Civic Intelligence

PTA Ca Portola Hills

990EZ • Fiscal year 2019 • EIN 33-0528152

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 23, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$78,502

Down $14,268 (-15%) from 2018

Net Assets

Down

$78,502

Down $14,268 (-15%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$79,169

Up $14,569 (+23%) from 2018

Expenses

Up

$93,437

Up $17,101 (+22%) from 2018

Net Income

Down

-$14,268

Down $2,532 (-22%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$78,502
Liabilities-
Net Assets$78,502

Operations Trend

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

2019

Revenue$79,169
Expenses$93,437
Net Income-$14,268
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 23, 2019
Return Version
2018v3.1
Gross Receipts
$116,279
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
STEAM program$34,438-
Cultural Arts: Art Program & Dance Instruction$32,003-
Teacher and Program Support$18,574-
Library Support$1,403-
Other Programs$444-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine BeenyPresidentPT$0--
Vinutha JamesExecutive VP-$0--
Amie CorkSecretary-$0--
Jen BrofmanVP Ways & Means-$0--
Mindi WolfVP Membership-$0--
Cameo PinoTreasurer-$0--
Kristen HayesVP Communctns-$0--
Maria MitchellFin. Secretary-$0--
Jacqui PirofaloAuditor-$0--
Tracy LantzHistorian-$0--
Prasanthi SathyaprakashParliamentarian-$0--
Dory KlinchuchTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Olympic Day$46,892$46,892$5,498$41,394
Fall Fundraiser$34,868$34,868$10,980$23,888
Total Events$102,486$102,486$37,110$65,376
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
Dory Klinchuch
Title
Treasurer
Signed
2019-10-23
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: $34438

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: $52424

Other Expenses.1002

Office Expenses $1468

Other Expenses.1012

Insurance $317

Other Expenses.1

Membership $3113

Other Expenses.2

WEBSITE MAINTENANCE $750

Other Expenses.3

Meetings and training $458

Other Expenses.4

MISCELLANEOUS $200

Other Expenses.5

Presidents Fund $175

Other Expenses.6

BANK CHARGES $94

Raw XML Appendix241 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/BooksInCareOfDetail/USAddress/CityNm0Trabuco Canyon
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mindi Wolf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Cameo Pino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kristen Hayes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Maria Mitchell
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Tracy Lantz
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Membership
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Parliamentarian
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06575
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Other Programs
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Teacher and Program Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4STEAM program
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032003
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt318574
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt037110
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04966
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
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IRS990ScheduleA/InvestmentIncomePYPct00.00010
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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: $34438
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: $52424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership $3113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE MAINTENANCE $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Meetings and training $458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Presidents Fund $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK CHARGES $94
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.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dory Klinchuch
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-23
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/ReturnTs02019-10-23T15:34:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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