Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 786,025 | 872,676 | 965,653 | 1,015,715 | 1,067,418 | 4,707,487 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | 291,738 | 350,324 | 436,295 | 464,677 | 425,196 | 1,968,230 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | 1,077,763 | 1,223,000 | 1,401,948 | 1,480,392 | 1,492,614 | 6,675,717 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | 0 | |||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 0 | |||||
| 8 | Public support (Subtract line 7c from line 6.) | 6,675,717 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 1,077,763 | 1,223,000 | 1,401,948 | 1,480,392 | 1,492,614 | 6,675,717 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 180,347 | 227,141 | 273,235 | 283,178 | 395,676 | 1,359,577 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 180,347 | 227,141 | 273,235 | 283,178 | 395,676 | 1,359,577 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | 269,193 | 353,963 | 49,265 | 212,627 | 885,048 | |
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 1,527,303 | 1,804,104 | 1,724,448 | 1,976,197 | 1,888,290 | 8,920,342 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP OF THE FORUM SHALL BE COMPOSED OF THE FOLLOWING CATEGORIES: REGULAR MEMBERS. REGULAR MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHO (I) IS EMPLOYED FULL-TIME IN THE FIELD OF ASSOCIATION MANAGEMENT; OR (II) DEVOTES A MAJORITY OF THEIR PAID WORKING TIME TO ASSOCIATION MANAGEMENT DUTIES. THERE SHALL BE TWO (2) TYPES OF REGULAR MEMBERS (COLLECTIVELY, "REGULAR MEMBERS"): CEO MEMBERS. CEO MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHO SERVES AS THE (I) CHIEF EXECUTIVE OFFICER, CHIEF ADMINISTRATIVE OFFICER OR ACCOUNT EXECUTIVE OF AN ASSOCIATION; OR (II) HEAD OF A MAJOR SECTION OR DIVISION OF AN ASSOCIATION (WHETHER EMPLOYED DIRECTLY BY THE ASSOCIATION OR AN ASSOCIATION MANAGEMENT COMPANY). ASSOCIATION PROFESSIONAL MEMBERS. ASSOCIATION PROFESSIONAL MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHO PERFORMS MANAGEMENT OR SUPERVISORY FUNCTIONS FOR AN ASSOCIATION (WHETHER EMPLOYED DIRECTLY BY THE ASSOCIATION OR AN ASSOCIATION MANAGEMENT COMPANY). NON-RESIDENT MEMBERS. NON-RESIDENT MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL RESIDING OUTSIDE OF A 100-MILE RADIUS OF THE CHICAGOLAND AREA WHO IS (I) EMPLOYED FULL-TIME IN THE FIELD OF ASSOCIATION MANAGEMENT; OR (II) DEVOTES A MAJORITY OF THEIR PAID WORKING TIME TO ASSOCIATION MANAGEMENT DUTIES. THERE SHALL BE TWO (2) TYPES OF NON-RESIDENT MEMBERS (COLLECTIVELY, "NON-RESIDENT MEMBERS"): 1.) NON-RESIDENT CEO MEMBERS. NON-RESIDENT CEO MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHO SERVES AS THE (I) CHIEF EXECUTIVE OFFICER, CHIEF ADMINISTRATIVE OFFICER OR ACCOUNT EXECUTIVE OF AN ASSOCIATION; OR (II) HEAD OF A MAJOR SECTION OR DIVISION OF AN ASSOCIATION (WHETHER EMPLOYED DIRECTLY BY THE ASSOCIATION OR AN ASSOCIATION MANAGEMENT COMPANY). 2.) NON-RESIDENT ASSOCIATION PROFESSIONAL MEMBERS. NON-RESIDENT ASSOCIATION PROFESSIONAL MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHO PERFORMS MANAGEMENT OR SUPERVISORY FUNCTIONS FOR AN ASSOCIATION (WHETHER EMPLOYED DIRECTLY BY THE ASSOCIATION OR AN ASSOCIATION MANAGEMENT COMPANY). CONSULTANT MEMBERS. CONSULTANT MEMBERSHIP IS AVAILABLE TO INDIVIDUALS WHOSE PRIMARY SERVICE TO ASSOCIATION FORUM MEMBERS INVOLVES THE SALE OF INTELLECTUAL PROPERTY OR EXPERT ADVICE TO ASSOCIATIONS OR OTHER MEMBER ORGANIZATIONS, AND WHO ARE NOT FULL-TIME ASSOCIATION EXECUTIVES. SUPPLIER PARTNER MEMBERS. SUPPLIER PARTNER MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL WHO PROVIDES PRODUCTS AND/OR SERVICES TO AN ASSOCIATION AND DOES NOT QUALIFY FOR CONSULTANT MEMBERSHIP. HONORARY MEMBERS. HONORARY MEMBERSHIP MAY BE GRANTED BY THE BOARD OF DIRECTORS TO ANY INDIVIDUAL WHO (I) HAS MADE OUTSTANDING CONTRIBUTIONS TO THE GROWTH AND ADVANCEMENT OF THE ASSOCIATION MANAGEMENT PROFESSION; (II) IS NOT OTHERWISE ELIGIBLE FOR MEMBERSHIP IN THE FORUM; AND (III) MEETS SUCH OTHER CRITERIA AS DETERMINED BY THE BOARD OF DIRECTORS FROM TIME TO TIME. LIFE MEMBERS. LIFE MEMBERSHIP MAY BE GRANTED BY THE BOARD OF DIRECTORS TO ANY INDIVIDUAL WHO (I) HAS BEEN A MEMBER OF THE FORUM FOR A MINIMUM OF FIFTEEN (15) CONSECUTIVE YEARS; (II) HAS BEEN RETIRED FROM THE ASSOCIATION MANAGEMENT PROFESSION; (III) IS NOT EMPLOYED IN ANY CAPACITY (INCLUDING AS A CONSULTANT); AND (IV) MEETS SUCH OTHER CRITERIA AS DETERMINED BY THE BOARD OF DIRECTORS FROM TIME TO TIME. STUDENT MEMBERS. STUDENT MEMBERSHIP MAY BE GRANTED TO ANY FULL-TIME STUDENT WHO IS (I) ENROLLED IN AN ACCREDITED COLLEGE OR UNIVERSITY WITH AN INTEREST IN THE ASSOCIATION MANAGEMENT PROFESSION; AND (II) NOT EMPLOYED FULL-TIME BY AN ASSOCIATION OR ASSOCIATION MANAGEMENT COMPANY. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS SHALL BE ENTITLED TO SERVE ON COMMITTEES AND TO ATTEND THE EDUCATION AND SOCIAL FUNCTIONS OF THE FORUM, BUT ONLY REGULAR AND SUPPLIER PARTNER MEMBERS (ALSO REFERRED TO HEREIN AS "VOTING MEMBERS") MAY VOTE, SERVE AS MEMBERS OF THE BOARD OF DIRECTORS OR HOLD OFFICE, EXCEPT AS OTHERWISE SET FORTH IN THESE BYLAWS. NOTWITHSTANDING THE FOREGOING, THE VOTING MEMBERS SHALL NOT HAVE THE RIGHT TO VOTE ON THE AMENDMENT OF THE FORUM'S ARTICLES OF INCORPORATION OR THE AMENDMENT OF ITS BYLAWS. EACH VOTING MEMBER SHALL HAVE ONE (1) VOTE ON MATTERS SUBMITTED TO A VOTE OF THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | AN ELECTRONIC VERSION OF THE FORM 990 IS SENT TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | PRIOR TO EACH BOARD MEETING, MEMBERS ARE ASKED IF THEY HAVE A CONFLICT OF INTEREST WITH ANY AGENDA ITEMS. IF SO, THEY ARE RECUSED FROM THAT SEGMENT OF THE MEETING. AT THE BEGINNING OF EVERY MEETING, VOLUNTEER LEADERS ARE ASKED TO DISCLOSE CONFLICTS WITH ANY AGENDA ITEM. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL PERFORMANCE AND SALARY REVIEW OF THE PRESIDENT & CEO. THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD IN RELATION TO THE PRESIDENT & CEO'S PERFORMANCE APPRAISAL, SALARY AND BENEFITS. A MAJORITY VOTE OF THE BOARD IS REQUIRED TO APPROVE THIS RECOMMENDATION. THE ASSOCIATION FORUM'S SALARY SURVEY, WHICH IS COMPILED EVERY YEAR, IS REFERRED TO WHEN EVALUATING SALARIES OF ALL STAFF, INCLUDING THE CEO AND PRESIDENT. THE PRESIDENT & CEO REVIEWS COMPARABILITY DATA AND PERFORMS ANNUAL PERFORMANCE APPRAISALS AND SALARY REVIEWS. THE BOARD APPROVES THE ANNUAL OPERATING BUDGET, WHICH INCLUDES BUDGETED SALARY INCREASES AND STAFF BONUSES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ASSOCIATION FORUM OF CHICAGOLAND'S CONFLICT OF INTEREST POLICY IS AVAILABLE ON ITS WEBSITE. FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PAC ACTIVITY -1,252. |
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