2025-02-26T16:27:43-06:00 2024-06-30 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2023-07-01 362167012 CHAPIN HALL CENTER FOR CHILDREN CHAP 7732565100 200 W MADISON STREET 300 CHICAGO IL 60606 BRYAN SAMUELS EXECUTIVE DIRECTOR 7732565100 2025-02-26 1 1 DAVID LOWENTHAL P00378651 3122071040 2025-02-26 2023 2025-03-06 01:10:19Z BRYAN SAMUELS 200 W MADISON STREET 300 CHICAGO IL 60606 49069966 0 X WWW.CHAPINHALL.ORG X 1985 IL ESTABLISHED IN 1985, CHAPIN HALL IS AN INDEPENDENT POLICY RESEARCH CENTER (CONTINUED ON SCHEDULE O) DEDICATED TO IMPROVING POLICIES AND PROGRAMS FOR CHILDREN AND YOUTH, FAMILIES, AND THEIR COMMUNITIES. 11 5 175 13 0 0 8650511 9550171 14727405 16085605 868098 1249207 -145883 -140898 24100131 26744085 61489 0 0 0 19376465 21039358 0 0 225075 4134099 4651068 23572053 25690426 528078 1053659 54125300 55983385 4504479 5128820 49620821 50854565 X CHAPIN HALL'S MISSION IS TO IMPROVE THE WELL-BEING OF CHILDREN AND YOUTH, FAMILIES, AND THEIR COMMUNITIES THROUGH BROAD-PERSPECTIVE POLICY RESEARCH. 0 0 16716605 16085605 THE AIM OF CHAPIN HALL'S MULTIDISCIPLINARY RESEARCH IS TO LEARN MORE ABOUT THE STATE OF OUR YOUNG PEOPLE AND THEIR FAMILIES, AND THE DEGREE TO WHICH THE POLICIES AND PROGRAMS DESIGNED TO SUPPORT THEM ARE SUCCEEDING. WHILE OUR RESEARCH CONCERNS THE WELL-BEING OF ALL CHILDREN AND YOUTH, WE PARTICULARLY FOCUS ON WHAT IS HAPPENING TO THE MOST VULNERABLE SO THAT THE POLICYMAKERS AND PRACTITIONERS CAN CREATE INSTITUTIONS AND PROGRAMS THAT WILL HELP THEM DEVELOP INTO HEALTHY, EDUCATED, AND PRODUCTIVE ADULTS. THE CONCEPT OF CHAPIN HALL HAS BEEN REPLICATED IN MANY OTHER LOCATIONS WITHIN AND OUTSIDE THE UNITED STATES, OFTEN WITH THE HELP OF CHAPIN HALL RESEARCH FELLOWS. CHAPIN HALL SERVES AS A FULCRUM FOR INTERCHANGE AMONG THE COMMUNITIES OF PUBLIC POLICY AND CHILD-FAMILY RESEARCH, BOTH NATIONALLY AND INTERNATIONALLY. 16716605 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 88 0 1 175 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL CA X X PAULETTE PHILLIPS 7732565161 C/O IMPACT HOUSE 200 W MADISON ST CHICAGO IL 60606 X MARICELA GARCIA VICE CHAIR (THRU 12/23) 2.00 0.00 X X 0 0 0 PAUL CASTELLUCCI TREASURER 2.00 40.00 X X 0 407738 27916 DANIEL ABEBE CHAIR 2.00 40.00 X X 0 482214 38600 MARY ELLEN CARON DIRECTOR 2.00 0.00 X 0 0 0 DEBORAH GORMAN-SMITH DIRECTOR 2.00 40.00 X 0 495632 65972 CHAULA GUPTA DIRECTOR 2.00 0.00 X 0 0 0 KATHERINE KINZLER DIRECTOR 2.00 40.00 X 0 340425 64646 DORIANE MILLER DIRECTOR (THRU 12/23) 2.00 40.00 X 0 293023 51351 QUINN RALLINS DIRECTOR 2.00 0.00 X 0 0 0 SELWYN ROGERS DIRECTOR 2.00 40.00 X 0 866094 97395 BJ WALKER DIRECTOR 2.00 0.00 X 0 0 0 KA YEE LEE DIRECTOR (BEG 12/23) 2.00 40.00 X 0 956741 110491 JUAN CARLOS LINARES DIRECTOR (BEG 12/23) 2.00 0.00 X 0 0 0 BRYAN SAMUELS EXECUTIVE DIRECTOR 37.50 0.00 X 436283 0 27465 ANNE F FARRELL DIRECTOR OF RESEARCH 37.50 0.00 X 259946 0 29700 ROBERT GOERGE SENIOR RESEARCH FELLOW 37.50 0.00 X 303501 0 39643 FRIEDHELM WULCZYN SENIOR RESEARCH FELLOW 37.50 0.00 X 313473 0 35559 CLARE ANDERSON SENIOR POLICY FELLOW 37.50 0.00 X 240932 0 20339 DANA WEINER SENIOR POLICY FELLOW 37.50 0.00 X 296584 0 19279 1850719 3841867 628356 54 0 1 0 MATHEMATICA INC 600 ALEXANDER PARK SUITE 100 PRINCETON NJ 08540 DATA COLLECTION & ANALYSIS 371575 UNIVERSITY OF KENTUCKY RESEARCH FOUNDATI 109 KINKEAD HALL LEXINGTON KY 405060057 TRAINING & CAPACITY BUILDING SUPPORT 228893 KURT HEISLER CONSULTING 6707 WOODEN SPOKE RD BURKE VA 22015 DATA ANALYSIS & METHODOLOGY EXPERTISE 160175 NFINA TECHNOLOGIES INC 820 S UNIVERSITY BLVD MOBILE AL 36609 DATA STORAGE & SERVICES 136024 PLANTE & MORAN PLLC 3000 TOWN CENTER SOUTHFIELD MI 48075 AUDIT, TAX, & CONSULTING SERVICES 120444 7 473000 3143838 5933333 9550171 CONTRACT REVENUE 541700 16085605 16085605 16085605 212798 212798 486232 627130 -140898 -140898 -140898 22735160 21698751 1036409 1036409 1036409 26744085 16085605 0 1108309 X 471477 108198 363279 16177165 10973538 5040686 162941 1219896 836398 371041 12457 2008656 1358392 630179 20085 1162164 785524 365025 11615 10794 10794 60998 60998 175658 175658 2670595 1601854 1058745 9996 280064 216675 60748 2641 489839 333323 156516 15821 15821 349931 265948 80484 3499 80029 60822 18407 800 MISCELLANEOUS 419523 104733 313749 1041 SUBSCRIPTIONS 97816 71200 26616 25690426 16716605 8748746 225075 339063 871463 11468308 10448852 1313000 1272000 7304055 9173803 342474 394205 7192611 6979386 463688 213225 31934347 32364014 960365 1245823 54125300 55983385 2289177 2697274 553661 835722 700000 350000 961641 1245824 4504479 5128820 X 39765742 40616515 9855079 10238050 49620821 50854565 54125300 55983385 X 1053659 1028810 -850000 1275 X 0 1 X 1 1 1 X 19807413 8722984 9685628 8650511 9550171 56416707 19807413 8722984 9685628 8650511 9550171 56416707 11286171 45130536 664605 2001638 774891 667916 699030 4808080 61224787 55436100 0.73710 0.78920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18425258 1943906 1671114 18698050 20022502 20549 1617793 18425258 22802198 206524 2986219 20022502 15354718 8901063 1453583 22802198 16754508 -1399790 15354718 0.73259 0.26741 0 1 1 5927480 5883773 43707 1265131 1095613 169518 213225 INVESTMENT PORTFOLIO (TRIP) 32364014 F 32364014 INTEREST RATE SWAP 1 DEFERRED COMPENSATION 1245823 1245824 28225642 1028810 1275 1030085 27195557 175658 -627130 -451472 26744085 26991898 850000 627130 1477130 25514768 175658 175658 25690426 PART V, LINE 4: THE ORGANIZATION PLANS TO USE THE ENDOWMENT TO FINANCE OPERATIONS AND TO PURSUE STRATEGIC OPPORTUNITIES AT CHAPIN HALL. CHAPIN HALL'S INVESTMENTS, WHICH INCLUDE THE PERMANENTLY RESTRICTED ENDOWMENT AND BOARD-DESIGNATED FUNDS (QUASI-ENDOWMENT), ARE INTENDED TO PROVIDE INCOME AND APPRECIATION OVER TIME, AT A RATE THAT EXCEEDS THE ANNUAL 5% RETURN FROM FUNDS AND MANAGEMENT FEES. OVER TIME, IT IS EXPECTED THAT THE FUNDS WILL GROW TO MATCH BOTH INFLATIONARY NEEDS AND STRATEGIC OPPORTUNITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR MARKET VALUE OF INTEREST RATE SWAP 1,275. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -627,130. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 627,130. X X X X 0 0 0 0 0 0 0 1 0 KA YEE LEE DIRECTOR (BEG 12/23) 0 859554 0 86000 0 11187 0 26400 0 84091 0 1067232 0 0 SELWYN ROGERS DIRECTOR 0 706094 0 160000 0 0 0 26400 0 70995 0 963489 0 0 DEBORAH GORMAN-SMITH DIRECTOR 0 495632 0 0 0 0 0 26400 0 39572 0 561604 0 0 DANIEL ABEBE CHAIR 0 430262 0 51952 0 0 0 26400 0 12200 0 520814 0 0 BRYAN SAMUELS EXECUTIVE DIRECTOR 435923 0 0 0 360 0 26400 0 1065 0 463748 0 0 0 PAUL CASTELLUCCI TREASURER 0 381488 0 26250 0 0 0 26400 0 1516 0 435654 0 0 KATHERINE KINZLER DIRECTOR 0 337925 0 2500 0 0 0 26400 0 38246 0 405071 0 0 FRIEDHELM WULCZYN SENIOR RESEARCH FELLOW 312373 0 0 0 1100 0 24990 0 10569 0 349032 0 0 0 DORIANE MILLER DIRECTOR (THRU 12/23) 0 288796 0 4227 0 0 0 24410 0 26941 0 344374 0 0 ROBERT GOERGE SENIOR RESEARCH FELLOW 303141 0 0 0 360 0 18331 0 21312 0 343144 0 0 0 DANA WEINER SENIOR POLICY FELLOW 227315 0 0 0 69269 0 18214 0 1065 0 315863 0 0 0 ANNE F FARRELL DIRECTOR OF RESEARCH 259586 0 0 0 360 0 18960 0 10740 0 289646 0 0 0 CLARE ANDERSON SENIOR POLICY FELLOW 240572 0 0 0 360 0 19274 0 1065 0 261271 0 0 0 A ILLINOIS EDUCATIONAL FACILITIES AUTHORITY 521297563 4520014V9 2003-05-15 5250000 REFINANCING OF 1994 BONDS 0 0 0 A 4900000 5235737 5100512 105000 30225 1985 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 1 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. THE RETURN IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM, PLANTE & MORAN, PLLC, AND IS REVIEWED BY THE ORGANIZATION'S DIRECTOR OF ACCOUNTING AND CHIEF FINANCIAL OFFICER. A FINAL DRAFT OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW AND COMMENT BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS, DIRECTORS, AND EMPLOYEES OF THE CORPORATION MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST STATEMENT THAT IS REVIEWED AND MONITORED BY THE BOARD OF DIRECTORS CONFLICT OF INTEREST COMMITTEE. ADDITIONALLY, EACH OFFICER AND DIRECTOR ACKNOWLEDGES THAT SHOULD A POSSIBLE CONFLICT ARISE, IT IS THEIR OBLIGATION TO CALL IT TO THE ATTENTION OF THE CHAIR OF THE CONFLICT OF INTEREST BOARD COMMITTEE OR THE EXECUTIVE DIRECTOR OF CHAPIN HALL OR DESIGNEE, AS APPROPRIATE, AND TO ABSTAIN FROM ANY PARTICIPATION IN THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE CHAPIN HALL BOARD OF DIRECTORS MEETS ON AN ANNUAL BASIS TO REVIEW THE CURRENT COMPENSATION OF THE EXECUTIVE DIRECTOR, SENIOR ADMINISTRATIVE STAFF, AND SENIOR RESEARCH/POLICY STAFF, AND MAKES RECOMMENDATIONS FOR ANNUAL SALARY INCREASES TO THE FULL BOARD OF DIRECTORS. DATA CONSIDERED IN SALARY DECISIONS INCLUDES INTERNAL COMPARABILITY DATA, EXTERNAL MARKET DATA, AND ECONOMIC INDICATORS SUCH AS THE FISCAL HEALTH OF THE ORGANIZATION AND THE EMPLOYEE COST INDEX. RECOMMENDATIONS FOR SALARY INCREASES ARE THEN FORWARDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII: COMPENSATION REPORTED FOR CERTAIN BOARD DIRECTORS AND OFFICERS IS DETERMINED AND PAID BY A RELATED ORGANIZATION AND COMMON PAYMASTER, UNIVERSITY OF CHICAGO FEIN 36-2177139. THE COMPENSATION REPORTED IN PART VII PAID BY THE RELATED ORGANIZATION IS THE COMPENSATION FOR SERVICES PROVIDED TO THAT RELATED ORGANIZATION. NONE OF THE COMPENSATION PAID BY THE RELATED ORGANIZATION IS FOR SERVICES PROVIDED TO CHAPIN HALL. BOARD MEMBERS OF CHAPIN HALL DO NOT RECEIVE ANY COMPENSATION FOR PROVIDED TO CHAPIN HALL. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES AND OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,601,854. MANAGEMENT AND GENERAL EXPENSES 1,058,745. FUNDRAISING EXPENSES 9,996. TOTAL EXPENSES 2,670,595. FORM 990, PART XI, LINE 9: CHANGE IN FAIR MARKET VALUE OF INTEREST RATE SWAP 1,275. 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