Skip to content
Nonprofiteer
← HISTORY CENTER OF LAKE FOREST LAKE BLUFF

Form 990 for tax year 2022

Filed by HISTORY CENTER OF LAKE FOREST LAKE BLUFF.

Totals

Total revenue
$669,796
Total expenses
$563,125
Contributions and grants received
$636,409
Grants paid
$0
Program service revenue
$18,934
Investment income
$18,582
Other revenue
-$4,129
Total assets, end of year
$3,552,458
Total liabilities, end of year
$27,650
Net assets or fund balances, end of year
$3,524,808
Program services expenses (Part IX)
$403,632
Management and general expenses
$59,289
Fundraising expenses
$100,204
Program service expenses (Part III)
$403,632

Program services were 71.7% 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

    $34,826

  • 1c · Fundraising events

    $97,288

  • 1f · All other contributions, gifts and grants

    $504,295

  • 2a · Program service revenue: Program Fees

    total $18,934 · related or exempt $18,934

  • 3 · Investment income

    total $19,790 · excluded $19,790

  • 7a · Gross sales of assets other than inventory

    other assets $167,467

  • 7b · Less cost or other basis and sales expenses

    other assets $168,675

  • 7c · Gain or loss

    other assets -$1,208

  • 7d · Net gain or loss

    total -$1,208

  • 8a · Fundraising events: gross income

    $8,549

  • 8a · Fundraising events: contributions included on line 1c

    $97,288

  • 8b · Fundraising events: direct expenses

    $12,755

  • 8c · Net income from fundraising events

    total -$4,206

  • 11a · Other revenue: Miscellaneous Revenue

    total $77 · related or exempt $77

  • 11e · Other revenue, total

    $77

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $95,837 · program services $76,670 · management and general $14,375 · fundraising $4,792

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $182,793 · program services $121,380 · management and general $15,550 · fundraising $45,863

  • 8 · Pension plan contributions

    total $10,000 · program services $7,750 · management and general $1,050 · fundraising $1,200

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $21,315 · program services $15,151 · management and general $2,289 · fundraising $3,875

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $25,425 · program services $18,072 · management and general $2,731 · fundraising $4,622

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $7,998 · management and general $7,998

  • 11g · Fees: other

    total $2,200 · program services $2,200

  • 12 · Advertising and promotion

    total $777 · program services $777

  • 13 · Office expenses

    total $9,208 · program services $6,546 · management and general $989 · fundraising $1,673

  • 14 · Information technology

    total $38,635 · program services $27,462 · management and general $4,149 · fundraising $7,024

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $40,050 · program services $28,468 · management and general $4,301 · fundraising $7,281

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $45,640 · program services $32,441 · management and general $4,902 · fundraising $8,297

  • 23 · Insurance

    total $7,199 · program services $5,117 · management and general $773 · fundraising $1,309

  • 24a · Other expenses: Exhibits

    total $9,682 · program services $9,682

  • 24b · Other expenses: Education

    total $19,293 · program services $19,293

  • 24c · Other expenses: Mission Program

    total $29,791 · program services $29,791

  • 24d · Other expenses: Garden Program

    total $11,988 · fundraising $11,988

  • 24e · All other expenses

    total $5,294 · program services $2,832 · management and general $182 · fundraising $2,280

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $256,392 · end of year $116,851

  • 2 · Savings and temporary cash investments

    beginning of year $552,739 · end of year $637,039

  • 3 · Pledges and grants receivable

    beginning of year $41,060 · end of year $8,600

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,344 · end of year $4,018

  • 10a · Land, buildings and equipment: cost or other basis

    $2,248,231

  • 10b · Land, buildings and equipment: accumulated depreciation

    $223,445

  • 10c · Land, buildings and equipment, net

    beginning of year $2,060,235 · end of year $2,024,786

  • 11 · Investments: publicly traded securities

    beginning of year $545,360 · end of year $761,164

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,506 · end of year $13,277

  • 19 · Deferred revenue

    beginning of year $20,187 · end of year $14,373

  • 27 · Net assets without donor restrictions

    beginning of year $3,227,425 · end of year $3,079,228

  • 28 · Net assets with donor restrictions

    beginning of year $203,012 · end of year $445,580

Mission and programs · 2022

Mission

Preservation and promotion of community history.

  • Make local history a vital force in community life through educational programs of historical value, through the preservation and display of historical artifacts, through services as an important community resource.

    Expenses $402,855 · Revenue $18,934

  • Publication of a periodic newsletter to inform and educate the general public, and the over 800 historical society members, of its various accomplishments and to disseminate historical knowledge of the community.

    Expenses $777

As filed on the 2022 return.

Listed in Part VII

  • Carol Summerfield

    Executive Director

    Total calculated
    $93,952
    From this org
    $93,952
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kate Mursau

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sabina Ewing

    Director

    Total calculated
    $0
    Hours/week
    1

  • Shanise A Evans

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Forlow

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jim Casselberry

    Director

    Total calculated
    $0
    Hours/week
    1

  • Anne Hunting

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kristen Chun

    Director

    Total calculated
    $0
    Hours/week
    1

  • Alan Lowe

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Dick Lipton

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Lutrey

    Director

    Total calculated
    $0
    Hours/week
    1

  • Wendy Giangiorgi

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Sara Mahler

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mark Saran

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sandra Stringer

    Director

    Total calculated
    $0
    Hours/week
    1

  • Melissa Williams-Mullinbach

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rich Kosmerl

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nancy Pienkosz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Maria Westropp

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeff Arch

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kathy Dasso

    Director

    Total calculated
    $0
    Hours/week
    1

  • Madeleine Dugan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Katherine Hale

    President

    Total calculated
    $0
    Hours/week
    10

  • Tom Hunter

    Director

    Total calculated
    $0
    Hours/week
    1

  • Fred Jackson

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Walker

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kim Placentino

    Vice President

    Total calculated
    $0
    Hours/week
    2

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
2022
Filed
22 September 2023
IRS schema version
2022v5.0
Source object
202302659349300715

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.