Civic Intelligence

Magnolia Trace Elementary PTA

990EZ • Fiscal year 2016 • EIN 72-1447919

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

1405 Hwy 1088Mandeville, LA 70448

(985) 626-8238

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

54th percentile

5.0%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$16,705

Up $2,574 (+18%) from 2015

Net Assets

Up

$16,705

Up $2,574 (+18%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$51,195

Up $10,362 (+25%) from 2015

Expenses

Down

$48,621

Down $5,002 (-9.3%) from 2015

Net Income

Up

$2,574

Up $15,364 (+120%) from 2015

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

2016

Assets$16,705
Liabilities$0
Net Assets$16,705

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

2016

Revenue$51,195
Expenses$48,621
Net Income$2,574
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v3.0
Gross Receipts
$67,842
Mission and Program Overview

Mission

See accompanying statement

Program Services

DescriptionGrantsExpenses
See accompanying statement--
See accompanying statement--
See accompanying statement--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dominique Picou CuffPresidentPT$0--
Mindy Sparrow1st Vice PresidentPT$0--
Aimee FortierMembership Chair-$0--
Courtney GuilloryReflections Chair-$0--
Stacy FrazierSafety Chair-$0--
Lauren Bunn RickelsTreasurer-$0--
Robin BarrSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundr$18,672$18,672$10,033$8,639
Super Bowl$10,949$10,949$1,972$8,977
Total Events$45,765$45,765$16,647$29,118
Filing and Contact Details

Filer

Filer Name
PTA Louisiana Congress
EIN
72-1447919
Address
1405 Hwy 1088, Mandeville, LA 70448

Signing Officer

Name
Lauren Rickles
Title
Treasurer
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Griffin & Company LLC
Address
P O Box 983, Mandeville, LA 70470
Preparer
Robert J Furman CPA
Phone
9857279924
Supplemental Narrative

Additional Explanations

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 3,259

Description of other expenses Part I line 16

Description AmountBank Charges 47Contract Labor 3,332Hospitality 1,291Technology 1,250Other Fees 125Scholarship 600Supplies 32,770Insurance 330Grounds & Repairs 271

Raw XML Appendix185 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/BooksInCareOfDetail/PersonNm0Sue Dalrymple
IRS990EZ/BooksInCareOfDetail/PhoneNum09856268238
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01405 Hwy 1088
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mandeville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd070448
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014131
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016705
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04218
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02574
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt03259
IRS990EZ/GrossReceiptsAmt067842
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014131
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016705
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016705
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dominique Picou Cuff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mindy Sparrow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Aimee Fortier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Courtney Guillory
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stacy Frazier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lauren Bunn Rickels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Robin Barr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Membership Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Reflections Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Safety Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt040016
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See accompanying statement
IRS990EZ/PrintingPublicationsPostageAmt05346
IRS990EZ/ProgramServiceRevenueAmt017859
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0See accompanying statement
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1See accompanying statement
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2See accompanying statement
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016647
IRS990EZ/SpecialEventsNetIncomeLossAmt029118
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048621
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt051195
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04329
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017859
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014324
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013774
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt085744
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0119121
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018103
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022541
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036300
IRS990ScheduleA/Total509Grp/TotalAmt0119121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036300
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0119121
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016647
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Spring Fundr
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Super Bowl
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010949
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016144
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010949
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016144
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045765
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029118
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04642
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016647
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010033
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01972
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Dues Grantee Louisiana PTA Street 1543 Del Plaza Suite 13 City, State, Zip Baton Rouge, LA 70815Amount 3,259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBank Charges 47Contract Labor 3,332Hospitality 1,291Technology 1,250Other Fees 125Scholarship 600Supplies 32,770Insurance 330Grounds & Repairs 271
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauren Rickles
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Louisiana Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAL
ReturnHeader/Filer/EIN0721447919
ReturnHeader/Filer/USAddress/AddressLine1Txt01405 Hwy 1088
ReturnHeader/Filer/USAddress/CityNm0Mandeville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070448
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721506949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Griffin & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 983
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mandeville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070470
ReturnHeader/PreparerPersonGrp/PhoneNum09857279924
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert J Furman CPA
ReturnHeader/ReturnTs02017-02-15T14:21:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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