Civic Intelligence

Lake Forest High School Association of Parents & Teachers

990EZ • Fiscal year 2022 • EIN 36-3978868

Aug 01, 2021 to Jul 31, 2022 • Filed on Dec 12, 2022

1285 N McKinley RoadLake Forest, IL 60045

(312) 720-9919

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

47th percentile

3.0%

Higher net margin than 47% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

51st percentile

1.7%

Faster asset growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

69%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$120,321

Up $2,060 (+1.7%) from 2021

Net Assets

Up

$120,321

Up $2,060 (+1.7%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$69,278

Up $28,380 (+69%) from 2021

Expenses

Up

$67,218

Up $33,296 (+98%) from 2021

Net Income

Down

$2,060

Down $4,916 (-70%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$120,321
Liabilities-
Net Assets$120,321

Operations Trend

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

2022

Revenue$69,278
Expenses$67,218
Net Income$2,060
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Dec 12, 2022
Return Version
2021v4.2
Gross Receipts
$78,028
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.$34,087$34,087
Program service expenses-$26,959
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda LambertiTreasurer-$0--
Christine FarrellPresidentPT$0--
Emily SavageVP Of Communications-$0--
Shannon EngellandRecording Secretary-$0--
Maureen FitzgeraldCorresponding Sec-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bttys$25,281-$165-
Talent Show$24,417-$1,103-
Total Events$49,698-$8,750$-8,750
Filing and Contact Details

Filer

Filer Name
Lake Forest High School APT
EIN
36-3978868
Phone
3127209919
Address
1285 N McKinley Road, Lake Forest, IL 60045

Signing Officer

Name
Amanda Lamberti
Title
Treasurer
Phone
3127209919
Signed
2022-12-12
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 10, Grants Paid

Activity Class Treasuries, Grantee Lake Forest High School 1285 N McKinely Road Lake Forest IL 60045, Cash Grant 22,730, Relationship

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

5k Expenses 75

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

Directory 4,559

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

Emotional Wellness 1,808

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

Wellness Walk 9,651

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

Hospitality 5,406

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

New Family 1,155

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

Miscellaneous 580

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

Welcome Back 3,800

Raw XML Appendix215 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/TitleTxt4Corresponding Sec
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-8750
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/InvestmentIncomeCYPct00.00090
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Class Treasuries, Grantee Lake Forest High School 1285 N McKinely Road Lake Forest IL 60045, Cash Grant 22,730, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15k Expenses 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Directory 4,559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Emotional Wellness 1,808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Wellness Walk 9,651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hospitality 5,406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6New Family 1,155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous 580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Welcome Back 3,800
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03127209919
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-12
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ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0363978868
ReturnHeader/Filer/PhoneNum03127209919
ReturnHeader/Filer/USAddress/AddressLine1Txt01285 N McKinley Road
ReturnHeader/Filer/USAddress/CityNm0Lake Forest
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363614997
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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/PreparationDt02022-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryden Juergensen
ReturnHeader/ReturnTs02022-12-12T10:35:27-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amanda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lamberti
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

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