Civic Intelligence

Forest Glen PTA

990EZ • Fiscal year 2023 • EIN 36-3662346

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

561 Elm StreetGlen Ellyn, IL 60137

(630) 790-0221

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

41st percentile

-0.5%

Higher net margin than 41% 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

45th percentile

-0.7%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

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

Assets

Down

$43,070

Down $315 (-0.7%) from 2022

Net Assets

Down

$43,070

Down $315 (-0.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$66,197

Up $7,027 (+12%) from 2022

Expenses

Up

$66,512

Up $25,775 (+63%) from 2022

Net Income

Down

-$315

Down $18,748 (-102%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2013: $15,989Net Assets 2013: $15,9892013Assets 2014: $23,093Net Assets 2014: $23,0932014Assets 2015: $21,674Net Assets 2015: $21,6742015Assets 2016: $26,033Net Assets 2016: $26,0332016Assets 2017: $24,500Liabilities 2017: $0Net Assets 2017: $24,5002017Assets 2018: $29,240Liabilities 2018: $0Net Assets 2018: $29,2402018Assets 2019: $30,399Liabilities 2019: $0Net Assets 2019: $30,3992019Assets 2020: $39,045Liabilities 2020: $0Net Assets 2020: $39,0452020Assets 2021: $24,953Liabilities 2021: $0Net Assets 2021: $24,9532021Assets 2022: $43,385Liabilities 2022: $0Net Assets 2022: $43,3852022Assets 2023: $43,070Liabilities 2023: $0Net Assets 2023: $43,0702023Assets 2024: $39,737Liabilities 2024: $0Net Assets 2024: $39,7372024Assets 2025: $66,875Liabilities 2025: $0Net Assets 2025: $66,8752025

Highlighted filing

2023

Assets$43,070
Liabilities$0
Net Assets$43,070

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $52,655Expenses 2013: $51,250Net Income 2013: $1,4052013Revenue 2014: $45,412Expenses 2014: $38,308Net Income 2014: $7,1042014Revenue 2015: $40,676Expenses 2015: $42,095Net Income 2015: -$1,4192015Revenue 2016: $57,582Expenses 2016: $53,223Net Income 2016: $4,3592016Revenue 2017: $58,132Expenses 2017: $59,665Net Income 2017: -$1,5332017Revenue 2018: $64,257Expenses 2018: $59,517Net Income 2018: $4,7402018Revenue 2019: $70,626Expenses 2019: $69,467Net Income 2019: $1,1592019Revenue 2020: $74,940Expenses 2020: $66,297Net Income 2020: $8,6432020Revenue 2021: $6,707Expenses 2021: $20,799Net Income 2021: -$14,0922021Revenue 2022: $59,170Expenses 2022: $40,737Net Income 2022: $18,4332022Revenue 2023: $66,197Expenses 2023: $66,512Net Income 2023: -$3152023Revenue 2024: $36,123Expenses 2024: $39,456Net Income 2024: -$3,3332024Revenue 2025: $102,216Expenses 2025: $75,078Net Income 2025: $27,1382025

Highlighted filing

2023

Revenue$66,197
Expenses$66,512
Net Income-$315
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Gross Receipts
$84,377
Mission and Program Overview

Mission

Support academica and social enrichment at Forest Glen School.

Support academica and social enrichment at forest glen school

Program Services

DescriptionGrantsExpenses
PROVIDED ACADEMIC AND SOCIAL ENRICHMENT PROGRAMS TO ALL TEACHERS, STAFF, STUDENTS AND PARENTS AT FOREST GLEN SCHOOL$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FERREL TURNERPresidentPT$0--
KATIE DIEHLVice President-$0--
MARGOT COLLINSVice President-$0--
KATE ROBERTSONTreasurerPT$0--
ERICA MORRISSEYCommunications-$0--
AMANDA WAGNERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser - Social$37,873$37,873$18,180$19,693
Total Events$37,873$37,873$18,180$19,693
Filing and Contact Details

Filer

Filer Name
Forest Glen Pta
EIN
36-3662346
Phone
6307900221
Address
561 ELM STREET, GLEN ELLYN, IL 60137

Signing Officer

Name
Kathryn Robertson
Title
Treasurer
Phone
6307900221
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Odoni Partners LLC
Address
416 E ROOSVELT ROAD SUITE 110, WHEATON, IL 60187
Preparer
Dante Odoni
Phone
3124400960
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: administrative fees. Amount: 2,461. Description: events . Amount: 16,437. Description: insurance. Amount: 395. Description: library fund. Amount: 5,297. Description: memberships and dues. Amount: 2,243. Description: startup fund staff and teachers. Amount: 2,303. Description: storage. Amount: 1,468. Description: schoolarships. Amount: 1,000. Description: student program . Amount: 26,471. Description: professional fees. Amount: 1,500. Description: website domain. Amount: 1,524. Description: pta council. Amount: 230. Description: hospitality. Amount: 5,183. Total to form 990-ez, line 16: 66,512.

Raw XML Appendix172 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/PhoneNum06307900221
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLEN ELLYN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060137
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IRS990EZ/GrossReceiptsAmt084377
IRS990EZ/GroupExemptionNum09405
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt043070
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043070
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FERREL TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE DIEHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGOT COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATE ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERICA MORRISSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMANDA WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt066512
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT ACADEMICA AND SOCIAL ENRICHMENT AT FOREST GLEN SCHOOL
IRS990EZ/ProgramServiceRevenueAmt044109
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED ACADEMIC AND SOCIAL ENRICHMENT PROGRAMS TO ALL TEACHERS, STAFF, STUDENTS AND PARENTS AT FOREST GLEN SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt019693
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt066512
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt066197
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0FORESTGLENPTA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt025
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt025
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt053598
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053598
IRS990ScheduleA/Total509Grp/TotalAmt053598
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053623
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt053623
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018180
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER - SOCIAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037873
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019693
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018180
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMINISTRATIVE FEES. AMOUNT: 2,461. DESCRIPTION: EVENTS . AMOUNT: 16,437. DESCRIPTION: INSURANCE. AMOUNT: 395. DESCRIPTION: LIBRARY FUND. AMOUNT: 5,297. DESCRIPTION: MEMBERSHIPS AND DUES. AMOUNT: 2,243. DESCRIPTION: STARTUP FUND STAFF AND TEACHERS. AMOUNT: 2,303. DESCRIPTION: STORAGE. AMOUNT: 1,468. DESCRIPTION: SCHOOLARSHIPS. AMOUNT: 1,000. DESCRIPTION: STUDENT PROGRAM . AMOUNT: 26,471. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 1,500. DESCRIPTION: WEBSITE DOMAIN. AMOUNT: 1,524. DESCRIPTION: PTA COUNCIL. AMOUNT: 230. DESCRIPTION: HOSPITALITY. AMOUNT: 5,183. TOTAL TO FORM 990-EZ, LINE 16: 66,512.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06307900221
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOREST GLEN PTA
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0363662346
ReturnHeader/Filer/PhoneNum06307900221
ReturnHeader/Filer/USAddress/AddressLine1Txt0561 ELM STREET
ReturnHeader/Filer/USAddress/CityNm0GLEN ELLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060137
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463579543
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ODONI PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0416 E ROOSVELT ROAD SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHEATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060187
ReturnHeader/PreparerPersonGrp/PhoneNum03124400960
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANTE ODONI
ReturnHeader/ReturnTs02024-05-15T16:53:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHRYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERTSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings