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North Shore Country Day School Foundation

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.

Category: Human Services — Multipurpose and Other / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.87M (2023)

Expenses
$1.65M (2023)

Total Assets
$35.7M (2023)

Total Liabilities
$561k (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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,872,660
Expenses
$1,645,971
Net Income
$226,689
Net Assets
$35,156,154
Notable Sources of Revenue Percent of Total Revenue
Contributions $788,119
42.1%
Program Services $0
Investment Income $730,022
39.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $354,519
18.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,717,284
Total Liabilities $561,130
Net Assets $35,156,154
Compensation
Key Employees and Officers Compensation Related Other
John S Bakalar (Trustee) $0 $0 $0
Rocky Wirtz (Trustee) $0 $0 $0
John Amboian (Chair, Trustee) $0 $0 $0
James W Deyoung (Trustee) $0 $0 $0
James Lumberg (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,664,310
Expenses
$1,470,240
Net Income
$3,194,070
Net Assets
$32,869,001
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,687,961
36.2%
Program Services $0
Investment Income $720,738
15.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,255,611
48.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $32,869,001
Total Liabilities $0
Net Assets $32,869,001
Compensation
Key Employees and Officers Compensation Related Other
John S Bakalar (Trustee) $0 $0 $0
Rocky Wirtz (Trustee) $0 $0 $0
John Amboian (Chair, Trustee) $0 $0 $0
James W Deyoung (Trustee) $0 $0 $0
James Lumberg (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,119,416
Expenses
$1,283,822
Net Income
$1,835,594
Net Assets
$35,363,359
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,493,425
47.9%
Program Services $0
Investment Income $494,832
15.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,131,159
36.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $36,179,635
Total Liabilities $816,276
Net Assets $35,363,359
Compensation
Key Employees and Officers Compensation Related Other
John S Bakalar (Trustee) $0 $0 $0
Rocky Wirtz (Trustee) $0 $0 $0
John Amboian (Chair, Trustee) $0 $0 $0
James W Deyoung (Trustee) $0 $0 $0
James Lumberg (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,999,291
Expenses
$1,257,830
Net Income
$1,741,461
Net Assets
$27,184,317
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,500,915
50.0%
Program Services $0
Investment Income $562,987
18.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $935,389
31.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $28,274,065
Total Liabilities $1,089,748
Net Assets $27,184,317
Compensation
Key Employees and Officers Compensation Related Other
John S Bakalar (Trustee) $0 $0 $0
Rocky Wirtz (Trustee) $0 $0 $0
John Amboian (Chair, Trustee) $0 $0 $0
James W Deyoung (Trustee) $0 $0 $0
James Lumberg (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,866,507
Expenses
$1,235,071
Net Income
$631,436
Net Assets
$26,137,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $624,911
33.5%
Program Services $0
Investment Income $578,222
31.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $663,374
35.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,537,086
Total Liabilities $1,399,165
Net Assets $26,137,921
Compensation
Key Employees and Officers Compensation Related Other
John S Bakalar (Trustee) $0 $0 $0
Rocky Wirtz (Trustee) $0 $0 $0
John S Darrow (Trustee) $0 $0 $0
John Amboian (Chair, Trustee) $0 $0 $0
James W Deyoung (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,389,100
Expenses
$1,191,584
Net Income
$1,197,516
Net Assets
$25,610,417
Notable Sources of Revenue Percent of Total Revenue
Contributions $315,500
13.2%
Program Services $0
Investment Income $503,785
21.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,569,815
65.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $26,470,678
Total Liabilities $860,261
Net Assets $25,610,417
Compensation
Key Employees and Officers Compensation Related Other
John S Bakalar (Trustee) $0 $0 $0
Rocky Wirtz (Trustee) $0 $0 $0
John S Darrow (Trustee) $0 $0 $0
John Amboian (Chair, Trustee) $0 $0 $0
James W Deyoung (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,343,286
Expenses
$1,153,349
Net Income
$189,937
Net Assets
$24,117,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $64,000
4.8%
Program Services $0
Investment Income $467,386
34.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $811,900
60.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,414,051
Total Liabilities $1,296,916
Net Assets $24,117,135
Compensation
Key Employees and Officers Compensation Related Other
John S Bakalar (Trustee) $0 $0 $0
Rocky Wirtz (Trustee) $0 $0 $0
John S Darrow (Trustee) $0 $0 $0
John Amboian (Chair, Trustee) $0 $0 $0
James W Deyoung (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,572,059
Expenses
$1,205,573
Net Income
$366,486
Net Assets
$22,453,010
Notable Sources of Revenue Percent of Total Revenue
Contributions $859,554
54.7%
Program Services $0
Investment Income $444,433
28.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $268,072
17.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,730,932
Total Liabilities $277,922
Net Assets $22,453,010
Compensation
Key Employees and Officers Compensation Related Other
John S Bakalar (Trustee) $0 $0 $0
Rocky Wirtz (Trustee) $0 $0 $0
John S Darrow (Trustee) $0 $0 $0
John Amboian (Chair, Trustee) $0 $0 $0
James W Deyoung (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,183,886
Expenses
$1,147,023
Net Income
$36,863
Net Assets
$22,902,863
Notable Sources of Revenue Percent of Total Revenue
Contributions $695,394
58.7%
Program Services $0
Investment Income $439,581
37.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $48,911
4.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,266,867
Total Liabilities $364,004
Net Assets $22,902,863
Compensation
Key Employees and Officers Compensation Related Other
John S Bakalar (Trustee) $0 $0 $0
Rocky Wirtz (Trustee) $0 $0 $0
John S Darrow (Trustee) $0 $0 $0
John Amboian (Chair, Trustee) $0 $0 $0
James W Deyoung (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,797,698
Expenses
$1,041,781
Net Income
$755,917
Net Assets
$23,021,466
Notable Sources of Revenue Percent of Total Revenue
Contributions $350,000
19.5%
Program Services $0
Investment Income $382,538
21.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,065,160
59.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,021,466
Total Liabilities $0
Net Assets $23,021,466
Compensation
Key Employees and Officers Compensation Related Other
John S Bakalar (Trustee) $0 $0 $0
Rocky Wirtz (Trustee) $0 $0 $0
John S Darrow (Trustee) $0 $0 $0
John Amboian (Chair, Trustee) $0 $0 $0
James W Deyoung (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,159,799
Expenses
$1,064,432
Net Income
$95,367
Net Assets
$20,585,163
Notable Sources of Revenue Percent of Total Revenue
Contributions $253,605
21.9%
Program Services $0
Investment Income $400,009
34.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $506,185
43.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,585,163
Total Liabilities $0
Net Assets $20,585,163

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,054,385
Expenses
$1,020,564
Net Income
$33,821
Net Assets
$19,495,049
Notable Sources of Revenue Percent of Total Revenue
Contributions $525,000
49.8%
Program Services $0
Investment Income $388,206
36.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $141,179
13.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,505,063
Total Liabilities $10,014
Net Assets $19,495,049

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$465,206
Expenses
$978,695
Net Income
-$513,489
Net Assets
$20,303,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $300
0.1%
Program Services $0
Investment Income $300,013
64.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $164,893
35.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,312,071
Total Liabilities $8,311
Net Assets $20,303,760

Document Links

Fiscal Year Ending June
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 June
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 June
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 June
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 June
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 June
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 June
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 June
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 June
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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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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