Civic Intelligence

The Lake Forest Day Foundation

990PF • Fiscal year 2017 • EIN 26-1218533

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 28, 2017

Organization Profile
190 N Wildwood RdLake Forest, IL 60045

(847) 234-8484

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

1st percentile

-202%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

26th percentile

-4.0%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

7.3%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$943,855

Down $39,061 (-4.0%) from 2016

Net Assets

Down

$943,855

Down $39,061 (-4.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin1st percentile

Revenue

Up

$18,462

Up $1,258 (+7.3%) from 2016

Expenses

Down

$55,721

Down $511 (-0.9%) from 2016

Net Income

Up

-$37,259

Up $1,769 (+4.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2013: $1,041,874Liabilities 2013: $0Net Assets 2013: $1,041,8742013Assets 2014: $1,064,538Liabilities 2014: $0Net Assets 2014: $1,064,5382014Assets 2015: $1,021,944Liabilities 2015: $0Net Assets 2015: $1,021,9442015Assets 2016: $982,916Liabilities 2016: $0Net Assets 2016: $982,9162016Assets 2017: $943,855Liabilities 2017: $0Net Assets 2017: $943,8552017Assets 2018: $958,303Liabilities 2018: $0Net Assets 2018: $958,3032018Assets 2019: $947,821Liabilities 2019: $0Net Assets 2019: $947,8212019Assets 2020: $858,828Liabilities 2020: $0Net Assets 2020: $858,8282020Assets 2021: $991,554Liabilities 2021: $0Net Assets 2021: $991,5542021Assets 2022: $943,794Liabilities 2022: $0Net Assets 2022: $943,7942022Assets 2023: $863,680Liabilities 2023: $0Net Assets 2023: $863,6802023Assets 2024: $881,077Liabilities 2024: $0Net Assets 2024: $881,0772024Assets 2025: $879,909Liabilities 2025: $0Net Assets 2025: $879,9092025

Highlighted filing

2017

Assets$943,855
Liabilities$0
Net Assets$943,855
Open 2017 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2013: $10,7922013Revenue 2014: $34,252Expenses 2014: $6,724Net Income 2014: $27,5282014Revenue 2015: $17,898Expenses 2015: $59,718Net Income 2015: -$41,8202015Revenue 2016: $17,204Expenses 2016: $56,232Net Income 2016: -$39,0282016Revenue 2017: $18,462Expenses 2017: $55,721Net Income 2017: -$37,2592017Revenue 2018: $18,716Expenses 2018: $5,035Net Income 2018: $13,6812018Revenue 2019: $24,553Expenses 2019: $34,654Net Income 2019: -$10,1012019Revenue 2020: $20,621Expenses 2020: $108,686Net Income 2020: -$88,0652020Revenue 2021: $28,999Expenses 2021: $56,799Net Income 2021: -$27,8002021Revenue 2022: $13,411Expenses 2022: $58,777Net Income 2022: -$45,3662022Revenue 2023: $71,290Expenses 2023: $69,718Net Income 2023: $1,5722023Revenue 2024: $64,204Expenses 2024: $68,633Net Income 2024: -$4,4292024Revenue 2025: $23,118Expenses 2025: $69,370Net Income 2025: -$46,2522025

Highlighted filing

2017

Revenue$18,462
Expenses$55,721
Net Income-$37,259
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 28, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Arthur WoodPresident-$0--
John E PreschlackDirector-$0--
David NashDirector-$0--
Floyd TurnerDirector-$0--
Jim HolmesDirector-$0--
Susan BanksSecretary-$0--
Deborah SaranTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Lake Forest Day Foundation
EIN
26-1218533
Phone
8472348484
Address
190 N Wildwood Rd, Lake Forest, IL 60045

Signing Officer

Name
Deborah Saran
Title
Treasurer
Signed
2017-12-28
Discuss with paid preparer
Yes

Preparer

Firm
Ballen & Company Inc
Address
1401 N Western Ave 2, LAKE FOREST, IL 60045-1959
Preparer
Stephen Z Ballen CPA
Phone
8472950671
Raw XML Appendix271 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Arthur Wood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John E Preschlack
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David Nash
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Floyd Turner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Jim Holmes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Susan Banks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Deborah Saran
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01050 N Green Bay Road
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24190 Lake Forest Drive 1711
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To fund non-profit organizations in and around Lake Forest.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CCF DAF Gift
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 North Michigan Avenue Suite 22
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicgo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010496
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt040934
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040209
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051430
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt029713
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt040934
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01802
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Correction in Cost Basis by Northern Trust - No P&L Effect
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Annual Report Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt019
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt073
TaxesSchedule/TaxesDetail/CategoryTxt0Foundation 990 Fed Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt018
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt055
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Deborah Saran
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lake Forest Day Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0261218533
ReturnHeader/Filer/PhoneNum08472348484
ReturnHeader/Filer/USAddress/AddressLine1Txt0190 N Wildwood Rd
ReturnHeader/Filer/USAddress/CityNm0Lake Forest
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALLEN & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01401 N Western Ave 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE FOREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600451959
ReturnHeader/PreparerPersonGrp/PhoneNum08472950671
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen Z Ballen CPA
ReturnHeader/ReturnTs02017-12-28T08:24:43-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$943,855
Liabilities
$0
Net assets
$943,855
Revenue
$18,462
Expenses
$55,721
Net income
-$37,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.02$0.07$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.07$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.07$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.01$0.06$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.02$0.11$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.02$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.02$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.02$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.01$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.01