Lake Bluff Parent Teacher Organization
Nonprofit profile at a glance
- EIN
- 020726963
- IRS 990-EZ coverage
- 2020–2024
- Forms available
- Form 990-EZ 2024
- Location
- Lake Bluff, IL, USA
- Rating
- 63
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Primary, Elementary Schools
Reported finances
- Revenue
- $142,716
- Expenses
- $115,481
- Assets
- $134,757
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
2 people listed
Executive titles in this filing
- Julie Bell (President)
People named in this filing
- Julie Bell (President)
- Todd Aikins (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Parent Teacher Organization for the Lake Bluff, IL public schools. To support the elementary and middle schools.
What it reported doing in 2024
Teacher and staff appreciation
Operating model
- Revenue model
- Donor-supported. 97% of the money available for current operations came from contributions and gifts.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 36
- Transparency & Controls: 100
- Sustainability: 61
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 33.1%; rating input score 33
- Program expense ratio: 40.9%; rating input score 41
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 19.1%; rating input score 73; 73rd percentile among comparable filings
- Total-asset coverage ratio: 1.17; rating input score 65; 65th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: -2.9% per year; rating input score 0; 22nd percentile among comparable filings
- Revenue growth: 39.4% per year; rating input score 100; 94th percentile among comparable filings
- Asset growth: -18.1% per year; rating input score 0; 7th percentile among comparable filings
Details
- Where the money goes: 33.1% of revenue deployed · 40.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $47K in reported program spending
- Leadership: top reported pay $0 · 2 people listed
- Consistency: 7 of 8 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2020 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 33/100.
- Moderate — Financial Efficiency: Program expense ratio scored 41/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Asset growth scored 0/100.