Schuler Education Foundation

Lake Bluff, IL
Tax-exempt since June 1997
EIN: 36-4154510

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

−$13.4M (2024)

Expenses

$10.6M (2024)

Total Assets

$1.08M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Aug.
2024

Revenue

-$13,371,430

Expenses

$10,593,715

Net Income

-$23,965,145

Net Assets

$1,077,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,440,185
Interest Revenue	$5,030
Dividends	$0
Sales of Assets	-$15,816,645
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,565,711	62.0%
Compensation of Officers*	$259,725	2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,077,449
Total Liabilities	$0
Net Assets	$1,077,449

Compensation

Key Employees and Officers	Compensation	Other
Jason Patenaude (Executive Director)	$210,664	$9,061
Joanne Bertsch (Managing Director Of)	$118,797	$6,072
Susan Kamp (Director Of Finance)	$118,528	$6,061
Mitchell Morgan Dunham (Director Of College)	$107,826	$5,523
Gayle Meyers (Dir Of College & Alu)	$107,826	$1,320
Amanda Marshall (Managing Director Of)	$107,558	$5,622
Tanya Schuler Sharman (Vice President)	$40,000	$0
Jack Schuler (President & Secretary)	$0	$0
Therese Schuler Hoffman (Vice President)	$0	$0
Tino Schuler (Vice President)	$0	$0
Steven Pozkanzer (Vice President)	$0	$0
Michael Gordon (Vice President)	$0	$0
Matthew Strobeck (Board Member)	$0	$0

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990-PF

Filed on July 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Aug.
2023

Revenue

$24,563,971

Expenses

$16,323,510

Net Income

$8,240,461

Net Assets

$20,730,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,500,000	6.1%
Interest Revenue	$3,552	0.0%
Dividends	$0
Sales of Assets	$23,052,244	93.8%
Other Income	$8,175	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,373,660	63.6%
Compensation of Officers*	$250,664	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,199,313
Total Liabilities	$22,468,635
Net Assets	$20,730,678

Compensation

Key Employees and Officers	Compensation	Other
Jason Patenaude (Executive Director)	$210,664	$9,061
Joanne Bertsch (Managing Director Of)	$118,797	$6,072
Susan Kamp (Director Of Finance)	$118,528	$6,061
Mitchell Morgan Dunham (Director Of College)	$107,826	$5,633
Gayle Meyers (Dir Of College & Alu)	$107,826	$1,320
Amanda Marshall (Managing Director Of)	$107,558	$5,622
Tanya Schuler Sharman (Vice President)	$40,000	$0
Jack Schuler (President & Secretary)	$0	$0
Therese Schuler Hoffman (Vice President)	$0	$0
Tino Schuler (Vice President)	$0	$0
Steven Pozkanzer (Vice President)	$0	$0
Michael Gordon (Vice President)	$0	$0
Matthew Strobeck (Board Member)	$0	$0

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990-PF

Filed on July 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Aug.
2022

Revenue

$913,107

Expenses

$10,041,251

Net Income

-$9,128,144

Net Assets

$38,827,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$137	0.0%
Dividends	$233	0.0%
Sales of Assets	$909,960	99.7%
Other Income	$2,777	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,473,573	74.4%
Compensation of Officers*	$158,842	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$85,749,989
Total Liabilities	$46,922,355
Net Assets	$38,827,634

Compensation

Key Employees and Officers	Compensation	Other
Jason Patenaude (Executive Director)	$142,842	$10,514
Joanne Bertsch (Managing Director Of)	$80,611	$5,802
Susan Kamp (Director Of Finance)	$80,304	$7,301
Gayle Meyers (Dir Of College & Alu)	$73,087	$880
Mitchell Morgan Dunham (Director Of College)	$66,340	$3,482
Elaine Teter (Dir Of Marketing And)	$66,063	$3,088
Tanya Schuler Sharman (Vice President)	$16,000	$0
Jack Schuler (President & Secretary)	$0	$0
Therese Schuler Hoffman (Vice President)	$0	$0
Tino Schuler (Vice President)	$0	$0
Steven Pozkanzer (Vice President)	$0	$0
Michael Gordon (Vice President)	$0	$0
Matthew Strobeck (Board Member)	$0	$0

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990-PF

Filed on July 20, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$7,067,242

Expenses

$57,988,681

Net Income

-$50,921,439

Net Assets

$16,832,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$65	0.0%
Dividends	$1,050,449	14.9%
Sales of Assets	$5,810,561	82.2%
Other Income	$206,167	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,941,255	99.9%
Compensation of Officers*	$195,174	0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$54,673,241
Total Liabilities	$37,840,950
Net Assets	$16,832,291

Compensation

Key Employees and Officers	Compensation	Other
Jason Patenaude (Executive Director)	$195,174	$1,320
Joanne Bertsch (Managing Director Of)	$100,336	$1,320
Amanda Marshall (Managing Director Of)	$95,634	$1,320
Susan Kamp (Director Of Finance)	$92,674	$1,320
Gayle Meyers (Dir Of College & Alu)	$86,992	$1,320
Ali Morguson (Regional School Dire)	$78,354	$1,320
Michael Gordon (Board Member)	$0	$0
Matthew Strobeck (Board Member)	$0	$0
Jack Schuler (President & Secretary)	$0	$0
Tanya Sharman (Vice President)	$0	$0
Tino Schuler (Vice President)	$0	$0
Therese Hoffman (Vice President)	$0	$0
Steven Pozkanzer (Vice President)	$0	$0

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990-PF

Filed on Nov. 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

-$46,113,689

Expenses

$21,775,454

Net Income

-$67,889,143

Net Assets

$90,032,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000
Interest Revenue	$50
Dividends	$1,050,436
Sales of Assets	$0
Other Income	$53

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,707,474	99.7%
Compensation of Officers*	$177,949	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$139,311,245
Total Liabilities	$49,279,226
Net Assets	$90,032,019

Compensation

Key Employees and Officers	Compensation	Other
Jason Patenaude (Executive Director)	$177,949	$8,212
Amanda Marshall (Managing Director Of)	$89,935	$4,477
Joanne Bertsch (Managing Director Of)	$84,877	$4,588
Susan Toback (Director Of Finance)	$84,059	$4,362
Juli Alanna Scalf (Director Of College)	$80,945	$4,193
Gayle Meyers (Director Of College)	$79,992	$880
Jack W Schuler (President & Secretary)	$0	$0
Renate R Schuler (Treasurer)	$0	$0
Tanya E Sharman (Vice President)	$0	$0
Tino H Schuler (Vice President)	$0	$0
Therese H Hoffman (Vice President)	$0	$0

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990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$42,212,731

Expenses

$14,279,320

Net Income

$27,933,411

Net Assets

$165,818,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.0%
Dividends	$874,418	2.1%
Sales of Assets	$41,336,434	97.9%
Other Income	$1,854	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,494,114	94.5%
Compensation of Officers*	$193,083	1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$209,321,340
Total Liabilities	$43,503,032
Net Assets	$165,818,308

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2018

Revenue

$64,475,200

Expenses

$12,093,007

Net Income

$52,382,193

Net Assets

$137,884,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$36,322,092	56.3%
Interest Revenue	$16	0.0%
Dividends	$350,895	0.5%
Sales of Assets	$27,800,064	43.1%
Other Income	$2,133	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,851,840	98.0%
Compensation of Officers*	$190,008	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$186,684,570
Total Liabilities	$48,799,673
Net Assets	$137,884,897

Compensation

Key Employees and Officers	Compensation	Other
Jason Patenaude (Executive Director)	$166,008	$9,130
Nicole O'connell (Program Director)	$83,990	$0
Susan Toback (Director Of Finance)	$80,501	$4,250
Kathleen Clancy (Regional Director )	$78,000	$1,560
Amanda Marshall (Director Of Recruiti)	$75,598	$4,158
Gayle Meyers (Director Of College)	$75,400	$0
Tanya E Sharman (Vice President)	$24,000	$0
Jack W Schuler (President & Secretary)	$0	$0
Renate R Schuler (Treasurer)	$0	$0
Tino H Schuler (Vice President)	$0	$0
Therese H Hoffman (Vice President)	$0	$0

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990-PF

Filed on Nov. 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$28,111,253

Expenses

$9,076,851

Net Income

$19,034,402

Net Assets

$120,621,623

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,859,174	49.3%
Interest Revenue	$5	0.0%
Dividends	$17,182	0.1%
Sales of Assets	$14,234,892	50.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,976,204	98.9%
Compensation of Officers*	$169,463	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$164,212,196
Total Liabilities	$43,590,573
Net Assets	$120,621,623

Compensation

Key Employees and Officers	Compensation	Other
Candace Browdy (Former Executive Director)	$98,378	$4,362
Susan Toback (Director Of Finance)	$69,397	$3,558
Joanne Bertsch (Regional Director)	$68,496	$2,750
Juli Alanna Scalf (Co Director Of Colle)	$67,205	$1,062
Ryan Evertt (Co Director Of Colle)	$62,445	$3,173
Stephanie Oettinger (School Director)	$57,668	$3,221
Jason Patenaude (Executive Director)	$47,835	$2,620
Tanya E Sharman (Vice President)	$23,250	$0
Jack W Schuler (President & Secretary)	$0	$0
Renate R Schuler (Treasurer)	$0	$0
Tino H Schuler (Vice President)	$0	$0
Therese H Hoffman (Vice President)	$0	$0

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990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

-$22,144,106

Expenses

$7,423,196

Net Income

-$29,567,302

Net Assets

$109,445,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$216,000
Interest Revenue	$12
Dividends	$3,813
Sales of Assets	-$22,366,598
Other Income	$2,667

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,300,599	98.3%
Compensation of Officers*	$165,216	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$145,476,214
Total Liabilities	$36,030,942
Net Assets	$109,445,272

Compensation

Key Employees and Officers	Compensation	Other
Candace Browdy (Former Executive Director)	$152,616	$8,562
Demisha Lee (Director Of College)	$88,400	$6,076
Susan Toback (Business Manager)	$62,151	$10,295
Joanne Bertsch (R Egional Director)	$60,815	$2,820
Monique Moore (College Counselor)	$56,174	$957
Kathleen Dawson (Regional Director)	$55,845	$550
Tanya E Sharman (Vice President)	$12,600	$0
Jack W Schuler (President & Secretary)	$0	$0
Renate R Schuler (Treasurer)	$0	$0
Tino H Schuler (Vice President)	$0	$0
Therese H Hoffman (Vice President)	$0	$0

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990-PF

Filed on June 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$33,505,583

Expenses

$7,273,142

Net Income

$26,232,441

Net Assets

$139,222,130

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,333,223	51.7%
Interest Revenue	$29	0.0%
Dividends	$250	0.0%
Sales of Assets	$16,166,881	48.3%
Other Income	$5,200	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,493,053	89.3%
Compensation of Officers*	$143,347	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$168,347,134
Total Liabilities	$29,125,004
Net Assets	$139,222,130

Compensation

Key Employees and Officers	Compensation	Other
Candace Browdy (Executive Director)	$143,347	$17,544
Demisha Lee (Director Of College)	$71,113	$8,987
Monique Moore (College Counselor)	$54,424	$4,718
Brenda Stefanowski (Executive Assistant)	$51,580	$3,912
Joanne Bertsch (R Egional Director)	$51,458	$2,778
Teresa Broccolo (Regional Director)	$51,458	$660
Tanya E Sharman (Vice President)	$12,600	$0
Jack W Schuler (President & Secretary)	$0	$0
Renate R Schuler (Treasurer)	$0	$0
Tino H Schuler (Vice President)	$0	$0
Therese H Hoffman (Vice President)	$0	$0

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990-PF

Filed on Nov. 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$27,733,636

Expenses

$6,168,435

Net Income

$21,565,201

Net Assets

$123,696,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$670,063	2.4%
Interest Revenue	$224	0.0%
Dividends	$11,285	0.0%
Sales of Assets	$27,034,098	97.5%
Other Income	$17,966	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,648,445	91.6%
Compensation of Officers*	$136,418	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$155,740,540
Total Liabilities	$32,044,302
Net Assets	$123,696,238

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$30,700,588

Expenses

$5,442,969

Net Income

$25,257,619

Net Assets

$112,378,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,443,419	34.0%
Interest Revenue	$43	0.0%
Dividends	$24,776	0.1%
Sales of Assets	$20,193,960	65.8%
Other Income	$38,390	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,906,253	90.1%
Compensation of Officers*	$126,594	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$117,732,768
Total Liabilities	$5,353,844
Net Assets	$112,378,924

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$24,654,088

Expenses

$4,437,951

Net Income

$20,216,137

Net Assets

$87,548,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$972,634	3.9%
Interest Revenue	$71	0.0%
Dividends	$38,092	0.2%
Sales of Assets	$23,618,681	95.8%
Other Income	$24,610	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,383,230	98.8%
Compensation of Officers*	$120,314	2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$87,548,602
Total Liabilities	$0
Net Assets	$87,548,602

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$4,804,106

Expenses

$3,623,113

Net Income

$1,180,993

Net Assets

$67,205,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,237,681	> 100%
Interest Revenue	$101	0.0%
Dividends	$28,163	0.6%
Sales of Assets	$0
Other Income	$473	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,585,639	99.0%
Compensation of Officers*	$117,213	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$69,795,666
Total Liabilities	$2,590,424
Net Assets	$67,205,242

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Schuler Education Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$13.4M (2024)

Expenses $10.6M (2024)

Total Assets $1.08M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

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990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

−$13.4M (2024)

Expenses

$10.6M (2024)

Total Assets

$1.08M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001