Civic Intelligence

PTA North Carolina Congress Holly Grove Elementary

990EZ • Fiscal year 2017 • EIN 20-4832394

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 26, 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

26th percentile

-7.5%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

18th percentile

-23%

Faster asset growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

9.8%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$19,259

Down $5,867 (-23%) from 2016

Net Assets

Down

$19,259

Down $5,867 (-23%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin26th percentile

Revenue

Up

$78,128

Up $6,944 (+9.8%) from 2016

Expenses

Down

$83,995

Down $11,316 (-12%) from 2016

Net Income

Up

-$5,867

Up $18,260 (+76%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2017

Assets$19,259
Liabilities$0
Net Assets$19,259
Open 2017 Filing

Operations Trend

Revenue Growth62nd 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

2017

Revenue$78,128
Expenses$83,995
Net Income-$5,867
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 26, 2017
Return Version
2016v3.0
Gross Receipts
$109,732
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$16,872-
Mini Grants Award each grade level with mini grant to purchase educational programs that would otherwise go unfunded$9,302-
Teacher gift card program Award several teachers give cards to local school supply warehouse to purchase needed educational supplies to enhance classroom learning--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gina LawrencePresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair----
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
Gina Lawrance
Title
President
Phone
9195771700
Signed
2017-10-26
Discuss with paid preparer
No

Preparer

Firm
DAgostino Group NC
Address
PO Box 621, Holly Springs, NC 27540
Preparer
DeeAnn DAgostino
Phone
9195771040
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountRead acrosse america 176Membership Costs 2,0285th Grade Graduation 2,173Administration 1,145character ED 631Book Fair expense 468Insurance 410Hospitality 6,371Dues 50Parent Days 4,742Legal and Accounting 602Principals Descretionary Fund 1,519Clubs 244Misc 13,958Curriculum Enhancement expense 16,872Tuesday folders 1,895cultral arts 2,662cultral arts 9,336Laps for HG admin 1,574laps for HG DJ 600laps prizes 3,275laps grand prizes 1,028laps rentals 6,226laps t shirts 6,010”

Raw XML Appendix133 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/PhoneNum09195771700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01451 Avent Ferry Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Holly Springs
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025126
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019259
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026503
IRS990EZ/CostOfGoodsSoldAmt031604
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5867
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025126
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019259
IRS990EZ/FundraisingGrossIncomeAmt080067
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-31604
IRS990EZ/GrossReceiptsAmt0109732
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03162
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025126
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019259
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025126
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019259
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gina Lawrence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt083995
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/GrantsAndAllocationsAmt016872
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19302
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt080067
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083995
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt078128
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt089739
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt089739
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026503
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020161
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021952
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09265
IRS990ScheduleA/Total509Grp/TotalAmt089739
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026503
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt021952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09265
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt089739
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0lAPS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountRead acrosse america 176Membership Costs 2,0285th Grade Graduation 2,173Administration 1,145character ED 631Book Fair expense 468Insurance 410Hospitality 6,371Dues 50Parent Days 4,742Legal and Accounting 602Principals Descretionary Fund 1,519Clubs 244Misc 13,958Curriculum Enhancement expense 16,872Tuesday folders 1,895cultral arts 2,662cultral arts 9,336Laps for HG admin 1,574laps for HG DJ 600laps prizes 3,275laps grand prizes 1,028laps rentals 6,226laps t shirts 6,010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Gina Lawrance
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09195771700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-26
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/FilingSecurityInformation/AtSubmissionCreationDeviceId099A295C1DDD0BEFC4F1DD8CFBE5F39EA5BA51EDF
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06927222017319d5ag0ob
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.162.203.64
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTm009:40:28
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAgostino Group NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 621
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Holly Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027540
ReturnHeader/PreparerPersonGrp/PhoneNum09195771040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DeeAnn DAgostino
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T09:39:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,259
Liabilities
$0
Net assets
$19,259
Revenue
$78,128
Expenses
$83,995
Net income
-$5,867
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
2017Detailed filing. Detailed filing data is available for this year.$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