Civic Intelligence

Holly Academy PTO

EIN 38-3491888 • 501(c)3 • Holly, MI

Profile

To provide volunteer and financial support for students at holly academy

820 Academy RdHolly, MI 48442

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

41st percentile

-1.7%

Higher net margin than 41% 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

51st percentile

-1.2%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

94th percentile

148%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$64,546

Down $802 (-1.2%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$64,546

Down $802 (-1.2%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Up

$47,064

Up $28,102 (+148%) from 2024

Expenses

Up

$47,866

Up $47,866 from 2024

Net Income

Down

-$802

Down $19,764 (-104%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$300K$200K$100K$0Assets 2011: $101,533Liabilities 2011: $02011Assets 2012: $67,996Liabilities 2012: $02012Assets 2013: $44,479Liabilities 2013: $02013Assets 2014: $51,033Liabilities 2014: $02014Assets 2015: $122,506Liabilities 2015: $02015Assets 2016: $153,969Liabilities 2016: $02016Assets 2017: $176,263Liabilities 2017: $02017Assets 2018: $200,296Liabilities 2018: $02018Assets 2019: $49,132Liabilities 2019: $0Net Assets 2019: $49,1322019Assets 2020: $53,909Liabilities 2020: $0Net Assets 2020: $53,9092020Assets 2021: $69,437Liabilities 2021: $0Net Assets 2021: $69,4372021Assets 2022: $55,996Liabilities 2022: $0Net Assets 2022: $55,9962022Assets 2023: $46,386Liabilities 2023: $0Net Assets 2023: $46,3862023Assets 2024: $65,348Liabilities 2024: $0Net Assets 2024: $65,3482024Assets 2025: $64,546Net Assets 2025: $64,5462025

Highlighted filing

2025

Assets$64,546
Liabilities-
Net Assets$64,546
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $85,564Expenses 2011: $44,415Net Income 2011: $41,1492011Revenue 2012: $94,520Expenses 2012: $128,057Net Income 2012: -$33,5372012Revenue 2013: $99,065Expenses 2013: $122,582Net Income 2013: -$23,5172013Revenue 2014: $94,360Expenses 2014: $87,806Net Income 2014: $6,5542014Revenue 2015: $126,011Expenses 2015: $54,538Net Income 2015: $71,4732015Revenue 2016: $85,483Expenses 2016: $54,020Net Income 2016: $31,4632016Revenue 2017: $75,681Expenses 2017: $53,387Net Income 2017: $22,2942017Revenue 2018: $124,726Expenses 2018: $100,693Net Income 2018: $24,0332018Revenue 2019: $4,975Expenses 2019: $156,139Net Income 2019: -$151,1642019Revenue 2020: $4,777Expenses 2020: $0Net Income 2020: $4,7772020Revenue 2021: $15,528Expenses 2021: $0Net Income 2021: $15,5282021Revenue 2022: -$13,441Expenses 2022: $0Net Income 2022: -$13,4412022Revenue 2023: -$9,610Expenses 2023: $0Net Income 2023: -$9,6102023Revenue 2024: $18,962Expenses 2024: $0Net Income 2024: $18,9622024Revenue 2025: $47,064Expenses 2025: $47,866Net Income 2025: -$8022025

Highlighted filing

2025

Revenue$47,064
Expenses$47,866
Net Income-$802
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,546
Liabilities
-
Net assets
$64,546
Revenue
$47,064
Expenses
$47,866
Net income
-$802
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.47$0.48$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.19$0.00$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.10$0.00$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.13$0.00$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.16$0.00$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.05$0.00$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.05$1.56$1.51
2018Summary only. Only limited summary data is available for this year.$2.00$0.00$1.25$1.01$0.24
2017Summary only. Only limited summary data is available for this year.$1.76$0.00$0.76$0.53$0.22
2016Summary only. Only limited summary data is available for this year.$1.54$0.00$0.85$0.54$0.31
2015Summary only. Only limited summary data is available for this year.$1.23$0.00$1.26$0.55$0.71
2014Summary only. Only limited summary data is available for this year.$0.51$0.00$0.94$0.88$0.07
2013Summary only. Only limited summary data is available for this year.$0.44$0.00$0.99$1.23$0.24
2012Summary only. Only limited summary data is available for this year.$0.68$0.00$0.95$1.28$0.34
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.86$0.44$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$63,389
Mission and Program Overview

Mission

Provide Volunteer Finacial Support for Students at Holly Academy

To provide volunteer and financial support for students at holly academy

Program Services

DescriptionGrantsExpenses
PROVIDE LARGE CLASSROOM & PLAYGROUND EQUIPMENT TO BENEFIT STUDENTS.-$28,954
PROVIDE MATERIALS TO SUPPORT STUDENT EVENTS-$16,055
PROVIDE SCHOLARSHIP TO STUDENTS OF HOLLY ACADEMY-$1,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOPE LAWLESSPresident-$0--
MORGAN PALMERCommittee Di-$0--
TRACY RONEYVice Preside-$0--
JENNFER TOOMERSecretary-$0--
DANIELLE GAVESPresident-$0--
CHRISTINE ROUPETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Holly Academy Pto
EIN
38-3491888
Address
820 ACADEMY RD, HOLLY, MI 48442

Signing Officer

Name
Christine Roupe
Title
Treasurer
Phone
6787801897
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Encompass Tax & Investment Group LLC
Address
PO BOX 7909, FLINT, MI 48507-0909
Preparer
Andrew W Atherton
Phone
8107677000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 69 classroom equipment 28,954 scholarship 1,000 student support supplies 16,055 total 46,078”

Raw XML Appendix148 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/PersonNm0CHRISTINE ROUPE
IRS990EZ/BooksInCareOfDetail/PhoneNum06787801897
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0820 ACADEMY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOLLY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048442
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065348
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064546
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-802
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065348
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064546
IRS990EZ/GamingGrossIncomeAmt063389
IRS990EZ/GrossReceiptsAmt063389
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065348
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064546
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065348
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064546
IRS990EZ/OccupancyRentUtltsAndMaintAmt0420
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HOPE LAWLESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MORGAN PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY RONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNFER TOOMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANIELLE GAVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTINE ROUPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COMMITTEE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046078
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE VOLUNTEER AND FINANCIAL SUPPORT FOR STUDENTS AT HOLLY ACADEMY
IRS990EZ/PrintingPublicationsPostageAmt068
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE LARGE CLASSROOM & PLAYGROUND EQUIPMENT TO BENEFIT STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SCHOLARSHIP TO STUDENTS OF HOLLY ACADEMY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE MATERIALS TO SUPPORT STUDENT EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028954
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216055
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016325
IRS990EZ/SpecialEventsNetIncomeLossAmt047064
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047866
IRS990EZ/TotalProgramServiceExpensesAmt046009
IRS990EZ/TotalRevenueAmt047064
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063389
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063389
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt063389
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063389
IRS990ScheduleA/Total509Grp/TotalAmt063389
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063389
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063389
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt016325
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt063389
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt063389
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt047064
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt016325
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt016325
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0CHRISTINE ROUPE
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0820 ACADEMY RD
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0HOLLY
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0MI
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd048442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 69 CLASSROOM EQUIPMENT 28,954 SCHOLARSHIP 1,000 STUDENT SUPPORT SUPPLIES 16,055 TOTAL 46,078
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE ROUPE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06787801897
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLLY ACADEMY PTO
ReturnHeader/Filer/BusinessNameControlTxt0HOLL
ReturnHeader/Filer/EIN0383491888
ReturnHeader/Filer/USAddress/AddressLine1Txt0820 ACADEMY RD
ReturnHeader/Filer/USAddress/CityNm0HOLLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048442
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273623982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ENCOMPASS TAX & INVESTMENT GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 7909
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0485070909
ReturnHeader/PreparerPersonGrp/PhoneNum08107677000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW W ATHERTON
ReturnHeader/ReturnTs02025-11-12T08:57:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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