Colorado Association of Tax Appraisers
Nonprofit profile at a glance
- EIN
- 201914757
- IRS 990-EZ coverage
- 2021–2025
- Forms available
- Form 990-EZ 2025
- Location
- Boulder, CO, USA
- Rating
- 96
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Real Estate Associations
Reported finances
- Revenue
- $137,970
- Expenses
- $133,677
- Assets
- $29,697
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- Becky Fischer - Douglas County (Past-President)
- Jesse Bequette - Arapahoe County (President)
- Ben Wheatal - Jefferson County (1st Vice President)
- Shirley Shaw - Mesa County (2nd Vice President)
People named in this filing
- Becky Fischer - Douglas County (Past-President)
- Jesse Bequette - Arapahoe County (President)
- Ben Wheatal - Jefferson County (1st Vice President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide members with continuing education and networking opportunities in the ad-valorem property tax appraisal field in Colorado.
What it reported doing in 2025
Our 2025 CATA Conference provided 238 participants the opportunity to choose from 31 different classes and completed approx. 4,400 hours of continuing education credit necessary to maintain state licenses.
Operating model
- Revenue model
- Investment-supported. 84% of the money available for current operations came from recurring investment income.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 100
- Sustainability: 32
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 99.5%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 3.1%; rating input score 40; 40th percentile among comparable filings
- Total-asset coverage ratio: 0.22; rating input score 21; 21st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 10.3% per year; rating input score 100; 60th percentile among comparable filings
- Revenue growth: 4.9% per year; rating input score 100; 44th percentile among comparable filings
- Asset growth: -12.5% per year; rating input score 0; 9th percentile among comparable filings
Details
- Where the money goes: 99.5% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $134K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 5 filing years from 2021 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Operating margin scored 40/100.
- High — Sustainability: Total-asset coverage ratio scored 21/100.
- High — Growth: Asset growth scored 0/100.