Civic Intelligence

PTA Ca Portola Hills

990EZ • Fiscal year 2017 • EIN 33-0528152

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

Organization ProfileN/A
19422 Saddleback Ranch RoadTrabuco Canyon, CA 92679

(949) 459-9370

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

72nd percentile

17%

Higher net margin than 72% 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

71st percentile

20%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$104,506

Up $17,321 (+20%) from 2016

Net Assets

Up

$104,506

Up $17,321 (+20%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$103,911

Up $16,957 (+20%) from 2016

Expenses

Down

$86,590

Down $14,858 (-15%) from 2016

Net Income

Up

$17,321

Up $31,815 (+220%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$150K$100K$50K$0Assets 2015: $101,679Net Assets 2015: $101,6792015Assets 2016: $87,185Net Assets 2016: $87,1852016Assets 2017: $104,506Net Assets 2017: $104,5062017Assets 2018: $92,770Net Assets 2018: $92,7702018Assets 2019: $78,502Net Assets 2019: $78,5022019Assets 2020: $96,048Net Assets 2020: $96,0482020Assets 2021: $89,381Net Assets 2021: $89,3812021Assets 2022: $85,325Liabilities 2022: $0Net Assets 2022: $85,3252022Assets 2023: $86,251Liabilities 2023: $0Net Assets 2023: $86,2512023Assets 2024: $77,182Liabilities 2024: $0Net Assets 2024: $77,1822024Assets 2025: $74,684Liabilities 2025: $0Net Assets 2025: $74,6842025

Highlighted filing

2017

Assets$104,506
Liabilities-
Net Assets$104,506
Open 2017 Filing

Operations Trend

Revenue Growth72nd percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $96,398Expenses 2015: $76,808Net Income 2015: $19,5902015Revenue 2016: $86,954Expenses 2016: $101,448Net Income 2016: -$14,4942016Revenue 2017: $103,911Expenses 2017: $86,590Net Income 2017: $17,3212017Revenue 2018: $64,600Expenses 2018: $76,336Net Income 2018: -$11,7362018Revenue 2019: $79,169Expenses 2019: $93,437Net Income 2019: -$14,2682019Revenue 2020: $107,233Expenses 2020: $89,687Net Income 2020: $17,5462020Revenue 2021: $49,160Expenses 2021: $55,827Net Income 2021: -$6,6672021Revenue 2022: $69,719Expenses 2022: $73,775Net Income 2022: -$4,0562022Revenue 2023: $78,043Expenses 2023: $77,117Net Income 2023: $9262023Revenue 2024: $74,686Expenses 2024: $83,755Net Income 2024: -$9,0692024Revenue 2025: $90,571Expenses 2025: $93,069Net Income 2025: -$2,4982025

Highlighted filing

2017

Revenue$103,911
Expenses$86,590
Net Income$17,321
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$148,389
Mission and Program Overview

Mission

Providing quality fine arts and related education programs for elementary school children.

Program Services

DescriptionGrantsExpenses
Cultural Arts: Art Program & Dance Instruction$27,986-
STEAM program$23,772-
Technology$18,115-
Teacher and Program Support$8,311-
Library Support$2,498-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth CroninPresident-$0--
Kari PlushVice President-$0--
Catherine BeenySecretary-$0--
Yaprak TeilletAuditor-$0--
Dory KlinchuchFin. Secretary-$0--
Amy HoganTreasurer-$0--
Alesha DohertyParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Olympic Day$49,637$49,637$6,152$43,485
Fall Fundraiser$33,126$33,126$13,771$19,355
Total Events$131,878$131,878$44,478$87,400
Filing and Contact Details

Filer

Filer Name
PTA CA Portola Hills
EIN
33-0528152
Phone
9494599370
Address
19422 Saddleback Ranch Road, Trabuco Canyon, CA 92679

Signing Officer

Name
Elizabeth Cronin
Title
President
Signed
2017-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Wertz & Company LLP
Address
5450 Trabuco Road, Irvine, CA 92620
Preparer
Gregory L Tanner
Phone
9497565000
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Technology Award | Donee's Name: Portola Hills Elementary School | Donee's Address: 19422 Saddleback Ranch Road Trabuco Canyon CA 92679 | Relationship of Donee: School associated w/ PTA | Cash Amount Given: $18115”

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: Educational programs | Donee's Name: Portola Hills Elementary School | Donee's Address: 19422 Saddleback Ranch Road Trabuco Canyon CA 92679 | Relationship of Donee: School associated w/ PTA | Cash Amount Given: $62567”

Other Expenses.1002

“Office Expenses $939”

Other Expenses.1007

“Conferences, Conventions, and Meetings $703”

Other Expenses.1012

“Insurance $265”

Other Expenses.1

“Membership $2684”

Other Expenses.2

“WEBSITE MAINTENANCE $690”

Other Expenses.3

“Meetings and training $364”

Other Expenses.4

“Presidents Fund $160”

Other Expenses.5

“MISCELLANEOUS $53”

Other Expenses.6

“BANK CHARGES $50”

Raw XML Appendix219 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/PersonNm0Elizabeth Cronin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kari Plush
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Yaprak Teillet
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Amy Hogan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Alesha Doherty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Fin. Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05908
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providing quality fine arts and related education programs for elementary school children.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Cultural Arts: Art Program & Dance Instruction
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Technology
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Library Support
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4STEAM program
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt027986
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt087400
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086590
IRS990EZ/TotalProgramServiceExpensesAmt080682
IRS990EZ/TotalRevenueAmt0103911
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04560
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0670212
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
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IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0141712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0151573
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0164819
IRS990ScheduleA/Total509Grp/TotalAmt0693410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0129626
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0164836
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0693464
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Olympic Day
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt033126
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049637
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013771
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Technology Award | Donee's Name: Portola Hills Elementary School | Donee's Address: 19422 Saddleback Ranch Road Trabuco Canyon CA 92679 | Relationship of Donee: School associated w/ PTA | Cash Amount Given: $18115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Educational programs | Donee's Name: Portola Hills Elementary School | Donee's Address: 19422 Saddleback Ranch Road Trabuco Canyon CA 92679 | Relationship of Donee: School associated w/ PTA | Cash Amount Given: $62567
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership $2684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE MAINTENANCE $690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Meetings and training $364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Presidents Fund $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK CHARGES $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Cronin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Portola Hills
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0330528152
ReturnHeader/Filer/PhoneNum09494599370
ReturnHeader/Filer/USAddress/AddressLine1Txt019422 Saddleback Ranch Road
ReturnHeader/Filer/USAddress/CityNm0Trabuco Canyon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092679
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wertz & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Trabuco Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092620
ReturnHeader/PreparerPersonGrp/PhoneNum09497565000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory L Tanner
ReturnHeader/ReturnTs02017-11-03T08:53:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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
$104,506
Liabilities
-
Net assets
$104,506
Revenue
$103,911
Expenses
$86,590
Net income
$17,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.91$0.93$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.75$0.84$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.78$0.77$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.70$0.74$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.49$0.56$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.96$1.07$0.90$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.79$0.93$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.65$0.76$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.05$1.05$1.04$0.87$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.87$1.01$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.96$0.77$0.20