Civic Intelligence

PTA Colorado Congress Red Rocks Elementary

990EZ • Fiscal year 2022 • EIN 84-1246921

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

Organization ProfileN/A
17199 Highway 74Morrison, CO 80465

(303) 982-8063

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

73rd percentile

22%

Higher net margin than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

52%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$151,646

Up $17,619 (+13%) from 2021

Net Assets

Up

$151,646

Up $17,619 (+13%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin73rd percentile

Revenue

Up

$79,377

Up $27,201 (+52%) from 2021

Expenses

Up

$61,758

Up $7,739 (+14%) from 2021

Net Income

Up

$17,619

Up $19,462 (+1056%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2012: $41,231Liabilities 2012: $02012Assets 2013: $42,794Liabilities 2013: $02013Assets 2014: $45,815Liabilities 2014: $02014Assets 2015: $40,243Net Assets 2015: $40,2432015Assets 2016: $59,439Net Assets 2016: $59,4392016Assets 2017: $90,998Net Assets 2017: $90,9982017Assets 2018: $119,242Net Assets 2018: $119,2422018Assets 2019: $135,363Net Assets 2019: $135,3632019Assets 2020: $135,870Net Assets 2020: $135,8702020Assets 2021: $134,027Liabilities 2021: $0Net Assets 2021: $134,0272021Assets 2022: $151,646Liabilities 2022: $0Net Assets 2022: $151,6462022Assets 2023: $156,916Liabilities 2023: $0Net Assets 2023: $156,9162023

Highlighted filing

2022

Assets$151,646
Liabilities$0
Net Assets$151,646
Open 2022 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $51,236Expenses 2012: $40,534Net Income 2012: $10,7022012Revenue 2013: $24,842Expenses 2013: $23,279Net Income 2013: $1,5632013Revenue 2014: $48,660Expenses 2014: $38,801Net Income 2014: $9,8592014Revenue 2015: $45,909Expenses 2015: $51,481Net Income 2015: -$5,5722015Revenue 2016: $90,324Expenses 2016: $71,128Net Income 2016: $19,1962016Revenue 2017: $75,393Expenses 2017: $43,834Net Income 2017: $31,5592017Revenue 2018: $76,115Expenses 2018: $47,870Net Income 2018: $28,2452018Revenue 2019: $52,545Expenses 2019: $36,424Net Income 2019: $16,1212019Revenue 2020: $81,321Expenses 2020: $80,815Net Income 2020: $5062020Revenue 2021: $52,176Expenses 2021: $54,019Net Income 2021: -$1,8432021Revenue 2022: $79,377Expenses 2022: $61,758Net Income 2022: $17,6192022Revenue 2023: $100,465Expenses 2023: $95,913Net Income 2023: $4,5522023

Highlighted filing

2022

Revenue$79,377
Expenses$61,758
Net Income$17,619
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$79,377
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT & EDUCATION ENRICHMENT-$61,758
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA HERRONPresident-$0--
ADELE SCHARDTSecretary-$0--
ELIZABETH SEGALTreasurer-$0--
KAITLYN LAIRDVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raccoon Run$34,926$34,926-$34,926
Total Events$34,926$34,926-$34,926
Filing and Contact Details

Filer

Filer Name
Pta Co Cong Red Rocks Elementary
EIN
84-1246921
Address
17199 HIGHWAY 74, MORRISON, CO 80465

Signing Officer

Name
Elizabeth Segal
Title
Treasurer
Phone
3039828063
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Smith Phillips CPA Pc
Address
7674 GRANDVIEW AVENUE STE 105, ARVADA, CO 80002
Preparer
Gregory W Phillips
Phone
3034234300
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountDirect give 90Directory 800Spiritwear 2,451Taekwondo 238”

Description of other expenses Part I line 16

“Description AmountCommunity Outreach 1,150Project Pride 243Banking 94CO PTA Dues 1,232Directory cost 219Insurance 255Member fee 213Miscellaneous supplies 556Spiritwear 488Quickbooks 357Taxes 100Website 182Student achievement 229Student enhancement 20,320Teacher appreciation 12,729Technology 17,094Raccoon Run expenses 6,297”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPREPAID EXP & DEFERRED CHARGES 3,508 5,501”

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH SEGAL
IRS990EZ/BooksInCareOfDetail/PhoneNum03039828063
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017199 HIGHWAY 74
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORRISON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080465
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0130519
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0146145
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038462
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017619
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt034926
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02410
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0134027
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0151646
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA HERRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ADELE SCHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH SEGAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAITLYN LAIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03508
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05501
IRS990EZ/OtherExpensesTotalAmt061758
IRS990EZ/OtherRevenueTotalAmt03579
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT & EDUCATION ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061758
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt034926
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061758
IRS990EZ/TotalProgramServiceExpensesAmt061758
IRS990EZ/TotalRevenueAmt079377
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt044451
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026458
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011322
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0122270
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt084421
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt037055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt085694
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0267813
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0390083
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079377
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0103140
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058375
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt097016
IRS990ScheduleA/Total509Grp/TotalAmt0390083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079377
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052176
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0103140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058375
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt097016
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0390084
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RACCOON RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034926
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034926
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDirect give 90Directory 800Spiritwear 2,451Taekwondo 238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCommunity Outreach 1,150Project Pride 243Banking 94CO PTA Dues 1,232Directory cost 219Insurance 255Member fee 213Miscellaneous supplies 556Spiritwear 488Quickbooks 357Taxes 100Website 182Student achievement 229Student enhancement 20,320Teacher appreciation 12,729Technology 17,094Raccoon Run expenses 6,297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPREPAID EXP & DEFERRED CHARGES 3,508 5,501
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH SEGAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03039828063
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CO CONG RED ROCKS ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0841246921
ReturnHeader/Filer/USAddress/AddressLine1Txt017199 HIGHWAY 74
ReturnHeader/Filer/USAddress/CityNm0MORRISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080465
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840857764
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH PHILLIPS CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07674 GRANDVIEW AVENUE STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARVADA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080002
ReturnHeader/PreparerPersonGrp/PhoneNum03034234300
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory W Phillips
ReturnHeader/ReturnTs02022-11-14T16:21:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SEGAL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,646
Liabilities
$0
Net assets
$151,646
Revenue
$79,377
Expenses
$61,758
Net income
$17,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.00$0.96$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.79$0.62$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.52$0.54$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.81$0.81$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.35$1.35$0.53$0.36$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.19$1.19$0.76$0.48$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.75$0.44$0.32
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.90$0.71$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.46$0.51$0.06
2014Summary only. Only limited summary data is available for this year.$0.46$0.00$0.49$0.39$0.10
2013Summary only. Only limited summary data is available for this year.$0.43$0.00$0.25$0.23$0.02
2012Summary only. Only limited summary data is available for this year.$0.41$0.00$0.51$0.41$0.11