Civic Intelligence

Lake Forest-Lake Bluff Senior Citizens Foundation

990 • Fiscal year 2020 • EIN 36-4188968

May 01, 2019 to Apr 30, 2020 • Filed on Sep 15, 2020

Organization Profilewww.lflbscfoundation.org
100 E Old Mill RoadLake Bluff, IL 60044

(847) 283-8557

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

15th percentile

-5.0%

Faster asset growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$3,890,226

Down $203,891 (-5.0%) from 2019

Net Assets

Down

$3,890,226

Down $203,891 (-5.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin72nd percentile

Revenue

Down

$309,824

Down $112,263 (-27%) from 2019

Expenses

Up

$250,385

Up $22,788 (+10%) from 2019

Net Income

Down

$59,439

Down $135,051 (-69%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2020

Assets$3,890,226
Liabilities$0
Net Assets$3,890,226
Open 2020 Filing

Operations Trend

Revenue Growth18th 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

2020

Revenue$309,824
Expenses$250,385
Net Income$59,439
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Sep 15, 2020
Return Version
2019v5.1
Gross Receipts
$309,824
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$3,990,103$3,864,104▼ $125,999
Savings and Temporary Cash Investments$104,014$26,122▼ $77,892
Total Assets$4,094,117$3,890,226▼ $203,891
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,393,879$3,207,053▼ $186,826
Net Assets With Donor Restrictions$700,238$683,173▼ $17,065
Total Net Assets Fund Balance$4,094,117$3,890,226▼ $203,891
Total Liabilities and Net Assets / Fund Balance$4,094,117$3,890,226▼ $203,891

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$625,079-▼ $8,080$47,418$569,581
2018$628,692-▲ $30,387$34,000$625,079
2017$614,736$2,553▲ $45,403$34,000$628,692
2016-$621,750▲ $17,986$25,000$614,736
2015$114,774--$114,774-
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Paul LemieuxPresident
Steve PotsicVice President
Beth TeichDirector
Bob KarlblomDirector
Cathy WaldeckDirector
Gale Strenger WayneDirector
Howard KerrDirector
Jack MeierhoffDirector
Jerry HenryDirector
Jim BlandaDirector
Les HammarDirector
Roger MohrDirector
Donna SlaytonSecretary
Mark DillonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$117,046
Program Service Revenue
$0
Investment Income
$192,778
Other Revenue
$0
All Other Contributions
$117,046
Change in Net Assets
$59,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$210,187
Other Expenses$40,198
Total Fundraising Expense$16,494
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$210,187--$210,187
Fees for Services Management-$7,812$7,812$15,624
Advertising--$8,682$8,682
Fees for Services Other-$7,211-$7,211
Fees for Services Accounting-$2,450-$2,450
Insurance-$1,000-$1,000
Office Expenses-$699-$699
Other Expenses-$25-$25
Total Functional Expenses$210,187$23,704$16,494$250,385
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Senior Resources CommissionLake Forest, IL--$70,000
Family Services of Lake CountyHighland Park, IL--$57,120
Senior TransportationLake Forest, IL--$47,418
Faith in Action of SE Lake CountyHighland Park, IL--$22,200
Community Partners for Affordable HousingLibertyville, IL--$10,218
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

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

Form 990, Part VI, Line 12C

“Each responsible person is required to annually complete a disclosure form identifying any circumstances in which the responsible person is involved that could contribute to a conflict of interest arising which is then communicated to the board.”

Form 990, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Lake Forest-Lake Bluff Senior Citizens Foundation
EIN
36-4188968
Phone
8472838557
Address
100 E Old Mill Road, Lake Bluff, IL 60044

Signing Officer

Name
Paul Lemieux
Title
President
Signed
2020-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Lemieux
Formed
1997
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Eder Casella & Co
Address
5400 W Elm Street Suite 203, McHenry, IL 60050
Preparer
Cheryden Juergensen
Phone
8153441300
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt059439
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0104014
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0117046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0226111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt052999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0686617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt076013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01158786
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0192778
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0195976
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0255531
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083309
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0727674
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53120
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.59680
IRS990ScheduleA/PublicSupportTotal170Amt01002132
IRS990ScheduleA/SubstantialContributorsTotAmt0156654
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0117046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0226111
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt052999
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0686617
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt076013
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01158786
IRS990ScheduleA/TotalSupportAmt01886460
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0625079
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0569581
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8080
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt047418
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0628692
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0625079
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030387
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt034000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0614736
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02553
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0628692
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt045403
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt034000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0621750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0614736
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017986
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt025000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0114774
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0114774
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.75000
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.25000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt070000
IRS990ScheduleI/RecipientTable/CashGrantAmt147418
IRS990ScheduleI/RecipientTable/CashGrantAmt257120
IRS990ScheduleI/RecipientTable/CashGrantAmt322200
IRS990ScheduleI/RecipientTable/CashGrantAmt410218
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/BusinessNameLine1Txt4Community Partners for Affordable Housing
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 E Old Mill Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1100 E Old Mill Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2777 Central Ave Ste 17
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31510 Old Deerfield Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4800 S Milwaukee Ave Ste 201
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Lake Forest
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Lake Forest
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Highland Park
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Highland Park
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Libertyville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060045
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd160045
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd260035
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd360035
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd460048
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 501c3 not-for-profit corporation. The Foundation provides a grant to FS to cover the Senior Advocates 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 Ave, Suite 17, Highland Park, IL 60035. 847-432-4981 https//www.famservice.org/ Faith in Action of Southeast Lake County is also 501c3 not-for-profit corporation. The Foundation made a grant to FIA to provide defined social services in the Foundations 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/FormAndLineReferenceDesc0Part I Line 2
IRS990ScheduleI/Total501c3OrgCnt05
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The financial statements and 990 are reviewed by treasurer and board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each responsible person is required to annually complete a disclosure form identifying any circumstances in which the responsible person is involved that could contribute to a conflict of interest arising which is then communicated to the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,890,226
Liabilities
$0
Net assets
$3,890,226
Revenue
$309,824
Expenses
$250,385
Net income
$59,439
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