Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2016 • EIN 95-6208091

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

465 W 15th StUpland, CA 91786

(909) 949-7750

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-6.0%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$56,294

Up $11,650 (+26%) from 2015

Net Assets

Up

$56,294

Up $11,650 (+26%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$69,292

Down $4,453 (-6.0%) from 2015

Expenses

Down

$57,642

Down $12,944 (-18%) from 2015

Net Income

Up

$11,650

Up $8,491 (+269%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$56,294
Liabilities$0
Net Assets$56,294

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$69,292
Expenses$57,642
Net Income$11,650
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$69,292
Mission and Program Overview

Mission

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

To supplement the cirriculum and actvities of the school

Program Services

DescriptionGrantsExpenses
CONDUCTED ASSEMBLIES AND NUMEROUS OTHER STUDENT PROGRAMS, PROVIDED STAFF RECOGNITION EVENTS, PUBLISHED YEARBOOK, DONATED FUNDS TO SCHOOL$0$22,942
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICTORIA MENSENPresidentPT$0--
AMANDA AZEPITIAVice PresidentPT$0--
KERRE GUTIERREZTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Magnolia Elementary PTA
EIN
95-6208091
Phone
9099497750
Address
465 W 15th St, Upland, CA 91786

Signing Officer

Name
Victoria Mensen
Title
President
Phone
9099496595
Signed
2016-11-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Events 11155, book fair 3592, fundraisers 40982, spirit items 9236

Form 990-EZ, Part I, Line 16

Events 4984, book fair 2468, fundraisers 11252, spirit items 10417, school gift 1318, staff recognition 926, programs 21624, upland council 3054

Raw XML Appendix159 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0KERRE GUTIERREZ
IRS990EZ/BooksInCareOfDetail/PhoneNum09099386420
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01435 COLE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0UPLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091784
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044644
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056294
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt011650
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044644
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056294
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt069292
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum00406
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt02327
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044644
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056294
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044644
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056294
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VICTORIA MENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA AZEPITIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KERRE GUTIERREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt057642
IRS990EZ/OtherRevenueTotalAmt066965
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPLEMENT THE CIRRICULUM AND ACTVITIES OF THE SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCTED ASSEMBLIES AND NUMEROUS OTHER STUDENT PROGRAMS, PROVIDED STAFF RECOGNITION EVENTS, PUBLISHED YEARBOOK, DONATED FUNDS TO SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022942
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt057642
IRS990EZ/TotalProgramServiceExpensesAmt022942
IRS990EZ/TotalRevenueAmt069292
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01041
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08257
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066965
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0348852
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0369867
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070920
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076586
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059912
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087444
IRS990ScheduleA/Total509Grp/TotalAmt0369867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087444
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0369867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVENTS 11155, BOOK FAIR 3592, FUNDRAISERS 40982, SPIRIT ITEMS 9236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVENTS 4984, BOOK FAIR 2468, FUNDRAISERS 11252, SPIRIT ITEMS 10417, SCHOOL GIFT 1318, STAFF RECOGNITION 926, PROGRAMS 21624, UPLAND COUNCIL 3054
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Victoria Mensen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09099496595
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Magnolia Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0MAGN
ReturnHeader/Filer/EIN0956208091
ReturnHeader/Filer/PhoneNum09099497750
ReturnHeader/Filer/USAddress/AddressLine1Txt0465 W 15th St
ReturnHeader/Filer/USAddress/CityNm0Upland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091786
ReturnHeader/ReturnTs02016-11-16T01:57:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings