Civic Intelligence

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

990EZ • Fiscal year 2019 • EIN 90-1043145

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 09, 2020

Organization ProfileWWW.PORTOLASPRINGSPTA.ORG
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 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

15th percentile

-31%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

40th percentile

-5.3%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$39,759

Down $17,613 (-31%) from 2018

Net Assets

$39,759

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$95,902

Down $5,389 (-5.3%) from 2018

Expenses

Up

$113,515

Up $20,380 (+22%) from 2018

Net Income

Down

-$17,613

Down $25,769 (-316%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

2019

Assets$39,759
Liabilities-
Net Assets$39,759
Open 2019 Filing

Operations Trend

Revenue Growth40th percentile

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

2019

Revenue$95,902
Expenses$113,515
Net Income-$17,613
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 9, 2020
Return Version
2018v3.1
Gross Receipts
$137,587
Mission and Program Overview

Mission

Support the students of Portola Springs Elementary

The Portola Springs PTA supports local, state and national PTA efforts to improve the education of children and the lives of families at school and within the community. PTA Membership provides the opportunity for individuals' voices to be heard along with others throughout the state and nation to protect children's rights. Our PTA will continue to provide important IUSD, IPSF, and City of Irvine information to our members, and we will ensure that our members are aware of upcoming opportunities, events, and activities.

Program Services

DescriptionGrantsExpenses
VARIOUS PROGRAMS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER MITOLOPresident & CEOPT$0--
AMANDA OTSUKASecretaryPT$0--
MIMI CHENTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$80,046$80,046$41,685$38,361
Total Events$80,046$80,046$41,685$38,361
Filing and Contact Details

Filer

Filer Name
Pta California Congress of Pt&students
EIN
90-1043145
Phone
9499368800
Address
12100 PORTOLA SPRINGS, IRVINE, CA 92618

Signing Officer

Name
Ann Chen
Title
Treasurer
Signed
2020-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Martin Accountancy Corporation
Address
100 Spectrum Center Drive Suite 122, Irvine, CA 92618
Preparer
Ann Y Chen CPA
Phone
9494538400
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $459”

Other Expenses.1012

“Insurance $272”

Other Expenses.1

“PROGRAM EXPENSE $107130”

Other Expenses.2

“PAYPAL EXPENSE $2138”

Other Expenses.3

“SUPPLIES878 $2002”

Other Expenses.5

“WEBSITE EXPENSE $210”

Other Expenses.6

“BANK CHARGES $198”

Other Expenses.7

“PTAEZ EXPENSE $179”

Other Expenses.8

“HOSPITALITY EXPENSE $178”

Other Expenses.9

“Tax preparation expense $60”

Raw XML Appendix154 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/PersonNm0PORTOLA SPRINGS PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum09499368800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012100 PORTOLA SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092618
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057372
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039759
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045240
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17613
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057372
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039759
IRS990EZ/FundraisingGrossIncomeAmt080046
IRS990EZ/GrossReceiptsAmt0137587
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057372
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039759
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057372
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039759
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER MITOLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA OTSUKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIMI CHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0112826
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Portola Springs PTA supports local, state and national PTA efforts to improve the education of children and the lives of families at school and within the community. PTA Membership provides the opportunity for individuals' voices to be heard along with others throughout the state and nation to protect children's rights. Our PTA will continue to provide important IUSD, IPSF, and City of Irvine information to our members, and we will ensure that our members are aware of upcoming opportunities, events, and activities.
IRS990EZ/PrintingPublicationsPostageAmt0689
IRS990EZ/ProgramServiceRevenueAmt012293
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS PROGRAMS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041685
IRS990EZ/SpecialEventsNetIncomeLossAmt038361
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113515
IRS990EZ/TotalRevenueAmt095902
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PORTOLASPRINGSPTA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046106
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt046106
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046106
IRS990ScheduleA/Total509Grp/TotalAmt046106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt046106
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt046106
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041685
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt080046
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt080046
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt080046
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt080046
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038361
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041685
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt041685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSE $107130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYPAL EXPENSE $2138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES878 $2002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE EXPENSE $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTAEZ EXPENSE $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HOSPITALITY EXPENSE $178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAX PREPARATION EXPENSE $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN CHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA CONGRESS OF PT&STUDENTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PORTOLA SPRINGS 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/PreparerFirmEIN0470902638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTIN ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Spectrum Center Drive Suite 122
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09494538400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ann Y Chen CPA
ReturnHeader/ReturnTs02020-03-09T15:55:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,759
Liabilities
-
Net assets
$39,759
Revenue
$95,902
Expenses
$113,515
Net income
-$17,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.49$0.00$1.39$1.33$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.43$1.20$1.25$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.22$1.06$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.28$0.38$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.64$0.61$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.96$1.14$0.18
2018Summary only. Only limited summary data is available for this year.$0.57$0.00$1.01$0.93$0.08
2017Summary only. Only limited summary data is available for this year.$0.49$0.00$1.00$0.95$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.93$0.77$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.40$0.13$0.27