NORTH CHICAGO COMMUNITY PARTNERS NFP: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NORTH CHICAGO COMMUNITY PARTNERS NFP (EIN 26-3242399)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-08-31
- IRS object ID
- 202212439349100016
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-31T14:29:29-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER COOPER & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 Lake Cook Road Suite 400 | AddressLine1Txt |
| City | Deerfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263242399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | North Chicago Community Partners | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GREEN BAY MANAGEMENT COMPANY | InCareOfNm |
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 8475821358 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Skokie Highway Suite D | AddressLine1Txt |
| City | Lake Bluff | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Gorter Krey | PersonNm |
| Person Title | Chairman/Director | PersonTitleTxt |
| Phone | 8475821358 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mary | PersonFirstNm |
| Person Last | Gorter Krey | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Hodges | PreparerPersonNm |
| PTIN | P00742715 | PTIN |
| Phone | 8472055000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,711,383 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,268,893 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $733 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $19 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $9,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,154 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,127 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,120 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,280,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,127 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,225,565 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,225,565 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $195,740 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $195,740 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,446 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,446 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,042 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $65,852 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $65,852 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $97 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $97 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $505,894 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $505,894 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,175,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,161,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,175,651 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,161,609 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $105,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,127 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $350 | CashBOYAmt |
| Cash EOY | $350 | CashEOYAmt |
| Cash EOYFMV | $350 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,278,271 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,679,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,679,014 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,423 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,265 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,423 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,423 | AcctRcvblEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $154,584 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $124,988 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $37,052 | LandBOYAmt |
| Land EOY | $29,596 | LandEOYAmt |
| Land EOYFMV | $29,596 | LandEOYFMVAmt |
| Total Assets BOY | $1,316,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,711,383 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,711,383 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $291,442 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $590,194 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $291,442 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $590,194 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $652,011 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $910,351 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $373,485 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $210,838 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,025,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,121,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,316,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,711,383 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,025,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $105,241 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,130,737 | SubtotalAmt |
| Other Decreases | $9,548 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,121,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $9,154 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,127 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,127 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,127 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $127 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $127 | SubtotalAmt |
| Tax Based On Investment Income | $127 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $127 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN BAY MANAGEMENT COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8475821358 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 SKOKIE HIGHWAY SUITE D | AddressLine1Txt |
| City | LAKE BLUFF | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Mary G Krey | |||||||||
| c/o Green Bay Management Company | 855 Skokie Highway Ste D | lake bluff | IL | 60044 | Chairman/Director | 5.0 | $0 | $0 | $0 |
| James P Gorter | |||||||||
| c/o Green Bay Management Company | 855 Skokie Highway Ste D | Lake Bluff | IL | 60044 | Secretary/Director | 5.0 | $0 | $0 | $0 |
| Jennifer K Grumhaus | |||||||||
| C/O Green Bay management Company | 855 Skokie Highway Ste D | Lake Bluff | IL | 60044 | Executive Director | 40.0 | $150,000 | $14,979 | $480 |
| Elizabeth Hough | |||||||||
| C/O Green Bay management Company | 855 Skokie Highway Ste D | Lake Bluff | IL | 60044 | Director | 0.5 | $0 | $0 | $0 |
| Tony Hoban | |||||||||
| C/O Green Bay Management Company | 855 Skokie Highway Ste D | Lake Bluff | IL | 60044 | Treasurer/Director | 5.0 | $0 | $0 | $0 |
| Kim Taylor-Smith | |||||||||
| C/O Green Bay Management Company | 855 Skokie Highway Ste D | Lake Bluff | IL | 60044 | Director | 0.5 | $0 | $0 | $0 |
| Audrey F Gorter | |||||||||
| c/o Green Bay Management Company | 855 Skokie Highway Ste D | Lake Bluff | IL | 60044 | Director | 5.0 | $0 | $0 | $0 |
| David F Gorter | |||||||||
| C/O Green Bay Management Company | 855 Skokie Highway Ste D | Lake Bluff | IL | 60044 | Secretary/Director | 5.0 | $0 | $0 | $0 |
| Jack E Frigo | |||||||||
| C/O Green Bay management Company | 855 Skokie Highway Ste D | Lake Bluff | IL | 60044 | Director | 0.5 | $0 | $0 | $0 |
| Susan Garrett | |||||||||
| C/O Green Bay management Company | 855 Skokie Highway Ste D | Lake Bluff | IL | 60044 | Director | 0.5 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KELLY GALLEGO | ||||||||
| 855 SKOKIE HIGHWAY STE D | LAKE BLUFF | IL | 60044 | PROGRAM DIRECTOR | 40.0 | $82,154 | $5,751 | $480 |
| CATRINA CLARK | ||||||||
| 855 SKOKIE HIGHWAY STE D | LAKE BLUFF | IL | 60044 | PROGRAM DIRECTOR | 40.0 | $54,596 | $1,673 | $480 |
| FRANCESCA COPELLO | ||||||||
| 855 SKOKIE HIGHWAY STE D | LAKE BLUFF | IL | 60044 | DIRECTOR, STRATEGIC | 40.0 | $56,666 | $5,057 | $280 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT ATTACHED | Description1Txt |
| Expenses1 | $2,161,609 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,017 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,731,438 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,781 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,809,236 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,809,236 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,139 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,782,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,161,609 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,161,609 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,161,609 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $89,105 | CurrentYearAmt |
| Total | $89,105 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $75,739 | CurrentYearAmt |
| Total | $75,739 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,161,609 | CurrentYearAmt |
| Total | $2,161,609 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distri Not Used Drt | QualifyingDistriNotUsedDrtGrp |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,161,609 | CurrentYearAmt |
| Total | $2,161,609 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,711,383 | CurrentYearAmt |
| Total | $1,711,383 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Two Thirds Minimum Invst Ret | TwoThirdsMinimumInvstRetGrp |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES P GORTER | ContributingManagerNm |
| Contributing Manager | CO GREEN BAY MANAGEMENT COMPANY | ContributingManagerNm |
| Contributing Manager | 855 SKOKIE HIGHWAY STE D | ContributingManagerNm |
| Contributing Manager | LAKE BLUFF IL 60044 | ContributingManagerNm |
| Contributing Manager | JENNIFER K GRUMHAUS | ContributingManagerNm |
| Contributing Manager | CO GREEN BAY MANAGEMENT COMPANY | ContributingManagerNm |
| Contributing Manager | 855 SKOKIE HIGHWAY STE D | ContributingManagerNm |
| Contributing Manager | LAKE BLUFF IL 60044 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $733 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,127 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISC INCOME | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $2,120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,999 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,999 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (44 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GORTER FAMILY FOUNDATION | |||||||
| 1 | 855 SKOKIE HWY STE D | LAKE BLUFF | IL | 60044 | $503,767 | Yes (X) | |
| Jean Frank Mohr Charitable Trust | |||||||
| 2 | 101 N Mayflower Road | Lake Forest | IL | 60045 | $164,835 | Yes (X) | |
| Lake County Community Foundation | |||||||
| 3 | LCCF 114 S Genesee St Suite 505 | Waukegan | IL | 60085 | $25,000 | Yes (X) | |
| Sally B Searle | |||||||
| 4 | 171 W Laurel Ave 1 | Lake Forest | IL | 60045 | $50,000 | Yes (X) | |
| David Mary Grumhaus Fund | |||||||
| 5 | 197 N Green Bay Rd | Lake Forest | IL | 60045 | $11,000 | Yes (X) | |
| Steans Family Foundation | |||||||
| 6 | 50 E Washington St Suite 400 | Chicago | IL | 60602 | $195,000 | Yes (X) | |
| John Kathleen Schreiber Foundatio | |||||||
| 7 | 682 Bank Lane Suite 200 | Lake Forest | IL | 60045 | $100,000 | Yes (X) | |
| The Siragusa Foundation | |||||||
| 8 | ONE EAST WACKER DRIVE SUITE 2910 | Chicago | IL | 60601 | $10,000 | Yes (X) | |
| Church Of the Holy Spirit | |||||||
| 9 | 400 E Westminster Rd | Lake Forest | IL | 60045 | $10,500 | Yes (X) | |
| Abbvie Foundation | |||||||
| 10 | 1 N Waukegan Rd | North Chicago | IL | 60064 | $575,000 | Yes (X) | |
| Hoban Family Foundation | |||||||
| 11 | 150 N Riverside Plaza 26th Floor | Chicago | IL | 60606 | $30,000 | Yes (X) | |
| Discover Financial Services | |||||||
| 12 | 2500 Lake Cook Road | Riverwoods | IL | 60015 | $14,532 | Yes (X) | |
| John H Krehbiel Jr | |||||||
| 13 | 930 East Rosemary Road | Lake Forest | IL | 60045 | $25,000 | Yes (X) | |
| North Chicago Community School Dist | |||||||
| 14 | 2000 Lewis Avenue | North Chicago | IL | 60064 | $10,680 | Yes (X) | |
| Red Bird Hollow Foundation | |||||||
| 15 | 1340 North Waukegan Road | Lake Forest | IL | 60045 | $5,000 | Yes (X) | |
| Wesley Family Foundation | |||||||
| 16 | 225 W Westminster | Lake Forest | IL | 60045 | $5,000 | Yes (X) | |
| William Mynatt | |||||||
| 17 | 1 Corporate Drive Suite 360 | Lake Zurich | IL | 60047 | $10,000 | Yes (X) | |
| Abbvie Inc | |||||||
| 18 | 1 Waukegan Road | North Chicago | IL | 60064 | $20,000 | Yes (X) | |
| The Schroeder Foundation | |||||||
| 19 | 765 N Sheridan Road | Lake Forest | IL | 60045 | $10,000 | Yes (X) | |
| Baxter International Foundation | |||||||
| 20 | 300 Brickstone Sq Ste 601 | Andover | MA | 01810 | $50,500 | Yes (X) | |
| Fulk Family Foundation | |||||||
| 21 | 150 S Wacker Dr | CHICAGO | IL | 60606 | $75,000 | Yes (X) | |
| Andy Betsy Rosenfield | |||||||
| 22 | 10 West Deerpath Road | Lake Forest | IL | 60045 | $5,000 | Yes (X) | |
| David Pamela Waud | |||||||
| 23 | 408 E Illinois Road | Lake Forest | IL | 60045 | $5,250 | Yes (X) | |
| Karen John Crotty Foundation | |||||||
| 24 | 709 Mountain Road | Lake Bluff | IL | 60044 | $10,000 | Yes (X) | |
| Steven King | |||||||
| 25 | 16713 W Orchard Valley Dr | Gurnee | IL | 60031 | $5,142 | Yes (X) | |
| Rebecca L K Blair Nagel | |||||||
| 26 | 246 West Laurel Ave | Lake Forest | IL | 60045 | $5,000 | Yes (X) | |
| Anne David White | |||||||
| 27 | 1595 Cypress Pointe Dr | Vernon Hills | IL | 60061 | $7,500 | Yes (X) | |
| Anne Stewart | |||||||
| 28 | 326 E North Ave | Lake Bluff | IL | 60044 | $5,000 | Yes (X) | |
| Bill Bartholomay Foundation | |||||||
| 29 | 233 S Wacker Drive Ste 1800 | Chciago | IL | 60606 | $5,000 | Yes (X) | |
| Butler Family Foundation | |||||||
| 30 | 501 Silverside Road Ste 123 | Wilmington | DE | 19809 | $26,000 | Yes (X) | |
| Fidelity Charitable | |||||||
| 31 | PO Box 770001 | Cincinnati | OH | 45277 | $21,500 | Yes (X) | |
| James Kathleen Warfield | |||||||
| 32 | 140 E Franklin Pl 203 | Lake Forest | IL | 60045 | $5,000 | Yes (X) | |
| John B Madonna Merritt | |||||||
| 33 | 515 Cambridge | Lake Bluff | IL | 60044 | $7,000 | Yes (X) | |
| Kiki and Bill Smith | |||||||
| 34 | 1555 Hickory Lane | Winnetka | IL | 60093 | $5,000 | Yes (X) | |
| Mike Steele | |||||||
| 35 | 196 Gomez Road | Hobe Sound | FL | 33455 | $5,000 | Yes (X) | |
| Northern Illinois Food Bank | |||||||
| 36 | 440 Keller Drive | Park City | IL | 60085 | $15,025 | Yes (X) | |
| Richard Cynthia Morehead | |||||||
| 37 | 14 Forest Hills Road | Lake Bluff | IL | 60044 | $10,000 | Yes (X) | |
| Schultz Family Foundation | |||||||
| 38 | 604 Walnut Ave | Lake Bluff | IL | 60044 | $12,500 | Yes (X) | |
| Schwab Charitable | |||||||
| 39 | 211 Main Street | San Francisco | CA | 94105 | $17,500 | Yes (X) | |
| St James Lutheran Church | |||||||
| 40 | 1380 N Waukegan Road | Lake Forest | IL | 60045 | $8,129 | Yes (X) | |
| The Benevity Community Impact Fund | |||||||
| 41 | 40 East Main Street Ste 887 | Newark | DE | 19711 | $13,177 | Yes (X) | |
| The Blackbaud Giving Fund | |||||||
| 42 | 2000 Daniel Island Drive Ste 100 | Charleston | SC | 29492 | $31,915 | Yes (X) | |
| TrustMark Foundation | |||||||
| 43 | 400 Field Dr | Lake Forest | IL | 60045 | $7,500 | Yes (X) | |
| Woodward Family Foundation | |||||||
| 44 | 1435 N Lake Road | Lake Forest | IL | 60045 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 25 | ContributorNum |
| Noncash Property | 44 Shares of Apple, Inc. Stock | NoncashPropertyDesc |
| Fair Market Value | $5,142 | FairMarketValueAmt |
| Received | 2020-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,446 | Amt |
| Disbursements Charitable Prps | $18,446 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LAPTOP COMPUTER | 2008-09-25 | $1,680 | $1,680 | SL | 5 | |
| FURNITURE | 2008-11-01 | $2,387 | $2,387 | SL | 7 | |
| COMPUTER SOFTWARE | 2009-07-21 | $5,681 | $5,681 | SL | 3 | |
| COMPUTER | 2009-07-14 | $1,473 | $1,473 | SL | 5 | |
| MINI COMPUTERS | 2009-09-26 | $2,327 | $2,327 | SL | 5 | |
| SHELVING UNIT | 2009-05-19 | $2,201 | $2,201 | SL | 7 | |
| SERVERS | 2010-02-05 | $10,259 | $10,259 | SL | 5 | |
| KITCHEN/BATHROOM | 2010-02-24 | $4,906 | $1,302 | SL | 39 | $126 |
| NEW OFFICE/DOORWAY | 2010-08-25 | $1,690 | $423 | SL | 39 | $43 |
| SOFTWARE | 2013-10-05 | $13,440 | $13,440 | SL | 3 | |
| MISC COMPUTERS | 2014-04-08 | $2,139 | $2,139 | M5 | ||
| CLOUD 4 GOOD- WEBS | 2014-05-08 | $12,096 | $12,096 | SL | 3 | |
| EQUIPMENT | 2008-09-25 | $4,464 | $4,464 | SL | 5 | |
| SOFTWARE | 2015-04-21 | $1,175 | $1,175 | SL | 3 | |
| FURNITURE | 2016-03-31 | $900 | $548 | SL | 7 | $129 |
| COMPUTERS | 2016-01-14 | $7,069 | $6,363 | SL | 5 | $706 |
| SOFTWARE | 2015-08-06 | $2,140 | $2,140 | SL | 3 | |
| SOFTWARE | 2016-06-01 | $5,700 | $5,700 | SL | 3 | |
| FURNITURE | 2016-09-28 | $400 | $214 | SL | 7 | $57 |
| SOFTWARE | 2016-09-12 | $9,200 | $9,200 | SL | 3 | |
| COMPUTER | 2017-03-19 | $1,297 | $842 | SL | 5 | $259 |
| COMPUTER EQUIPMENT | 2016-04-14 | $2,140 | $1,819 | SL | 5 | $321 |
| COMPUTERS | 2013-08-07 | $4,915 | $3,915 | M5 | ||
| FURNITURE | 2017-09-22 | $2,065 | $811 | SL | 7 | $295 |
| SERVER EQUIPMENT | 2017-10-19 | $4,227 | $2,254 | SL | 5 | $845 |
| COMPUTERS | 2018-02-22 | $4,156 | $1,939 | SL | 5 | $831 |
| SOFTWARE & LICENSE | 2017-11-03 | $1,144 | $1,016 | SL | 3 | $128 |
| OFFICE365 SOFTWARE | 2018-01-05 | $1,980 | $1,650 | SL | 3 | $330 |
| DATA EQUIPMENT | 2017-11-03 | $3,040 | $1,621 | SL | 5 | $608 |
| COMPUTER | 2018-07-15 | $751 | $300 | SL | 5 | $150 |
| COMPUTER | 2018-09-21 | $997 | $349 | SL | 5 | $199 |
| COMPUTER | 2018-12-07 | $127 | $40 | SL | 5 | $25 |
| COMPUTER | 2018-12-16 | $739 | $222 | SL | 5 | $148 |
| SOFTWARE | 2018-07-26 | $11,474 | $7,331 | SL | 3 | $3,825 |
| LENOVO LAPTOPS | 2019-08-09 | $5,433 | $996 | SL | 5 | $1,087 |
| LAPTOP COMPUTERS | 2020-03-31 | $731 | $37 | SL | 5 | $146 |
| CLOUD MANAGED SWIT | 2019-07-25 | $1,240 | $379 | SL | 3 | $413 |
| GATEWAY SECURITY | 2019-10-29 | $2,349 | $522 | SL | 3 | $783 |
| FURNITURE | 2021-06-15 | $4,500 | SL | 7 | $54 | |
| COMPUTER | 2021-02-09 | $3,767 | SL | 5 | $314 | |
| COMPUTERS | 2018-07-23 | $1,104 | $423 | SL | 5 | |
| COMPUTERS | 2018-07-23 | $11,100 | $4,255 | SL | 5 | $2,220 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $9,548 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (26 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| UTILITIES | $9,055 | $9,055 |
| SECURITY | $1,036 | $1,036 |
| TELEPHONE | $18,795 | $18,795 |
| CLEANING | $5,487 | $5,487 |
| REPAIRS & MAINTENANCE | $2,071 | $2,071 |
| SUPPLIES | $8,867 | $8,867 |
| POSTAGE | $1,930 | $1,930 |
| INSURANCE | $21,378 | $21,378 |
| COPYING | $20,602 | $20,602 |
| COMPUTER EXPENSE | $29,555 | $29,555 |
| PAYROLL SERVICE | $5,284 | $5,284 |
| HR EXPENSE | $4,439 | $4,439 |
| DUES & SUBSCRIPTIONS | $1,945 | $1,945 |
| TRAINING | $10,174 | $10,174 |
| STORAGE | $4,340 | $4,340 |
| DEVELOPMENT EXPENSE | $3,869 | $3,869 |
| VOLUNTEER EXPENSE | $4,033 | $4,033 |
| BANK FEES | $1,218 | $1,218 |
| AFTER SCHOOL PROGRAM EXPENSES: | ||
| -COMMUNITY SCHOOL PROJECTS | $70,818 | $70,818 |
| -COMMUNITY SCHOOL EVENTS | $6,073 | $6,073 |
| -COMMUNITY/PARTNER EVENTS | $262,659 | $262,659 |
| ADMIN COSTS | $565 | $565 |
| MARKETING | $9,960 | $9,960 |
| EQUIPMENT | $60 | $60 |
| LOSS ON DISPOSAL OF ASSET | $1,681 | $1,681 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Misc Income | Desc |
| Revenue And Expenses Per Books | $2,120 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SBA PPP LOAN | Desc |
| BOY Book Value | $291,442 | BOYBookValueAmt |
| EOY Book Value | $590,194 | EOYBookValueAmt |