Civic Intelligence

Fox Lake District 114 PTA

990EZ • Fiscal year 2021 • EIN 36-3987026

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 06, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

3rd percentile

-587%

Higher net margin than 3% 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

14th percentile

-29%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

3rd percentile

-96%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Down

$22,719

Down $9,325 (-29%) from 2020

Net Assets

Down

$22,719

Down $9,325 (-29%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$1,588

Down $37,083 (-96%) from 2020

Expenses

Down

$10,913

Down $10,691 (-49%) from 2020

Net Income

Down

-$9,325

Down $26,392 (-155%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$22,719
Liabilities-
Net Assets$22,719

Operations Trend

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

2021

Revenue$1,588
Expenses$10,913
Net Income-$9,325
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 6, 2021
Return Version
2020v4.1
Gross Receipts
$3,063
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 PROVIDED FOR LIBRARY MATERIALS AND BOOK BUDDIES EDUCATIONAL NEEDS-$3,783
MONIES DISTRIBUTED TO FUND FIELD TRIPS, ASSEMBLIES, PREVENTIVE PROGRAMS SUCH AS DARE, AND OTHER EDUCATIONAL ACTIVITIES-$3,671
MONEY GRANTED TO EXEMPLARY TEACHERS TO FUND SPECIAL PROJECTS, PROVIDE STUDENT INCENTIVES, AND SUPPLY CLASSROOM NEEDS-$2,069
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA SWANPresident-$0--
BRANDI STECKELVice President-$0--
VICTORIA MILLERSecretary-$0--
NATALIE MOLIDORTreasurer-$0--
JENNIFER OSBORNEOther-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Auction$1,660$1,660$58$1,602
Eat Out 2 Help$806$806$1,417$-611
Total Events$2,936$2,936$1,475$1,461
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
Melissa Swan
Title
President
Phone
8478008768
Signed
2021-11-06
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
1217 N COAST HWY 101, NEWPORT, OR 97365
Preparer
Eileen Reece
Phone
8004725625
Supplemental Narrative

Additional Explanations

Page 1 Line 16

13 EXPENSES 9344

Part III Line 28

Monies for field trips assemblies etc 3671

Part III Line 29

Monies for special teachers 2069

Part III Line 30

Book buddies and library 3783

Raw XML Appendix189 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/PhoneNum08478008768
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fox Lake
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA SWAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VICTORIA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATALIE MOLIDOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4OTHER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09344
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/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/ProgramServiceExpensesAmt03671
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12069
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23783
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01475
IRS990EZ/SpecialEventsNetIncomeLossAmt01461
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010913
IRS990EZ/TotalProgramServiceExpensesAmt09523
IRS990EZ/TotalRevenueAmt01588
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0115
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0561
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0107
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0709
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt0672
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0561
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0709
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0672
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt064
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97130
IRS990ScheduleA/PublicSupportTotal170Amt02164
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0115
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0709
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0672
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02164
IRS990ScheduleA/TotalSupportAmt02228
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01475
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOLIDAY AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0EAT OUT 2 HELP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt01660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0470
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt01660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0470
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01461
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01475
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt058
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01417
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt013 EXPENSES 9344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONIES FOR FIELD TRIPS ASSEMBLIES ETC 3671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONIES FOR SPECIAL TEACHERS 2069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK BUDDIES AND LIBRARY 3783
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART III LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART III LINE 30
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA SWAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08478008768
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-06
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/PreparerFirmGrp/PreparerFirmEIN0264627858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01217 N COAST HWY 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097365
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eileen Reece
ReturnHeader/ReturnTs02021-11-16T22:30:30Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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