Civic Intelligence

Fox Lake District 114 PTA

990EZ • Fiscal year 2023 • EIN 36-3987026

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 30, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

40%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

334%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$24,518

Up $6,987 (+40%) from 2022

Net Assets

Up

$24,518

Up $6,987 (+40%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$18,049

Up $13,888 (+334%) from 2022

Expenses

Up

$11,062

Up $1,713 (+18%) from 2022

Net Income

Up

$6,987

Up $12,175 (+235%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2023

Assets$24,518
Liabilities-
Net Assets$24,518
Open 2023 Filing

Operations Trend

Revenue Growth97th 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

2023

Revenue$18,049
Expenses$11,062
Net Income$6,987
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 30, 2023
Return Version
2022v5.0
Gross Receipts
$38,094
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-$2,117
MONIES PROVIDED FOR LIBRARY MATERIALS AND BOOK BUDDIES EDUCATIONAL NEEDS-$1,245
MONEY GRANTED TO EXEMPLARY TEACHERS TO FUND SPECIAL PROJECTS, PROVIDE STUDENT INCENTIVES, AND SUPPLY CLASSROOM NEEDS-$106
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICTORIA MILLERPresident-$0--
VICE PRESIDENTVice President-$0--
KATELYN SCROGGINSTreasurer-$0--
JULIE MILLSSecretary-$0--
SYLVIA QUEENSecond Vice Presiden-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$13,543$13,543$4,629$8,914
Scholastic Book Fair$9,499$9,499$9,091$408
Total Events$37,671$37,671$20,045$17,626
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
Katelyn Scroggins
Title
Treasurer
Phone
8478008768
Signed
2023-09-30
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 ITEMS TOTAL 9834”

Part 3 Line 28

“Monies for field trips and assemblies 2117”

Part 3 Line 29

“Monies for special teachers 106”

Part 3 Line 30

“Book buddies and library 1245”

Raw XML Appendix167 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/PhoneNum08478008768
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fox Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017531
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IRS990EZ/GrossReceiptsAmt038094
IRS990EZ/GroupExemptionNum09405
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0421
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017531
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017531
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024518
IRS990EZ/OccupancyRentUtltsAndMaintAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VICTORIA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATELYN SCROGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SYLVIA QUEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECOND VICE PRESIDEN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09834
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/ProgramServiceExpensesAmt02117
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1106
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21245
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020045
IRS990EZ/SpecialEventsNetIncomeLossAmt017626
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011062
IRS990EZ/TotalProgramServiceExpensesAmt03468
IRS990EZ/TotalRevenueAmt018049
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0561
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01520
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt051
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96750
IRS990ScheduleA/PublicSupportTotal170Amt01520
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0561
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0107
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01520
IRS990ScheduleA/TotalSupportAmt01571
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020045
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOLASTIC BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013543
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09499
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013543
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09499
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037671
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017626
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06325
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020045
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04629
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09091
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt013 ITEMS TOTAL 9834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONIES FOR FIELD TRIPS AND ASSEMBLIES 2117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONIES FOR SPECIAL TEACHERS 106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK BUDDIES AND LIBRARY 1245
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 3 LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 3 LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 3 LINE 30
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KATELYN SCROGGINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08478008768
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-30
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/PreparerFirmEIN0431871840
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/PreparationDt02023-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eileen Reece
ReturnHeader/ReturnTs02023-10-19T19:37:52Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATELYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCROGGINS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,518
Liabilities
-
Net assets
$24,518
Revenue
$18,049
Expenses
$11,062
Net income
$6,987
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