Civic Intelligence

Forest Dale Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2018 • EIN 35-1842089

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 02, 2018

10721 Lakeshore Dr WCarmel, IN 46033

(317) 670-7811

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

10th percentile

-39%

Higher net margin than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

5th percentile

-73%

Faster asset growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$5,791

Down $15,842 (-73%) from 2017

Net Assets

Down

$5,791

Down $15,842 (-73%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$40,957

Down $6,447 (-14%) from 2017

Expenses

Up

$56,799

Up $11,741 (+26%) from 2017

Net Income

Down

-$15,842

Down $18,188 (-775%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$5,791
Liabilities-
Net Assets$5,791

Operations Trend

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

2018

Revenue$40,957
Expenses$56,799
Net Income-$15,842
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$61,991
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-$54,996
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECKY KUCHARSKICo-PresidentPT$0--
BETH RUSSOCo-President-$0--
RACHEL CERAVice Preside-$0--
MARGOT CLARKTreasurerPT$0--
CHRISTINE ERMELAssistant Tr-$0--
JULIE CAHILLAssistant Tr-$0--
ERIN CORWINCorrespondin-$0--
MEG CATERecording Se-$0--
JENNIFER CASSIDYPast Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mulch Sales$19,457$19,457$17,346$2,111
Silent Auction$14,897$14,897$1,824$13,073
Total Events$34,354$34,354$19,170$15,184
Filing and Contact Details

Filer

Filer Name
Forest Dale Elementary Pto
EIN
35-1842089
Phone
3176707811
Address
10721 LAKESHORE DR W, CARMEL, IN 46033

Signing Officer

Name
Julie Cahill
Title
Treasurer
Phone
3175699897
Signed
2018-11-02
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 3,772 hospitality 2,712 special projects 3,107 counseling 2,155 principal's fund 4,935 staff recognition 1,827 student programs 10,610 classroom gifts 9,346 curriculum enhancement 4,234 pto administration 896 convocations 694 school gifts 11,604 bank charges 50 total 55,942

Raw XML Appendix188 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MEG CATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JENNIFER CASSIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055942
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/ProgramServiceExpensesAmt054996
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt018565
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MULCH SALES
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014897
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MEDIA CENTER 3,772 HOSPITALITY 2,712 SPECIAL PROJECTS 3,107 COUNSELING 2,155 PRINCIPAL'S FUND 4,935 STAFF RECOGNITION 1,827 STUDENT PROGRAMS 10,610 CLASSROOM GIFTS 9,346 CURRICULUM ENHANCEMENT 4,234 PTO ADMINISTRATION 896 CONVOCATIONS 694 SCHOOL GIFTS 11,604 BANK CHARGES 50 TOTAL 55,942
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE CAHILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03175699897
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOREST DALE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0351842089
ReturnHeader/Filer/PhoneNum03176707811
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ReturnHeader/FilingSecurityInformation/IPTm014:44:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351970648
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02181 DUKE OF YORK ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0460328409
ReturnHeader/PreparerPersonGrp/PhoneNum03175759262
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D RHEA
ReturnHeader/ReturnTs02018-11-02T13:45:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings