Civic Intelligence

Fox Lake District 114 PTA

990EZ • Fiscal year 2022 • EIN 36-3987026

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 29, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

5th percentile

-125%

Higher net margin than 5% 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

20th percentile

-23%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

89th percentile

162%

Faster revenue growth than 89% of similar nonprofits.

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

Assets

Down

$17,531

Down $5,188 (-23%) from 2021

Net Assets

Down

$17,531

Down $5,188 (-23%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$4,161

Up $2,573 (+162%) from 2021

Expenses

Down

$9,349

Down $1,564 (-14%) from 2021

Net Income

Up

-$5,188

Up $4,137 (+44%) from 2021

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

2022

Assets$17,531
Liabilities-
Net Assets$17,531

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

2022

Revenue$4,161
Expenses$9,349
Net Income-$5,188
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 29, 2022
Return Version
2021v4.2
Gross Receipts
$24,564
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-$3,141
MONIES PROVIDED FOR LIBRARY MATERIALS AND BOOK BUDDIES EDUCATIONAL NEEDS-$2,191
MONEY GRANTED TO EXEMPLARY TEACHERS TO FUND SPECIAL PROJECTS, PROVIDE STUDENT INCENTIVES, AND SUPPLY CLASSROOM NEEDS-$175
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA SWANPresident-$0--
VICTORIA MILLERVice President-$0--
NATALIE MOLIDORTreasurer-$0--
CRYSTAL RADCLIFFESecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholastic Book Fair$13,406$13,406$10,626$2,780
Santa Secret Shop$7,651$7,651$4,556$3,095
Total Events$24,246$24,246$20,403$3,843
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
2022-10-29
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
1217 N COAST HWY 101, NEWPORT, OR 97365
Preparer
Eileen Reece
Phone
5412647270
Supplemental Narrative

Additional Explanations

Page 1 Line 16

13 ITEMS 6955

Part III Line 28

Monies for field trip assemblies etc 3141

Part III Line 29

Monies for special teachers 175

Part III Line 30

Book buddies and library 2191

Raw XML Appendix186 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHANIE ALTERGOTT
IRS990EZ/BooksInCareOfDetail/PhoneNum08478008768
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fox Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022719
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017531
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5188
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0363
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022719
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IRS990EZ/FundraisingGrossIncomeAmt024246
IRS990EZ/GrossReceiptsAmt024564
IRS990EZ/GroupExemptionNum09405
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0316
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022719
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017531
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022719
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017531
IRS990EZ/OccupancyRentUtltsAndMaintAmt0900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA SWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICTORIA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NATALIE MOLIDOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CRYSTAL RADCLIFFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08086
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/ProgramServiceExpensesAmt03141
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1175
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22191
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020403
IRS990EZ/SpecialEventsNetIncomeLossAmt03843
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09349
IRS990EZ/TotalProgramServiceExpensesAmt05507
IRS990EZ/TotalRevenueAmt04161
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
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/ExcessFromYear1Amt0316
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0115
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0561
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0107
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt0709
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0561
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0709
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01808
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt058
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96890
IRS990ScheduleA/PublicSupportTotal170Amt01808
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0561
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0107
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0709
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01808
IRS990ScheduleA/TotalSupportAmt01866
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020403
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOLASTIC BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SANTA SECRET SHOP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024246
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024246
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03843
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05221
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020403
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010626
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04556
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt013 ITEMS 6955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONIES FOR FIELD TRIP ASSEMBLIES ETC 3141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONIES FOR SPECIAL TEACHERS 175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK BUDDIES AND LIBRARY 2191
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/SignatureDt02022-10-29
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/PhoneNum05412647270
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eileen Reece
ReturnHeader/ReturnTs02022-11-12T23:14:50Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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