Form 990 for tax year 2023
Filed by LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION.
Totals
- Total revenue
- $163,905
- Total expenses
- $133,005
- Contributions and grants received
- $147,857
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $71
- Other revenue
- $15,977
- Total assets, end of year
- $275,495
- Total liabilities, end of year
- -$2,771
- Net assets or fund balances, end of year
- $278,266
- Program services expenses (Part IX)
- $123,517
- Management and general expenses
- $9,488
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $123,517
Program services were 92.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$60,568
-
1c · Fundraising events
$14,791
-
1f · All other contributions, gifts and grants
$72,498
-
3 · Investment income
total $71 · related or exempt $71
-
8a · Fundraising events: contributions included on line 1c
$14,791
-
11a · Other revenue: PUBLICATION REVENUE
total $15,977 · related or exempt $15,977
-
11e · Other revenue, total
$15,977
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $71,563 · program services $64,407 · management and general $7,156
-
10 · Payroll taxes
total $5,584 · program services $5,026 · management and general $558
-
11c · Fees: accounting
total $1,936 · program services $1,742 · management and general $194
-
16 · Occupancy
total $13,196 · program services $11,876 · management and general $1,320
-
23 · Insurance
total $2,598 · program services $2,338 · management and general $260
-
24a · Other expenses: Filing Fees
total $128 · program services $128
-
24b · Other expenses: Office Expense
total $5,634 · program services $5,634
-
24c · Other expenses: Telephone & Internet
total $1,665 · program services $1,665
-
24d · Other expenses: Website
total $1,483 · program services $1,483
-
24e · All other expenses
total $29,218 · program services $29,218
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $179,259 · end of year $211,230
-
2 · Savings and temporary cash investments
beginning of year $65,309 · end of year $64,265
-
25 · Other liabilities
beginning of year -$2,798 · end of year -$2,771
-
27 · Net assets without donor restrictions
beginning of year $247,366 · end of year $278,266
Mission and programs · 2023
Mission
The Lake Forest Preservation Foundation is dedicated to the preservation of the historic visual character of Lake Forest, Illinois through education, advocacy and funding activities.
-
Encouragement of historic preservation through house and historic district tours, awarding of preservation plaques, assisting with the raising of funds to help pay for the restoration and renovation of local structures and printing and distributing a Guidebook, holding informational meetings, and other related projects.
Expenses $123,517
As filed on the 2023 return.
Listed in Part VII
-
Henry KleemanHENRY KLEEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Karla SchwartzKARLA SCHWARTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Pauline MohrPAULINE MOHR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Peter OMalley
Director
- Total calculated
- $0
- Hours/week
- 0
-
Steve BedrinSTEVE BEDRIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Ray BuscmannRAY BUSCMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
John DiefenbachJOHN DIEFENBACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Arthur MilleARTHUR MILLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
James ShearronJAMES SHEARRON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Marcy KerrMARCY KERR
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Nadine ShepardNADINE SHEPARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Shirley PaddockSHIRLEY PADDOCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Linda ShieldLINDA SHIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Laura Luce
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Gina Zisook
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Craig Fox
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
John Julian
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Jason Smith
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Perry Georgopoulos
Director
- Total calculated
- $0
- Hours/week
- 0
-
Jan GibsonJAN GIBSON
VP DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 0
-
Michelle Curry
SECRETARY
- Total calculated
- $0
- Hours/week
- 0
-
SUSAN Athenson
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
-
Tom GleasonTOM GLEASON
VP PROGRAMS
- Total calculated
- $0
- Hours/week
- 0
-
Patti Poth
Treasurer
- Total calculated
- $0
- Hours/week
- 0
-
Tim Knight
VP COMMUNICATION
- Total calculated
- $0
- Hours/week
- 0
-
Jim Opsitnik
VP PROGRAMS
- Total calculated
- $0
- Hours/week
- 0
-
Trey Gonzales
VP DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 0
-
Brian Norton
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422749349301412
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