Civic Intelligence

Carl Cozier Elementary PTA

990EZ • Fiscal year 2025 • EIN 91-1185721

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 10, 2025

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

62nd percentile

0.00x

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

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

Liabilities / Revenue

63rd percentile

0.00x

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

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

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

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

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

46th percentile

-0.7%

Faster revenue growth than 46% of similar nonprofits.

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

Assets

Up

$61,870

Up $6,853 (+12%) from 2024

Net Assets

Up

$61,870

Up $6,853 (+12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$53,873

Down $390 (-0.7%) from 2024

Expenses

Up

$47,020

Up $259 (+0.6%) from 2024

Net Income

Down

$6,853

Down $649 (-8.7%) from 2024

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

2025

Assets$61,870
Liabilities$0
Net Assets$61,870

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

2025

Revenue$53,873
Expenses$47,020
Net Income$6,853
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.1
Gross Receipts
$58,953
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-$29,846
Professional Children's Theater week long workshop and performance. Approximately 40 school children participated, all 350 school children could opt in.-$3,700
Staff appreciation events including Back to School lunch and Teacher Appreciation Week lunch/snacks. 70 school staff benefit.-$2,549
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hilary SchwandtPta President-$0--
Rhea MedranoPta Co-Vice President-$0--
Julie HiettPta Co-Vice President-$0--
Brynn DirksenPta Treasurer-$0--
April SantmanAfter School Enrichment CoordinatorPT$0--
John WesterfieldPta Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
After School Enrichment$25,722$25,722$29,846$-4,124
Spring Fundraiser$8,467$8,467$500$7,967
Total Events$41,626$41,626$31,546$10,080
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
Phone
4158452079
Signed
2025-11-10
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 10

PTA Dues, Snacks purchased for students, Staff appreciation lunches (and an air fryer), Speaker for the playground

990-EZ, Part I, Line 16

Field Trips, Charitable Org Renewal, 5th Celebration, Inquiry (Science Fair), Insurance, Movie Night, School District Equity Fund, Software Fees, Folding Tables, Bank Checks, Taste of Culture Event Supplies

Raw XML Appendix230 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/TitleTxt2PTA Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PTA Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PTA Secretary
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IRS990EZ/PrintingPublicationsPostageAmt01032
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029846
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA Dues, Snacks purchased for students, Staff appreciation lunches (and an air fryer), Speaker for the playground
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Field Trips, Charitable Org Renewal, 5th Celebration, Inquiry (Science Fair), Insurance, Movie Night, School District Equity Fund, Software Fees, Folding Tables, Bank Checks, Taste of Culture Event Supplies
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Brynn Dirksen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04158452079
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
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/ReturnTs02025-11-10T03:42:13Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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