Civic Intelligence

Forest Dale Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2023 • EIN 35-1842089

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 31, 2023

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

(317) 225-0994

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

74th percentile

21%

Faster asset growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$81,061

Up $14,079 (+21%) from 2022

Net Assets

Up

$81,061

Up $14,079 (+21%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$79,463

Up $7,604 (+11%) from 2022

Expenses

Up

$65,384

Up $15,834 (+32%) from 2022

Net Income

Down

$14,079

Down $8,230 (-37%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2023

Assets$81,061
Liabilities-
Net Assets$81,061
Open 2023 Filing

Operations Trend

Revenue Growth57th 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

2023

Revenue$79,463
Expenses$65,384
Net Income$14,079
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 31, 2023
Return Version
2022v5.0
Gross Receipts
$107,730
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-$63,415
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH EVANSCo-PresidentPT$0--
MICHELLE KIRBYCo-PresidentPT$0--
RACHEL CERACo-Vice Pres-$0--
JULIE CAHILLCo-Vice Pres-$0--
JOY BOAKETreasurerPT$0--
JESSICA PINYERDAssistant Tr-$0--
LESLEY PIERCECorrespondin-$0--
RACHEL FREITASRecording Se-$0--
ALISHA PANKIWPast Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$77,908$77,908$16,484$61,424
Silent Auction$20,277$20,277$7,428$12,849
Total Events$98,185$98,185$23,912$74,273
Filing and Contact Details

Filer

Filer Name
Forest Dale Elementary Pto
EIN
35-1842089
Phone
3172250994
Address
10721 LAKESHORE DR W, CARMEL, IN 46033

Signing Officer

Name
Jessica Pinyerd
Title
Treasurer
Phone
3175699897
Signed
2023-07-31
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 5,501 hospitality 8,654 counseling 2,050 principal's fund 6,163 student programs 11,483 classroom gifts 7,878 curriculum enhancement 3,922 pto administration 729 project funds 17,764 contributions 600 total 64,744”

Raw XML Appendix184 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/CashSavingsAndInvestmentsGrp/BOYAmt066982
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE KIRBY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSICA PINYERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LESLEY PIERCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RACHEL FREITAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALISHA PANKIW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064744
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/ProgramServiceExpensesAmt063415
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028267
IRS990EZ/SpecialEventsNetIncomeLossAmt074970
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065384
IRS990EZ/TotalProgramServiceExpensesAmt063415
IRS990EZ/TotalRevenueAmt079463
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW1.CCS.K12.IN.US/FDE
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05821
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07351
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt052881
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0691
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt053720
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt087294
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt044680
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0388700
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0691
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt033
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0817
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0107039
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0105620
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt094678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt074445
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0442398
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023912
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt077908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt098185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt077908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt098185
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt074273
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023912
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016484
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MEDIA CENTER 5,501 HOSPITALITY 8,654 COUNSELING 2,050 PRINCIPAL'S FUND 6,163 STUDENT PROGRAMS 11,483 CLASSROOM GIFTS 7,878 CURRICULUM ENHANCEMENT 3,922 PTO ADMINISTRATION 729 PROJECT FUNDS 17,764 CONTRIBUTIONS 600 TOTAL 64,744
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA PINYERD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03175699897
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOREST DALE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0351842089
ReturnHeader/Filer/PhoneNum03172250994
ReturnHeader/Filer/USAddress/AddressLine1Txt010721 LAKESHORE DR W
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046033
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D RHEA
ReturnHeader/ReturnTs02023-08-06T10:31:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOAKE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,061
Liabilities
-
Net assets
$81,061
Revenue
$79,463
Expenses
$65,384
Net income
$14,079
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