Colorado Society of Enrolled Agents

Nonprofit profile at a glance

EIN
840816043
IRS 990-EZ coverage
2011–2023
Forms available
Form 990-EZ 2023, Form 990-N 2018
Location
Denver, CO, USA
Phone
9707496063
Rating confidence
Limited

Reported finances

Revenue
$12,304
Expenses
$32,556
Assets
$41,615

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

1 person listed

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Primary probram service accomplishments for 2022 was to provide Continuing Education to Enrolled Agents. Also to give input at the Colorado legislative session

What it reported doing in 2023

Promote the recognition of Enrolled Agents as Americastax experts while supporting and enhancing the professional growth of Coloradolicensed Enrolled Agents

Operating model

Revenue model
Membership-supported. 100% of the money available for current operations came from membership dues.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 25
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -164.6%; rating input score 6; 6th percentile among comparable filings
  • Total-asset coverage ratio: 1.28; rating input score 52; 52nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -7.1% per year; rating input score 0; 32nd percentile among comparable filings
  • Revenue growth: -11.9% per year; rating input score 0; 23rd percentile among comparable filings
  • Asset growth: 4% per year; rating input score 100; 54th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments
  • Leadership: top reported pay $0 · 1 people listed
  • Consistency: 5 of 5 current checks pass
  • Filing history: 9 filing years from 2011 to 2023
  • Contacts: How to reach this organization
  • 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.

  • High — Sustainability: Operating margin scored 6/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 52/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.