Civic Intelligence

Portola Keystone Foundation Inc

990EZ • Fiscal year 2017 • EIN 23-7132951

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileN/A
One World Trade Center No 1660Long Beach, CA 90831

(562) 436-9911

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

3rd percentile

-93%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

244%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$28,531

Down $386,958 (-93%) from 2016

Net Assets

Up

$28,531

Up $3,042 (+12%) from 2016

Liabilities

Down

$0

Down $390,000 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin96th percentile

Revenue

Up

$4,095

Up $2,903 (+244%) from 2016

Expenses

Down

$1,053

Down $390,044 (-100%) from 2016

Net Income

Up

$3,042

Up $392,947 (+101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$600K$400K$200K$0Assets 2015: $416,346Liabilities 2015: $952Net Assets 2015: $415,3942015Assets 2016: $415,489Liabilities 2016: $390,000Net Assets 2016: $25,4892016Assets 2017: $28,531Liabilities 2017: $0Net Assets 2017: $28,5312017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2017

Assets$28,531
Liabilities$0
Net Assets$28,531
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2015: $2,193Expenses 2015: $51,080Net Income 2015: -$48,8872015Revenue 2016: $1,192Expenses 2016: $391,097Net Income 2016: -$389,9052016Revenue 2017: $4,095Expenses 2017: $1,053Net Income 2017: $3,0422017Revenue 2018: $55Expenses 2018: $28,586Net Income 2018: -$28,5312018

Highlighted filing

2017

Revenue$4,095
Expenses$1,053
Net Income$3,042
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$4,095
Mission and Program Overview

Mission

Our primary purpose is to contribute funds to boys & girls club of san pedro and harbor area.

Program Services

DescriptionGrantsExpenses
THIS FOUNDATION PROVIDES GRANTS TO THE BOYS AND GIRLS CLUB OF SAN PEDRO WHO PROVIDE ACTIVITIES AND PROGRAMS FOR THE YOUTH OF SAN PEDRO AND THE HARBOR AREA.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
YVONNE BOGDANOVICHPresident-$0--
JOSEPH MIRKOVICHVice President-$0--
DENNIS LANESecretary-$0--
RICK PIELAGOTreasurer-$0--
JOE RICHTrustee-$0--
GARY BETTISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Portola Keystone Foundation Inc
EIN
23-7132951
Phone
5624369911
Address
ONE WORLD TRADE CENTER NO 1660, LONG BEACH, CA 90831

Signing Officer

Name
Joseph Mirkovich
Title
Vice-president
Phone
5624369911
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Marincovich & Company Accountancy Corp
Address
29000 S WESTERN AVE305, RANCHO PALOS VERDES, CA 90275
Preparer
K Andrea Clark
Phone
3108311255
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 1,096. Description: dividend. Amount: 1,116. Description: realized gains. Amount: 1,883. Total included on form 990-ez, line 4: 4,095.”

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

“Description: trustee meetings. Amount: 400. Description: other business exps. Amount: 53. Total to form 990-ez, line 16: 453.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: deferred loss. Beg. Of year amount: 475. End of year amount: 0.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: pledged endowment. Beg. Of year amount: 390,000. End of year amount: 0.”

Raw XML Appendix177 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSEPH MIRKOVICH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICK PIELAGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOE RICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GARY BETTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0475
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0453
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OUR PRIMARY PURPOSE IS TO CONTRIBUTE FUNDS TO BOYS & GIRLS CLUB OF SAN PEDRO AND HARBOR AREA.
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/InvestmentIncomeCYPct00.98100
IRS990ScheduleA/PrivateFoundation509Ind0X
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IRS990ScheduleA/PublicSupportCY509Pct00.01900
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 1,096. DESCRIPTION: DIVIDEND. AMOUNT: 1,116. DESCRIPTION: REALIZED GAINS. AMOUNT: 1,883. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,095.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TRUSTEE MEETINGS. AMOUNT: 400. DESCRIPTION: OTHER BUSINESS EXPS. AMOUNT: 53. TOTAL TO FORM 990-EZ, LINE 16: 453.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEFERRED LOSS. BEG. OF YEAR AMOUNT: 475. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PLEDGED ENDOWMENT. BEG. OF YEAR AMOUNT: 390,000. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH MIRKOVICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05624369911
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTOLA KEYSTONE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0237132951
ReturnHeader/Filer/PhoneNum05624369911
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE WORLD TRADE CENTER NO 1660
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
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ReturnHeader/FilingSecurityInformation/IPTm016:05:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952923873
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARINCOVICH & COMPANY ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029000 S WESTERN AVE305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO PALOS VERDES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090275
ReturnHeader/PreparerPersonGrp/PhoneNum03108311255
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0K ANDREA CLARK
ReturnHeader/ReturnTs02018-11-15T17:33:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,531
Liabilities
$0
Net assets
$28,531
Revenue
$4,095
Expenses
$1,053
Net income
$3,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.29$0.29
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.04$0.01$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.15$3.90$0.25$0.01$3.91$3.90
2015Detailed filing. Detailed filing data is available for this year.$4.16$0.01$4.15$0.02$0.51$0.49