Civic Intelligence

Marshall Elementary Ptsa Marysville Council 7413

990EZ • Fiscal year 2025 • EIN 91-1154884

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 07, 2025

4407 116th St NEMarysville, WA 98271

(360) 965-1600

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

95th percentile

60%

Higher net margin than 95% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2025

Asset Growth

87th percentile

39%

Faster asset growth than 87% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-20%

Faster revenue growth than 18% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$54,454

Up $15,400 (+39%) from 2024

Net Assets

Up

$54,454

Up $15,400 (+39%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$25,471

Down $6,377 (-20%) from 2024

Expenses

Down

$10,071

Down $24,524 (-71%) from 2024

Net Income

Up

$15,400

Up $18,147 (+661%) from 2024

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2015: $16,485Liabilities 2015: $02015Assets 2016: $14,876Liabilities 2016: $02016Assets 2017: $19,325Liabilities 2017: $02017Assets 2018: $28,919Liabilities 2018: $02018Assets 2019: $16,329Liabilities 2019: $02019Assets 2020: $12,168Liabilities 2020: $02020Assets 2021: $19,287Net Assets 2021: $19,2872021Assets 2022: $23,936Net Assets 2022: $23,9362022Assets 2023: $41,801Net Assets 2023: $41,8012023Assets 2024: $39,054Net Assets 2024: $39,0542024Assets 2025: $54,454Net Assets 2025: $54,4542025

Highlighted filing

2025

Assets$54,454
Liabilities-
Net Assets$54,454

Operations Trend

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

$40K$20K$0-$20KRevenue 2015: $23,628Expenses 2015: $18,230Net Income 2015: $5,3982015Revenue 2016: $14,384Expenses 2016: $15,993Net Income 2016: -$1,6092016Revenue 2017: $20,577Expenses 2017: $16,128Net Income 2017: $4,4492017Revenue 2018: $26,510Expenses 2018: $16,916Net Income 2018: $9,5942018Revenue 2019: $9,445Expenses 2019: $22,035Net Income 2019: -$12,5902019Revenue 2020: $5,420Expenses 2020: $9,581Net Income 2020: -$4,1612020Revenue 2021: $10,508Expenses 2021: $3,389Net Income 2021: $7,1192021Revenue 2022: $10,110Expenses 2022: $5,461Net Income 2022: $4,6492022Revenue 2023: $26,593Expenses 2023: $8,728Net Income 2023: $17,8652023Revenue 2024: $31,848Expenses 2024: $34,595Net Income 2024: -$2,7472024Revenue 2025: $25,471Expenses 2025: $10,071Net Income 2025: $15,4002025

Highlighted filing

2025

Revenue$25,471
Expenses$10,071
Net Income$15,400
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$36,277
Mission and Program Overview

Mission

To provide grants to teachers for elementary school projects and field trips

Program Services

DescriptionGrantsExpenses
GRANTS AND AWARDS TO TEACHERS FOR SCHOOL RELATEDEVENTS AND CAMPS$3,154$3,154
SCHOOL PROJECTS & STUDENT EVENTS$1,956$1,956
STAFF & VOLUNTEER APPRECIATION$1,883$1,883
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARI BRICKEYPresidentPT$0--
JODY WARDSecretaryPT$0--
PRISCILLA LA FONTAINETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair----
Fun Run----
Filing and Contact Details

Filer

Filer Name
Marshall Elementary Ptsa
EIN
91-1154884
Phone
3609651600
Address
4407 116TH ST NE, MARYSVILLE, WA 98271

Signing Officer

Name
Jennifer Fortney
Title
Treasurer
Phone
3609651600
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Kazen Accounting and Tax Service LLC
Address
4311 116TH ST NE STE A, MARYSVILLE, WA 98271
Preparer
Dennis Kazen
Phone
3606597780
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

WA STATE PTA DUES 672.

Form 990EZ, Part I, Line 16

Art & holiday events 641.

Form 990EZ, Part I, Line 16

Staff & volunteer appreciation 1883.

Form 990EZ, Part I, Line 16

SCHOOL SUPPLIES 453.

Form 990EZ, Part I, Line 16

School projects & student events 1956.

Form 990EZ, Part I, Line 16

INSURANCE & LICENSE 575.

Form 990EZ, Part I, Line 16

Administration supplies 355.

Form 990EZ, Part I, Line 16

TEACHER SUPPLIES 3154.

Form 990EZ, Part I, Line 16

BANK FEES 22.

Raw XML Appendix186 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/PersonNm0JENNIFER FORTNEY
IRS990EZ/BooksInCareOfDetail/PhoneNum03609651600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04407 116TH ST NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARYSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098271
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039054
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054454
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt095
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015400
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039054
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054454
IRS990EZ/FundraisingGrossIncomeAmt035578
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt036277
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0604
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039054
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054454
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039054
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054454
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARI BRICKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JODY WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PRISCILLA LA FONTAINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09711
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GRANTS TO TEACHERS FOR ELEMENTARY SCHOOL PROJECTS AND FIELD TRIPS
IRS990EZ/PrintingPublicationsPostageAmt060
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS AND AWARDS TO TEACHERS FOR SCHOOL RELATEDEVENTS AND CAMPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL PROJECTS & STUDENT EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF & VOLUNTEER APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03154
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11956
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21883
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03154
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11956
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21883
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010806
IRS990EZ/SpecialEventsNetIncomeLossAmt024772
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010071
IRS990EZ/TotalProgramServiceExpensesAmt06993
IRS990EZ/TotalRevenueAmt025471
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0458
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02777
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024772
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030860
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0100689
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt070
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00150
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99850
IRS990ScheduleA/PublicSupportTotal509Amt0103466
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010041
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010070
IRS990ScheduleA/Total509Grp/TotalAmt0103466
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0103536
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WA STATE PTA DUES 672.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ART & HOLIDAY EVENTS 641.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STAFF & VOLUNTEER APPRECIATION 1883.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL SUPPLIES 453.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL PROJECTS & STUDENT EVENTS 1956.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE & LICENSE 575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMINISTRATION SUPPLIES 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TEACHER SUPPLIES 3154.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES 22.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER FORTNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03609651600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL ELEMENTARY PTSA
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0911154884
ReturnHeader/Filer/PhoneNum03609651600
ReturnHeader/Filer/USAddress/AddressLine1Txt04407 116TH ST NE
ReturnHeader/Filer/USAddress/CityNm0MARYSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098271
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911122593
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAZEN ACCOUNTING AND TAX SERVICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04311 116TH ST NE STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARYSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098271
ReturnHeader/PreparerPersonGrp/PhoneNum03606597780
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS KAZEN
ReturnHeader/ReturnTs02025-11-15T09:39:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings