Form 990 for tax year 2025
Filed by LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION.
Totals
- Total revenue
- $193,817
- Total expenses
- $192,566
- Contributions and grants received
- $178,270
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $2,851
- Other revenue
- $12,696
- Total assets, end of year
- $266,846
- Total liabilities, end of year
- $18,207
- Net assets or fund balances, end of year
- $248,639
- Program services expenses (Part IX)
- $178,905
- Management and general expenses
- $13,661
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $178,905
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
$75,513
-
1c · Fundraising events
$20,464
-
1f · All other contributions, gifts and grants
$82,293
-
3 · Investment income
total $2,851 · unrelated business $2,851
-
8a · Fundraising events: contributions included on line 1c
$20,464
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: PUBLICATION REVENUE
total $1,715 · related or exempt $1,715
-
11b · Other revenue: MISC
total $10 · related or exempt $10
-
11d · All other revenue
total $10,971 · related or exempt $10,971
-
11e · Other revenue, total
$12,696
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $101,368 · program services $91,231 · management and general $10,137
-
10 · Payroll taxes
total $8,019 · program services $7,217 · management and general $802
-
11c · Fees: accounting
total $4,733 · program services $4,260 · management and general $473
-
11g · Fees: other
total $7,490 · program services $7,490
-
16 · Occupancy
total $14,371 · program services $12,934 · management and general $1,437
-
23 · Insurance
total $2,712 · program services $2,441 · management and general $271
-
24a · Other expenses: FILING FEES
total $42 · program services $42
-
24b · Other expenses: OFFICE EXPENSE
total $5,411 · program services $4,870 · management and general $541
-
24c · Other expenses: TELEPHONE & INTERNET
total $1,920 · program services $1,920
-
24d · Other expenses: WEBSITE
total $7,271 · program services $7,271
-
24e · All other expenses
total $39,229 · program services $39,229
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $183,454 · end of year $90,215
-
2 · Savings and temporary cash investments
beginning of year $69,818 · end of year $176,631
-
17 · Accounts payable and accrued expenses
beginning of year -$225
-
25 · Other liabilities
beginning of year $6,105 · end of year $18,207
-
27 · Net assets without donor restrictions
beginning of year $247,392 · end of year $248,639
Mission and programs · 2025
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 $178,905
As filed on the 2025 return.
Listed in Part VII
-
GINA Zisook
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Jim OpsitnikJIM OPSITNIK
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
-
TIM Knight
TREASURER
- Total calculated
- $0
- Hours/week
- 0
-
BRIAN Norton
SECRETARY
- Total calculated
- $0
- Hours/week
- 0
-
PATTI Poth
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Steve BedrinSTEVE BEDRIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Ray BuschmannRAY BUSCHMANN
VP ADVOCACY
- Total calculated
- $0
- Hours/week
- 0
-
Henry KleemanHENRY KLEEMAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
-
Karla SchwartzKARLA SCHWARTZ
VP COMMUNICATIONS
- Total calculated
- $0
- Hours/week
- 0
-
Pauline MohrPAULINE MOHR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Nadine ShepardNADINE SHEPARD
VP PROGRAMS
- Total calculated
- $0
- Hours/week
- 0
-
Linda ShieldsLINDA SHIELDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Arthur MillerARTHUR MILLER
VP COMMUNICATIONS
- Total calculated
- $0
- Hours/week
- 0
-
James ShearronJAMES SHEARRON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Jan GibsonJAN GIBSON
VP DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 0
-
Tom GleasonTOM GLEASON
VP PROGRAMS
- Total calculated
- $0
- Hours/week
- 0
-
Max LynchMAX LYNCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Jennifer KarrasJENNIFER KARRAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Susannah SullivanSUSANNAH SULLIVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Kelsey KleinertKELSEY KLEINERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Jennifer McGregorJENNIFER MCGREGOR
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Susan BanksSUSAN BANKS
OFFICE ASSISTANT
- Total calculated
- $0
- Hours/week
- 0
-
R Nicholas LoopeR NICHOLAS LOOPE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Ann PhillipsANN PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Nadine ShepardNADINE SHEPARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Lynne KennedyLYNNE KENNEDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Robin NorkusROBIN NORKUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Susan AthensonSUSAN ATHENSON
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Michelle CurryMICHELLE CURRY
FORMER SECRETARY
- Total calculated
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Craig Fox
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
Schedule J breakdown matched by us · ignoring case and punctuation
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Trey GonzalesTREY GONZALES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
JOHN Julian
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
Schedule J breakdown matched by us · ignoring case and punctuation
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
LAURA Luce
VP ADVOCACY
- Total calculated
- $0
- Hours/week
- 0
Schedule J breakdown matched by us · ignoring case and punctuation
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
PETER OMalley
Director
- Total calculated
- $0
- Hours/week
- 0
-
John DiefenbachJOHN DIEFENBACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Shirley PaddockSHIRLEY PADDOCK
FORMER DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Marcy KerrMARCY KERR
FORMER EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Nicole CurcioNICOLE CURCIO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
-
Dawn KimbrelDAWN KIMBREL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Itemized on Schedule J with no Part VII listing of the same name on this return:
-
Peter O'MalleyPETER O'MALLEY
Director
Schedule J breakdown
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
Answered yes
None.
Answered no
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 28 April 2026
- IRS schema version
- 2025v4.2
- Source object
- 202632189349300613
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