Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 36-4170404 • 501(c)3 • Lake Forest, IL
Profile
To support local, national and international rotary service projects.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
71st percentile
Faster asset growth than 71% of similar nonprofits.
Revenue Growth
59th percentile
Faster revenue growth than 59% of similar nonprofits.
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
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
To support local, national and international rotary service projects.
| Description | Grants | Expenses |
|---|---|---|
| SUPPORT OF CHARITABLE ORGANIZATIONS AND ROTARY PROJECTS | $38,750 | $38,750 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LARRY KUHL | President | - | $0 | - | - |
| GAIL ANDERSON | Treasurer | - | $0 | - | - |
| BILL SUMMERS | Vice Preside | - | $0 | - | - |
| RANDY DANIEL | Secretary | - | $0 | - | - |
| JAYSON KAUS | Trustee | - | $0 | - | - |
| PETER ELMER | Trustee | - | $0 | - | - |
| ZHUMING SMITH | Trustee | - | $0 | - | - |
| THEA COLWELL | Trustee | - | $0 | - | - |
| MEGAN MORRIS | Trustee | - | $0 | - | - |
“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”
“Expenses bank fees 157 paypal fees 18 student exchange costs 128 other expenses 156 licenses & fees 15 total 474”
“Unrealized gain on investments 31,856 other increases 315”
“Accounts receivable 100 0 total 100 0”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | GAIL ANDERSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2243924110 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 168 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LAKE FOREST |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60045 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 375056 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 425200 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 52182 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 17873 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 4833 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 375156 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 425200 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 38750 |
| IRS990EZ/GrossReceiptsAmt | 0 | 61930 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 9748 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 375156 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 425200 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 375156 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 425200 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LARRY KUHL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | GAIL ANDERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BILL SUMMERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | RANDY DANIEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JAYSON KAUS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | PETER ELMER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ZHUMING SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | THEA COLWELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | MEGAN MORRIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 100 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 32171 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 474 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO SUPPORT LOCAL, NATIONAL AND INTERNATIONAL ROTARY SERVICE PROJECTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SUPPORT OF CHARITABLE ORGANIZATIONS AND ROTARY PROJECTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 38750 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 38750 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | IL |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 44057 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 38750 |
| IRS990EZ/TotalRevenueAmt | 0 | 61930 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.LFLBROTARY.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 52182 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 50452 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 23659 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 45029 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 26057 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 197379 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 9748 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 8289 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 7107 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4514 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5796 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 35454 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 12400 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 56405 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 68805 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 9748 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 8289 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 7107 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 4514 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 5796 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 35454 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.12000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.10000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.88250 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.89750 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 266184 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 52182 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 50452 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 36059 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 101434 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 26057 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 266184 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 61930 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 58741 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 43166 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 105948 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 31853 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 301638 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES BANK FEES 157 PAYPAL FEES 18 STUDENT EXCHANGE COSTS 128 OTHER EXPENSES 156 LICENSES & FEES 15 TOTAL 474 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | UNREALIZED GAIN ON INVESTMENTS 31,856 OTHER INCREASES 315 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS RECEIVABLE 100 0 TOTAL 100 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | GAIL ANDERSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8472081373 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-12-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LAKE FOREST-LAKE BLUFF ROTARY CLUB |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LAKE |
| ReturnHeader/Filer/EIN | 0 | 364170404 |
| ReturnHeader/Filer/PhoneNum | 0 | 2243924110 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 168 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LAKE FOREST |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 60045 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 463619340 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JOSEPH G ERKENSWICK CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1003 QUASSEY AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LAKE BLUFF |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 600441543 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8472081373 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-02-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOSEPH G ERKENSWICK CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2026-02-11T20:44:14-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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