Civic Intelligence

Magnolia Educators Association Ctanea

990EZ • Fiscal year 2017 • EIN 95-2415587

Sep 01, 2016 to Aug 31, 2017 • Filed on Mar 29, 2018

Organization ProfileN/A
Po Box 2515Anaheim, CA 92814

(562) 587-7767

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

85th percentile

24%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

7.4%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$157,055

Up $15,320 (+11%) from 2016

Net Assets

$157,055

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin85th percentile

Revenue

Up

$63,649

Up $4,361 (+7.4%) from 2016

Expenses

Down

$48,329

Down $25 (-0.1%) from 2016

Net Income

Up

$15,320

Up $4,386 (+40%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$300K$200K$100K$0Assets 2016: $141,735Liabilities 2016: $02016Assets 2017: $157,055Liabilities 2017: $0Net Assets 2017: $157,0552017Assets 2018: $163,838Liabilities 2018: $0Net Assets 2018: $163,8382018Assets 2019: $157,120Liabilities 2019: $0Net Assets 2019: $157,1202019Assets 2020: $169,299Liabilities 2020: $0Net Assets 2020: $169,2992020Assets 2021: $183,795Net Assets 2021: $183,7952021Assets 2022: $169,119Net Assets 2022: $169,1192022Assets 2023: $175,517Net Assets 2023: $175,5172023Assets 2024: $186,920Net Assets 2024: $186,9202024Assets 2025: $203,626Net Assets 2025: $203,6262025

Highlighted filing

2017

Assets$157,055
Liabilities$0
Net Assets$157,055
Open 2017 Filing

Operations Trend

Revenue Growth70th percentile

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

$100K$50K$0-$50KRevenue 2016: $59,288Expenses 2016: $48,354Net Income 2016: $10,9342016Revenue 2017: $63,649Expenses 2017: $48,329Net Income 2017: $15,3202017Revenue 2018: $61,954Expenses 2018: $55,171Net Income 2018: $6,7832018Revenue 2019: $61,592Expenses 2019: $68,310Net Income 2019: -$6,7182019Revenue 2020: $60,328Expenses 2020: $48,149Net Income 2020: $12,1792020Revenue 2021: $56,401Expenses 2021: $41,905Net Income 2021: $14,4962021Revenue 2022: $59,660Expenses 2022: $74,336Net Income 2022: -$14,6762022Revenue 2023: $76,241Expenses 2023: $69,843Net Income 2023: $6,3982023Revenue 2024: $69,459Expenses 2024: $58,056Net Income 2024: $11,4032024Revenue 2025: $71,451Expenses 2025: $54,745Net Income 2025: $16,7062025

Highlighted filing

2017

Revenue$63,649
Expenses$48,329
Net Income$15,320
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Mar 29, 2018
Return Version
2016v3.0
Gross Receipts
$63,649
Mission and Program Overview

Mission

Improve their welfare and working conditions.

Represent members both collectively and individually and to promote and improve their welfare and working conditions.

Program Services

DescriptionGrantsExpenses
Represent members both collectively and individually and to promote and improve their welfare and working conditions.$0$0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jody BrownPresidentPT$0--
Kathy EvansVice President-$0--
Pamela GreenhalghSecretary-$0--
Kimberly YoungTreasurerPT$0--
Stephanie CaldwellMember At Large-$0--
Zara WalkerMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Magnolia Educators Association CTANEA
EIN
95-2415587
Phone
5625877767
Address
Po Box 2515, Anaheim, CA 92814

Signing Officer

Name
Kimberly Young
Title
Treasurer
Phone
5625877767
Signed
2018-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Smith Marion & Co LPP
Address
1940 Orange Tree Lane Suite 100, Redlands, CA 92374
Preparer
David B Marion
Phone
9093072323
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: Interest income. Amount: 471.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Office expenses. Amount: 5,742. Description: Negotiations & bargaining. Amount: 1,096. Description: Governance/ general leadership. Amount: 19,172. Description: Conferences/ workshops. Amount: 8,112. Description: Chargeable communication. Amount: 3,750. Description: Social activities. Amount: 10,357. Description: Non-chargeable expenses. Amount: 100. Total to Form 990-EZ, line 16: 48,329.”

Raw XML Appendix168 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/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jody Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathy Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Pamela Greenhalgh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kimberly Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephanie Caldwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Zara Walker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member at Large
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/OtherRevenueTotalAmt0471
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalRevenueAmt063649
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063178
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0200
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01765
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0471
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0544
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IRS990ScheduleA/InvestmentIncomeCYPct00.00830
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0213687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 471.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Office expenses. Amount: 5,742. Description: Negotiations & bargaining. Amount: 1,096. Description: Governance/ general leadership. Amount: 19,172. Description: Conferences/ workshops. Amount: 8,112. Description: Chargeable communication. Amount: 3,750. Description: Social activities. Amount: 10,357. Description: Non-chargeable expenses. Amount: 100. Total to Form 990-EZ, line 16: 48,329.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly Young
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05625877767
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Magnolia Educators Association CTANEA
ReturnHeader/Filer/BusinessNameControlTxt0MAGN
ReturnHeader/Filer/EIN0952415587
ReturnHeader/Filer/PhoneNum05625877767
ReturnHeader/Filer/USAddress/AddressLine1Txt0Po Box 2515
ReturnHeader/Filer/USAddress/CityNm0Anaheim
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092814
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.77.118.76
ReturnHeader/FilingSecurityInformation/IPDt02018-03-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm018:05:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273337428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith Marion & Co LPP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 Orange Tree Lane Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redlands
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092374
ReturnHeader/PreparerPersonGrp/PhoneNum09093072323
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David B Marion
ReturnHeader/ReturnTs02018-03-29T18:05:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,055
Liabilities
$0
Net assets
$157,055
Revenue
$63,649
Expenses
$48,329
Net income
$15,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.04$2.04$0.71$0.55$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.87$1.87$0.69$0.58$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.76$1.76$0.76$0.70$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.69$1.69$0.60$0.74$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.84$1.84$0.56$0.42$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.60$0.48$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.62$0.68$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.62$0.55$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.64$0.48$0.15
2016Summary only. Only limited summary data is available for this year.$1.42$0.00$0.59$0.48$0.11