Civic Intelligence

Forest Dale Elementary PTO

EIN 35-1842089 • 501(c)3 • Carmel, IN

Profile

Support forest dale elementary in educating students

10721 Lakeshore Dr WCarmel, IN 46033

www1.ccs.k12.in.us/FDE

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

13th percentile

-57%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

35th percentile

-14%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

41st percentile

-8.6%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$60,289

Down $37,662 (-38%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$60,289

Down $37,662 (-38%) from 2024

Revenue

Down

$66,409

Down $4,678 (-6.6%) from 2024

Expenses

Up

$104,071

Up $49,874 (+92%) from 2024

Net Income

Down

-$37,662

Down $54,552 (-323%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2014: $36,771Net Assets 2014: $36,7712014Assets 2015: $13,618Net Assets 2015: $13,6182015Assets 2016: $19,287Net Assets 2016: $19,2872016Assets 2017: $21,633Net Assets 2017: $21,6332017Assets 2018: $5,791Net Assets 2018: $5,7912018Assets 2019: $17,328Net Assets 2019: $17,3282019Assets 2020: $45,241Net Assets 2020: $45,2412020Assets 2021: $44,673Net Assets 2021: $44,6732021Assets 2022: $66,982Net Assets 2022: $66,9822022Assets 2023: $81,061Net Assets 2023: $81,0612023Assets 2024: $97,951Net Assets 2024: $97,9512024Assets 2025: $60,289Net Assets 2025: $60,2892025

Highlighted filing

2025

Assets$60,289
Liabilities-
Net Assets$60,289

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $42,634Expenses 2014: $35,785Net Income 2014: $6,8492014Revenue 2015: $38,998Expenses 2015: $62,151Net Income 2015: -$23,1532015Revenue 2016: $48,674Expenses 2016: $43,007Net Income 2016: $5,6672016Revenue 2017: $47,404Expenses 2017: $45,058Net Income 2017: $2,3462017Revenue 2018: $40,957Expenses 2018: $56,799Net Income 2018: -$15,8422018Revenue 2019: $51,079Expenses 2019: $39,542Net Income 2019: $11,5372019Revenue 2020: $67,050Expenses 2020: $39,137Net Income 2020: $27,9132020Revenue 2021: $43,290Expenses 2021: $43,858Net Income 2021: -$5682021Revenue 2022: $71,859Expenses 2022: $49,550Net Income 2022: $22,3092022Revenue 2023: $79,463Expenses 2023: $65,384Net Income 2023: $14,0792023Revenue 2024: $71,087Expenses 2024: $54,197Net Income 2024: $16,8902024Revenue 2025: $66,409Expenses 2025: $104,071Net Income 2025: -$37,6622025

Highlighted filing

2025

Revenue$66,409
Expenses$104,071
Net Income-$37,662

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 21, 2025
Return Version
2024v5.0
Gross Receipts
$94,176
Mission and Program Overview

Mission

Support forest dale elementary in educating students

Program Services

DescriptionGrantsExpenses
SCHOOL GIFTS, TEACHER GRANTS, STAFF SUPPORT, CLASSROOM GIFTS AND GENERAL SCHOOL SUPPORT BENEFITTING ENTIRE STUDENT BODY-$101,508
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA PINYERDCo-PresidentPT$0--
SAMANTHA DIETZCo-PresidentPT$0--
BECKY WHITECo-Vice PresPT$0--
NICOLE BLACKCo-Vice PresPT$0--
NATALIE JONESTreasurerPT$0--
CARLY SMITHAsst Treasur-$0--
LAURA RIDDERMANCorrespondinPT$0--
RYANN RICCHIORecording SePT$0--
RACHEL CERAPast Preside-$0--
LIZZIE EVANSPast Preside-$0--
MICHELLE KIRBYCouncil RepPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$67,726$67,726$19,361$48,365
Parent Social$21,718$21,718$8,406$13,312
Total Events$89,444$89,444$27,767$61,677
Filing and Contact Details

Filer

Filer Name
Forest Dale Elementary Pto
EIN
35-1842089
Phone
7657304949
Address
10721 LAKESHORE DR W, CARMEL, IN 46033

Signing Officer

Name
Carly Smith
Title
Treasurer
Phone
3175699897
Signed
2025-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Rhea & Company
Address
2181 DUKE OF YORK ST, CARMEL, IN 46032-8409
Preparer
Brian D Rhea
Phone
3175759262
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses media center 6,399 hospitality 8,833 counseling 2,989 principal's fund 4,636 student programs 13,089 classroom gifts 10,651 curriculum enhancement 7,880 pto administration 1,495 project funds 47,031 bank fees 43 donations 300 total 103,346

Raw XML Appendix190 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MEDIA CENTER 6,399 HOSPITALITY 8,833 COUNSELING 2,989 PRINCIPAL'S FUND 4,636 STUDENT PROGRAMS 13,089 CLASSROOM GIFTS 10,651 CURRICULUM ENHANCEMENT 7,880 PTO ADMINISTRATION 1,495 PROJECT FUNDS 47,031 BANK FEES 43 DONATIONS 300 TOTAL 103,346
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