RYAN LAW
311 S. Wacker Drive, Mailbox 29 | Chicago, Illinois 60606 | 872-529-5040 | www.ryanlawllp.com
Mary M. Donners, Of Counsel
Direct: 872-529-5040 Mary.donners@RyanLawLLP.com
November 14, 2016
Honorable Susana A. Mendoza City of Chicago Clerk City Hall - Room 107 121 N. LaSalle Street Chicago, Illinois 60602
Re: Notice of Property Tax Exemption Application Filling PIN: 17-05-309-094-0000
Dear Clerk Mendoza:
Please be advised that Northwestern University Settlement Association is filing an application for property tax exemption with the Illinois Department of Revenue and the Cook County Board of Review. The subject property is a public charter school (Rowe Middle School) located at 1434 W. Augusta Blvd., Chicago. A copy of the Department of Revenue application is submitted herewith. This notice is given pursuant to Section 16-130 of the Illinois Property Tax Code (35 ILCS 200/130).
Please contact me directly if you have any questions or need additional information.
Very truly yours,
Illinois Department of Revenue
DTA Y-300 Application for Non-homestead Property Tax Exemption —
County Board of Review Statement of Facts
Complaint no.: Volume no.: IDOR docket number:
County use only IDOR use only
Step 1: Identify the property
1 Cook 5 Is the applicant on Line 4 the lessee of D Yes Q No
County in which property is located the property?
2 Northwestern University Settlement Association11 write the dates the lease is in effect-
Property owner From 1 1 to- 1 /
Attach a copy of the contract or lease.
3 1434 W. Augusta Blvd.
Street address of property 6 17-05-309-094-0000
rnriry Property index number (PIN)
Chicago 11_ ol)o42 ^ Attach a copy of the property's legal description if the county
City ZIP has not assigned a number or if the property is a division.
4 Northwestern University Settlement Association01™"5'0"5 or acrea9e <* ^5 property -63 acre
Name of organization applying for the exemption (i.e., "applicant")
8 0_l/3__l/2_0.i__6_ Date of ownership
Attach a copy of proof of ownership (deed, contract for deed, title insurance policy, condemnation order and proof of payment, etc.)
Step 2: Identify any previous exemptions Or applications (Providing this information will expedite processing.)
9 Does the applicant have an Illinois sales tax exemption number? ■- ... 1^ Yes D No
If "Yes", write the exemption number.
Has a previous application been filed for this property or by this applicant? LJ3 Yes EH No
If "Yes", write the Illinois Department of Revenue docket number, if known. - -
Step 3: Identify the property's use
Identify the Illinois Compiled Statutes citation for this application. 35 ILCS 200/ 15-35 (c) Qr ILCS __/
35 ILCS 200/15-135
Is any income derived from this property? Ll Yes L3 No
If "Yes", explain in detail.
If applicable, attach
a copy of any contracts or leases.
Does a unit of local government own this property? L"H Yes H No
If "Yes", is the property located within its corporate boundaries? d Yes d No
If granting this application will reduce the property's assessed valuation by $100,000 or more, has the municipality,
school district, community college district, and fire protection district in which the property is located been notified
that this application has been filed? U0 Yes CH No
■^L Attach a copy of the notices and postal return receipts.
Describe the specific activities that take place on this property. Write the exact date each activity began and how frequently it takes place.
See attached.
Did the activities described on Line 15 begin on the same date as the effective date of the lease on Line 5 or the
date of ownership on Line 8, whichever is applicable? D Yes No
If "No", explain in detail how the property was used between the lease or ownership date and the date these activities began.
See attached.
Identify each building's use, square feet of ground area (SFGA), number of stories, and whether or not there is a basement.
Use SFGA No. of stories Basement? (Y/N)
Building 1 Public Charter School 14,280 1 □ Yes Ll No
Building 2 □ Yes □ No
Building 3 □ Yes □ No
PTAX-300 front (R-12/09)
Step 4: Attach documentation
The following documents must be attached:
» Proof of ownership (copy of the deed, contract for deed, title insurance policy, condemnation order and proof of payment, etc.)
° Picture of the property
o Notarized affidavit of use
• Copies of any contracts or leases on the property The documents listed on Lines 18 through 23 may be attached to expedite processing. Mark an "X" next to any documents that are attached.
21 J(_ Plot plan of each building's location on the property with each building and land area labeled with property index numbers and specific uses
Copy of any Illinois Department of Revenue Exemption Certificate
Other (list)
18 Audited financial statements for the most recent year
X Copy of the applicant's bylaws and complete certified
22
recorded copy of Articles of Incorporation, including purpose clause and all amendments
X Copy of the notices to the municipality, school district,
community college district, and fire protection district in which 23
the property is located and postal return receipts if granting
this application will reduce the property's assessed valuation
by $100,000 or more
Step 5: Identify the person to contact regarding this application
Owner's name (if the applicant is not the owner)
Mailbox #29
24 Mary M. Donners RYAN LAW LLP 25.
Name of applicant's representative
Mailing address
606D6
311 S. Wacker Dr,
IL
City (
Mailing address
ZIP
State
City
( 873
)
Chicago
Phone number
Phone number
529 — 5040
Step 6: Signature and notarization
State of Illinois
County of Cook
) SS.
)
Chief Operating Offi^f-r du)y sworn upon oathj say that, have read Position
lication arfa/haj,all of the information is true and correct to the best of my ^^^^^^ ^i;-f — ~ ^ ^ |^_Jtua_
I,
Name the foregoini
Dan Alexander
Affiant's signature
"Subscribed and sworn to before me this /r . day of.
AuuSbui (X - eLa AO? Notary fJt&lic
OFFICIAL SEAL JULIE A. LANE Notary Public - State of Illinois
My Commission Expires September20,2020
County official use only. Do not write in this space
Step 7: County board of review statement of facts
For assessment year 2_
1 Current assessment $_
□ Yes □
No
Is this exemption application for a leasehold interest assessed to the applicant?
If "Yes"'', write the Illinois Department of Revenue docket number for the exempt fee interest to the owner,
if known. — —
State all of the facts considered by the county board of review in recommending approval or denial of this exemption application
4 County board of review recommendation
Full year exemption
Partial year exemption from / / to / /
Partial exemption for the following described portion of the property:
Deny exemption
5 Date of board's action / /
Step 8: County board of review certification
I certify this to be a correct statement of all facts arising in connection with proceedings on this exemption application.
Signature of clerk of county board of review
Mail to: OFFICE OF LOCAL GOVERNMENT SERVICES MC 3-520 ILLINOIS DEPARTMENT OF REVENUE 101 WEST JEFFERSON STREET
SPRINGFIELD IL 62702 PTAX-300 back (R-12/09)
Addendum to Property Tax Exemption Application PIN: 17-05-309-094-0000
Step 3, # 15
The subject property is the site of Rowe Middle School, a public charter school within the Chicago Public Schools.
100% of the property is used for public education and its related activities.
The applicant, Northwestern University Settlement Association, began operating the school on the subject site in September 2015 under a lease agreement with the former owner. At the time, the school building contained 9,840 square feet of space. The school has been in operation continually since 2015.
The applicant, Northwestern University Settlement Association purchased the subject property on March 31, 2016.
In April 2016, Northwestern University Settlement Association began construction of an addition to the original school building that added approximately 4,400 square feet of space to Rowe Middle School. Construction of the addition was completed on September 1, 2016. During the construction period, classes continued to be held in the original building, except during the summer months when that building underwent renovation.
Classes began in September for the new school year. With the new addition, the school contains 14,280 square feet.
Step 3, #16
The applicant, Northwestern University Settlement Association purchased the subject property on March 31, 2015. Prior to the purchase, the applicant rented the subject property and utilized it to operate Rowe Middle School beginning September 2015. Please see the information set forth above.