Civic Intelligence

Forest Dale Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2016 • EIN 35-1842089

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 01, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

82nd percentile

42%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$19,287

Up $5,669 (+42%) from 2015

Net Assets

Up

$19,287

Up $5,669 (+42%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Up

$48,674

Up $9,676 (+25%) from 2015

Expenses

Down

$43,007

Down $19,144 (-31%) from 2015

Net Income

Up

$5,667

Up $28,820 (+124%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2016

Assets$19,287
Liabilities-
Net Assets$19,287
Open 2016 Filing

Operations Trend

Revenue Growth76th 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

2016

Revenue$48,674
Expenses$43,007
Net Income$5,667
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$78,325
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-$41,259
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CELESTE MURNANPresidentPT$0--
NICOLE LAWVice PresidePT$0--
DENISE MURRAYTreasurerPT$0--
BUFFY PERKINSAssistant Tr-$0--
DEBBIE CLICKRecording Se-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mulch Sales$29,005$29,005$25,179$3,826
Silent Auction$14,869$14,869$2,227$12,642
Total Events$43,874$43,874$27,406$16,468
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
Buffy Perkins
Title
Assistant Treasurer
Phone
3175699897
Signed
2016-11-01
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 30 media center 5,386 hospitality 1,857 special projects 944 counseling 1,565 leadership program 2,198 principal's fund 3,406 staff recognition 1,669 student programs 9,375 classroom gifts 8,503 curriculum enhancement 4,007 school gifts 421 supplies 280 convocations 500 teacher appreciation 1,428 other fundraising expense 813 total 42,382”

Raw XML Appendix166 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/PersonNm0BUFFY PERKINS
IRS990EZ/BooksInCareOfDetail/PhoneNum03175066023
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 WOODLAND LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046032
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013620
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019287
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025484
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05667
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0625
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt050208
IRS990EZ/GamingGrossIncomeAmt02611
IRS990EZ/GrossReceiptsAmt078325
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt022
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013620
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019287
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CELESTE MURNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE LAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENISE MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BUFFY PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DEBBIE CLICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042382
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/ProgramServiceExpensesAmt041259
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029651
IRS990EZ/SpecialEventsNetIncomeLossAmt023168
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043007
IRS990EZ/TotalProgramServiceExpensesAmt041259
IRS990EZ/TotalRevenueAmt048674
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020774
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021597
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0109523
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0138
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt052819
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt038384
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt046441
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt045425
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt040266
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0223335
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0138
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0332858
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059044
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061863
IRS990ScheduleA/Total509Grp/TotalAmt0332858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078325
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt067470
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061910
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0332996
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027406
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MULCH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014869
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014869
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043874
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016468
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027406
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025179
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 30 MEDIA CENTER 5,386 HOSPITALITY 1,857 SPECIAL PROJECTS 944 COUNSELING 1,565 LEADERSHIP PROGRAM 2,198 PRINCIPAL'S FUND 3,406 STAFF RECOGNITION 1,669 STUDENT PROGRAMS 9,375 CLASSROOM GIFTS 8,503 CURRICULUM ENHANCEMENT 4,007 SCHOOL GIFTS 421 SUPPLIES 280 CONVOCATIONS 500 TEACHER APPRECIATION 1,428 OTHER FUNDRAISING EXPENSE 813 TOTAL 42,382
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BUFFY PERKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03175699897
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
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/PreparationDt02016-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D RHEA
ReturnHeader/ReturnTs02016-11-08T14:36:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,287
Liabilities
-
Net assets
$19,287
Revenue
$48,674
Expenses
$43,007
Net income
$5,667
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