Civic Intelligence

Legacy Magnet Academy Parent Teacher Organization

EIN 85-2252507 • 501(c)3 • Tustin, CA

Profile

Legacy magnet academy pto aims to enhance the student experience, build community and create lifelong positive memories. The mission of the lma pto is to avocate for all of our children.

15500 Legacy RdTustin, CA 92782

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

28th percentile

-13%

Higher net margin than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

42nd percentile

-8.1%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

31st percentile

-24%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$58,001

Down $5,142 (-8.1%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$58,001

Down $5,142 (-8.1%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$94,622

Down $30,121 (-24%) from 2024

Expenses

Up

$107,100

Up $32,230 (+43%) from 2024

Net Income

Down

-$12,478

Down $62,351 (-125%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0-$50KAssets 2021: $500Net Assets 2021: -$17,4952021Assets 2022: $500Net Assets 2022: $27,2492022Assets 2023: $40,639Net Assets 2023: $5,3522023Assets 2024: $63,143Net Assets 2024: $63,1432024Assets 2025: $58,001Net Assets 2025: $58,0012025

Highlighted filing

2025

Assets$58,001
Liabilities-
Net Assets$58,001
Open 2025 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2021: $12,584Expenses 2021: $30,079Net Income 2021: -$17,4952021Revenue 2022: $123,537Expenses 2022: $96,288Net Income 2022: $27,2492022Revenue 2023: $89,481Expenses 2023: $84,629Net Income 2023: $4,8522023Revenue 2024: $124,743Expenses 2024: $74,870Net Income 2024: $49,8732024Revenue 2025: $94,622Expenses 2025: $107,100Net Income 2025: -$12,4782025

Highlighted filing

2025

Revenue$94,622
Expenses$107,100
Net Income-$12,478
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,001
Liabilities
-
Net assets
$58,001
Revenue
$94,622
Expenses
$107,100
Net income
-$12,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.95$1.07$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.63$1.25$0.75$0.50
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.05$0.89$0.85$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.27$1.24$0.96$0.27
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.17$0.13$0.30$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Oct 8, 2025
Return Version
2024v5.2
Gross Receipts
$94,622
Mission and Program Overview

Mission

Legacy magnet academy pto aims to enhance the student experience, build community and create lifelong positive memories. The mission of the lma pto is to avocate for all of our children.

Program Services

DescriptionGrantsExpenses
WE AIM TO ENHANCE THE LEGACY MAGNET ACADEMY STUDENT EXPERIENCE, BUILD COMMUNITY AND CREATE LIFELONG POSITIVE MEMORIES. THE MISSION OF THE LMA PTO IS TO ADVOCATE FOR ALL OF OUR CHILDREN.-$79,676
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PIA LEWISPresidentPT$0--
JIM DILELLIOTreasurerPT$0--
TANI THAKRARParliamentarianPT$0--
STACI FANSecretaryPT$0--
JOANNE CORDEIROFinancial SecretaryPT$0--
KATHALYNA REYVP Of EventsPT$0--
BETH MORRISVP Of FundraisingPT$0--
RACHEL ANDREWVP Of CommunicationsPT$0--
MARY JANE RIN3rd VP Volunteer CoPT$0--
JENNIFER NGUYEN1st VP Volunteer CoPT$0--
TUMY TRANAuditorPT$0--
CHRISTINE KONG3rd VP Volunteer CORPT$0--
JILIE KIM4th VP Volunteer CoPT$0--
DR JENNIFER HARRISONPrincipalPT$0--
Filing and Contact Details

Filer

Filer Name
Legacy Magnet Academy Parent Teacher Organization
EIN
85-2252507
Phone
7144030085
Address
15500 LEGACY RD, TUSTIN, CA 92782

Signing Officer

Name
James Dilellio
Title
Treasuer
Phone
7144030085
Signed
2025-10-08
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 103D, KANSAS CITY, MO 64105
Preparer
Nong Goodman
Phone
8004725625
Supplemental Narrative

Additional Explanations

Page 1 Line 16

“Total $107,099 incl admin $5105, gala/fundrasing $22,318, programs (calss supp, family night field trips, seni0r events,teacher appreciation, testing week, ect. $79,676”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES DILELLIO
IRS990EZ/BooksInCareOfDetail/PhoneNum07144030085
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015500 LEGACY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tustin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092782
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063143
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058001
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt094622
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12478
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063143
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058001
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt094622
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058001
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045523
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058001
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058001
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PIA LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM DILELLIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TANI THAKRAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACI FAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOANNE CORDEIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHALYNA REY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BETH MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RACHEL ANDREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARY JANE RIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JENNIFER NGUYEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TUMY TRAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CHRISTINE KONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JILIE KIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13DR JENNIFER HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP OF COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt83RD VP VOLUNTEER CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt91ST VP VOLUNTEER CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt113RD VP VOLUNTEER COR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt124TH VP VOLUNTEER CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13PRINCIPAL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0107100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LEGACY MAGNET ACADEMY PTO AIMS TO ENHANCE THE STUDENT EXPERIENCE, BUILD COMMUNITY AND CREATE LIFELONG POSITIVE MEMORIES. THE MISSION OF THE LMA PTO IS TO AVOCATE FOR ALL OF OUR CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE AIM TO ENHANCE THE LEGACY MAGNET ACADEMY STUDENT EXPERIENCE, BUILD COMMUNITY AND CREATE LIFELONG POSITIVE MEMORIES. THE MISSION OF THE LMA PTO IS TO ADVOCATE FOR ALL OF OUR CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt079676
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05142
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0107100
IRS990EZ/TotalProgramServiceExpensesAmt079676
IRS990EZ/TotalRevenueAmt094622
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0LEGACYPTO.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt094622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0124743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt089481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0123537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0444967
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0444967
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt094622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0124743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0123537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012584
IRS990ScheduleA/Total509Grp/TotalAmt0444967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt094622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0124743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt089481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0123537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012584
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0444967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TOTAL $107,099 INCL ADMIN $5105, GALA/FUNDRASING $22,318, PROGRAMS (CALSS SUPP, FAMILY NIGHT FIELD TRIPS, SENI0R EVENTS,TEACHER APPRECIATION, TESTING WEEK, ECT. $79,676
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES DILELLIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASUER
ReturnHeader/BusinessOfficerGrp/PhoneNum07144030085
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEGACY MAGNET ACADEMY PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
ReturnHeader/Filer/EIN0852252507
ReturnHeader/Filer/PhoneNum07144030085
ReturnHeader/Filer/USAddress/AddressLine1Txt015500 LEGACY RD
ReturnHeader/Filer/USAddress/CityNm0TUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092782
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 103D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nong Goodman
ReturnHeader/ReturnTs02025-10-09T01:18:57Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.