Schroeder Foundation

990PF • Fiscal year 2024 • EIN 36-6192962

Dec 01, 2023 to Nov 30, 2024 • Filed on Oct 15, 2025

Organization Profile

765 North Sheridan RoadLake Forest, IL 60045

(847) 234-6554

Siviq Scores

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

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

0.08x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

52%

Higher net margin than 87% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

21%

Faster asset growth than 83% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

243%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets36th percentile

Assets

$5,409,534

Up $939,817 (+21%) from 2023

Net Assets

$5,358,831

Up $951,316 (+22%) from 2023

Liabilities

Down

$50,703

Down $11,499 (-18%) from 2023

Revenue And Expenses

Liabilities / Revenue46th percentile Net Margin87th percentile

Revenue

$669,284

Up $474,344 (+243%) from 2023

Expenses

$324,552

Up $92,174 (+40%) from 2023

Net Income

$344,732

Up $382,170 (+1021%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

Highlighted filing

2024

Assets$5,409,534

Liabilities$50,703

Net Assets$5,358,831

Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2024

Revenue$669,284

Expenses$324,552

Net Income$344,732

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2023 to Nov 30, 2024
Signed: Oct 15, 2025
Return Version: 2023v6.0

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Elizabeth S Hough	President	-	$0	-	-
Charles E Schroeder	Vice President	-	$0	-	-
Charles E Schroeder Jr	Treasurer	-	$0	-	-
Timothy C Schroeder	Vice President	-	$0	-	-
Elizabeth R Schroeder	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Schroeder Foundation
EIN: 36-6192962
Phone: 8472346554
Address: 765 North Sheridan Road, Lake Forest, IL 60045

Signing Officer

Name: Elizabeth S Hough
Title: President
Signed: 2025-10-15
Discuss with paid preparer: Yes

Preparer

Firm: Dam Snell & Taveirne Ltd
Address: 1512 Artaius Pky Suite 100, Libertyville, IL 60048
Preparer: Sharon Pekar
Phone: 8473674448

Raw XML Appendix296 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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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	318000
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	344732
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	667364
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	3670
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	400 United Health Group Inc,
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	1015 Eli Lilly & Co
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2024-11-06
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IRS990PF/MethodOfAccountingAccrualInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	4	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Elizabeth S Hough
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Charles E Schroeder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Charles E Schroeder Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Timothy C Schroeder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	Elizabeth R Schroeder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	765 North Sheridan Road
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8472346554
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Charles E Schroeder
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	288000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Northwestern University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Various others
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1201 Davis Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	See attached details
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Evanston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	See attached details
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	60208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	60045
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	318000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	243600
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	243600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	23956
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	30838
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	16165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	61629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	6242
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	6242
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	208738
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	76150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	23956
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	30838
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	16165
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	61629
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	319750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	76150
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	214980
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	138830
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Other Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Tax Preparation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	170
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	3500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	51260
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Deferred Taxes
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	50703
TaxesSchedule/TaxesDetail/Amt	0	119
TaxesSchedule/TaxesDetail/Amt	1	2763
TaxesSchedule/TaxesDetail/CategoryTxt	0	Canadian Tax
TaxesSchedule/TaxesDetail/CategoryTxt	1	Net Investment Income Tax
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Elizabeth S Hough
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Schroeder Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	SCHR
ReturnHeader/Filer/EIN	0	366192962
ReturnHeader/Filer/PhoneNum	0	8472346554
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	765 North Sheridan Road
ReturnHeader/Filer/USAddress/CityNm	0	Lake Forest
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60045
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	363286666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Dam Snell & Taveirne Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1512 Artaius Pky Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Libertyville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	60048
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8473674448
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Sharon Pekar
ReturnHeader/ReturnTs	0	2025-10-15T13:36:46-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-12-01
ReturnHeader/TaxPeriodEndDt	0	2024-11-30
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,409,534
Liabilities: $50,703
Net assets: $5,358,831
Revenue: $669,284
Expenses: $324,552
Net income: $344,732

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$5.41	$0.05	$5.36	$0.67	$0.32	$0.34
2023Detailed filing. Detailed filing data is available for this year.	$4.47	$0.06	$4.41	$0.19	$0.23	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$3.86	$0.05	$3.80	$0.46	$0.23	$0.24
2021Detailed filing. Detailed filing data is available for this year.	$4.63	$0.05	$4.58	$0.36	$0.23	$0.13