Civic Intelligence

PTA Colorado Congress Community Montessori PTA

990EZ • Fiscal year 2020 • EIN 84-1569865

Jul 01, 2019 to Jun 30, 2020 • Filed on May 19, 2021

Organization ProfileN/A

Refreshing map…

805 Gillaspie DriveBoulder, CO 80305

(303) 968-5002

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-110%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

-0.3%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$80,958

Down $62,828 (-44%) from 2019

Net Assets

Down

$80,958

Down $62,828 (-44%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$56,956

Down $159 (-0.3%) from 2019

Expenses

Up

$119,784

Up $47,508 (+66%) from 2019

Net Income

Down

-$62,828

Down $47,667 (-314%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$200K$150K$100K$50K$0Assets 2011: $96,446Liabilities 2011: $2,622Net Assets 2011: $93,8242011Assets 2012: $140,232Liabilities 2012: $9,4962012Assets 2013: $140,273Liabilities 2013: $7,880Net Assets 2013: $132,3932013Assets 2014: $126,047Liabilities 2014: $4,673Net Assets 2014: $121,3742014Assets 2015: $127,971Liabilities 2015: $02015Assets 2016: $140,434Liabilities 2016: $4,650Net Assets 2016: $135,7842016Assets 2017: $159,007Net Assets 2017: $159,0072017Assets 2018: $161,214Liabilities 2018: $2,267Net Assets 2018: $158,9472018Assets 2019: $143,786Liabilities 2019: $0Net Assets 2019: $143,7862019Assets 2020: $80,958Liabilities 2020: $0Net Assets 2020: $80,9582020Assets 2021: $91,492Liabilities 2021: $0Net Assets 2021: $91,4922021Assets 2022: $116,596Liabilities 2022: $0Net Assets 2022: $116,5962022Assets 2023: $149,989Liabilities 2023: $0Net Assets 2023: $149,9892023Assets 2024: $154,650Liabilities 2024: $0Net Assets 2024: $154,6502024Assets 2025: $178,150Liabilities 2025: $0Net Assets 2025: $178,1502025

Highlighted filing

2020

Assets$80,958
Liabilities$0
Net Assets$80,958
Open 2020 Filing

Operations Trend

Revenue Growth64th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $62,552Expenses 2011: $28,923Net Income 2011: $33,6292011Revenue 2012: $67,304Expenses 2012: $30,392Net Income 2012: $36,9122012Revenue 2013: $60,600Expenses 2013: $58,943Net Income 2013: $1,6572013Revenue 2014: $59,823Expenses 2014: $70,842Net Income 2014: -$11,0192014Revenue 2015: $74,914Expenses 2015: $68,318Net Income 2015: $6,5962015Revenue 2016: $54,778Expenses 2016: $46,964Net Income 2016: $7,8142016Revenue 2017: $64,764Expenses 2017: $41,541Net Income 2017: $23,2232017Revenue 2018: $54,604Expenses 2018: $54,664Net Income 2018: -$602018Revenue 2019: $57,115Expenses 2019: $72,276Net Income 2019: -$15,1612019Revenue 2020: $56,956Expenses 2020: $119,784Net Income 2020: -$62,8282020Revenue 2021: $34,318Expenses 2021: $23,784Net Income 2021: $10,5342021Revenue 2022: $52,452Expenses 2022: $27,348Net Income 2022: $25,1042022Revenue 2023: $62,410Expenses 2023: $27,932Net Income 2023: $34,4782023Revenue 2024: $51,266Expenses 2024: $47,616Net Income 2024: $3,6502024Revenue 2025: $72,872Expenses 2025: $50,026Net Income 2025: $22,8462025

Highlighted filing

2020

Revenue$56,956
Expenses$119,784
Net Income-$62,828
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 19, 2021
Return Version
2019v5.1
Gross Receipts
$56,956
Mission and Program Overview

Mission

Financial support for comm montessori

Program Services

DescriptionGrantsExpenses
THE BOARD VOTED ON USING RESTRICTED FUNDS RAISED IN PAST YEARS TO FUND ADDITONAL PARAPROFESSIONAL HOURS-$64,300
STUDENTS AND TEACHERS OF COMM MONTESSORI RECEIVED FUNDS FOR PLAYGROUND FACILITIES, LIBRARY MATERIALS, LITERACY PROGRAMS, FIELD TRIPS, MUSIC PROGRAMS, TECHNOLOGY, STAFF DEVELOPMENT-$46,005
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAITLIN BACKLUNDTreasurerPT$0--
THERESA CECOT-SCHERERPresidentPT$0--
COLLEEN SHAFFERVice PresidentPT$0--
THERESA ANTONSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Co Congress Community Montessori Pta
EIN
84-1569865
Address
805 GILLASPIE DRIVE, BOULDER, CO 80305

Signing Officer

Name
Kaitlin Backlund
Title
Treasurer
Phone
3039685002
Signed
2021-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Fruth Connection LLC
Address
534 Donn Court, Boulder, CO 80303-4325
Preparer
Carol Fruth EA
Phone
7203395340
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountsales tax 433pta expenses 1,249bank charges 741donations and advertising 1,680classroom support 9,448specials - library music art pe 3,785school support 5,166classified personnel 17,619scholarship 7,722transparent classroom 2,265restricted exp for paraeducators 64,300comm involvement expense 4,294fundraising events 1,082”

Description of other assets Part II line 24

“Category beginning of year end of yearbvsd reserve account 4,597 1,200”

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/PersonNm0KAITLIN BACKLUND
IRS990EZ/BooksInCareOfDetail/PhoneNum03039685002
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0805 GILLASPIE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOULDER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080305
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139189
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079758
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt056951
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-62828
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0143786
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080958
IRS990EZ/GrossReceiptsAmt056956
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0143786
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080958
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0143786
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080958
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt37.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/PersonNm0KAITLIN BACKLUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THERESA CECOT-SCHERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COLLEEN SHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THERESA ANTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04597
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01200
IRS990EZ/OtherExpensesTotalAmt0119784
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FINANCIAL SUPPORT FOR COMM MONTESSORI
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENTS AND TEACHERS OF COMM MONTESSORI RECEIVED FUNDS FOR PLAYGROUND FACILITIES, LIBRARY MATERIALS, LITERACY PROGRAMS, FIELD TRIPS, MUSIC PROGRAMS, TECHNOLOGY, STAFF DEVELOPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE BOARD VOTED ON USING RESTRICTED FUNDS RAISED IN PAST YEARS TO FUND ADDITONAL PARAPROFESSIONAL HOURS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046005
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt164300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CO
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0119784
IRS990EZ/TotalProgramServiceExpensesAmt0110305
IRS990EZ/TotalRevenueAmt056956
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTA
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054604
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt064754
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt054769
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0285672
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt044
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0285672
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056951
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054604
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054594
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064754
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054769
IRS990ScheduleA/Total509Grp/TotalAmt0285672
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056956
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064764
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054778
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0285716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSALES TAX 433PTA EXPENSES 1,249BANK CHARGES 741DONATIONS AND ADVERTISING 1,680CLASSROOM SUPPORT 9,448SPECIALS - LIBRARY MUSIC ART PE 3,785SCHOOL SUPPORT 5,166CLASSIFIED PERSONNEL 17,619SCHOLARSHIP 7,722TRANSPARENT CLASSROOM 2,265RESTRICTED EXP FOR PARAEDUCATORS 64,300COMM INVOLVEMENT EXPENSE 4,294FUNDRAISING EVENTS 1,082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARBVSD RESERVE ACCOUNT 4,597 1,200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAITLIN BACKLUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03039685002
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CO CONGRESS COMMUNITY MONTESSORI PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0841569865
ReturnHeader/Filer/USAddress/AddressLine1Txt0805 GILLASPIE DRIVE
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080305
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453810824
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fruth Connection LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0534 Donn Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boulder
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0803034325
ReturnHeader/PreparerPersonGrp/PhoneNum07203395340
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Fruth EA
ReturnHeader/ReturnTs02021-05-20T14:38:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,958
Liabilities
$0
Net assets
$80,958
Revenue
$56,956
Expenses
$119,784
Net income
-$62,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.73$0.50$0.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.51$0.48$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.62$0.28$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.52$0.27$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.34$0.24$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.57$1.20$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.57$0.72$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.02$1.59$0.55$0.55$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$1.59$0.65$0.42$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.05$1.36$0.55$0.47$0.08
2015Summary only. Only limited summary data is available for this year.$1.28$0.00$0.75$0.68$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.05$1.21$0.60$0.71$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.08$1.32$0.61$0.59$0.02
2012Summary only. Only limited summary data is available for this year.$1.40$0.09$0.67$0.30$0.37
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.03$0.94$0.63$0.29$0.34