Nonprofit · EIN 91-1185721
CARL COZIER PTA
Tax-exempt · BELLINGHAM, WA 98229
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $53,873 | $47,020 | $6,853 | $61,870 | $0 | $61,870 |
| June 30, 2024 | 990-EZ | $54,263 | $46,761 | $7,502 | $55,017 | $0 | $55,017 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,026
- Membership dues
- $556
- Program service revenue
- $29,065
- Investment income
- $101
- Net income from fundraising events
- $15,159
- Net income from sales of inventory
- $2,966
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,788
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $34,506
- Printing, publications and postage
- $1,032
- Other expenses
- $7,694
- Program services (functional)
- $36,095
Balance sheet and other
- Total assets, start of year
- $55,017
- Total assets, end of year
- $61,870
- Total liabilities, end of year
- $0
- Net assets, end of year
- $61,870
- Cash, savings and investments
- $61,870
- Gross receipts
- $58,953
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hilary Schwandt | PTA President | 4 | $0 |
| Rhea Medrano | PTA Co-Vice President | 4 | $0 |
| Julie Hiett | PTA Co-Vice President | 4 | $0 |
| Brynn Dirksen | PTA Treasurer | 4 | $0 |
| April Santman | After School Enrichment Coordinator | 6 | $0 |
| John Westerfield | PTA Secretary | 4 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hilary Schwandt | PTA President | 2 | $0 |
| Rhea Medrano | PTA Co-Vice President | 2 | $0 |
| Julie Hiett | PTA Co-Vice President | 2 | $0 |
| Michelle Wilhelm | Co-PTA Secretary | 2 | $0 |
| Amanda Ager | PTA Treasurer | 2 | $0 |
| April Santman | After School Enrichment Coordinator | 2 | $0 |
| Jen Burnett | Co-PTA Secretary | 2 | $0 |
| Brianne Pugh | Co-PTA President | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1330 LINCOLN ST, BELLINGHAM, WA 98229-6238
- Mailing address (990-N for 2022)
- 1330 LINCOLN ST, Bellingham WA 982296238
- Principal officer (990-N for 2022)
- Amanda Ager, 1025 Queen Street, Bellingham WA 98229
- Signed the 990-EZ
- Brynn Dirksen, PTA Treasurer
- Phone
- (360) 676-6410
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 accomplishments
- 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 sessionExpenses $29,846
- Professional Children's Theater week long workshop and performance. Approximately 40 school children participated, all 350 school children could opt in.Expenses $3,700
- Staff appreciation events including Back to School lunch and Teacher Appreciation Week lunch/snacks. 70 school staff benefit.Expenses $2,549
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 91-1185721
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $61,870
- Income (IRS master file)
- $58,953
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $53,873 | $47,020 | $61,870 | IRS |
| 990-EZ | June 2024 | $54,263 | $46,761 | $55,017 | XML |
| 990-N for 2022 Officer: Amanda Ager | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2010 Officer: Shannon Logan | June 30, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1185721).
Questions about CARL COZIER PTA
- What is the EIN of CARL COZIER PTA?
- The employer identification number (EIN) of CARL COZIER PTA is 91-1185721.
- Is CARL COZIER PTA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to CARL COZIER PTA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARL COZIER PTA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CARL COZIER PTA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARL COZIER PTA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of CARL COZIER PTA?
- The 990-N for 2022 names Amanda Ager.
- Who are the officers and directors of CARL COZIER PTA?
- The 990-EZ for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does CARL COZIER PTA have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $53,873, expenses of $47,020 and total assets of $61,870 at year end.
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