Civic Intelligence

Forest Glen PTA

990EZ • Fiscal year 2024 • EIN 36-3662346

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 28, 2025

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

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

27th percentile

-9.2%

Higher net margin than 27% 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

35th percentile

-7.7%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

12th percentile

-45%

Faster revenue growth than 12% of similar nonprofits.

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

Assets

Down

$39,737

Down $3,333 (-7.7%) from 2023

Net Assets

Down

$39,737

Down $3,333 (-7.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$36,123

Down $30,074 (-45%) from 2023

Expenses

Down

$39,456

Down $27,056 (-41%) from 2023

Net Income

Down

-$3,333

Down $3,018 (-958%) from 2023

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

2024

Assets$39,737
Liabilities$0
Net Assets$39,737

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

2024

Revenue$36,123
Expenses$39,456
Net Income-$3,333
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 28, 2025
Return Version
2023v6.0
Gross Receipts
$97,777
Mission and Program Overview

Mission

Support academica and social enrichment at Forest Glen School.

Support academic 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
KATE ROBERTSONTreasurerPT$0--
ERICA MORRISSEYNewsletter-$0--
MARGOT COLLINSOther-$0--
KATIE BOLLWEGOtherPT$0--
LINDSAY KLEMMOther-$0--
KATIE DIEHLPresidentPT$0--
AMANDA WAGNERSecretary-$0--
LISA ADAMSOther-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser - Social----
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
Laura Miller
Title
Treasurer
Phone
4802059292
Signed
2025-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Opcpas
Address
416 E ROOSVELT ROAD SUITE 110, WHEATON, IL 60187
Preparer
Dante Odoni
Phone
6306652700
Supplemental Narrative

Additional Explanations

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

Description: administrative fees. Amount: 2,319. Description: bank & transaction fees. Amount: 1,262. Description: directory applications. Amount: 495. Description: fiels day/trip expenses. Amount: 202. Description: graduation parties. Amount: 4,351. Description: insurance. Amount: 400. Description: library fund. Amount: 4,127. Description: memberships and dues. Amount: 552. Description: software. Amount: 200. Description: startup fund staff and teachers. Amount: 3,863. Description: storage. Amount: 3,384. Description: teachers apprecition. Amount: 2,716. Description: hobby night. Amount: 478. Description: ice cream social. Amount: 967. Description: varaiety shows. Amount: 1,283. Description: scholarships. Amount: 500. Description: website domain. Amount: 12. Description: field trip. Amount: 8,438. Description: parent social. Amount: 545. Description: fall fest. Amount: 951. Description: pta council. Amount: 730. Description: pta thank you . Amount: 931. Total to form 990-ez, line 16: 38,706.

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MAGGIE MOYER
IRS990EZ/BooksInCareOfDetail/PhoneNum06307900221
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0561 ELM STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLEN ELLYN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060137
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043070
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039737
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3333
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043070
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039737
IRS990EZ/FundraisingGrossIncomeAmt095382
IRS990EZ/GrossReceiptsAmt097777
IRS990EZ/GroupExemptionNum09405
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02395
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043070
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039737
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043070
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039737
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt57.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt74.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATE ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERICA MORRISSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGOT COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE BOLLWEG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDSAY KLEMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATIE DIEHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMANDA WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LISA ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1NEWSLETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2OTHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3OTHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4OTHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7OTHER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt038706
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT ACADEMIC AND SOCIAL ENRICHMENT AT FOREST GLEN SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED ACADEMIC AND SOCIAL ENRICHMENT PROGRAMS TO ALL TEACHERS, STAFF, STUDENTS AND PARENTS AT FOREST GLEN SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt061654
IRS990EZ/SpecialEventsNetIncomeLossAmt033728
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039456
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt036123
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0FORESTGLENPTA.ORG
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER - SOCIAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMINISTRATIVE FEES. AMOUNT: 2,319. DESCRIPTION: BANK & TRANSACTION FEES. AMOUNT: 1,262. DESCRIPTION: DIRECTORY APPLICATIONS. AMOUNT: 495. DESCRIPTION: FIELS DAY/TRIP EXPENSES. AMOUNT: 202. DESCRIPTION: GRADUATION PARTIES. AMOUNT: 4,351. DESCRIPTION: INSURANCE. AMOUNT: 400. DESCRIPTION: LIBRARY FUND. AMOUNT: 4,127. DESCRIPTION: MEMBERSHIPS AND DUES. AMOUNT: 552. DESCRIPTION: SOFTWARE. AMOUNT: 200. DESCRIPTION: STARTUP FUND STAFF AND TEACHERS. AMOUNT: 3,863. DESCRIPTION: STORAGE. AMOUNT: 3,384. DESCRIPTION: TEACHERS APPRECITION. AMOUNT: 2,716. DESCRIPTION: HOBBY NIGHT. AMOUNT: 478. DESCRIPTION: ICE CREAM SOCIAL. AMOUNT: 967. DESCRIPTION: VARAIETY SHOWS. AMOUNT: 1,283. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 500. DESCRIPTION: WEBSITE DOMAIN. AMOUNT: 12. DESCRIPTION: FIELD TRIP. AMOUNT: 8,438. DESCRIPTION: PARENT SOCIAL. AMOUNT: 545. DESCRIPTION: FALL FEST. AMOUNT: 951. DESCRIPTION: PTA COUNCIL. AMOUNT: 730. DESCRIPTION: PTA THANK YOU . AMOUNT: 931. TOTAL TO FORM 990-EZ, LINE 16: 38,706.
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04802059292
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-28
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/BusinessNameLine1Txt0OPCPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0416 E ROOSVELT ROAD SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHEATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060187
ReturnHeader/PreparerPersonGrp/PhoneNum06306652700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANTE ODONI
ReturnHeader/ReturnTs02025-01-28T13:39:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings