Civic Intelligence

Fox Lake District 114 PTA

990EZ • Fiscal year 2018 • EIN 36-3987026

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 22, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

90th percentile

89%

Faster asset growth than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

8.4%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$10,552

Up $4,972 (+89%) from 2017

Net Assets

Up

$10,552

Up $4,972 (+89%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$31,163

Up $2,411 (+8.4%) from 2017

Expenses

Down

$26,191

Down $6,567 (-20%) from 2017

Net Income

Up

$4,972

Up $8,978 (+224%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2018

Assets$10,552
Liabilities-
Net Assets$10,552
Open 2018 Filing

Operations Trend

Revenue Growth61st 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

2018

Revenue$31,163
Expenses$26,191
Net Income$4,972
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 22, 2018
Return Version
2017v2.3
Gross Receipts
$53,253
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
MONIES DISTRIBUTED TO FUND FIELD TRIPS, ASSEMBLIES, PREVENTIVE PROGRAMS SUCH AS DARE, AND OTHER EDUCATIONAL ACTIVITIES-$5,954
MONEY GRANTED TO EXEMPLARY TEACHERS TO FUND SPECIAL PROJECTS, PROVIDE STUDENT INCENTIVES, AND SUPPLY CLASSROOM NEEDS-$4,846
MONIES PROVIDED FOR LIBRARY MATERIALS AND BOOK BUDDIES EDUCATIONAL NEEDS-$4,673
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE ALTERGOTTPresident-$0--
SARA FRITZVice President-$0--
AMANDA STOCHLSecretary-$0--
KELLI KUEHNTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$30,015$30,015$6,303$23,712
Scholastic Book Fair$8,099$8,099$7,135$964
Total Events$52,110$52,110$22,090$30,020
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
2018-10-22
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
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 779”

Part 1 Line 16 Other Expenses

“21 EXPENSES TOTAL 25664”

Part III Line 28 Monies Used to Provide Field Trips and

“ASSEMBLIES TOTAL 5494”

Part III Line 29 Monies for Special Teachers and

“Exemplory projects total 4846”

Part III Line 30 Library and Book Buddies

“TOTAL 5954”

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/BOYAmt05580
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010552
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04972
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0497
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05580
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010552
IRS990EZ/FundraisingGrossIncomeAmt052386
IRS990EZ/GrossReceiptsAmt053253
IRS990EZ/GroupExemptionNum09405
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt079
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05580
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010552
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05580
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010552
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/PersonNm2AMANDA STOCHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLI KUEHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025664
IRS990EZ/OtherRevenueTotalAmt0779
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/PrintingPublicationsPostageAmt030
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/ProgramServiceExpensesAmt05954
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14846
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24673
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022090
IRS990EZ/SpecialEventsNetIncomeLossAmt030296
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026191
IRS990EZ/TotalProgramServiceExpensesAmt015473
IRS990EZ/TotalRevenueAmt031163
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0709
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0672
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03089
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt03089
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0709
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0672
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0598
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03089
IRS990ScheduleA/TotalSupportAmt03089
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022090
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOLASTIC BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08099
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052110
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08099
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013996
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052110
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030020
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08652
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022090
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06303
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07135
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 779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt121 EXPENSES TOTAL 25664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ASSEMBLIES TOTAL 5494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXEMPLORY PROJECTS TOTAL 4846
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TOTAL 5954
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 AND
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART III LINE 29 MONIES FOR SPECIAL TEACHERS AND
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART III LINE 30 LIBRARY AND BOOK BUDDIES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE ALTERGOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08478008768
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
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/AtSubmissionCreationDeviceId05B54D2212205F347C135A743CAD7ECA711A5AEF6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05B54D2212205F347C135A743CAD7ECA711A5AEF6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.184.236.252
ReturnHeader/FilingSecurityInformation/IPDt02018-10-29
ReturnHeader/FilingSecurityInformation/IPTm011:30:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
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/PreparationDt02018-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eileen Reece
ReturnHeader/ReturnTs02018-10-22T19:43:55Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,552
Liabilities
-
Net assets
$10,552
Revenue
$31,163
Expenses
$26,191
Net income
$4,972
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