenue | 14276234 | TotalRevenue |
| Total Expenses | 18080581 | TotalExpenses |
| Excess Or Deficit For Year | -3804347 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1435092 | NetUnrealizedGLOnInvestments |
| Other | -$7,365,282 | OtherAmount |
| Total Adjustments | -5930190 | TotalAdjustments |
| Excess Or Deficit Per FS | -9734537 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7244061 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1435092 | NetUnrealizedGainsInvestments |
| Other Revenues | -8384229 | OtherRevenues |
| Revenue Not Rptd F990 | -6949137 | RevenueNotRptdF990 |
| Revenue Subtotal | 14193198 | RevenueSubtotal |
| Investment Expenses Not Included | 83036 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 83036 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14276234 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16978598 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16978598 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 83036 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1018947 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1101983 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18080581 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Intended uses of endowment funds | Identifier |
| Return Reference | Schedule D, Part V, Line 4 | ReturnReference |
| Explanation | 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, 2012, THESE FUNDS WERE ESTABLISHED FOR THE FOLLOWING PURPOSES: FACILITIES $14,715,610; GENERAL OPERATIONS $3,363,325; SCHOLARSHIPS $160,520. | Explanation |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 597068 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 391162 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 205906 | GrossRevenueEvent1 |
| Name Of Event2 | NONE | NameOfEvent2 |
| Gross Revenue Event2 | 0 | GrossRevenueEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Gross Receipts Total | 597068 | GrossReceiptsTotal |
| Charitable Contributions Total | 391162 | CharitableContributionsTotal |
| Gross Revenue Total Events | 205906 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 0 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 0 | DirectExpenseSummaryEvents |
| Net Income Summary | 205906 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (14 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| HARRIS LEADERSHIP SCHOLARSHIPS | 114 | 338893 |
| BOUNCE SCHOLARSHIPS | 27 | 103020 |
| GRAND VICTORIA SCHOLARSHIPS | 25 | 74371 |
| ANNE SEARLE SCHOLARSHIP | 2 | 7000 |
| DOCTORAL SCHOLARSHIPS | 6 | 28290 |
| BARBARA T. BOWMAN SCHOLARSHIP | 7 | 32000 |
| CPS COMMUNITY PARTNERSHIP SCHOLARSHIP | 17 | 122150 |
| INFANT STUDIES SCHOLARSHIP | 15 | 85191 |
| STEANS LEARNING COLLABORATIVE | 5 | 2700 |
| B&N HARRIS SCHOLARSHIP | 31 | 93949 |
| BOEING SCHOLARSHIPS | 11 | 62573 |
| COMMUNITY COLLEGE PARTNERSHIP SCHOLARSHIPS | 11 | 9680 |
| US DEPT. OF EDUCATION - HIGH STANDARD PREK MATH SCHOLARSHIPS | 143 | 18000 |
| DCYS SCHOLARSHIPS | 6 | 41130 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| 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. THE STUDENT LOAN PROGRAM IS AUDITED EVERY YEAR IN COMPLIANCE WITH FEDERAL SINGLE AUDIT STANDARDS. | Explanation |
Schedule J IRS990ScheduleJ
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBARA T BOWMAN | |||||||||||||
| 138742 | 0 | 0 | 0 | 900 | 0 | 10909 | 0 | 496 | 0 | 151047 | 0 | 0 | 0 |
| JANA FLEMING | |||||||||||||
| 141274 | 0 | 0 | 0 | 900 | 0 | 13936 | 0 | 5820 | 0 | 161930 | 0 | 0 | 0 |
| JONATHAN FRANK | |||||||||||||
| 139887 | 0 | 0 | 0 | 900 | 0 | 10888 | 0 | 12636 | 0 | 164311 | 0 | 0 | 0 |
| RANDY HOLGATE | |||||||||||||
| 202474 | 0 | 0 | 0 | 900 | 0 | 14752 | 0 | 0 | 0 | 218126 | 0 | 0 | 0 |
| SAMUEL MEISELS | |||||||||||||
| 314425 | 0 | 0 | 0 | 8400 | 0 | 21242 | 0 | 496 | 0 | 344563 | 0 | 0 | 0 |
| SHIRLEY RAY | |||||||||||||
| 198765 | 0 | 0 | 0 | 900 | 0 | 12256 | 0 | 12636 | 0 | 224557 | 0 | 0 | 0 |
| SUSAN WALLACE | |||||||||||||
| 186517 | 0 | 0 | 0 | 900 | 0 | 15277 | 0 | 8809 | 0 | 211503 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 861091967 | IssuerEIN |
| CUSIP Number | 452029AA9 | CUSIPNumber |
| Date Issued | 2007-12-12 | DateIssued |
| Issue Price | 32500000 | IssuePrice |
| Description Of Purpose | CONSTRUCT AND EQUIP FACILITY | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 32500000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 328294 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 32171706 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.0000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.0000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.0000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.0 | TermOfHedge |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Term Of GIC | 0.0 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | false | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of other program services | Form 990, Part III, Line 4d | OTHER PROGRAM EXPENSES: - NEW SCHOOLS PROJECT - FUSSY BABY -FOSTER CHILD DEVELOPMENT, MONITORING & ASSESSMENTS -PROFESSIONAL DEVELOPMENT CENTER FOR CHILDREN AND FAMILIES THE CENTER FOR CHILDREN AND FAMILIES PROVIDES COMPREHENSIVE EARLY CHILDHOOD (BIRTH TO AGE EIGHT) DEVELOPMENTAL, BEHAVIORAL, SOCIAL EMOTIONAL ASSESSMENT AND INTERVENTION SERVICES TO CHICAGO-AREA FAMILIES. OUR OVERARCHING GOALS FOR THE CENTER HAVE BEEN TO (A) BRING ERIKSON'S UNPARALLELED EXPERIENCE AND INSIGHT IN CHILD DEVELOPMENT DIRECTLY TO PARENTS AND CHILDREN IN NEED, (B) TO PROVIDE TRAINING TO ERIKSON STUDENTS AND PROFESSIONAL PRACTITIONERS, AND (C) TO EXPAND THE KNOWLEDGE BASE CONCERNING THE ASSESSMENT AND TREATMENT OF YOUNG CHILDREN IN NEED. IN FY 2012, THE CENTER SAW 219 FAMILIES IN THE COUNSELING AND DEVELOPMENTAL DIAGNOSTIC PROGRAMS, AND 177 FAMILIES IN THE MEDICAL DIAGNOSTIC PROGRAM. THE CENTER ALSO EXPANDED PROGRAMS SERVING CHILDREN IN EARLY HEAD START AND MILITARY FAMILIES WITH YOUNG CHILDREN. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | 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. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | 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. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | 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. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | 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 | FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (D) | REPORTABLE COMPENSATION FOR BARBARA T. BOWMAN REPRESENTS INCOME EARNED AS A PROFESSOR AND NOT AS A TRUSTEE OF THE ORGANIZATION. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 1435091; INTEREST RATE SWAP ADJUSTMENT TO FAIR VALUE - -7365280; |