Civic Intelligence

Carl Cozier Elementary PTA

990EZ • Fiscal year 2024 • EIN 91-1185721

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

1330 Lincoln StreetBellingham, WA 98229-6238

(360) 676-6410

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

Up

$55,017

Up $4,028 (+7.9%) from 2019

Net Assets

$55,017

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$54,263

Down $3,382 (-5.9%) from 2019

Expenses

Down

$46,761

Down $559 (-1.2%) from 2019

Net Income

Down

$7,502

Down $2,823 (-27%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $32,984Liabilities 2012: $02012Assets 2013: $33,135Liabilities 2013: $02013Assets 2014: $32,342Liabilities 2014: $02014Assets 2015: $37,121Liabilities 2015: $02015Assets 2016: $35,347Liabilities 2016: $02016Assets 2017: $42,267Liabilities 2017: $02017Assets 2018: $40,664Liabilities 2018: $02018Assets 2019: $50,989Liabilities 2019: $02019Assets 2024: $55,017Liabilities 2024: $0Net Assets 2024: $55,0172024Assets 2025: $61,870Liabilities 2025: $0Net Assets 2025: $61,8702025

Highlighted filing

2024

Assets$55,017
Liabilities$0
Net Assets$55,017

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $40,566Expenses 2012: $39,213Net Income 2012: $1,3532012Revenue 2013: $32,158Expenses 2013: $32,007Net Income 2013: $1512013Revenue 2014: $25,210Expenses 2014: $25,494Net Income 2014: -$2842014Revenue 2015: $46,984Expenses 2015: $42,205Net Income 2015: $4,7792015Revenue 2016: $34,851Expenses 2016: $36,626Net Income 2016: -$1,7752016Revenue 2017: $48,224Expenses 2017: $41,304Net Income 2017: $6,9202017Revenue 2018: $43,604Expenses 2018: $45,207Net Income 2018: -$1,6032018Revenue 2019: $57,645Expenses 2019: $47,320Net Income 2019: $10,3252019Revenue 2024: $54,263Expenses 2024: $46,761Net Income 2024: $7,5022024Revenue 2025: $53,873Expenses 2025: $47,020Net Income 2025: $6,8532025

Highlighted filing

2024

Revenue$54,263
Expenses$46,761
Net Income$7,502
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$62,036
Mission and Program Overview

Mission

Support and enhance the educational experience of students by fostering collaboration between parents, teachers, and the community. Work to promote the welfare of children and youth in the school environment, provide educational programs and resources, and support the school through fundraising efforts for various academic and extracurricular needs.

Program Services

DescriptionGrantsExpenses
After School Enrichment Program. Provides students with additional learning opportunities beyond the regular school day. Qualified instructors lead a variety of educational and recreational activities, including art, music, STEM, sports, and academic enrichment. Approximately # children participate per session-$25,851
Gymnastics mats donation to school gym. Approximately 350 school children benefit.-$4,999
Teacher support including Bubble Machines & School Supplies. Approximately 350 school children and 70 school staff benefit.-$3,228
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hilary SchwandtPta President-$0--
Rhea MedranoPta Co-Vice President-$0--
Julie HiettPta Co-Vice President-$0--
Michelle WilhelmCo-Pta Secretary-$0--
Amanda AgerPta Treasurer-$0--
April SantmanAfter School Enrichment Coordinator-$0--
Jen BurnettCo-Pta Secretary-$0--
Brianne PughCo-Pta President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser$9,443$9,443-$9,443
Move-a-thon$5,550$5,550$152$5,398
Total Events$20,119$20,119$4,407$15,712
Filing and Contact Details

Filer

Filer Name
Carl Cozier Elementary PTA
EIN
91-1185721
Phone
3606766410
Address
1330 Lincoln Street, Bellingham, WA 98229-6238

Signing Officer

Name
Brynn Dirksen
Title
PTA Treasurer
Signed
2024-11-14
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 10

PTA Membership Scholarships

990-EZ, Part I, Line 10

Bellingham School District Equity Funds

990-EZ, Part I, Line 10

Staff Appreciation

990-EZ, Part I, Line 10

Teacher Requests (Supplies)

990-EZ, Part I, Line 16

Bingo Night

990-EZ, Part I, Line 16

Book Fair

990-EZ, Part I, Line 16

Field Trips

990-EZ, Part I, Line 16

Fifth Grade Picnic

990-EZ, Part I, Line 16

Gymnastics Mats

990-EZ, Part I, Line 16

Inquiry Fair

990-EZ, Part I, Line 16

Insurance

990-EZ, Part I, Line 16

Movie Night

990-EZ, Part I, Line 16

National & State PTA Dues

990-EZ, Part I, Line 16

Supplies

990-EZ, Part I, Line 16

Taste of Culture Event

990-EZ, Part I, Line 16

Tea and Tears

Raw XML Appendix255 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jen Burnett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Brianne Pugh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PTA President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PTA Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PTA Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-PTA Secretary
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0After School Enrichment Program. Provides students with additional learning opportunities beyond the regular school day. Qualified instructors lead a variety of educational and recreational activities, including art, music, STEM, sports, and academic enrichment. Approximately # children participate per session
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Gymnastics mats donation to school gym. Approximately 350 school children benefit.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher support including Bubble Machines & School Supplies. Approximately 350 school children and 70 school staff benefit.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA Membership Scholarships
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bellingham School District Equity Funds
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Appreciation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Requests (Supplies)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bingo Night
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Book Fair
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Field Trips
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fifth Grade Picnic
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Gymnastics Mats
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Inquiry Fair
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Insurance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Movie Night
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12National & State PTA Dues
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Supplies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Taste of Culture Event
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Tea and Tears
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15990-EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Brynn Dirksen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carl Cozier Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0911185721
ReturnHeader/Filer/PhoneNum03606766410
ReturnHeader/Filer/USAddress/AddressLine1Txt01330 Lincoln Street
ReturnHeader/Filer/USAddress/CityNm0Bellingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0982296238
ReturnHeader/ReturnTs02024-11-14T15:59:16Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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