Civic Intelligence

Lake Forest High School Foundation

990EZ • Fiscal year 2018 • EIN 30-0120899

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 31, 2018

1285 North Mckinley RoadLake Forest, IL 60045

(847) 234-3600

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-53%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

7.6%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$304,878

Down $89,810 (-23%) from 2017

Net Assets

Down

$304,878

Down $89,810 (-23%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$170,992

Up $12,018 (+7.6%) from 2017

Expenses

Up

$260,802

Up $125,382 (+93%) from 2017

Net Income

Down

-$89,810

Down $113,364 (-481%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $315,548Liabilities 2015: $0Net Assets 2015: $315,5482015Assets 2016: $371,134Liabilities 2016: $0Net Assets 2016: $371,1342016Assets 2017: $394,688Liabilities 2017: $0Net Assets 2017: $394,6882017Assets 2018: $304,878Liabilities 2018: $0Net Assets 2018: $304,8782018Assets 2019: $396,010Liabilities 2019: $0Net Assets 2019: $396,0102019Assets 2020: $336,715Liabilities 2020: $0Net Assets 2020: $336,7152020Assets 2021: $295,356Liabilities 2021: $0Net Assets 2021: $295,3562021Assets 2022: $291,114Liabilities 2022: $0Net Assets 2022: $291,1142022Assets 2023: $303,618Liabilities 2023: $0Net Assets 2023: $303,6182023Assets 2024: $413,186Liabilities 2024: $0Net Assets 2024: $413,1862024Assets 2025: $359,469Liabilities 2025: $0Net Assets 2025: $359,4692025

Highlighted filing

2018

Assets$304,878
Liabilities$0
Net Assets$304,878

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $205,740Expenses 2015: $181,307Net Income 2015: $24,4332015Revenue 2016: $189,845Expenses 2016: $134,259Net Income 2016: $55,5862016Revenue 2017: $158,974Expenses 2017: $135,420Net Income 2017: $23,5542017Revenue 2018: $170,992Expenses 2018: $260,802Net Income 2018: -$89,8102018Revenue 2019: $209,441Expenses 2019: $118,309Net Income 2019: $91,1322019Revenue 2020: $144,071Expenses 2020: $203,366Net Income 2020: -$59,2952020Revenue 2021: $151,633Expenses 2021: $192,992Net Income 2021: -$41,3592021Revenue 2022: $210,511Expenses 2022: $214,753Net Income 2022: -$4,2422022Revenue 2023: $172,567Expenses 2023: $160,063Net Income 2023: $12,5042023Revenue 2024: $174,270Expenses 2024: $64,702Net Income 2024: $109,5682024Revenue 2025: $146,067Expenses 2025: $199,784Net Income 2025: -$53,7172025

Highlighted filing

2018

Revenue$170,992
Expenses$260,802
Net Income-$89,810
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$191,470
Mission and Program Overview

Mission

To expand each lake forest high school student's opportunity to receive a quality education.

Program Services

DescriptionGrantsExpenses
TO ACQUIRE AND DISTRIBUTE RESOURCES TO LAKE FOREST HIGH SCHOOL DISTRICT 115 TO ENHANCE, ENRICH, AND SUPPLEMENT LEARNING OPPORTUNITIES FOR ITS STUDENTS, STAFF, AND COMMUNITY.$246,060$246,060
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY BECKSpecial Events-$0--
LISA WATTERSTreasurer-$0--
BETH CLEMMESONVice Chair - Marketing-$0--
COLETTE MENDELSONVice Chair - Development-$0--
JENNY ZINSERVice Chair - Grants-$0--
WHITNEY KELLERVice Chair - Nominating-$0--
SIMONE ASMUSSENTrustee-$0--
ANNIE ATZEFFTrustee-$0--
SUSAN CARLSONTrustee-$0--
ALYSON DUERINGERTrustee-$0--
MICHELLE GLYMANTrustee-$0--
MICHELLE GRAMZATrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$89,374$87,599$11,682$75,917
Pitch Night$12,000$10,500$1,201$9,299
Total Events$101,374$98,099$20,478$77,621
Filing and Contact Details

Filer

Filer Name
Lake Forest High School Foundation
EIN
30-0120899
Phone
8472343600
Address
1285 NORTH MCKINLEY ROAD, LAKE FOREST, IL 60045

Signing Officer

Name
Lisa Watters
Title
Treasurer
Phone
8472343600
Signed
2018-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Pasquesi Sheppard LLC
Address
585 BANK LANE, LAKE FOREST, IL 60045
Preparer
DENNIS P O'BRIEN
Phone
8472345000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1,136.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grants awarded. Grantee name: lake forest high school. Grantee address: 1285 n. Mckinley rd. Lake forest, il 60045. Property description: cash. Amount given: 246,060.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: professional fees. Amount: 6,958. Description: postage and delivery. Amount: 710. Description: credit card processing. Amount: 2,357. Description: website. Amount: 741. Description: advertising. Amount: 112. Description: licenses and permits. Amount: 154. Description: office expense. Amount: 1,470. Total to form 990-ez, line 16: 12,502.

Raw XML Appendix231 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LISA WATTERS
IRS990EZ/BooksInCareOfDetail/PhoneNum08472343600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01285 MCKINLEY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE FOREST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY BECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA WATTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETH CLEMMESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COLETTE MENDELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNY ZINSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WHITNEY KELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SIMONE ASMUSSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANNIE ATZEFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SUSAN CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ALYSON DUERINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MICHELLE GLYMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MICHELLE GRAMZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE CHAIR - MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE CHAIR - DEVELOPMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE CHAIR - GRANTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE CHAIR - NOMINATING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012502
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO EXPAND EACH LAKE FOREST HIGH SCHOOL STUDENT'S OPPORTUNITY TO RECEIVE A QUALITY EDUCATION.
IRS990EZ/PrintingPublicationsPostageAmt02240
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ACQUIRE AND DISTRIBUTE RESOURCES TO LAKE FOREST HIGH SCHOOL DISTRICT 115 TO ENHANCE, ENRICH, AND SUPPLEMENT LEARNING OPPORTUNITIES FOR ITS STUDENTS, STAFF, AND COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0246060
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0246060
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt077621
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt0170992
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990EZ/WebsiteAddressTxt0LFHSFOUNDATION.ORG
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IRS990ScheduleA/PublicSupportPY170Pct00.81650
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IRS990ScheduleA/TotalSupportAmt0500112
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt01500
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LUNCHEON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PITCH NIGHT
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0226
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt089374
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012000
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt087599
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt098099
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt077621
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,136.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GRANTS AWARDED. GRANTEE NAME: LAKE FOREST HIGH SCHOOL. GRANTEE ADDRESS: 1285 N. MCKINLEY RD. LAKE FOREST, IL 60045. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 246,060.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 6,958. DESCRIPTION: POSTAGE AND DELIVERY. AMOUNT: 710. DESCRIPTION: CREDIT CARD PROCESSING. AMOUNT: 2,357. DESCRIPTION: WEBSITE. AMOUNT: 741. DESCRIPTION: ADVERTISING. AMOUNT: 112. DESCRIPTION: LICENSES AND PERMITS. AMOUNT: 154. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,470. TOTAL TO FORM 990-EZ, LINE 16: 12,502.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA WATTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08472343600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE FOREST HIGH SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0300120899
ReturnHeader/Filer/PhoneNum08472343600
ReturnHeader/Filer/USAddress/AddressLine1Txt01285 NORTH MCKINLEY ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060045
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08F57596CB2A9BDF62353542E8EA3019A607E5381
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057A90383E56CB32D1F75F13171BFB6255A87E615
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.224.107.130
ReturnHeader/FilingSecurityInformation/IPDt02018-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:24:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364049282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PASQUESI SHEPPARD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0585 BANK LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE FOREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060045
ReturnHeader/PreparerPersonGrp/PhoneNum08472345000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS P O'BRIEN
ReturnHeader/ReturnTs02018-10-31T15:24:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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