Civic Intelligence

Oak Grove School Education Foundation

990EZ • Fiscal year 2017 • EIN 20-2588681

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization Profilewww.ogsef.org
PO Box 7409Libertyville, IL 60048

(847) 968-2919

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-40%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$107,559

Up $11,676 (+12%) from 2016

Net Assets

Up

$107,559

Up $11,676 (+12%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Down

$31,208

Down $20,662 (-40%) from 2016

Expenses

Down

$19,532

Down $24,629 (-56%) from 2016

Net Income

Up

$11,676

Up $3,967 (+51%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $78,995Liabilities 2012: $02012Assets 2013: $58,734Liabilities 2013: $02013Assets 2014: $103,603Liabilities 2014: $02014Assets 2015: $88,174Net Assets 2015: $88,1742015Assets 2016: $95,883Net Assets 2016: $95,8832016Assets 2017: $107,559Net Assets 2017: $107,5592017Assets 2018: $121,330Net Assets 2018: $121,3302018Assets 2019: $116,649Net Assets 2019: $116,6492019Assets 2020: $106,234Net Assets 2020: $106,2342020Assets 2021: $61,040Net Assets 2021: $61,0402021Assets 2022: $93,258Net Assets 2022: $93,2582022Assets 2023: $81,702Net Assets 2023: $81,7022023Assets 2024: $82,632Net Assets 2024: $82,6322024Assets 2025: $63,296Net Assets 2025: $63,2962025

Highlighted filing

2017

Assets$107,559
Liabilities-
Net Assets$107,559
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2012: $44,391Expenses 2012: $7,437Net Income 2012: $36,9542012Revenue 2013: $8,831Expenses 2013: $29,092Net Income 2013: -$20,2612013Revenue 2014: $55,090Expenses 2014: $7,884Net Income 2014: $47,2062014Revenue 2015: $34,241Expenses 2015: $44,976Net Income 2015: -$10,7352015Revenue 2016: $51,870Expenses 2016: $44,161Net Income 2016: $7,7092016Revenue 2017: $31,208Expenses 2017: $19,532Net Income 2017: $11,6762017Revenue 2018: $43,702Expenses 2018: $29,931Net Income 2018: $13,7712018Revenue 2019: $6,951Expenses 2019: $11,632Net Income 2019: -$4,6812019Revenue 2020: $47,382Expenses 2020: $57,806Net Income 2020: -$10,4242020Revenue 2021: $5,681Expenses 2021: $50,892Net Income 2021: -$45,2112021Revenue 2022: $59,077Expenses 2022: $26,859Net Income 2022: $32,2182022Revenue 2023: $3,515Expenses 2023: $15,071Net Income 2023: -$11,5562023Revenue 2024: $49,651Expenses 2024: $48,721Net Income 2024: $9302024Revenue 2025: $6,973Expenses 2025: $26,309Net Income 2025: -$19,3362025

Highlighted filing

2017

Revenue$31,208
Expenses$19,532
Net Income$11,676
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$33,058
Mission and Program Overview

Mission

Providing funding for educational programs and facility improvements at Oak Grove School, Green Oaks, Illinois.

Program Services

DescriptionGrantsExpenses
Support and funding for various educational projects and programs associated with Oak Grove School, Green Oaks, Illinois.-$12,391
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kirsten SchinlerBoard Member-$0--
Linda FordVice PresidentPT$0--
Juliana C FurlongPresidentPT$0--
Shellie FahySecretaryPT$0--
John GoodmanBoard MemberPT$0--
Sanjay NarayanBoard Member-$0--
Dan WellsBoard Member-$0--
Katrina TrudelaarBoard MemberPT$0--
Lonnie LemonBoard Member-$0--
Rebecca JakubowskiBoard Member-$0--
Sarah RoeTreasurerPT$0--
Ashley MillerBoard MemberPT$0--
Anthony GiamisBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Oak Grove School Education Foundation
EIN
20-2588681
Phone
8479682919
Address
PO Box 7409, Libertyville, IL 60048

Signing Officer

Name
Sarah Roe
Title
Board Member
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Jack C Mardoian LTD
Address
900 North Shore Dr Ste 150, Lake Bluff, IL 60044
Preparer
Jack C Mardoian
Phone
8472954100
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: School | Donee's Name: Oak Grove School | Donee's Address: 1700 O'Plaine Road Libertyville IL 60048 | Relationship of Donee: School | Cash Amount Given: $12391”

Other Expenses.1012

“Insurance $999”

Other Expenses.1

“Special Events Expenses $1840”

Other Expenses.2

“Other Costs $983”

Other Expenses.3

“Donor Recognition $423”

Other Expenses.4

“Teacher Recognition $413”

Other Expenses.6

“Program Service Fees $213”

Other Expenses.8

“State Registration Fees $125”

Raw XML Appendix192 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kirsten Schinler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Linda Ford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Juliana C Furlong
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shellie Fahy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4John Goodman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sanjay Narayan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dan Wells
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Katrina Trudelaar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Lonnie Lemon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Rebecca Jakubowski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Sarah Roe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Ashley Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Anthony Giamis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04996
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providing funding for educational programs and facility improvements at Oak Grove School, Green Oaks, Illinois.
IRS990EZ/PrintingPublicationsPostageAmt0510
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support and funding for various educational projects and programs associated with Oak Grove School, Green Oaks, Illinois.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01850
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1850
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019532
IRS990EZ/TotalRevenueAmt031208
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.ogsef.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060437
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt060437
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033048
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt027389
IRS990ScheduleA/Total509Grp/TotalAmt060437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt033048
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt060437
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: School | Donee's Name: Oak Grove School | Donee's Address: 1700 O'Plaine Road Libertyville IL 60048 | Relationship of Donee: School | Cash Amount Given: $12391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Special Events Expenses $1840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other Costs $983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Donor Recognition $423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Recognition $413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program Service Fees $213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7State Registration Fees $125
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Roe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Member
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oak Grove School Education Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Inc
ReturnHeader/Filer/BusinessNameControlTxt0OAKG
ReturnHeader/Filer/EIN0202588681
ReturnHeader/Filer/PhoneNum08479682919
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 7409
ReturnHeader/Filer/USAddress/CityNm0Libertyville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jack C Mardoian LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 North Shore Dr Ste 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Bluff
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060044
ReturnHeader/PreparerPersonGrp/PhoneNum08472954100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jack C Mardoian
ReturnHeader/ReturnTs02017-11-13T14:54:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,559
Liabilities
-
Net assets
$107,559
Revenue
$31,208
Expenses
$19,532
Net income
$11,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.07$0.26$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.50$0.49$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.04$0.15$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.59$0.27$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.06$0.51$0.45
2020Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.47$0.58$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.07$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.44$0.30$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.31$0.20$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.52$0.44$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.34$0.45$0.11
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$0.55$0.08$0.47
2013Summary only. Only limited summary data is available for this year.$0.59$0.00$0.09$0.29$0.20
2012Summary only. Only limited summary data is available for this year.$0.79$0.00$0.44$0.07$0.37