Civic Intelligence

PTA Nc Congress Holly Ridge Elementary Schhol PTA

990EZ • Fiscal year 2021 • EIN 55-0842047

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 31, 2021

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

53rd percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

12th percentile

-44%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

8th percentile

-49%

Faster asset growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-53%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$16,448

Down $15,572 (-49%) from 2020

Net Assets

Down

$16,448

Down $15,572 (-49%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$35,302

Down $39,279 (-53%) from 2020

Expenses

Down

$50,874

Down $24,385 (-32%) from 2020

Net Income

Down

-$15,572

Down $14,894 (-2197%) from 2020

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

2021

Assets$16,448
Liabilities$0
Net Assets$16,448

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

2021

Revenue$35,302
Expenses$50,874
Net Income-$15,572
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 31, 2021
Return Version
2020v4.1
Gross Receipts
$71,279
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.$60,436$32,482
Other program services$5,685-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REASHANDA MILLERPresident-$0--
HENRI DAYSecretary-$0--
CHIRSSY BORNEOTreasurer-$0--
LYNN EADYVP Volunteers-$0--
AMY HOLLIDAYVP Program-$0--
JACQUELINE VOLLMERVP Of Fundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$60,436$60,436$32,482$27,954
Total Events$60,436$60,436$32,482$27,954
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
Chrissy Borneo
Title
Treasurer
Phone
9194011070
Signed
2021-08-31
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 revenue Part I line 8

Description amountother revenue 1

List of grants and similar amounts paid Part I line 10

Activity 5th grade donation grantee food cupboard relationship local food bank amount 2,500activity grant grantee nc pta relationship pta borad amount 800

Description of other expenses Part I line 16

Description amountbank fees 6office supplies 321liability insurance 445cultural arts expense 100program expenses 9,462landscaping & gardening exp 570dues & subscriptions 4,000school supplies and equipment 21,596staff appreciation 5,854pta operational expense 2,291sunshine committee 435website dues 30

Description of other assets Part II line 24

Category beginning of year end of yearsales tax refund receivable 0 1,035

Other program services Part III line 31

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

Raw XML Appendix186 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/PhoneNum09193461358
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOLLY SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027540
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt0870
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt016448
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REASHANDA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HENRI DAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHIRSSY BORNEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LYNN EADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY HOLLIDAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACQUELINE VOLLMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP PROGRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF FUNDRAISING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01035
IRS990EZ/OtherExpensesTotalAmt045110
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EXCLUSIVELY FOR THE EDUCATIONAL PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ONE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Other program services
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0true
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IRS990EZ/SpecialEventsNetIncomeLossAmt035580
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
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
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032482
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060436
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt032482
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOTHER REVENUE 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY 5TH GRADE DONATION GRANTEE FOOD CUPBOARD RELATIONSHIP LOCAL FOOD BANK AMOUNT 2,500ACTIVITY GRANT GRANTEE NC PTA RELATIONSHIP PTA BORAD AMOUNT 800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTBANK FEES 6OFFICE SUPPLIES 321LIABILITY INSURANCE 445CULTURAL ARTS EXPENSE 100PROGRAM EXPENSES 9,462LANDSCAPING & GARDENING EXP 570DUES & SUBSCRIPTIONS 4,000SCHOOL SUPPLIES AND EQUIPMENT 21,596STAFF APPRECIATION 5,854PTA OPERATIONAL EXPENSE 2,291SUNSHINE COMMITTEE 435WEBSITE DUES 30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARSALES TAX REFUND RECEIVABLE 0 1,035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER FUNDRAISING EVENTS ARE SPONSERED BY PTA WERE AS FOLLOW:PAW PRINTS COMMUNITY SPONSORSHIP & OTHER PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other program services Part III line 31
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09194011070
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-31
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ReturnHeader/Filer/BusinessNameControlTxt0HOLL
ReturnHeader/Filer/EIN0550842047
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 HOLLY SPRINGS ROAD
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0709 PRINCE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLLY SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027540
ReturnHeader/PreparerPersonGrp/PhoneNum09193461011
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jigna Shah CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-27T11:19:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISSY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BORNEO
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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