Civic Intelligence

Phoenix Magnet Elementary PTO

990EZ • Fiscal year 2024 • EIN 46-1121294

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 13, 2025

4500 Lincoln RoadAlexandria, LA 71303

(337) 704-1892

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

1st percentile

-1360%

Higher net margin than 1% 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

14th percentile

-42%

Faster asset growth than 14% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-98%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$9,851

Down $7,004 (-42%) from 2023

Net Assets

Down

$9,851

Down $7,004 (-42%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$515

Down $26,037 (-98%) from 2023

Expenses

Down

$7,519

Down $20,375 (-73%) from 2023

Net Income

Down

-$7,004

Down $5,662 (-422%) from 2023

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2017: $23,688Liabilities 2017: $02017Assets 2018: $26,012Liabilities 2018: $02018Assets 2019: $18,863Liabilities 2019: $0Net Assets 2019: $18,8632019Assets 2020: $27,180Liabilities 2020: $0Net Assets 2020: $27,1802020Assets 2021: $28,652Liabilities 2021: $0Net Assets 2021: $28,6522021Assets 2022: $18,197Liabilities 2022: $0Net Assets 2022: $18,1972022Assets 2023: $16,855Liabilities 2023: $0Net Assets 2023: $16,8552023Assets 2024: $9,851Liabilities 2024: $0Net Assets 2024: $9,8512024Assets 2025: $10,713Liabilities 2025: $0Net Assets 2025: $10,7132025

Highlighted filing

2024

Assets$9,851
Liabilities$0
Net Assets$9,851

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $68,330Expenses 2017: $73,398Net Income 2017: -$5,0682017Revenue 2018: $34,040Expenses 2018: $31,716Net Income 2018: $2,3242018Revenue 2019: $78,865Expenses 2019: $86,014Net Income 2019: -$7,1492019Revenue 2020: $34,359Expenses 2020: $26,042Net Income 2020: $8,3172020Revenue 2021: $19,039Expenses 2021: $17,567Net Income 2021: $1,4722021Revenue 2022: $17,199Expenses 2022: $27,654Net Income 2022: -$10,4552022Revenue 2023: $26,552Expenses 2023: $27,894Net Income 2023: -$1,3422023Revenue 2024: $515Expenses 2024: $7,519Net Income 2024: -$7,0042024Revenue 2025: $7,202Expenses 2025: $6,340Net Income 2025: $8622025

Highlighted filing

2024

Revenue$515
Expenses$7,519
Net Income-$7,004
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 13, 2025
Return Version
2023v6.0
Gross Receipts
$5,385
Mission and Program Overview

Mission

Phoenix Magnet Elementary PTO is formed as a non-profit organization to support Phoenix Magnet Elementary School, Alexandria, LA (a public elementary school) through the following: a.Promote and support the academic and athletic programs of Phoenix Magnet Elementary School and the welfare of its students. b.Provide volunteers to assist Phoenix Magnet Elementary School staff with curricular activities and events. c.Develop between educators and the general public a united effort that will secure for every student at Phoenix Magnet Elementary the highest advantages in physical, mental and social education.

Phoenix magnet elementary pto is formed as a non-profit organization to support phoenix magnet elementary school, alexandria, la (a public elementary school) through the following: a. Promote and support the academic and athletic programs of phoenix magnet elementary school and the welfare of its students. B. Provide volunteers to assist phoenix magnet elementary school staff with curricular activities and events. C. Develop between educators and the general public a united effort that will secure for every student at phoenix magnet elementary the highest advantages in physical, mental and social education.

Program Services

DescriptionGrantsExpenses
SPONSORSHIP OF SCHOOL FUNCTIONS, SUPPLYING EQUIPMENT AND SUPPLIES NEEDED TO SCHOOL AND STAFF IN ORDER TO PROMOTE AND SUPPORT THE ACADEMIC AND ATHLETIC PROGRAMS OF PHOENIX MAGNET AND TO ASSIST IN THE DEVELOPMENT OF A UNITED EFFORT BETWEEN THE EDUCATORS, SUTDENTS, PARENTS AND GENERAL PUBLIC AS A WHOLE.$0$11,309
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOLLY TOWNSENDPresident-$0--
SHEENA HUTCHISONSecretary-$0--
JENNIFER MONTALVOTreasurer-$0--
PAYTON MCCALMONTBoard Member-$0--
TAMEKIA FRAZIERBoard Member-$0--
KARA WILLIAMSTeacher Rep-$0--
RACHEL THOMPSONTeacher Rep-$0--
Filing and Contact Details

Filer

Filer Name
Phoenix Magnet Elementary Pto
EIN
46-1121294
Phone
3377041892
Address
4500 Lincoln Road, Alexandria, LA 71303

Signing Officer

Name
Jennifer Montalvo
Title
Treasurer
Phone
3377041892
Signed
2025-08-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^END OF YEAR AWARDS;1684|TEACHER APPRECIATION;4547|TEACHER CLASSROOM SUPPLIES;208|PROFESSIONAL FEES;1080^Total;7519^

Raw XML Appendix179 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/TitleTxt0PRESIDENT
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IRS990EZ/PrimaryExemptPurposeTxt0PHOENIX MAGNET ELEMENTARY PTO IS FORMED AS A NON-PROFIT ORGANIZATION TO SUPPORT PHOENIX MAGNET ELEMENTARY SCHOOL, ALEXANDRIA, LA (A PUBLIC ELEMENTARY SCHOOL) THROUGH THE FOLLOWING: A. PROMOTE AND SUPPORT THE ACADEMIC AND ATHLETIC PROGRAMS OF PHOENIX MAGNET ELEMENTARY SCHOOL AND THE WELFARE OF ITS STUDENTS. B. PROVIDE VOLUNTEERS TO ASSIST PHOENIX MAGNET ELEMENTARY SCHOOL STAFF WITH CURRICULAR ACTIVITIES AND EVENTS. C. DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC A UNITED EFFORT THAT WILL SECURE FOR EVERY STUDENT AT PHOENIX MAGNET ELEMENTARY THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL AND SOCIAL EDUCATION.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0THE CPA FIRM WHO GENERALLY FILES THE FORM 990-EZ FOR PHOENIX MAGNET ELEMENTARY PTO CONTACTED THE TREASURER FOR THE 2023 TAX RETURN ON MAY 14, 2025, AT THEIR WORK EMAIL; HOWEVER, THE TREASURER WAS OUT OF THE COUNTRY ON EXTENDED LEAVE FROM WORK. UPON THE TREASURER'S RETURN, THE EMAIL REQUEST WAS OVERLOOKED AND INADVERTEDLY DELETED. THE CURRENT TREASURER INFORMED THE PREVIOUS TREASURER THAT THE 2023 TAXES HAD NOT BEEN FILED ON AUGUST 12, 2025, AT WHICH TIME, THE PREVIOUS TREASURER BEGAN RESEARCHING WHAT HAPPENED WITH THE FILING AND FILED THE RETURN THE NEXT DAY. WE UNDERSTAND THE IMPORTANCE OF TIMELY FILING, AND THE LATE FILING WAS NOT INTENTIONAL. WE REQUEST THAT PENALTIES ARE WAIVED.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Montalvo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03377041892
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX MAGNET ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0461121294
ReturnHeader/Filer/PhoneNum03377041892
ReturnHeader/Filer/USAddress/AddressLine1Txt04500 Lincoln Road
ReturnHeader/Filer/USAddress/CityNm0Alexandria
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd071303
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-08-13T11:31:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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