Civic Intelligence

Lake Forest High School Apt

EIN 36-3978868 • 501(c)3 • Lake Forest, IL

Profile

To provide financial aid and support for Lake Forest HS

1285 N McKinley RoadLake Forest, IL 60045

www.lakeforestschools.org/Page/1218

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

28th percentile

-12%

Higher net margin than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

56th percentile

0.8%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

50th percentile

-0.6%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$123,397

Down $8,416 (-6.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$123,397

Down $8,416 (-6.4%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$68,055

Down $3,756 (-5.2%) from 2024

Expenses

Up

$76,471

Up $10,297 (+16%) from 2024

Net Income

Down

-$8,416

Down $14,053 (-249%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2018: $79,797Net Assets 2018: $79,7972018Assets 2019: $98,395Net Assets 2019: $98,3952019Assets 2020: $111,285Net Assets 2020: $111,2852020Assets 2021: $118,261Net Assets 2021: $118,2612021Assets 2022: $120,321Net Assets 2022: $120,3212022Assets 2023: $126,176Net Assets 2023: $126,1762023Assets 2024: $131,813Net Assets 2024: $131,8132024Assets 2025: $123,397Net Assets 2025: $123,3972025

Highlighted filing

2025

Assets$123,397
Liabilities-
Net Assets$123,397
Open 2025 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2018: $40,429Expenses 2018: $38,645Net Income 2018: $1,7842018Revenue 2019: $79,983Expenses 2019: $61,385Net Income 2019: $18,5982019Revenue 2020: $60,821Expenses 2020: $47,931Net Income 2020: $12,8902020Revenue 2021: $40,898Expenses 2021: $33,922Net Income 2021: $6,9762021Revenue 2022: $69,278Expenses 2022: $67,218Net Income 2022: $2,0602022Revenue 2023: $69,703Expenses 2023: $63,848Net Income 2023: $5,8552023Revenue 2024: $71,811Expenses 2024: $66,174Net Income 2024: $5,6372024Revenue 2025: $68,055Expenses 2025: $76,471Net Income 2025: -$8,4162025

Highlighted filing

2025

Revenue$68,055
Expenses$76,471
Net Income-$8,416
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,397
Liabilities
-
Net assets
$123,397
Revenue
$68,055
Expenses
$76,471
Net income
-$8,416
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.68$0.76$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.72$0.66$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.26$1.26$0.70$0.64$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.69$0.67$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.41$0.34$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.11$1.11$0.61$0.48$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.80$0.61$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.40$0.39$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Jan 14, 2026
Return Version
2024v5.2
Gross Receipts
$75,324
Mission and Program Overview

Mission

To provide financial aid and support for Lake Forest HS

Program Services

DescriptionGrantsExpenses
In School Grants - a series of grants to Lake Forest High School to enrich the students experience not offered in the regular school programs.-$32,401
Program service expenses-$29,622
Senior Service Awards - a program of 500 awards to seniors selected for their participation in school activities, community affairs and academic achievements.-$5,000
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie Benda HelmsTreasurer-$0--
Betsy MillerPresidentPT$0--
Shawn GoreVice President-$0--
Susan BoyleSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Be True to Your School$27,467-$880-
2025 Talent Show$26,562---
Total Events$54,029-$7,269$-7,269
Filing and Contact Details

Filer

Filer Name
Lake Forest High School APT
EIN
36-3978868
Phone
3129612230
Address
1285 N McKinley Road, Lake Forest, IL 60045

Signing Officer

Name
Julie Benda Helms
Title
Treasurer
Phone
3129612230
Signed
2026-01-14
Discuss with paid preparer
Yes

Preparer

Firm
Eccezion
Address
5400 W Elm Street Suite 203, McHenry, IL 60050
Preparer
Cheryden Juergensen
Phone
8153441300
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee Lake Forest High School 1285 North McKinley Lake Forest IL 60045, Cash Grant 37,401, Relationship”

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

“Board Exec 1,965”

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

“Career Connection 200”

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

“Directory 550”

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

“Emotional Wellness 4,220”

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

“Wellness Walk 13,212”

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

“Hospitality 3,215”

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

“Management and General 180”

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

“Miscellaneous 1,513”

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

“Staff Appreciation 3,347”

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

“Events 2,983”

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

“Welcome Back 821”

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

“New Family 529”

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

“Donations 1,500”

Raw XML Appendix208 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034235
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0289
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Program service expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt132401
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt229622
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07269
IRS990EZ/SpecialEventsNetIncomeLossAmt0-7269
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt076471
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IRS990EZ/TotalRevenueAmt068055
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.lakeforestschools.org/Page/1218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt071964
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt076933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt078724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt049698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0299853
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03360
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt024629
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt052895
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03360
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01327
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07817
IRS990ScheduleA/InvestmentIncomeCYPct00.02160
IRS990ScheduleA/InvestmentIncomePYPct00.01240
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01765
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01765
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97360
IRS990ScheduleA/PublicSupportPY509Pct00.98280
IRS990ScheduleA/PublicSupportTotal509Amt0352748
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071964
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076933
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077964
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047163
IRS990ScheduleA/Total509Grp/TotalAmt0352748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt079968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078028
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047194
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0362330
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
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt054029
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027467
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt026562
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07269
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Be True to Your School
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm02025 Talent Show
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01715
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01715
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026562
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-7269
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0880
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0880
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04674
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity , Grantee Lake Forest High School 1285 North McKinley Lake Forest IL 60045, Cash Grant 37,401, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board Exec 1,965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Career Connection 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Directory 550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Emotional Wellness 4,220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Wellness Walk 13,212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hospitality 3,215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Management and General 180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous 1,513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Staff Appreciation 3,347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Events 2,983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Welcome Back 821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12New Family 529
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Donations 1,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Benda Helms
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03129612230
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Forest High School APT
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0363978868
ReturnHeader/Filer/PhoneNum03129612230
ReturnHeader/Filer/USAddress/AddressLine1Txt01285 N McKinley Road
ReturnHeader/Filer/USAddress/CityNm0Lake Forest
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060045
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363614997
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eccezion
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05400 W Elm Street Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0McHenry
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060050
ReturnHeader/PreparerPersonGrp/PhoneNum08153441300
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryden Juergensen
ReturnHeader/ReturnTs02026-01-14T01:03:16-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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