Civic Intelligence

Holualoa School Parent Teacher Organization Inc.

EIN 99-0263350 • 501(c)3 • Holualoa, HI

RevokedPub. 78 Eligible990-N Coverage

Profile

The pto is organized for the purpose of supporting and enhancing the educational experiences of the school's students by: providing an organization through which the parents, school, and teachers can work cooperatively; and providing financial support for programs funded outside of the annual school budget; and parents and teachers working together to promote the education and well-being of all students at home, in school and in the community.

Revocation date: May 15, 2010

75-5957 Mamalahoa HighwayHolualoa, HI 96725

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Assets

$42,872

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$42,872

No earlier filing loaded for comparison.

Revenue

$60,724

No earlier filing loaded for comparison.

Expenses

$44,040

No earlier filing loaded for comparison.

Net Income

$16,684

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2024: $42,872Net Assets 2024: $42,8722024

Highlighted filing

2024

Assets$42,872
Liabilities-
Net Assets$42,872

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2024: $60,724Expenses 2024: $44,040Net Income 2024: $16,6842024

Highlighted filing

2024

Revenue$60,724
Expenses$44,040
Net Income$16,684

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.9$42.9$60.7$44.0$16.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$78,988
Mission and Program Overview

Mission

The pto is organized for the purpose of supporting and enhancing the educational experiences of the school's students by: providing an organization through which the parents, school, and teachers can work cooperatively; and providing financial support for programs funded outside of the annual school budget; and parents and teachers working together to promote the education and well-being of all students at home, in school and in the community.

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF HOLUALOA SCHOOL PTO IS TO RAISE MONEY TO BENEFIT THE STUDENTS OF HOLUALOA ELEMENTARY; AND TO ABIDE BY THE LAWS/RULES FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH; AND TO ENHANCE HOME/SCHOOL RELATIONSHIPS SO THE FAMILIES AND FACULTY COOPERATE IN THE EDUCATION OF CHILDREN. DURING FISCAL YEAR 2023-2024, THE ORGANIZATION HOSTED THE ANNUAL FUN RUN FUNDRAISER, AS WELL AS FAMILY MOVIE NIGHT, MAY DAY, AND THE WINTERFEST.-$44,040
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER TORCATOPresident-$0--
SARAH TEEHEEVice Preside-$0--
REBECCA COLVINTreasurer-$0--
ANGELA JOHNSONSecretary-$0--
CAROLYN LUCAS-ZENKDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$59,094$12,263$14,007$-1,744
Total Events$59,094$12,263$15,052$-2,789
Filing and Contact Details

Filer

Filer Name
Holualoa School Parent Teacher
EIN
99-0263350
Phone
8083133800
Address
75-5957 MAMALAHOA HIGHWAY, HOLUALOA, HI 96725

Signing Officer

Name
Cari-rose Coleman
Title
Treasurer
Phone
8083133813
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Carbonaro Cpas & Management Group
Address
1885 MAIN ST STE 408, WAILUKU, HI 96793
Preparer
Gretchen Kremeyer
Phone
8082425002
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bookshelf 1,851 general excise tax 1,228 school programs 29,385 learning incentives 3,000 staff appreciation 1,486 school supplies 6,000 other supplies 240 digital resources 600 library 250 total 44,040

Form 990-ez, Part III

The pto is organized for the purpose of supporting and enhancing the educational experiences of the school's students by: providing an organization through which the parents, school, and teachers can work cooperatively; and providing financial support for programs funded outside of the annual school budget; and parents and teachers working together to promote the education and well-being of all students at home, in school and in the community.

Form 990-ez, Part III, Line 28

The purpose of holualoa school pto is to raise money to benefit the students of holualoa elementary; and to abide by the laws/rules for the care and protection of children and youth; and to enhance home/school relationships so the families and faculty cooperate in the education of children. During fiscal year 2023-2024, the organization hosted the annual fun run fundraiser, as well as family movie night, may day, and the winterfest.

Raw XML Appendix150 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/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER TORCATO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA COLVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA JOHNSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt044040
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PTO IS ORGANIZED FOR THE PURPOSE OF SUPPORTING AND ENHANCING THE EDUCATIONAL EXPERIENCES OF THE SCHOOL'S STUDENTS BY: PROVIDING AN ORGANIZATION THROUGH WHICH THE PARENTS, SCHOOL, AND TEACHERS CAN WORK COOPERATIVELY; AND PROVIDING FINANCIAL SUPPORT FOR PROGRAMS FUNDED OUTSIDE OF THE ANNUAL SCHOOL BUDGET; AND PARENTS AND TEACHERS WORKING TOGETHER TO PROMOTE THE EDUCATION AND WELL-BEING OF ALL STUDENTS AT HOME, IN SCHOOL AND IN THE COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt011087
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PURPOSE OF HOLUALOA SCHOOL PTO IS TO RAISE MONEY TO BENEFIT THE STUDENTS OF HOLUALOA ELEMENTARY; AND TO ABIDE BY THE LAWS/RULES FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH; AND TO ENHANCE HOME/SCHOOL RELATIONSHIPS SO THE FAMILIES AND FACULTY COOPERATE IN THE EDUCATION OF CHILDREN. DURING FISCAL YEAR 2023-2024, THE ORGANIZATION HOSTED THE ANNUAL FUN RUN FUNDRAISER, AS WELL AS FAMILY MOVIE NIGHT, MAY DAY, AND THE WINTERFEST.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044040
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-2789
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BOOKSHELF 1,851 GENERAL EXCISE TAX 1,228 SCHOOL PROGRAMS 29,385 LEARNING INCENTIVES 3,000 STAFF APPRECIATION 1,486 SCHOOL SUPPLIES 6,000 OTHER SUPPLIES 240 DIGITAL RESOURCES 600 LIBRARY 250 TOTAL 44,040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PTO IS ORGANIZED FOR THE PURPOSE OF SUPPORTING AND ENHANCING THE EDUCATIONAL EXPERIENCES OF THE SCHOOL'S STUDENTS BY: PROVIDING AN ORGANIZATION THROUGH WHICH THE PARENTS, SCHOOL, AND TEACHERS CAN WORK COOPERATIVELY; AND PROVIDING FINANCIAL SUPPORT FOR PROGRAMS FUNDED OUTSIDE OF THE ANNUAL SCHOOL BUDGET; AND PARENTS AND TEACHERS WORKING TOGETHER TO PROMOTE THE EDUCATION AND WELL-BEING OF ALL STUDENTS AT HOME, IN SCHOOL AND IN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF HOLUALOA SCHOOL PTO IS TO RAISE MONEY TO BENEFIT THE STUDENTS OF HOLUALOA ELEMENTARY; AND TO ABIDE BY THE LAWS/RULES FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH; AND TO ENHANCE HOME/SCHOOL RELATIONSHIPS SO THE FAMILIES AND FACULTY COOPERATE IN THE EDUCATION OF CHILDREN. DURING FISCAL YEAR 2023-2024, THE ORGANIZATION HOSTED THE ANNUAL FUN RUN FUNDRAISER, AS WELL AS FAMILY MOVIE NIGHT, MAY DAY, AND THE WINTERFEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARI-ROSE COLEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08083133813
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLUALOA SCHOOL PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HOLU
ReturnHeader/Filer/EIN0990263350
ReturnHeader/Filer/PhoneNum08083133800
ReturnHeader/Filer/USAddress/AddressLine1Txt075-5957 MAMALAHOA HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0HOLUALOA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096725
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0990303190
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARBONARO CPAS & MANAGEMENT GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01885 MAIN ST STE 408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAILUKU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096793
ReturnHeader/PreparerPersonGrp/PhoneNum08082425002
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRETCHEN KREMEYER
ReturnHeader/ReturnTs02025-05-14T15:59:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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