Civic Intelligence

Forest Dale Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2024 • EIN 35-1842089

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 21, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$97,951

Up $16,890 (+21%) from 2023

Net Assets

Up

$97,951

Up $16,890 (+21%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$71,087

Down $8,376 (-11%) from 2023

Expenses

Down

$54,197

Down $11,187 (-17%) from 2023

Net Income

Up

$16,890

Up $2,811 (+20%) from 2023

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

2024

Assets$97,951
Liabilities-
Net Assets$97,951

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

2024

Revenue$71,087
Expenses$54,197
Net Income$16,890
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 21, 2024
Return Version
2023v5.0
Gross Receipts
$98,833
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-$51,916
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL CERACo-PresidentPT$0--
JULIE CAHILLCo-PresidentPT$0--
SAMANTHA DIETZCo-Vice PresPT$0--
HANNAH BROOKSCo-Vice PresPT$0--
JESSICA PINYERDTreasurerPT$0--
JESSICA VALENTINEAsst Treasur-$0--
LAURA RIDDERMANCorrespondinPT$0--
RACHEL FREITASRecording SePT$0--
ELIZABETH EVANSPast PresidePT$0--
MICHELLE KIRBYPast PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$67,819$67,819$18,732$49,087
Parent Social$24,147$24,147$8,764$15,383
Total Events$91,966$91,966$27,496$64,470
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
Natalie Jones
Title
Treasurer
Phone
3175699897
Signed
2024-07-21
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 5,250 hospitality 7,405 counseling 2,044 principal's fund 4,774 student programs 12,839 classroom gifts 8,426 curriculum enhancement 6,421 pto administration 1,609 project funds 4,757 bank fees 12 total 53,537

Raw XML Appendix186 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/TitleTxt9PAST PRESIDE
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MEDIA CENTER 5,250 HOSPITALITY 7,405 COUNSELING 2,044 PRINCIPAL'S FUND 4,774 STUDENT PROGRAMS 12,839 CLASSROOM GIFTS 8,426 CURRICULUM ENHANCEMENT 6,421 PTO ADMINISTRATION 1,609 PROJECT FUNDS 4,757 BANK FEES 12 TOTAL 53,537
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
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ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0351842089
ReturnHeader/Filer/PhoneNum03172250994
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ReturnHeader/PreparerPersonGrp/PhoneNum03175759262
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN D RHEA
ReturnHeader/ReturnTs02024-07-26T16:56:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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