Civic Intelligence

Lake Forest-Lake Bluff Rotary Club

EIN 36-4170404 • 501(c)3 • Lake Forest, IL

Profile

To support local, national and international rotary service projects.

PO Box 168Lake Forest, IL 60045

www.lflbrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

5.4%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$425,200

Up $50,044 (+13%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$425,200

Up $50,044 (+13%) from 2024

Revenue

Up

$61,930

Up $3,189 (+5.4%) from 2024

Expenses

Up

$44,057

Up $9,307 (+27%) from 2024

Net Income

Down

$17,873

Down $6,118 (-26%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2013: $74,998Net Assets 2013: $74,9982013Assets 2015: $118,407Net Assets 2015: $118,4072015Assets 2016: $123,775Net Assets 2016: $123,7752016Assets 2017: $156,355Net Assets 2017: $156,3552017Assets 2018: $202,157Net Assets 2018: $202,1572018Assets 2019: $242,949Net Assets 2019: $242,9492019Assets 2020: $256,125Net Assets 2020: $256,1252020Assets 2021: $303,045Net Assets 2021: $303,0452021Assets 2022: $310,207Net Assets 2022: $310,2072022Assets 2023: $319,111Net Assets 2023: $319,1112023Assets 2024: $375,156Net Assets 2024: $375,1562024Assets 2025: $425,200Net Assets 2025: $425,2002025

Highlighted filing

2025

Assets$425,200
Liabilities-
Net Assets$425,200

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $9,730Expenses 2013: $3,910Net Income 2013: $5,8202013Revenue 2015: $59,077Expenses 2015: $25,940Net Income 2015: $33,1372015Revenue 2016: $32,226Expenses 2016: $26,332Net Income 2016: $5,8942016Revenue 2017: $47,313Expenses 2017: $22,118Net Income 2017: $25,1952017Revenue 2018: $76,038Expenses 2018: $33,378Net Income 2018: $42,6602018Revenue 2019: $74,381Expenses 2019: $38,670Net Income 2019: $35,7112019Revenue 2020: $63,164Expenses 2020: $42,724Net Income 2020: $20,4402020Revenue 2021: $31,853Expenses 2021: $31,928Net Income 2021: -$752021Revenue 2022: $86,506Expenses 2022: $36,943Net Income 2022: $49,5632022Revenue 2023: $43,166Expenses 2023: $54,445Net Income 2023: -$11,2792023Revenue 2024: $58,741Expenses 2024: $34,750Net Income 2024: $23,9912024Revenue 2025: $61,930Expenses 2025: $44,057Net Income 2025: $17,8732025

Highlighted filing

2025

Revenue$61,930
Expenses$44,057
Net Income$17,873

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 15, 2025
Return Version
2024v5.0
Gross Receipts
$61,930
Mission and Program Overview

Mission

To support local, national and international rotary service projects.

Program Services

DescriptionGrantsExpenses
SUPPORT OF CHARITABLE ORGANIZATIONS AND ROTARY PROJECTS$38,750$38,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY KUHLPresident-$0--
GAIL ANDERSONTreasurer-$0--
BILL SUMMERSVice Preside-$0--
RANDY DANIELSecretary-$0--
JAYSON KAUSTrustee-$0--
PETER ELMERTrustee-$0--
ZHUMING SMITHTrustee-$0--
THEA COLWELLTrustee-$0--
MEGAN MORRISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lake Forest-lake Bluff Rotary Club
EIN
36-4170404
Phone
2243924110
Address
PO BOX 168, LAKE FOREST, IL 60045

Signing Officer

Name
Gail Anderson
Title
Treasurer
Phone
8472081373
Signed
2025-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Joseph G Erkenswick CPA
Address
1003 QUASSEY AVE, LAKE BLUFF, IL 60044-1543
Preparer
Joseph G Erkenswick CPA
Phone
8472081373
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: general use name: rotary international foundation address: 1560 sherman avenue evanston, il 60201 cash contribution: 7,350 class of activity: general use name: fill a heart for kids address: 1 market square lake forest, il 60045 cash contribution: 8,850

Form 990-ez, Part I, Line 16

Expenses bank fees 157 paypal fees 18 student exchange costs 128 other expenses 156 licenses & fees 15 total 474

Form 990-ez, Part I, Line 20

Unrealized gain on investments 31,856 other increases 315

Form 990-ez, Part II, Line 24

Accounts receivable 100 0 total 100 0

Raw XML Appendix176 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt032171
IRS990EZ/OtherExpensesTotalAmt0474
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT LOCAL, NATIONAL AND INTERNATIONAL ROTARY SERVICE PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF CHARITABLE ORGANIZATIONS AND ROTARY PROJECTS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: GENERAL USE NAME: ROTARY INTERNATIONAL FOUNDATION ADDRESS: 1560 SHERMAN AVENUE EVANSTON, IL 60201 CASH CONTRIBUTION: 7,350 CLASS OF ACTIVITY: GENERAL USE NAME: FILL A HEART FOR KIDS ADDRESS: 1 MARKET SQUARE LAKE FOREST, IL 60045 CASH CONTRIBUTION: 8,850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 157 PAYPAL FEES 18 STUDENT EXCHANGE COSTS 128 OTHER EXPENSES 156 LICENSES & FEES 15 TOTAL 474
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENTS 31,856 OTHER INCREASES 315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 100 0 TOTAL 100 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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