Civic Intelligence

Forest Dale Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2014 • EIN 35-1842089

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 03, 2014

Organization ProfileN/A
10721 Lakeshore Dr W46033

(317) 506-6023

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$36,771

No earlier filing loaded for comparison.

Net Assets

$36,771

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

$42,634

No earlier filing loaded for comparison.

Expenses

$35,785

No earlier filing loaded for comparison.

Net Income

$6,849

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$36,771
Liabilities-
Net Assets$36,771
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$42,634
Expenses$35,785
Net Income$6,849
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 3, 2014
Return Version
2013v3.1
Gross Receipts
$67,470
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-$34,742
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER CASSIDYPresidentPT$0--
CELESTE MURNANVice PresidePT$0--
DENISE MURRAYAssistant Tr-$0--
BUFFY PERKINSTreasurerPT$0--
BETH RUSSOCorr. Secret-$0--
NICOLE LAWRecording Se-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$17,412$17,412$15,114$2,298
Event 2$13,008$13,008$1,424$11,584
Total Events$37,875$37,875$18,926$18,949
Filing and Contact Details

Filer

EIN
35-1842089
Phone
3175066023

Signing Officer

Name
Buffy Perkins
Title
Treasurer
Phone
3175066023
Signed
2014-11-03
Discuss with paid preparer
Yes

Preparer

Preparer
Brian D Rhea
Phone
3175759262
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 24 media center 5,395 hospitality 3,162 special projects 778 counseling 1,698 falcon pride program 2,338 principal's fund 3,199 staff recognition 1,629 student programs 1,689 classroom gifts 10,435 curriculum enhancement 3,504 school gifts 915 office expense 459 total 35,225”

Raw XML Appendix177 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JENNIFER CASSIDY
CompensationExplanation/CompensationExplanationGrp/PersonNm1CELESTE MURNAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2DENISE MURRAY
CompensationExplanation/CompensationExplanationGrp/PersonNm3BUFFY PERKINS
CompensationExplanation/CompensationExplanationGrp/PersonNm4BETH RUSSO
CompensationExplanation/CompensationExplanationGrp/PersonNm5NICOLE LAW
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BUFFY PERKINS
IRS990EZ/BooksInCareOfDetail/PhoneNum03175066023
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10201 WOODLAND LANE
IRS990EZ/BooksInCareOfDetail/USAddress/City0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/State0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode046032
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029922
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER CASSIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CELESTE MURNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENISE MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BUFFY PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETH RUSSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICOLE LAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORR. SECRET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035225
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT FOREST DALE ELEMENTARY IN EDUCATING STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL GIFTS, TEACHER GRANTS, STAFF SUPPORT, CLASSROOM GIFTS AND GENERAL SCHOOL SUPPORT BENEFITTING ENTIRE STUDENT BODY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034742
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024836
IRS990EZ/SpecialEventsNetIncomeLossAmt021605
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035785
IRS990EZ/TotalProgramServiceExpensesAmt034742
IRS990EZ/TotalRevenueAmt042634
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020774
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021597
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt063379
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt025
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt085
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0147
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0325
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt046441
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt045425
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt040266
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt088185
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt090115
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0310432
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt085
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0325
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99850
IRS990ScheduleA/PublicSupportTotal509Amt0373811
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt088185
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090115
IRS990ScheduleA/Total509Grp/TotalAmt0373811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067470
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061910
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090262
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0374136
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013008
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07455
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017412
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013008
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07455
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037875
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0MULCH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018949
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02388
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018926
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015114
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01424
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 24 MEDIA CENTER 5,395 HOSPITALITY 3,162 SPECIAL PROJECTS 778 COUNSELING 1,698 FALCON PRIDE PROGRAM 2,338 PRINCIPAL'S FUND 3,199 STAFF RECOGNITION 1,629 STUDENT PROGRAMS 1,689 CLASSROOM GIFTS 10,435 CURRICULUM ENHANCEMENT 3,504 SCHOOL GIFTS 915 OFFICE EXPENSE 459 TOTAL 35,225
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BUFFY PERKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03175066023
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10FOREST DALE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0351842089
ReturnHeader/Filer/PhoneNum03175066023
ReturnHeader/Filer/USAddress/AddressLine1010721 LAKESHORE DR W
ReturnHeader/Filer/USAddress/City0CARMEL
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046033
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351970648
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RHEA & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102181 DUKE OF YORK ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0460328409
ReturnHeader/PreparerPersonGrp/PhoneNum03175759262
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D RHEA
ReturnHeader/ReturnTs02014-11-04T08:35:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,771
Liabilities
-
Net assets
$36,771
Revenue
$42,634
Expenses
$35,785
Net income
$6,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.66$1.04$0.38
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.71$0.54$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.79$0.65$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.72$0.50$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.43$0.44$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.67$0.39$0.28
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.51$0.40$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.41$0.57$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.47$0.45$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.49$0.43$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.39$0.62$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.43$0.36$0.07