Civic Intelligence

Forest Dale Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2015 • EIN 35-1842089

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 27, 2015

Organization ProfileN/A
10721 Lakeshore Dr WCarmel, IN 46033

(317) 574-1639

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

7th percentile

-59%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

6th percentile

-63%

Faster asset growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-8.5%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,618

Down $23,153 (-63%) from 2014

Net Assets

Down

$13,618

Down $23,153 (-63%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$38,998

Down $3,636 (-8.5%) from 2014

Expenses

Up

$62,151

Up $26,366 (+74%) from 2014

Net Income

Down

-$23,153

Down $30,002 (-438%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

2015

Assets$13,618
Liabilities-
Net Assets$13,618
Open 2015 Filing

Operations Trend

Revenue Growth35th percentile

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

2015

Revenue$38,998
Expenses$62,151
Net Income-$23,153
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 27, 2015
Return Version
2014v5.0
Gross Receipts
$59,067
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-$59,556
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mulch Sales$18,600$18,600$15,533$3,067
Silent Auction$12,904$12,904$1,421$11,483
Total Events$31,504$31,504$16,954$14,550
Filing and Contact Details

Filer

Filer Name
Forest Dale Elementary Pto
EIN
35-1842089
Phone
3175741639
Address
10721 LAKESHORE DR W, CARMEL, IN 46033

Signing Officer

Name
Denise Murray
Title
Treasurer
Phone
3175741639
Signed
2015-08-27
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 bank fees 19 media center 5,500 hospitality 2,509 special projects 846 counseling 1,287 falcon pride program 2,500 principal's fund 3,200 staff recognition 1,563 student programs 10,953 classroom gifts 8,769 curriculum enhancement 3,670 school gifts 17,905 supplies 1,951 convocations 854 total 61,526”

Raw XML Appendix169 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DENISE MURRAY
IRS990EZ/BooksInCareOfDetail/PhoneNum03175741639
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010525 POWER DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046033
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036771
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013618
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020660
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-23153
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0625
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt013618
IRS990EZ/FundraisingGrossIncomeAmt035377
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IRS990EZ/GrossReceiptsAmt059067
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036771
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013618
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036771
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013618
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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/OtherExpensesTotalAmt061526
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/ProgramServiceExpensesAmt059556
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020069
IRS990EZ/SpecialEventsNetIncomeLossAmt018315
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062151
IRS990EZ/TotalProgramServiceExpensesAmt059556
IRS990EZ/TotalRevenueAmt038998
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020774
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021597
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt084039
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt085
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0201
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt038384
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt046441
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt045425
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt040266
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt088185
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0258701
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt085
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0201
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal509Amt0342740
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059044
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088185
IRS990ScheduleA/Total509Grp/TotalAmt0342740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067470
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088270
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0342941
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016954
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MULCH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012904
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031504
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012904
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031504
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014550
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016954
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015533
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 19 MEDIA CENTER 5,500 HOSPITALITY 2,509 SPECIAL PROJECTS 846 COUNSELING 1,287 FALCON PRIDE PROGRAM 2,500 PRINCIPAL'S FUND 3,200 STAFF RECOGNITION 1,563 STUDENT PROGRAMS 10,953 CLASSROOM GIFTS 8,769 CURRICULUM ENHANCEMENT 3,670 SCHOOL GIFTS 17,905 SUPPLIES 1,951 CONVOCATIONS 854 TOTAL 61,526
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE MURRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03175741639
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOREST DALE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0351842089
ReturnHeader/Filer/PhoneNum03175741639
ReturnHeader/Filer/USAddress/AddressLine1Txt010721 LAKESHORE DR W
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046033
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351970648
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RHEA & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02181 DUKE OF YORK ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0460328409
ReturnHeader/PreparerPersonGrp/PhoneNum03175759262
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D RHEA
ReturnHeader/ReturnTs02015-08-28T14:01:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,618
Liabilities
-
Net assets
$13,618
Revenue
$38,998
Expenses
$62,151
Net income
-$23,153
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