Civic Intelligence

Lake Forest-Lake Bluff Senior Citizens Foundation

990 • Fiscal year 2017 • EIN 36-4188968

May 01, 2016 to Apr 30, 2017 • Filed on Aug 24, 2017

Organization ProfileWWW.CITYOFLAKEFOREST.COM/CS/SC
100 E Old Mill RoadLake Forest, IL 60045

(847) 283-8557

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

84th percentile

26%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

912%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,742,463

Up $781,490 (+26%) from 2016

Net Assets

Up

$3,742,463

Up $781,490 (+26%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin96th percentile

Revenue

Up

$769,926

Up $693,833 (+912%) from 2016

Expenses

Up

$215,533

Up $43,099 (+25%) from 2016

Net Income

Up

$554,393

Up $650,734 (+675%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$6.0M$4.0M$2.0M$0Assets 2016: $2,960,973Liabilities 2016: $0Net Assets 2016: $2,960,9732016Assets 2017: $3,742,463Liabilities 2017: $0Net Assets 2017: $3,742,4632017Assets 2018: $3,911,835Liabilities 2018: $0Net Assets 2018: $3,911,8352018Assets 2019: $4,094,117Liabilities 2019: $0Net Assets 2019: $4,094,1172019Assets 2020: $3,890,226Liabilities 2020: $0Net Assets 2020: $3,890,2262020Assets 2021: $4,915,901Liabilities 2021: $0Net Assets 2021: $4,915,9012021Assets 2022: $4,460,890Liabilities 2022: $0Net Assets 2022: $4,460,8902022Assets 2023: $4,324,619Liabilities 2023: $0Net Assets 2023: $4,324,6192023Assets 2024: $4,678,801Liabilities 2024: $0Net Assets 2024: $4,678,8012024Assets 2025: $4,988,316Liabilities 2025: $20,687Net Assets 2025: $4,967,6292025

Highlighted filing

2017

Assets$3,742,463
Liabilities$0
Net Assets$3,742,463
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500KRevenue 2016: $76,093Expenses 2016: $172,434Net Income 2016: -$96,3412016Revenue 2017: $769,926Expenses 2017: $215,533Net Income 2017: $554,3932017Revenue 2018: $308,530Expenses 2018: $229,169Net Income 2018: $79,3612018Revenue 2019: $422,087Expenses 2019: $227,597Net Income 2019: $194,4902019Revenue 2020: $309,824Expenses 2020: $250,385Net Income 2020: $59,4392020Revenue 2021: $361,972Expenses 2021: $202,529Net Income 2021: $159,4432021Revenue 2022: $486,566Expenses 2022: $265,867Net Income 2022: $220,6992022Revenue 2023: $256,947Expenses 2023: $292,464Net Income 2023: -$35,5172023Revenue 2024: $294,695Expenses 2024: $271,058Net Income 2024: $23,6372024Revenue 2025: $544,989Expenses 2025: $263,413Net Income 2025: $281,5762025

Highlighted filing

2017

Revenue$769,926
Expenses$215,533
Net Income$554,393
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Aug 24, 2017
Return Version
2016v3.0
Gross Receipts
$769,926
Mission and Program Overview

Mission

To create an awareness in Lake Forest and Lake Bluff of the interests and needs of senior citizens To support the activities and facilities of Dickinson Hall, the senior center serving Lake Forest and Lake Bluff To provide material and financial support to the Lake Forest-Lake Bluff Senior Resources Commission

To provide partial funding for the lake forest-lake bluff senior center

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,910,615$3,714,215▲ $803,600
Savings and Temporary Cash Investments$50,358$28,248▼ $22,110
Total Assets$2,960,973$3,742,463▲ $781,490
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,907,023$3,081,609▲ $174,586
Permanently Rstr Net Assets-$466,312-
Temporarily Rstr Net Assets$53,950$194,542▲ $140,592
Total Net Assets Fund Balance$2,960,973$3,742,463▲ $781,490
Total Liabilities and Net Assets / Fund Balance$2,960,973$3,742,463▲ $781,490

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016-$621,750▲ $17,986$25,000$614,736
2015$114,774--$114,774-
2014$114,774---$114,774
2013$114,774---$114,774
2012$114,774---$114,774
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Paul LemieuxPresident
Beth TeichDirector
Bob KarlblomDirector
Howard KerrDirector
Jim BauerDirector
Jim BlandaDirector
Lester HammarDirector
Marge BurdaDirector
Pat KurschnerDirector
Roger MohrDirector
Terry KiwalaDirector
Tom GrantDirector
Donna SlaytonSecretary
Mark DillonTreasurer Af
Steve PotsicVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$686,617
Program Service Revenue
$0
Investment Income
$83,309
Other Revenue
$0
All Other Contributions
$676,617
Change in Net Assets
$554,393

Audited Revenue Reconciliation

Revenue per Audited Statements
$769,926
Revenue Not Reported on Form 990
$227,097
Total Revenue per Audited Statements
$997,023
Total Revenue per Form 990
$769,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$164,988
Other Expenses$50,545
Total Fundraising Expense$15,915
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$164,988--$164,988
Fees for Services Management-$9,332$9,332$18,664
Fees for Services Other-$13,503-$13,503
Advertising--$6,583$6,583
Fees for Service Investment Mgmnt Fees-$5,982-$5,982
Office Expenses-$3,013-$3,013
Insurance-$1,900-$1,900
Fees for Services Accounting-$900-$900
Total Functional Expenses$164,988$34,630$15,915$215,533

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$215,533
Total Expenses per Audited Statements$215,533
Total Expenses per Form 990$215,533
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Senior Resources CommissionLake Forest, IL-Financial Support$70,433
Family Services of Lake CountyHighland Park, IL-Social Services$53,818
Senior TransportationLake Forest, IL-Transportation Serv$25,000
Faith in Action of Se Lake CountyHighland Park, IL-Social Services$11,850
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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

Form 990, Page 6, Part VI, Line 11B

“The financial statements and 990 are reviewed by treasurer and board prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lake Forest-lake Bluff
EIN
36-4188968
Phone
8472838557
Address
100 E OLD MILL ROAD, LAKE FOREST, IL 60045

Signing Officer

Name
Donna Slayton
Title
Secretary
Phone
8473404708
Signed
2017-08-24

Organization Details

Principal Officer
Paul Lemieux
Formed
1997
Legal Domicile
Il
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Eder Casella & Co
Address
5400 W ELM STREET SUITE 203, MCHENRY, IL 60050
Preparer
Cheryden N Juergensen
Phone
8153441300
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0106840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0131615
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01108020
IRS990ScheduleA/TotalSupportAmt01527959
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0114774
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0114774
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
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IRS990ScheduleD/NetUnrealizedGainsInvstAmt0227097
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.76000
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IRS990ScheduleD/RevenueSubtotalAmt0769926
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.24000
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IRS990ScheduleD/TotalRevenuePerForm990Amt0769926
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IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt253818
IRS990ScheduleI/RecipientTable/CashGrantAmt311850
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TRANSPORTATION SERV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SOCIAL SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SOCIAL SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SENIOR RESOURCES COMMISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SENIOR TRANSPORTATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2FAMILY SERVICES OF LAKE COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3FAITH IN ACTION OF SE LAKE COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0SENIOR RESOURCES COMMISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1SENIOR ADVOCATE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 E OLD MILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1100 E OLD MILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2777 CENNTRAL AVE STE 17
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31510 OLD DEERFIELD RD STE 205
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAKE FOREST
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LAKE FOREST
IRS990ScheduleI/RecipientTable/USAddress/CityNm2HIGHLAND PARK
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd360035
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL FUNDS ARE TURNED OVER TO THE SENIOR RESOURCE COMMISSION, AN AGENCY OF THE CITY OF LAKE FOREST, ILLINOIS. THE CITY OF LAKE FOREST ADMINISTERS AND MONITORS THE FUNDS EXCEPT FOR PAYMENTS MADE TO FAMILY SERVICES FOR THE SENIOR ADVOCATE AND THE GRANT TO FIA FOR SOCIAL SERVICES. THE SENIOR ADVOCATE IS AN EMPLOYEE OF FAMILY SERVICES OF LAKE COUNTY A 501 (C)(3) NOT-FOR-PROFIT CORPORATION. THE FOUNDATION PROVIDES A GRANT TO FS TO COVER THE SENIOR ADVOCATE'S COMPENSATION (SALARY AND ASSOCIATED COSTS). THE GRANT TO FS IS MANAGED BY THE SENIOR RESOURCES COMMISSION AND THEY AND THE SENIOR RESOURCES MANAGER (AN EMPLOYEE OF THE CITY OF LF) SUPERVISE THE SENIOR ADVOCATE. FAMILY SERVICES OF LAKE COUNTY 777 CENTRAL AVENUE, SUITE 17 HIGHLAND PARK, IL 60035 847-432-4981 HTTPS://WWW.FAMSERVICE.ORG/ FAITH IN ACTION OF SOUTHEAST LAKE COUNTY IS ALSO 501(C)(3) NOT-FOR-PROFIT CORPORATION. THE FOUNDATION MADE A GRANT TO FIA TO PROVIDE DEFINED SOCIAL SERVICES IN THE FOUNDATION'S SERVICE AREA. THE GRANT AND THE SERVICES PROVIDED ARE SUPERVISED BY THE SENIOR RESOURCES COMMISSION. FAITH IN ACTION OF SOUTHEAST LAKE COUNTY 1510 OLD DEERFIELD ROAD, SUITE 205 HIGHLAND PARK, IL 60035 847-721-8414 WWW.SELFCFIA.ORG
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINANCIAL STATEMENTS AND 990 ARE REVIEWED BY TREASURER AND BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0164988
IRS990/TotalFunctionalExpensesGrp/TotalAmt0215533
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03742463
IRS990/TotalProgramServiceExpensesAmt0164988
IRS990/TotalRevenueGrp/ExclusionAmt083309
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0769926
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02960973
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03742463
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02907023
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03081609
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0560 EVANSTON AVE
IRS990/USAddress/CityNm0LAKE BLUFF
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060044
IRS990/VotingMembersGoverningBodyCnt015
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IRS990/WebsiteAddressTxt0HTTP://WWW.CITYOFLAKEFOREST.COM/CS/SC/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA SLAYTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,742,463
Liabilities
$0
Net assets
$3,742,463
Revenue
$769,926
Expenses
$215,533
Net income
$554,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.02$4.97$0.54$0.26$0.28
2024Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.29$0.27$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.26$0.29$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.49$0.27$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.36$0.20$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.31$0.25$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.42$0.23$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.31$0.23$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.77$0.22$0.55
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.08$0.17$0.10