Pta Colorado Congress

Nonprofit profile at a glance

EIN
742594932
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Berthoud, CO, USA
Phone
9706137500
Rating
46
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$98,816
Expenses
$107,493
Assets
$38,457
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • MICHELLE SCHMELTZER (PRESIDENT)
  • KELLY HUELSING (VICE PRESIDENT)

People named in this filing

  • KATE NICHOLSON (TREASURER)
  • LYNDSIDE WALKER (SECRETARY)
  • MICHELLE SCHMELTZER (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Help berthoud elementary students/staff

What it reported doing in 2024

The pta helps fund an adaptive pe program; after school club for students; field trip transportation; and appreciation events for teachers, students, and staff.

Operating model

Revenue model
Earned-program. 87% of the money available for current operations came from fees and other program revenue.
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

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 16
  • Transparency & Controls: 82
  • Sustainability: 37
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 16.6%; rating input score 17
  • Program expense ratio: 15.3%; rating input score 15

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -8.8%; rating input score 32; 32nd percentile among comparable filings
  • Total-asset coverage ratio: 0.36; rating input score 24; 24th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -5.3% per year; rating input score 0; 35th percentile among comparable filings
  • Revenue growth: 6.9% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 5.1% per year; rating input score 100; 58th percentile among comparable filings

Details

  • Where the money goes: 16.6% of revenue deployed · 15.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $16K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 13 filing years from 2011 to 2024
  • 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 — Financial Efficiency: Mission deployment rate scored 17/100.
  • High — Financial Efficiency: Program expense ratio scored 15/100.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 32/100.
  • High — Sustainability: Total-asset coverage ratio scored 24/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.