PTA Colorado Congress Bergen Elementary

Nonprofit profile at a glance

EIN
840991021
IRS 990-EZ coverage
2014–2025
Forms available
Form 990-EZ 2025
Location
Evergreen, CO, USA
Phone
3039824890
Rating
58
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$130,290
Expenses
$113,630
Assets
$127,333

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • Janel Sweeney (Vice President)
  • Lauren Hauver (President)
  • Jess Hastings (Vice President)
  • Robyn Dietz (Vice President)
  • Kelly Benshoof (Vice President)
  • Krisin Connor (Vice President)

People named in this filing

  • Janel Sweeney (Vice President)
  • Lauren Hauver (President)
  • Jessica Gavic (Treasurer)

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

1. To promote the welfare of children/youth in home, school, community, and place of worship.2. To secure adequate laws for the protection of children/youth.3. To bring closer relation the home and school.4. To develope united efforts between educators and the general public that will secure for all children/youth the highest advantages in physical, mental, social and spiritual education.pta mission - to support and speak on behalf of children and youth in the schools, in the community, and before various bodies and other organizations that make decisions affecting children. To assist parents in developing the skills they need to raise and protect their children; and to encourage parent and public involvement in the public schools of this area.

What it reported doing in 2025

Education programs including science fair, math olympics, oral interpretation, and inhouse art and literacy assembiles for students and parents

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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

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: 40
  • Transparency & Controls: 82
  • Sustainability: 54
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 37.8%; rating input score 38
  • Program expense ratio: 43.3%; rating input score 43

Transparency & Controls

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

Sustainability

  • Operating margin: 12.8%; rating input score 60; 60th percentile among comparable filings
  • Total-asset coverage ratio: 1.12; rating input score 62; 62nd 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: -0.4% per year; rating input score 0; 28th percentile among comparable filings
  • Revenue growth: 2.6% per year; rating input score 100; 31st percentile among comparable filings
  • Asset growth: 6.2% per year; rating input score 100; 47th percentile among comparable filings

Details

  • Where the money goes: 37.8% of revenue deployed · 43.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $49K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 12 filing years from 2014 to 2025
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 38/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 43/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.