Civic Intelligence

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

990EZ • Fiscal year 2021 • EIN 90-1043145

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 28, 2021

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

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

13th percentile

-38%

Higher net margin than 13% 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

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

14th percentile

-57%

Faster revenue growth than 14% of similar nonprofits.

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

Assets

Down

$32,103

Down $10,446 (-25%) from 2020

Net Assets

Down

$32,103

Down $10,446 (-25%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$27,528

Down $36,311 (-57%) from 2020

Expenses

Down

$37,974

Down $23,075 (-38%) from 2020

Net Income

Down

-$10,446

Down $13,236 (-474%) from 2020

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

2021

Assets$32,103
Liabilities$0
Net Assets$32,103

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

2021

Revenue$27,528
Expenses$37,974
Net Income-$10,446
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 28, 2021
Return Version
2020v4.1
Gross Receipts
$27,528
Mission and Program Overview

Mission

Support the students of Portola Springs Elementary

To improve the education of children and the lives of families at school and within the community.

Program Services

DescriptionGrantsExpenses
To provide family activities/opportunities for parent education, communication and leadership development to enhance the children's learning experience.$0$18,779
To provide various student educational programs including assemblies, art programs, health, etc. to enhance the children's learning experience$0$4,499
To provide educational supplies and equipment to enhance children's learning experience$0$3,391
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Courtney HortonPresidentPT$0--
Janice ChenTreasurerPT$0--
Cheryl VelasquezSecretaryPT$0--
Nicole BestVice PresidentPT$0--
Michael MarshallAuditorPT$0--
Christine LauerHistorianPT$0--
Amanda OtsukaFinancial SecretaryPT$0--
Jennifer MitoloMembershipPT$0--
Filing and Contact Details

Filer

Filer Name
PTA CA Congress of Parents Teachers &
EIN
90-1043145
Phone
9499368800
Address
12100 Portola Springs, Irvine, CA 92618

Signing Officer

Name
Courtney Horton
Title
Treasurer
Phone
9499368800
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Poole Foster & Dul an Accountancy Corp
Address
12241 Newport Ave Ste 100, North Tustin, CA 92705
Preparer
Cynthia M Foster
Phone
7145581921
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Rebate programs. Amount: 2,299.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Education. Grantee Name: Portola Springs Elementary. Grantee Address: 12100 Portola Springs Irvine, CA 92618. Grantee Relationship: School. Property Description: Cash. Date of Gift: 10/01/20. Amount Given: 3,700.

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

Description: Advertising. Amount: 35. Description: Bank and service charges. Amount: 550. Description: Mascot. Amount: 325. Description: Insurance. Amount: 258. Description: Computer expense. Amount: 414. Description: Supplies. Amount: 47. Description: Art education. Amount: 33. Description: Educational programs. Amount: 3,177. Description: Health education. Amount: 1,287. Description: Family events. Amount: 18,779. Description: Classroom support. Amount: 3,391. Description: Teacher appreciation. Amount: 1,773. Description: Assessment. Amount: 60. Description: Treasurer expenses. Amount: 50. Total to Form 990-EZ, line 16: 30,179.

Raw XML Appendix202 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt01612
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990EZ/BooksInCareOfDetail/PhoneNum09499368800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012100 Portola Springs
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Irvine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092618
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042549
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032103
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt016774
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-10446
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042549
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032103
IRS990EZ/FundraisingGrossIncomeAmt04029
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03700
IRS990EZ/GrossReceiptsAmt027528
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04426
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042549
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032103
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042549
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032103
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Courtney Horton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Janice Chen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cheryl Velasquez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nicole Best
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michael Marshall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Christine Lauer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Amanda Otsuka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jennifer Mitolo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Auditor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Membership
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt030179
IRS990EZ/OtherRevenueTotalAmt02299
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To improve the education of children and the lives of families at school and within the community.
IRS990EZ/PrintingPublicationsPostageAmt01783
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide educational supplies and equipment to enhance children's learning experience
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To provide various student educational programs including assemblies, art programs, health, etc. to enhance the children's learning experience
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2To provide family activities/opportunities for parent education, communication and leadership development to enhance the children's learning experience.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03391
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14499
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218779
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt04029
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037974
IRS990EZ/TotalProgramServiceExpensesAmt026669
IRS990EZ/TotalRevenueAmt027528
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.portolaspringspta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0103710
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt032480
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt092339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0128848
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02299
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03167
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05466
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97700
IRS990ScheduleA/PublicSupportPY509Pct00.98490
IRS990ScheduleA/PublicSupportTotal509Amt0232558
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025229
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0137579
IRS990ScheduleA/Total509Grp/TotalAmt0232558
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072918
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0137587
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0238033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Rebate programs. Amount: 2,299.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Education. Grantee Name: Portola Springs Elementary. Grantee Address: 12100 Portola Springs Irvine, CA 92618. Grantee Relationship: School. Property Description: Cash. Date of Gift: 10/01/20. Amount Given: 3,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Advertising. Amount: 35. Description: Bank and service charges. Amount: 550. Description: Mascot. Amount: 325. Description: Insurance. Amount: 258. Description: Computer expense. Amount: 414. Description: Supplies. Amount: 47. Description: Art education. Amount: 33. Description: Educational programs. Amount: 3,177. Description: Health education. Amount: 1,287. Description: Family events. Amount: 18,779. Description: Classroom support. Amount: 3,391. Description: Teacher appreciation. Amount: 1,773. Description: Assessment. Amount: 60. Description: Treasurer expenses. Amount: 50. Total to Form 990-EZ, line 16: 30,179.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Courtney Horton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09499368800
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Congress of Parents Teachers &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Students Inc - Portola 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/PreparerFirmEIN0952793752
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Poole Foster & Dul an Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012241 Newport Ave Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0North Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092705
ReturnHeader/PreparerPersonGrp/PhoneNum07145581921
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia M Foster
ReturnHeader/ReturnTs02021-11-04T18:49:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Courtney
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Horton
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits