Civic Intelligence

Forest Dale Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2022 • EIN 35-1842089

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 24, 2022

Organization ProfileWWW1.CCS.K12.IN.US/FDE
10721 Lakeshore Dr WCarmel, IN 46033

(317) 294-7161

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

84th percentile

50%

Faster asset growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

66%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$66,982

Up $22,309 (+50%) from 2021

Net Assets

Up

$66,982

Up $22,309 (+50%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Up

$71,859

Up $28,569 (+66%) from 2021

Expenses

Up

$49,550

Up $5,692 (+13%) from 2021

Net Income

Up

$22,309

Up $22,877 (+4028%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2022

Assets$66,982
Liabilities-
Net Assets$66,982
Open 2022 Filing

Operations Trend

Revenue Growth78th 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

2022

Revenue$71,859
Expenses$49,550
Net Income$22,309
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 24, 2022
Return Version
2021v4.0
Gross Receipts
$105,620
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-$47,321
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MICHAEL GULDENCo-PresidentPT$0--
ALISHA PANKIWCo-PresidentPT$0--
MICHELLE KIRBYVice Preside-$0--
DEBBIE AVERYTreasurerPT$0--
JOY BOAKEAssistant T-$0--
JESSICA PINYERDCorrespondin-$0--
ELIZABETH EVANSRecording Se-$0--
RACHEL CERAPast Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$79,847$79,847$21,098$58,749
Silent Auction$16,291$16,291$6,852$9,439
Total Events$96,138$96,138$27,950$68,188
Filing and Contact Details

Filer

Filer Name
Forest Dale Elementary Pto
EIN
35-1842089
Phone
3172947161
Address
10721 LAKESHORE DR W, CARMEL, IN 46033

Signing Officer

Name
Joy Boake
Title
Treasurer
Phone
3175699897
Signed
2022-08-24
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 4,422 hospitality 4,016 counseling 1,729 principal's fund 4,200 gift policy expense 1,909 student programs 8,546 classroom gifts 7,885 curriculum enhancement 3,705 pto administration 966 project funds 10,909 contributions 600 total 48,887”

Raw XML Appendix179 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/PhoneNum03172947161
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046033
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044673
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066982
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IRS990EZ/ContributionsGiftsGrantsEtcAmt05821
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt099769
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt066982
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY MICHAEL GULDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALISHA PANKIW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE KIRBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBBIE AVERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOY BOAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSICA PINYERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELIZABETH EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RACHEL CERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSISTANT T
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048887
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/ProgramServiceExpensesAmt047321
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033761
IRS990EZ/SpecialEventsNetIncomeLossAmt066008
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049550
IRS990EZ/TotalProgramServiceExpensesAmt047321
IRS990EZ/TotalRevenueAmt071859
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW1.CCS.K12.IN.US/FDE
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05821
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07351
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt071442
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0155
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt099769
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt053720
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt087294
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt044680
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt039599
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0325062
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt045
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0155
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0396504
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059907
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt094645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061962
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105620
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt094678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt061991
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0396659
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027950
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt079847
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt096138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt079847
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt096138
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt068188
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027950
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021098
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MEDIA CENTER 4,422 HOSPITALITY 4,016 COUNSELING 1,729 PRINCIPAL'S FUND 4,200 GIFT POLICY EXPENSE 1,909 STUDENT PROGRAMS 8,546 CLASSROOM GIFTS 7,885 CURRICULUM ENHANCEMENT 3,705 PTO ADMINISTRATION 966 PROJECT FUNDS 10,909 CONTRIBUTIONS 600 TOTAL 48,887
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOY BOAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03175699897
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOREST DALE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0351842089
ReturnHeader/Filer/PhoneNum03172947161
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/PreparationDt02022-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D RHEA
ReturnHeader/ReturnTs02022-08-24T09:30:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOAKE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,982
Liabilities
-
Net assets
$66,982
Revenue
$71,859
Expenses
$49,550
Net income
$22,309
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