Civic Intelligence

Magnolia Trace Elementary PTA

990EZ • Fiscal year 2014 • EIN 72-1447919

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 16, 2016

1405 Hwy 108870448

(985) 626-8238

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

29th percentile

-5.6%

Higher net margin than 29% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

32nd percentile

-6.9%

Faster asset growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$26,921

Down $1,988 (-6.9%) from 2013

Net Assets

Down

$26,921

Down $1,988 (-6.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$35,472

Down $7,456 (-17%) from 2013

Expenses

Down

$37,460

Down $13,950 (-27%) from 2013

Net Income

Up

-$1,988

Up $6,494 (+77%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $46,417Liabilities 2011: $02011Assets 2012: $37,391Liabilities 2012: $02012Assets 2013: $28,909Liabilities 2013: $0Net Assets 2013: $28,9092013Assets 2014: $26,921Liabilities 2014: $0Net Assets 2014: $26,9212014Assets 2015: $14,131Liabilities 2015: $0Net Assets 2015: $14,1312015Assets 2016: $16,705Liabilities 2016: $0Net Assets 2016: $16,7052016Assets 2017: $10,500Liabilities 2017: $0Net Assets 2017: $10,5002017Assets 2018: $10,300Liabilities 2018: $0Net Assets 2018: $10,3002018Assets 2019: $6,775Liabilities 2019: $0Net Assets 2019: $6,7752019Assets 2020: $13,042Liabilities 2020: $0Net Assets 2020: $13,0422020Assets 2021: $21,452Liabilities 2021: $0Net Assets 2021: $21,4522021Assets 2022: $9,999Liabilities 2022: $0Net Assets 2022: $9,9992022Assets 2023: $27,489Liabilities 2023: $0Net Assets 2023: $27,4892023Assets 2024: $25,432Liabilities 2024: $0Net Assets 2024: $25,4322024Assets 2025: $47,586Liabilities 2025: $0Net Assets 2025: $47,5862025

Highlighted filing

2014

Assets$26,921
Liabilities$0
Net Assets$26,921

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $56,826Expenses 2011: $42,097Net Income 2011: $14,7292011Revenue 2012: $55,763Expenses 2012: $64,789Net Income 2012: -$9,0262012Revenue 2013: $42,928Expenses 2013: $51,410Net Income 2013: -$8,4822013Revenue 2014: $35,472Expenses 2014: $37,460Net Income 2014: -$1,9882014Revenue 2015: $40,833Expenses 2015: $53,623Net Income 2015: -$12,7902015Revenue 2016: $51,195Expenses 2016: $48,621Net Income 2016: $2,5742016Revenue 2017: $38,088Expenses 2017: $44,293Net Income 2017: -$6,2052017Revenue 2018: $34,158Expenses 2018: $34,358Net Income 2018: -$2002018Revenue 2019: $42,375Expenses 2019: $45,900Net Income 2019: -$3,5252019Revenue 2020: $25,836Expenses 2020: $19,569Net Income 2020: $6,2672020Revenue 2021: $31,677Expenses 2021: $23,267Net Income 2021: $8,4102021Revenue 2022: $42,222Expenses 2022: $53,675Net Income 2022: -$11,4532022Revenue 2023: $43,476Expenses 2023: $25,986Net Income 2023: $17,4902023Revenue 2024: $35,378Expenses 2024: $37,502Net Income 2024: -$2,1242024Revenue 2025: $44,218Expenses 2025: $22,064Net Income 2025: $22,1542025

Highlighted filing

2014

Revenue$35,472
Expenses$37,460
Net Income-$1,988
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 16, 2016
Return Version
2013v4.0
Gross Receipts
$43,549
Mission and Program Overview

Mission

See accompanying statement

Program Services

DescriptionGrantsExpenses
Other program services-$17,665
See accompanying statement-$5,918
See accompanying statement-$5,271
See accompanying statement-$4,792
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda TreschPresidentPT$0--
Stacy Frazier1st Vice PresidentPT$0--
Alicia Petitio2nd Vice PresidentPT$0--
Michelle KleinTreasurerPT$0--
Dana PrevostSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$9,834$9,834$1,328$8,506
Event 2$7,907$7,907$4,730$3,177
Total Events$25,446$25,446$8,077$17,369
Filing and Contact Details

Filer

EIN
72-1447919

Signing Officer

Name
Lauren Rickles
Title
Treasurer
Signed
2016-02-16
Discuss with paid preparer
Yes

Preparer

Preparer
Robert J Furman CPA
Phone
9857279924
Supplemental Narrative

Additional Explanations

Amended return infomation

The originally filed return was prepared using financial reports that did not include the correct fiscal period. The return is being amended to report all activity occurring from July 1, 2013 to June 30, 2014.

List of grants and similar amounts paid Part I line 10

Activity Dues Grantee Louisiana PTA Street 1543 Del Plaza Suite 13 City, State, Zip Baton Rouge, LA 70815Amount 2,640

Description of other expenses Part I line 16

Description AmountBank Charges 241Other Fees 90Grounds & Repairs 131Hospitality 1,209Insurance 295Rachels Challenge 2,900Donation 600Technology 5,271Supplies 14,052

Other program services Part III line 31

Art Program $684Cultural Arts Program $1,227Grounds and Equipment $131Hospitality $1,209K-Kids $574Project Graduation $600Rachels Challenge $2,900Contests $680Reading Programs $176Rite of Passage $2,046Supply Packs $3,498Teacher Appreciation $3,940Total $17,665

Raw XML Appendix188 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.

Path#Value
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IRS990EZ/AmendedReturnInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum09856268238
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101405 Hwy 1088
IRS990EZ/BooksInCareOfDetail/USAddress/City0Mandeville
IRS990EZ/BooksInCareOfDetail/USAddress/State0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode070448
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028909
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amanda Tresch
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Klein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dana Prevost
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt024789
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See accompanying statement
IRS990EZ/PrintingPublicationsPostageAmt06631
IRS990EZ/ProgramServiceRevenueAmt013774
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0See accompanying statement
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1See accompanying statement
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2See accompanying statement
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05918
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15271
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24792
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt317665
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08077
IRS990EZ/SpecialEventsNetIncomeLossAmt017369
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037460
IRS990EZ/TotalProgramServiceExpensesAmt033646
IRS990EZ/TotalRevenueAmt035472
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010266
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015843
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt048516
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03877
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt092801
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0141317
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07230
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036300
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046259
IRS990ScheduleA/Total509Grp/TotalAmt0141317
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07230
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046265
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0141323
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08077
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07705
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025446
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Superbowl Ca
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Cheesecake S
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017369
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02019
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08077
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01328
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04730
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The originally filed return was prepared using financial reports that did not include the correct fiscal period. The return is being amended to report all activity occurring from July 1, 2013 to June 30, 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Dues Grantee Louisiana PTA Street 1543 Del Plaza Suite 13 City, State, Zip Baton Rouge, LA 70815Amount 2,640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBank Charges 241Other Fees 90Grounds & Repairs 131Hospitality 1,209Insurance 295Rachels Challenge 2,900Donation 600Technology 5,271Supplies 14,052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Art Program $684Cultural Arts Program $1,227Grounds and Equipment $131Hospitality $1,209K-Kids $574Project Graduation $600Rachels Challenge $2,900Contests $680Reading Programs $176Rite of Passage $2,046Supply Packs $3,498Teacher Appreciation $3,940Total $17,665
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return infomation
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauren Rickles
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA Louisiana Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAL
ReturnHeader/Filer/EIN0721447919
ReturnHeader/Filer/USAddress/AddressLine101405 Hwy 1088
ReturnHeader/Filer/USAddress/City0Mandeville
ReturnHeader/Filer/USAddress/State0LA
ReturnHeader/Filer/USAddress/ZIPCode070448
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721506949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Griffin & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10P O Box 983
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Mandeville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode070470
ReturnHeader/PreparerPersonGrp/PhoneNum09857279924
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert J Furman CPA
ReturnHeader/ReturnTs02016-03-08T00:11:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$47.6$0.00$47.6$44.2$22.1$22.2
2024Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$35.4$37.5$2.12
2023Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$43.5$26.0$17.5
2022Detailed filing. Detailed filing data is available for this year.$10.00$0.00$10.00$42.2$53.7$11.5
2021Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$31.7$23.3$8.41
2020Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$25.8$19.6$6.27
2019Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$42.4$45.9$3.53
2018Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$34.2$34.4$0.20
2017Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$38.1$44.3$6.21
2016Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$51.2$48.6$2.57
2015Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$40.8$53.6$12.8
2014Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$35.5$37.5$1.99
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$0.00$28.9$42.9$51.4$8.48
2012Summary only. Only limited summary data is available for this year.$37.4$0.00$55.8$64.8$9.03
2011Summary only. Only limited summary data is available for this year.$46.4$0.00$56.8$42.1$14.7