Large Unit District Association EIN 52-2403462 Form 990 (PDF) Claim this org

Large Unit District Association FY2021 filing

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Connects large school districts to share best practices and resources. For fiscal year 2021 it reported $311K in revenue, $300K in expenses, and $319K in net assets.Pt I

Founded
2004
Type
Membership association · Education
Location
Huntley, IL
Website
www.ludaschools.org
Filings
5 on file (2020–2021)
Revenue
$311KFY2021
Expenses
$300K
Net assets
$319K
People
11
Filings
5
Updates
0
More identity details & actions ⌄
EIN  52-2403462 Membership association Huntley, IL Founded 2004
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Connects large school districts to share best practices and resources.
Leadership
Dr John Burkey · Executive Director · $187K
Money in and out
$311K revenue, $300K expenses
Bottom line
+3% operating surplus
Membership & operating revenue · FY2021
Total revenue
$311K
Pt VIII · Ln 12
Total expenses
$300K
Pt IX · Ln 25
Net assets
$319K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $11K
Where spending went · Part IX cols B–D
Program services $0.65 Management & general $0.35
Operating surplus
+3%
revenue over expenses
Earned revenue
62%
of revenue from program services & dues
Payroll share
82%
of spending is salaries & benefits

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$311K
FY2021▼ -42%
Expenses
$300K
FY2021▼ -25%
Total assets
$412K
FY2021▲ +20%
Total liabilities
$93K
FY2021▲ +161%
Total revenue
$311K
Pt VIII · Ln 12
Total expenses
$300K
Pt IX · Ln 25
Net assets
$319K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$11K
Total assetsPt X · Ln 16$412K
Program-expense ratioPt IX · col B65%
Voting members of governing bodyPt I · Ln 310
Independent voting membersPt I · Ln 410
Mission & Programs · Part III

Where the work happens

1 program service account for $195K of program spending, described in the organization's own filed words · FY2020.
01

To promote the sound and efficient operation of large unit school districts throughout the State of Illinois; to serve as an informational resource for such districts; and making known to the public the educational, operational and organizational needs and concerns of such school districts.

$195Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CLarge Unit District Association
EINHdr · item D52-2403462
Principal addressHdr · item CHuntley, IL
WebsiteHdr · item Jwww.ludaschools.org
Year of formationHdr · item L2004
State of legal domicileHdr · item MIL
Exempt statusHdr · item I501(c)(4) · active
NTEE classificationIRS BMFEducation (B192)
Ruling yearIRS BMFJan 2010

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a10
Independent voting membersPt VI · Ln 1b10
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$187,128Pt VII · Sec A
Vice-President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Dr John Burkey’s $222K as Executive Director is at the 99th percentile of top reported officer pay among 1616 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Dr John Burkey$222,074$210,472$198,622$190,580$187,128$180,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Program service revenue$192K · 62%
Contributions & grants$115K · 37%
Other revenue$4K · 1%
Program service revenue62%$192K
Contributions & grants37%$115K
Other revenue1%$4K
Investment income$153
Total revenueLn 12$311K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.65 Management & general $0.35
Program services65%$195K
Management & general35%$105K
Total functional expensesLn 25$300K

Balance Sheet

Part X · end of year
CashLn 1$409K
Total assetsLn 16$412K
Total liabilitiesLn 26$93K
Total net assetsLn 32$319K
Months of cash on handcomputed16.4

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $409K · Operating expenses/yr $300K
16.4 months
Where the money goes
Program services
Program services $195K · Total expenses $300K
65%
Management & General
Management & general $105K · Total expenses $300K
35%
Fundraising
Fundraising $0 · Total expenses $300K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $190K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $115K · Total revenue $311K
37%
Government reliance
Government grants — · Total revenue $311K
Earned-income share
Program service revenue $192K · Total revenue $311K
62%
Investment reliance
Investment income $153 · Total revenue $311K
+0.05%
Program self-sufficiency
Program service revenue $192K · Total expenses $300K
64%
Growth & trend
Revenue growth (YoY)
This year $311K · Prior year $540K
-42%
Net-asset trend (YoY)
End of year $319K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $311K · Expenses $300K
+3%
Liabilities-to-Assets
Total liabilities — · Total assets $412K
Net-asset ratio
Net assets $319K · Total assets $412K
77%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $412K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Dr John Burkey · Reported title Executive Director · Highest reported compensation $187K · Total expenses $300K
62%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $245K · Total expenses $300K
82%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 65%
Overhead ratio 35%
Fundraising cost ratio 0%
Revenue growth -42%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$763K revenue · ⤓ 990 PDF
FY2023$692K revenue · ⤓ 990 PDF
FY2022$584K revenue · ⤓ 990 PDF
FY2021$311K revenue · viewing · ⤓ 990 PDF
FY2020$540K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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