Civic Intelligence

Magnolia Educators Association Ctanea

990EZ • Fiscal year 2019 • EIN 95-2415587

Sep 01, 2018 to Aug 31, 2019 • Filed on Mar 02, 2020

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.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

17th percentile

-11%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

28th percentile

-4.1%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

-0.6%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$157,120

Down $6,718 (-4.1%) from 2018

Net Assets

Down

$157,120

Down $6,718 (-4.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin17th percentile

Revenue

Down

$61,592

Down $362 (-0.6%) from 2018

Expenses

Up

$68,310

Up $13,139 (+24%) from 2018

Net Income

Down

-$6,718

Down $13,501 (-199%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2019

Assets$157,120
Liabilities$0
Net Assets$157,120
Open 2019 Filing

Operations Trend

Revenue Growth45th 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

2019

Revenue$61,592
Expenses$68,310
Net Income-$6,718
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Mar 2, 2020
Return Version
2018v3.1
Gross Receipts
$61,592
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$61,479
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristin ShelbyMember At Large-$0--
Krista ShaderMember At Large-$0--
Jody BrownPresidentPT$0--
Kathy EvansVice President-$0--
Stephanie CaldwellSecretary-$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
2020-03-02
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Description: Interest income. Amount: 1,104. Description: Other income. Amount: 195. Total to Form 990-EZ, line 8: 1,299.”

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

“Description: Office expenses. Amount: 9,953. Description: Negotiations & bargaining. Amount: 1,131. Description: Governance/ general leadership. Amount: 29,227. Description: Conferences/ workshops. Amount: 10,475. Description: Chargeable support wages & benefits. Amount: 3,750. Description: Social activities. Amount: 11,980. Description: Communications. Amount: 1,294. Description: Other MEA expenses. Amount: 500. Total to Form 990-EZ, line 16: 68,310.”

Raw XML Appendix130 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/USAddress/CityNm0Anaheim
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092814
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6718
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristin Shelby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Krista Shader
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jody Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kathy Evans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephanie Caldwell
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/OtherExpensesTotalAmt068310
IRS990EZ/OtherRevenueTotalAmt01299
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061479
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt068310
IRS990EZ/TotalProgramServiceExpensesAmt061479
IRS990EZ/TotalRevenueAmt061592
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 1,104. Description: Other income. Amount: 195. Total to Form 990-EZ, line 8: 1,299.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Office expenses. Amount: 9,953. Description: Negotiations & bargaining. Amount: 1,131. Description: Governance/ general leadership. Amount: 29,227. Description: Conferences/ workshops. Amount: 10,475. Description: Chargeable support wages & benefits. Amount: 3,750. Description: Social activities. Amount: 11,980. Description: Communications. Amount: 1,294. Description: Other MEA expenses. Amount: 500. Total to Form 990-EZ, line 16: 68,310.
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.
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05625877767
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-02
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ReturnHeader/Filer/EIN0952415587
ReturnHeader/Filer/PhoneNum05625877767
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.180.199.115
ReturnHeader/FilingSecurityInformation/IPDt02020-03-02
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ReturnHeader/FilingSecurityInformation/IPTm018:14:40
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redlands
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092374
ReturnHeader/PreparerPersonGrp/PhoneNum09093072323
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carlos Carazo
ReturnHeader/ReturnTs02020-03-02T18:31:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,120
Liabilities
$0
Net assets
$157,120
Revenue
$61,592
Expenses
$68,310
Net income
-$6,718
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