Civic Intelligence

PTA North Carolina Congress DBA Torrence Creek Elementary

EIN 20-2485769 • 501(c)3 • Huntersville, NC

Profile

Support students and staff of torrence creek elementary school.

14550 Ranson RoadHuntersville, NC 28078

tcepta.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-31%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

20th percentile

-42%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$29,365

Down $1,374 (-4.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$29,365

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin18th percentile

Revenue

Down

$43,320

Down $27,173 (-39%) from 2023

Expenses

Down

$44,694

Down $47,839 (-52%) from 2023

Net Income

Up

-$1,374

Up $20,666 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$60K$40K$20K$0Assets 2011: $53,030Liabilities 2011: $16,8192011Assets 2012: $29,284Liabilities 2012: $18,9952012Assets 2013: $12,870Liabilities 2013: $17,0282013Assets 2014: $11,296Liabilities 2014: $02014Assets 2015: $15,527Liabilities 2015: $02015Assets 2016: $32,614Liabilities 2016: $02016Assets 2017: $27,579Liabilities 2017: $02017Assets 2018: $21,322Liabilities 2018: $02018Assets 2019: $26,252Liabilities 2019: $0Net Assets 2019: $26,2522019Assets 2020: $37,822Net Assets 2020: $37,8222020Assets 2021: $36,568Net Assets 2021: $36,5682021Assets 2022: $52,682Net Assets 2022: $52,6822022Assets 2023: $30,739Liabilities 2023: $02023Assets 2024: $29,365Net Assets 2024: $29,3652024

Highlighted filing

2024

Assets$29,365
Liabilities-
Net Assets$29,365
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $132,203Expenses 2011: $115,014Net Income 2011: $17,1892011Revenue 2012: $97,275Expenses 2012: $123,197Net Income 2012: -$25,9222012Revenue 2013: $63,141Expenses 2013: $57,010Net Income 2013: $6,1312013Revenue 2014: $43,259Expenses 2014: $44,832Net Income 2014: -$1,5732014Revenue 2015: $34,258Expenses 2015: $30,027Net Income 2015: $4,2312015Revenue 2016: $54,313Expenses 2016: $37,226Net Income 2016: $17,0872016Revenue 2017: $48,229Expenses 2017: $53,264Net Income 2017: -$5,0352017Revenue 2018: $52,424Expenses 2018: $58,681Net Income 2018: -$6,2572018Revenue 2019: $789Expenses 2019: $3,746Net Income 2019: -$2,9572019Revenue 2020: $39,975Expenses 2020: $32,415Net Income 2020: $7,5602020Revenue 2021: $22,830Expenses 2021: $24,084Net Income 2021: -$1,2542021Revenue 2022: $54,742Expenses 2022: $38,631Net Income 2022: $16,1112022Revenue 2023: $70,493Expenses 2023: $92,533Net Income 2023: -$22,0402023Revenue 2024: $43,320Expenses 2024: $44,694Net Income 2024: -$1,3742024

Highlighted filing

2024

Revenue$43,320
Expenses$44,694
Net Income-$1,374
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$29,365
Liabilities
-
Net assets
$29,365
Revenue
$43,320
Expenses
$44,694
Net income
-$1,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.29$0.43$0.45$0.01
2023Summary only. Only limited summary data is available for this year.$0.31$0.00$0.70$0.93$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.53$0.55$0.39$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.23$0.24$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.38$0.40$0.32$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.01$0.04$0.03
2018Summary only. Only limited summary data is available for this year.$0.21$0.00$0.52$0.59$0.06
2017Summary only. Only limited summary data is available for this year.$0.28$0.00$0.48$0.53$0.05
2016Summary only. Only limited summary data is available for this year.$0.33$0.00$0.54$0.37$0.17
2015Summary only. Only limited summary data is available for this year.$0.16$0.00$0.34$0.30$0.04
2014Summary only. Only limited summary data is available for this year.$0.11$0.00$0.43$0.45$0.02
2013Summary only. Only limited summary data is available for this year.$0.13$0.17$0.63$0.57$0.06
2012Summary only. Only limited summary data is available for this year.$0.29$0.19$0.97$1.23$0.26
2011Summary only. Only limited summary data is available for this year.$0.53$0.17$1.32$1.15$0.17
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 14, 2022
Return Version
2020v4.0
Gross Receipts
$27,290
Mission and Program Overview

Mission

Support students and staff of torrence creek elementary school.

Program Services

DescriptionGrantsExpenses
IDENTIFIED SCHOOL NEEDS AND TECHNOLOGY ENHANCEMENTS REQUESTED BY STAFF AND SCHOOL AS APPROVED BY GENERAL MEMBERSHIP AND SCHOOL ADMINISTRATION.$14,312$14,312
SUPPORT OF STAFF OF TORRENCE CREEK ELEMENTARY SCHOOL BY PROVIDING SCHOOL SUPPLIES AND TEACHING SUPPLIES.$7,270$7,270
DEPARTMENT CURRICULUM SUPPORT, PROFESSIONAL DEVELOPMENT, AND EDUCATIONAL PROGRAMS.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT LUTENPresident-$0--
ELIZA RISTAVP Communica-$0--
KAITLYN HERMANTreasurer-$0--
CHRISTINA STOUTVP - Fundrai-$0--
BECKY STEVEVP - School-$0--
THERESA WEBBSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
20-2485769
Address
14550 RANSON ROAD, HUNTERSVILLE, NC 28078

Signing Officer

Name
Kaitlyn Herman
Title
Treasurer
Signed
2022-01-14
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Name: torrence creek elementary cash contribution: 7,270 name: torrence creek elementary cash contribution: 3,188 noncash contribution: 11,124”

Form 990-ez, Part I, Line 16

“Expenses community relations 60 misc support 1,408 insurance & bank fees 809 misc supplies 225 total 2,502”

Raw XML Appendix155 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0SCOTT LUTEN
CompensationExplanation/CompensationExplanationGrp/PersonNm1ELIZA RISTA
CompensationExplanation/CompensationExplanationGrp/PersonNm2KAITLYN HERMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3CHRISTINA STOUT
CompensationExplanation/CompensationExplanationGrp/PersonNm4BECKY STEVE
CompensationExplanation/CompensationExplanationGrp/PersonNm5THERESA WEBB
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KAITLYN HERMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum09803430695
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014550 RANSON ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUNTERSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028078
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037822
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036568
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021661
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1254
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037822
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036568
IRS990EZ/FundraisingGrossIncomeAmt04849
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021582
IRS990EZ/GrossReceiptsAmt027290
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0780
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037822
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036568
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037822
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036568
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT LUTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZA RISTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAITLYN HERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINA STOUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BECKY STEVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5THERESA WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP - FUNDRAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP - SCHOOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02502
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STUDENTS AND STAFF OF TORRENCE CREEK ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF STAFF OF TORRENCE CREEK ELEMENTARY SCHOOL BY PROVIDING SCHOOL SUPPLIES AND TEACHING SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1IDENTIFIED SCHOOL NEEDS AND TECHNOLOGY ENHANCEMENTS REQUESTED BY STAFF AND SCHOOL AS APPROVED BY GENERAL MEMBERSHIP AND SCHOOL ADMINISTRATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DEPARTMENT CURRICULUM SUPPORT, PROFESSIONAL DEVELOPMENT, AND EDUCATIONAL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07270
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt114312
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07270
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114312
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04460
IRS990EZ/SpecialEventsNetIncomeLossAmt0389
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024084
IRS990EZ/TotalProgramServiceExpensesAmt021582
IRS990EZ/TotalRevenueAmt022830
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0TCEPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043569
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043569
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt048147
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0185671
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05629
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt032429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0141759
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0327430
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061154
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078319
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt083673
IRS990ScheduleA/Total509Grp/TotalAmt0327430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027290
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt076994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078319
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083673
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0327430
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: TORRENCE CREEK ELEMENTARY CASH CONTRIBUTION: 7,270 NAME: TORRENCE CREEK ELEMENTARY CASH CONTRIBUTION: 3,188 NONCASH CONTRIBUTION: 11,124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES COMMUNITY RELATIONS 60 MISC SUPPORT 1,408 INSURANCE & BANK FEES 809 MISC SUPPLIES 225 TOTAL 2,502
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAITLYN HERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA TORRENCE CREEK ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0202485769
ReturnHeader/Filer/USAddress/AddressLine1Txt014550 RANSON ROAD
ReturnHeader/Filer/USAddress/CityNm0HUNTERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028078
ReturnHeader/ReturnTs02022-01-14T13:02:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAITLYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERMAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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