Civic Intelligence

PTA North Carolina Congress Holly Grove Elementary

EIN 20-4832394 • 501(c)3 • Holly Springs, NC

Profile

Holly Grove Elementary PTA service as a

1451 Avent Ferry RdHolly Springs, NC 27540
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.02x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.03x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

81st percentile

32%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

55th percentile

1.4%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$145,032

Up $35,400 (+32%) from 2024

Liabilities

Flat

$3,564

Flat from 2024

Net Assets

Up

$141,468

Up $35,400 (+33%) from 2024

Operations
Liabilities / Revenue76th percentileNet Margin84th percentile

Revenue

Up

$102,409

Up $1,408 (+1.4%) from 2024

Expenses

Down

$67,009

Down $4,792 (-6.7%) from 2024

Net Income

Up

$35,400

Up $6,200 (+21%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $19,995Liabilities 2011: $0Net Assets 2011: $19,9952011Assets 2012: $31,573Liabilities 2012: $0Net Assets 2012: $31,5732012Assets 2013: $27,479Liabilities 2013: $0Net Assets 2013: $27,4792013Assets 2014: $32,983Liabilities 2014: $0Net Assets 2014: $32,9832014Assets 2015: $49,253Liabilities 2015: $0Net Assets 2015: $49,2532015Assets 2016: $25,126Liabilities 2016: $0Net Assets 2016: $25,1262016Assets 2017: $19,259Liabilities 2017: $0Net Assets 2017: $19,2592017Assets 2018: $11,783Liabilities 2018: $0Net Assets 2018: $11,7832018Assets 2019: $3,845Liabilities 2019: $0Net Assets 2019: $3,8452019Assets 2021: $28,470Liabilities 2021: $3,5642021Assets 2022: $68,018Liabilities 2022: $3,564Net Assets 2022: $64,4542022Assets 2023: $80,210Liabilities 2023: $3,786Net Assets 2023: $76,4242023Assets 2024: $109,632Liabilities 2024: $3,564Net Assets 2024: $106,0682024Assets 2025: $145,032Liabilities 2025: $3,564Net Assets 2025: $141,4682025

Highlighted filing

2025

Assets$145,032
Liabilities$3,564
Net Assets$141,468
Open 2025 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $42,015Expenses 2011: $37,653Net Income 2011: $4,3622011Revenue 2012: $53,649Expenses 2012: $42,071Net Income 2012: $11,5782012Revenue 2013: $52,618Expenses 2013: $56,712Net Income 2013: -$4,0942013Revenue 2014: $55,183Expenses 2014: $49,679Net Income 2014: $5,5042014Revenue 2015: $94,037Expenses 2015: $77,767Net Income 2015: $16,2702015Revenue 2016: $71,184Expenses 2016: $95,311Net Income 2016: -$24,1272016Revenue 2017: $78,128Expenses 2017: $83,995Net Income 2017: -$5,8672017Revenue 2018: $74,027Expenses 2018: $81,503Net Income 2018: -$7,4762018Revenue 2019: $76,825Expenses 2019: $85,979Net Income 2019: -$9,1542019Revenue 2021: $76,827Expenses 2021: $89,426Net Income 2021: -$12,5992021Revenue 2022: $135,072Expenses 2022: $98,289Net Income 2022: $36,7832022Revenue 2023: $132,610Expenses 2023: $120,240Net Income 2023: $12,3702023Revenue 2024: $101,001Expenses 2024: $71,801Net Income 2024: $29,2002024Revenue 2025: $102,409Expenses 2025: $67,009Net Income 2025: $35,4002025

Highlighted filing

2025

Revenue$102,409
Expenses$67,009
Net Income$35,400
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$145,032
Liabilities
$3,564
Net assets
$141,468
Revenue
$102,409
Expenses
$67,009
Net income
$35,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.04$1.41$1.02$0.67$0.35
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.04$1.06$1.01$0.72$0.29
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.04$0.76$1.33$1.20$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.04$0.64$1.35$0.98$0.37
2021Summary only. Only limited summary data is available for this year.$0.28$0.04$0.77$0.89$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.77$0.86$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.74$0.82$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$0.78$0.84$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.71$0.95$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.94$0.78$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.55$0.50$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.53$0.57$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.54$0.42$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.42$0.38$0.04
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 18, 2023
Return Version
2022v5.0
Gross Receipts
$132,610
Mission and Program Overview

Mission

Holly Grove Elementary PTA service as a

Program Services

DescriptionGrantsExpenses
TEACHER GIFT CARD PROGRAM: AWARD SEVERAL TEACHERS GIVE CARDS TO LOCAL SCHOOL SUPPLY WAREHOUSE TO PURCHASE NEEDED EDUCATIONAL SUPPLIES TO ENHANCE CLASSROOM LEARNING.-$31,712
CIRRICULUM ENHANCEMENT PROGRAM: EACH GRADE LEVEL RECEIVED 2 IN HOUSE FIELD TRIPS WHICH ENHANCED THE SCIENCE AND MATH CIRRICULUMS.-$29,516
EVENT EXPENSE : DISABILITY AWARNESS, BOOK FAIR AND 5TH GRADE GRADUATION-$7,042
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELANIE KELMPresidentPT$0--
KELLIE HALLVice PresidentPT$0--
KYLA HARRELLTreasurerPT$0--
RACHAEL KERFONTASecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fund Raising----
Laps----
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress Holly Grove Elementary
EIN
20-4832394
Address
1451 AVENT FERRY RD, HOLLY SPRINGS, NC 27540

Signing Officer

Name
Melanie Kelm
Title
President
Phone
9195771040
Signed
2023-08-18
Discuss with paid preparer
Yes

Preparer

Firm
DAgostino Group
Address
PO Box 1651, INDIAN TRAIL, NC 28079
Preparer
DeeAnn DAgostino
Phone
7046357123
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountadmin 2,746staff - teachers 31,712event expense 7,042curriculum enhancement expense 29,516fundraising expense 7,734clubs 1,340laps 4 holly grove 40,149adjustment for rounding 1”

Description of total liabilities Part II line 26

“Category beginning of year end of yearscholastic carryover 3,564 3,564undeposited funds 70 70accounts receivable 152 152”

Raw XML Appendix153 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/PersonNm0MELANIE KELM
IRS990EZ/BooksInCareOfDetail/PhoneNum05127999335
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01451 AVENT FERRY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOLLY SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067840
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080210
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012173
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012370
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067840
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080210
IRS990EZ/FundraisingGrossIncomeAmt0117565
IRS990EZ/GrossReceiptsAmt0132610
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02872
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064054
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076424
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064054
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076424
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELANIE KELM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLIE HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KYLA HARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHAEL KERFONTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0120240
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOLLY GROVE ELEMENTARY PTA SERVICE AS A
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CIRRICULUM ENHANCEMENT PROGRAM: EACH GRADE LEVEL RECEIVED 2 IN HOUSE FIELD TRIPS WHICH ENHANCED THE SCIENCE AND MATH CIRRICULUMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EVENT EXPENSE : DISABILITY AWARNESS, BOOK FAIR AND 5TH GRADE GRADUATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER GIFT CARD PROGRAM: AWARD SEVERAL TEACHERS GIVE CARDS TO LOCAL SCHOOL SUPPLY WAREHOUSE TO PURCHASE NEEDED EDUCATIONAL SUPPLIES TO ENHANCE CLASSROOM LEARNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029516
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17042
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt231712
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0117565
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03786
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03786
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0120240
IRS990EZ/TotalProgramServiceExpensesAmt068270
IRS990EZ/TotalRevenueAmt0132610
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010833
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08567
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06639
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt051163
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt051163
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010833
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08567
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06639
IRS990ScheduleA/Total509Grp/TotalAmt051163
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014449
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08567
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06639
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051163
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Laps
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fund Raising
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADMIN 2,746STAFF - TEACHERS 31,712EVENT EXPENSE 7,042CURRICULUM ENHANCEMENT EXPENSE 29,516FUNDRAISING EXPENSE 7,734CLUBS 1,340LAPS 4 HOLLY GROVE 40,149ADJUSTMENT FOR ROUNDING 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARSCHOLASTIC CARRYOVER 3,564 3,564UNDEPOSITED FUNDS 70 70ACCOUNTS RECEIVABLE 152 152
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELANIE KELM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09195771040
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS HOLLY GROVE ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0204832394
ReturnHeader/Filer/USAddress/AddressLine1Txt01451 AVENT FERRY RD
ReturnHeader/Filer/USAddress/CityNm0HOLLY SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027540
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201666764
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAgostino Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1651
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIAN TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028079
ReturnHeader/PreparerPersonGrp/PhoneNum07046357123
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DeeAnn DAgostino
ReturnHeader/ReturnTs02023-11-15T15:26:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELM
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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