Civic Intelligence

Magnolia Elementary PTA

EIN 95-6208091 • 501(c)3 • Upland, CA

Profile

Form 990-ez part i line events , book fair, fundraisers, spirit itmes.

465 West 15th StreetUpland, CA 91786

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

34th percentile

-6.5%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$55,419

Down $3,298 (-5.6%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$55,419

Down $3,298 (-5.6%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin34th percentile

Revenue

Down

$50,956

Down $395 (-0.8%) from 2024

Expenses

Up

$54,254

Up $9,529 (+21%) from 2024

Net Income

Down

-$3,298

Down $9,924 (-150%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2011: $52,340Liabilities 2011: $02011Assets 2012: $60,965Liabilities 2012: $02012Assets 2013: $58,505Liabilities 2013: $02013Assets 2014: $41,485Liabilities 2014: $0Net Assets 2014: $41,4852014Assets 2015: $44,644Liabilities 2015: $0Net Assets 2015: $44,6442015Assets 2016: $56,294Liabilities 2016: $0Net Assets 2016: $56,2942016Assets 2017: $62,925Liabilities 2017: $0Net Assets 2017: $62,9252017Assets 2018: $58,496Liabilities 2018: $0Net Assets 2018: $58,4962018Assets 2019: $46,395Liabilities 2019: $02019Assets 2024: $58,717Net Assets 2024: $58,7172024Assets 2025: $55,419Liabilities 2025: $0Net Assets 2025: $55,4192025

Highlighted filing

2025

Assets$55,419
Liabilities$0
Net Assets$55,419
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $74,981Expenses 2011: $43,571Net Income 2011: $31,4102011Revenue 2012: $51,873Expenses 2012: $43,248Net Income 2012: $8,6252012Revenue 2013: $59,912Expenses 2013: $62,371Net Income 2013: -$2,4592013Revenue 2014: $72,764Expenses 2014: $89,784Net Income 2014: -$17,0202014Revenue 2015: $73,745Expenses 2015: $70,586Net Income 2015: $3,1592015Revenue 2016: $69,292Expenses 2016: $57,642Net Income 2016: $11,6502016Revenue 2017: $52,228Expenses 2017: $45,597Net Income 2017: $6,6312017Revenue 2018: $56,786Expenses 2018: $61,215Net Income 2018: -$4,4292018Revenue 2019: $50,604Expenses 2019: $65,646Net Income 2019: -$15,0422019Revenue 2024: $51,351Expenses 2024: $44,725Net Income 2024: $6,6262024Revenue 2025: $50,956Expenses 2025: $54,254Net Income 2025: -$3,2982025

Highlighted filing

2025

Revenue$50,956
Expenses$54,254
Net Income-$3,298
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$55,419
Liabilities
$0
Net assets
$55,419
Revenue
$50,956
Expenses
$54,254
Net income
-$3,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$55.4$0.00$55.4$51.0$54.3$3.30
2024Detailed filing. Detailed filing data is available for this year.$58.7$58.7$51.4$44.7$6.63
2019Summary only. Only limited summary data is available for this year.$46.4$0.00$50.6$65.6$15.0
2018Detailed filing. Detailed filing data is available for this year.$58.5$0.00$58.5$56.8$61.2$4.43
2017Detailed filing. Detailed filing data is available for this year.$62.9$0.00$62.9$52.2$45.6$6.63
2016Detailed filing. Detailed filing data is available for this year.$56.3$0.00$56.3$69.3$57.6$11.7
2015Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$73.7$70.6$3.16
2014Detailed filing. Detailed filing data is available for this year.$41.5$0.00$41.5$72.8$89.8$17.0
2013Summary only. Only limited summary data is available for this year.$58.5$0.00$59.9$62.4$2.46
2012Summary only. Only limited summary data is available for this year.$61.0$0.00$51.9$43.2$8.63
2011Summary only. Only limited summary data is available for this year.$52.3$0.00$75.0$43.6$31.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$50,956
Mission and Program Overview

Mission

To supplement the cirriculum and actvities of the school

Conducted assemblies and numerous other student programs, provided staff recognition events, published yearbook, donated funds to school

Program Services

DescriptionGrantsExpenses
Magnolia Family Fun Events and Assemblies - Free events for students and their families$0$23,341
Student Enrichment - Expenses incurred by teachers and staff that is reimbursed$0$14,952
School Donations - Such as Folders, planners, sport equipment and books and yearbooks$0$7,048
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna AlvarezPresidentPT$0--
Sarah PfrommerVP FundraisingPT$0--
Jessica ResendizVP MembershipPT$0--
Daniella BadeauTreasurerPT$0--
Michelle GarciaFinancial SecretaryPT$0--
Steven Ramirez-RoblesAuditorPT$0--
Jamie HaynesRecording SecretaryPT$0--
Lorena ArellanoParliamentarianPT$0--
Filing and Contact Details

Filer

Filer Name
Magnolia Elementary PTA
EIN
95-6208091
Phone
9098160459
Address
465 West 15th Street, Upland, CA 91786

Signing Officer

Name
Daniella Badeau
Title
Treasurer
Phone
9094529193
Signed
2025-11-11
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Other expenses book fair - $6,362.18 council pta expenses $ 937.00 events - $11,244.28 fundraising expenses. $2,500 gifts $3009.68 membership expenses $2,138.75 program expenses $24,024.29 spirit items $305.98 staff meetings $3,732.10”

Raw XML Appendix196 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/PhoneNum09094529193
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0465 West 15th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Upland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091786
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anna Alvarez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sarah Pfrommer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jessica Resendiz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Daniella Badeau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michelle Garcia
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Lorena Arellano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt054254
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CONDUCTED ASSEMBLIES AND NUMEROUS OTHER STUDENT PROGRAMS, PROVIDED STAFF RECOGNITION EVENTS, PUBLISHED YEARBOOK, DONATED FUNDS TO SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt048521
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Enrichment - Expenses incurred by teachers and staff that is reimbursed
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Interest on savings account
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07193
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0254598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER EXPENSES BOOK FAIR - $6,362.18 COUNCIL PTA EXPENSES $ 937.00 EVENTS - $11,244.28 FUNDRAISING EXPENSES. $2,500 GIFTS $3009.68 MEMBERSHIP EXPENSES $2,138.75 PROGRAM EXPENSES $24,024.29 SPIRIT ITEMS $305.98 STAFF MEETINGS $3,732.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniella Badeau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09094529193
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Magnolia Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0MAGN
ReturnHeader/Filer/EIN0956208091
ReturnHeader/Filer/PhoneNum09098160459
ReturnHeader/Filer/USAddress/AddressLine1Txt0465 West 15th Street
ReturnHeader/Filer/USAddress/CityNm0Upland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091786
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-11-11T23:28:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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