Liabilities / Assets
44th percentile
Higher debt load relative to assets than 44% of similar nonprofits.
EIN 36-3188563 • 501(c)3 • Lake Bluff, IL
Profile
Private montessori based elementary school.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
44th percentile
Higher debt load relative to assets than 44% of similar nonprofits.
Liabilities / Revenue
70th percentile
Higher debt load relative to revenue than 70% of similar nonprofits.
Net Margin
89th percentile
Higher net margin than 89% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
83rd percentile
Faster asset growth than 83% of similar nonprofits.
Revenue Growth
80th percentile
Faster revenue growth than 80% of similar nonprofits.
Assets
Up$21,423,001
Up $7,255,338 (+51%) from 2023
Liabilities
Up$2,733,823
Up $555,996 (+26%) from 2023
Net Assets
Up$18,689,178
Up $6,699,342 (+56%) from 2023
Revenue
Up$5,088,317
Up $2,161,108 (+74%) from 2023
Expenses
Up$2,522,176
Up $219,164 (+9.5%) from 2023
Net Income
Up$2,566,141
Up $1,941,944 (+311%) from 2023
Most recent year
2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
Private Montessori based elementary school
The school is a private, Montessori based elementary school
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $12,502,845 | $16,206,684 | ▲ $3,703,839 |
| Land, Buildings, and Equipment, Net | $3,008,450 | $2,933,990 | ▼ $74,460 |
| Cash and Non-Interest-Bearing Accounts | $2,042,980 | $2,252,885 | ▲ $209,905 |
| Prepaid Expenses and Deferred Charges | $21,792 | $25,442 | ▲ $3,650 |
| Accounts Receivable | $10,485 | $4,000 | ▼ $6,485 |
| Total Assets | $17,586,552 | $21,423,001 | ▲ $3,836,449 |
| Liabilities | |||
| Deferred Revenue | $1,857,395 | $2,235,362 | ▲ $377,967 |
| Other Liabilities | $420,000 | $418,000 | ▼ $2,000 |
| Accounts Payable and Accrued Expenses | $92,284 | $80,461 | ▼ $11,823 |
| Total Liabilities | $2,369,679 | $2,733,823 | ▲ $364,144 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $7,546,470 | $10,333,264 | ▲ $2,786,794 |
| Net Assets Without Donor Restrictions | $7,670,403 | $8,355,914 | ▲ $685,511 |
| Total Net Assets Fund Balance | $15,216,873 | $18,689,178 | ▲ $3,472,305 |
| Total Liabilities and Net Assets / Fund Balance | $17,586,552 | $21,423,001 | ▲ $3,836,449 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $2,525,613 | $1,205,194 | $3,730,807 |
| Land | $346,267 | - | $346,267 |
| Equipment | $62,110 | $93,790 | $155,900 |
| Other Land Buildings | $0 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2024 | $7,546,470 | $1,969,952 | ▲ $935,831 | $100,000 | $10,333,265 |
| 2023 | $6,650,629 | - | ▲ $1,086,672 | $100,000 | $7,546,470 |
| 2022 | $5,647,643 | - | ▲ $1,057,329 | - | $6,650,629 |
| 2021 | $7,507,575 | - | ▼ $1,590,382 | $200,000 | $5,647,643 |
| 2020 | $5,752,055 | - | ▲ $2,072,660 | $255,000 | $7,507,575 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Helen Lynn Jessen | President | FT | $60,000 | $60,000 |
| Margaret Jessen Kelley | Vice president | PT | $36,520 | $36,520 |
| Name | Title |
|---|---|
| Mark Ahern | Director |
| Ned Jessen | Director |
| Paula Lillard | Secretary |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 1 | $1,969,952 | Fair market value |
| Total Noncash Contributions | 1 | $1,969,952 | - |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $1,965,933 |
| Other Expenses | $556,243 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $1,120,291 | $337,974 | - | $1,458,265 |
| Other Employee Benefits | $275,621 | $23,991 | - | $299,612 |
| Payroll Taxes | $87,291 | $24,245 | - | $111,536 |
| Depreciation Depletion | $100,139 | - | - | $100,139 |
| Current Officers, Directors, Trustees, and Key Employees | $96,520 | - | - | $96,520 |
| Occupancy | $86,794 | - | - | $86,794 |
| Conferences and Meetings | $42,396 | - | - | $42,396 |
| Fees for Service Investment Mgmnt Fees | - | $31,363 | - | $31,363 |
| Insurance | $28,771 | - | - | $28,771 |
| Office Expenses | $14,793 | - | - | $14,793 |
| Other Expenses | $14,095 | - | - | $14,095 |
| Advertising | - | $11,250 | - | $11,250 |
| Fees for Services Accounting | - | $6,020 | - | $6,020 |
| Fees for Services Other | - | $5,635 | - | $5,635 |
| Fees for Services Legal | $4,890 | - | - | $4,890 |
| Total Functional Expenses | $2,081,698 | $440,478 | $0 | $2,522,176 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Education certificates liability | $418,000 |
“Paula Lillard, Director - mother of Helen (Lynn) Jessen, Director, and grandmother of Margaret Jessen Kelly, Director Helen (Lynn) Jessen, Director - mother of Margaret Jessen Kelly, Director, and wife of Ned Jessen, Director Ned Jessen, Director - father of Margaret Jessen Kelly, Director”
“The Form 990 is presented to the board of directors for review and discussion prior to signing and filing.”
“The school provides its governing documents and financial statements available to the public upon request.”
“Support school programming and operations”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 92284 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 80461 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 10485 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 4000 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | The school is a private, Montessori based elementary school |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 11250 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 11250 |
| IRS990/AllOtherContributionsAmt | 0 | 1992447 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | The Organization |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8472958338 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8 W Scranton |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Lake Bluff |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60044 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 2042980 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 2252885 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 96520 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 96520 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 42396 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 42396 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 1992447 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 656157 |
| IRS990/CYOtherExpensesAmt | 0 | 556243 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 2439713 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 2566141 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 1965933 |
| IRS990/CYTotalExpensesAmt | 0 | 2522176 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 5088317 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 1857395 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 2235362 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 100139 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 100139 |
| IRS990/Desc | 0 | Forest Bluff School is a private, Montessori based, school servicing Lake Forest/Lake Bluff, Illinois communities. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 7546470 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 10333264 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 35 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 2081698 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 6020 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 6020 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 4890 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 4890 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 5635 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 5635 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 31363 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 31363 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 20.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 20.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Helen Lynn Jessen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Margaret Jessen Kelley |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Mark Ahern |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Ned Jessen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Paula Lillard |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 60000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 36520 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Vice president |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Secretary |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1982 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 291046 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1853481 |
| IRS990/GrossReceiptsAmt | 0 | 6650752 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 1 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 28771 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 28771 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 365111 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 365111 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 12502845 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 16206684 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 1298984 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 3008450 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 2933990 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 4232974 |
| IRS990/LegalDomicileStateCd | 0 | IL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 1562435 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | Private Montessori based elementary school |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 15216873 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 18689178 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 291046 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 291046 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 906164 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 7670403 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 8355914 |
| IRS990/NoncashContributionsAmt | 0 | 1969952 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 86794 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 86794 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 14793 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 14793 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 23991 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 275621 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 299612 |
| IRS990/OtherExpensesGrp/Desc | 0 | Academic program expens |
| IRS990/OtherExpensesGrp/Desc | 1 | Repairs and maintenance |
| IRS990/OtherExpensesGrp/Desc | 2 | Tuition discounts |
| IRS990/OtherExpensesGrp/Desc | 3 | Other program costs |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 96439 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 80483 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 33175 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 14095 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 96439 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 80483 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 33175 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 14095 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 420000 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 418000 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 337974 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 1120291 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 1458265 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 24245 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 87291 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 111536 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 21792 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 25442 |
| IRS990/PrincipalOfficerNm | 0 | Helen Lynn Jessen |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 611710 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Tuition and fees |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2439713 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2439713 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 2161297 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 21242 |
| IRS990/PYInvestmentIncomeAmt | 0 | 2080125 |
| IRS990/PYOtherExpensesAmt | 0 | 551140 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 2333078 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 4123210 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 1878908 |
| IRS990/PYTotalExpensesAmt | 0 | 2451290 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 6574500 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 2566141 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 2439713 |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 2525613 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 1205194 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 3730807 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 18988 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 7546470 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 1969952 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 10333265 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 935831 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 100000 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 69589 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 6650629 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 7546470 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 21242 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1086672 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 100000 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 54343 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5647643 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 6650629 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1057329 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 69550 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 7507575 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 5647643 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -1590382 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 200000 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 62140 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5752055 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 7507575 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 2072660 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 255000 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 62110 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 93790 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 155900 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 346267 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 346267 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 0 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 418000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Education certificates liability |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | Support school programming and operations |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part V, Line 4: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 2933990 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 418000 |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | 1 |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | 0 |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | 1 |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | 0 |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | 1 |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | 1 |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | 1 |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 0 | Racial nondiscriminatory policy is included with admission packets to families applying to the school. |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 1 | The school does not formally request racial information from students applying. |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Schedule E, Part I, Line 3 |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Schedule E, Part I, Line 4 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990ScheduleM/AnyPropertyThatMustBeHeldInd | 0 | 0 |
| IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd | 0 | 0 |
| IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt | 0 | 1 |
| IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt | 0 | Fair market value |
| IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd | 0 | X |
| IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt | 0 | 1969952 |
| IRS990ScheduleM/ThirdPartiesUsedInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Paula Lillard, Director - mother of Helen (Lynn) Jessen, Director, and grandmother of Margaret Jessen Kelly, Director Helen (Lynn) Jessen, Director - mother of Margaret Jessen Kelly, Director, and wife of Ned Jessen, Director Ned Jessen, Director - father of Margaret Jessen Kelly, Director |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The Form 990 is presented to the board of directors for review and discussion prior to signing and filing. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The school provides its governing documents and financial statements available to the public upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section C, line 19 |
| IRS990/SchoolOperatingInd | 0 | 1 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 17586552 |
| IRS990/TotalAssetsEOYAmt | 0 | 21423001 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 17586552 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 21423001 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 1992447 |
| IRS990/TotalEmployeeCnt | 0 | 35 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 440478 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 2081698 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 2522176 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 2369679 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 2733823 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 2369679 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 2733823 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 15216873 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 18689178 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 2081698 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 2439713 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 96520 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 656157 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2439713 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 5088317 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 17586552 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 21423001 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 8 W Scranton |
| IRS990/USAddress/CityNm | 0 | Lake Bluff |
| IRS990/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/USAddress/ZIPCd | 0 | 60044 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 3 |
| IRS990/VotingMembersIndependentCnt | 0 | 1 |
| IRS990/WebsiteAddressTxt | 0 | www.forestbluffschool.org |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Helen Lynn Jessen |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Head of School |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8472958338 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Forest Bluff School |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FORE |
| ReturnHeader/Filer/EIN | 0 | 363188563 |
| ReturnHeader/Filer/PhoneNum | 0 | 8472958338 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 8 W Scranton |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Lake Bluff |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 60044 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
No mirrored PDF or thumbnail assets are attached yet.
Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $10M-$25M nonprofits
East Lansing, MI
View Organization501(c)3
Revenue vs current organization
320% higherAssets vs current organization
74% lowerWayne, PA
View Organization501(c)3
Revenue vs current organization
20% lowerAssets vs current organization
About the sameAfton, MN
View Organization501(c)3
Revenue vs current organization
13% lowerAssets vs current organization
About the sameSeattle, WA
View Organization501(c)3
Revenue vs current organization
42% higherAssets vs current organization
About the same