Civic Intelligence

Teal Hearts Foundation

990EZ • Fiscal year 2016 • EIN 81-2873240

Jun 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profilewww.teamhollyfoundation.org
PO Box 142Allen, TX 75013

(214) 498-3815

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

90th percentile

42%

Higher net margin than 90% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

$6,178

No earlier filing loaded for comparison.

Net Assets

$6,178

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin90th percentile

Revenue

$14,611

No earlier filing loaded for comparison.

Expenses

$8,433

No earlier filing loaded for comparison.

Net Income

$6,178

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2016: $6,178Liabilities 2016: $0Net Assets 2016: $6,1782016Assets 2017: $12,904Liabilities 2017: $0Net Assets 2017: $12,9042017Assets 2018: $16,155Liabilities 2018: $0Net Assets 2018: $16,1552018Assets 2019: $17,613Liabilities 2019: $0Net Assets 2019: $17,6132019Assets 2020: $43,543Liabilities 2020: $0Net Assets 2020: $43,5432020Assets 2021: $29,863Liabilities 2021: $0Net Assets 2021: $29,8632021

Highlighted filing

2016

Assets$6,178
Liabilities$0
Net Assets$6,178
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2016: $14,611Expenses 2016: $8,433Net Income 2016: $6,1782016Revenue 2017: $21,334Expenses 2017: $14,608Net Income 2017: $6,7262017Revenue 2018: $15,032Expenses 2018: $11,781Net Income 2018: $3,2512018Revenue 2019: $34,733Expenses 2019: $33,275Net Income 2019: $1,4582019Revenue 2020: $54,349Expenses 2020: $28,395Net Income 2020: $25,9542020Revenue 2021: $34,132Expenses 2021: $47,812Net Income 2021: -$13,6802021

Highlighted filing

2016

Revenue$14,611
Expenses$8,433
Net Income$6,178
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$14,611
Mission and Program Overview

Mission

Our mission is to provide financial and emotional assistance to women diagnosed with ovarian cancer. We do this by providing care bags on their first day of chemotherapy.

Program Services

DescriptionGrantsExpenses
Team Holly Care Bags$0$5,977
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Callie AlisharanPresident-$0--
Amy MatzVice President-$0--
Lisa ThomasSecretary-$0--
Cathleen ShellnuttTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Team Holly Foundation
EIN
81-2873240
Phone
2144983815
Address
PO Box 142, Allen, TX 75013

Signing Officer

Name
Holly Tomlin
Title
Founder
Phone
2144983815
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
PriceKubecka PLLC
Address
16775 Addison Road Suite 500, Addison, TX 75001
Preparer
Jason A George CPA
Phone
9728880950
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Advertising. Amount: 565. Description: Bank Charges and Fees. Amount: 312. Description: Dues and subscriptions. Amount: 477. Description: Meals. Amount: 65. Description: Office Expense. Amount: 201. Description: Program Service Expenses. Amount: 5,977. Total to Form 990-EZ, line 16: 7,597.”

Raw XML Appendix142 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0Cathleen Shellnutt
IRS990EZ/BooksInCareOfDetail/PhoneNum04692472365
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01508 Millwood Ln
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Allen
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075002
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06178
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt014611
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt06178
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06178
IRS990EZ/GrossReceiptsAmt014611
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06178
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06178
IRS990EZ/OccupancyRentUtltsAndMaintAmt0418
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Callie Alisharan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Matz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cathleen Shellnutt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07597
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Our mission is to provide financial and emotional assistance to women diagnosed with ovarian cancer. We do this by providing care bags on their first day of chemotherapy.
IRS990EZ/PrintingPublicationsPostageAmt0418
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Team Holly Care Bags
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05977
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08433
IRS990EZ/TotalProgramServiceExpensesAmt05977
IRS990EZ/TotalRevenueAmt014611
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.teamhollyfoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014611
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt014611
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014611
IRS990ScheduleA/Total509Grp/TotalAmt014611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014611
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt014611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Advertising. Amount: 565. Description: Bank Charges and Fees. Amount: 312. Description: Dues and subscriptions. Amount: 477. Description: Meals. Amount: 65. Description: Office Expense. Amount: 201. Description: Program Service Expenses. Amount: 5,977. Total to Form 990-EZ, line 16: 7,597.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Holly Tomlin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Founder
ReturnHeader/BusinessOfficerGrp/PhoneNum02144983815
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Team Holly Foundation
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0812873240
ReturnHeader/Filer/PhoneNum02144983815
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 142
ReturnHeader/Filer/USAddress/CityNm0Allen
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075013
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0255551CD5597C2452578EB6114AD1615A5DD0869
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId047C51110BE43769036AC4174B4E4148B029F0798
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.139.66.12
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:37:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752783674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PriceKubecka PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016775 Addison Road Suite 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Addison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075001
ReturnHeader/PreparerPersonGrp/PhoneNum09728880950
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jason A George CPA
ReturnHeader/ReturnTs02017-11-15T09:26:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$6,178
Liabilities
$0
Net assets
$6,178
Revenue
$14,611
Expenses
$8,433
Net income
$6,178
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$34.1$47.8$13.7
2020Detailed filing. Detailed filing data is available for this year.$43.5$0.00$43.5$54.3$28.4$26.0
2019Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$34.7$33.3$1.46
2018Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$15.0$11.8$3.25
2017Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$21.3$14.6$6.73
2016Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$14.6$8.43$6.18