Civic Intelligence

Forest Bluff School Inc.

990 • Fiscal year 2022 • EIN 36-3188563

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 17, 2022

Organization Profilewww.forestbluffschool.org

View Organization Page

8 W ScrantonLake Bluff, IL 60044

(847) 295-8338

Siviq Scores

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

Liabilities / Assets

46th percentile

0.15x

Higher debt load relative to assets than 46% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.83x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

54th percentile

8.7%

Higher net margin than 54% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

21st percentile

$92,386

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

19th percentile

-10.0%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

15%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$12,827,552

Down $1,424,989 (-10.0%) from 2021

Net Assets

Down

$10,960,800

Down $1,718,539 (-14%) from 2021

Liabilities

Up

$1,866,752

Up $293,550 (+19%) from 2021

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin54th percentile

Revenue

Up

$2,239,725

Up $283,756 (+15%) from 2021

Expenses

Down

$2,045,429

Down $124,000 (-5.7%) from 2021

Net Income

Up

$194,296

Up $407,756 (+191%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$30M$20M$10M$0Assets 2011: $8,361,051Liabilities 2011: $1,737,310Net Assets 2011: $6,623,7412011Assets 2012: $9,210,815Liabilities 2012: $1,361,457Net Assets 2012: $7,849,3582012Assets 2014: $10,727,696Liabilities 2014: $991,355Net Assets 2014: $9,736,3412014Assets 2015: $11,024,653Liabilities 2015: $1,080,124Net Assets 2015: $9,944,5292015Assets 2016: $10,908,181Liabilities 2016: $1,045,679Net Assets 2016: $9,862,5022016Assets 2017: $11,685,546Liabilities 2017: $1,103,427Net Assets 2017: $10,582,1192017Assets 2018: $12,233,817Liabilities 2018: $1,283,001Net Assets 2018: $10,950,8162018Assets 2019: $12,484,990Liabilities 2019: $1,172,825Net Assets 2019: $11,312,1652019Assets 2021: $14,252,541Liabilities 2021: $1,573,202Net Assets 2021: $12,679,3392021Assets 2022: $12,827,552Liabilities 2022: $1,866,752Net Assets 2022: $10,960,8002022Assets 2023: $14,167,663Liabilities 2023: $2,177,827Net Assets 2023: $11,989,8362023Assets 2025: $21,423,001Liabilities 2025: $2,733,823Net Assets 2025: $18,689,1782025

Highlighted filing

2022

Assets$12,827,552
Liabilities$1,866,752
Net Assets$10,960,800
Open 2022 Filing

Operations Trend

Revenue Growth66th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,386,2982011Expenses 2012: $1,336,9422012Revenue 2014: $1,860,313Expenses 2014: $1,445,799Net Income 2014: $414,5142014Revenue 2015: $1,827,888Expenses 2015: $1,457,629Net Income 2015: $370,2592015Revenue 2016: $1,779,422Expenses 2016: $1,600,123Net Income 2016: $179,2992016Revenue 2017: $1,847,000Expenses 2017: $1,687,951Net Income 2017: $159,0492017Revenue 2018: $2,039,741Expenses 2018: $1,824,819Net Income 2018: $214,9222018Revenue 2019: $2,051,267Expenses 2019: $1,891,388Net Income 2019: $159,8792019Revenue 2021: $1,955,969Expenses 2021: $2,169,429Net Income 2021: -$213,4602021Revenue 2022: $2,239,725Expenses 2022: $2,045,429Net Income 2022: $194,2962022Revenue 2023: $2,927,209Expenses 2023: $2,303,012Net Income 2023: $624,1972023Revenue 2025: $5,088,317Expenses 2025: $2,522,176Net Income 2025: $2,566,1412025

Highlighted filing

2022

Revenue$2,239,725
Expenses$2,045,429
Net Income$194,296
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 17, 2022
Return Version
2021v4.2
Gross Receipts
$3,030,118
Mission and Program Overview

Mission

Private Montessori based elementary school

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,580,726$5,920,529▼ $1,660,197
Cash and Non-Interest-Bearing Accounts$3,415,617$3,706,458▲ $290,841
Land, Buildings, and Equipment, Net$3,200,033$3,175,637▼ $24,396
Prepaid Expenses and Deferred Charges$28,166$14,928▼ $13,238
Accounts Receivable$27,999$10,000▼ $17,999
Total Assets$14,252,541$12,827,552▼ $1,424,989
Liabilities
Deferred Revenue$1,135,986$1,389,512▲ $253,526
Other Liabilities$376,000$416,000▲ $40,000
Accounts Payable and Accrued Expenses$61,216$61,240▲ $24
Total Liabilities$1,573,202$1,866,752▲ $293,550
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,555,222$5,695,290▼ $1,859,932
Net Assets Without Donor Restrictions$5,124,117$5,265,510▲ $141,393
Total Net Assets Fund Balance$12,679,339$10,960,800▼ $1,718,539
Total Liabilities and Net Assets / Fund Balance$14,252,541$12,827,552▼ $1,424,989

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,731,980$943,244$3,675,224
Land$346,267-$346,267
Equipment$97,390$58,511$155,901

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$7,507,575-▼ $1,590,382$200,000$5,647,643
2020$5,752,055-▲ $2,072,660$255,000$7,507,575
2019$6,016,264$11,000▼ $64,886$150,000$5,752,055
2018$5,783,197$30,150▲ $364,316$100,000$6,016,264
2017$5,491,724$23,136▲ $479,273$150,000$5,783,197
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura Earls SmyczekHead of School-$86,426$5,960$92,386
Helen Lynn JessenVP Secretary Admissions DirectorFT$55,625-$55,625
Paula PreschlackPresident and Head of SchoolFT$29,873-$29,873

Board Members and Trustees

NameTitle
Mark AhernDirector
Ned JessenDirector
Paula LillardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,714
Program Service Revenue
$1,884,283
Investment Income
$322,728
Other Revenue
$0
All Other Contributions
$32,714
Change in Net Assets
$194,296
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,594,067
Other Expenses$451,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$962,033$171,351-$1,133,384
Other Employee Benefits$167,022$26,445-$193,467
Current Officers, Directors, Trustees, and Key Employees$171,924--$171,924
Payroll Taxes$82,783$12,509-$95,292
Depreciation Depletion$95,028--$95,028
Fees for Service Investment Mgmnt Fees-$69,550-$69,550
Occupancy$48,582--$48,582
Other Expenses$39,502--$39,502
Insurance$24,910--$24,910
All Other Expenses$18,430--$18,430
Advertising-$11,288-$11,288
Office Expenses-$9,960-$9,960
Fees for Services Legal$6,760--$6,760
Fees for Services Accounting-$5,662-$5,662
Fees for Services Other$4,699--$4,699
Information Technology$4,380--$4,380
Total Functional Expenses$1,738,664$306,765$0$2,045,429
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Education certificates liability$416,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Paula Lillard, Director (mother) and Paula Preschlak, President (daughter)Paula Lillard, Director (mother) and Helen (Lynn) Jessen, Director (daughter)”

Form 990 governing body review Part VI line 11

“The Form 990 is presented to the board of directors for review and discussion prior to signing and filing.”

Governing documents etc available to public Part VI line 19

“Documents available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Forest Bluff School
EIN
36-3188563
Address
8 W Scranton, Lake Bluff, IL 60044

Signing Officer

Name
Paula Preschlak
Title
President
Phone
8472958338
Signed
2022-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paula Preschlack
Formed
1982
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
1
Employees
33

Preparer

Firm
Ascent Advisers LLC
Address
5543 N Lakewood Avenue, Chicago, IL 60640
Preparer
Jennifer Herman
Phone
7733010433
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Paula Lillard, Director (mother) and Paula Preschlak, President (daughter)Paula Lillard, Director (mother) and Helen (Lynn) Jessen, Director (daughter)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is presented to the board of directors for review and discussion prior to signing and filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents available to the public upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-17
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ReturnHeader/Filer/BusinessNameControlTxt0FORE
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ReturnHeader/Filer/USAddress/CityNm0Lake Bluff
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844550829
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ascent Advisers LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05543 N Lakewood Avenue

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,827,552
Liabilities
$1,866,752
Net assets
$10,960,800
Revenue
$2,239,725
Expenses
$2,045,429
Net income
$194,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$2.73$18.7$5.09$2.52$2.57
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$2.18$12.0$2.93$2.30$0.62
2022Detailed filing. Detailed filing data is available for this year.$12.8$1.87$11.0$2.24$2.05$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$1.57$12.7$1.96$2.17$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$1.17$11.3$2.05$1.89$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$1.28$11.0$2.04$1.82$0.21
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$1.10$10.6$1.85$1.69$0.16
2016Detailed filing. Detailed filing data is available for this year.$10.9$1.05$9.86$1.78$1.60$0.18
2015Detailed filing. Detailed filing data is available for this year.$11.0$1.08$9.94$1.83$1.46$0.37
2014Detailed filing. Detailed filing data is available for this year.$10.7$0.99$9.74$1.86$1.45$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.21$1.36$7.85$1.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.36$1.74$6.62$1.39