Liabilities / Assets
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
PTA Ca Portola Hills
990EZ • Fiscal year 2025 • EIN 33-0528152
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
63rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
39th percentile
Faster asset growth than 39% of similar nonprofits.
Revenue Growth
72nd percentile
Faster revenue growth than 72% of similar nonprofits.
Balance Sheet
Assets
Down$74,684
Down $2,498 (-3.2%) from 2024
Net Assets
Down$74,684
Down $2,498 (-3.2%) from 2024
Liabilities
Flat$0
Flat from 2024
Revenue And Expenses
Revenue
Up$90,571
Up $15,885 (+21%) from 2024
Expenses
Up$93,069
Up $9,314 (+11%) from 2024
Net Income
Up-$2,498
Up $6,571 (+72%) from 2024
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 3, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $103,177
Mission and Program Overview
Mission
Providing quality fine arts and related education programs for elementary school children.
See Schedule O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| STEAM Program | - | $43,447 |
| Other program services | - | $22,101 |
| Classroom Enrichment | - | $16,657 |
| Visual and Performing Arts | - | $2,245 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Dory Klinchuch | President | PT | $0 | - | - |
| Kelli Galfi | Vice President | PT | $0 | - | - |
| Missy Paner | Financial Secretary | - | $0 | - | - |
| Christy Mindell | Parliamentarian | - | $0 | - | - |
| Mindy Megalo | Historian | - | $0 | - | - |
| Kelly Sustacek | Treasurer | PT | $0 | - | - |
| Liz Flynn | Recording Secretary | - | $0 | - | - |
| Marci Burnett | VP Communications | - | $0 | - | - |
| Erin Weber | VP Ways And Means | - | $0 | - | - |
| Jenny Nguyen | VP Membership | - | $0 | - | - |
| Dory Klinchuch | Auditor | - | $0 | - | - |
| Punita Shah | Volunteers | - | $0 | - | - |
| Heather Davies | Special Ed Liaison | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fall&Spring | $87,353 | $87,353 | $20,749 | $66,604 |
| Community | $3,108 | $3,108 | $4,632 | $-1,524 |
| Total Events | $90,461 | $90,461 | $25,381 | $65,080 |
Filing and Contact Details
Filer
- Filer Name
- PTA CA Portola Hills
- EIN
- 33-0528152
- In Care Of
- % Melissa Shirah
- Phone
- 9494599370
- Address
- 19422 Saddleback Ranch Road, Trabuco Canyon, CA 92679
Signing Officer
- Name
- Melissa Shirah
- Title
- Treasurer
- Phone
- 9494599370
- Signed
- 2025-11-03
- Discuss with paid preparer
- No
Preparer
- Firm
- Brent D Barnes CPA
- Address
- 22056 Broken Bow Dr, Lake Forest, CA 92630
- Preparer
- Brent D Barnes CPA
- Phone
- 9494392891
Supplemental Narrative
Additional Explanations
List of grants and similar amounts paid Part I line 10
“Activity STEAM Program Grantee Portola Hills Elementary School Street 19422 Saddleback Ranch Road City, State, Zip Trabuco Canyon, CA 92679Relationship School associated with PTA Amount 43,447Activity Educational Programs Grantee Portola Hills Elementary School Street 19422 Saddleback Ranch Road City, State, Zip Trabuco Canyon, CA 92679Relationship School associated with PTA Amount 41,003”
Description of other expenses Part I line 16
“Description AmountMembership 1,470PTA meetings and trainings 139Office expenses 604Insurance 738Presidents fund 190Printing 1,850PTA district expenses 3,628”
Other program services Part III line 31
“Other program expenses not included in STEAM program, classroom enrichment, or visual and performing arts. Student programming $4955 PBIS $4,744 PTA teacher rep $823 Staff appreciation $1,682 Science program $219 Promotion ceremonies $439 Reflections $283”
General explanation attachment
“Form 990-EZ, Part III - Organizations Primary Purpose Providing quality fine arts and related education programs for elementary school children.”
Raw XML Appendix254 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/PersonNm | 3 | Christy Mindell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Mindy Megalo |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Kelly Sustacek |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Liz Flynn |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Marci Burnett |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Erin Weber |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Jenny Nguyen |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Dory Klinchuch |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Punita Shah |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | Heather Davies |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Recording Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | VP Communications |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | Special Ed Liaison |
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| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | See Schedule O |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Visual and Performing Arts |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | Other program services |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 2245 |
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| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 12606 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 77855 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
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| IRS990EZ/TanningServicesProvidedInd | 0 | false |
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| IRS990EZ/TotalRevenueAmt | 0 | 90571 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
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| IRS990EZ/WebsiteAddressTxt | 0 | portolahillspta.membershiptoolkit.com |
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| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 23 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 49 |
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| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Fall&Spring |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Community |
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| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 3108 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 25381 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 20749 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 4632 |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Activity STEAM Program Grantee Portola Hills Elementary School Street 19422 Saddleback Ranch Road City, State, Zip Trabuco Canyon, CA 92679Relationship School associated with PTA Amount 43,447Activity Educational Programs Grantee Portola Hills Elementary School Street 19422 Saddleback Ranch Road City, State, Zip Trabuco Canyon, CA 92679Relationship School associated with PTA Amount 41,003 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountMembership 1,470PTA meetings and trainings 139Office expenses 604Insurance 738Presidents fund 190Printing 1,850PTA district expenses 3,628 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Other program expenses not included in STEAM program, classroom enrichment, or visual and performing arts. Student programming $4955 PBIS $4,744 PTA teacher rep $823 Staff appreciation $1,682 Science program $219 Promotion ceremonies $439 Reflections $283 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Form 990-EZ, Part III - Organizations Primary Purpose Providing quality fine arts and related education programs for elementary school children. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other program services Part III line 31 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | General explanation attachment |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MELISSA SHIRAH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9494599370 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PTA CA Portola Hills |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PTAC |
| ReturnHeader/Filer/EIN | 0 | 330528152 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Melissa Shirah |
| ReturnHeader/Filer/PhoneNum | 0 | 9494599370 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 19422 Saddleback Ranch Road |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Trabuco Canyon |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92679 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 825048364 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Brent D Barnes CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 22056 Broken Bow Dr |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Lake Forest |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92630 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9494392891 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-03 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRENT D BARNES CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-11-03T13:22:27-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $74,684
- Liabilities
- $0
- Net assets
- $74,684
- Revenue
- $90,571
- Expenses
- $93,069
- Net income
- -$2,498