Civic Intelligence

PTA Ca Portola Hills

990EZ • Fiscal year 2018 • EIN 33-0528152

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-38%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$92,770

Down $11,736 (-11%) from 2017

Net Assets

Down

$92,770

Down $11,736 (-11%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$64,600

Down $39,311 (-38%) from 2017

Expenses

Down

$76,336

Down $10,254 (-12%) from 2017

Net Income

Down

-$11,736

Down $29,057 (-168%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2018

Assets$92,770
Liabilities-
Net Assets$92,770
Open 2018 Filing

Operations Trend

Revenue Growth14th 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

2018

Revenue$64,600
Expenses$76,336
Net Income-$11,736
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$99,198
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$31,550-
STEAM program$25,686-
Teacher and Program Support$12,667-
Library Support$1,437-
Other Programs$246-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth CroninPresident-$0--
Catherine BeenyVice President-$0--
Amie CorkSecretary-$0--
Kristy OrtegaAuditor-$0--
Christina BowmanFin. Secretary-$0--
Cameo PinoTreasurer-$0--
Alesha DohertyParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Olympic Day$38,705$38,705$4,199$34,506
Fall Fundraiser$32,767$32,767$12,804$19,963
Total Events$81,849$81,849$28,931$52,918
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
Catherine Beeny
Title
President
Signed
2018-11-05
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: STEAM Program | 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: $25686”

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: $45900”

Other Expenses.1002

“Office Expenses $1014”

Other Expenses.1007

“Conferences, Conventions, and Meetings $263”

Other Expenses.1012

“Insurance $352”

Other Expenses.1

“Membership $2415”

Other Expenses.2

“Meetings and training $382”

Other Expenses.3

“Presidents Fund $120”

Other Expenses.4

“BANK CHARGES $95”

Other Expenses.5

“MISCELLANEOUS $73”

Other Expenses.6

“WEBSITE MAINTENANCE $36”

Raw XML Appendix223 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PTA Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum09494599370
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019422 Saddleback Ranch Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Trabuco Canyon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092679
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104506
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt092770
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09695
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11736
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104506
IRS990EZ/Form990TotalAssetsGrp/EOYAmt092770
IRS990EZ/FundraisingGrossIncomeAmt085289
IRS990EZ/GrantsAndSimilarAmountsPaidAmt071586
IRS990EZ/GrossReceiptsAmt099198
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04207
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104506
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092770
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104506
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092770
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elizabeth Cronin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Catherine Beeny
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amie Cork
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristy Ortega
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Christina Bowman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Cameo Pino
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/OtherExpensesTotalAmt04750
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/DescriptionProgramSrvcAccomTxt1Other Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Library Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Teacher and Program Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4STEAM program
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031550
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1246
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21437
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt312667
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt425686
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034598
IRS990EZ/SpecialEventsNetIncomeLossAmt050691
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076336
IRS990EZ/TotalProgramServiceExpensesAmt071586
IRS990EZ/TotalRevenueAmt064600
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022565
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt085289
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0124917
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0100721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0137582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0147013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0595522
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt044
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0618087
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt089496
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0129619
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105687
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0141712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0151573
IRS990ScheduleA/Total509Grp/TotalAmt0618087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt089503
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0129626
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0105694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0141721
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0151587
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0618131
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028931
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Olympic Day
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032767
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010377
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt081849
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032767
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010377
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt081849
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052918
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0981
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0981
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010647
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027650
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04199
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012804
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: STEAM Program | 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: $25686
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: $45900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership $2415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Meetings and training $382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Presidents Fund $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS $73
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WEBSITE MAINTENANCE $36
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Catherine Beeny
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
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/PreparerFirmEIN0020639624
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/ReturnTs02018-11-05T10:24:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,770
Liabilities
-
Net assets
$92,770
Revenue
$64,600
Expenses
$76,336
Net income
-$11,736
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