Civic Intelligence

Lake Forest High School Association of Parents & Teachers

990EZ • Fiscal year 2021 • EIN 36-3978868

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 09, 2021

Organization Profilewww.lakeforestschools.org/schools
1285 N McKinley RoadLake Forest, IL 60045

(312) 608-6502

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

61st percentile

17%

Higher net margin than 61% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

6.3%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-33%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$118,261

Up $6,976 (+6.3%) from 2020

Net Assets

Up

$118,261

Up $6,976 (+6.3%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Down

$40,898

Down $19,923 (-33%) from 2020

Expenses

Down

$33,922

Down $14,009 (-29%) from 2020

Net Income

Down

$6,976

Down $5,914 (-46%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$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

2021

Assets$118,261
Liabilities-
Net Assets$118,261
Open 2021 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$40,898
Expenses$33,922
Net Income$6,976
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 9, 2021
Return Version
2020v4.1
Gross Receipts
$47,194
Mission and Program Overview

Mission

To provide financial aid and support for Lake Forest HS

Program Services

DescriptionGrantsExpenses
Program service expenses-$15,808
In School Grants - a series of grants to Lake Forest High School to enrich the students experience not offered in the regular school programs.$8,032$8,032
Senior Service Awards - a program of 500 awards to seniors selected for their participation in school activities, community affairs and academic achievements.$5,000$5,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diana WebbTreasurer-$0--
Beth PiersonPresidentPT$0--
Teri AlbusVice President-$0--
Megan AndressRecording Secretary-$0--
Julie StevensonCorresponding Sec-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Talent Show$20,460-$1,061-
Total Events$20,460-$6,296$-6,296
Filing and Contact Details

Filer

Filer Name
Lake Forest High School APT
EIN
36-3978868
Phone
3126086502
Address
1285 N McKinley Road, Lake Forest, IL 60045

Signing Officer

Name
Diana Webb
Title
Treasurer
Signed
2021-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Eder Casella & Co
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 16, Other Expenses

“5k Expenses 3,569”

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

“Alumni Wall of Fame 60”

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

“Directory 4,679”

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

“Emotional Wellness 1,000”

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

“Wellness Walk 2,613”

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

“Hospitality 5,791”

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

“New Family 108”

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

“Gifts/Awards 1,513”

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

“Career Mentoring 45”

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/BooksInCareOfDetail/USAddress/CityNm0Lake Forest
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Diana Webb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Beth Pierson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Teri Albus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Megan Andress
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Julie Stevenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Corresponding Sec
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019378
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide financial aid and support for Lake Forest HS
IRS990EZ/PrintingPublicationsPostageAmt050
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Senior Service Awards - a program of 500 awards to seniors selected for their participation in school activities, community affairs and academic achievements.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1In School Grants - a series of grants to Lake Forest High School to enrich the students experience not offered in the regular school programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Program service expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18032
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18032
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt215808
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06296
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6296
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt033922
IRS990EZ/TotalProgramServiceExpensesAmt028840
IRS990EZ/TotalRevenueAmt040898
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.lakeforestschools.org/schools
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0114673
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt067
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024629
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025746
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt061535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0181960
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0266
IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0296633
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047163
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078230
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073560
IRS990ScheduleA/Total509Grp/TotalAmt0296633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078297
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt097848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073560
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0296899
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020460
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020460
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06296
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Talent Show
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03115
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03115
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020460
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-6296
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01061
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01061
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02120
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt05k Expenses 3,569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Alumni Wall of Fame 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Directory 4,679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Emotional Wellness 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Wellness Walk 2,613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hospitality 5,791
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6New Family 108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Gifts/Awards 1,513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Career Mentoring 45
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diana Webb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Forest High School APT
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0363978868
ReturnHeader/Filer/PhoneNum03126086502
ReturnHeader/Filer/USAddress/AddressLine1Txt01285 N McKinley Road
ReturnHeader/Filer/USAddress/CityNm0Lake Forest
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eder Casella & Co
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/PreparationDt02021-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryden Juergensen
ReturnHeader/ReturnTs02021-12-09T08:29:52-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Diana
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Webb
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,261
Liabilities
-
Net assets
$118,261
Revenue
$40,898
Expenses
$33,922
Net income
$6,976
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