NORTH CHICAGO COMMUNITY PARTNERS NFP: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NORTH CHICAGO COMMUNITY PARTNERS NFP (EIN 26-3242399)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-12-13
- IRS object ID
- 201843479349100104
- Schema version
- 2017v2.3
- 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 Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-12-13T12:40:39-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | 2018-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Hodges | PreparerPersonNm |
| PTIN | P00742715 | PTIN |
| Phone | 8472055000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.40.81.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 15866820183475000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-12-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6F22EA64D3D5E90CDC220B10E74FA88C0CA38C1D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5560F586669BEF2A56C0DDD84B04149325F3F085 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $2,080,829 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $82 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,437 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $876 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,087,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,519 | 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 | $1,336,982 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,336,982 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $107,784 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $107,784 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,796 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,796 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $168 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $168 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $431 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $431 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,288 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,175 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,175 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $429,751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $429,751 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,053,375 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,042,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,053,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,042,087 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,849 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,519 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $469 | CashBOYAmt |
| Cash EOY | $350 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $207,103 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $215,298 | SavAndTempCashInvstEOYAmt |
| Acct Rcvbl | $2,303 | AcctRcvblAmt |
| Acct Rcvbl BOY | $287 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,303 | AcctRcvblEOYAmt |
| Prepaid Expenses EOY | $12,954 | PrepaidExpensesEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $116,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $82,627 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $28,340 | LandBOYAmt |
| Land EOY | $33,664 | LandEOYAmt |
| Total Assets BOY | $236,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $264,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $236,199 | CapitalStockBOYAmt |
| Capital Stock EOY | $264,569 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $236,199 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $264,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $236,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $264,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $236,199 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,849 | ExcessRevenueOverExpensesAmt |
| Subtotal | $270,048 | SubtotalAmt |
| Other Decreases | $5,479 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $264,569 | 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 |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $5,437 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,437 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,437 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,437 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,906,256 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $195,754 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 9.738018 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,697,944 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $148,983 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 11.396898 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,538,331 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $256,603 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.994984 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,322,073 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $158,438 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 8.344419 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $913,924 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $178,389 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 5.123208 | DistributionYr5Rt |
| Total Distribution | 40.597527 | TotalDistributionRt |
| Average Distribution | 8.119505 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $218,379 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,773,129 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $55 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,773,184 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,042,087 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $55 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $55 | SubtotalAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $75 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $75 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $20 | RefundAmt |
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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 | Treasurer/Director | 5.0 | $0 | $0 | $0 |
| Audrey F Gorter | |||||||||
| c/o Green Bay Management Company | 855 Skokie Highway Ste D | Lake Bluff | IL | 60044 | Director | 0.5 | $0 | $0 | $0 |
| David F Gorter | |||||||||
| C/O Green Bay Management Company | 855 Skokie Highway Ste D | Lake Bluff | IL | 60044 | Secretary/Director | 2.0 | $0 | $0 | $0 |
| Jennifer K Grumhaus | |||||||||
| C/O Green Bay management Company | 855 Skokie Highway Ste D | Lake Bluff | IL | 60044 | Executive Director | 60.0 | $150,000 | $1,154 | $480 |
| Jack E Frigo | |||||||||
| C/O Green Bay management Company | 855 Skokie Highway Ste D | Lake Bluff | IL | 60044 | Director | 0.5 | $0 | $0 | $0 |
| Claudia Wyatt-Johnson | |||||||||
| 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 (2 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 | $65,923 | $500 | $480 |
| EL DASHEON NIX | ||||||||
| 855 SKOKIE HIGHWAY STE D | LAKE BLUFF | IL | 60044 | RELATIONS DIRECTOR | 40.0 | $56,261 | $480 | |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT ATTACHED | Description1Txt |
| Expenses1 | $2,042,087 | 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 | $186,001 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,704 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $221,705 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $221,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,326 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $218,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,919 | 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 | $2,042,087 | 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 | $2,042,087 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $55 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,042,032 | 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 | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,024,517 | CurrentYearAmt |
| Year1 | $1,906,272 | Year1Amt |
| Year2 | $1,698,135 | Year2Amt |
| Year3 | $1,538,371 | Year3Amt |
| Total | $7,167,295 | 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 | $2,024,517 | CurrentYearAmt |
| Year1 | $1,906,272 | Year1Amt |
| Year2 | $1,698,135 | Year2Amt |
| Year3 | $1,538,371 | Year3Amt |
| Total | $7,167,295 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $251,342 | CurrentYearAmt |
| Year1 | $236,199 | Year1Amt |
| Year2 | $179,706 | Year2Amt |
| Year3 | $210,469 | Year3Amt |
| Total | $877,716 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $251,342 | CurrentYearAmt |
| Year1 | $236,199 | Year1Amt |
| Year2 | $179,706 | Year2Amt |
| Year3 | $210,469 | Year3Amt |
| Total | $877,716 | 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 | $82 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 | $5,437 | 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 | $876 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,395 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,395 | 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 (26 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GORTER FAMILY FOUNDATION | ||||||
| 1 | 855 SKOKIE HWY STE D | LAKE BLUFF | IL | 60044 | $717,111 | Yes (X) |
| Jean Frank Mohr Charitable Trust | ||||||
| 2 | 101 N Mayflower Road | Lake Forest | IL | 60045 | $25,000 | Yes (X) |
| Lake County Community Foundation | ||||||
| 3 | LCCF 114 S Genesee St Suite 505 | Waukegan | IL | 60085 | $10,000 | Yes (X) |
| DR Fund | ||||||
| 4 | 500 W Monroe Suite 2660 | Chicago | IL | 60661 | $10,000 | Yes (X) |
| Searle Family Trust | ||||||
| 5 | 171 W Laurel Ave 1 | Lake Forest | IL | 60045 | $50,000 | Yes (X) |
| Jennifer David Grumhaus Jr Found | ||||||
| 6 | 487 Walnut Road | Lake Forest | IL | 60045 | $7,500 | Yes (X) |
| DM Grumhaus Fund | ||||||
| 7 | 197 N Green Bay Rd | Lake Forest | IL | 60045 | $11,000 | Yes (X) |
| John Kathleen Schreiber Foundatio | ||||||
| 8 | 682 Bank Lane Suite 200 | Lake Forest | IL | 60045 | $25,000 | Yes (X) |
| Bessemer Trust | ||||||
| 9 | 196 Gomez Road | Hobe Sound | FL | 33455 | $5,000 | Yes (X) |
| The Siragusa Foundation | ||||||
| 10 | ONE EAST WACKER DRIVE SUITE 2910 | Chicago | IL | 60601 | $10,000 | Yes (X) |
| Church Of the Holy Spirit | ||||||
| 11 | 400 E Westminster Rd | Lake Forest | IL | 60045 | $6,500 | Yes (X) |
| Abbvie Foundation | ||||||
| 12 | 1 N Waukgean Rd | North Chicago | IL | 60064 | $700,000 | Yes (X) |
| Hoban Family Foundation | ||||||
| 13 | 150 N Riverside Plaza 26th Floor | Chicago | IL | 60606 | $40,000 | Yes (X) |
| Discover Financial Services | ||||||
| 14 | 2500 Lake Cook Road | Riverwoods | IL | 60015 | $34,365 | Yes (X) |
| Krehbiel Family | ||||||
| 15 | 930 East Rosemary Road | Lake Forest | IL | 60045 | $25,000 | Yes (X) |
| The Chicago Community Foundation | ||||||
| 16 | 225 N Michigan Ave Suite 2200 | Chicago | IL | 60601 | $100,000 | Yes (X) |
| North Chicago Community School Dist | ||||||
| 17 | 2000 Lewis Avenue | North Chicago | IL | 60064 | $100,000 | Yes (X) |
| National Inventors Hall of Fame In | ||||||
| 18 | 3701 Highland Park NW | North Canton | OH | 44720 | $13,050 | Yes (X) |
| Red Bird Hollow Foundation | ||||||
| 19 | 1340 North Waukegan Road | Lake Forest | IL | 60045 | $10,000 | Yes (X) |
| Matthew Nagel | ||||||
| 20 | PO Box 1 | Lake Forest | IL | 60045 | $10,000 | Yes (X) |
| Wintrust Financial Corp | ||||||
| 21 | 9700 W Higgins Road 730 | Rosemont | IL | 60018 | $25,000 | Yes (X) |
| NetJets Aviation Inc | ||||||
| 22 | PO Box 369099 | Columbus | OH | 432369099 | $10,000 | Yes (X) |
| Barry Maclean | ||||||
| 23 | 15330 Old School Rd | Mettawa | IL | 60648 | $5,000 | Yes (X) |
| Norman Wesley | ||||||
| 24 | 225 W Westminster | Lake Forest | IL | 60045 | $5,000 | Yes (X) |
| Abbvie Inc | ||||||
| 25 | 1 Waukegan Road | North Chicago | IL | 60064 | $9,011 | Yes (X) |
| Abbvie Employee Engagement Fund | ||||||
| 26 | 1 Waukegan Road | North Chicago | IL | 60064 | $6,770 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,796 | Amt |
| Disbursements Charitable Prps | $15,796 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (29 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 | $924 | SL | 39 | $126 |
| NEW OFFICE/DOORWAY | 2010-08-25 | $1,690 | $294 | SL | 39 | $43 |
| SOFTWARE | 2013-10-05 | $13,440 | $13,440 | SL | 3 | |
| MISC COMPUTERS | 2014-04-08 | $2,139 | $1,701 | M5 | $234 | |
| 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 | $849 | SL | 3 | $326 |
| FURNITURE | 2016-03-31 | $900 | $161 | SL | 7 | $129 |
| COMPUTERS | 2016-01-14 | $7,069 | $2,121 | SL | 5 | $1,414 |
| SOFTWARE | 2015-08-06 | $2,140 | $1,367 | SL | 3 | $713 |
| SOFTWARE | 2016-06-01 | $5,700 | $2,058 | SL | 3 | $1,900 |
| FURNITURE | 2016-09-28 | $400 | $43 | SL | 7 | $57 |
| SOFTWARE | 2016-09-12 | $9,200 | $2,556 | SL | 3 | $3,067 |
| COMPUTER | 2017-03-19 | $1,297 | $65 | SL | 5 | $259 |
| COMPUTER EQUIPMENT | 2016-04-14 | $2,140 | $535 | SL | 5 | $428 |
| COMPUTERS | 2013-08-07 | $4,915 | $3,306 | M5 | $541 | |
| FURNITURE | 2017-09-22 | $2,065 | SL | 7 | $221 | |
| SERVER EQUIPMENT | 2017-10-19 | $4,227 | SL | 5 | $564 | |
| COMPUTERS | 2018-02-22 | $4,156 | SL | 5 | $277 | |
| SOFTWARE & LICENSE | 2017-11-03 | $1,144 | SL | 3 | $254 | |
| OFFICE365 SOFTWARE | 2018-01-05 | $1,980 | SL | 3 | $330 | |
| DATA EQUIPMENT | 2017-11-03 | $3,040 | SL | 5 | $405 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $5,479 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| UTILITIES | $7,593 | $0 | $0 | $7,593 |
| SECURITY | $992 | $992 | ||
| TELEPHONE | $12,564 | $12,564 | ||
| CLEANING | $5,523 | $5,523 | ||
| REPAIRS & MAINTENANCE | $5,575 | $5,575 | ||
| SUPPLIES | $13,991 | $13,991 | ||
| POSTAGE | $321 | $321 | ||
| INSURANCE | $20,137 | $20,137 | ||
| COPYING | $22,942 | $22,942 | ||
| COMPUTER EXPENSE | $38,445 | $38,445 | ||
| PAYROLL SERVICE | $5,093 | $5,093 | ||
| HR EXPENSE | $1,896 | $1,896 | ||
| DUES & SUBSCRIPTIONS | $537 | $537 | ||
| TRAINING | $685 | $685 | ||
| STORAGE | $2,451 | $2,451 | ||
| DEVELOPMENT EXPENSE | $23,678 | $23,678 | ||
| VOLUNTEER EXPENSE | $2,087 | $2,087 | ||
| BANK FEES | ||||
| AFTER SCHOOL PROGRAM EXPENSES: | ||||
| -COMMUNITY SCHOOL PROJECTS | $55,544 | $55,544 | ||
| -SUMMER PROGRAM | $5,286 | $5,286 | ||
| -COMMUNITY/PARTNER EVENTS | $201,424 | $201,424 | ||
| ADMIN COSTS | $2,987 | $2,987 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Misc Income | Desc |
| Revenue And Expenses Per Books | $876 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $168 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $168 | DisbursementsCharitablePrpsAmt |