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History Center Of Lake Forest Lake Bluff

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$670k (2023)

Expenses
$563k (2023)

Total Assets
$3.55M (2023)

Total Liabilities
$27.7k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$669,796
Expenses
$563,125
Net Income
$106,671
Net Assets
$3,524,808
Notable Sources of Revenue Percent of Total Revenue
Contributions $636,409
95.0%
Program Services $18,934
2.8%
Investment Income $19,790
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$4,206
Sales of Assets -$1,208
Net Inventory Sales $0
Other Revenue $77
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $95,837
17.0%
Professional Fundraising Fees $0
Other Salaries and Wages $182,793
32.5%
Assets/Debt
Total Assets $3,552,458
Total Liabilities $27,650
Net Assets $3,524,808
Compensation
Key Employees and Officers Compensation Related Other
Carol Summerfield (Executive Director) $93,952 $0 $0
Kate Mursau (Director) $0 $0 $0
Sabina Ewing (Director) $0 $0 $0
Shanise A Evans (Director) $0 $0 $0
David Forlow (Director) $0 $0 $0
Jim Casselberry (Director) $0 $0 $0
Anne Hunting (Director) $0 $0 $0
Kristen Chun (Director) $0 $0 $0
Alan Lowe (Treasurer) $0 $0 $0
Dick Lipton (Director) $0 $0 $0
David Lutrey (Director) $0 $0 $0
Wendy Giangiorgi (Secretary) $0 $0 $0
Sara Mahler (Director) $0 $0 $0
Mark Saran (Director) $0 $0 $0
Sandra Stringer (Director) $0 $0 $0
Melissa Williams Mullinbach (Director) $0 $0 $0
Rich Kosmerl (Director) $0 $0 $0
Nancy Pienkosz (Director) $0 $0 $0
Maria Westropp (Director) $0 $0 $0
Jeff Arch (Director) $0 $0 $0
Kathy Dasso (Director) $0 $0 $0
Madeleine Dugan (Director) $0 $0 $0
Katherine Hale (President) $0 $0 $0
Tom Hunter (Director) $0 $0 $0
Fred Jackson (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$753,649
Expenses
$450,373
Net Income
$303,276
Net Assets
$3,430,437
Notable Sources of Revenue Percent of Total Revenue
Contributions $540,868
71.8%
Program Services $193,913
25.7%
Investment Income $13,266
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$2,764
Sales of Assets $8,117
1.1%
Net Inventory Sales $40
0.0%
Other Revenue $209
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $261,963
58.2%
Assets/Debt
Total Assets $3,460,130
Total Liabilities $29,693
Net Assets $3,430,437
Compensation
Key Employees and Officers Compensation Related Other
Julie Barry (Director) $0 $0 $0
Sabina Ewing (Director) $0 $0 $0
Shanise A Evans (Director) $0 $0 $0
David Forlow (President) $0 $0 $0
Otto Georgi Jr (Director) $0 $0 $0
Anne Hunting (Director) $0 $0 $0
Lauren Kelly (Director) $0 $0 $0
Alan Lowe (Director) $0 $0 $0
Dick Lipton (Director) $0 $0 $0
Bob Marshall (Director) $0 $0 $0
Kate Mursau (Secretary) $0 $0 $0
Nancy Novit (Director) $0 $0 $0
John F Ormsby (Director) $0 $0 $0
Katherine Saville (Director) $0 $0 $0
Bill Schumann (Treasurer) $0 $0 $0
Rich Kosmerl (Director) $0 $0 $0
Nancy Condon Pienkosz (Director) $0 $0 $0
Pamela Metcalf Waud (Director) $0 $0 $0
Maria Westropp (Director) $0 $0 $0
Jeff Arch (Director) $0 $0 $0
Kathy Dasso (Director) $0 $0 $0
Madeleine Dugan (Director) $0 $0 $0
Katherine Hale (Vice President) $0 $0 $0
Tom Hunter (Director) $0 $0 $0
Fred Jackson (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$425,106
Expenses
$399,513
Net Income
$25,593
Net Assets
$3,156,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $387,667
91.2%
Program Services $11,440
2.7%
Investment Income $11,864
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$1,848
Sales of Assets $15,010
3.5%
Net Inventory Sales -$125
Other Revenue $1,098
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $244,376
61.2%
Assets/Debt
Total Assets $3,196,550
Total Liabilities $40,071
Net Assets $3,156,479
Compensation
Key Employees and Officers Compensation Related Other
Julie Barry (Director) $0 $0 $0
Mary Christoff (Director) $0 $0 $0
Shanise A Evans (Director) $0 $0 $0
David Forlow (President) $0 $0 $0
Otto Georgi Jr (Development Committee) $0 $0 $0
David Grinnell (Marketing Committee) $0 $0 $0
Gene Hotchkiss (Director) $0 $0 $0
Alan Lowe (Director) $0 $0 $0
Jan Mac Dougal (Pee Committee) $0 $0 $0
Bob Marshall (Director) $0 $0 $0
Kate Mursau (Secretary) $0 $0 $0
Nancy Novit (Director) $0 $0 $0
John F Ormsby (Director) $0 $0 $0
Katherine Saville (Director) $0 $0 $0
Bill Schumann (Treasurer) $0 $0 $0
Frank Sibley (Director) $0 $0 $0
Richard B Thomson (Collections Committee) $0 $0 $0
Pamela Metcalf Waud (Director) $0 $0 $0
Maria Westropp (Director) $0 $0 $0
Jeff Arch (Director) $0 $0 $0
Kathy Dasso (Director) $0 $0 $0
Madeleine Dugan (Director) $0 $0 $0
Katherine Hale (Vice President) $0 $0 $0
Tom Hunter (Director) $0 $0 $0
Fred Jackson (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$279,805
Expenses
$508,799
Net Income
-$228,994
Net Assets
$3,031,438
Notable Sources of Revenue Percent of Total Revenue
Contributions $215,139
76.9%
Program Services $56,783
20.3%
Investment Income $12,456
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$6,826
Sales of Assets -$5,716
Net Inventory Sales $3,798
1.4%
Other Revenue $4,171
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $252,557
49.6%
Assets/Debt
Total Assets $3,085,321
Total Liabilities $53,883
Net Assets $3,031,438
Compensation
Key Employees and Officers Compensation Related Other
Julie Barry (Director) $0 $0 $0
Mary Christoff (Director) $0 $0 $0
Mike Conklin (Director) $0 $0 $0
Steve Douglass (Director) $0 $0 $0
Shanise A Evans (Director) $0 $0 $0
David Forlow (Vice President) $0 $0 $0
Otto Georgi Jr (Development Committee) $0 $0 $0
David Grinnell (Marketing Committee) $0 $0 $0
Gene Hotchkiss (Director) $0 $0 $0
Anne Hunting (Director) $0 $0 $0
Judy Inglese (Local Ledgends Chair) $0 $0 $0
R Ann Jones (Pee Committee) $0 $0 $0
Rich Kosmerl (Director) $0 $0 $0
Alan Lowe (Director) $0 $0 $0
Jan Mac Dougal (Pee Committee) $0 $0 $0
Bob Marshall (Director) $0 $0 $0
Kate Mursau (Secretary) $0 $0 $0
Nancy Novit (Director) $0 $0 $0
John F Ormsby (President) $0 $0 $0
Katherine Saville (Director) $0 $0 $0
Ann Marie Scheidler (Director) $0 $0 $0
Bill Schumann (Treasurer) $0 $0 $0
Frank Sibley (Director) $0 $0 $0
Ron Taylor (Facilities Committee) $0 $0 $0
Anne Thomason (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$550,483
Expenses
$423,001
Net Income
$127,482
Net Assets
$3,251,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $485,871
88.3%
Program Services $52,448
9.5%
Investment Income $13,532
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$1,433
Sales of Assets $0
Net Inventory Sales $75
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $142,511
33.7%
Assets/Debt
Total Assets $3,266,352
Total Liabilities $14,813
Net Assets $3,251,539

Document Links

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$731,502
Expenses
$342,776
Net Income
$388,726
Net Assets
$3,138,377
Notable Sources of Revenue Percent of Total Revenue
Contributions $646,128
88.3%
Program Services $59,422
8.1%
Investment Income $636
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $24,819
3.4%
Sales of Assets $0
Net Inventory Sales $497
0.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $174,180
50.8%
Assets/Debt
Total Assets $3,352,577
Total Liabilities $214,200
Net Assets $3,138,377
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julie Barry (Director) $0 $0 $0
Mike Conklin (Director) $0 $0 $0
David Forlow (Vice Preside) $0 $0 $0
Otto Georgi Jr (Director) $0 $0 $0
David Grinnell (Director) $0 $0 $0
Katie Hale (Director) $0 $0 $0
Gene Hotchkiss (Director) $0 $0 $0
Thomas Hunter Iv (Director) $0 $0 $0
Anne Hunting (Director) $0 $0 $0
R Ann Jones (Director) $0 $0 $0
Jan Macdougal (Director) $0 $0 $0
Bob Marshall (Director) $0 $0 $0
John Ormsby (President) $0 $0 $0
Bill Schumann (Treasurer) $0 $0 $0
Frank Sibley (Director) $0 $0 $0
Ron Taylor (Director) $0 $0 $0
Tom Thomson Jr (Director) $0 $0 $0
Peter Witmer (Director) $0 $0 $0
Mary Christoff (Director) $0 $0 $0
Steve Douglass (Director) $0 $0 $0
Kate Mursau (Director) $0 $0 $0
Judy Inglese (Director) $0 $0 $0
Ann Marie Scheidler (Director) $0 $0 $0
Anne Thomason (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$923,298
Expenses
$529,613
Net Income
$393,685
Net Assets
$2,749,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $809,883
87.7%
Program Services $59,267
6.4%
Investment Income $1,204
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $52,825
5.7%
Sales of Assets $0
Net Inventory Sales $119
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $176,327
33.3%
Assets/Debt
Total Assets $3,191,997
Total Liabilities $442,346
Net Assets $2,749,651
Compensation
Key Employees and Officers Compensation Related Other
Julie Barry (Director) $0 $0 $0
Jill Borega (Director) $0 $0 $0
Julie Carter (Secretary) $0 $0 $0
Mike Conklin (Director) $0 $0 $0
David Forlow (Director) $0 $0 $0
Otto Georgi Jr (Director) $0 $0 $0
David Grinnell (Director) $0 $0 $0
Katie Hale (Director) $0 $0 $0
Gene Hotchkiss (Director) $0 $0 $0
Thomas Hunter Iv (Director) $0 $0 $0
Anne Hunting (Director) $0 $0 $0
R Ann Jones (Director) $0 $0 $0
Jan Macdougal (Director) $0 $0 $0
Bob Marshall (Director) $0 $0 $0
John Ormsby (President) $0 $0 $0
Heather Sannes (Director) $0 $0 $0
Bill Schumann (Director) $0 $0 $0
Bob Shaw (Vice Preside) $0 $0 $0
Frank Sibley (Director) $0 $0 $0
Ron Taylor (Director) $0 $0 $0
Tom Thomson Jr (Director) $0 $0 $0
Peter Witmer (Director) $0 $0 $0
Susan Wright (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,012,028
Expenses
$341,269
Net Income
$670,759
Net Assets
$2,355,967
Notable Sources of Revenue Percent of Total Revenue
Contributions $907,006
89.6%
Program Services $75,026
7.4%
Investment Income $135
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $29,671
2.9%
Sales of Assets $0
Net Inventory Sales $190
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $161,165
47.2%
Assets/Debt
Total Assets $3,013,677
Total Liabilities $657,710
Net Assets $2,355,967

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,279,230
Expenses
$330,448
Net Income
$948,782
Net Assets
$1,685,208
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,164,327
91.0%
Program Services $61,565
4.8%
Investment Income $1,063
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $51,687
4.0%
Sales of Assets $0
Net Inventory Sales $275
0.0%
Other Revenue $313
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $164,648
49.8%
Assets/Debt
Total Assets $2,309,779
Total Liabilities $624,571
Net Assets $1,685,208

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$227,127
Expenses
$240,567
Net Income
-$13,440
Net Assets
$736,426
Notable Sources of Revenue Percent of Total Revenue
Contributions $119,186
52.5%
Program Services $61,413
27.0%
Investment Income $1,326
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $25,459
11.2%
Sales of Assets $17,237
7.6%
Net Inventory Sales $344
0.2%
Other Revenue $2,162
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $159,449
66.3%
Assets/Debt
Total Assets $753,594
Total Liabilities $17,168
Net Assets $736,426

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$210,546
Expenses
$227,241
Net Income
-$16,695
Net Assets
$749,145
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,853
26.5%
Program Services $79,966
38.0%
Investment Income $1,955
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $68,759
32.7%
Sales of Assets $0
Net Inventory Sales $854
0.4%
Other Revenue $3,159
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $142,265
62.6%
Assets/Debt
Total Assets $758,111
Total Liabilities $8,966
Net Assets $749,145

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$245,016
Expenses
$184,783
Net Income
$60,233
Net Assets
$765,840
Notable Sources of Revenue Percent of Total Revenue
Contributions $136,660
55.8%
Program Services $67,094
27.4%
Investment Income $2,784
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $30,425
12.4%
Sales of Assets $0
Net Inventory Sales $513
0.2%
Other Revenue $7,540
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $117,581
63.6%
Assets/Debt
Total Assets $778,158
Total Liabilities $12,318
Net Assets $765,840

Document Links

Fiscal Year Ending May
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$254,089
Expenses
$177,123
Net Income
$76,966
Net Assets
$705,607
Notable Sources of Revenue Percent of Total Revenue
Contributions $163,636
64.4%
Program Services $65,005
25.6%
Investment Income $3,028
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $18,712
7.4%
Sales of Assets $0
Net Inventory Sales $66
0.0%
Other Revenue $3,642
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $100,483
56.7%
Assets/Debt
Total Assets $720,166
Total Liabilities $14,559
Net Assets $705,607

Document Links

Fiscal Year Ending May
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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