Civic Intelligence

Fox Lake District 114 PTA

990EZ • Fiscal year 2017 • EIN 36-3987026

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 25, 2017

Organization ProfileN/A
101 Hawthorne LaneFox Lake, IL 60020

(847) 800-8768

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

20th percentile

-14%

Higher net margin than 20% 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

11th percentile

-42%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

60th percentile

8.2%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,580

Down $4,006 (-42%) from 2016

Net Assets

Down

$5,580

Down $4,006 (-42%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Up

$28,752

Up $2,178 (+8.2%) from 2016

Expenses

Down

$32,758

Down $2,297 (-6.6%) from 2016

Net Income

Up

-$4,006

Up $4,475 (+53%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$40K$30K$20K$10K$0Assets 2014: $8,285Net Assets 2014: $8,2852014Assets 2015: $18,067Net Assets 2015: $18,0672015Assets 2016: $9,586Net Assets 2016: $9,5862016Assets 2017: $5,580Net Assets 2017: $5,5802017Assets 2018: $10,552Net Assets 2018: $10,5522018Assets 2019: $14,977Net Assets 2019: $14,9772019Assets 2020: $32,044Net Assets 2020: $32,0442020Assets 2021: $22,719Net Assets 2021: $22,7192021Assets 2022: $17,531Net Assets 2022: $17,5312022Assets 2023: $24,518Net Assets 2023: $24,5182023Assets 2024: $28,969Liabilities 2024: $0Net Assets 2024: $28,9692024

Highlighted filing

2017

Assets$5,580
Liabilities-
Net Assets$5,580
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $17,476Expenses 2014: $18,925Net Income 2014: -$1,4492014Revenue 2015: $25,721Expenses 2015: $15,939Net Income 2015: $9,7822015Revenue 2016: $26,574Expenses 2016: $35,055Net Income 2016: -$8,4812016Revenue 2017: $28,752Expenses 2017: $32,758Net Income 2017: -$4,0062017Revenue 2018: $31,163Expenses 2018: $26,191Net Income 2018: $4,9722018Revenue 2019: $45,417Expenses 2019: $40,992Net Income 2019: $4,4252019Revenue 2020: $38,671Expenses 2020: $21,604Net Income 2020: $17,0672020Revenue 2021: $1,588Expenses 2021: $10,913Net Income 2021: -$9,3252021Revenue 2022: $4,161Expenses 2022: $9,349Net Income 2022: -$5,1882022Revenue 2023: $18,049Expenses 2023: $11,062Net Income 2023: $6,9872023Revenue 2024: $18,474Expenses 2024: $16,082Net Income 2024: $2,3922024

Highlighted filing

2017

Revenue$28,752
Expenses$32,758
Net Income-$4,006
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$47,030
Mission and Program Overview

Mission

Monies distributed to fund award programs, field trips, assemblies, preventive programs(such as dare) and other educational activities money granted to exemplary teachers to fund special projects, provide student incentives, and supply classroom needs monies provided for student journals, library materials and other educational needs

Program Services

DescriptionGrantsExpenses
MONEY GRANTED TO EXEMPLARY TEACHERS TO FUND SPECIAL PROJECTS, PROVIDE STUDENT INCENTIVES, AND SUPPLY CLASSROOM NEEDS-$9,694
MONIES DISTRIBUTED TO FUND FIELD TRIPS, ASSEMBLIES, PREVENTIVE PROGRAMS SUCH AS DARE, AND OTHER EDUCATIONAL ACTIVITIES-$6,196
MONIES PROVIDED FOR LIBRARY MATERIALS AND BOOK BUDDIES EDUCATIONAL NEEDS-$4,593
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE ALTERGOTTPresident-$0--
SARA FRITZVice President-$0--
MELISSA GROOMSSecretary-$0--
MARTHA DINSCHELTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$23,055$23,055$2,834$20,221
Scholastic Book Fair$9,188$9,188$6,876$2,312
Total Events$46,770$46,770$18,278$28,492
Filing and Contact Details

Filer

Filer Name
Fox Lake District 114 Pta
EIN
36-3987026
Phone
8478008768
Address
101 HAWTHORNE LANE, FOX LAKE, IL 60020

Signing Officer

Name
Stephanie Altergott
Title
President
Phone
8478008768
Signed
2017-10-25

Preparer

Firm
H and R Block
Address
604 B W LIBERTY ST, WAUCONDA, IL 60084
Preparer
Eileen Reece
Phone
8475268877
Supplemental Narrative

Additional Explanations

Part 1 Line 8

“8TH GRADE ACTIVITIES 150”

Part 1 Line 16 Other Expenses

“24 EXPENSES TOTAL 32482”

Part III Line 28 Monies Used to Provide Field Trips

“And assemblies total 6196”

Part 111 Line 29 Monies for Special Teachers and Exemplory

“PROJECTS TOTAL 9694”

Part III Line 30 Library and Book Buddies

“TOTAL 4593”

Raw XML Appendix165 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHANIE ALTERGOTT
IRS990EZ/BooksInCareOfDetail/PhoneNum08478008768
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 HAWTHORNE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fox Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09586
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05580
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4006
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0267
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09586
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05580
IRS990EZ/FundraisingGrossIncomeAmt046770
IRS990EZ/GrossReceiptsAmt047030
IRS990EZ/GroupExemptionNum09405
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0102
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09586
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05580
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09586
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05580
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE ALTERGOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARA FRITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA GROOMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARTHA DINSCHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032482
IRS990EZ/OtherRevenueTotalAmt0150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MONIES DISTRIBUTED TO FUND AWARD PROGRAMS, FIELD TRIPS, ASSEMBLIES, PREVENTIVE PROGRAMS(SUCH AS DARE) AND OTHER EDUCATIONAL ACTIVITIES MONEY GRANTED TO EXEMPLARY TEACHERS TO FUND SPECIAL PROJECTS, PROVIDE STUDENT INCENTIVES, AND SUPPLY CLASSROOM NEEDS MONIES PROVIDED FOR STUDENT JOURNALS, LIBRARY MATERIALS AND OTHER EDUCATIONAL NEEDS
IRS990EZ/PrintingPublicationsPostageAmt09
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONIES DISTRIBUTED TO FUND FIELD TRIPS, ASSEMBLIES, PREVENTIVE PROGRAMS SUCH AS DARE, AND OTHER EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONEY GRANTED TO EXEMPLARY TEACHERS TO FUND SPECIAL PROJECTS, PROVIDE STUDENT INCENTIVES, AND SUPPLY CLASSROOM NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MONIES PROVIDED FOR LIBRARY MATERIALS AND BOOK BUDDIES EDUCATIONAL NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06196
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19694
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24593
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018278
IRS990EZ/SpecialEventsNetIncomeLossAmt028492
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032758
IRS990EZ/TotalProgramServiceExpensesAmt020483
IRS990EZ/TotalRevenueAmt028752
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0672
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0556
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02936
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02936
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0672
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0598
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0556
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02936
IRS990ScheduleA/TotalSupportAmt02936
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018278
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOLASTIC BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046770
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028492
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08568
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018278
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02834
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06876
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt08TH GRADE ACTIVITIES 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt124 EXPENSES TOTAL 32482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AND ASSEMBLIES TOTAL 6196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROJECTS TOTAL 9694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TOTAL 4593
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART III LINE 28 MONIES USED TO PROVIDE FIELD TRIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 111 LINE 29 MONIES FOR SPECIAL TEACHERS AND EXEMPLORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART III LINE 30 LIBRARY AND BOOK BUDDIES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE ALTERGOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08478008768
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOX LAKE DISTRICT 114 PTA
ReturnHeader/Filer/BusinessNameControlTxt0FOXL
ReturnHeader/Filer/EIN0363987026
ReturnHeader/Filer/PhoneNum08478008768
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 HAWTHORNE LANE
ReturnHeader/Filer/USAddress/CityNm0FOX LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060020
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07C4A3ED9D57556120F16CD442D9D7B00BDCF1640
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07C4A3ED9D57556120F16CD442D9D7B00BDCF1640
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.184.236.252
ReturnHeader/FilingSecurityInformation/IPDt02017-11-06
ReturnHeader/FilingSecurityInformation/IPTm012:10:02
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0604 B W LIBERTY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUCONDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060084
ReturnHeader/PreparerPersonGrp/PhoneNum08475268877
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EILEEN REECE
ReturnHeader/ReturnTs02017-10-30T20:48:04Z
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
$5,580
Liabilities
-
Net assets
$5,580
Revenue
$28,752
Expenses
$32,758
Net income
-$4,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$18.5$16.1$2.39
2023Detailed filing. Detailed filing data is available for this year.$24.5$24.5$18.0$11.1$6.99
2022Detailed filing. Detailed filing data is available for this year.$17.5$17.5$4.16$9.35$5.19
2021Detailed filing. Detailed filing data is available for this year.$22.7$22.7$1.59$10.9$9.33
2020Detailed filing. Detailed filing data is available for this year.$32.0$32.0$38.7$21.6$17.1
2019Detailed filing. Detailed filing data is available for this year.$15.0$15.0$45.4$41.0$4.43
2018Detailed filing. Detailed filing data is available for this year.$10.6$10.6$31.2$26.2$4.97
2017Detailed filing. Detailed filing data is available for this year.$5.58$5.58$28.8$32.8$4.01
2016Detailed filing. Detailed filing data is available for this year.$9.59$9.59$26.6$35.1$8.48
2015Detailed filing. Detailed filing data is available for this year.$18.1$18.1$25.7$15.9$9.78
2014Detailed filing. Detailed filing data is available for this year.$8.29$8.29$17.5$18.9$1.45