Civic Intelligence

PTA Nc Congress Holly Ridge Elementary Schhol PTA

990EZ • Fiscal year 2018 • EIN 55-0842047

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 20, 2018

900 Holly Springs RoadHolly Springs, NC 27540

(919) 346-1358

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.00x

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

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.00x

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

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2018 filings • NTEE B94 • <$500k nonprofits • Source year 2018

Asset Growth

91st percentile

76%

Faster asset growth than 91% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

75%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • NTEE B94 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$42,308

Up $18,261 (+76%) from 2017

Net Assets

Up

$42,308

Up $18,261 (+76%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$67,342

Up $28,817 (+75%) from 2017

Expenses

Up

$49,081

Up $7,491 (+18%) from 2017

Net Income

Up

$18,261

Up $21,326 (+696%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $13,496Liabilities 2011: $02011Assets 2015: $41,367Liabilities 2015: $02015Assets 2017: $24,047Liabilities 2017: $0Net Assets 2017: $24,0472017Assets 2018: $42,308Liabilities 2018: $0Net Assets 2018: $42,3082018Assets 2019: $32,698Liabilities 2019: $0Net Assets 2019: $32,6982019Assets 2020: $32,020Liabilities 2020: $0Net Assets 2020: $32,0202020Assets 2021: $16,448Liabilities 2021: $0Net Assets 2021: $16,4482021Assets 2022: $21,276Liabilities 2022: $0Net Assets 2022: $21,2762022Assets 2023: $47,054Liabilities 2023: $0Net Assets 2023: $47,0542023Assets 2024: $20,893Liabilities 2024: $0Net Assets 2024: $20,8932024Assets 2025: $28,669Liabilities 2025: $0Net Assets 2025: $28,6692025

Highlighted filing

2018

Assets$42,308
Liabilities$0
Net Assets$42,308

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $28,435Expenses 2011: $35,970Net Income 2011: -$7,5352011Revenue 2015: $55,545Expenses 2015: $47,230Net Income 2015: $8,3152015Revenue 2017: $38,525Expenses 2017: $41,590Net Income 2017: -$3,0652017Revenue 2018: $67,342Expenses 2018: $49,081Net Income 2018: $18,2612018Revenue 2019: $65,795Expenses 2019: $75,405Net Income 2019: -$9,6102019Revenue 2020: $74,581Expenses 2020: $75,259Net Income 2020: -$6782020Revenue 2021: $35,302Expenses 2021: $50,874Net Income 2021: -$15,5722021Revenue 2022: $63,363Expenses 2022: $58,535Net Income 2022: $4,8282022Revenue 2023: $84,159Expenses 2023: $58,381Net Income 2023: $25,7782023Revenue 2024: $78,949Expenses 2024: $105,110Net Income 2024: -$26,1612024Revenue 2025: $80,887Expenses 2025: $73,111Net Income 2025: $7,7762025

Highlighted filing

2018

Revenue$67,342
Expenses$49,081
Net Income$18,261
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 20, 2018
Return Version
2017v2.2
Gross Receipts
$111,124
Mission and Program Overview

Mission

Exclusively for the educational purposes

Program Services

DescriptionGrantsExpenses
ONE OF THE LARGE ANNUAL FUNDRAISERS IS BOOSTERTHON ORGANIZE BY HOLLY RIDGE ELEMENTARY SCHOOL PTA THE PURPOSE OF THE EVENT WAS TO RAISE FUND TO UPGRADE SCHOOL TECHNOLOGY EQUIPMENT$60,968$29,856
Other program services$10,699$400
HOLLY RIDGE ELEMENTARY SCHOOL PTA ORGANIZES FALL FESTIVAL EVERY YEAR WHERE FAMILIES GET TOGETHER TO CONNECT AND SOCIALIZE THE EVENT IS SUPPORTED BY PARENTS AND SCHOOL STAFF$10,218$3,289
THE SCHOOL PTA HOST BOOK FAIR EVENT EVERY YEAR THE PURPOSE OF THE EVENT IS TO ENCOURGE STUDENTS IN READING AND RAISE FUND TO PURCHASE NEW BOOKS AND MATERIALS FOR THE LIBRARY$7,645$6,241
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACEY FRALEYPresident-$0--
JESSICA SULZENSecretary-$0--
ERIN PARETreasurer-$0--
STACI OUTLAWVP Volunteers-$0--
REBEKAH CLINEProgram Manager-$0--
REASHANDA MILLERVP Of Fundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$60,968$60,968$29,856$31,112
Fallfestival$10,218$10,218-$10,218
Total Events$78,831$78,831$39,386$39,445
Filing and Contact Details

Filer

Filer Name
Holly Ridge Elementary School Pta
EIN
55-0842047
Address
900 HOLLY SPRINGS ROAD, HOLLY SPRINGS, NC 27540

Signing Officer

Name
Erin Pare
Title
Treasurer
Phone
9194011070
Signed
2018-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Jigna Shah CPA PLLC
Address
709 Prince Dr, Holly Springs, NC 27540
Preparer
Jigna Shah CPA
Phone
9193461011
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amounthospitality expense 1,356literacy expense 2,412bank fees 68dues & subscriptions 3,900liability insurance 445printing and copying 67office supplies 716pta operational expenses 585landscaping & gardening exp 2,356school beautification 1,231cultural art expense 3,140other program expense 1,715school spirit 8,475school supplies and equipment 16,421staff appreciation 3,866sunshine committee 306

Description of other assets Part II line 24

Category beginning of year end of yearaccounts receivable 1,205 0

Other program services Part III line 31

Other fundraising events are sponsered by pta were as follow:paw prints box topscommunity sponsorship & other programs

Raw XML Appendix202 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOLLY SPRINGS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACEY FRALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA SULZEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACI OUTLAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REBEKAH CLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5REASHANDA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PROGRAM MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF FUNDRAISING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01205
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt047059
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0EXCLUSIVELY FOR THE EDUCATIONAL PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOLLY RIDGE ELEMENTARY SCHOOL PTA ORGANIZES FALL FESTIVAL EVERY YEAR WHERE FAMILIES GET TOGETHER TO CONNECT AND SOCIALIZE THE EVENT IS SUPPORTED BY PARENTS AND SCHOOL STAFF
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE SCHOOL PTA HOST BOOK FAIR EVENT EVERY YEAR THE PURPOSE OF THE EVENT IS TO ENCOURGE STUDENTS IN READING AND RAISE FUND TO PURCHASE NEW BOOKS AND MATERIALS FOR THE LIBRARY
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THROUGH SOCIAL MEDIA HRES PTA PAGE
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of nondiscriminatory policy (Question 3)
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTHOSPITALITY EXPENSE 1,356LITERACY EXPENSE 2,412BANK FEES 68DUES & SUBSCRIPTIONS 3,900LIABILITY INSURANCE 445PRINTING AND COPYING 67OFFICE SUPPLIES 716PTA OPERATIONAL EXPENSES 585LANDSCAPING & GARDENING EXP 2,356SCHOOL BEAUTIFICATION 1,231CULTURAL ART EXPENSE 3,140OTHER PROGRAM EXPENSE 1,715SCHOOL SPIRIT 8,475SCHOOL SUPPLIES AND EQUIPMENT 16,421STAFF APPRECIATION 3,866SUNSHINE COMMITTEE 306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 1,205 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER FUNDRAISING EVENTS ARE SPONSERED BY PTA WERE AS FOLLOW:PAW PRINTS BOX TOPSCOMMUNITY SPONSORSHIP & OTHER PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09194011070
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLLY RIDGE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0HOLL
ReturnHeader/Filer/EIN0550842047
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 HOLLY SPRINGS ROAD
ReturnHeader/Filer/USAddress/CityNm0HOLLY SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.217.47.232
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTm014:27:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831735175
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jigna Shah CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0709 Prince Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Holly Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027540
ReturnHeader/PreparerPersonGrp/PhoneNum09193461011
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jigna Shah CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-05T14:26:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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