Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2025 • EIN 95-6208091

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 11, 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

62nd percentile

0.00x

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

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

Liabilities / Revenue

63rd percentile

0.00x

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

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

Net Margin

30th percentile

-6.5%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

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

Asset Growth

35th percentile

-5.6%

Faster asset growth than 35% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

-0.8%

Faster revenue growth than 45% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$55,419

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

Net Assets

Down

$55,419

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

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin30th 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

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2025

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

Operations Trend

Revenue Growth45th percentile

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

2025

Revenue$50,956
Expenses$54,254
Net Income-$3,298
Open 2025 Filing
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 Pay82nd 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/PersonNm0Daniella Badeau
IRS990EZ/BooksInCareOfDetail/PhoneNum09094529193
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0465 West 15th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Upland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091786
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058717
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anna Alvarez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sarah Pfrommer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jessica Resendiz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Daniella Badeau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michelle Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Steven Ramirez-Robles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jamie Haynes
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Magnolia Family Fun Events and Assemblies - Free events for students and their families
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Donations - Such as Folders, planners, sport equipment and books and yearbooks
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Enrichment - Expenses incurred by teachers and staff that is reimbursed
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023341
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17048
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214952
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/TotalExpensesAmt054254
IRS990EZ/TotalProgramServiceExpensesAmt045341
IRS990EZ/TotalRevenueAmt050956
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Interest on savings account
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02418
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048521
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049063
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045483
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0247385
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/OtherIncome509Grp/TotalAmt020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99992
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0254578
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050939
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051338
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045483
IRS990ScheduleA/Total509Grp/TotalAmt0254578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050946
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045483
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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