Civic Intelligence

PTA Ca Portola Hills

990EZ • Fiscal year 2021 • EIN 33-0528152

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

29th percentile

-6.9%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$89,381

Down $6,667 (-6.9%) from 2020

Net Assets

Down

$89,381

Down $6,667 (-6.9%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$49,160

Down $58,073 (-54%) from 2020

Expenses

Down

$55,827

Down $33,860 (-38%) from 2020

Net Income

Down

-$6,667

Down $24,213 (-138%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2021

Assets$89,381
Liabilities-
Net Assets$89,381
Open 2021 Filing

Operations Trend

Revenue Growth15th 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

2021

Revenue$49,160
Expenses$55,827
Net Income-$6,667
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.0
Gross Receipts
$62,361
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
STEAM program$39,072-
Classroom Enrichment$11,325-
Other Programs$2,115-
Student Enrichment$531-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vinutha JamesPresidentPT$0--
Julie BoydExecutive VP-$0--
Ursula ReclaSecretary-$0--
Prasanthi SathyaprakashVP Ways & Means-$0--
Traci DeAngelisTreasurer-$0--
Candi SladekVP Communctns-$0--
Dory KlinchuchAuditor-$0--
Kelly SustacekHistorian-$0--
Jenna MastropoaloParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring & Fall Fundraisers$50,681$50,681$9,175$41,506
Community Events$10,328$10,328$4,026$6,302
Total Events$61,009$61,009$13,201$47,808
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
Traci DeAngelis
Title
Treasurer
Signed
2021-11-08
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: $39072”

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: $13971”

Other Expenses.1002

“Office Expenses $91”

Other Expenses.1012

“Insurance $368”

Other Expenses.1

“Membership $1248”

Other Expenses.2

“MISCELLANEOUS $731”

Other Expenses.3

“Presidents Fund $346”

Raw XML Appendix218 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/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Communctns
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02784
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IRS990EZ/SpecialEventsNetIncomeLossAmt047808
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
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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: $39072
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: $13971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $91
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership $1248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Presidents Fund $346
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Traci DeAngelis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
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ReturnHeader/Filer/EIN0330528152
ReturnHeader/Filer/PhoneNum09494599370
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ReturnHeader/Filer/USAddress/CityNm0Trabuco Canyon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092679
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092620
ReturnHeader/PreparerPersonGrp/PhoneNum09497565000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory L Tanner
ReturnHeader/ReturnTs02021-11-08T11:22:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Traci
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DeAngelis
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,381
Liabilities
-
Net assets
$89,381
Revenue
$49,160
Expenses
$55,827
Net income
-$6,667
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