Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2024 • EIN 95-6208091

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 30, 2025

Organization ProfileN/A
465 WEST 15th STREETUpland, CA 91786

(909) 816-0459

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$58,717

Up $12,322 (+27%) from 2019

Net Assets

$58,717

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Up

$51,351

Up $747 (+1.5%) from 2019

Expenses

Down

$44,725

Down $20,921 (-32%) from 2019

Net Income

Up

$6,626

Up $21,668 (+144%) from 2019

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2024

Assets$58,717
Liabilities-
Net Assets$58,717
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2024

Revenue$51,351
Expenses$44,725
Net Income$6,626
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 30, 2025
Return Version
2023v6.0
Gross Receipts
$51,351
Mission and Program Overview

Mission

To supplement the cirriculum and actvities of the school

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

Program Services

DescriptionGrantsExpenses
CONDUCTED ASSEMBLIES AND NUMEROUS OTHER STUDENT PROGRAMS, PROVIDED STAFF RECOGNITION EVENTS, PUBLISHED YEARBOOK, DONATED FUNDS TO SCHOOL-$31,559
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE ORTEGATreasurerPT$0--
MARIANNE HODELPresidentPT$0--
JAMIE HAYNES1st ResidentPT$0--
ANA ALVAREZ2nd V PresidentPT$0--
JESSICA RASENDIZHistorianPT$0--
STEVE RAMIREZ-ROBLESFin SecretaryPT$0--
DANIELA BADEAUAuditorPT$0--
AMBER WARNICKRecording SecrePT$0--
JULIE BLACKBURNMag WearPT$0--
EDEN VAN FLEETParlamentarianPT$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
Christine Ortega
Title
Treasurer
Signed
2025-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Short Rubin Dewinter Sanderson
Address
1037 PARK VIEW DR, COVINA, CA 91724
Preparer
Stephan D Montgomery
Phone
6269320100
Supplemental Narrative

Additional Explanations

Other Expenses.1

“PROGRAM EXPENSES $14530”

Other Expenses.2

“EVENTS $12654”

Other Expenses.3

“BOOK FAIR $6854”

Other Expenses.4

“SPIRIT ITEMS $4375”

Other Expenses.5

“STAFF MEETINGS $2693”

Other Expenses.6

“GIFTS $1592”

Other Expenses.7

“Membership expenses $1031”

Other Expenses.8

“Council pta expenses $942”

Other Expenses.9

“FUNDRAISING EXPENSES $54”

Raw XML Appendix185 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/CityNm0UPLAND
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINE ORTEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARIANNE HODEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMIE HAYNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANA ALVAREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA RASENDIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEVE RAMIREZ-ROBLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DANIELA BADEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AMBER WARNICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JULIE BLACKBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9EDEN VAN FLEET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST RESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND V PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FIN SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7RECORDING SECRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MAG WEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PARLAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044725
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FORM 990-EZ PART I LINE EVENTS , BOOK FAIR, FUNDRAISERS, SPIRIT ITMES.
IRS990EZ/ProgramServiceRevenueAmt049063
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCTED ASSEMBLIES AND NUMEROUS OTHER STUDENT PROGRAMS, PROVIDED STAFF RECOGNITION EVENTS, PUBLISHED YEARBOOK, DONATED FUNDS TO SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031559
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt044725
IRS990EZ/TotalProgramServiceExpensesAmt031559
IRS990EZ/TotalRevenueAmt051351
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04775
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049063
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045483
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0198864
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0203639
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051338
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045483
IRS990ScheduleA/Total509Grp/TotalAmt0203639
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045483
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0203652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $14530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVENTS $12654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK FAIR $6854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPIRIT ITEMS $4375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STAFF MEETINGS $2693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GIFTS $1592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP EXPENSES $1031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COUNCIL PTA EXPENSES $942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FUNDRAISING EXPENSES $54
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE ORTEGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-30
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813709413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN SHORT RUBIN DEWINTER SANDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01037 PARK VIEW DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COVINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091724
ReturnHeader/PreparerPersonGrp/PhoneNum06269320100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephan D Montgomery
ReturnHeader/ReturnTs02025-01-30T14:23:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,717
Liabilities
-
Net assets
$58,717
Revenue
$51,351
Expenses
$44,725
Net income
$6,626
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