Forest Bluff School Inc
- Assets
- $12.8m
- Revenue
- $2.2m
- Investments
- $0.0
- Employees
- 33
- Location
- Lake Bluff, IL
- Founding
- 09/1985
- Data as of
- 06/2022
- EIN
- 36-3188563
Organization Overview
Forest Bluff School Inc is located in Lake Bluff, IL. The organization was established in 1985. According to its NTEE Classification (B99) the organization is classified as: Education N.E.C., under the broad grouping of Education and related organizations. As of 06/2022, Forest Bluff School Inc employed 33 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Forest Bluff School Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Forest Bluff School Inc generated $2.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.3% each year. All expenses for the organization totaled $2.0m during the year ending 06/2022. While expenses have increased by 3.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PRIVATE MONTESSORI BASED ELEMENTARY SCHOOL
Describe the Organization's Program Activity:
Part 3 - Line 4a
FOREST BLUFF SCHOOL IS A PRIVATE, MONTESSORI BASED, SCHOOL SERVICING LAKE FOREST/LAKE BLUFF, ILLINOIS COMMUNITIES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Laura Earls Smyczek Head Of School | Officer | 0 | $86,426 |
Helen Lynn Jessen VP Secretary Admissions Dir | OfficerTrustee | 40 | $55,625 |
Paula Preschlack President And Head Of School | OfficerTrustee | 40 | $29,873 |
Paula Lillard Treasurer | OfficerTrustee | 20 | $0 |
Ned Jessen Director | Trustee | 0 | $0 |
Mark Ahern Director | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $32,714 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $32,714 |
| Total Program Service Revenue | $1,884,283 |
| Investment income | $135,757 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $186,971 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,239,725 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $171,924 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,133,384 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $193,467 |
| Payroll taxes | $95,292 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $6,760 |
| Fees for services: Accounting | $5,662 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $69,550 |
| Fees for services: Other | $4,699 |
| Advertising and promotion | $11,288 |
| Office expenses | $9,960 |
| Information technology | $4,380 |
| Royalties | $0 |
| Occupancy | $48,582 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $95,028 |
| Insurance | $24,910 |
| All other expenses | $18,430 |
| Total functional expenses | $2,045,429 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,706,458 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $10,000 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $14,928 |
| Net Land, buildings, and equipment | $3,175,637 |
| Investments—publicly traded securities | $5,920,529 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $12,827,552 |
| Accounts payable and accrued expenses | $61,240 |
| Grants payable | $0 |
| Deferred revenue | $1,389,512 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $416,000 |
| Total liabilities | $1,866,752 |
| Net assets without donor restrictions | $5,265,510 |
| Net assets with donor restrictions | $5,695,290 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $12,827,552 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Forest Bluff School Inc has recieved totaling $2,961.
| Awarding Organization | Amount |
|---|---|
The Donnelley Foundation Chicago, IL PURPOSE: UNRESTRICTED | $2,000 |
Red Bird Hollow Foundation Lake Forest, IL PURPOSE: CHARITABLE | $784 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $177 |
Endowment Analysis
| Beg. Balance | $7,507,575 |
| Earnings | -$1,590,382 |
| Admin Expense | $69,550 |
| Other Expense | $200,000 |
| Ending Balance | $5,647,643 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Lycee Francais De Chicago Inc Chicago, IL | $48,724,560 | $20,322,112 |
Strada Collaborative Inc Indianapolis, IN | $87,757,237 | $36,146,755 |
Sertoma Centre Inc Alsip, IL | $22,208,490 | $17,472,414 |
Connected Nation Inc Bowling Green, KY | $5,021,239 | $16,572,653 |
National Association Of State Procurement Officials Lexington, KY | $137,920,901 | $31,374,950 |
Cross Trails Medical Center Cape Girardeau, MO | $16,622,925 | $13,747,968 |
Institute For Quality Education Inc Indianapolis, IN | $12,107,092 | $12,010,135 |
Lac Courte Oreilles Ojibwe School Hayward, WI | $14,755,136 | $9,679,407 |
School Smart Kc Inc Kansas City, MO | $7,202,506 | $7,640,451 |
Illinois Cpa Society Chicago, IL | $13,009,574 | $9,942,006 |
Bowling Green Warren County Primary Care Center Inc Bowling Green, KY | $15,935,520 | $7,530,325 |
Chicago Bar Foundation Chicago, IL | $2,729,689 | $8,402,012 |