Civic Intelligence

PTA Colorado Congress Green Mountain High School PTA

EIN 61-1549117 • 501(c)3 • Lakewood, CO

Profile

The PTA is there to support the functions of Green Mountain High School and it's students.

13175 West Green Mountain DriveLakewood, CO 80228

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

97th percentile

415%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

96th percentile

221%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$6,653

Up $5,360 (+415%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$6,653

Up $5,360 (+415%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin91st percentile

Revenue

Up

$9,721

Up $6,697 (+221%) from 2022

Expenses

Down

$4,361

Down $649 (-13%) from 2022

Net Income

Up

$5,360

Up $7,346 (+370%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$10K$5.0K$0Assets 2011: $8,789Liabilities 2011: $02011Assets 2012: $4,112Liabilities 2012: $02012Assets 2013: $4,971Liabilities 2013: $02013Assets 2014: $3,669Liabilities 2014: $02014Assets 2015: $4,413Liabilities 2015: $02015Assets 2016: $5,004Liabilities 2016: $02016Assets 2017: $5,837Liabilities 2017: $02017Assets 2018: $5,975Liabilities 2018: $02018Assets 2020: $5,662Liabilities 2020: $02020Assets 2021: $3,279Liabilities 2021: $02021Assets 2022: $1,293Net Assets 2022: $1,2932022Assets 2023: $6,653Net Assets 2023: $6,6532023

Highlighted filing

2023

Assets$6,653
Liabilities-
Net Assets$6,653
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $7,234Expenses 2011: $4,588Net Income 2011: $2,6462011Revenue 2012: $947Expenses 2012: $5,624Net Income 2012: -$4,6772012Revenue 2013: $5,667Expenses 2013: $4,808Net Income 2013: $8592013Revenue 2014: $2,399Expenses 2014: $3,701Net Income 2014: -$1,3022014Revenue 2015: $3,697Expenses 2015: $2,953Net Income 2015: $7442015Revenue 2016: $3,931Expenses 2016: $3,340Net Income 2016: $5912016Revenue 2017: $6,106Expenses 2017: $5,273Net Income 2017: $8332017Revenue 2018: $4,396Expenses 2018: $4,258Net Income 2018: $1382018Revenue 2020: $3,855Expenses 2020: $4,242Net Income 2020: -$3872020Revenue 2021: $8,836Expenses 2021: $11,219Net Income 2021: -$2,3832021Revenue 2022: $3,024Expenses 2022: $5,010Net Income 2022: -$1,9862022Revenue 2023: $9,721Expenses 2023: $4,361Net Income 2023: $5,3602023

Highlighted filing

2023

Revenue$9,721
Expenses$4,361
Net Income$5,360
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,653
Liabilities
-
Net assets
$6,653
Revenue
$9,721
Expenses
$4,361
Net income
$5,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.65$6.65$9.72$4.36$5.36
2022Detailed filing. Detailed filing data is available for this year.$1.29$1.29$3.02$5.01$1.99
2021Summary only. Only limited summary data is available for this year.$3.28$0.00$8.84$11.2$2.38
2020Summary only. Only limited summary data is available for this year.$5.66$0.00$3.86$4.24$0.39
2018Summary only. Only limited summary data is available for this year.$5.98$0.00$4.40$4.26$0.14
2017Summary only. Only limited summary data is available for this year.$5.84$0.00$6.11$5.27$0.83
2016Summary only. Only limited summary data is available for this year.$5.00$0.00$3.93$3.34$0.59
2015Summary only. Only limited summary data is available for this year.$4.41$0.00$3.70$2.95$0.74
2014Summary only. Only limited summary data is available for this year.$3.67$0.00$2.40$3.70$1.30
2013Summary only. Only limited summary data is available for this year.$4.97$0.00$5.67$4.81$0.86
2012Summary only. Only limited summary data is available for this year.$4.11$0.00$0.95$5.62$4.68
2011Summary only. Only limited summary data is available for this year.$8.79$0.00$7.23$4.59$2.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 14, 2023
Return Version
2022v5.0
Gross Receipts
$9,721
Mission and Program Overview

Mission

The PTA is there to support the functions of Green Mountain High School and it's students.

Program Services

DescriptionGrantsExpenses
Teacher Hospitality & Recognition-$2,314
Student Enrichment-$1,000
Support of the Members-$617
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa LordPresidentPT$0--
Rejill VardonVice President-$0--
Katie PolicaroTreasurer-$0--
Zulema BustosSecretary-$0--
Filing and Contact Details

Filer

Filer Name
PTA Colorado Congress
EIN
61-1549117
Phone
3039829500
Address
13175 West Green Mountain Drive, Lakewood, CO 80228

Signing Officer

Name
Lisa Lord
Title
President
Signed
2023-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Financial Security Management Inc
Address
2535 South Lewis Way 201, Lakewood, CO 80227
Preparer
Jeffrey S Larkin EA
Phone
3039881411
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $255”

Other Expenses.1

“Hospitality $2314”

Other Expenses.2

“Scholarships $1000”

Other Expenses.3

“Membership $377”

Other Expenses.4

“Teacher of the Month $240”

Other Expenses.5

“Business Expenses $124”

Other Expenses.6

“Admin Exp $37”

Other Expenses.7

“Signup Genius $14”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Lisa Lord
IRS990EZ/BooksInCareOfDetail/PhoneNum03039829500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013175 West Green Mountain Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lakewood
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080228
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01293
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06653
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05676
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05360
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01293
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06653
IRS990EZ/FundraisingGrossIncomeAmt02785
IRS990EZ/GrossReceiptsAmt09721
IRS990EZ/GroupExemptionNum00965
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01260
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01293
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06653
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01293
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06653
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa Lord
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rejill Vardon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Katie Policaro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Zulema Bustos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04361
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The PTA is there to support the functions of Green Mountain High School and it's students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher Hospitality & Recognition
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Support of the Members
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02314
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1617
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt02785
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04361
IRS990EZ/TotalProgramServiceExpensesAmt03931
IRS990EZ/TotalRevenueAmt09721
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05676
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05676
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt05676
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05676
IRS990ScheduleA/Total509Grp/TotalAmt05676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05676
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Hospitality $2314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Scholarships $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Membership $377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher of the Month $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Business Expenses $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Admin Exp $37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Signup Genius $14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Lord
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Colorado Congress
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Green Mountain High School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0611549117
ReturnHeader/Filer/PhoneNum03039829500
ReturnHeader/Filer/USAddress/AddressLine1Txt013175 West Green Mountain Drive
ReturnHeader/Filer/USAddress/CityNm0Lakewood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080228
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841318162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Financial Security Management Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02535 South Lewis Way 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lakewood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080227
ReturnHeader/PreparerPersonGrp/PhoneNum03039881411
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey S Larkin EA
ReturnHeader/ReturnTs02023-09-14T13:27:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lord
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits