Nonprofit · EIN 39-6077269
LAKE BLUFF PARENT TEACHER ORGANIZATION
Also known as LAKE BLUFF SCHOOL
Tax-exempt · SHOREWOOD, WI 53211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $70,757 | $60,105 | $10,652 | $60,578 | $0 | $60,578 |
| June 30, 2024 | 990-EZ | $58,655 | $64,980 | -$6,325 | $49,926 | $0 | $49,926 |
| June 30, 2023 | 990-EZ | $53,839 | $58,880 | -$5,041 | $56,251 | $0 | $56,251 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $18,676
- Program service revenue
- $12,191
- Net income from fundraising events
- $36,454
- Net income from sales of inventory
- $953
- Other revenue
- $2,483
Expenses
- Grants and similar amounts paid
- $15,155
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $44,950
- Program services (functional)
- $56,101
Balance sheet and other
- Total assets, start of year
- $49,926
- Total assets, end of year
- $60,578
- Total liabilities, end of year
- $0
- Net assets, end of year
- $60,578
- Cash, savings and investments
- $60,578
- Gross receipts
- $101,025
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THERESA O NEILL | PRESIDENT | 8 | $0 |
| ANNE STORCK | TREASURER | 2 | $0 |
| NICOLE TOERPE MASON | SECRETARY | 2 | $0 |
| CATIE BOON | WEBSITE MANAGER | 2 | $0 |
| REVA GARCIA | COMMUNICATIONS | 2 | $0 |
| JAMES NORRIS | COMMUNICATIONS | 2 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH KEEFE | PRESIDENT | 8 | $0 |
| ANNE STORCK | TREASURER | 2 | $0 |
| NICOLE TOERPE MASON | SECRETARY | 2 | $0 |
| CATIE BOON | WEBSITE MANAGER | 2 | $0 |
| TRACY YOTHSACKDA | COMMUNICATIONS | 2 | $0 |
990-EZ for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH KEEFE | PRESIDENT | 8 | $0 |
| ANNE STORCK | TREASURER | 2 | $0 |
| NICOLE TOERPE MASON | SECRETARY | 2 | $0 |
| CATIE BOON | WEBSITE MANAGER | 2 | $0 |
| KIM ROBINSON | COMMUNICATIONS | 2 | $0 |
| TRACY YOTHSACKDA | COMMUNICATIONS | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1600 E LAKE BLUFF BLVD, SHOREWOOD, WI 53211-1515
- In care of
- % LAKE BLUFF SCHOOL
- Signed the 990-EZ
- ANNE STORCK, TREASURER
- Phone
- (414) 963-6972
- Website
- WWW.LAKEBLUFFBEAGLE.COM
- Return prepared by
- HAWKINS ASH CPAS LLP
Mission
PARENT TEACHER ORGANIZATION
Program accomplishments
- COMMUNITY AWARENESS AND STUDENT ENRICHMENT PROGRAMSExpenses $26,784
- STAFF APPRECIATIONExpenses $14,162
- EDUCATION GRANTSExpenses $15,155
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 39-6077269
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B112)
- Assets (IRS master file)
- $60,578
- Income (IRS master file)
- $101,025
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $70,757 | $60,105 | $60,578 | XML |
| 990-EZ | June 2024 | $58,655 | $64,980 | $49,926 | XML |
| 990-EZ | June 2023 | $53,839 | $58,880 | $56,251 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | 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 39-6077269).
Questions about LAKE BLUFF PARENT TEACHER ORGANIZATION
- What is the EIN of LAKE BLUFF PARENT TEACHER ORGANIZATION?
- The employer identification number (EIN) of LAKE BLUFF PARENT TEACHER ORGANIZATION is 39-6077269.
- Is LAKE BLUFF PARENT TEACHER ORGANIZATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to LAKE BLUFF PARENT TEACHER ORGANIZATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKE BLUFF PARENT TEACHER ORGANIZATION 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 LAKE BLUFF PARENT TEACHER ORGANIZATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKE BLUFF PARENT TEACHER ORGANIZATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of LAKE BLUFF PARENT TEACHER ORGANIZATION?
- The 990-EZ for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does LAKE BLUFF PARENT TEACHER ORGANIZATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $70,757, expenses of $60,105 and total assets of $60,578 at year end.
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