Civic Intelligence

PTA California Congress of Pt& Students Inc Portola Springs Elem PTA

990EZ • Fiscal year 2015 • EIN 90-1043145

Jul 01, 2014 to Jun 30, 2015 • Filed on May 17, 2017

12100 Portola SpringsIrvine, CA 92618

(949) 936-8800

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$27,712

No earlier filing loaded for comparison.

Net Assets

$27,712

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$40,229

No earlier filing loaded for comparison.

Expenses

$12,773

No earlier filing loaded for comparison.

Net Income

$27,456

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2015: $27,712Net Assets 2015: $27,7122015Assets 2016: $44,284Net Assets 2016: $44,2842016Assets 2017: $49,216Liabilities 2017: $02017Assets 2018: $57,372Liabilities 2018: $02018Assets 2019: $39,759Net Assets 2019: $39,7592019Assets 2020: $42,549Liabilities 2020: $0Net Assets 2020: $42,5492020Assets 2021: $32,103Liabilities 2021: $0Net Assets 2021: $32,1032021Assets 2022: $48,479Liabilities 2022: $0Net Assets 2022: $48,4792022Assets 2023: $43,048Net Assets 2023: $43,0482023Assets 2024: $49,055Liabilities 2024: $02024

Highlighted filing

2015

Assets$27,712
Liabilities-
Net Assets$27,712

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $40,229Expenses 2015: $12,773Net Income 2015: $27,4562015Revenue 2016: $93,269Expenses 2016: $76,697Net Income 2016: $16,5722016Revenue 2017: $99,672Expenses 2017: $94,740Net Income 2017: $4,9322017Revenue 2018: $101,291Expenses 2018: $93,135Net Income 2018: $8,1562018Revenue 2019: $95,902Expenses 2019: $113,515Net Income 2019: -$17,6132019Revenue 2020: $63,839Expenses 2020: $61,049Net Income 2020: $2,7902020Revenue 2021: $27,528Expenses 2021: $37,974Net Income 2021: -$10,4462021Revenue 2022: $122,210Expenses 2022: $105,980Net Income 2022: $16,2302022Revenue 2023: $119,589Expenses 2023: $124,978Net Income 2023: -$5,3892023Revenue 2024: $139,202Expenses 2024: $133,195Net Income 2024: $6,0072024

Highlighted filing

2015

Revenue$40,229
Expenses$12,773
Net Income$27,456
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 17, 2017
Return Version
2014v6.0
Gross Receipts
$55,769
Mission and Program Overview

Mission

Support the students of Portola Springs Elementary

Program Services

DescriptionGrantsExpenses
Classroom Teacher Support-$2,483
Lunchtime Activities-$1,581
Community Service Supplies-$1,533
PBIS School support-$1,102
School Supplies-$411
Arts Program-$319
Red Ribbon Week-$77
Reflections-$39
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann LoPresidentPT$0--
Felicia ChoiVice PresidentPT$0--
Sandy KwokTreasurerPT$0--
Tania EastonSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog A Thon$15,746$15,746$2,965$12,781
Silent Auction$2,345$2,345-$2,345
Total Events$37,681$37,681$15,540$22,141
Filing and Contact Details

Filer

Filer Name
PTA California Congress of PT& Students Inc Portola Springs Elem PTA
EIN
90-1043145
Phone
9499368800
Address
12100 Portola Springs, Irvine, CA 92618

Signing Officer

Name
T Rinard
Title
auditor
Signed
2017-05-17
Discuss with paid preparer
No

Preparer

Firm
BID Systems Inc
Address
2865 E Coast Highway Suite 360, Corona del Mar, CA 92625
Preparer
Cathy Palmer
Phone
9496752337
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Arts Program Grants and allocations 0, Program service expenses 319

Form 990-EZ, Part III, Line 31

Reflections Grants and allocations 0, Program service expenses 39

Form 990-EZ, Part III, Line 31

Red Ribbon Week Grants and allocations 0, Program service expenses 77

Form 990-EZ, Part III, Line 31

Community Service Supplies Grants and allocations 0, Program service expenses 1,533

Form 990-EZ, Part III, Line 31

School Supplies Grants and allocations 0, Program service expenses 411

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 1,436

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 209

Form 990-EZ, Part I, Line 16, Other Expenses

Hospitality 40

Form 990-EZ, Part I, Line 16, Other Expenses

Website Expense 199

Form 990-EZ, Part I, Line 16, Other Expenses

Newsletter, Publicity 232

Form 990-EZ, Part I, Line 16, Other Expenses

Office Supplies 1,049

Form 990-EZ, Part I, Line 16, Other Expenses

Training Costs 10

Form 990-EZ, Part I, Line 16, Other Expenses

Paypal Expense 1,087

Form 990-EZ, Part I, Line 16, Other Expenses

Tax Prep Costs 25

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Service Charges 5

Form 990-EZ, Part I, Line 16, Other Expenses

Member Dues to National 936

Form 990-EZ, Part I, Line 16, Other Expenses

Program Costs 7,545

Raw XML Appendix185 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/PhoneNum09499368800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012100 Portola springs Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Irvine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092618
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0256
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027712
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015131
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IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/GrossReceiptsAmt055769
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02955
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0256
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ann Lo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Felicia Choi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sandy Kwok
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tania Easton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012773
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support the students of Portola Springs Elementary
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom Teacher Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PBIS School support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Lunchtime Activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Arts Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Reflections
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Red Ribbon Week
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Community Service Supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7School Supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02483
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11102
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21581
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3319
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt439
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt577
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt61533
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt7411
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015540
IRS990EZ/SpecialEventsNetIncomeLossAmt022141
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt012773
IRS990EZ/TotalProgramServiceExpensesAmt07545
IRS990EZ/TotalRevenueAmt040229
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.portolaspringspta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015131
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt015131
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015131
IRS990ScheduleA/Total509Grp/TotalAmt015131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015131
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt015131
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015540
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog A Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Silent Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015746
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015746
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02345
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037681
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022141
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012575
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015540
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02965
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Arts Program Grants and allocations 0, Program service expenses 319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Reflections Grants and allocations 0, Program service expenses 39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Red Ribbon Week Grants and allocations 0, Program service expenses 77
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Community Service Supplies Grants and allocations 0, Program service expenses 1,533
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4School Supplies Grants and allocations 0, Program service expenses 411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies 1,436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Hospitality 40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Website Expense 199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Newsletter, Publicity 232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Office Supplies 1,049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Training Costs 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Paypal Expense 1,087
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Tax Prep Costs 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Bank Service Charges 5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Member Dues to National 936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Program Costs 7,545
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0T Rinard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0auditor
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA California Congress of PT& Students Inc Portola Springs Elem PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0901043145
ReturnHeader/Filer/PhoneNum09499368800
ReturnHeader/Filer/USAddress/AddressLine1Txt012100 Portola Springs
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092618
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BID Systems Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02865 E Coast Highway Suite 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Corona del Mar
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092625
ReturnHeader/PreparerPersonGrp/PhoneNum09496752337
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cathy Palmer
ReturnHeader/ReturnTs02017-05-17T12:17:13-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings