Form 990 for tax year 2022
Filed by LAKE FOREST-LAKE BLUFF SENIOR CITIZENS FOUNDATION.
Totals
- Total revenue
- $256,947
- Total expenses
- $292,464
- Contributions and grants received
- $71,148
- Grants paid
- $239,420
- Program service revenue
- $0
- Investment income
- $185,799
- Other revenue
- $0
- Total assets, end of year
- $4,324,619
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $4,324,619
- Program services expenses (Part IX)
- $239,420
- Management and general expenses
- $42,682
- Fundraising expenses
- $10,362
- Program service expenses (Part III)
- $239,420
Program services were 81.9% 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.
-
1e · Government grants (contributions)
$10,000
-
1f · All other contributions, gifts and grants
$61,148
-
3 · Investment income
total $144,329 · excluded $144,329
-
7a · Gross sales of assets other than inventory
securities $539,414
-
7b · Less cost or other basis and sales expenses
securities $497,944
-
7c · Gain or loss
securities $41,470
-
7d · Net gain or loss
total $41,470 · excluded $41,470
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $239,420 · program services $239,420
-
11c · Fees: accounting
total $13,800 · management and general $13,800
-
11g · Fees: other
total $18,030 · management and general $18,030
-
13 · Office expenses
total $9,675 · management and general $9,675
-
23 · Insurance
total $1,177 · management and general $1,177
-
24a · Other expenses: FUNDRAISING EXPENSES
total $10,362 · fundraising $10,362
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $17,718 · end of year $25,393
-
2 · Savings and temporary cash investments
beginning of year $627,376 · end of year $25,079
-
11 · Investments: publicly traded securities
beginning of year $3,815,796 · end of year $4,274,147
-
27 · Net assets without donor restrictions
beginning of year $3,761,325 · end of year $3,694,607
-
28 · Net assets with donor restrictions
beginning of year $699,565 · end of year $630,012
Mission and programs · 2022
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
Activities or mission (Part I)
TO PROVIDE PARTIAL FUNDING FOR THE LAKE FOREST-LAKE BLUFF SENIOR CENTER
-
PROVIDE SUPPORT FOR SENIOR CENTER PROGRAM ACTIVITIES, CAPITAL IMPROVEMENTS, AND TRANSPORTATION PROGRAM
Expenses $146,130 · Grants $146,130
-
PROVIDE SUPPORT FOR SOCIAL SERVICE PROGRAMS FOR SENIOR CITIZENS, INCLUDING SENIOR ADVOCATE AND SOCIAL WORKER
Expenses $50,290 · Grants $50,290
-
PROVIDE SUPPORT FOR AFFORDABLE SENIOR CITIZEN HOUSING
Expenses $43,000 · Grants $43,000
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Paul LemieuxPAUL LEMIEUX
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Steve PotsicSTEVE POTSIC
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Joann DesmondJOANN DESMOND
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Cathy WaldeckCATHY WALDECK
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Jim BlandaJIM BLANDA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark DewartMARK DEWART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jerry HenryJERRY HENRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bob KarlblomBOB KARLBLOM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Howard KerrHOWARD KERR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jack MeierhoffJACK MEIERHOFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark DillonMARK DILLON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gale Strenger WayneGALE STRENGER WAYNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ellard PfaelzerELLARD PFAELZER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Donna SlaytonDONNA SLAYTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jill RosaJILL ROSA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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
-
SENIOR RESOURCES COMMISSION
$112,129
FINANCIAL SUPPORT
-
AFFORDABLE HOUSING
-
SENIOR TRANSPORTATION
$34,000
TRANSPORTATION SERVICE
-
$25,000
SOCIAL SERVICES
-
FAMILY SERVICES OF LAKE COUNTY
$23,547
SOCIAL SERVICES
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 July 2023
- IRS schema version
- 2022v5.0
- Source object
- 202301999349300645
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