Civic Intelligence

Magnolia Educators Association Ctanea

990EZ • Fiscal year 2018 • EIN 95-2415587

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 09, 2019

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

54th percentile

0.00x

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

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

56th percentile

4.3%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-2.7%

Faster revenue growth than 36% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$163,838

Up $6,783 (+4.3%) from 2017

Net Assets

Up

$163,838

Up $6,783 (+4.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin68th percentile

Revenue

Down

$61,954

Down $1,695 (-2.7%) from 2017

Expenses

Up

$55,171

Up $6,842 (+14%) from 2017

Net Income

Down

$6,783

Down $8,537 (-56%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2018

Assets$163,838
Liabilities$0
Net Assets$163,838
Open 2018 Filing

Operations Trend

Revenue Growth36th 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

2018

Revenue$61,954
Expenses$55,171
Net Income$6,783
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 9, 2019
Return Version
2017v2.3
Gross Receipts
$61,954
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$48,550
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie CaldwellMember At Large-$0--
Zara WalkerMember At Large-$0--
Jody BrownPresidentPT$0--
Kathy EvansVice President-$0--
Pamela GreenhalghSecretary-$0--
Kimberly YoungTreasurerPT$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
2019-01-09
Discuss with paid preparer
Yes

Preparer

Firm
Smith Marion & Co
Address
1940 Orange Tree Lane Suite 100, Redlands, CA 92374
Preparer
Roxanne M Garcia
Phone
9093072323
Supplemental Narrative

Additional Explanations

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

“Description: Interest income. Amount: 666.”

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

“Description: Office expenses. Amount: 5,241. Description: Negotiations & bargaining. Amount: 1,534. Description: Governance/ general leadership. Amount: 24,397. Description: Conferences/ workshops. Amount: 8,966. Description: Chargeable support wages & benefits. Amount: 4,525. Description: Social activities. Amount: 10,208. Description: Non-chargeable expenses. Amount: 300. Total to Form 990-EZ, line 16: 55,171.”

Raw XML Appendix169 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/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stephanie Caldwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Zara Walker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jody Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kathy Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Pamela Greenhalgh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kimberly Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Member at Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Member at Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt055171
IRS990EZ/OtherRevenueTotalAmt0666
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Represent members both collectively and individually and to promote and improve their welfare and working conditions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Represent members both collectively and individually and to promote and improve their welfare and working conditions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalProgramServiceExpensesAmt048550
IRS990EZ/TotalRevenueAmt061954
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt061288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt063178
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0253210
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0666
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0471
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0544
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0300
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0250
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02231
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0666
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0471
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0544
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IRS990ScheduleA/InvestmentIncomeCYPct00.00870
IRS990ScheduleA/InvestmentIncomePYPct00.00830
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99130
IRS990ScheduleA/PublicSupportPY509Pct00.99170
IRS990ScheduleA/PublicSupportTotal509Amt0253210
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061288
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030250
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0255441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 666.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Office expenses. Amount: 5,241. Description: Negotiations & bargaining. Amount: 1,534. Description: Governance/ general leadership. Amount: 24,397. Description: Conferences/ workshops. Amount: 8,966. Description: Chargeable support wages & benefits. Amount: 4,525. Description: Social activities. Amount: 10,208. Description: Non-chargeable expenses. Amount: 300. Total to Form 990-EZ, line 16: 55,171.
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly Young
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05625877767
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-09
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.77.118.76
ReturnHeader/FilingSecurityInformation/IPDt02019-01-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:27:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273337428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Smith Marion & Co
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/PreparationDt02019-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roxanne M Garcia
ReturnHeader/ReturnTs02019-01-09T14:30:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,838
Liabilities
$0
Net assets
$163,838
Revenue
$61,954
Expenses
$55,171
Net income
$6,783
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