LAKE COUNTY BAR FOUNDATION

EIN: 237094399 501(c)(3) Education

WAUKEGAN, IL

Total Revenue
$497,206
Total Expenses
$130,046
Total Assets
$1,765,698
Net Assets
$1,532,509
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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
IL
Principal Officer
JOANNA FRATINNI
Phone
8472443143
Tax Period
2023-07-01 to 2024-06-30

LAKE COUNTY BAR FOUNDATION, founded in 1960, is a small nonprofit in the Education sector that reported $118K in total revenue in fiscal year 2018. Expenses of $149K exceeded revenue, resulting in a 26% operating deficit.

Mission

THE FOUNDATION WAS ESTABLISHED IN 1960 TO PROMOTE THE EDUCATION OF LAWYERS AND ADVANCE THE SCIENCE OF JURISPRUDENCE. THE PURPOSES OF THE FOUNDATION ARE: (A) PROMOTING THE CHARITABLE, EDUCATIONAL, SCIENTIFIC AND LITERARY MISSION OF THE LAKE COUNTY BAR ASSOCIATION; (B) IMPROVING AND FACILITATING THE ADMINISTRATION OF JUSTICE; (C) PROMOTING THE STUDY AND RESEARCH OF LAW, THE DIFFUSION OF LEGAL KNOWLEDGE AND THE CONTINUING EDUCATION OF LAWYERS; (D) PUBLISHING AND DISTRIBUTING ADDRESSES, REPORTS, TREASTISES AND OTHER LITERARY WORKS ON LEGAL SUBJECTS; (E) ACQUIRING, PRESERVING AND EXHIBITING RARE BOOKS AND DOCUMENTS, OBJECTS OF ART, AND ITEMS OF CULTURAL OR HISTORICAL INTEREST TO THE LAKE COUNTY COMMUNITY AND/OR HAVING LEGAL SIGNIFICANCE OR BEARING ON THE ADMINISTRATION OF JUSTICE; (F) PROVIDING FINANCIAL ASSISTANCE TO LAKE COUNTY BAR ASSOCIATION ("THE ASSOCIATION") ATTORNEY MEMBERS IN NEED AS DETERMINED SOLELY AT THE DISCRETION OF THE TRUSTEES OF THE FOUNDATION (THE "TRUSTEES"); (G) PURCHAS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $398,227
Program Service Revenue $0
Investment Income $6,237
Other Revenue $92,742
TOTAL REVENUE $497,206

Expense Breakdown

Grants Paid $36,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $41,865
Other Expenses $94,046
TOTAL EXPENSES $130,046

Year-over-Year Comparison

2023 2022 Change
Revenue $497,206 $318,384 +0.6%
Expenses $130,046 $117,009 +0.1%
Net Income $367,160 $201,375 +0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
20
Independent Members
20
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOANN FRATIANNI President 1.00
Officer Director
$0 $0 $0
KRISTIE FINGERHUT Vice President 1.00
Officer Director
$0 $0 $0
PERRY SMITH JR Treasurer 1.00
Officer Director
$0 $0 $0
SHYAMA PARIKH Secretary 1.00
Officer Director
$0 $0 $0
NICHOLAS RIEWER Past President 1.00
Officer Director
$0 $0 $0
JENNIFER ASHLEY Trustee 1.00
Director
$0 $0 $0
LOUISE HAYES Trustee 1.00
Director
$0 $0 $0
SCOTT GIBSON Trustee 1.00
Director
$0 $0 $0
DAVID GORDON Trustee 1.00
Director
$0 $0 $0
KEITH GRANT Trustee 1.00
Director
$0 $0 $0
FREDRIC LESSER Trustee 1.00
Director
$0 $0 $0
KEVIN BERRELL Trustee 1.00
Director
$0 $0 $0
MICHAEL ORI Trustee 1.00
Director
$0 $0 $0
JOHN QUINN SR Trustee 1.00
Director
$0 $0 $0
DAVID STEPANICH Trustee 1.00
Director
$0 $0 $0
NANDIA BLACK Trustee 1.00
Director
$0 $0 $0
MICHAEL NERHEIM Trustee 1.00
Director
$0 $0 $0
ERIC RINEHART Trustee 1.00
Director
$0 $0 $0
MELANIE RUMMEL Trustee 1.00
Director
$0 $0 $0
STEVEN McCOLLUM Trustee 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $497,206 $130,046 $1,765,698 $367,160
2023 $318,384 $117,009 $1,543,972 $201,375
2022 $139,527 $108,238 $1,365,645 $31,289
2021 $95,424 $112,228 $1,357,755 $-16,804
2020 $70,571 $99,789 $1,414,787 $-29,218
2019 $118,255 $148,751 $1,492,219 $-30,496
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