Nonprofit · EIN 23-7213177
HISTORY CENTER OF LAKE FOREST LAKE BLUFF
Tax-exempt · LAKE FOREST, IL 60045
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,073,744 | $540,659 | $533,085 | $4,370,071 | $107,805 | $4,262,266 |
| May 31, 2024 | 990 | $667,401 | $549,576 | $117,825 | $3,786,800 | $63,657 | $3,723,143 |
| May 31, 2022 | 990 | $753,649 | $450,373 | $303,276 | $3,460,130 | $29,693 | $3,430,437 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $986,350
- Membership dues
- $30,779
- Program service revenue
- $46,867
- Investment income
- $43,585
- Net gain from sales of assets
- $14,432
- Net income from fundraising events
- -$4,893
- Other revenue
- -$3,058
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $99,776
- Other salaries and wages
- $134,849
- Salaries, compensation and benefits (total)
- $260,574
- Professional fundraising fees
- $0
- Accounting fees
- $29,979
- Occupancy
- $27,832
- Depreciation
- $43,970
- Program services (functional)
- $397,687
- Management and general (functional)
- $48,047
- Fundraising (functional)
- $94,925
Balance sheet and other
- Total assets, start of year
- $3,786,800
- Total assets, end of year
- $4,370,071
- Total liabilities, end of year
- $107,805
- Net assets, end of year
- $4,262,266
- Land, buildings and equipment
- $1,967,398
- Publicly traded securities
- $819,723
- Net assets without donor restrictions
- $4,132,082
- Net assets with donor restrictions
- $130,184
- Gross receipts
- $1,537,837
- Employees
- 7
- Volunteers
- 20
- Year formed
- 1972
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carol Summerfield | Executive Director Officer | 40 | $99,776 |
| Mary Keefe | Director Trustee or director | 1 | $0 |
| Sabina Ewing | Director Trustee or director | 1 | $0 |
| Kate Morris | Director Trustee or director | 1 | $0 |
| David Forlow | Director Trustee or director | 1 | $0 |
| Jim Phelps | Director Trustee or director | 1 | $0 |
| Anne Hunting | Director Trustee or director | 1 | $0 |
| Kristen Chun | Director Trustee or director | 1 | $0 |
| Alan Lowe | Treasurer Trustee or director, Officer | 2 | $0 |
| Wendy Giangiorgi | Secretary Trustee or director, Officer | 2 | $0 |
| Sara Mahler | Director Trustee or director | 1 | $0 |
| Mark Saran | Director Trustee or director | 1 | $0 |
| Sandra Stringer | Director Trustee or director | 1 | $0 |
| Emery King | Director Trustee or director | 1 | $0 |
| Rich Kosmerl | Director Trustee or director | 1 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mitch Engel | Director Trustee or director | 1 | $0 |
| Jeff Arch | Director Trustee or director | 1 | $0 |
| Kathy Dasso | Director Trustee or director | 1 | $0 |
| Madeleine Dugan | Director Trustee or director | 1 | $0 |
| Katherine Hale | President Trustee or director, Officer | 10 | $0 |
| Tom Hunter | Director Trustee or director | 1 | $0 |
| Fred Jackson | Director Trustee or director | 1 | $0 |
| Amee Christ | Director Trustee or director | 1 | $0 |
| David Seleb | Vice President Trustee or director, Officer | 2 | $0 |
| Bill Schumann | Director Trustee or director | 1 | $0 |
| Kim Placentino | Director Trustee or director | 1 | $0 |
| Mike Reidy | Director Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carol Summerfield | Executive Director Trustee or director, Officer | 40 | $97,599 |
| Kate Mursau | Director Trustee or director | 1 | $0 |
| Sabina Ewing | Director Trustee or director | 1 | $0 |
| Shanise A Evans | Director Trustee or director | 1 | $0 |
| David Forlow | Director Trustee or director | 1 | $0 |
| Jim Phelps | Director Trustee or director | 1 | $0 |
| Anne Hunting | Director Trustee or director | 1 | $0 |
| Kristen Chun | Director Trustee or director | 1 | $0 |
| Alan Lowe | Treasurer Trustee or director, Officer | 2 | $0 |
| Wendy Giangiorgi | Secretary Trustee or director, Officer | 2 | $0 |
| Sara Mahler | Director Trustee or director | 1 | $0 |
| Mark Saran | Director Trustee or director | 1 | $0 |
| Sandra Stringer | Director Trustee or director | 1 | $0 |
| Lisa Frey | Director Trustee or director | 1 | $0 |
| Rich Kosmerl | Director Trustee or director | 1 | $0 |
| David Seleb | Director Trustee or director | 1 | $0 |
| Jeff Arch | Director Trustee or director | 1 | $0 |
| Kathy Dasso | Director Trustee or director | 1 | $0 |
| Madeleine Dugan | Director Trustee or director | 1 | $0 |
| Katherine Hale | President Trustee or director, Officer | 10 | $0 |
| Tom Hunter | Director Trustee or director | 1 | $0 |
| Fred Jackson | Director Trustee or director | 1 | $0 |
| John Walker | Director Trustee or director | 1 | $0 |
| Kim Placentino | Vice President Trustee or director, Officer | 2 | $0 |
| Bill Schumann | Director Trustee or director | 1 | $0 |
990 for the year ended May 31, 2022: 28 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie Barry | Director Trustee or director | 0.1 | $0 |
| Sabina Ewing | Director Trustee or director | 0.1 | $0 |
| Shanise A Evans | Director Trustee or director | 0.1 | $0 |
| David Forlow | President Trustee or director, Officer | 5 | $0 |
| Otto Georgi Jr | Director Trustee or director | 0.1 | $0 |
| Anne Hunting | Director Trustee or director | 0.1 | $0 |
| Lauren Kelly | Director Trustee or director | 0.1 | $0 |
| Alan Lowe | Director Trustee or director | 0.1 | $0 |
| Dick Lipton | Director Trustee or director | 0.1 | $0 |
| Bob Marshall | Director Trustee or director | 0.1 | $0 |
| Kate Mursau | Secretary Trustee or director, Officer | 1 | $0 |
| Nancy Novit | Director Trustee or director | 0.1 | $0 |
| John F Ormsby | Director Trustee or director | 0.1 | $0 |
| Katherine Saville | Director Trustee or director | 0.1 | $0 |
| Bill Schumann | Treasurer Trustee or director, Officer | 2 | $0 |
| Rich Kosmerl | Director Trustee or director | 0.1 | $0 |
| Nancy Condon Pienkosz | Director Trustee or director | 0.1 | $0 |
| Pamela Metcalf Waud | Director Trustee or director | 0.1 | $0 |
| Maria Westropp | Director Trustee or director | 0.1 | $0 |
| Jeff Arch | Director Trustee or director | 0.1 | $0 |
| Kathy Dasso | Director Trustee or director | 0.1 | $0 |
| Madeleine Dugan | Director Trustee or director | 0.1 | $0 |
| Katherine Hale | Vice President Trustee or director, Officer | 2 | $0 |
| Tom Hunter | Director Trustee or director | 0.1 | $0 |
| Fred Jackson | Director Trustee or director | 0.1 | $0 |
| Tom Thomson | Director Trustee or director | 0.1 | $0 |
| John Walker | Director Trustee or director | 0.1 | $0 |
| Kim Placentino | Director Trustee or director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 509 E DEERPATH, LAKE FOREST, IL 60045-2277
- Principal officer (990 for 2024)
- Katherine Hale, 509 E Deerpath, Lake Forest, IL 60045
- Signed the 990
- Katherine Hale, President
- Phone
- (847) 234-5253
- Website
- www.lflbhistory.org
- Return prepared by
- Eccezion
Mission
Preservation and promotion of community history.
Program accomplishments
- 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 $397,687 · revenue $46,867
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7213177
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,370,071
- Income (IRS master file)
- $1,537,837
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,073,744 | $540,659 | $4,370,071 | XML |
| 990 | May 2024 | $667,401 | $549,576 | $3,786,800 | XML |
| 990 | May 2023 | $669,796 | $563,125 | $3,552,458 | IRS |
| 990 | May 2022 | $753,649 | $450,373 | $3,460,130 | XML |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7213177).
Questions about HISTORY CENTER OF LAKE FOREST LAKE BLUFF
- What is the EIN of HISTORY CENTER OF LAKE FOREST LAKE BLUFF?
- The employer identification number (EIN) of HISTORY CENTER OF LAKE FOREST LAKE BLUFF is 23-7213177.
- Is HISTORY CENTER OF LAKE FOREST LAKE BLUFF tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to HISTORY CENTER OF LAKE FOREST LAKE BLUFF tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORY CENTER OF LAKE FOREST LAKE BLUFF file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HISTORY CENTER OF LAKE FOREST LAKE BLUFF due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORY CENTER OF LAKE FOREST LAKE BLUFF last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of HISTORY CENTER OF LAKE FOREST LAKE BLUFF?
- The 990 for the year ended May 31, 2025 names Katherine Hale.
- Who are the officers and directors of HISTORY CENTER OF LAKE FOREST LAKE BLUFF?
- The 990 for the year ended May 31, 2025 lists 27 people; 1 received compensation from the organization, the highest $99,776 (Carol Summerfield, Executive Director).
- How much revenue does HISTORY CENTER OF LAKE FOREST LAKE BLUFF have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,073,744, expenses of $540,659 and total assets of $4,370,071 at year end.
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