Carl Cozier Elementary PTA
Nonprofit profile at a glance
- EIN
- 911185721
- IRS 990-EZ coverage
- 2023–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2022
- Location
- Bellingham, WA, USA
- Phone
- 3606766410
- Rating
- 74
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Parent/Teacher Group
Reported finances
- Revenue
- $53,873
- Expenses
- $47,020
- Assets
- $61,870
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- Hilary Schwandt (PTA President)
- Rhea Medrano (PTA Co-Vice President)
- Julie Hiett (PTA Co-Vice President)
People named in this filing
- Hilary Schwandt (PTA President)
- Rhea Medrano (PTA Co-Vice President)
- Julie Hiett (PTA Co-Vice President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
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.
What it reported doing in 2024
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
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 90% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 71
- Transparency & Controls: 82
- Sustainability: 61
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 67.1%; rating input score 67
- Program expense ratio: 76.8%; rating input score 77
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 12.7%; rating input score 65; 65th percentile among comparable filings
- Total-asset coverage ratio: 1.32; rating input score 54; 54th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 5.7% per year; rating input score 100; 64th percentile among comparable filings
- Revenue growth: -0.7% per year; rating input score 0; 48th percentile among comparable filings
- Asset growth: 11.7% per year; rating input score 100; 76th percentile among comparable filings
Details
- Where the money goes: 67.1% of revenue deployed · 76.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $36K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 2 filing years from 2023 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 54/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.