Civic Intelligence

PTA North Carolina Congress Holly Grove Elementary

990EZ • Fiscal year 2016 • EIN 20-4832394

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 18, 2016

Organization Profile
1451 Avent Ferry RdHolly Springs, NC 27540

(919) 577-1700

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$25,126

Down $24,127 (-49%) from 2015

Net Assets

Down

$25,126

Down $24,127 (-49%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin11th percentile

Revenue

Down

$71,184

Down $22,853 (-24%) from 2015

Expenses

Up

$95,311

Up $17,544 (+23%) from 2015

Net Income

Down

-$24,127

Down $40,397 (-248%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$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

2016

Assets$25,126
Liabilities$0
Net Assets$25,126
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$71,184
Expenses$95,311
Net Income-$24,127
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 18, 2016
Return Version
2015v2.1
Gross Receipts
$121,095
Mission and Program Overview

Mission

Holly Grove Elementary PTA service as a

Program Services

DescriptionGrantsExpenses
Cirriculum Enhancement Program Each grade level received 2 in house field trips which enhanced the Science and Math Cirriculums-$17,148
Teacher gift card program Award several teachers give cards to local school supply warehouse to purchase needed educational supplies to enhance classroom learning-$7,500
Mini Grants Award each grade level with mini grant to purchase educational programs that would otherwise go unfunded-$6,549
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy EdickPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
lAPS$54,064$54,064$1,356$52,708
Book Fair$12,607$12,607$342$12,265
Total Events$66,671$66,671$16,928$49,743
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
Tracy Edick
Title
President
Phone
9197413555
Signed
2016-07-18
Discuss with paid preparer
No

Preparer

Firm
DAgostino Group
Address
352B Raleigh Street, Holly Springs, NC 27540
Preparer
DeeAnn DAgostino
Phone
9195771040
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountTeacher Gift Cards 7,500Membership Costs 2,6385th Grade Graduation 2,031Administration 3,1622nd gradr wax 2,166Book Fair expense 342Insurance 410Hospitality 5,225Dues 75Read Across America 165Parent Days 5,502Legal and Accounting 602Principals Descretionary Fund 1,984Clubs 279Misc 13,149Curriculum Enhancement expense 17,148cust supplies 167constant contact 371cultral arts 5,252dining for tech 982Ipad covers 245typing program 1,216petty cash 402Laps for HG admin 1,353laps for HG DJ 950laps for HG face painting 45laps prizes 3,815laps grand prizes 2,104laps rentals 8,316laps t shirts 7,470laps misc 245”

Raw XML Appendix143 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DeeAnn DAgostino
IRS990EZ/BooksInCareOfDetail/PhoneNum09195771700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01451 Avent Ferry Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Holly Springs
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049253
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025126
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020161
IRS990EZ/CostOfGoodsSoldAmt049911
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24127
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049253
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025126
IRS990EZ/FundraisingGrossIncomeAmt097555
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-49911
IRS990EZ/GrossReceiptsAmt0121095
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03379
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049253
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025126
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049253
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025126
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tracy Edick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt095311
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/DescriptionProgramSrvcAccomTxt1Mini Grants Award each grade level with mini grant to purchase educational programs that would otherwise go unfunded
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/ProgramServiceExpensesAmt017148
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16549
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt097555
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095311
IRS990EZ/TotalProgramServiceExpensesAmt031197
IRS990EZ/TotalRevenueAmt071184
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt072926
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt072926
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020161
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt021952
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09690
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09265
IRS990ScheduleA/Total509Grp/TotalAmt072926
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt021952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09690
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09265
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt072926
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016928
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0995
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0995
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0lAPS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054064
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012607
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054064
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012607
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066671
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049743
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt05919
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05919
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01698
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01356
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0342
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08316
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountTeacher Gift Cards 7,500Membership Costs 2,6385th Grade Graduation 2,031Administration 3,1622nd gradr wax 2,166Book Fair expense 342Insurance 410Hospitality 5,225Dues 75Read Across America 165Parent Days 5,502Legal and Accounting 602Principals Descretionary Fund 1,984Clubs 279Misc 13,149Curriculum Enhancement expense 17,148cust supplies 167constant contact 371cultral arts 5,252dining for tech 982Ipad covers 245typing program 1,216petty cash 402Laps for HG admin 1,353laps for HG DJ 950laps for HG face painting 45laps prizes 3,815laps grand prizes 2,104laps rentals 8,316laps t shirts 7,470laps misc 245
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Edick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09197413555
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-18
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/PreparerFirmEIN0272713241
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAgostino Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0352B Raleigh Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Holly Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027540
ReturnHeader/PreparerPersonGrp/PhoneNum09195771040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DeeAnn DAgostino
ReturnHeader/ReturnTs02016-08-20T09:56:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,126
Liabilities
$0
Net assets
$25,126
Revenue
$71,184
Expenses
$95,311
Net income
-$24,127
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