Civic Intelligence

Lake County Transportation Alliance Formerly Known as Lake/C Econ Dev Corp

990EZ • Fiscal year 2018 • EIN 36-3241612

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 28, 2019

1 Overlook Point No 280Lincolnshire, IL 60069

(847) 597-1220

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-33%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

11th percentile

-30%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

44%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$40,507

Down $17,349 (-30%) from 2017

Net Assets

Down

$40,507

Down $17,349 (-30%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$52,216

Up $16,009 (+44%) from 2017

Expenses

Up

$69,565

Up $27,039 (+64%) from 2017

Net Income

Down

-$17,349

Down $11,030 (-175%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $45,748Liabilities 2013: $0Net Assets 2013: $45,7482013Assets 2014: $80,979Liabilities 2014: $0Net Assets 2014: $80,9792014Assets 2015: $51,047Liabilities 2015: $0Net Assets 2015: $51,0472015Assets 2016: $64,175Liabilities 2016: $0Net Assets 2016: $64,1752016Assets 2017: $57,856Liabilities 2017: $0Net Assets 2017: $57,8562017Assets 2018: $40,507Liabilities 2018: $0Net Assets 2018: $40,5072018Assets 2020: $44,157Liabilities 2020: $0Net Assets 2020: $44,1572020Assets 2021: $617,276Liabilities 2021: $551,334Net Assets 2021: $65,9422021Assets 2022: $405,419Liabilities 2022: $328,437Net Assets 2022: $76,9822022Assets 2024: $233,846Liabilities 2024: $130,526Net Assets 2024: $103,3202024Assets 2025: $239,064Liabilities 2025: $118,524Net Assets 2025: $120,5402025

Highlighted filing

2018

Assets$40,507
Liabilities$0
Net Assets$40,507

Operations Trend

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

$400K$200K$0-$200KRevenue 2013: $61,330Expenses 2013: $41,917Net Income 2013: $19,4132013Revenue 2014: $79,932Expenses 2014: $44,701Net Income 2014: $35,2312014Revenue 2015: $28,232Expenses 2015: $58,164Net Income 2015: -$29,9322015Revenue 2016: $74,032Expenses 2016: $60,904Net Income 2016: $13,1282016Revenue 2017: $36,207Expenses 2017: $42,526Net Income 2017: -$6,3192017Revenue 2018: $52,216Expenses 2018: $69,565Net Income 2018: -$17,3492018Revenue 2020: $48,284Expenses 2020: $27,510Net Income 2020: $20,7742020Revenue 2021: $137,263Expenses 2021: $115,479Net Income 2021: $21,7842021Revenue 2022: $382,560Expenses 2022: $371,520Net Income 2022: $11,0402022Revenue 2024: $106,082Expenses 2024: $91,322Net Income 2024: $14,7602024Revenue 2025: $53,315Expenses 2025: $36,095Net Income 2025: $17,2202025

Highlighted filing

2018

Revenue$52,216
Expenses$69,565
Net Income-$17,349
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 28, 2019
Return Version
2018v3.1
Gross Receipts
$52,216
Mission and Program Overview

Mission

Improving the quality of life in lake county through a multi-modal transportation network that provides mobility and economic opportunity for all.

The organization focuses on raising awareness and facilitating development of the transportation goals for lake county, illinois.

Program Services

DescriptionGrantsExpenses
LEVERAGING LOCAL, COUNTY, STATE, FEDERAL AND PRIVATE RECOURCES TO MITIGATE TRAFFIC CONGESTION IMPACTING LAKE COUNTY ILLINIOS.$0$69,565
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNA ZUPECDirector-$0--
ED QUANTDirector-$0--
GREG KOEPPENDirector-$0--
LEON ROCKINGHAMDirector-$0--
SHANE SCHNEIDERDirector-$0--
SKIP GLOSSDirector-$0--
KEVIN CONSIDINEDirector-$0--
JEFFREY BERMANDirector-$0--
STEVE THELENDirector-$0--
PETE OLSENDirector-$0--
MIKE WALCZAKDirector-$0--
SANDY HARTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lake County Transportation Alliance
EIN
36-3241612
Phone
8475971220
Address
1 OVERLOOK POINT NO 280, LINCOLNSHIRE, IL 60069

Signing Officer

Name
Peter Manhard
Title
President
Phone
8475971220
Signed
2019-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Pasquesi Sheppard LLC
Address
585 BANK LANE, LAKE FOREST, IL 60045
Preparer
Patrick Gras
Phone
8472345000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: first midwest bank. Amount: 6.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: marketing. Amount: 1,879. Description: administrative costs. Amount: 30,000. Description: credit card processing fee. Amount: 2,250. Description: insurance. Amount: 845. Description: membership dues. Amount: 250. Description: annual meeting. Amount: 1,789. Description: office expense. Amount: 1,767. Total to form 990-ez, line 16: 38,780.

Raw XML Appendix169 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/BooksInCareOfDetail/PhoneNum08475971220
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 OVERLOOK POINT SUITE 280
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINCONSHIRE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060069
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057856
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUZANNA ZUPEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ED QUANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREG KOEPPEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEON ROCKINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHANE SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SKIP GLOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KEVIN CONSIDINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFFREY BERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEVE THELEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PETE OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MIKE WALCZAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SANDY HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt038780
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION FOCUSES ON RAISING AWARENESS AND FACILITATING DEVELOPMENT OF THE TRANSPORTATION GOALS FOR LAKE COUNTY, ILLINOIS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LEVERAGING LOCAL, COUNTY, STATE, FEDERAL AND PRIVATE RECOURCES TO MITIGATE TRAFFIC CONGESTION IMPACTING LAKE COUNTY ILLINIOS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069565
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt030000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt069565
IRS990EZ/TotalProgramServiceExpensesAmt069565
IRS990EZ/TotalRevenueAmt052216
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0TRANSPORTATIONLAKECOUNTY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FIRST MIDWEST BANK. AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MARKETING. AMOUNT: 1,879. DESCRIPTION: ADMINISTRATIVE COSTS. AMOUNT: 30,000. DESCRIPTION: CREDIT CARD PROCESSING FEE. AMOUNT: 2,250. DESCRIPTION: INSURANCE. AMOUNT: 845. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 250. DESCRIPTION: ANNUAL MEETING. AMOUNT: 1,789. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,767. TOTAL TO FORM 990-EZ, LINE 16: 38,780.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER MANHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08475971220
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE COUNTY TRANSPORTATION ALLIANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FORMERLY KNOWN AS LAKE/C ECON DEV CORP
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0363241612
ReturnHeader/Filer/PhoneNum08475971220
ReturnHeader/Filer/USAddress/AddressLine1Txt01 OVERLOOK POINT NO 280
ReturnHeader/Filer/USAddress/CityNm0LINCOLNSHIRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060069
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05BF3BA48DED469707E56E378100E3DCF1DDFAD78
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.224.107.130
ReturnHeader/FilingSecurityInformation/IPDt02019-01-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:12:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364049282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PASQUESI SHEPPARD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0585 BANK LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE FOREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060045
ReturnHeader/PreparerPersonGrp/PhoneNum08472345000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK GRAS
ReturnHeader/ReturnTs02019-01-29T15:01:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings