Lake Forest High School APT

Nonprofit profile at a glance

EIN
363978868
IRS 990-EZ coverage
2017–2024
Forms available
Form 990-EZ 2024
Location
Lake Forest, IL, USA
Phone
3129612230
Rating
94
Verdict
STRONG
Rating confidence
Moderate
Sector
Parent/Teacher Group

Official website

Reported finances

Revenue
$68,055
Expenses
$76,471
Assets
$123,397

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Betsy Miller (President)
  • Shawn Gore (Vice President)

People named in this filing

  • Julie Benda Helms (Treasurer)
  • Betsy Miller (President)
  • Shawn Gore (Vice President)

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

To provide financial aid and support for Lake Forest HS

What it reported doing in 2024

Senior Service Awards - a program of 500 awards to seniors selected for their participation in school activities, community affairs and academic achievements.

Operating model

Revenue model
Donor-supported. 72% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 44% for direct work, and 56% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 95
  • Transparency & Controls: 100
  • Sustainability: 38
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 98.6%; rating input score 99
  • Program expense ratio: 87.6%; rating input score 88

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: -12.4%; rating input score 29; 29th percentile among comparable filings
  • Total-asset coverage ratio: 1.61; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 9.4% per year; rating input score 100; 71st percentile among comparable filings
  • Revenue growth: 3.9% per year; rating input score 100; 67th percentile among comparable filings
  • Asset growth: 5.4% per year; rating input score 100; 59th percentile among comparable filings

Details

  • Where the money goes: 98.6% of revenue deployed · 87.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $67K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 7 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • 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.

  • High — Sustainability: Operating margin scored 29/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.